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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 …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.9% · Next-week setup positive 59.4% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.9% · Next-week setup positive 59.4% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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. …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.9% · Next-week setup positive 59.4% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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 …

NVDA main company
Sharemaestro market context Trend signal active 52 weeks +26.9% · Next-week setup positive 59.4% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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 …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.9% · Next-week setup positive 59.4% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.9% · Next-week setup positive 59.4% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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 …

TXN mentioned
Sharemaestro market context Trend signal active 52 weeks +52.1% TXN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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 …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.9% · Next-week setup positive 59.4% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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, …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.9% · Next-week setup positive 59.4% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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 …

ADI main company
Sharemaestro market context Trend signal active 52 weeks +71.4% ADI stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Tech leads sectors higher in early trading as chip stocks gain: AlphaCheck

Good morning. Stocks traded higher on Wednesday after the Consumer Price Index report showed inflation moderated in July amid volatile oil price moves during the month. The Nasdaq Composite (^IXIC) led the major indexes after earnings from key AI infrastructure plays boosted tech stocks. …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.9% · Next-week setup positive 59.4% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

ASML Holding N.V. (ASML) vs. Taiwan Semiconductor Manufacturing Company Limited (TSM): A Key Supplier Says it Can Keep Up With the AI Boom

Zeiss, the German optics maker whose mirrors are critical to ASML Holding N.V. (NASDAQ:ASML)'s most advanced chipmaking machines, said this week that it's confident it has the capacity to handle booming AI-driven demand. The statement pushes back on investor worries about bottlenecks in the …

TSFA mentioned
Sharemaestro market context Trend signal active 52 weeks +78.1% · Next-week setup positive 61.2% TSFA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Nvidia Will Be The World’s First $10 Trillion Company

AI is the most important tech advance in human history, and perhaps the greatest investment of all time. One only has to talk to the hundreds of millions of people who use it (or perhaps billions) and the army of companies around the world …

NVDA main company
Sharemaestro market context Trend signal active 52 weeks +26.9% · Next-week setup positive 59.4% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

TSMC & Sony Establish JV in Japan to Develop Smartphone Image Sensors

Taiwan Semiconductor Manufacturing Company TSM, or TSMC, and Sony Semiconductor Solutions have executed a legally binding definitive agreement to establish Advanced Vision Semiconductor Manufacturing Corporation, a joint venture (JV) in Kumamoto, Japan. The JV will focus on developing and manufacturing smartphone image sensors, with …

BROA mentioned TSFA mentioned
Sharemaestro market context Trend signal active 52 weeks +42.1% BROA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Tim Cook Is Handing Off Apple to John Ternus as CEO on Sept. 1. Here's How Apple's Stock Has Performed Over Cook's 15-Year Tenure.

When Tim Cook took over as CEO of Apple (NASDAQ: AAPL) 15 years ago, expectations were high. Founder and former CEO Steve Jobs had brought it back from the brink of bankruptcy and made it the most valuable company in the world. And of …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.9% · Next-week setup positive 59.4% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

AI-Race-Based Dilution: Why Meta Is More Dangerous Than Alphabet

Quick Read Meta (META) saw operating margin collapse from 43% to 31% while Alphabet (GOOGL) expanded margins, powered by Google Cloud growing 82%. Meta's paused buybacks leave stock-based compensation unhedged, quietly expanding share count while Alphabet's $53B free cash flow absorbs vesting pressure. Alphabet's …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.9% · Next-week setup positive 59.4% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Anterix Reports Narrower-Than-Expected Q1 Loss on Solid Revenue Growth

Anterix Inc. ATEX reported mixed first-quarter fiscal 2027 results, wherein the top line missed the Zacks Consensus Estimate, but the bottom line beat the same. The company delivered 38.1% year-over-year revenue growth, driven by higher spectrum revenues. It also advanced its broadband spectrum business …

ADI mentioned
Sharemaestro market context Trend signal active 52 weeks +71.4% ADI stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Kinder Morgan Just Locked In a $5 Billion Pipeline Deal. Here's What It Means for KMI's Dividend.

Kinder Morgan (NYSE: KMI), Phillips 66 (NYSE: PSX), and HF Sinclair (NYSE: DINO) just finalized a joint venture (JV) and made a final investment decision to build the Western Gateway Pipeline System. Valued at $5 billion, the 1,300-mile Western Gateway system will move refined …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.9% · Next-week setup positive 59.4% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

NVIDIA's $500B Funding Push: Can It Unlock More Revenue Growth?

NVIDIA Corporation NVDA is taking a major step to accelerate the AI infrastructure buildout by partnering with six leading financial institutions to create financing platforms that could mobilize more than $500 billion of third-party capital over time. The partnerships involve Apollo, BlackRock, Blackstone, Brookfield, …

NVDA main company BROA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.9% · Next-week setup positive 59.4% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Intuitive Surgical (ISRG) Stock Has Plunged 33% in 2026. Here's Why One Fund Manager Remains Bullish -- and Why I Do, Too.

If you're not familiar with Intuitive Surgical (NASDAQ: ISRG), know this: It's a massive robotic surgical systems specialist, with a recent market value topping $135 billion. That market value was quite a bit higher not so long ago, though -- because while the stock …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.9% · Next-week setup positive 59.4% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

4 Semiconductor Stocks to Buy Amid Top Hyperscalers' $745B AI CapEx Bet

Artificial intelligence (AI) is rapidly changing the semiconductor industry, and the next leg of growth could be driven by an enormous increase in infrastructure spending. Four top hyperscalers, Amazon, Alphabet, Microsoft and Meta Platforms, are expected to spend roughly $720 billion to $745 billion …

NVDA mentioned TXN mentioned
Sharemaestro market context Trend signal active 52 weeks +26.9% · Next-week setup positive 59.4% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Fabric.AI and Kopin Expand Neural I/o™ Program with Several New Non-Disclosure Agreements Across the AI Interconnect Ecosystem

NDAs include several with NVIDIA NVLink partners NEW YORK, NY, Aug. 12, 2026 (GLOBE NEWSWIRE) -- Fabric.AI (Nasdaq: FABC) ("Fabric.AI" or the "Company"), an AI infrastructure company developing a suite of fabless semiconductor technologies for next-generation AI factories, today announced expanded industry engagement around …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.9% · Next-week setup positive 59.4% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

AI Titans Unite at JFrog swampUP 2026 to Define the Future of the Software Supply Chain

Software and security visionaries from Anthropic, Cursor, Google-Wiz, Microsoft, NVIDIA, and more unite to chart the future of trusted software and AI delivery at scale SUNNYVALE, Calif., August 12, 2026--(BUSINESS WIRE)--JFrog Ltd (Nasdaq: FROG), the Liquid Software company and creators of the JFrog Software …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.9% · Next-week setup positive 59.4% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Markets still underpricing AI’s hit to earnings, Apollo says

[Artificial intelligence, question mark, cognitive ability, digital brain, communication and connection of knowledge by technology, data, futuristic innovation] BeritK/iStock via Getty Images Apollo Global Management’s chief economist, Torsten Slok, warns that financial markets may still be underestimating the disruptive force of artificial intelligence on …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.9% · Next-week setup positive 59.4% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

NXP Semiconductors breaks ground on Malaysia chip assembly, test facility

[NXP Semiconductors company office in Silicon Valley] Michael Vi/iStock Editorial via Getty Images * NXP Semiconductors (NXPI [https://seekingalpha.com/symbol/NXPI]) broke ground on a new assembly and test (A&T) factory in Petaling Jaya, Malaysia, expanding its existing site and strengthening its global manufacturing capacity. * The …

NXPI main company
Sharemaestro market context Trend signal active 52 weeks +9.7% NXPI stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Crypto.com Launches Tokenized Stock Derivatives

Crypto.com Launches Tokenized Stock Derivatives Crypto.com has launched tokenized derivatives that track 1,500 U.S. stocks and exchange-traded funds (ETFs). The introduction of tokenized stock derivatives comes as the crypto exchange looks to tap traditional equity markets. Privately held Crypto.com said that eligible users in …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.9% · Next-week setup positive 59.4% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Intel vs. Qualcomm: Which Chip Stock is the Better Buy Now?

Intel Corporation INTC and Qualcomm Incorporated QCOM are two premier U.S.-based semiconductor firms focusing on AI (artificial intelligence), advanced chip technologies and the data center semiconductor ecosystem. Both are competing hard in the AI-powered PC processor market, with Intel pushing Xeon-based AI infrastructure and …

INTC main company NVDA mentioned QCOM mentioned
Sharemaestro market context Trend signal active 52 weeks +311.9% · Next-week setup positive 55.8% INTC stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Thinking of a 401(k) Loan? Here's Why You May Want to Reconsider.

If you're short on cash and need money in a pinch, borrowing from your 401(k) might seem like an easy solution. After all, you're borrowing from yourself, which means the interest you pay on your loan goes back into your own retirement account. That …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.9% · Next-week setup positive 59.4% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Photonics Emerges As the Next AI Infrastructure Trade: ETFs in Focus

GPUs have long been viewed as the critical bottleneck in artificial intelligence (AI), but attention is increasingly shifting toward data transmission. As GPU clusters scale to tens of thousands of chips for training massive foundation models, traditional copper connections face growing limitations in distance, …

NVDA mentioned BROA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.9% · Next-week setup positive 59.4% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Global Hedge Funds Rotate from AI Infrastructure to AI Monetization in July, Finds Data Insights

Investors trimmed leveraged semiconductor exposure while increasing long fund participation in Amazon and Tesla; short fund participation strengthened in Apple, Meta and Nvidia NEW YORK & LONDON, August 12, 2026--(BUSINESS WIRE)--While July reflected a shift in market strength for stocks across the S&P 500 …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.9% · Next-week setup positive 59.4% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Nvidia-Backed Startup CodeRabbit Valued at $1.5 Billion in Round

(Bloomberg) -- CodeRabbit Inc., an artificial intelligence-powered code review service, has raised $143 million in a new funding round, tapping into demand for tools to spot flaws in AI-generated software programming. Most Read from Bloomberg Phoebe Gates Knew Phia Shopping App Took Credit for …

NVDA main company
Sharemaestro market context Trend signal active 52 weeks +26.9% · Next-week setup positive 59.4% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

CoreWeave's Revenue Doubled, but Its Debt Keeps Climbing

This article first appeared on GuruFocus. CoreWeave (NASDAQ:CRWV), an AI cloud provider that rents out Nvidia (NASDAQ:NVDA) chips, rose 15.64% premarket after reporting second-quarter revenue of $2.58 billion, up 112% from a year earlier and past the $2.56 billion analysts expected. The adjusted loss …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.9% · Next-week setup positive 59.4% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

On Aug. 26, Nvidia CEO Jensen Huang Will Provide an Update on Nvidia's $1 Trillion GPU Opportunity. But There's a Smaller Part of the Business Investors Shouldn't Overlook

Key Points Blackwell has been Nvidia's most advanced graphics processing unit (GPU), but Vera Rubin has begun deployment. The GPU market is already massive and only expected to grow. But there's another type of chip that is quickly becoming a bigger part of the …

NVDA main company
Sharemaestro market context Trend signal active 52 weeks +26.9% · Next-week setup positive 59.4% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

3 Reasons TFSL is Risky and 1 Stock to Buy Instead

3 Reasons TFSL is Risky and 1 Stock to Buy Instead TFS Financial trades at $17.58 and has moved in lockstep with the market. Its shares have returned 16% over the last six months while the S&P 500 has gained 11%. Is there a …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.9% · Next-week setup positive 59.4% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Forget Buying Gold Directly: Wheaton Precious Metals Could Be the Better Play.

It's not quite a first-to-worst story, but after shining last year, gold has lost considerable luster in 2026. Thanks to a strong start to August, the SPDR Gold Shares and other gold ETFs backed by physical holdings of the commodity are sporting modest year-to-date …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.9% · Next-week setup positive 59.4% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

The Old Fear-Based Paradigm Around Memory Cyclicality is Dead, So I’m Buying Micron

Quick Read Micron's HBM ships under multi-year, non-cancellable hyperscaler contracts, structurally ending the commodity memory boom-bust cycle that spooked investors for decades. MU guides for $50 billion in Q4 revenue and trades at a forward P/E of 6, backed by $18 billion in quarterly …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.9% · Next-week setup positive 59.4% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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