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Microsoft New AI Chip Could Be a Big Win for Marvell and TSMC

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) could soon give its in-house AI chip effort another test, with a potential Maia 300 launch drawing attention to Marvell Technology (NASDAQ:MRVL) and Taiwan Semiconductor Manufacturing (NYSE:TSM). Wedbush Securities said a successful rollout could improve the …

MSFT main company TSM mentioned NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +15.2% MSFT stored weekly price path from 22 Aug 2025 to 14 Aug 2026

OpenAI Gives Employees a $7 Billion Cash Exit

This article first appeared on GuruFocus. OpenAI, the artificial intelligence startup behind ChatGPT, has reportedly closed a $7 billion tender offer that will allow current and past employes to sell some of their ownership while the company stays private. OpenAI is valued at roughly …

MSFT mentioned
Sharemaestro market context Trend signal active 52 weeks +15.2% MSFT stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Microsoft Stock Slips as Custom AI-Chip Ambitions Accelerate

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the software and cloud powerhouse behind Azure, fell roughly 0.6% Tuesday as investors digested fresh chatter around its next homegrown AI chip. Barron's reported that Microsoft could roll out its next Maia processor as early as …

MSFT main company TSM mentioned
Sharemaestro market context Trend signal active 52 weeks +15.2% MSFT stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Medtronic (MDT) Wins Analyst Upgrades, Is It Fully Priced?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Medtronic (MDT) has moved back into focus after multiple analyst upgrades tied to what they describe as the company's strongest annual revenue growth …

MDT main company
Sharemaestro market context Price above Trend Line 52 weeks +15.8% · Next-week setup positive 57.9% MDT stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Is PayPal Holdings (PYPL) Undervalued After Earnings And Its Recent Share Price Jump?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. PayPal Holdings (PYPL) recently reported second quarter 2026 earnings, with sales of US$8,682 million and net income of US$1,104 million. The results offer …

PYPL main company
Sharemaestro market context Trend signal active 52 weeks +4.4% · Next-week setup positive 62.5% PYPL stored weekly price path from 22 Aug 2025 to 14 Aug 2026

ASML Holding (ENXTAM:ASML) Gains On TSMC Demand Signal, Is The Stock Now Too Expensive?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Strong revenue figures and an upgraded outlook from Taiwan Semiconductor Manufacturing have put a fresh spotlight on ASML Holding (ENXTAM:ASML) as investors reassess …

TSM mentioned
Sharemaestro market context Trend signal active 52 weeks +115.7% · Next-week setup positive 56.0% TSM stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Texas Instruments (TXN) Stock Looks Stretched Against Its Fair Value

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Texas Instruments stock has delivered a strong 79.2% return over the past three years, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and …

TXN main company
Sharemaestro market context Trend signal active 52 weeks +60.0% TXN stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Rivian Automotive, Inc. (RIVN) vs. Ferrari N.V. (RACE): A Mass-Market EV Bet Against Ultra-Luxury Pricing Power

Rivian Automotive, Inc. (NASDAQ:RIVN) and Ferrari N.V. (NYSE:RACE) both beat estimates last week but for opposite reasons. Rivian narrowed its losses and raised its delivery forecast as its cheaper R2 SUV finally reached customers. Ferrari raised guidance too, even though it shipped fewer cars …

HON mentioned
Sharemaestro market context Trend signal active 52 weeks +24.3% · Next-week setup positive 59.8% HON stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Amazon Stock Drops 1.8% as $3 Trillion Rally Cools

This article first appeared on GuruFocus. Amazon (NASDAQ:AMZN), the e-commerce and cloud giant, dropped roughly 1.8% in Tuesday's regular session as traders finally hit the brakes after a blistering post-earnings run. Amazon had just smashed through the $3 trillion market-cap barrier for the first …

AMZN main company
Sharemaestro market context Trend signal active 52 weeks +35.8% · Next-week setup positive 56.0% AMZN stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Arkose Labs Named to Inc. 5000 List of America's Fastest-Growing Private Companies for Fifth Year

As Agentic AI Traffic Surges 1,100% Quarter over Quarter, the Company is Helping Companies Embrace Agentic Commerce with New Arkose Agent Trust Manager SAN MATEO, Calif., August 11, 2026--(BUSINESS WIRE)--Arkose Labs, the leader in agent trust, today announced it has once again been named …

MSFT mentioned RBLX mentioned
Sharemaestro market context Trend signal active 52 weeks +15.2% MSFT stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Apple Stock Falls Again After Jefferies Slashes Rating

This article first appeared on GuruFocus. Apple (NASDAQ:AAPL), the consumer-tech powerhouse behind the iPhone, Mac and one of the world's biggest digital ecosystems, fell roughly 0.5% Tuesday as Jefferies threw cold water on the stock. Analyst Edison Lee cut Apple to Underperform from Hold …

AAPL main company
Sharemaestro market context Trend signal active 52 weeks +58.7% · Next-week setup positive 59.6% AAPL stored weekly price path from 22 Aug 2025 to 14 Aug 2026

IBM Lands a $240 Million AI Inference Deal

This article first appeared on GuruFocus. International Business Machines Corp. (IBM, Financials), the enterprise technology company, signed a $240 million multi-year agreement with Together AI to build a large-scale artificial intelligence inference cluster on IBM Cloud. Warning! GuruFocus has detected 5 Warning Sign with …

NVDA mentioned IBM mentioned
Sharemaestro market context Trend signal active 52 weeks +49.5% · Next-week setup positive 56.1% NVDA stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Is Uber (UBER) Losing Waymo Partnership? What Does It Mean in the Robotaxi Race?

The robotaxi market could become one of the most important new segments of the next decade. Business Research already projects the market could grow at a compound annual growth rate of 57% and reach $33.5 billion by 2030. Uber Technologies, Inc. (NYSE:UBER) is one …

UBER main company GOOGL mentioned
Sharemaestro market context Trend signal started 52 weeks -7.2% · Next-week setup positive 56.3% UBER stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Tesla Stock Rises Despite 20,349-Vehicle Headlight Recall

This article first appeared on GuruFocus. Tesla (NASDAQ:TSLA), the electric-vehicle and energy heavyweight, rose about 1% Tuesday despite another regulatory headache landing on its doorstep. Tesla is recalling 20,349 U.S. vehicles after the National Highway Traffic Safety Administration found that low-beam headlights on certain …

TSLA main company
Sharemaestro market context Price below Trend Line 52 weeks +19.2% TSLA stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Intel Stock Slips as $20 Billion Offering Expands Dilution

This article first appeared on GuruFocus. Intel (NASDAQ:INTC), the semiconductor giant fighting to reclaim its manufacturing edge, slipped approximately 0.1% in Tuesday's regular-session trading after turning an already enormous capital raise into an even bigger one. Intel boosted its stock offering from $15 billion …

INTC main company
Sharemaestro market context Trend signal active 52 weeks +391.6% · Next-week setup positive 59.3% INTC stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Eli Lilly Scores Major Win in Weight-Loss Drug Race

This article first appeared on GuruFocus. Eli Lilly (NYSE:LLY) has secured U.K. approval for its once-daily weight-loss pill Foundayo, giving the drugmaker its first regulatory win for the treatment outside the U.S. and escalating its obesity battle with Novo Nordisk. The approval expands Lilly's …

LLY main company
Sharemaestro market context Trend signal active 52 weeks +96.6% LLY stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Archer Jumps 14% on Boeing Deal

This article first appeared on GuruFocus. Shares of Archer Aviation Inc. (ACHR, Financial), an electric air-taxi developer, rose almost 14% after the company said it would buy Boeings Wisk Aero and two other firms. Warning! GuruFocus has detected 4 Warning Sign with ACHR. Is …

BA mentioned
Sharemaestro market context Trend signal started 52 weeks +18.4% BA stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Alphabet Stock Drops 1.5% as DeepMind Turnover Deepens

This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOG), the parent of Google, YouTube and Google Cloud, fell approximately 1.5% in Tuesday's regular session as investors absorbed a shake-up at the heart of Google's AI empire. Demis Hassabis stepped down as Google DeepMind's chief executive …

GOOGL main company
Sharemaestro market context Trend signal active 52 weeks +99.6% · Next-week setup positive 55.4% GOOGL stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Micron Stock Slips Despite Mizuho's Massive $1,375 Target

This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) is riding one of the hottest memory cycles in years, but the stock slipped roughly 1.1% Tuesday even after Mizuho delivered another bullish call. According to Barron's, analyst Vijay Rakesh kept his Outperform rating and …

MU main company
Sharemaestro market context Trend signal active 52 weeks +874.6% · Next-week setup positive 62.6% MU stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Boeing signs agreements to support Poland’s Apache helicopter fleet

[AH-64 Apache of the Polish Armed Forces] Boeing (BA [https://seekingalpha.com/symbol/BA]) on Monday said it signed agreements with two Polish defense companies to establish maintenance and support capabilities for Poland’s planned fleet of 96 AH-64E Apache attack helicopters. The agreements with Wojskowe Zakłady Lotnicze Nr …

BA main company
Sharemaestro market context Trend signal started 52 weeks +18.4% BA stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Chasing NVIDIA? Western Digital May Be the Smarter AI Bet

With the rise of artificial intelligence (AI), NVIDIA Corporation NVDA has emerged as a prime beneficiary, with its shares soaring and helping the company surpass a $5-trillion market capitalization. The rally has been fueled by incessant demand for NVIDIA's advanced chips and CUDA software …

NVDA main company
Sharemaestro market context Trend signal active 52 weeks +49.5% · Next-week setup positive 56.1% NVDA stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Vistra (VST) Just Grew Ebitda 30%, So Why Did Profit Fall?

On August 7, Vistra (NYSE:VST) posted a quarter that reads like a puzzle. Ongoing Operations Adjusted EBITDA jumped more than 30% year-over-year to $1,767 million in the three months ended June 30, yet GAAP net income actually slipped to $305 million. The gap traces …

AMZN mentioned
Sharemaestro market context Trend signal active 52 weeks +35.8% · Next-week setup positive 56.0% AMZN stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Amazon.com, Inc. (AMZN) vs. Apple Inc. (AAPL): Hedge Funds Favor One over the Other

Amazon.com, Inc. (NASDAQ:AMZN) and Apple Inc. (NASDAQ:AAPL) both beat Wall Street's revenue estimates this week, but investors could not have reacted more differently. Amazon's stock surged as much as 15%, while Apple's fell more than 7%, on the very same earnings day. Why One …

AMZN main company AAPL mentioned
Sharemaestro market context Trend signal active 52 weeks +35.8% · Next-week setup positive 56.0% AMZN stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Qualcomm Missed Earnings Estimates But Says the Bottom Is Near. How to Play QCOM Stock Here.

A concept image of a green and yellow motherboard_ Image by Gorodenkoff via Shutterstock_ Qualcomm (QCOM) reported mixed third-quarter earnings on July 29, which promptly sent shares of the tech giant even lower. However, it appears the worst of the worst has been priced …

QCOM main company
Sharemaestro market context Trend signal active 52 weeks +24.3% · Next-week setup positive 59.1% QCOM stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Berkshire Stock Jumps 3.1% as $4.5 Billion Buyback Returns

This article first appeared on GuruFocus. Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B), the giant built across insurance, railroads, energy, manufacturing and retail, reported a 16% jump in second-quarter operating earnings, and the market liked what it saw. Class B shares surged as much as 3.1% Monday, …

BRKB main company
Sharemaestro market context Trend signal active 52 weeks +22.2% · Next-week setup positive 61.1% BRKB stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Archer Aviation: Ready for Takeoff?

Archer Aviation Company Overview Zacks Rank #2 (Buy) company Archer Aviation (ACHR) is a leading developer of advanced aviation technologies with a focus on electric vertical takeoff and landing (eVTOL). Midnight, its lead platform, is an eVTOL aircraft designed for air-taxi operations and related …

PLTR mentioned BA mentioned UAL mentioned
Sharemaestro market context Trend signal started 52 weeks +29.7% · Next-week setup positive 62.0% PLTR stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Microsoft Emerges as Mizuho's Top Software Pick on AI Growth

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) has emerged as Mizuho's preferred software stock through year-end, with analyst Jordan Klein seeing room for Azure growth to accelerate as the company brings more computing capacity online, according to a research note. Klein's case rests …

MSFT main company
Sharemaestro market context Trend signal active 52 weeks +15.2% MSFT stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Top OpenAI Executive Leaves as AI Musical Chairs Continues

Brad Lightcap announces his departure from OpenAI after eight years at the artificial-intelligence lab. Continue Reading

GOOGL mentioned
Sharemaestro market context Trend signal active 52 weeks +99.6% · Next-week setup positive 55.4% GOOGL stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Former Toyota chairman Hiroshi Okuda dies at 93

Investing.com -- Hiroshi Okuda, who led Toyota Motor Corp. as president and chairman during a period of global expansion in the late 1990s and early 2000s, died Tuesday, according to Japan's Kyodo News. He was 93. Okuda joined Toyota as the company was building …

TM main company
Sharemaestro market context Price below Trend Line 52 weeks +12.4% · Next-week setup positive 55.1% TM stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Amazon Makes Surprise Push Into Free Gaming

This article first appeared on GuruFocus. Amazon (NASDAQ:AMZN) is adding another cloud-gaming option to Fire TV as startup PHYND launches its free, ad-supported gaming service on the platform in beta. The move gives Fire TV users access to streamed games without consoles, downloads or …

AMZN main company
Sharemaestro market context Trend signal active 52 weeks +35.8% · Next-week setup positive 56.0% AMZN stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Can Robinhood's UK Crypto Push Boost Volume and Trading Revenues?

Shares of Robinhood Markets Inc. HOOD gained 1.32% after it announced expanding its cryptocurrency trading business in the United Kingdom. The company is set to roll out zero-fee crypto trading to eligible UK customers later this week, strengthening its international footprint while broadening its …

BNY mentioned WFC mentioned
Sharemaestro market context Trend signal active 52 weeks +49.0% · Next-week setup positive 63.3% BNY stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Does NVIDIA's $500B AI Push Open a New Opportunity for Financial ETFs?

Nvidia NVDA announced on Monday that it had entered into memorandums of understanding with Apollo Global Management APO, BlackRock BLK, Blackstone BX, Brookfield BAM, Goldman Sachs GS and KKR KKR to establish financing platforms aimed at supporting its customers, as quoted on CNBC. The …

GS mentioned
Sharemaestro market context Trend signal active 52 weeks +65.3% · Next-week setup positive 62.5% GS stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Apple Pay chief Jennifer Bailey to retire in October - report

Investing.com -- Apple Inc. will lose Jennifer Bailey, the executive who has led its Pay and Wallet services since 2014, when she retires in October after more than 20 years with the company, Bloomberg reported on Tuesday. Services chief Eddy Cue reportedly shared news …

AAPL main company
Sharemaestro market context Trend signal active 52 weeks +58.7% · Next-week setup positive 59.6% AAPL stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Citi Taps New Healthcare Banking Leadership as Dealmaking Heats Up

The leadership changes target subsectors including biotechnology, medical technology, biopharmaceuticals, and acute care. Continue Reading

C mentioned
Sharemaestro market context Trend signal active 52 weeks +72.6% · Next-week setup positive 57.8% C stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Elon Musk Says Starlink Will Be in Every Car, Calls It the ‘Only Way’ To Connect Billions of Vehicles

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Space Exploration Technologies Corp. and Tesla Inc. CEO Elon Musk says all cars will eventually feature Starlink connectivity, arguing satellite internet could provide high-bandwidth connectivity to billions …

TSLA mentioned
Sharemaestro market context Price below Trend Line 52 weeks +19.2% TSLA stored weekly price path from 22 Aug 2025 to 14 Aug 2026

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