{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: United States Software - Infrastructure news", "home_page_url": "https://sharemaestro.com/newsreel/us/technology/software-infrastructure/", "feed_url": "https://sharemaestro.com/newsreel/us/technology/software-infrastructure/feed.json", "description": "Latest Software - Infrastructure company headlines from United States, newest first, with source links and direct routes to company research and sentiment.", "language": "en", "items": [{"id": "watch:cfe14b2d-85bf-4493-bbef-e4ff06f2e3f7", "url": "https://sharemaestro.com/market-watch/uipath-path-active-screen-9-3-jump-104-5-million-shares/", "external_url": null, "title": "UiPath Inc (PATH) hits active screen on 9.3% jump and 104.5 million-share turnover", "content_text": "The software-infrastructure stock came in with strong weekly momentum, while today intraday price path shows the move cooling after the open.", "date_published": "2026-08-14T15:59:23.455642+00:00", "authors": [{"name": "Sharemaestro Market Watch"}], "tags": ["Intraday mover", "PATH"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "PATH", "name": "Uipath Inc", "sentiment_url": "https://sharemaestro.com/sentiment/305f725b-6693-403f-9295-739e40b95e9a/"}]}}, {"id": "source:00ab9eaf0731400f6ac6c0a828c63c691a0a7b4aeaf28e864fc0e96f2c7899ac", "url": "https://finance.yahoo.com/technology/ai/articles/salesforce-challenging-orcl-msft-agentic-145000999.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/salesforce-challenging-orcl-msft-agentic-145000999.html", "title": "How Is Salesforce Challenging ORCL & MSFT in the Agentic AI Space?", "content_text": "Salesforce, Inc. CRM is stepping up its competition with Microsoft Corporation MSFT and Oracle Corporation ORCL in agentic AI by combining customer data, business applications and autonomous AI agents on one platform. Its Agentforce platform is already gaining commercial traction, giving Salesforce a strong starting point in the fast-growing enterprise AI market. The early numbers suggest that this strategy is gaining momentum. In the first quarter of fiscal 2027, Salesforce's Agentforce annual recurring revenues (ARR) reached $1.2 billion, up 205% year over year. 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Digital communication network. Technological abstract.] metamorworks/iStock via Getty Images INVESTORS SHOULD KNOW: Quantum Computing Inc. (QUBT [https://seekingalpha.com/symbol/QUBT]) is emerging as a key public-market pure-play in quantum and photonics technology. With its latest earnings release, the company disclosed that roughly 70\u201380% of its revenue is tied to government contracting. This underlines the ways in which public revenue sources can contribute to growth in the nascent industry. But the results also show how the sector remains in the early stages of ", "date_published": "2026-08-14T14:41:31+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Earnings", "XNDU"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "XNDU", "name": "Xanadu Quantum Technologies Limited Class B Subordinate Voting Shares", "sentiment_url": "https://sharemaestro.com/sentiment/9d52bd59-4686-4972-b21d-95c489840161/"}]}}, {"id": "source:2e3cecf0fcfae5e009d57d0487ef0daad6c35804b38b23e0fa1f67fad43a1f4e", "url": "https://finance.yahoo.com/markets/stocks/articles/software-m-heats-saas-stocks-144100864.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/software-m-heats-saas-stocks-144100864.html", "title": "Software M&A heats up: Which SaaS stocks could be next for private equity?", "content_text": "Investing.com -- Workday (WDAY) shares surged nearly 18% on Wednesday, August 13, their best single-day gain since 2016, after Reuters reported that private equity firm Silver Lake is in talks to acquire the enterprise software company in a deal that would rank among the largest software buyouts in history. The surge rippled immediately across the software sector, reigniting a debate that has dogged the industry for months: whether the deal reflects a genuine valuation floor for beaten-down SaaS names, or signals that even blue-chip software companies are struggling to navigate the AI transiti", "date_published": "2026-08-14T14:41:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "PATH"], "_sharemaestro": {"country": "United States", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "PATH", "name": "Uipath Inc", "sentiment_url": "https://sharemaestro.com/sentiment/305f725b-6693-403f-9295-739e40b95e9a/"}]}}, {"id": "source:8fcdcb24829aa755a6ac34eb41421f403b255b456090eb939d1bcb1cce503643", "url": "https://finance.yahoo.com/technology/ai/articles/microsoft-msft-ai-strategy-cloud-135455507.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/microsoft-msft-ai-strategy-cloud-135455507.html", "title": "Microsoft\u2019s (MSFT) AI Strategy: Cloud Growth, Big Bets, and Key Risks", "content_text": "Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for \"Aoris International Fund\". A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8\u201312% after fees over a 5\u20137-year market cycle. During the June quarter, international equity markets, as represented by the MSCI AC World Accumulation Index ex Australia, returned 13.8% in AUD terms. In local currencies, the return 15.1%. 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The disposition reduced the insider's direct equity position by 1%. The transaction was executed under a Rule 10b5-1 trading plan established on July 9, 2025. The activity occurred with the stock returning 3.5% over the 12 months ending on the August 7, 2026 transaction date.10 stocks we like better than Box \u203a Olivia Nottebohm, Chief Operating Officer of Box, Inc.(NYSE:BOX), reported a sale of 5,834 shares of Class A Common Stock on Aug. 7, 2026, according to a recent SEC Form 4 filing. Transaction su", "date_published": "2026-08-14T13:05:01+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "BOX"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "BOX", "name": "Box Inc", "sentiment_url": "https://sharemaestro.com/sentiment/dc18743d-a87c-4883-bfe7-a88dd2ad6a67/"}]}}, {"id": "source:13017d1aa2adc2d181900ddbedd5a8fb1e1e0af6fd737ff4e9452136fa71cb0c", "url": "https://news.google.com/rss/articles/CBMiWkFVX3lxTFB2X2VBN254dTBMcG9mWGw0bkR4dmVsZ1JRajJ6VUVGckVsNmZ1b1o1MVZZcU4zelBNbHhCcmZfOHdPR2dILU9mUXhkQmRZNDlNZnVFVDVwRUNmZw?oc=5", "external_url": "https://news.google.com/rss/articles/CBMiWkFVX3lxTFB2X2VBN254dTBMcG9mWGw0bkR4dmVsZ1JRajJ6VUVGckVsNmZ1b1o1MVZZcU4zelBNbHhCcmZfOHdPR2dILU9mUXhkQmRZNDlNZnVFVDVwRUNmZw?oc=5", "title": "CPAY|Corpay Inc|Price:425.190|Chg%:+15.510", "content_text": "CPAY|Corpay Inc|Price:425.190|Chg%:+15.510", "date_published": "2026-08-14T12:56:03+00:00", "authors": [{"name": "TradingKey"}], "tags": ["Market update", "CPAY"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "CPAY", "name": "Corpay Inc", "sentiment_url": "https://sharemaestro.com/sentiment/74aabaad-ab61-4f20-83a2-1f3e7fdb90f2/"}]}}, {"id": "news:89861f22-75c6-4b26-adf2-1d009d1b316b", "url": "https://sharemaestro.com/news/palantir-39-week-volume-mixed-confirmation/", "external_url": null, "title": "Palantir\u2019s 39.8% week draws 434M shares, but the signal stack has not confirmed the rebound", "content_text": "PLTR posted one of the strongest Technology moves of the week on heavy participation, yet Sharemaestro\u2019s Trend Signal, Market Dynamics and Relative Strength readings remain short of full confirmation.", "date_published": "2026-08-14T12:14:28.773690+00:00", "authors": [{"name": "Sharemaestro News"}], "tags": ["Company research", "PLTR"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "PLTR", "name": "Palantir Technologies Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/44ee7dbb-e1e2-4199-bb8e-70d2ecdb6455/"}]}}, {"id": "source:02751e665822c90a4e992881eb0d1072108c2bcd81560246a3e1f4db719c6460", "url": "https://www.stocktitan.net/sec-filings/BAND/schedule-13g-bandwidth-inc-passive-investment-disclosure-5-f10621797b95.html", "external_url": "https://www.stocktitan.net/sec-filings/BAND/schedule-13g-bandwidth-inc-passive-investment-disclosure-5-f10621797b95.html", "title": "Hood River Capital discloses 7.64% Bandwidth Inc. (BAND) position in Schedule 13G", "content_text": "Hood River Capital Management LLC has disclosed a 7.64% beneficial ownership stake in Bandwidth Inc. (BAND), totaling 2,295,924 shares, via a Schedule 13G filing. The firm reports sole dispositive power over these shares but no sole or shared voting power. 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The New York Department of Financial Services approved the combination, according to a press release [https://www.governor.ny.gov/news/governor-hochul-announces-attorney-general-james-and-department-financial-services-secure] from the regulator late Thursday. The regulator, in partnersh", "date_published": "2026-08-14T11:22:00+00:00", "authors": [{"name": "Seeking Alpha"}], "tags": ["Deals and strategy", "IMXI"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "IMXI", "name": "International Money Express Inc", "sentiment_url": "https://sharemaestro.com/sentiment/a84ab2a4-cca4-4583-a09d-5c75c4865e88/"}]}}, {"id": "source:04e0d13fd0df49c6e58efb6bc734a8ca335beb31e1efd4b41d63d0fb68c70c71", "url": "https://news.google.com/rss/articles/CBMilgFBVV95cUxPRWptSFYxcFNWSjcwX2h1MVlZaDhKR2tzY2hFX2Z1Tm9lZWRQbXZndy1wTHZJd0R1eTZ0eTVFNkxQci1RNWgwa0NBMkhOeHVWS19BemFsUWVxOVgzdlhGV2ktenlsQUt1ZURNbGtGUUhLaU9oSzNqWkpZQzZWVXFKODB5d2tESG9CNHNfWTZxSk90VG9GVWc?oc=5", "external_url": "https://news.google.com/rss/articles/CBMilgFBVV95cUxPRWptSFYxcFNWSjcwX2h1MVlZaDhKR2tzY2hFX2Z1Tm9lZWRQbXZndy1wTHZJd0R1eTZ0eTVFNkxQci1RNWgwa0NBMkhOeHVWS19BemFsUWVxOVgzdlhGV2ktenlsQUt1ZURNbGtGUUhLaU9oSzNqWkpZQzZWVXFKODB5d2tESG9CNHNfWTZxSk90VG9GVWc?oc=5", "title": "Bullish 2026 Q2 - Results - Earnings Call Presentation (NYSE:BLSH) 2026-08-14", "content_text": "Image source: The Motley Fool. DATE Thursday, Aug. 13, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Vice President of Finance - Michael FedeleChief Executive Officer - Tom FarleyChief Financial Officer - David BonannoDirector of Corporate Development - Liam Foley TAKEAWAYS Digital Asset Sales -- $32.6 billion, reflecting moderated trading volumes in a softer cryptocurrency market compared to $58.6 billion in the prior year period.Net Loss -- $(280.0) million, compared to a net income of $108.3 million in the second quarter of 2025.Net Loss Per Share -- $(1.78) for the quarter, calculated on a basic ", "date_published": "2026-08-14T10:32:54+00:00", "authors": [{"name": "Seeking Alpha"}], "tags": ["Deals and strategy", "BLSH"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "BLSH", "name": "Bullish", "sentiment_url": "https://sharemaestro.com/sentiment/73028865-9416-4210-9991-9e5ac92f5036/"}]}}, {"id": "source:197c1cd7fbe0286dae1c7715d62a736bd25f8c779db8d7217491add5f87d9741", "url": "https://news.google.com/rss/articles/CBMipgFBVV95cUxQMGVCVGx5NkJjZG5JN3RuMDNGNWhwTTlqNTRpUTVjeFlsX05BcWQxY3REZjFTMURvVGJxRHdlY3FpTWkyZHFLZUwtVGRKc3pubmsxUENHTjN1a1hVdmtLQmFUWGFMRnBycUZBMWFGOUJJSkVVVmlTc3oxM3Y1Q1RaeG5OUlFWQkVOeVBUanp2NUFyN2lTdTg1d2NiT2tjeXR2d3EzYi13?oc=5", "external_url": "https://news.google.com/rss/articles/CBMipgFBVV95cUxQMGVCVGx5NkJjZG5JN3RuMDNGNWhwTTlqNTRpUTVjeFlsX05BcWQxY3REZjFTMURvVGJxRHdlY3FpTWkyZHFLZUwtVGRKc3pubmsxUENHTjN1a1hVdmtLQmFUWGFMRnBycUZBMWFGOUJJSkVVVmlTc3oxM3Y1Q1RaeG5OUlFWQkVOeVBUanp2NUFyN2lTdTg1d2NiT2tjeXR2d3EzYi13?oc=5", "title": "Cloudflare: The Valuation Leaves Little Room For Error (Downgrade)", "content_text": "Cloudflare: The Valuation Leaves Little Room For Error (Downgrade)", "date_published": "2026-08-14T09:51:38+00:00", "authors": [{"name": "Seeking Alpha"}], "tags": ["Analyst action", "NET"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NET", "name": "Cloudflare Inc", "sentiment_url": "https://sharemaestro.com/sentiment/d574a1c8-15c4-4483-9646-47234dffcaf1/"}]}}, {"id": "source:733d67e13a4b6169b054ac0239de3a200dc630668399287b7916282aaf18f9ed", "url": "https://www.marketbeat.com/instant-alerts/filing-vaughan-nelson-investment-management-lp-sells-11835-shares-of-synopsys-inc-snps-2026-08-14", "external_url": "https://www.marketbeat.com/instant-alerts/filing-vaughan-nelson-investment-management-lp-sells-11835-shares-of-synopsys-inc-snps-2026-08-14", "title": "Vaughan Nelson Investment Management L.P. Sells 11,835 Shares of Synopsys, Inc. $SNPS", "content_text": "Vaughan Nelson Investment Management L.P. reduced its stake in Synopsys, Inc. by 4.8%, selling 11,835 shares but still holding 233,382 shares valued at approximately $104.1 million. Despite this sale, institutional investors collectively own 85.47% of Synopsys. The company recently reported strong quarterly earnings and revenue growth, exceeding analyst estimates, and maintains a \"Moderate Buy\" consensus rating among analysts, though some valuation concerns and executive share sales have been noted.", "date_published": "2026-08-14T09:41:29+00:00", "authors": [{"name": "MarketBeat"}], "tags": ["Earnings", "SNPS"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "SNPS", "name": "Synopsys Inc", "sentiment_url": "https://sharemaestro.com/sentiment/a39b5c5b-6cc1-484b-b37b-61e1600f714d/"}]}}, {"id": "source:7b84077666f9943fba4ebda3c39b9709b36802709f9fc5b4cbecfb1939233151", "url": "https://www.marketbeat.com/instant-alerts/filing-synopsys-inc-snps-shares-acquired-by-union-bancaire-privee-ubp-sa-2026-08-14", "external_url": "https://www.marketbeat.com/instant-alerts/filing-synopsys-inc-snps-shares-acquired-by-union-bancaire-privee-ubp-sa-2026-08-14", "title": "Synopsys, Inc. $SNPS Shares Acquired by Union Bancaire Privee UBP SA", "content_text": "Union Bancaire Privee UBP SA increased its stake in Synopsys, Inc. by 28.4% in the second quarter, bringing its total holdings to 23,105 shares valued at approximately $9.7 million. Despite recent share sales by the CFO and CEO under Rule 10b5-1 plans, analysts maintain a \"Moderate Buy\" consensus rating with an average price target of $565.06, driven by strong quarterly revenue growth and positive sentiment around Synopsys's AI initiatives. The company reported quarterly revenue of $2.28 billion, up 41.9% year over year, and adjusted earnings of $3.35 per share, exceeding estimates.", "date_published": "2026-08-14T09:41:29+00:00", "authors": [{"name": "MarketBeat"}], "tags": ["Earnings", "SNPS"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "SNPS", "name": "Synopsys Inc", "sentiment_url": "https://sharemaestro.com/sentiment/a39b5c5b-6cc1-484b-b37b-61e1600f714d/"}]}}, {"id": "source:8b4892aecb68ade85634f9a8e901fdc858112e7076c63a7d564305e525708741", "url": "https://finance.yahoo.com/technology/ai/articles/zacks-investment-ideas-feature-highlights-091700503.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/zacks-investment-ideas-feature-highlights-091700503.html", "title": "Zacks Investment Ideas feature highlights: CoreWeave, Nebius and NVIDIA", "content_text": "For Immediate Release Chicago, IL \u2013 August 14, 2026 \u2013 Today, Zacks Investment Ideas feature highlights CoreWeave CRWV, Nebius Group NBIS and NVIDIA NVDA. Neoclouds CRWV & NBIS Soar (Why they have room to run) CoreWeave and Nebius Group 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 and CoreWeave build cloud infrastructure engineered specifically for high-density AI training. The two ", "date_published": "2026-08-14T09:17:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "CRWV"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "CRWV", "name": "CoreWeave, Inc. Class A Common Stock", "sentiment_url": "https://sharemaestro.com/sentiment/37f43891-091e-41f6-a47f-d7e5aeb7ac01/"}]}}, {"id": "source:db6cb70cf12ff8b7c4aa8d15f87775fb7c5ae0dba9d4d4618ff086e1cc5a2ba1", "url": "https://news.google.com/rss/articles/CBMi6wFBVV95cUxNSUJMazgzWFJYT0pKZmQ3OV9tQmwyR1piSFVaMnFrTVRUc3FEWng4MW9HUDF4MHl2TXBLOFpGQmtDZWlyQ3I3YWtHOU1qWGtqVkQ4OTdZekREc0Fud3d5bTJoVnZJa1BUT0Z6a1ozWXhuSDJmRDBUSWdzUmRPaVpVY29BaHIzRTJqOWZEWGIyU0gyTnkxNFRTOHJiN1N5N0IwRDJ1M0hkcDlLRHVhNHlzVlh4YkFwYXVWMHpLaEtYc3kxSnZBa0pIZ21lTExsTUtocFRqSmpIVE1WcVhRVmRnRmhKVHgyT1paaU9j?oc=5", "external_url": "https://news.google.com/rss/articles/CBMi6wFBVV95cUxNSUJMazgzWFJYT0pKZmQ3OV9tQmwyR1piSFVaMnFrTVRUc3FEWng4MW9HUDF4MHl2TXBLOFpGQmtDZWlyQ3I3YWtHOU1qWGtqVkQ4OTdZekREc0Fud3d5bTJoVnZJa1BUT0Z6a1ozWXhuSDJmRDBUSWdzUmRPaVpVY29BaHIzRTJqOWZEWGIyU0gyTnkxNFRTOHJiN1N5N0IwRDJ1M0hkcDlLRHVhNHlzVlh4YkFwYXVWMHpLaEtYc3kxSnZBa0pIZ21lTExsTUtocFRqSmpIVE1WcVhRVmRnRmhKVHgyT1paaU9j?oc=5", "title": "Peter Thiel-Backed Bullish Sees Tokenized Stocks as a 'Giant Growth Opportunity' No One Saw Coming", "content_text": "Peter Thiel-Backed Bullish Sees Tokenized Stocks as a 'Giant Growth Opportunity' No One Saw Coming", "date_published": "2026-08-14T09:11:29+00:00", "authors": [{"name": "TradingView"}], "tags": ["Market update", "BLSH"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "BLSH", "name": "Bullish", "sentiment_url": "https://sharemaestro.com/sentiment/73028865-9416-4210-9991-9e5ac92f5036/"}]}}, {"id": "source:c15199565bcf678ee930d5d10172981d5d68ff732f4655f7b8c82fc45987fe49", "url": "https://news.google.com/rss/articles/CBMi3gFBVV95cUxNdkZHLU82YTN6Mmctc2NwR200dDVDX2Nub01qM21OcGpPbTIydEZKOVI4RFZlUVJQTE9mQ25yYzJXaWFsWUN6ODNuOENHM0xldjZPM0NBdG5VcUpjb29wS25vVzFRbENTcVhMSzhwTEZmX1ZpNTNUT2FGT3hBOWplSEtkSl8yRUw0WkI2OEQ4aXlJamJvRzJCZkNRMVpKcy1VQkZPMzRjTGIxYldQMXc4QXhsdl9XRDhsczNidnd6UWh2bDUtNHRSdVZid3YzMGxiZy04X3VkeHExSVZiLVE?oc=5", "external_url": "https://news.google.com/rss/articles/CBMi3gFBVV95cUxNdkZHLU82YTN6Mmctc2NwR200dDVDX2Nub01qM21OcGpPbTIydEZKOVI4RFZlUVJQTE9mQ25yYzJXaWFsWUN6ODNuOENHM0xldjZPM0NBdG5VcUpjb29wS25vVzFRbENTcVhMSzhwTEZmX1ZpNTNUT2FGT3hBOWplSEtkSl8yRUw0WkI2OEQ4aXlJamJvRzJCZkNRMVpKcy1VQkZPMzRjTGIxYldQMXc4QXhsdl9XRDhsczNidnd6UWh2bDUtNHRSdVZid3YzMGxiZy04X3VkeHExSVZiLVE?oc=5", "title": "Paymentus Holdings (NYSE:PAY) Shows Accelerating Growth and Fundamental Strength Across the Board", "content_text": "Paymentus Holdings (NYSE:PAY) Shows Accelerating Growth and Fundamental Strength Across the Board", "date_published": "2026-08-14T08:43:07+00:00", "authors": [{"name": "ChartMill"}], "tags": ["Market update", "PAY"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "PAY", "name": "Paymentus Holdings, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/6106ce6e-52e0-4088-9ed2-0de85a1cf58e/"}]}}, {"id": "source:ca0a96b9d0595ff30618ea51923584dd7e4a122e071d927a75e490f062214f80", "url": "https://www.nasdaq.com/articles/massive-update-okta-stock-investors", "external_url": "https://www.nasdaq.com/articles/massive-update-okta-stock-investors", "title": "Massive Update for Okta Stock Investors", "content_text": "I have had Okta(NASDAQ: OKTA) stock ranked as a buy for several years. Missed Nvidia in 2009? This Rare Signal Is Flashing Again.In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same \"Total Conviction\" signal is flashing for a company 1/100th the size of Nvidia. Continue \u00bb *Stock prices used were the afternoon prices of Aug. 11, 2026. The video was published on Aug.13, 2026. Should you buy stock in Okta right now? Before you buy stock in Okta, consider this: The Motley Fool Stock Advisor analyst team just identified what they", "date_published": "2026-08-14T08:35:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Analyst action", "OKTA"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "OKTA", "name": "Okta Inc", "sentiment_url": "https://sharemaestro.com/sentiment/8e873bcd-2195-4b84-8e91-56a8fa4c7d16/"}]}}, {"id": "source:ee72cb74f1ea92c23f1422d0f2c36f223305438bf5a798bac0277e950d41e10e", "url": "https://finance.yahoo.com/technology/ai/articles/does-cellebrite-di-lowered-2026-081358897.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/does-cellebrite-di-lowered-2026-081358897.html", "title": "Does Cellebrite DI\u2019s Lowered 2026 Outlook and New CEO Reset Its AI Narrative (CLBT)?", "content_text": "In August 2026, Cellebrite DI Ltd. reported second-quarter results showing revenue of US$131.14 million and net income of US$6.37 million, while lowering its full-year 2026 revenue guidance to US$555 million\u2013US$561 million and announcing Shiven Ramji's appointment as CEO, succeeding Thomas E. Hogan. The combination of reduced revenue expectations, softer profitability, and a leadership transition raises questions about how quickly Cellebrite can convert its product and AI investments, including Inseyets expansions, into stronger growth momentum. Next, we'll examine how the lowered 2026 revenue", "date_published": "2026-08-14T08:13:58+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "CLBT"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "CLBT", "name": "Cellebrite DI", "sentiment_url": "https://sharemaestro.com/sentiment/65ce1416-6e91-4e0e-ada7-971440f06071/"}]}}, {"id": "source:468f0d26deea0bf2303518d2d84bf9bf8a9d746bff40811113fbd6c126703916", "url": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-admitted-trimming-palo-075043010.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-admitted-trimming-palo-075043010.html", "title": "Jim Cramer Admitted \u2018Trimming\u2019 Palo Alto & CrowdStrike Holdings For His Charitable Trust", "content_text": "Jim Cramer has consistently recommended buying cybersecurity stocks for more than a year. Two firms that regularly cross his radar are Palo Alto Networks, Inc. (NASDAQ:PANW) and CrowdStrike Holdings, Inc. (NASDAQ:CRWD). While the pair operates in the same industry, in today's AI-driven software era, they have taken opposite approaches to their products and business models. The two firms' shares are up by 120% and 98% year-to-date, respectively. On August 6th, Cramer revealed that he had trimmed some of the positions in the firms that the CNBC Investing Club holds in the Charitable Trust: \"We d", "date_published": "2026-08-14T07:50:43+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "PANW"], "_sharemaestro": {"country": "United States", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "PANW", "name": "Palo Alto Networks Inc", "sentiment_url": "https://sharemaestro.com/sentiment/5ae146e9-52a8-41f8-9717-d07aaf30b243/"}]}}, {"id": "source:a968ad7052751f668c1a320e93609f751ef2a035f15eeca7ae0778d65f1ac824", "url": "https://seekingalpha.com/news/4633058-dlocal-targets-60-percent-70-percent-tpv-growth-and-25-percent-30-percent-gross-profit-growth?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4633058-dlocal-targets-60-percent-70-percent-tpv-growth-and-25-percent-30-percent-gross-profit-growth?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "DLocal targets 60%\u201370% TPV growth and 25%\u201330% gross profit growth in 2026 as operating leverage is expected to improve", "content_text": "Earnings Call Insights: dLocal (DLO) Q2 2026 MANAGEMENT VIEW * \u201cTPV reached $17.7 billion, accelerating to 92% year-over-year\u2026 our net revenue retention was 153%\u2026 Our gross profit hit $127 million\u2026 [and] operating profit as a percentage of gross profit\u2026 reach[ed] 50%.\u201d (CEO & Director Pedro Arnt) * \u201cWe are now also starting to serve some of the world's preeminent AI companies and digital asset exchanges.\u201d (CEO & Director Arnt) * \u201cWe will soon launch dMore, our merchant of record solution\u2026 And our buy now, pay later offering continues to expand and improve and is now live in eight markets.\u201d (CE", "date_published": "2026-08-14T07:47:52+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Earnings", "DLO"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "DLO", "name": "Dlocal Ltd", "sentiment_url": "https://sharemaestro.com/sentiment/0d6b0adf-8d61-417a-a4e9-4eb069afb308/"}]}}, {"id": "source:47ce6fc63848a2f8a7517e24e55657d5de4ec88df5b20aa3c36f2907f485327e", "url": "https://news.google.com/rss/articles/CBMiwAFBVV95cUxQSmhmT3VMYjhmSG9Zd1RmU2ZybnNNTHgzMFNwanpSVVpEYV9OQ3BfaTBueDFqM20xS1FPNVB2b1F0SXNGbWdkTDdjVXItbFQ4NHFSQmhtekJTek1wTFJKUGtHVmRQVk84Y2p2RFFLMktVRXNVM0VKdXFJejFhU3Z2TW1qenJmbE1fN0J2Q3FVenVnNXdCc2V0R29tWDVIckExZjVZZE5mVHZFNDZjekRhY2xfZktGTndXbm5yeFI3R1_SAcYBQVVfeXFMTW9JdzRwVXVNZVRvNlJYOXFxTVdEdVlfWG9YUjk2bmlrR1V0enlVWE40MnZXMHFMMzJ0Z2VNRDdkLWxaUTRtM1FQVkdWS25KdWJSS3FSWFoxaVRvVEhiQU0yYmp5TUlEMWYxNFkwOUxjenN4RXNseTFLNnEyLWpqeDF2WmotOWJCZ1VtQWJYTVNDVDBfT0RiaE4wcGxsRnBjUkhVQXZWV3J3R1JvdHhpOF9mYklaaXNIbFBuT2czcENmVXJyTXlB?oc=5", "external_url": "https://news.google.com/rss/articles/CBMiwAFBVV95cUxQSmhmT3VMYjhmSG9Zd1RmU2ZybnNNTHgzMFNwanpSVVpEYV9OQ3BfaTBueDFqM20xS1FPNVB2b1F0SXNGbWdkTDdjVXItbFQ4NHFSQmhtekJTek1wTFJKUGtHVmRQVk84Y2p2RFFLMktVRXNVM0VKdXFJejFhU3Z2TW1qenJmbE1fN0J2Q3FVenVnNXdCc2V0R29tWDVIckExZjVZZE5mVHZFNDZjekRhY2xfZktGTndXbm5yeFI3R1_SAcYBQVVfeXFMTW9JdzRwVXVNZVRvNlJYOXFxTVdEdVlfWG9YUjk2bmlrR1V0enlVWE40MnZXMHFMMzJ0Z2VNRDdkLWxaUTRtM1FQVkdWS25KdWJSS3FSWFoxaVRvVEhiQU0yYmp5TUlEMWYxNFkwOUxjenN4RXNseTFLNnEyLWpqeDF2WmotOWJCZ1VtQWJYTVNDVDBfT0RiaE4wcGxsRnBjUkhVQXZWV3J3R1JvdHhpOF9mYklaaXNIbFBuT2czcENmVXJyTXlB?oc=5", "title": "Twilio (TWLO) Stock Looks Fully Priced On Cash Flow And Earnings", "content_text": "Twilio (TWLO) Stock Looks Fully Priced On Cash Flow And Earnings", "date_published": "2026-08-14T07:34:47+00:00", "authors": [{"name": "simplywall.st"}], "tags": ["Earnings", "TWLO"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "TWLO", "name": "Twilio Inc", "sentiment_url": "https://sharemaestro.com/sentiment/b0857668-8e94-4b75-8ad5-55baf0d9aee8/"}]}}, {"id": "source:596a81470bea9b6f8cdfb26ea26df0667dbc85af9ce3bc857b7fea9405e04cc7", "url": "https://www.marketbeat.com/instant-alerts/filing-assenagon-asset-management-sa-takes-247-million-position-in-akamai-technologies-inc-akam-2026-08-14", "external_url": "https://www.marketbeat.com/instant-alerts/filing-assenagon-asset-management-sa-takes-247-million-position-in-akamai-technologies-inc-akam-2026-08-14", "title": "Assenagon Asset Management S.A. Takes $2.47 Million Position in Akamai Technologies, Inc. $AKAM", "content_text": "Assenagon Asset Management S.A. recently acquired a new position in Akamai Technologies, Inc. by purchasing 20,931 shares worth approximately $2.47 million. This move is part of broader institutional investor activity, with various firms adjusting their stakes in AKAM. Despite mixed analyst sentiment, Akamai reported strong Q2 earnings, beating expectations with an EPS of $1.59 and revenues of $1.10 billion, and provided positive guidance for Q3 and FY 2026.", "date_published": "2026-08-14T07:18:04+00:00", "authors": [{"name": "MarketBeat"}], "tags": ["Earnings", "AKAM"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AKAM", "name": "Akamai Technologies Inc", "sentiment_url": "https://sharemaestro.com/sentiment/74973f72-5c10-4398-bbcf-bdf77a6eea8d/"}]}}, {"id": "source:8c5dd9494ea78138c6283a30eb0ab997ada43ad240b007b33602c013b0dc0d0c", "url": "https://finance.yahoo.com/markets/stocks/articles/synopsys-snps-stock-may-cheap-071216841.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/synopsys-snps-stock-may-cheap-071216841.html", "title": "Synopsys (SNPS) Stock May Be Cheap As Shares Fell 33%", "content_text": "Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Synopsys stock has fallen 33.4% over the past year, yet an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach suggests the shares trade at a discount, while traditional market multiples point the other way and look expensive. That split has left investors weighing a DCF signal that indicates upside against a low overall value score and rich P/E style readings. Over the past 12 months, Synopsys has declined 33.4%, which puts recent sentiment and expectations un", "date_published": "2026-08-14T07:12:16+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "SNPS"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "SNPS", "name": "Synopsys Inc", "sentiment_url": "https://sharemaestro.com/sentiment/a39b5c5b-6cc1-484b-b37b-61e1600f714d/"}]}}, {"id": "source:47ce5e8507f77cd424b92d4524da4a755e1fb188d9a5be26cd0762d2e35ac8fb", "url": "https://www.tradingview.com/news/tradingview:bc1794304f1ca:0-qualys-inc-stock-12-month-price-target-raised-to-180-07-implies-8-downside", "external_url": "https://www.tradingview.com/news/tradingview:bc1794304f1ca:0-qualys-inc-stock-12-month-price-target-raised-to-180-07-implies-8-downside", "title": "Qualys, Inc. Stock 12\u2011Month Price Target Raised to $180.07, Implies 8% Downside", "content_text": "The 12-month average price target for Qualys, Inc. (QLYS) stock has been raised by analysts from $176.62 to $180.07, with individual forecasts ranging from $130 to $220. Despite the increase, this new target implies an approximate 8% potential downside based on the August 13 closing price. The consensus rating from 22 covering analysts remains \"Hold,\" with a breakdown of 5 Buys, 16 Holds, and 1 Sell.", "date_published": "2026-08-14T07:10:03+00:00", "authors": [{"name": "TradingView"}], "tags": ["Analyst action", "QLYS"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "QLYS", "name": "Qualys Inc", "sentiment_url": "https://sharemaestro.com/sentiment/b82f58b5-3498-4192-8175-3c8e05da6b15/"}]}}, {"id": "source:47c8de04435940de80741d7dc7e4997c65bca15f9579216b0e4a3ae60afb011c", "url": "https://finance.yahoo.com/markets/stocks/articles/top-5-analyst-questions-remitly-064500681.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/top-5-analyst-questions-remitly-064500681.html", "title": "The Top 5 Analyst Questions From Remitly\u2019s Q2 Earnings Call", "content_text": "The Top 5 Analyst Questions From Remitly's Q2 Earnings Call Remitly's second quarter was marked by strong customer growth and broad product momentum, leading to results that surpassed Wall Street expectations and a significant positive market reaction. Management pointed to robust execution in both its core digital money transfer business and newer growth initiatives, citing record new customer additions and improved transaction speeds as key drivers. CEO Sebastian Gunningham highlighted, \"Nearly 70% of global funded transfers were delivered in under 20 seconds, an all-time high,\" emphasizing ", "date_published": "2026-08-14T06:45:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "RELY"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "RELY", "name": "Remitly Global Inc", "sentiment_url": "https://sharemaestro.com/sentiment/fdc2abb7-2610-4f12-a91f-f5cf717476c6/"}]}}, {"id": "source:aabb09b0f3fd512ff2e24ea8d79a163338d96e7879becd2d654d3f5006561098", "url": "https://news.google.com/rss/articles/CBMiWEFVX3lxTE9IcF82Z3BfbnNqTVo2N1l4bXF0TXZnVEdMaDktamdXY2lCNGdIT3VzV3htdF9TRExrNGI5RVZObnYzWFJHTEJ2VWllanFQYnRMaVF3bG9VNjM?oc=5", "external_url": "https://news.google.com/rss/articles/CBMiWEFVX3lxTE9IcF82Z3BfbnNqTVo2N1l4bXF0TXZnVEdMaDktamdXY2lCNGdIT3VzV3htdF9TRExrNGI5RVZObnYzWFJHTEJ2VWllanFQYnRMaVF3bG9VNjM?oc=5", "title": "NET|Cloudflare Inc|Price:330.441|", "content_text": "NET|Cloudflare Inc|Price:330.441|", "date_published": "2026-08-14T06:44:54+00:00", "authors": [{"name": "TradingKey"}], "tags": ["Market update", "NET"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NET", "name": "Cloudflare Inc", "sentiment_url": "https://sharemaestro.com/sentiment/d574a1c8-15c4-4483-9646-47234dffcaf1/"}]}}, {"id": "source:94696c0e704e53ef0edcb5b711a21091fdace9ebfd0170a5072d9e21bc7deb0f", "url": "https://simplywall.st/stocks/us/diversified-financials/nyse-spgi/sp-global/news/is-sp-global-spgi-overvalued-following-its-expanded-microsof", "external_url": "https://simplywall.st/stocks/us/diversified-financials/nyse-spgi/sp-global/news/is-sp-global-spgi-overvalued-following-its-expanded-microsof", "title": "Is S&P Global (SPGI) Overvalued Following Its Expanded Microsoft AI Partnership?", "content_text": "S&P Global (SPGI) has recently expanded its AI partnership with Microsoft, integrating its data and analytics into Microsoft 365 Copilot tools. Despite this development and recent positive short-term share price performance, the stock's year-to-date return is down, and it is currently considered 11.2% overvalued with a fair value of $380 against a last close of $422.67. This overvaluation is attributed to near-term AI-related uncertainty, slower growth expectations, and shifting investor sentiment, particularly in its ratings segment.", "date_published": "2026-08-14T06:39:20+00:00", "authors": [{"name": "Simply Wall Street"}], "tags": ["Earnings", "MSFT"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSFT", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/afaab531-7d9f-4a1d-b8ab-86eb849962bd/"}]}}, {"id": "news:918b6a66-973f-4355-a2d4-680c859d2907", "url": "https://sharemaestro.com/news/samsara-iot-quarterly-momentum-light-volume/", "external_url": null, "title": "Samsara\u2019s 38% quarter outruns software peers, while volume still lags the rebound", "content_text": "IOT added 9.7% for the week and closed 27.5% above its weekly Trend Line, but the latest 23.1M-share volume leaves participation short of full confirmation.", "date_published": "2026-08-14T06:14:26.087465+00:00", "authors": [{"name": "Sharemaestro News"}], "tags": ["Company research", "IOT"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "IOT", "name": "Samsara Inc", "sentiment_url": "https://sharemaestro.com/sentiment/1da3c84a-e45f-4fe2-b665-bcf53f4e7cd9/"}]}}, {"id": "source:aa482406cd988fa6cf030ae890861d166d8e1707b3a2232e5b36a655c1b42510", "url": "https://finance.yahoo.com/technology/ai/articles/five9-fivn-19-1-raising-061144692.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/five9-fivn-19-1-raising-061144692.html", "title": "Five9 (FIVN) Is Up 19.1% After Raising 2026 Guidance And Adding Regal AI Integration \u2013 Has The Bull Case Changed?", "content_text": "In early August 2026, Five9 reported stronger second-quarter and first-half results alongside updated guidance for third-quarter and full-year 2026 revenue and GAAP profitability, while Regal announced an integration that brings its autonomous AI voice agents into the Five9 AI Agent Connect program for automated, compliant customer follow-ups. The Regal integration, which can resolve very large proportions of conversations without human intervention and synchronize rich call data across platforms, reinforces Five9's role at the center of AI-driven contact center automation for regulated and da", "date_published": "2026-08-14T06:11:44+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "FIVN"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "FIVN", "name": "Five9 Inc", "sentiment_url": "https://sharemaestro.com/sentiment/bf8cea87-e7a9-4a1a-a58b-c76d9a89a7bd/"}]}}, {"id": "source:7e3fe1b53b4f58fe6e113238a0f8c1b6e54549afad1bdb66f843dbd1e39bba2f", "url": "https://seekingalpha.com/news/4633036-xbp-global-targets-65m-75m-in-annualized-efficiencies-while-revenue-per-employee-approaches?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4633036-xbp-global-targets-65m-75m-in-annualized-efficiencies-while-revenue-per-employee-approaches?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "XBP Global targets $65M-$75M in annualized efficiencies while revenue per employee approaches $100,000 by year-end", "content_text": "Earnings Call Insights: XBP Global (XBP) Q2 2026 MANAGEMENT VIEW * CEO Andrej Jonovic said the company\u2019s \u201csecond quarter performance represents a clear step up in profitability and operational momentum, with normalized EBITDA of $21.9 million and adjusted gross margin of 24.9%, our highest level to date.\u201d * CEO Jonovic framed the operating model as \u201cconverting our legacy workflow platforms into high-margin, agentic AI pipelines,\u201d emphasizing regulated verticals where \u201cprocessing, precision, regulatory compliance, and auditability are non-negotiable,\u201d and describing a \u201chuman-in-the-loop\u201d design", "date_published": "2026-08-14T05:57:38+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Earnings", "XBP"], "_sharemaestro": {"country": "United States", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "XBP", "name": "XBP Europe Holdings Inc", "sentiment_url": "https://sharemaestro.com/sentiment/810322b0-a1e6-4f9d-bac7-94ac30904386/"}]}}, {"id": "source:23f43aaa60e71eed9ac203d4005662fd2615750e5ee247588d12f1033e1140f0", "url": "https://news.google.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?oc=5", "external_url": "https://news.google.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?oc=5", "title": "Akamai (AKAM) Is Up 5.7% After Mixed Q2 Results and AI Security Push - Has The Bull Case Changed?", "content_text": "Akamai (AKAM) Is Up 5.7% After Mixed Q2 Results and AI Security Push - Has The Bull Case Changed?", "date_published": "2026-08-14T05:26:24+00:00", "authors": [{"name": "simplywall.st"}], "tags": ["Earnings", "AKAM"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AKAM", "name": "Akamai Technologies Inc", "sentiment_url": "https://sharemaestro.com/sentiment/74973f72-5c10-4398-bbcf-bdf77a6eea8d/"}]}}, {"id": "source:0d409f0c961cc52fdddd0bfbeab95c61d5ed84d3225f20862209e8fcd52c37b6", "url": "https://m.investing.com/news/insider-trading-news/remitly-director-phillip-riese-sells-164m-in-shares-93CH-4859702?ampMode=1", "external_url": "https://m.investing.com/news/insider-trading-news/remitly-director-phillip-riese-sells-164m-in-shares-93CH-4859702?ampMode=1", "title": "Remitly director Phillip Riese sells $1.64m in shares", "content_text": "Remitly director Phillip Riese recently sold approximately $1.64 million worth of common stock after exercising options for a much lower price. These transactions occurred after Remitly's shares had surged over 100% in the past six months, though the company is still considered undervalued by some analyses. 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Cellebrite DI (NasdaqGS: CLBT) announced a planned CEO transition, with Shiven Ramji set to succeed Thomas E. Hogan. Ramji joined Cellebrite DI earlier this year as President, Products and Technology and was recently appointed to the board. The company described the move as part of a succession plan, indicating possible changes in leadership focus and execution priorities. This kind of leadership change is not unique to Cellebrite DI, so it can be useful to compare it with a wider group ", "date_published": "2026-08-14T04:31:26+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "CLBT"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "CLBT", "name": "Cellebrite DI", "sentiment_url": "https://sharemaestro.com/sentiment/65ce1416-6e91-4e0e-ada7-971440f06071/"}]}}, {"id": "source:88baa58631fee1653488a178692b424d2e520012b814f853c154a121cd6b410d", "url": "https://www.stocktitan.net/sec-filings/CLBT/form-4-cellebrite-di-ltd-insider-trading-activity-34dd6d36b672.html", "external_url": "https://www.stocktitan.net/sec-filings/CLBT/form-4-cellebrite-di-ltd-insider-trading-activity-34dd6d36b672.html", "title": "Cellebrite (CLBT) CEO gets 339,484-share award and withholds 139,713 shares for taxes", "content_text": "Cellebrite DI Ltd. CEO Thomas E. Hogan received an award of 339,484 ordinary shares on August 11, 2026, after performance conditions from awards granted in September 2025 were met. Subsequently, 139,713 shares were withheld and sold on August 12, 2026, at a weighted average price of $15.3861 per share to cover his tax obligations. These transactions were reported as directly owned and not executed under a Rule 10b5-1 trading plan.", "date_published": "2026-08-14T03:35:42+00:00", "authors": [{"name": "Stock Titan"}], "tags": ["Earnings", "CLBT"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "CLBT", "name": "Cellebrite DI", "sentiment_url": "https://sharemaestro.com/sentiment/65ce1416-6e91-4e0e-ada7-971440f06071/"}]}}, {"id": "source:03961fe9b0aad782ed33f4486f07932af6eca84bb5051a727b8216bcbecda577", "url": "https://news.google.com/rss/articles/CBMicEFVX3lxTE1kc0hVdDA3WWo2YjJ0SFVjdEhzRnM1SW1MSnRVd0x6clpvWG5UaVpaT3Roc0IwTEYxay1ScXBhSndER0I0UW0zZlFKeW1HODIzQXBUUU90RkloSEZCM3Zzb1VsSTVxSUxUcFd6dno5YW0?oc=5", "external_url": "https://news.google.com/rss/articles/CBMicEFVX3lxTE1kc0hVdDA3WWo2YjJ0SFVjdEhzRnM1SW1MSnRVd0x6clpvWG5UaVpaT3Roc0IwTEYxay1ScXBhSndER0I0UW0zZlFKeW1HODIzQXBUUU90RkloSEZCM3Zzb1VsSTVxSUxUcFd6dno5YW0?oc=5", "title": "Cloudflare Inc (NET) Stock News Today", "content_text": "Cloudflare Inc (NET) Stock News Today", "date_published": "2026-08-14T03:30:49+00:00", "authors": [{"name": "TradingKey"}], "tags": ["Market update", "NET"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NET", "name": "Cloudflare Inc", "sentiment_url": "https://sharemaestro.com/sentiment/d574a1c8-15c4-4483-9646-47234dffcaf1/"}]}}, {"id": "source:0472e34e72b40785dfe4528482542b9823a675c8c8acdc142af53a0edf323b6a", "url": "https://news.google.com/rss/articles/CBMimwFBVV95cUxNYjM5WkdKMTYtRjlZS0I0WUR0VXA3VEs0Qk5kaTFrczdQaGxUUTBCY2xuNFhzRVU3NFowWjZKaWtIQVI2elZtVWhQUXdKc2xoLWI4eTdRVEJpajBGX3V6WG9HUnhIYlpyVDJoVWg1TlVsTWgwam53b2U3SFVFNExublRQMUlBSVZnY1pwUWUxSkRfMjBhd0ZxcWsySQ?oc=5", "external_url": "https://news.google.com/rss/articles/CBMimwFBVV95cUxNYjM5WkdKMTYtRjlZS0I0WUR0VXA3VEs0Qk5kaTFrczdQaGxUUTBCY2xuNFhzRVU3NFowWjZKaWtIQVI2elZtVWhQUXdKc2xoLWI4eTdRVEJpajBGX3V6WG9HUnhIYlpyVDJoVWg1TlVsTWgwam53b2U3SFVFNExublRQMUlBSVZnY1pwUWUxSkRfMjBhd0ZxcWsySQ?oc=5", "title": "StoneCo Ltd. 2026 Q2 - Results - Earnings Call Presentation (NASDAQ:STNE) 2026-08-13", "content_text": "StoneCo Ltd. 2026 Q2 - Results - Earnings Call Presentation (NASDAQ:STNE) 2026-08-13", "date_published": "2026-08-14T03:27:30+00:00", "authors": [{"name": "Seeking Alpha"}], "tags": ["Earnings", "STNE"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "STNE", "name": "StoneCo\u00a0Ltd", "sentiment_url": "https://sharemaestro.com/sentiment/85c781d2-81e1-4bed-809f-07406bbab8cd/"}]}}, {"id": "source:f6e08c7b682ad55c63ac37791de4699031d7fd2d0a51d32be08a725665a5a62b", "url": "https://finance.yahoo.com/markets/stocks/articles/investors-reacting-dlocal-dlo-raising-031641026.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/investors-reacting-dlocal-dlo-raising-031641026.html", "title": "How Investors Are Reacting To DLocal (DLO) Raising Payment Volume Guidance After Q2 2026 Results", "content_text": "DLocal Limited reported past second-quarter 2026 results with sales of US$399.66 million and net income of US$54.64 million, alongside higher earnings per share versus a year earlier. The company also lifted its total payment volume growth guidance while keeping operating profit growth targets intact, underscoring confidence in scaling its payments platform efficiently. With strong payment volume guidance now in place, we'll explore what this means for DLocal's investment narrative and future growth drivers. The future of work is here. Discover the 40 top robotics and automation stocks leading", "date_published": "2026-08-14T03:16:41+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "DLO"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "DLO", "name": "Dlocal Ltd", "sentiment_url": "https://sharemaestro.com/sentiment/0d6b0adf-8d61-417a-a4e9-4eb069afb308/"}]}}, {"id": "source:6ea22df9b8ec2f52c1a590c71a5e98aba1d2232c9cf43ed134ade17aa4fda3dc", "url": "https://www.prnewswire.com/news-releases/cellebrite-di-investigation-notice-levi--korsinsky-notifies-investors-of-pending-investigation-into-cellebrite-di-clbt-302851437.html", "external_url": "https://www.prnewswire.com/news-releases/cellebrite-di-investigation-notice-levi--korsinsky-notifies-investors-of-pending-investigation-into-cellebrite-di-clbt-302851437.html", "title": "Cellebrite DI Investigation Notice: Levi & Korsinsky Notifies Investors of Pending Investigation Into Cellebrite DI (CLBT)", "content_text": "Levi & Korsinsky, LLP has announced an investigation into Cellebrite DI Ltd. 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Shareholders who suffered losses are encouraged to contact Levi & Korsinsky for a no-cost review of their potential recovery.", "date_published": "2026-08-14T02:43:42+00:00", "authors": [{"name": "PR Newswire"}], "tags": ["Regulatory and legal", "CLBT"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "CLBT", "name": "Cellebrite DI", "sentiment_url": "https://sharemaestro.com/sentiment/65ce1416-6e91-4e0e-ada7-971440f06071/"}]}}, {"id": "source:58bfd9367d0e2e7cf514dfe8fd12766a0600f04e3473f1fc04112c85018e326c", "url": "https://news.google.com/rss/articles/CBMi1AFBVV95cUxNYXFCV2NJTXpucksta3hYSlFYTmZJQlFlRERMMDd5OWQ2cFczNl9TRk1DU0NmaThuNHZId2tGMDF2ZHlnMFkxQk9VRjlYQUNCQXRUdDRXM01XV05lYmFiT2xYXzBTMTNiSjJKYm1KVUxNVTh6M1l5Tl9XWDlVeHFoeEF5YzBGZVZPM2pzWXBGOFJRcmhfLVhOZHlfN0hhUmhIZzN6VFdUYmhfTVlEUlQ2Mk0ySHZIbUhtVTdiVURMTGFpdF9iVjV2UkJoT1ktVWgwWDgwbg?oc=5", "external_url": "https://news.google.com/rss/articles/CBMi1AFBVV95cUxNYXFCV2NJTXpucksta3hYSlFYTmZJQlFlRERMMDd5OWQ2cFczNl9TRk1DU0NmaThuNHZId2tGMDF2ZHlnMFkxQk9VRjlYQUNCQXRUdDRXM01XV05lYmFiT2xYXzBTMTNiSjJKYm1KVUxNVTh6M1l5Tl9XWDlVeHFoeEF5YzBGZVZPM2pzWXBGOFJRcmhfLVhOZHlfN0hhUmhIZzN6VFdUYmhfTVlEUlQ2Mk0ySHZIbUhtVTdiVURMTGFpdF9iVjV2UkJoT1ktVWgwWDgwbg?oc=5", "title": "New Buy Rating for Cloudflare (NET), the Technology Giant", "content_text": "New Buy Rating for Cloudflare (NET), the Technology Giant", "date_published": "2026-08-14T02:28:30+00:00", "authors": [{"name": "The Globe and Mail"}], "tags": ["Analyst action", "NET"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NET", "name": "Cloudflare Inc", "sentiment_url": "https://sharemaestro.com/sentiment/d574a1c8-15c4-4483-9646-47234dffcaf1/"}]}}, {"id": "source:069ffe23d18700cf2faa73de0f9c2c8e432a58e09a6c960f28afb5995062996a", "url": "https://news.google.com/rss/articles/CBMigAFBVV95cUxQVVQ1TWtkeGY4TFU4Mm5tYURvM3QtRE9FbV9Fd0txWU5EZ3RBRVZDcUpUZVd6QkplUjF1MlBibmFVa3FFSXpOWlVCTHlEQzdHNGY0Q2Jycnhvazk2eVYyc0U2MXRhcWRDd2NqTkpKRTlPZy0yWVBjWWx4ZzRtZFVPLQ?oc=5", "external_url": "https://news.google.com/rss/articles/CBMigAFBVV95cUxQVVQ1TWtkeGY4TFU4Mm5tYURvM3QtRE9FbV9Fd0txWU5EZ3RBRVZDcUpUZVd6QkplUjF1MlBibmFVa3FFSXpOWlVCTHlEQzdHNGY0Q2Jycnhvazk2eVYyc0U2MXRhcWRDd2NqTkpKRTlPZy0yWVBjWWx4ZzRtZFVPLQ?oc=5", "title": "Top Xanadu Quantum Technologies Limited Class B Subordinate Voting Shares (XNDU) Competitors 2026", "content_text": "Top Xanadu Quantum Technologies Limited Class B Subordinate Voting Shares (XNDU) Competitors 2026", "date_published": "2026-08-14T02:24:58+00:00", "authors": [{"name": "MarketBeat"}], "tags": ["Market update", "XNDU"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "XNDU", "name": "Xanadu Quantum Technologies Limited Class B Subordinate Voting Shares", "sentiment_url": "https://sharemaestro.com/sentiment/9d52bd59-4686-4972-b21d-95c489840161/"}]}}, {"id": "source:a019bdcd63512e20324e5d6b363609f832cd7f86b648dc38a5f34bcce704ce8a", "url": "https://finance.yahoo.com/markets/stocks/articles/okta-okta-could-3-above-021147274.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/okta-okta-could-3-above-021147274.html", "title": "Okta (OKTA) Could Be 3% Above Fair Value Following The JMP Upgrade", "content_text": "Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Okta (OKTA) moved into focus after Citizens JMP Securities upgraded the cybersecurity company to Market Outperform, citing its role in securing identity for artificial intelligence agents and its broad enterprise customer base. See our latest analysis for Okta. The upgrade comes on the back of strong momentum in Okta's share price, with a 90-day share price return of 87.15% and a year-to-date share price return of 85.20%. 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The DCF model suggests a 27.7% premium, while its P/E of 30.5x is above the industry average of 20.8x and a fair P/E of 26.0x. 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The initiative, which includes new financial incentives for partners, aims to drive the adoption of Palo Alto Networks' cybersecurity platforms and AI-powered security solutions to a broader customer base. This strategy will see partner-only accounts and increased rewards for partners embracing platformization, rather than focusing on single products.", "date_published": "2026-08-14T01:38:51+00:00", "authors": [{"name": "CRN"}], "tags": ["Analyst action", "PANW"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "PANW", "name": "Palo Alto Networks Inc", "sentiment_url": "https://sharemaestro.com/sentiment/5ae146e9-52a8-41f8-9717-d07aaf30b243/"}]}}, {"id": "source:19fa76c2b2d9df447b2043ef7bc24efb1af7713248c69b8c08026cbfbf189ee4", "url": "https://www.stocktitan.net/sec-filings/WIX/schedule-13g-a-wix-com-ltd-amended-passive-investment-disclosure-754efc0b971f.html", "external_url": "https://www.stocktitan.net/sec-filings/WIX/schedule-13g-a-wix-com-ltd-amended-passive-investment-disclosure-754efc0b971f.html", "title": "Wix.com Ltd. (WIX): Wellington discloses 3.67% beneficial stake for advisory clients", "content_text": "Wellington Management Group LLP and its affiliates have reported an updated beneficial ownership of 3.67% in Wix.com Ltd. common stock, totaling 1,534,713 shares as of June 30, 2026. This disclosure was made via a Schedule 13G/A filing, indicating that the shares are held for their advisory clients. The filing clarifies that no single client holds more than five percent of Wix.com Ltd.'s common stock, and Wellington entities exercise shared voting and dispositive power over these shares.", "date_published": "2026-08-14T01:10:35+00:00", "authors": [{"name": "Stock Titan"}], "tags": ["Deals and strategy", "WIX"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "WIX", "name": "Wix.Com Ltd", "sentiment_url": "https://sharemaestro.com/sentiment/8d86d451-7406-466a-bbf7-fe38f60ecb5d/"}]}}]}