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Intel Scores Needed Win, But Bigger Test Remains

This article first appeared on GuruFocus. Intel (NASDAQ:INTC) completed a four-year U.S. government program validating its 18A manufacturing technology for secure defense applications, giving its struggling foundry business a useful credibility boost. However, Wedbush warned that small government volumes will not resolve the larger …

TSM main company
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

Qualcomm's Data Center Bet Meets Harsh Reality

This article first appeared on GuruFocus. Qualcomm (NASDAQ:QCOM) fell about 4% Thursday after weak fiscal fourth-quarter profit guidance and a faster-than-expected decline in Apple (NASDAQ:AAPL) business overshadowed its expanding automotive, IoT and AI data-center opportunity. The selloff shows investors want proof that diversification can …

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

Palantir Holds the Edge Ahead of Earnings

This article first appeared on GuruFocus. Palantir (PLTR, Financials), the artificial intelligence software company, appears to enter earnings season with stronger momentum than Super Micro Computer, according to recent analyst commentary. Both companies have benefited from growing AI investment, but analysts believe Palantir is …

PLTR main company
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

First Solar, Inc. Announces Second Quarter 2026 Financial Results and Reaffirms Guidance

Net sales of $1.06 billion, a decrease of 4% year-over-year Net income per diluted share of $3.92, an increase of 23% year-over-year Adjusted EBITDA1 of $644 million Gross and net cash balance of $1.7 billion Contracted sales backlog of 45.1 GW as of June …

FSLR main company
Sharemaestro market context Trend signal active 52 weeks +32.4% FSLR stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Lam Research Stock Soars 18.9% on $8.1 Billion AI Forecast

This article first appeared on GuruFocus. Lam Research (NASDAQ:LRCX), a semiconductor-equipment company supplying chip-production systems, soared approximately 18.9% in Thursday's regular-session trading after issuing stronger-than-expected quarterly guidance. The company forecast revenue of $8.1 billion, plus or minus $400 million, for the quarter ending September …

TSM main company
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

Qualcomm Stock Falls 3.1% as Nine Analysts Cut Targets

This article first appeared on GuruFocus. Qualcomm (NASDAQ:QCOM), a wireless-chip and technology-licensing company, fell approximately 3.1% in Thursday's regular-session trading after issuing a weaker-than-expected profit forecast. At least nine analysts reduced their price targets following the report. Qualcomm projected adjusted earnings between $2.05 and …

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

TSMC's next AI chip move sends Intel stock soaring

This article first appeared on GuruFocus. Intel (NASDAQ:INTC) shares jumped about 12% and Taiwan Semiconductor Manufacturing (NYSE:TSM) gained nearly 7% on Thursday after a report said TSMC is developing a new advanced chip-packaging technology similar to Intel's approach. TSMC is working on a packaging …

TSM main company
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

TSMC Stock Jumps 7% as Microsoft Revives AI-Chip Trade

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM), the world's largest contract chipmaker, jumped approximately 7% in Thursday's U.S. regular-session trading as Microsoft's results renewed investor confidence in AI infrastructure demand. The Philadelphia Semiconductor Index increased approximately 6.7%, placing it on course …

TSM main company
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

Qualcomm's automotive segment is the highlight of Q3: CFO

Qualcomm (QCOM) CFO and COO Akash Palkhiwala sits down with Josh Lipton and Dan Howley on Market Domination to discuss the company's performance and outlook in various segments, including AI data centers and automotives. Video Transcript 00:00 Akash data center definitely is going to …

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

Qualcomm Stock Falls on Weak Q4 Outlook Despite Revenue Beat

This article first appeared on GuruFocus. Qualcomm (NASDAQ:QCOM) shares fell nearly 2% on Thursday after the chipmaker issued weaker-than-expected fourth-quarter earnings guidance and projected a faster decline in Apple modem revenue, overshadowing quarterly revenue that exceeded Wall Street estimates, according to a Wednesday earnings …

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

Intel's Rare AI Advantage Faces a New Threat

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM) is reportedly developing an advanced chip-packaging process resembling Intel's (NASDAQ:INTC) EMIB technology, escalating competition over one of AI infrastructure's most important bottlenecks. The move could help TSMC retain customers seeking cheaper or more flexible …

TSM main company
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

Cathie Wood Invests $28.7 Million in Two High-Stakes Tech Stocks

This article first appeared on GuruFocus. Cathie Wood's ARK Invest added roughly $28.7 million of Taiwan Semiconductor Manufacturing (NYSE:TSM) and SpaceX (NASDAQ:SPCX) shares while trimming Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL) and Shopify (NASDAQ:SHOP), signalling a sharper rotation toward semiconductor production and space infrastructure as major …

TSM main company
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

Qualcomm Just Gave Investors a Reason to Look Beyond Apple. The Market Is Focusing on the Wrong Story.

Qualcomm (QCOM) posted a decent quarter this week, yet the market still turned on it. Revenue came in at $9.9 billion for its fiscal third quarter, hitting the high end of the company's own guidance. Non-GAAP earnings of $2.21 marginally missed the Wall Street …

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

Should You Buy Automatic Data Processing (ADP) On Post-Earnings Dip?

Automatic Data Processing (NASDAQ:ADP) reported fiscal fourth-quarter results on Wednesday. Adjusted earnings per share and revenue beat Wall Street estimates. The stock is down on Thursday. Let's analyze whether it's a buy-the-dip opportunity for long-term investors. ADP runs payroll and HR software for businesses. …

ADP main company
Sharemaestro market context Trend signal active 52 weeks +4.8% · Next-week setup positive 57.2% ADP stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Should Palantir Stock Be in Your Portfolio Before Q2 Earnings?

Palantir Technologies Inc. PLTR will report its second-quarter 2026 results on Aug. 3, after the bell. The Zacks Consensus Estimate for earnings in the to-be-reported quarter stands at 35 cents, indicating 118.8% growth from the year-ago reported quarter. The consensus estimate for total revenues …

PLTR main company
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

Samsung’s $200 Billion Broadcom Deal Is a Bid to Break TSMC’s AI Foundry Lock

Samsung Electronics is targeting a structural realignment in the AI semiconductor supply chain, positioning its foundry business as a vertically integrated alternative to TSMC's dominance. The memorandum of understanding signed with Broadcom on July 25, 2026, at the AI Summit in San Francisco, carries …

TSM main company
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

The Market Thinks Texas Instruments (TXN) Is a Boring Analog Chipmaker; AI Data Centers Disagree

Arete Research, an independent research firm, has upgraded Texas Instruments Incorporated (NASDAQ:TXN) to Buy from Neutral and lifted its price target to $405 from $303. This 34% raise in the PT comes days after the company posted a strong quarter – a surprise from …

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

Automatic Data Processing (ADP) Beat Expectations, Is The Stock Still Fully Valued?

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Automatic Data Processing (ADP) shares were in focus after the company reported fiscal fourth …

ADP main company
Sharemaestro market context Trend signal active 52 weeks +4.8% · Next-week setup positive 57.2% ADP stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Qualcomm Facing Margin Pressures, Custom Silicon Risks, RBC Capital Markets Says

Qualcomm's (QCOM) fiscal Q3 results were mostly in line, but margin pressures and custom silicon unc 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 …

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

Garmin Tops Q2 Earnings Estimates on Fitness Growth, Ups FY26 Guidance

Garmin Ltd. GRMN reported second-quarter 2026 pro forma earnings of $2.81 per share, beating the Zacks Consensus Estimate by 23.79%. The bottom line increased 29% year over year. Net sales rose 11% to $2.02 billion and surpassed the consensus estimate by 4.73%. Strong demand …

GRMN main company
Sharemaestro market context Trend signal active 52 weeks +55.5% · Next-week setup positive 56.4% GRMN stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Verisign Achieves #28 Analyst Rank, Surpassing Ross Stores

In a study of analyst recommendations at the major brokerages, for the underlying components of the S&P 500, Verisign Inc (Symbol: VRSN) has taken over the #28 spot from Ross Stores Inc (Symbol: ROST), according to ETF Channel. Below is a chart of Verisign …

VRSN main company
Sharemaestro market context Trend signal active 52 weeks +25.5% · Next-week setup positive 58.2% VRSN stored weekly price path from 22 Aug 2025 to 14 Aug 2026

BlueQubit Joins Qedma, IBM and RIKEN in a Landmark Quantum Advantage Result

SAN FRANCISCO, July 30, 2026--(BUSINESS WIRE)--When will meaningful applications of quantum computers arrive? The standard answer has been at least five to ten years, while we wait for fully fault-tolerant hardware with millions of qubits. A new landmark study disagrees, saying Quantum Advantage is …

IBM main company
Sharemaestro market context Price below Trend Line 52 weeks +14.9% · Next-week setup positive 59.3% IBM stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Qualcomm Misses Q3 Earnings Estimates, Revenues Beat on Auto Growth

Qualcomm Incorporated QCOM reported third-quarter fiscal 2026 non-GAAP earnings of $2.21 per share, down 20% year over year and missing the Zacks Consensus Estimate of $2.22 by 0.5%. Revenues of $9.95 billion fell 4% year over year but topped the consensus mark of $9.71 …

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

Garmin (GRMN) Beats On Strong Demand, Is The Stock Now 12% Overvalued?

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Garmin (GRMN) is back in focus after second quarter 2026 results topped analyst expectations and the company raised its full year outlook, citing strong …

GRMN main company
Sharemaestro market context Trend signal active 52 weeks +55.5% · Next-week setup positive 56.4% GRMN stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Is This the Good Time to Increase Your Holdings in SAP SE (SAP)?

Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Vulcan Value Partners prioritizes long-term returns and lower risk over short-term performance. In the quarter, the Large Cap Composite (Net) returned 9.5%, …

SAP main company
Sharemaestro market context Price above Trend Line 52 weeks -9.4% · Next-week setup positive 58.3% SAP stored weekly price path from 22 Aug 2025 to 14 Aug 2026

TSMC is moving in on Intel’s turf; Why Intel is up anyway

Intel's stock remains strong today despite a report from The Information indicating that Taiwan Semiconductor Manufacturing Co. (TSMC) is developing an "EMIB-like" advanced packaging technology, potentially challenging a key advantage for Intel's Foundry business. However, the prospect of TSMC neutralizing this advantage hasn't dented …

TSM main company
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

First Solar’s 2026 Corporate Responsibility Report Shows How It Builds Value Where It Makes Solar

Report details how domestic manufacturing & supply chains create enduring economic, community value PHOENIX, July 30, 2026--(BUSINESS WIRE)--First Solar, Inc. (Nasdaq: FSLR) ("First Solar" or "the Company") today published its 2026 Corporate Responsibility Report, reinforcing its conviction that how and where solar technology is …

FSLR main company
Sharemaestro market context Trend signal active 52 weeks +32.4% FSLR stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Qualcomm Has Huge News for Apple

This article first appeared on GuruFocus. Qualcomm (NASDAQ:QCOM) said revenue from its Apple (AAPL) modem business will decline faster than previously expected as the iPhone maker accelerates adoption of its in-house modem technology. The company said the decline will begin in its fiscal fourth …

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

What Are Wall Street Analysts' Target Price for QUALCOMM Stock?

San Diego, California-based QUALCOMM Incorporated (QCOM) is a leading global semiconductor and wireless technology company that develops chips and software powering smartphones, connected devices, automobiles, industrial equipment, and Internet of Things (IoT) applications. It is valued at a market cap of $171.7 billion. Qualcomm …

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

Automatic Data Processing (ADP) Stock Looks Reasonable After Its 44% Five Year Run

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Automatic Data Processing stock has delivered a 43.9% return over the past 5 years, yet the current valuation picture is mixed, with an intrinsic value …

ADP main company
Sharemaestro market context Trend signal active 52 weeks +4.8% · Next-week setup positive 57.2% ADP stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Qualcomm Q3 2026 earnings: profit drops 25% on higher costs

Qualcomm reported fiscal third-quarter net income of $2 billion, or $1.87 per diluted share, on Wednesday, down 25% from $2.67 billion, or $2.43 per diluted share, in the same period a year earlier. Revenue fell 4% to $9.95 billion. Qualcomm attributed the earnings pressure …

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

Palantir Aims For 12th Straight Revenue Acceleration, But U.S. Growth Is Key

With Q2 earnings due for Palantir stock, analysts are eying U.S. commercial growth and international performance as wild cards. Continue Reading

PLTR main company
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

Qualcomm shares slide as higher costs, Apple-related weakness cloud profit forecast

July 30 (Reuters) - Qualcomm shares fell about 5% in premarket trading on Thursday after the chipmaker's warning about higher memory costs ‌and a steeper decline in Apple revenue raised concerns about near-term ‌profit growth. A surge in AI infrastructure spending has tightened semiconductor …

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

IBM and The University of Chicago Demonstrate Quantum Advantage, Establishing Trusted Quantum Computation on Logical Circuits

Scientists used a new error correction method to encode 70 logical qubits and crack a classically intractable problem. The quantum computation finished in approximately 15 minutes — a task that would demand infeasible amounts of time with leading classical computing methods. YORKTOWN HEIGHTS, N.Y. …

IBM main company
Sharemaestro market context Price below Trend Line 52 weeks +14.9% · Next-week setup positive 59.3% IBM stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Qualcomm Shares Fall as Fourth-Quarter Profit Outlook Disappoints

Qualcomm Inc. (NASDAQ:QCOM) reported third-quarter results that exceeded revenue expectations but fell slightly short on earnings, while weaker-than-expected profit guidance for the current quarter weighed on investor sentiment and pushed the stock lower in premarket trading. Shares of the semiconductor company dropped more than …

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

Investec Selects Infosys Finacle SaaS Platform on Microsoft Azure for Digital Banking Transformation

JOHANNESBURG and BENGALURU, India, July 30, 2026 /PRNewswire/ -- Infosys Finacle, part of EdgeVerve Systems, a wholly-owned subsidiary of Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), today announced that Investec, a leading international bank and wealth manager, has selected the Finacle Digital Banking Solution …

INFY main company
Sharemaestro market context Price below Trend Line 52 weeks -17.9% · Next-week setup positive 55.1% INFY stored weekly price path from 22 Aug 2025 to 14 Aug 2026

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