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The Hidden Red Flag in Wall Street’s Price Targets

Nvidia and other tech stocks have a wide “dispersion” of price targets. Why that could be a problem for investors. Continue Reading

Price TargetTech

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13 Aug 2026 06:30

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Adyen lifts 2026 revenue outlook after strong first half

Aug 13 (Reuters) - Adyen, the Dutch ‌firm that ‌handles payments for ​Spotify and Microsoft, raised its annual revenue ‌growth ⁠forecast on Thursday as it ⁠continued to win ​more customers ​and ​invest in ‌its payments technology. Adyen now expects net revenue to grow between ‌21% and ​23% ​in ​2026, ‌compared with a ​previous ​range of 20% and ​22%. (Reporting ‌by Gianluca Lo ​Nostro and Leo ​Marchandon;) View Comments

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13 Aug 2026 05:41

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How Could Blackbaud (BLKB) Change Fundraising Work With Its New AI Integration?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Blackbaud (NasdaqGS: BLKB) has integrated Microsoft 365 Copilot with Raiser's Edge NXT, bringing AI-driven fundraising insights directly into Microsoft 365 tools. The integration is designed to surface real-time donor and campaign intelligence inside familiar workflows for fundraising professionals. Blackbaud positions the move as part of its focus on secure, workflow-native AI tailored specifically to nonprofit organizations. AI moving deeper into everyda

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13 Aug 2026 02:11

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Stocks Close Higher on Favorable CPI Report and Positive AI News

The S&P 500 Index ($SPX) (SPY) on Wednesday rose +0.26%, the Dow Jones Industrial Average ($DOWI) (DIA) fell -0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose +0.74%. September E-mini S&P futures (ESU26) rose +0.31%, and September E-mini Nasdaq futures (NQU26) rose +0.71%. Stocks closed higher on Wednesday due to strength in AI and chip stocks after CoreWeave and Super Micro reported better-than-expected earnings. Stocks also received a lift from Wednesday’s favorable CPI report, which supported T-note prices and reduced the odds of a rate hike at the next FOMC meeting to 40% from 51% on Tue

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13 Aug 2026 01:33

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Magnificent Seven Earnings Remain Robust: MSFT, AAPL

Six of the beloved members of the Magnificent Seven have delivered their Q2 results, with only the most polarizing of the bunch, NVIDIA NVDA, reflecting the last on the schedule. NVIDIA will report on August 26th. Several members of the group, including Microsoft MSFT and Apple AAPL, posted solid results overall, though the post-earnings reaction was much stronger for MSFT. Apple Breaks Records Apple's results reflected its strongest June-quarter period ever, with quarterly revenue of $109.4 billion growing 16% year-over-year. Adjusted EPS came in at $2.02, growing an even stronger 29% from th

Cloud ComputingConsensus EstimateEarningsGrowth RateRevenue GrowthTech

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12 Aug 2026 21:46

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Expert urges investors to spread bets across the 'AI universe'

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12 Aug 2026 21:14

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Dunamis Woman Enterprise Named No. 3,465 On The 2026 Inc. 5000 List, The Most Prestigious Ranking Of America's Fastest-Growing Private Companies

Company Recognized for 82% Three-Year Revenue Growth, Earning a Place Among the Nation's Most Successful Independent Businesses ATLANTA, Aug. 12, 2026 /PRNewswire/ -- Dunamis Woman Enterprise, a faith-based organization that offers community, courses, and coaching to support women's personal growth and development, has announced they have been ranked No. 3,465 on the 2026 Inc. 5000 list, the annual list of the fastest-growing private companies in America. The list is the most prestigious ranking of the nation's most successful independent and entrepreneurial businesses, recognizing companies t

EntrepreneurshipPrivate CompaniesRevenue GrowthRevenue GrowthSmall Business

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12 Aug 2026 20:43

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Wells Fargo Has Fresh Message for Microsoft Investors

This article first appeared on GuruFocus. Wells Fargo sees therapid improvement of open AI models as a potential tailwind for Microsoft (NASDAQ:MSFT) and ServiceNow (NYSE:NOW), arguing that cheaper intelligence could strengthen established software platforms rather than disrupt them. The key investor implication is that falling inference costs may allow incumbents to embed more AI into products customers already use, supporting adoption while reducing the risk that any single frontier model dominates the market. Warning! GuruFocus has detected 3 Warning Sign with NOW. Is NOW fairly valued? Tes

AIEnterprise SoftwareSoftwareTech

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12 Aug 2026 20:15

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Notable Two Hundred Day Moving Average Cross - MSFY

In trading on Wednesday, shares of the Kurv Yield Premium Strategy Microsoft MSFT ETF (Symbol: MSFY) crossed below their 200 day moving average of $20.48, changing hands as low as $20.11 per share. Kurv Yield Premium Strategy Microsoft MSFT shares are currently trading off about 3% on the day. The chart below shows the one year performance of MSFY shares, versus its 200 day moving average: Looking at the chart above, MSFY's low point in its 52 week range is $15.38 per share, with $28.10 as the 52 week high point — that compares with a last trade of $20.11. Click here to find out which 9 other

ETFEtfsMarketsStocks

Published

12 Aug 2026 20:10

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SENA Health Named No. 400 on the 2026 Inc. 5000 List, the Most Prestigious Ranking of America's Fastest-Growing Private Companies

Company Recognized for 884% Three-Year Revenue Growth, Earning a Place Among the Nation's Most Successful Independent Businesses MULLICA HILL, N.J., Aug. 12, 2026 /PRNewswire/ -- SENA Health today announced it has been ranked No. 400 on the 2026 Inc. 5000 list, the annual list of the fastest-growing private companies in America. The list is the most prestigious ranking of the nation's most successful independent and entrepreneurial businesses, recognizing companies that have achieved remarkable growth while driving innovation, creating jobs, and shaping the future of the economy. Past honorees

AIEntrepreneurshipHealthcareInnovationRevenue Growth

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12 Aug 2026 19:28

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Shopify Inc. (SHOP) Soars as Jim Cramer Applauds AI-Driven Business Formation

Software platforms faced selling pressure due to concerns that generative AI tools would replace traditional software architectures. However, Shopify Inc. (NASDAQ:SHOP) broke away from sector headwinds after second-quarter financial results showed AI tools driving business formation rather than displacing its e-commerce infrastructure. Because Shopify serves small and medium-sized businesses requiring turnkey checkout, payment processing, and store management, non-developer entrepreneurs are using AI platforms to launch storefronts faster, expanding Shopify's merchant base. Jim Cramer Highligh

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12 Aug 2026 18:44

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Nvidia (NVDA) Stock Trades Down, Here Is Why

What Happened? Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) fell 2.1% in the afternoon session after investors grew concerned about a massive $500 billion financing plan for AI infrastructure and rising competition from major customers. The chipmaker is reportedly working with financial firms, including Apollo Global and Blackstone, to fund the data centers and power generation needed for the AI boom. This has raised questions about the company's reliance on external funding for growth. Adding to investor unease, billionaire Mark Cuban warned that Nvidia's financing effort

AI InfrastructureCompetitionEarningsMarket ShareSemiconductors

Published

12 Aug 2026 18:05

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Microsoft Stock Drops While Maia Chip Ambitions Expand

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the software giant behind Azure, fell approximately 1.9% Wednesday morning as investors zeroed in on a potentially important new weapon in its AI race: Microsoft's own chips. Barron's reported that another Maia processor could arrive as early as September. Microsoft has not confirmed that timeline, so September remains speculation rather than a firm launch date. But forget the exact month for a second. The real story is bigger. Microsoft is pouring tens of billions of dollars into AI infrastructure, and it does not want to writ

AIAzureCapital ExpenditureSemiconductorsTech

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12 Aug 2026 17:23

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Stocks Settle Lower Ahead of Wednesday’s CPI Report

The S&P 500 Index ($SPX) (SPY) closed down -0.32% on Tuesday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.34%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.33%. September E-mini S&P futures (ESU26) fell -0.35%, and September E-mini Nasdaq futures (NQU26) fell -0.33%. Stock indices settled lower on Tuesday. The lack of a deal to reopen the Strait of Hormuz pushed crude oil prices higher, raised inflation expectations, and weighed on stocks. Also, hawkish comments on Tuesday from Chicago Fed President Austan Goolsbee were bearish for stocks and bonds when he said "the

AI InfrastructureChipmakersEarningsEarnings GrowthEarnings ResultsInflation

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12 Aug 2026 17:22

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Berkshire Hathaway Stock Drops as Buyback Rally Loses Steam

This article first appeared on GuruFocus. Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B), the giant built across insurance, railroads, energy and manufacturing, dropped approximately 1.4% Wednesday morning. But don't let the red screen tell the whole story. Berkshire had just raced to its highest level since Greg Abel took over from Warren Buffett (Trades, Portfolio) as CEO, powered by stronger operating earnings and something Berkshire investors watch like a hawk: buybacks. After barely touching its own stock in recent periods, Berkshire came back with roughly $4.5 billion of repurchases. Warni

EarningsIntrinsic ValueShare Buyback

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12 Aug 2026 17:22

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Tencent Stock Drops 4.3% as AI Capex Jumps 66%

This article first appeared on GuruFocus. Tencent Holdings (TCEHY), the Chinese internet powerhouse behind Weixin, gaming, advertising and cloud services, reported a quarter that showed exactly why investors are both excited and nervous about its AI push. Second-quarter revenue jumped 11% to 204.8 billion yuan as advertising, domestic games and AI-related cloud demand gained momentum. But profit did not keep pace. Net income edged up just 0.7% to 56 billion yuan, missing the 61.8 billion yuan analyst estimate cited by Reuters. Tencent's U.S.-traded shares dropped roughly 4.3% by late morning.

AdvertisingAICloud ServicesEarningsGaming

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12 Aug 2026 17:19

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Norway's Wealth Fund Reveals $1.2 Billion SpaceX Stake

This article first appeared on GuruFocus. Elon Musk's space and artificial intelligence company, Space Exploration Technologies Corp. (SPCX, Financials), has a new high-profile shareholder.Norway's $2.3 trillion sovereign wealth fund declared a 0.05% investment in SpaceX valued at just over $1.2 billion, the first time the holding has been revealed.The investment comes after record first-half earnings of almost $184.9 billion and an overall return of 9.4% announced by Norges Bank Investment Management.Technology stocks were a big driver. The fund claimed Asian semiconductor holdings were parti

EarningsSemiconductorsShareholderSovereign Bonds

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12 Aug 2026 16:38

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Norway $2.3 Trillion Wealth Fund Posts Record-High Profit in H1

The world's biggest sovereign wealth fund, Norway's $2.3-trillion Government Pension Fund Global, posted a record-high profit of $185 billion for the first half of 2026, as Asian technology stocks boosted its returns and profit on the portfolio. Norway's Government Pension Fund Global (GPFG), which is commonly referred to as 'Norway's oil fund' because it was created with oil and gas revenues, is a shareholder in many large companies in the world, with more than half of the value of its equity investments in the U.S. market. The Norwegian fund was created in the 1990s, and today it holds, on a

Asian MarketsEquity InvestmentsShareholderSovereign Wealth FundTechnology

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12 Aug 2026 16:30

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Nebius Second-Quarter Revenue Exceeds Estimates Amid Robust AI Cloud Gains

Nebius Group NBIS.jpg -Shutterstock Nebius (NBIS) reported stronger-than-expected second-quarter revenue on Wednesday as robust demand for artificial intelligence capacity drove more than 500% year-over-year growth in the Dutch company's cloud business. The cloud computing company's overall revenue surged to $582.3 Silver Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now

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12 Aug 2026 15:48

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Tech just got cheaper - what it means for the bull market

In today's Chart of the Day, Yahoo Finance Markets & Data Editor Jared Blikre breaks down the tech market's latest reset, why valuations are becoming more attractive even as earnings remain strong, and what it could mean for the broader bull market heading into the end of the year. Video Transcript 00:00 Speaker A Let me break that down. So forward PE is just it's what we call a multiple. It's how expensive a stock is. How much money um is an investor today going to pay for a dollar of earnings tomorrow? So if I'm willing to pay $10 today for a dollar of earnings tomorrow, that gives me a mult

Bull MarketEarningsSemiconductorsTech

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12 Aug 2026 15:41

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Global Artificial General Intelligence (AGI) Market Report 2026–2033: Evaluating Foundation Models, Autonomous Agents, and Market Strategies of OpenAI, Meta, Google, xAI, and NVIDIA

Company Logo Accelerating technical breakthroughs highlighted by OpenAI's and Microsoft's autonomous agent rollouts, DeepSeek's open-weights architecture disruptions, xAI's compute expansions, and Meta's open multimodal research—are propelling the global artificial general intelligence market toward a projected $1.55 billion by 2033. This 150-page study delivers an in-depth analysis of deployment models, foundation types, end-use applications (healthcare, manufacturing, BFSI, defense), and regional growth projections through 2033. Artificial General Intelligence MarketArtificial General Intell

Artificial IntelligenceCloud ComputingEnterprise AutomationGrowth RateMarket Research ReportsMarket Research

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12 Aug 2026 15:32

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omain-Specific LLM Platforms Market Report 2026–2033: Evaluating Custom Fine-Tuning, RAG Architectures, and Market Shares of Microsoft, Google, NVIDIA, and IBM

Company Logo Accelerating shift from general-purpose AI to industry-tailored solutions—highlighted by Microsoft's clinical AI advancements, Google's expanded Vertex AI vertical models, NVIDIA's domain-specific NIM microservices, and IBM's compliance-driven Granite LLMs—is propelling the global domain-specific LLM platforms market toward a projected $15.54 billion by 2033. This 130-page study delivers an in-depth analysis of retrieval-augmented generation (RAG) frameworks, enterprise deployment models, key vertical applications (BFSI, healthcare, legal, manufacturing), and regional growth proje

Artificial IntelligenceCloud ComputingDigital TransformationEnterprise AIGrowth RateMarket Research Reports

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12 Aug 2026 15:28

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Amazon Raises 2026 AI Spending to $220B: Smart Bet or Riskier Trap?

Amazon AMZN has pushed its 2026 capital expenditure forecast to roughly $220 billion, up from the $200 billion guided earlier in the year, with the increase tied primarily to higher memory and component costs and continued build-out of AI and cloud infrastructure. The revised outlook, disclosed alongside second-quarter 2026 results, underscores how central artificial intelligence has become to Amazon's growth story, even as the bill for that ambition keeps climbing. The spending case is being backed by numbers that are hard to dismiss. AWS revenues rose 36.7% year over year in the second quart

AICapital ExpenditureCloud ComputingEarningsOperating IncomeRevenue Growth

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12 Aug 2026 15:02

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Microsoft Corporation (MSFT) vs. Meta Platforms, Inc. (META): Two Different Bets Behind Big Tech’s $1 Trillion Lease Bill

On August 4, Reuters reported that Microsoft Corporation (NASDAQ:MSFT), Meta Platforms, Inc. (NASDAQ:META), Oracle, Amazon, and Alphabet have together committed roughly $1.09 trillion in future lease payments for facilities that haven't even opened yet, mostly AI data centers. Microsoft's own pipeline is the largest of the group, at $329.1 billion. Why This Bill Doesn't Show Up on the Balance Sheet Yet These lease commitments are nearly four times the roughly $285 billion in lease liabilities the same companies have already recognized on their balance sheets. That gap exists because accounting

AIBalance SheetBig TechCloud ComputingFree Cash FlowFree Cash Flow

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12 Aug 2026 15:00

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ArcelorMittal (MT) vs. Microsoft Corporation (MSFT): A Steel Giant Bets Its Future on Azure

On August 3, 2026, Reuters reported that Steelmaker ArcelorMittal S.A. (NYSE:MT) is expanding its partnership with Microsoft Corporation (NASDAQ:MSFT). It is adding Microsoft Fabric, Purview, and Foundry to its Azure-based "Cloud First, Data Centric" strategy, aiming to modernize its IT systems and embed AI across its global operations. Financial terms of the deal were not disclosed. Why a Steel Company Is Betting Big on Cloud and AI ArcelorMittal wants to cut its reliance on legacy IT systems, strengthen cybersecurity, and use data and AI as a genuine competitive edge in an industry more know

AICloud ComputingCybersecurityFree Cash FlowIt ModernizationManufacturing

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12 Aug 2026 14:43

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1 Vanguard ETF That Outperforms the S&P 500 and Still Has Room to Run

Key Points The "Magnificent Seven" stocks account for over 53% of this Vanguard ETF. This has helped the ETF outperform the S&P 500 in 13 of the past 20 years. Sluggish performance among its top 10 holdings has slowed returns this year.10 stocks we like better than Vanguard Morningstar Growth ETF › The S&P 500 is the stock market's most important index, tracking the 500 largest American companies on the market. It has become the main benchmark investors use to measure their returns, with outperformance and underperformance largely dependent on how it compares. Although investing in an S&P 500

Consumer DiscretionaryETFGrowth StocksIndustrialsMarketsTech

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12 Aug 2026 14:35

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Alacriti Ranked in Top 150 Financial Services Companies on the Inc. 5000 List

Alacriti Fueled by Customer Success and Innovation, Alacriti Earns a Spot on Inc.'s List Of Fastest-Growing Private Companies BRIDGEWATER, N.J., Aug. 12, 2026 (GLOBE NEWSWIRE) -- Alacriti, a leading provider of cloud-based payment technology and money movement solutions, announced its rank in the top 150 in the Financial Services category on the 2026 Inc. 5000 list, the annual list of the fastest-growing private companies in America. The list is a prestigious ranking of the nation's most successful independent and entrepreneurial businesses, recognizing companies that have achieved remarkable

Digital TransformationFinancial ServicesGrowthInnovationPaymentsRevenue Growth

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12 Aug 2026 14:15

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Palantir and Microsoft Drop. Why the AI Revival Is Hitting Software Stocks.

Palantir slid 1.2% and Microsoft dipped 1.1%. Salesforce ServiceNow and Workday were among the other software stocks trading in the red. The moves came as shares of chip and optical networking companies rallied, following a strong batch of earnings reports that signaled to the market that demand for AI remains robust. Continue Reading

AIEarningsSemiconductorsSoftware

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12 Aug 2026 13:53

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Will CoreWeave's Global Expansion Accelerate Revenue Growth?

CoreWeave, Inc. CRWV is expanding its global infrastructure as demand for AI cloud services continues to strengthen across sectors, geographies and workloads. In the second quarter of 2026, the company generated record revenue of $2.6 billion, up 112% year over year, while its revenue backlog reached $104.2 billion. CoreWeave also added more than $25 billion of net new customer commitments in the early weeks of the third quarter. The company ended the second quarter with 1.5 gigawatts of active power and remains on track to reach at least 8 gigawatts by 2030. Global expansion is becoming an im

AICloudEarningsInternational ExpansionRevenue Guidance

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12 Aug 2026 13:49

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Ray Dalio: The AI investment game is happening — here's how to play

A version of this post was originally published on linkedin.com. This note is about how to play the investment game given what's happening now. Imagine that you're playing a game like bridge, poker, backgammon, or chess and have to make your move, and you have a computer that works with you to assess the circumstances and suggest a move. That's what playing the investment game is like for me. Whether or not you have a computer to help or not, I believe that you should: Ask yourself what move to make given how the board is configured (i.e. given the existing characteristics of the market and th

DiversificationInvestment StrategyMarket RisksNew TechnologiesTech

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12 Aug 2026 13:48

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