{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: United States Technology news", "home_page_url": "https://sharemaestro.com/newsreel/us/technology/", "feed_url": "https://sharemaestro.com/newsreel/us/technology/feed.json", "description": "Latest Technology company headlines from United States, newest first, with industry sections, source links and company research.", "language": "en", "items": [{"id": "watch:cfe14b2d-85bf-4493-bbef-e4ff06f2e3f7", "url": "https://sharemaestro.com/market-watch/uipath-path-active-screen-9-3-jump-104-5-million-shares/", "external_url": null, "title": "UiPath Inc (PATH) hits active screen on 9.3% jump and 104.5 million-share turnover", "content_text": "The software-infrastructure stock came in with strong weekly momentum, while today intraday price path shows the move cooling after the open.", "date_published": "2026-08-14T15:59:23.455642+00:00", "authors": [{"name": "Sharemaestro Market Watch"}], "tags": ["Intraday mover", "PATH"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "PATH", "name": "Uipath Inc", "sentiment_url": "https://sharemaestro.com/sentiment/305f725b-6693-403f-9295-739e40b95e9a/"}]}}, {"id": "source:7074582671f79f157b3c67c88296fc13ab2718609b71400c125d2fab814e20ed", "url": "https://finance.yahoo.com/markets/stocks/articles/jpmorgan-turns-bullish-salesforce-stock-153045939.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/jpmorgan-turns-bullish-salesforce-stock-153045939.html", "title": "JPMorgan Turns Bullish on Salesforce as the Stock Runs Three Straight Weeks", "content_text": "Quick Read JPMorgan turned bullish on CRM after a 20% monthly surge; our $276 price target implies 37% upside from current levels. Salesforce trades at a steep discount to MSFT and NOW despite Agentforce ARR surging 205% year-over-year to $1.2 billion. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Salesforce didn't make the cut. Grab the names FREE today. Salesforce (NYSE:CRM) has caught a bid after spending most of 2026 in the penalty box, ripping 7.82% in the past week and 20.18% in the past month. JPMorgan turned constructive on the name as Agentforce ", "date_published": "2026-08-14T15:30:45+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Capital return", "CRM"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "CRM", "name": "Salesforce.com Inc", "sentiment_url": "https://sharemaestro.com/sentiment/d59bf423-67f5-4946-9ce7-de0852eb0490/"}]}}, {"id": "source:e66633316c9e6dda2ca8e402d308f5a872590b30a5936948e3d6bbbe1841f35d", "url": "https://finance.yahoo.com/markets/stocks/articles/arrow-electronics-arw-q2-2026-152135268.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/arrow-electronics-arw-q2-2026-152135268.html", "title": "Arrow Electronics (ARW) Q2 2026 Earnings Call Transcript", "content_text": "Image source: The Motley Fool. DATE Thursday, Aug. 6, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Vice President of Investor Relations-Michael Nelson Interim President and Chief Executive Officer-Bill Austin Chief Financial Officer-Rajesh K. Agrawal President of Global Components-Richard J. Marano President of Global Enterprise Computing Solutions-Eric C. Nowak Full Conference Call Transcript Operator: Good day. And welcome to the Arrow Electronics second quarter 2026 Earnings Call. Today's conference is being recorded. And at this time, I would like to turn the conference over to Michael Nelson, A", "date_published": "2026-08-14T15:21:35+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "ARW"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ARW", "name": "Arrow Electronics Inc", "sentiment_url": "https://sharemaestro.com/sentiment/6c1bd53a-3ca0-4a8d-a3f3-72efb77a576e/"}]}}, {"id": "source:00ab9eaf0731400f6ac6c0a828c63c691a0a7b4aeaf28e864fc0e96f2c7899ac", "url": "https://finance.yahoo.com/technology/ai/articles/salesforce-challenging-orcl-msft-agentic-145000999.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/salesforce-challenging-orcl-msft-agentic-145000999.html", "title": "How Is Salesforce Challenging ORCL & MSFT in the Agentic AI Space?", "content_text": "Salesforce, Inc. CRM is stepping up its competition with Microsoft Corporation MSFT and Oracle Corporation ORCL in agentic AI by combining customer data, business applications and autonomous AI agents on one platform. Its Agentforce platform is already gaining commercial traction, giving Salesforce a strong starting point in the fast-growing enterprise AI market. The early numbers suggest that this strategy is gaining momentum. In the first quarter of fiscal 2027, Salesforce's Agentforce annual recurring revenues (ARR) reached $1.2 billion, up 205% year over year. 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The dessert chain currently operates 36 U.S. locations and plans to add at least five more over the coming year. The Baked Bear has relied exclusively on Square since opening its first store in Pacific Beach, CA, in 2013. Square Register and Square Point of Sale are now deployed across all 36 locations, providing a standardized technology platform across its growing franchise network. Square's simple and scalable to", "date_published": "2026-08-14T14:42:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "LSPD"], "_sharemaestro": {"country": "United States", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "LSPD", "name": "Lightspeed Commerce Inc", "sentiment_url": "https://sharemaestro.com/sentiment/911ae1ad-c415-4bd3-9e99-bcf4caf36825/"}]}}, {"id": "source:857fd164a68590cf281ee824e4cdcb99a2e8c08578d75095dc01e47a66ff08ff", "url": "https://seekingalpha.com/news/4633312-government-contracts-and-the-quantum-computing-sector?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4633312-government-contracts-and-the-quantum-computing-sector?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "Government contracts and the quantum computing sector", "content_text": "[Quantum computing concept. Digital communication network. Technological abstract.] metamorworks/iStock via Getty Images INVESTORS SHOULD KNOW: Quantum Computing Inc. (QUBT [https://seekingalpha.com/symbol/QUBT]) is emerging as a key public-market pure-play in quantum and photonics technology. With its latest earnings release, the company disclosed that roughly 70\u201380% of its revenue is tied to government contracting. This underlines the ways in which public revenue sources can contribute to growth in the nascent industry. But the results also show how the sector remains in the early stages of ", "date_published": "2026-08-14T14:41:31+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Earnings", "RGTI", "XNDU"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "RGTI", "name": "Rigetti Computing Inc", "sentiment_url": "https://sharemaestro.com/sentiment/5b0b66cf-906a-41da-9b5f-88c80958fdff/"}, {"symbol": "XNDU", "name": "Xanadu Quantum Technologies Limited Class B Subordinate Voting Shares", "sentiment_url": "https://sharemaestro.com/sentiment/9d52bd59-4686-4972-b21d-95c489840161/"}]}}, {"id": "source:2e3cecf0fcfae5e009d57d0487ef0daad6c35804b38b23e0fa1f67fad43a1f4e", "url": "https://finance.yahoo.com/markets/stocks/articles/software-m-heats-saas-stocks-144100864.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/software-m-heats-saas-stocks-144100864.html", "title": "Software M&A heats up: Which SaaS stocks could be next for private equity?", "content_text": "Investing.com -- Workday (WDAY) shares surged nearly 18% on Wednesday, August 13, their best single-day gain since 2016, after Reuters reported that private equity firm Silver Lake is in talks to acquire the enterprise software company in a deal that would rank among the largest software buyouts in history. The surge rippled immediately across the software sector, reigniting a debate that has dogged the industry for months: whether the deal reflects a genuine valuation floor for beaten-down SaaS names, or signals that even blue-chip software companies are struggling to navigate the AI transiti", "date_published": "2026-08-14T14:41:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "PATH"], "_sharemaestro": {"country": "United States", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "PATH", "name": "Uipath Inc", "sentiment_url": "https://sharemaestro.com/sentiment/305f725b-6693-403f-9295-739e40b95e9a/"}]}}, {"id": "source:7115b58e420368ca18b02b6246a879a7e11a85b46daeb3549eb7eea0a720f39f", "url": "https://news.google.com/rss/articles/CBMi2gFBVV95cUxNMXNmdWl4X3Y3cEdVNGI5N0NfYzFkb2dwMHRaa2RBVWRSM2FqMjFYaktVRk5vRzRUcVRwdkVELTRGWXNxZkFNNVRCRDM5azJOY0JsajMxQURtTkFnbEt4UHdtdWdzMUdDLWJIWjNrVG45ejUtUXFsUFg2S1FfR3BIbl9XTXRrcWRNc0VhM0hZc1laa0ZHaTZkWnFaQVNmb0JzcGFtUjVzSU9zRUVERWRfbTVodV9HWjczNnJlazdOVUl1bWFuX1Y0RUZaM21YeEJ1V0U4aXYyVGJDUQ?oc=5", "external_url": "https://news.google.com/rss/articles/CBMi2gFBVV95cUxNMXNmdWl4X3Y3cEdVNGI5N0NfYzFkb2dwMHRaa2RBVWRSM2FqMjFYaktVRk5vRzRUcVRwdkVELTRGWXNxZkFNNVRCRDM5azJOY0JsajMxQURtTkFnbEt4UHdtdWdzMUdDLWJIWjNrVG45ejUtUXFsUFg2S1FfR3BIbl9XTXRrcWRNc0VhM0hZc1laa0ZHaTZkWnFaQVNmb0JzcGFtUjVzSU9zRUVERWRfbTVodV9HWjczNnJlazdOVUl1bWFuX1Y0RUZaM21YeEJ1V0U4aXYyVGJDUQ?oc=5", "title": "SoundHound Shed a Quarter of Its Value Over 12 Months: 167% Gains To Follow Says A Prominent Analyst", "content_text": "SoundHound Shed a Quarter of Its Value Over 12 Months: 167% Gains To Follow Says A Prominent Analyst", "date_published": "2026-08-14T14:36:30+00:00", "authors": [{"name": "24/7 Wall St."}], "tags": ["Earnings", "SOUN"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "SOUN", "name": "SoundHound AI Inc", "sentiment_url": "https://sharemaestro.com/sentiment/3ee47845-d765-491f-9d89-621dc960f075/"}]}}, {"id": "source:c9257aa054a7d6f0f5727173516eaee64c3b5172ff09c5ee750ef8997946108d", "url": "https://finance.yahoo.com/markets/stocks/articles/why-accenture-acn-lost-place-142548024.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/why-accenture-acn-lost-place-142548024.html", "title": "Why Accenture (ACN) Lost Its Place in This Portfolio", "content_text": "Polen Capital Management Llc released its \"Polen Focus Growth Strategy\" Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index's 16.74% gain, as the market rally remained narrowly focused on AI infrastructure and semiconductor stocks. During the quarter, Polen Capital repositioned the portfolio toward companies benefiting from structural growth in AI infrastructure, power demand, and aerospace. Looking ahead, the managers remain confident in ", "date_published": "2026-08-14T14:25:48+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "ACN"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ACN", "name": "Accenture plc", "sentiment_url": "https://sharemaestro.com/sentiment/a9b799f4-e1fd-49c5-ad1d-f202c354d713/"}]}}, {"id": "source:3f57c371ceab2d90e00e30263df58c138caac06da854f73e9ccc69d3e27bb150", "url": "https://www.globaltimes.cn/page/202608/1368196.shtml", "external_url": "https://www.globaltimes.cn/page/202608/1368196.shtml", "title": "Chinese driverless technology firm to deploy over 2,000 Robotaxis in Europe", "content_text": "Pony.ai, a leading Chinese driverless technology firm, in partnership with Uber Technologies Inc, plans to deploy over 2,000 Robotaxis across Europe. This expansion builds on their existing commercial service in Zagreb, Croatia, and will extend to four additional European cities and the Middle East. The initiative aims to integrate L4 autonomous driving technology with a mobility platform and fleet operations to scale Robotaxi services globally.", "date_published": "2026-08-14T14:15:00+00:00", "authors": [{"name": "Global Times"}], "tags": ["Deals and strategy", "PONY"], "_sharemaestro": {"country": "United States", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "PONY", "name": "Pony AI Inc. American Depositary Shares", "sentiment_url": "https://sharemaestro.com/sentiment/0823bce1-d975-4a74-97c3-75ad72a59b2b/"}]}}, {"id": "news:3ddaa797-8701-4006-8e41-c7ca022ad212", "url": "https://sharemaestro.com/news/grmn-garmin-scientific-instruments-monthly-momentum-volume-confirmation/", "external_url": null, "title": "Garmin\u2019s 27.9% month tops scientific instruments as confirmation stays modest near the high", "content_text": "Garmin closed at $310.9, only 0.6% below its 52-week high, with the weekly Trend Signal active but volume running at just 1.1 times its recent average.", "date_published": "2026-08-14T14:14:27.953140+00:00", "authors": [{"name": "Sharemaestro News"}], "tags": ["Company research", "GRMN"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "GRMN", "name": "Garmin Ltd", "sentiment_url": "https://sharemaestro.com/sentiment/3c842539-9730-4cae-a5d4-2a6797fbe4bf/"}]}}, {"id": "source:f8b803afc715ac38f7bc783b5f1b79c8d031738c521d90148c12d43402c25851", "url": "https://finance.yahoo.com/technology/ai/articles/fair-isaac-fico-adds-ai-141258879.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/fair-isaac-fico-adds-ai-141258879.html", "title": "Fair Isaac (FICO) Adds AI Fraud Intelligence To Its Marketplace", "content_text": "Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Fair Isaac (NYSE:FICO) added Alogram's AI-powered fraud intelligence suite to the FICO Marketplace, expanding tools available to clients on the FICO Platform ecosystem. The partnership brings explainable, audit-ready fraud detection and behavioral analytics that enterprises can plug into existing decisioning workflows. FICO customers can use Alogram's offerings to support real-time risk assessment and management of complex fraud and abuse scenarios. For re", "date_published": "2026-08-14T14:12:58+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Regulatory and legal", "FICO"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "FICO", "name": "Fair Isaac Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/2612ffca-f269-4f2a-9eec-e0b6f41e8b9b/"}]}}, {"id": "source:a0dc6733dd0ac952b962ccd3d36dc0bdc2f22d6dc1c16b9af73dc215476ddd3f", "url": "https://www.stocktitan.net/news/ALKT/strata-credit-union-partners-with-alkami-to-deliver-a-seamless-sixqs67fafxm.html", "external_url": "https://www.stocktitan.net/news/ALKT/strata-credit-union-partners-with-alkami-to-deliver-a-seamless-sixqs67fafxm.html", "title": "Strata Credit Union Partners with Alkami to Deliver a Seamless, Personalized Digital Banking Experience", "content_text": "Strata Credit Union has selected Alkami's Digital Banking Platform to modernize its consumer digital banking experience, focusing on personalization, security, and a mobile-first strategy. This partnership aims to create a connected digital ecosystem for Strata members, unifying financial tools, payments, and insights to enhance financial wellness. The collaboration is expected to simplify banking, reduce friction, and deepen member relationships by providing accessible tools and personalized engagement.", "date_published": "2026-08-14T14:12:49+00:00", "authors": [{"name": "Stock Titan"}], "tags": ["Balance sheet", "ALKT"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ALKT", "name": "Alkami Technology Inc", "sentiment_url": "https://sharemaestro.com/sentiment/a4874c8b-c40b-4006-89ff-5a32b6e1db35/"}]}}, {"id": "source:dd15629cc46670730e4e0d59dc747ce77b0f74aae30dfdb5b82ee227e4629b64", "url": "https://news.google.com/rss/articles/CBMiqgFBVV95cUxOcklzbDJOSGJNeXFuWXV2eXBRRFByNURtS291M2QtUU9kYkdiRjc5OEJuTlRSMmlaY0tvM1ZZM0tjcVNMTGs3MGItMHhMTjgta2tZQUw3YWszakdoLXhicmJSTlg0RkNrdWl2MHFxaGFuaU1TZlhYbDBYZFBtZUcyQ2NvYWdtWTlKSHlIOHk3dmRMOW51dDh0ekZhMFQ0di1xb00xX1ZuNDNWdw?oc=5", "external_url": "https://news.google.com/rss/articles/CBMiqgFBVV95cUxOcklzbDJOSGJNeXFuWXV2eXBRRFByNURtS291M2QtUU9kYkdiRjc5OEJuTlRSMmlaY0tvM1ZZM0tjcVNMTGs3MGItMHhMTjgta2tZQUw3YWszakdoLXhicmJSTlg0RkNrdWl2MHFxaGFuaU1TZlhYbDBYZFBtZUcyQ2NvYWdtWTlKSHlIOHk3dmRMOW51dDh0ekZhMFQ0di1xb00xX1ZuNDNWdw?oc=5", "title": "Apple Stock (AAPL) Opinions on Recent Earnings and Analyst Downgrades", "content_text": "Apple Stock (AAPL) Opinions on Recent Earnings and Analyst Downgrades", "date_published": "2026-08-14T14:06:00+00:00", "authors": [{"name": "Quiver Quantitative"}], "tags": ["Earnings", "AAPL"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL", "name": "Apple Inc", "sentiment_url": "https://sharemaestro.com/sentiment/3405f38b-bcd1-43ff-863d-5885f7f54797/"}]}}, {"id": "source:a0c19737f2b9616889e301effde7126140714db44eff4197ea2d672faf1df231", "url": "https://finance.yahoo.com/technology/ai/articles/taiwan-semiconductor-tsm-remains-center-140337973.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/taiwan-semiconductor-tsm-remains-center-140337973.html", "title": "Taiwan Semiconductor (TSM) Remains at the Center of the AI Boom", "content_text": "Polen Capital Management Llc released its \"Polen Focus Growth Strategy\" Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index's 16.74% gain, as the market rally remained narrowly focused on AI infrastructure and semiconductor stocks. During the quarter, Polen Capital repositioned the portfolio toward companies benefiting from structural growth in AI infrastructure, power demand, and aerospace. 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The company's IT datacom business, which represented 43% of sales in the second quarter of 2026, grew 89% year over year and 63% organically. AI-related products drove virtually all of the 22% sequential growth, underscoring the increasing role of AI applications in Amphenol's interconnect business. 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A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8\u201312% after fees over a 5\u20137-year market cycle. During the June quarter, international equity markets, as represented by the MSCI AC World Accumulation Index ex Australia, returned 13.8% in AUD terms. In local currencies, the return 15.1%. 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Continue Reading", "date_published": "2026-08-14T13:51:58+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "DELL"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "DELL", "name": "Dell Technologies Inc", "sentiment_url": "https://sharemaestro.com/sentiment/e7955cdd-c85a-420d-abd7-7e1c58332944/"}]}}, {"id": "source:853277ce8af26a2c5be8a617acd17a88c4a0843aa345978147c88514459c3005", "url": "https://finance.yahoo.com/technology/ai/articles/navigating-risks-opportunities-bentley-systems-134850873.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/navigating-risks-opportunities-bentley-systems-134850873.html", "title": "Navigating Risks and Opportunities in Bentley Systems\u2019 (BSY) AI Strategy", "content_text": "Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for \"Aoris International Fund\". A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8\u201312% after fees over a 5\u20137-year market cycle. During the June quarter, international equity markets, as represented by the MSCI AC World Accumulation Index ex Australia, returned 13.8% in AUD terms. In local currencies, the return 15.1%. The Portfolio's Class A (Unhedged) returned ", "date_published": "2026-08-14T13:48:50+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "BSY"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "BSY", "name": "Bentley Systems\u00a0Inc", "sentiment_url": "https://sharemaestro.com/sentiment/9ff4658d-b8f7-4130-a6a3-86e65dec02d6/"}]}}, {"id": "source:fc1b9108a102233d86601e52ee7a96624e516abedd411030550273531d4945d8", "url": "https://finance.yahoo.com/m/d7d9e06f-8998-3fca-a2f1-45cb0bb37f84/a-workday-takeover-bid-could.html", "external_url": "https://finance.yahoo.com/m/d7d9e06f-8998-3fca-a2f1-45cb0bb37f84/a-workday-takeover-bid-could.html", "title": "A Workday Takeover Bid Could End the Software Stocks Selloff", "content_text": "Silver Lake\u2019s takeover of Workday would send a clear signal to investors that private-equity firms are circling software. Continue Reading", "date_published": "2026-08-14T13:48:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "PATH"], "_sharemaestro": {"country": "United States", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "PATH", "name": "Uipath Inc", "sentiment_url": "https://sharemaestro.com/sentiment/305f725b-6693-403f-9295-739e40b95e9a/"}]}}, {"id": "source:07df2abfdc96af1751aef6bcabd7f6eeebdb40ae062e858ba7b760a86945286b", "url": "https://news.google.com/rss/articles/CBMiiwFBVV95cUxNckROMkNPQ3FjODVxU3BPd3pVbENNVThKOEk1S19GUmhxeXZBbVVHX2hOWlltQWNZdG5sejdqc25vZGFyOG9oQ0JzcVZUSlNFRHlLWVhjYWhHdDRCZWxhQkJRN25HR2d1S2xodzZqb0dndHhoYU5mSHVxYXBNOExBUlhMb2lrMFdVTGxR?oc=5", "external_url": "https://news.google.com/rss/articles/CBMiiwFBVV95cUxNckROMkNPQ3FjODVxU3BPd3pVbENNVThKOEk1S19GUmhxeXZBbVVHX2hOWlltQWNZdG5sejdqc25vZGFyOG9oQ0JzcVZUSlNFRHlLWVhjYWhHdDRCZWxhQkJRN25HR2d1S2xodzZqb0dndHhoYU5mSHVxYXBNOExBUlhMb2lrMFdVTGxR?oc=5", "title": "SanDisk Corporation Stock (SNDK) Opened Up by 5.92% on Aug 14: What Signal Does It Send?", "content_text": "SanDisk Corporation Stock (SNDK) Opened Up by 5.92% on Aug 14: What Signal Does It Send?", "date_published": "2026-08-14T13:47:15+00:00", "authors": [{"name": "TradingKey"}], "tags": ["Market update", "SNDK"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "SNDK", "name": "Sandisk Corp", "sentiment_url": "https://sharemaestro.com/sentiment/74fe2ad6-8e00-46cf-890b-948ddbccea97/"}]}}, {"id": "source:957a5b78ad869a79aec798ab1b9e48ffcb7a10a3962ad2d2ed88a1042f6e3461", "url": "https://finance.yahoo.com/markets/stocks/articles/fund-admits-multi-stock-holdings-134424118.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/fund-admits-multi-stock-holdings-134424118.html", "title": "Fund Admits Multi-Year Stock Holdings in Accenture (ACN) Were a \u201cCostly Mistake\u201d", "content_text": "Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for \"Aoris International Fund\". A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8\u201312% after fees over a 5\u20137-year market cycle. During the June quarter, international equity markets, as represented by the MSCI AC World Accumulation Index ex Australia, returned 13.8% in AUD terms. In local currencies, the return 15.1%. 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Management attributed the revenue shortfall to ongoing headwinds in its legacy focus accounts and customers increasingly procuring IBM hardware and software directly. CEO Martin Schroeter cited positive momentum in Kyndryl Consult and hyperscaler partnerships, but acknowledged that lengthening sales cycles and workforce rebalancing charges weighed on profitability. 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A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8\u201312% after fees over a 5\u20137-year market cycle. During the June quarter, international equity markets, as represented by the MSCI AC World Accumulation Index ex Australia, returned 13.8% in AUD terms. In local currencies, the return 15.1%. The Portfolio's Class A (Unhedged) returned ", "date_published": "2026-08-14T13:26:31+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "APH"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "APH", "name": "Amphenol Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/d083b0cf-66c9-4b57-8c5d-d70296cea21c/"}]}}, {"id": "source:ffc24e660d9b2350b1ce6e307d3140326eeb807b3eef0dd6f4d47c9c91fd49dc", "url": "https://247wallst.com/investing/2026/08/14/applied-materials-is-down-6-premarket-will-it-drag-down-lam-research-kla-and-other-semi-equipment-stocks", "external_url": "https://247wallst.com/investing/2026/08/14/applied-materials-is-down-6-premarket-will-it-drag-down-lam-research-kla-and-other-semi-equipment-stocks", "title": "Applied Materials is Down 6% Premarket. Will It Drag Down Lam Research, KLA, and Other Semi Equipment Stocks?", "content_text": "Applied Materials (AMAT) shares fell 5.7% premarket despite record fiscal Q3 results, as its Q4 guidance failed to meet high market expectations following a significant pre-earnings rally. While AMAT's strong results included record revenue and EPS, analysts noted implied sequential deceleration in systems shipment growth. 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UBS Securities, Barclays Capital, Craig-Hallum Capital Group, and Oppenheimer & Co. will serve as sales agents for the program. The company aims to enhance liquidity and financial flexibility through this initiative.", "date_published": "2026-08-14T13:11:52+00:00", "authors": [{"name": "TradingView"}], "tags": ["Market update", "UCTT"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "UCTT", "name": "Ultra Clean Holdings Inc", "sentiment_url": "https://sharemaestro.com/sentiment/ebe2fbc5-125c-4570-893d-23275d73d24a/"}]}}, {"id": "source:e11aefe3da3c07851f1474012b60591f4e057566681a435d08fc7cba7763b97a", "url": "https://finance.yahoo.com/markets/stocks/articles/fair-isaac-fico-stock-jumped-131006148.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/fair-isaac-fico-stock-jumped-131006148.html", "title": "Fair Isaac (FICO) Stock Jumped, So What Is Driving Attention Now?", "content_text": "Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Recent partnership news around Fair Isaac stock Fair Isaac (FICO) is back in focus after Informative Research joined the FICO Mortgage Direct License Program, a move aimed at broadening access to FICO Scores for mortgage lenders. The program now covers 73.1% of total mortgage reseller volume, and Informative Research adds to this network of tri merge resellers. 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The disposition reduced the insider's direct equity position by 1%. The transaction was executed under a Rule 10b5-1 trading plan established on July 9, 2025. The activity occurred with the stock returning 3.5% over the 12 months ending on the August 7, 2026 transaction date.10 stocks we like better than Box \u203a Olivia Nottebohm, Chief Operating Officer of Box, Inc.(NYSE:BOX), reported a sale of 5,834 shares of Class A Common Stock on Aug. 7, 2026, according to a recent SEC Form 4 filing. Transaction su", "date_published": "2026-08-14T13:05:01+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "BOX"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "BOX", "name": "Box Inc", "sentiment_url": "https://sharemaestro.com/sentiment/dc18743d-a87c-4883-bfe7-a88dd2ad6a67/"}]}}, {"id": "source:34a20dcd4bc71d40285521c14edd597f39a6762a1ccf9f78241a1fc3a6343579", "url": "https://finance.yahoo.com/markets/stocks/articles/amphenol-corporation-aph-rebounds-investors-130423121.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/amphenol-corporation-aph-rebounds-investors-130423121.html", "title": "Amphenol Corporation (APH) Rebounds as Investors Look Past Copper Displacement Fears", "content_text": "Baron Capital, an investment management company, released its Q2 2026 investor letter for the \"Baron Asset Fund\". A copy of the letter can be downloaded here. U.S. equities reached new highs in Q2, mainly driven by a narrow group of stocks benefiting from AI advancements, particularly in the Information Technology sector, with semiconductor stocks showing remarkable performance. 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The company projects over 80% server revenue growth in the second half of 2026 and at least 70% in 2027, with its broader data-center business expected to grow well over 100% next year. AMD shares were up 0.52% in premarket trading following these announcements.", "date_published": "2026-08-14T12:59:03+00:00", "authors": [{"name": "Benzinga"}], "tags": ["Market update", "AMD"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMD", "name": "Advanced Micro Devices Inc", "sentiment_url": "https://sharemaestro.com/sentiment/7af5c805-aa1f-4b03-9149-21f51b4e710a/"}]}}, {"id": "source:13017d1aa2adc2d181900ddbedd5a8fb1e1e0af6fd737ff4e9452136fa71cb0c", "url": "https://news.google.com/rss/articles/CBMiWkFVX3lxTFB2X2VBN254dTBMcG9mWGw0bkR4dmVsZ1JRajJ6VUVGckVsNmZ1b1o1MVZZcU4zelBNbHhCcmZfOHdPR2dILU9mUXhkQmRZNDlNZnVFVDVwRUNmZw?oc=5", "external_url": "https://news.google.com/rss/articles/CBMiWkFVX3lxTFB2X2VBN254dTBMcG9mWGw0bkR4dmVsZ1JRajJ6VUVGckVsNmZ1b1o1MVZZcU4zelBNbHhCcmZfOHdPR2dILU9mUXhkQmRZNDlNZnVFVDVwRUNmZw?oc=5", "title": "CPAY|Corpay Inc|Price:425.190|Chg%:+15.510", "content_text": "CPAY|Corpay Inc|Price:425.190|Chg%:+15.510", "date_published": "2026-08-14T12:56:03+00:00", "authors": [{"name": "TradingKey"}], "tags": ["Market update", "CPAY"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "CPAY", "name": "Corpay Inc", "sentiment_url": "https://sharemaestro.com/sentiment/74aabaad-ab61-4f20-83a2-1f3e7fdb90f2/"}]}}, {"id": "source:871038a816a1eed4322e3988e10f1b00cfca0dd09a6f48dd46d5b3825328231f", "url": "https://finance.yahoo.com/technology/ai/articles/apple-focus-houston-ai-manufacturing-125105466.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/apple-focus-houston-ai-manufacturing-125105466.html", "title": "Apple in Focus as New Houston AI Manufacturing Hub Opens", "content_text": "This article first appeared on GuruFocus. Apple (NASDAQ:AAPL) is adding a training hub to its growing Houston manufacturing footprint, giving small and midsize companies access to equipment and instruction focused on advanced production methods. The 20,000-square-foot center operates inside Apple's Houston complex, where the company already builds and ships advanced AI servers. Production of the Mac mini is also scheduled to begin at the location later this year. Warning! GuruFocus has detected 3 Warning Signs with MU. Is AAPL fairly valued? Test your thesis with our free DCF calculator. Progr", "date_published": "2026-08-14T12:51:05+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "AAPL"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL", "name": "Apple Inc", "sentiment_url": "https://sharemaestro.com/sentiment/3405f38b-bcd1-43ff-863d-5885f7f54797/"}]}}, {"id": "source:f61eaff17b10b93145ed020ab36d535a17a2a1dcb021752fedfac8aa9d52110c", "url": "https://news.google.com/rss/articles/CBMiygFBVV95cUxPNi1qZE9SaHE2aGVHeGtXOWZNMzg1VGdDTk8wNEwzNGI5NzRBY2lLdHBrcmNFRUJaQkRkb3ZOSUtQekNHaF94Q0dpZjdGY0xJZHV4amcxSExXQ01YbGZMMU13ZUNsNUtrZ1F6SHNoSkNqZm1mektwNUdhaHpJcDJBcXVFU2NfMTVuQTB6SjY5cUxvS01Mem9TcDMtb3pwcWI1bEMxRFdfdkRfalprSnk5UUVFLVNqd3ZobFRVcmwwWE1tMmMzRHo0VF9n?oc=5", "external_url": "https://news.google.com/rss/articles/CBMiygFBVV95cUxPNi1qZE9SaHE2aGVHeGtXOWZNMzg1VGdDTk8wNEwzNGI5NzRBY2lLdHBrcmNFRUJaQkRkb3ZOSUtQekNHaF94Q0dpZjdGY0xJZHV4amcxSExXQ01YbGZMMU13ZUNsNUtrZ1F6SHNoSkNqZm1mektwNUdhaHpJcDJBcXVFU2NfMTVuQTB6SjY5cUxvS01Mem9TcDMtb3pwcWI1bEMxRFdfdkRfalprSnk5UUVFLVNqd3ZobFRVcmwwWE1tMmMzRHo0VF9n?oc=5", "title": "Applied Materials Extends Margin Streak to 13 Quarters but Shares Fall", "content_text": "This article first appeared on GuruFocus. Applied Materials (NASDAQ:AMAT) reported record third-quarter revenue of $9.12 billion, up 25% year over year, with non-GAAP diluted earnings of $3.50 per share, both ahead of the analyst consensus of $8.995 billion and $3.40. GAAP EPS came in at $3.17. Shares were down 5.38% premarket. Semiconductor Systems drove it, at $7.04 billion against $5.56 billion a year earlier, with DRAM rising to 26% of that segment from 22%. Non-GAAP gross margin reached 50.4%, which CFO Brice Hill said marked a 13th consecutive quarter of year-over-year expansion. The mix", "date_published": "2026-08-14T12:49:59+00:00", "authors": [{"name": "TradingView"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials Inc", "sentiment_url": "https://sharemaestro.com/sentiment/c4f0a8c0-1bd6-42dc-8b28-1dc035ef155d/"}]}}, {"id": "source:8f3c6a6eb9ffcc3594715e0de1f3c678829feb233496478b5f2c1bad1531b734", "url": "https://finance.yahoo.com/markets/stocks/articles/gary-black-warns-elon-musk-123117823.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/gary-black-warns-elon-musk-123117823.html", "title": "Gary Black Warns Elon Musk: Tesla Can\u2019t Match Apple's Marketing Relying Only on \u2018Word-of-Mouth and the CEO\u2019s Posts on X\u2019", "content_text": "Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Prominent investor Gary Black has issued a stark warning to Elon Musk, asserting that Tesla Inc. cannot match Apple Inc.'s $4.4 trillion valuation by relying solely on \"word-of-mouth and the CEO's posts on X,\" while calling for an urgent shift toward professional marketing leadership. Call for Marketing Leadership In a detailed analysis shared on X, Black argued that despite Tesla's $1.3 trillion market cap, the automaker has repeatedly failed to invest in the marketing leadership needed to exp", "date_published": "2026-08-14T12:31:17+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "AAPL"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL", "name": "Apple Inc", "sentiment_url": "https://sharemaestro.com/sentiment/3405f38b-bcd1-43ff-863d-5885f7f54797/"}]}}, {"id": "source:fd9ab04b1c6794592b879eb96f3ab83eae557322b7da4eeb88085de8327f42af", "url": "https://news.google.com/rss/articles/CBMitAFBVV95cUxQdzRTcXFrbVNfUnppeV9Lb2RyenFlU18wOFZZVndHclktQnZJbnhCNExiTWJXVTlqa3RSSTRTVTUtV2xTOVkwdzU2Vkl1a2xMMHFKb3h1clJNbWtvakJKeTIxOHZLd3BGV2RhUUEzVWotTkhtZWVTcWs2YXBhVGFYTEQ3RDd5OUp5X0pkRTBNNW5XRmg0UlZpRWdzQmNqa1lYOVRLNVQtRkdKMDhXWUFNVlV3TUc?oc=5", "external_url": "https://news.google.com/rss/articles/CBMitAFBVV95cUxQdzRTcXFrbVNfUnppeV9Lb2RyenFlU18wOFZZVndHclktQnZJbnhCNExiTWJXVTlqa3RSSTRTVTUtV2xTOVkwdzU2Vkl1a2xMMHFKb3h1clJNbWtvakJKeTIxOHZLd3BGV2RhUUEzVWotTkhtZWVTcWs2YXBhVGFYTEQ3RDd5OUp5X0pkRTBNNW5XRmg0UlZpRWdzQmNqa1lYOVRLNVQtRkdKMDhXWUFNVlV3TUc?oc=5", "title": "Q3 Earnings Forecast for VECO Issued By Northland Securities", "content_text": "Q3 Earnings Forecast for VECO Issued By Northland Securities", "date_published": "2026-08-14T12:25:58+00:00", "authors": [{"name": "MarketBeat"}], "tags": ["Earnings", "VECO"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "VECO", "name": "Veeco Instruments Inc", "sentiment_url": "https://sharemaestro.com/sentiment/6c0b5a87-80c4-4c09-be77-1b1b3b1e5d0d/"}]}}, {"id": "source:936af5885c41494bca8135bf51b07d78f3af3cd7a5e73241cd466c5326d302cb", "url": "https://finance.yahoo.com/m/645d06ea-177b-34fc-8486-e499edaa1c62/why-quantinuum-is-teaming-up.html", "external_url": "https://finance.yahoo.com/m/645d06ea-177b-34fc-8486-e499edaa1c62/why-quantinuum-is-teaming-up.html", "title": "Why Quantinuum Is Teaming Up with Apple Manufacturer Quanta Computer", "content_text": "Just days after Quantinuum\u2019s first earnings report as a public company, the quantum leader unveils a partnership with Taiwan\u2019s Quanta Computer. Continue Reading", "date_published": "2026-08-14T12:18:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AAPL", "QNT", "RGTI"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL", "name": "Apple Inc", "sentiment_url": "https://sharemaestro.com/sentiment/3405f38b-bcd1-43ff-863d-5885f7f54797/"}, {"symbol": "QNT", "name": "Quantinuum Inc. 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Continue Reading", "date_published": "2026-08-14T12:18:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AAPL", "QNT", "RGTI"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL", "name": "Apple Inc", "sentiment_url": "https://sharemaestro.com/sentiment/3405f38b-bcd1-43ff-863d-5885f7f54797/"}, {"symbol": "QNT", "name": "Quantinuum Inc. 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Applied Materials (NASDAQ:AMAT) shares fell about 5% early Friday after the semiconductor equipment maker reported fiscal third-quarter results above Wall Street expectations and lifted its outlook. Revenue increased 25% from a year earlier to $9.12 billion, topping the $8.99 billion consensus estimate. Adjusted earnings rose 41% to $3.50 per share. Warning! GuruFocus has detected 2 Warning Sign with SNDK. Is AMAT fairly valued? Test your thesis with our free DCF calculator. For the fiscal fourth quarter, Applied Materials expects revenue of about $10.", "date_published": "2026-08-14T12:16:00+00:00", "authors": [{"name": "TradingView"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials Inc", "sentiment_url": "https://sharemaestro.com/sentiment/c4f0a8c0-1bd6-42dc-8b28-1dc035ef155d/"}]}}, {"id": "news:89861f22-75c6-4b26-adf2-1d009d1b316b", "url": "https://sharemaestro.com/news/palantir-39-week-volume-mixed-confirmation/", "external_url": null, "title": "Palantir\u2019s 39.8% week draws 434M shares, but the signal stack has not confirmed the rebound", "content_text": "PLTR posted one of the strongest Technology moves of the week on heavy participation, yet Sharemaestro\u2019s Trend Signal, Market Dynamics and Relative Strength readings remain short of full confirmation.", "date_published": "2026-08-14T12:14:28.773690+00:00", "authors": [{"name": "Sharemaestro News"}], "tags": ["Company research", "PLTR"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "PLTR", "name": "Palantir Technologies Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/44ee7dbb-e1e2-4199-bb8e-70d2ecdb6455/"}]}}, {"id": "source:dc8b37b9f1329642068fc32b0c9f60c1280a71102d611e12f600e99df9468452", "url": "https://finance.yahoo.com/technology/ai/articles/ibm-ibm-openai-together-ai-121144216.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/ibm-ibm-openai-together-ai-121144216.html", "title": "Should IBM\u2019s (IBM) OpenAI and Together AI Deals Recast Its Role in Enterprise AI Infrastructure?", "content_text": "Earlier this week, International Business Machines Corporation announced a wide-ranging partnership with OpenAI and a multi\u2011year US$240 million agreement with Together AI to deploy NVIDIA-powered AI infrastructure on IBM Cloud for large\u2011scale open\u2011source model inference. By embedding OpenAI's frontier models directly into IBM Consulting and standing up a dedicated OpenAI Practice, IBM is signaling an intensified push to become a core enterprise AI implementation partner across regulated industries and complex legacy environments. We'll now examine how IBM's decision to embed OpenAI models into", "date_published": "2026-08-14T12:11:44+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "IBM"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines", "sentiment_url": "https://sharemaestro.com/sentiment/3bea682f-428f-4d25-96bc-c9a20d8e8d24/"}]}}]}