Robotics & Automation

78 TER Teradyne (TER) Stock Up Significantly After Jim Cramer Was Hesistant
  • 📈 Shares rallied 332% since Jim Cramer's April 2025 discussion.
  • 💰 Q3 revenue hit $769M and non-GAAP EPS reached $0.85.
  • 🚀 Fiscal Q4 revenue surged to $1B with $1.80 EPS.
 72 ISRG Insider Selling: Intuitive Surgical (NASDAQ:ISRG) Director Sells 400 ...
  • 💰 Q2 revenue hit $2.89B, beating estimates by $60M.
  • 📈 EPS reached $2.80, topping the consensus of $2.48.
  • 🏦 Institutional ownership stands at 83.64% with increased holdings.
 68 ISRG Intuitive Surgical, Inc. $ISRG Shares Sold by BSN CAPITAL PARTNERS Ltd
  • 📉 BSN Capital reduced ISRG holdings by 41.5% to 100k shares.
  • 🚀 J. Stern & Co. surged stake 18,504.6% to $1.2 billion value.
  • 📈 Norges Bank added massive $2.86 billion position in Q4.
 82 ISRG Intuitive Surgical (NASDAQ:ISRG) Cut to "Hold" at HSBC
  • 📉 HSBC downgraded stock to Hold with $391 target.
  • 📈 Q2 EPS beat estimates at $2.80 vs $2.48 consensus.
  • 💰 Revenue surged 18.4% YoY to reach $2.89 billion.
 92 TER Teradyne Q2 Earnings Call Highlights
  • 📈 Q2 revenue hit record $1.3B with non-GAAP EPS of $2.47.
  • 🤖 AI sales drove over 60% of total revenue growth.
  • 💻 Semiconductor Test revenue exceeded $1B for the second quarter.

China Tech

78 BABA Alibaba: China AI Policies And Robust Competitiveness To Support Cloud Growth
  • 📈 Cloud Intelligence Group grew 46.1% over the last decade.
  • 💻 AI adoption and margin improvements drive segment growth.
  • 🤖 Proprietary Qwen models sustain strong AI competitiveness.
 72 BABA Alibaba Group Holding Limited $BABA Shares Sold by Dimensional Fund ...
  • 📉 DFA reduced BABA holdings by 7.1% to a $228.8M position.
  • 📈 Hoey and SJS Investments significantly increased their stakes in Q1.
  • 🏦 Morgan Stanley raised target to $190 while Nomura lowered to $178.
 72 BABA Aureus Asset Management LLC Boosts Stake in Alibaba Group Holding ...
  • 📈 Aureus Asset Management boosted stake by 511% to 9,361 shares.
  • 🏦 Northwestern Mutual increased position by 7,680% to 6 million shares.
  • 🇳🇴 Norges Bank and others established new stakes in Q4.
 82 BABA Alibaba Group Holding Limited (BABA) is Billionaire David Tepper’s Top Stock Pick Heading into 2025
  • 📈 David Tepper names Alibaba his top 2025 stock pick.
  • 💰 Appaloosa holds a $1.06 billion stake in the company.
  • 🇨🇳 Tepper advocates buying Chinese equities as policy eases.
 82 BABA Is Alibaba the Best Chinese AI Play After Apple’s Endorsement?
  • 🤝 Apple approved for China AI launch using Alibaba's Qwen model on July 15, 2026.
  • 💰 Alibaba plans $53 billion investment over three years to expand AI and cloud infrastructure.
  • 📈 Cloud Intelligence revenue jumped 38% in Q4 2026 driven by AI service growth.

Banks and Finance

82 AXP American Express Sinks 6% After Q2 Earnings Beat as Visa, Mastercard Hold Steady
  • 📉 AXP shares slid 6% after Q2 EPS beat but revenue miss.
  • 💰 Q2 EPS hit $4.53 vs $4.40 consensus estimate.
  • 🛒 Billed business surged 9% to $455.8 billion.
 82 SCHW Nigel Murtagh Sells 32,947 Shares of Charles Schwab (NYSE:SCHW) Stock
  • 📉 Insider Nigel Murtagh sold 32,947 shares for $3.43 million.
  • 💰 Q2 earnings beat estimates at $1.62 per share.
  • 📈 Revenue grew 20.9% to $7.07 billion this quarter.
 78 COIN Coinbase shares slide as revenue and earnings miss despite record market share
  • 📉 Shares slid >5% after Q2 adjusted loss of 40 cents vs 11-cent expectation.
  • 💰 Revenue fell 19% to $1.22B as transaction revenue dropped 22%.
  • 📊 Global crypto spot market share hit record 10.3% for third straight quarter.
 78 BX Blackstone Inc. (BX)’s Profit Jumped 26% on AI Bets but the Stock Barely Moved. Here’s Why.
  • 📈 EPS jumped 26% to $1.52, beating estimates.
  • 💰 Revenue surged 36% to $5.04 billion.
  • 🤖 Nine of ten top investments tied to AI.
 65 GS Goldman Sachs, Barclays, Jefferies Cut Robinhood (HOOD) Stock Price Target
  • 📉 Major banks cut Robinhood price targets despite record Q2 revenue.
  • 💰 Record Q2 revenue hit $1.31B while crypto revenue fell 38%.
  • 📉 Stock dropped 4% after-hours as analysts lowered valuation targets.

Cloud / SaaS

78 NOW ServiceNow: User Retention Is Accelerating - I'm More Bullish
  • 📈 ServiceNow rated 'Buy' with raised fair value estimate of $160.
  • 🎯 Targets $30–32B subscription revenue and Rule of 60+ by 2030.
  • 🤖 AI solutions projected to generate ~30% of Annual Contract Value.
 72 ADSK Amundi Sells 409,593 Shares of Autodesk, Inc. $ADSK - American Market News
  • 📉 Amundi sold shares, reducing holding to $504.8 million.
  • 📈 Empowered Funds increased stake by 127.1% to $9.1 million.
  • 💰 Directors Cahill and Smith bought shares, doubling and increasing stakes.
 72 DDOG Datadog (DDOG) Combines High Growth Momentum with a Breakout Setup
  • 📈 Datadog earns 7/10 High Growth Momentum rating for strong earnings acceleration.
  • 💰 Free cash flow per share surged 43.6% YoY to reach $2.70.
  • 📊 Stock holds a 9/10 Technical Rating reflecting a strong multi-timeframe uptrend.
 82 NOW ServiceNow CEO admits there's a solution to AI's biggest problem
  • 🗣️ CEO confirmed AI 'kill switch' to prevent rogue agent behavior.
  • 💰 AI crossed $1B annual contract value in Q2 2026.
  • 📈 Total revenues hit $3.987 billion with 24% year-over-year growth.
 78 NOW ServiceNow (NOW) Looks Appealing Amid Workflow Automation and AI Adoption
  • 📅 Night View released Q2 2026 letter on July 28, 2026.
  • 📉 Firm calls current market a temporary 'software panic of 2026'.
  • 💼 ServiceNow identified as resilient business adapting to AI transformation.

Cybersecurity

82 NET Cloudflare (NYSE:NET) Director John Graham-Cumming Sells 2,520 Shares
  • 📉 Director sold 2,520 shares for $766,004 via Rule 10b5-1 plan.
  • 💰 Q2 revenue hit $696.06M, up 35.9% year-over-year.
  • 📈 EPS reached $0.29, beating the $0.27 consensus estimate.
 78 FTNT Fortinet (NASDAQ:FTNT) Gains Attention After Strong Quarter
  • 📈 Revenue surpassed market expectations with resilient security demand.
  • 💰 Adjusted profitability exceeded analyst forecasts showing strong margins.
  • 🛡️ Integrated platform consolidates hardware, software, and cloud services.
 82 NET Cloudflare (NET) Projected to Release Earnings on Wednesday
  • 📅 Q2 2026 earnings release scheduled for Wednesday, August 5th.
  • 💰 Analysts project Q2 EPS of $0.2684 and revenue of $664.67 million.
  • 📈 Q1 2026 revenue hit $639.75 million, a 33.5% year-over-year increase.
 78 NET Cloudflare (NET) to Post Quarterly Earnings on Wednesday
  • 📅 Cloudflare posts Q2 2026 earnings on Wednesday, August 5th.
  • 📈 Q1 revenue surged 33.5% YoY to $639.75 million.
  • 💰 Market cap is $98.68 billion with negative net margins.
 62 NET Cloudflare (NYSE:NET) Sets New 52-Week High - Here's What Happened
  • 📈 Shares hit $292.63 high, closing at $288.16 on Friday.
  • 💰 Q1 EPS beat estimates at $0.25 with $639.75M revenue.
  • ⚠️ Analyst ratings mixed ranging from "sell" to "strong-buy".

Data centers

82 ANET Arista Networks, Inc. $ANET Shares Purchased by Amundi
  • 📈 Amundi added 491,173 shares, holding 9.06M worth $1.11B in Q1 2026.
  • 📊 Vanguard raised stake to 101M shares valued at $13.26B in Q4.
  • 🏦 State Street and Price T Rowe increased holdings by 1.4% and 1.0%.
 78 DELL Is Dell Technologies Inc. (DELL) A Good Stock To Buy Now?
  • 📈 Dell re-rated from PC assembler to core AI infrastructure compounder.
  • 💰 Q1 FY2027 revenue hit $43.8B, up 88% on AI server demand.
  • 📦 Record $51.3B AI server backlog solidifies critical 'shovel seller' status.
 78 ANET Is Arista Networks Inc (NYSE:ANET) the Best Undervalued AI Stock to Buy Now?
  • 📈 Citi raised ANET price target to $385 citing AI growth.
  • 💰 Analyst estimates increased 4%, 16%, and 13% for FY24-26.
  • 🚀 Company targets $750M AI revenue by 2025 via Ethernet.
 62 HPE Hewlett Packard Enterprise (HPE) Rose on Strong AI Server Demand and Juniper Integration
  • 📈 HPE shares rose after Carillon Eagle highlighted Q2 2026 investor letter.
  • 💻 Huge AI server orders for enterprise customers drive primary growth.
  • 🔗 Juniper Networks integration nearing completion adds strategic value.
 82 DLR Digital Realty Trust (NYSE:DLR) Shares Gap Up After Analyst Upgrade
  • 📈 Shares gapped up to $190 after Wall Street upgrade.
  • 💰 Quarterly revenue surged 28.9% to $1.92 billion.
  • 📉 EPS missed consensus at $1.21 vs $1.98 target.