Sharemaestro Newsreel

NextNav Q2 Earnings Call Highlights

NextNav's Q2 earnings call highlighted strengthened financials, increased liquidity, and advancements in regulatory approval and technological partnerships for its 900 MHz terrestrial positioning, navigation, and timing network. The company became debt-free, increased liquidity to $300 million, and received support from SpaceX in its FCC …

CoreWeave (CRWV) and Super Micro (SMCI) Earnings Show AI Spending Is Still Surging

AI infrastructure stocks rose on Wednesday after strong quarterly financial reports from AI server hardware maker Super Micro Computer Inc. (NASDAQ:SMCI) and neocloud providers CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group NV (NASDAQ:NBIS). Big Tech companies have already signaled that spending on AI would not …

LiveRamp (RAMP) Stock Looks Reasonable On Earnings While Cash Flow Stays Strong

PayPal's Venmo: Can Monetization Sustain Its Mid-Teens Growth?

PayPal Holdings, Inc.'s PYPL Venmo is becoming a bigger part of the company's growth story as it pushes beyond peer-to-peer payments. In the second quarter of 2026, Venmo's total payment volume (TPV) rose 14% year over year, marking a seventh straight quarter of double-digit …

Bloom Energy Says It's Now "The Standard for AI Onsite Power." Here's What That Means for the Stock.

Key Points Bloom Energy offers ways for artificial intelligence data centers to generate their own electricity, rather than remain dependent on local utility companies. Its solution isn't quite as mainstream as CEO KR Sridhar recently described it as being. There's no denying Bloom's fuel …

Twilio Inc (TWLO) volume surge tests active weekly software trend

A 52-week weekly chart puts the move in longer context, with momentum improving but confirmation still measured.

Arqit Quantum Inc. R (3D6.MU) Stock Price, News, Quote & History

This page provides detailed stock information for Arqit Quantum Inc. (3D6.MU), including its current stock price, recent performance, key financial metrics, and comparison with benchmarks like the S&P 500. The stock is currently trading at 20.60 EUR, down 2.51%, with various performance metrics shown …

CrowdStrike Holdings (CRWD) Could Be 15% Above Fair Value As AI Security Buzz Builds

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. CrowdStrike Holdings (CRWD) is back in focus after its Fal.Con 2026 cybersecurity conference sold out faster than any prior year, signaling strong industry engagement …

Is Radware’s (RDWR) Revenue Growth With Softer Earnings Reframing Its Profitability Narrative?

Radware Ltd. reported Q2 2026 results with increased sales but declining net income and earnings per share, raising questions about its profitability despite revenue growth. The article discusses how this tension between revenue momentum and softening earnings, alongside a recent stock pullback after a …

New Era Energy & Digital Target of Unusually Large Options Trading (NASDAQ:NUAI)

Nvidia (NVDA) Stock Trades Down, Here Is Why

What Happened? Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) fell 2.1% in the afternoon session after investors grew concerned about a massive $500 billion financing plan for AI infrastructure and rising competition from major customers. The chipmaker is reportedly working with financial …

SpaceX, Nebius, Palantir, Super Micro, Quantinuum, Wendy’s, and More Stocks That Explain Today’s Market

Nebius soars as the so-called neocloud reports better-than-expected second-quarter results, while fellow neocloud company CoreWeave posts a narrower quarterly loss, sending the stock up sharply. Continue Reading

Update: US Equity Indexes Mixed as Easing Inflation Lifts Fed Policy Pause Bets While No End in Sight for Iran War

(Updates with index/price moves, macroeconomic data and company/geopolitical news from the first paragraph.)US equity indexes traded mixed as a drop in July's inflation rate to a four-month low increased the odds of another Federal Reserve policy pause while Iran's top military Silver Upgrade to …

CoreWeave and Nebius Group Deliver Earnings Shocker. Here's What It Signals About the Future of AI.

One of the biggest questions among investors these days is what the future holds for artificial intelligence (AI). After several years of rapid adoption and impressive stock price gains, some investors have taken a step back, looking for insight into what comes next. Missed …

CoreWeave CEO: We’re Booking 2020-Era NVIDIA GPUs Through 2029 at “Full Freight”

Quick Read CRWV posted $2.575B in Q2 2026 revenue, up 112% year over year, and added $25B in new contracts in just five post-quarter weeks. Intrator settled the GPU obsolescence debate by contracting 2020-vintage chips at full freight through 2029, proving older silicon still …

BTQ: All resolutions passed, directors elected, and no shareholder questions were raised

BTQ Technologies Corp. (BTQ) held its AGM where all proposed resolutions passed, including the election of directors, the appointment of an auditor, and the reapproval of the Omnibus Plan. The meeting concluded without any shareholder questions, with attendees directed to investor relations for further …

Core Scientific Rises as Investors Weigh Texas Policy Update, AMD Tie-Up, and Strong Q2 Momentum

Core Scientific (CORZ) saw a 6.5% stock increase, driven by investor confidence in its AI infrastructure, a supportive Texas policy update regarding data-center growth, and strong Q2 operating results. The company also benefited from a significant infrastructure partnership with AMD announced in late July. …

Microsoft Stock Drops While Maia Chip Ambitions Expand

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the software giant behind Azure, fell approximately 1.9% Wednesday morning as investors zeroed in on a potentially important new weapon in its AI race: Microsoft's own chips. Barron's reported that another Maia processor could arrive as …

Lumentum Rockets 15% on Blowout Earnings, Coherent Climbs 9%, Corning Gains 5% on Optics Earnings and CoreWeave, Super Micro Read-Through

Quick Read LITE surged 15% after revenue more than doubled to $1.01B in fiscal Q4 2026, with CEO Michael Hurlston noting pump-laser shipments are up 80% year over year and effectively sold out. SMCI jumped 16% and CRWV soared 20% on AI infrastructure prints …

Berkshire Hathaway Stock Drops as Buyback Rally Loses Steam

This article first appeared on GuruFocus. Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B), the giant built across insurance, railroads, energy and manufacturing, dropped approximately 1.4% Wednesday morning. But don't let the red screen tell the whole story. Berkshire had just raced to its highest level since Greg …

Palantir Technologies Inc. (PLTR) vs. BigBear.ai Holdings, Inc. (BBAI): Palantir’s “Otherworldly” Quarter Sends Shares Soaring 30%

Palantir Technologies Inc. (NASDAQ:PLTR) stock jumped 29.5% Tuesday, which was its second-best day ever after the company posted what CEO Alex Karp called an "otherworldly" second quarter. Revenue beat estimates, and growth happened quickly instead of slowing. Palantir raised its full-year guidance again. Why …

Tencent Stock Drops 4.3% as AI Capex Jumps 66%

This article first appeared on GuruFocus. Tencent Holdings (TCEHY), the Chinese internet powerhouse behind Weixin, gaming, advertising and cloud services, reported a quarter that showed exactly why investors are both excited and nervous about its AI push. Second-quarter revenue jumped 11% to 204.8 billion …

Why Micron Stock Is Surging Today

Key Points Micron's rally is continuing today, and the stock is now up more than 240% over the last year. The company's valuation is surging thanks to demand for AI memory chips and surging pricing power in the consumer market. Micron just broke ground …

Why Micron Stock Popped Wednesday

This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) shares climbed more than 5% Wednesday as investors assessed comments from company executives about persistent memory shortages and rising artificial intelligence demand. Micron said at a KeyBanc Capital Markets technology conference that industry supply may …

CALX SHAREHOLDER ALERT: Bronstein, Gewirtz and Grossman, LLC Announces that Calix, Inc. Investors Have Opportunity to Lead Class Action Lawsuit!

Bronstein, Gewirtz and Grossman, LLC has announced a class action lawsuit against Calix, Inc. (NYSE:CALX) and its officers. The lawsuit alleges that Calix made materially misleading statements regarding its margins, business, operations, and prospects between January 28, 2026, and April 21, 2026, failing to …

Gen Digital Inc. stock outperforms competitors despite losses on the day

Gen Digital Inc. (GEN) shares fell by 1.28% to $28.64 on Wednesday, marking its second consecutive day of losses. Despite this decline, the stock outperformed the broader market, which saw the S&P 500 Index rise by 0.26% and the Dow Jones Industrial Average fall …

Fund Update: New $50.4B $MSFT stock position opened by JPMORGAN CHASE & CO

JPMORGAN CHASE & CO has opened a new $50.4 billion position in Microsoft (MSFT) stock, as revealed by a recent SEC 13F filing for the Q2 2026 report period. This move highlights significant institutional activity in MSFT, with 3,308 investors adding shares while 2,639 …

F5 Inc. stock outperforms competitors on strong trading day

Shares of F5 Inc. (FFIV) rose 2.16% to $422.95 on Wednesday, marking its third consecutive day of gains. This performance occurred on a mixed trading day where the S&P 500 Index increased by 0.26% and the Dow Jones Industrial Average fell by 0.04%.

PagSeguro Digital Ltd. 2026 Q2 - Results - Earnings Call Presentation (NYSE:PAGS) 2026-08-12

Why Is CrowdStrike (CRWD) Stock Rocketing Higher Today

What Happened? Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) jumped 5.2% in the afternoon session after reports surfaced that autonomous AI agents built by OpenAI and Anthropic engaged in real-world hacking sprees, prompting House Democrats to demand congressional hearings for AI executives. The latest …

CI&T (NYSE:CINT) Issues Quarterly Earnings Results, Misses Estimates By $0.02 EPS

NetApp Inc. stock outperforms competitors on strong trading day

NetApp Inc. (NTAP) stock rallied 1.80% to $202.05, outperforming its competitors on a mixed trading day where the S&P 500 rose and the Dow Jones Industrial Average fell. The company's stock closed just shy of its 52-week high. This performance occurred amidst broader market …

Dan Ives Says CoreWeave, Cisco Earnings ‘Pieces of the Puzzle’ for AI Trade: ‘Get the Popcorn Out’

CoreWeave Inc(NASDAQ:CRWV) stock is trading higher Wednesday after the company beat Street estimates and shared a strong backlog. The stock is one of two highlighted by tech investor Dan Ives this week that could show the momentum trade in AI is still in its …

Precision Trading with Liveramp Holdings Inc. (RAMP) Risk Zones

Liveramp Holdings Inc. (RAMP) is showing neutral near and mid-term readings, potentially moderating a long-term positive bias, with an active mid-channel oscillation pattern. The article details three distinct AI-generated trading strategies—Position, Momentum Breakout, and Risk Hedging—tailored for different risk profiles, and highlights an exceptional …

Michael Burry Just Shorted Palantir Again -- He Thinks It's Headed Below $1

Michael Burry rose to prominence as one of the hedge fund managers who foresaw the 2007-2009 housing market collapse, a prediction later detailed in the book and feature film The Big Short. That one correct call effectively cemented his reputation as a skilled short-seller, …

Palantir Technologies Inc. (PLTR) turnover surges as weekly move broadens

The software-infrastructure stock remains a large-cap active mover, but confirmation is uneven after a sharp advance.