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Super Micro Computer Q4 Earnings Beat Estimates, Revenues Rise Y/Y

Super Micro Computer, Inc. SMCI reported fourth-quarter fiscal 2026 non-GAAP earnings of $1.70 per share, beating the Zacks Consensus Estimate of 68 cents. The bottom line increased 315% year over year. SMCI generated net sales of $11.12 billion, which increased 93% year over year …

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

Micron Technology’s (MU) Competitive Edge in a Rapidly Evolving Industry

aron Capital, an investment management company, released its Q2 2026 investor letter for the "Baron Opportunity Fund". A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 …

ASML34 mentioned
Sharemaestro market context Trend signal active 52 weeks +122.7% · Next-week setup positive 57.7% ASML34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

ASML Holding N.V. (ASML) vs. Taiwan Semiconductor Manufacturing Company Limited (TSM): A Key Supplier Says it Can Keep Up With the AI Boom

Zeiss, the German optics maker whose mirrors are critical to ASML Holding N.V. (NASDAQ:ASML)'s most advanced chipmaking machines, said this week that it's confident it has the capacity to handle booming AI-driven demand. The statement pushes back on investor worries about bottlenecks in the …

ASML34 main company
Sharemaestro market context Trend signal active 52 weeks +122.7% · Next-week setup positive 57.7% ASML34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Stocks Settle Lower Ahead of Wednesday’s CPI Report

The S&P 500 Index ($SPX) (SPY) closed down -0.32% on Tuesday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.34%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.33%. September E-mini S&P futures (ESU26) fell -0.35%, and September E-mini Nasdaq futures (NQU26) …

ASML34 mentioned
Sharemaestro market context Trend signal active 52 weeks +122.7% · Next-week setup positive 57.7% ASML34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

PodcastOne, Inc. (PODC) Reports Q1 Loss, Misses Revenue Estimates

PodcastOne, Inc. (PODC) came out with a quarterly loss of $0.05 per share versus the Zacks Consensus Estimate of a loss of $0.01. This compares to a loss of $0.04 per share a year ago. These figures are adjusted for non-recurring items. This quarterly …

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

Lam Research and NY Creates Team Up to Enable Training of University Students for the Semiconductor Workforce

Lam's Semiverse®Solutions virtual fabrication platform expected to provide hands-on chip fabrication training for engineering students across NY Creates' workforce development network News Summary Lam Research and NY Creates will collaborate to advance semiconductor workforce development across the northeastern United States. The program is expected …

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

US Stock Market Today: S&P 500 Futures Stall As Traders Eye Inflation Signals

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. The Morning Bull - US Market Morning Update Wednesday, Aug, 12 2026 US stock futures are flat to slightly weaker as investors wait for fresh inflation clues. …

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

1 Semiconductor Stock for Long-Term Investors and 2 Facing Challenges

1 Semiconductor Stock for Long-Term Investors and 2 Facing Challenges Semiconductors are the silicon backbone of the digital revolution. The amount of data we ingest is also increasing exponentially, leading to elevated demand for chips with more processing power. This secular trend bodes well …

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

Should You Buy Applied Materials Stock Before the Huge Investor Update?

Applied Materials(NASDAQ: AMAT) is scheduled to deliver an investor update with significant implications for shareholders. 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 …

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

Stocks Supported by Renewed Middle East Optimism

The S&P 500 Index ($SPX) (SPY) today is up +0.04%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.32%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.07%. September E-mini S&P futures (ESU26) are up +0.02%, and September E-mini Nasdaq futures (NQU26) …

ASML34 mentioned A1MT34 mentioned
Sharemaestro market context Trend signal active 52 weeks +122.7% · Next-week setup positive 57.7% ASML34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

ASML Holding (ENXTAM:ASML) Gains On TSMC Demand Signal, Is The Stock Now Too Expensive?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Strong revenue figures and an upgraded outlook from Taiwan Semiconductor Manufacturing have put a fresh spotlight on ASML Holding (ENXTAM:ASML) as investors reassess …

ASML34 main company
Sharemaestro market context Trend signal active 52 weeks +122.7% · Next-week setup positive 57.7% ASML34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Stocks Mostly Higher in Hopes for a Deal to Reopen Hormuz

The S&P 500 Index ($SPX) (SPY) today is up +0.10%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.05%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.15%. September E-mini S&P futures (ESU26) are up +0.12%, and September E-mini Nasdaq futures (NQU26) …

ASML34 mentioned A1MT34 mentioned
Sharemaestro market context Trend signal active 52 weeks +122.7% · Next-week setup positive 57.7% ASML34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Why ASML Holding Stock Rallied Tuesday Morning

Shares of ASML Holding (NASDAQ: ASML) charged sharply higher on Tuesday, jumping as much as 5%. As of 12:54 p.m. ET, the stock was still up 3.2%. The catalyst that sent the chipmaking equipment provider higher was robust sales from one of the company's …

ASML34 main company
Sharemaestro market context Trend signal active 52 weeks +122.7% · Next-week setup positive 57.7% ASML34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Intel makes another $15 billion vital move as AI demand accelerates

Time and again, I've seen the same movie at Intel, from different angles. From the layoffs, the 18A yield progress, the management restructuring, the CHIPS Act subsidies, and the Q2 beat, which was the company's strongest revenue growth in 15 years. Each piece of …

ASML34 mentioned
Sharemaestro market context Trend signal active 52 weeks +122.7% · Next-week setup positive 57.7% ASML34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

ASML Stock Jumps 4.1% as TSMC Revenue Reignites Tool Demand

This article first appeared on GuruFocus. ASML Holding (NASDAQ:ASML), the company with a near-stranglehold on the machines needed to manufacture cutting-edge chips, jumped approximately 4.1% in Tuesday's U.S. session as investors got another reminder that the AI chip boom is still running hot. TSMC's …

ASML34 main company
Sharemaestro market context Trend signal active 52 weeks +122.7% · Next-week setup positive 57.7% ASML34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Is Rule Breaker ASML the Snap Cola King Right Now?

Of the 3,000-plus companies we monitor in The Motley Fool's Rule Breakers Primary database, exactly one tops the list with an overall Superscore of 99. It isn't a household name – it's ASML(NASDAQ:ASML), the quiet Dutch firm that builds the machines that make the …

ASML34 main company
Sharemaestro market context Trend signal active 52 weeks +122.7% · Next-week setup positive 57.7% ASML34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

WidePoint to Report Q2 Earnings: What's in Store for the Stock?

WidePoint WYY is scheduled to report its second-quarter 2026 earnings results on Aug. 13. For the second quarter of 2026, the Zacks Consensus Estimate for earnings is pegged at 1 cent per share, unchanged over the past 30 days, suggesting year-over-year growth of 116.67%. …

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

Intel Just Increased Its Stock Offering to $20B. Why That’s Good News for ASML.

Intel stock was down after it said it plans to issue 210.5 million shares at a price of $95 a share but ASML was gaining. Continue Reading

ASML34 mentioned L1RC34 mentioned A1MT34 mentioned K1LA34 mentioned
Sharemaestro market context Trend signal active 52 weeks +122.7% · Next-week setup positive 57.7% ASML34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Stocks Finish Lower as Soaring Crude Prices Spur Inflation Fears

The S&P 500 Index ($SPX) (SPY) closed down -0.06% on Monday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.11%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.34%. September E-mini S&P futures (ESU26) fell -0.07%, and September E-mini Nasdaq futures (NQU26) …

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

5 Insightful Analyst Questions From Lam Research’s Q2 Earnings Call

5 Insightful Analyst Questions From Lam Research's Q2 Earnings Call Is now the time to buy LRCX? Find out in our full research report (it's free). Lam Research (LRCX) Q2 CY2026 Highlights: Revenue: $6.72 billion vs analyst estimates of $6.69 billion (30% year-on-year growth, …

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

The Changing Dynamics Behind Micron Technology (MU)

Ashva Capital Management, an investment management company, released its Q2 2026 investor letter. A copy of the letter can be downloaded here. Ashva Capital LP generated a 23.1% net return through June 30, 2026, compared to a 9.6% gain for the S&P 500 over …

ASML34 mentioned
Sharemaestro market context Trend signal active 52 weeks +122.7% · Next-week setup positive 57.7% ASML34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Lam Research Enters Panel-Level Packaging: Is This a Growth Catalyst?

Lam Research Corporation LRCX is expanding its opportunity in advanced packaging as artificial intelligence (AI) chips become larger and more complex. The company seems to be now focusing on the Panel-Level Packaging ("PLP") method. In this connection, it established a Panel-Level Packaging Center of …

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

UC Berkeley to Join Applied Materials’ EPIC Center to Speed Chip Innovation

Applied Materials, Inc. Collaboration pairs UC Berkeley's semiconductor research strength with Applied's state-of-the-art equipment and process integration expertise Located in Silicon Valley, Applied's EPIC Center provides industry-scale R&D environment with access to cutting-edge chipmaking equipment to enable rapid co-innovation and faster commercialization SANTA CLARA, …

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

Bernstein raises WFE growth estimates, boosts price targets

Investing.com -- In a note on Tuesday, Bernstein lifted its forecasts for wafer fabrication equipment (WFE) spending, raising price targets across its semiconductor equipment coverage on growing conviction that the current upcycle "has legs." Analyst David Dai lifted the firm's 2026 WFE estimate to …

ASML34 mentioned L1RC34 mentioned A1MT34 mentioned K1LA34 mentioned
Sharemaestro market context Trend signal active 52 weeks +122.7% · Next-week setup positive 57.7% ASML34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Buy 3 Stocks That Recently Announced Dividend Hikes Amid Volatility

Major indexes are coming off their best weeks since April, but markets are still rattled by volatility. Oil prices have stabilized, and hopes of a deal between Iran and Oman have brightened. Yet uncertainty related to the economy's health, peace talks between the United …

K1LA34 mentioned
Sharemaestro market context Trend signal active 52 weeks +95.4% · Next-week setup positive 60.7% K1LA34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Buy and Hold These 2 Top-Ranked AI-Led Semiconductor Equipment Stocks

The global semiconductor manufacturing equipment and materials industry is growing by leaps and bounds, buoyed by AI-driven capital expenditure in leading-edge logic, high-bandwidth memory ("HBM") and Test and Packaging components. On July 14, SEMI reported in its Mid-Year Total Semiconductor Equipment Forecast – OEM …

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

Is Lam Research, KLA, or Applied Materials the Best Chip Equipment Buy? Jim Cramer Weighs In

Cramer's Case for the Semiconductor Equipment "Troika" During the August 6 episode of CNBC's Mad Money, host Jim Cramer pointed to the bottleneck in data center memory production and urged investors to focus on the companies building the fabrication machinery. He highlighted Lam Research …

L1RC34 main company A1MT34 main company K1LA34 mentioned
Sharemaestro market context Trend signal active 52 weeks +195.5% L1RC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Lam Research (LRCX) Gains An AI Supply Chain Tailwind As Customer Demand Surges

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. Lam Research (NasdaqGS:LRCX) is in focus as Taiwan Semiconductor reports strong AI driven revenue …

L1RC34 main company ASML34 mentioned
Sharemaestro market context Trend signal active 52 weeks +195.5% L1RC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

AI’s biggest buildout is here. These stocks offer a way to invest in the data center boom

The AI revolution is leading to a massive boom in data centers. Major cloud service providers like Google, Meta, Microsoft, and Amazon are engaged in a frenzied bid to keep up with the demand for AI services, and are spending hundreds of billions of …

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

Applied Materials (AMAT) Gets A Demand Lift From 44.7% AI Chip Growth

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Applied Materials (NasdaqGS: AMAT) is in focus after TSMC reported a 44.7% year over year revenue jump in July on strong AI chip demand. TSMC, the leading …

A1MT34 main company ASML34 mentioned
Sharemaestro market context Trend signal active 52 weeks +210.6% A1MT34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Update: S&P 500 Retreats From Record, Oil Jumps as Hormuz Reopening Hopes Fade

(Updates with market moves at the end of the day, and other changes, if any.) US equity benchmark 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. …

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

Semiconductor Equipment Makers vs. Chip Designers: Who's Actually Winning the AI Cycle?

Key Points ASML Holdings and Applied Materials provide essential equipment and expertise for making AI processors. Nvidia and Broadcom are leading chip designers, with pricing power that could last as the artificial intelligence boom plays out.10 stocks we like better than Nvidia › There …

ASML34 mentioned A1MT34 mentioned
Sharemaestro market context Trend signal active 52 weeks +122.7% · Next-week setup positive 57.7% ASML34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Earnings live updates: Plug Power stock jumps on improving margins, raised revenue guidance

The second quarter earnings season is beginning to wind down, with nearly 90% of S&P 500 (^GSPC) companies having already reported. The takeaway from the quarter so far has been unbridled strength. According to FactSet data, second quarter earnings for S&P 500 companies are …

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

ASML Stock Rises 1.7% as AI Demand Signal Strengthens

This article first appeared on GuruFocus. ASML Holding (NASDAQ:ASML) sits on one of the most valuable choke points in the AI boom, and demand is not slowing down. The lithography giant raised its 2026 revenue outlook after another strong quarter, while its U.S.-listed shares …

ASML34 main company
Sharemaestro market context Trend signal active 52 weeks +122.7% · Next-week setup positive 57.7% ASML34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

S&P 500 Companies' Quarterly Earnings Growth Eases Amid Healthcare Drop, Oppenheimer Says

S&P 500 companies' quarterly earnings growth rate eased from a week ago amid a drop in the healthcar 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. …

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

Update: Equities Fall, Oil Rises Intraday Amid Hormuz Reopening Uncertainty

Stocks_Chart market equity trading wall street -Shutterstock (Updates with latest market prices and developments.)US stocks fell and oil prices advanced intraday as the Strait of Hormuz's reopening appeared uncertain.The Nasdaq Composite was down 0.3% at 26,616.2 after midday Monday, while the Dow Jones Industrial …

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

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