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NVIDIA's Jensen Huang Says AI Isn’t Just Tech Anymore — It’s Infrastructure, and Wall Street Is Financing It

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. NVIDIA Corp. stock gained nearly 1% in Tuesday's premarket trading as investors weighed fresh efforts to finance large-scale AI infrastructure and GPU deployments. The world's most valuable …

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

Cisco Systems (CSCO) Beats Q4 Earnings and Revenue Estimates

Cisco Systems (CSCO) came out with quarterly earnings of $1.22 per share, beating the Zacks Consensus Estimate of $1.17 per share. This compares to earnings of $0.99 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an …

CSCO main company
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

Cerebras Systems Reports Solid Earnings. The Stock Is Plunging.

Cerebras Systems stock has had a wild ride in a crowded field. Its stock was down despite a strong earnings report. Continue Reading

NVDA mentioned AMD 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

Cisco Stock Falls After Hours as Services Revenue Miss Overshadows Record Fourth-Quarter Results

Cisco Systems' (CSCO) shares dropped after the closing bell Wednesday as the company's fiscal fourth 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 …

CSCO main company
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

What Is Uber (UBER) Telling Investors With Its Freight Cyber Probe And Robotics Exit?

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. Uber Technologies (NYSE:UBER) reported that its Uber Freight unit is investigating a cyber security …

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

Quantum computing goes mainstream with Quantinuum and Orcale partnership

Quantinuum (QNT) CEO and president Rajeeb Hazra announces his partnership with Oracle (ORCL)and explains how its quantum computing technology will be integrated into Oracle's ecosystem. Video Transcript 00:04 Speaker A Sure. 00:05 Speaker A We're excited about this deal because it's an industry 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

Intel (INTC) Stock Looks Above Fair Value After a Very Large Run

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. Intel stock has delivered a very large 348.0% return over the past year, yet …

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

AMD (AMD) Trades at a Premium: Phillip Securities Says AI Growth Justifies It

Advanced Micro Devices, Inc. (NASDAQ:AMD) is trading at roughly 70x forward earnings, but Phillip Securities believes this premium is justified given its positioning for rising agentic AI demand. On August 11, the firm's analyst Yik Ban Chong reiterated a Buy rating on the stock …

AMD main company NVDA 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

Google’s Pixel 11 isn’t the story; Gemini AI is

Yahoo Finance Tech Editor joins Josh Lipton on Market Domination Overtime to discuss Google's (GOOG, GOOGL) new Pixel 11 smartphone lineup and its deeper integration of Gemini AI. Video Transcript 00:00 Speaker A This is their kind of, you know, big push that they're …

AAPL mentioned UBER 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

Dow Jones Futures: Cisco, Coherent Are Earnings Movers Late After Nebius, Lumentum, CoreWeave Lead AI Rally

AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late. Continue Reading

CSCO main company
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

Stocks making the biggest moves after hours: Cisco, Jack in the Box, Cerebras, StubHub & more

Check out the companies making the biggest moves after the bell: Jack in the Box — The fast food chain gained more than 1% on better-than-expected earnings for the company's fiscal third quarter. Jack in the Box earned 96 cents per share, topping a …

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

Earnings Snapshot: Cerebras Q2 revenue misses estimates, but cloud revenue up 287%; outlook impresses

[Cerebras Q2 Earnings and FY26 Outlook] Earnings Snapshot (Seeking Alpha) MORE ON CEREBRAS SYSTEMS INC. * Cerebras Systems Long-Term View: Delivery Speed Is The Next Frontier Of AI [https://seekingalpha.com/article/4934280-cerebras-systems-long-term-view-delivery-speed-is-the-next-frontier-of-ai] * Cerebras Is Winning The Inference Race, Yet I'm Still Not Buying [https://seekingalpha.com/article/4923223-cerebras-is-winning-the-inference-race-yet-im-still-not-buying] * Cerebras: …

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

Cisco Networking Sales Surge on AI Demand. Why the Stock Is Down.

Cisco Systems is the latest tech hardware company to report strong financial results driven by ongoing artificial-intelligence demand. On Wednesday, Cisco reported adjusted earnings of $1.22 a share on revenue of $17.3 billion for the fiscal fourth quarter ended on July 25. Cisco’s networking …

CSCO main company
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

Cisco forecasts strong fiscal 2027 as AI boom fuels networking demand

Investing.com -- Cisco Systems forecast fiscal 2027 revenue and profit above Wall Street estimates on Wednesday, betting that surging demand for networking equipment and artificial intelligence infrastructure will sustain growth into the new year. Cisco Systems' upbeat outlook underscored the strength of an AI-driven …

CSCO main company
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

Dunamis Woman Enterprise Named No. 3,465 On The 2026 Inc. 5000 List, The Most Prestigious Ranking Of America's Fastest-Growing Private Companies

Company Recognized for 82% Three-Year Revenue Growth, Earning a Place Among the Nation's Most Successful Independent Businesses ATLANTA, Aug. 12, 2026 /PRNewswire/ -- Dunamis Woman Enterprise, a faith-based organization that offers community, courses, and coaching to support women's personal growth and development, has announced …

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

Cisco Earnings Beat. Fiscal 2027 Revenue Outlook Above Estimates.

Cisco stock rose amid fiscal Q4 earnings and revenue that topped estimates while the company's fiscal 2027 sales outlook came in above views. Continue Reading

CSCO main company
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

Uber Makes Unexpected Move With Younger Riders

This article first appeared on GuruFocus. Uber Technologies (NYSE:UBER) is considering expanding its ride-hailing service to children ages 10 to 12, potentially opening a new family-use case while pushing the company into a far more sensitive area of passenger safety and liability. For investors, …

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

Michael Burry Drops Stark Take on Nvidia Stock

This article first appeared on GuruFocus. Michael Burry (Trades, Portfolio) is taking aim at Nvidia's (NASDAQ:NVDA) $500 billion AI-infrastructure financing strategy, arguing that Wall Street is building a dangerously leveraged system around GPU demand that echoes risks seen before the 2008 financial crisis. 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

Apple’s CXMT Bet Could Strengthen Its Memory Supply, But Risks Remain

Apple Inc. (NASDAQ:AAPL) is testing DRAM chips from China's ChangXin Memory Technologies (CXMT) across several product lines, including iPhones and MacBooks. The move comes as Apple deals with a tight memory supply market driven by strong demand from the artificial intelligence industry. At the …

AAPL main company MU 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

Samsung Sends Fresh Signal to Micron Investors

This article first appeared on GuruFocus. Samsung (SSNLF) Electronics retained the top spot in the global NAND market during the second quarter, but SK Hynix (NASDAQ:SKHY) is closing the gap as artificial-intelligence workloads rapidly reshape demand for high-performance storage. The shift matters for investors …

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

Cisco’s (NASDAQ:CSCO) Q2 CY2026 Sales Beat Estimates, Guides for Strong Full-Year Sales

Cisco's (NASDAQ:CSCO) Q2 CY2026 Sales Beat Estimates, Guides for Strong Full-Year Sales Networking technology giant Cisco (NASDAQ:CSCO) reported Q2 CY2026 results exceeding the market's revenue expectations , with sales up 17.6% year on year to $17.25 billion. On top of that, next quarter's revenue …

CSCO main company
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

Wells Fargo Has Fresh Message for Microsoft Investors

This article first appeared on GuruFocus. Wells Fargo sees therapid improvement of open AI models as a potential tailwind for Microsoft (NASDAQ:MSFT) and ServiceNow (NYSE:NOW), arguing that cheaper intelligence could strengthen established software platforms rather than disrupt them. The key investor implication is that …

NVDA mentioned MSFT 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

Cisco Beats on Sales Outlook, Citing ‘Broad-Based’ Record Demand

(Bloomberg) -- Cisco Systems Inc. gave a sales projection for the current quarter that far exceeded Wall Street's expectations, a sign of success for the company's efforts to supply a larger share of the AI data center market with its networking gear. Most Read …

CSCO main company
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

Ahead of Applied Materials Earnings, Here's What Barchart Data Says Comes Next for AMAT Stock

This article first appeared on GuruFocus. Applied Materials (NASDAQ:AMAT) shares climbed 4% Wednesday as investors positioned for the semiconductor equipment maker's fiscal third-quarter report, with Wall Street looking for another period of strong growth. The company is scheduled to release results after the market …

AMAT 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

Apple (AAPL) Stock Looks Pricey On Cash Flow Yet Fair On Earnings

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Apple stock has more than doubled over the past five years, yet the latest valuation checks suggest the current share price may be running ahead of what …

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

Notable Two Hundred Day Moving Average Cross - MSFY

In trading on Wednesday, shares of the Kurv Yield Premium Strategy Microsoft MSFT ETF (Symbol: MSFY) crossed below their 200 day moving average of $20.48, changing hands as low as $20.11 per share. Kurv Yield Premium Strategy Microsoft MSFT shares are currently trading off …

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

Cisco forecasts annual revenue above estimates on sustained AI spending

Aug 12 (Reuters) - Cisco Systems forecast fiscal 2027 revenue above Wall ‌Street expectations on Wednesday, signaling ‌confidence that strong demand for its AI ​networking gear will continue to power growth. Shares of the San Jose, California-based company rose 3% in extended trading. ‌They …

CSCO main company
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

Cerebras raises annual targets on strong AI chip demand

By Anhata Rooprai and Max A. Cherney Aug 12 (Reuters) - Cerebras Systems raised its annual revenue and gross margin forecasts on Wednesday, buoyed by robust demand for its chips from ‌companies ramping up data-center capacity to power AI services. Still, its shares were …

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

Oracle (ORCL) Adds Quantum Computing To Its Cloud, So What’s The Catch?

Oracle (NYSE:ORCL) just gave its cloud story a new frontier. On August 12, the company announced a multi-year partnership with Quantinuum to bring quantum computing to Oracle Cloud Infrastructure, adding one more growth narrative to a stock that has already been on a wild …

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

CISCO REPORTS FOURTH QUARTER AND FISCAL YEAR 2026 EARNINGS

SAN JOSE, Calif., Aug. 12, 2026 /PRNewswire/ --Cisco Logo News Summary: Record top and bottom-line performance with double-digit growth in Q4 and FY 2026, exceeding the high end of guidance ranges Exceptional FY 2026 operating margin results, demonstrating strong execution and operating efficiency Broad-based, …

CSCO main company
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

Sector Update: Consumer Stocks Mixed Late Afternoon

Consumer stocks were mixed late Wednesday afternoon with the State Street Consumer Staples Select Sector SPDR ETF (XLP) rising 0.4% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) shedding 1%.In corporate news, Brinker International (EAT) shares jumped Silver Upgrade to read …

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

Sector Update: Tech Stocks Gain Late Afternoon

Tech stocks were higher late Wednesday afternoon, with the State Street Technology Select Sector SPD 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 …

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

Salesforce Poised to Temper Revenue Growth Acceleration Outlook for Second Half, UBS Says

Salesforce (CRM) could temper expectations for an acceleration in second-half revenue amid mixed cus 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 …

CRM main company
Sharemaestro market context Price above Trend Line 52 weeks -0.5% · Next-week setup positive 55.2% CRM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Resideo (REZI) Q2 Earnings Report Preview: What To Look For

Resideo (REZI) Q2 Earnings Report Preview: What To Look For Home automation and security solutions provider Resideo Technologies (NYSE:REZI) will be reporting results this Wednesday after the bell. Here's what investors should know. Resideo beat analysts' revenue expectations last quarter, reporting revenues of $1.91 …

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

AI Data Center Demand to TRIPLE by 2030 | GXO CEO on Logistics Impact

GXO Logistics CEO Patrick Kelleher reveals the immense growth in AI data center demand, predicting capacity will triple by 2030. Discover how this surge, along with warehouse robotics and redomestication, is reshaping the global supply chain and creating new opportunities for logistics providers. Kelleher …

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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