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Norway's Wealth Fund Reveals $1.2 Billion SpaceX Stake

This article first appeared on GuruFocus. Elon Musk's space and artificial intelligence company, Space Exploration Technologies Corp. (SPCX, Financials), has a new high-profile shareholder.Norway's $2.3 trillion sovereign wealth fund declared a 0.05% investment in SpaceX valued at just over $1.2 billion, the first time …

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

A $9.1 billion AI deal just changed this Bitcoin miner’s story

Riot Platforms (RIOT) has built its company for years around one exceedingly volatile asset: Bitcoin. Artificial intelligence may be offering it a completely unique future. Riot has signed a deal with Anthropic, the company behind Claude, to offer 191 megawatts of data-center capacity at …

AMD 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

Archer Aviation Is Teaming Up With Boeing. Time to Buy the Dip?

After a relatively quiet first half of the year, Archer Aviation (NYSE: ACHR) has kicked things into high gear. It's announced a flurry of exciting developments in recent weeks, the most recent of which involves its longtime partner, aerospace giant Boeing (NYSE: BA) Archer …

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

Intel's $20B capital raise likely removes overhang, UBS says

Intel's (INTC [https://seekingalpha.com/symbol/INTC]) $20B capital raise announcement [https://seekingalpha.com/news/4630452-intel-upsizes-stock-offering-to-20b-prices-at-95] this week likely removes any overhang from the stock, investment firm UBS said on Wednesday. “When combined with pre-payments and financial commitments that we expect to accompany several forthcoming foundry deals (Google for EMIB-T, AAPL for …

INTC main company AMD 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

Why CoreWeave Stock Is Skyrocketing Today

CoreWeave (NASDAQ: CRWV) stock is having a banner day in Wednesday's trading following the company's recent quarterly report. Its share price was up 18.6% as of noon ET. The S&P 500 was up 0.2% at the same point in the day's trading, and 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

Market Chatter: Foxconn Expects AI Server Share to Rise Despite Competition

Nvidia's (NVDA) key supplier, Foxconn, said it is not worried about rising competition in artificial 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 …

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

CoreWeave's Business Is Booming, but There's Still One Massive Problem

Shares of CoreWeave (NASDAQ: CRWV) have been soaring higher after the company released its latest quarterly numbers. Yesterday, the tech company posted its second-quarter results, which showed tremendous year-over-year growth, as it continues to benefit from the insatiable demand for compute as companies invest …

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

Prediction: This Storage Stock Could Be a Surprising AI Winner

Quick Read STX surged 445% on AI-driven hyperscaler demand; with capacity sold out through 2026 and record free cash flow of $3.1 billion, 24/7 Wall St. rates it a BUY targeting $916. WDC's forward P/E of 22 matches Seagate's but trails on revenue growth, …

MU mentioned NVDA 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

Norway $2.3 Trillion Wealth Fund Posts Record-High Profit in H1

The world's biggest sovereign wealth fund, Norway's $2.3-trillion Government Pension Fund Global, posted a record-high profit of $185 billion for the first half of 2026, as Asian technology stocks boosted its returns and profit on the portfolio. Norway's Government Pension Fund Global (GPFG), which …

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

Warren Buffett and Greg Abel's Alphabet Stake Now Tops $24.2 Billion: 3 Reasons Berkshire Will Keep Buying

At the end of last year, Warren Buffett stepped down as CEO of Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB) after leading the charge for 60 years. Current CEO Greg Abel had been at Berkshire for many years before taking over as CEO, but investors have …

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

Nvidia found a new way to keep the AI boom funded: your retirement money

Nvidia has been arguably the No. 1 profiteer of the AI boom, selling the picks and the shovels of the trade. But now it wants Wall Street to figure out how to keep paying for them. On Monday, Nvidia announced partnerships with Apollo, BlackRock, …

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

Is Qualcomm’s New EMEA Leadership the Missing Link in Its Diversification Story for QCOM?

In early August 2026, Qualcomm appointed Wassim Chourbaji as senior vice president and president of Qualcomm EMEA, while long-time regional leader Enrico Salvatori moved to chairman and will continue overseeing the EMEA Automotive business until his planned retirement in June 2027. This leadership transition …

QCOM main company
Sharemaestro market context Trend signal active 52 weeks +27.7% · Next-week setup positive 56.3% QCOM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

If I Could Invest $1,000 in Just 1 ETF in August, I'd Pick This Clear Standout Over the Vanguard S&P 500 ETF (VOO)

Key Points Buying the Vanguard Communication Services ETF is a bold bet on Alphabet and Meta Platforms. The communications sector trades at a discount to the S&P 500 and all but one other sector. SpaceX could throw a wrinkle in the composition of 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

MPWR Raises 2026 Enterprise Data Growth Floor as AI Demand Surges

Monolithic Power Systems, Inc. MPWR raised its 2026 Enterprise Data growth floor to 130% from 85% after a sharp acceleration in artificial intelligence (AI) and server demand. Second-quarter Enterprise Data revenue more than doubled year over year and accounted for 38.8% of total revenues. …

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

Advanced Micro Devices vs. Alphabet: Which Artificial Intelligence Stock Is a Better Buy in 2026?

Key Points Advanced Micro Devices is rapidly expanding its footprint in the data center market through specialized artificial intelligence accelerators and high-performance computing solutions. Alphabet maintains a dominant position in global advertising while achieving significant revenue growth and high net margins in its cloud …

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

3 Stocks Under $10 to Buy in August

Both the stock market and summertime temperatures are shooting higher, but you can still find some big stocks with small stock prices. I have a few stocks priced in the single digits that I think can come through for investors in August and beyond. …

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

July Inflation Data Came in as Expected, Lowering the Odds of a Fed Hike in September Yet Again

With an important Federal Open Market Committee (FOMC) just about a month away, all eyes were on the recently released July inflation report. The Consumer Price Index (CPI) rose 0.1% in July and was up 3.4% year over year, in line with economists' estimates. …

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

Why Super Micro Computer Stock Popped Today

Super Micro Computer (NASDAQ: SMCI) stock surged 13.2% through 11:11 a.m. ET on Wednesday despite reporting mixed results in its fiscal Q4 2026 earnings report last night. Expected to earn just $0.71 per share on sales of $11.7 billion for the quarter, Super Micro …

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

Nvidia’s $500B Infrastructure Deal: Wall Street Vote of Confidence or Another Circular Deal for the AI Bubble?

Quick Read Wall Street's $500 billion private capital commitment to Nvidia's AI infrastructure signals institutional confidence in AI as a proven, serious investment capable of ROI. AI compute is emerging as a futures-market commodity, shifting the technology from an experiment into a legitimate, investable …

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

LITE Q4 Earnings Beat as AI Demand Drives Optical Growth Surge

Lumentum LITE reported fourth-quarter fiscal 2026 non-GAAP earnings of $3.23 per share, which rose 267% year over year and beat the Zacks Consensus Estimate by 8.03%. Revenues surged 109.3% year over year to $1.01 billion and topped the consensus mark by 1.79%. Cloud and …

NVDA mentioned ADI 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

Cerebras Earnings Prediction Market Preview: What Will Andrew Feldman Say?

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Cerebras Systems Inc.(NASDAQ:CBRS) reports second-quarter earnings after the bell today, its second report as a public company. Analysts expect a loss of roughly 17 cents per share, …

AMD 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

Michael Burry Sends Chilling Warning on Nvidia's $500 Billion AI Plan

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) is facing fresh scrutiny over its planned $500 billion AI infrastructure financing initiative after investor Michael Burry (Trades, Portfolio) questioned the structure of the transactions in a Wednesday post on X. Warning! GuruFocus has detected 6 …

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

Could This Company Berkshire Owns a 37% Stake in Become the Google of Audio Advertising?

Sitting quietly in Berkshire Hathaway's portfolio is SiriusXM Holdings (NASDAQ: SIRI), which only accounts for 1.1% of the conglomerate's total portfolio. Looking a little more closely, however, shows that while its stake is small as a percentage in the portfolio, Berkshire still owns a …

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

Global Artificial General Intelligence (AGI) Market Report 2026–2033: Evaluating Foundation Models, Autonomous Agents, and Market Strategies of OpenAI, Meta, Google, xAI, and NVIDIA

Company Logo Accelerating technical breakthroughs highlighted by OpenAI's and Microsoft's autonomous agent rollouts, DeepSeek's open-weights architecture disruptions, xAI's compute expansions, and Meta's open multimodal research—are propelling the global artificial general intelligence market toward a projected $1.55 billion by 2033. This 150-page study delivers an …

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

Nvidia CEO Jensen Huang Says 'First Time' That Chips Have Become An Investable Asset Class as BlackRock, Blackstone and Others Join $500 Billion AI Push

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. On Monday, Nvidia Corp. announced that it is teaming up with six of Wall Street's biggest asset managers to unlock more than $500 billion in financing for …

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

omain-Specific LLM Platforms Market Report 2026–2033: Evaluating Custom Fine-Tuning, RAG Architectures, and Market Shares of Microsoft, Google, NVIDIA, and IBM

Company Logo Accelerating shift from general-purpose AI to industry-tailored solutions—highlighted by Microsoft's clinical AI advancements, Google's expanded Vertex AI vertical models, NVIDIA's domain-specific NIM microservices, and IBM's compliance-driven Granite LLMs—is propelling the global domain-specific LLM platforms market toward a projected $15.54 billion by 2033. …

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

Nvidia partners with Goldman Sachs, BlackRock to fund AI build-out — but there's one big risk

Nvidia (NVDA) is partnering with BlackRock (BLK), Goldman Sachs (GS), Blackstone (BX), and other major firms on Wall Street to fund its AI build-out. Monachil Capital Partners managing partner and chief investment officer Ali Meli breaks down the structure of the financing agreement, highlighting …

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

Akamai Q2 Earnings Highlight AI Growth, Cloud Gains and Margin Risk

Akamai Technologies, Inc. AKAM reported second-quarter 2026 results that showed continued demand for its AI infrastructure and cybersecurity offerings. Revenue and adjusted earnings topped the Zacks Consensus Estimate, while higher operating expenses and infrastructure investments pressured profitability. Akamai Beats on Revenue and Adjusted EPS …

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

Akamai Stock Falls 22% in 3 Months as AI Growth Meets Execution Risks

Akamai Technologies, Inc. AKAM shares have declined 22.0% over three months, putting the company's shift toward AI infrastructure under greater investor scrutiny. The pullback comes as Cloud Infrastructure Services grows rapidly, while the legacy Delivery business remains under pressure. The key question is whether …

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

Jamie Dimon Just Issued a Warning About AI Stocks. History Says the Smartest Investors Are Making This 1 Move.

Jamie Dimon, CEO of JPMorgan Chase, is one of the most respected voices in American business. When he raises concerns about the stock market, it's worth paying attention. In a recent interview with Wilfred Frost on the Master Investor Podcast, Dimon said that 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

Why Intel (INTC) Stock Is Down Today

What Happened? Shares of computer processor maker Intel (NASDAQ:INTC) fell 3.7% in the morning session after the company announced a plan to issue $15 billion in common stock. This move is expected to increase the total number of shares available, which can dilute the …

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

Cerebras Systems (CBRS) Is Uniquely Positioned to Own the Fast Inference Market

Baron Capital, an investment management company, released its Q2 2026 investor letter for the "Baron Opportunity Fund". A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 …

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

3 Stocks to Buy After Post-Earnings Crashes

Stocks are often volatile around earnings, and even the slightest misstep can sometimes lead to big sell-offs. For long-term investors, though, these dips can be great buying opportunities, as the reasons behind them often have very little impact on a company's future prospects. Sandisk …

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

SK Hynix and SanDisk Climb 8%, Western Digital Gains 4% as Memory Shortage Deepens

Quick Read SK Hynix (SKHY) and SanDisk (SNDK) each surged 8% Wednesday after Temasek announced direct investments and Micron's CBO warned 2027 supply will be even tighter. Micron (MU) jumped 6% and the Roundhill Memory ETF (DRAM) rose 8%, yet both trade below 21x …

MU mentioned 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

Nvidia's $70 billion bet on OpenAI, Anthropic, and others could pay off big for shareholders

Arguably, no one has more at stake than Nvidia (NVDA) in the AI boom. Next-gen companies such as Elon Musk's SpaceX (SPCX) are clamoring for Nvidia's high-powered computing chips, which are at the heart of the investment thesis on the company. But investors should …

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

Why Intel’s $20 Billion Stock Offering Is Actually a Great Sign for the Company

Shares of Intel have been under pressure this week since the chip maker announced a $20 billion stock offering. UBS analyst Timothy Arcuri wrote Wednesday that Intel’s $20 billion stock offering will “remove an overhang” for the stock as it will allow the chip …

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

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