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5 Revealing Analyst Questions From Snap’s Q2 Earnings Call
StockStory11d agoneutral
5 Revealing Analyst Questions From Snap’s Q2 Earnings Call

Snapchat’s second quarter saw a stronger-than-expected performance, which management attributed to momentum in both its advertising and subscription businesses. CEO Evan Spiegel emphasized that recent investments in ad platform automation and AI-powered tools have started to pay off, citing a 56% year-over-year increase in conversion events and growing adoption of new ad formats like sponsored Snaps. The company also benefited from major sporting events and robust growth among its small and medi

Costco's new service beats Amazon at its own game
TheStreet11d agobullish
Costco's new service beats Amazon at its own game

For years, Amazon led the market by offering free two-day delivery to Prime members. That was a massive improvement over previous shipping standards, and it became table stakes for any retailer hoping to sell to a mass audience. As a shopper, two-day shipping generally worked for me, but once Uber ...

On Holding (ONON) Is Down 17.8% After Mixed Q2 Beat And Lower-End Guidance - Has The Bull Case Changed?
Simply Wall St.11d agobullish
On Holding (ONON) Is Down 17.8% After Mixed Q2 Beat And Lower-End Guidance - Has The Bull Case Changed?

On 11 August 2026, On Holding AG reported second-quarter sales of CHF 850.3 million and net income of CHF 105 million, marking a shift from a net loss a year earlier. While the company highlighted strong direct-to-consumer momentum and raised its profit outlook, a slowdown in Americas growth and full-year sales guidance at the lower end of expectations raised fresh questions about the balance between expansion and discipline. Next, we’ll examine how softer Americas growth and tempered...

Why Did C3.ai (AI) Stock Move Today?
Simply Wall St.11d agoneutral
Why Did C3.ai (AI) Stock Move Today?

C3.ai (AI) stock is back in focus after Forrester Research named the company a Leader in its Q3 2026 AI Platforms report, highlighting the C3 Agentic AI Platform and customer feedback. See our latest analysis for C3.ai. The Forrester recognition comes as C3.ai’s short term momentum has picked up, with a 30 day share price return of 18.77% and a 90 day share price return of 22.89%. However, the 1 year total shareholder return remains down 37.14% and the 5 year total shareholder return is down...

Is Walmart (WMT) Fully Valued If Growth Plans Meet Margin Pressure?
Simply Wall St.11d agoneutral
Is Walmart (WMT) Fully Valued If Growth Plans Meet Margin Pressure?

Walmart stock has delivered a strong 139.4% total return over the past 5 years, yet the current intrinsic value estimate from a Discounted Cash Flow (DCF) model points to the shares trading at a premium, while broader valuation checks also lean on the expensive side. Over 5 years, Walmart has returned 139.4%, which puts extra attention on whether the current price still offers an appealing entry point for new capital. Recent moves into areas such as TV advertising and drone delivery may...

AvePoint (AVPT) Unveiled Kinetic Classification For Cloud Data Protection
Simply Wall St.11d agoneutral
AvePoint (AVPT) Unveiled Kinetic Classification For Cloud Data Protection

AvePoint (NasdaqGS: AVPT) introduced Kinetic Classification, a new data sensitivity and recovery solution for Microsoft 365, Google Workspace, and other business apps. The product uses AI to continuously assess data sensitivity and adjust protection policies across connected cloud services. Kinetic Classification integrates automated recovery tools aimed at improving incident response for security and data governance teams. For investors tracking how AI is reshaping core enterprise...

Did BMW’s Ultra-Wideband Deal and CELUS Partnership Just Shift NXP’s (NXPI) Auto Investment Narrative?
Simply Wall St.11d agobullish
Did BMW’s Ultra-Wideband Deal and CELUS Partnership Just Shift NXP’s (NXPI) Auto Investment Narrative?

In early August 2026, CELUS announced a partnership with Variscite that embeds Variscite’s NXP-based system-on-module portfolio into the CELUS Design Platform and NXP Block Diagram Designer, aiming to streamline embedded system development for industrial, medical, and IoT applications. A separate August 2026 announcement revealed that NXP’s Trimension NCJ29D6 ultra-wideband chips will be used across BMW’s future vehicle fleet for digital keys and in-cabin presence detection, underlining...

How Investors Are Reacting To Verizon (VZ) Amid Starlink Mobile Threat and New Funding Moves
Simply Wall St.11d agoneutral
How Investors Are Reacting To Verizon (VZ) Amid Starlink Mobile Threat and New Funding Moves

In early August 2026, Verizon Communications completed US$3.75 billion of fixed-to-floating, callable junior subordinated notes due 2057 and 2059 and expanded its Verizon Family app through a new Fi Mini pet-tracking integration, while also addressing recent service-disrupting vandalism and supporting public safety operations. At the same time, investor attention has sharpened around mounting competitive pressure from SpaceX’s planned Starlink Mobile offering, which aims to challenge...

American Express (AXP) Stock Still Looks Cheap After A 120% Five Year Run
Simply Wall St.11d agoneutral
American Express (AXP) Stock Still Looks Cheap After A 120% Five Year Run

American Express has delivered a 120.0% share price return over the past five years, while the latest intrinsic value estimate using the Excess Returns model still points to the stock trading below that intrinsic value. At the same time, traditional earnings multiples look roughly in line with the market. Over five years, American Express shares are up 120.0%, which puts recent short term weakness this year into the context of a strong longer term run. Recent attention on American Express as...

QuickLogic Q2 Earnings Call Highlights
MarketBeat11d agoneutral
QuickLogic Q2 Earnings Call Highlights

QuickLogic (NASDAQ:QUIK) reported second-quarter fiscal 2026 revenue of $5.5 million, up 48.7% from the prior-year period and 8.5% sequentially, as growth in new product revenue offset a smaller mature-product business. Management said a delayed extension of an existing customer contract pushed reve

Quantinuum Q2 Earnings Call Highlights
MarketBeat11d agoneutral
Quantinuum Q2 Earnings Call Highlights

Quantinuum (NASDAQ:QNT) reported second-quarter 2026 revenue of $8 million, up 279% from the prior-year period, in its first earnings call as a public company following its June initial public offering. Chief Executive Officer Raj Hazra said the company is pursuing leadership across quantum hardwar

NextNav Q2 Earnings Call Highlights
MarketBeat11d agoneutral
NextNav Q2 Earnings Call Highlights

NextNav (NASDAQ:NN) said its second-quarter actions strengthened its balance sheet, expanded liquidity and advanced partnerships and technical validation efforts as the company continues to pursue regulatory approval for its proposed 900 MHz terrestrial positioning, navigation and timing network. C