Sharemaestro Newsreel

Cellebrite (CLBT) boosts H1 2026 revenue 17% while net income falls sharply

Why Netflix Stock Popped Today

This article first appeared on GuruFocus. Bill Ackman (Trades, Portfolio)'s Pershing Square Capital Management has built a new position in Netflix (NASDAQ:NFLX), returning to the streaming company after a costly exit in 2022, according to a six-month financial report. Warning! GuruFocus has detected 2 …

Microsoft Stock Rises as Ackman Reaffirms Azure Bet

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the software and cloud giant sitting at the center of the AI buildout, rose approximately 1.3% Thursday morning as Pershing Square laid out why it remains bullish. Forget the fact that this is not a new …

Q2 Earnings Highlights: Euronet Worldwide (NASDAQ:EEFT) Vs The Rest Of The Diversified Financial Services Stocks

This article reviews the Q2 earnings performance of diversified financial services stocks, focusing on Euronet Worldwide (NASDAQ:EEFT). While Euronet Worldwide reported softer-than-expected results with a significant miss on EBITDA and EPS, Paymentus (NYSE:PAY) delivered the strongest performance with high revenue growth and increased guidance. …

Notable Thursday Option Activity: DLO, AAP, OMER

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in DLocal Ltd (Symbol: DLO), where a total of 23,399 contracts have traded so far, representing approximately 2.3 million underlying shares. That amounts to about 138.5% of DLO's …

Neoclouds CRWV & NBIS Soar (Why they have room to run)

CoreWeave (CRWV) and Nebius Group (NBIS) are specialized AI cloud infrastructure providers often referred to as neoclouds or GPU hyperscalers. Unlike legacy cloud providers like Amazon Web Services (AWS), Microsoft Azure, and Google Cloud, which were designed for web servers and enterprise IT, Nebius …

Nvidia Rallies 7% as Goldman Warns Earnings Bar Is High

This article first appeared on GuruFocus. Nvidia Corp. (NVDA, Financials), the dominant supplier of artificial intelligence chips, has rallied 6.6% over the past five days as investors position for its Aug. 26 earnings report. Goldman Sachs cautioned that the recent run has raised the …

Apple Stock Rises While Norway Fund Reveals Huge Position

This article first appeared on GuruFocus. Apple (NASDAQ:AAPL), the consumer-tech giant behind the iPhone and one of the world's most powerful digital ecosystems, rose roughly 0.9% Thursday morning as Norway's Government Pension Fund Global revealed the sheer size of its Apple bet. The fund …

CoreWeave (CRWV) active-mover surge cools on today’s intraday chart

Turnover stayed heavy as the GenAI cloud platform’s weekly rebound contrasted with weaker twelve-week and confirmation readings.

Google Just Lost One Of Its Biggest AI Names

This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOGL) is facing another test of its ability to retain elite AI talent after former Google chief scientist Jeff Dean reportedly entered talks to raise $1 billion for his new startup, Discovery Loop, at a valuation near …

Is Remitly Global Inc (RELY) Overvalued After 5.7% Rally? GF Val

Remitly Global Inc (RELY) shares rallied 5.7% but are considered 5.6% overvalued by GuruFocus' GF Value™ at $25.62, compared to an intrinsic value of $24.26. Despite a strong GF Score™ of 74/100, high growth rank, and strong financial strength, the stock shows a weaker …

IREN Stock Jumps as Microsoft and Nvidia Back Its AI Cloud Push

This article first appeared on GuruFocus. IREN (NASDAQ:IREN) shares climbed about 5% on Thursday after the company confirmed that its first artificial intelligence cloud installation for Microsoft (NASDAQ:MSFT) had been delivered and accepted. The project, called Horizon 1, represents the first of four planned …

Oracle stock jumps as AWS partnership expands to 22 regions

This article first appeared on GuruFocus. Oracle (NYSE:ORCL) shares climbed 3% Thursday after the software company broadened its work with Amazon Web Services, expanding access to its AI Database service across 22 AWS regions. Oracle AI Database@AWS now supports additional capabilities, including access to …

Alphabet Stock Climbs as Norway Fund Ranks It Third

This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOG), the parent of Google, YouTube and Google Cloud, climbed approximately 1.1% Thursday morning as Norway's Government Pension Fund Global revealed the sheer size of its bet on the tech giant. The fund valued its Alphabet position …

Michael Burry Sends Fresh AI Warning on Nebius, Micron and Oracle

This article first appeared on GuruFocus. Michael Burry (Trades, Portfolio) has increased bearish positions tied to artificial intelligence and semiconductor stocks, while adding to selected long holdings, according to a Wednesday Substack post. Warning! GuruFocus has detected 3 Warning Signs with MU. Is MU …

JP Morgan Revises Microsoft Stock Target For 2026

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is winning a more bullish call from JPMorgan (NYSE:JPM) as accelerating Azure growth and expanding Copilot adoption strengthen the case that its massive AI infrastructure buildout is beginning to translate into higher-value software revenue. Analyst Samik …

Cellebrite Q2: This 33% Selloff Looks Like An Overreaction (NASDAQ:CLBT)

Cellebrite DI Ltd. (CLBT) experienced a significant 33% stock drop post-earnings, which the author believes is an overreaction. Despite missing Q2 guidance for ARR and revenue growth, and facing management transition and slower Inseyets conversions, the company maintains strong core products, high retention, and …

Cellebrite DI Releases Q2 2026 Financial Results

Cellebrite DI Ltd. reported mixed Q2 2026 financial results, with earnings per share meeting expectations at $0.11, while revenue of $131.1M slightly missed the $131.9M estimate. Despite the revenue miss, the company showed strong year-over-year growth, with total revenue up 16.0% and subscription services …

Radware positioned as a Leader in the SPARK Matrix™: API Security, 2026 by QKS Group

QKS Group has recognized Radware as a Leader in its SPARK Matrix™: API Security, 2026 report. Radware was lauded for its comprehensive API security platform, which includes continuous discovery, contextual testing, runtime posture management, and active mitigation, providing robust protection against various API threats. …

Intuit's AI and Mid-Market Push: Can Growth Follow Through?

Intuit Inc. INTU is significantly expanding its mid-market strategy by positioning QuickBooks Online Advanced for larger, fast-growing businesses and Intuit Enterprise Suite ("IES") for complex, multi-entity organizations. Its key product push, Intuit Intelligence Chat, allows finance teams to ask questions, generate reports, identify anomalies, …

How Infleqtion’s NASA-Driven Revenue Gives It an Edge in Quantum Computing

Infleqtion’s Infleqtion’s second-quarter numbers tell a familiar tech growth story: near-term losses continued to widen even as demand for its array of quantum technologies push revenue higher. Milestone-based payments from a NASA project drove most of the growth in the latest quarter—which was “100% …

Orion Digital (ORIO) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Thursday, Aug. 6, 2026 at 11:00 a.m. ET CALL PARTICIPANTS Investor Relations - Craig ArmitageFounder and Chief Executive Officer - David Marshall FellerPresident and Chief Financial Officer - Gregory Dean Feller TAKEAWAYS Adjusted EBITDA -- $3.3 million, up …

Gen Digital’s 25% quarter puts consumer cybersecurity near the high, with participation merely average

GEN closed at $29.17 after a 6.3% weekly gain, keeping its Trend Signal active, but the latest 32.8M shares traded only matched the recent volume base.

Oracle Expands AI Database Reach Across AWS

This article first appeared on GuruFocus. Oracle Corp. (ORCL, Financials), the enterprise software and cloud company, expanded its collaboration with Amazon Web Services as it pushes deeper into multi-cloud infrastructure. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test …

Why Nebius and CoreWeave Stocks Look Poised for More Gains

Nebius and CoreWeave stocks are flashing bullish technical signals as technology shares rebound, with the charts pointing to potentially significant gains by year-end. Continue Reading

BlackBerry Stock Surges Overnight As CFO Stands Firm On AI Vision — Retail Debates Meme Mania Vs Growth Story

Prediction: Synopsys Will Hit $650 on This Date

Synopsys (SNPS) shares are predicted to reach $650 by February 2028, despite a 34% drop over the past year and recent underperformance. This target hinges on achieving high-teen EPS by FY2027, accelerating Ansys acquisition margin synergies, and stabilizing export-control risks. The company, a leader …

Microsoft (MSFT) Is Pulling Back From China. Should Investors Worry?

Microsoft (NASDAQ:MSFT) once treated the idea of leaving China as unthinkable. Back in 2010, when Google walked away over censorship concerns, Bill Gates and then-CEO Steve Ballmer thought Google was overreacting. Fast forward to August 13, and Reuters reports that at least 15 Microsoft …

Shopify is Overvalued at 11.24X P/S: Buy, Sell or Hold the Stock?

Shopify SHOP shares are significantly overvalued, as suggested by a Value Score of F. In terms of the forward 12-month price/sales (P/S), SHOP is currently trading at 11.24X compared with the broader Zacks Computer and Technology sector's 6.55X. Shopify stock is pricey compared with …

Cloudflare, Inc. Class A Common Stock (Derivatives) Price History and Historical Data

This article provides the title for a page on CoinMarketCap dedicated to the price history and historical data for Cloudflare, Inc. Class A Common Stock (Derivatives). The content primarily lists various sections and features available on the CoinMarketCap platform, indicating a comprehensive resource for …

Repay Holdings (RPAY): AQR Capital reports 4.50M-share, 5.02% ownership stake

AQR Capital Management, LLC and its parent, AQR Capital Management Holdings, LLC, have filed an amended Schedule 13G indicating a 5.02% passive ownership stake in Repay Holdings Corp (RPAY). This stake amounts to 4,499,761 shares of Class A Common Stock, which includes 768 shares …

S&P 500 tags an all-time high and these 20 names have helped fuel the rally

[S&P Market Index Concept with Financial Graphs] AlexSecret The S&P 500 (SP500 [https://seekingalpha.com/symbol/SP500]) climbed to a fresh all-time high of 7,816.70 on Thursday, surpassing its prior record of 7,793.68 set on August 5. The benchmark advanced 0.6% for the session and is now up …

GOOGL Down 19% From 52-Week High: Buy, Sell or Hold the Stock?

Alphabet GOOGL shares closed at $343.54 on Wednesday, a drop of 19% from the 52-week high of $408.61 on May 18. The decline can be attributed to rising capital expenditure as GOOGL focuses on building its AI infrastructure. In the second quarter of 2026, …

Calix Extends Platform Leadership Beyond Broadband, Enabling Secure Grid Monitoring for Critical Utility Infrastructure

Advancing and facilitating trusted partnerships with 100+ electric cooperatives and utility providers, Calix introduces secure grid monitoring capabilities—supported by the newly launched GigaPro ONT—to improve the reliability and resiliency of communications infrastructure while protecting critical assets SAN JOSE, Calif., August 13, 2026--(BUSINESS WIRE)--Calix, Inc. …

SEC May Advance Crypto Rules, 24/7 Trading Without Clarity Act. OCC Paves Way For Crypto Banks.

The SEC on Friday will host a meeting on whether to introduce new cryptocurrency, trading proposals. OCC paves way for crypto banks. Continue Reading

Peter Thiel-backed company stock surges despite $280 million loss

Peter Thiel-backed crypto exchange Bullish reported a $280 million net loss for the second quarter of 2026, reversing a $108.3 million profit in the same period a year earlier. Despite the loss, investors sent Bullish shares sharply higher after the market opened on Thursday. …