Sharemaestro Newsreel

Grab Holdings Limited (GRAB) vs. Sea Limited (SE): Grab Raises Its Outlook as AI and Affordability Pay Off

On August 4, 2026, Grab Holdings Limited (NASDAQ:GRAB) raised its full-year revenue and profit forecasts. The company credited AI investments and an aggressive affordability push for helping it grow even as fuel prices rise across Southeast Asia. The stock jumped as much as 4.9% …

Ray Dalio: The AI investment game is happening — here's how to play

A version of this post was originally published on linkedin.com. This note is about how to play the investment game given what's happening now. Imagine that you're playing a game like bridge, poker, backgammon, or chess and have to make your move, and you …

Can Maximus Weather the VA Contract Hit and Rebuild Earnings Momentum?

Maximus, Inc. (MMS) faces a near-term earnings setback due to a temporary pause in performance incentives for a major Department of Veterans Affairs contract, which significantly contributed to profitability. This has led to a reduction in fiscal 2026 adjusted earnings and free cash flow …

BigBear.ai Doubles Down on Applied AI: Can It Win More Defense Deals?

BigBear.ai (BBAI) is centering its growth strategy on applied AI, particularly for defense and security, aiming to leverage its mission expertise to secure new contracts. Despite increasing revenues and contract wins, the company faces stiff competition from larger players like Palantir (PLTR) and C3.ai …

ASML Holding N.V. (ASML) vs. Taiwan Semiconductor Manufacturing Company Limited (TSM): A Key Supplier Says it Can Keep Up With the AI Boom

Zeiss, the German optics maker whose mirrors are critical to ASML Holding N.V. (NASDAQ:ASML)'s most advanced chipmaking machines, said this week that it's confident it has the capacity to handle booming AI-driven demand. The statement pushes back on investor worries about bottlenecks in the …

Earnings To Watch: TSS Inc (TSSI) Q2 2026 -- GF Value Sees 7% Downside

TSS Inc (TSSI) is preparing to release its Q2 2026 earnings on August 13, 2026, with revenue expected at $47.10 million and earnings at $0.06 per share. Analyst price targets suggest a 45.94% upside from the current price of $11.42, while GuruFocus's GF Value …

DXC Says Workplace Services Return 15+ Hours Per Employee Monthly

DXC Technology has launched DXC Workplace Services, an AI-native offering designed to enhance employee productivity and experience while simplifying IT operations. Enabled by the DXC OASIS platform and Human+ agentic AI, this service aims for measurable outcomes including a 40% reduction in operational complexity, …

Project Worldwide Consolidates AI & Digital Transformation Practice Under Wondersauce

Project Worldwide Expanded Global Practice Integrates Engineering Scale, Enterprise AI, and Experiential Design to Bridge Physical and Digital Brand Ecosystems Project Worldwide Consolidates AI & Digital Transformation Practice Under WondersauceLeft to right: Chris Meyer and John Sampogna NEW YORK, Aug. 12, 2026 (GLOBE NEWSWIRE) …

Rimini Street Expands C-Suite Leadership for Growth with Appointment of Two Proven Industry Veterans as Chief Operating Officer and Chief Delivery Officer

Rimini Street appoints Keith Costello as EVP and Chief Operating Officer and Alexander Guasch as EVP and Chief Delivery Officer LAS VEGAS, August 12, 2026--(BUSINESS WIRE)--Rimini Street, Inc. (Nasdaq: RMNI), the Software Support and Agentic AI ERP Company™ and the leading third-party support provider …

IBM’s Mainframe Business Just Had Its Worst Quarter in Years. Does That Make the Stock a Buy?

Broadridge Financial Solutions (NYSE:BR): A Quality Dividend Stock with Solid Fundamentals

EXL’s AI Helps Insurers Spot Risk and Triage Claims Faster

EXL (NASDAQ: EXLS) has been recognized as a Leader for the fourth consecutive year in the ISG Provider Lens® Insurance Services 2026 reports for both Property & Casualty and Life & Retirement services. ISG highlighted EXL's strong combination of insurance domain expertise, data, analytics, …

KEEL Stock Slides As Traders Gauge Cash-Rich, Loss-Making Setup

Keel Infrastructure Corp. (KEEL) stock is experiencing a pullback despite securing a major government contract, driven by its financial profile as a cash-rich but loss-making growth company. The company holds significant cash reserves but also carries substantial long-term debt and continues to report heavy …

Double Recognition by Gartner & IDC: Why 3.2 Million Global Merchants Choose Kingdee Ailit

HONG KONG, Aug. 12, 2026 /PRNewswire/ -- Recently, the Gartner® 2026 Voice of the Customer for Cloud ERP for Product-Centric Enterprises report ranked Kingdee No. 1 among global SaaS vendors in its category. The report highlighted a 93% willingness to recommend and an industry-leading …

Buy 2 AI-Led Engineering R&D Services Stocks to Tap Solid Price Upside

Engineering – R&D (research and development) Services industry is poised to benefit from the rapid usage of artificial intelligence (AI) technologies to deliver smart buildings and mega projects while identifying and addressing diminishing margins. These technologies have been helping firms achieve operational efficiencies, thereby …

CoreWeave Jumps 18% as AI Capacity Sells Out

This article first appeared on GuruFocus. CoreWeave Inc. (CRWV, Financials), the Nvidia-powered AI cloud infrastructure provider, jumped more than 18% in premarket trading after stronger forecasts reinforced expectations that demand for computing capacity remains extremely tight. Warning! GuruFocus has detected 4 Warning Signs with …

Broadridge Financial: Monetizing Its Own Disruption (NYSE:BR)

Nebius Soars As Bigger Loss Tops Views, Revenue Beats

Nebius stock rose after the cloud computing specialist reported a smaller-than-expected Q2 loss while revenue edged by expectations. Continue Reading

FIS Named World's Best Treasury Management Software by Global Finance

Key facts Global Finance has named FIS the World's Best Treasury Management Software in its 2026 World's Best Treasury & Cash Management Systems and Services Awards. FIS Treasury and Risk Manager serves corporate treasury departments of every industry and size around the world. FIS …

Brazilian Firms Adopt Microsoft AI with Governance

Organizations prioritize AI, application modernization, secure cloud operations amid changing regulations, ISG Provider Lens® report says SÃO PAULO, August 12, 2026--(BUSINESS WIRE)--Brazilian enterprises are adopting Microsoft AI and cloud technologies to improve business performance and respond to evolving regulatory and operational requirements, according to …

Skan AI Raises $63 Million to Give Enterprise AI the Context It's Missing: How Work Actually Gets Done

Trusted by a quarter of the Fortune 50, Skan AI delivers sustainable, reliable, and measurable AI outcomes across the most complex, regulated workflows in banking, insurance, and healthcare MENLO PARK, Calif., Aug. 12, 2026 /PRNewswire/ -- Skan AI, the context graph of work for …

EPAM Systems (EPAM) Earnings Beat Leaves Its Valuation Question Open

Capstone Holding Corp. (CAPS) restates EPS, posts higher 2025 loss and adds debt financing

Capstone Holding Corp. (OTC: CAPS) restates EPS as losses, debt and Nasdaq risks mount

Capstone Holding Corp. (OTC: CAPS) grows sales but remains unprofitable in Q2 2026

CYCU Q2'26 Earnings: EPS estimate is (0.56) USD

Cycurion, Inc. (CYCU) is scheduled to release its Q2'26 earnings on August 13, with an estimated revenue of $3.62 million and an EPS of ($0.56). The article provides a detailed table of past revenue and EPS figures, comparing reported numbers against estimates and highlighting …

Cycurion (NASDAQ: CYCU) sets Aug. 20 Panel hearing as Nasdaq listing review continues

Cycurion (NASDAQ: CYCU) has announced that its hearing before the Nasdaq Hearings Panel is scheduled for August 20, 2026, at 10:00 a.m. Eastern Time, to address its continued listing status. The company's common stock continues to trade on the Nasdaq Capital Market under the …

Cycurion confirms Aug. 20 Nasdaq hearing; common stock remains trading on Nasdaq

Cycurion (CYCU) has confirmed its Nasdaq Hearings Panel date for August 20, 2026, at 10:00 a.m. Eastern. The company's timely request for a hearing has halted the delisting process, allowing its common stock to continue trading on the Nasdaq Capital Market. A final decision …

US$42.18 - That's What Analysts Think Genpact Limited (NYSE:G) Is Worth After These Results

Genpact Limited's shares dropped 5.1% after its latest quarterly results, despite revenue meeting expectations and statutory profit per share slightly exceeding forecasts. Analysts have maintained their revenue and EPS predictions for 2026, with the consensus price target increasing by 7.4% to US$42.18, suggesting improved …

IBM (IBM) Commits To A Multi Year AI Inference Cluster Build

IBM and Together AI have announced a multi-year collaboration to build one of the industry's largest Nvidia-powered AI inference clusters on IBM Cloud. This partnership aims to support secure, large-scale AI inference for businesses and positions IBM as a key AI infrastructure partner. Investors …

WhiteFiber, Inc. GAAP EPS of -$0.39 beats by $0.05, revenue of $28.8M beats by $10.37M

* WhiteFiber, Inc. press release [https://seekingalpha.com/pr/20616167-whitefiber-inc-reports-second-quarter-2026-results] (WYFI [https://seekingalpha.com/symbol/WYFI]): Q2 GAAP EPS of -$0.39 beats by $0.05. * Revenue of $28.8M (+54.0% Y/Y) beats by $10.37M. * Adjusted EBITDA was approximately $5.5 million, an increase of 69% from approximately $3.3 million in the prior-year period. …

WhiteFiber (WYFI) grows HPC revenue but widens losses and adds $230M in debt

AQR Capital updates ExlService Holdings (EXLS) position with 4.46% ownership stake

AQR Capital Management, LLC and AQR Capital Management Holdings, LLC have filed an amended Schedule 13G, reporting a beneficial ownership of 6,812,609 shares, representing 4.46% of ExlService Holdings, Inc.'s common stock. This filing indicates that all voting and dispositive authority is shared between the …

Jack Henry & Associates Inc (JKHY) Earnings Forecast: Future EPS & Revenue Growth Estimates

This article provides an earnings forecast for Jack Henry & Associates Inc (JKHY), noting its current earnings forecast score of 7.88 within the Software & IT Services industry. Analysts have set an average price target of $185.00, with a consensus "Buy" rating based on …

FIFA to Build One Digital Identity for Fans Across Matches

FIFA has selected Globant to redesign its global digital fan engagement using AI Pods powered by Glob.AI. This partnership aims to unify fan identity, personalize FIFA.com, and enhance the FIFA Tournament App with real-time, data-driven experiences, moving towards an AI-native, consumption-based model. Initial pilots …

Creatio Recognized as the Only Visionary in the 2026 Gartner® Magic Quadrant™ for CRM Sales Platforms

Creatio has been named the sole Visionary in the 2026 Gartner® Magic Quadrant™ for CRM Sales Platforms, marking its tenth consecutive year in the research. The company attributes this recognition to its AI CRM and workflow platform, which emphasizes integrating AI into sales processes …