Sharemaestro Newsreel

Fund Admits Multi-Year Stock Holdings in Accenture (ACN) Were a “Costly Mistake”

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 …

Globant tumbles on outlook cut, Wedbush downgrade

[Globant glass building with blue sky in the background] Arturo Rosenow * Shares of Globant (GLOB [https://seekingalpha.com/symbol/GLOB]) tumbled 12% on Friday after it [https://seekingalpha.com/news/4633063-globant-stock-plunges-after-full-year-outlook-cut] cut its full-year outlook, prompting Wedbush Securities to downgrade the software development firm. * “We are downgrading shares of Globant …

Kyndryl’s Q2 Earnings Call: Our Top 5 Analyst Questions

Kyndryl's Q2 Earnings Call: Our Top 5 Analyst Questions Kyndryl's second quarter results saw a negative market reaction, as sales declined and missed Wall Street's revenue expectations. Management attributed the revenue shortfall to ongoing headwinds in its legacy focus accounts and customers increasingly procuring …

Should IBM’s (IBM) OpenAI and Together AI Deals Recast Its Role in Enterprise AI Infrastructure?

Earlier this week, International Business Machines Corporation announced a wide-ranging partnership with OpenAI and a multi‑year US$240 million agreement with Together AI to deploy NVIDIA-powered AI infrastructure on IBM Cloud for large‑scale open‑source model inference. By embedding OpenAI's frontier models directly into IBM Consulting …

Can Jack Henry & Associates (JKHY) Justify Its Price After A 13% Slide?

Uber and Pony.ai plan to bring 2,000 robotaxis to Europe

Chinese autonomous vehicle maker Pony AI and Uber plan to bring 2,000 robotaxis to four cities in Europe as part of an expanded partnership. The announcement illustrates the growing ambitions of both companies to carve out market share in the nascent robotaxi industry. Uber …

SAIC (SAIC): Buy, Sell, or Hold Post Q1 Earnings?

SAIC's stock has surged 46.5% in the past six months, reaching $124.83 per share, largely due to solid quarterly results. However, StockStory analysts express a lack of confidence, citing flat long-term revenue growth and projected revenue drops of 1.6% over the next 12 months. …

Globant stock plunges after full-year outlook cut

Shares of Globant (GLOB [https://seekingalpha.com/symbol/GLOB]) plunged nearly 15% in premarket trading Friday after the digital transformation services company reported mixed second-quarter results and cut its full-year 2026 outlook. Globant reported Q2 non-GAAP EPS of $1.40, missing [https://seekingalpha.com/news/4632790-globant-non-gaap-eps-of-1_40-misses-by-0_10-revenue-of-614_42m-beats-by-1_57m]analysts’ estimates by $0.10, while revenue of $614.42M …

Biggest stock movers Friday: AMAT, NU, and more

[Abstract Financial Data Visualization with Digital Stock Market Graphs] AlexSecret Stock futures were largely unchanged early Friday, as investors evaluated cooling inflation data alongside a fresh batch of tech-sector earnings reports. Here are some of Friday's biggest stock movers: BIGGEST STOCK GAINERS * REDDIT …

Western Wealth Management LLC Makes New Investment in Broadridge Financial Solutions, Inc. $BR

Western Wealth Management LLC recently acquired a new stake in Broadridge Financial Solutions, purchasing 5,902 shares valued at approximately $959,000. Broadridge Financial Solutions has received a "Moderate Buy" consensus rating from analysts, with an average price target of $213.71, and the company exceeded quarterly …

Jack Henry & Associates (NASDAQ:JKHY): A Dividend Quality Pick for Income Investors

'We Will Continue To...': Wipro Responds After 200+ Freshers Seek Clarity On Delayed Joining

Wipro has responded to a complaint lodged by the Nascent Information Technology Employees Senate (NITES) regarding delayed onboarding for over 200 freshers hired under its Elite Hiring 2025 program. The company stated its commitment to onboarding freshers based on business requirements and promised to …

Bank of America Corp DE Decreases Stock Holdings in Jack Henry & Associates, Inc. $JKHY

Bank of America Corp DE has reduced its holdings in Jack Henry & Associates, Inc. (NASDAQ:JKHY) by 14.6% in the first quarter, selling 41,659 shares but still retaining 243,931 shares valued at approximately $38.6 million. Despite this reduction, several other institutional investors, including Janus …

Assenagon Asset Management S.A. Buys Shares of 14,125 Jack Henry & Associates, Inc. $JKHY

Assenagon Asset Management S.A. has acquired a new position in Jack Henry & Associates, purchasing 14,125 shares valued at approximately $1.95 million. Other institutional investors have also adjusted their holdings in the company, which is 98.75% institutionally owned. Analysts maintain a "Moderate Buy" rating …

How Investors Are Reacting To ExlService Holdings (EXLS) Acquisition Of iMerit To Bolster AI Capabilities

Broadridge Financial Solutions, Inc. (NYSE:BR) Given Consensus Recommendation of "Moderate Buy" by Brokerages

Broadridge Financial Solutions, Inc. (NYSE:BR) has received a "Moderate Buy" consensus recommendation from brokerages, with an average 12-month price target of $213.71. The company recently surpassed quarterly earnings expectations, reporting adjusted EPS of $3.82 and revenue of $2.22 billion, a 7.5% increase year-over-year. Broadridge …

GDS Holdings (GDS): GIC-linked entities disclose 7.55% beneficial stake via shares and notes

Entities linked to GIC Private Limited of Singapore have collectively reported a 7.55% beneficial ownership stake in GDS Holdings Limited, amounting to 126,534,424 Ordinary Shares. This stake includes shares and those convertible from senior notes due in 2029 and 2030. GIC Private Limited holds …

Why Leidos (LDOS) Is Up 5.4% After Raising 2026 Guidance And Landing New Defense Deals

Leidos Holdings (LDOS) saw a 5.4% increase after raising its 2026 revenue guidance to US$18.20–18.40 billion and securing new defense contracts, including a significant missile tracking award. Despite higher sales, net income was lower, and the company affirmed its dividend and completed a share …

Globant SA (GLOB) (Q2 2026) Earnings Call Highlights: AI Pods Drive 60% Surge in Glob AI ARR, ...

This article first appeared on GuruFocus. Revenue: $614.4 million in Q2 2026, within guided range, up 1.2% sequentially and slightly up year over year. Glob AI ARR: $52.8 million as of June, up from $32.8 million in March, roughly 60% growth in a single …

Swarmer Reports Second Quarter 2026 Financial Results and Provides Business Update

Swarmer, Inc. (Nasdaq: SWMR) announced its Q2 2026 financial results, reporting revenue of $216,413 and a net loss of $(7.3) million, primarily due to increased operating expenses as a public company. The company highlighted significant operational advancements, including expanding its SkyKnight software licensing program, …

Uber, China's Pony.ai plan European robotaxi push with 2,000 vehicles (UBER:NYSE)

Uber and China's Pony.ai are expanding their strategic partnership to deploy over 2,000 Pony.ai robotaxis across Europe. This initiative follows the launch of a commercial robotaxi service by the two companies in late March. The expansion signifies a significant push into the European market …

GDS Holdings Limited 2026 Q2 - Results - Earnings Call Presentation (NASDAQ:GDS) 2026-08-13

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

The Top 5 Analyst Questions From CACI's Q2 Earnings Call CACI's second quarter results were met with a significant positive market response, driven by strong growth across its technology-focused defense and intelligence businesses. Management credited operational execution in electronic warfare and space, as well …

ROSEN, TOP-RANKED INVESTOR COUNSEL, Encourages Wise Group plc Investors to Secure Counsel ...

Rosen Law Firm is encouraging investors of Wise Group plc (NASDAQ: WSE) to secure legal counsel as they approach the September 29, 2026 lead plaintiff deadline in a securities class action lawsuit. The lawsuit alleges that Wise Group plc made false or misleading statements …

Uber partners with China's Pony.ai for 2,000 robotaxis in Europe

BEIJING — U.S. ride-hailing giant Uber is ramping up its global robotaxi coverage with operator Pony.ai. The companies plan to deploy 2,000 of Pony.ai's self-driving taxis across Europe, and expand the robotaxi partnership to the Middle East, they announced Friday. In late March, Uber …

Pony.ai and Uber Expand Partnership to Deploy Over 2,000 Robotaxis in Europe

Pony.ai and Uber have announced an expanded strategic partnership to deploy over 2,000 Pony.ai Robotaxis across Europe, building on their existing service in Zagreb. The collaboration will extend to four additional European cities and potentially the Middle East, with Pony.ai providing L4 autonomous driving …

GDS Holdings Ltd (GDS) (Q2 2026) Earnings Call Highlights: Record Bookings and Raised Guidance ...

This article first appeared on GuruFocus. New Bookings: 260 megawatts in Q2 2026, bringing first-half total to a record 470 megawatts. Full-Year Sales Target: Raised to 1 gigawatt. Reservations: 600 megawatts secured so far this year; expected to exceed 1 gigawatt by year-end. Backlog: …

Leidos Holdings Director Noel B. Geer Executes Sale of 10,000 Shares in August 2026

Leidos Holdings Director Noel B. Geer sold a total of 10,000 shares of the company's common stock through two open-market transactions on August 11, 2026. The sales were executed at prices of $140.59 and $141.07 per share, leaving Geer with 34,273.8435 directly owned shares, …

Kaplan Fox Urges Wise Group plc (NASDAQ: WSE) Investors to Contact the Firm Before the Deadline on September 29, 2026

Kaplan Fox & Kilsheimer LLP has filed a class action lawsuit against Wise Group plc (NASDAQ: WSE) on behalf of investors who purchased securities between May 11, 2026, and July 23, 2026. The lawsuit stems from a Reuters article alleging that Wise's shares fell …

Globant (GLOB) Q2 Earnings Lag Estimates

Globant (GLOB) came out with quarterly earnings of $1.4 per share, missing the Zacks Consensus Estimate of $1.49 per share. This compares to earnings of $1.53 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings …

Is Capstone Copper (TSX:CS) Undervalued On Strong Q2 Results And Reaffirmed 2026 Guidance?

Is Stronger Earnings And Higher Guidance Altering The Investment Case For GDS Holdings (GDS)?

GDS Holdings Limited reported stronger Q2 2026 results with increased revenue and net income, alongside raising its full-year 2026 revenue guidance to CNY 12.70 billion–CNY 13.00 billion. This updated outlook supports the company's near-term demand story, particularly for its AI and cloud-driven pipeline, suggesting …

Jack Henry & Associates Inc. stock underperforms Thursday when compared to competitors despite daily gains

Jack Henry & Associates Inc. (JKHY) stock rose 2.33% on Thursday, ending a four-day losing streak, but still underperformed compared to its competitors. The S&P 500 Index and Dow Jones Industrial Average also saw gains on what was a positive trading day for the …