Amazon, Palantir and 12 more top tech-stock picks from UBS analysts

The artificial-intelligence spending cycle is still early, according to UBS analysts — and that affords investors a number of compelling opportunities across the technology, media and telecommunications sectors.

Market Watch • 11 hours ago

Procore Technologies (PCOR) Upgraded to Buy: Here's Why

Procore Technologies (PCOR) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Zacks Investment Research • Sep 1, 2026

Wasatch U.S. Select Fund Q2 2026 Portfolio Update

The Wasatch U.S. Select Fund - Investor Class returned 12.46%, trailing the Russell 2500 Growth Index, which gained 24.02% during the quarter. While the market environment favoring low-quality companies was a large reason for our relative underperformance, we also held stocks that lost ground in the period, and that too weighed on relative results. The largest of the detractors was Ensign Group, an operator of skilled-nursing and senior-living facilities.

Seeking Alpha • Aug 18, 2026

Wasatch Small Cap Growth Fund Q2 2026 Portfolio Update

While the market environment favoring low-quality companies was a large reason for our relative underperformance compared to the benchmark, we also held stocks that lost ground in the period, and that too weighed on relative results. The largest of those detractors was Ensign Group, an operator of skilled-nursing and senior-living facilities. The top contributor to Fund performance was JFrog Ltd.

Seeking Alpha • Aug 13, 2026

Procore Introduces Asset Register Within Asset Management to Simplify Handover from Contractor to Owner

CARPINTERIA, Calif. & LONDON--(BUSINESS WIRE)--Procore Technologies, Inc. (NYSE: PCOR), the leading global provider of construction management software, today announced the general availability of Asset Register, a new tool within Procore Asset Management that helps contractors replace weeks of project handoff work with a continuous digital handover process. By building complete asset records throughout construction, contractors deliver higher-quality handovers while owners receive trusted info.

Business Wire • Aug 6, 2026

Wasatch Long/Short Alpha Fund Q2 2026 Contributors And Detractors

The Wasatch Long/Short Alpha Fund - Investor Class did not keep pace and finished the period up 8.29%. The largest detractor among our long positions was Ensign Group, an operator of skilled nursing and senior living facilities. The top contributor to Fund performance was JFrog Ltd.

Seeking Alpha • Aug 5, 2026

Procore Technologies, Inc. Announces Pricing of Upsized $825.0 Million Offering of Convertible Senior Notes

CARPINTERIA, Calif.--(BUSINESS WIRE)--Procore Technologies, Inc. (NYSE: PCOR) (the “Company” or “Procore”), the leading global provider of construction management software, announced today the pricing of $825.0 million aggregate principal amount of 0.00% Convertible Senior Notes due 2031 (the “notes”) in a private placement (the “offering”) only to persons reasonably believed to be “qualified institutional buyers” pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securiti.

Business Wire • Aug 4, 2026

Procore Technologies, Inc. Announces Proposed Private Placement of $750.0 Million of Convertible Senior Notes

CARPINTERIA, Calif.--(BUSINESS WIRE)--Procore Technologies, Inc. (NYSE: PCOR) (the “Company” or “Procore”), the leading global provider of construction management software, announced today that it intends to offer, subject to market conditions and other factors, $750.0 million aggregate principal amount of Convertible Senior Notes due 2031 (the “notes”) in a private placement (the “offering”) only to persons reasonably believed to be “qualified institutional buyers” pursuant to Rule 144A under t.

Business Wire • Aug 3, 2026

Procore Technologies Q2 Earnings Call Highlights

Procore Technologies NYSE: PCOR reported second-quarter results that exceeded its guidance, driven by broad-based demand, large contract wins and growth in international markets, while the construction software company also outlined an expanded artificial intelligence strategy centered on its planned acquisition of DroneDeploy.

MarketBeat • Jul 31, 2026

Procore Technologies, Inc. (PCOR) Q2 2026 Earnings Call Transcript

Procore Technologies, Inc. (PCOR) Q2 2026 Earnings Call Transcript

Seeking Alpha • Jul 30, 2026