Piyasa Haberleri

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CDW Corporation: Operating Leverage Fading As The Sales Shift

CDW Corporation delivered 9.9% YoY top-line growth, but margin compression and operating leverage erosion muted the positive impact. EPS rose 4.8%, primarily driven by aggressive buybacks reducing share count by 3.5% YoY, not by core operating improvements. COGS outpaced revenue growth, with hardware sales up 10% YoY but service revenues stagnating, deepening margin pressure.

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Kaynak: Seeking Alpha

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MercadoLibre Q2: That's Why The Company Is Sacrificing Its Margins

MercadoLibre's revenue grew 50% YoY, driven by strong Commerce and Mercado Pago performance. Margins declined as MELI increased strategic investments to accelerate growth and customer acquisition. Customer retention improved through deeper integration between the Marketplace and Mercado Pago ecosystem.

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Kaynak: Seeking Alpha

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Capricor Therapeutics Shareholder Alert: ClaimsFiler Reminds Investors With Losses In Excess Of $100,000 Of Lead Plaintiff Deadline In Class Action Lawsuit Against Capricor Therapeutics, Inc. - CAPR

NEW ORLEANS, Aug. 07, 2026 (GLOBE NEWSWIRE) -- ClaimsFiler, a FREE shareholder information service, reminds investors that they have until September 28, 2026 to file lead plaintiff applications in a securities class action lawsuit against Capricor Therapeutics, Inc. (“Capricor” or the “Company”) (NasdaqGS: CAPR), if they purchased Capricor securities between December 17, 2025 and July 26, 2026, inclusive (the “Class Period”). This action is pending in the United States District Court for the Southern District of California.

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Kaynak: GlobeNewsWire

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FUTU UPCOMING DEADLINE : The Gross Law Firm Alerts Futu Holdings Limited Stockholders of Securities Class Action - Contact the Firm

NEW YORK, Aug. 07, 2026 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of Futu Holdings Limited (NASDAQ: FUTU). Shareholders who purchased shares of FUTU during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment.

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Kaynak: GlobeNewsWire

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SPRY Deadline Alert: The Gross Law Firm Reminds ARS Pharmaceuticals, Inc. (SPRY) Investors of Securities Class Action Deadline on October 5, 2026

NEW YORK, Aug. 07, 2026 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of ARS Pharmaceuticals, Inc. (NASDAQ: SPRY). Shareholders who purchased shares of SPRY during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment.

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Kaynak: GlobeNewsWire

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Kaynak: Zacks Investment Research Haber Ajansı

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Lifetime Brands Q2 Earnings Call Puts Tariff Refund to Work on Debt

LCUT is using a $40.1 million tariff refund to pay down debt and fund investments as soft demand and Hagerstown ramp issues shape its 2026 outlook.

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Kaynak: Zacks Investment Research

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Airbnb says AI is helping it ship features faster as it tests a new search function

Airbnb might be taking slow steps to roll out AI features to its consumer-facing interface, but the company is rapidly adopting the tech to build product. Earlier this year, the company said AI is writing 60% of its code.

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Kaynak: TechCrunch

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Expensify: Still Positive After Q2 Earnings Turnaround And Raised Cash Flow Guidance

Expensify is rated Buy, driven by a return to non-GAAP profitability and robust free cash flow growth in 2Q26. EXFY's shift from legacy to AI-native solutions enhanced operating leverage effects, with EBITDA margin rising from -3.9% to +19.6% YoY. Free cash flow guidance for FY2026 was raised 73% to $13M, supporting ongoing buybacks; EXFY repurchased 7% of shares in 2Q26.

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PODD Investors Have Opportunity to Lead Insulet Corporation Securities Fraud Lawsuit with SBS Law

LOS ANGELES, Aug. 07, 2026 (GLOBE NEWSWIRE) -- Schall, Brown & Schwartz LLP (“SBS”), a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Insulet Corporation (“Insulet” or “the Company”) (NASDAQ: PODD) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Shareholders who purchased shares of PODD during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointments.

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HUBG Investors Have Opportunity to Lead Hub Group, Inc. Securities Fraud Lawsuit with SBS Law

LOS ANGELES, Aug. 07, 2026 (GLOBE NEWSWIRE) -- Schall, Brown & Schwartz LLP (“SBS”), a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Hub Group, Inc. (“Hub” or “the Company”) (NASDAQ: HUBG) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Shareholders who purchased shares of HUBG during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointments.

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Kaynak: GlobeNewsWire

Official Partner ITBFX Start Trading

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PPL (PPL) Q2 Earnings and Revenues Lag Estimates

PPL (PPL) came out with quarterly earnings of $0.33 per share, missing the Zacks Consensus Estimate of $0.35 per share. This compares to earnings of $0.32 per share a year ago.

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Kaynak: Zacks Investment Research

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Is the Options Market Predicting a Spike in Qfin Holdings Stock?

Investors need to pay close attention to QFIN stock based on the movements in the options market lately.

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Kaynak: Zacks Investment Research

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Sandisk: Memory Has Structurally Changed, The Sector Cannot Remain At 5x P/E

Sandisk Corporation is upgraded to Strong Buy with a $3,900 price target, implying 200% upside as AI transforms memory from cyclical to core infrastructure. SNDK's PCIe Gen 5, QLC, and BiCS8 technologies, combined with vertical integration and Kioxia partnership, position it as a key AI infrastructure supplier. Consensus underappreciates SNDK's shift from consumer electronics to AI-driven demand, supporting a re-rating from 5x to 15x P/E as margins and growth accelerate.

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Kaynak: Seeking Alpha

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