Sharemaestro Newsreel

Micron's Stock Price Has Corrected 30% From Its All-Time High. Is It Time to Buy?

Key Points A 30% correction doesn't automatically make Micron a bargain. Investors have become more cautious about how long Micron's strong profits can last. As long as demand for AI infrastructure and advanced memory continues to grow, Micron could continue increasing its revenue and …

Geron (GERN) Is Up 14.7% After Issuing First RYTELO Revenue Guide And Narrowing Losses - Has The Bull Case Changed?

In the second quarter of 2026, Geron Corporation reported revenue of US$57.48 million versus US$49.04 million a year earlier, a net loss of US$16.68 million, first-half revenue of US$109.32 million, and a reduced first-half net loss of US$20.32 million, while also filing a US$6.03 …

Intel Foundry Lands a Major New Client Worth Watching

Key Points Intel will manufacture Fortinet's next-generation Security Processor 6. The deal could help Intel challenge TSMC's dominance, particularly with security chips. Intel's high valuation may not make this deal actionable to shareholders, at least for now. These 10 stocks could mint the next …

Is the Worst Finally Over for Palantir Stock?

Key Points The company delivered outstanding growth and raised guidance again. Explosive commercial AI adoption, accelerating revenue growth, and improving profitability suggest Palantir's long-term investment thesis remains intact. Palantir's Q2 results may have marked a turning point in investor sentiment.10 stocks we like better …

Palantir Is Worth $413 Billion. The $500 Billion Line Sits Almost Exactly at Its Record High.

Key Points At Palantir's current share count of about 2.4 billion, a $500 billion valuation implies a stock price of about $208. The stock's record high of $207.52, set in early November, sits less than 1% below that level. Second-quarter revenue rose 93% year …

Forget SMH. The Chip Fund That Owns Less Nvidia Is Beating It by 20 Points

Quick Read SOXX's evenly capped weighting crushed SMH by 20 points in 2026, proving fund structure matters more than stock selection in a broadening chip market. SOXQ delivers the same semiconductor sector exposure at 0.10%, roughly a third of SMH's fee, and returned 72% …

Why the Market Continues to Sleep on Micron's Growth Potential

Key Points Micron's memory business is highly cyclical. Longer-term agreements could mitigate the effects of a downcycle.10 stocks we like better than Micron Technology › The behavior of Micron(NASDAQ: MU) stock has shown extreme volatility, particularly over the last year. The stock made gains …

¿Por Qué Corning (GLW) Podría Estar Un 23% Infravalorada Tras Sus Resultados Y Previsiones?

Doximity (DOCS) Is Up 31.0% After Raising Revenue Outlook On Clinical AI Adoption - Has The Bull Case Changed?

Doximity, Inc. recently reported fiscal first-quarter 2027 results, with revenue rising to US$156.62 million from US$145.91 million a year earlier, while net income and earnings per share declined year on year. Management emphasized rapid uptake and monetization of its clinical AI tools, updating guidance …

First Solar (FSLR) After Tariffs And Guidance, Buying Opportunity Or Fairly Valued?

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Tariffs, earnings and guidance put First Solar stock in focus First Solar (FSLR) has moved into the spotlight after the U.S. administration approved a …

Microsoft Shows the "Magnificent Seven" What AI Investment Looks Like

In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: Meta and Microsoft’s earnings reports.The best “Magnificent Seven” stock to buy now.Hidden Gems earning highlights.Maibag: Buy single stocks or bet on several companies in …

Cisco Is Deploying AI Agents to All 90,000 Employees. Here’s What the Economics Look Like.

Cisco is not running a pilot program. Starting at the end of July 2026, the company is deploying a personalized AI agent to every single one of its 90,000 employees. This is a structural overhaul of how a Fortune 500 company operates, moving beyond …

First Solar (FSLR) Is Up 18.5% After Cad-Tel Edge Widens Under New U.S. Solar Tariffs

In late July 2026, First Solar reported second-quarter 2026 results showing sales of US$1,056.19 million and net income of US$422.57 million, while also reaffirming full-year guidance for US$4.9 billion to US$5.2 billion in net sales and 17.0 GW to 18.2 GW of volume sold. …

Motorola Solutions Q2 Earnings Call Highlights

Key Points Interested in Motorola Solutions, Inc.? Here are five stocks we like better. Motorola Solutions reported a record second quarter, with revenue up 13%, non-GAAP EPS rising 24% to $4.41, and non-GAAP operating margin expanding to 32.9%. Growth was broad-based across Products and …

Tenable (TENB) Widens Its AI Security Net Just As Profits Turn A Corner

On August 4, Tenable Holdings (NASDAQ:TENB) announced that it now covers every major AI platform and developer tool through its Tenable One platform, adding Google Gemini to a list that already included Anthropic Claude, OpenAI's ChatGPT Enterprise, and Microsoft Copilot. It is a bet …

LegalZoom (LZ) Integrates Microsoft Copilot Amid Growth Shifts

LegalZoom.com (NASDAQ:LZ) had one of the roughest weeks in its history, and it happened almost right on top of a product launch. On August 4, the company announced a new agent integrated into Microsoft 365 Copilot, putting business formation, compliance filings, and attorney consultations …

First Solar (FSLR) Backed New 15% US Polysilicon Tariffs

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. First Solar (NasdaqGS:FSLR) has publicly backed a new U.S. policy that sets 15% tariffs and minimum import prices on polysilicon imports. The policy targets …

Palantir vs. ServiceNow: Which Is the Better Long-Term AI Stock?

Palantir (NASDAQ: PLTR) and ServiceNow (NYSE: NOW) are competing to become essential operating layers for the modern enterprise. One controls complex data and strategic decisions, while the other coordinates everyday workflows. Their battle could determine who captures the most durable advantage as AI moves …

Nvidia, Micron or Broadcom: What Would Raymond Dalio Do?

Quick Read NVIDIA trades at a forward P/E of 23 and PEG of 0.55, making it cheaper on growth than Broadcom's lofty P/E of 69. Analysts set a $303 consensus target on NVDA, implying 38% upside, with 58 of 61 rating it Buy or …

Massive News: Palantir's Newest Partnership Could Strengthen Its AI Moat

Palantir (NASDAQ: PLTR) is pairing its mission-critical software with advanced AI hardware from Nvidia (NASDAQ: NVDA) to create a secure operating system for governments and enterprises. This deep dive examines whether sovereign AI could strengthen Palantir's moat enough to support its premium valuation. Stock …

Análisis y previsión de acciones de Salesforce Inc (CRM)

16 out of 16 technology stocks deliver EPS wins this week: Earnings Scorecard

The technology sector was in focus this week after investors assessed earnings reports from companies including Palantir Technologies (PLTR [https://seekingalpha.com/symbol/PLTR]) and Advanced Micro Devices (AMD [https://seekingalpha.com/symbol/AMD]). The technology sector (XLK [https://seekingalpha.com/symbol/XLK]) gained over 30% so far this year, compared to the nearly 13% rise …

AI is Hollowing Out Tech Sector Jobs: Oracle and Microsoft Help Push Layoff Rate to 20-Year High

Quick Read Tech's layoff rate hit 2.3% in June, surpassing peaks from the 2008 financial crisis and 2001 recession, as 63,000 workers were cut. Oracle cut 21,000 jobs, representing 13% of its workforce, explicitly citing AI deployment, while Cisco and Intuit redirected labor savings …

Wall Street Can't Agree on Palantir. Here's What Investors Should Do Next

A Palantir office building in Tokyo_ Image by Hiroshi-Mori-Stock via Shutterstock_ Palantir Technologies (PLTR) is a leading American software company specializing in big data analytics and artificial intelligence platforms. Founded in 2003 and headquartered in Miami, Florida, Palantir develops powerful data integration systems like …

Noticias de acciones de Analog Devices Inc (ADI)

AMD Tops Q2 Estimates, but Investors Still Hit the Sell Button. What's Next for AMD Stock.

Wall Street has developed an expensive habit when it comes to artificial intelligence (AI) stocks. Every quarter has to be bigger than the previous one. Simply beating expectations no longer earns applause. Investors now want results that shatter forecasts, raise long-term expectations, and justify …

ثقة وقوة راسختان في تصنيع FREELANDER 8

شنغهاي, Aug. 08, 2026 (GLOBE NEWSWIRE) -- بصفتها العلامة التجارية البريطانية الفاخرة للسيارات الذكية متعددة الاستخدامات المناسبة لجميع التضاريس، تواصل FREELANDER تسريع وتيرة توسعها العالمي عقب بدء الإنتاج الضخم واستعداداتها لإطلاق أعمالها في منطقة الشرق الأوسط، فالحفاظ على قدرتها التنافسية على المدى الطويل لا …

Is AMD Stock a Buy on the Dip as AI Revenue Surges?

Key Points AMD is seeing strong growth, but its larger growth opportunities are still in front of it. Its new Helios AI server racks should be a strong growth driver in the year ahead.10 stocks we like better than Advanced Micro Devices › Advanced …

Is Micron Still a Buy as the Global Memory Race Accelerates?

Micron (NASDAQ: MU) is spending billions to expand the memory infrastructure powering artificial intelligence. Its new fabs could strengthen pricing power and long-term growth, but they could also revive the oversupply cycle that has repeatedly punished memory investors. Stock prices used were the market …

Dear Analog Devices Stock Fans, Mark Your Calendars for August 19

Analog Devices Inc_ HQ photo-by Sundry Photography via iStock Artificial intelligence (AI) is reshaping the semiconductor landscape, fueling heavy investment in data center infrastructure while reviving demand for industrial automation. Defense spending tied to domestic chip capabilities adds another layer of support. These forces …

Earnings Scoreboard: 86% of S&P 500 reporting firms top EPS estimates as 79% post Y/Y profit growth

[Rolled newspaper with the headline Quarterly Results] Zerbor S&P 500 earnings activity accelerated this week, with more than 130 index members reporting quarterly results that provided key insights into corporate margin health, spending trends, and overall macroeconomic strength. EARNINGS ROUNDUP: * BOTTOM LINE (EPS): …

Advanced Micro Devices (AMD) Price Prediction: How Much a $5,000 Investment Could Be Worth by 2031

Quick Read AMD's Data Center revenue jumped 57% YoY, driving a base-case projection of $7,657 from a $5,000 investment by 2031. Export controls already cost AMD roughly $800 million in inventory charges, while a P/E of 206 leaves little room for execution stumbles. Lisa …

This Analyst On Wall Street Thinks The CPU Trade Is Overdone, Should You Sell ARM (ARM) Stock?

ARM Holdings Plc (NASDAQ:ARM) has become one of the key beneficiaries of the AI boom. It has expanded beyond its traditional smartphone business into the fastest-growing cloud and data center markets. The company's energy-efficient CPU designs are increasingly being adopted by major cloud providers …

Apple says Mac users in China can connect to Alibaba's Qwen AI service

By Eduardo Baptista BEIJING, Aug 8 (Reuters) - Apple has published a guide explaining how eligible Mac users in mainland China can connect Alibaba's Qwen artificial-intelligence service to ‌the U.S. tech giant's Siri digital assistant and Writing Tools feature. The Mac-specific arrangement ‌could help …

Análisis y previsión de acciones de Qualcomm Inc (QCOM)

Advanced Micro Devices, Inc. acaba de superar las previsiones de beneficios: esto es lo que los analistas creen que sucederá a continuación