Sharemaestro Newsreel

Burry adds to AI shorts, says ‘Nebius is what the top of a boom looks like’

Astrid Stawiarz Michael Burry disclosed updated stock positions on Wednesday, adding to his short bets on Nebius (NBIS [https://seekingalpha.com/symbol/NBIS]), Micron (MU [https://seekingalpha.com/symbol/MU]), Oracle (ORCL [https://seekingalpha.com/symbol/ORCL]), and the iShares Semiconductor ETF (SOXX [https://seekingalpha.com/symbol/SOXX]), while increasing his long positions in Mercado Libre (MELI [https://seekingalpha.com/symbol/MELI]) and Zoetis …

Cetera Investment Advisers Has $1.26 Million Holdings in Zeta Global Holdings Corp. $ZETA

California State Teachers Retirement System Grows Stock Holdings in Paymentus Holdings, Inc. $PAY

South Korea's Kospi enters technical bull market as AI trade rebounds

[Abstract AI Symbol in Front of South Korean Flag – Representing AI Innovation and Technology in South Korea] J Studios South Korea's benchmark Kospi index entered a technical bull market on Thursday as the broader AI trade rebounded and traders pushed back expectations of …

Paysign, Inc. $PAYS Shares Acquired by Dimensional Fund Advisors LP

Dimensional Fund Advisors LP increased its stake in Paysign, Inc. (NASDAQ:PAYS) by 16.8% in the first quarter, acquiring 82,736 shares to hold a total of 575,619 shares. This comes amidst insider selling by Director Bruce A. Mina and EVP Joan M. Herman, though company …

Xunlei (NASDAQ:XNET) Stock Crosses Below Two Hundred Day Moving Average - Time to Sell?

Xunlei (NASDAQ:XNET) stock recently fell below its 200-day moving average, trading at $4.97, a 1.4% decrease. Analyst sentiment is cautious, with an overall "Hold" rating despite a recent downgrade from "Buy" to "Hold" by Wall Street Zen. The company shows financial stability with low …

Kaspi.kz Posts Strong H1 2026 Revenue Growth as Costs Hold Profit Flat

Kaspi.kz (KSPI) reported strong revenue growth in H1 2026, reaching KZT 2.19 trillion, but net income remained flat at KZT 511 billion due to significantly increased costs and operating expenses. The company's Super App-driven financial and retail ecosystem continues to scale, but rising cost …

Dimensional Fund Advisors LP Takes $3.78 Million Position in SailPoint, Inc. $SAIL

Dimensional Fund Advisors LP has acquired a new position in SailPoint, Inc. (NASDAQ:SAIL) worth approximately $3.78 million, joining other institutional investors in expanding their stakes. Despite recent insider sales to cover tax obligations, analysts maintain a "Moderate Buy" rating for SailPoint, with a consensus …

US Dollar Price Forecast: Can PPI Revive DXY as EUR/USD and GBP/USD Retreat?

US Dollar News: PPI and UK GDP Reshape FX Outlook Today's main driver of the US dollar is the reassessment of FED policy after the soft US consumer inflation numbers for July. The headline CPI increased by only 0.1% (month on month) and annual …

Cognyte Software (NASDAQ:CGNT) Stock Crosses Above 200-Day Moving Average - Should You Sell?

ORCL Stock Is Shaking Off AI Debt Jitters: Q4 Results Will Test If Rally Is Here To Stay

Infleqtion Reports Record Q2 Revenue, Raises 2026 Outlook as Quantum Commercialization Accelerates

Infleqtion reported record Q2 2026 revenue of $12.6 million, a 116% year-over-year increase, and raised its full-year 2026 revenue outlook to approximately $43 million, driven by accelerating quantum commercialization. The company secured proposed funding of up to $100 million from the U.S. Department of …

The Hidden Red Flag in Wall Street’s Price Targets

Nvidia and other tech stocks have a wide “dispersion” of price targets. Why that could be a problem for investors. Continue Reading

CrowdStrike’s 38.8M-share advance brings the 52-week high back into play, with valuation risk widening

CRWD rose 12.3% for the week and closed just 2.2% below its 52-week high, backed by above-average volume and an active weekly Trend Signal.

HCLTech expands NetApp partnership to launch consumption-based storage offering for enterprise AI

HCLTech and NetApp have expanded their partnership to introduce a hybrid cloud storage-as-a-service (STaaS) offering designed to help enterprises scale AI and data-driven workloads. This new offering combines HCLTech's U4X framework with NetApp Keystone, providing a consumption-based model for flexible infrastructure. The solution aims …

Nasdaq, S&P 500 Futures Fall Ahead Of CPI Data, Oracle Earnings: Why SMCI, TSM, CRWV, YYGH Are Keeping Traders Engaged Today

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

Akamai's second quarter results were met with a strong market response, following management's emphasis on the rapid expansion of its cloud infrastructure services and continued demand for security solutions. CEO F. Thomson Leighton highlighted that AI-driven workloads and large-scale enterprise commitments fueled growth, specifically …

Adyen lifts 2026 revenue outlook after strong first half

Aug 13 (Reuters) - Adyen, the Dutch ‌firm that ‌handles payments for ​Spotify and Microsoft, raised its annual revenue ‌growth ⁠forecast on Thursday as it ⁠continued to win ​more customers ​and ​invest in ‌its payments technology. Adyen now expects net revenue to grow between …

AI Is Bullish for Crypto, Bitwise Advisor Says

Undoubtedly, artificial intelligence is one of the biggest competitors for speculative investment capital in financial markets.

Earnings Update: Nayax Ltd. (TLV:NYAX) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts

Nayax Ltd. recently reported its second-quarter results, showing revenues of US$123m, largely in line with analyst expectations. However, following the report, analysts downgraded their earnings per share (EPS) estimates for 2026, despite no major changes to revenue forecasts. The consensus price target remained broadly …

International Money Express earnings missed by $0.22, revenue fell short of estimates

Jim Cramer’s Surprise AI Pick: Aramark (ARMK)

Jim Cramer has spent months tracking the expanding ripple effects of the artificial intelligence infrastructure boom. He has repeatedly pointed out how secondary beneficiaries are emerging in unexpected places. The theme took center stage when he highlighted Aramark (NYSE:ARMK) after the food services and …

Citadel Lists 10 Reasons to Be Bullish on August US Stocks: 33% Earnings Growth, Buyback Window Reopens With Over $1 Trillion

Palantir Technologies (PLTR) Is Up 8.0% After Raising 2026 Revenue Guidance On Stronger Q2 Results

In early August 2026, Palantir Technologies reported second-quarter results showing sales of US$1.94 billion and net income of US$1.06 billion, alongside stronger performance for the first half of the year and higher earnings per share than a year earlier. Management also raised full-year 2026 …

Why Rubrik (RBRK) Is Back In The Spotlight

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Rubrik (RBRK) is back in focus after partnering with Wipro on Enterprise Resilience as …

Trump signs memo enlisting private sector in cyber operations against foreign crime groups

janiecbros/E+ via Getty Images U.S. President Donald Trump signed a national security presidential memorandum on Wednesday to enlist the private sector to help federal law enforcement conduct cyber-offensive operations against foreign criminal groups targeting Americans. Trump signed the memorandum directing his administration to "leverage …

C3.ai vs. CrowdStrike: Which Tech Stock Is a Better Buy in 2026?

Key Points C3.ai specializes in industry-specific agentic AI applications designed for massive industrial and government organizations. CrowdStrike dominates the cloud-native cybersecurity market with its Falcon platform and expanding ecosystem of security partners. Investors have a choice between betting on a turnaround with C3.ai, or …

CoreWeave (CRWV) CDO converts and sells 197,000 shares under 10b5-1 plan

CoreWeave, Inc. Chief Development Officer Brannin McBee converted 197,000 shares of Class B Common Stock into Class A Common Stock on August 10, 2026. On the same day, McBee, along with a spouse and related trusts, sold these 197,000 Class A shares through multiple …

CoreWeave CDO Brannin McBee sells $17.6 million in class A stock

CoreWeave's Chief Development Officer, Brannin McBee, sold approximately $17.6 million in Class A common stock on August 10, 2026, through a Rule 10b5-1 trading plan. The sales occurred at prices between $88.7019 and $93.5016 per share, with the stock subsequently climbing to $107.74. Despite …

Analysts Offer Insights on NA Companies: Rapid7 (RPD) and Concentra Group Holdings Parent, Inc. (CON)

Analysts from BTIG and Wells Fargo have provided insights on Rapid7 (RPD) and Concentra Group Holdings Parent, Inc. (CON). BTIG maintained a Hold rating for Rapid7, while Wells Fargo assigned a Buy rating to Concentra, indicating potential upside. This report summarizes recent analyst actions …

Infleqtion Q2 Earnings Call Highlights

Infleqtion (INFQ) reported record Q2 2026 revenue of $12.6 million, a 116% increase year-over-year, and raised its full-year revenue outlook to $43 million due to strong demand in quantum computing and sensing. The company also announced potential funding of up to $100 million from …

CRWV Stock Gains Premarket Amid Market Rebound: Neocloud Operator Announces $3.5B Debt Raise

Goldman Sachs Names Dell, HPE, NetApp as Top Hardware Picks on AI Boom

Goldman Sachs has identified Dell Technologies, Hewlett Packard Enterprise (HPE), and NetApp as its top hardware picks, citing strong demand for AI servers and a recovering traditional server market. The firm maintained Buy ratings on all three companies, adjusting price targets for Dell ($510), …

Dropbox (DBX) Stock Still Looks Reasonable As $900 Million Buyback Looms

Aeva Technologies CTO Mina Rezk sells $2.4m in company shares

Mina Rezk, CTO of Aeva Technologies (NASDAQ:AEVA), sold 100,000 shares for over $2.4 million on August 10, 2026, through a pre-arranged trading plan. This sale follows a significant 82% surge in AEVA stock over the past year. Despite the sale, Rezk retains substantial direct …

GigaCloud CTO Xin Wan sells $3.06m in company shares

GigaCloud Technology Inc.'s CTO, Xin Wan, sold 60,000 Class A Ordinary Shares for approximately $3.06 million on August 11, 2026. This insider sale follows a 59% share return over the past year and comes amid strong Q2 2026 results for the company, which reported …