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Taalas Buyout Boosts AMD's AI Inference Abilities Against NVDA & GOOGL

Advanced Micro Devices AMD announced on Thursday (Aug. 6) that it has entered into a definitive agreement to acquire Taalas, a Toronto-based developer of specialized AI inference silicon, as the company looks to strengthen its position in the rapidly expanding AI inference market. Taalas' …

A1MD34 mentioned
Sharemaestro market context Trend signal active 52 weeks +195.4% · Next-week setup positive 59.0% A1MD34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Hot-Flash Drug Trial Result Sends AbCellera Up as Much as 41%

(Bloomberg) -- Biotech company AbCellera Biologics Inc. jumped as much as 41%, giving it a market value of almost $3 billion, after it said a potential remedy for hot flashes was effective in a mid-stage trial. Most Read from Bloomberg China Unleashes $28 Trillion …

P2LT34 mentioned
Sharemaestro market context Price above Trend Line 52 weeks +5.9% · Next-week setup positive 56.8% P2LT34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Microsoft (MSFT) Becomes A Key Name In Sovereign AI And Healthcare Twins

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Microsoft (NasdaqGS:MSFT) is emerging as a central provider of sovereign AI infrastructure as governments and industries seek secure, localized data and AI solutions. …

MSFT34 main company
Sharemaestro market context Trend signal started 52 weeks -5.5% · Next-week setup positive 56.9% MSFT34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Snowflake (SNOW) Added A No Code AI Data App To Its Marketplace

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. Snowflake (NYSE:SNOW) added Alteryx One to Snowflake Marketplace, giving joint customers a no-code way …

S2NW34 main company
Sharemaestro market context Trend signal active 52 weeks +60.9% · Next-week setup positive 56.3% S2NW34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Everpure, NetApp and HPE receive upgrades from Morgan Stanley

[Hewlett Packard Enterprise ( HPE ) corporate headquarters located in Silicon Valley] Sundry Photography/iStock Editorial via Getty Images Everpure (P [https://seekingalpha.com/symbol/P]), NetApp (NTAP [https://seekingalpha.com/symbol/NTAP]) and HPE (HPE [https://seekingalpha.com/symbol/HPE]) all received ratings upgrades from Morgan Stanley. "We are upgrading Everpure to Overweight as we see …

N1TA34 main company
Sharemaestro market context Trend signal active 52 weeks +82.5% N1TA34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Cerebras Q2 Earnings Loom: Buy or Sell CBRS Stock Ahead of Results?

Cerebras Systems CBRS is set to release its second-quarter 2026 results on Aug. 12. The company anticipates second-quarter 2026 core revenues of $194 million, implying 88% year-over-year growth. The Zacks Consensus Estimate for revenues is pegged at $194.16 million. Cerebras reported revenues of $193.4 …

AVGO34 mentioned
Sharemaestro market context Trend signal active 52 weeks +26.4% AVGO34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Q2 Rundown: Fair Isaac Corporation (NYSE:FICO) Vs Other Data & Business Process Services Stocks

Q2 Rundown: Fair Isaac Corporation (NYSE:FICO) Vs Other Data & Business Process Services Stocks The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let's take a look at …

S1SN34 mentioned
Sharemaestro market context Price below Trend Line 52 weeks -28.4% · Next-week setup negative 19.9% S1SN34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Broadcom Stock Looks Like a Screaming Deal

Key Points Broadcom expects its custom AI chip business to top $100 billion in 2027. Yet, the stock isn't priced at a major premium, especially after its recent dip.10 stocks we like better than Broadcom › Broadcom(NASDAQ: AVGO) has been a great investment in …

AVGO34 main company
Sharemaestro market context Trend signal active 52 weeks +26.4% AVGO34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Lam Research (LRCX) Upgraded to Strong Buy: Here's Why

Investors might want to bet on Lam Research (LRCX), as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices. The …

L1RC34 main company
Sharemaestro market context Trend signal active 52 weeks +219.2% L1RC34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

TSMC Stock Holds Flat Despite 44.7% July Sales Surge

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM), the world's largest contract-chip manufacturer, reported another monster month in July, with revenue surging 44.7% year over year to approximately NT$467.58 billion. Sales also climbed 5.6% from June's NT$442.68 billion, adding roughly NT$24.90 billion …

TSMC34 mentioned
Sharemaestro market context Trend signal active 52 weeks +77.9% · Next-week setup positive 60.4% TSMC34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Following IonQ and D-Wave Earnings, Don’t Count Out These Smaller Quantum Stocks

Earnings reports from Horizon Quantum and Xanadu Quantum Technologies show the companies have a chance to compete with bigger names—if they can secure capital. Continue Reading

IBMB34 mentioned
Sharemaestro market context Price below Trend Line 52 weeks -6.8% IBMB34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Why Micron is Decisively Better Positioned Than Intel Now

Quick Read Micron (MU) posted 346% revenue growth and 84.6% gross margins while Intel (INTC) absorbed an $11 billion net loss driven by foundry losses. Sanjay Mehrotra locked in 16 Strategic Customer Agreements worth ~$100 billion in minimum revenue, with floor-price margins exceeding any …

MUTC34 main company ITLC34 main company
Sharemaestro market context Trend signal active 52 weeks +701.3% · Next-week setup positive 56.8% MUTC34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Apple Stock Falls on Downgrade -- Jefferies Warns of Major iPhone Setback

This article first appeared on GuruFocus. Apple (NASDAQ:AAPL) shares slipped about 2% on Monday after Jefferies lowered its rating on the stock, citing concerns about a reported cancellation of a planned all-glass iPhone and the challenges of lifting premium pricing, according to a Monday …

AAPL34 main company
Sharemaestro market context Trend signal active 52 weeks +29.3% · Next-week setup positive 58.2% AAPL34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

It Isn’t Too Late to Buy AI Hardware Boom, Analyst Says. Just Look at HPE Stock.

Hewlett Packard Enterprise has benefited greatly from the massive demand for the hardware needed to power artificial intelligence, and Morgan Stanley doesn’t think the demand will slow down soon. Morgan Stanley analyst Erik Woodring upgraded shares of HPE to Overweight from Equal-Weight on Monday …

H1PE34 mentioned
Sharemaestro market context Trend signal active 52 weeks +154.7% H1PE34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Intel Stock Drops 4.5% as $15 Billion Share Sale Hits

This article first appeared on GuruFocus. Intel (NASDAQ:INTC), the chip giant betting billions on a manufacturing comeback, launched a massive $15 billion stock offering Monday, and investors immediately hit the brakes. Shares dropped roughly 4.5% during the regular session. Underwriters can buy another $2.25 …

ITLC34 main company
Sharemaestro market context Trend signal active 52 weeks +298.1% · Next-week setup positive 56.4% ITLC34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Apple Stock Falls 2.2% as Jefferies Turns Bearish

This article first appeared on GuruFocus. Apple (NASDAQ:AAPL), the consumer-tech powerhouse behind the iPhone and Mac, fell approximately 2.2% in Monday's regular session after Jefferies delivered a fresh reality check. Analyst Edison Lee downgraded the stock from Hold and chopped his price target to …

AAPL34 main company
Sharemaestro market context Trend signal active 52 weeks +29.3% · Next-week setup positive 58.2% AAPL34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Intel to Raise $15 Billion for Capital Spending, Stock Falls

This article first appeared on GuruFocus. Intel (NASDAQ:INTC) fell 3.71% premarket after announcing a $15 billion public offering of common stock. The company said it may use the proceeds for general corporate purposes, including capital expenditures and working capital, and it granted underwriters a …

ITLC34 main company
Sharemaestro market context Trend signal active 52 weeks +298.1% · Next-week setup positive 56.4% ITLC34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

ASML Dropped 5% Over a Month But a Prominent Wall Street Wealth Manager Sees 50% Returns Coming

Quick Read A China state-backed DUV headline sent ASML down 7%, but Bernstein's $2,623 Street-high target still implies 50% upside from current levels. Peers AMAT and KLAC fell 5 to 10% on the same China fears but carry only roughly 17% analyst-implied upside, a …

ASML34 main company A1MT34 mentioned
Sharemaestro market context Trend signal active 52 weeks +136.9% · Next-week setup positive 58.1% ASML34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

SNDK vs. NTAP: Which Stock Is the Better Value Option?

Investors with an interest in Computer- Storage Devices stocks have likely encountered both Sandisk Corporation (SNDK) and NetApp (NTAP). But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look. Everyone …

N1TA34 mentioned
Sharemaestro market context Trend signal active 52 weeks +82.5% N1TA34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Intel's AI Problem Just Got Bigger

This article first appeared on GuruFocus. Intel (NASDAQ:INTC) is turning to shareholders for fresh capital as it tries to capture a larger piece of the AI infrastructure boom. The chipmaker plans to raise $15 billion through a common-stock offering, a move that strengthens its …

ITLC34 main company
Sharemaestro market context Trend signal active 52 weeks +298.1% · Next-week setup positive 56.4% ITLC34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Microsoft's Nvidia Alternative Is Getting Much Bigger

This article first appeared on GuruFocus. Microsoft Corp. (MSFT, Financials), the software and cloud giant, could unveil its next-generation Maia 300 AI chip as soon as September as it takes a bigger step toward reducing its dependence on Nvidia. Warning! GuruFocus has detected 3 …

MSFT34 main company TSMC34 mentioned
Sharemaestro market context Trend signal started 52 weeks -5.5% · Next-week setup positive 56.9% MSFT34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Samsung Just Raised Pressure on Micron

This article first appeared on GuruFocus. Samsung Electronics (SSNLF) is closing the gap in the high-bandwidth memory race faster than expected, with its HBM4 production yield reportedly reaching about 80% months ahead of its year-end target. The improvement could strengthen Samsung's position in the …

MUTC34 main company
Sharemaestro market context Trend signal active 52 weeks +701.3% · Next-week setup positive 56.8% MUTC34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Top Midday Stories: Intel Offers $15 Billion of Common Stock; Microsoft to Ramp Up Production of Homegrown AI Chip

Stocks were relatively flat on Monday, as investors await further developments on the status of nego 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 …

ITLC34 main company MSFT34 mentioned
Sharemaestro market context Trend signal active 52 weeks +298.1% · Next-week setup positive 56.4% ITLC34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Cisco Q4 Earnings Preview: What Investors Should Expect

This article first appeared on GuruFocus. Cisco Systems (NASDAQ:CSCO) is heading into its fiscal fourth-quarter earnings report with investors focused on whether AI infrastructure demand can sustain its recent growth. The results are due after Wednesday's close, with Wall Street watching both the numbers …

CSCO34 main company
Sharemaestro market context Trend signal active 52 weeks +62.5% · Next-week setup positive 60.8% CSCO34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

SNES: Revenue & Margin Improvements Align with Aims to Create Path to Profitability, Cash Flow

By M. Marin NASDAQ: SNES READ THE FULL SNES RESEARCH REPORT Believe 2Q26 illustrates strong momentum on benefits of growth initiatives SenesTech, Inc. (NASDAQ: SNES), a leader in rodent birth control solutions with patented products that provide proven long-term and sustainable rodent population management, …

S2HO34 mentioned
Sharemaestro market context Price above Trend Line 52 weeks +4.8% S2HO34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

1 Cash-Producing Stock with Impressive Fundamentals and 2 We Turn Down

1 Cash-Producing Stock with Impressive Fundamentals and 2 We Turn Down A company that generates cash isn't automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand. Cash flow is valuable, but it's not everything - StockStory …

M1SI34 mentioned
Sharemaestro market context Price above Trend Line 52 weeks -3.0% · Next-week setup negative 40.3% M1SI34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Ciena Down 29% in Past 3 Months: Should Investors Buy, Hold or Sell?

Ciena Corporation CIEN shares have plunged 29.1% in the past three months, underperforming the Zacks Computer & Technology sector's growth of 1.5% and the Zacks Communication - Components industry's decline of 19.4%. The S&P 500 composite is up 4% over the same time frame. …

CSCO34 mentioned A1NE34 mentioned
Sharemaestro market context Trend signal active 52 weeks +62.5% · Next-week setup positive 60.8% CSCO34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

‘Massive Upgrade Cycle’ Coming – Ignore Memory Costs Panic and Buy Apple (AAPL)?

Apple (NASDAQ:AAPL) shares are in the red today amid reports that rising memory costs could result in higher prices for the iPhone 18, while a Jefferies report indicated disappointing prospects for an all-glass iPhone. However, Gene Munster, managing partner at Deepwater Asset Management, said …

AAPL34 mentioned
Sharemaestro market context Trend signal active 52 weeks +29.3% · Next-week setup positive 58.2% AAPL34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Apple Investors Get Fresh iPhone Warning

This article first appeared on GuruFocus. Apple (NASDAQ:AAPL) is facing a fresh product-cycle risk after Jefferies downgraded the iPhone maker to Underperform from Hold, arguing that the apparent cancellation of a planned all-glass iPhone could limit Apple's ability to push customers toward higher-priced devices. …

AAPL34 main company
Sharemaestro market context Trend signal active 52 weeks +29.3% · Next-week setup positive 58.2% AAPL34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Zacks Investment Ideas feature highlights: Twilio

For Immediate Release Chicago, IL – August 10, 2026 – Today, Zacks Investment Ideas feature highlights Twilio TWLO. Twilio Stock Surges Post-Q2 Earnings: Is It a Buy Now? Twilio shares have surged to a new all-time high of $254 a share after the cloud …

T1WL34 main company
Sharemaestro market context Trend signal active 52 weeks +116.5% T1WL34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Qualcomm's Android Growth Number Has Left The Front Of The Story

Photo by manseok_Kim on Pixabay A metric management once put at the top of its quarterly summary now surfaces only when someone asks for it. Qualcomm (QCOM) used to put a growth rate on Android revenue in its quarterly summary. That number is no …

QCOM34 main company AVGO34 mentioned
Sharemaestro market context Price below Trend Line 52 weeks +2.5% QCOM34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Sony and TSMC Plan a $6.3 Billion Chip Bet

This article first appeared on GuruFocus. Sony Group Corp. (SONY, Financials), the world's largest maker of image sensors, and Taiwan Semiconductor Manufacturing are reportedly gearing up an investment of around $6.3 billion to jointly produce next-generation chips in Japan.A Nikkei article, citing Reuters, said …

SNEC34 main company TSMC34 mentioned
Sharemaestro market context Price above Trend Line 52 weeks -1.1% SNEC34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Zacks Investment Ideas feature highlights: Palantir, SpaceX, Cerebras and NVIDIA

For Immediate Release Chicago, IL – August 10, 2026 – Today, Zacks Investment Ideas feature highlights Palantir PLTR, SpaceX SPCX, Cerebras CBRS and NVIDIA NVDA. Why Bad Jobs News Is Good News for Equities U.S. Jobs Number Disappoints Friday morning, the Bureau of Labor …

P2LT34 main company
Sharemaestro market context Price above Trend Line 52 weeks +5.9% · Next-week setup positive 56.8% P2LT34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Microsoft (MSFT) Stock Looks Fully Valued Despite Strong AI Optimism

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Microsoft stock has delivered a 76.8% return over the past 5 years, yet the latest valuation checks suggest it no longer looks obviously cheap, with an intrinsic …

MSFT34 main company
Sharemaestro market context Trend signal started 52 weeks -5.5% · Next-week setup positive 56.9% MSFT34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

HPE Stock Jumps 6% on a Morgan Stanley Upgrade

This article first appeared on GuruFocus. Hewlett Packard Enterprise (NYSE:HPE), the enterprise server, storage, and networking maker, rose 5.82% premarket after Morgan Stanley upgraded the stock to Overweight from Equal Weight with a price target of $69. The bank said the market underappreciates the …

H1PE34 mentioned
Sharemaestro market context Trend signal active 52 weeks +154.7% H1PE34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

AMAT to Post Q3 Earnings: Time to Buy, Sell or Hold the Stock?

Applied Materials AMAT is scheduled to report third-quarter fiscal 2026 results on Aug. 13. For the fiscal third quarter, AMAT expects revenues to be $8.95 billion (+/- $500 million). The Zacks Consensus Estimate for revenues is pegged at $9 billion, suggesting an increase of …

L1RC34 mentioned A1MT34 mentioned
Sharemaestro market context Trend signal active 52 weeks +219.2% L1RC34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

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