Sharemaestro Newsreel

Broadcom Trades at 71 Times Earnings and 27 Times Next Year's. History Says Which Side Gives.

Key Points Broadcom costs 71 times what it earned over the past year, and about 27 times what analysts expect it to earn over the coming one. At the end of fiscal 2024, the multiple reached 137, and reported earnings, not the stock price, …

3 Reasons We Love Meta (META)

3 Reasons We Love Meta (META) Over the past six months, Meta's shares (currently trading at $591.67) have posted a disappointing 11.8% loss, well below the S&P 500's 11% gain. This was partly due to its softer quarterly results and may have investors wondering …

Wall Street Analyst Predicts a $1.4 Trillion AI Boom in 2027: 3 Stocks to Buy Now

Key Points As the AI chip leader, Nvidia is a great stock to play booming AI capex. AMD is riding two powerful AI trends that are just getting started. Micron could be one of the biggest beneficiaries from higher-than-expected AI infrastructure spending. 10 stocks …

Global Artificial Intelligence (AI) Patent Landscape Report 2026: Analyzing Key Patent Holdings, R&D Filings, and IP Strategies of Industry Leaders

Company Logo Amid rapid 2026 breakthroughs, highlighted by Microsoft's and Google's expansion into autonomous AI agents, Nvidia's next-gen chip IP, and IBM's enterprise patent growth this detailed study provides an in-depth mapping of international patent filings, key assignee portfolios, technological clusters, and emerging licensing …

Amid Polycom's 2026 End-of-Life Shift and Cisco's Hardware Upgrades, New Patent Landscape Report Identifies Key IP Holdings in the Video Conferencing Market

Company Logo Amid a wave of technological shifts in 2026 including Cisco's rollout of Webex AI Agents, Microsoft Teams' enterprise security overhauls, Apple's iOS 26 FaceTime enhancements, and major hardware transitions away from legacy Polycom platforms—this comprehensive IP study analyzes the foundational patent portfolios …

Taiwan Semiconductor's July Revenue Rose 45% and the Stock Sits 13% Below Its High

Key Points TSMC's July revenue came in at a record NT$467.58 billion, up 44.7% from a year earlier. Management expects full-year 2026 revenue to grow slightly above 40% in U.S. dollar terms. The stock closed Monday at $418.47, about 13% below its 52-week high …

CoreWeave soars after fifth straight quarter of record revenue, raised guide

Investing.com -- CoreWeave shares jumped more than 15% on Tradegate Tuesday after the cloud-computing company posted its fifth consecutive quarter of record revenue and beat Wall Street estimates, underscoring continued strength in demand for AI computing. CoreWeave is a specialized cloud provider that buys …

MiTAC Computing Showcases Diversified Infra for Agentic Workloads at OCP APAC Summit

TAIPEI, Aug. 12, 2026 /PRNewswire/ -- MiTAC Computing Technology Corporation, a global leader in high-performance, energy-efficient server solutions and a subsidiary of MiTAC Holdings Corporation (TSE:3706), today showcased its diversified rack-scale infrastructure engineered for Agentic AI workloads at the OCP APAC Summit. Highlighting the …

Norway $2.3 Trillion Fund Posts Best Quarter Since 2020

(Bloomberg) -- Norway's sovereign wealth fund, the world's largest, reported its best quarterly return in six years, helped by gains from its large holdings in global technology companies. Most Read from Bloomberg Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Phoebe Gates Knew Phia …

Projeções de Resultados: STMicroelectronics NV (STM) — LPA e Crescimento de Receita

Foxconn posts quarterly profit surge on AI server demand

Foxconn headquarters in New Taipei City in May 2025 (I-Hwa Cheng) Taiwanese tech hardware titan Foxconn reported on Wednesday a forecast-busting second quarter net profit, as exploding demand for artificial intelligence servers needed in data centres powered the company's growth. Foxconn, whose official name …

3 Reasons to Avoid ON and 1 Stock to Buy Instead

3 Reasons to Avoid ON and 1 Stock to Buy Instead Over the past six months, onsemi has been a great trade, beating the S&P 500 by 9.6%. Its stock price has climbed to $81.31, representing a healthy 20.7% increase. This was partly due …

Cerebras Set to Report Earnings as AI Chips Enter a New Era

Cerebras Systems stock has had a wild ride in a crowded field. But its Wafer-Scale Engine shows promise as AI enters a new era. Continue Reading

Nvidia Partner Hon Hai’s Profit Beats on Sustained AI Spending

(Bloomberg) -- Hon Hai Precision Industry Co. reported a better-than-expected increase in quarterly profit, signaling robust global demand for AI hardware. Most Read from Bloomberg Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Phoebe Gates Knew Phia Shopping App Took Credit for Sales It …

Taiwan's Foxconn reports 35% rise in Q2 profit on AI demand, beats forecasts

TAIPEI, Aug 12 (Reuters) - Taiwan's Foxconn, ‌the world's largest ‌contract electronics maker, reported ​on Wednesday a 35% rise in second-quarter profit, ‌beating ⁠analyst forecasts, on continued strong ⁠demand for AI. Net profit for ​the April ​to ​June period ‌for Nvidia's biggest server maker …

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 …

Micron (MU) Stock Looks Cheap Even After A Huge Run

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Micron Technology stock has delivered extremely strong gains over the past three years, yet the current valuation checks give a more cautious, mixed …

Is United Health Stock Still Undervalued?

The management team deserves credit for the adjustments made at the beginning of this year. 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 …

Is the U.S. Economy About to Crash?

Job growth is slowing, inflation is soaring, and geopolitical tensions are increasing. *Stock prices used were the afternoon prices of Dec. 14, 2025. The video was published on Dec. 16, 2025. Where to invest $1,000 right now? Our analyst team just revealed what they …

Nvidia's $500 Billion Financing Plan Is 20 Times What the Telecom Bubble Ran On

Key Points Nvidia signed memorandums of understanding Monday with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to mobilize more than $500 billion of third-party capital for AI infrastructure. By McKinsey's estimate, nine telecom equipment suppliers had extended about $25.6 billion of vendor financing …

CoreWeave Stock Surges Nearly 16% After Earnings, Analyst Says Old Nvidia GPUs Can 'Still Generate Revenue Nearly a Decade Later'

On Tuesday, CoreWeave Inc.(NASDAQ:CRWV) shares jumped nearly 16% in after-hours trading after its second-quarter results, with analyst Daniel Newman pointing to an extended Nvidia Corp(NASDAQ:NVDA) A100 contract as evidence that older AI GPUs may remain valuable far longer than expected. CoreWeave Stock Jumps After …

Mark Zuckerberg Published His Superintelligence Manifesto Monday Morning. Meta Still Trades at 18 Times Forward Earnings.

Key Points Mark Zuckerberg published a letter Monday arguing superintelligence should be distributed to everyone rather than controlled by a few institutions. Meta released an open-weight model the same day and said the weights of its most advanced model, Muse Spark 1.2, will follow. …

Dow Jones Futures: 3 Nvidia Partners Lead Earnings Movers; CPI Inflation Data Due

The major market indexes pulled back amid higher oil prices and upcoming CPI inflation data. Nvidia partners Lumentum, CoreWeave, Super Micro reported late. Continue Reading

Did BMW’s Ultra-Wideband Deal and CELUS Partnership Just Shift NXP’s (NXPI) Auto Investment Narrative?

In early August 2026, CELUS announced a partnership with Variscite that embeds Variscite's NXP-based system-on-module portfolio into the CELUS Design Platform and NXP Block Diagram Designer, aiming to streamline embedded system development for industrial, medical, and IoT applications. A separate August 2026 announcement revealed …

Peak Memory Fears Put Focus on Samsung, SK Hynix Cash Returns

(Bloomberg) -- Memory-chip makers may have found a new defense against the inevitable cooling of their boom: giving more cash back to shareholders. Most Read from Bloomberg Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Pakistan Says Deal Is Close Even as Iran, US …

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) …

Hedge Funds Favor Microsoft Corporation (MSFT) Over Meta Platforms Inc. (META)

Microsoft Corporation (NASDAQ:MSFT) added nearly $450 billion in market value on Thursday, the largest single-day gain for any U.S. company ever, after its earnings convinced investors its AI spending is starting to pay off. The stock surged as much as 16%, lifting Microsoft's market …

The Best "Strong Buy" Momentum Stocks to Buy Now in August

Investors largely sat on their hands to start the week as headlines and social media posts about the U.S. and Iran provide constantly contradicting updates. The stock market dipped on Tuesday heading into the release of July CPI data on Wednesday. Still, Nvidia kicked …

Silicon Laboratories (SLAB) Beats Q2 Earnings Estimates

Silicon Laboratories (SLAB) came out with quarterly earnings of $0.71 per share, beating the Zacks Consensus Estimate of $0.67 per share. This compares to earnings of $0.11 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an …

Why Jensen Huang’s $500 billion AI financing plan faces a big risk from China

Jensen Huang built the world's most valuable company by pioneering the specialized computer chips behind the artificial intelligence boom. To keep his vision for the future within reach, the Nvidia founder is now attempting a different kind of engineering: convincing Wall Street investors that …

Nvidia Stock Wavers As Chipmaker Rounds Up Funding For AI Buildout

Nvidia stock wavered on news that the company has rounded up more than $500 billion in third-party capital for AI projects. Continue Reading

CoreWeave Earnings Beat Amid Operating Margin Upside

CoreWeave stock gained amid a smaller-than-expected Q2 loss amid operating margin improvement while revenue topped estimates. Continue Reading

Nvidia’s Show of Financial Force Soothes Jittery Credit Markets

(Bloomberg) -- Nvidia Corp.'s commitments to backstop the artificial intelligence boom seemed to be swelling by the day. There was the reported $250 billion to help kickstart a massive data center for OpenAI in Ohio, the latest in a string of big financings it …

Top Research Reports for Meta, Texas Instruments & CrowdStrike

Tuesday, August 11, 2026 The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Meta Platforms, Inc. (META), Texas Instruments Inc. (TXN) and CrowdStrike Holdings, Inc. (CRWD), as well …

Synopsys (SNPS) Bets Big On Agentic AI: Can The Stock Follow?

Synopsys (NASDAQ:SNPS) just showed off some of the most ambitious autonomous engineering software on the market, built alongside Nvidia (NASDAQ:NVDA), at the DAC Chips to Systems Conference on July 26. Yet the stock carries a roughly 12% year-to-date decline even as the company keeps …

Update: Equities Post Back-to-Back Declines Amid Hormuz Deal Doubts

stocks market trading wall street equity -Shutterstock (Updates with market moves at the end of the day, and other changes, if any.)US stocks fell for a second straight session on Tuesday and oil prices extended their rally, as the reopening of the Strait of …