Sharemaestro Newsreel

Intel's Foundry Grew 31% Last Quarter and Lost $2.1 Billion Doing It.

Key Points Intel Foundry's second-quarter operating loss narrowed to $2.1 billion from $3.2 billion a year earlier, on revenue that rose 31% to $5.8 billion. External customers supplied $293 million of the foundry's quarterly revenue; the rest came from Intel's own chips. Intel has …

Microsoft Corporation $MSFT Shares Sold by Bollard Group LLC

Bollard Group LLC reduced its stake in Microsoft Corporation by 2.2% in the first quarter, selling 6,470 shares and now owning 284,246 shares valued at $105.22 million. Other institutional investors adjusted their holdings, with some increasing and others decreasing their positions. Microsoft also announced …

VirnetX Holding Corp (VHC) Earnings Forecast: Future EPS & Revenue Growth Estimates

This article provides an earnings forecast for VirnetX Holding Corp (VHC), including future EPS and revenue growth estimates. It lists current market data, such as the stock price and market cap, and highlights that the financial data was updated on August 10, 2026. The …

Paysafe Ltd (PSFE) Earnings Forecast: Future EPS & Revenue Growth Estimates

PagSeguro Digital (PAGS) Earnings Date and Reports 2026 $PAGS

Amber International Holding Ltd (AMBR) Earnings Forecast: Future EPS & Revenue Growth Estimates

AI’s biggest buildout is here. These stocks offer a way to invest in the data center boom

The AI revolution is leading to a massive boom in data centers. Major cloud service providers like Google, Meta, Microsoft, and Amazon are engaged in a frenzied bid to keep up with the demand for AI services, and are spending hundreds of billions of …

(IMXI) Movement Within Algorithmic Entry Frameworks

This report analyzes International Money Express Inc. (NASDAQ: IMXI) using AI models, highlighting weak near and mid-term sentiment and a neutral long-term outlook. It provides specific entry, target, and stop-loss levels for position trading, momentum breakout, and risk hedging strategies. The analysis also details …

PRGS|Progress Software Corp|Price:43.325|Chg%:+0.485

Should Value Investors Buy ONESPAN (OSPN) Stock?

This article analyzes ONESPAN (OSPN) stock through a value investing lens, highlighting its Zacks Rank #2 (Buy) and "A" Value grade. It examines various valuation metrics such as P/E, P/B, P/S, and P/CF ratios, comparing them against industry averages. The analysis suggests that OSPN …

Are Investors Undervaluing Teradata (TDC) Right Now?

Zacks Equity Research suggests that Teradata (TDC) appears undervalued based on several financial metrics. The company currently holds a Zacks Rank #2 (Buy) and an "A" grade for Value. Analysis of its Price/Book (P/B) ratio and Price/Cash Flow (P/CF) ratio indicates it is priced …

Telos Corporation 2026 Q2 - Results - Earnings Call Presentation (NASDAQ:TLS) 2026-08-11

SEC Accuses Adit Ventures Of Fraud In SpaceX, Klarna Pre-IPO Deals - SpaceX (NASDAQ:SPCX)

The SEC has charged Adit Ventures, its CEO Eric Munson, and three affiliated general partners with defrauding investors in pre-IPO deals involving companies like SpaceX and Klarna. The alleged misconduct includes misrepresenting fund holdings, unauthorized use of client money, and undisclosed fees from April …

VivoPower PLC Stock Historical Valuations

This article provides historical valuation data for VivoPower PLC (HAM:51J) from GuruFocus.com. It includes key financial metrics such as market capitalization, P/B ratio, and enterprise value, noting that the company is currently operating at a loss. The page also highlights seven severe warning signs …

5 Must-Read Analyst Questions From Teradata’s Q2 Earnings Call

5 Must-Read Analyst Questions From Teradata's Q2 Earnings Call Teradata's second quarter results disappointed investors despite exceeding Wall Street's revenue and profit expectations. Management attributed the quarter's performance to strong recurring revenue and improved operating margins, supported by platform innovations like the new Autonomous …

After Earnings, Is Microsoft Stock a Buy, a Sell, or Fairly Valued?

Cloudflare Wants to Control the Identity and Money Layer for Agent Commerce

A CDN giant is issuing per-agent wallets with spending caps and merchant allow-lists, betting it can own the settlement pipe before agents start spending real money. Cloudflare has entered the agent commerce race with a two-tier wallet architecture designed to give developers programmable control …

GigaCloud Technology (GCT) Posted Strong Q2 Growth And A Buyback, Is It Still A Bargain?

Cyabra Accelerates Public Sector Expansion Amid Surging Global Demand for Narrative Intelligence with VP of U.S. Government Sales Appointment

Cyabra, an AI-powered platform for detecting coordinated manipulation, has appointed Keith E. Noble, Ph.D. as Vice President of Government Sales to lead its expansion in the public sector. This move comes as demand for narrative intelligence surges among federal, state, and local agencies facing …

CoreWeave Earnings Will Test Its Speedrun to AI Hyperscale

CoreWeave earnings are expected to show another quarter of triple-digit sales growth as the AI cloud company spends billions on data centers and inches toward profitability. Continue Reading

AI Stocks With Real Revenue Ties From Appian to Figma and Corsair

Jim Cramer’s AI Security Play: Why CrowdStrike (CRWD) and Palo Alto (PANW) Are Dominating the Market

Wall Street's early-year assumption that generative AI would commoditize cybersecurity led short sellers to bet heavily against specialized software platforms. However, as autonomous AI tools scale, enterprise networks face increasingly complex threat vectors that require dedicated platform security. During the August 6 episode of …

Jim Cramer Recommends Goldman Sachs and Morgan Stanley to Profit From Accelerating M&A Deals

During Mad Money's August 6 episode, host Jim Cramer highlighted why investors should target elite advisory firms rather than speculating on acquisition targets, as he said: Here's a big theme that right now really only impacts two large companies: pent-up demand for mergers and …

Nayax Q2 Earnings Call Highlights

Nayax reported strong Q2 revenue growth of 28% to $123 million, reiterating its full-year revenue and adjusted EBITDA outlook. The company saw organic revenue growth of 21% and increased recurring revenue, driven by merchant onboarding and expansion into high-value verticals like EV charging. Despite …

Jim Cramer Discusses Retailers He Likes: Williams-Sonoma (WSM) and Ralph Lauren (RL)

During the August 6 episode of Mad Money, host Jim Cramer highlighted the power of investing in strong retail themes supported by resilient consumers. Grouping together two premier names in the luxury and home furnishings space, Cramer pointed out: I love themes. They help …

Jim Cramer Endorses Lockheed Martin as “Sensational”

Jim Cramer has endorsed Lockheed Martin (LMT) as "sensational," citing strong financial performance, a record $230 billion backlog, and an excellent CEO. He suggests a phased accumulation strategy for buying the stock due to its volatility. Despite Cramer's bullish view and rising hedge fund …

Zscaler Is Down 50% While Its Non-Seat Revenue Keeps Growing. Here’s Where the Stock Could Go

Zscaler's stock is down 50% from its 52-week high, trading at 25 times forward EBITDA, which is the average for its software peers despite 25% recurring revenue growth. The market's concern stems from Zscaler's per-user pricing model, perceived as vulnerable to AI-driven headcount reductions. …

Jim Cramer Picks CoreWeave (CRWV) as the Better Buy Over IREN

When a caller asked about IREN Limited (NASDAQ:IREN) during the lightning round of the August 6 episode of Mad Money, Jim Cramer remarked, "If you like IREN… you got to go buy CoreWeave. CoreWeave is cheaper and better, okay?" Capital Models and Historical Commentary …

Rapid7 Inc (RPD) (Q2 2026) Earnings Call Highlights: Strategic Restructuring and Margin ...

This article first appeared on GuruFocus. Total ARR: $824 million at the end of Q2 2026. Core Platform ARR: Over 80% of total ARR, growing approximately 1% year-over-year. Detection and Response ARR: Approximately 55% of total ARR, growing approximately 5% year-over-year. Total Revenue: $210.9 …

Why Is Atlassian (TEAM) Stock Soaring Today

What Happened? Shares of collaboration software company Atlassian (NASDAQ:TEAM) jumped 37.4% in the afternoon session after the company reported second-quarter results that surpassed Wall Street's expectations and provided a strong forecast for the upcoming quarter. During the earnings call, management attributed the 27.6% surge …

Rackspace Technology beats top-line and bottom-line estimates; reaffirms FY26 outlook

* Rackspace Technology press release [https://seekingalpha.com/pr/20613631-rackspace-technology-reports-second-quarter-2026-results] (RXT [https://seekingalpha.com/symbol/RXT]): Q2 Non-GAAP EPS of -$0.08 beats by $0.01. * Revenue of $670M (+0.6% Y/Y) beats by $24.10M. * Capital expenditures were $28 million in the second quarter of 2026, compared to $31 million in the second …

Five9 (FIVN) Stock Trades Up, Here Is Why

Five9 (FIVN) stock jumped 17.7% after the company announced Q2 results that exceeded Wall Street's revenue and profit expectations. The cloud contact center software provider reported adjusted earnings of $0.70 per share on revenue of $312.4 million, with revenue growing 10.3% year-over-year. Management also …

Core Scientific Supports Governor Abbott’s Focus on Responsible Data Center Infrastructure in Texas

Core Scientific, a leader in digital infrastructure, has voiced support for Governor Greg Abbott's initiative to enhance transparency and accountability in Texas's data center development. The company emphasizes the importance of responsible growth that prioritizes grid reliability, local residents, and proper cost allocation for …

Telos Corp (TLS) (Q2 2026) Earnings Call Highlights: Revenue Surges 33% and Adjusted EBITDA ...

Telos Corp (TLS) reported strong Q2 2026 earnings, with revenue increasing 33% year-over-year to $47.7 million and Adjusted EBITDA reaching $6.9 million, both exceeding guidance. The company also generated $6.6 million in free cash flow and repurchased over 1 million shares. Despite some expected …

Palantir CTO Shyam Sankar sells $5.4 million in shares By Investing.com

Palantir Technologies CTO Shyam Sankar sold 35,000 Class A common stock shares for $5.4 million on August 6, 2026, as part of a pre-existing trading plan. The shares were sold at prices ranging from $153.4046 to $157.4435 after being converted from Class B shares. …

Bandwidth (BAND) Lifted Guidance, Is The Upside Already Priced In?