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Jamie Dimon Just Issued a Warning About AI Stocks. History Says the Smartest Investors Are Making This 1 Move.

Jamie Dimon, CEO of JPMorgan Chase, is one of the most respected voices in American business. When he raises concerns about the stock market, it's worth paying attention. In a recent interview with Wilfred Frost on the Master Investor Podcast, Dimon said that the …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +47.8% · Next-week setup positive 56.3% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Does Palantir’s Agentic Moat Finally Justify Its Premium Valuation Multiple?

Quick Read Palantir's ontological moat and AIP bootcamp strategy make it an early leader in high-margin agentic AI software adoption. At 150x trailing P/E, Palantir's valuation looks stretched, and Dr. Michael Burry warns frontier AI labs could disrupt its edge. It sounds nuts, but …

PLTR main company
Sharemaestro market context Price above Trend Line 52 weeks +14.4% · Next-week setup positive 60.3% PLTR stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Why Intel (INTC) Stock Is Down Today

What Happened? Shares of computer processor maker Intel (NASDAQ:INTC) fell 3.7% in the morning session after the company announced a plan to issue $15 billion in common stock. This move is expected to increase the total number of shares available, which can dilute the …

INTC main company
Sharemaestro market context Trend signal active 52 weeks +411.9% · Next-week setup positive 59.2% INTC stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Nebius Jumps 20% Days After Michael Burry Said His AI Shorts Were Like ‘Shooting Fish in a Barrel’

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Nebius Group N.V.(NASDAQ:NBIS) shares jumped over 20% Wednesday, days after Michael Burry disclosed a short position, as the AI infrastructure company said the expected payback period on …

ORCL mentioned
Sharemaestro market context Price below Trend Line 52 weeks -27.8% ORCL stored weekly price path from 15 Aug 2025 to 7 Aug 2026

European Equities Traded in the US as American Depositary Receipts Edge Lower in Wednesday Trading

European equities traded in the US as American depositary receipts were edging lower late Wednesday PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have …

SAP mentioned ERIC mentioned
Sharemaestro market context Price above Trend Line 52 weeks -10.6% · Next-week setup positive 58.3% SAP stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Cerebras Systems (CBRS) Is Uniquely Positioned to Own the Fast Inference Market

Baron Capital, an investment management company, released its Q2 2026 investor letter for the "Baron Opportunity Fund". A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +47.8% · Next-week setup positive 56.3% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

3 Stocks to Buy After Post-Earnings Crashes

Stocks are often volatile around earnings, and even the slightest misstep can sometimes lead to big sell-offs. For long-term investors, though, these dips can be great buying opportunities, as the reasons behind them often have very little impact on a company's future prospects. Sandisk …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +47.8% · Next-week setup positive 56.3% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

SK Hynix and SanDisk Climb 8%, Western Digital Gains 4% as Memory Shortage Deepens

Quick Read SK Hynix (SKHY) and SanDisk (SNDK) each surged 8% Wednesday after Temasek announced direct investments and Micron's CBO warned 2027 supply will be even tighter. Micron (MU) jumped 6% and the Roundhill Memory ETF (DRAM) rose 8%, yet both trade below 21x …

MU mentioned INTC mentioned
Sharemaestro market context Trend signal active 52 weeks +745.8% · Next-week setup positive 63.3% MU stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Nvidia's $70 billion bet on OpenAI, Anthropic, and others could pay off big for shareholders

Arguably, no one has more at stake than Nvidia (NVDA) in the AI boom. Next-gen companies such as Elon Musk's SpaceX (SPCX) are clamoring for Nvidia's high-powered computing chips, which are at the heart of the investment thesis on the company. But investors should …

NVDA main company
Sharemaestro market context Trend signal active 52 weeks +47.8% · Next-week setup positive 56.3% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Oracle vs SMCI: Two AI Buildout Bets, One Big Catch

Quick Read Oracle's $638B backlog and Supermicro's doubled gross margin signal AI strength, but both companies burned billions in cash during FY2026. Oracle's chip-neutral multicloud strategy embeds datacenters inside AWS, Google, and Microsoft, while Supermicro's export-control review remains its biggest overhang. Oracle's 36% operating …

ORCL main company
Sharemaestro market context Price below Trend Line 52 weeks -27.8% ORCL stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Microsoft Corporation (MSFT) vs. Meta Platforms, Inc. (META): Two Different Bets Behind Big Tech’s $1 Trillion Lease Bill

On August 4, Reuters reported that Microsoft Corporation (NASDAQ:MSFT), Meta Platforms, Inc. (NASDAQ:META), Oracle, Amazon, and Alphabet have together committed roughly $1.09 trillion in future lease payments for facilities that haven't even opened yet, mostly AI data centers. Microsoft's own pipeline is the largest …

MSFT main company ORCL mentioned
Sharemaestro market context Trend signal started 52 weeks +15.4% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Why Intel’s $20 Billion Stock Offering Is Actually a Great Sign for the Company

Shares of Intel have been under pressure this week since the chip maker announced a $20 billion stock offering. UBS analyst Timothy Arcuri wrote Wednesday that Intel’s $20 billion stock offering will “remove an overhang” for the stock as it will allow the chip …

INTC main company AAPL mentioned
Sharemaestro market context Trend signal active 52 weeks +411.9% · Next-week setup positive 59.2% INTC stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Fortinet Lifts 2026 Guidance on Firewall, SASE Demand: Buy the Stock?

Fortinet, Inc. FTNT has given investors fresh reason to pay attention after raising its full-year 2026 guidance on the back of accelerating firewall refresh cycles and surging SASE adoption. The upgraded outlook, delivered alongside second-quarter results, points to durable, broad-based demand across the company's …

CSCO mentioned
Sharemaestro market context Trend signal active 52 weeks +111.7% · Next-week setup positive 58.0% CSCO stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Super Micro Computer Q4 Earnings Beat Estimates, Revenues Rise Y/Y

Super Micro Computer, Inc. SMCI reported fourth-quarter fiscal 2026 non-GAAP earnings of $1.70 per share, beating the Zacks Consensus Estimate of 68 cents. The bottom line increased 315% year over year. SMCI generated net sales of $11.12 billion, which increased 93% year over year …

AMD main company AMAT mentioned ADI mentioned
Sharemaestro market context Trend signal active 52 weeks +220.9% · Next-week setup positive 55.6% AMD stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Amazon Just Exploded 13% on Its AWS Quarter. This Fund Pays You Every Friday to Own It

Quick Read AMZN surged 13% after AWS posted 37% revenue growth, and AMZW matched that gain while delivering weekly distributions at roughly a 40% annualized rate. Unlike typical covered-call ETFs that sacrifice upside during big rallies, AMZW's swap structure tracked AMZN's full move while …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +47.8% · Next-week setup positive 56.3% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

This HVAC Stock Has Outperformed Nvidia Over the Past 5 Years. Yes, Really

Nvidia has become so popular as a stock that it has gone from a hot pick to the world's largest company by market capitalization. So, it's somewhat of a surprise that another stock, which many investors may not be familiar with yet, has easily …

NVDA main company
Sharemaestro market context Trend signal active 52 weeks +47.8% · Next-week setup positive 56.3% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

ArcelorMittal (MT) vs. Microsoft Corporation (MSFT): A Steel Giant Bets Its Future on Azure

On August 3, 2026, Reuters reported that Steelmaker ArcelorMittal S.A. (NYSE:MT) is expanding its partnership with Microsoft Corporation (NASDAQ:MSFT). It is adding Microsoft Fabric, Purview, and Foundry to its Azure-based "Cloud First, Data Centric" strategy, aiming to modernize its IT systems and embed AI …

MSFT mentioned
Sharemaestro market context Trend signal started 52 weeks +15.4% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Nebius Stock Soars 20% As Revenue, EBITDA Beat Estimates

Nebius stock rose after the cloud computing specialist reported a smaller-than-expected Q2 loss while revenue topped expectations. Continue Reading

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +47.8% · Next-week setup positive 56.3% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Micron Technology’s (MU) Competitive Edge in a Rapidly Evolving Industry

aron Capital, an investment management company, released its Q2 2026 investor letter for the "Baron Opportunity Fund". A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 …

MU main company
Sharemaestro market context Trend signal active 52 weeks +745.8% · Next-week setup positive 63.3% MU stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Elon Musk Says AI Will Be SpaceX's Biggest Business by September: Does the Math Check Out?

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. SpaceX(NASDAQ:SPCX) CEO Elon Musk says artificial intelligence will overtake everything else the company sells as soon as next month. In an all-hands meeting, Musk said AI revenue …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +47.8% · Next-week setup positive 56.3% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Intel Did Much Worse Than Super Micro Computer But Both Got Punished

Quick Read Intel (INTC) posted its strongest revenue growth in 15 years and Supermicro (SMCI) nearly doubled revenue, yet both stocks fell hard after earnings. Intel diluted existing shareholders by roughly one-fifth through a $15 billion stock offering, while Supermicro kept common equity dilution …

INTC main company
Sharemaestro market context Trend signal active 52 weeks +411.9% · Next-week setup positive 59.2% INTC stored weekly price path from 15 Aug 2025 to 7 Aug 2026

1 Vanguard ETF That Outperforms the S&P 500 and Still Has Room to Run

Key Points The "Magnificent Seven" stocks account for over 53% of this Vanguard ETF. This has helped the ETF outperform the S&P 500 in 13 of the past 20 years. Sluggish performance among its top 10 holdings has slowed returns this year.10 stocks we …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +47.8% · Next-week setup positive 56.3% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Earnings Results in Focus

The Department of Labor reported that the headline consumer price index (CPI) rose 0.1% in July, in contrast to a decline of 0.4% in June. However, the headline CPI print was in line with the Zacks Consensus Estimate. On the other hand, the headline …

CSCO mentioned
Sharemaestro market context Trend signal active 52 weeks +111.7% · Next-week setup positive 58.0% CSCO stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Quantinuum Stock Heads for Record Following First Earnings Report Since IPO

Quantinuum topped analysts’ estimates in its first quarterly report as a public company, but the real story may not be in the numbers. As an early-stage company, Quantinuum’s revenue is heavily tied to individual contracts and milestone deliveries. The company “delivered a strong first …

ORCL mentioned
Sharemaestro market context Price below Trend Line 52 weeks -27.8% ORCL stored weekly price path from 15 Aug 2025 to 7 Aug 2026

MYR Group and Turtle Beach have been highlighted as Zacks Bull and Bear of the Day

For Immediate Release Chicago, IL – August 12, 2026 – Zacks Equity Research shares MYR Group Inc. MYRG as the Bull of the Day and Turtle Beach Corp. TBCH as the Bear of the Day. In addition, Zacks Equity Research provides analysis on Intel …

NVDA mentioned AMD mentioned INTC mentioned
Sharemaestro market context Trend signal active 52 weeks +47.8% · Next-week setup positive 56.3% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Samsung held top market share spot for NAND during Q2; SK Hynix ranked second: Counterpoint

[Sunrise in spring at Micron Technology] knowlesgallery/iStock Editorial via Getty Images Samsung (SSNLF [https://seekingalpha.com/symbol/SSNLF]) maintained its top spot in the global NAND market during the second quarter of 2026, accounting for 25% of all shipments, according to Counterpoint Research's Memory and Storage Tracker. The …

MU mentioned
Sharemaestro market context Trend signal active 52 weeks +745.8% · Next-week setup positive 63.3% MU stored weekly price path from 15 Aug 2025 to 7 Aug 2026

AI infrastructure stocks surge after strong earnings from CoreWeave, Supermicro

What happened: AI infrastructure stocks jumped on Wednesday after blowout results from AI server hardware maker Supermicro (SMCI) and neocloud providers CoreWeave (CRWV) and Nebius Group (NBIS ). AI hosting peers Applied Digital (APLD) and IREN (IREN) moved higher. Other areas of the AI …

MU mentioned
Sharemaestro market context Trend signal active 52 weeks +745.8% · Next-week setup positive 63.3% MU stored weekly price path from 15 Aug 2025 to 7 Aug 2026

The Zacks Analyst Blog Highlights Dell Technologies, Super Micro Computer, Hewlett Packard and HP

For Immediate Release Chicago, IL – August 12, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in …

HPQ mentioned
Sharemaestro market context Trend signal active 52 weeks +33.7% · Next-week setup positive 58.0% HPQ stored weekly price path from 15 Aug 2025 to 7 Aug 2026

U.S. Stock Futures Rise After In-Line Key Inflation Data

The Department of Labor reported that the headline consumer price index (CPI) rose 0.1% in July, in contrast to a decline of 0.4% in June. However, the headline CPI print was in line with the Zacks Consensus Estimate. On the other hand, the headline …

CSCO mentioned
Sharemaestro market context Trend signal active 52 weeks +111.7% · Next-week setup positive 58.0% CSCO stored weekly price path from 15 Aug 2025 to 7 Aug 2026

OpenAI vs. Anthropic: Which AI giant is the better IPO bet?

Yahoo Finance Tech Editor Dan Howley, Breaking News Reporter Jake Conley, and Julie Hyman join on Morning Brief to break down the looming IPO race between OpenAI (OPAI.PVT) and Anthropic (ANTH.PVT) IPOs. Video Transcript 00:00 Speaker A Anthropic, uh, you know, they they have …

AAPL mentioned
Sharemaestro market context Trend signal active 52 weeks +62.6% · Next-week setup positive 61.3% AAPL stored weekly price path from 15 Aug 2025 to 7 Aug 2026

The Zacks Analyst Blog Highlights Quantinuum, IonQ, NVIDIA, IBM, QTUM, ARQQ, WQTM and CHPX

For Immediate Release Chicago, IL – August 12, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in …

NVDA mentioned IBM mentioned
Sharemaestro market context Trend signal active 52 weeks +47.8% · Next-week setup positive 56.3% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Alacriti Ranked in Top 150 Financial Services Companies on the Inc. 5000 List

Alacriti Fueled by Customer Success and Innovation, Alacriti Earns a Spot on Inc.'s List Of Fastest-Growing Private Companies BRIDGEWATER, N.J., Aug. 12, 2026 (GLOBE NEWSWIRE) -- Alacriti, a leading provider of cloud-based payment technology and money movement solutions, announced its rank in the top …

ORCL mentioned MSFT mentioned
Sharemaestro market context Price below Trend Line 52 weeks -27.8% ORCL stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Supermicro Soars On Report. Why Nvidia Is Also Rallying.

Super Micro Computer's upbeat second-quarter earnings report provided a positive read-through for partner Nvidia. Continue Reading

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +47.8% · Next-week setup positive 56.3% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

CoreWeave & Super Micro earnings are quieting AI concerns. What does this mean for Nvidia?

CoreWeave (CRWV) and Super Micro Computer (SMCI) stocks are both surging after the companies reported quarterly earnings. Westwood's chief investment officer of alternative and multi-asset investments Adrian Helfert and Yahoo Finance Senior Reporter Brooke DiPalma discuss what the results suggest about overall AI demand. …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +47.8% · Next-week setup positive 56.3% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

The Zacks Analyst Blog Highlights NVIDIA and Western Digital

For Immediate Release Chicago, IL – August 12, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in …

NVDA main company
Sharemaestro market context Trend signal active 52 weeks +47.8% · Next-week setup positive 56.3% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

CoreWeave, Nebius soar as AI spending powers growth

CoreWeave (CRWV) and Nebius (NBIS) shares skyrocket following earnings, as revenue surges to "stupid" levels and demand for AI infrastructure continues to soar. Both companies are benefiting from an AI spending boom that is accelerating faster than Wall Street expected. Video Transcript 00:00 Julie …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +47.8% · Next-week setup positive 56.3% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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