Sharemaestro Newsreel

With a New iPhone Coming, Here’s What $10,000 in Apple Since the First One Is Worth

Quick Read A $10,000 bet on AAPL at the first iPhone launch in 2007 has grown to $844,546, crushing the S&P 500's $51,388 return. Apple's nine consecutive earnings beats and $100 billion buyback authorization support the bull case, but a near-35 P/E resets return …

I’m Buying Nvidia Ahead of Aug. 26 Earnings Exactly For The Reason You Think

Quick Read NVDA commands over 80% of the high-end AI accelerator market as Microsoft, Meta, Alphabet, and Amazon collectively commit $200B to AI infrastructure. AMD's MI-series and AVGO's custom silicon both lack NVDA's full-stack advantages, including CUDA lock-in, NVLink networking, and a 71% gross …

Is the Artificial Intelligence (AI) Bubble About to Pop? Investors Who Make This 1 Move Will Come Out on Top, According to History.

As it gets closer to the end of 2026, it looks like the market has a fair chance of scoring another year of double-digit gains. Anything can happen over the next five months, but year to date, the S&P 500 (SNPINDEX: ^GSPC) is up …

ORO Labs Earns Top-100 Spot on the 2026 Inc. 5000 List

Procurement orchestration company ranks No. 92 overall and No. 8 among software companies on the annual list of America's fastest-growing private companies SAN FRANCISCO, Aug. 11, 2026 /PRNewswire/ -- ORO Labs, the leading procurement orchestration platform for global enterprises, today announced it has been …

AST SpaceMobile, Intel, On, Rocket Lab, and More Stocks That Explain Today’s Market

Stocks looked set to struggle for direction on Tuesday as investors worried about inflation, with hopes of Iran agreeing a deal to reopen the crucial Strait of Hormuz shipping route fading fast. Continue Reading

Is Lam Research, KLA, or Applied Materials the Best Chip Equipment Buy? Jim Cramer Weighs In

Cramer's Case for the Semiconductor Equipment "Troika" During the August 6 episode of CNBC's Mad Money, host Jim Cramer pointed to the bottleneck in data center memory production and urged investors to focus on the companies building the fabrication machinery. He highlighted Lam Research …

Sea GAAP EPS of $0.70 misses by $0.06, revenue of $7.78B beats by $690M

* Sea press release [https://seekingalpha.com/pr/20614132-sea-limited-reports-second-quarter-2026-results] (SE [https://seekingalpha.com/symbol/SE]): Q2 GAAP EPS of $0.70 misses by $0.06. * Revenue of $7.78B (+47.9% Y/Y) beats by $690M. * Shares +6% PM. MORE ON SEA * Sea Limited: Shopee Is The Key To Q2 [https://seekingalpha.com/article/4928515-sea-limited-shopee-is-the-key-to-q2] * Sea Limited: …

Is Berkshire Hathaway Stock a Buy as Warren Buffett Successor Greg Abel Starts to Deploy the Company's Cash Hoard?

Key Points Berkshire was a net buyer of stocks for the first time in more than three years, while it also bought back its own stock. Abel and company still have a lot of cash, and the stock is at one of its most …

Klarna Group (KLAR) Will Provide Leasing For A New US Device Upgrade Program

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Klarna Group (NYSE:KLAR) is providing the leasing and financing backbone for Apple's new Apple Upgrade program in the United States. The partnership integrates Klarna into …

Super Micro Computer Q4 26 Earnings Conference Call At 5:00 PM ET

(RTTNews) - Super Micro Computer Inc. (SMCI) will host a conference call at 5:00 PM ET on August 11, 2026, to discuss Q4 26 earnings results. To access the live webcast, log on to https://ir.supermicro.com/events-and-presentations/default.aspx The views and opinions expressed herein are the views …

OpenLight and Tower Semiconductor Expand PH18DA Photonics Ecosystem to Accelerate Photonic IC Development

OpenLight's PDK is now available on Cadence's EDA tools, enabling PIC development on Tower's PH18DA InP-on-silicon photonics platform SANTA BARBARA, Calif. & MIGDAL HAEMEK, Israel, August 11, 2026--(BUSINESS WIRE)--OpenLight, a leader in heterogeneous III‑V‑on‑silicon photonic integration and custom Photonic Application‑Specific Integrated Circuits (PASICs), and …

Feathery Launches AI-Powered Proposal Generation for Wealth Management

New tool will help firms deliver a highly personalized client experience at scale SAN FRANCISCO, Aug. 11, 2026 /PRNewswire/ -- Feathery, the AI operating and decisioning system for financial services, today announced the launch of its new AI-Powered Proposal Generation solution for wealth management …

Intel's huge rally is helping pay for its AI comeback: Chart of the Day

Intel's (INTC) AI ambitions are getting more expensive. Its 165% rally this year is helping foot the bill. The chipmaker said Monday it plans to raise $15 billion by selling new shares to investors, giving it fresh cash for factories, equipment, day-to-day operations, and …

TSMC to invest $1.8 billion in joint venture with Sony for image sensors

TAIPEI, Aug 11 (Reuters) - ‌Taiwan ‌chipmaker TSMC ​said on Tuesday it ‌will ⁠invest 282 billion ⁠yen ($1.77 billion) ​in ​a ​joint ‌venture with Sony Group to ‌develop ​and ​make ​next-generation ‌image sensors. ($1 = 159.3300 ​yen) (Reporting ​by ​Ben Blanchard; ‌Editing ​by Andrew …

Micron Says Customers Are Scrambling for Memory Even at ‘Very High’ Prices

Micron Technology, Inc.(NASDAQ:MU) stock gained over a percent during Tuesday's premarket session as risk appetite stays steady into the open. Nasdaq futures are up less than half a percent while S&P 500 futures have gained 0.02%. The company executives said at the KeyBanc Capital …

Lam Research (LRCX) Gains An AI Supply Chain Tailwind As Customer Demand Surges

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. Lam Research (NasdaqGS:LRCX) is in focus as Taiwan Semiconductor reports strong AI driven revenue …

1 No-Brainer Growth ETF to Buy Right Now for Less Than $1,000

Investing through an exchange-traded fund (ETF) gives investors an incredible number of choices. Just like stocks, there are some ETFs that are more volatile and some that are less, some more focused on growth and some more focused on value. The list goes on. …

CoreWeave’s Forecast Is Key to Stopping Another Earnings Selloff

(Bloomberg) -- CoreWeave Inc. shares have been on a roll lately after a monthslong slump. Now, the neocloud provider's earnings after the close Tuesday can give investors a sense of whether the rally is sustainable. Most Read from Bloomberg China Unleashes $28 Trillion Capital …

Micron vs. SK Hynix: Which Memory Chip Giant Is the Better Buy?

Key Points SK Hynix and Micron have benefited from soaring memory chip prices. One has a closer relationship with Nvidia and a strong position in high-bandwidth memory production. Investors should also consider valuation.10 stocks we like better than Micron Technology › SK Hynix(NASDAQ: SKHY) …

US Stock Market Today: S&P 500 Futures Edge Higher As Rate Hike Fears Ease

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. The Morning Bull - US Market Morning Update Tuesday, Aug, 11 2026 US stock futures are slightly higher this morning, with E-mini S&P …

Dynatrace Says AI Workloads Fuel Observability Demand, Consumption Growth

Key Points Interested in Dynatrace, Inc.? Here are five stocks we like better. AI workloads are driving demand for observability as enterprises need end-to-end monitoring of AI performance, accuracy, security and outputs. Dynatrace says AI-related customers consume its platform at roughly 1.5 times the …

Hock Tan Reaffirmed Broadcom's $100 Billion AI Forecast. Six Customers Carry Nearly All of It.

Key Points Broadcom's AI semiconductor revenue rose 143% year over year to $10.8 billion in its fiscal second quarter. CEO Hock Tan reiterated that fiscal 2027 AI semiconductor revenue should be "in excess of $100 billion." Six core custom-chip customers, with Google, Meta, Anthropic, …

Intel's Foundry Grew 31% Last Quarter and Lost $2.1 Billion Doing It.

Key Points Intel Foundry's second-quarter operating loss narrowed to $2.1 billion from $3.2 billion a year earlier, on revenue that rose 31% to $5.8 billion. External customers supplied $293 million of the foundry's quarterly revenue; the rest came from Intel's own chips. Intel has …

Is Snowflake’s (SNOW) New AI Security Push Quietly Redefining Its Competitive Moat?

In late July and early August 2026, Alteryx, Aembit, and 1Password announced new integrations with Snowflake's AI Data Cloud and security ecosystem, while Snowflake launched Cortex AI Gateway to help enterprises govern, secure, and orchestrate both first- and third-party AI agents at scale. Together, …

GoPro Inc (GPRO) Gewinnprognose: Zukünftige EPS & Umsatzwachstumsprognosen

AI’s biggest buildout is here. These stocks offer a way to invest in the data center boom

The AI revolution is leading to a massive boom in data centers. Major cloud service providers like Google, Meta, Microsoft, and Amazon are engaged in a frenzied bid to keep up with the demand for AI services, and are spending hundreds of billions of …

Cancom: Ergebnis legt kräftig zu - Cashflow rutscht tief ins Minus

Intel upsizes stock offering to $20B, prices at $95

[Intel Headquarters] JasonDoiy Intel (INTC [https://seekingalpha.com/symbol/INTC]) announced Tuesday the pricing of its upsized $20B public stock offering, selling over 210 million shares at $95 per share, according to a statement [https://seekingalpha.com/pr/20613961-intel-announces-upsize-and-pricing-of-20-billion-common-stock-offering]. The chipmaker has granted to the underwriters a 30-day option to purchase up …

TotalEnergies SE: Disclosure of Transactions in Own Shares

PARIS, August 11, 2026--(BUSINESS WIRE)--Regulatory News: In accordance with the authorizations given by the shareholders' general meeting on May 29, 2026, to trade on its shares and pursuant to applicable law on share repurchase, TotalEnergies SE (Paris:TTE) (LSE:TTE) (NYSE:TTE) (LEI: 529900S21EQ1BO4ESM68) declares the following …

Transaction in Own Shares

PARIS, August 11, 2026--(BUSINESS WIRE)-- In accordance with the authorizations given by the shareholders' general meeting on May 29, 2026, to trade on its shares and pursuant to applicable law on share repurchase, TotalEnergies SE (Paris:TTE) (LSE:TTE) (NYSE:TTE) (LEI: 529900S21EQ1BO4ESM68) declares the following purchases …

CANCOM SE baut Profitabilität in H1.26 weiter deutlich aus

Margins Under Pressure, Demand Accelerating — Is TE Connectivity (TEL) at a Critical Inflection Point?

The accelerating AI infrastructure buildout, along with the ongoing electric vehicle adoption and industrial automation, is driving huge demand for electronic connectors and sensors. Expanding data center capex is driving this demand. The top five US hyperscalers are projected to spend around $730 billion …

Jim Cramer’s AI Security Play: Why CrowdStrike (CRWD) and Palo Alto (PANW) Are Dominating the Market

Wall Street's early-year assumption that generative AI would commoditize cybersecurity led short sellers to bet heavily against specialized software platforms. However, as autonomous AI tools scale, enterprise networks face increasingly complex threat vectors that require dedicated platform security. During the August 6 episode of …

Jim Cramer Recommends Goldman Sachs and Morgan Stanley to Profit From Accelerating M&A Deals

During Mad Money's August 6 episode, host Jim Cramer highlighted why investors should target elite advisory firms rather than speculating on acquisition targets, as he said: Here's a big theme that right now really only impacts two large companies: pent-up demand for mergers and …

Amkor Technology mulls stake sale in $1.5B China unit amid U.S. expansion - report

[Amkor Technology headquarters in Tempe, Arizona, USA.] Amkor Technology is exploring a potential sale of a stake in its China business, which could value the unit at about $1B to $1.5B, Bloomberg reported, citing people familiar with the matter. The semiconductor testing company is …

Jim Cramer Discusses Retailers He Likes: Williams-Sonoma (WSM) and Ralph Lauren (RL)

During the August 6 episode of Mad Money, host Jim Cramer highlighted the power of investing in strong retail themes supported by resilient consumers. Grouping together two premier names in the luxury and home furnishings space, Cramer pointed out: I love themes. They help …