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3 Reasons Investors Love Amphenol (APH)

3 Reasons Investors Love Amphenol (APH) Amphenol trades at $168 per share and has stayed right on track with the overall market, gaining 16.6% over the last six months. At the same time, the S&P 500 has returned 11.7%. Is now a good time …

A1PH34 main company
Sharemaestro market context Trend signal active 52 weeks +45.7% A1PH34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Advanced Micro Devices (AMD) Plans $5 Billion Bond Sale For AI Expansion

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. Advanced Micro Devices (NasdaqGS: AMD) is preparing a multi billion dollar investment grade bond …

A1MD34 main company
Sharemaestro market context Trend signal active 52 weeks +155.3% · Next-week setup positive 58.2% A1MD34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Super Micro Climbs 7% on Record Backlog, Dell and Hewlett Packard Enterprise Gain 3%

Quick Read Super Micro Computer's FY2027 revenue guide of $65 to $72 billion far exceeded the $53 billion consensus, sending SMCI up 7% and pulling Dell higher alongside it. Goldman Sachs named NetApp a top U.S. hardware pick as Lenovo's AI server pipeline surged …

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

BofA picks AMD and Nvidia as AI chip winners in massive CPU market

This article first appeared on GuruFocus. Bank of America (BAC) is becoming more bullish on processors as the rise of AI agents could create a larger role for CPUs inside data centers. The firm now sees the server CPU opportunity surpassing $210 billion by …

NVDC34 main company
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 Faces a New Burry Bet as China Memory Pressure Builds

This article first appeared on GuruFocus. Memory-chip maker Micron Technology Inc. (MU, Financials) fell in premarket trading as investors assessed a new pessimistic forecast from Michael Burry (Trades, Portfolio) and increasing competition from Chinese memory suppliers.Burry said he boosted to his Micron short around …

MUTC34 main company
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

Micron Just Lost Ground in Key Memory Market

This article first appeared on GuruFocus. China's Yangtze Memory Technologies has overtaken Micron Technology (NASDAQ:MU) and Kioxia in global NAND shipments, highlighting China's growing presence in a memory market being reshaped by severe supply constraints. But for Micron investors, the headline market-share loss looks …

MUTC34 main company
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

What Dip? Why Microsoft Stock's Post-Earnings Momentum Is Set To Continue.

Microsoft stock's trend remains intact, according to David Keller of Sierra Alpha Research, who explains why. Continue Reading

MSFT34 main company
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

Why Dell Stock Is Climbing Today

This article first appeared on GuruFocus. Dell Technologies (NYSE:DELL) shares climbed about 3% on Thursday after Lenovo Group (LNVGY) reported strong fiscal first-quarter results, highlighting continued demand for AI infrastructure. Lenovo generated $26.94 billion in quarterly revenue, up 43.1% from a year earlier. Its …

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

Cisco's Q4 Earnings Beat Estimates, Strong Networking Aids Revenues

Cisco Systems CSCO reported fourth-quarter fiscal 2026 non-GAAP earnings of $1.22 per share, up 23% year over year and beating the Zacks Consensus Estimate by 4.27%. Broad networking demand and operating leverage supported the year-over-year growth. Revenues increased 18% year over year to $17.252 …

CSCO34 main company M1CH34 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

Sandisk, Cisco, Micron, Ondas, Coherent, Cerebras, and More Stocks That Explain Today’s Market

Stocks rose Thursday following softer-than-expected wholesale inflation data for July and growing confidence that the Federal Reserve won’t raise interest rates. The company added that adjusted gross margins should stabilize at around 80% over that period, with an adjusted free-cash-flow margin of about 50%. …

CSCO34 main company
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

Design Software Stocks Q2 Earnings: Unity (NYSE:U) Firing on All Cylinders

Design Software Stocks Q2 Earnings: Unity (NYSE:U) Firing on All Cylinders As the Q2 earnings season wraps, let's dig into this quarter's best and worst performers in the design software industry, including Unity (NYSE:U) and its peers. The demand for rich, interactive 2D, 3D, …

U2ST34 mentioned P2CO34 mentioned
Sharemaestro market context Trend signal started 52 weeks +4.3% · Next-week setup negative 44.8% U2ST34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Super Micro, Dell, and HP Jump After Strong Lenovo Earnings

Quick Read SMCI surged 10% and DELL neared $500 after Lenovo's AI server pipeline jumped 157% sequentially, validating broad end-market AI demand. Super Micro guided FY27 revenue to $72B, beating Wall Street's $53B estimate by nearly $20B, though negative operating cash flow remains a …

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

Lam Research, Applied Materials, and Camtek Rise After SanDisk Issues Bullish Financial Targets

Quick Read SanDisk's 80% gross margin targets and signed contracts covering two-thirds of FY2028 bits drove LRCX up 4%, the most direct equipment beneficiary. AMAT reports Q3 earnings after today's close, while KLAC has already surged 72% year-to-date as equipment stocks get re-rated on …

L1RC34 main company A1MT34 main company
Sharemaestro market context Trend signal active 52 weeks +195.5% L1RC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Fintech, Payments Firms Outperform Expectations Amid Solid Consumer Spending, RBC Says

Financial technology and payments companies outperformed quarterly estimates as consumer spending tu 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? Sign …

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

Is Uber's Robotaxi Deal With Japan's Hinomaru Kotsu a Growth Catalyst?

Uber Technologies UBER announced that Uber Japan has entered into an operational partnership with taxi operator Hinomaru Kotsu Co., Ltd. Hinomaru Kotsu will manage daily fleet operations for Uber's autonomous-vehicle pilot in Tokyo, which is scheduled to launch in late 2026. Its responsibilities will …

U1BE34 main company
Sharemaestro market context Price below Trend Line 52 weeks -24.4% U1BE34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Twilio Director Andrew Stafman Sells 500,000 Shares for $123.5 Million

Andrew Stafman, Director at Twilio Inc. (NYSE:TWLO), sold ~500,000 shares of Class A Common Stock on August 12, 2026. SEC Form 4 filing. Transaction summary Metric Value Transaction value $123.5 million Shares sold (indirectly held) ~500,000 Post-transaction shares ~133,000 Post-transaction shares (directly held) 13,492 …

T1WL34 main company
Sharemaestro market context Trend signal active 52 weeks +114.7% T1WL34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

HubSpot Q2 Earnings Beat: Can AI Growth Offset Slower Buying Cycles?

HubSpot, Inc. HUBS delivered a second-quarter earnings beat, with revenues and earnings topping the Zacks Consensus Estimate. Revenue increased 20% year over year, while AI adoption continued across its agent portfolio. However, management also pointed to longer sales cycles, larger buying committees and greater …

H2UB34 main company
Sharemaestro market context Price below Trend Line 52 weeks -54.6% H2UB34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

HubSpot Stock: Buy, Hold or Wait as Growth Meets Valuation Pressure

HubSpot, Inc. HUBS combines 20% second-quarter revenue growth with improving cash generation, expanding enterprise adoption and rising AI usage. At the same time, customer buying decisions are taking longer, net revenue retention has eased and pricing changes are creating near-term execution pressure. With a …

H2UB34 main company
Sharemaestro market context Price below Trend Line 52 weeks -54.6% H2UB34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Is Atlassian’s (TEAM) New Code Context Subtly Redefining Its AI-Native Cloud Workflow Strategy?

In early August 2026, Atlassian Corporation introduced Code Context, a new Atlassian Teamwork Graph capability that securely connects and indexes large, multi-repository codebases for use across IDEs, AI coding tools, Jira, Rovo Chat, and the wider Atlassian ecosystem. By allowing AI agents and developers …

T1AM34 main company
Sharemaestro market context Price above Trend Line 52 weeks -15.4% T1AM34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

AT&T (T) Stock Still Looks A Bargain On Earnings But Weaker On Growth

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. AT&T stock has more than doubled over the past three years, yet recent weakness over the last year and a mixed shorter term picture …

E1RI34 mentioned
Sharemaestro market context Price below Trend Line 52 weeks +22.5% · Next-week setup positive 59.8% E1RI34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Will Dell Technologies (DELL) Beat Estimates Again in Its Next Earnings Report?

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Dell Technologies (DELL). This company, which is in the Zacks …

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

HubSpot Stock Fell 11.3% in a Week. Is the Weakness an Opportunity?

HubSpot, Inc. HUBS has come under pressure even as its second-quarter results showed continued revenue growth, customer expansion and rising AI adoption. The stock's decline puts greater focus on whether the company can convert its AI investments and enterprise momentum into durable growth. The …

H2UB34 main company
Sharemaestro market context Price below Trend Line 52 weeks -54.6% H2UB34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Philips, Shell targeted by hacking group

AMSTERDAM, Aug 13 (Reuters) - Philips and Shell were recently targeted by Cl0p, the hacking group said in ‌a statement on its website. Philips said it had ‌been targeted by Cl0p while Shell said it was aware of a ​recent "possible incident", confirming an …

F1IS34 mentioned
Sharemaestro market context Price below Trend Line 52 weeks -63.3% · Next-week setup negative 44.0% F1IS34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

All You Need to Know About Applied Materials (AMAT) Rating Upgrade to Strong Buy

Applied Materials (AMAT) could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices. A company's …

A1MT34 main company
Sharemaestro market context Trend signal active 52 weeks +210.6% A1MT34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Michael Burry doubles down on Nvidia short after $500B chip deal he calls a 'Wall Street stunt' with 'shades of Enron'

Unprecedented moves in the AI space this week are giving stock market experts flashbacks to one of the most famous corporate scandals in history, stoking fears that we're in line for a similarly catastrophic fallout. The headline-worthy $500 billion that Wall Street just announced …

NVDC34 main company
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

Analysts Are Undervaluing Berkshire Hathaway Now That Greg Abel Is Putting the Company's Cash to Work. But That's Not the Reason.

Given that the stock's only a tad below analysts' consensus price target of $525.08 following the recent release of its second-quarter results, Berkshire Hathaway's (NYSE: BRKA) (NYSE: BRKB) Class B shares appear to be fully and fairly valued. And maybe they are. Dig deeper, …

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

Shopify's AI-Driven Commerce Gains Momentum: A Sign of More Upside?

Shopify's SHOP AI-driven commerce opportunity is strengthening the company's growth prospects as artificial intelligence reshapes how consumers discover and purchase products. During the second quarter of 2026, AI-driven traffic and orders to Shopify stores each tripled year over year, while new buyer orders through …

S2HO34 main company
Sharemaestro market context Price above Trend Line 52 weeks +1.4% S2HO34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Microchip Technology (MCHP) Signals Cyclical Recovery with Q4 Beat and Strong Guidance

Sycamore Capital Management, a franchise of Victory Capital Management, released its Q2 2026 investor letter for "Sycamore Mid Cap Value Equity Strategy". A copy of the letter can be downloaded here. Sycamore Capital's Mid Cap Value investment team focuses on a bottom-up approach to …

M1CH34 main company
Sharemaestro market context Price above Trend Line 52 weeks +23.8% · Next-week setup negative 31.3% M1CH34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Why Intuitive Machines Stock Dropped Today

Space stock Intuitive Machines (NASDAQ: LUNR) tumbled 3% through 11:05 a.m. ET Thursday morning -- but it could have been worse. After reporting a big earnings miss for Q2 this morning, shares were at one point down as much as 16%! So what went …

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

Just Keep Following The Money Following CoreWeave’s Spike

Quick Read CoreWeave's $104 billion contracted backlog, with $25 billion in fresh Q3 commitments, gives the company multi-year revenue visibility few high-growth rivals can match. CRWV trades 28% below analyst targets, but NVDA supplier concentration and a debt-to-equity of 8.94 make leverage the defining …

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

Wall Street Is Treating Nvidia GPUs Like Forever Cash-Flow Machines. Here’s What Shatters That Illusion

Quick Read Nvidia's A100 GPUs launched in 2020 still command meaningful rental rates in 2026, pushing CoreWeave's contracted customer demand above $129 billion. Nvidia is mobilizing over $500 billion in third-party capital and backing residual values up to 25%, with CME compute futures set …

NVDC34 main company
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

Nvidia, IBD Stock Of The Day, Nears Buy Point Ahead Of Fiscal Q2 Earnings Report

Nvidia is the IBD Stock Of The Day as the artificial intelligence chipmaker bounces back from a recent swoon. Continue Reading

NVDC34 main company
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

Jim Cramer Says Nvidia GPUs Are ‘More Like Fine Jewelry’ Than Cars. Here Is Why That Matters for NVDA Investors.

Quick Read Jim Cramer argues NVDA GPUs hold value like fine jewelry, backed by 75% gross margins and $81.6B in Q1 FY2027 revenue. Nvidia's CUDA software moat anchors a $500B AI financing stack by ensuring installed GPUs retain collateral value years after newer chips …

NVDC34 main company
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

Why Nvidia May Stand in the Way of Wall Street's Plans to Turn AI Compute Into a Commodity

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. CME Group Inc. (NASDAQ:CME) said Tuesday it will launch AI compute futures on Oct. 5, pending regulatory review, with contracts tracking monthly rental prices for NVIDIA Corp. …

NVDC34 main company
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 Stock Keeps Rallying. Watch Out for This New Memory-Chip Rival.

Despite Thursday’s surge, the company fell behind in the second quarter among suppliers of NAND memory chips. Continue Reading

MUTC34 main company
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

Déjà Vu. Why Intel Is Eyeing a Return to Memory.

Intel’s CEO said this week that the chip maker may return to the memory market, potentially making it a challenger to Micron and SK Hynix. Continue Reading

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

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