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Why AMD Stock Tumbled 18% in July

Key Points The world's largest semiconductor stocks lost a collective $1 trillion in market capitalization last month. AMD investors were worried that tech companies were spending too much on AI.10 stocks we like better than Advanced Micro Devices › Shares of the semiconductor company …

AMD main company
Sharemaestro market context Trend signal active 52 weeks +200.9% · Next-week setup positive 55.6% AMD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Memory Price Surge Accelerating IT Hardware Spending, Morgan Stanley Says

Information technology hardware companies in the US will likely benefit from accelerated enterprise 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? …

HPQ mentioned
Sharemaestro market context Trend signal active 52 weeks +17.4% HPQ stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Apple downgraded at Jefferies over iPhone yields and growth concerns

Yahoo Finance Tech Editor Dan Howley breaks down Jefferies' downgrade of Apple (AAPL) to 'underperform' following reports of a canceled all-glass iPhone, while evaluating potential price increases for upcoming models. Video Transcript 00:00 Speaker A Jeffreys downgrading Apple to underperform, Dan. It's a sell. …

AAPL main company
Sharemaestro market context Trend signal active 52 weeks +36.0% · Next-week setup positive 56.4% AAPL stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Earnings live updates: Plug Power stock jumps on improving margins, raised revenue guidance

The second quarter earnings season is beginning to wind down, with nearly 90% of S&P 500 (^GSPC) companies having already reported. The takeaway from the quarter so far has been unbridled strength. According to FactSet data, second quarter earnings for S&P 500 companies are …

AMAT mentioned
Sharemaestro market context Trend signal active 52 weeks +214.4% · Next-week setup positive 60.4% AMAT stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Top Analyst Reports for Costco, Chevron & Home Depot

Monday, August 10, 2026 The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Costco Wholesale Corp. (COST), Chevron Corp. (CVX) and The Home Depot, Inc. (HD), as well …

UBER mentioned
Sharemaestro market context Price above Trend Line 52 weeks -20.7% UBER stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Buy Lenovo Group (LNVGY) Stock for Higher Highs Ahead of Earnings?

Sporting a Zacks Rank #1 (Strong Buy), Lenovo Group LNVGY) is a tech stock that investors will certainly want to keep an eye on ahead of the company's fiscal first-quarter report on Wednesday, August 12. Adding to the bullish backdrop, Lenovo's Zacks Computer-Micro Computers …

AAPL mentioned
Sharemaestro market context Trend signal active 52 weeks +36.0% · Next-week setup positive 56.4% AAPL stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Kyndryl announces agreement to purchase Healthcare IT Leaders, LLC, to accelerate AI-led modernization

Planned acquisition to strengthen Kyndryl's ability to serve U.S. healthcare organizations across applications, infrastructure and AI NEW YORK, Aug. 10, 2026 /PRNewswire/ -- Kyndryl (NYSE: KD), a leading provider of mission‑critical enterprise technology services, today announced its intent to acquire Healthcare IT Leaders, LLC, …

KD main company
Sharemaestro market context Price below Trend Line 52 weeks -56.8% KD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

HP (HPQ) Stock Trades At A Discount Despite Its 36% Run

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. HP stock has gained 35.8% year to date, yet on most valuation checks it still looks priced below what a full assessment of its fundamentals suggests. For …

HPQ main company
Sharemaestro market context Trend signal active 52 weeks +17.4% HPQ stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Micron Stock Rises Despite Reported Apple Supplier Threat

This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU), the memory-chip giant sitting squarely in the middle of the AI spending boom, has its shares gained roughly 1.8% Monday morning. Investors also had a new risk to digest. Barron's reported that Apple (NASDAQ:AAPL) is …

MU main company AAPL mentioned
Sharemaestro market context Trend signal active 52 weeks +718.1% · Next-week setup positive 60.5% MU stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Samsung's $576 Billion Chip Push Gets New Government Backing

This article first appeared on GuruFocus. Samsung Electronics (SSNLF), the global heavyweight in memory chips, smartphones and consumer electronics, stepped into an even bigger semiconductor spending cycle Monday as South Korea put more financial muscle behind its chip ambitions. Seoul plans a 5 trillion …

SSU main company SSUN main company
Sharemaestro market context Trend signal active 52 weeks +284.3% SSU stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Twilio to Participate in Upcoming Investor Events

A live webcast will be available on Twilio's investor relations website SAN FRANCISCO, August 10, 2026--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the infrastructure for customer engagement in the AI era, today announced that it will participate in the following investor events: Vice President of Investor Relations …

TWLO main company
Sharemaestro market context Trend signal active 52 weeks +142.5% TWLO stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Enphase Energy Board of Directors Responds to 2026 Annual Meeting Vote Results and Announces Governance Enhancements

Enphase Energy, Inc. FREMONT, Calif., Aug. 10, 2026 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology company, today announced that its Board of Directors, excluding Benjamin Kortlang, unanimously voted to retain Mr. Kortlang as a member of the Board of …

ENPH main company
Sharemaestro market context Price below Trend Line 52 weeks +9.4% ENPH stored weekly price path from 22 Aug 2025 to 14 Aug 2026

ASML Stock Rises 1.7% as AI Demand Signal Strengthens

This article first appeared on GuruFocus. ASML Holding (NASDAQ:ASML) sits on one of the most valuable choke points in the AI boom, and demand is not slowing down. The lithography giant raised its 2026 revenue outlook after another strong quarter, while its U.S.-listed shares …

ASMN main company ASML main company TSFA mentioned
Sharemaestro market context Trend signal active 52 weeks +147.7% ASMN stored weekly price path from 22 Aug 2025 to 14 Aug 2026

AI Spending Boom Isn’t Boosting Profit Margins—at Least Not Yet

Economist Torsten Sløk points out that the AI capex boom is lifting profit margins for the Mag Seven, but not other companies. Continue Reading

AAPL mentioned
Sharemaestro market context Trend signal active 52 weeks +36.0% · Next-week setup positive 56.4% AAPL stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Why Intel Stock Is Falling Today

This article first appeared on GuruFocus. Intel (NASDAQ:INTC) shares fell about 3% Monday after the chipmaker moved to raise $15 billion through a common-stock sale, seeking additional funding as it expands its AI and manufacturing efforts. Intel said the offering could include another $2.25 …

TSFA mentioned
Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5% TSFA stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Microsoft Is Set to Make a Whole Lot More of Its Own AI Chips

Microsoft joins a growing field of tech companies scaling up production of their own chips to battle AI costs. Continue Reading

TSFA mentioned
Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5% TSFA stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Datadog (DDOG) Grows Fast, Then Gets Punished For Slowing Down

Datadog (NASDAQ:DDOG) just posted one of its strongest quarters in years on July 22, and the stock fell 19% anyway. Earlier on July 16, the company also launched its platform on the AWS Europe (London) Region, giving UK customers a local option for storing …

DDOG main company
Sharemaestro market context Trend signal active 52 weeks +94.1% DDOG stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Palantir CEO Sends Stark Warning for Businesses Betting Big on AI

This article first appeared on GuruFocus. Palantir (NASDAQ:PLTR) CEO Alex Karp is questioning whether businesses are getting enough economic value from their growing reliance on artificial intelligence, while criticizing the dependence that can develop around major AI providers, according to an interview with CNBC. …

PLTR main company
Sharemaestro market context Price above Trend Line 52 weeks +10.7% PLTR stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Apple Users Face Major iPhone 18 Shock

This article first appeared on GuruFocus. Apple (NASDAQ:AAPL) could face a sharper iPhone margin squeeze than investors expected, with TrendForce estimating that the bill of materials for the 256GB iPhone 18 Pro could jump roughly 38% from the comparable model launched in 2025. The …

AAPL main company
Sharemaestro market context Trend signal active 52 weeks +36.0% · Next-week setup positive 56.4% AAPL stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Is Snowflake (SNOW) Stock A Bargain as AI Hopes Grow?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Snowflake stock has delivered a 116.2% return over the past three years, yet the valuation picture is split because an intrinsic value estimate …

SNWF main company
Sharemaestro market context Trend signal active 52 weeks +68.3% · Next-week setup positive 58.1% SNWF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

HP Shares Cross 4% Yield Mark

Looking at the universe of stocks we cover at Dividend Channel, in trading on Monday, shares of HP Inc (Symbol: HPQ) were yielding above the 4% mark based on its quarterly dividend (annualized to $1.2), with the stock changing hands as low as $29.98 …

HPQ mentioned
Sharemaestro market context Trend signal active 52 weeks +17.4% HPQ stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Take-Two Outlook Poised for Upside as GTA VI Approaches, UBS Says

GTA6 TTWO Grand Theft Auto VI Rockstar.jpg -Shutterstock Take-Two Interactive Software's (TTWO) unchanged full-year guidance could prove to be conservative following its upbeat remarks about the upcoming "Grand Theft Auto VI" video game, UBS Securities said in a note e-mailed Monday.On Friday, the video …

SON1 mentioned
Sharemaestro market context Trend signal active 52 weeks +546.0% SON1 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

DoorDash (DASH) Powers Through Growth With Costs Rising Too

DoorDash (NASDAQ:DASH) released its second quarter 2026 financial results on August 5, and the headline numbers moved in the right direction almost across the board. Total orders climbed 27% year over year to 970 million, marketplace gross order value rose 36% to $33.1 billion, …

DDOG mentioned
Sharemaestro market context Trend signal active 52 weeks +94.1% DDOG stored weekly price path from 22 Aug 2025 to 14 Aug 2026

GEA Group AG (GEAGF) (Q2 2026) Earnings Call Highlights: Record EBITDA Margin and Raised ...

This article first appeared on GuruFocus. Order Intake: Rose 14.2% year-over-year to EUR1.5 billion, with organic growth of 15.4%. Sales: Grew 10% to EUR1.4 billion, with organic sales growth of 11.0%. EBITDA before Restructuring Expenses: Increased 15.6% year-over-year to EUR251 million. EBITDA Margin: Improved …

SAP mentioned
Sharemaestro market context Price above Trend Line 52 weeks -20.8% SAP stored weekly price path from 22 Aug 2025 to 14 Aug 2026

America's $4 Billion Wind Retreat Is a Bet on Permanently Cheap Gas

The strangest part of America's latest offshore-wind retreat is not that several projects have been cancelled. Some were early-stage, expensive and increasingly difficult to permit. Weak projects should be allowed to fail. The strange part is that the U.S. government is paying companies to …

CAPG mentioned
Sharemaestro market context Price above Trend Line 52 weeks -12.7% CAPG stored weekly price path from 22 Aug 2025 to 14 Aug 2026

BMC Named a Leader for the Third Consecutive Year in the 2026 Gartner® Magic Quadrant™ for Service Orchestration and Automation Platforms

Positioned highest for Ability to Execute HOUSTON, Aug. 10, 2026 /PRNewswire/ -- BMC, the automation company for the AI era, today announced that it has been named a Leader in the 2026 Gartner® Magic Quadrant™ for Service Orchestration and Automation Platforms (SOAP) [1]. BMC …

SAP mentioned
Sharemaestro market context Price above Trend Line 52 weeks -20.8% SAP stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Microsoft Rethinks Its Nvidia Reliance

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is preparing its biggest push yet to turn homegrown AI silicon into a meaningful alternative to Nvidia, with the software giant reportedly planning to unveil its Maia 300 accelerator as early as September. Microsoft is also …

TSFA mentioned
Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5% TSFA stored weekly price path from 22 Aug 2025 to 14 Aug 2026

2 Industrials Stocks to Research Further and 1 We Avoid

2 Industrials Stocks to Research Further and 1 We Avoid Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. But they are at the whim of volatile macroeconomic factors that influence capital spending (like interest rates), …

KEYS mentioned
Sharemaestro market context Trend signal active 52 weeks +117.0% KEYS stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Pivotal Manufacturing Partners and Meadow Partners Acquire Advanced Manufacturing Facility in Greater Phoenix

Facility is Operated by an Affiliate of Corning Incorporated NEW YORK & PHOENIX, August 10, 2026--(BUSINESS WIRE)--Pivotal Manufacturing Partners ("Pivotal"), a real estate investment platform purpose-built to acquire and develop advanced manufacturing assets, and Meadow Partners ("Meadow"), an institutional middle-market real estate investment manager, …

GLW mentioned
Sharemaestro market context Trend signal ended 52 weeks +151.2% · Next-week setup positive 59.6% GLW stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Western Digital (WDC) Is Down 17.6% After AI-Fueled Earnings Surge And Dividend Boost - Has The Bull Case Changed?

Western Digital reported fourth-quarter 2026 sales of US$3,747 million and net income of US$3,195 million, with full-year sales reaching US$12.92 billion and net income US$9.42 billion, alongside a US$0.15 per-share cash dividend declared for payment in September 2026. Management highlighted that AI customers are …

WDC main company
Sharemaestro market context Trend signal active 52 weeks +574.5% · Next-week setup positive 66.7% WDC stored weekly price path from 22 Aug 2025 to 14 Aug 2026

What Advanced Micro Devices (AMD)'s New Instinct Coder AI Stack and Data Center Push Means For Shareholders

In early August 2026, Advanced Micro Devices reported second-quarter 2026 results showing higher sales and net income versus a year earlier, while also issuing revenue guidance for the third quarter and unveiling AMD Instinct Coder, a turnkey enterprise AI inference solution built with Spectro …

AMD main company
Sharemaestro market context Trend signal active 52 weeks +200.9% · Next-week setup positive 55.6% AMD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Twilio Vaults 25% On Earnings, Hits Highs; Two More Stocks On Watch

Twilio stock is at levels last seen in January 2022. Twilio, Acadian Asset Manager and Ternium are showing relative strength at new highs. Continue Reading

TWLO main company
Sharemaestro market context Trend signal active 52 weeks +142.5% TWLO stored weekly price path from 22 Aug 2025 to 14 Aug 2026

S&P 500 Companies' Quarterly Earnings Growth Eases Amid Healthcare Drop, Oppenheimer Says

S&P 500 companies' quarterly earnings growth rate eased from a week ago amid a drop in the healthcar 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. …

CSCO mentioned AMAT mentioned
Sharemaestro market context Trend signal active 52 weeks +68.9% · Next-week setup positive 57.1% CSCO stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Sony (SONY), TSMC (TSM) Bet $6.3B On Next-Gen Sensors

On August 10, Reuters reported that Sony Group (NYSE:SONY) and Taiwan Semiconductor Manufacturing (NYSE:TSM) plan to spend around $6.3 billion on a joint venture to build next-generation microchips for image sensors. It pairs Sony's sensor design expertise with TSMC's manufacturing scale, and it lands …

TSFA mentioned SON1 mentioned
Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5% TSFA stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Update: Equities Fall, Oil Rises Intraday Amid Hormuz Reopening Uncertainty

Stocks_Chart market equity trading wall street -Shutterstock (Updates with latest market prices and developments.)US stocks fell and oil prices advanced intraday as the Strait of Hormuz's reopening appeared uncertain.The Nasdaq Composite was down 0.3% at 26,616.2 after midday Monday, while the Dow Jones Industrial …

CSCO mentioned AMAT mentioned
Sharemaestro market context Trend signal active 52 weeks +68.9% · Next-week setup positive 57.1% CSCO stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Sector Update: Consumer Stocks Softer Monday Afternoon

Consumer stocks were lower Monday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) decreasing 0.3% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) shedding 0.5%.In corporate news, GameStop (GME) Chief Executive Ryan Cohen is Silver Upgrade to …

TSFA mentioned SON1 mentioned
Sharemaestro market context Trend signal active 52 weeks +86.3% · Next-week setup positive 61.5% TSFA stored weekly price path from 22 Aug 2025 to 14 Aug 2026

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