{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: Brazil Computer Hardware news", "home_page_url": "https://sharemaestro.com/newsreel/br/technology/computer-hardware/", "feed_url": "https://sharemaestro.com/newsreel/br/technology/computer-hardware/feed.json", "description": "Latest Computer Hardware company headlines from Brazil, newest first, with source links and direct routes to company research and sentiment.", "language": "en", "items": [{"id": "source:3e6bec60def4414a026cebe7f87a6658720e339e704cc2cec72a9d6056bb3cdc", "url": "https://finance.yahoo.com/technology/articles/metristar-top-provider-room-video-080100716.html", "external_url": "https://finance.yahoo.com/technology/articles/metristar-top-provider-room-video-080100716.html", "title": "MetriStar Top Provider: Room Video Conferencing Report: Evaluating Customer Sentiment, Business Value, and Market Strategies of Cisco, Zoom, Microsoft, and Logitech", "content_text": "Company Logo Opportunities center on easy-to-use hybrid meeting systems, including all-in-one video bars, modular room kits, intelligent cameras and audio, and native Teams/Zoom support. Vendors can differentiate through reliability, user satisfaction, productivity gains and cost savings. Dublin, Aug. 14, 2026 (GLOBE NEWSWIRE) -- The \"MetriStar Top Provider: Room Video Conferencing Systems\" has been added to ResearchAndMarkets.com's offering As hybrid work continues to reshape enterprise collaboration, the 2025 MetriStar Top Provider Award for Room Video Conferencing Systems offers organizatio", "date_published": "2026-08-14T08:01:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "HPQB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "HPQB34", "name": "HP Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b3b82de6-e19e-4310-b83a-0c169ecf2df4/"}]}}, {"id": "source:f8618519319834cd3a08e9224de73cb83cbab8c8b5adea1471c63721bd5ab34f", "url": "https://finance.yahoo.com/markets/stocks/articles/hp-hpq-turn-rising-component-011016107.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/hp-hpq-turn-rising-component-011016107.html", "title": "Can HP (HPQ) Turn Rising Component Costs Into a Stronger AI PC Strategy?", "content_text": "In the past week, HP said it expects fiscal third-quarter earnings per share slightly above analyst forecasts, even as management warned that higher memory, storage, and CPU costs could pressure profitability and test the resilience of AI PC-driven demand. This tension between flat longer-term demand expectations, less profitable incremental sales, and an upcoming earnings test has sharpened focus on whether HP can better align its product mix and services with what customers want this cycle. Next, we'll examine how this earnings preview, especially the margin pressure from rising component co", "date_published": "2026-08-14T01:10:16+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "HPQB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "HPQB34", "name": "HP Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b3b82de6-e19e-4310-b83a-0c169ecf2df4/"}]}}, {"id": "source:8bd485cf8dbbd76324d5ebf5ad4f9b372bd2315ea29811ba5000eab78bf44567", "url": "https://finance.yahoo.com/markets/stocks/articles/dell-technologies-dell-exceeds-market-214502252.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/dell-technologies-dell-exceeds-market-214502252.html", "title": "Dell Technologies (DELL) Exceeds Market Returns: Some Facts to Consider", "content_text": "Dell Technologies (DELL) closed at $494.51 in the latest trading session, marking a +2.07% move from the prior day. The stock's performance was ahead of the S&P 500's daily gain of 0.65%. Elsewhere, the Dow saw an upswing of 0.13%, while the tech-heavy Nasdaq appreciated by 0.81%. Coming into today, shares of the computer and technology services provider had gained 17.4% in the past month. In that same time, the Computer and Technology sector gained 0.81%, while the S&P 500 gained 2.38%. Analysts and investors alike will be keeping a close eye on the performance of Dell Technologies in its upc", "date_published": "2026-08-13T21:45:02+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "D1EL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "D1EL34", "name": "Dell Technologies Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/20b315dd-9085-4428-8c9d-2c7fe9ac1dc7/"}]}}, {"id": "source:b40fd197e96f7c67ca55dcb9bc420cc2bb98d34ccf8c228f121f1df1249ff1ee", "url": "https://finance.yahoo.com/markets/stocks/articles/why-dell-stock-climbing-today-164652089.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/why-dell-stock-climbing-today-164652089.html", "title": "Why Dell Stock Is Climbing Today", "content_text": "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 Infrastructure Solutions Group nearly doubled sales to $8.5 billion and produced $777 million in operating profit, with its margin reaching 9.1%. Warning! GuruFocus has detected 7 Warning Signs with DELL. Is DELL fairly valued? Test your thesis with our free DCF calculator. Len", "date_published": "2026-08-13T16:46:52+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "D1EL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "D1EL34", "name": "Dell Technologies Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/20b315dd-9085-4428-8c9d-2c7fe9ac1dc7/"}]}}, {"id": "source:141dc2b8e649704babea3013642c5f0373c7157d2889c084ebf3aa5197f0ecf9", "url": "https://finance.yahoo.com/markets/stocks/articles/super-micro-dell-hp-jump-163350352.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/super-micro-dell-hp-jump-163350352.html", "title": "Super Micro, Dell, and HP Jump After Strong Lenovo Earnings", "content_text": "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 red flag. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Shares of AI server and PC hardware makers are rallying at midday Thursday. Super Micro Computer (NASDAQ:SMCI) leads the gro", "date_published": "2026-08-13T16:33:50+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "D1EL34", "HPQB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "D1EL34", "name": "Dell Technologies Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/20b315dd-9085-4428-8c9d-2c7fe9ac1dc7/"}, {"symbol": "HPQB34", "name": "HP Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b3b82de6-e19e-4310-b83a-0c169ecf2df4/"}]}}, {"id": "source:0bcca07d5648646c781007357e67d9123e90c2086a881a624a8dd6395569786d", "url": "https://finance.yahoo.com/markets/stocks/articles/dell-technologies-dell-beat-estimates-161002847.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/dell-technologies-dell-beat-estimates-161002847.html", "title": "Will Dell Technologies (DELL) Beat Estimates Again in Its Next Earnings Report?", "content_text": "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 Computer - Micro Computers industry, shows potential for another earnings beat. This computer and technology services provider has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 34.88%. For the most recent quarter, Dell Technologies was expected t", "date_published": "2026-08-13T16:10:02+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "D1EL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "D1EL34", "name": "Dell Technologies Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/20b315dd-9085-4428-8c9d-2c7fe9ac1dc7/"}]}}, {"id": "source:d39a84af2e62c8f90d2c2e3b25ac638f2017fc63d8f43f28ebb65abaad18896f", "url": "https://finance.yahoo.com/healthcare/articles/global-3d-printed-implant-polypropylenes-150000699.html", "external_url": "https://finance.yahoo.com/healthcare/articles/global-3d-printed-implant-polypropylenes-150000699.html", "title": "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)", "content_text": "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 reach USD 1.31 Billion in 2026 and is expected to reach around USD 2.92 Billion by 2035, at a CAGR of 9.2% between 2026 and 2035. The key market players listed in the report with their sales, revenues and strategies are HP Inc., Stratasys Ltd., 3D Systems Corporation, EOS GmbH, Materialise NV, GE Additive, Envisi", "date_published": "2026-08-13T15:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "HPQB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "HPQB34", "name": "HP Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b3b82de6-e19e-4310-b83a-0c169ecf2df4/"}]}}, {"id": "source:84796f4b6595559d8a40dfb25d5db3bc9042bcdb987eea7b415f7d148b50e0f0", "url": "https://finance.yahoo.com/markets/article/stocks-rise-on-broad-sector-strength-alphacheck-135545759.html", "external_url": "https://finance.yahoo.com/markets/article/stocks-rise-on-broad-sector-strength-alphacheck-135545759.html", "title": "Stocks rise on broad sector strength: AlphaCheck", "content_text": "Good morning. Stocks opened in the green on Thursday after another inflation reading led traders to pare back bets of a Federal Reserve rate hike in September. Falling oil prices and strong earnings continued to stabilize markets. Here's a check of the markets in early trading, as of 9:40 a.m. ET, based on a heat map powered by Yahoo Finance AlphaSpace data. The major sectors saw broad-based strength, led by real estate (XLRE), communication services (XLC), and consumer staples (XLP). Semiconductor and computer hardware stocks helped lift the tech trade (XLK). The exception was the energy sect", "date_published": "2026-08-13T13:55:45+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "HPQB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "HPQB34", "name": "HP Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b3b82de6-e19e-4310-b83a-0c169ecf2df4/"}]}}, {"id": "source:576088c27661aa2b65a77be2c3a1b3d5c23fb347d19f1f5d320b829574e0e7e6", "url": "https://finance.yahoo.com/markets/stocks/articles/1-mid-cap-stock-consider-103700788.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/1-mid-cap-stock-consider-103700788.html", "title": "1 Mid-Cap Stock to Consider Right Now and 2 We Ignore", "content_text": "1 Mid-Cap Stock to Consider Right Now and 2 We Ignore Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders. This is precisely where StockStory comes in - we do the heavy lifting to identify companies with solid fundamentals so you can invest with confidence. That said, here is one mid-cap stock with a long ", "date_published": "2026-08-13T10:37:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "HPQB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "HPQB34", "name": "HP Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b3b82de6-e19e-4310-b83a-0c169ecf2df4/"}]}}, {"id": "source:d98abc317667c5192304e2bfa8f807ed89fab0e3832b3501b1813271c2575976", "url": "https://finance.yahoo.com/markets/stocks/articles/western-digital-wdc-stock-gets-211306186.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/western-digital-wdc-stock-gets-211306186.html", "title": "Western Digital (WDC) Stock Gets Fair Value Boost As AI Storage Demand Lifts Outlook", "content_text": "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. The latest valuation work on Western Digital lifts fair value from US$584.79 to US$662.13, signaling a higher assessed intrinsic value for the stock based on refreshed inputs. This move comes as analysts weigh strong AI driven storage demand and firmer pricing in hard disk drives and NAND against execution questions around technology transitions and future margins. As you read on, you will see how these shifting price target", "date_published": "2026-08-12T21:13:06+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Guidance", "W1DC34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "W1DC34", "name": "Western Digital Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/40e4cb06-859e-41dd-902d-d11fdcd32afb/"}]}}, {"id": "source:32e59efc5a8cee3bf9055cb01da48a97fecfee663de8d483f25d36936f0258e1", "url": "https://finance.yahoo.com/markets/stocks/articles/western-digital-2-momentum-stocks-190000114.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/western-digital-2-momentum-stocks-190000114.html", "title": "Western Digital & 2 Momentum Stocks That Could Soar in 2026", "content_text": "Investors should focus on stocks with strong momentum to maximize returns this year. One way to uncover stocks with strong upside potential is to adopt Richard Driehaus's \"buy high and sell higher\" strategy. His momentum-driven philosophy was designed to identify market-beating opportunities and ultimately helped him earn a spot on Barron's All-Century Team. Using Driehaus's momentum-investing approach, Western Digital Corporation WDC, Caterpillar Inc. CAT and Datadog, Inc. DDOG have emerged as the top momentum picks, presenting attractive entry opportunities for investors now. The Driehaus St", "date_published": "2026-08-12T19:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "W1DC34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "W1DC34", "name": "Western Digital Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/40e4cb06-859e-41dd-902d-d11fdcd32afb/"}]}}, {"id": "source:3fd59b2c2588c79047e9a5f366827e661208fa4a766939f879d56ed4e31ddd94", "url": "https://finance.yahoo.com/markets/stocks/articles/dell-stock-rises-ai-boom-171906413.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/dell-stock-rises-ai-boom-171906413.html", "title": "Dell Stock Rises on AI Boom. Super Micro Forecast Is the Catalyst", "content_text": "This article first appeared on GuruFocus. Dell Technologies (NYSE:DELL) shares climbed about 5% Wednesday as investors reacted to a stronger-than-expected outlook from Super Micro Computer, adding to optimism around demand for AI servers. Super Micro Computer (SMCI) projected fiscal 2027 revenue of $65 billion to $72 billion, above the $52.5 billion consensus estimate. Its shares rose more than 14% in morning trading, providing a positive read-through for Dell's AI infrastructure business. Warning! GuruFocus has detected 7 Warning Signs with DELL. Is DELL fairly valued? Test your thesis with o", "date_published": "2026-08-12T17:19:06+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "D1EL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "D1EL34", "name": "Dell Technologies Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/20b315dd-9085-4428-8c9d-2c7fe9ac1dc7/"}]}}, {"id": "source:19f71f72eedf8f3f095efcc9c2c58f97d4df2709acd41ff8dea4596b905eb7df", "url": "https://finance.yahoo.com/markets/stocks/articles/sk-hynix-sandisk-climb-8-150121858.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/sk-hynix-sandisk-climb-8-150121858.html", "title": "SK Hynix and SanDisk Climb 8%, Western Digital Gains 4% as Memory Shortage Deepens", "content_text": "Quick Read SK Hynix (SKHY) and SanDisk (SNDK) each surged 8% Wednesday after Temasek announced direct investments and Micron's CBO warned 2027 supply will be even tighter. Micron (MU) jumped 6% and the Roundhill Memory ETF (DRAM) rose 8%, yet both trade below 21x earnings despite revenue surging over 345% year over year. Micron Chief Business Officer Sumit Sadana's \"even tighter\" 2027 outlook suggests today's move could mark a genuine sector re-rating rather than a one-day reaction to fresh catalysts. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Western ", "date_published": "2026-08-12T15:01:21+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "W1DC34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "W1DC34", "name": "Western Digital Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/40e4cb06-859e-41dd-902d-d11fdcd32afb/"}]}}, {"id": "source:0129059a3d0fd41892e2a01a2a96c28c622b9f1935a570ca6a4dee461a6d97c4", "url": "https://finance.yahoo.com/markets/stocks/articles/p-500-earnings-good-investors-144537963.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/p-500-earnings-good-investors-144537963.html", "title": "S&P 500 Earnings Are So Good Investors Are Starting to Worry", "content_text": "(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 Tax Cuts as Midterm Boost Tata Sons Chairman to Step Down, Deepening Leadership Turmoil Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Epstein Victim Files Cleared for Release Over Maxwell's Protest As the latest reporting season nears completion, all signs are indicating the second quarter was one of the best three-month periods in recent memory with profit growth running at more than 30%. The only problem? That torrid pace is unlikely to last. The consensus currently expects growth to fall below 20% in the first quarter of 2027 before moderating into the mid-teens for the full year, according to strategists at Bank of America Corp. While in isolation those rates are healthy from a historical standpoint, the market often has been less supportive when earnings growth decelerates from elevated levels. It's a recipe that potentially could place next year's stock market in the weakest phase for equities: When earnings-per-share growth is above trend but decelerating, the S&P 500's median 12-month return is 6.7% with a hit rate of 72.3%, according to BofA. That compares with a median 14% return and a hit rate of 83.3% when EPS growth is above trend and accelerating. Still, the historical data set is very limited when it comes to the type of profit bonanza unfolding this year. BofA strategists led by Savita Subramanian expect growth to remain above 20% in the third and fourth quarters, which would mark four consecutive quarters above that level. Streaks like that have been rare, occurring only 10 times since 1936. The most recent examples have taken place after EPS recessions, the strategists said. Examples include Covid and the global financial crisis. And the growth rate is not the only standout statistic for the second quarter reporting season. S&P 500 Index profits are also heading toward one of their largest beats on record versus analysts' estimates, according to Citadel Securities. Scott Rubner, head of equity and equity derivatives strategy at the firm, noted that companies are also driving the steepest earnings-estimate revision path in at least 26 years. \"Importantly, this is not just an AI story,\" Rubner wrote in a note published on Tuesday. \"The macro debate remains complicated, but the message from corporate America is much simpler: earnings are better than expected, and by a wide margin.\" Story Continues Overall, 85.2% of companies exceeded Wall Street's EPS expectations through Monday's close, which is the highest percentage since 2021, data compiled by Bloomberg Intelligence show. Furthermore, only 10.8% of companies have failed to meet expectations, which is the lowest number in three decades. The S&P 500 gained 0.3% on Wednesday as investors cheered better than expected quarterly reports from companies including CoreWeave Inc. and Super Micro Computer Inc. The question now: Is this is as good as it gets? Ben Inker, co-head of asset allocation at GMO, said that earnings have been \"extraordinary\" in the second quarter. However, there was a difference between the artificial-intelligence space and the rest of the market. Much of the latter can have its good earnings attributed to a \"cyclical upturn.\" \"If the upturn continues, it is very likely to push up inflation and interest rates, and if it falters, companies are likely to disappoint relative to upgraded forecasts,\" said Inker. While Bespoke Investment Group's analysis shows companies are boosting their growth expectations at one of the highest clips in the last 25 years, the firm is exercising caution and warning of extremes. The elevation in analysts' expectations and companies' own guidance boosts the likelihood that \"pockets of excess will emerge,\" according to Noah Weisberger, chief US equity st", "date_published": "2026-08-12T14:45:37+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "W1DC34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "W1DC34", "name": "Western Digital Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/40e4cb06-859e-41dd-902d-d11fdcd32afb/"}]}}, {"id": "source:dbf0436120c60ac6b4f68883f6dbfb7ab1601747aaaf31d2a79857d227a19c78", "url": "https://finance.yahoo.com/m/049d0384-7b3f-3116-990a-581b77fcd29f/super-micro-stock-is-the-best.html", "external_url": "https://finance.yahoo.com/m/049d0384-7b3f-3116-990a-581b77fcd29f/super-micro-stock-is-the-best.html", "title": "Super Micro Stock Is the Best S&P 500 Performer as Earnings Smash Expectations", "content_text": "Super Micro reported adjusted earnings of $1.70 per share, compared with the 92 cents per share analysts were expecting. Continue Reading", "date_published": "2026-08-12T14:42:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "D1EL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "D1EL34", "name": "Dell Technologies Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/20b315dd-9085-4428-8c9d-2c7fe9ac1dc7/"}]}}, {"id": "source:470b23e9e784b36cf7ece1cea9c3883eb79c393f566597147eedc1e745422b40", "url": "https://finance.yahoo.com/markets/stocks/articles/zacks-analyst-blog-highlights-dell-142100645.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/zacks-analyst-blog-highlights-dell-142100645.html", "title": "The Zacks Analyst Blog Highlights Dell Technologies, Super Micro Computer, Hewlett Packard and HP", "content_text": "For Immediate Release Chicago, IL \u2013 August 12, 2026 \u2013 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 the blog include: Dell Technologies DELL, Super Micro Computer SMCI, Hewlett Packard Enterprise HPE and HP HPQ. Here are highlights from Tuesday's Analyst Blog: DELL Overvalued at 22x P/E: Should You Still Buy the Stock? Dell Technologiesshares are trading at a premium, as suggested by a Value Score of C. In terms of the fo", "date_published": "2026-08-12T14:21:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "D1EL34", "HPQB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "D1EL34", "name": "Dell Technologies Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/20b315dd-9085-4428-8c9d-2c7fe9ac1dc7/"}, {"symbol": "HPQB34", "name": "HP Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b3b82de6-e19e-4310-b83a-0c169ecf2df4/"}]}}, {"id": "source:3a96768f872895c66661dd52e308a4c9b58d49a89e49ae92fef14c227e356da2", "url": "https://finance.yahoo.com/markets/stocks/articles/zacks-analyst-blog-highlights-nvidia-141300048.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/zacks-analyst-blog-highlights-nvidia-141300048.html", "title": "The Zacks Analyst Blog Highlights NVIDIA and Western Digital", "content_text": "For Immediate Release Chicago, IL \u2013 August 12, 2026 \u2013 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 the blog include: NVIDIA Corp. NVDA and Western Digital Corp. WDC. Here are highlights from Tuesday's Analyst Blog: Chasing NVIDIA? Western Digital May Be the Smarter AI Bet Key Takeaways: \u00b7 Western Digital's Q4 revenues rose 44% as strong storage demand fueled top-line growth. \u00b7 WDC expects Q1 FY27 revenues of $4.1B and gross margins of 55%-56%, signaling continued momentum. \u00b7 Strong cash flow and margin expansion could support WDC's earnings growth and further share-price upside. With the rise of artificial intelligence (AI), NVIDIA Corp. has emerged as a prime beneficiary, with its shares soaring and helping the company surpass a $5-trillion market capitalization. The rally has been fueled by incessant demand for NVIDIA's advanced chips and CUDA software platform. Given NVIDIA's remarkable AI-driven growth, investors would be tempted to buy the stock. However, NVIDIA's gains have been subdued this year, up only 16.7%. Even though the broader tech sector has remained resilient, investors are increasingly concerned about a potential slowdown in AI spending and its impact on NVIDIA's earnings, which have so far remained phenomenal. Tighter restrictions on chip exports to China and stiff competition could also weigh on NVIDIA's growth trajectory. Against this not-so-encouraging backdrop, investors should consider other beneficiaries in the AI ecosystem, such as Western Digital Corp., whose shares have surged 154.5% this year and have further room to scale upward. Western Digital continues to benefit from AI-driven demand for high-capacity data storage. Let's explore in detail why Western Digital could be a smart buy now \u2013 WDC's AI Tailwinds and Earnings Growth Create Further Upside Western Digital recently reported revenues of $3.75 billion in the fiscal fourth quarter of 2026, up 44% from a year ago, according to the company's press release. The company's top-line growth isn't due to cost-cutting or acquisitions; it is primarily driven by strong demand for storage products. Further, the company expects revenues of $4.1 billion for the first quarter of fiscal 2027, plus or minus $100 million. At the midpoint, this would represent 42-49% year-over-year growth, indicating that revenue growth is expected to carry into fiscal 2027, and the robust performance reported last quarter wasn't just a temporary surge. Story Continues As storage continues to become a strong component of the AI infrastructure buildout, Western Digital is poised to gain further. The company is therefore forecasting a healthy non-GAAP gross margin of 55-56% for the fiscal first quarter of 2027, up from 54.4% reported in the fiscal fourth quarter of 2026. Further, margin expansion, along with strong revenue growth, could enhance Western Digital's operating leverage, translating into faster growth in operating income and earnings. The company has generated a strong free cash flow of $1.28 billion in the fiscal fourth quarter of 2026, providing the company greater financial flexibility to reinvest in research and development, strengthen the balance sheet, and fund growth initiatives. Hence, strong revenue growth, margin expansion and robust cash flow are expected to continue to boost Western Digital's earnings growth and support further upside in its share price. Brokers also see greater upside potential in Western Digital. The average short-term price target for WDC stock is $664.77, representing a 53.1% upside from its last closing price of $434.30.???The highest price target stands at $1,050, suggesting a potential upside of 141.8%. Therefore, it's prudent for investors to place bets on Western Digital at the current levels to capitalize on its upside potential. Consequently, the company's ", "date_published": "2026-08-12T14:13:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "W1DC34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "W1DC34", "name": "Western Digital Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/40e4cb06-859e-41dd-902d-d11fdcd32afb/"}]}}, {"id": "source:78b4240405df5b09c3278f159eeae2132d0c392a2160ca45016fcc3cafea7c30", "url": "https://finance.yahoo.com/technology/ai/articles/super-micro-advances-13-dell-140610269.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/super-micro-advances-13-dell-140610269.html", "title": "Super Micro Advances 13%, Dell Gains 5%, HPE Rises 3% on Blowout AI Server Guidance", "content_text": "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, Citi, Goldman, and Bank of America all raised their SMCI price targets but kept cautious ratings, doubting the 17.6% gross margin can hold. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Dell Technologies didn't make the cut. Grab the names FREE today. Shares of Super Micro Computer", "date_published": "2026-08-12T14:06:10+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "D1EL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "D1EL34", "name": "Dell Technologies Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/20b315dd-9085-4428-8c9d-2c7fe9ac1dc7/"}]}}, {"id": "source:77dd273432b68ea0ae409dac06a83db5f7d7122a0def80b0581b8bf30912e7bc", "url": "https://finance.yahoo.com/markets/stocks/articles/arista-networks-anet-buy-wall-133003844.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/arista-networks-anet-buy-wall-133003844.html", "title": "Is Arista Networks (ANET) a Buy as Wall Street Analysts Look Optimistic?", "content_text": "Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Arista Networks (ANET). Arista Networks currently has an average brokerage recommendation (ABR) of 1.10, on a scale of 1 to 5 (Strong Buy to Strong Sell), calcul", "date_published": "2026-08-12T13:30:03+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "A1NE34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "A1NE34", "name": "Arista Networks, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2294380d-83e8-4a06-acc0-dc4da8352c7f/"}]}}, {"id": "source:c296fba5c2ee797a0b60b36a422db70afbcccd7e489c616e3dc2b56c16eec3ac", "url": "https://finance.yahoo.com/markets/stocks/articles/dell-hpe-gain-pre-market-124533877.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/dell-hpe-gain-pre-market-124533877.html", "title": "Dell, HPE gain pre-market as SMCI posts blowout revenue guidance", "content_text": "Investing.com -- Super Micro Computer projected fiscal 2027 revenue of $65\u2013$72 billion, shattering analysts' average estimate of $52.50 billion and sending its shares up roughly 9% in pre-market trading Wednesday. Dell Technologies (NYSE: DELL) and Hewlett Packard Enterprise (NYSE: HPE) are rising in sympathy ahead of the open, as investors treat SMCI's results as a live demand barometer for the entire AI server hardware sector. When SMCI previously reported disappointing results, Dell shares fell in tandem \u2014 and the reverse dynamic is now playing out. DELL is up 2.6%, while HPE is up 2.2%. Th", "date_published": "2026-08-12T12:45:33+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "D1EL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "D1EL34", "name": "Dell Technologies Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/20b315dd-9085-4428-8c9d-2c7fe9ac1dc7/"}]}}, {"id": "source:953c6db4482d1f058078d5ac3d1c9e1d49936488a1ea2ffd15743b2c9eae4d2a", "url": "https://finance.yahoo.com/technology/ai/articles/illumynt-appoints-matt-popieniuck-vice-120000990.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/illumynt-appoints-matt-popieniuck-vice-120000990.html", "title": "illumynt Appoints Matt Popieniuck as Vice President of Customer Success & Delivery", "content_text": "28-year Dell Technologies veteran, most recently leading services sustainability strategy, joins to own end-to-end program execution as illumynt scales its AI hardware lifecycle business BURLINGTON, Mass., August 12, 2026--(BUSINESS WIRE)--illumynt, a technology-driven leader in AI hardware lifecycle recovery and IT asset disposition (ITAD), today announced that Matt Popieniuck has joined the company as Vice President of Customer Success & Delivery, effective August 2026. He reports to CEO J\u00f6rg Herbarth. Popieniuck joins illumynt after 28 years at Dell Technologies, where he progressed from group leadership through senior and principal program management roles before moving into services sustainability strategy. In that most recent chapter, he worked on the question now driving illumynt's market: what happens to enterprise technology after its first deployment, and how manufacturers and their customers recover value from it responsibly. In his new role, Matt leads the execution of illumynt's customer programs from commercial handoff through final delivery, ensuring programs consistently meet SLAs, operational objectives, and customer expectations. He leads the company's Program Account Manager organization, co-owns new program introduction alongside illumynt's solutions team, and will build the company's enterprise program management office as illumynt scales. \"Matt spent nearly three decades inside one of the world's largest technology manufacturers, and the last several years of it on what happens to hardware at the end of its first life,\" said J\u00f6rg Herbarth, CEO of illumynt. \"He has sat on the customer's side of this table. He knows what a program is supposed to deliver, and he knows exactly what it costs an enterprise when it doesn't. That is the perspective we want owning execution.\" The appointment comes as illumynt expands its global operational footprint. The company employs more than 180 people across facilities in Burlington, Massachusetts; Columbus, Ohio; Amsterdam; Hong Kong; and St. Petersburg, Florida, and will open the Talorem Innovation Center in Columbus this fall. \"I spent most of my career building the programs that put technology into the world, and the last few years working on what happens to it afterward,\" said Popieniuck. \"The intent was never the hard part \u2014 the execution was. illumynt has built real engineering infrastructure behind that problem instead of treating it as a logistics exercise, and that is a rare thing in this industry. I'm here to make sure every customer program delivers on what we promised.\" Story Continues Popieniuck holds a Bachelor's degree in Business Administration and Management from Dean College. About illumynt illumynt is a technology-driven leader in AI hardware lifecycle recovery, providing engineering-grade testing, certification, and value recovery for retired AI infrastructure \u2014 including GPU grading, chip-level NAND recovery, and liquid-cooled hardware evaluation. illumynt's Talorem platform brings engineering rigor to an industry historically built on logistics alone. View source version on businesswire.com: https://www.businesswire.com/news/home/20260812482293/en/ Contacts Alyson Kaye 617.407.6381 View Comments", "date_published": "2026-08-12T12:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "D1EL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "D1EL34", "name": "Dell Technologies Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/20b315dd-9085-4428-8c9d-2c7fe9ac1dc7/"}]}}, {"id": "source:cc2b94b9817929fcae4687c201012fb1f4a150c00f88d3f8c8ebc44f7f189a02", "url": "https://finance.yahoo.com/video/forget-big-tech-real-ai-100000112.html", "external_url": "https://finance.yahoo.com/video/forget-big-tech-real-ai-100000112.html", "title": "Forget big tech: the real AI money is in plumbing", "content_text": "Host Kenny Polcari joins Yahoo Finance's Jared Blikre and Founder ETFs' Michael Monaghan to explore the data showing why founder-led companies significantly outperform the market. The panel also breaks down the flawless execution of the SpaceX IPO, the overlooked opportunities in AI infrastructure, and why the next major productivity boom will mirror the historical shift from steam to electricity. Video Transcript 0:04 spk_0 Welcome to Trader Talk. I'm Kenny Pilcari, your host, and today I am joined by Jared Blicky, who's the Yahoo Finance markets and data editor, along with Michael Monahan, who is a partner and portfolio manager at Founder ETFs and the Founder 100 ETF which I thinkIt is a fascinating product. So we're gonna talk about that. Actually, I want to kick that off and talk about that specifically because I think that's a great concept. So, tell the audience a little bit what you mean by the Founder 100. 0:31 spk_1 With the Founder100, we have a portfolio of what we believe to be the 100 best founder-led companies in the US stock market.The reason we chose to do that, we looked at historical data that said that founder-led companies tend to outperform by 3 times versus a board hired CEO. 0:47 spk_0 So give me a couple of examples just so people understand what we're talking about. A couple of companies. 0:51 spk_1 Yeah, so our stump speeches, we own Nvidia but not Intel. We own Dell but not Apple. We own Capital One, not American Express.We own Monster Beverage, not Coca-Cola. 1:01 spk_2 So in these, in these companies, uh, a lot of these founders, so there's a complaint that the super voting shares that they have are actually a detriment to shareholders, but you're kind of positioned the opposite way. You're like, these companies we want to invest in because the founders have a bigger stake. 1:17 spk_1 Yeah, we, we, we've looked at that and that seems to be an emotional statement that people make, but the data doesn't show that. The data shows that the super voting founders outperform. 1:26 spk_0 Well, because they have so much skin in the game, right? So they wanna, I would imagine that they'd want to outperform. So how long is this, your ETF been existed? 1:34 spk_1 So we launched the product December 18th of last year. There's a companion index on Bloomberg that looks, that you can look up under founders that has a 27 year track record. 1:44 spk_0 And so how's you, how have you been performing? 1:47 spk_1 So we went through this apocalypse and uh we did a drawdown then and that's one thing we should talk about is where the drawdowns do and don't happen in these products. But ever since the war, uh, started in late February, we've outperformed the S&P 500 in the war backdrop. 2:02 spk_0 Ithink that's great. I think it's really fascinating. I want to talk more about that, but we have so much other, so much other stuff that I want to get to. And so let's just talk about, we're talking about founders, we're talking about growth. Um, where do we think the next kind of wave?I mean, right now we're in the middle of this AI revolution, which I think is still very much in the early stages. I don't think there's anywhere near being over yet. But talk about, you know, either within that tech space, adjacent tech space, adjacent to the tech spaces, where do we see the growth coming from or where are you seeing it coming from? 2:30 spk_2 So, the products that we use every day, that's not where the, uh, profits are coming from. That's where a lot of the growth is coming from. But, you know, OpenAI, that, that IPO.It's a big question mark right now because he wants a billion dollars or $1 trillion dollar valuation. That's gonna be hard to do. But the further you move away from the AI user, you get from, you know, the data centers to the chips and all the way to electrical and power, that's where the most profits are right now. Right? And 2:55 spk_0 I think that's actually maybe one that's less understood by a lot of the investi", "date_published": "2026-08-12T10:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "D1EL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "D1EL34", "name": "Dell Technologies Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/20b315dd-9085-4428-8c9d-2c7fe9ac1dc7/"}]}}, {"id": "source:e49419c69146cacf037c118e7a36b54e64671cba47f529f07830cf1128ba7198", "url": "https://finance.yahoo.com/markets/stocks/articles/heres-why-hp-hpq-fell-220002532.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/heres-why-hp-hpq-fell-220002532.html", "title": "Here's Why HP (HPQ) Fell More Than Broader Market", "content_text": "HP (HPQ) closed at $29.07 in the latest trading session, marking a -2.45% move from the prior day. The stock fell short of the S&P 500, which registered a loss of 0.32% for the day. Elsewhere, the Dow saw a downswing of 0.34%, while the tech-heavy Nasdaq depreciated by 0.6%. The stock of personal computer and printer maker has risen by 20.31% in the past month, leading the Computer and Technology sector's gain of 0.32% and the S&P 500's gain of 2.46%. The upcoming earnings release of HP will be of great interest to investors. The company's earnings report is expected on August 26, 2026. The co", "date_published": "2026-08-11T22:00:02+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "HPQB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "HPQB34", "name": "HP Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b3b82de6-e19e-4310-b83a-0c169ecf2df4/"}]}}, {"id": "source:d1d571643b5c35620a73fe9213fae5e63625d5bd29c432d4a197d5a1fed469f0", "url": "https://finance.yahoo.com/video/super-micro-stock-jumps-upbeat-205900245.html", "external_url": "https://finance.yahoo.com/video/super-micro-stock-jumps-upbeat-205900245.html", "title": "Super Micro stock jumps on upbeat outlook", "content_text": "Yahoo Finance Tech Editor Dan Howley joins Josh Lipton on Asking for a Trend to break down Super Micro's (SMCI) latest results and upbeat outlook, as strong demand for AI infrastructure continues to drive the company's growth. Video Transcript 00:00 Speaker A Super Micro, it's up about 8% right now in the after hours. What do you see there? 00:04 Dan Yeah, that is because they offered an upbeat forecast. Now they fell short on revenue but they beat on uh earnings expe expectations. They came in uh at a $70 on revenue of 11.2 billion. The expectation was for $49 on 11.2 billion uh in revenue. S", "date_published": "2026-08-11T20:59:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Guidance", "D1EL34", "HPQB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "D1EL34", "name": "Dell Technologies Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/20b315dd-9085-4428-8c9d-2c7fe9ac1dc7/"}, {"symbol": "HPQB34", "name": "HP Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b3b82de6-e19e-4310-b83a-0c169ecf2df4/"}]}}, {"id": "source:8b545dbff1c2e18e44bc069a80ea29350a28497f785ade09631049c7a45b471f", "url": "https://finance.yahoo.com/technology/ai/articles/chasing-nvidia-western-digital-may-190000316.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/chasing-nvidia-western-digital-may-190000316.html", "title": "Chasing NVIDIA? Western Digital May Be the Smarter AI Bet", "content_text": "With the rise of artificial intelligence (AI), NVIDIA Corporation NVDA has emerged as a prime beneficiary, with its shares soaring and helping the company surpass a $5-trillion market capitalization. The rally has been fueled by incessant demand for NVIDIA's advanced chips and CUDA software platform. Given NVIDIA's remarkable AI-driven growth, investors would be tempted to buy the stock. However, NVIDIA's gains have been subdued this year, up only 16.7%. Even though the broader tech sector has remained resilient, investors are increasingly concerned about a potential slowdown in AI spending and its impact on NVIDIA's earnings, which have so far remained phenomenal. Tighter restrictions on chip exports to China and stiff competition could also weigh on NVIDIA's growth trajectory. Against this not-so-encouraging backdrop, investors should consider other beneficiaries in the AI ecosystem, such as Western Digital Corporation WDC, whose shares have surged 154.5% this year and have further room to scale upward. Western Digital continues to benefit from AI-driven demand for high-capacity data storage. Let's explore in detail why Western Digital could be a smart buy now \u2013 WDC's AI Tailwinds and Earnings Growth Create Further Upside Western Digital recently reported revenues of $3.75 billion in the fiscal fourth quarter of 2026, up 44% from a year ago, according to the company's press release. The company's top-line growth isn't due to cost-cutting or acquisitions; it is primarily driven by strong demand for storage products. Further, the company expects revenues of $4.1 billion for the first quarter of fiscal 2027, plus or minus $100 million. At the midpoint, this would represent 42-49% year-over-year growth, indicating that revenue growth is expected to carry into fiscal 2027, and the robust performance reported last quarter wasn't just a temporary surge. As storage continues to become a strong component of the AI infrastructure buildout, Western Digital is poised to gain further. The company is therefore forecasting a healthy non-GAAP gross margin of 55-56% for the fiscal first quarter of 2027, up from 54.4% reported in the fiscal fourth quarter of 2026. Further, margin expansion, along with strong revenue growth, could enhance Western Digital's operating leverage, translating into faster growth in operating income and earnings. The company has generated a strong free cash flow of $1.28 billion in the fiscal fourth quarter of 2026, providing the company greater financial flexibility to reinvest in research and development, strengthen the balance sheet, and fund growth initiatives. Story Continues Hence, strong revenue growth, margin expansion and robust cash flow are expected to continue to boost Western Digital's earnings growth and support further upside in its share price. Brokers also see greater upside potential in Western Digital. The average short-term price target for WDC stock is $664.77, representing a 53.1% upside from its last closing price of $434.30. The highest price target stands at $1,050, suggesting a potential upside of 141.8%.Zacks Investment Research Image Source: Zacks Investment Research Therefore, it's prudent for investors to place bets on Western Digital at the current levels to capitalize on its upside potential. Consequently, the company's expected earnings growth rate for the current year is 84.4%. The Zacks Consensus Estimate of $18.85 for WDC's earnings per share is up 165.1% year over year.Zacks Investment Research Image Source: Zacks Investment Research Western Digital currently has a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Western Digital Corporation (WDC) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report This article originally published on Zacks Invest", "date_published": "2026-08-11T19:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "W1DC34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "W1DC34", "name": "Western Digital Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/40e4cb06-859e-41dd-902d-d11fdcd32afb/"}]}}, {"id": "source:daf32a2bf43fe1f5d227befdc7ca9ae771593e92b978fb1e2644cf0961583bba", "url": "https://finance.yahoo.com/markets/stocks/articles/arista-networks-anet-focus-again-181545597.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/arista-networks-anet-focus-again-181545597.html", "title": "Arista Networks (ANET) Is In Focus Again, So What Is The Market Weighing?", "content_text": "Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Arista Networks (ANET) is back in focus after reporting second quarter 2026 results on 4 August, highlighted by its first quarter above US$3b in revenue and updated guidance for the months ahead. See our latest analysis for Arista Networks. The strong second quarter has come alongside powerful momentum in Arista Networks' stock, with the share price at US$191.52 after a 34.36% 90 day share price return and a very large 5 year total shareholder return of ar", "date_published": "2026-08-11T18:15:45+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "A1NE34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "A1NE34", "name": "Arista Networks, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2294380d-83e8-4a06-acc0-dc4da8352c7f/"}]}}, {"id": "source:03e91d033436cb9ff27a8f512fea79bdd57f98e10e15f767453b3085468984ba", "url": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-highlights-arista-networks-180524380.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-highlights-arista-networks-180524380.html", "title": "Jim Cramer Highlights Arista Networks (ANET) Following Q2 Beat and 50% Rally", "content_text": "Arista Networks, Inc. (NYSE:ANET) posted $3.04 billion in total sales for Q2 2026, which represents a 37.7% year-over-year increase and beat Wall Street consensus estimates by $210 million. Non-GAAP earnings per share came in at $1.02, topping expectations by $0.13. The top-line expansion pulled the stock out of a mid-summer consolidation phase as hyperscalers accelerated hardware deployments for AI data centers. Jim Cramer Highlights AI Demand and 50% Rally On the August 5 episode of CNBC's Mad Money, host Jim Cramer pointed to Arista Networks, Inc.'s (NYSE:ANET) execution in high-speed data ", "date_published": "2026-08-11T18:05:24+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "A1NE34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "A1NE34", "name": "Arista Networks, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2294380d-83e8-4a06-acc0-dc4da8352c7f/"}]}}, {"id": "source:145dd624a983861315a92a05cb477a3ce02c0c8a7e1b623fe6a5508420bfdc4a", "url": "https://finance.yahoo.com/markets/stocks/articles/arista-networks-anet-4-61-160002694.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/arista-networks-anet-4-61-160002694.html", "title": "Arista Networks (ANET) Is Up 4.61% in One Week: What You Should Know", "content_text": "Momentum investing revolves around the idea of following a stock's recent trend in either direction. In \"long context,\" investors will be essentially be \"buying high, but hoping to sell even higher.\" With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. While many investors like to look for momentum in stocks, this can be very tough to define. There is a lot of debate surrounding which ", "date_published": "2026-08-11T16:00:02+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "A1NE34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "A1NE34", "name": "Arista Networks, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2294380d-83e8-4a06-acc0-dc4da8352c7f/"}]}}, {"id": "source:d020dcec0b98dd69fca8599c593931e0a64b09972ed300339d8883d457300d3f", "url": "https://finance.yahoo.com/markets/stocks/articles/nokia-declines-28-7-three-155100838.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/nokia-declines-28-7-three-155100838.html", "title": "Nokia Declines 28.7% in Three Months: Should You Buy the Dip?", "content_text": "Nokia Corporation NOK shares have declined 28.7% in the past three months compared with the industry's decline of 9.3%. The stock has underperformed the Zacks Computer & Technology sector and the S&P 500 during the same time frame.Zacks Investment Research Image Source: Zacks Investment Research The company has underperformed its peers like Arista Networks, Inc. ANET and Ericsson ERIC. Shares of Ericsson have declined 18.2%, and shares of Arista have risen 34.6%. Nokia Plagued by Stiff Competition, Weakness in the Legacy Business Nokia operates in highly competitive telecommunications equipment markets. In this market, pricing, technology differentiation and customer procurement decisions influence contract awards and long-term profitability. Ericsson, with its robust portfolio strength, remains a major rival. The company is also facing strong competition from Arista in the growing AI networking market as well. Although Nokia continues to strengthen its AI-native networking portfolio and expand relationships with hyperscale cloud providers, competitors are pursuing similar opportunities across 5G, AI infrastructure and future 6G deployments. Maintaining technology leadership while preserving pricing discipline remains essential as customers balance network modernization against capital spending constraints. Nokia recorded \u20ac390 million of restructuring and associated charges in the second quarter of 2026. It is to be noted that Nokia now expects \u20ac800 million of restructuring charges in 2026 and \u20ac700-800 million of restructuring-related cash outflows. This also includes \u20ac350 million of China integration charges and another \u20ac200 million from additional restructuring, primarily in Europe. The restructuring should improve efficiency in the long run; this remains a major drag for near-term profitability. In the Mobile Infrastructure business, Nokia sales increased 7% year over year, but gross margin declined 70 basis points year over year to 49.3%, while operating margin declined 60 basis points to 11.6%. Mobile Infrastructure remains a major revenue earner for the company. Declining profitability, despite growing revenues, is a major concern. Nokia Benefits From Strength in AI Infrastructure, Portfolio Strength Nokia continues to benefit from its broad portfolio spanning mobile networks, optical transport, IP routing, fixed broadband, software and services. This integrated offering enables the company to address evolving customer requirements across telecommunications operators, enterprises and hyperscale cloud providers. Nokia owns approximately 20,000 patents, including around 7,000 patents essential to 5G technologies. Its 5G portfolio continues to gain traction among enterprise customers, supporting recurring opportunities beyond traditional carrier spending cycles. Network Infrastructure delivered double-digit growth in second-quarter 2026, supported by continued momentum in Optical Networks and IP Networks. Optical Networks business grew 20% year over year in the second quarter, supported by AI & Cloud demand, as well as telecom investment. Nokia is also investing heavily in optical manufacturing capacity, including expanding advanced testing and packaging capacity in Pennsylvania. The company is also developing additional U.S. semiconductor manufacturing capabilities. Management also increased its expectation for full-year Network Infrastructure sales growth to 12-14%, reflecting continued demand for advanced networking solutions. Growing investment in AI infrastructure is becoming a more important long-term growth driver for Nokia. During second-quarter 2026, AI and Cloud revenues more than doubled year over year while order intake reached EUR 2.8 billion. Management noted that approximately half of these long-term orders are expected to convert into revenue over the next 12 months. Story Continues Estimate Revision Trend The company's earnings estimates for 2026 have declined, and 2027 have improved over the past 60 days.Z", "date_published": "2026-08-11T15:51:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "A1NE34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "A1NE34", "name": "Arista Networks, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2294380d-83e8-4a06-acc0-dc4da8352c7f/"}]}}, {"id": "source:2b31dcbdc7caaded06d70d068c1f45815ab0172bbe82c17b25af3eba5b62ad85", "url": "https://finance.yahoo.com/markets/stocks/articles/dell-overvalued-21-92x-p-154700919.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/dell-overvalued-21-92x-p-154700919.html", "title": "DELL is Overvalued at 21.92X P/E: Should You Still Buy the Stock?", "content_text": "Dell Technologies DELL shares are trading at a premium, as suggested by a Value Score of C. In terms of the forward 12-month price/earnings (P/E), DELL is trading at 21.92X, higher than the broader Zacks Computer and Technology sector's 21.59X. Dell is trading at a higher multiple compared with peers, including Super Micro Computer's SMCI 9.22X, Hewlett Packard Enterprise's HPE 14.07X and HP's HPQ 10.14X. DELL Shares Are Trading at a PremiumZacks Investment Research Image Source: Zacks Investment Research Technically, Dell Technologies is trading above the 50 and 200-day moving averages (SMAs)", "date_published": "2026-08-11T15:47:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "D1EL34", "HPQB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "D1EL34", "name": "Dell Technologies Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/20b315dd-9085-4428-8c9d-2c7fe9ac1dc7/"}, {"symbol": "HPQB34", "name": "HP Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b3b82de6-e19e-4310-b83a-0c169ecf2df4/"}]}}, {"id": "source:acc1c81ae497b48f5431a602b07bfc9590908f2a0677405abb38a3c3fcb7ebe4", "url": "https://finance.yahoo.com/technology/ai/articles/seagate-technology-gains-ai-boom-145000642.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/seagate-technology-gains-ai-boom-145000642.html", "title": "Seagate Technology Gains From AI Boom: Is Long-Term Growth Secured?", "content_text": "Seagate Technology Holdings plc STX is emerging as a direct beneficiary of artificial intelligence (\"AI\") workload proliferation, with rising data storage needs creating a durable demand tailwind. A key factor is Seagate's data center business, which accounted for 89% of total exabyte shipments in the June quarter. A total of 218 exabytes was shipped in the fourth quarter of fiscal 2026 (up 34% year over year), with 195 exabytes shipped into the data center market. The data center segment revenues of $2.9 billion surged 17% sequentially and 57% year over year and accounted for 81% of total revenues. Management noted that AI-enhanced applications are amplifying storage requirements, reinforcing a robust demand backdrop. Seagate Technology Holdings PLC Revenue (Quarterly YoY Growth)Seagate Technology Holdings PLC Revenue (Quarterly YoY Growth) Seagate Technology Holdings PLC revenue-quarterly-yoy-growth | Seagate Technology Holdings PLC Quote Seagate noted that a significant portion of nearline capacity is already allocated into calendar 2028 under long-term supply agreements, with customers looking to extend planning horizons through 2029 and beyond. Seagate's innovation strategy is closely aligned with this demand shift, particularly its HAMR-based Mozaic platform. This technology enables higher areal density, allowing more data to be stored per disk while improving capital efficiency. HAMR-based products represented approximately 40% of Seagate's nearline exabyte shipment run rate at the end of fiscal 2026. Management expects that investments in HAMR capabilities will aid in achieving a mid-20% exabyte growth target. Seagate is also executing its value-based pricing strategy, leveraging solid demand to drive sustainable profitability. With AI adoption accelerating rapidly and cloud demand remaining buoyant, Seagate appears well-positioned to benefit from long-term structural tailwinds. Fiscal first-quarter revenues are expected to be $4.1 billion (+/- $100 million), a 56% year-over-year improvement at the midpoint. However, execution risks remain as it transitions manufacturing from conventional products to newer generations of high-capacity HAMR drives. Further, the opportunity is unfolding in an extremely competitive environment where players such as Western Digital WDC and NetApp NTAP are vying for a larger share of the data storage market. Mapping the Competitive Terrain Western Digital is one of Seagate's closest competitors. Like Seagate, WDC is also witnessing rapid top-line growth amid the AI boom. Fiscal fourth-quarter revenues surged 44% to $3.75 billion. Apart from agentic AI and increasing inference workloads, higher uptake of video analytics, IoT, autonomous systems and cybersecurity data retention are likely to drive storage demand. This bodes well for all the players in this space as it offers strong long-term visibility. Story Continues Buoyed by strong demand trends, WDC expects fiscal first-quarter non-GAAP revenues of $4.1 billion (+/- $100 million), up 45% year over year at the midpoint. NetApp continues to benefit from demand for modern all-flash arrays that support enterprise modernization and AI workloads. In fiscal 2026, all-flash revenues reached $4.2 billion, up 11% year over year, and fourth-quarter all-flash revenues were $1.2 billion, up 18%. Management highlighted that AI deployments drove broad strength along with rapid cloud adoption. The company expects fiscal 2027 revenues to be between $7.325 billion and $7.575 billion, representing 8% year-over-year growth at the midpoint. The guidance indicates a robust enterprise IT demand environment with higher enterprise AI activity compared with the previous fiscal year. Fiscal first-quarter revenues are expected to be in the range of $1.75 billion to $1.9 billion. STX Price Performance, Valuation and Estimates In the past month, STX's shares have lost 6.9% compared with the Computer Integrated Systems industry's 8.1% decline.Zacks Investment Research", "date_published": "2026-08-11T14:50:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "W1DC34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "W1DC34", "name": "Western Digital Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/40e4cb06-859e-41dd-902d-d11fdcd32afb/"}]}}, {"id": "source:de3eae10103228d01b554a3389772194ede4572ccf2acd086ff17b7eea1bd46b", "url": "https://finance.yahoo.com/technology/ai/articles/ever-enhances-ai-powered-p-143300883.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/ever-enhances-ai-powered-p-143300883.html", "title": "EVER Enhances AI-Powered P&C Insurance Solutions With Waniwani", "content_text": "EverQuote, Inc. EVER entered into an exclusive commercial partnership with Waniwani. The collaboration aims to integrate Waniwani's technology into EverQuote's portfolio to help property and casualty (P&C) insurance carriers manage brand visibility, discoverability and regulatory compliance as consumers increasingly use AI agents for financial decisions. Waniwani is a technology company that provides revenue and compliance infrastructure for the agentic distribution of financial services. Waniwani remains focused on the emerging environment in which AI agents increasingly act as intermediaries between consumers and financial service providers. Its infrastructure is designed to help financial service providers. EverQuote plans to integrate Waniwani's technology into its existing portfolio of AI solutions for large P&C insurers and thousands of licensed agents. This broadens EverQuote's product offering and helps it address the emerging agentic AI distribution channel. As AI agents increasingly influence how consumers find and select financial products, Waniwani's technology can help EverQuote's insurance customers ensure their brands and offerings are effectively surfaced by AI agents, assistants and autonomous shopping tools. This could make EverQuote more valuable to carriers seeking to maintain visibility as consumer behavior shifts toward AI. The partnership is designed not only to help insurers get discovered, but also to optimize engagement throughout the funnel and improve the ability to convert AI-driven interactions into customers. This aligns closely with EverQuote's core business of helping P&C insurers maximize customer acquisition. The deal should help EverQuote capitalize on the emerging shift toward AI-driven insurance discovery and distribution. By integrating Waniwani's discoverability, revenue optimization and compliance capabilities, EverQuote can expand its AI solutions, improve customer acquisition for P&C insurers and potentially develop new revenue streams as AI agents become more influential in insurance purchasing. EverQuote also made a strategic minority equity investment in Waniwani. This deepens the relationship and supports joint development of solutions designed to optimize how insurers' content, offerings and brands are surfaced by AI agents and autonomous shopping/research tools. The integration can help EverQuote generate additional revenues by expanding its P&C insurance growth solutions into agentic AI channels, enabling insurers to improve AI-driven discoverability, engagement and customer conversion. This could increase monetizable insurance-shopping activity while also allowing EverQuote to develop and sell new AI-based services to carriers and agents. Story Continues Zacks Rank & Price Performance EverQuote currently carries a Zacks Rank #5 (Strong Sell). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. In the past year, the stock has gained 8.7% against the industry's decline of 15.6%.Zacks Investment Research Image Source: Zacks Investment Research Key Picks Some better-ranked stocks from the Internet - Software industry are Appian Corporation APPN, Arista Networks, Inc. ANET and Paycom Software, Inc. PAYC, each sporting a Zacks Rank #1 at present. Appian's earnings surpassed estimates in each of the last four quarters, the average surprise being 216.26%. Shares of APPN have jumped 26.2% in the past year. The Zacks Consensus Estimate for APPN's 2026 and 2027 earnings implies year-over-year growth of 65.5% and 25.3%, respectively. Arista Networks's earnings surpassed estimates in each of the last four quarters, the average surprise being 8.88%. Shares of ANET have jumped 35.6% in the past year. The Zacks Consensus Estimate for ANET's 2026 and 2027 earnings implies year-over-year growth of 24.8% and 21.4%, respectively. Paycom Software's earnings surpassed estimates in three of the last four quarters, missed in one, the average surprise being 7.21%. Shares o", "date_published": "2026-08-11T14:33:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "A1NE34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "A1NE34", "name": "Arista Networks, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2294380d-83e8-4a06-acc0-dc4da8352c7f/"}]}}, {"id": "source:b05bc0e27913f3f1d88aadb603355cbceb3737cdbaa999eb945b058f97699a98", "url": "https://finance.yahoo.com/m/eefab599-f0fe-32f1-aca2-fced05a8489f/everpure-stock-rallies-after.html", "external_url": "https://finance.yahoo.com/m/eefab599-f0fe-32f1-aca2-fced05a8489f/everpure-stock-rallies-after.html", "title": "Everpure Stock Rallies After Cloud Deal. Why It Is A 'Mic Drop Moment.'", "content_text": "Everpure stock jumped following news that the data storage company has landed its second \"design win\" with a cloud giant. Continue Reading", "date_published": "2026-08-11T13:50:36+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "D1EL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "D1EL34", "name": "Dell Technologies Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/20b315dd-9085-4428-8c9d-2c7fe9ac1dc7/"}]}}, {"id": "source:32e649730ddfabd123ac2e77ce87f5363c72c1c4f8bcc5f51eb091cf59100f1b", "url": "https://finance.yahoo.com/technology/articles/nvidias-vera-cpu-challenge-intel-130000719.html", "external_url": "https://finance.yahoo.com/technology/articles/nvidias-vera-cpu-challenge-intel-130000719.html", "title": "Can NVIDIA's Vera CPU Challenge Intel and AMD's Market Dominance?", "content_text": "NVIDIA Corporation NVDA is taking a bigger step into the CPU (Central Processing Unit) market with its Vera processor, designed specifically for agentic artificial intelligence (AI) workloads. The move could give NVIDIA another growth engine while increasing pressure on established server CPU leaders Intel Corporation INTC and Advanced Micro Devices, Inc. AMD. NVIDIA's Vera CPU is up to 1.8 times faster than x86 processors on workloads. The Vera CPU is designed to work closely with NVIDIA GPUs (graphics processing units), networking and software, allowing customers to build complete AI systems rather than relying on separate CPU and accelerator platforms. This integrated approach could be particularly attractive as AI agents require more computing power for reasoning, planning and data processing. Vera CPU is also gaining support from major technology companies. Anthropic, OpenAI and SpaceX are among the AI organizations planning to adopt the platform, while Dell Technologies, Hewlett Packard Enterprise Company, Lenovo and Super Micro Computers are preparing Vera-based systems. NVIDIA's AI ecosystem gives Vera CPU an additional advantage and could help it gain meaningful server CPU share. The traction of Vera CPU will further boost NVIDIA's data center end-market business. The company's data center revenues reached a record $75.25 billion in the first quarter of fiscal 2027, rising 92% year over year. Analysts' projections suggest that the growth momentum in the data center business will continue. The Zacks Consensus Estimate for NVIDIA's data center revenues is pegged at $363.78 billion, indicating year-over-year growth of approximately 88%. NVIDIA's Rivals Have Deep CPU Expertise to Defend Their Lead NVIDIA's Vera CPU enters a market where Advanced Micro Devices and Intel have established customer relationships and large server CPU businesses. AMD is the more direct growth challenger. Its data center revenues surged 107% year over year to $6.72 billion in the second quarter of 2026, driven by strong demand for EPYC processors and Instinct GPUs. Advanced Micro Devices is also seeing rising demand from AI workloads, including agentic AI, which directly overlaps with Vera's target market. Its broad CPU-and-GPU portfolio gives customers an alternative to NVIDIA's integrated platform. Intel remains a major force in server CPUs through its Xeon portfolio. Its data center and AI business generated $6.26 billion in the second quarter of 2026, up 59% year over year. Intel's latest Xeon processors are also designed to handle AI workloads, helping the company defend its position as AI increases demand for high-performance CPUs. Story Continues NVIDIA has an important advantage because Vera is designed to work closely with its GPUs, networking and software. However, AMD's rapid growth and Intel's large installed base mean NVIDIA will need to prove that Vera can deliver clear performance and efficiency benefits before it can seriously disrupt the CPU market. NVIDIA's Price Performance, Valuation and Estimates Shares of NVIDIA have risen around 16.6% year to date, underperforming the Zacks Computer and Technology sector's gain of 18.1%. NVIDIA YTD Price Return PerformanceZacks Investment Research Image Source: Zacks Investment Research From a valuation standpoint, NVDA trades at a forward price-to-earnings ratio of 19.93, below the sector's average of 21.59. NVIDIA Forward 12-Month P/E RatioZacks Investment Research Image Source: Zacks Investment Research The Zacks Consensus Estimate for NVIDIA's fiscal 2027 and 2028 earnings implies a year-over-year increase of approximately 90.6% and 38.3%, respectively. Estimates for fiscal 2027 and 2028 have been revised upward over the past 30 days.Zacks Investment Research Image Source: Zacks Investment Research NVIDIA currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Researc", "date_published": "2026-08-11T13:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "D1EL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "D1EL34", "name": "Dell Technologies Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/20b315dd-9085-4428-8c9d-2c7fe9ac1dc7/"}]}}, {"id": "source:6cdf275b531a3146f38bf826ca497d086fd079d9893cedbb8b98fbd148b518e8", "url": "https://finance.yahoo.com/markets/stocks/articles/heres-much-youd-invested-1000-123002062.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/heres-much-youd-invested-1000-123002062.html", "title": "Here's How Much You'd Have If You Invested $1000 in Arista Networks a Decade Ago", "content_text": "How much a stock's price changes over time is a significant driver for most investors. Not only can price performance impact your portfolio, but it can help you compare investment results across sectors and industries as well. Another thing that can drive investing is the fear of missing out, or FOMO. This particularly applies to tech giants and popular consumer-facing stocks. What if you'd invested in Arista Networks (ANET) ten years ago? It may not have been easy to hold on to ANET for all that time, but if you did, how much would your investment be worth today? Arista Networks' Business In-Depth With that in mind, let's take a look at Arista Networks' main business drivers. Santa Clara, CA-based Arista Networks, Inc. is engaged in providing cloud networking solutions for data centers and cloud computingenvironments. The company offers 10/25/40/50/100 Gigabit Ethernet switches and routers optimized for next-generation data center networks. Arista uses multiple silicon architectures across its products. At the core of the company's cloud networking solutions is the Linux-based Extensible Operating System (EOS), which was architected to be fully programmable and highly modular. EOS supports leading cloud and virtualization solutions, including Microsoft System Center, OpenStack and other cloud management frameworks. The company co-authored the Virtual Extensible LAN (VXLAN) protocol specification with VMware and was the first to demonstrate VXLAN integration. It has now expanded VXLAN routing and integration. In 2015, Arista introduced CloudVision, a network-wide approach for workload orchestration and workflow automation delivering a turnkey solution for cloud networking. In 2019, Arista introduced 10 new 400G platforms. In the Leaf/Spine High Network Radix category, it now offers two new fixed 32 port 400G switches and a 128 port 100G/32 port 400G modular switch. For the Universal Leaf and Spine category of switching, the company introduced R3 series 100G and 400G products supporting up to 2.5M routes on its 7280R3 series fixed and 7500R3 series modular platforms. Arista introduced a modular family called the 7800R3, a high-density 100G and 400G platform supporting up to 460 Tbps of system throughput. Also, it launched the 720XP Series of fixed Power over Ethernet leaf switches with 60W PoE, enabling it to offer a complete end-to-end solution for cognitive campus Ethernet as well as WiFi-6 wireless Access Points. The company has also expanded AI networking capabilities with AI spine solutions powered by the 7800 platform and introduced XPO high-density liquid-cooled pluggable optics designed for next-generation AI data centers. The company serves five verticals, namely cloud titans, cloud specialty providers, service providers, financial services and the rest of enterprise. Arista's customers include six of the largest cloud service providers based on annual revenues. In the second quarter of 2026, total revenues were $3.04 billion. Story Continues Bottom Line Anyone can invest, but building a successful investment portfolio requires research, patience, and a little bit of risk. So, if you had invested in Arista Networks, ten years ago, you're likely feeling pretty good about your investment today. According to our calculations, a $1000 investment made in August 2016 would be worth $41,409.73, or a gain of 4,040.97%, as of August 11, 2026, and this return excludes dividends but includes price increases. Compare this to the S&P 500's rally of 256.38% and gold's return of 213.11% over the same time frame. Going forward, analysts are expecting more upside for ANET. Arista reported strong second-quarter 2026 results with both adjusted earnings and revenues beating the Zacks Consensus Estimate. It is well positioned as cloud, AI and enterprise customers upgrade high-speed Ethernet networks. Demand spans AI fabrics, core data centers, campus and routing, aided by a stronger supply chain and deeper software automation. New AI fabri", "date_published": "2026-08-11T12:30:02+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "A1NE34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "A1NE34", "name": "Arista Networks, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2294380d-83e8-4a06-acc0-dc4da8352c7f/"}]}}, {"id": "source:05fbcf638a9d670473f7acdfba777c9c00ec740075a1e0d6d4636823112f5e13", "url": "https://finance.yahoo.com/markets/stocks/articles/does-dell-technologies-dell-full-031912979.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/does-dell-technologies-dell-full-031912979.html", "title": "What Does Dell Technologies (DELL) Full North America Distribution Reach Mean?", "content_text": "Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Dell Technologies (NYSE:DELL) expanded its partnership with D&H Distributing Co., which is now a fully authorized distributor for Dell's complete storage and server portfolio in the US and Canada. The move broadens Dell's distribution reach across North America for its datacenter and infrastructure products. D&H's channel relationships with resellers and solution providers are expected to increase access to Dell storage and server offerings for a wider set", "date_published": "2026-08-11T03:19:12+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "D1EL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "D1EL34", "name": "Dell Technologies Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/20b315dd-9085-4428-8c9d-2c7fe9ac1dc7/"}]}}, {"id": "source:383f8077a7aaf911655b5391a68362a0b67b4afebbd979ee32dc3abbbd216e2b", "url": "https://finance.yahoo.com/markets/stocks/articles/dell-dell-stock-may-undervalued-021003671.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/dell-dell-stock-may-undervalued-021003671.html", "title": "Dell (DELL) Stock May Be Undervalued On A Huge Five Year Run", "content_text": "Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Dell Technologies stock has delivered very strong long term returns, yet current valuation checks still suggest the shares may trade below an estimate of intrinsic value. Both a Discounted Cash Flow (DCF) approach and earnings based multiples currently point to the stock as undervalued, which is a striking setup given how far the price has already run. Over the past 5 years, Dell Technologies has returned close to 9x for shareholders, which puts recent p", "date_published": "2026-08-11T02:10:03+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "D1EL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "D1EL34", "name": "Dell Technologies Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/20b315dd-9085-4428-8c9d-2c7fe9ac1dc7/"}]}}, {"id": "source:923389c601e608395743f4e962b06e37870faec0ef4ae6941f5e564451e141e1", "url": "https://finance.yahoo.com/technology/articles/memory-price-surge-accelerating-hardware-203709359.html", "external_url": "https://finance.yahoo.com/technology/articles/memory-price-surge-accelerating-hardware-203709359.html", "title": "Memory Price Surge Accelerating IT Hardware Spending, Morgan Stanley Says", "content_text": "Information technology hardware companies in the US will likely benefit from accelerated enterprise 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 in", "date_published": "2026-08-10T20:37:09+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "HPQB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "HPQB34", "name": "HP Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b3b82de6-e19e-4310-b83a-0c169ecf2df4/"}]}}, {"id": "source:94ceeeec13c7c64384247962aa3c9653acf690b61da57764832e89fe417086ff", "url": "https://finance.yahoo.com/technology/articles/buy-lenovo-group-lnvgy-stock-202100635.html", "external_url": "https://finance.yahoo.com/technology/articles/buy-lenovo-group-lnvgy-stock-202100635.html", "title": "Buy Lenovo Group (LNVGY) Stock for Higher Highs Ahead of Earnings?", "content_text": "Sporting a Zacks Rank #1 (Strong Buy), Lenovo Group LNVGY) is a tech stock that investors will certainly want to keep an eye on ahead of the company's fiscal first-quarter report on Wednesday, August 12. Adding to the bullish backdrop, Lenovo's Zacks Computer-Micro Computers Industry currently ranks in the top 11% of more than 240 Zacks industries, with positive earnings estimate revisions helping to support the momentum for LNVGY shares. Lenovo Stock Hits All-Time Highs Ahead of Earnings Best known as one of the world's largest PC manufacturers, Lenovo has increasingly diversified its business beyond traditional personal computers, expanding into servers, infrastructure solutions, services, and artificial intelligence. Continued momentum in PCs, growing AI adoption, and stronger demand for data-center infrastructure have boosted Lenovo's outlook, with LNVGY soaring over 200% year to date and hitting an all-time high of $74 a share in today's trading session. What has magnified Lenovo's double-digit top-and bottom-line growth trajectory is that EPS estimates for its current fiscal 2027 and FY28 have surged over 40% in the last 60 days, respectively. Lenovo's annual earnings are now expected to increase 31% in FY27 and are projected to spike another 29% in FY28 to $5.04 per share. This comes as annual revenue is forecasted to increase over 15% for the foreseeable future, with projections heading north of $100 billion.Zacks Investment Research Image Source: Zacks Investment Research Lenovo's diversified portfolio could be increasingly important as AI-related spending continues to reshape the technology landscape. To that point, Lenovo has positioned itself to participate in AI demand across devices and infrastructure, while its large PC business provides exposure to an ongoing hardware replacement cycle. Furthermore, Lenovo has exceeded earnings expectations in each of its last four quarterly reports with a very impressive average EPS surprise of 46.79%.Zacks Investment Research Image Source: Zacks Investment Research Lenovo's AI Endeavors AI PCs and personal AI: Lenovo is integrating dedicated AI capabilities into PCs across its ThinkPad, Yoga, IdeaPad and Legion families. Its AI centerpiece is Lenovo Qira, introduced in 2026 as a cross-device personal AI system designed to work across PCs, smartphones, tablets and wearables. Lenovo says Qira can maintain context and continuity as users move among devices. AI servers and data-center infrastructure: Through its Infrastructure Solutions Group, Lenovo sells AI-optimized servers, storage and related infrastructure for model training and, increasingly, AI inference. Its hybrid approach is designed to let customers run workloads where their data resides\u2014on devices, at the edge, in private data centers or in the cloud. Story Continues Nvidia partnership and AI factories: Lenovo has expanded its partnership with Nvidia NVDA around the Lenovo Hybrid AI Advantage, combining Lenovo infrastructure and services with Nvidia's accelerated computing. Earlier this year, Lenovo also announced the Lenovo AI Cloud Gigafactory with Nvidia, aimed at AI cloud providers building extremely large-scale AI infrastructure. Agentic AI and enterprise solutions: Lenovo is moving beyond supplying hardware by helping businesses deploy AI agents and applications for areas such as customer service, content creation, knowledge assistants, software development, data management and IT operations. Its AI portfolio includes more than 165 enterprise AI solutions from its partner ecosystem. AI services: Lenovo also wants to monetize AI implementation and management through its Solutions and Services business\u2014helping enterprises determine where to deploy AI, integrate it with existing systems and move projects from pilots into production. That allows Lenovo to participate in AI spending beyond the initial hardware sale. Adding fuel to the bullish LNVGY thesis, Lenovo CEO Yang Yuanqing has stated AI revenue has become th", "date_published": "2026-08-10T20:21:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "D1EL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "D1EL34", "name": "Dell Technologies Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/20b315dd-9085-4428-8c9d-2c7fe9ac1dc7/"}]}}, {"id": "source:acd85e66437786b6d21a914e08d3626ce811c3cfd13ec0f63d93a67bdc2cc1de", "url": "https://finance.yahoo.com/markets/stocks/articles/hp-hpq-stock-trades-discount-200935092.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/hp-hpq-stock-trades-discount-200935092.html", "title": "HP (HPQ) Stock Trades At A Discount Despite Its 36% Run", "content_text": "Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. HP stock has gained 35.8% year to date, yet on most valuation checks it still looks priced below what a full assessment of its fundamentals suggests. For investors, the puzzle is how to weigh that strong run against signals that the current share price may still sit at a discount to intrinsic value. Year to date, HP is up 35.8%, which means anyone looking at the stock now is evaluating it after a strong rebound in sentiment. Growing interest in AI capable PCs can support expectations for", "date_published": "2026-08-10T20:09:35+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "HPQB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "HPQB34", "name": "HP Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b3b82de6-e19e-4310-b83a-0c169ecf2df4/"}]}}, {"id": "source:dd72bdde1691b5f672863efba883c2dcb4de9ef92b44cb8fa8e6c982f8f302fa", "url": "https://www.nasdaq.com/articles/hp-shares-cross-4-yield-mark", "external_url": "https://www.nasdaq.com/articles/hp-shares-cross-4-yield-mark", "title": "HP Shares Cross 4% Yield Mark", "content_text": "Looking at the universe of stocks we cover at Dividend Channel, in trading on Monday, shares of HP Inc (Symbol: HPQ) were yielding above the 4% mark based on its quarterly dividend (annualized to $1.2), with the stock changing hands as low as $29.98 on the day. Dividends are particularly important for investors to consider, because historically speaking dividends have provided a considerable share of the stock market's total return. To illustrate, suppose for example you purchased shares of the S&P 500 ETF (SPY) back on 12/31/1999 \u2014 you would have paid $146.88 per share. Fast forward to 12/31/", "date_published": "2026-08-10T19:08:55+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Capital return", "HPQB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "HPQB34", "name": "HP Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b3b82de6-e19e-4310-b83a-0c169ecf2df4/"}]}}, {"id": "source:f68c6a9416259876eb4a5046a5539965d41f81b870c2e57a2c43aa4437613769", "url": "https://finance.yahoo.com/markets/stocks/articles/western-digital-wdc-down-17-181304419.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/western-digital-wdc-down-17-181304419.html", "title": "Western Digital (WDC) Is Down 17.6% After AI-Fueled Earnings Surge And Dividend Boost - Has The Bull Case Changed?", "content_text": "Western Digital reported fourth-quarter 2026 sales of US$3,747 million and net income of US$3,195 million, with full-year sales reaching US$12.92 billion and net income US$9.42 billion, alongside a US$0.15 per-share cash dividend declared for payment in September 2026. Management highlighted that AI customers are already negotiating multi-year storage agreements, suggesting Western Digital is securing longer-term visibility into demand as data-intensive AI workloads expand. We'll now examine how Western Digital's sharply higher earnings and early AI-driven long-term contracts influence the com", "date_published": "2026-08-10T18:13:04+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "W1DC34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "W1DC34", "name": "Western Digital Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/40e4cb06-859e-41dd-902d-d11fdcd32afb/"}]}}, {"id": "source:63952a6e07505bd6adf959471c56183e0d22b050c00d54e9af18d1ac5921f91d", "url": "https://finance.yahoo.com/technology/ai/articles/arista-anet-record-quarter-reignites-181302566.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/arista-anet-record-quarter-reignites-181302566.html", "title": "Arista\u2019s (ANET) Record Quarter Reignites The AI Networking Debate", "content_text": "Arista Networks (NYSE:ANET) posted its first $3 billion-plus quarter on August 4, and the market noticed immediately. Shares spiked as much as 12.8% the next day on August 5 before settling to a 4.7% gain by midday. Revenue reached $3.036 billion, up 37.7% from a year earlier and 12.1% above the first quarter, while non-GAAP earnings per share climbed to $1.02, a 40% jump. For a stock already riding the AI data center buildout, this was the quarter that turned momentum into proof.Arista's (ANET) Record Quarter Reignites The AI Networking Debate Bull Case: Growth That Keeps Getting Faster What ", "date_published": "2026-08-10T18:13:02+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "A1NE34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "A1NE34", "name": "Arista Networks, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2294380d-83e8-4a06-acc0-dc4da8352c7f/"}]}}, {"id": "source:45c56e46a726fcca9456e55f5b38532471d83264dab9707ff62594597842e908", "url": "https://finance.yahoo.com/markets/stocks/articles/ddog-stock-worth-investing-q2-163200713.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/ddog-stock-worth-investing-q2-163200713.html", "title": "Is DDOG Stock Worth Investing in After Q2 Beat & Solid '26 Guidance?", "content_text": "Datadog DDOG, the leading AI-powered observability and security platform, delivered strong second-quarter 2026 results, with both the top and bottom lines exceeding expectations. Total revenues rose 36% to $1.12 billion, while non-GAAP EPS of 65 cents rose 41.3% year over year. Building on this momentum, Datadog raised its full-year 2026 revenue guidance to $4.45-$4.47 billion, implying approximately 30% year-over-year growth. The company also increased its non-GAAP EPS outlook to $2.50-$2.54, underscoring management's confidence in its growth line. Analyst sentiment remains positive, with the Zacks Consensus Estimate projecting 2026 revenues of $4.41 billion, up 28.82% year over year. The earnings estimate of $2.43 per share has also been revised upward over the past 60 days, implying 18.54% year-over-year growth and indicating expectations for continued strong financial performance, which supports the stock's investment outlook.Zacks Investment Research Image Source: Zacks Investment Research The bullish sentiment is also reflected in DDOG's stock performance. The company's shares closed at $233.93 on Friday, gaining 4.64% for the session, and have surged 72% year to date. This significantly outpaces the Zacks Internet - Software industry, which has declined 3.2%, and the broader Zacks Computer and Technology sector, which has gained 18.3%. Datadog has also outperformed its peers, including Arista Networks ANET, Paycom Software PAYC and Unity Software U, over the same time frame. While Arista Networks and Paycom Software shares have appreciated 44% and 34.9%, respectively, Unity Software shares have fallen 2.6%, highlighting Datadog's stronger stock market performance. YTD Price Performance ComparisonZacks Investment Research Image Source: Zacks Investment Research Now, the question arises: is this the right time to add this stock to your portfolio? Let us examine the key factors driving the rise in the share price, the emerging AI opportunity and valuation to assess the stock's investment prospects. Key Q2 Tailwinds Supporting DDOG Stock Datadog's latest results highlight sustained business momentum, driven by growing customer adoption and the expanding role of its platform in managing increasingly complex cloud and AI workloads. Strong cash generation was another key positive, with the company delivering $316 million in operating cash flow and $279 million in free cash flow during the second quarter, translating into a 25% free cash flow margin. Datadog ended the quarter with approximately $5 billion in cash, cash equivalents and marketable securities, providing a strong financial cushion to support continued investments in product innovation, strategic initiatives and potential acquisitions. Customer growth and expansion trends also remain encouraging. Datadog ended the second quarter with roughly 33,400 customers, while the number of customers generating at least $100,000 in ARR increased 23% year over year to approximately 4,720, accounting for about 91% of total ARR. Importantly, customers are increasingly adopting multiple Datadog products: 58% now use at least four products, compared with 52% a year ago, while 13% use 10 or more products, versus 7% a year ago. RUM has also surpassed $200 million in ARR and is growing more than 50% year over year. This increasing platform adoption could support higher customer spending and strengthen retention over the long term. Another significant area of long-term growth is platform consolidation and enterprise-level expansion. In the second quarter, Datadog's RPO reached $3.47 billion \u2014 a 43% increase year over year \u2014 while current RPO grew by approximately 40% during the same period. The company also won several large enterprise deals, including a multiyear deal worth more than $30 million in total contract value in which a major online media company standardized on Datadog and replaced four commercial and internal tools. Datadog is also expanding into security, data observabilit", "date_published": "2026-08-10T16:32:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "A1NE34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "A1NE34", "name": "Arista Networks, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2294380d-83e8-4a06-acc0-dc4da8352c7f/"}]}}, {"id": "source:0d1428fd204e010604bc0fb89c1b939f3ce04a6ebda3b4230fab41eb1a6dd836", "url": "https://finance.yahoo.com/markets/stocks/articles/ciena-down-29-past-3-152300860.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/ciena-down-29-past-3-152300860.html", "title": "Ciena Down 29% in Past 3 Months: Should Investors Buy, Hold or Sell?", "content_text": "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. The company has also underperformed its peers, Corning Incorporated GLW, Arista Networks, Inc. ANET and Cisco Systems, Inc. CSCO. GLW has lost 20%, while ANET and CSCO have soared 38.3% and 23.5%, respectively, in the same time frame.Zacks Investment Research Image Source: Zacks Investment Research Ciena's demand continues to exceed supply, requiring ongoing capacity investments and execution discipline. Also, high customer concentration remains a concern. Let us take a closer look at CIEN's fundamentals, key growth drivers, competitive strengths and potential risks to determine whether the stock is an attractive investment. Factors to Consider Ciena is grappling with ongoing supply constraints as demand continues to exceed available component supply. Management noted that the imbalance between supply and demand persists across the industry, requiring continued investments with suppliers to secure manufacturing capacity and supply availability. These constraints could limit the company's ability to fully capitalize on strong customer demand. Higher operating expenses are another concern as Ciena works to secure supply and support growing demand. The company increased its operating expense guidance to fund supply-security efforts and higher variable compensation. While engineering cost reductions, pricing optimization and disciplined working capital management supported margins, additional spending could weigh on profitability. Ciena also remains exposed to the pace of spending by hyperscalers and service providers. Its growth opportunities depend on continued investments in networking infrastructure as AI workloads expand. Although hyperscalers have raised their 2026 capital expenditure plans and service providers are resuming optical infrastructure investments, any slowdown could affect demand. Supply availability also remains an important factor in converting the company's strong backlog and demand into revenue.Zacks Investment Research Image Source: Zacks Investment Research Nevertheless, Ciena is benefiting from strong AI-led demand for optical networking infrastructure across hyperscalers and service providers, supported by expanding bandwidth needs, rising data center interconnect activity and solid adoption of coherent optical technologies. The company's record second-quarter fiscal 2026 revenue of $1.57 billion, up 40% year over year, reflects this strength. Its backlog increased by more than $600 million sequentially to $7.7 billion, providing visibility into 2027. Story Continues Strong product adoption and new customer wins are further supporting Ciena's growth prospects. The company secured the industry's first multi-rail order for its RLS Hyper-Rail platform from a leading hyperscaler, while DCOM contributed to 88% year-over-year growth in the Routing and Switching segment. Demand for 400G and 800G pluggables remains strong, and the company expects pluggable revenue to more than double from 2025. Direct cloud customer revenue rose 70% year over year, while service provider revenue increased 28%. Improving financial performance and a higher fiscal 2026 outlook also strengthen the growth case. Adjusted gross margin expanded to 44.9%, adjusted operating margin reached 19.5% and adjusted EPS nearly quadrupled to $1.64. Free cash flow totaled $219 million, while cash was $1.4 billion. Based on first-half execution, management raised its fiscal 2026 guidance and expects revenue of approximately $6.3 billion, plus or minus $100 million, with adjusted gross margin of 44.5% to 45% and operating margin of around 19%. CIEN's Valuation CIEN trades at a forward 12-month price-to-earnings (P/E) of 52.97X, above the industry's 39.07X. CSCO, GLW and ANET trade ", "date_published": "2026-08-10T15:23:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "A1NE34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "A1NE34", "name": "Arista Networks, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2294380d-83e8-4a06-acc0-dc4da8352c7f/"}]}}, {"id": "source:39ed50e597e2cb894f2870fba45e7b0e1334e687d4799ee4ba3de7476c501915", "url": "https://finance.yahoo.com/markets/stocks/articles/2-services-stocks-long-term-150922476.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/2-services-stocks-long-term-150922476.html", "title": "2 Services Stocks for Long-Term Investors and 1 We Find Risky", "content_text": "2 Services Stocks for Long-Term Investors and 1 We Find Risky Business services providers use their specialized expertise to help enterprises streamline operations and cut costs. Furthermore, the demand for their offerings is rising as more clients outsource non-core functions, a trend that has enabled the industry to return 16.8% over the past six months. At the same time, the S&P 500 was up 10.9%. Nevertheless, investors should tread carefully as many companies in this space are cyclical due to their reliance on corporate spending budgets. On that note, here are two resilient services stocks", "date_published": "2026-08-10T15:09:22+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "HPQB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "HPQB34", "name": "HP Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b3b82de6-e19e-4310-b83a-0c169ecf2df4/"}]}}, {"id": "source:eb8e5f9b54410fb694575562e877e90be2bc9c2870580c8d125963975972ec29", "url": "https://finance.yahoo.com/markets/stocks/articles/zacks-analyst-blog-highlights-spacex-150000081.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/zacks-analyst-blog-highlights-spacex-150000081.html", "title": "The Zacks Analyst Blog Highlights SpaceX, Arista Networks and The Boeing", "content_text": "For Immediate Release Chicago, IL \u2013 August 10, 2026 \u2013 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 the blog include: Space Exploration Technologies Corp. SPCX, Arista Networks, Inc. ANET and The Boeing Co. BA. Here are highlights from Friday's Analyst Blog: Top Stock Reports for SpaceX, Arista Networks and Boeing The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Space Exploration Technologies Corp., Arista Networks, Inc. and The Boeing Co.. These research reports have been hand-picked from the roughly 70 reports published by our analyst team today. You can see all of today's research reports here >>> Ahead of Wall Street The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning. You can read today's AWS here >>> Jobs Numbers -23K for July, -103K in Previous Revisions Today's Featured Research Reports Shares of SpaceX have underperformed the Zacks Wireless National industry over the past month (-19.8% vs. -16%). The Zacks analyst maintains a Neutral view on the company. SpaceX reported relatively modest second-quarter 2026 results with the top and bottom line exceeding the respective Zacks Consensus Estimate. Reusable launch scale and Starlink's expanding subscriber, enterprise and government base support a durable infrastructure advantage. Starship testing and V3 satellites could raise network capacity, while AI compute agreements and the pending Cursor acquisition broaden monetization. The offset is investment intensity and execution. SpaceX is committing substantial capital to compute, satellites and launch infrastructure even as GAAP losses remain. The assets are difficult to replicate, but the risk-reward remains balanced until newer platforms convert investment into more consistent returns. (You can read the full research report on SpaceX here >>>) Arista Networks' shares have outperformed the Zacks Internet - Software industry over the year-to-date period (+48% vs. -5.6%). The company reported strong second-quarter 2026 results with both adjusted earnings and revenues beating the Zacks Consensus Estimate. It is well positioned as cloud, AI and enterprise customers upgrade high-speed Ethernet networks. Demand spans AI fabrics, core data centers, campus and routing, aided by a stronger supply chain and deeper software automation. New AI fabric platforms, including liquid-cooling options and scale-across capabilities, support next-generation AI clusters, while campus recognition shows traction beyond hyperscale cloud. However, Arista faces intense competition in cloud networking, AI Ethernet and high-speed switching markets. The company derives a substantial portion of revenue from a limited number of large customers. Any slowdown in AI infrastructure demand or delays in customer adoption could impact its growth. (You can read the full research report on Arista Networks here >>>) Shares of Boeing have gained +7.3% over the year-to-date period against the Zacks Aerospace - Defense industry's gain of +7.4%. The company's second-quarter loss was wider than expected. Boeing remains one of the largest U.S. commercial aircraft manufacturers. Steadily growing commercial air travel should boost Boeing's service business unit. The outlook for Boeing's defense and space business segment also remains optimistic. The government's inclination toward strengthening the nation's ", "date_published": "2026-08-10T15:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "A1NE34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "A1NE34", "name": "Arista Networks, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2294380d-83e8-4a06-acc0-dc4da8352c7f/"}]}}, {"id": "source:72fd5af2b9eb905e6c6347ccfde895509a3ed171a165a5a532ea0a7f08b4206e", "url": "https://finance.yahoo.com/markets/stocks/articles/5-dividend-growth-stocks-buy-144300270.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/5-dividend-growth-stocks-buy-144300270.html", "title": "5 Dividend Growth Stocks to Buy as US Rate Hike Concerns Ease", "content_text": "All three major U.S. stock indices ended Aug. 7, 2026, in positive territory, as a softer-than-expected jobs report eased concerns over the Federal Reserve implementing further rate hikes in the near term. At the same time, robust tech and software earnings helped dispel fears surrounding artificial intelligence (AI) market disruption. While lower rate expectations and strong tech earnings often drive investors toward aggressive growth plays, recent market volatility \u2014 particularly among tech firms making massive capital expenditures on AI data centers \u2014 warrants caution. For risk-averse investors, steady dividend-growth stocks offer a far more prudent balance of consistent income, lower volatility, and reliable long-term returns at this juncture. These dividend-growth stocks boast a consistent track record of raising payouts, underscoring the balance-sheet strength and cash-flow resilience required to navigate a period in which the traditional growth narrative is being reassessed. Stocks with a strong history of year-over-year dividend growth can help build a resilient portfolio with greater potential for capital appreciation compared to simple dividend-paying or high-yield stocks. We have selected five dividend growth stocks \u2014 Dell Technologies DELL, Taiwan Semiconductor TSM, Amphenol Corp. APH, Cheesecake Factory CAKE and GormanRupp GRC \u2014 that could be solid choices for your portfolio. Why Is Dividend Growth Better? Stocks with a strong history of dividend growth are typically associated with mature companies that are less prone to sharp market swings, allowing them to serve as a hedge against economic or political uncertainty, as well as broader market volatility. Their steadily rising payouts provide a measure of downside protection. These companies are generally backed by solid fundamentals, making them attractive long-term dividend-growth investments. Key strengths include durable business models, consistent profitability, expanding cash flows, healthy liquidity, strong balance sheets and attractive valuations. A consistent history of dividend growth underscores the potential for continued growth ahead. Although these stocks do not necessarily have the highest yields, they have outperformed the broader stock market or any other dividend-paying stock for an extended period. As a result, selecting dividend-growth stocks appears to be a winning strategy when other key parameters are taken into account. 5-Year Historical Dividend Growth Greater Than Zero: This selects stocks with a solid dividend growth history. Story Continues 5-Year Historical Sales Growth Greater Than Zero: This represents stocks with a strong record of growing revenues. 5-Year Historical EPS Growth Greater Than Zero: This represents stocks with a solid earnings growth history. Next 3-5 Year EPS Growth Rate Greater Than Zero: This represents the rate at which a company's earnings are expected to grow. Improving earnings should help companies sustain dividend payments. Price/Cash Flow Less Than M-Industry: A ratio lower than the industry median indicates that a stock is undervalued within its industry, meaning an investor would pay less for the company's cash flow. 52-Week Price Change Greater Than S&P 500 (Market Weight): This ensures that a stock has appreciated more than the S&P 500 over the past year. Top Zacks Rank: Stocks with a Zacks Rank #1 (Strong Buy) or 2 (Buy) generally outperform their peers in all types of market environments. Growth Score of B or better: Our research shows that stocks with a Growth Score of A or B, when combined with a Zacks Rank #1 or 2, offer the best upside potential. These few criteria alone narrowed the universe from more than 7,700 stocks to just nine. Here are the five of those nine stocks that fit the bill: Texas-based Dell Technologies is a leading provider of servers, storage, and personal computers. The company's IT solutions support customers in traditional infrastructure and multi-cloud environments. The Zacks ", "date_published": "2026-08-10T14:43:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "D1EL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "D1EL34", "name": "Dell Technologies Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/20b315dd-9085-4428-8c9d-2c7fe9ac1dc7/"}]}}, {"id": "source:080034f19468775e6aba77a33d2fc5834fcacfb6bdc6f19bf01325d20550672f", "url": "https://finance.yahoo.com/markets/stocks/articles/does-arista-networks-anet-potential-135503378.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/does-arista-networks-anet-potential-135503378.html", "title": "Does Arista Networks (ANET) Have the Potential to Rally 26.33% as Wall Street Analysts Expect?", "content_text": "Arista Networks (ANET) closed the last trading session at $188.67, gaining 0.9% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $238.34 indicates a 26.3% upside potential. The average comprises 24 short-term price targets ranging from a low of $179.15 to a high of $289.00, with a standard deviation of $27.19. While the lowest estimate indicates a decline of 5.1% from the current price level, the most optimistic estimate points to a 53.2% upside. More than the range, o", "date_published": "2026-08-10T13:55:03+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "A1NE34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "A1NE34", "name": "Arista Networks, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2294380d-83e8-4a06-acc0-dc4da8352c7f/"}]}}, {"id": "source:0ee61f72b8b3b2466f22e6e6d153a57c0bf3ecee6a7bd97689c5ada68134b775", "url": "https://finance.yahoo.com/markets/stocks/articles/arista-witnesses-uptrend-estimate-revision-134900208.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/arista-witnesses-uptrend-estimate-revision-134900208.html", "title": "Arista Witnesses an Uptrend in Estimate Revision: Is it Worth Buying?", "content_text": "Earnings estimates for Arista Networks, Inc. ANET for 2026 and 2027 have moved up 2.2% to $3.72 and 3% to $4.52, respectively, over the past seven days. The positive estimate revisions depict bullish sentiments about the stock's growth potential.Zacks Investment Research Image Source: Zacks Investment Research Solid Q2 Results Buoy ANET Arista reported strong second-quarter 2026 results with both adjusted earnings and revenues beating the Zacks Consensus Estimate. The company posted a strong 37.7% year-over-year revenue increase, reflecting broad-based growth across its artificial intelligence", "date_published": "2026-08-10T13:49:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "A1NE34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "A1NE34", "name": "Arista Networks, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2294380d-83e8-4a06-acc0-dc4da8352c7f/"}]}}]}