Sharemaestro Newsreel

Apple Users Face Major iPhone 18 Shock

This article first appeared on GuruFocus. Apple (NASDAQ:AAPL) could face a sharper iPhone margin squeeze than investors expected, with TrendForce estimating that the bill of materials for the 256GB iPhone 18 Pro could jump roughly 38% from the comparable model launched in 2025. The …

Cathie Wood Puts $37 Million Into SpaceX

This article first appeared on GuruFocus. Space Exploration Technologies Corp. (SPCX, Financials), Elon Musk's space and AI company, became Cathie Wood's biggest stock purchase last week as ARK Invest leaned further into the post-earnings volatility. ARK bought 316,963 SpaceX shares across several funds for …

Microsoft Rethinks Its Nvidia Reliance

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is preparing its biggest push yet to turn homegrown AI silicon into a meaningful alternative to Nvidia, with the software giant reportedly planning to unveil its Maia 300 accelerator as early as September. Microsoft is also …

What Advanced Micro Devices (AMD)'s New Instinct Coder AI Stack and Data Center Push Means For Shareholders

In early August 2026, Advanced Micro Devices reported second-quarter 2026 results showing higher sales and net income versus a year earlier, while also issuing revenue guidance for the third quarter and unveiling AMD Instinct Coder, a turnkey enterprise AI inference solution built with Spectro …

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 …

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' …

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 …

SNES: Revenue & Margin Improvements Align with Aims to Create Path to Profitability, Cash Flow

By M. Marin NASDAQ: SNES READ THE FULL SNES RESEARCH REPORT Believe 2Q26 illustrates strong momentum on benefits of growth initiatives SenesTech, Inc. (NASDAQ: SNES), a leader in rodent birth control solutions with patented products that provide proven long-term and sustainable rodent population management, …

OTLK Up More Than 300% in 3 Months: Here's What You Should Know

Shares of Outlook Therapeutics OTLK have witnessed a significant surge over the past three months, primarily driven by growing investor optimism related to the company's sole product, Lytenava, which is approved for the treatment of patients with wet age-related macular degeneration (wet AMD). OTLK's …

AI Workload Evolution Is Creating a New Growth Catalyst for Arm Holdings plc (ARM)

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, …

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, …

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. …

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 …

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, …

Nvidia Scores 12% Weekly Gain As Taiwan Semiconductor Sales Soars; Is Nvidia A Buy Now?

Nvidia takes a breather after jumping 12% last week. The stock is in a cup base with a buy point of 236.54. Continue Reading

What TSMC’s Surging Sales Growth Means for Apple and Nvidia Stocks

Taiwan Semiconductor Manufacturing reported monthly sales which were ahead of its annual growth forecast. Continue Reading

Is Advanced Micro (AMD) a Buy as Wall Street Analysts Look Optimistic?

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though? Before …

Silicon Motion Rides on Solid Revenue Growth: Time to Buy the Stock?

Silicon Motion Technology Corporation SIMO is benefiting from strong momentum across its storage-controller portfolio, driven by market-share gains, new product ramps and growing exposure to enterprise and artificial intelligence (AI)-related storage applications. The company's rapidly expanding embedded storage business, strength in SSD controllers and …

Prediction: Micron and Taiwan Semiconductor Manufacturing Stocks Will Both Rebound to Fresh Highs Before 2026 Ends

Micron Technology (NASDAQ: MU) and Taiwan Semiconductor Manufacturing (NYSE: TSM) are two of the hottest stocks in the market. They've each had strong years, with Micron rising 213% and Taiwan Semiconductor increasing 36%. While those are fantastic one-year runs, the reality is that each …

Intel Falls 5% on Proposed $15B Share Sale as AMD, NVIDIA, Broadcom Hold Steady

Quick Read Intel dropped 5% after announcing a $15B stock offering, as management capitalizes on a 175% year-to-date rally to fund its foundry buildout. NVDA and SOXX are flat on the day, confirming traders treat Intel's selloff as an isolated capital-structure event with no …

TSMC Revenue Surges as AI Chip Demand Hold

TSMC Revenue Surges as AI Chip Demand Hold - Moby BREAKING NEWS 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. The company …

TECSYS Inc (TSX:TCS) Shares Under Pressure as Software Valuation Concerns and Growth Uncertainty Impact Sentiment

Beat the Market Like Zacks: Aveanna, FactSet, Shopify in Focus

Last Friday, the three major Wall Street indexes closed a winning week. The Nasdaq Composite, the S&P 500 and the Dow Jones Industrial Average gained 5.2%, 3.6% and 3%, respectively. Wall Street's strong weekly performance was driven by renewed investor optimism over the U.S. …

Kinaxis Stock Surges 2.04% as AI-Powered Supply Chain Software and SaaS Growth Support Investor Interest

Why Tucows Inc. stock surged yesterday

Intel launches $15 billion share sale as turnaround rally lifts stock

Aug 10 (Reuters) - Intel is planning to raise $15 billion through a share ‌sale, the U.S. chipmaker said ‌on Monday as it looks to fund the ​costly build-out of its chip contract manufacturing business by cashing in on a stock surge fueled by …

Who Really Benefits as Sovereign AI Infrastructure Spending Explodes?

Quick Read Nvidia leads with $91B Q2 guidance and 75% margins, while AMD's 107% data center growth drives sovereign wins in India, Korea, and UAE. Vertiv's Americas segment grew 29% and Eaton's electrical orders surged 41% organically as every new AI gigawatt demands more …

Keel Infrastructure (KEEL) deepens 2026 losses while loading up on convertible debt

Is Keel Infrastructure Corp (KEEL) Worth the Investment After Q2

Anthropic Locks In $10B European Compute Bet With a Seven-Month-Old Startup

Anthropic is establishing its first dedicated European AI compute footprint, marking a significant geographic expansion in the race for sovereign-grade processing power. The company has reportedly entered into a six-year, $10 billion compute capacity agreement centered on a 133 MW data center in Norway. …

Rockbridge Investment Management LCC Has $7.10 Million Stock Holdings in Apple Inc. $AAPL

KEEL Stock Rises Premarket: Retail Speculates On Hyperscaler Deal Reveal In Q2 Results

Keel Infrastructure Q2 Earnings Miss Estimates as Bitcoin Wind-Down Continues

Top economist warns that the AI math doesn’t make sense: ‘Profits are currently being funded by investors rather than earned from customers’

"Is there an AI bubble?" is such a tired thought. Here's something altogether more wired: The AI boom is paying off, but not in a way that the current equities market has accounted for. The success of the technology in one area of the …

Nvidia, Eli Lilly, and Disney Show It’s Time to Back the Top Dogs

Investors are still skittish enough that they only want to buy proven winners, so backing the favorite is a smart strategy right now. Continue Reading

Why Shopify Stock Soared This Week

Key Points Shopify's sales and free cash flow are surging. Management says the online retail systems provider is well placed to profit from agentic AI.10 stocks we like better than Shopify › Shares of Shopify (NASDAQ: SHOP) climbed nearly 30% this past week after …