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AD Q2 Earnings Beat Estimates on Strong Site Rental Growth

Array Digital Infrastructure, Inc. AD delivered second-quarter 2026 results above the Zacks Consensus Estimate, with earnings of 64 cents per share topping the 62-cent estimate by 3.2%. Revenues of $54 million also beat the $52 million estimate by 3.8%. Company-reported earnings per share from …

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

TDS Q2 Earnings Beat Estimates on Spectrum Gains, Fiber Growth

Telephone and Data Systems, Inc. TDS reported second-quarter 2026 earnings of $2.24 per share, up from a loss of $0.05 cents in the year-ago quarter, while total operating revenues rose 3.6% year over year to $309.3 million. Earnings topped the Zacks Consensus Estimate, delivering …

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 (LRCX) Upgraded to Strong Buy: Here's Why

Investors might want to bet on Lam Research (LRCX), as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices. The …

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

ASML Dropped 5% Over a Month But a Prominent Wall Street Wealth Manager Sees 50% Returns Coming

Quick Read A China state-backed DUV headline sent ASML down 7%, but Bernstein's $2,623 Street-high target still implies 50% upside from current levels. Peers AMAT and KLAC fell 5 to 10% on the same China fears but carry only roughly 17% analyst-implied upside, a …

ASML34 main company 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

AMAT to Post Q3 Earnings: Time to Buy, Sell or Hold the Stock?

Applied Materials AMAT is scheduled to report third-quarter fiscal 2026 results on Aug. 13. For the fiscal third quarter, AMAT expects revenues to be $8.95 billion (+/- $500 million). The Zacks Consensus Estimate for revenues is pegged at $9 billion, suggesting an increase of …

L1RC34 mentioned 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

ACMR Q2 Earnings Surpass Estimates, Revenues Rise Y/Y

ACM Research, Inc. ACMR came out with second-quarter 2026 earnings of 61 cents per share, beating the Zacks Consensus Estimate of 30 cents. This compares with earnings of 55 cents per share a year ago. ACM Research reported revenues of $292.92 million for the …

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

EPAM Systems Stock Up as Q2 Earnings & Revenues Surpass Estimates

EPAM Systems EPAM stock climbed close to 5% after announcing strong second-quarter 2026 results, with revenues and earnings surpassing the Zacks Consensus Estimate despite continued macroeconomic uncertainty. EPAM reported second-quarter non-GAAP earnings of $3.38 per share, which increased 22% year over year and beat …

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’ dividends: History, yield & payout ratio explained

Applied Materials has benefited from the latest tech trend in artificial intelligence. The Santa Clara, California-based semiconductor manufacturer builds AI chips used in data centers, and its stock has risen significantly in recent years. The company posted nearly $7 billion in net income on …

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

The Zacks Analyst Blog Highlights SpaceX, Tesla KLA Corp, Onto Innovation, Applied Materials and Lam Research

For Immediate Release Chicago, IL – August 10, 2026 – 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 …

L1RC34 mentioned A1MT34 mentioned 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

Chip equipment stocks rise after Taiwan Semiconductor revenue surges 45%

What happened: Shares of chip equipment makers rose on Monday, withASML (ASML) leading Applied Materials (AMAT) and Lam Research (LRCX) higher. What's behind the move: The companies, which provide advanced semiconductor-making equipment to Taiwan Semiconductor Manufacturing Company (TSM), moved higher after TSMC said its …

ASML34 mentioned L1RC34 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

Countdown to Applied Materials (AMAT) Q3 Earnings: A Look at Estimates Beyond Revenue and EPS

Wall Street analysts expect Applied Materials (AMAT) to post quarterly earnings of $3.36 per share in its upcoming report, which indicates a year-over-year increase of 35.5%. Revenues are expected to be $9 billion, up 23.3% from the year-ago quarter. Over the past 30 days, …

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

Situational Awareness bets $400M on chip startup Source Foundry

Situational Awareness, the AI-focused hedge fund run by Leopold Aschenbrenner, invested $400 million earlier this week in Source Foundry, a private startup aiming to upend how chips are manufactured, according to The Wall Street Journal. The investment brings Situational Awareness's total stake in Source …

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

YELP Q2 Earnings Beat Estimates as Other Revenues Surge

Yelp Inc. YELP reported second-quarter 2026 earnings of 57 cents per share, declining 14.9% year over year. The Zacks Consensus Estimate for the bottom line is pegged at 32 cents per share. Yelp's second-quarter net revenues increased 1.4% year over year to $375.5 million …

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: US Equity Futures Mostly Flat Pre-Bell Amid Lack of Progress in Middle East Peace Negotiations

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock 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 …

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

Why ASML Holding (ASML) Could Be the Biggest AI Chip Enabler

Brown Advisory, an investment management company, released its "Brown Advisory Global Leaders Strategy" for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here. Brown Advisory's Global Leaders Strategy delivered a net return of 4.6% in the second …

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

Earnings Season, Persian Gulf Lull, Lift Wall Street Pre-Bell; Asia, Europe Up

Wall Street futures pointed moderately higher pre-bell Monday as traders awaited developments in the 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 …

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

SMCI, Apple, Intel, Berkshire Hathaway, and More Stocks That Explain Today’s Market

The artificial intelligence trade is chugging along as investors wait for a CPI inflation print that could decide where rates go next. Continue Reading

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

TSMC July 2026 revenue jumps 44.7% on AI chip demand

Taiwan Semiconductor Manufacturing Co. disclosed July revenue of NT$467.58 billion ($14.5 billion), up 44.7% year on year, reflecting an accelerating appetite for chips used in artificial intelligence applications. The result puts TSMC ahead of its own full-year guidance. The company said it expects 2026 …

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

US Equity Investors to Focus on Inflation, Iran Geopolitics, Quarterly Earnings This Week

US equity investors are expected to focus on inflation and Fed speak this week while keeping a close 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

Global stocks tick up with oil steady on Hormuz plans

By Wayne Cole and Harry Robertson SYDNEY/LONDON, Aug 10 (Reuters) - Global equities inched higher on Monday as oil prices held broadly steady after Iran said it was nearing a final pact with Oman defining new shipping lanes in the ‌Strait of Hormuz, and …

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

European stocks little changed as investors weigh inflation and Hormuz risks

[Global Business Strategy on Digital Display] London (UKX [https://seekingalpha.com/symbol/UKX]) -0.11%, The British pound traded around $1.349, remaining close to its highest level since July 15. Germany (DAX:IND [https://seekingalpha.com/symbol/DAX:IND]) +0.10%. France (CAC:IND [https://seekingalpha.com/symbol/CAC:IND]) +0.00%. Industrial production in Austria was unchanged in June. Norway’s annual inflation …

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

Apple Tests China's CXMT Memory Chips for iPhones and Macbooks Amid AI-Fueled Supply Crunch: Report

Apple Inc.(NASDAQ:AAPL) is reportedly testing memory chips from China's ChangXin Memory Technologies across products including iPhones and MacBooks as the artificial intelligence boom tightens global memory supply Apple Explores CXMT Chips Amid Memory Shortage Apple has held preliminary discussions with CXMT, China's largest memory-chip …

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

3 Mega-Cap Stocks to Research Further

3 Mega-Cap Stocks to Research Further Megacap stocks dominate their sectors and their actions influence economies worldwide. The flip side though is that their sheer size means they have less room for explosive growth as scale works against them. Sound complicated? With StockStory, it …

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

Inflation Data, Super Micro, Cisco, Rocket Lab, Tapestry, and More to Watch This Week

Economic news this week will include data on consumer and producer prices, existing-home sales, and small-business optimism. As earnings season winds down, we’ll see results from Simon Property, Applied Materials, Cava, and more. Continue Reading

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

Is ASML Holding (NasdaqGS:ASML) Trading At A Premium Or Fair Value?

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. ASML Holding stock has delivered strong returns over recent years, yet the current valuation screens as expensive on standard checks, which raises questions about …

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

Dow Jones Futures Loom As Market Bulls Rule; Cisco, Lumentum Earnings Ahead

With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire beat views Saturday. Lumentum, Cisco. Applied Materials earnings are on tap.. Continue Reading

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

Earnings Week Ahead: SMCI, CSCO, JD, PLUG, and more

[Business Person Reviewing Quarterly Report During Meeting in Office Setting] The second full week of August features a diverse earnings slate spanning AI infrastructure, semiconductors, space technology, healthcare, financials, and consumer names, with Super Micro Computer (SMCI [https://seekingalpha.com/symbol/SMCI]), Nebius (NBIS [https://seekingalpha.com/symbol/NBIS]), Cisco Systems (CSCO …

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

European stocks draw investors as earnings and growth strengthen

Investing.com -- European equities are attracting increased interest from global investors as stronger earnings, improving economic data and broader market participation support expectations that the rally could continue, Bloomberg reported. The Stoxx Europe 600 Index rose during every session last week, its longest winning …

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

2 key checks on AI infrastructure and inflation: What to watch this week

The stock market's first week after the Big Tech earnings extravaganza went about as well as any investor could have hoped. The initial mixed bag of earnings gave way to general bullishness as AI's spending worries receded somewhat. And with Friday's jobs report surprise, …

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

Forget SMH. The Chip Fund That Owns Less Nvidia Is Beating It by 20 Points

Quick Read SOXX's evenly capped weighting crushed SMH by 20 points in 2026, proving fund structure matters more than stock selection in a broadening chip market. SOXQ delivers the same semiconductor sector exposure at 0.10%, roughly a third of SMH's fee, and returned 72% …

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 Holding (ENXTAM:ASML) Draws Fresh Attention After $400 Million Bet On Lithography Rival

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. ASML Holding (ENXTAM:ASML) faces a new challenger as chipmaking startup Source Foundry secures substantial funding to develop lithography equipment for advanced semiconductors. 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

16 out of 16 technology stocks deliver EPS wins this week: Earnings Scorecard

The technology sector was in focus this week after investors assessed earnings reports from companies including Palantir Technologies (PLTR [https://seekingalpha.com/symbol/PLTR]) and Advanced Micro Devices (AMD [https://seekingalpha.com/symbol/AMD]). The technology sector (XLK [https://seekingalpha.com/symbol/XLK]) gained over 30% so far this year, compared to the nearly 13% rise …

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

Earnings Scoreboard: 86% of S&P 500 reporting firms top EPS estimates as 79% post Y/Y profit growth

[Rolled newspaper with the headline Quarterly Results] Zerbor S&P 500 earnings activity accelerated this week, with more than 130 index members reporting quarterly results that provided key insights into corporate margin health, spending trends, and overall macroeconomic strength. EARNINGS ROUNDUP: * BOTTOM LINE (EPS): …

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

KLA Corporation Has Had a Rough Month: A Wall Street Pro Sees 70% Upside Because of It

Quick Read KLAC dropped 11% in a month on China export fears, but C.J. Muse of Cantor Fitzgerald targets $325, implying 66% upside from current levels. KLAC's decline outpaced peers LRCX (-6%) and AMAT (-5%), yet it's the only name where a top analyst …

K1LA34 main company A1MT34 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

Nucor, ASML Lead Five Stocks Near Buy Points Without This Big Risk

Steelmaker Nucor and chip-gear giant ASML are among five stocks near buy points with earnings in the rearview mirror. Continue Reading

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

Situational Awareness invested $500 million in chip startup Source Foundry

Investing.com -- Situational Awareness invested a total of $500 million in semiconductor manufacturing startup Source Foundry, Bloomberg reported, citing people familiar with the matter. The hedge fund, founded by former OpenAI researcher Leopold Aschenbrenner, initially committed $100 million to the privately held company before …

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

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