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finance.yahoo.com Earnings

Microsoft’s (MSFT) AI Strategy: Cloud Growth, Big Bets, and Key Risks

Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for "Aoris International Fund". A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8–12% after fees over a 5–7-year market cycle. During the June quarter, international …

Apple in Focus as New Houston AI Manufacturing Hub Opens

This article first appeared on GuruFocus. Apple (NASDAQ:AAPL) is adding a training hub to its growing Houston manufacturing footprint, giving small and midsize companies access to equipment and instruction focused on advanced production methods. The 20,000-square-foot center operates inside Apple's Houston complex, where the …

AAPL main company
Sharemaestro market context Trend signal active 52 weeks +32.8% AAPL stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Gary Black Warns Elon Musk: Tesla Can’t Match Apple's Marketing Relying Only on ‘Word-of-Mouth and the CEO’s Posts on X’

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Prominent investor Gary Black has issued a stark warning to Elon Musk, asserting that Tesla Inc. cannot match Apple Inc.'s $4.4 trillion valuation by relying solely on …

AAPL main company
Sharemaestro market context Trend signal active 52 weeks +32.8% AAPL stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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Why Quantinuum Is Teaming Up with Apple Manufacturer Quanta Computer

Just days after Quantinuum’s first earnings report as a public company, the quantum leader unveils a partnership with Taiwan’s Quanta Computer. Continue Reading

AAPL main company
Sharemaestro market context Trend signal active 52 weeks +32.8% AAPL stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Quantinuum Is Working With This Apple Partner to Scale Quantum Computing

Just days after Quantinuum’s first earnings report as a public company, the quantum leader unveils a partnership with Taiwan’s Quanta Computer. Continue Reading

AAPL main company
Sharemaestro market context Trend signal active 52 weeks +32.8% AAPL stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Cathie Wood picks up $44.7 million in shares of two highly watched tech stocks. Is it too late to follow along?

Joe Raedle/Getty Images Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. Cathie Wood just made another big bet on the future of artificial intelligence and space technology. Her investment firm, ARK Invest, added a combined market …

SHOP mentioned
Sharemaestro market context Price above Trend Line 52 weeks +8.1% SHOP stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Apple Unveils Advanced Manufacturing Center In Houston To Train Small, Medium-sized Businesses

(RTTNews) - Tech major Apple Inc. (AAPL) late Thursday announced that it has opened its new Advanced Manufacturing Center or AMC in Houston, offering free training and educational sessions for small- and medium-sized businesses. With the AMC, Apple plans to equip American workers with …

AAPL main company
Sharemaestro market context Trend signal active 52 weeks +32.8% AAPL stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Shopify’s Q2 Earnings Call: Our Top 5 Analyst Questions

Shopify's Q2 Earnings Call: Our Top 5 Analyst Questions Shopify's second quarter saw a significant positive market reaction, with results surpassing Wall Street's revenue and adjusted profit expectations. Management attributed performance to broad-based growth across merchant sizes and geographies, as well as increasing adoption …

SHOP main company
Sharemaestro market context Price above Trend Line 52 weeks +8.1% SHOP stored weekly price path from 15 Aug 2025 to 7 Aug 2026

How Apple’s New Houston AI Manufacturing Hub Could Reshape the AAPL Investment Narrative

Apple recently opened its Advanced Manufacturing Center in Houston, a 20,000-square-foot facility that offers free smart-manufacturing training to U.S. small- and medium-sized businesses while co-locating production of advanced AI servers and upcoming Mac mini assembly. The center extends Apple's American Manufacturing Program beyond Detroit's …

AAPL main company
Sharemaestro market context Trend signal active 52 weeks +32.8% AAPL stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Cathie Wood Bought $59.9 Million of Nvidia Stock Before Earnings. Here's What Investors Should Know.

Key Points Cathie Wood has added more Nvidia shares to five Ark Invest ETFs. Analysts are expecting another strong quarter from the chipmaker, with revenue growth anticipated to exceed 90%. Nvidia's earnings report is scheduled for Aug. 26.10 stocks we like better than Nvidia …

NVDA main company
Sharemaestro market context Trend signal active 52 weeks +20.5% · Next-week setup positive 59.5% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Nvidia Credit Risk Eases, Still Elevated After $500B Plan

Bloomberg's James Crombie joins Emily Graffeo on "Real Yield." Bond traders dialed back measures of credit risk associated with Nvidia after the company said it would limit its exposure in a $500 billion plan to finance the type of AI investments that are driving …

NVDA main company
Sharemaestro market context Trend signal active 52 weeks +20.5% · Next-week setup positive 59.5% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Nvidia Stock Gains While Norway Fund Reveals Top Holding

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA), the AI-chip powerhouse at the center of the global computing boom, gained approximately 0.8% Thursday morning as another striking measure of its market dominance emerged. Norway's Government Pension Fund Global now counts Nvidia as its single …

NVDA main company
Sharemaestro market context Trend signal active 52 weeks +20.5% · Next-week setup positive 59.5% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

JP Morgan Revises Microsoft Stock Target For 2026

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is winning a more bullish call from JPMorgan (NYSE:JPM) as accelerating Azure growth and expanding Copilot adoption strengthen the case that its massive AI infrastructure buildout is beginning to translate into higher-value software revenue. Analyst Samik …

MSFT main company
Sharemaestro market context Price above Trend Line 52 weeks -5.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

How Nvidia’s $500 Billion AI Infrastructure Financing Push Could Impact NVIDIA (NVDA) Investors

Nvidia recently unveiled memorandums of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to create independent compute financing platforms intended to mobilize over US$500.00 billion of third‑party capital for global AI infrastructure buildouts across data centers and "AI factories." This move effectively …

NVDA main company
Sharemaestro market context Trend signal active 52 weeks +20.5% · Next-week setup positive 59.5% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Shopify is Overvalued at 11.24X P/S: Buy, Sell or Hold the Stock?

Shopify SHOP shares are significantly overvalued, as suggested by a Value Score of F. In terms of the forward 12-month price/sales (P/S), SHOP is currently trading at 11.24X compared with the broader Zacks Computer and Technology sector's 6.55X. Shopify stock is pricey compared with …

SHOP mentioned
Sharemaestro market context Price above Trend Line 52 weeks +8.1% SHOP stored weekly price path from 15 Aug 2025 to 7 Aug 2026

CLS vs. ANET: Which AI Stock Offers the Better Growth Opportunity?

The rapid expansion of AI infrastructure has created a strong opportunity for the companies that supply computing and networking systems required to develop AI models. Arista Networks, Inc. ANET offers Ethernet switches, routing platforms and EOS software engineered for high bandwidth, low latency and …

CLS mentioned
Sharemaestro market context Price below Trend Line 52 weeks +64.1% · Next-week setup positive 80.8% CLS stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Telesat Corporation Q2 2026 Earnings Call Summary

Telesat Corporation Q2 2026 Earnings Call Summary - Moby Strategic Execution and Market Positioning Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. …

TSAT main company
Sharemaestro market context Trend signal started 52 weeks +167.7% TSAT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

BofA picks AMD and Nvidia as AI chip winners in massive CPU market

This article first appeared on GuruFocus. Bank of America (BAC) is becoming more bullish on processors as the rise of AI agents could create a larger role for CPUs inside data centers. The firm now sees the server CPU opportunity surpassing $210 billion by …

NVDA main company
Sharemaestro market context Trend signal active 52 weeks +20.5% · Next-week setup positive 59.5% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Open Text (OTEX) Q4 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Thursday, Aug. 6, 2026 at 8:00 a.m. ET CALL PARTICIPANTS Head of Investor Relations - Greg SecordChief Executive Officer - Ayman AntounExecutive Vice President and Chief Financial Officer - Steve Rai TAKEAWAYS Total Revenue -- $1.35 billion in …

OTEX main company
Sharemaestro market context Price above Trend Line 52 weeks -18.5% OTEX stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Michael Burry doubles down on Nvidia short after $500B chip deal he calls a 'Wall Street stunt' with 'shades of Enron'

Unprecedented moves in the AI space this week are giving stock market experts flashbacks to one of the most famous corporate scandals in history, stoking fears that we're in line for a similarly catastrophic fallout. The headline-worthy $500 billion that Wall Street just announced …

NVDA main company
Sharemaestro market context Trend signal active 52 weeks +20.5% · Next-week setup positive 59.5% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Analysts Are Undervaluing Berkshire Hathaway Now That Greg Abel Is Putting the Company's Cash to Work. But That's Not the Reason.

Given that the stock's only a tad below analysts' consensus price target of $525.08 following the recent release of its second-quarter results, Berkshire Hathaway's (NYSE: BRKA) (NYSE: BRKB) Class B shares appear to be fully and fairly valued. And maybe they are. Dig deeper, …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +20.5% · Next-week setup positive 59.5% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Shopify's AI-Driven Commerce Gains Momentum: A Sign of More Upside?

Shopify's SHOP AI-driven commerce opportunity is strengthening the company's growth prospects as artificial intelligence reshapes how consumers discover and purchase products. During the second quarter of 2026, AI-driven traffic and orders to Shopify stores each tripled year over year, while new buyer orders through …

SHOP mentioned
Sharemaestro market context Price above Trend Line 52 weeks +8.1% SHOP stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Why Intuitive Machines Stock Dropped Today

Space stock Intuitive Machines (NASDAQ: LUNR) tumbled 3% through 11:05 a.m. ET Thursday morning -- but it could have been worse. After reporting a big earnings miss for Q2 this morning, shares were at one point down as much as 16%! So what went …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +20.5% · Next-week setup positive 59.5% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Just Keep Following The Money Following CoreWeave’s Spike

Quick Read CoreWeave's $104 billion contracted backlog, with $25 billion in fresh Q3 commitments, gives the company multi-year revenue visibility few high-growth rivals can match. CRWV trades 28% below analyst targets, but NVDA supplier concentration and a debt-to-equity of 8.94 make leverage the defining …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +20.5% · Next-week setup positive 59.5% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Wall Street Is Treating Nvidia GPUs Like Forever Cash-Flow Machines. Here’s What Shatters That Illusion

Quick Read Nvidia's A100 GPUs launched in 2020 still command meaningful rental rates in 2026, pushing CoreWeave's contracted customer demand above $129 billion. Nvidia is mobilizing over $500 billion in third-party capital and backing residual values up to 25%, with CME compute futures set …

NVDA main company AMD mentioned
Sharemaestro market context Trend signal active 52 weeks +20.5% · Next-week setup positive 59.5% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Nvidia, IBD Stock Of The Day, Nears Buy Point Ahead Of Fiscal Q2 Earnings Report

Nvidia is the IBD Stock Of The Day as the artificial intelligence chipmaker bounces back from a recent swoon. Continue Reading

NVDA main company
Sharemaestro market context Trend signal active 52 weeks +20.5% · Next-week setup positive 59.5% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Jim Cramer Says Nvidia GPUs Are ‘More Like Fine Jewelry’ Than Cars. Here Is Why That Matters for NVDA Investors.

Quick Read Jim Cramer argues NVDA GPUs hold value like fine jewelry, backed by 75% gross margins and $81.6B in Q1 FY2027 revenue. Nvidia's CUDA software moat anchors a $500B AI financing stack by ensuring installed GPUs retain collateral value years after newer chips …

NVDA main company
Sharemaestro market context Trend signal active 52 weeks +20.5% · Next-week setup positive 59.5% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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