{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: Argentina Technology news", "home_page_url": "https://sharemaestro.com/newsreel/ar/technology/", "feed_url": "https://sharemaestro.com/newsreel/ar/technology/feed.json", "description": "Latest Technology company headlines from Argentina, newest first, with industry sections, source links and company research.", "language": "en", "items": [{"id": "source:7239d9496ab086da1fa9c732bb884e9cac0d4a0da7cec179a6c0d5bab70eaf01", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-500-billion-plan-envelops-164209178.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-500-billion-plan-envelops-164209178.html", "title": "Nvidia\u2019s $500 Billion Plan Envelops Wall Street in Its AI Frenzy", "content_text": "(Bloomberg) -- Goldman Sachs Group Inc., Blackstone Inc. and Apollo Global Management Inc. had been working tirelessly for months to draw up debt deals that would help developers of artificial intelligence systems pay for chips from Nvidia Corp. Most Read from Bloomberg Selena Gomez Accused of Fraud by Mental-Health Startup Investors US Readies Unprecedented 'Economic Isolation' Plan for Iran Costliest US Bond Sale Since 2001 Is Investor Warning to Bessent Walter Sells Lakers, Seeks More Cash to Pay Loans Amid DOJ Probe OpenAI's Annualized Revenue Tops $40 Billion Ahead of IPO With slow progre", "date_published": "2026-08-14T16:42:09+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "NVDA"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/aac9f2c0-1cf8-4512-bf00-fc4a6d07242d/"}]}}, {"id": "source:83134f475313ec3d0e8d5d901609d6d50108d169f7a962cdcebad82245484ca9", "url": "https://finance.yahoo.com/technology/ai/articles/iphone-users-now-wont-wait-163358184.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/iphone-users-now-wont-wait-163358184.html", "title": "iPhone users now won't have to wait as long for $250M settlement", "content_text": "The wait for Apple customers to see payments from a class-action lawsuit involving iPhones 15 and 16 just got a few months shorter. On Thursday, Aug. 13, the U.S. District Court for the Northern District of California granted permission to move a final approval hearing for the Apple settlement from September 2027 to February 2027, according to court documents obtained by USA TODAY. The settlement is part of a class-action lawsuit alleging that Apple deceived customers about artificial intelligence enhancements in new iPhones in 2024. In May, Apple agreed to pay $250 million to settle the case.", "date_published": "2026-08-14T16:33:58+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Regulatory and legal", "AAPL"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a5e57e69-c218-4410-8302-b4a7bd7f36fd/"}]}}, {"id": "source:1248693303b287bda01467fb943025aa733bedc5664971a1c81f0c078ac9c3c7", "url": "https://finance.yahoo.com/markets/stocks/articles/jpmorgan-set-serious-microsoft-stock-163300684.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/jpmorgan-set-serious-microsoft-stock-163300684.html", "title": "JPMorgan set a serious Microsoft stock price target for 2027", "content_text": "Microsoft stock spent most of 2026 in the penalty box. The AI spending looked too heavy. The returns were not yet visible. Then the company reported fourth-quarter results on July 29, and the stock jumped more than 27%. Azure crossed $100 billion. Copilot showed real adoption numbers. The narrative shifted. Two weeks later, JPMorgan is following that shift with a price target that says Microsoft has a long way left to run. Analyst Samik Chatterjee raised his December 2027 target to $625 from $550 on Aug. 13 while keeping his Overweight rating, according to Seeking Alpha. That implies roughly 3", "date_published": "2026-08-14T16:33:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSFT", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a6ce2775-661b-4671-84b0-0309a12a4ddb/"}]}}, {"id": "source:ebfd7feca1095d1cf2f86e23c0c7016d8f8627abc82afb3253166d6d4432feaa", "url": "https://finance.yahoo.com/m/37c163ca-5fc2-3bb9-b50b-04a093acaf94/nvidia-stock-rises-as-it-bets.html", "external_url": "https://finance.yahoo.com/m/37c163ca-5fc2-3bb9-b50b-04a093acaf94/nvidia-stock-rises-as-it-bets.html", "title": "Nvidia Stock Rises as It Bets on Robots", "content_text": "Nvidia stock has been on a good run recently, and its push into robotics could help it keep going. The chip maker has signed a memorandum of understanding with South Korea\u2019s LG Group to develop a humanoid robot. Nvidia shares were up 0.1% at $225.62 on Friday. Continue Reading", "date_published": "2026-08-14T16:30:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "NVDA"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/aac9f2c0-1cf8-4512-bf00-fc4a6d07242d/"}]}}, {"id": "source:d2003ca794caf4179ee4e552ff6a57e42b8caa1de4b9a26dd1c8835eb6976b85", "url": "https://news.google.com/rss/articles/CBMidkFVX3lxTE5ZdHBKZ2NnOG94VnpXYVVSc2VmVkFKZFpMcy1rNWx1b3BUdkZralI1OGNRd193Y0JjTlJQcEhsVm5PTEc1NUs2aGtwRGhuMWpYdEV4LXhlcEwtT2FnYkhjc2lTUWtnY1RtNEV6Ni0wTURhSXlwanc?oc=5", "external_url": "https://news.google.com/rss/articles/CBMidkFVX3lxTE5ZdHBKZ2NnOG94VnpXYVVSc2VmVkFKZFpMcy1rNWx1b3BUdkZralI1OGNRd193Y0JjTlJQcEhsVm5PTEc1NUs2aGtwRGhuMWpYdEV4LXhlcEwtT2FnYkhjc2lTUWtnY1RtNEV6Ni0wTURhSXlwanc?oc=5", "title": "Noticias de acciones de Cisco Systems Inc (CSCO)", "content_text": "Noticias de acciones de Cisco Systems Inc (CSCO)", "date_published": "2026-08-14T16:15:57+00:00", "authors": [{"name": "TradingKey"}], "tags": ["Market update", "CSCO"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "CSCO", "name": "Cisco Systems, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/3c8ebf20-8bea-40ee-a7f8-a56de9366180/"}]}}, {"id": "source:68e47fe518779e6d73db9dc3a49aea19c2844184f0769c3d9c6a32239fb1c8c4", "url": "https://finance.yahoo.com/markets/stocks/articles/intel-stock-focus-23-billion-161053832.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/intel-stock-focus-23-billion-161053832.html", "title": "Veteran Bank Gives Intel Foundry a Major Vote of Confidence", "content_text": "This article first appeared on GuruFocus. Intel (NASDAQ:INTC) could be showing signs of progress in its contract-chipmaking business through its recently expanded stock offering, according to GF Securities analyst Jeff Pu in a Friday note to clients. The company raised $20 billion through the share sale after initially targeting $15 billion, with an additional underwriting option potentially taking gross proceeds to $23 billion. The financing comes as Intel increases spending on manufacturing capacity and advanced chip technologies. Warning! GuruFocus has detected 6 Warning Signs with INTC. Is", "date_published": "2026-08-14T16:10:53+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Capital return", "INTC"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "INTC", "name": "Intel Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/85b52e6a-8d40-4166-afeb-66985dcf23e2/"}]}}, {"id": "source:e982e70b7e60cf74f55c6d4e908db187a64fd6724ce6e7cbf271d13ee33916a0", "url": "https://finance.yahoo.com/m/82f07888-be7d-3f5c-a0bb-93ad17632414/spacex%2C-sandisk%2C-micron%2C.html", "external_url": "https://finance.yahoo.com/m/82f07888-be7d-3f5c-a0bb-93ad17632414/spacex%2C-sandisk%2C-micron%2C.html", "title": "SpaceX, Sandisk, Micron, Workday, Applied Materials, Reddit, Unusual Machines, and More Stocks That Explain Today\u2019s Market", "content_text": "Sandisk trades higher with several Wall Street firms responding positively to the company\u2019s long-term revenue growth plan. Continue Reading", "date_published": "2026-08-14T16:09:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:92550534140db605512d9b80e4877ec7bb9b7f27d3a524e2af127ac4b910d068", "url": "https://finance.yahoo.com/technology/ai/articles/apple-builds-custom-ai-model-160211202.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/apple-builds-custom-ai-model-160211202.html", "title": "Apple Builds Custom AI Model for China With Alibaba", "content_text": "This article first appeared on GuruFocus. Apple Inc. (AAPL, Financials), the iPhone maker, has developed its own large language model for China with support from Alibaba, marking a shift in how it plans to roll out artificial intelligence in one of its most important markets. Warning! GuruFocus has detected 5 Warning Sign with AMZN. Is AAPL fairly valued? Test your thesis with our free DCF calculator. Apple had traditionally relied more on local third-party models for AI functionality for Chinese users.The new strategy provides Apple with more control over the experience, while still working w", "date_published": "2026-08-14T16:02:11+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "AAPL"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a5e57e69-c218-4410-8302-b4a7bd7f36fd/"}]}}, {"id": "source:f3cb3d92531214dd32a19e1a635cb1aec258876e4dddcca65cd4f800a17d18e8", "url": "https://finance.yahoo.com/m/06ab7789-48c4-330d-b4d4-76acc9f988a8/apple-is-sitting-out-the-ai.html", "external_url": "https://finance.yahoo.com/m/06ab7789-48c4-330d-b4d4-76acc9f988a8/apple-is-sitting-out-the-ai.html", "title": "Apple Is Sitting Out the AI Race\u2014Except in China", "content_text": "Apple has reportedly developed its own AI model for the Chinese market with support from its in-country partner, Alibaba Group. Continue Reading", "date_published": "2026-08-14T15:52:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "AAPL"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a5e57e69-c218-4410-8302-b4a7bd7f36fd/"}]}}, {"id": "source:8d37d7ba1497c76344a21fb889d77ac12d28d3a1559f8fa9dfc8d2f2120ede6a", "url": "https://finance.yahoo.com/markets/stocks/articles/cisco-rating-cut-hsbc-analyst-153905121.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/cisco-rating-cut-hsbc-analyst-153905121.html", "title": "Cisco rating cut at HSBC as analyst sees a lack of catalysts", "content_text": "Investing.com -- HSBC downgraded Cisco Systems (NASDAQ: CSCO) to Hold from Buy and cut its price target for the stock to $120 from $137 in a note on Friday, saying that while fourth-quarter results were strong, the stock lacks a near-term catalyst. \"Solid results but missing catalyst,\" analyst Abhishek Shukla wrote, adding that the downgrade reflects \"valuation and lack of positive catalysts.\" Fourth-quarter non-GAAP operating profit came in 6% above consensus, HSBC said, with non-GAAP earnings per share of $1.22, up 23.2% year over year and 4% to 5% above estimates. Cisco guided to fiscal 202", "date_published": "2026-08-14T15:39:05+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "CSCO"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "CSCO", "name": "Cisco Systems, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/3c8ebf20-8bea-40ee-a7f8-a56de9366180/"}]}}, {"id": "source:42ac2dc01f8973dd2566b84eef815db878fd335a6c20d923a74da857f0b8e8ca", "url": "https://finance.yahoo.com/video/nvidia-earnings-preview-next-nvidia-153900980.html", "external_url": "https://finance.yahoo.com/video/nvidia-earnings-preview-next-nvidia-153900980.html", "title": "Nvidia earnings preview: What\u2019s next for Nvidia stock", "content_text": "Yahoo Finance Market and Data Editor Jared Blikre and Senior Business Reporter Ines Ferre join the Executive Editor Brian Sozzi on the Opening Bid panel to preview Nvidia's (NVDA) upcoming earnings and assess what could be next for stock in the weeks ahead. Video Transcript 00:00 Speaker A Jared, um, stay on the charts for a second because we're 12 days out from Nvidia, and those 12 days are going to go very quickly. What are you seeing there? 00:09 Jared Let's take a look at the charts. So here's a one-year chart of Nvidia. Uh let's actually expand this to three years because remember in the ", "date_published": "2026-08-14T15:39:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDA"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/aac9f2c0-1cf8-4512-bf00-fc4a6d07242d/"}]}}, {"id": "source:fcf690c7051892ba5a73b9fae6e0ec30f8ea0ed6a8d36dc2b10ee58a085064a3", "url": "https://finance.yahoo.com/markets/stocks/articles/oracle-gets-cheaper-only-megawatts-150646530.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/oracle-gets-cheaper-only-megawatts-150646530.html", "title": "Oracle Gets Cheaper Only If The Megawatts Arrive", "content_text": "Image by Jonathan Hammond from Pixabay Consensus has Oracle's multiple dropping steeply by the second forward year, and what that fall rests on is not better margins but data centers the company is still building. Oracle (ORCL) trades at about $156, or roughly 22.7 times the last twelve months of adjusted earnings, and on the earnings analysts expect two years out that falls to about 13.7 times. The question is not the size of that fall but its source: it rests not on margins improving but on data centers being finished. Fiscal 2027 Consensus Is Just Oracle's Own Guide On what analysts expect ", "date_published": "2026-08-14T15:06:46+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "ORCL"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ORCL", "name": "Oracle Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/699a0cac-293e-41f0-87f3-1097ee8b86ef/"}]}}, {"id": "source:626f668eed0b838fd33d8d6a61df2943e26e17d68ac94adb5ce47fd1ff00ab2e", "url": "https://finance.yahoo.com/markets/stocks/articles/micron-sandisk-better-poised-upside-145753354.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/micron-sandisk-better-poised-upside-145753354.html", "title": "Is Micron or Sandisk Better Poised For Upside Through The End of September?", "content_text": "Quick Read Micron (MU) leads on HBM AI demand with 84.9% gross margins, while Sandisk (SNDK) jumped 21% after NAND pricing drove 103% sequential data center growth. CEO Sanjay Mehrotra locked in floor gross margins well beyond prior cycle peaks through ~$100B in contracted revenue across 16 Strategic Customer Agreements. Micron's late-September fiscal Q4 report, backed by an 8-quarter beat streak and a 6x forward P/E, makes it the higher-conviction hold as hyperscaler CapEx rises. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Micron Technology didn't make", "date_published": "2026-08-14T14:57:53+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MU"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MU", "name": "Micron Technology, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/091a4f13-9921-4a9c-a6e5-d2c96f47a1d1/"}]}}, {"id": "source:54d889b8a4eea6f48c0b9d16f4f19ba6d6c4b37476a5ece64ae367166cf064cd", "url": "https://finance.yahoo.com/technology/articles/apple-proposes-15-cut-purchases-145448010.html", "external_url": "https://finance.yahoo.com/technology/articles/apple-proposes-15-cut-purchases-145448010.html", "title": "Apple proposes to take a 15% cut of purchases made outside the App Store", "content_text": "After trying and failing to delay the matter, Apple on Thursday submitted its proposal for the commissions it wants to charge on purchases made using external links inside apps on its iOS devices. In a new filing in the U.S. District Court of Northern California, Apple proposed new commissions of 15% for standard apps, with further discounts for developers who are enrolled in special Apple programs. Under the proposed structure, small business developers would pay a 5% commission on payments, while those in the Video Partner Program, News Partner Program, and Mini Apps Partner Program would pa", "date_published": "2026-08-14T14:54:48+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "AAPL"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a5e57e69-c218-4410-8302-b4a7bd7f36fd/"}]}}, {"id": "source:f454a7e28cc776b986d9ece173139f639e68b85c26911e4bcbbd4bcc5ade1ab6", "url": "https://finance.yahoo.com/technology/ai/articles/oracle-expands-ai-database-offerings-145300621.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/oracle-expands-ai-database-offerings-145300621.html", "title": "Oracle Expands AI Database Offerings Through AWS Cloud: What's Ahead?", "content_text": "Oracle Corporation ORCL is deepening its push into artificial intelligence-driven cloud infrastructure, expanding its database collaboration with Amazon (AMZN)-owned Amazon Web Services (\"AWS\") in a move that strengthens its multicloud strategy. Oracle recently announced the general availability of Oracle Exadata Database Service on Exascale Infrastructure through Oracle AI Database@AWS, bringing Exadata-class performance and pay-per-use economics to workloads of any scale. Oracle and AWS also signed an expanded, long-term strategic collaboration agreement aimed at accelerating customer migrat", "date_published": "2026-08-14T14:53:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "ORCL"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ORCL", "name": "Oracle Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/699a0cac-293e-41f0-87f3-1097ee8b86ef/"}]}}, {"id": "source:00ab9eaf0731400f6ac6c0a828c63c691a0a7b4aeaf28e864fc0e96f2c7899ac", "url": "https://finance.yahoo.com/technology/ai/articles/salesforce-challenging-orcl-msft-agentic-145000999.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/salesforce-challenging-orcl-msft-agentic-145000999.html", "title": "How Is Salesforce Challenging ORCL & MSFT in the Agentic AI Space?", "content_text": "Salesforce, Inc. CRM is stepping up its competition with Microsoft Corporation MSFT and Oracle Corporation ORCL in agentic AI by combining customer data, business applications and autonomous AI agents on one platform. Its Agentforce platform is already gaining commercial traction, giving Salesforce a strong starting point in the fast-growing enterprise AI market. The early numbers suggest that this strategy is gaining momentum. In the first quarter of fiscal 2027, Salesforce's Agentforce annual recurring revenues (ARR) reached $1.2 billion, up 205% year over year. Combined Agentforce and Data ", "date_published": "2026-08-14T14:50:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "ORCL", "MSFT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ORCL", "name": "Oracle Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/699a0cac-293e-41f0-87f3-1097ee8b86ef/"}, {"symbol": "MSFT", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a6ce2775-661b-4671-84b0-0309a12a4ddb/"}]}}, {"id": "source:eb0b24ea93072e203991f4479b991938cabf5dd11d9b745474d635392bd06d46", "url": "https://finance.yahoo.com/markets/stocks/articles/michael-burry-ramped-bets-against-144007557.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/michael-burry-ramped-bets-against-144007557.html", "title": "Michael Burry Ramped Up His Bets Against Micron and the QQQ ETF. Is the \u2018Big Short\u2019 Investor Asking for Trouble?", "content_text": "Quick Read Burry pressed his MU short as the stock soared 671% in 2026 and rolled his QQQ ETF puts to June 2027, betting on a larger market fall. Burry covered his Tesla short for a gain but kept NVIDIA and Palantir puts, raising his portfolio's cash to 12%. With 40 of 45 analysts rating MU a Buy and a consensus target of $1,502, Burry's contrarian short faces powerful headwinds. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Micron Technology didn't make the cut. Grab the names FREE today. Michael Burry, the Scion Asset Management founder known for \"The B", "date_published": "2026-08-14T14:40:07+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MU"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MU", "name": "Micron Technology, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/091a4f13-9921-4a9c-a6e5-d2c96f47a1d1/"}]}}, {"id": "source:b4aa95d053c528f5af096a8fbeda42bfd2a8c5c7c2733af411927968a00d97e1", "url": "https://seekingalpha.com/news/4633200-apple-proposes-15-commission-on-link-out-app-purchases-as-epic-legal-saga-continues?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4633200-apple-proposes-15-commission-on-link-out-app-purchases-as-epic-legal-saga-continues?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "Apple proposes 15% commission on link-out app purchases as Epic legal saga continues", "content_text": "[Seventh Annual Amazing Las Vegas Comic Con] Paul Butterfield Apple (AAPL [https://seekingalpha.com/symbol/AAPL]) submitted its proposal for commissions related to link-out purchases from its App Store to the U.S. District Court for the Northern District of California in Oakland [https://cand.uscourts.gov/locations/oakland] on Thursday. It's the latest action in a six-year legal saga between Fortnite creator Epic Games and Apple. The proposed commissions for link-out purchases were 15% for standard apps; 10% for the Video Partner Program, the New Partner Program, the Mini Apps Partner Program ", "date_published": "2026-08-14T14:34:00+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Market update", "AAPL"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a5e57e69-c218-4410-8302-b4a7bd7f36fd/"}]}}, {"id": "source:2fbf6ba8865f9c70440f343d38d7077090850cee7eaae39ca13041ce13f88eca", "url": "https://finance.yahoo.com/m/2fac0fb5-417c-3830-b256-1f96e6e172cc/stock-market-hits-highs%3B.html", "external_url": "https://finance.yahoo.com/m/2fac0fb5-417c-3830-b256-1f96e6e172cc/stock-market-hits-highs%3B.html", "title": "Stock Market Hits Highs; Cisco, Lumentum, Super Micro, Sandisk Key Movers: Weekly Review", "content_text": "The stock market cleared a tight range, with the S&P 500 and Russell 2000 hitting new highs. Lumentum, Cisco, Super Micro, Sandisk were key movers. Continue Reading", "date_published": "2026-08-14T14:21:23+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "CSCO"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "CSCO", "name": "Cisco Systems, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/3c8ebf20-8bea-40ee-a7f8-a56de9366180/"}]}}, {"id": "source:e0e358076ae76786918248ddcbd37984ecb5ae3932944fb85fa79bfdbfd4f4a4", "url": "https://finance.yahoo.com/markets/stocks/articles/intel-stocks-real-opportunity-demand-141030004.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/intel-stocks-real-opportunity-demand-141030004.html", "title": "Intel Stock's Real Opportunity Is Demand It Cannot Yet Ship", "content_text": "Photo by Andrey Matveev on Unsplash Demand for Intel's server chips is running ahead of what its factories can build, and the capital now going in to close that gap is what could drive the stock's next leg. Intel (INTC) stock has returned about 380% over the trailing twelve months and still sits 26% below its 52-week high. It has run more than 30% inside two months nine times since 2011, so the question is not whether it can move but what would move it. The answer is duller than a new product: demand its factories cannot meet and the capital going in to meet it. The Revenue Ceiling Sits In The", "date_published": "2026-08-14T14:10:30+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "INTC"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "INTC", "name": "Intel Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/85b52e6a-8d40-4166-afeb-66985dcf23e2/"}]}}, {"id": "source:577ad5565ceb3d37085b180dd43889fdc8959304b3f34e56d9bc27a24a1d1c2b", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-nvda-keep-dominating-ai-140727128.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-nvda-keep-dominating-ai-140727128.html", "title": "Can NVIDIA (NVDA) Keep Dominating the AI Infrastructure Boom?", "content_text": "Polen Capital Management Llc released its \"Polen Focus Growth Strategy\" Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index's 16.74% gain, as the market rally remained narrowly focused on AI infrastructure and semiconductor stocks. During the quarter, Polen Capital repositioned the portfolio toward companies benefiting from structural growth in AI infrastructure, power demand, and aerospace. Looking ahead, the managers remain confident in ", "date_published": "2026-08-14T14:07:27+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDA"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/aac9f2c0-1cf8-4512-bf00-fc4a6d07242d/"}]}}, {"id": "source:8fcdcb24829aa755a6ac34eb41421f403b255b456090eb939d1bcb1cce503643", "url": "https://finance.yahoo.com/technology/ai/articles/microsoft-msft-ai-strategy-cloud-135455507.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/microsoft-msft-ai-strategy-cloud-135455507.html", "title": "Microsoft\u2019s (MSFT) AI Strategy: Cloud Growth, Big Bets, and Key Risks", "content_text": "Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for \"Aoris International Fund\". A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8\u201312% after fees over a 5\u20137-year market cycle. During the June quarter, international equity markets, as represented by the MSCI AC World Accumulation Index ex Australia, returned 13.8% in AUD terms. In local currencies, the return 15.1%. The Portfolio's Class A (Unhedged) returned ", "date_published": "2026-08-14T13:54:55+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSFT", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a6ce2775-661b-4671-84b0-0309a12a4ddb/"}]}}, {"id": "source:af3f08b35c5d1177ecddbab8b0ca87160416bfe0253b46c8879aedc105a126d5", "url": "https://finance.yahoo.com/video/reddit-climbs-applied-materials-gemini-134931604.html", "external_url": "https://finance.yahoo.com/video/reddit-climbs-applied-materials-gemini-134931604.html", "title": "Reddit Climbs, Applied Materials, Gemini Fall | Stock Movers", "content_text": "On this episode of Stock Movers:Drone companies including AeroVironment Inc. (AVAV), Aevex Corp. (AVEX), and Unusual Machines Inc. (UMAC) rose on news that the Trump administration plans to apply a 100% tariff on imports of unmanned aircraft systems and their components.Applied Matierals (AMAT) fell despite an earnings forecast that topped estimates. Investors had a muted reaction to earnings even though the stock has more than doubled this year. Gemini Space Station (GEMI) fell as the crypto platform's earnings report faced crypto market headwinds and a wider-than-expected adjusted Ebitda los", "date_published": "2026-08-14T13:49:31+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:98e6622ebd737bc7d3be32b6a7c011fb666882207fe86ba988c68c53ba2bfbbc", "url": "https://seekingalpha.com/news/4633278-globant-tumbles-on-outlook-cut-wedbush-downgrade?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4633278-globant-tumbles-on-outlook-cut-wedbush-downgrade?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "Globant tumbles on outlook cut, Wedbush downgrade", "content_text": "[Globant glass building with blue sky in the background] Arturo Rosenow * Shares of Globant (GLOB [https://seekingalpha.com/symbol/GLOB]) tumbled 12% on Friday after it [https://seekingalpha.com/news/4633063-globant-stock-plunges-after-full-year-outlook-cut] cut its full-year outlook, prompting Wedbush Securities to downgrade the software development firm. * \u201cWe are downgrading shares of Globant from OUTPERFORM to NEUTRAL while lowering our price target from $54 to $37 reflecting ~6x our 2027 EPS estimate as we believe GLOB can no longer rebound over the next 12 months with the legacy T&M busi", "date_published": "2026-08-14T13:42:46+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Analyst action", "GLOB"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "GLOB", "name": "Globant S.A.", "sentiment_url": "https://sharemaestro.com/sentiment/0f30fdd3-a37c-4027-a350-7d41819b9aa0/"}]}}, {"id": "source:871038a816a1eed4322e3988e10f1b00cfca0dd09a6f48dd46d5b3825328231f", "url": "https://finance.yahoo.com/technology/ai/articles/apple-focus-houston-ai-manufacturing-125105466.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/apple-focus-houston-ai-manufacturing-125105466.html", "title": "Apple in Focus as New Houston AI Manufacturing Hub Opens", "content_text": "This article first appeared on GuruFocus. Apple (NASDAQ:AAPL) is adding a training hub to its growing Houston manufacturing footprint, giving small and midsize companies access to equipment and instruction focused on advanced production methods. The 20,000-square-foot center operates inside Apple's Houston complex, where the company already builds and ships advanced AI servers. Production of the Mac mini is also scheduled to begin at the location later this year. Warning! GuruFocus has detected 3 Warning Signs with MU. Is AAPL fairly valued? Test your thesis with our free DCF calculator. Progr", "date_published": "2026-08-14T12:51:05+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "AAPL"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a5e57e69-c218-4410-8302-b4a7bd7f36fd/"}]}}, {"id": "source:8f3c6a6eb9ffcc3594715e0de1f3c678829feb233496478b5f2c1bad1531b734", "url": "https://finance.yahoo.com/markets/stocks/articles/gary-black-warns-elon-musk-123117823.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/gary-black-warns-elon-musk-123117823.html", "title": "Gary Black Warns Elon Musk: Tesla Can\u2019t Match Apple's Marketing Relying Only on \u2018Word-of-Mouth and the CEO\u2019s Posts on X\u2019", "content_text": "Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Prominent investor Gary Black has issued a stark warning to Elon Musk, asserting that Tesla Inc. cannot match Apple Inc.'s $4.4 trillion valuation by relying solely on \"word-of-mouth and the CEO's posts on X,\" while calling for an urgent shift toward professional marketing leadership. Call for Marketing Leadership In a detailed analysis shared on X, Black argued that despite Tesla's $1.3 trillion market cap, the automaker has repeatedly failed to invest in the marketing leadership needed to exp", "date_published": "2026-08-14T12:31:17+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "AAPL"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a5e57e69-c218-4410-8302-b4a7bd7f36fd/"}]}}, {"id": "source:7f29009cf644242ee24f8b725f1148d97f4c79069081538b4d3afbf2106b43bb", "url": "https://seekingalpha.com/news/4633180-intels-capital-raise-could-imply-foundry-progress-expanding-customer-base-gf?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4633180-intels-capital-raise-could-imply-foundry-progress-expanding-customer-base-gf?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "Intel's capital raise could imply foundry progress, expanding customer base: GF", "content_text": "Intel's (INTC [https://seekingalpha.com/symbol/INTC]) $23B [https://x.com/LipBuTan1/status/2088029999748321326?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Etweet] capital raise [https://seekingalpha.com/news/4630452-intel-upsizes-stock-offering-to-20b-prices-at-95] this week could imply that the semiconductor giant has made progress in its all-important foundry unit, and as such, an expanding customer base, GF Securities said. Shares rose fractionally in premarket trading on Friday. \u201cWe view the implications of the share offerings as constructive given the CEO\u2019s subscription and the implied", "date_published": "2026-08-14T12:26:48+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Analyst action", "INTC"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "INTC", "name": "Intel Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/85b52e6a-8d40-4166-afeb-66985dcf23e2/"}]}}, {"id": "source:936af5885c41494bca8135bf51b07d78f3af3cd7a5e73241cd466c5326d302cb", "url": "https://finance.yahoo.com/m/645d06ea-177b-34fc-8486-e499edaa1c62/why-quantinuum-is-teaming-up.html", "external_url": "https://finance.yahoo.com/m/645d06ea-177b-34fc-8486-e499edaa1c62/why-quantinuum-is-teaming-up.html", "title": "Why Quantinuum Is Teaming Up with Apple Manufacturer Quanta Computer", "content_text": "Just days after Quantinuum\u2019s first earnings report as a public company, the quantum leader unveils a partnership with Taiwan\u2019s Quanta Computer. Continue Reading", "date_published": "2026-08-14T12:18:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AAPL"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a5e57e69-c218-4410-8302-b4a7bd7f36fd/"}]}}, {"id": "source:43fd2302ba641a4b8b4d0862d1752639f25fecbe72c7151ee80fdfaf9749b03a", "url": "https://finance.yahoo.com/m/645d06ea-177b-34fc-8486-e499edaa1c62/quantinuum-is-working-with.html", "external_url": "https://finance.yahoo.com/m/645d06ea-177b-34fc-8486-e499edaa1c62/quantinuum-is-working-with.html", "title": "Quantinuum Is Working With This Apple Partner to Scale Quantum Computing", "content_text": "Just days after Quantinuum\u2019s first earnings report as a public company, the quantum leader unveils a partnership with Taiwan\u2019s Quanta Computer. Continue Reading", "date_published": "2026-08-14T12:18:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AAPL"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a5e57e69-c218-4410-8302-b4a7bd7f36fd/"}]}}, {"id": "source:a94d7eed98c617bdee3b96a9a17aaf62e3ad35b994c5cad2145d64442f1aa01b", "url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-stock-falls-earnings-121600075.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-stock-falls-earnings-121600075.html", "title": "Applied Materials Stock Falls After Earnings Beat -- Here's Why", "content_text": "This article first appeared on GuruFocus. Applied Materials (NASDAQ:AMAT) shares fell about 5% early Friday after the semiconductor equipment maker reported fiscal third-quarter results above Wall Street expectations and lifted its outlook. Revenue increased 25% from a year earlier to $9.12 billion, topping the $8.99 billion consensus estimate. Adjusted earnings rose 41% to $3.50 per share. Warning! GuruFocus has detected 2 Warning Sign with SNDK. Is AMAT fairly valued? Test your thesis with our free DCF calculator. For the fiscal fourth quarter, Applied Materials expects revenue of about $10.", "date_published": "2026-08-14T12:16:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:dc8b37b9f1329642068fc32b0c9f60c1280a71102d611e12f600e99df9468452", "url": "https://finance.yahoo.com/technology/ai/articles/ibm-ibm-openai-together-ai-121144216.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/ibm-ibm-openai-together-ai-121144216.html", "title": "Should IBM\u2019s (IBM) OpenAI and Together AI Deals Recast Its Role in Enterprise AI Infrastructure?", "content_text": "Earlier this week, International Business Machines Corporation announced a wide-ranging partnership with OpenAI and a multi\u2011year US$240 million agreement with Together AI to deploy NVIDIA-powered AI infrastructure on IBM Cloud for large\u2011scale open\u2011source model inference. By embedding OpenAI's frontier models directly into IBM Consulting and standing up a dedicated OpenAI Practice, IBM is signaling an intensified push to become a core enterprise AI implementation partner across regulated industries and complex legacy environments. We'll now examine how IBM's decision to embed OpenAI models into", "date_published": "2026-08-14T12:11:44+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "IBM"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e7042913-d309-4f9d-9ea7-a4fe16a19e88/"}]}}, {"id": "source:944ac05f2ab375e3fb57effacd10c004d7be4c06211e85d3a833a7a291f01dd1", "url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-earnings-look-amat-114900359.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-earnings-look-amat-114900359.html", "title": "Applied Materials Earnings: What To Look For From AMAT", "content_text": "Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) will be reporting results this Thursday after the bell. Here's what to expect. Applied Materials beat analysts' revenue expectations last quarter, reporting revenues of $7.91 billion, up 11.4% year on year. It was an exceptional quarter for the company, with revenue guidance for next quarter exceeding analysts' expectations and an impressive beat of analysts' operating income estimates. Is Applied Materials a buy or sell going into earnings? Read our full analysis here, it's free for active Edge members. This quarter, the mar", "date_published": "2026-08-14T11:49:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:1ce8b66e6915c7164c8c414f82e96a1462421e66a7fc921c14d7fe85ac8dadf3", "url": "https://www.nasdaq.com/articles/not-micron-not-sandisk-artificial-intelligence-ai-memory-stock-could-be-next-nvidia", "external_url": "https://www.nasdaq.com/articles/not-micron-not-sandisk-artificial-intelligence-ai-memory-stock-could-be-next-nvidia", "title": "Not Micron, Not Sandisk. This Artificial Intelligence (AI) Memory Stock Could Be the Next Nvidia.", "content_text": "Key Points Demand for high bandwidth memory, DRAM, and NAND flash storage is on the rise. Micron and Sandisk are two of the best-known players in the AI memory segment. A rival from Korea may offer more compelling upside in the long run as AI infrastructure spend accelerates. 10 stocks we like better than SK Hynix \u203a The artificial intelligence (AI) revolution started with a scramble for processing power, as graphics processing units (GPUs) from Nvidia(NASDAQ: NVDA) powered large language model training. Although GPUs remain top of mind for hyperscalers, demand has also begun to shift toward cu", "date_published": "2026-08-14T11:20:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "MU"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MU", "name": "Micron Technology, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/091a4f13-9921-4a9c-a6e5-d2c96f47a1d1/"}]}}, {"id": "source:51500aa9d453f3e7f8ea0155f6d7ae5a80a4dd00806306f23d17b038d185bcf1", "url": "https://news.google.com/rss/articles/CBMi7AFBVV95cUxQS0VPWWRkeHJ6T3ZsT21FOWdkSEVjRGlaMUt0ZGVoWnVaOWdqQTh6b2licUs3RzJ1U3ZYOERYcnZuOEFBQlpydVhHbnN1eTFkU1FkSEVLYmtGOUhYZTZZVzlrX0FqeXRQMDE3dlJkbllhRTU3U2d6allmX0RPODU3SVl1V0VjaFc1T3FINEg3WDF0VkVEajNtZnNfUzlKRklvRFRlQ3pzQU0tNG9vSnloS0xzRjE2TEViaDZQaXdUNlNNa1BJSmEzZXRQSG1DMEZ5LUpUdWRWZUZNUlBCT2o4UXVxa1hpaWhJU2tONw?oc=5", "external_url": "https://news.google.com/rss/articles/CBMi7AFBVV95cUxQS0VPWWRkeHJ6T3ZsT21FOWdkSEVjRGlaMUt0ZGVoWnVaOWdqQTh6b2licUs3RzJ1U3ZYOERYcnZuOEFBQlpydVhHbnN1eTFkU1FkSEVLYmtGOUhYZTZZVzlrX0FqeXRQMDE3dlJkbllhRTU3U2d6allmX0RPODU3SVl1V0VjaFc1T3FINEg3WDF0VkVEajNtZnNfUzlKRklvRFRlQ3pzQU0tNG9vSnloS0xzRjE2TEViaDZQaXdUNlNNa1BJSmEzZXRQSG1DMEZ5LUpUdWRWZUZNUlBCT2o4UXVxa1hpaWhJU2tONw?oc=5", "title": "UBS recorta el precio objetivo de Applied Materials por preocupaciones sobre m\u00e1rgenes", "content_text": "UBS recorta el precio objetivo de Applied Materials por preocupaciones sobre m\u00e1rgenes", "date_published": "2026-08-14T11:08:40+00:00", "authors": [{"name": "Investing.com Espa\u00f1a"}], "tags": ["Market update", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:bfadfec328d2ffae53f5bfbe4144361ba2bed32f2f45c43064efa0f5d900a6a2", "url": "https://finance.yahoo.com/technology/ai/articles/does-nvidia-nvda-gain-ai-101028140.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/does-nvidia-nvda-gain-ai-101028140.html", "title": "What Does Nvidia (NVDA) Gain From Its New AI Factory Push In India?", "content_text": "Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Nvidia (NasdaqGS:NVDA) has awarded India's Larsen & Toubro a major contract to build a dedicated AI factory for the chipmaker. The project expands Nvidia's AI infrastructure presence into India, targeting capacity in a regional market. The AI factory is intended to support Nvidia's broader ecosystem of partners and customers that rely on its accelerated computing platforms. This kind of AI infrastructure build out is shaping a wider group of companies that benefit from demand for data ce", "date_published": "2026-08-14T10:10:28+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "NVDA"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/aac9f2c0-1cf8-4512-bf00-fc4a6d07242d/"}]}}, {"id": "source:96a69d1173490461712bb4146e27855ec453e0f855550a127c219855297bb3da", "url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-sees-another-record-100145950.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-sees-another-record-100145950.html", "title": "Applied Materials Sees Another Record Year in 2027 As AI Demand Gives It \u2018Unprecedented Visibility\u2019", "content_text": "Applied Materials, Inc.(NASDAQ:AMAT) stock fell in premarket trading Friday after the chip equipment maker reported third-quarter results after Thursday's market close. Applied Materials Posts Record Margins Applied Materials reported third-quarter revenue of $9.12 billion, above analyst estimates of $8.99 billion. Adjusted earnings of $3.50 per share also topped estimates of $3.40. Revenue rose 15% sequentially and 25% from a year earlier. Adjusted gross margin reached a record 50.4%, up 150 basis points year over year. That marked the company's 13th straight quarter of year-over-year gross m", "date_published": "2026-08-14T10:01:45+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Capital return", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:97db093a60195832f518faa4e11d03c368bf0bf3eb796ed4f94da95329b6b5ff", "url": "https://seekingalpha.com/news/4633063-globant-stock-plunges-after-full-year-outlook-cut?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4633063-globant-stock-plunges-after-full-year-outlook-cut?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "Globant stock plunges after full-year outlook cut", "content_text": "Shares of Globant (GLOB [https://seekingalpha.com/symbol/GLOB]) plunged nearly 15% in premarket trading Friday after the digital transformation services company reported mixed second-quarter results and cut its full-year 2026 outlook. Globant reported Q2 non-GAAP EPS of $1.40, missing [https://seekingalpha.com/news/4632790-globant-non-gaap-eps-of-1_40-misses-by-0_10-revenue-of-614_42m-beats-by-1_57m]analysts\u2019 estimates by $0.10, while revenue of $614.42M (flat Y/Y) beat expectations by $1.57M. The bigger concern for investors appears to be the company\u2019s outlook. The company lowered its full-ye", "date_published": "2026-08-14T09:09:24+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Earnings", "GLOB"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "GLOB", "name": "Globant S.A.", "sentiment_url": "https://sharemaestro.com/sentiment/0f30fdd3-a37c-4027-a350-7d41819b9aa0/"}]}}, {"id": "source:dc4801464b74992086d5e103ccc698d455c108b13670159309557a16e13c11d0", "url": "https://seekingalpha.com/news/4633064-biggest-stock-movers-friday-amat-nu-and-more?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4633064-biggest-stock-movers-friday-amat-nu-and-more?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "Biggest stock movers Friday: AMAT, NU, and more", "content_text": "[Abstract Financial Data Visualization with Digital Stock Market Graphs] AlexSecret Stock futures were largely unchanged early Friday, as investors evaluated cooling inflation data alongside a fresh batch of tech-sector earnings reports. Here are some of Friday's biggest stock movers: BIGGEST STOCK GAINERS * REDDIT (RDDT [https://seekingalpha.com/symbol/RDDT]) +12% - Shares surged after S&P Dow Jones Indices announced that Reddit will replace AvalonBay Communities (AVB) in the S&P 500, effective before trading opens on August 18. The change follows Equity Residential\u2019s (EQR) pending acquisitio", "date_published": "2026-08-14T09:01:52+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:a81eb40ad6514bcf5d0f9986fa48c1c9b24bf7cf0f1f7d3c4f6f1c955521ef2e", "url": "https://news.google.com/rss/articles/CBMi7AFBVV95cUxPU3hraHM5TkRKeGlRdmpfdDJ1QWEtMDEyRUdWdFZOOW1WVHJNR2lOUU12Ym8zYmhOZmFseHZvU1I4Q3k0QjdDWWpyQjZuQzVSa0dwMTlyck5yaERxUW1XeG5nZThqMVFXMGF6dFZfWlFqR01meGFtT0xtbndzdVRkUHRsSzF3bk9Tb1hiQzM5dG56a29mMlFuVE5QZlA2U0hmeW5hMnFXTWJzSnp2TDl0Z2dRS3dtZTVxOWR4ZDhDejFLTjBNYjRnZ1Z1UUlqOVdLQ3poaUFSYU9pclkwZURWZ3h0T2UtVzIwNmpPNw?oc=5", "external_url": "https://news.google.com/rss/articles/CBMi7AFBVV95cUxPU3hraHM5TkRKeGlRdmpfdDJ1QWEtMDEyRUdWdFZOOW1WVHJNR2lOUU12Ym8zYmhOZmFseHZvU1I4Q3k0QjdDWWpyQjZuQzVSa0dwMTlyck5yaERxUW1XeG5nZThqMVFXMGF6dFZfWlFqR01meGFtT0xtbndzdVRkUHRsSzF3bk9Tb1hiQzM5dG56a29mMlFuVE5QZlA2U0hmeW5hMnFXTWJzSnp2TDl0Z2dRS3dtZTVxOWR4ZDhDejFLTjBNYjRnZ1Z1UUlqOVdLQ3poaUFSYU9pclkwZURWZ3h0T2UtVzIwNmpPNw?oc=5", "title": "Applied Materials cede terreno ante la exigencia de los inversores de un mayor crecimiento tras su racha alcista", "content_text": "Applied Materials cede terreno ante la exigencia de los inversores de un mayor crecimiento tras su racha alcista", "date_published": "2026-08-14T08:55:21+00:00", "authors": [{"name": "MarketScreener Espa\u00f1a"}], "tags": ["Market update", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:1fa5abaa06085e17529d95291fc687a6d5ce50fc621befa9efbade10e1ab40d8", "url": "https://www.nasdaq.com/articles/apple-unveils-advanced-manufacturing-center-houston-train-small-medium-sized-businesses", "external_url": "https://www.nasdaq.com/articles/apple-unveils-advanced-manufacturing-center-houston-train-small-medium-sized-businesses", "title": "Apple Unveils Advanced Manufacturing Center In Houston To Train Small, Medium-sized Businesses", "content_text": "(RTTNews) - Tech major Apple Inc. (AAPL) late Thursday announced that it has opened its new Advanced Manufacturing Center or AMC in Houston, offering free training and educational sessions for small- and medium-sized businesses. With the AMC, Apple plans to equip American workers with the required critical skills to lead the next generation of technology. The center, which is Apple's second U.S. manufacturing learning site, provides direct experience with state-of-the-art equipment, interactive labs, and tools they need to accelerate innovation. Inside the center, Apple experts will share thei", "date_published": "2026-08-14T06:59:16+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Market update", "AAPL"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a5e57e69-c218-4410-8302-b4a7bd7f36fd/"}]}}, {"id": "source:fa9a8a7d6cb005bd53497217b88c10273422adab1089ed9ffffa78ae477534f9", "url": "https://seekingalpha.com/news/4633034-applied-materials-expects-10_25b-q4-revenue-amid-projected-2026-packaging-growth-of-more-than?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4633034-applied-materials-expects-10_25b-q4-revenue-amid-projected-2026-packaging-growth-of-more-than?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "Applied Materials expects $10.25B Q4 revenue amid projected 2026 packaging growth of more than 70%", "content_text": "Earnings Call Insights: Applied Materials (AMAT) Q3 fiscal 2026 MANAGEMENT VIEW * \"In our third fiscal quarter of 2026, Applied Materials delivered another set of record-breaking results, including the highest quarter-on-quarter revenue growth in the company's history,\" said (President, CEO & Executive Director Gary Dickerson), tying stronger 2026 tool demand to customers \"address[ing] clean room space constraints\" and to \"longer-term commitments and rolling 8-quarter forecasts.\" * \"This increased demand visibility gives us high confidence that 2027 will be another strong growth year for Appli", "date_published": "2026-08-14T05:29:25+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:e72533e2067b6080eb21f14a5acebf6862ba3779803cf2842ec7cf852d06795d", "url": "https://finance.yahoo.com/technology/ai/articles/globant-sa-glob-q2-2026-050324527.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/globant-sa-glob-q2-2026-050324527.html", "title": "Globant SA (GLOB) (Q2 2026) Earnings Call Highlights: AI Pods Drive 60% Surge in Glob AI ARR, ...", "content_text": "This article first appeared on GuruFocus. Revenue: $614.4 million in Q2 2026, within guided range, up 1.2% sequentially and slightly up year over year. Glob AI ARR: $52.8 million as of June, up from $32.8 million in March, roughly 60% growth in a single quarter; expected to surpass $110 million by year-end. Adjusted Gross Margin: 36.5%, slightly down due to USD weakness and utilization below targets. Adjusted Operating Margin: 13.2%, below guided range. Adjusted Net Income: $60.3 million with a 9.8% adjusted net income margin. Adjusted Diluted EPS: $1.40 for Q2 2026. Free Cash Flow: $12.6 mill", "date_published": "2026-08-14T05:03:24+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "GLOB"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "GLOB", "name": "Globant S.A.", "sentiment_url": "https://sharemaestro.com/sentiment/0f30fdd3-a37c-4027-a350-7d41819b9aa0/"}]}}, {"id": "source:c164259fa2e8611335c3d20ee93a029e9ae6ed1a3e66d4ad713198f685e1f9f8", "url": "https://www.nasdaq.com/articles/chuck-robbins-says-ai-fueling-networking-supercycle-ciscos-guide-puts-75-billion-number-it", "external_url": "https://www.nasdaq.com/articles/chuck-robbins-says-ai-fueling-networking-supercycle-ciscos-guide-puts-75-billion-number-it", "title": "Chuck Robbins Says AI Is Fueling a "Networking Supercycle." Cisco's Guide Puts a $7.5 Billion Number on It.", "content_text": "Key Points Cisco took $9.3 billion of AI infrastructure orders from hyperscalers in fiscal 2026, including $4 billion in the fourth quarter alone. Management expects $7.5 billion of AI infrastructure revenue from hyperscalers in fiscal 2027, roughly a tenth of guided revenue. Fourth-quarter gross margin fell 210 basis points on a heavier hardware mix and memory costs.10 stocks we like better than Cisco Systems \u203a Cisco Systems(NASDAQ: CSCO) delivered about as strong a close to fiscal 2026 as investors could have asked for. Fourth-quarter revenue rose 18% year over year to a record $17.3 billion", "date_published": "2026-08-14T03:13:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "CSCO"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "CSCO", "name": "Cisco Systems, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/3c8ebf20-8bea-40ee-a7f8-a56de9366180/"}]}}, {"id": "source:db2cd473d500b0f4316c1616dfdd9d5bfc60ad82937e9145544322203a162be0", "url": "https://finance.yahoo.com/technology/ai/articles/michael-burry-calls-nvidia-500-013002467.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/michael-burry-calls-nvidia-500-013002467.html", "title": "Michael Burry Calls Nvidia\u2019s $500 Billion AI Financing Push a \u2018Wall Street Stunt\u2019: \u2018Meet the New Boss\u2026'", "content_text": "Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Famed investor Michael Burry has targeted Nvidia Corp.'s push to unlock over $500 billion in artificial intelligence infrastructure financing, calling the initiative a \"Wall Street stunt\" that relies on opaque private credit arrangements. Inside Nvidia's Deal Structure Nvidia recently signed a memorandum of understanding with six major Wall Street asset managers\u2014Apollo Global Management, BlackRock, Blackstone, Brookfield Asset Management, Goldman Sachs, and KKR\u2014to create specialized compute fin", "date_published": "2026-08-14T01:30:02+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "NVDA"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/aac9f2c0-1cf8-4512-bf00-fc4a6d07242d/"}]}}, {"id": "source:507bd3aad2930e8328abb892860b8ca49443f17008521faade510e594853ba26", "url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-amat-stock-looks-001537771.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-amat-stock-looks-001537771.html", "title": "Applied Materials (AMAT) Stock Looks Fully Priced After A 332% Run", "content_text": "Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Applied Materials stock has surged over the past few years and is now trading near US$534, yet the company only scores well on a small fraction of Simply Wall St's valuation checks. After such a strong run, the question is whether recent enthusiasm for AI chip infrastructure has left Applied Materials looking more expensive than its fundamentals justify. Applied Materials has returned about 331.5% over the past 5 years, which puts long term holders in a very strong position but ra", "date_published": "2026-08-14T00:15:37+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:7fd847c354a264fc8a38bf3b290c2125b247cf61a24eb9e041eb00112d9c40ea", "url": "https://news.google.com/rss/articles/CBMiXkFVX3lxTE5BLWpGMEEybFV3eWFaTHp1Q243cUdvUjc1TkRpME42d01MOGFTQ0F2d0M1bDFtTDR2a2RoQW9tLTB3SFg2dS15TkRHbFBBS2JhQ3gtR3VuOUVyaEF2cXc?oc=5", "external_url": "https://news.google.com/rss/articles/CBMiXkFVX3lxTE5BLWpGMEEybFV3eWFaTHp1Q243cUdvUjc1TkRpME42d01MOGFTQ0F2d0M1bDFtTDR2a2RoQW9tLTB3SFg2dS15TkRHbFBBS2JhQ3gtR3VuOUVyaEF2cXc?oc=5", "title": "CSCO|Cisco Systems Inc|Precio:113.150|Variaci\u00f3n %:-0.320", "content_text": "CSCO|Cisco Systems Inc|Precio:113.150|Variaci\u00f3n %:-0.320", "date_published": "2026-08-14T00:13:00+00:00", "authors": [{"name": "TradingKey"}], "tags": ["Market update", "CSCO"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "CSCO", "name": "Cisco Systems, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/3c8ebf20-8bea-40ee-a7f8-a56de9366180/"}]}}, {"id": "source:196a538e97a05ea2a7ee716441c92f8ff211ca46875c4ab4c1ef5152d7049dfc", "url": "https://finance.yahoo.com/markets/stocks/articles/stoneco-ltd-stne-q2-earnings-225003842.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/stoneco-ltd-stne-q2-earnings-225003842.html", "title": "StoneCo Ltd. (STNE) Q2 Earnings Beat Estimates", "content_text": "StoneCo Ltd. (STNE) came out with quarterly earnings of $0.47 per share, beating the Zacks Consensus Estimate of $0.46 per share. This compares to earnings of $0.39 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +2.17%. A quarter ago, it was expected that this company would post earnings of $0.42 per share when it actually produced earnings of $0.42, delivering no surprise. Over the last four quarters, the company has surpassed consensus EPS estimates two times. StoneCo, which belongs to the Zacks Internet - So", "date_published": "2026-08-13T22:50:03+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "STNE"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "STNE", "name": "StoneCo Ltd.", "sentiment_url": "https://sharemaestro.com/sentiment/26101206-97f8-4d15-a9bd-1ebd8638835b/"}]}}, {"id": "source:e15ece928f1a688ad894cb2b9b269a50158fb3b79a7dd5b95b823cd739d2137f", "url": "https://news.google.com/rss/articles/CBMi0wFBVV95cUxOXzBlQzJ3b24wbzE5MVVyZHNfSFN2NlpHSUJzMUFlZ3huaDBLOEt0bEJReGxRZ0RxeXA0MlFRdUNWVlNqRW8yd1F5N1lXcWJFTmIwWDdLaE9FVzhpTkhaTjNPc21nN2Q3bFluSGlHd1VZRDQ0SDFDZDdNUVJTTTVydTBFaTJVMUdVUGdhOHB1ZXk0V3AySmtpcmdrb0hGTTB6cGp2b3pIeUcxVEl0STdiWm1hNHVLMjNYZ003b1AtWktnTjBmdmtkS2JsbE5MTjVMMWlN?oc=5", "external_url": "https://news.google.com/rss/articles/CBMi0wFBVV95cUxOXzBlQzJ3b24wbzE5MVVyZHNfSFN2NlpHSUJzMUFlZ3huaDBLOEt0bEJReGxRZ0RxeXA0MlFRdUNWVlNqRW8yd1F5N1lXcWJFTmIwWDdLaE9FVzhpTkhaTjNPc21nN2Q3bFluSGlHd1VZRDQ0SDFDZDdNUVJTTTVydTBFaTJVMUdVUGdhOHB1ZXk0V3AySmtpcmdrb0hGTTB6cGp2b3pIeUcxVEl0STdiWm1hNHVLMjNYZ003b1AtWktnTjBmdmtkS2JsbE5MTjVMMWlN?oc=5", "title": "Informe de resultados de StoneCo: resultados mixtos en el segundo trimestre de 2026", "content_text": "Informe de resultados de StoneCo: resultados mixtos en el segundo trimestre de 2026", "date_published": "2026-08-13T22:17:00+00:00", "authors": [{"name": "Investing.com Espa\u00f1a"}], "tags": ["Market update", "STNE"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "STNE", "name": "StoneCo Ltd.", "sentiment_url": "https://sharemaestro.com/sentiment/26101206-97f8-4d15-a9bd-1ebd8638835b/"}]}}, {"id": "source:3c1a174890348f1d8693c87d2b7ca69eb731701f9edac08a6439b163b201aa17", "url": "https://finance.yahoo.com/technology/ai/articles/micron-mu-using-ai-fund-221458959.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/micron-mu-using-ai-fund-221458959.html", "title": "Is Micron (MU) Using Its New AI Fund to Quietly Redefine Its Memory Strategy?", "content_text": "In August 2026, Micron Technology launched the Micron Ventures Paradigm Fund, a US$250 million vehicle that invests across the AI technology stack, covering model architectures, compute infrastructure, enterprise applications, and physical AI, to deepen partnerships and gain earlier insight into future memory and storage needs. By targeting startups that will shape tomorrow's AI infrastructure, the Paradigm Fund effectively turns Micron's venture arm into an early-warning system for shifts in memory demand and product requirements. We'll now examine how Micron's new Paradigm Fund, aimed at see", "date_published": "2026-08-13T22:14:58+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Regulatory and legal", "MU"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MU", "name": "Micron Technology, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/091a4f13-9921-4a9c-a6e5-d2c96f47a1d1/"}]}}, {"id": "source:70a868f07c62c652b1f40b14217f651a2a2ee6ddfdfa4cc1508d19ad483f1662", "url": "https://finance.yahoo.com/technology/ai/articles/apple-houston-ai-manufacturing-hub-221322344.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/apple-houston-ai-manufacturing-hub-221322344.html", "title": "How Apple\u2019s New Houston AI Manufacturing Hub Could Reshape the AAPL Investment Narrative", "content_text": "Apple recently opened its Advanced Manufacturing Center in Houston, a 20,000-square-foot facility that offers free smart-manufacturing training to U.S. small- and medium-sized businesses while co-locating production of advanced AI servers and upcoming Mac mini assembly. The center extends Apple's American Manufacturing Program beyond Detroit's Apple Manufacturing Academy, directly linking its AI server operations with hands-on workforce development for suppliers, entrepreneurs, and local students. We'll now examine how this expanded U.S. manufacturing footprint, alongside rising component cost", "date_published": "2026-08-13T22:13:22+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AAPL"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a5e57e69-c218-4410-8302-b4a7bd7f36fd/"}]}}]}