Sharemaestro Newsreel

Stock market today: Dow, S&P 500, Nasdaq trending higher on rate hike bets, earnings

US stock futures barely budged on Thursday morning ahead of another inflation reading and a slew of earnings. Futures on the Dow Jones Industrial Average (YM=F), S&P 500 (ES=F), and Nasdaq-100 (NQ=F) moved slightly above the flat line after a calm day on Wall …

Stock market today: Dow, S&P 500, Nasdaq gain on soft inflation data, earnings

US stocks rose on Thursday morning after another inflation reading and a slew of earnings. The Dow Jones Industrial Average (^DJI) and S&P 500 (^GSPC) both added 0.3%, while the tech-heavy Nasdaq Composite (^IXIC) moved up 0.1% after a calm day on Wall Street. …

Applied Optoelectronics (AAOI) Reported Q2 Results And New Guidance, Is The Valuation Too Rich?

Virgin Galactic forecasts positive quarterly cash flow within 2027 as first commercial spaceflight shifts to February

Earnings Call Insights: Virgin Galactic (SPCE) Q2 2026 MANAGEMENT VIEW * "I'm pleased to share our recent tranche of spaceflight expeditions has booked out ahead of schedule" and "the allotment we had held at the $750,000 price point was oversubscribed" (CEO, President & Director …

Zebra Technologies Corporation (ZBRA) posts 28.1% weekly surge on heavier volume

The barcode and RFID technology maker’s weekly context strengthened sharply, with turnover above its 13-week average and the trend screen active.

SpaceX Passes First Lockup Expiry Test With $500 Billion Rally

(Bloomberg) -- Since SpaceX went public in June, Wall Street had been dreading Aug. 6, when the first lockup preventing early investors from selling the stock expired and millions of shares were set to flood the market. Most Read from Bloomberg Walter Sells Lakers, …

The Next Big AI Market Bottleneck Is Here: 8 Stocks to Play the Boom in Optics

Key Points Marvell and Broadcom are leaders in optical DSPs, while Lumentum has a virtual monopoly for InP lasers. Coherent and Applied Optoelectronics provide the critical transceiver infrastructure that connects switches and servers. Amphenol, Corning, and Ciena provide technology used to transport data within …

Envestnet Portfolio Solutions Inc. Makes New $1.08 Million Investment in Hewlett Packard Enterprise Company $HPE

Envestnet Portfolio Solutions Inc. has acquired a new stake in Hewlett Packard Enterprise Company (NYSE:HPE) worth approximately $1.08 million during the second quarter. This investment is part of a broader trend of institutional investors increasing their positions in HPE. The article also details HPE's …

164,534 Shares in Hewlett Packard Enterprise Company $HPE Purchased by Counterpoint Mutual Funds LLC

Counterpoint Mutual Funds LLC recently acquired 164,534 shares of Hewlett Packard Enterprise (HPE) for approximately $7.42 million, making it their 24th largest holding. HPE's stock opened up 8.1% after reporting strong quarterly earnings, beating analyst estimates with EPS of $0.79 and revenue of $10.68 …

Stem reaffirms FY2026 revenue $140M-$190M while tracking toward high end of $10M-$15M adjusted EBITDA

Earnings Call Insights: Stem, Inc. (STEM) Q2 2026 MANAGEMENT VIEW * "Halfway through 2026, I am pleased to see evidence of this transformation in the results" and "the second quarter marked our fifth consecutive quarter of positive adjusted EBITDA," Arun Narayanan (CEO & Director) …

Why Viasat (VSAT) Is Up 7.7% After Reaffirming 2027 Guidance Amid Mixed Segment Trends – And What's Next

Earlier this month, Viasat, Inc. reported first-quarter 2026 results showing revenue of US$1,156.54 million versus US$1,171.05 million a year earlier, with net loss narrowing to US$51.74 million and diluted loss per share from continuing operations improving to US$0.38 from US$0.43. Management reaffirmed mid-single-digit revenue …

Dimensional Fund Advisors LP Sells 297,082 Shares of Lantronix, Inc. $LTRX

Dimensional Fund Advisors LP significantly reduced its stake in Lantronix, Inc. (NASDAQ:LTRX) by selling 297,082 shares, decreasing its holdings by 27.1% to 798,118 shares valued at $4.18 million. Despite this, institutional investors still own 39.38% of the company, and analysts maintain a "Moderate Buy" …

Harmonic (HLIT) Q2 2026 Earnings Report - Results, Call & Slides

The Top 5 Analyst Questions From Zebra’s Q2 Earnings Call

The Top 5 Analyst Questions From Zebra's Q2 Earnings Call Zebra's second quarter results were driven by broad-based demand across its retail, manufacturing, and healthcare markets, as well as improved memory supply that allowed the company to meet more customer orders. According to CEO …

ASTS Stock Drops After Hours on Q2 Revenue Miss, Wider-Than-Expected Loss, Investor Focus On Future Launches

Ciena (CIEN) Stock Looks Reasonable On Cash Flow While Earnings Look Stretched

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Ciena has delivered very strong share price gains over the past few years, yet the valuation checks send mixed signals, with an intrinsic …

Energous Corp (WATT) (Q2 2026) Earnings Call Highlights: Revenue Surges 217% as Customer Base ...

Energous Corp (WATT) reported a significant revenue surge of 217% year-over-year in Q2 2026, reaching $3.1 million, driven by customer diversification and expanded deployments. Despite this growth, the company recorded a net loss of $2.9 million and experienced a dip in gross margin due …

Cisco Systems Inc (CSCO) (Q4 2026) Earnings Call Highlights: Record Revenue and AI Super Cycle ...

This article first appeared on GuruFocus. Revenue: Record $17.3 billion in Q4, up 18% year-over-year; full-year record revenue of $63.3 billion, up 12%. Product Revenue: $13.5 billion in Q4, up 24% year-over-year. Services Revenue: $3.8 billion in Q4, flat year-over-year. Non-GAAP Net Income: $4.9 …

Harmonic forecasts $505M-$525M 2026 broadband revenue after Q2 results and video sale closing

Earnings Call Insights: Harmonic (HLIT) Q2 2026 MANAGEMENT VIEW * "Q2 was another strong quarter, both financially and in terms of the progress we've made on our strategic imperatives" (President, CEO & Director Nimrod Ben-Natan), and "in June, we completed the sale of our …

The Bull Case For Harmonic (HLIT) Could Change Following Q2 Profitability Slump Amid Strong Revenue Growth

Asian shares mostly rise after AI leads rally on Wall Street

TOKYO (AP) — Asian shares mostly rose in early Thursday trading, as global market optimism continued on prospects for AI stocks and the semiconductor sector. Japan's benchmark Nikkei 225 jumped 1.6% in early trading to 68,609.92. Australia's S&P/ASX 200 slipped 0.6% to 9,155.80. South …

Vistance Networks’ SVP Gilstrap purchases $107,500 in company stock By Investing.com

Charles A. Gilstrap, SVP at Vistance Networks, Inc. (NASDAQ:VISN), recently purchased 10,000 shares of company stock for $107,500 at $10.75 per share. This transaction increases his direct holdings to 302,417 shares. The purchase seems well-timed given the stock's 56% return over the past year …

Digi International (DGII) Q3 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Wednesday, Aug. 5, 2026 at 5:00 p.m. ET CALL PARTICIPANTS President and Chief Executive Officer - Ronald KoneznyChief Financial Officer - James Loch TAKEAWAYS Revenue -- $138.7 million, representing a 29% increase driven by organic customer demand and …

Vistance Networks (NASDAQ:VISN) CAO Buys 10,000 Shares of Stock

Vistance Networks (NASDAQ:VISN) Chief Accounting Officer Charles Gilstrap purchased 10,000 shares of the company's stock for $107,500, increasing his direct holdings by 3.42%. Following this transaction, Gilstrap now directly owns 302,417 shares. The company recently declared a $5.00-per-share dividend payable on August 27th, and …

Vistance Networks (VISN) SVP Charles Gilstrap purchases 10,000 shares in open-market trade

Charles A. Gilstrap, Senior Vice President of Vistance Networks (VISN), recently purchased 10,000 shares of the company's common stock at $10.75 per share in an open-market transaction. This purchase increased his direct holdings to 302,417 shares, including various tranches of unvested restricted stock units. …

Ciena (CIEN) Wins Next Generation DWDM Network Build In UAE

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Ciena (NYSE:CIEN) has been selected by e& UAE to supply technology for a next generation, high capacity DWDM network build in the country. The …

Does Lumen Technologies (LUMN) Gain An Edge With John Hinshaw Joining Its Board?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Lumen Technologies (NYSE:LUMN) appointed John M. Hinshaw to its Board of Directors. Hinshaw brings experience leading global operations and transformation initiatives at HSBC. …

Energous targets 40%+ gross margins as overseas production resumes in Q3 and scales in Q4

Earnings Call Insights: Energous (WATT) Q2 2026 MANAGEMENT VIEW * "Revenue for the three and six months ended June 30, 2026, was approximately $3.1 million and $6.2 million respectively" (CEO, CFO, & Director Mallorie Burak), and she said the company "surpassed $10 million in …

Cisco Systems, Inc (CSCO) Q4 2026 Earnings Call Transcript

Cisco Systems reported record Q4 and fiscal year 2026 results, with revenue exceeding $63 billion and growing 12% year over year, driven by a networking supercycle fueled by AI adoption. The company emphasized its strategic position in the AI era, with strong demand from …

Hewlett Packard Enterprise Jumps 6.8% Amid Sector-Wide Rally

Hewlett Packard Enterprise (HPE) surged 6.8% to $58.08 on Wednesday, participating in a broad sector-wide rally that lifted technology infrastructure stocks. Other companies like Dell Technologies, SanDisk, Western Digital, and Super Micro Computer also saw significant gains, indicating a shift in investor sentiment towards …

AI infrastructure spending boosts Cisco's earnings and revenue, but its stock declines after-hours

Cisco Systems Inc. reported a strong fourth quarter with earnings and revenue exceeding analyst expectations, driven by significant AI infrastructure spending, particularly from hyperscalers. Despite issuing bullish guidance for fiscal 2027, the company's stock fell in after-hours trading, likely due to a noticeable drop …

Cisco Systems (NASDAQ: CSCO) CPO reports 9,400-share tax withholding for RSU settlement

Cisco Systems CPO Jeetendra I. Patel reported a Form 4 detailing the withholding of 9,400.369 shares of Cisco common stock on August 10, 2026, to cover tax liabilities from the partial settlement of two restricted stock unit awards. Following this transaction, Patel directly holds …

Cisco (CSCO) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

For the quarter ended July 2026, Cisco Systems (CSCO) reported revenue of $17.25 billion, up 17.6% over the same period last year. EPS came in at $1.22, compared to $0.99 in the year-ago quarter. The reported revenue represents a surprise of +2.36% over the …

Capital World Investors (VIAV) reports 9.19M Viavi shares, a 3.8% stake

Capital World Investors has reported a beneficial ownership of 9,193,685 shares of Viavi Solutions Inc. common stock, which represents a 3.8% stake in the company. This disclosure was made via an amended Schedule 13G filing, indicating that Capital World Investors holds sole voting and …

Comtech (CMTL) legal chief vests 5,883 RSUs; 2,010 shares withheld for taxes

Comtech Telecommunications Corp.'s Chief Legal Officer, Donald E. Walther, vested 5,883 restricted stock units (RSUs) on August 11, 2026, from a grant issued in 2023. Of these, 2,010 shares were withheld by the company at $1.73 per share to cover federal, state, and FICA …

Comtech Telecommunications (CMTL) exec logs RSU vesting and 885-share tax withholding

Comtech Telecommunications Corp. President of the S&S Communications Segment, Daniel Gizinski, reported the vesting of 1,961 restricted stock units (RSUs) on August 11, 2026. From these, 885 common shares were withheld at $1.73 per share to cover federal, state, and FICA tax obligations. Following …