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ARK Invest buys Nvidia, Broadcom stock dips, sells Deere

ARK Invest picked up shares of Nvidia and Broadcom on Monday as both chipmakers retreated, while offloading roughly $36.8 million in Deere stock — the day's biggest individual transaction — per the firm's daily fund disclosures. ARK founder and CEO Cathie Wood purchased 122,422 …

AVGO34 mentioned
Sharemaestro market context Trend signal active 52 weeks +32.7% AVGO34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Riot Stock Soars as It Lands a $9.1 Billion AI Cloud Deal

This article first appeared on GuruFocus. Riot Platforms (NASDAQ:RIOT), a Bitcoin miner that has moved into selling AI data-center capacity, rose 18.87% premarket after striking a 20-year deal to supply 191 megawatts of computing to Anthropic from its Rockdale, Texas campus, according to Bloomberg, …

A1MD34 mentioned
Sharemaestro market context Trend signal active 52 weeks +155.3% · Next-week setup positive 58.2% A1MD34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Micron is Gaining Share. These Bulls See More Upside Ahead

Quick Read Micron trades at just 6x trailing earnings amid relentless AI demand, yet Dr. Michael Burry has taken a notable short position against the memory giant. Alphabet's TurboQuant and Apple's on-device memory techniques signal firms are actively shrinking memory footprints, threatening Micron's long-term …

MUTC34 main company
Sharemaestro market context Trend signal active 52 weeks +583.7% · Next-week setup positive 56.4% MUTC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Micron Stock Is Down 28%, and Here Is What Investors Need to Know

Micron (NASDAQ: MU) has been one of the hottest stocks on the market this year, and even became a trillion-dollar company in May. Its stock peaked on June 25, but it has since slid sharply. As of market open on Monday, it was down …

MUTC34 main company
Sharemaestro market context Trend signal active 52 weeks +583.7% · Next-week setup positive 56.4% MUTC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Intel upsizes stock offering to $20 billion for AI chip manufacturing

Intel upsized its previously announced common stock offering to $20 billion on Tuesday, pricing 210,526,315 shares at $95 per share as it looks to fund expansion of its chip contract manufacturing business. The offering was increased from the $15 billion target Intel had announced …

ITLC34 main company
Sharemaestro market context Trend signal active 52 weeks +285.1% · Next-week setup positive 55.4% ITLC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

This Wall Street Pro Makes a Compelling Argument for 70% Gains on NXP Semiconductors Which Cratered Last Month

Quick Read Cantor Fitzgerald's C.J. Muse maintains a $400 target on NXPI after a 20% monthly drop driven by Ambarella acquisition rumors and a UBS downgrade. NXPI's 71% upside to Cantor's Street-high target dwarfs analog peers MCHP at 37% and TXN at just 16%, …

M1CH34 mentioned
Sharemaestro market context Price above Trend Line 52 weeks +23.8% · Next-week setup negative 31.3% M1CH34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Anthropic’s $965B IPO Path Runs Through Seven Compute Corridors Across Three Continents

Anthropic's $965 billion IPO path rests on the aggressive, multi-layered industrialization of compute. The company has transformed access from a variable cost into a structural moat by diversifying hardware and energy supply across three continents through seven distinct funding mechanisms — effectively decoupling its …

A1MD34 mentioned
Sharemaestro market context Trend signal active 52 weeks +155.3% · Next-week setup positive 58.2% A1MD34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

I’m Buying Nvidia Ahead of Aug. 26 Earnings Exactly For The Reason You Think

Quick Read NVDA commands over 80% of the high-end AI accelerator market as Microsoft, Meta, Alphabet, and Amazon collectively commit $200B to AI infrastructure. AMD's MI-series and AVGO's custom silicon both lack NVDA's full-stack advantages, including CUDA lock-in, NVLink networking, and a 71% gross …

AVGO34 mentioned
Sharemaestro market context Trend signal active 52 weeks +32.7% AVGO34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Microchip Advances Edge AI Sensor Connectivity with Rev 2.0 PolarFire® FPGA Ethernet Sensor Bridge

Microchip Technology Inc. Smaller, multi-camera platform enables scalable Ethernet architectures for NVIDIA Edge AI systems while lowering power, cost and integration complexity CHANDLER, Ariz., Aug. 11, 2026 (GLOBE NEWSWIRE) -- The shift toward compact, high‑performance edge AI systems is redefining sensor connectivity, pushing developers …

M1CH34 mentioned
Sharemaestro market context Price above Trend Line 52 weeks +23.8% · Next-week setup negative 31.3% M1CH34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Intel investors are banking on a comeback — and then some

When is a good time for a company to raise equity? When its shares are expensive, according to financial lore. Intel, which said on Monday PREMIUM Upgrade to read this Financial Times article and get so much more. A Silver or Gold subscription plan …

ITLC34 main company
Sharemaestro market context Trend signal active 52 weeks +285.1% · Next-week setup positive 55.4% ITLC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

How Nvidia’s Huang and Meta’s Zuckerberg Are Combating the AI Backlash

Intel increases stock offering to $20 billion, SpaceX stock rises after first lockup ends, Archer Aviation to absorb Boeing’s air taxi business, and more news to start your day. Continue Reading

ITLC34 mentioned
Sharemaestro market context Trend signal active 52 weeks +285.1% · Next-week setup positive 55.4% ITLC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

AST SpaceMobile, Intel, On, Rocket Lab, and More Stocks That Explain Today’s Market

Stocks looked set to struggle for direction on Tuesday as investors worried about inflation, with hopes of Iran agreeing a deal to reopen the crucial Strait of Hormuz shipping route fading fast. Continue Reading

ITLC34 main company
Sharemaestro market context Trend signal active 52 weeks +285.1% · Next-week setup positive 55.4% ITLC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

‘This isn’t a socialist takeover’: White House says Trump gets final call on how long they keep Intel stake

Cheng Chia Huang and Jim Watson / Getty Images Don't expect the U.S. government to quit Intel anytime soon. White House National Economic Council Director Kevin Hassett said that it'll be up to President Donald Trump to decide the timeline for the administration to …

ITLC34 mentioned
Sharemaestro market context Trend signal active 52 weeks +285.1% · Next-week setup positive 55.4% ITLC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Hiltzik: The Trump administration's investments in corporate stocks raise fears of 'crony capitalism'

It was about one year ago that the Trump administration announced a truly eye-opening transaction: In return for an $8.9-billion investment in the chipmaker already authorized under the Biden-era CHIPS Act, the government would take a roughly 10% stake in Intel shares — making …

ITLC34 mentioned
Sharemaestro market context Trend signal active 52 weeks +285.1% · Next-week setup positive 55.4% ITLC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Intel's huge rally is helping pay for its AI comeback: Chart of the Day

Intel's (INTC) AI ambitions are getting more expensive. Its 165% rally this year is helping foot the bill. The chipmaker said Monday it plans to raise $15 billion by selling new shares to investors, giving it fresh cash for factories, equipment, day-to-day operations, and …

ITLC34 main company
Sharemaestro market context Trend signal active 52 weeks +285.1% · Next-week setup positive 55.4% ITLC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Company News for Aug 11, 2026

Intel Corporation (INTC) shares fell 4.1% after the company announced a $15 billion stock offering to support capital spending, working capital and future growth. MarineMax, Inc. (HZO) shares surged 46.1% after agreeing to be acquired by Blackstone Infrastructure's Safe Harbor Marinas for $53 per …

ITLC34 mentioned
Sharemaestro market context Trend signal active 52 weeks +285.1% · Next-week setup positive 55.4% ITLC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

TSMC to invest $1.8 billion in joint venture with Sony for image sensors

TAIPEI, Aug 11 (Reuters) - ‌Taiwan ‌chipmaker TSMC ​said on Tuesday it ‌will ⁠invest 282 billion ⁠yen ($1.77 billion) ​in ​a ​joint ‌venture with Sony Group to ‌develop ​and ​make ​next-generation ‌image sensors. ($1 = 159.3300 ​yen) (Reporting ​by ​Ben Blanchard; ‌Editing ​by Andrew …

TSMC34 mentioned
Sharemaestro market context Trend signal active 52 weeks +68.3% · Next-week setup positive 60.1% TSMC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Micron Says Customers Are Scrambling for Memory Even at ‘Very High’ Prices

Micron Technology, Inc.(NASDAQ:MU) stock gained over a percent during Tuesday's premarket session as risk appetite stays steady into the open. Nasdaq futures are up less than half a percent while S&P 500 futures have gained 0.02%. The company executives said at the KeyBanc Capital …

MUTC34 main company
Sharemaestro market context Trend signal active 52 weeks +583.7% · Next-week setup positive 56.4% MUTC34 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 …

TSMC34 mentioned
Sharemaestro market context Trend signal active 52 weeks +68.3% · Next-week setup positive 60.1% TSMC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

CoreWeave’s Forecast Is Key to Stopping Another Earnings Selloff

(Bloomberg) -- CoreWeave Inc. shares have been on a roll lately after a monthslong slump. Now, the neocloud provider's earnings after the close Tuesday can give investors a sense of whether the rally is sustainable. Most Read from Bloomberg China Unleashes $28 Trillion Capital …

ITLC34 mentioned
Sharemaestro market context Trend signal active 52 weeks +285.1% · Next-week setup positive 55.4% ITLC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Why Intel Is Increasing Its Stock Offering to $20 Billion

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

ITLC34 main company
Sharemaestro market context Trend signal active 52 weeks +285.1% · Next-week setup positive 55.4% ITLC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Micron vs. SK Hynix: Which Memory Chip Giant Is the Better Buy?

Key Points SK Hynix and Micron have benefited from soaring memory chip prices. One has a closer relationship with Nvidia and a strong position in high-bandwidth memory production. Investors should also consider valuation.10 stocks we like better than Micron Technology › SK Hynix(NASDAQ: SKHY) …

MUTC34 main company
Sharemaestro market context Trend signal active 52 weeks +583.7% · Next-week setup positive 56.4% MUTC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Hock Tan Reaffirmed Broadcom's $100 Billion AI Forecast. Six Customers Carry Nearly All of It.

Key Points Broadcom's AI semiconductor revenue rose 143% year over year to $10.8 billion in its fiscal second quarter. CEO Hock Tan reiterated that fiscal 2027 AI semiconductor revenue should be "in excess of $100 billion." Six core custom-chip customers, with Google, Meta, Anthropic, …

AVGO34 main company
Sharemaestro market context Trend signal active 52 weeks +32.7% AVGO34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Intel's Foundry Grew 31% Last Quarter and Lost $2.1 Billion Doing It.

Key Points Intel Foundry's second-quarter operating loss narrowed to $2.1 billion from $3.2 billion a year earlier, on revenue that rose 31% to $5.8 billion. External customers supplied $293 million of the foundry's quarterly revenue; the rest came from Intel's own chips. Intel has …

ITLC34 main company
Sharemaestro market context Trend signal active 52 weeks +285.1% · Next-week setup positive 55.4% ITLC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Intel upsizes stock offering to $20B, prices at $95

[Intel Headquarters] JasonDoiy Intel (INTC [https://seekingalpha.com/symbol/INTC]) announced Tuesday the pricing of its upsized $20B public stock offering, selling over 210 million shares at $95 per share, according to a statement [https://seekingalpha.com/pr/20613961-intel-announces-upsize-and-pricing-of-20-billion-common-stock-offering]. The chipmaker has granted to the underwriters a 30-day option to purchase up …

ITLC34 main company
Sharemaestro market context Trend signal active 52 weeks +285.1% · Next-week setup positive 55.4% ITLC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Intel Announces Upsize and Pricing of $20 Billion Common Stock Offering

SANTA CLARA, Calif., August 11, 2026--(BUSINESS WIRE)--Intel Corporation (Nasdaq: INTC) today announced the pricing of its previously announced registered public offering of common stock. Intel priced the underwritten public offering of 210,526,315 shares of common stock at a public offering price of $95 per …

ITLC34 main company
Sharemaestro market context Trend signal active 52 weeks +285.1% · Next-week setup positive 55.4% ITLC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

CoreWeave Earnings Will Test Its Speedrun to AI Hyperscale

CoreWeave earnings are expected to show another quarter of triple-digit sales growth as the AI cloud company spends billions on data centers and inches toward profitability. Continue Reading

NVDC34 mentioned
Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0% NVDC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Making Sense of the Multibillion-Dollar Numbers of Nvidia Deal, Intel Share Sale

Nvidia is becoming the "banker of choice to the AI ecosystem" as it seals $500 billion commitments from Wall Street giants. Meanwhile, Intel is looking at its first share sale since the 1970s. Bloomberg's reporters and market watchers make sense of the multibillion-dollar figures, …

NVDC34 mentioned ITLC34 mentioned
Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0% NVDC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Intel nears upsizing share sale to $20B: report

[Intel headquarters in Santa Clara, California, USA] JHVEPhoto * Intel (INTC [https://seekingalpha.com/symbol/INTC]) is seeking to increase the amount it’s raising in a share sale to about $20 billion, a third more than it was targeting when it announced the deal Monday morning, according to …

ITLC34 main company
Sharemaestro market context Trend signal active 52 weeks +285.1% · Next-week setup positive 55.4% ITLC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Apollo Global Management (APO) Joins $500 Billion AI Infrastructure Fund

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Apollo Global Management (NYSE:APO) is part of a planned US$500b AI infrastructure fund alongside Nvidia and other large Wall Street investors. The fund …

NVDC34 mentioned
Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0% NVDC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Dow Jones Futures: Trump Claims 'Control' Of Strait Of Hormuz; SpaceX Rival Rocket Lab Dives On Earnings

Dow Jones Futures: Trump claimed "control" of the Strait of Hormuz. SpaceX rival Rocket Lab tumbled on earnings late. Continue Reading

NVDC34 mentioned
Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0% NVDC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Adeia (ADEA) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Monday, Aug. 3, 2026 at 5 p.m. ET CALL PARTICIPANTS Vice President and Investor Relations - Chris ChaneyPresident and Chief Executive Officer - Paul DavisChief Financial Officer - Keith Jones TAKEAWAYS Revenue -- $96.1 million, driven by the …

AVGO34 mentioned
Sharemaestro market context Trend signal active 52 weeks +32.7% AVGO34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

What Does Super Micro Computer (SMCI) Winning A Gigawatt AI Data Center Mean?

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Super Micro Computer (NasdaqGS: SMCI) has announced a new collaboration to build a gigawatt-scale data center for SpaceX and xAI. The project is positioned …

A1MD34 main company
Sharemaestro market context Trend signal active 52 weeks +155.3% · Next-week setup positive 58.2% A1MD34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Sony Group (TSE:6758), What Is Behind The Fresh Attention?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Sony Group (TSE:6758) has drawn fresh attention after unveiling its compact FE 100-400mm f/5.6-8 OSS super telephoto lens, expanding its camera ecosystem just …

TSMC34 mentioned
Sharemaestro market context Trend signal active 52 weeks +68.3% · Next-week setup positive 60.1% TSMC34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Anthropic Strikes $9 Billion Cloud Deal With Riot Platforms

(Bloomberg) -- Anthropic PBC has struck a $9.1 billion deal with Riot Platforms Inc., a Bitcoin mining company that recently began selling AI data center capacity, people familiar with the matter said, underscoring the Claude maker's efforts to secure enough computing to meet its …

A1MD34 mentioned
Sharemaestro market context Trend signal active 52 weeks +155.3% · Next-week setup positive 58.2% A1MD34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

QUALCOMM (QCOM) Issued Q4 Guidance, Is The 17% Discount Enough?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. QUALCOMM (QCOM) shares are back in focus after the company issued fourth quarter 2026 revenue guidance of US$9.7b to US$10.5b, alongside third quarter …

QCOM34 main company
Sharemaestro market context Price below Trend Line 52 weeks +1.8% QCOM34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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