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Reuters2d agobullish
Akamai beats quarterly estimates on cloud infrastructure demand

Akamai Technologies beat analysts' estimates for the second ‌quarter on Thursday, supported ‌by steady demand across its security and ​cloud infrastructure services portfolios, sending its shares up 10.5% in extended trading. The company recorded cloud infrastructure services ‌revenue of $99 million, ⁠up 39% over the year earlier. Here are some details: • ⁠The cybersecurity and cloud computing company's customers include Adobe, eBay and ​Electronic Arts, ​as well ​as the U.S. ‌defense and labor departments.

Cloudflare raises annual outlook above market estimates on AI-driven demand
Reuters2d agoneutral
Cloudflare raises annual outlook above market estimates on AI-driven demand

Cloudflare raised its full-year revenue forecast above Wall Street expectations after strong ‌quarterly results, betting that the rapid rise ‌of AI agents will keep driving traffic across its network, sending ​its shares up 18% after the bell. The race to build and scale AI agents has led more businesses to rely on Cloudflare's network to safely route ‌traffic and run ⁠those tools, boosting demand for its cloud and security products. Here are more details: • ⁠Cloudflare raised its annual revenue forecast to a range of $2.86 billion to $2.87 billion, from $2.805 billion to $2.813 billion ​previously, and ​above analysts' average estimate ​of $2.81 billion, according to ‌LSEG-compiled data.

Mastercard (MA) vs. Visa (V): Stablecoins or AI Fraud Defense?
Insider Monkey2d agoneutral
Mastercard (MA) vs. Visa (V): Stablecoins or AI Fraud Defense?

On August 3, Mastercard (NYSE:MA) announced that it had completed its acquisition of BVNK, a deal meant to connect its card network with the stablecoins and tokenized assets that are increasingly moving money across borders. Chief product officer Jorn Lambert framed it as a bet on a “multi-money world,” where fiat currency, stablecoins and tokenized […]

Bernstein says Circle investors are focusing on wrong risks
TheStreet2d agoneutral
Bernstein says Circle investors are focusing on wrong risks

Research and brokerage firm Bernstein says that investors worried about the Circle Internet Group (NYSE: CRCL) are fixating on the wrong concerns, and that the stablecoin issuer's latest results make the case against the skeptics. In a note to clients on Aug. 6, analysts led by Gautam Chhugani ...

Toast (TOST) Beat Q2 Estimates And Raised Guidance, Has The Valuation Story Run Ahead?
Simply Wall St.2d agobullish
Toast (TOST) Beat Q2 Estimates And Raised Guidance, Has The Valuation Story Run Ahead?

Toast (TOST) is back in focus after Q2 2026 results exceeded analyst expectations on both revenue and earnings, alongside a higher full year outlook and new AI driven partnerships with Google and BWH Hotels. See our latest analysis for Toast. Toast’s recent rally has gathered pace, with a 30 day share price return of 17.3% and a 90 day share price return of 38.6%. However, the 1 year total shareholder return declined 23.9%, so recent momentum contrasts with a weaker longer term picture. If...

Why Unusual Machines (UMAC) Is Up 18.1% After Q2 Loss But First-Half Turn to Profit
Simply Wall St.2d agoneutral
Why Unusual Machines (UMAC) Is Up 18.1% After Q2 Loss But First-Half Turn to Profit

Unusual Machines, Inc. has reported past second-quarter 2026 results showing sales rising to US$16.72 million from US$2.12 million a year earlier, with a quarterly net loss of US$7.78 million and basic loss per share from continuing operations of US$0.16. For the first half of 2026, the company moved from a net loss of US$10.23 million a year ago to net income of US$2.5 million, helped by strong revenue growth and supported by US$60 million of fresh capital to scale production and integrate...

Brookfield (TSX:BN) Stock Looks Strong On Returns But Rich On Earnings
Simply Wall St.2d agoneutral
Brookfield (TSX:BN) Stock Looks Strong On Returns But Rich On Earnings

Brookfield stock has delivered a very strong 103.4% return over the past three years, yet its current valuation checks lean expensive and raise questions about how much upside is already reflected in the price. Brookfield is up 103.4% over three years, which puts recent gains front and center when assessing what investors are now paying for each dollar of earnings and assets. Large transactions such as the Aypa Power battery storage acquisition and the Kuwait pipeline joint venture can...

ZIM (ZIM) Leans Into Digital, Low-Emission Shipping – Is Its Competitive Edge Quietly Shifting?
Simply Wall St.2d agobearish
ZIM (ZIM) Leans Into Digital, Low-Emission Shipping – Is Its Competitive Edge Quietly Shifting?

Recently, the Zacks Transportation – Shipping industry highlighted how diversification, digitalization, and potential easing of US–Iran tensions are aiding companies including ZIM Integrated Shipping Services, International Seaways, and Genko Shipping & Trading, with ZIM also cited for its emphasis on sustainable shipping solutions. This focus on digital tools, innovative technologies, and greener operations places ZIM in a distinctive position within the container shipping space as...

Cisco Systems (CSCO) Expands Security And Webex Links, Is It 9% Overvalued?
Simply Wall St.2d agoneutral
Cisco Systems (CSCO) Expands Security And Webex Links, Is It 9% Overvalued?

Cisco Systems (CSCO) is back in focus as investors watch a cluster of AI and security developments, including its role in the Tech Mahindra Security Service Edge partnership and new emergency calling integration for Webex. See our latest analysis for Cisco Systems. Against this backdrop of AI infrastructure orders, security partnerships and the upcoming August 12 earnings call, Cisco Systems has seen momentum build, with a 30 day share price return of 8.13% and a 1 year total shareholder...

Lyft (LYFT) Stock Looks Cheap Even With Fresh Growth Hopes
Simply Wall St.2d agoneutral
Lyft (LYFT) Stock Looks Cheap Even With Fresh Growth Hopes

Lyft stock is coming off a mixed five year stretch, with the share price down sharply over that window yet still carrying a valuation profile that screens as relatively cheap on several checks. That puts fresh focus on whether recent optimism is fully reflected in today’s price. Over the past five years, Lyft shares have fallen 69.7%, which means longer term holders are still sitting on sizeable losses despite more recent gains. The recent move to test autonomous ride hailing in London with...

Coherent (COHR) Is Up 34.2% After AI Optics Buzz And Regulatory Tailwinds - Has The Bull Case Changed?
Simply Wall St.2d agoneutral
Coherent (COHR) Is Up 34.2% After AI Optics Buzz And Regulatory Tailwinds - Has The Bull Case Changed?

In recent days, Coherent has drawn attention as analysts highlighted expectations for strong year-over-year earnings and revenue growth ahead of its August 12 fiscal fourth-quarter report, alongside its expanding role in AI-related optical networking. At the same time, reports of potential U.S. restrictions on Chinese optical transceivers and Coherent’s positioning as a leading supplier have sharpened focus on the company’s role in critical AI data center infrastructure. Against this...

Archer Aviation (ACHR) Is Up 10.3% After ZEE AI Milestone And Midnight eVTOL Roundtrip Demo Flight
Simply Wall St.2d agoneutral
Archer Aviation (ACHR) Is Up 10.3% After ZEE AI Milestone And Midnight eVTOL Roundtrip Demo Flight

In early August 2026, Archer Aviation announced that its ZEE aviation AI model can predict aircraft movements on airport surfaces minutes ahead and that its piloted Midnight eVTOL completed a roundtrip flight between Salinas and Monterey in about nine minutes each way. Together, these milestones suggest Archer is positioning itself not only as an electric air-taxi manufacturer but also as a potential provider of advanced aviation safety and traffic-management software. We’ll now examine how...

What Could Nokia Oyj (HLSE:NOKIA) Gain From This Southeast Asia AI Compute Deal?
Simply Wall St.2d agoneutral
What Could Nokia Oyj (HLSE:NOKIA) Gain From This Southeast Asia AI Compute Deal?

Nokia Oyj (HLSE:NOKIA) has partnered with Ooredoo and Nvidia on a multi billion dollar AI compute platform for Southeast Asia, centered on Indonesia's Zankore platform. The collaboration focuses on building large scale AI infrastructure to support regional demand for advanced compute and digital services. The deal marks a further step in Nokia's shift toward AI focused network solutions and digital transformation projects in selected markets. Consider broadening your research to other...

Does Figma’s AI-Fueled Revenue Guidance Hike Change The Bull Case For Figma (FIG)?
Simply Wall St.2d agoneutral
Does Figma’s AI-Fueled Revenue Guidance Hike Change The Bull Case For Figma (FIG)?

In the past week, Figma, Inc. reported second-quarter 2026 results with revenue rising to US$370.08 million while swinging from a US$28.23 million net profit a year earlier to a US$112.15 million net loss, alongside six-month revenue of US$703.52 million and a US$254.55 million net loss. The company also raised its full-year 2026 revenue outlook to about US$1.46 billion and highlighted early traction from AI credit monetization, even as heavier AI and marketing spend weighed on current...

Why Figma Stock Just Sank
Motley Fool2d agoneutral
Why Figma Stock Just Sank

Figma crushed its Q2 revenue and earnings targets, yet the stock cratered nearly 15%. The culprit? Soaring AI costs that are growing more than twice as fast as sales.