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Everspin Tech Q2 Earnings Call Highlights
MarketBeat1d agoneutral
Everspin Tech Q2 Earnings Call Highlights

Everspin Tech (NASDAQ:MRAM) reported record second-quarter revenue as growth in MRAM product sales and initial revenue from a new U.S. defense-related subcontract lifted results above the company’s guidance range. For the quarter ended June 30, 2026, Everspin posted revenue of $18.7 million, up 42%

MercadoLibre Q2 Earnings Call Highlights
MarketBeat1d agoneutral
MercadoLibre Q2 Earnings Call Highlights

MercadoLibre (NASDAQ:MELI) reported second-quarter 2026 net revenue of more than $10 billion for the first time, representing 50% year-over-year growth, while the company continued to emphasize investments in commerce, fintech, logistics and artificial intelligence over near-term margin expansion.

Asian stocks mostly down with tech firms back under pressure
AFP1d agoneutral
Asian stocks mostly down with tech firms back under pressure

Most Asian markets sank on Thursday with tech firms back under pressure after a four-day rebound amid lingering AI worries, while oil rose even as Iran said it was finalising a deal with Oman over the Strait of Hormuz.Easing tensions in the Middle East and comments from Washington about a US-Iran deal to reopen the Strait of Hormuz have also helped equities this week by pushing oil prices down and tempering inflation and rate hike concerns.

Bloomberg1d agoneutral
DeepSeek Plans ‘Significant’ Price Increase for Its AI Services

(Bloomberg) -- DeepSeek plans to implement a significant price increase across its AI services, an unusual shift from the Chinese tech sector that has put pressure on US competitors with its aggressive pricing.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowSpaceX’s $101 Billion Unlock H

Michael Burry sends loud signal to stock market investors
TheStreet1d agoneutral
Michael Burry sends loud signal to stock market investors

Wall Street hit a milestone on Aug. 4 that would normally silence the skeptics. The S&P 500 closed at a record high for the first time since June, and the Nasdaq Composite followed. Both were powered by stronger-than-expected corporate earnings and falling oil prices tied to hopes the Strait of ...

FDA Approves First mRNA Flu Vaccine in Win for Moderna After Arduous Review
The Wall Street Journal1d agoneutral
FDA Approves First mRNA Flu Vaccine in Win for Moderna After Arduous Review

The Food and Drug Administration approved Moderna’s mRNA-based flu vaccine for adults ages 50 and older, clearing the first shot of its kind after a review process that nearly collapsed in February. The vaccine, called mFlusiva, uses the same mRNA technology as Moderna’s Covid-19 shots. It could reach pharmacies in time for the coming flu season, which typically starts in the fall.

Okta (OKTA) Stock Looks Near Fair Value But Trades At An Earnings Premium
Simply Wall St.1d agoneutral
Okta (OKTA) Stock Looks Near Fair Value But Trades At An Earnings Premium

Okta stock has delivered strong gains over the last three years, yet the current checks point to shares that do not screen as a clear bargain and sit near the intrinsic value estimate from a Discounted Cash Flow (DCF) model, while market multiples lean toward an expensive read. Okta has returned 110.2% over the past three years, which puts recent enthusiasm for the stock front and center in any valuation discussion. Expectations for continued adoption of Okta's identity and access management...

Palo Alto Networks (PANW) Could Be 131% Overvalued On FireMon Integration News
Simply Wall St.1d agoneutral
Palo Alto Networks (PANW) Could Be 131% Overvalued On FireMon Integration News

FireMon integration puts Palo Alto Networks stock back in focus FireMon’s completed integration with Palo Alto Networks (PANW) Strata Cloud Manager gives investors a fresh product-related data point to consider. It links policy intelligence directly into Palo Alto Networks cloud-managed security environments. See our latest analysis for Palo Alto Networks. Palo Alto Networks shares closed at US$362.66 on 5 August, with a 7 day share price return of 15.44% and a 90 day share price return of...

PayPal (PYPL) Stock Looks Undervalued On Earnings But Weaker On Growth
Simply Wall St.1d agoneutral
PayPal (PYPL) Stock Looks Undervalued On Earnings But Weaker On Growth

PayPal Holdings is coming off a sharp five year share price decline of about 78.9%, yet the stock now screens as undervalued on several valuation checks, which raises questions about whether the current price is still baking in too much pessimism. Over the past five years the stock has declined about 78.9%, which means a lot of optimism has already been priced out by the market. Progress on PayPal's multi year turnaround and cost efficiency plans can support the investment case. However,...

CDW (CDW) Could Be 8% Undervalued Following Record Earnings And CFO Retirement
Simply Wall St.1d agoneutral
CDW (CDW) Could Be 8% Undervalued Following Record Earnings And CFO Retirement

CDW (CDW) stock is reacting to a busy August 5 update that combined record second quarter results, a new quarterly dividend declaration, restructuring charges and the planned 2027 retirement of long-serving chief financial officer Albert J. Miralles. See our latest analysis for CDW. The sharp 1 day share price decline of 9.03% following CDW's earnings, dividend and CFO retirement update comes after a 90 day share price return of 27.13%, while the 1 year total shareholder return is down 13.72%...

Meta Joins OpenAI and Anthropic in AI Cybersecurity Scare After Model Hacks Third Party: 'We Are Currently Investigating…'
Benzinga1d agoneutral
Meta Joins OpenAI and Anthropic in AI Cybersecurity Scare After Model Hacks Third Party: 'We Are Currently Investigating…'

Meta Platforms, Inc. (NASDAQ:META) has joined OpenAI and Anthropic in facing fresh AI safety concerns after one of its models gained unintended internet access during cybersecurity testing and exploited a security vulnerability involving another company. Meta AI Model Exploits Security Flaw During Testing On Wednesday, Meta said that a configuration error by Irregular, an independent company that conducts cybersecurity evaluations for Meta, inadvertently gave one of its AI models access to the o

Inseego Q2 Earnings Call Highlights
MarketBeat1d agoneutral
Inseego Q2 Earnings Call Highlights

Inseego (NASDAQ:INSG) reported second-quarter 2026 revenue of $44 million, exceeding the high end of its guidance range and rising 28% sequentially and 9% from a year earlier. The company said product revenue and late-quarter carrier orders helped drive the result, though those orders also pressured

Inspired Entertainment Q2 Earnings Call Highlights
MarketBeat1d agoneutral
Inspired Entertainment Q2 Earnings Call Highlights

Inspired Entertainment (NASDAQ:INSE) said second-quarter revenue totaled $61 million and EBITDA reached $27 million, with EBITDA slightly ahead of consensus expectations, as the company continued to shift toward a more digital-led and less capital-intensive business model. Executive Chairman A. Lor

Honeywell Aerospace Q2 Earnings Call Highlights
MarketBeat1d agoneutral
Honeywell Aerospace Q2 Earnings Call Highlights

Honeywell Aerospace (NASDAQ:HONA) reported 5% organic sales growth in the second quarter of 2026, but reduced its full-year outlook as supply-chain bottlenecks continued to limit production and shift sales toward lower-margin original-equipment and domestic defense programs. The aerospace business,

GRAIL Q2 Earnings Call Highlights
MarketBeat1d agoneutral
GRAIL Q2 Earnings Call Highlights

GRAIL (NASDAQ:GRAL) reported second-quarter revenue growth driven by higher Galleri test volumes, while outlining continued efforts to secure FDA approval, expand its commercial organization and build international distribution partnerships. Revenue totaled $44.7 million in the second quarter, up 2

Expedia Group Q2 Earnings Call Highlights
MarketBeat1d agoneutral
Expedia Group Q2 Earnings Call Highlights

Expedia Group (NASDAQ:EXPE) reported second-quarter results above the high end of its outlook, citing healthy consumer travel demand, continued momentum in its business-to-business segment and improved marketing efficiency. The company also raised its full-year guidance for gross bookings, revenue a

Forkast News1d agoneutral
Google’s DeepMind Shakeup Reveals a Compute Landlord Betting on Infrastructure Over Research

Google is executing a fundamental architectural shift in how it manages the tension between high-stakes product delivery and long-horizon research. By consolidating DeepMind under a product-focused mandate while simultaneously spinning out its most ambitious scientific talent into a separately funded entity, the company is effectively adopting a compute landlord model. This strategy prioritizes the immediate, […]