Sharemaestro Newsreel

AIOT Maintained by Craig-Hallum -- Price Target Lowered to $6.00

Craig-Hallum has maintained its "Buy" rating for PowerFleet (AIOT) but lowered the price target from $9.00 to $6.00, reflecting a cautious outlook despite the stock being undervalued by 36.5% according to GF Value™. The company, which provides AIoT software solutions, shows moderate overall performance …

Jim Cramer Highlights Arista Networks (ANET) Following Q2 Beat and 50% Rally

Arista Networks, Inc. (NYSE:ANET) posted $3.04 billion in total sales for Q2 2026, which represents a 37.7% year-over-year increase and beat Wall Street consensus estimates by $210 million. Non-GAAP earnings per share came in at $1.02, topping expectations by $0.13. The top-line expansion pulled …

VulnCheck Ranks No. 478 on the 2026 Inc. 5000 List of America’s Fastest-Growing Private Companies

717% Three-Year Revenue Growth Places VulnCheck in the Top 10% Overall and Among the Top 10 Cybersecurity Companies LEXINGTON, Mass., August 11, 2026--(BUSINESS WIRE)--VulnCheck, The Exploit Intelligence Company, today announced that it ranked No. 478 on the 2026 Inc. 5000 list, the annual list …

TWLO Q2 Deep Dive: AI Adoption and Platform Expansion Drive Revenue Acceleration

TWLO Q2 Deep Dive: AI Adoption and Platform Expansion Drive Revenue Acceleration Customer engagement platform Twilio (NYSE:TWLO) reported Q2 CY2026 results topping the market's revenue expectations , with sales up 22% year on year to $1.50 billion. On top of that, next quarter's revenue …

Brevo Named No. 1306 on the 2026 Inc. 5000 List, the Most Prestigious Ranking of America’s Fastest-Growing Private Companies

Brevo Logo Company Recognized for 100% Three-Year Revenue Growth, Earning a Place Among the Nation's Most Successful Independent Businesses Austin, TX, Aug. 11, 2026 (GLOBE NEWSWIRE) -- Brevo today announced it has been ranked No. 1306 on the 2026 Inc. 5000 list, the annual …

Rapid7 rallies over 17% after healthy Q2 print, announces 12% headcount reduction

Rapid7 (RPD [https://seekingalpha.com/symbol/RPD]) investors rejoiced on Tuesday, sending its shares soaring after a strong quarterly earnings report where the firm beat estimates for both its top and bottom lines. Shares of the cybersecurity services firm advanced 17.57% to $13.65. The company reported Q2 non-GAAP …

Atlassian and Doximity Just Surged 30% After Earnings: 3 Software Stocks with the Same Setup

It's a great feeling when a stock you own absolutely skyrockets higher after reporting earnings. Two software-as-a-service (SaaS) stocks, Atlassian (NASDAQ: TEAM) and Doximity (NYSE: DOCS), gave their investors something to cheer about when both companies' share prices skyrocketed more than 30% this past …

Michael Burry Doubles Down Again Against Major AI Stock

This article first appeared on GuruFocus. Michael Burry (Trades, Portfolio) is betting against Palantir Technologies (NASDAQ:PLTR)again, adding March 2027 put options with strike prices in the low-to-mid $100s as the famed investor challenges one of the market's richest AI valuations. The trade puts renewed …

Is Cisco Systems Stock Poised for New Highs as Q4 Earnings Approach?

Cisco Systems CSCO) is set to report its fiscal fourth-quarter results after the closing bell on Wednesday, Aug. 12, putting the networking giant back in the spotlight as investors assess whether its impressive momentum can continue. CSCO has been one of the market's stronger …

Kaspi.kz Posts Strong 2Q 2026 Results, Launches Kasper AI and Expands into Türkiye

Kaspi.kz, a Kazakhstani fintech and e-commerce operator, reported strong 2Q 2026 results with 15% year-on-year revenue growth and stable net income, driven by its Super App, new Kasper AI assistant, and e-commerce segment. The company also expanded into Türkiye by acquiring and rebranding Rabobank …

Alarum Investors Face October Lawsuit Deadline

A federal securities class action has been filed against Alarum Technologies Ltd. (NASDAQ: ALAR) following a significant decline in its American depositary shares. The lawsuit alleges that Alarum and its executives made false or misleading statements regarding its NetNut subsidiary, specifically concerning the alleged …

Marvell Could Be Next Winner in Microsoft AI Bet

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is reportedly preparing to unveil its next-generation Maia 300 AI accelerator, a move Wedbush says could create a meaningful new opportunity for Marvell Technology (NASDAQ:MRVL) and Taiwan Semiconductor Manufacturing (NYSE:TSM). The key issue for investors is …

WIX SHAREHOLDER ALERT: Bronstein, Gewirtz and Grossman, LLC Announces that Wix.com Ltd. Shareholders with Substantial Losses Have Opportunity to Lead Class Action Lawsuit!

Bronstein, Gewirtz & Grossman, LLC has announced a class action lawsuit against Wix.com Ltd. (NASDAQ:WIX) and its officers. The lawsuit alleges that Wix made false and misleading statements about the competitiveness, performance, and costs of its AI product offerings, causing shareholders to suffer losses. …

Palo Alto Networks Stock (PANW) Opinions on Congressional Purchases and Earnings Outlook

Bandwidth Q2 Results Raise the Stakes for Its AI Growth Strategy

Bandwidth Inc. BAND reported second-quarter results that exceeded expectations and raised its full-year 2026 outlook, giving investors a clearer test of whether AI-driven communications can become a larger contributor to enterprise growth and profitability. Revenue reached $220 million, up 22% year over year, while …

QumulusAI (QMLS) Signs Nvidia DRW Blackwell Deal: Can Contract Momentum Translate Into Revenue?

QumulusAI (QMLS) has signed a GPU-as-a-Service agreement with DRW, a global trading firm, for an Nvidia Blackwell B300 cluster, expanding its customer base beyond AI inference platforms. This deal adds to QMLS's growing pipeline of AI infrastructure agreements, pushing total announced customer agreements past …

Bandwidth Stock Faces a Growth Versus Valuation Test for Investors

Bandwidth Inc. BAND enters the second half of 2026 with faster enterprise demand, rising software contribution and improving profitability. The investment question is whether those gains can support the stock's valuation or whether investors should wait for additional evidence that growth can translate into …

Bandwidth Stock Rises 21.7% in a Week: Can the Rally Still Continue?

Bandwidth Inc. BAND has gained 21.7% in a week, putting its operating progress under a brighter spotlight. The central question is whether improving fundamentals and rising demand for AI-driven communications can support further investor interest after the recent advance.Zacks Investment Research Image Source: Zacks …

Cloudastructure Announces Debt-for-Equity Exchange Agreement

Cloudastructure, Inc. (CSAI) has entered into a debt-for-equity exchange agreement with Streeterville Capital, LLC. The company converted a $108,332.50 portion of a promissory note into 22,297 shares of Class A common stock, reducing its debt but diluting existing equity holders. TipRanks' AI Analyst, Spark, …

Rackspace: Already Generating Healthy Profit, AMD/Palantir Monetization Ahead (NASDAQ:RXT)

Rackspace (RXT) is highlighted as an attractive AI infrastructure play due to its recurring revenue model and strategic partnerships with companies like Palantir and AMD. The article points to RXT's strong Q2 results, favorable revenue mix shift towards private cloud, and healthy adjusted EBITDA …

Rapid7 Announces 2026 Restructuring to Refocus Core Platform

Rapid7 (RPD) announced a restructuring plan on August 7, 2026, including a 12% workforce reduction, to refocus investments on its core Command Platform, detection and response, and exposure management solutions. This move is expected to incur $10-$11 million in charges primarily in Q3 and …

Rapid7 to cut 12% of workforce in restructuring plan

Rapid7, Inc. announced a restructuring plan approved by its board on August 7, 2026, which includes a 12% reduction in its workforce. The company expects to incur $10 million to $11 million in charges, primarily cash payments for employee transition and severance. The majority …

Palantir (PLTR) AI Drives US Targeting In Iran As Missile Bottleneck Emerges

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Palantir Technologies (NasdaqGS:PLTR) is reported to be the primary operating system behind the U.S. military's AI driven targeting in Iran through the Pentagon's …

Splitit Ranked No. 1614 on the 2026 Inc. 5000 List, the Most Prestigious Ranking of America's Fastest-Growing Private Companies

Company Recognized for 216% Three-Year Revenue Growth, Earning a Place Among the Nation's Most Successful Independent Businesses ATLANTA, Aug. 11, 2026 /PRNewswire/ -- Splitit, the global leader in card-linked installment payments, today announced it has been ranked No. 1614 on the 2026 Inc. 5000 …

VeriSign Inc. stock underperforms Tuesday when compared to competitors

VeriSign Inc. (VRSN) stock fell 1.95% on Tuesday, closing at $287.63. This underperformance occurred on a generally down day for the market, with both the S&P 500 Index and Dow Jones Industrial Average also recording losses. This marks the second consecutive day of losses …

Stocks Finish Lower as Soaring Crude Prices Spur Inflation Fears

The S&P 500 Index ($SPX) (SPY) closed down -0.06% on Monday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.11%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.34%. September E-mini S&P futures (ESU26) fell -0.07%, and September E-mini Nasdaq futures (NQU26) …

AI Data Center Boom Drives Record Gas Turbine Orders; GE Vernova, Caterpillar Among Leaders

Data center power needs are driving record gas turbine orders. GE Vernova and Caterpillar are among the leaders. Continue Reading

DigitalOcean (DOCN) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Tuesday, Aug. 4, 2026 at 8:00 a.m. ET CALL PARTICIPANTS Chief Executive Officer - Padmanabhan SrinivasanChief Financial Officer - Matt SteinfortHead of Investor Relations - Radu Patrichi Need a quote from a Motley Fool analyst? Email pr@fool.com TAKEAWAYS …

Rackspace outlines 30-megawatt AMD AI deployment by end of 2028, targeting $450M-$600M annual revenue

Earnings Call Insights: Rackspace Technology (RXT) Q2 2026 MANAGEMENT VIEW * "I want to start by reviewing our progress toward a clear strategic goal, becoming the accountable provider and operator of the full enterprise AI stack from core to cloud to edge" (CEO & …

Neros valuation triples to $2.5B as drone maker raises $250M

[An interceptor drone during the interception of combat drones] MikeMareen/iStock via Getty Images Defense technology startup Neros raised $250 million in new funding, tripling its valuation to $2.5 billion as it ramps up drone production to meet growing U.S. military demand. Sequoia Capital and …

Palo Alto Networks Jumped Almost 6% in a Day as AI Hacking Fears Spiked. Here’s Where the Stock Could Go in 2026

NVIDIA CEO Jensen Huang Just Announced $500 Billion in New Funding: Here’s Why Amazon, Microsoft, and Google Are Taking It Hard.

Quick Read Jensen Huang's $500B framework with Apollo, BlackRock, and four other Wall Street giants reframes GPU compute as bankable infrastructure, lifting NVDA shares. AMZN fell 2.4% while CRWV rose as Huang's capital pool arms rival neoclouds to challenge hyperscalers already spending $745B on …

3 Reasons Why Growth Investors Shouldn't Overlook Paymentus (PAY)

Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all. In addition to volatility, these stocks carry above-average risk by …

How a book that inspired Warren Buffett and a $14,000 side hustle helped billionaire Bill Ackman get started as an investor

Billionaire Bill Ackman has built a $35 billion hedge fund, led high-profile overhauls at companies like Chipotle, and boasts an eye-watering investment portfolio through his firm, ranging from Amazon to Microsoft. Now, he's revealing the two things that moved the needle in his career: …

ZENA Stock Rips As ZenaTech Extends Drone-As-A-Service Reach

ZenaTech Inc. (ZENA) stock surged by 9.94% following a new AI chip partnership and aggressive expansion of its Drone-as-a-Service (DaaS) platform. The company's recent acquisitions, including Velocity Geomatics and BA Land Professionals, are extending its reach into Canadian oil and gas environmental services and …

Is Radware (RDWR) Fully Valued Following Q2 Results And Q3 Revenue Guidance?

Radware (RDWR) reported Q2 2026 results with increased sales but lower net income compared to the previous year, alongside Q3 revenue guidance. Despite recording a 19.68% year-to-date share price return, the company's shares are considered overvalued, trading at a P/E of 69.4x, significantly above …