{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: Brazil Technology news", "home_page_url": "https://sharemaestro.com/newsreel/br/technology/", "feed_url": "https://sharemaestro.com/newsreel/br/technology/feed.json", "description": "Latest Technology company headlines from Brazil, newest first, with industry sections, source links and company research.", "language": "en", "items": [{"id": "source:4774cb0456a13e9f3e002c9d7850335f3ca049acef5067aeb8528245b402b659", "url": "https://seekingalpha.com/news/4633394-broadcom-falls-amid-vmware-security-vulnerability-reports?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4633394-broadcom-falls-amid-vmware-security-vulnerability-reports?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "Broadcom falls amid VMware security vulnerability reports", "content_text": "[Broadcom headquarters in Silicon Valley] Sundry Photography Shares of Broadcom (AVGO [https://seekingalpha.com/symbol/AVGO]) fell about 5% on Friday after being in the red for three out of four trading days this week, amid reports that a vulnerability in VMware vCenter was being exploited. On Thursday, BleepingComputer reported [https://www.bleepingcomputer.com/news/security/critical-vmware-vcenter-rce-flaw-exploited-for-reverse-ssh-access/] that a recently patched critical vulnerability (CVE-2026-59310) in VMware vCenter Syslog Server is being exploited in an active campaign to deploy a reve", "date_published": "2026-08-14T16:45:41+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Market update", "AVGO34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AVGO34", "name": "Broadcom Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b9e6fbcb-bc7c-4bbe-b169-d21a13d2f773/"}]}}, {"id": "source:7239d9496ab086da1fa9c732bb884e9cac0d4a0da7cec179a6c0d5bab70eaf01", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-500-billion-plan-envelops-164209178.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-500-billion-plan-envelops-164209178.html", "title": "Nvidia\u2019s $500 Billion Plan Envelops Wall Street in Its AI Frenzy", "content_text": "(Bloomberg) -- Goldman Sachs Group Inc., Blackstone Inc. and Apollo Global Management Inc. had been working tirelessly for months to draw up debt deals that would help developers of artificial intelligence systems pay for chips from Nvidia Corp. Most Read from Bloomberg Selena Gomez Accused of Fraud by Mental-Health Startup Investors US Readies Unprecedented 'Economic Isolation' Plan for Iran Costliest US Bond Sale Since 2001 Is Investor Warning to Bessent Walter Sells Lakers, Seeks More Cash to Pay Loans Amid DOJ Probe OpenAI's Annualized Revenue Tops $40 Billion Ahead of IPO With slow progre", "date_published": "2026-08-14T16:42:09+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "NVDC34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDC34", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/21de71f9-57f7-43be-b6cc-b4f2fe07a7ab/"}]}}, {"id": "source:f48f1f18ccc316671bad2c0d7927c0175a201d5bae32e3fbdcbecb3c88de4e9f", "url": "https://news.google.com/rss/articles/CBMiUkFVX3lxTE43WUoyU2tiUWlkZ0lIR1RzRHVJT245V3hUY29fT29rdThFUDZqeDRtdDJ3MjY3UHdybGVPNVdCM2ZBQkY0QWtCbkRDWVpKTW1TWFE?oc=5", "external_url": "https://news.google.com/rss/articles/CBMiUkFVX3lxTE43WUoyU2tiUWlkZ0lIR1RzRHVJT245V3hUY29fT29rdThFUDZqeDRtdDJ3MjY3UHdybGVPNVdCM2ZBQkY0QWtCbkRDWVpKTW1TWFE?oc=5", "title": "TOTS3 - Totvs - Resultados, Dividendos, Cota\u00e7\u00e3o e Indicadores", "content_text": "TOTS3 - Totvs - Resultados, Dividendos, Cota\u00e7\u00e3o e Indicadores", "date_published": "2026-08-14T16:34:21+00:00", "authors": [{"name": "Investidor10"}], "tags": ["Market update", "TOTS3"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "TOTS3", "name": "TOTVS S.A.", "sentiment_url": "https://sharemaestro.com/sentiment/1e4cf916-b1b7-4315-9f55-6b8ea818e606/"}]}}, {"id": "source:83134f475313ec3d0e8d5d901609d6d50108d169f7a962cdcebad82245484ca9", "url": "https://finance.yahoo.com/technology/ai/articles/iphone-users-now-wont-wait-163358184.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/iphone-users-now-wont-wait-163358184.html", "title": "iPhone users now won't have to wait as long for $250M settlement", "content_text": "The wait for Apple customers to see payments from a class-action lawsuit involving iPhones 15 and 16 just got a few months shorter. On Thursday, Aug. 13, the U.S. District Court for the Northern District of California granted permission to move a final approval hearing for the Apple settlement from September 2027 to February 2027, according to court documents obtained by USA TODAY. The settlement is part of a class-action lawsuit alleging that Apple deceived customers about artificial intelligence enhancements in new iPhones in 2024. In May, Apple agreed to pay $250 million to settle the case.", "date_published": "2026-08-14T16:33:58+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Regulatory and legal", "AAPL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL34", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/4f9f3149-6238-4f83-8566-855f7f30c054/"}]}}, {"id": "source:1248693303b287bda01467fb943025aa733bedc5664971a1c81f0c078ac9c3c7", "url": "https://finance.yahoo.com/markets/stocks/articles/jpmorgan-set-serious-microsoft-stock-163300684.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/jpmorgan-set-serious-microsoft-stock-163300684.html", "title": "JPMorgan set a serious Microsoft stock price target for 2027", "content_text": "Microsoft stock spent most of 2026 in the penalty box. The AI spending looked too heavy. The returns were not yet visible. Then the company reported fourth-quarter results on July 29, and the stock jumped more than 27%. Azure crossed $100 billion. Copilot showed real adoption numbers. The narrative shifted. Two weeks later, JPMorgan is following that shift with a price target that says Microsoft has a long way left to run. Analyst Samik Chatterjee raised his December 2027 target to $625 from $550 on Aug. 13 while keeping his Overweight rating, according to Seeking Alpha. That implies roughly 3", "date_published": "2026-08-14T16:33:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSFT34", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a60257f6-63d8-41fd-b4d7-9e41be6f999f/"}]}}, {"id": "source:ebfd7feca1095d1cf2f86e23c0c7016d8f8627abc82afb3253166d6d4432feaa", "url": "https://finance.yahoo.com/m/37c163ca-5fc2-3bb9-b50b-04a093acaf94/nvidia-stock-rises-as-it-bets.html", "external_url": "https://finance.yahoo.com/m/37c163ca-5fc2-3bb9-b50b-04a093acaf94/nvidia-stock-rises-as-it-bets.html", "title": "Nvidia Stock Rises as It Bets on Robots", "content_text": "Nvidia stock has been on a good run recently, and its push into robotics could help it keep going. The chip maker has signed a memorandum of understanding with South Korea\u2019s LG Group to develop a humanoid robot. Nvidia shares were up 0.1% at $225.62 on Friday. Continue Reading", "date_published": "2026-08-14T16:30:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "NVDC34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDC34", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/21de71f9-57f7-43be-b6cc-b4f2fe07a7ab/"}]}}, {"id": "source:68e47fe518779e6d73db9dc3a49aea19c2844184f0769c3d9c6a32239fb1c8c4", "url": "https://finance.yahoo.com/markets/stocks/articles/intel-stock-focus-23-billion-161053832.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/intel-stock-focus-23-billion-161053832.html", "title": "Veteran Bank Gives Intel Foundry a Major Vote of Confidence", "content_text": "This article first appeared on GuruFocus. Intel (NASDAQ:INTC) could be showing signs of progress in its contract-chipmaking business through its recently expanded stock offering, according to GF Securities analyst Jeff Pu in a Friday note to clients. The company raised $20 billion through the share sale after initially targeting $15 billion, with an additional underwriting option potentially taking gross proceeds to $23 billion. The financing comes as Intel increases spending on manufacturing capacity and advanced chip technologies. Warning! GuruFocus has detected 6 Warning Signs with INTC. Is", "date_published": "2026-08-14T16:10:53+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Capital return", "ITLC34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ITLC34", "name": "Intel Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/dbacc07e-c090-448b-8476-08c10dd9a40b/"}]}}, {"id": "source:e982e70b7e60cf74f55c6d4e908db187a64fd6724ce6e7cbf271d13ee33916a0", "url": "https://finance.yahoo.com/m/82f07888-be7d-3f5c-a0bb-93ad17632414/spacex%2C-sandisk%2C-micron%2C.html", "external_url": "https://finance.yahoo.com/m/82f07888-be7d-3f5c-a0bb-93ad17632414/spacex%2C-sandisk%2C-micron%2C.html", "title": "SpaceX, Sandisk, Micron, Workday, Applied Materials, Reddit, Unusual Machines, and More Stocks That Explain Today\u2019s Market", "content_text": "Sandisk trades higher with several Wall Street firms responding positively to the company\u2019s long-term revenue growth plan. Continue Reading", "date_published": "2026-08-14T16:09:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "A1MT34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "A1MT34", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/1eca3187-60a8-490f-9f82-649cef922efa/"}]}}, {"id": "source:92550534140db605512d9b80e4877ec7bb9b7f27d3a524e2af127ac4b910d068", "url": "https://finance.yahoo.com/technology/ai/articles/apple-builds-custom-ai-model-160211202.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/apple-builds-custom-ai-model-160211202.html", "title": "Apple Builds Custom AI Model for China With Alibaba", "content_text": "This article first appeared on GuruFocus. Apple Inc. (AAPL, Financials), the iPhone maker, has developed its own large language model for China with support from Alibaba, marking a shift in how it plans to roll out artificial intelligence in one of its most important markets. Warning! GuruFocus has detected 5 Warning Sign with AMZN. Is AAPL fairly valued? Test your thesis with our free DCF calculator. Apple had traditionally relied more on local third-party models for AI functionality for Chinese users.The new strategy provides Apple with more control over the experience, while still working w", "date_published": "2026-08-14T16:02:11+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "AAPL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL34", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/4f9f3149-6238-4f83-8566-855f7f30c054/"}]}}, {"id": "source:f3cb3d92531214dd32a19e1a635cb1aec258876e4dddcca65cd4f800a17d18e8", "url": "https://finance.yahoo.com/m/06ab7789-48c4-330d-b4d4-76acc9f988a8/apple-is-sitting-out-the-ai.html", "external_url": "https://finance.yahoo.com/m/06ab7789-48c4-330d-b4d4-76acc9f988a8/apple-is-sitting-out-the-ai.html", "title": "Apple Is Sitting Out the AI Race\u2014Except in China", "content_text": "Apple has reportedly developed its own AI model for the Chinese market with support from its in-country partner, Alibaba Group. Continue Reading", "date_published": "2026-08-14T15:52:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "AAPL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL34", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/4f9f3149-6238-4f83-8566-855f7f30c054/"}]}}, {"id": "source:6b0bcfa9eae9bab7a668a501b0219222a72f385d92da25c4baecf3abc4ef55d2", "url": "https://finance.yahoo.com/markets/stocks/articles/broadcom-down-over-3-months-154215417.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/broadcom-down-over-3-months-154215417.html", "title": "Broadcom is Down Over 3 Months: One Wall Street Pro Sees 60%+ Gains Ahead", "content_text": "Quick Read BNP Paribas Exane raised its AVGO target to $675, implying 61% upside, while 44 analysts rate the stock Buy with zero Sells. AMD rallied 14% and MRVL surged 26% over three months while AVGO stalled despite posting 143% AI revenue growth year over year. Hock Tan confirmed Q2 AI bookings of $30 billion against $10.8 billion shipped, targeting $100 billion in AI revenue by fiscal 2027. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Broadcom didn't make the cut. Grab the names FREE today. Broadcom (NASDAQ:AVGO) trades at $417.82 against a Wall Stree", "date_published": "2026-08-14T15:42:15+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "AVGO34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AVGO34", "name": "Broadcom Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b9e6fbcb-bc7c-4bbe-b169-d21a13d2f773/"}]}}, {"id": "source:8d37d7ba1497c76344a21fb889d77ac12d28d3a1559f8fa9dfc8d2f2120ede6a", "url": "https://finance.yahoo.com/markets/stocks/articles/cisco-rating-cut-hsbc-analyst-153905121.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/cisco-rating-cut-hsbc-analyst-153905121.html", "title": "Cisco rating cut at HSBC as analyst sees a lack of catalysts", "content_text": "Investing.com -- HSBC downgraded Cisco Systems (NASDAQ: CSCO) to Hold from Buy and cut its price target for the stock to $120 from $137 in a note on Friday, saying that while fourth-quarter results were strong, the stock lacks a near-term catalyst. \"Solid results but missing catalyst,\" analyst Abhishek Shukla wrote, adding that the downgrade reflects \"valuation and lack of positive catalysts.\" Fourth-quarter non-GAAP operating profit came in 6% above consensus, HSBC said, with non-GAAP earnings per share of $1.22, up 23.2% year over year and 4% to 5% above estimates. Cisco guided to fiscal 202", "date_published": "2026-08-14T15:39:05+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "CSCO34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "CSCO34", "name": "Cisco Systems, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/7f09e1dd-b23b-42ec-8d2e-084eb58d01d2/"}]}}, {"id": "source:42ac2dc01f8973dd2566b84eef815db878fd335a6c20d923a74da857f0b8e8ca", "url": "https://finance.yahoo.com/video/nvidia-earnings-preview-next-nvidia-153900980.html", "external_url": "https://finance.yahoo.com/video/nvidia-earnings-preview-next-nvidia-153900980.html", "title": "Nvidia earnings preview: What\u2019s next for Nvidia stock", "content_text": "Yahoo Finance Market and Data Editor Jared Blikre and Senior Business Reporter Ines Ferre join the Executive Editor Brian Sozzi on the Opening Bid panel to preview Nvidia's (NVDA) upcoming earnings and assess what could be next for stock in the weeks ahead. Video Transcript 00:00 Speaker A Jared, um, stay on the charts for a second because we're 12 days out from Nvidia, and those 12 days are going to go very quickly. What are you seeing there? 00:09 Jared Let's take a look at the charts. So here's a one-year chart of Nvidia. Uh let's actually expand this to three years because remember in the ", "date_published": "2026-08-14T15:39:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDC34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDC34", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/21de71f9-57f7-43be-b6cc-b4f2fe07a7ab/"}]}}, {"id": "source:626f668eed0b838fd33d8d6a61df2943e26e17d68ac94adb5ce47fd1ff00ab2e", "url": "https://finance.yahoo.com/markets/stocks/articles/micron-sandisk-better-poised-upside-145753354.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/micron-sandisk-better-poised-upside-145753354.html", "title": "Is Micron or Sandisk Better Poised For Upside Through The End of September?", "content_text": "Quick Read Micron (MU) leads on HBM AI demand with 84.9% gross margins, while Sandisk (SNDK) jumped 21% after NAND pricing drove 103% sequential data center growth. CEO Sanjay Mehrotra locked in floor gross margins well beyond prior cycle peaks through ~$100B in contracted revenue across 16 Strategic Customer Agreements. Micron's late-September fiscal Q4 report, backed by an 8-quarter beat streak and a 6x forward P/E, makes it the higher-conviction hold as hyperscaler CapEx rises. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Micron Technology didn't make", "date_published": "2026-08-14T14:57:53+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MUTC34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MUTC34", "name": "Micron Technology, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/ca02c371-6fe6-42df-bd40-192c2a7ce685/"}]}}, {"id": "source:54d889b8a4eea6f48c0b9d16f4f19ba6d6c4b37476a5ece64ae367166cf064cd", "url": "https://finance.yahoo.com/technology/articles/apple-proposes-15-cut-purchases-145448010.html", "external_url": "https://finance.yahoo.com/technology/articles/apple-proposes-15-cut-purchases-145448010.html", "title": "Apple proposes to take a 15% cut of purchases made outside the App Store", "content_text": "After trying and failing to delay the matter, Apple on Thursday submitted its proposal for the commissions it wants to charge on purchases made using external links inside apps on its iOS devices. In a new filing in the U.S. District Court of Northern California, Apple proposed new commissions of 15% for standard apps, with further discounts for developers who are enrolled in special Apple programs. Under the proposed structure, small business developers would pay a 5% commission on payments, while those in the Video Partner Program, News Partner Program, and Mini Apps Partner Program would pa", "date_published": "2026-08-14T14:54:48+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "AAPL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL34", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/4f9f3149-6238-4f83-8566-855f7f30c054/"}]}}, {"id": "source:2e3cecf0fcfae5e009d57d0487ef0daad6c35804b38b23e0fa1f67fad43a1f4e", "url": "https://finance.yahoo.com/markets/stocks/articles/software-m-heats-saas-stocks-144100864.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/software-m-heats-saas-stocks-144100864.html", "title": "Software M&A heats up: Which SaaS stocks could be next for private equity?", "content_text": "Investing.com -- Workday (WDAY) shares surged nearly 18% on Wednesday, August 13, their best single-day gain since 2016, after Reuters reported that private equity firm Silver Lake is in talks to acquire the enterprise software company in a deal that would rank among the largest software buyouts in history. The surge rippled immediately across the software sector, reigniting a debate that has dogged the industry for months: whether the deal reflects a genuine valuation floor for beaten-down SaaS names, or signals that even blue-chip software companies are struggling to navigate the AI transiti", "date_published": "2026-08-14T14:41:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "T1AM34", "H2UB34", "P2CO34", "P2AT34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "T1AM34", "name": "Atlassian Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/931d16c6-4f74-485c-8345-ab8ce091f6ad/"}, {"symbol": "H2UB34", "name": "HubSpot, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/7dbee89a-f7d7-43c6-bb58-2070ea3f47d9/"}, {"symbol": "P2CO34", "name": "Procore Technologies, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/59a8e5c4-9e24-43dc-af57-f6e68530e8e6/"}, {"symbol": "P2AT34", "name": "UiPath, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/fe80aedc-e9c6-4b06-8056-4dabf0252d1d/"}]}}, {"id": "source:eb0b24ea93072e203991f4479b991938cabf5dd11d9b745474d635392bd06d46", "url": "https://finance.yahoo.com/markets/stocks/articles/michael-burry-ramped-bets-against-144007557.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/michael-burry-ramped-bets-against-144007557.html", "title": "Michael Burry Ramped Up His Bets Against Micron and the QQQ ETF. Is the \u2018Big Short\u2019 Investor Asking for Trouble?", "content_text": "Quick Read Burry pressed his MU short as the stock soared 671% in 2026 and rolled his QQQ ETF puts to June 2027, betting on a larger market fall. Burry covered his Tesla short for a gain but kept NVIDIA and Palantir puts, raising his portfolio's cash to 12%. With 40 of 45 analysts rating MU a Buy and a consensus target of $1,502, Burry's contrarian short faces powerful headwinds. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Micron Technology didn't make the cut. Grab the names FREE today. Michael Burry, the Scion Asset Management founder known for \"The B", "date_published": "2026-08-14T14:40:07+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MUTC34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MUTC34", "name": "Micron Technology, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/ca02c371-6fe6-42df-bd40-192c2a7ce685/"}]}}, {"id": "source:b4aa95d053c528f5af096a8fbeda42bfd2a8c5c7c2733af411927968a00d97e1", "url": "https://seekingalpha.com/news/4633200-apple-proposes-15-commission-on-link-out-app-purchases-as-epic-legal-saga-continues?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4633200-apple-proposes-15-commission-on-link-out-app-purchases-as-epic-legal-saga-continues?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "Apple proposes 15% commission on link-out app purchases as Epic legal saga continues", "content_text": "[Seventh Annual Amazing Las Vegas Comic Con] Paul Butterfield Apple (AAPL [https://seekingalpha.com/symbol/AAPL]) submitted its proposal for commissions related to link-out purchases from its App Store to the U.S. District Court for the Northern District of California in Oakland [https://cand.uscourts.gov/locations/oakland] on Thursday. It's the latest action in a six-year legal saga between Fortnite creator Epic Games and Apple. The proposed commissions for link-out purchases were 15% for standard apps; 10% for the Video Partner Program, the New Partner Program, the Mini Apps Partner Program ", "date_published": "2026-08-14T14:34:00+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Market update", "AAPL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL34", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/4f9f3149-6238-4f83-8566-855f7f30c054/"}]}}, {"id": "source:2fbf6ba8865f9c70440f343d38d7077090850cee7eaae39ca13041ce13f88eca", "url": "https://finance.yahoo.com/m/2fac0fb5-417c-3830-b256-1f96e6e172cc/stock-market-hits-highs%3B.html", "external_url": "https://finance.yahoo.com/m/2fac0fb5-417c-3830-b256-1f96e6e172cc/stock-market-hits-highs%3B.html", "title": "Stock Market Hits Highs; Cisco, Lumentum, Super Micro, Sandisk Key Movers: Weekly Review", "content_text": "The stock market cleared a tight range, with the S&P 500 and Russell 2000 hitting new highs. Lumentum, Cisco, Super Micro, Sandisk were key movers. Continue Reading", "date_published": "2026-08-14T14:21:23+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "CSCO34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "CSCO34", "name": "Cisco Systems, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/7f09e1dd-b23b-42ec-8d2e-084eb58d01d2/"}]}}, {"id": "source:e0e358076ae76786918248ddcbd37984ecb5ae3932944fb85fa79bfdbfd4f4a4", "url": "https://finance.yahoo.com/markets/stocks/articles/intel-stocks-real-opportunity-demand-141030004.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/intel-stocks-real-opportunity-demand-141030004.html", "title": "Intel Stock's Real Opportunity Is Demand It Cannot Yet Ship", "content_text": "Photo by Andrey Matveev on Unsplash Demand for Intel's server chips is running ahead of what its factories can build, and the capital now going in to close that gap is what could drive the stock's next leg. Intel (INTC) stock has returned about 380% over the trailing twelve months and still sits 26% below its 52-week high. It has run more than 30% inside two months nine times since 2011, so the question is not whether it can move but what would move it. The answer is duller than a new product: demand its factories cannot meet and the capital going in to meet it. The Revenue Ceiling Sits In The", "date_published": "2026-08-14T14:10:30+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "ITLC34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ITLC34", "name": "Intel Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/dbacc07e-c090-448b-8476-08c10dd9a40b/"}]}}, {"id": "source:577ad5565ceb3d37085b180dd43889fdc8959304b3f34e56d9bc27a24a1d1c2b", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-nvda-keep-dominating-ai-140727128.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-nvda-keep-dominating-ai-140727128.html", "title": "Can NVIDIA (NVDA) Keep Dominating the AI Infrastructure Boom?", "content_text": "Polen Capital Management Llc released its \"Polen Focus Growth Strategy\" Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index's 16.74% gain, as the market rally remained narrowly focused on AI infrastructure and semiconductor stocks. During the quarter, Polen Capital repositioned the portfolio toward companies benefiting from structural growth in AI infrastructure, power demand, and aerospace. Looking ahead, the managers remain confident in ", "date_published": "2026-08-14T14:07:27+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDC34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDC34", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/21de71f9-57f7-43be-b6cc-b4f2fe07a7ab/"}]}}, {"id": "source:8fcdcb24829aa755a6ac34eb41421f403b255b456090eb939d1bcb1cce503643", "url": "https://finance.yahoo.com/technology/ai/articles/microsoft-msft-ai-strategy-cloud-135455507.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/microsoft-msft-ai-strategy-cloud-135455507.html", "title": "Microsoft\u2019s (MSFT) AI Strategy: Cloud Growth, Big Bets, and Key Risks", "content_text": "Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for \"Aoris International Fund\". A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8\u201312% after fees over a 5\u20137-year market cycle. During the June quarter, international equity markets, as represented by the MSCI AC World Accumulation Index ex Australia, returned 13.8% in AUD terms. In local currencies, the return 15.1%. The Portfolio's Class A (Unhedged) returned ", "date_published": "2026-08-14T13:54:55+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSFT34", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a60257f6-63d8-41fd-b4d7-9e41be6f999f/"}]}}, {"id": "source:af3f08b35c5d1177ecddbab8b0ca87160416bfe0253b46c8879aedc105a126d5", "url": "https://finance.yahoo.com/video/reddit-climbs-applied-materials-gemini-134931604.html", "external_url": "https://finance.yahoo.com/video/reddit-climbs-applied-materials-gemini-134931604.html", "title": "Reddit Climbs, Applied Materials, Gemini Fall | Stock Movers", "content_text": "On this episode of Stock Movers:Drone companies including AeroVironment Inc. (AVAV), Aevex Corp. (AVEX), and Unusual Machines Inc. (UMAC) rose on news that the Trump administration plans to apply a 100% tariff on imports of unmanned aircraft systems and their components.Applied Matierals (AMAT) fell despite an earnings forecast that topped estimates. Investors had a muted reaction to earnings even though the stock has more than doubled this year. Gemini Space Station (GEMI) fell as the crypto platform's earnings report faced crypto market headwinds and a wider-than-expected adjusted Ebitda los", "date_published": "2026-08-14T13:49:31+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "A1MT34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "A1MT34", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/1eca3187-60a8-490f-9f82-649cef922efa/"}]}}, {"id": "source:fc1b9108a102233d86601e52ee7a96624e516abedd411030550273531d4945d8", "url": "https://finance.yahoo.com/m/d7d9e06f-8998-3fca-a2f1-45cb0bb37f84/a-workday-takeover-bid-could.html", "external_url": "https://finance.yahoo.com/m/d7d9e06f-8998-3fca-a2f1-45cb0bb37f84/a-workday-takeover-bid-could.html", "title": "A Workday Takeover Bid Could End the Software Stocks Selloff", "content_text": "Silver Lake\u2019s takeover of Workday would send a clear signal to investors that private-equity firms are circling software. Continue Reading", "date_published": "2026-08-14T13:48:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "P2CO34", "P2AT34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "P2CO34", "name": "Procore Technologies, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/59a8e5c4-9e24-43dc-af57-f6e68530e8e6/"}, {"symbol": "P2AT34", "name": "UiPath, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/fe80aedc-e9c6-4b06-8056-4dabf0252d1d/"}]}}, {"id": "source:bd18cd41ec20709cd34c9c3207708c1d3e06fd1045ce9c141ef40196c26c03e1", "url": "https://finance.yahoo.com/markets/article/stocks-subdued-as-earnings-season-begins-to-wind-down-alphacheck-134418155.html", "external_url": "https://finance.yahoo.com/markets/article/stocks-subdued-as-earnings-season-begins-to-wind-down-alphacheck-134418155.html", "title": "Stocks subdued as earnings season begins to wind down: AlphaCheck", "content_text": "Good morning. Markets got off to a quiet start after the S&P 500 (^GSPC) notched a record high the day before. The tech-heavy Nasdaq Composite (^IXIC) led the major indexes with a 0.2% gain. The Dow Jones Industrial Average (^DJI) slipped below the flat line after retail sales unexpectedly fell in July. Here's a check of the markets in the first few minutes of trading, based on a heat map powered by Yahoo Finance AlphaSpace data. Most sectors started the day in the green, though tech \u2014 August's top performing sector so far \u2014 declined slightly. Communication Services (XLC) and Energy (XLE) stoc", "date_published": "2026-08-14T13:44:18+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "D1OC34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "D1OC34", "name": "DocuSign, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/c2c4c3ef-e574-49e3-a192-99d98383d3f4/"}]}}, {"id": "source:bc1f095a81f53c830f7b3461c049c24222e21a5d899ad57ae0c9fb61e746fbbe", "url": "https://finance.yahoo.com/markets/stocks/articles/why-lam-research-lrcx-became-132837845.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/why-lam-research-lrcx-became-132837845.html", "title": "Why Lam Research (LRCX) Became This Portfolio\u2019s Top Performer", "content_text": "Polen Capital Management Llc released its \"Polen Focus Growth Strategy\" Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index's 16.74% gain, as the market rally remained narrowly focused on AI infrastructure and semiconductor stocks. During the quarter, Polen Capital repositioned the portfolio toward companies benefiting from structural growth in AI infrastructure, power demand, and aerospace. Looking ahead, the managers remain confident in ", "date_published": "2026-08-14T13:28:37+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "L1RC34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "L1RC34", "name": "Lam Research Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/b5d7cc8b-d0cb-4424-ac39-1ddebc726d43/"}]}}, {"id": "source:871038a816a1eed4322e3988e10f1b00cfca0dd09a6f48dd46d5b3825328231f", "url": "https://finance.yahoo.com/technology/ai/articles/apple-focus-houston-ai-manufacturing-125105466.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/apple-focus-houston-ai-manufacturing-125105466.html", "title": "Apple in Focus as New Houston AI Manufacturing Hub Opens", "content_text": "This article first appeared on GuruFocus. Apple (NASDAQ:AAPL) is adding a training hub to its growing Houston manufacturing footprint, giving small and midsize companies access to equipment and instruction focused on advanced production methods. The 20,000-square-foot center operates inside Apple's Houston complex, where the company already builds and ships advanced AI servers. Production of the Mac mini is also scheduled to begin at the location later this year. Warning! GuruFocus has detected 3 Warning Signs with MU. Is AAPL fairly valued? Test your thesis with our free DCF calculator. Progr", "date_published": "2026-08-14T12:51:05+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "AAPL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL34", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/4f9f3149-6238-4f83-8566-855f7f30c054/"}]}}, {"id": "source:4446701c4dc39186fc867524df923fc8b01b3364ce09179245db55c00635787f", "url": "https://news.google.com/rss/articles/CBMimgFBVV95cUxPZXBNaHc3eFY5S29mVjJZRG5zR2hjSjl2NmpGZnRhdXRXT21OUkQ5emV4N2JIcVN1R3Npajg3Qmt1TGhjb3ZuQUxfNXJER0E1YVU5dm9hbWdtaFlaQnhJRnhiZ2E4ZGdtOXllVTRnMXlQSVlTWlhjSmJJSDQyOV83b0tLTUt5d3R2OU9MYnNBOUI0dnB5SW9fd0NB?oc=5", "external_url": "https://news.google.com/rss/articles/CBMimgFBVV95cUxPZXBNaHc3eFY5S29mVjJZRG5zR2hjSjl2NmpGZnRhdXRXT21OUkQ5emV4N2JIcVN1R3Npajg3Qmt1TGhjb3ZuQUxfNXJER0E1YVU5dm9hbWdtaFlaQnhJRnhiZ2E4ZGdtOXllVTRnMXlQSVlTWlhjSmJJSDQyOV83b0tLTUt5d3R2OU9MYnNBOUI0dnB5SW9fd0NB?oc=5", "title": "Applied Materials cai ap\u00f3s balan\u00e7o mostrar recuo em vendas para a China", "content_text": "Applied Materials cai ap\u00f3s balan\u00e7o mostrar recuo em vendas para a China", "date_published": "2026-08-14T12:36:27+00:00", "authors": [{"name": "ADVFN"}], "tags": ["Market update", "A1MT34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "A1MT34", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/1eca3187-60a8-490f-9f82-649cef922efa/"}]}}, {"id": "source:8f3c6a6eb9ffcc3594715e0de1f3c678829feb233496478b5f2c1bad1531b734", "url": "https://finance.yahoo.com/markets/stocks/articles/gary-black-warns-elon-musk-123117823.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/gary-black-warns-elon-musk-123117823.html", "title": "Gary Black Warns Elon Musk: Tesla Can\u2019t Match Apple's Marketing Relying Only on \u2018Word-of-Mouth and the CEO\u2019s Posts on X\u2019", "content_text": "Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Prominent investor Gary Black has issued a stark warning to Elon Musk, asserting that Tesla Inc. cannot match Apple Inc.'s $4.4 trillion valuation by relying solely on \"word-of-mouth and the CEO's posts on X,\" while calling for an urgent shift toward professional marketing leadership. Call for Marketing Leadership In a detailed analysis shared on X, Black argued that despite Tesla's $1.3 trillion market cap, the automaker has repeatedly failed to invest in the marketing leadership needed to exp", "date_published": "2026-08-14T12:31:17+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "AAPL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL34", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/4f9f3149-6238-4f83-8566-855f7f30c054/"}]}}, {"id": "source:7f29009cf644242ee24f8b725f1148d97f4c79069081538b4d3afbf2106b43bb", "url": "https://seekingalpha.com/news/4633180-intels-capital-raise-could-imply-foundry-progress-expanding-customer-base-gf?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4633180-intels-capital-raise-could-imply-foundry-progress-expanding-customer-base-gf?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "Intel's capital raise could imply foundry progress, expanding customer base: GF", "content_text": "Intel's (INTC [https://seekingalpha.com/symbol/INTC]) $23B [https://x.com/LipBuTan1/status/2088029999748321326?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Etweet] capital raise [https://seekingalpha.com/news/4630452-intel-upsizes-stock-offering-to-20b-prices-at-95] this week could imply that the semiconductor giant has made progress in its all-important foundry unit, and as such, an expanding customer base, GF Securities said. Shares rose fractionally in premarket trading on Friday. \u201cWe view the implications of the share offerings as constructive given the CEO\u2019s subscription and the implied", "date_published": "2026-08-14T12:26:48+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Analyst action", "ITLC34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ITLC34", "name": "Intel Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/dbacc07e-c090-448b-8476-08c10dd9a40b/"}]}}, {"id": "source:936af5885c41494bca8135bf51b07d78f3af3cd7a5e73241cd466c5326d302cb", "url": "https://finance.yahoo.com/m/645d06ea-177b-34fc-8486-e499edaa1c62/why-quantinuum-is-teaming-up.html", "external_url": "https://finance.yahoo.com/m/645d06ea-177b-34fc-8486-e499edaa1c62/why-quantinuum-is-teaming-up.html", "title": "Why Quantinuum Is Teaming Up with Apple Manufacturer Quanta Computer", "content_text": "Just days after Quantinuum\u2019s first earnings report as a public company, the quantum leader unveils a partnership with Taiwan\u2019s Quanta Computer. Continue Reading", "date_published": "2026-08-14T12:18:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AAPL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL34", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/4f9f3149-6238-4f83-8566-855f7f30c054/"}]}}, {"id": "source:43fd2302ba641a4b8b4d0862d1752639f25fecbe72c7151ee80fdfaf9749b03a", "url": "https://finance.yahoo.com/m/645d06ea-177b-34fc-8486-e499edaa1c62/quantinuum-is-working-with.html", "external_url": "https://finance.yahoo.com/m/645d06ea-177b-34fc-8486-e499edaa1c62/quantinuum-is-working-with.html", "title": "Quantinuum Is Working With This Apple Partner to Scale Quantum Computing", "content_text": "Just days after Quantinuum\u2019s first earnings report as a public company, the quantum leader unveils a partnership with Taiwan\u2019s Quanta Computer. Continue Reading", "date_published": "2026-08-14T12:18:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AAPL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL34", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/4f9f3149-6238-4f83-8566-855f7f30c054/"}]}}, {"id": "source:a94d7eed98c617bdee3b96a9a17aaf62e3ad35b994c5cad2145d64442f1aa01b", "url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-stock-falls-earnings-121600075.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-stock-falls-earnings-121600075.html", "title": "Applied Materials Stock Falls After Earnings Beat -- Here's Why", "content_text": "This article first appeared on GuruFocus. Applied Materials (NASDAQ:AMAT) shares fell about 5% early Friday after the semiconductor equipment maker reported fiscal third-quarter results above Wall Street expectations and lifted its outlook. Revenue increased 25% from a year earlier to $9.12 billion, topping the $8.99 billion consensus estimate. Adjusted earnings rose 41% to $3.50 per share. Warning! GuruFocus has detected 2 Warning Sign with SNDK. Is AMAT fairly valued? Test your thesis with our free DCF calculator. For the fiscal fourth quarter, Applied Materials expects revenue of about $10.", "date_published": "2026-08-14T12:16:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "A1MT34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "A1MT34", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/1eca3187-60a8-490f-9f82-649cef922efa/"}]}}, {"id": "source:f7e8fc75ceaf6427201e7ee7265bc3c39857c6b23870c91638936b5f08e72001", "url": "https://finance.yahoo.com/technology/articles/microchip-technology-mchp-unveiled-space-121021703.html", "external_url": "https://finance.yahoo.com/technology/articles/microchip-technology-mchp-unveiled-space-121021703.html", "title": "Microchip Technology (MCHP) Unveiled A Space Atomic Clock For Satellites", "content_text": "Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Microchip Technology (NasdaqGS:MCHP) announced a new radiation tolerant Space CSAC SA65 atomic clock for satellite systems, aimed at compact and energy efficient timing in orbit. The company also introduced a major upgrade to its PolarFire FPGA Ethernet Sensor Bridge to support AI driven edge sensor connectivity for cameras. The updated sensor bridge targets robotics, medical and industrial uses that rely on NVIDIA based platforms and tighter latency control at the edge. These launches h", "date_published": "2026-08-14T12:10:21+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "M1CH34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "M1CH34", "name": "Microchip Technology Incorporated", "sentiment_url": "https://sharemaestro.com/sentiment/b7db1881-ebd1-4384-8821-3650e5146321/"}]}}, {"id": "source:1e6377a46d2c1ab3864fa7e1f482b562e47ad78fab674713aa1f7699a3f8fb1c", "url": "https://finance.yahoo.com/markets/article/workday-takeover-chatter-could-mark-a-turning-point-for-software-stocks-115257707.html", "external_url": "https://finance.yahoo.com/markets/article/workday-takeover-chatter-could-mark-a-turning-point-for-software-stocks-115257707.html", "title": "Workday takeover chatter could mark a turning point for software stocks", "content_text": "A big buyout of Workday (WDAY) could send an important signal on software stocks, which have been hammered over the past 12 months. \"We believe that the reported discussions highlights that the terminal risk related to AI for certain enterprise software companies (i.e. those with scale) is potentially overdone,\" Evercore ISI analyst Kirk Materne wrote in a note on Friday. Reports surfaced late Thursday that the tech-focused private equity firm Silver Lake has held preliminary discussions in recent months about acquiring enterprise software player Workday. Shares finished yesterday's session up", "date_published": "2026-08-14T11:52:57+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "D1OC34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "D1OC34", "name": "DocuSign, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/c2c4c3ef-e574-49e3-a192-99d98383d3f4/"}]}}, {"id": "source:944ac05f2ab375e3fb57effacd10c004d7be4c06211e85d3a833a7a291f01dd1", "url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-earnings-look-amat-114900359.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-earnings-look-amat-114900359.html", "title": "Applied Materials Earnings: What To Look For From AMAT", "content_text": "Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) will be reporting results this Thursday after the bell. Here's what to expect. Applied Materials beat analysts' revenue expectations last quarter, reporting revenues of $7.91 billion, up 11.4% year on year. It was an exceptional quarter for the company, with revenue guidance for next quarter exceeding analysts' expectations and an impressive beat of analysts' operating income estimates. Is Applied Materials a buy or sell going into earnings? Read our full analysis here, it's free for active Edge members. This quarter, the mar", "date_published": "2026-08-14T11:49:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "A1MT34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "A1MT34", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/1eca3187-60a8-490f-9f82-649cef922efa/"}]}}, {"id": "source:1ce8b66e6915c7164c8c414f82e96a1462421e66a7fc921c14d7fe85ac8dadf3", "url": "https://www.nasdaq.com/articles/not-micron-not-sandisk-artificial-intelligence-ai-memory-stock-could-be-next-nvidia", "external_url": "https://www.nasdaq.com/articles/not-micron-not-sandisk-artificial-intelligence-ai-memory-stock-could-be-next-nvidia", "title": "Not Micron, Not Sandisk. This Artificial Intelligence (AI) Memory Stock Could Be the Next Nvidia.", "content_text": "Key Points Demand for high bandwidth memory, DRAM, and NAND flash storage is on the rise. Micron and Sandisk are two of the best-known players in the AI memory segment. A rival from Korea may offer more compelling upside in the long run as AI infrastructure spend accelerates. 10 stocks we like better than SK Hynix \u203a The artificial intelligence (AI) revolution started with a scramble for processing power, as graphics processing units (GPUs) from Nvidia(NASDAQ: NVDA) powered large language model training. Although GPUs remain top of mind for hyperscalers, demand has also begun to shift toward cu", "date_published": "2026-08-14T11:20:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "MUTC34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MUTC34", "name": "Micron Technology, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/ca02c371-6fe6-42df-bd40-192c2a7ce685/"}]}}, {"id": "source:a799825a196816a9b994d67f128d60dae1a5725fbced743136c63b8ba7d08a56", "url": "https://finance.yahoo.com/m/d77ca588-1019-36e1-8065-a36ae0ce7b6c/dow-jones-futures%3A-sandisk%2C.html", "external_url": "https://finance.yahoo.com/m/d77ca588-1019-36e1-8065-a36ae0ce7b6c/dow-jones-futures%3A-sandisk%2C.html", "title": "Dow Jones Futures: Sandisk, Memory Stocks Extend Gains; Applied Materials Tumbles", "content_text": "The S&P 500 hits a new high after a constructive pause. Workday and Sandisk lifted software and memory plays. Applied Materials fell late on earnings. Continue Reading", "date_published": "2026-08-14T11:08:26+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "W1DA34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "W1DA34", "name": "Workday, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/88059450-3500-4f1e-8f98-fe5fe314be8b/"}]}}, {"id": "source:69562178304da3830858b0aae9b4c0c3551bf810832bd450a7e48fc32faaf04e", "url": "https://www.cnbc.com/2026/08/14/stocks-making-the-biggest-moves-premarket-rddt-amat-sndk-w.html", "external_url": "https://www.cnbc.com/2026/08/14/stocks-making-the-biggest-moves-premarket-rddt-amat-sndk-w.html", "title": "Stocks making the biggest moves premarket: Reddit, Applied Materials, Sandisk, Wayfair & more", "content_text": "Check out the companies making the biggest moves premarket: Reddit \u2014 The social media platform surged 12% after S & P Dow Jones Indices said Reddit would join the S & P 500, starting Aug. 18. The company will replace AvalonBay Communities. Applied Materials \u2014 Shares lost more than 5% in premarket trading after the semiconductor manufacturing equipment maker posted Q2 results that failed to impress investors. The company earned an adjusted $3.50 per share on revenue of $9.12 billion. Sales within its key semiconductor systems division came in at $7.04 billion, only slightly above a FactSet cons", "date_published": "2026-08-14T10:46:55+00:00", "authors": [{"name": "cnbc.com"}], "tags": ["Earnings", "W1DA34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "W1DA34", "name": "Workday, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/88059450-3500-4f1e-8f98-fe5fe314be8b/"}]}}, {"id": "source:4fef61690af7f022cb89a9445f1a21e2ef47ddf7857ececdb2f335f99ae9b700", "url": "https://finance.yahoo.com/markets/stocks/articles/boeing-analysts-turn-most-bullish-103001501.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/boeing-analysts-turn-most-bullish-103001501.html", "title": "Boeing Analysts Turn Most Bullish Since 2022 on \u2018Momentum Shift\u2019", "content_text": "(Bloomberg) -- Boeing Co.'s efforts to turn around its business are getting a loud cheer from Wall Street, as analysts this week turned the most bullish on the company in nearly four years. Most Read from Bloomberg Selena Gomez Accused of Fraud by Mental-Health Startup Investors Costliest US Bond Sale Since 2001 Is Investor Warning to Bessent Anthropic in Talks to Buy AI Startup Decart for $6 Billion Walter Sells Lakers, Seeks More Cash to Pay Loans Amid DOJ Probe Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Buy recommendations on the planemaker reached the highest", "date_published": "2026-08-14T10:30:01+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Regulatory and legal", "FSLR34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "FSLR34", "name": "First Solar, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/c19ef3c6-64ac-4654-ad82-5804a4257d84/"}]}}, {"id": "source:84b0e08fbe89e06d2591b5d4954c3d3b57f3cf3d325bb0bc8b01814bd9118dab", "url": "https://finance.yahoo.com/markets/stocks/articles/state-street-spdr-p-400-102002923.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/state-street-spdr-p-400-102002923.html", "title": "Should State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) Be on Your Investing Radar?", "content_text": "The State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) was launched on November 8, 2005, and is a passively managed exchange traded fund designed to offer broad exposure to the Mid Cap Growth segment of the US equity market. The fund is sponsored by State Street Investment Management. It has amassed assets over $2.97 billion, making it one of the average sized ETFs attempting to match the Mid Cap Growth segment of the US equity market. Why Mid Cap Growth Compared to large and small cap companies, mid cap businesses tend to have higher growth prospects and are less volatile, respectively, with", "date_published": "2026-08-14T10:20:02+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "T1WL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "T1WL34", "name": "Twilio Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/81745138-5aa0-483d-8b85-1238300a96a9/"}]}}, {"id": "source:bfadfec328d2ffae53f5bfbe4144361ba2bed32f2f45c43064efa0f5d900a6a2", "url": "https://finance.yahoo.com/technology/ai/articles/does-nvidia-nvda-gain-ai-101028140.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/does-nvidia-nvda-gain-ai-101028140.html", "title": "What Does Nvidia (NVDA) Gain From Its New AI Factory Push In India?", "content_text": "Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Nvidia (NasdaqGS:NVDA) has awarded India's Larsen & Toubro a major contract to build a dedicated AI factory for the chipmaker. The project expands Nvidia's AI infrastructure presence into India, targeting capacity in a regional market. The AI factory is intended to support Nvidia's broader ecosystem of partners and customers that rely on its accelerated computing platforms. This kind of AI infrastructure build out is shaping a wider group of companies that benefit from demand for data ce", "date_published": "2026-08-14T10:10:28+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "NVDC34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDC34", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/21de71f9-57f7-43be-b6cc-b4f2fe07a7ab/"}]}}, {"id": "source:96a69d1173490461712bb4146e27855ec453e0f855550a127c219855297bb3da", "url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-sees-another-record-100145950.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-sees-another-record-100145950.html", "title": "Applied Materials Sees Another Record Year in 2027 As AI Demand Gives It \u2018Unprecedented Visibility\u2019", "content_text": "Applied Materials, Inc.(NASDAQ:AMAT) stock fell in premarket trading Friday after the chip equipment maker reported third-quarter results after Thursday's market close. Applied Materials Posts Record Margins Applied Materials reported third-quarter revenue of $9.12 billion, above analyst estimates of $8.99 billion. Adjusted earnings of $3.50 per share also topped estimates of $3.40. Revenue rose 15% sequentially and 25% from a year earlier. Adjusted gross margin reached a record 50.4%, up 150 basis points year over year. That marked the company's 13th straight quarter of year-over-year gross m", "date_published": "2026-08-14T10:01:45+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Capital return", "A1MT34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "A1MT34", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/1eca3187-60a8-490f-9f82-649cef922efa/"}]}}, {"id": "source:385838a2d3d4abe6127b6865a513e34f0780481dce5dcebb89a2e70fbc726294", "url": "https://finance.yahoo.com/markets/crypto/articles/tim-draper-says-bitcoin-headed-094511603.html", "external_url": "https://finance.yahoo.com/markets/crypto/articles/tim-draper-says-bitcoin-headed-094511603.html", "title": "Tim Draper Says Bitcoin Is Headed for \u2018Infinity\u2019 Against Dollar as Growing BTC Payments Could Trigger Bank Runs", "content_text": "Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Venture capitalist Tim Draper projected on Tuesday that Bitcoin will go to infinity against the dollar in a fundamental global shift. Draper Confident About Bitcoin Adoption In an X post, Draper attached a screenshot of a March announcement about Jack Dorsey-led Block Inc. launching Bitcoin payments on its Square point-of-sale system. The feature lets merchants accept BTC payments with no processing fees until 2027. Additionally, a \"Conversion\" feature will enable them to convert a portion of c", "date_published": "2026-08-14T09:45:11+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "X1YZ34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "X1YZ34", "name": "Block, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b4bacd8c-ccb9-4369-909a-fd639ede2b2d/"}]}}, {"id": "source:acaabaa0360b08deb342da165ca02d978f90be97f0299f443338dbdf66d03a0b", "url": "https://www.nasdaq.com/articles/should-you-buy-zeta-global-stock-right-now", "external_url": "https://www.nasdaq.com/articles/should-you-buy-zeta-global-stock-right-now", "title": "Should You Buy Zeta Global Stock Right Now?", "content_text": "Zeta Global(NYSE: ZETA) is gaining market share, but that might not be enough to constitute a buy. Missed Nvidia in 2009? This Rare Signal Is Flashing Again.In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same \"Total Conviction\" signal is flashing for a company 1/100th the size of Nvidia. Continue \u00bb *Stock prices used were the afternoon prices of Aug. 11, 2026. The video was published on Aug.13, 2026. Should you buy stock in Zeta Global right now? Before you buy stock in Zeta Global, consider this: The Motley Fool Stock Advi", "date_published": "2026-08-14T08:20:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Market update", "Z1TA34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "Z1TA34", "name": "Zeta Global Holdings Corp.", "sentiment_url": "https://sharemaestro.com/sentiment/7498883c-b70e-49bf-8fa4-72ce605016b3/"}]}}, {"id": "source:766b744abae2e184ee1e169f2c139886fa7c8cec594356ceae7af09f0890f89c", "url": "https://finance.yahoo.com/markets/stocks/articles/keysight-technologies-keys-could-8-081355482.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/keysight-technologies-keys-could-8-081355482.html", "title": "Keysight Technologies (KEYS) Could Be 8% Undervalued Following OCP APAC Summit", "content_text": "Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Keysight Technologies (KEYS) is back in focus after presenting at the OCP APAC Summit 2026 in Taipei, just days before its scheduled third quarter fiscal 2026 earnings release on August 18. See our latest analysis for Keysight Technologies. Keysight Technologies has seen firm momentum in recent months, with a 7 day share price return of 5.01% and a 30 day share price return of 8.63%. The 1 year total shareholder return of 115.13% and 5 year total shareholder return of 112.28% poin", "date_published": "2026-08-14T08:13:55+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "K1SG34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "K1SG34", "name": "Keysight Technologies, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/4f701785-9876-49f4-9f72-b0db0dd31d95/"}]}}, {"id": "source:d2c3db0a1c4040b3979df928c0221a86951c4e1f138667a7e9fc21d7b45fcd5c", "url": "https://finance.yahoo.com/markets/stocks/articles/us-stock-market-today-p-081225077.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/us-stock-market-today-p-081225077.html", "title": "US Stock Market Today: S&P 500 Futures Edge Higher As Inflation Watch Intensifies", "content_text": "Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. The Morning Bull - US Market Morning Update Friday, Aug, 14 2026 US stock futures edge higher this morning, with E-mini S&P 500 contracts up about 0.1%, as investors focus on fresh inflation clues and rising government borrowing. The key data point is July producer prices, which are projected to rise 0.2% for overall PPI and 0.3% for core PPI that strips out food and energy. This matters because it shows what companies are paying to make goods, which can l", "date_published": "2026-08-14T08:12:25+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "W1DA34", "M1DB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "W1DA34", "name": "Workday, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/88059450-3500-4f1e-8f98-fe5fe314be8b/"}, {"symbol": "M1DB34", "name": "MongoDB, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/518acf3d-4985-4a72-8a27-039e2ed46e39/"}]}}, {"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:8c5dd9494ea78138c6283a30eb0ab997ada43ad240b007b33602c013b0dc0d0c", "url": "https://finance.yahoo.com/markets/stocks/articles/synopsys-snps-stock-may-cheap-071216841.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/synopsys-snps-stock-may-cheap-071216841.html", "title": "Synopsys (SNPS) Stock May Be Cheap As Shares Fell 33%", "content_text": "Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Synopsys stock has fallen 33.4% over the past year, yet an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach suggests the shares trade at a discount, while traditional market multiples point the other way and look expensive. That split has left investors weighing a DCF signal that indicates upside against a low overall value score and rich P/E style readings. Over the past 12 months, Synopsys has declined 33.4%, which puts recent sentiment and expectations un", "date_published": "2026-08-14T07:12:16+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "S1NP34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "S1NP34", "name": "Synopsys, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/c2aae215-b204-46c9-987b-00fe096b6ebb/"}]}}, {"id": "source:1fa5abaa06085e17529d95291fc687a6d5ce50fc621befa9efbade10e1ab40d8", "url": "https://www.nasdaq.com/articles/apple-unveils-advanced-manufacturing-center-houston-train-small-medium-sized-businesses", "external_url": "https://www.nasdaq.com/articles/apple-unveils-advanced-manufacturing-center-houston-train-small-medium-sized-businesses", "title": "Apple Unveils Advanced Manufacturing Center In Houston To Train Small, Medium-sized Businesses", "content_text": "(RTTNews) - Tech major Apple Inc. (AAPL) late Thursday announced that it has opened its new Advanced Manufacturing Center or AMC in Houston, offering free training and educational sessions for small- and medium-sized businesses. With the AMC, Apple plans to equip American workers with the required critical skills to lead the next generation of technology. The center, which is Apple's second U.S. manufacturing learning site, provides direct experience with state-of-the-art equipment, interactive labs, and tools they need to accelerate innovation. Inside the center, Apple experts will share thei", "date_published": "2026-08-14T06:59:16+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Market update", "AAPL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL34", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/4f9f3149-6238-4f83-8566-855f7f30c054/"}]}}]}