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● AppLovin rallied while the ad-tech group split three ways: Digital Turbine edged higher and The Trade Desk lagged.
Bentley Systems (NASDAQ:BSY), the Exton, Pennsylvania provider of infrastructure engineering software behind MicroStation, OpenRoads and ProjectWise, is rallying in Monday's session. The shares are up 8.13% at $34.85, outpacing a market that sits near record highs.
Cerebras Systems (NASDAQ:CBRS), the Sunnyvale, California maker of AI computing systems built around a wafer-sized processor, is rebounding in Monday's session. The shares are up 9.43% at $182.13 on volume nearly double average, recovering part of last week's slide.
Guidewire Software (NYSE:GWRE), the San Mateo, California provider of the cloud platform used by property and casualty insurers, is rising in Monday's session. The shares are up 7.24% at $163.17 as software stocks catch a bid.
● Q2 2026Revenuerose to $31.5M from $1.2M a year earlier; net loss widened to $230.9M.
● Fiscal third-quarter 2026Revenuewas $3.0 million, down 14% year over year, whileGAAPNet Incomestayed positive at $15,000.
● Second-quarter 2026 serviceRevenuewas $235.6 million, down 1.5% sequentially, with Adjusted EBITDA of $71.1 million, a 30.2% margin.
● Shares have traded on the OTC Markets Expert Market under CMBMF since late March 2026.
● The AT&T spectrum transaction closed July 29, 2026, with EchoStar reportedly receiving $20.25 billion.
● Second-quarter 2026 totalRevenuewas $222.8 million, down 1%, with a swing to a $2.0 million net loss.
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