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Private equity calls the AI derating overdone
Pitchbook6d agoneutral
Private equity calls the AI derating overdone

Derek Hernandez is a senior Emerging Technology analyst at PitchBook Today, it became abundantly clear that private equity now believes public markets have priced AI risk too indiscriminately. Thoma Bravo agreed to buy specialty-insurance platform Accelerant for over $4 billion and a 49% premium to Wednesday’s close. Hours later, Reuters reported that Silver Lake has discussed acquiring Workday, the enterprise software provider currently valued at around $43 billion. Although the Workday transac

5 Must-Read Analyst Questions From SoundHound AI’s Q2 Earnings Call
StockStory6d agoneutral
5 Must-Read Analyst Questions From SoundHound AI’s Q2 Earnings Call

SoundHound AI’s second quarter results were marked by substantial year-on-year revenue growth and a reduction in non-GAAP losses, surpassing Wall Street’s expectations. Management attributed the strong performance to rapid adoption of the OASYS agentic AI platform, which has accelerated deal cycles and customer onboarding. CEO Keyvan Mohajer described OASYS as “the most intuitive and easiest to navigate” among competing solutions, highlighting that the technology’s ability to automate agent crea

Synopsys (SNPS) Could Be 26% Undervalued Following Its General Counsel Exit
Simply Wall St.6d agoneutral
Synopsys (SNPS) Could Be 26% Undervalued Following Its General Counsel Exit

Leadership change and what it could mean for Synopsys stock Synopsys (SNPS) has drawn fresh attention after announcing that General Counsel and Corporate Secretary Janet Lee will step down from her role once a successor is appointed or by December 31, 2026. Lee is expected to remain in an advisory capacity until at least June 30, 2027. This may help the company manage legal and governance continuity while investors assess any longer term implications for Synopsys stock. See our latest...

Applied Materials (AMAT) Stock Looks Fully Priced After A 332% Run
Simply Wall St.6d agoneutral
Applied Materials (AMAT) Stock Looks Fully Priced After A 332% Run

Applied Materials stock has surged over the past few years and is now trading near US$534, yet the company only scores well on a small fraction of Simply Wall St's valuation checks. After such a strong run, the question is whether recent enthusiasm for AI chip infrastructure has left Applied Materials looking more expensive than its fundamentals justify. Applied Materials has returned about 331.5% over the past 5 years, which puts long term holders in a very strong position but raises the...

CleanSpark (CLSK) Swung To A Third Quarter Loss, Is The Stock Still Trading At A Discount?
Simply Wall St.6d agoneutral
CleanSpark (CLSK) Swung To A Third Quarter Loss, Is The Stock Still Trading At A Discount?

CleanSpark (CLSK) is back in focus after reporting third quarter results that showed a net loss of US$239.84 million, compared with net income of US$257.39 million in the same period a year earlier. See our latest analysis for CleanSpark. The earnings swing and July production update have coincided with CleanSpark’s 1 month share price return falling 14.35%, while its 1 year total shareholder return of 15.78% and 3 year total shareholder return of 110.99% point to longer term momentum that...

Shopify’s Q2 Earnings Call: Our Top 5 Analyst Questions
StockStory6d agoneutral
Shopify’s Q2 Earnings Call: Our Top 5 Analyst Questions

Shopify’s second quarter saw a significant positive market reaction, with results surpassing Wall Street’s revenue and adjusted profit expectations. Management attributed performance to broad-based growth across merchant sizes and geographies, as well as increasing adoption of new AI-powered tools like Sidekick and the Catalog API. President Harley Finkelstein highlighted that “AI searches powered by Catalog converted twice the rate of those using scraped data,” emphasizing the growing value of

Incyte Corporation (INCY) has the Bigger Revenue Base, but Could Halozyme Therapeutics, Inc. (HALO) have the Better Economics?
Insider Monkey6d agoneutral
Incyte Corporation (INCY) has the Bigger Revenue Base, but Could Halozyme Therapeutics, Inc. (HALO) have the Better Economics?

On July 20, Halozyme Therapeutics, Inc. (NASDAQ:HALO) and Incyte Corporation (NASDAQ:INCY) announced a global collaboration and licensing deal to develop a subcutaneous formulation of Incyte’s INCA033989. The first-in-class monoclonal antibody targets mutant calreticulin (mutCALR)-expressing myeloproliferative neoplasms. By utilizing Halozyme’s proprietary ENHANZE drug delivery technology, INCY aims to create a more convenient dosing regimen for patients. […]

FitLife Brands Q2 Earnings Call Highlights
MarketBeat6d agoneutral
FitLife Brands Q2 Earnings Call Highlights

FitLife Brands (NASDAQ:FTLF) reported second-quarter 2026 revenue of $26.5 million, up 65% from a year earlier, as the company’s acquisition of Irwin Naturals more than offset declines in its Legacy FitLife business. Net income rose to $2.0 million from $1.7 million in the prior-year quarter, while

DLocal Q2 Earnings Call Highlights
MarketBeat6d agoneutral
DLocal Q2 Earnings Call Highlights

DLocal (NASDAQ:DLO) reported second-quarter 2026 total payment volume of $17.7 billion, up 92% from a year earlier, as growth in ride-hailing, travel, remittances, e-commerce and other verticals drove record volume and gross profit. Chief Executive Officer Pedro Arnt said the company processed more

Bank of America reveals Rocket Lab stock outlook after earnings
TheStreet6d agoneutral
Bank of America reveals Rocket Lab stock outlook after earnings

Rocket Lab’s second-quarter results gave Bank of America another reason to stay bullish on the space company, even as one part of the business came in lighter than Wall Street expected. Bank of America reiterated its Buy rating and $115 price objective on Rocket Lab (RKLB) after earnings, analyst ...