{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: Argentina Semiconductors news", "home_page_url": "https://sharemaestro.com/newsreel/ar/technology/semiconductors/", "feed_url": "https://sharemaestro.com/newsreel/ar/technology/semiconductors/feed.json", "description": "Latest Semiconductors company headlines from Argentina, newest first, with source links and direct routes to company research and sentiment.", "language": "en", "items": [{"id": "source:bbd4154bef3272497c0f4d109bad05d8238915769a5b652f2c274c76c5f2009f", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-stock-holds-flat-500-191201034.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-stock-holds-flat-500-191201034.html", "title": "NVIDIA Stock Holds Flat as $500 Billion AI Plan Takes Shape", "content_text": "This article first appeared on GuruFocus. NVIDIA (NASDAQ:NVDA), the undisputed heavyweight of the AI chip boom, announced a financing offensive that could mobilize more than $500 billion for AI infrastructure. Apollo (NYSE:APO), BlackRock, Blackstone (NYSE:BX), Brookfield, Goldman Sachs (NYSE:GS) and KKR (NYSE:KKR) are all in the mix. The idea is simple but enormous: bring deep-pocketed Wall Street capital directly into the AI buildout and give qualifying NVIDIA customers more firepower to buy the GPUs, networking gear, power infrastructure and data centers needed to compete. NVIDIA shares bar", "date_published": "2026-08-14T19:12:01+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:49d54f46c79760e65ffd632f4b7364e4280283a4854c7bb419bf2890db0d6408", "url": "https://finance.yahoo.com/markets/stocks/articles/nvidias-next-earnings-could-shock-185110303.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/nvidias-next-earnings-could-shock-185110303.html", "title": "Nvidia's Next Earnings Could Shock Wall Street: UBS Sees Billions Above Guidance", "content_text": "This article first appeared on GuruFocus. UBS expects Nvidia (NASDAQ:NVDA) to top its fiscal second-quarter revenue outlook by several billion dollars, while retaining a Buy rating and $280 price target ahead of the results. The firm projects revenue of $94 billion to $95 billion for the July quarter, above Nvidia's current $91 billion forecast. UBS also expects the company to guide for about $107 billion to $108 billion in October-quarter revenue. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our free DCF calculator. Analysts said Blac", "date_published": "2026-08-14T18:51:10+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:3a6afaed27a7e6441e0db0ddf8593f97ef3935fa232cb5feab7d4738fb899f6f", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-poised-strong-quarterly-results-180639120.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-poised-strong-quarterly-results-180639120.html", "title": "Nvidia Poised for Strong Quarterly Results, Outlook, UBS Says", "content_text": "Nvidia (NVDA) is likely to post strong fiscal second-quarter results and issue an upbeat sales outlo 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 subscription? Sign in", "date_published": "2026-08-14T18:06:39+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:6832e6a796760dc449063b7ff147f455755ae6b12948a31b4b01f2fecbfe5cbf", "url": "https://finance.yahoo.com/markets/stocks/articles/nvidia-nancy-pelosi-cathie-wood-172328340.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/nvidia-nancy-pelosi-cathie-wood-172328340.html", "title": "Nvidia, Nancy Pelosi, Cathie Wood Strike Gold With Databricks' $190 Billion Valuation", "content_text": "Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Private software giant Databricks is now worth $190 billion thanks to a new funding round. The valuation jump is good news for early backers of the Snowflake (NYSE:SNOW) competitor, which includes Nancy Pelosi, NVIDIA Corporation (NASDAQ:NVDA) and Cathie Wood. Early Databricks Backers Up Big Former Speaker of the House Nancy Pelosi (D-Calif.) disclosed a holding in Databricks via Forge Investments on March 4, 2024. The investment, made by her husband and venture capitalist Paul Pelosi, was list", "date_published": "2026-08-14T17:23:28+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: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: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: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: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: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: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: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:d13fd0c655e82bbfe5bc170629f086e6b2290b9eb7df14dac65fe074ca1cb30b", "url": "https://finance.yahoo.com/markets/stocks/articles/micron-street-upgrades-buy-says-135227725.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/micron-street-upgrades-buy-says-135227725.html", "title": "Micron: New Street upgrades to buy, says memory is no longer a cyclical story", "content_text": "Investing.com -- In a note on Friday, New Street Research upgraded Micron Technology to buy with a $1,250 price target, arguing the memory maker's current run breaks from the industry's historical boom-and-bust pattern. The firm noted that \"Micron's stock is up more than 10x since its lows of April 2025, while its production value, measured by COGS, is up only ~25% since,\" adding that \"What is happening today breaks from the industry cycles we have witnessed in recent decades.\" The upgrade follows a research series New Street began in July examining whether the memory cycle is structurally dif", "date_published": "2026-08-14T13:52:27+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "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:e4c8d36e51bb73f1ceb3304875e3151aef05df9feaaf753a2c9b77a43d658682", "url": "https://finance.yahoo.com/markets/stocks/articles/unlocking-q3-potential-analog-devices-131505542.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/unlocking-q3-potential-analog-devices-131505542.html", "title": "Unlocking Q3 Potential of Analog Devices (ADI): Exploring Wall Street Estimates for Key Metrics", "content_text": "Analysts on Wall Street project that Analog Devices (ADI) will announce quarterly earnings of $3.33 per share in its forthcoming report, representing an increase of 62.4% year over year. Revenues are projected to reach $3.92 billion, increasing 36.2% from the same quarter last year. The current level reflects a downward revision of 0.4% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period. Prior to a company's earnings release, it is of utmost importanc", "date_published": "2026-08-14T13:15:05+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "ADI"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ADI", "name": "Analog Devices, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/d29c1565-9f6e-4f5d-9b6b-84fffbdf2445/"}]}}, {"id": "source:8ba7ee1d84d83cbbca10eefa1c4f23470b0d54c6b43e4f320dbd5b49181ce99f", "url": "https://finance.yahoo.com/technology/ai/articles/250-million-reason-why-micron-125412977.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/250-million-reason-why-micron-125412977.html", "title": "A $250 Million Reason Why Micron Stock Is in Focus", "content_text": "This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) is putting $250 million behind startups working across the artificial intelligence ecosystem as it seeks earlier exposure to technologies that could shape future memory and storage demand. The Micron Ventures Paradigm Fund is the company's third venture vehicle and brings total capital committed through the unit to $550 million. The latest fund is larger than its previous two, with the second vehicle still investing. Warning! GuruFocus has detected 3 Warning Signs with MU. Is MU fairly valued? Test your thesis with our fre", "date_published": "2026-08-14T12:54:12+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Macro sensitivity", "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: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: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: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:2abb26aecafa313d62a1bc4b52f1ae3284987d1ddcff226d21b1b6016fcc8ea0", "url": "https://finance.yahoo.com/markets/stocks/articles/whats-going-micron-technology-stock-093408465.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/whats-going-micron-technology-stock-093408465.html", "title": "What's Going On With Micron Technology Stock Friday?", "content_text": "Micron Technology, Inc.(NASDAQ:MU) stock rose nearly 2% in Friday's premarket session as investors weighed another sign of strong AI-driven memory demand. The move came as broader market sentiment remained steady, with Nasdaq futures up 0.14% and S&P 500 futures gaining 0.04%. The latest industry signals come as Micron positions itself for the next phase of AI growth. The memory chipmaker is investing $250 million in emerging AI companies, giving it an early look at technologies that could shape future demand for memory and storage. Micron Invests Early To Capture Future AI Demand Micron launc", "date_published": "2026-08-14T09:34:08+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: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: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:82472b7d6e48295aa77cc00d58e22b2c29a79ec6ae8f58c96371dd35b157b7ef", "url": "https://www.nasdaq.com/articles/cathie-wood-bought-599-million-nvidia-stock-earnings-heres-what-investors-should-know", "external_url": "https://www.nasdaq.com/articles/cathie-wood-bought-599-million-nvidia-stock-earnings-heres-what-investors-should-know", "title": "Cathie Wood Bought $59.9 Million of Nvidia Stock Before Earnings. Here's What Investors Should Know.", "content_text": "Key Points Cathie Wood has added more Nvidia shares to five Ark Invest ETFs. Analysts are expecting another strong quarter from the chipmaker, with revenue growth anticipated to exceed 90%. Nvidia's earnings report is scheduled for Aug. 26.10 stocks we like better than Nvidia \u203a Nvidia(NASDAQ: NVDA) will report its second-quarter results on Aug. 26, and there's plenty of reason for optimism. The company is the leading maker of the processors that power artificial intelligence workloads, and it remains the world's largest company by market cap. Nvidia has a history of delivering quarterly result", "date_published": "2026-08-13T20:54:00+00:00", "authors": [{"name": "nasdaq.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:a77afa2ad772cb3680d49c1661913ca06a76bb4ccc0fe699c6de45886e6924db", "url": "https://www.nasdaq.com/articles/micron-and-sandisk-stock-have-plummeted-heres-why-now-perfect-time-buy", "external_url": "https://www.nasdaq.com/articles/micron-and-sandisk-stock-have-plummeted-heres-why-now-perfect-time-buy", "title": "Micron and Sandisk Stock Have Plummeted. Here's Why Now Is the Perfect Time to Buy", "content_text": "Key Points Memory chips continue to be a damper on the AI build-out. Wall Street expects huge growth for both companies over the next year. 10 stocks we like better than Micron Technology \u203a Micron Technology(NASDAQ: MU) and Sandisk (NASDAQ: SNDK) have been up and down stocks. While they were incredible investments at the start of 2026, these two stocks are now trading down 25% to 42%, respectively, from their 2026 highs. However, I think they're both ready for a rebound and could easily end the year strongly. The reality is that memory chips are in short supply, and prices continue to rise. Th", "date_published": "2026-08-13T19:25:00+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:0ba2ad33c8548afec055642fbd457cce0c4dcd76eff104dc519ea9c0adefbd1a", "url": "https://finance.yahoo.com/markets/stocks/articles/micron-stock-extends-winning-streak-192459198.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/micron-stock-extends-winning-streak-192459198.html", "title": "Micron Stock Extends Winning Streak on Strong AI Memory Demand", "content_text": "This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) shares climbed about 5% Thursday, extending a three-session rebound as investors continued to focus on AI-related memory demand. The rally comes as Micron remains exposed to strong demand for high-bandwidth memory and data-center storage. The company has said its HBM4 ramp is progressing and that AI workloads are increasing demand across memory products. Warning! GuruFocus has detected 3 Warning Signs with MU. Is MU fairly valued? Test your thesis with our free DCF calculator. At the same time, Micron faces a developing co", "date_published": "2026-08-13T19:24:59+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:2d20bac3cc915bd9d1a89d4b170d76f74c8578741630bc19265e10ca5e9b30ef", "url": "https://finance.yahoo.com/video/nvidia-credit-risk-eases-still-191900339.html", "external_url": "https://finance.yahoo.com/video/nvidia-credit-risk-eases-still-191900339.html", "title": "Nvidia Credit Risk Eases, Still Elevated After $500B Plan", "content_text": "Bloomberg's James Crombie joins Emily Graffeo on \"Real Yield.\" Bond traders dialed back measures of credit risk associated with Nvidia after the company said it would limit its exposure in a $500 billion plan to finance the type of AI investments that are driving demand for its computer chips. View Comments", "date_published": "2026-08-13T19:19:00+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:ac16b9a35d37acb066e754bf35e6fa5748bebdd5bf4c97f7990e4c8b58209dcd", "url": "https://finance.yahoo.com/markets/stocks/articles/nvidia-stock-gains-while-norway-184712089.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/nvidia-stock-gains-while-norway-184712089.html", "title": "Nvidia Stock Gains While Norway Fund Reveals Top Holding", "content_text": "This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA), the AI-chip powerhouse at the center of the global computing boom, gained approximately 0.8% Thursday morning as another striking measure of its market dominance emerged. Norway's Government Pension Fund Global now counts Nvidia as its single largest equity holding, with the stake valued at 612 billion Norwegian kroner as of June 30. That puts Nvidia ahead of virtually every other corporate giant in one of the world's biggest investment portfolios. The disclosure landed alongside Thursday's share-price gain, although there is no e", "date_published": "2026-08-13T18:47:12+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:8cc9ee0c28356d4263f1c9bc1fd658c1c8aa1427edbe9f48b79c697e60812b87", "url": "https://finance.yahoo.com/markets/stocks/articles/intel-stock-jumps-bank-america-181723676.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/intel-stock-jumps-bank-america-181723676.html", "title": "Intel Stock Jumps as Bank of America Sees Bigger CPU Market", "content_text": "This article first appeared on GuruFocus. Intel (NASDAQ:INTC) shares climbed 3% Thursday after Bank of America lifted its long-term view for server processor demand, pointing to artificial intelligence workloads as a potential source of additional CPU growth, according to a Thursday analyst note. Bank of America analyst Vivek Arya now estimates the global CPU market could reach $210 billion by 2030, compared with his earlier projection of $170 billion. That implies annual growth of about 36% over the next four to five years. Warning! GuruFocus has detected 6 Warning Signs with INTC. Is INTC fa", "date_published": "2026-08-13T18:17:23+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:8cc4e75fcb7df82fc89a03df68417ed332e22d7b2582471f27095d6857995203", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-500-billion-ai-infrastructure-181511541.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-500-billion-ai-infrastructure-181511541.html", "title": "How Nvidia\u2019s $500 Billion AI Infrastructure Financing Push Could Impact NVIDIA (NVDA) Investors", "content_text": "Nvidia recently unveiled memorandums of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to create independent compute financing platforms intended to mobilize over US$500.00 billion of third\u2011party capital for global AI infrastructure buildouts across data centers and \"AI factories.\" This move effectively recasts Nvidia GPUs and systems as long\u2011lived, financeable infrastructure assets, widening access to its platforms while raising fresh questions about leverage, residual value risk, and how sustainable the current pace of AI spending will be. Next, we'll ex", "date_published": "2026-08-13T18:15:11+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:fb4ce21f1329b042f76f826d315be320c4ac2bb926b7d06a5d68962b8014c1a4", "url": "https://finance.yahoo.com/technology/ai/articles/advanced-micro-devices-amd-plans-171018268.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/advanced-micro-devices-amd-plans-171018268.html", "title": "Advanced Micro Devices (AMD) Plans $5 Billion Bond Sale For AI Expansion", "content_text": "Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Advanced Micro Devices (NasdaqGS: AMD) is preparing a multi billion dollar investment grade bond sale of up to US$5b to support AI related expansion. It plans to direct a significant share of the proceeds toward AI infrastructure, including a major partnership with Anthropic. If completed, this would be AMD's largest corporate bond offering to date and would extend its AI plans beyond internal product spending or acquisition", "date_published": "2026-08-13T17:10:18+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "AMD"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMD", "name": "Advanced Micro Devices, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/e30d84e5-7290-4301-bc70-84fcd6332292/"}]}}, {"id": "source:a643a757b5baea2cc3a7665d034f51b421b4c41072a0ac6b76794b810b0a9bee", "url": "https://finance.yahoo.com/technology/ai/articles/bofa-picks-amd-nvidia-ai-170830595.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/bofa-picks-amd-nvidia-ai-170830595.html", "title": "BofA picks AMD and Nvidia as AI chip winners in massive CPU market", "content_text": "This article first appeared on GuruFocus. Bank of America (BAC) is becoming more bullish on processors as the rise of AI agents could create a larger role for CPUs inside data centers. The firm now sees the server CPU opportunity surpassing $210 billion by 2030. The revised forecast marks a sizable increase from its previous estimate of roughly $170 billion. Analyst Vivek Arya also lifted the expected annual growth rate to 36% from 30%, pointing to changing AI workloads as a key factor. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our ", "date_published": "2026-08-13T17:08:30+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:3b9db29191c3f1c67bd0ce1915d3366baa9b4e94637ce26f67012740338c8d12", "url": "https://finance.yahoo.com/markets/stocks/articles/micron-faces-burry-bet-china-165751045.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/micron-faces-burry-bet-china-165751045.html", "title": "Micron Faces a New Burry Bet as China Memory Pressure Builds", "content_text": "This article first appeared on GuruFocus. Memory-chip maker Micron Technology Inc. (MU, Financials) fell in premarket trading as investors assessed a new pessimistic forecast from Michael Burry (Trades, Portfolio) and increasing competition from Chinese memory suppliers.Burry said he boosted to his Micron short around $924 and also added to his bets on the larger semiconductor sector.That's good timing given Micron's been benefitting from a fast run-up in memory pricing, but the increased Chinese supply may eventually put a brake on that trend.CXMT has become the fourth-largest DRAM maker in t", "date_published": "2026-08-13T16:57:51+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Guidance", "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:cd3a2ec3712d3d5cdbdbf7d0e88dbb6c37e8e0c4dd21d591c517cb7749938cba", "url": "https://finance.yahoo.com/markets/stocks/articles/micron-just-lost-ground-key-165356690.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/micron-just-lost-ground-key-165356690.html", "title": "Micron Just Lost Ground in Key Memory Market", "content_text": "This article first appeared on GuruFocus. China's Yangtze Memory Technologies has overtaken Micron Technology (NASDAQ:MU) and Kioxia in global NAND shipments, highlighting China's growing presence in a memory market being reshaped by severe supply constraints. But for Micron investors, the headline market-share loss looks less alarming when measured against revenue, pricing and the company's accelerating push into higher-value data-center storage. Warning! GuruFocus has detected 3 Warning Signs with MU. Is MU fairly valued? Test your thesis with our free DCF calculator. Micron is a major U.S. ", "date_published": "2026-08-13T16:53:56+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:3b789725dfa66ae2ebcd4684d42d2ffeb9ce81fdbd8c856a20523b595ba4b775", "url": "https://finance.yahoo.com/markets/stocks/articles/michael-burry-doubles-down-nvidia-160000531.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/michael-burry-doubles-down-nvidia-160000531.html", "title": "Michael Burry doubles down on Nvidia short after $500B chip deal he calls a 'Wall Street stunt' with 'shades of Enron'", "content_text": "Unprecedented moves in the AI space this week are giving stock market experts flashbacks to one of the most famous corporate scandals in history, stoking fears that we're in line for a similarly catastrophic fallout. The headline-worthy $500 billion that Wall Street just announced it's providing Nvidia clients to scale their AI infrastructure marks the beginning of an untested new future for financial engineering that commentators such as Ed Yardeni and Michael Burry are extremely wary of. And, based on the implications for the average portfolio and the economy at large, you may need to be war", "date_published": "2026-08-13T16:00:00+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:8b23f8d708f38fc54618bf092d87dfc54827fa335c76f03daa15b726af61fa03", "url": "https://finance.yahoo.com/markets/stocks/articles/analysts-undervaluing-berkshire-hathaway-now-160000225.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/analysts-undervaluing-berkshire-hathaway-now-160000225.html", "title": "Analysts Are Undervaluing Berkshire Hathaway Now That Greg Abel Is Putting the Company's Cash to Work. But That's Not the Reason.", "content_text": "Given that the stock's only a tad below analysts' consensus price target of $525.08 following the recent release of its second-quarter results, Berkshire Hathaway's (NYSE: BRKA) (NYSE: BRKB) Class B shares appear to be fully and fairly valued. And maybe they are. Dig deeper, though. There may be something the analyst community isn't fully appreciating. And it's not the fact that CEO Greg Abel is finally starting to do something with all that idle cash the company's been sitting on, either. It's how well its biggest cash cow is now doing. Missed Nvidia in 2009? This Rare Signal Is Flashing Agai", "date_published": "2026-08-13T16:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "NVDA"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVDA", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/aac9f2c0-1cf8-4512-bf00-fc4a6d07242d/"}]}}, {"id": "source:26e7d07193f35cdd06b3581cc81ebcf241ab3fb20063a28d4b67a94ac1e00dfb", "url": "https://finance.yahoo.com/markets/stocks/articles/why-intuitive-machines-stock-dropped-154505146.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/why-intuitive-machines-stock-dropped-154505146.html", "title": "Why Intuitive Machines Stock Dropped Today", "content_text": "Space stock Intuitive Machines (NASDAQ: LUNR) tumbled 3% through 11:05 a.m. ET Thursday morning -- but it could have been worse. After reporting a big earnings miss for Q2 this morning, shares were at one point down as much as 16%! So what went wrong? Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same \"Total Conviction\" signal is flashing for a company 1/100th the size of Nvidia. Continue \u00bb Intuitive Machines Q2 earnings (er, loss) Analysts weren't expecting Intuit", "date_published": "2026-08-13T15:45:05+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDA"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVDA", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/aac9f2c0-1cf8-4512-bf00-fc4a6d07242d/"}]}}, {"id": "source:54f94b63670fecc6624e797f6409fddc334b8f283cec89db72f57b2aec4eca66", "url": "https://finance.yahoo.com/markets/stocks/articles/just-keep-following-money-following-154338806.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/just-keep-following-money-following-154338806.html", "title": "Just Keep Following The Money Following CoreWeave\u2019s Spike", "content_text": "Quick Read CoreWeave's $104 billion contracted backlog, with $25 billion in fresh Q3 commitments, gives the company multi-year revenue visibility few high-growth rivals can match. CRWV trades 28% below analyst targets, but NVDA supplier concentration and a debt-to-equity of 8.94 make leverage the defining risk. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) At $107.73, CoreWeave (NASDAQ:CRWV) sits at an inflection point. The stock ripped +19.28% on its first earn", "date_published": "2026-08-13T15:43:38+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDA"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVDA", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/aac9f2c0-1cf8-4512-bf00-fc4a6d07242d/"}]}}, {"id": "source:af75e7d60303f5bde642ccb8d73b9fe681ce974852fbde83e6cf128cfe127cbf", "url": "https://finance.yahoo.com/markets/stocks/articles/wall-street-treating-nvidia-gpus-154255132.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/wall-street-treating-nvidia-gpus-154255132.html", "title": "Wall Street Is Treating Nvidia GPUs Like Forever Cash-Flow Machines. Here\u2019s What Shatters That Illusion", "content_text": "Quick Read Nvidia's A100 GPUs launched in 2020 still command meaningful rental rates in 2026, pushing CoreWeave's contracted customer demand above $129 billion. Nvidia is mobilizing over $500 billion in third-party capital and backing residual values up to 25%, with CME compute futures set to formalize GPU cash flows. Andy Jassy said Amazon's Trainium business already runs at a $20 billion annual rate and could approach $50 billion, offering AI customers an escape from Nvidia hardware. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all", "date_published": "2026-08-13T15:42:55+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Macro sensitivity", "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:1ead0c623d8846d4cb50d8a90dc062668b8c5da41c99d09ef5a9f87cd559f859", "url": "https://finance.yahoo.com/m/a3743f53-07ec-3d40-8a78-730f374d4169/nvidia%2C-ibd-stock-of-the-day%2C.html", "external_url": "https://finance.yahoo.com/m/a3743f53-07ec-3d40-8a78-730f374d4169/nvidia%2C-ibd-stock-of-the-day%2C.html", "title": "Nvidia, IBD Stock Of The Day, Nears Buy Point Ahead Of Fiscal Q2 Earnings Report", "content_text": "Nvidia is the IBD Stock Of The Day as the artificial intelligence chipmaker bounces back from a recent swoon. Continue Reading", "date_published": "2026-08-13T15:42:02+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:f2430ad20b36a14b333278b37448b6617afde72a860e1c881f8ae936ba011066", "url": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-says-nvidia-gpus-154158428.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-says-nvidia-gpus-154158428.html", "title": "Jim Cramer Says Nvidia GPUs Are \u2018More Like Fine Jewelry\u2019 Than Cars. Here Is Why That Matters for NVDA Investors.", "content_text": "Quick Read Jim Cramer argues NVDA GPUs hold value like fine jewelry, backed by 75% gross margins and $81.6B in Q1 FY2027 revenue. Nvidia's CUDA software moat anchors a $500B AI financing stack by ensuring installed GPUs retain collateral value years after newer chips ship. Analysts set a $302 consensus target on NVDA against a $223.80 share price, with the August 26 Q2 report the next test of the residual-value thesis. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponso", "date_published": "2026-08-13T15:41:58+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:28e04746528e1e668a8bf3ee47f383b2ee68a6f329a65483443bc3e169dc4e54", "url": "https://finance.yahoo.com/technology/ai/articles/why-nvidia-may-stand-way-153004691.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/why-nvidia-may-stand-way-153004691.html", "title": "Why Nvidia May Stand in the Way of Wall Street's Plans to Turn AI Compute Into a Commodity", "content_text": "Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. CME Group Inc. (NASDAQ:CME) said Tuesday it will launch AI compute futures on Oct. 5, pending regulatory review, with contracts tracking monthly rental prices for NVIDIA Corp. (NASDAQ:NVDA) H100 and B200 chips. The exchange wants to turn compute into a \"standardized tradable commodity,\" giving AI labs, hyperscalers and data center operators a way to hedge swings in computing costs. The plan rests on two awkward questions. Is compute uniform enough to trade like a commodity? And can a real marke", "date_published": "2026-08-13T15:30:04+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Regulatory and legal", "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:30134bb26fbf4fc9f097ef3132a97fa80ca94e334eadf06eae38db89f51c6b27", "url": "https://finance.yahoo.com/m/c762d1cb-0ef2-378c-b69a-2766d2b14cf8/micron-stock-keeps-rallying..html", "external_url": "https://finance.yahoo.com/m/c762d1cb-0ef2-378c-b69a-2766d2b14cf8/micron-stock-keeps-rallying..html", "title": "Micron Stock Keeps Rallying. Watch Out for This New Memory-Chip Rival.", "content_text": "Despite Thursday\u2019s surge, the company fell behind in the second quarter among suppliers of NAND memory chips. Continue Reading", "date_published": "2026-08-13T15:28:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "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:c94746265476d071ffa79e15023df3d887b59a0eb2e768ac45167bca08c003a7", "url": "https://finance.yahoo.com/m/6a6dcc95-7d0d-3a2a-adb1-952d7b8c9d94/d%C3%A9j%C3%A0-vu.-why-intel-is-eyeing.html", "external_url": "https://finance.yahoo.com/m/6a6dcc95-7d0d-3a2a-adb1-952d7b8c9d94/d%C3%A9j%C3%A0-vu.-why-intel-is-eyeing.html", "title": "D\u00e9j\u00e0 Vu. Why Intel Is Eyeing a Return to Memory.", "content_text": "Intel\u2019s CEO said this week that the chip maker may return to the memory market, potentially making it a challenger to Micron and SK Hynix. Continue Reading", "date_published": "2026-08-13T15:27:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "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:dc95a5fc44dff3bd1be3ac42890bf51d4bf8e0321001016d5a2764373be7fe7d", "url": "https://finance.yahoo.com/technology/ai/articles/sam-altman-told-white-house-152500992.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/sam-altman-told-white-house-152500992.html", "title": "Sam Altman Told the White House He Supports Slowing AI Development. Here's Why That Matters for AI Stocks.", "content_text": "In late July, Sam Altman went to Washington, D.C., to brief lawmakers on OpenAI's next-frontier model after one of its systems autonomously hacked another artificial intelligence (AI) platform, Hugging Face, and then pivoted to attack a customer's cloud account. Coming out of those meetings, he told reporters he supports slowing the pace of AI development, said he had seen the draft framework for implementing President Donald Trump's AI executive order, and confirmed he would meet with White House chief of staff Susie Wiles to discuss how to vet newer AI models before release. That is a long w", "date_published": "2026-08-13T15:25:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "NVDA"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVDA", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/aac9f2c0-1cf8-4512-bf00-fc4a6d07242d/"}]}}, {"id": "source:c71581b4e5aa4b6a5fd09c3cc3089b5b20c7c38af884c97f46e6323ab564e973", "url": "https://finance.yahoo.com/markets/stocks/articles/why-sandisk-stock-popped-again-152412021.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/why-sandisk-stock-popped-again-152412021.html", "title": "Why Sandisk Stock Popped Again Today", "content_text": "Sandisk (NASDAQ: SNDK) stock is heading into its fourth straight day of gains Thursday -- up 6.2% through 10:50 a.m. ET -- and has Evercore ISI to thank for it. In a note this morning, Evercore analyst Amit Daryanani reiterated his outperform rating and $2.800 price target on Sandisk stock, laying out multiple predictions for the company's future as Sandisk prepares to give an update for \"Investor Day.\" Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same \"Total Conv", "date_published": "2026-08-13T15:24:12+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "NVDA"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVDA", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/aac9f2c0-1cf8-4512-bf00-fc4a6d07242d/"}]}}, {"id": "source:ff78312eb4e2d5e6406b0b594d91b232b04acfae90601faba3a92c1f9bc84788", "url": "https://finance.yahoo.com/markets/stocks/articles/iren-rallies-6-microsoft-signs-152128618.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/iren-rallies-6-microsoft-signs-152128618.html", "title": "IREN Rallies 6% as Microsoft Signs Off on Horizon 1, NVIDIA Grants Exemplar Cloud Status", "content_text": "Quick Read IREN surged 6% after Microsoft formally accepted Horizon 1, triggering monthly invoicing under a five-year, $9.7 billion cloud services agreement. NVIDIA's Exemplar Cloud designation validates Horizon 1's AI performance, potentially helping IREN attract hyperscalers beyond Microsoft for its 480MW 2026 capacity target. Peers APLD, CORZ, and WULF didn't match the size of IREN stock's move Thursday, confirming IREN's rally is a company-specific execution win, not a sector rotation. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and", "date_published": "2026-08-13T15:21:28+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDA"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVDA", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/aac9f2c0-1cf8-4512-bf00-fc4a6d07242d/"}]}}, {"id": "source:86dc2ce14a3d03f23de46b4dcc8f7ab7ccafb0b7f4449e1dd6ff88c32a30f8b4", "url": "https://finance.yahoo.com/technology/ai/articles/iren-iren-12-3-microsoft-151245335.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/iren-iren-12-3-microsoft-151245335.html", "title": "IREN (IREN) Is Up 12.3% After Microsoft Accepts Horizon 1 AI Cloud Deployment - What's Changed", "content_text": "IREN Limited recently confirmed that Horizon 1, the first of four 50MW direct-to-chip liquid-cooled AI cloud deployments, has been delivered to and accepted by Microsoft under their five-year, US$9.70 billion cloud services contract. In parallel, IREN secured NVIDIA Exemplar Cloud status for its GB300 NVL72 deployment at Horizon 1, underscoring its capability to run high-performance AI workloads at scale for hyperscale customers. We'll now explore how Microsoft's acceptance of Horizon 1 influences IREN's existing investment narrative around AI cloud growth and capital intensity. Rare earth met", "date_published": "2026-08-13T15:12:45+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDA"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVDA", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/aac9f2c0-1cf8-4512-bf00-fc4a6d07242d/"}]}}, {"id": "source:74a90c81ad2292dcff4a59644c70e86c7f23f1f7a849d4c3185f21f7035b4e0a", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-500b-plan-risky-brilliant-150800745.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-500b-plan-risky-brilliant-150800745.html", "title": "Nvidia\u2019s new $500B plan is risky but brilliant, especially for aging GPUs", "content_text": "Nvidia announced this week that Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR were willing to commit up to $500 billion to build AI data centers. That eye-popping figure got a lot of the attention, but the bigger story is Nvidia's effort to create a secondary market for aging GPUs. To convince those big-name financial companies, Nvidia has agreed to guarantee, with its own money, that its chips used as collateral in these deals will retain their value. Many have now commented on how unusual, smart , and dangerous this plan is. It is all of those things. The bond markets got", "date_published": "2026-08-13T15:08:00+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:d54b70d6c59c17186dc12eace04f7c5528fd33e3b1cc343ecc7515aecaf310e6", "url": "https://finance.yahoo.com/technology/article/things-are-looking-up-for-ai-infrastructure-companies-for-now-150730483.html", "external_url": "https://finance.yahoo.com/technology/article/things-are-looking-up-for-ai-infrastructure-companies-for-now-150730483.html", "title": "Things are looking up for AI infrastructure companies, for now", "content_text": "The AI build-out doesn't appear to be slowing anytime soon. At least that's what you can glean from a trio of earnings after the bell on Tuesday. CoreWeave (CRWV), Nebius (NBIS), and Supermicro (SMCI) each reported strong quarterly results, sending shares soaring on Wednesday as investors shrugged off AI bubble fears for the time being. CoreWeave stock jumped as much as 20% Wednesday, while Supermicro was up roughly 15%. Nebius saw the biggest moves, with its stock soaring some 27%. The general trend among the three? Computing constraints aren't going anywhere, and businesses are willing to pa", "date_published": "2026-08-13T15:07:30+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDA"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVDA", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/aac9f2c0-1cf8-4512-bf00-fc4a6d07242d/"}]}}, {"id": "source:dfdbb99bf2d23cdd3af674b163754c0d1adfd904644b282075c0d71a4f4d9ca9", "url": "https://finance.yahoo.com/markets/stocks/articles/91-upstarts-loans-were-fully-145000235.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/91-upstarts-loans-were-fully-145000235.html", "title": "91% of Upstart's Loans Were Fully Automated Last Quarter. No Bank Can Underwrite That Cheaply.", "content_text": "Upstart (NASDAQ: UPST) has had its share of ups and downs since the fintech went public in late 2020. The company, which uses artificial intelligence (AI) to process loan requests, is currently in a downward trend, with the stock price sliding about 31% year to date. But there are some promising trends, illuminated in its recent second-quarter earnings, that bear watching. Let's look at them. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same \"Total Conviction\" sig", "date_published": "2026-08-13T14:50:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDA"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVDA", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/aac9f2c0-1cf8-4512-bf00-fc4a6d07242d/"}]}}, {"id": "source:1bf83bc90c892913c96d9159dc11f2436f52e3155ab02f2e8fc6269a170353e1", "url": "https://www.nasdaq.com/articles/noteworthy-etf-outflows-tqqq-adi-mrvl-gild", "external_url": "https://www.nasdaq.com/articles/noteworthy-etf-outflows-tqqq-adi-mrvl-gild", "title": "Noteworthy ETF Outflows: TQQQ, ADI, MRVL, GILD", "content_text": "Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the ProShares UltraPro QQQ (Symbol: TQQQ) where we have detected an approximate $156.7 million dollar outflow -- that's a 0.4% decrease week over week (from 506,050,000 to 503,950,000). Among the largest underlying components of TQQQ, in trading today Analog Devices Inc (Symbol: ADI) is up about 0.8%, Marvell Technology Inc (Symbol: MRVL) is up about 4.9%, and Gilead Sciences Inc (Symbol: GILD) is up by about 1%. For a complete list of holdings, visit the TQQQ Holdings ", "date_published": "2026-08-13T14:49:26+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Market update", "ADI"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "ADI", "name": "Analog Devices, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/d29c1565-9f6e-4f5d-9b6b-84fffbdf2445/"}]}}]}