Brazil Semiconductors news | Sharemaestro Newsreel

18:42 10 Aug 2026

finance.yahoo.com Market update Main company 🇧🇷 Brazil

Micron Technology's Earnings Outlook Strengthens on Higher Memory Pricing, UBS Says

Micron Technology's (MU) long-term earnings outlook is firming as tighter supply for high-bandwidth memory supports stronger pricing, even as near-term expectations have moderated for NAND flash memory, which is used in solid-state drives and other devices, UBS Securities said in Silver Upgrade to read …

MUTC34 main company

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18:32 10 Aug 2026

finance.yahoo.com Earnings Main company 🇧🇷 Brazil

Dan Niles sees Intel foundry win as imminent amid $15B stock offering

Investing.com -- Intel (NASDAQ: INTC) launched a $15 billion underwritten public offering of common stock on Monday, sending shares down roughly 2% intraday while one prominent investor called the move a bullish signal that the chipmaker is on the verge of landing a major …

ITLC34 main company

Sharemaestro market context Trend signal active 52 weeks +285.1% · Next-week setup positive 55.4%

18:31 10 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇧🇷 Brazil

Sector Update: Tech Stocks Decline Monday Afternoon

Tech stocks were lower Monday afternoon, with the State Street Technology Select Sector SPDR ETF (XL 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 …

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18:30 10 Aug 2026

finance.yahoo.com Analyst action Provider-linked mention 🇧🇷 Brazil

Update: Market Chatter: Microsoft Plans to Ramp Up Homegrown AI Chip Production Next Year

(Update with Microsoft's response to a request for comment.) Microsoft (MSFT) intends to greatly 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 …

TSMC34 mentioned

Sharemaestro market context Trend signal active 52 weeks +68.3% · Next-week setup positive 60.1%

18:23 10 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇧🇷 Brazil

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 …

A1DI34 mentioned

Sharemaestro market context Trend signal active 52 weeks +62.2% · Next-week setup negative 40.5%

18:07 10 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇧🇷 Brazil

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 …

A1DI34 mentioned

Sharemaestro market context Trend signal active 52 weeks +62.2% · Next-week setup negative 40.5%

17:57 10 Aug 2026

finance.yahoo.com Market update Main company 🇧🇷 Brazil

Intel Plans $15 Billion Stock Offering as AI Demand Requires Higher Capital Spending

intel -Shutterstock Intel (INTC) plans to raise $15 billion from a common stock offering to support capital expenditures as demand for artificial intelligence computing remains strong.The company said Monday that it expects to grant underwriters an option to purchase up to an additional $2.25 …

ITLC34 main company

Sharemaestro market context Trend signal active 52 weeks +285.1% · Next-week setup positive 55.4%

17:50 10 Aug 2026

finance.yahoo.com Analyst action Main company 🇧🇷 Brazil

Intel trades lower on $15B share sale

Intel Corp (NASDAQ:INTC, XETRA:INL) shares fell about 3% Monday after the company announced a $15 billion underwritten public offering of common stock, with proceeds intended for general corporate purposes including capital expenditures and working capital. Intel said the offering is intended to support its …

ITLC34 main company

Sharemaestro market context Trend signal active 52 weeks +285.1% · Next-week setup positive 55.4%

17:30 10 Aug 2026

finance.yahoo.com Macro sensitivity Provider-linked mention 🇧🇷 Brazil

Schwab Trading Activity Index™: STAX Score Increases Modestly in July

Schwab Trading Activity Index vs. S&P 500 (Graphic: Charles Schwab) Schwab clients were net buyers, using late-month dips to add exposure across individual stocks, ETFs, and options Key Takeaways: The Schwab Trading Activity Index™ (STAX) increased to 59.80 in July, up slightly from its …

AVGO34 mentioned

Sharemaestro market context Trend signal active 52 weeks +32.7%

17:19 10 Aug 2026

finance.yahoo.com Earnings Main company 🇧🇷 Brazil

Broadcom Boosts VCF Security: Can it Fend Off Nutanix and IBM?

Broadcom AVGO has expanded the security capabilities of VMware Cloud Foundation ("VCF") with new enhancements to VMware vDefend and VMware Avi Load Balancer. The upgrades are designed to strengthen multi-layer cyber defense for private clouds while improving infrastructure efficiency and simplifying security operations through …

AVGO34 main company

Sharemaestro market context Trend signal active 52 weeks +32.7%

17:16 10 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇧🇷 Brazil

Taalas Buyout Boosts AMD's AI Inference Abilities Against NVDA & GOOGL

Advanced Micro Devices AMD announced on Thursday (Aug. 6) that it has entered into a definitive agreement to acquire Taalas, a Toronto-based developer of specialized AI inference silicon, as the company looks to strengthen its position in the rapidly expanding AI inference market. Taalas' …

A1MD34 mentioned

Sharemaestro market context Trend signal active 52 weeks +155.3% · Next-week setup positive 58.2%

17:07 10 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇧🇷 Brazil

Cerebras Q2 Earnings Loom: Buy or Sell CBRS Stock Ahead of Results?

Cerebras Systems CBRS is set to release its second-quarter 2026 results on Aug. 12. The company anticipates second-quarter 2026 core revenues of $194 million, implying 88% year-over-year growth. The Zacks Consensus Estimate for revenues is pegged at $194.16 million. Cerebras reported revenues of $193.4 …

AVGO34 mentioned

Sharemaestro market context Trend signal active 52 weeks +32.7%

17:05 10 Aug 2026

nasdaq.com Earnings Main company 🇧🇷 Brazil

Broadcom Stock Looks Like a Screaming Deal

Key Points Broadcom expects its custom AI chip business to top $100 billion in 2027. Yet, the stock isn't priced at a major premium, especially after its recent dip.10 stocks we like better than Broadcom › Broadcom(NASDAQ: AVGO) has been a great investment in …

AVGO34 main company

Sharemaestro market context Trend signal active 52 weeks +32.7%

16:59 10 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇧🇷 Brazil

TSMC Stock Holds Flat Despite 44.7% July Sales Surge

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM), the world's largest contract-chip manufacturer, reported another monster month in July, with revenue surging 44.7% year over year to approximately NT$467.58 billion. Sales also climbed 5.6% from June's NT$442.68 billion, adding roughly NT$24.90 billion …

TSMC34 mentioned

Sharemaestro market context Trend signal active 52 weeks +68.3% · Next-week setup positive 60.1%

16:53 10 Aug 2026

finance.yahoo.com Earnings Main company 🇧🇷 Brazil

Why Micron is Decisively Better Positioned Than Intel Now

Quick Read Micron (MU) posted 346% revenue growth and 84.6% gross margins while Intel (INTC) absorbed an $11 billion net loss driven by foundry losses. Sanjay Mehrotra locked in 16 Strategic Customer Agreements worth ~$100 billion in minimum revenue, with floor-price margins exceeding any …

MUTC34 main company ITLC34 main company

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

16:47 10 Aug 2026

finance.yahoo.com Capital return Main company 🇧🇷 Brazil

Intel Stock Drops 4.5% as $15 Billion Share Sale Hits

This article first appeared on GuruFocus. Intel (NASDAQ:INTC), the chip giant betting billions on a manufacturing comeback, launched a massive $15 billion stock offering Monday, and investors immediately hit the brakes. Shares dropped roughly 4.5% during the regular session. Underwriters can buy another $2.25 …

ITLC34 main company

Sharemaestro market context Trend signal active 52 weeks +285.1% · Next-week setup positive 55.4%

16:44 10 Aug 2026

finance.yahoo.com Analyst action Main company 🇧🇷 Brazil

Intel to Raise $15 Billion for Capital Spending, Stock Falls

This article first appeared on GuruFocus. Intel (NASDAQ:INTC) fell 3.71% premarket after announcing a $15 billion public offering of common stock. The company said it may use the proceeds for general corporate purposes, including capital expenditures and working capital, and it granted underwriters a …

ITLC34 main company

Sharemaestro market context Trend signal active 52 weeks +285.1% · Next-week setup positive 55.4%

16:38 10 Aug 2026

finance.yahoo.com Earnings Main company 🇧🇷 Brazil

Intel's AI Problem Just Got Bigger

This article first appeared on GuruFocus. Intel (NASDAQ:INTC) is turning to shareholders for fresh capital as it tries to capture a larger piece of the AI infrastructure boom. The chipmaker plans to raise $15 billion through a common-stock offering, a move that strengthens its …

ITLC34 main company

Sharemaestro market context Trend signal active 52 weeks +285.1% · Next-week setup positive 55.4%

16:34 10 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇧🇷 Brazil

Microsoft's Nvidia Alternative Is Getting Much Bigger

This article first appeared on GuruFocus. Microsoft Corp. (MSFT, Financials), the software and cloud giant, could unveil its next-generation Maia 300 AI chip as soon as September as it takes a bigger step toward reducing its dependence on Nvidia. Warning! GuruFocus has detected 3 …

TSMC34 mentioned

Sharemaestro market context Trend signal active 52 weeks +68.3% · Next-week setup positive 60.1%

16:33 10 Aug 2026

finance.yahoo.com Macro sensitivity Main company 🇧🇷 Brazil

Samsung Just Raised Pressure on Micron

This article first appeared on GuruFocus. Samsung Electronics (SSNLF) is closing the gap in the high-bandwidth memory race faster than expected, with its HBM4 production yield reportedly reaching about 80% months ahead of its year-end target. The improvement could strengthen Samsung's position in the …

MUTC34 main company

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

16:31 10 Aug 2026

finance.yahoo.com Market update Main company 🇧🇷 Brazil

Qualcomm's Android Growth Number Has Left The Front Of The Story

Photo by manseok_Kim on Pixabay A metric management once put at the top of its quarterly summary now surfaces only when someone asks for it. Qualcomm (QCOM) used to put a growth rate on Android revenue in its quarterly summary. That number is no …

QCOM34 main company AVGO34 mentioned

Sharemaestro market context Price below Trend Line 52 weeks +1.8%

16:14 10 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇧🇷 Brazil

Sony and TSMC Plan a $6.3 Billion Chip Bet

This article first appeared on GuruFocus. Sony Group Corp. (SONY, Financials), the world's largest maker of image sensors, and Taiwan Semiconductor Manufacturing are reportedly gearing up an investment of around $6.3 billion to jointly produce next-generation chips in Japan.A Nikkei article, citing Reuters, said …

TSMC34 mentioned

Sharemaestro market context Trend signal active 52 weeks +68.3% · Next-week setup positive 60.1%

16:09 10 Aug 2026

finance.yahoo.com Analyst action Main company 🇧🇷 Brazil

Intel Falls 3% on $15 Billion Stock Sale

This article first appeared on GuruFocus. Intel Corp. (INTC, Financials), the semiconductor giant, fell about 3% before the bell after announcing plans to raise $15 billion through a new stock offering. Warning! GuruFocus has detected 6 Warning Signs with INTC. Is INTC fairly valued? …

ITLC34 main company

Sharemaestro market context Trend signal active 52 weeks +285.1% · Next-week setup positive 55.4%

16:09 10 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇧🇷 Brazil

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 …

A1DI34 mentioned

Sharemaestro market context Trend signal active 52 weeks +62.2% · Next-week setup negative 40.5%

16:06 10 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇧🇷 Brazil

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 …

A1DI34 mentioned

Sharemaestro market context Trend signal active 52 weeks +62.2% · Next-week setup negative 40.5%

16:06 10 Aug 2026

finance.yahoo.com Earnings Main company 🇧🇷 Brazil

Microsoft, Amazon, Micron and Alphabet are part of Zacks Earnings Preview

For Immediate Release Chicago, IL – August 10, 2026 – Zacks.com releases the list of companies likely to issue earnings surprises. This week's list includes Microsoft MSFT, Amazon AMZN, Micron MU and Alphabet GOOGL. Q2 Earnings: Robust Results & Positive Revisions Validate Fundamentals The …

MUTC34 main company

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

15:58 10 Aug 2026

finance.yahoo.com Macro sensitivity Main company 🇧🇷 Brazil

Intel Corporation’s (INTC) Role in AI Infrastructure Shift

Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, …

ITLC34 main company

Sharemaestro market context Trend signal active 52 weeks +285.1% · Next-week setup positive 55.4%

15:55 10 Aug 2026

finance.yahoo.com Earnings Main company 🇧🇷 Brazil

Apple gets downgraded, Intel plans to raise $15B: AlphaSpace check

Yahoo Finance Markets and Data Editor Jared Blikre uses the AlphaSpace platform to take a closer look at some of Monday's trending stories: Apple (AAPL) getting a downgrade and Intel's (INTC) plan to raise $15 billion through stock offerings. Yahoo Finance's AlphaSpace is a …

ITLC34 main company

Sharemaestro market context Trend signal active 52 weeks +285.1% · Next-week setup positive 55.4%

15:49 10 Aug 2026

finance.yahoo.com Earnings Main company 🇧🇷 Brazil

Broadcom’s Brilliant Positioning is Why I Am Loading Up Over and Over

Quick Read Broadcom holds a near-monopoly on high-speed AI Ethernet switching, collecting revenue regardless of which hyperscaler wins the custom silicon race. AVGO guides Q3 AI semiconductor revenue to $16 billion, a 200%+ year-over-year jump, while NVDA competes with the very customers Broadcom serves. …

AVGO34 main company

Sharemaestro market context Trend signal active 52 weeks +32.7%

15:48 10 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇧🇷 Brazil

Retail investors end SpaceX buying spree as stock reclaims IPO price: AlphaCheck

Good morning. Stocks were little changed on Monday morning as investors looked ahead to key inflation data and earnings later on in the week. Oil prices rose, with the US benchmark WTI crude oil futures (CL=F) trading above $80 per barrel. Here's a check …

ITLC34 mentioned

Sharemaestro market context Trend signal active 52 weeks +285.1% · Next-week setup positive 55.4%

15:43 10 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇧🇷 Brazil

5 Dividend Growth Stocks to Buy as US Rate Hike Concerns Ease

All three major U.S. stock indices ended Aug. 7, 2026, in positive territory, as a softer-than-expected jobs report eased concerns over the Federal Reserve implementing further rate hikes in the near term. At the same time, robust tech and software earnings helped dispel fears …

TSMC34 mentioned

Sharemaestro market context Trend signal active 52 weeks +68.3% · Next-week setup positive 60.1%

15:40 10 Aug 2026

finance.yahoo.com Guidance Provider-linked mention 🇧🇷 Brazil

Alphabet's Higher AI Spending Could Boost These ETFs

Alphabet GOOGL is raising the stakes in the artificial intelligence (AI) race. The company increased its 2026 capital expenditure guidance to $195-$205 billion from the $180-$190 billion given during the second-quarter earnings release, per The Motley Fool as quoted on Yahoo Finance. GOOGL's AI …

AVGO34 mentioned

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15:39 10 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇧🇷 Brazil

Synopsys (SNPS) Unleashes Agentic AI Chip Design Tools Backed by Microsoft, AMD

Synopsys (NASDAQ:SNPS) just handed AMD (NASDAQ:AMD) and Microsoft (NASDAQ:MSFT) a new way to design chips: let AI agents do more of the work. On July 27, Synopsys unveiled autonomous agentic AI workflows built with Microsoft and already being evaluated by AMD, aimed at cutting …

A1MD34 mentioned

Sharemaestro market context Trend signal active 52 weeks +155.3% · Next-week setup positive 58.2%

15:36 10 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇧🇷 Brazil

Why AMD (AMD) Could Benefit as AI Shifts From Training to Inference

Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, …

A1MD34 mentioned

Sharemaestro market context Trend signal active 52 weeks +155.3% · Next-week setup positive 58.2%

15:34 10 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇧🇷 Brazil

Memory chip crunch could last 2 more years, JPMorgan says

Yahoo Finance Senior Business Reporter Ines Ferre joins Opening Bid to discuss JPMorgan's (JPM) latest note, warning that the memory chip shortage could continue for at least two more years. Ferre also breaks down the S&P 500's (^GSPC) bullish run, which has produced 26 …

MUTC34 mentioned

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