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Chasing NVIDIA? Western Digital May Be the Smarter AI Bet

With the rise of artificial intelligence (AI), NVIDIA Corporation NVDA has emerged as a prime beneficiary, with its shares soaring and helping the company surpass a $5-trillion market capitalization. The rally has been fueled by incessant demand for NVIDIA's advanced chips and CUDA software …

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

Micron, SpaceX, Rocket Lab, Fermi, AppLovin, and More Stocks That Explain Today’s Market

The latest consumer price index numbers come out Wednesday. Micron Technology dropped 0.8% to $854.05. The stock has declined 12% over the past month and well short of its peak of more than $1,200 reached in late June on concerns about the sustainability of …

MU main company INTC mentioned
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

Marvell Could Be Next Winner in Microsoft AI Bet

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is reportedly preparing to unveil its next-generation Maia 300 AI accelerator, a move Wedbush says could create a meaningful new opportunity for Marvell Technology (NASDAQ:MRVL) and Taiwan Semiconductor Manufacturing (NYSE:TSM). The key issue for investors is …

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

Sector Update: Tech Stocks Mixed Tuesday Afternoon

Tech stocks were mixed Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (X PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already …

INTC mentioned
Sharemaestro market context Trend signal active 52 weeks +411.9% · Next-week setup positive 59.2% INTC stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Market Indexes Drift Lower While Most Stocks Rise

Wall Street is saving its energy for Wednesday morning's inflation report, which should decide where this calm market goes next. Meanwhile, the top stock market indexes look pretty quiet again. The Dow Jones Industrial Average (DJINDICES: ^DJI) is down 0.08%, the S&P 500 (SNPINDEX: …

MU mentioned
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

Intel makes another $15 billion vital move as AI demand accelerates

Time and again, I've seen the same movie at Intel, from different angles. From the layoffs, the 18A yield progress, the management restructuring, the CHIPS Act subsidies, and the Q2 beat, which was the company's strongest revenue growth in 15 years. Each piece of …

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 Sees AI Inference Fueling Explosive Data Center Growth in 2027

Key Points Interested in Advanced Micro Devices, Inc.? Here are five stocks we like better. AMD expects data center revenue to grow by much more than 100% in 2027, driven by rising AI inference demand and agentic AI workloads. Its server business already grew …

AMD main company
Sharemaestro market context Trend signal active 52 weeks +220.9% · Next-week setup positive 55.6% AMD stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Nvidia Taps Wall Street for $500 Billion Funding Commitment

US investment giants including Apollo Global Management Inc., Blackstone Inc., BlackRock Inc. and Brookfield Asset Management are partnering with Nvidia Corp. to source $500 billion in financing for artificial intelligence infrastructure. Bloomberg's Ed Ludlow joins to discuss this as well as Intel raised $20 …

INTC mentioned
Sharemaestro market context Trend signal active 52 weeks +411.9% · Next-week setup positive 59.2% INTC stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Stocks Finish Lower as Soaring Crude Prices Spur Inflation Fears

The S&P 500 Index ($SPX) (SPY) closed down -0.06% on Monday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.11%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.34%. September E-mini S&P futures (ESU26) fell -0.07%, and September E-mini Nasdaq futures (NQU26) …

MU mentioned ADI mentioned
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

Elon Musk Says Memory Is Now AI's Biggest Bottleneck. Here's What That Means for Micron and Sandisk.

Key Points Elon Musk stated that memory chip production capacity is growing much more slowly than demand. Both Sandisk and Micron shares are inexpensively priced.10 stocks we like better than Sandisk › Listening to earnings calls can be a great way for investors to …

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

Intel's huge rally is helping pay for its AI comeback

In today's Chart of the Day, Yahoo Finance Markets & Data Editor Jared Blikre dives into Intel's (INTC) rally and how the chipmaker's surging stock price saved the company millions as it prepares to issue $20 billion in new common stock. Video Transcript 00:00 …

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

monday.com Q2 Earnings & Revenues Surpass Estimates, Increase Y/Y

monday.com MNDY reported second-quarter 2026 non-GAAP earnings of $1.48 per share, up 35.8% year over year and surpassing the Zacks Consensus Estimate by 29.82%. Revenues rose 22% to $364.6 million and beat the consensus mark by 2.72%. The quarter benefited from stronger operating profitability …

ADI mentioned
Sharemaestro market context Trend signal active 52 weeks +99.7% · Next-week setup positive 56.0% ADI stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Michael Burry Has a Stark Warning for Investors Betting on Today's Market

This article first appeared on GuruFocus. Michael Burry (Trades, Portfolio) renewed his criticism of current U.S. market valuations over the weekend, arguing that investors are placing too little weight on price and fundamentals. Warning! GuruFocus has detected 5 Warning Signs with TSLA. Is TSLA …

MU mentioned
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

Top Midday Stories: Nvidia Developing Ambitious Open-Source AI Model; Intel Upsizes Share Offering to $20 Billion

Stocks were down in late-morning trading Tuesday, as investors continued to look for signs of progre PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already …

INTC mentioned
Sharemaestro market context Trend signal active 52 weeks +411.9% · Next-week setup positive 59.2% INTC stored weekly price path from 15 Aug 2025 to 7 Aug 2026

TSMC Stock Rises as Bernstein Spots Massive CPU Opportunity

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM), the world's leading contract chipmaker, rose roughly 1.3% Tuesday as Wall Street found another leg for the AI story. Bernstein lifted its Taiwan-listed price target to NT$3,300, with the Wall Street Journal reporting that …

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

Trump administration decided not to participate in Intel secondary but gave blessing: report

[Intel headquarters in Santa Clara, California, USA] JHVEPhoto * The Trump Administration decided not to participate in Intel's (INTC [https://seekingalpha.com/symbol/INTC]) secondary offering but approved of the semiconductor giant doing so, Semafor reported. * Intel CEO Lip Bu-Tan spoke to Commerce Secretary Howard Lutnick, who …

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

Does Intel's Revenue Growth Signal a Turnaround in Its Fortunes?

Intel Corporation INTC appears to be gaining momentum, with improving revenues highlighting a significant turnaround in the chipmaker's fortunes. Strength across the data center and client computing businesses, growing AI-related demand and improving manufacturing execution are helping revive the company's growth trajectory. The company …

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

ASML Stock Jumps 4.1% as TSMC Revenue Reignites Tool Demand

This article first appeared on GuruFocus. ASML Holding (NASDAQ:ASML), the company with a near-stranglehold on the machines needed to manufacture cutting-edge chips, jumped approximately 4.1% in Tuesday's U.S. session as investors got another reminder that the AI chip boom is still running hot. TSMC's …

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

Apple Already Increased the Price of iPhones Up to $300. Their Price Hikes Might Be Just Starting.

Quick Read Memory's share of the iPhone Pro's bill of materials surged from 10% to 34% in one year, forcing Apple to raise iPhone prices up to $300. Micron surged 202% year to date with 346% revenue growth, while Qualcomm's handset revenue fell 20% …

MU mentioned
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

Microsoft's Maia 300 Could Be a Win for Marvell and TSMC

This article first appeared on GuruFocus. Chip designer Marvell Technology Inc. (MRVL, Financials) could be among the clearest benefactors if Microsoft's Maia 300 AI accelerator ever achieves considerable scale.Wedbush analyst Matt Bryson said a substantial Microsoft order would likely benefit both Marvell and TSMC, …

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

WidePoint to Report Q2 Earnings: What's in Store for the Stock?

WidePoint WYY is scheduled to report its second-quarter 2026 earnings results on Aug. 13. For the second quarter of 2026, the Zacks Consensus Estimate for earnings is pegged at 1 cent per share, unchanged over the past 30 days, suggesting year-over-year growth of 116.67%. …

ADI mentioned
Sharemaestro market context Trend signal active 52 weeks +99.7% · Next-week setup positive 56.0% ADI stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Intel Just Increased Its Stock Offering to $20B. Why That’s Good News for ASML.

Intel stock was down after it said it plans to issue 210.5 million shares at a price of $95 a share but ASML was gaining. Continue Reading

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

Can Silicon Motion's New MonTitan SSD Solution Drive Growth?

Silicon Motion Technology Corporation SIMO has strengthened its footprint in the evolving artificial intelligence (AI) infrastructure market by introducing its MonTitan SSD Reference Design Kit (RDK). The new platform is designed to deliver high performance, predictable latency and sustained data processing to meet the …

MU mentioned
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

This Is the Big Question With Micron Technology Stock

Key Points Micron's stock trades at a discount given the uncertainty the business faces in the long run. Once the shortage in memory and storage products ends, its days of exceptionally high growth may be over. SK Hynix recently announced a significant $38 billion …

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

Nvidia, Micron, DJT, SpaceX, Rocket Lab, Plug Power, Fermi, and More Stocks That Explain Today’s Market

The chip maker’s plan to line up $500 billion in financing for its customers is getting a tentative thumbs-up from shareholders, including Cathie Wood’s ARK Invest which is scooping up shares. Micron Technology gained 0.6% to $865.94. The stock has declined 12% over the …

INTC mentioned
Sharemaestro market context Trend signal active 52 weeks +411.9% · Next-week setup positive 59.2% INTC stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Can Micron's Take-or-Pay Deals Improve Revenue Growth Visibility?

Micron Technology, Inc. MU is using take-or-pay agreements to make its memory business more predictable. The strategy is important because DRAM and NAND markets have historically been highly cyclical, with revenues and profits changing sharply as memory prices and supply conditions move. Micron's new …

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

Sector Update: Tech Stocks Edge Higher Premarket Tuesday

Technology stocks were higher premarket Tuesday, with the State Street Technology Select Sector SPDR 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 …

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

TSMC's July Revenues Soar: How Should You Play the Stock Now?

Taiwan Semiconductor Manufacturing Company TSM, or TSMC, released its July 2026 revenue report yesterday. Last month, revenues jumped 44.7% year over year to NT$ (New Taiwan Dollar) 467.58 billion, up 5.6% sequentially. Through the first seven months of 2026, revenues totaled NT$2.87 trillion, increasing …

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

ASTS Reports Wider-Than-Expected Q2 Loss Despite Revenue Growth

AST SpaceMobile, Inc. ASTS reported lackluster second-quarter 2026 results, with both top and bottom lines missing the Zacks Consensus Estimate. The company reported strong year-over-year revenue growth, driven by gateway deliveries and U.S. government contracts. It continued to expand satellite production and partnerships and …

ADI mentioned
Sharemaestro market context Trend signal active 52 weeks +99.7% · Next-week setup positive 56.0% ADI stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Can NVIDIA's Vera CPU Challenge Intel and AMD's Market Dominance?

NVIDIA Corporation NVDA is taking a bigger step into the CPU (Central Processing Unit) market with its Vera processor, designed specifically for agentic artificial intelligence (AI) workloads. The move could give NVIDIA another growth engine while increasing pressure on established server CPU leaders Intel …

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

Sony and TSMC Finalize a $4.7 Billion Chip Venture

This article first appeared on GuruFocus. Sony Group Corp. (SONY, Financials), the world's largest maker of image sensors, and TSMC have agreed to a $4.69 billion joint venture to research and produce next-generation image sensors in Japan.Sony will have a majority interest and will …

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

Intel's Stock Sale Just Grew to $20 Billion

This article first appeared on GuruFocus. Intel Corp. (INTC, Financials), the semiconductor manufacturer that's striving to reestablish its position in advanced manufacturing and AI, has made its already-massive stock sale even bigger.Intel priced a $20 billion public equity offering at $95 a share, up …

INTC main company TSM mentioned
Sharemaestro market context Trend signal active 52 weeks +411.9% · Next-week setup positive 59.2% INTC stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Micron is Gaining Share. These Bulls See More Upside Ahead

Quick Read Micron trades at just 6x trailing earnings amid relentless AI demand, yet Dr. Michael Burry has taken a notable short position against the memory giant. Alphabet's TurboQuant and Apple's on-device memory techniques signal firms are actively shrinking memory footprints, threatening Micron's long-term …

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

Micron Stock Is Down 28%, and Here Is What Investors Need to Know

Micron (NASDAQ: MU) has been one of the hottest stocks on the market this year, and even became a trillion-dollar company in May. Its stock peaked on June 25, but it has since slid sharply. As of market open on Monday, it was down …

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

JD Gears Up to Report Q2 Earnings: What's in Store for the Stock?

JD.com JD is scheduled to release second-quarter 2026 results on Aug. 13. The Zacks Consensus Estimate for JD's second-quarter revenues is pegged at $51.55 billion, indicating an increase of 3.53% on a year-over-year basis. The consensus mark for second-quarter earnings is pegged at 86 …

ADI mentioned
Sharemaestro market context Trend signal active 52 weeks +99.7% · Next-week setup positive 56.0% ADI stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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