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Die Microchip-Technology-Aktie legt nach starken Quartalszahlen und höherer Prognose zu

Super Micro Stock Is the Best S&P 500 Performer as Earnings Smash Expectations

Super Micro reported adjusted earnings of $1.70 per share, compared with the 92 cents per share analysts were expecting. Continue Reading

Asian Equities Traded in the US as American Depositary Receipts Rise in Wednesday Trading

Asian equities traded in the US as American depositary receipts were tracking higher Wednesday morni 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 …

Nebius Stock Soars 20% As Revenue, EBITDA Beat Estimates

Nebius stock rose after the cloud computing specialist reported a smaller-than-expected Q2 loss while revenue topped expectations. Continue Reading

Micron Technology’s (MU) Competitive Edge in a Rapidly Evolving Industry

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

Elon Musk Says AI Will Be SpaceX's Biggest Business by September: Does the Math Check Out?

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. SpaceX(NASDAQ:SPCX) CEO Elon Musk says artificial intelligence will overtake everything else the company sells as soon as next month. In an all-hands meeting, Musk said AI revenue …

Intel Did Much Worse Than Super Micro Computer But Both Got Punished

Quick Read Intel (INTC) posted its strongest revenue growth in 15 years and Supermicro (SMCI) nearly doubled revenue, yet both stocks fell hard after earnings. Intel diluted existing shareholders by roughly one-fifth through a $15 billion stock offering, while Supermicro kept common equity dilution …

1 Vanguard ETF That Outperforms the S&P 500 and Still Has Room to Run

Key Points The "Magnificent Seven" stocks account for over 53% of this Vanguard ETF. This has helped the ETF outperform the S&P 500 in 13 of the past 20 years. Sluggish performance among its top 10 holdings has slowed returns this year.10 stocks we …

GlobalFoundries (GFS) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Wednesday, Aug. 5, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Head of Investor Relations - Eric ChowChief Executive Officer - Timothy BreenChief Financial Officer - Sam Franklin TAKEAWAYS Revenue -- GLOBALFOUNDRIES(NASDAQ:GFS) reported revenue of $1.786 billion, up 6% …

Earnings Results in Focus

The Department of Labor reported that the headline consumer price index (CPI) rose 0.1% in July, in contrast to a decline of 0.4% in June. However, the headline CPI print was in line with the Zacks Consensus Estimate. On the other hand, the headline …

Prediction: This Chipmaker Could Be a Bigger Winner Than Investors Think

Quick Read QCOM trades at $163 with a $226 price target, backed by 61% automotive growth and hyperscaler data center shipments launching in December 2026. QCOM trades at 16x forward earnings versus Broadcom's 23x, even as CEO Amon targets $40 billion in non-handset revenue …

Kyndryl (KD) Q1 2027 Earnings Call Transcript

Image source: The Motley Fool. DATE Wednesday, Aug. 5, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Global Head of Investor Relations - Lori Chaitman Chairman and Chief Executive Officer - Martin Schroeter Chief Financial Officer - Harsh Chugh Full Conference Call Transcript Operator: Good …

MYR Group and Turtle Beach have been highlighted as Zacks Bull and Bear of the Day

For Immediate Release Chicago, IL – August 12, 2026 – Zacks Equity Research shares MYR Group Inc. MYRG as the Bull of the Day and Turtle Beach Corp. TBCH as the Bear of the Day. In addition, Zacks Equity Research provides analysis on Intel …

Block Expands Square's Reach: Can Its Financial Strategy Pay Off?

Block Inc.'s XYZ Square is expanding its financial ecosystem to help small businesses manage cash flow, payments and financing in one place. The refreshed Square Credit Card and upgraded Square Bill Pay could make it easier for sellers to pay vendors, earn rewards and …

The Zacks Analyst Blog Highlights Dell Technologies, Super Micro Computer, Hewlett Packard and HP

For Immediate Release Chicago, IL – August 12, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in …

U.S. Stock Futures Rise After In-Line Key Inflation Data

The Department of Labor reported that the headline consumer price index (CPI) rose 0.1% in July, in contrast to a decline of 0.4% in June. However, the headline CPI print was in line with the Zacks Consensus Estimate. On the other hand, the headline …

OpenAI vs. Anthropic: Which AI giant is the better IPO bet?

Yahoo Finance Tech Editor Dan Howley, Breaking News Reporter Jake Conley, and Julie Hyman join on Morning Brief to break down the looming IPO race between OpenAI (OPAI.PVT) and Anthropic (ANTH.PVT) IPOs. Video Transcript 00:00 Speaker A Anthropic, uh, you know, they they have …

The Zacks Analyst Blog Highlights Quantinuum, IonQ, NVIDIA, IBM, QTUM, ARQQ, WQTM and CHPX

For Immediate Release Chicago, IL – August 12, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in …

Alacriti Ranked in Top 150 Financial Services Companies on the Inc. 5000 List

Alacriti Fueled by Customer Success and Innovation, Alacriti Earns a Spot on Inc.'s List Of Fastest-Growing Private Companies BRIDGEWATER, N.J., Aug. 12, 2026 (GLOBE NEWSWIRE) -- Alacriti, a leading provider of cloud-based payment technology and money movement solutions, announced its rank in the top …

Supermicro Soars On Report. Why Nvidia Is Also Rallying.

Super Micro Computer's upbeat second-quarter earnings report provided a positive read-through for partner Nvidia. Continue Reading

CoreWeave & Super Micro earnings are quieting AI concerns. What does this mean for Nvidia?

CoreWeave (CRWV) and Super Micro Computer (SMCI) stocks are both surging after the companies reported quarterly earnings. Westwood's chief investment officer of alternative and multi-asset investments Adrian Helfert and Yahoo Finance Senior Reporter Brooke DiPalma discuss what the results suggest about overall AI demand. …

The Zacks Analyst Blog Highlights NVIDIA and Western Digital

For Immediate Release Chicago, IL – August 12, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in …

CoreWeave, Nebius soar as AI spending powers growth

CoreWeave (CRWV) and Nebius (NBIS) shares skyrocket following earnings, as revenue surges to "stupid" levels and demand for AI infrastructure continues to soar. Both companies are benefiting from an AI spending boom that is accelerating faster than Wall Street expected. Video Transcript 00:00 Julie …

Intuit Expands Conversational AI Across Mid-Market Finance Platform

Robot hand touching human hand ©Adobe Stock Images Intuit is rolling out Intuit Intelligence Chat and broader AI-powered financial capabilities across QuickBooks Online Advanced and Intuit Enterprise Suite, strengthening its push into more complex mid-market finance workflows. Key Investor Takeaways Intuit (NASDAQ:INTU) is extending …

Stock Market Today: Nasdaq Charges Higher On Inflation Data; Nvidia Ally Soars (Live Coverage)

Stock Market Today: The Dow Jones index rises on a key CPI inflation report. Nvidia partner CoreWeave soars on earnings. Continue Reading

The Zacks Analyst Blog Highlights Meta Platforms, Texas Instruments, CrowdStrike and Weyco

For Immediate Release Chicago, IL – August 12, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in …

Zacks Investment Ideas feature highlights: Archer Aviation, Boeing, Palantir, NVIDIA, SpaceX and United Airlines

For Immediate Release Chicago, IL – August 12, 2026 – Today, Zacks Investment Ideas feature highlights Archer Aviation ACHR, Boeing BA, Palantir PLTR, NVIDIA NVDA, SpaceX SPCX and United Airlines UAL. Archer Aviation: Ready for Takeoff? Zacks Rank #2 (Buy) company Archer Aviation is …

Super Micro Advances 13%, Dell Gains 5%, HPE Rises 3% on Blowout AI Server Guidance

Quick Read Super Micro Computer's FY2027 revenue guidance of between $65B and $72B crushed the $52.5B estimate, sending SMCI up 13% and Dell up 5%. NVIDIA gained 2.5% as Super Micro's record $60B order book signals sustained conviction in GPU-powered AI server demand. Barclays, …

Zacks Investment Ideas feature highlights: SpaceX, Meta, Palantir, Snowflake, Alphabet, AT&T and T-Mobile

For Immediate Release Chicago, IL – August 12, 2026 – Today, Zacks Investment Ideas feature highlights Space Exploration Technologies SPCX, Meta Platforms META, Palantir PLTR, Snowflake SNOW, Alphabet GOOGL, AT&T T and T-Mobile TMUS. Beyond Space: AI Compute & Starlink Drive SpaceX Growth The …

Analog Devices (ADI) Earnings Expected to Grow: Should You Buy?

Wall Street expects a year-over-year increase in earnings on higher revenues when Analog Devices (ADI) reports results for the quarter ended July 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term …

Can Sandisk's Strong Cash Generation Boost Shareholder Returns?

Sandisk Corporation SNDK is building a more durable cash-generating franchise in the memory industry, creating scope for stronger shareholder returns. The improvement is being supported by higher pricing, a rapid shift toward data centers and increasing operating leverage. In the fourth quarter of fiscal …

Google launches Pixel 11 smartphone line, including Pixel 11 Pro Fold, as Apple preps foldable iPhone

Google (GOOG, GOOGL) debuted its latest line of Pixel smartphones on Wednesday, including the Pixel 11, Pixel 11 Pro, Pixel 11 Pro XL, and the foldable Pixel 11 Pro Fold. The devices come as Apple (AAPL) prepares to unveil its iPhone 18 lineup and …

S&P 500 hits record high after July CPI data; CoreWeave stock jumps 21%

U.S. stocks rose Wednesday after July's consumer price index came in line with expectations, easing concerns about further Federal Reserve rate increases. The S&P 500 opened in record territory and was up 0.3% in early trading, with the Nasdaq Composite advancing 0.7% and the …

Palantir and Microsoft Drop. Why the AI Revival Is Hitting Software Stocks.

Palantir slid 1.2% and Microsoft dipped 1.1%. Salesforce ServiceNow and Workday were among the other software stocks trading in the red. The moves came as shares of chip and optical networking companies rallied, following a strong batch of earnings reports that signaled to the …

Will CoreWeave's Global Expansion Accelerate Revenue Growth?

CoreWeave, Inc. CRWV is expanding its global infrastructure as demand for AI cloud services continues to strengthen across sectors, geographies and workloads. In the second quarter of 2026, the company generated record revenue of $2.6 billion, up 112% year over year, while its revenue …

Ray Dalio: The AI investment game is happening — here's how to play

A version of this post was originally published on linkedin.com. This note is about how to play the investment game given what's happening now. Imagine that you're playing a game like bridge, poker, backgammon, or chess and have to make your move, and you …