Sharemaestro Newsreel

Can Nutanix (NTNX) Stay Below Fair Value With Rich Earnings?

Stock Futures Rise as AI Vibe Shifts Before CPI Inflation Report

Stock futures were rising on Wednesday after cloud computing company CoreWeave, optical networking company Lumentum, and server maker Super Micro all reported solid quarterly results, breathing some life into the AI trade ahead of the July inflation report. Continue Reading

Quantinno Capital Management LP Increases Stock Position in Five9, Inc. $FIVN

Quantinno Capital Management LP significantly increased its stake in Five9, Inc. by 743.7% in Q1, now holding 116,426 shares valued at $1.77 million. This move is part of broader institutional interest, with hedge funds owning 96.64% of the company, while analyst sentiment remains a …

The Manufacturers Life Insurance Company Sells 833,712 Shares of Varonis Systems, Inc. $VRNS

The Manufacturers Life Insurance Company significantly reduced its stake in Varonis Systems, Inc. (NASDAQ:VRNS) by selling 833,712 shares, decreasing its holdings by 93.9% to 54,001 shares. Despite this large sale, institutional investors still hold 95.65% of the company's stock. Varonis reported strong quarterly revenue …

Oracle's Larry Ellison overtakes chief of world's second-most valuable company to become seventh-richest

Oracle co-founder Larry Ellison has become the world's seventh-richest person with a net worth of $190.6 billion, surpassing Nvidia CEO Jensen Huang. This shift occurred after Oracle shares climbed 2.6% while Nvidia shares slipped. Despite a recent surge in June that briefly made him …

Klarna Group PLC (KLAR) Earnings Forecast: Future EPS & Revenue Growth Estimates

This article provides an earnings forecast for Klarna Group PLC (KLAR), detailing its current earnings forecast score, average price target, and analyst ratings. Based on 24 analysts, the stock has an average price target of $45.50 and a general "Buy" trend. The article also …

3 Reasons We Love Meta (META)

3 Reasons We Love Meta (META) Over the past six months, Meta's shares (currently trading at $591.67) have posted a disappointing 11.8% loss, well below the S&P 500's 11% gain. This was partly due to its softer quarterly results and may have investors wondering …

Wall Street Analyst Predicts a $1.4 Trillion AI Boom in 2027: 3 Stocks to Buy Now

Key Points As the AI chip leader, Nvidia is a great stock to play booming AI capex. AMD is riding two powerful AI trends that are just getting started. Micron could be one of the biggest beneficiaries from higher-than-expected AI infrastructure spending. 10 stocks …

Global Artificial Intelligence (AI) Patent Landscape Report 2026: Analyzing Key Patent Holdings, R&D Filings, and IP Strategies of Industry Leaders

Company Logo Amid rapid 2026 breakthroughs, highlighted by Microsoft's and Google's expansion into autonomous AI agents, Nvidia's next-gen chip IP, and IBM's enterprise patent growth this detailed study provides an in-depth mapping of international patent filings, key assignee portfolios, technological clusters, and emerging licensing …

Amid Polycom's 2026 End-of-Life Shift and Cisco's Hardware Upgrades, New Patent Landscape Report Identifies Key IP Holdings in the Video Conferencing Market

Company Logo Amid a wave of technological shifts in 2026 including Cisco's rollout of Webex AI Agents, Microsoft Teams' enterprise security overhauls, Apple's iOS 26 FaceTime enhancements, and major hardware transitions away from legacy Polycom platforms—this comprehensive IP study analyzes the foundational patent portfolios …

Amdocs is one of the 5% of companies turning AI into real P&L returns. Here's how.

Amdocs, a telecoms services giant, has successfully leveraged AI to achieve significant P&L returns, standing out from the 95% of companies that see no gain from AI investments. By focusing on skill-based organization and internal mobility, Amdocs increased internal mobility to 40% and reduced …

Nutanix’s Secure AI Automation Push Might Change The Case For Investing In Nutanix (NTNX)

In August 2026, Nutanix launched an open-source Model Context Protocol (MCP) server for its Cloud Platform, allowing AI assistants like GitHub Copilot, Claude Code, and Cursor to safely translate plain-English requests into governed infrastructure actions via the Nutanix Prism v4 API. By embedding fine-grained …

Renaissance Technologies LLC Raises Holdings in Rackspace Technology, Inc. $RXT

Renaissance Technologies LLC increased its stake in Rackspace Technology, Inc. by 14% in the first quarter, bringing its total holdings to 2.04 million shares valued at approximately $2 million. This move is part of broader institutional investor activity, with hedge funds and other institutions …

Assenagon Asset Management S.A. Sells 132,515 Shares of Nayax Ltd. $NYAX

Assenagon Asset Management S.A. significantly reduced its stake in Nayax Ltd. by selling 132,515 shares, representing a 48.9% decrease. Despite Nayax exceeding Q2 revenue and adjusted EPS expectations, and reaffirming full-year guidance, investor concerns remain due to reduced free-cash-flow guidance, a net loss, lower …

Check Point Sees AI Security Spending Surge as 2027 Growth Setup Takes Shape

Key Points Interested in Check Point Software Technologies Ltd.? Here are five stocks we like better. AI cybersecurity spending could accelerate in 2027 as customers shift from experimental AI budgets to dedicated funding. Check Point expects rising AI-driven network traffic and demand for protections …

Michael Burry Just Shorted Nebius. Should Investors Avoid the Stock?

Key Points Nebius is growing quickly in a high-demand industry. Limited supplies of compute capacity and electrical power are among the factors dictating the pace of AI's expansion, making Nebius' assets more valuable. The company's heavy debt load is a concern, but if it …

CoreWeave (CRWV) Stock Soars 15% After Q2 Revenue Crushes Expectations at $2.58B

Assenagon Asset Management S.A. Sells 296,164 Shares of ACI Worldwide, Inc. $ACIW

Assenagon Asset Management S.A. significantly reduced its stake in ACI Worldwide, Inc. by 72.9% in the second quarter, selling 296,164 shares and retaining 110,063 shares valued at $5.5 million. Despite this sale, other institutional investors increased their positions, maintaining high institutional ownership at 94.73%. …

Technical Reactions to OSPN Trends in Macro Strategies

This article provides a technical analysis of OneSpan Inc. (NASDAQ: OSPN) trends, indicating neutral near-term readings and strong mid-term sentiment that may be stalling. It presents three distinct AI-generated trading strategies (Position, Momentum Breakout, and Risk Hedging) with specific entry, target, and stop-loss levels. …

BTQ Technologies to Host Live Webinar on Q2 2026 Financial Results and General Corporate Update

BTQ Technologies Corp. (Nasdaq: BTQ) will host a live webinar on Friday, August 14, 2026, at 12:00 p.m. EST to discuss its Q2 2026 financial results and provide a general corporate update. The financial statements will be released after market close on Thursday, August …

CoreWeave soars after fifth straight quarter of record revenue, raised guide

Investing.com -- CoreWeave shares jumped more than 15% on Tradegate Tuesday after the cloud-computing company posted its fifth consecutive quarter of record revenue and beat Wall Street estimates, underscoring continued strength in demand for AI computing. CoreWeave is a specialized cloud provider that buys …

CoreWeave Earnings: Diversified Customer Base and Software Traction Strengthen Fundamentals

CoreWeave reported a 24% sequential revenue increase to $2.6 billion in the second quarter, alongside a significant expansion in power capacity to over 1.5 gigawatts. The company's revenue backlog grew 56% sequentially to $104 billion, with an additional $25 billion added in the third …

Chardan initiates QumulusAI stock coverage with buy rating

Chardan has initiated coverage on QumulusAI Inc. (NASDAQ:QMLS) with a Buy rating and a $24.50 price target, citing the company's emerging cloud infrastructure business and growth potential driven by AI demand. Despite a significant year-to-date decline in stock price, QumulusAI is positioned to capitalize …

Block director Anthony Eisen sells $1.4m in class A stock

Block Inc. director Anthony Eisen sold 18,000 shares of Class A common stock across three transactions in August 2026, totaling approximately $1.42 million. These sales were part of a Rule 10b5-1 trading plan. This news comes as Block Inc. reported strong Q2 2026 earnings, …

Microsoft Corporation $MSFT is Cumberland Partners Ltd's 3rd Largest Position

Cumberland Partners Ltd significantly reduced its stake in Microsoft Corporation, yet MSFT remains its third-largest holding. The article details institutional ownership, recent analyst ratings, and the company's financial performance, including a strong earnings beat and a recent dividend announcement. It also highlights positive sentiment …

Norway $2.3 Trillion Fund Posts Best Quarter Since 2020

(Bloomberg) -- Norway's sovereign wealth fund, the world's largest, reported its best quarterly return in six years, helped by gains from its large holdings in global technology companies. Most Read from Bloomberg Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Phoebe Gates Knew Phia …

Is Appian’s (APPN) AI-Fueled Revenue Outlook Reframing Its Path to Profitability?

Usio (USIO) Earnings Date and Reports 2026

Aeva Technologies Inc (AEVA) Earnings Forecast: Future EPS & Revenue Growth Estimates

ZenaTech Inc (ZENA) Earnings Forecast: Future EPS & Revenue Growth Estimates

Fortinet, Inc. (NASDAQ:FTNT) Receives Consensus Rating of "Hold" from Analysts

Fortinet, Inc. (NASDAQ:FTNT) has received a consensus "Hold" rating from analysts, with an average 12-month price target of $150.91. The company recently exceeded quarterly earnings expectations, reporting an adjusted EPS of $0.90 and revenue of $2.05 billion. Despite the positive earnings, insiders have been …

Is NetApp (NTAP) Expensive On JetStream Deal And Earnings Hopes?

NetApp (NTAP) is under scrutiny after its acquisition of JetStream Software and ahead of its Q1 2027 earnings release. While its stock has seen significant gains, analysts are divided on its valuation, with some narratives suggesting it's overvalued at $175.69, while a discounted cash …

Five9, Inc. (NASDAQ:FIVN) Given Average Rating of "Moderate Buy" by Brokerages

Five9, Inc. (NASDAQ:FIVN) has received a "Moderate Buy" consensus rating from eighteen brokerages, with an average 12-month price target of $31.50, though some analysts have recently raised targets to $34-$36. The company recently surpassed quarterly earnings estimates with $0.70 EPS and $312.44 million in …

Precision Trading with Samsara Inc. Class A (IOT) Risk Zones

This article provides an in-depth analysis of Samsara Inc. Class A (NYSE: IOT) with a focus on risk zones and trading strategies generated by AI models. It highlights strong near and mid-term sentiment, a weak long-term outlook, and presents specific strategies for position trading, …

Oracle planning another layoff wave in September? Managers asked to 'prepare lists'

Oracle is reportedly planning another round of layoffs before September 1, asking managers to identify employees for potential role elimination. This follows approximately 21,000 job cuts in fiscal 2026, as the company balances workforce restructuring with massive investments in its cloud and AI infrastructure. …

Nvidia Partner Hon Hai’s Profit Beats on Sustained AI Spending

(Bloomberg) -- Hon Hai Precision Industry Co. reported a better-than-expected increase in quarterly profit, signaling robust global demand for AI hardware. Most Read from Bloomberg Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Phoebe Gates Knew Phia Shopping App Took Credit for Sales It …