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Microsoft Rethinks Its Nvidia Reliance

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is preparing its biggest push yet to turn homegrown AI silicon into a meaningful alternative to Nvidia, with the software giant reportedly planning to unveil its Maia 300 accelerator as early as September. Microsoft is also …

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

Pivotal Manufacturing Partners and Meadow Partners Acquire Advanced Manufacturing Facility in Greater Phoenix

Facility is Operated by an Affiliate of Corning Incorporated NEW YORK & PHOENIX, August 10, 2026--(BUSINESS WIRE)--Pivotal Manufacturing Partners ("Pivotal"), a real estate investment platform purpose-built to acquire and develop advanced manufacturing assets, and Meadow Partners ("Meadow"), an institutional middle-market real estate investment manager, …

GLW mentioned
Sharemaestro market context Trend signal active 52 weeks +204.4% · Next-week setup positive 57.3% GLW stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Apple may scrap its all-glass iPhone. Wall Street hasn’t been this alarmed since Steve Jobs’ death

Apple is facing cascading challenges. Its growth is slowing, surging memory prices threaten to erode its margins, and more financial institutions are souring on the company. The latest hit came on Monday, as investment firm Jefferies downgraded Apple's stock from "hold" to "underperform"—the equivalent …

AAPL main company
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

What Advanced Micro Devices (AMD)'s New Instinct Coder AI Stack and Data Center Push Means For Shareholders

In early August 2026, Advanced Micro Devices reported second-quarter 2026 results showing higher sales and net income versus a year earlier, while also issuing revenue guidance for the third quarter and unveiling AMD Instinct Coder, a turnkey enterprise AI inference solution built with Spectro …

AMD main company
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

Chevron (CVX) Lands 20 Year AI Data Center Power Deal

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Chevron (NYSE:CVX) has agreed a 20 year Project Kilby partnership with Microsoft to supply natural gas fired power for AI data centers. The deal positions …

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

S&P 500 Companies' Quarterly Earnings Growth Eases Amid Healthcare Drop, Oppenheimer Says

S&P 500 companies' quarterly earnings growth rate eased from a week ago amid a drop in the healthcar 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. …

CSCO mentioned AMAT 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

Sony (SONY), TSMC (TSM) Bet $6.3B On Next-Gen Sensors

On August 10, Reuters reported that Sony Group (NYSE:SONY) and Taiwan Semiconductor Manufacturing (NYSE:TSM) plan to spend around $6.3 billion on a joint venture to build next-generation microchips for image sensors. It pairs Sony's sensor design expertise with TSMC's manufacturing scale, and it lands …

TSM main company SONY main company
Sharemaestro market context Trend signal active 52 weeks +110.1% · Next-week setup positive 55.9% TSM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Update: Equities Fall, Oil Rises Intraday Amid Hormuz Reopening Uncertainty

Stocks_Chart market equity trading wall street -Shutterstock (Updates with latest market prices and developments.)US stocks fell and oil prices advanced intraday as the Strait of Hormuz's reopening appeared uncertain.The Nasdaq Composite was down 0.3% at 26,616.2 after midday Monday, while the Dow Jones Industrial …

CSCO mentioned AMAT 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

Apple, Sionna, AbCellera, Sandisk, SpaceX, Berkshire, and More Stocks That Explain Today’s Market

Apple fell 2% to $306.56. Jefferies downgraded shares to Underperform from Hold and slashed the price target to $263.66 from $285.56. Shares of Elon Musk’s rocket and artificial-intelligence company snapped a four-week losing run on Friday with a 16% surge following the end of …

AAPL main company INTC 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

Sector Update: Consumer Stocks Softer Monday Afternoon

Consumer stocks were lower Monday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) decreasing 0.3% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) shedding 0.5%.In corporate news, GameStop (GME) Chief Executive Ryan Cohen is Silver Upgrade to …

TSM mentioned SONY mentioned
Sharemaestro market context Trend signal active 52 weeks +110.1% · Next-week setup positive 55.9% TSM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Stocks making the biggest moves midday: NetApp, Intel, Apple, Doximity, Verisk Analytics & more

Check out some of the companies making the biggest moves midday: MarineMax — The boat and yacht retailer soared 46% after agreeing to be sold to Blackstone Infrastructure's Safe Harbor Marinas for $53 a share in cash, or $1.5 billion. The deal's expected to …

GLW mentioned
Sharemaestro market context Trend signal active 52 weeks +204.4% · Next-week setup positive 57.3% GLW stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Dan Niles sees Intel foundry win as imminent amid $15B stock offering

Investing.com -- Intel (NASDAQ: INTC) launched a $15 billion underwritten public offering of common stock on Monday, sending shares down roughly 2% intraday while one prominent investor called the move a bullish signal that the chipmaker is on the verge of landing a major …

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

Sector Update: Tech Stocks Decline Monday Afternoon

Tech stocks were lower Monday afternoon, with the State Street Technology Select Sector SPDR ETF (XL 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 …

INTC 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

Update: Market Chatter: Microsoft Plans to Ramp Up Homegrown AI Chip Production Next Year

(Update with Microsoft's response to a request for comment.) Microsoft (MSFT) intends to greatly 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 a …

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

Stocks Mixed as Higher Crude Prices Boost T-Note Yields

The S&P 500 Index ($SPX) (SPY) today is up +0.05%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.02%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.15%. September E-mini S&P futures (ESU26) are up +0.03%, and September E-mini Nasdaq futures (NQU26) …

PLTR mentioned
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

AD Q2 Earnings Beat Estimates on Strong Site Rental Growth

Array Digital Infrastructure, Inc. AD delivered second-quarter 2026 results above the Zacks Consensus Estimate, with earnings of 64 cents per share topping the 62-cent estimate by 3.2%. Revenues of $54 million also beat the $52 million estimate by 3.8%. Company-reported earnings per share from …

AMAT mentioned ADI mentioned
Sharemaestro market context Trend signal active 52 weeks +242.4% · Next-week setup positive 61.2% AMAT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Can Joby's Texas Air Taxi Flights Unlock Its Next Commercial Phase?

Joby Aviation, Inc. JOBY expects to begin eVTOL Integration Pilot Program, or eIPP, flights in Texas in September 2026. The event could become an important test of operational readiness as the company works toward carrying its first passengers this year. Joby Aviation, Inc. Revenue …

UBER mentioned
Sharemaestro market context Price above Trend Line 52 weeks -1.3% · Next-week setup positive 55.4% UBER stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Is JOBY Worth Buying as Commercial Progress Meets Execution Risk?

Joby Aviation, Inc. JOBY is moving closer to commercial air-taxi operations, but the investment case still depends on execution. Certification, production and an emerging revenue base are improving, while losses and cash needs remain substantial. The trade-off is especially important at a demanding valuation. …

UBER mentioned
Sharemaestro market context Price above Trend Line 52 weeks -1.3% · Next-week setup positive 55.4% UBER stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Stock Market Today: Dow Dips, Apple Skids On iPhone Fear; This AI Play Clears Entry (Live Coverage)

Stock Market Today: The Dow Jones index was firm Monday as oil prices climb amid a lack of progress in U.S.-Iran talks. SpaceX stock skids. Continue Reading

AAPL main company CSCO mentioned CRM 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

TDS Q2 Earnings Beat Estimates on Spectrum Gains, Fiber Growth

Telephone and Data Systems, Inc. TDS reported second-quarter 2026 earnings of $2.24 per share, up from a loss of $0.05 cents in the year-ago quarter, while total operating revenues rose 3.6% year over year to $309.3 million. Earnings topped the Zacks Consensus Estimate, delivering …

AMAT mentioned ADI mentioned
Sharemaestro market context Trend signal active 52 weeks +242.4% · Next-week setup positive 61.2% AMAT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Intel Plans $15 Billion Stock Offering as AI Demand Requires Higher Capital Spending

intel -Shutterstock Intel (INTC) plans to raise $15 billion from a common stock offering to support capital expenditures as demand for artificial intelligence computing remains strong.The company said Monday that it expects to grant underwriters an option to purchase up to an additional $2.25 …

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

Intel trades lower on $15B share sale

Intel Corp (NASDAQ:INTC, XETRA:INL) shares fell about 3% Monday after the company announced a $15 billion underwritten public offering of common stock, with proceeds intended for general corporate purposes including capital expenditures and working capital. Intel said the offering is intended to support its …

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

3 Reasons Why Growth Investors Shouldn't Overlook Palantir Technologies (PLTR)

Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task. In addition to …

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 Bulls Remain High on Palantir As It Passes $170

Quick Read Palantir's Q2 revenue surged 93%, adjusted operating margin expanded to 62%, and the Rule of 40 hit 155%, reframing what the business actually is. PLTR carries a trailing P/E of 147 and a price-to-sales ratio of 67, with 70 insider transactions skewed …

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

Should You Bet on UBER Stock Following Its Q2 Earnings Beat?

Last week, Uber Technologies UBER reported strong second-quarter 2026 results with respect to the bottom line. Quarterly revenues, however, fell short of expectations. While the third-quarter outlook for gross bookings was impressive, the projection for earnings per share was below par. Given this backdrop, …

UBER main company
Sharemaestro market context Price above Trend Line 52 weeks -1.3% · Next-week setup positive 55.4% UBER stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Nvidia Stock Slips as Its AI Investments Draw Fresh Scrutiny

Nvidia reportedly agreed to invest up to $3 billion in Lancium, adding to a growing list of investments as some analysts argue the chip maker should spend more on buybacks. Continue Reading

GLW mentioned
Sharemaestro market context Trend signal active 52 weeks +204.4% · Next-week setup positive 57.3% GLW stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Microsoft to Boost AI Chip Production, Information Says

Microsoft is planning to "significantly" increase production of its next-generation AI chips, the Information reported. Bloomberg's Anurag Rana joins Bloomberg Intelligence to discuss this as well as how Apple is considering an overhaul to its smartwatch lineup in light of the industry's transition to …

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

Broadcom Boosts VCF Security: Can it Fend Off Nutanix and IBM?

Broadcom AVGO has expanded the security capabilities of VMware Cloud Foundation ("VCF") with new enhancements to VMware vDefend and VMware Avi Load Balancer. The upgrades are designed to strengthen multi-layer cyber defense for private clouds while improving infrastructure efficiency and simplifying security operations through …

IBM mentioned
Sharemaestro market context Price below Trend Line 52 weeks +20.5% · Next-week setup positive 55.2% IBM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Hot-Flash Drug Trial Result Sends AbCellera Up as Much as 41%

(Bloomberg) -- Biotech company AbCellera Biologics Inc. jumped as much as 41%, giving it a market value of almost $3 billion, after it said a potential remedy for hot flashes was effective in a mid-stage trial. Most Read from Bloomberg China Unleashes $28 Trillion …

PLTR mentioned
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

Microsoft (MSFT) Becomes A Key Name In Sovereign AI And Healthcare Twins

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Microsoft (NasdaqGS:MSFT) is emerging as a central provider of sovereign AI infrastructure as governments and industries seek secure, localized data and AI solutions. …

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

TSMC Stock Holds Flat Despite 44.7% July Sales Surge

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM), the world's largest contract-chip manufacturer, reported another monster month in July, with revenue surging 44.7% year over year to approximately NT$467.58 billion. Sales also climbed 5.6% from June's NT$442.68 billion, adding roughly NT$24.90 billion …

TSM mentioned
Sharemaestro market context Trend signal active 52 weeks +110.1% · Next-week setup positive 55.9% TSM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Following IonQ and D-Wave Earnings, Don’t Count Out These Smaller Quantum Stocks

Earnings reports from Horizon Quantum and Xanadu Quantum Technologies show the companies have a chance to compete with bigger names—if they can secure capital. Continue Reading

IBM mentioned
Sharemaestro market context Price below Trend Line 52 weeks +20.5% · Next-week setup positive 55.2% IBM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Why Micron is Decisively Better Positioned Than Intel Now

Quick Read Micron (MU) posted 346% revenue growth and 84.6% gross margins while Intel (INTC) absorbed an $11 billion net loss driven by foundry losses. Sanjay Mehrotra locked in 16 Strategic Customer Agreements worth ~$100 billion in minimum revenue, with floor-price margins exceeding any …

MU main company INTC 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

Apple Stock Falls on Downgrade -- Jefferies Warns of Major iPhone Setback

This article first appeared on GuruFocus. Apple (NASDAQ:AAPL) shares slipped about 2% on Monday after Jefferies lowered its rating on the stock, citing concerns about a reported cancellation of a planned all-glass iPhone and the challenges of lifting premium pricing, according to a Monday …

AAPL main company
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

Intel Stock Drops 4.5% as $15 Billion Share Sale Hits

This article first appeared on GuruFocus. Intel (NASDAQ:INTC), the chip giant betting billions on a manufacturing comeback, launched a massive $15 billion stock offering Monday, and investors immediately hit the brakes. Shares dropped roughly 4.5% during the regular session. Underwriters can buy another $2.25 …

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

Apple Stock Falls 2.2% as Jefferies Turns Bearish

This article first appeared on GuruFocus. Apple (NASDAQ:AAPL), the consumer-tech powerhouse behind the iPhone and Mac, fell approximately 2.2% in Monday's regular session after Jefferies delivered a fresh reality check. Analyst Edison Lee downgraded the stock from Hold and chopped his price target to …

AAPL main company
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

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