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S&P 500 Earnings Are So Good Investors Are Starting to Worry

(Bloomberg) -- The latest reason to worry about the stock market is quite the doozy: Earnings growth has been too strong. Most Read from Bloomberg Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Trump Weighs Call for Capital Gains …

W1DC34 mentioned D1DG34 mentioned
Sharemaestro market context Trend signal active 52 weeks +441.6% W1DC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

ArcelorMittal (MT) vs. Microsoft Corporation (MSFT): A Steel Giant Bets Its Future on Azure

On August 3, 2026, Reuters reported that Steelmaker ArcelorMittal S.A. (NYSE:MT) is expanding its partnership with Microsoft Corporation (NASDAQ:MSFT). It is adding Microsoft Fabric, Purview, and Foundry to its Azure-based "Cloud First, Data Centric" strategy, aiming to modernize its IT systems and embed AI …

MSFT34 mentioned
Sharemaestro market context Price above Trend Line 52 weeks -9.3% · Next-week setup positive 55.6% MSFT34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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

D1EL34 mentioned
Sharemaestro market context Trend signal active 52 weeks +211.8% D1EL34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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

NVDC34 mentioned
Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0% NVDC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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 …

MUTC34 main company ASML34 mentioned
Sharemaestro market context Trend signal active 52 weeks +583.7% · Next-week setup positive 56.4% MUTC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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 …

NVDC34 mentioned
Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0% NVDC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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 …

ITLC34 main company
Sharemaestro market context Trend signal active 52 weeks +285.1% · Next-week setup positive 55.4% ITLC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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 …

NVDC34 mentioned AAPL34 mentioned AVGO34 mentioned
Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0% NVDC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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 …

CSCO34 mentioned
Sharemaestro market context Trend signal active 52 weeks +74.5% · Next-week setup positive 58.5% CSCO34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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 …

AVGO34 mentioned
Sharemaestro market context Trend signal active 52 weeks +32.7% AVGO34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Quantinuum Stock Heads for Record Following First Earnings Report Since IPO

Quantinuum topped analysts’ estimates in its first quarterly report as a public company, but the real story may not be in the numbers. As an early-stage company, Quantinuum’s revenue is heavily tied to individual contracts and milestone deliveries. The company “delivered a strong first …

ORCL34 mentioned
Sharemaestro market context Price below Trend Line 52 weeks -44.0% ORCL34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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 …

NVDC34 mentioned A1MD34 mentioned ITLC34 mentioned
Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0% NVDC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Samsung held top market share spot for NAND during Q2; SK Hynix ranked second: Counterpoint

[Sunrise in spring at Micron Technology] knowlesgallery/iStock Editorial via Getty Images Samsung (SSNLF [https://seekingalpha.com/symbol/SSNLF]) maintained its top spot in the global NAND market during the second quarter of 2026, accounting for 25% of all shipments, according to Counterpoint Research's Memory and Storage Tracker. The …

MUTC34 mentioned
Sharemaestro market context Trend signal active 52 weeks +583.7% · Next-week setup positive 56.4% MUTC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

AI infrastructure stocks surge after strong earnings from CoreWeave, Supermicro

What happened: AI infrastructure stocks jumped on Wednesday after blowout results from AI server hardware maker Supermicro (SMCI) and neocloud providers CoreWeave (CRWV) and Nebius Group (NBIS ). AI hosting peers Applied Digital (APLD) and IREN (IREN) moved higher. Other areas of the AI …

MUTC34 mentioned
Sharemaestro market context Trend signal active 52 weeks +583.7% · Next-week setup positive 56.4% MUTC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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 …

X1YZ34 main company
Sharemaestro market context Trend signal active 52 weeks -2.0% X1YZ34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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 …

D1EL34 main company HPQB34 mentioned
Sharemaestro market context Trend signal active 52 weeks +211.8% D1EL34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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 …

CSCO34 mentioned
Sharemaestro market context Trend signal active 52 weeks +74.5% · Next-week setup positive 58.5% CSCO34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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 …

AAPL34 mentioned
Sharemaestro market context Trend signal active 52 weeks +27.7% · Next-week setup positive 57.2% AAPL34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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 …

NVDC34 mentioned IBMB34 mentioned
Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0% NVDC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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 …

MSFT34 mentioned ORCL34 mentioned
Sharemaestro market context Price above Trend Line 52 weeks -9.3% · Next-week setup positive 55.6% MSFT34 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

NVDC34 mentioned
Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0% NVDC34 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. …

NVDC34 mentioned
Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0% NVDC34 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 …

NVDC34 main company W1DC34 mentioned
Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0% NVDC34 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 …

NVDC34 mentioned
Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0% NVDC34 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

NVDC34 mentioned CSCO34 mentioned
Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0% NVDC34 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 …

NVDC34 mentioned P2LT34 mentioned
Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0% NVDC34 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, …

D1EL34 main company NVDC34 mentioned
Sharemaestro market context Trend signal active 52 weeks +211.8% D1EL34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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 …

P2LT34 mentioned S2NW34 mentioned
Sharemaestro market context Price above Trend Line 52 weeks -8.9% · Next-week setup positive 56.1% P2LT34 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 …

A1DI34 main company
Sharemaestro market context Trend signal active 52 weeks +62.2% · Next-week setup negative 40.5% A1DI34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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 …

AAPL34 mentioned
Sharemaestro market context Trend signal active 52 weeks +27.7% · Next-week setup positive 57.2% AAPL34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Can Maximus Weather the VA Contract Hit and Rebuild Earnings Momentum?

Maximus, Inc. MMS faces near-term earnings reset after a temporary change to a major federal contract removed a meaningful profitability contributor for the second half of fiscal 2026. The central issue for investors is whether that setback stays temporary or underscores the company's sensitivity …

L1DO34 mentioned
Sharemaestro market context New activity signal 52 weeks -27.7% · Next-week setup negative 29.0% L1DO34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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 …

CSCO34 mentioned
Sharemaestro market context Trend signal active 52 weeks +74.5% · Next-week setup positive 58.5% CSCO34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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 …

MSFT34 main company P2LT34 main company SSFO34 mentioned N1OW34 mentioned W1DA34 mentioned
Sharemaestro market context Price above Trend Line 52 weeks -9.3% · Next-week setup positive 55.6% MSFT34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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 …

AAPL34 mentioned
Sharemaestro market context Trend signal active 52 weeks +27.7% · Next-week setup positive 57.2% AAPL34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Is Seagate's Strong Margin and Cash Flow Momentum Sustainable?

Seagate Technology Holdings plc STX delivered a strong finish to fiscal 2026, with revenue and profitability exceeding expectations. The company expanded its non-GAAP gross margin for the 13th consecutive quarter, while free cash flow margins reached 31%, generating more than $1.1 billion in the …

N1TA34 mentioned
Sharemaestro market context Trend signal active 52 weeks +65.2% N1TA34 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. …

NVDC34 mentioned MUTC34 mentioned
Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0% NVDC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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