Sharemaestro Newsreel

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 …

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?

Global industrial VP & controller Axmacher sells $71,332 in stock

Thomas Axmacher, VP & Controller at Global Industrial Co (NASDAQ:GIC), recently sold 1,848 shares of the company's common stock for $71,332. This transaction occurred on August 6, 2026, with shares priced at $38.6 each. Following the sale, Mr. Axmacher now holds 7,366 shares of …

MongoDB (MDB) closes at $398.80 after 18.2% weekly surge

The infrastructure-software stock extended its medium-term advance, with trend confirmation active even as volume readings were not uniform.

DEADLINE REMINDER: Faruqi & Faruqi, LLP Investigates Claims on Behalf of Investors of Teradata

Faruqi & Faruqi, LLP is investigating potential claims against Teradata Corporation (NYSE: TDC) on behalf of investors who suffered losses exceeding $100,000. The firm reminds investors of the August 13, 2024 deadline to seek the role of lead plaintiff in a federal securities class …

Defense supplier IEH Corporation discloses Microsoft 365 mailbox breach via phishing

US defense and aerospace supplier IEH Corporation has reported a security incident where a cybercriminal gained access to its Microsoft 365 mailbox through a phishing attack. An employee fell victim to a scam involving a fake Microsoft sharing link, leading to the capture of …

Progress Software (PRGS) Rolls Out Agentic AI Tools, Is The Stock Still A Bargain?

Progress Software (PRGS) recently introduced agentic AI capabilities for its Sitefinity Generative CMS, leading to a significant rally in its stock price with 1-month and 3-month returns of 13.15% and 51% respectively. Despite this, Simply Wall St's analysis suggests the stock is still undervalued …

BTQ, ITRI Validate Compute-in-Memory Architecture for Post-Quantum Security

BTQ Technologies and Taiwan's Industrial Technology Research Institute (ITRI) have successfully validated BTQ’s Quantum Compute-in-Memory (QCIM) architecture for post-quantum cryptography within a TSMC 28-nm design environment. This collaboration, part of a global QCIM chip roadmap, demonstrated the architecture's ability to accelerate NIST-standardized cryptographic operations …

Bandwidth Inc. COO Devesh Agarwal Reports RSU Vesting and Partial Stock Sale

Devesh Agarwal, Chief Operating Officer of Bandwidth Inc. (NASDAQ: BAND), recently filed a Form 4. This filing disclosed the vesting of his restricted stock units (RSUs) and a subsequent partial sale of Class A Common Stock. The transactions occurred on August 8 and August …

Weekly Recap: 2026 guidance up ≈82% and Sovereign AI layer, OpenAI and Anthropic

Palantir Technologies (PLTR) recently raised its 2026 guidance significantly, projecting revenue of $8.15–8.158 billion and strong adjusted operating income and free cash flow. The company is also promoting a "sovereign AI control layer" that integrates external AI models like OpenAI and Anthropic while allowing …

Why Shift4 (FOUR) Stock Is Trading Lower Today

Why Shift4 (FOUR) Stock Is Trading Lower Today What Happened? Shares of payment processing company Shift4 Payments (NYSE:FOUR) fell 6.4% in the afternoon session after the company lowered its 2026 outlook, prompting Raymond James and UBS to cut price targets even while keeping positive …

Nayax Reports Second Quarter 2026 Results

Nayax Ltd. reported strong second-quarter 2026 results with revenue growing 28% to $123 million and year-to-date organic revenue growth of 24%. Despite a net loss of $10.1 million primarily due to high stock-based compensation expenses, the company achieved an Adjusted Net Income of $6 …