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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

VeriSign CEO James Bidzos Sells 3,300 Shares for $979,000

D. James Bidzos, Exec. Chairman, Pres, & CEO of VeriSign (NASDAQ:VRSN), sold 3,300 shares of common stock on Aug. 4, 2026, according to a recent SEC Form 4 filing. Transaction summary Metric Value Shares sold 3,300 Transaction value $979,000 Post-transaction shares (directly held) 409,639 …

VRSN34 main company
Sharemaestro market context Trend signal active 52 weeks -5.8% · Next-week setup negative 31.7% VRSN34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Sam Altman Told the White House He Supports Slowing AI Development. Here's Why That Matters for AI Stocks.

In late July, Sam Altman went to Washington, D.C., to brief lawmakers on OpenAI's next-frontier model after one of its systems autonomously hacked another artificial intelligence (AI) platform, Hugging Face, and then pivoted to attack a customer's cloud account. Coming out of those meetings, …

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: Dow's Gain Vanishes; Credo Technology Approaches New Entry (Live Coverage)

Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings. Continue Reading

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

Why Sandisk Stock Popped Again Today

Sandisk (NASDAQ: SNDK) stock is heading into its fourth straight day of gains Thursday -- up 6.2% through 10:50 a.m. ET -- and has Evercore ISI to thank for it. In a note this morning, Evercore analyst Amit Daryanani reiterated his outperform rating and …

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

IREN Rallies 6% as Microsoft Signs Off on Horizon 1, NVIDIA Grants Exemplar Cloud Status

Quick Read IREN surged 6% after Microsoft formally accepted Horizon 1, triggering monthly invoicing under a five-year, $9.7 billion cloud services agreement. NVIDIA's Exemplar Cloud designation validates Horizon 1's AI performance, potentially helping IREN attract hyperscalers beyond Microsoft for its 480MW 2026 capacity target. …

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

MongoDB's Atlas Growth, AI-Native Customer Base in Focus Ahead of Q2 Results, RBC Says

MongoDB (MDB) is expected to see continued Atlas growth when it reports fiscal Q2 results, with inve 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 …

M1DB34 main company
Sharemaestro market context Price above Trend Line 52 weeks +71.9% · Next-week setup negative 44.4% M1DB34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Applied Materials Stock Nearly Tripled On Orders It Cannot Ship Fast Enough

Image from Pixabay The stock is priced on a multi-year fab build-out whose pace is set by supply chains rather than by demand. Applied Materials (AMAT) stock has nearly tripled over the past year, returning 193% while the S&P 500 gained 21%. Revenue over …

A1MT34 main company M1CH34 mentioned
Sharemaestro market context Trend signal active 52 weeks +210.6% A1MT34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

IREN (IREN) Is Up 12.3% After Microsoft Accepts Horizon 1 AI Cloud Deployment - What's Changed

IREN Limited recently confirmed that Horizon 1, the first of four 50MW direct-to-chip liquid-cooled AI cloud deployments, has been delivered to and accepted by Microsoft under their five-year, US$9.70 billion cloud services contract. In parallel, IREN secured NVIDIA Exemplar Cloud status for its GB300 …

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

Keysight to Report Q3 Earnings: Can Healthy Revenues Drive Growth?

Keysight Technologies, Inc. KEYS is set to release third-quarter fiscal 2026 results on Aug. 18, after the closing bell. In the last reported quarter, the company delivered an earnings surprise of 23.18%. It pulled off a trailing four-quarter earnings surprise of 9.46%, on average, …

K1SG34 main company
Sharemaestro market context Trend signal active 52 weeks +93.1% · Next-week setup negative 14.8% K1SG34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Nvidia’s new $500B plan is risky but brilliant, especially for aging GPUs

Nvidia announced this week that Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR were willing to commit up to $500 billion to build AI data centers. That eye-popping figure got a lot of the attention, but the bigger story is Nvidia's effort to create …

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

Things are looking up for AI infrastructure companies, for now

The AI build-out doesn't appear to be slowing anytime soon. At least that's what you can glean from a trio of earnings after the bell on Tuesday. CoreWeave (CRWV), Nebius (NBIS), and Supermicro (SMCI) each reported strong quarterly results, sending shares soaring on Wednesday …

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

Cisco Sees Strong Enterprise, AI Demand as Market-Share Momentum Builds, Morgan Stanley Says

Cisco Systems (CSCO) is benefiting from broad-based strength across its core enterprise business and hyperscaler AI infrastructure, with improved supply availability helping drive market-share gains and stronger growth, Morgan Stanley said Thursday in a report.Cisco's core Silver Upgrade to read this MT Newswires article …

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

Global 3D Printed Implant Polypropylenes Market Size/Share Worth USD 2.92 Billion by 2035 at a 9.2% CAGR: Healthcare Foresights (Analysis, Outlook, Leaders, Report, Trends, Forecast, Segmentation, Growth Rate, Value, SWOT Analysis)

Custom Market Insights [220+ Pages Latest Report] According to a market research study published by Healthcare Foresights, the demand analysis of Global 3D Printed Implant Polypropylenes Market size & share revenue was valued at approximately USD 1.2 Billion in 2025 and is expected to …

HPQB34 mentioned
Sharemaestro market context Trend signal active 52 weeks +8.1% · Next-week setup positive 55.5% HPQB34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Palantir AIP Could Deliver a Powerful Shift in the Company's Growth Trajectory

Palantir (NASDAQ: PLTR) is transforming from a government-focused contractor into a commercial AI platform with trillion-dollar ambitions. This video examines whether AIP can become the operating system for enterprise AI and whether Palantir's accelerating growth can justify its demanding valuation. Stock prices used were …

P2LT34 main company
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

91% of Upstart's Loans Were Fully Automated Last Quarter. No Bank Can Underwrite That Cheaply.

Upstart (NASDAQ: UPST) has had its share of ups and downs since the fintech went public in late 2020. The company, which uses artificial intelligence (AI) to process loan requests, is currently in a downward trend, with the stock price sliding about 31% year …

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

Noteworthy ETF Outflows: TQQQ, ADI, MRVL, GILD

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the ProShares UltraPro QQQ (Symbol: TQQQ) where we have detected an approximate $156.7 million dollar outflow -- that's a 0.4% decrease week over week (from …

A1DI34 mentioned
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

1 Growth Stock Set to Flourish and 2 We Find Risky

1 Growth Stock Set to Flourish and 2 We Find Risky Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID …

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

Michael Burry Sounds the Alarm Again: AI Is a Circular Financing Web With Nvidia In the Middle

Quick Read Michael Burry flagged that $879 billion in hyperscaler commitments circle through Nvidia (NVDA), inflating reported revenue without multiplying actual customer demand. Five hyperscalers carry $1.65 trillion in off-balance-sheet debt, and Nvidia's CDS spread has doubled in two months as credit markets price …

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

Cisco raises AI outlook as infrastructure demand accelerates

Yahoo Finance Executive Editor Brian Sozzi welcomes Cisco (CSCO) CFO Mark Patterson to discuss the company's latest earnings, investor concerns, and Cisco's updated full-year AI outlook. Cisco is forecasting continued strength in AI infrastructure demand, with FY2027 AI infrastructure revenue expected to reach $7.5 …

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

Remitly's Send Volume Is Growing Nearly Twice as Fast as Its Customer Count. That Gap Is the Whole Investment Case.

For nearly all businesses, more scale means wider profit margins and, therefore, profit growth that outpaces revenue growth. Credit the fact that at least some parts of any company's operating costs eventually plateau. And in some cases, even variable costs directly linked to manufacturing …

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

1 Growth Stock to Add to Your Roster and 2 We Turn Down

1 Growth Stock to Add to Your Roster and 2 We Turn Down Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to …

CSCO34 mentioned H2UB34 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

Can Micron's AI Memory Focus Help It Outpace SK Hynix and Sandisk?

Micron Technology, Inc. MU is sharpening its focus on artificial intelligence (AI) memory as demand for high-bandwidth memory (HBM), DRAM and data-center storage accelerates. The strategy is producing strong financial results, but Micron still faces tough competition from SK Hynix Inc. SKHY in HBM …

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

Stock Market Today: Dow Lags Nasdaq's Gain; Cisco Falls 7% On Earnings (Live Coverage)

Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings. Continue Reading

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

Nvidia bulls may have a small problem on their hands

If there is any reason to proceed with caution ahead of Nvidia's (NVDA) earnings on Aug. 26, it's that the market is positioned for the company to post great results and for CEO Jensen Huang to sound super bullish on the earnings call. This …

NVDC34 main company 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

Stocks Close Higher on Favorable CPI Report and Positive AI News

The S&P 500 Index ($SPX) (SPY) on Wednesday rose +0.26%, the Dow Jones Industrial Average ($DOWI) (DIA) fell -0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose +0.74%. September E-mini S&P futures (ESU26) rose +0.31%, and September E-mini Nasdaq futures (NQU26) rose +0.71%. Stocks …

NVDC34 mentioned MSFT34 mentioned MUTC34 mentioned CSCO34 mentioned A1MT34 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

Here's Where the Fed May Take Interest Rates Under Chairman Kevin Warsh

Federal Reserve Chairman Kevin Warsh began leading the U.S.'s central bank in March, and since then, the Fed has kept interest rates unchanged at both of its meetings. This past meeting, however, presented the largest Fed dissent in a decade, with nine policymakers voting …

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

IREN Jumps 10% as Microsoft Accepts First AI Data Center Under $9.7 Billion Deal

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. IREN Ltd.(NASDAQ:IREN) shares jumped over 10% Thursday after Microsoft Corp.(NASDAQ:MSFT) formally approved Horizon 1, clearing the first of four AI data centers IREN is building under their …

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

SoundHound's Q2 Results Fuel Estimate Hikes: Is the Stock a Buy Now?

SoundHound AI, Inc. SOUN has given Wall Street fresh reasons to become more positive after a record second quarter, highlighted by faster revenue growth, improving margins and strong adoption of its OASYS platform. The better-than-expected performance has led to upward estimate revisions, strengthening the …

N1IC34 mentioned C2RN34 mentioned
Sharemaestro market context Price below Trend Line 52 weeks -27.3% · Next-week setup negative 25.0% N1IC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Broadcom (AVGO) Stock Trades Near Fair Value But At A Premium On Earnings

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Broadcom stock has delivered a very large 5 year gain yet current checks suggest it is no longer obviously cheap, with a Discounted Cash Flow (DCF) estimate …

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

Why Is Coherent (COHR) Drawing Attention After A Q4 Beat And Raised Outlook?

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Coherent (NYSE: COHR) reported fourth quarter results that exceeded expectations, supported by strong AI infrastructure demand in its data center optical networking business. The company …

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

My Take on Barrick Mining's Pullback: This Is a Buying Window, Not a Red Flag.

Shares of Barrick Mining (NYSE: B) are down around 0.5% so far this year and off roughly 20% from their 52-week high of $54.69. Based on those numbers, you would think the Canadian mining company is having a bad year, but that's far from …

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

Can Nvidia’s circular financing keep fueling the market rally?

Morning Brief Host Julie Hyman welcomes Defiance ETFs CIOSylvia Jablonski and Yahoo Finance Senior Business Reporter Ines Ferre to the show to break down Nvidia (NVDA)'s circular financing, the cyclical nature of the semiconductor industry, and whether massive AI capex spending can continue to …

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

Cisco Q4 Earnings Call Centers on AI Networking Supercycle

Cisco Systems, Inc. CSCO used its fiscal fourth-quarter 2026 call to frame AI as the catalyst for a broader networking refresh. Chairman and CEO Chuck Robbins pointed to demand across hyperscalers, enterprises and telecom customers, while management set fiscal 2027 AI infrastructure revenues at …

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

Why Nvidia Stock Is Stuck Despite a Wild Week for AI

On paper, the technicals for the stock look positive. After closing above $224 on Wednesday, the share price is sitting comfortably above all of its 20-day, 50-day, and 200-day moving averages. 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

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