Sharemaestro Newsreel

Intel Foundry Lands a Major New Client Worth Watching

Key Points Intel will manufacture Fortinet's next-generation Security Processor 6. The deal could help Intel challenge TSMC's dominance, particularly with security chips. Intel's high valuation may not make this deal actionable to shareholders, at least for now. These 10 stocks could mint the next …

Microchip Q1 Earnings: Data Center Sales Nearly Doubled and a $1 Billion Year Is Next

STMicroelectronics (ENXTPA:STMPA) Lifted Guidance, Is The Stock Fully Priced?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. STMicroelectronics (ENXTPA:STMPA) updated its guidance with higher revenue expectations, pointing to demand in AI infrastructure, automotive, industrial and Low Earth Orbit satellite markets …

Why the Market Continues to Sleep on Micron's Growth Potential

Key Points Micron's memory business is highly cyclical. Longer-term agreements could mitigate the effects of a downcycle.10 stocks we like better than Micron Technology › The behavior of Micron(NASDAQ: MU) stock has shown extreme volatility, particularly over the last year. The stock made gains …

Qorvo Insiders Keep Filing. But the Merger Is the Main Thing That Matters

Key Points The transaction involved 2,999 shares valued at $285,000 based on the August 5 transaction price. The disposal reduced Chesley's direct holdings by 6%. The transaction was entirely direct; Chesley retains 49,508 shares in direct ownership. The sale was non-discretionary, executed to cover …

Qorvo's Fate Is Tied to a Skyworks Buyout. Here's What Its Latest Insider Filings Show

Key Points The disposal involved 2,262 shares with an estimated value of $215,000 based on a weighted average price of $95.04 per share. The transaction reduced the insider's direct equity holdings by 4%. The shares were withheld by the company solely to cover tax …

How Qorvo's $22 Billion Merger Changes What Its Insider Filings Mean

Key Points This total disposition of 3,949 shares at $95.04 per share on August 5 was valued at about $375,313. The move represents a 3% reduction in direct equity holdings. The disposal was non-discretionary, executed to satisfy tax withholding obligations associated with a vesting …

Should You Worry About This Qorvo Insider Activity During the Skyworks Deal? Here's What to Know

Key Points A Qorvo executive disposed of 3,944 shares with a transaction value of roughly $374,838 on August 5. The non-discretionary disposition reduced the insider's direct equity position by 5%. Equity ownership is held entirely through direct holdings, with no indirect entities reported in …

A Qorvo Executive's Shares Vested Amid the Skyworks Deal. Here's What to Know

Key Points The disposition involved 4,628 shares at $95.04 per share, representing a transaction value of roughly $440,000 on August 5. The automated move reduced the executive's direct equity holdings by 8%. The transaction was a non-discretionary tax withholding event tied to the vesting …

A Qorvo Insider Disposed of Shares as a Merger Looms. Here's What Long-Term Investors Should Know

Key Points The executive disposed of 16,379 shares valued at about $1.6 million on August 5. The disposition represented 4% of the insider's direct equity holdings. All reported activity involved direct ownership, with no indirect holdings or entities listed in this transaction.10 stocks we …

Doximity (DOCS) Is Up 31.0% After Raising Revenue Outlook On Clinical AI Adoption - Has The Bull Case Changed?

Doximity, Inc. recently reported fiscal first-quarter 2027 results, with revenue rising to US$156.62 million from US$145.91 million a year earlier, while net income and earnings per share declined year on year. Management emphasized rapid uptake and monetization of its clinical AI tools, updating guidance …

Nvidia’s $3 Billion Bet on Lancium Signals the Compute Landlord Thesis Has Reached the Power Layer

The bottleneck for AI has shifted from compute capacity to the electricity required to run it. Nvidia, which has spent the past two years underwriting the financial existence of its largest customers through vendor financing and credit substitution, is now crossing a different threshold …

Broadcom (AVGO) Pairs AI Chip Boom With A Software Security Push

Broadcom (NASDAQ:AVGO) has drawn significant market attention in 2026 for its custom AI chips. But the company's August 6 announcement of new VMware vDefend and Avi Load Balancer capabilities is a reminder that its infrastructure software business, the one built to throw off steady, …

Is Microchip Technology (MCHP) Fairly Valued On Strong Earnings And Data Center Growth?

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Microchip Technology (MCHP) drew strong investor attention after its June quarter earnings topped both company and analyst guidance, supported by broader demand recovery, higher factory …

AMD (AMD) Buys Taalas: Is AI Inference the Next Battleground With Nvidia?

Advanced Micro Devices, Inc. (NASDAQ:AMD) just announced an acquisition that could give major competition to NVIDIA Corporation (NASDAQ:NVDA) in AI-inference. On August 6, AMD said it has agreed to buy chip startup Taalas as specialized inference chips become a critical area of focus for …

Nokia’s (NOK) AI Network Bet Gets A Taiwan Proving Ground

Nokia (NYSE:NOK) has spent the past year rebuilding its story around AI, and earlier on July 14, it added another data point. The company signed a 5G expansion agreement with Taiwan Mobile to deploy its AirScale portfolio and AI-driven software across the carrier's network, …

Stanley Druckenmiller's Portfolio Skips Megacap Tech Almost Entirely. Here's What He's Buying Instead.

Stanley Druckenmiller is considered one of the greatest investors ever, with a track record that few can match. He founded Duquesne Capital in 1981, and over the next 30 years, until he closed up shop in 2010, his portfolio averaged a 30% annual return …

Nvidia, Micron or Broadcom: What Would Raymond Dalio Do?

Quick Read NVIDIA trades at a forward P/E of 23 and PEG of 0.55, making it cheaper on growth than Broadcom's lofty P/E of 69. Analysts set a $303 consensus target on NVDA, implying 38% upside, with 58 of 61 rating it Buy or …

Alphabet CEO Sundar Pichai Just Made a Decision That Could Move Nvidia and Broadcom Stock

Key Points Alphabet started recording TPU sales in the second quarter. This business may eventually contribute to top-line growth. Alphabet looks like a no-brainer buy right now. 10 stocks we like better than Alphabet › Alphabet(NASDAQ: GOOG)(NASDAQ: GOOGL) posted blowout second-quarter results on July …

Is Micron Still a Buy as the Global Memory Race Accelerates?

Micron (NASDAQ: MU) is spending billions to expand the memory infrastructure powering artificial intelligence. Its new fabs could strengthen pricing power and long-term growth, but they could also revive the oversupply cycle that has repeatedly punished memory investors. Stock prices used were the market …

Dear Analog Devices Stock Fans, Mark Your Calendars for August 19

Analog Devices Inc_ HQ photo-by Sundry Photography via iStock Artificial intelligence (AI) is reshaping the semiconductor landscape, fueling heavy investment in data center infrastructure while reviving demand for industrial automation. Defense spending tied to domestic chip capabilities adds another layer of support. These forces …

Firebird opens region’s largest AI Factory in Armenia, backed by Nvidia chipsets

Investing.com - U.S.-based AI cloud infrastructure provider Firebird officially launched the Commonwealth of Independent States (CIS) region's largest AI Factory in Hrazdan, Armenia, on Saturday, marking the operational debut of a multi-billion-dollar global computing platform. The facility, powered by Nvidia Corp's accelerated computing, networking, …

Does Broadcom (AVGO) Now Lead The Biggest AI Infrastructure Spend Outside GPUs?

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Broadcom (NasdaqGS:AVGO) has become a dominant supplier for hyperscale AI clusters used by major cloud and AI providers such as Anthropic, OpenAI, and Meta. …

Broadcom Vs. Nvidia: The Real Challenger and Champion Story in Chips

Quick Read NVDA posted $82 billion in Q1 revenue, up 85%, while AVGO's AI semiconductor revenue surged 143% year over year. Hock Tan guided Q3 AI revenue to $16 billion, projecting 200% year-over-year growth driven by custom ASIC demand from hyperscalers. AVGO gained 40% …

Advanced Micro Devices (AMD) Price Prediction: How Much a $5,000 Investment Could Be Worth by 2031

Quick Read AMD's Data Center revenue jumped 57% YoY, driving a base-case projection of $7,657 from a $5,000 investment by 2031. Export controls already cost AMD roughly $800 million in inventory charges, while a P/E of 206 leaves little room for execution stumbles. Lisa …

This Analyst On Wall Street Thinks The CPU Trade Is Overdone, Should You Sell ARM (ARM) Stock?

ARM Holdings Plc (NASDAQ:ARM) has become one of the key beneficiaries of the AI boom. It has expanded beyond its traditional smartphone business into the fastest-growing cloud and data center markets. The company's energy-efficient CPU designs are increasingly being adopted by major cloud providers …

The Numbers Behind ON Semiconductor’s (ON) Higher Target and Unchanged Hold Rating

ON Semiconductor Corp (NASDAQ:ON) gave investors plenty of reasons for optimism after delivering stronger-than-expected second-quarter earnings, issuing third-quarter guidance above Wall Street's expectations, and reaffirming that its AI data center revenue is on track to more than double in 2026. Robert W. Baird analyst …

Micron vs. Sandisk: Which Is the Better AI Memory Stock to Own for the Next 3 Years?

Key Points Both Micron and Sandisk have been huge winners in 2026. Micron is enjoying strong growth across all of its segments and projects sustained demand. Sandisk's NAND memory is in high demand, with its CEO saying the company's growth should continue.10 stocks we …

Projeções de Resultados: Micron Technology Inc (MU) — LPA e Crescimento de Receita

Análise e Previsão das Ações da Texas Instruments Inc (TXN)

How Chevron became the AI darling of Big Oil

Welcome to rural Reeves County, which counts about 4,000 households over 2,600 square miles, in barren and arid West Texas. Soon, courtesy of Chevron, the county will possess enough gas-fired electricity to power more than 2 million homes—though in this case, all of that …

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 …

Why Microchip Technology (MCHP) Is Up 14.0% After Strong Q1 Results And New PCIe Gen 6 Push

In early August 2026, Microchip Technology reported first-quarter fiscal 2027 results showing sales rising to US$1,484.7 million and net income improving to US$229.8 million, alongside guidance for higher second-quarter revenue and earnings and a reaffirmed quarterly dividend of US$0.455 per share. The company also …

NVIDIA Stock And 2 Growth Names Riding The AI Infrastructure Buildout

Notícias das Ações da Silicon Laboratories Inc (SLAB)

What Does Intel (INTC) Gain From Its Texas Chip Facility Joint Venture?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Intel (NasdaqGS: INTC) announces a joint venture with SpaceX and Tesla to build a semiconductor fabrication facility in Texas as part of the …