Brazil Semiconductors news | Sharemaestro Newsreel

16:30 13 Aug 2026

finance.yahoo.com Regulatory and legal Main company 🇧🇷 Brazil

Why Nvidia May Stand in the Way of Wall Street's Plans to Turn AI Compute Into a Commodity

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. CME Group Inc. (NASDAQ:CME) said Tuesday it will launch AI compute futures on Oct. 5, pending regulatory review, with contracts tracking monthly rental prices for NVIDIA Corp. …

NVDC34 main company

Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0%

16:28 13 Aug 2026

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

Micron Stock Keeps Rallying. Watch Out for This New Memory-Chip Rival.

Despite Thursday’s surge, the company fell behind in the second quarter among suppliers of NAND memory chips. Continue Reading

MUTC34 main company

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

16:27 13 Aug 2026

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

Déjà Vu. Why Intel Is Eyeing a Return to Memory.

Intel’s CEO said this week that the chip maker may return to the memory market, potentially making it a challenger to Micron and SK Hynix. Continue Reading

ITLC34 main company

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

16:25 13 Aug 2026

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

Sam Altman Told the White House He Supports Slowing AI Development. Here's Why That Matters for AI Stocks.

In late July, Sam Altman went to Washington, D.C., to brief lawmakers on OpenAI's next-frontier model after one of its systems autonomously hacked another artificial intelligence (AI) platform, Hugging Face, and then pivoted to attack a customer's cloud account. Coming out of those meetings, …

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Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0%

16:24 13 Aug 2026

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

Why Sandisk Stock Popped Again Today

Sandisk (NASDAQ: SNDK) stock is heading into its fourth straight day of gains Thursday -- up 6.2% through 10:50 a.m. ET -- and has Evercore ISI to thank for it. In a note this morning, Evercore analyst Amit Daryanani reiterated his outperform rating and …

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Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0%

16:21 13 Aug 2026

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

IREN Rallies 6% as Microsoft Signs Off on Horizon 1, NVIDIA Grants Exemplar Cloud Status

Quick Read IREN surged 6% after Microsoft formally accepted Horizon 1, triggering monthly invoicing under a five-year, $9.7 billion cloud services agreement. NVIDIA's Exemplar Cloud designation validates Horizon 1's AI performance, potentially helping IREN attract hyperscalers beyond Microsoft for its 480MW 2026 capacity target. …

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Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0%

16:19 13 Aug 2026

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

Applied Materials Stock Nearly Tripled On Orders It Cannot Ship Fast Enough

Image from Pixabay The stock is priced on a multi-year fab build-out whose pace is set by supply chains rather than by demand. Applied Materials (AMAT) stock has nearly tripled over the past year, returning 193% while the S&P 500 gained 21%. Revenue over …

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Sharemaestro market context Price above Trend Line 52 weeks +23.8% · Next-week setup negative 31.3%

16:12 13 Aug 2026

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

IREN (IREN) Is Up 12.3% After Microsoft Accepts Horizon 1 AI Cloud Deployment - What's Changed

IREN Limited recently confirmed that Horizon 1, the first of four 50MW direct-to-chip liquid-cooled AI cloud deployments, has been delivered to and accepted by Microsoft under their five-year, US$9.70 billion cloud services contract. In parallel, IREN secured NVIDIA Exemplar Cloud status for its GB300 …

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Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0%

16:08 13 Aug 2026

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

Nvidia’s new $500B plan is risky but brilliant, especially for aging GPUs

Nvidia announced this week that Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR were willing to commit up to $500 billion to build AI data centers. That eye-popping figure got a lot of the attention, but the bigger story is Nvidia's effort to create …

NVDC34 main company

Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0%

16:07 13 Aug 2026

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

Things are looking up for AI infrastructure companies, for now

The AI build-out doesn't appear to be slowing anytime soon. At least that's what you can glean from a trio of earnings after the bell on Tuesday. CoreWeave (CRWV), Nebius (NBIS), and Supermicro (SMCI) each reported strong quarterly results, sending shares soaring on Wednesday …

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Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0%

15:50 13 Aug 2026

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

91% of Upstart's Loans Were Fully Automated Last Quarter. No Bank Can Underwrite That Cheaply.

Upstart (NASDAQ: UPST) has had its share of ups and downs since the fintech went public in late 2020. The company, which uses artificial intelligence (AI) to process loan requests, is currently in a downward trend, with the stock price sliding about 31% year …

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Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0%

15:49 13 Aug 2026

nasdaq.com Market update Provider-linked mention 🇧🇷 Brazil

Noteworthy ETF Outflows: TQQQ, ADI, MRVL, GILD

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the ProShares UltraPro QQQ (Symbol: TQQQ) where we have detected an approximate $156.7 million dollar outflow -- that's a 0.4% decrease week over week (from …

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

15:41 13 Aug 2026

finance.yahoo.com Balance sheet Provider-linked mention 🇧🇷 Brazil

Michael Burry Sounds the Alarm Again: AI Is a Circular Financing Web With Nvidia In the Middle

Quick Read Michael Burry flagged that $879 billion in hyperscaler commitments circle through Nvidia (NVDA), inflating reported revenue without multiplying actual customer demand. Five hyperscalers carry $1.65 trillion in off-balance-sheet debt, and Nvidia's CDS spread has doubled in two months as credit markets price …

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Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0%

15:35 13 Aug 2026

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

Remitly's Send Volume Is Growing Nearly Twice as Fast as Its Customer Count. That Gap Is the Whole Investment Case.

For nearly all businesses, more scale means wider profit margins and, therefore, profit growth that outpaces revenue growth. Credit the fact that at least some parts of any company's operating costs eventually plateau. And in some cases, even variable costs directly linked to manufacturing …

NVDC34 mentioned

Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0%

15:28 13 Aug 2026

finance.yahoo.com Earnings Main company 🇧🇷 Brazil

Can Micron's AI Memory Focus Help It Outpace SK Hynix and Sandisk?

Micron Technology, Inc. MU is sharpening its focus on artificial intelligence (AI) memory as demand for high-bandwidth memory (HBM), DRAM and data-center storage accelerates. The strategy is producing strong financial results, but Micron still faces tough competition from SK Hynix Inc. SKHY in HBM …

MUTC34 main company

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

15:23 13 Aug 2026

finance.yahoo.com Earnings Main company 🇧🇷 Brazil

Nvidia bulls may have a small problem on their hands

If there is any reason to proceed with caution ahead of Nvidia's (NVDA) earnings on Aug. 26, it's that the market is positioned for the company to post great results and for CEO Jensen Huang to sound super bullish on the earnings call. This …

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Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0%

15:22 13 Aug 2026

nasdaq.com Earnings Provider-linked mention 🇧🇷 Brazil

Stocks Close Higher on Favorable CPI Report and Positive AI News

The S&P 500 Index ($SPX) (SPY) on Wednesday rose +0.26%, the Dow Jones Industrial Average ($DOWI) (DIA) fell -0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose +0.74%. September E-mini S&P futures (ESU26) rose +0.31%, and September E-mini Nasdaq futures (NQU26) rose +0.71%. Stocks …

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Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0%

15:20 13 Aug 2026

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

Here's Where the Fed May Take Interest Rates Under Chairman Kevin Warsh

Federal Reserve Chairman Kevin Warsh began leading the U.S.'s central bank in March, and since then, the Fed has kept interest rates unchanged at both of its meetings. This past meeting, however, presented the largest Fed dissent in a decade, with nine policymakers voting …

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Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0%

15:16 13 Aug 2026

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

IREN Jumps 10% as Microsoft Accepts First AI Data Center Under $9.7 Billion Deal

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. IREN Ltd.(NASDAQ:IREN) shares jumped over 10% Thursday after Microsoft Corp.(NASDAQ:MSFT) formally approved Horizon 1, clearing the first of four AI data centers IREN is building under their …

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Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0%

15:10 13 Aug 2026

finance.yahoo.com Earnings Main company 🇧🇷 Brazil

Broadcom (AVGO) Stock Trades Near Fair Value But At A Premium On Earnings

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Broadcom stock has delivered a very large 5 year gain yet current checks suggest it is no longer obviously cheap, with a Discounted Cash Flow (DCF) estimate …

AVGO34 main company

Sharemaestro market context Trend signal active 52 weeks +32.7%

15:09 13 Aug 2026

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

Why Is Coherent (COHR) Drawing Attention After A Q4 Beat And Raised Outlook?

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Coherent (NYSE: COHR) reported fourth quarter results that exceeded expectations, supported by strong AI infrastructure demand in its data center optical networking business. The company …

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Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0%

15:05 13 Aug 2026

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

My Take on Barrick Mining's Pullback: This Is a Buying Window, Not a Red Flag.

Shares of Barrick Mining (NYSE: B) are down around 0.5% so far this year and off roughly 20% from their 52-week high of $54.69. Based on those numbers, you would think the Canadian mining company is having a bad year, but that's far from …

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Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0%

15:00 13 Aug 2026

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

Can Nvidia’s circular financing keep fueling the market rally?

Morning Brief Host Julie Hyman welcomes Defiance ETFs CIOSylvia Jablonski and Yahoo Finance Senior Business Reporter Ines Ferre to the show to break down Nvidia (NVDA)'s circular financing, the cyclical nature of the semiconductor industry, and whether massive AI capex spending can continue to …

NVDC34 main company

Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0%

14:59 13 Aug 2026

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

Why Nvidia Stock Is Stuck Despite a Wild Week for AI

On paper, the technicals for the stock look positive. After closing above $224 on Wednesday, the share price is sitting comfortably above all of its 20-day, 50-day, and 200-day moving averages. Continue Reading

NVDC34 main company

Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0%

14:57 13 Aug 2026

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

SE Q2 Earnings Miss Estimates as Costs Rise, Revenues Beat & Grew Y/Y

Sea Limited's SE adjusted earnings were 86 cents per share in the second quarter of 2026, missing the Zacks Consensus Estimate by 14%. On a reported basis, earnings per share rose 7.7% year over year to 70 cents. Revenues of $7.8 billion increased 48.1% …

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Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0%

14:49 13 Aug 2026

finance.yahoo.com Earnings Main company 🇧🇷 Brazil

Wall Street Analysts Predict 70% Upside for This AI Memory Stock in 2027

Situational Awareness Taiyo Yuden stake unwind, Leopold Aschenbrenner. Photo by BeInCrypto Micron (MU) stock is holding near $911 after a 189% price rise in 2026. Yet, Wall Street still sees roughly 70% more upside. And there is good reason behind this optimism. The world …

MUTC34 main company

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

14:45 13 Aug 2026

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

U.S. Budget Deficits Just Surged to $432.3 billion in July While Trump Weighs Brand-New Tax Cuts

Quick Read July's $432 billion deficit, the largest since March 2021, drove the year-to-date shortfall to $1.8 trillion while the White House eyes brand-new tax cuts. The TLT (bond) and VNQ (real estate) ETFs could face pressure as 20-year and 30-year Treasury yields sit …

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Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0%

14:44 13 Aug 2026

finance.yahoo.com Balance sheet Provider-linked mention 🇧🇷 Brazil

Household Debt Just Fell for the First Time in 6 Years — Here’s Why That’s Bad News

Quick Read The $13B quarterly drop in household debt is a mortgage reporting artifact the New York Fed expects to reverse next quarter, not genuine consumer deleveraging. Auto loans hit an all-time high of $1.71 trillion while 1 in 8 credit card dollars is …

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Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0%

14:36 13 Aug 2026

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

INFQ's Q2 Net Loss Widens Y/Y, Revenues Top on NASA Quantum Demand

Infleqtion, Inc. INFQ reported second-quarter 2026 non-GAAP net loss of $11.82 million, wider than the net loss of $6.1 million in the year-ago quarter. Revenues jumped 116% year over year to $12.6 million and topped the Zacks Consensus Estimate by 23.6%. Growth was entirely …

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

14:35 13 Aug 2026

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

Inside Latigo Biotherapeutics’ IPO: A Non-Opioid Pain Bet Goes Public

Quick Read LTGO priced its IPO at $18, opened at $21, and raised nearly $350 million from an oversubscribed offering. LTG-001 delivered 50% greater pain relief than hydrocodone in a 343-patient trial, positioning it for a first-ever opioid-free label claim. Phase 3 trials launching …

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Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0%

14:35 13 Aug 2026

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

Archer Aviation CEO Signals Strong Outlook for Investors

Archer Aviation (NYSE: ACHR) still has a long road ahead. The upstart aircraft maker isn't generating meaningful revenue, remains unprofitable, and has yet to begin large-scale commercial operations. Yet CEO Adam Goldstein continues projecting confidence about the company's future, and unlike many early-stage aerospace …

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Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0%

14:33 13 Aug 2026

finance.yahoo.com Capital return Provider-linked mention 🇧🇷 Brazil

TXN's $5.8B Shareholder Returns: Can FCF Support Bigger Payouts Ahead?

Texas Instruments Incorporated TXN is showing that its improving business momentum is translating into stronger cash generation, raising the question of whether bigger shareholder payouts could follow. The company returned $5.8 billion to shareholders over the past 12 months through dividends and share repurchases. …

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

14:32 13 Aug 2026

finance.yahoo.com Capital return Provider-linked mention 🇧🇷 Brazil

The Biggest Chip Stocks All Yield Under 1%. Here's Where the Cash Actually Goes.

Nvidia (NASDAQ: NVDA) yields 0.45%. Broadcom (NASDAQ: AVGO) yields 0.61%, Taiwan Semiconductor (NYSE: TSM) 0.66%, and Applied Materials (NASDAQ: AMAT) just 0.39%. In other words, the most profitable corner of the technology market pays income investors almost nothing. Missed Nvidia in 2009? This Rare …

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Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0%

14:26 13 Aug 2026

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

Burry doubles down on Nebius short after stock surges 34% on earnings

Investing.com -- Nebius Group's stock surged 34% on August 12 after the AI cloud company posted second-quarter revenue of $582.3 million, up 454% year-over-year and ahead of analyst estimates of $572.75 million compiled by LSEG. The blowout results did not deter short seller Michael …

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Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0%

14:20 13 Aug 2026

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

Ideal Power Reports Second Quarter 2026 Financial Results

AUSTIN, Texas, Aug. 13, 2026 /PRNewswire/ -- Ideal Power Inc. (Nasdaq: IPWR) ("Ideal Power," the "Company," "we," "us" or "our"), developer and provider of its innovative and widely patented B-TRAN® bidirectional semiconductor power switch, reports results for its second quarter ended June 30, 2026. …

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Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0%

14:19 13 Aug 2026

finance.yahoo.com Balance sheet Main company 🇧🇷 Brazil

Nvidia and Broadcom Deepen AI Financing Push — But Wolfe Sees Long-Term Risks

NVIDIA Corporation (NASDAQ:NVDA) and Broadcom Inc. (NASDAQ:AVGO), two of the world's largest chipmakers, are tapping debt and private capital markets to fund the AI infrastructure boom. These massive financial commitments coming from some of the biggest names in the market signal exceptionally-strong AI compute …

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Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0%