Sharemaestro Newsreel

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 …

Open Text (NasdaqGS:OTEX) Stock Pulls Back Despite Profit Surge And Flat Outlook

5-star analyst resets AMD stock price target

Advanced Micro Devices just got a fresh vote of confidence from one of Wall Street's most accurate stock pickers, even as the chip giant's shares took a beating after earnings. JPMorgan analyst Harlan Sur raised his price target on AMD (AMD) to $550 from …

Core Scientific (CORZ) Shareholders Rejected a $9B Sale. Does the AMD Deal Vindicate Them?

Core Scientific, Inc. (NASDAQ:CORZ) announced a major infrastructure partnership with Advanced Micro Devices, Inc. (NASDAQ:AMD) on July 28, giving the chipmaker's ecosystem access to more than 500 megawatts of U.S. data-center capacity beginning in 2027. The arrangement can expand to 2.5 gigawatts. Core Scientific …

A $10,000 Investment in Taiwan Semiconductor Today Will Be Worth This Much by 2028

Key Points TSMC doesn't care which company wins the AI revolution, as long as it buys chips from it. Taiwan Semiconductor is heavily investing in capabilities to ensure it can meet demand. 10 stocks we like better than Taiwan Semiconductor Manufacturing › Taiwan Semiconductor(NYSE: …

Billionaire investor shorting SpaceX says one possible fix won't work

The bearish case against SpaceX keeps finding new voices. I've now tracked short theses from Doug Kass, warnings from the former Nasdaq CEO, my colleague's piece on Michael Burry walking away from the trade, and Jim Cramer urging patience before the lockup expiration. Now …

Marvell (MRVL) vs. AVGO and NVDA: Can AI Interconnect Growth Deliver the Earnings Its Premium Valuation Demands?

Is MRVL a good stock to buy? We came across a bullish thesis on Marvell Technology, Inc. on Compounding Your Wealth's Substack by Sergey. In this article, we will summarize the bulls' thesis on MRVL. Marvell Technology, Inc.'s share was trading at $211.02 as …

Vonovia (XTRA:VNA) Lifted Earnings, Is The Stock Cheap?

Datadog coverage update: BofA stays bullish on weakness

Datadog Inc. (DDOG) spent last summer defending itself against one accusation: that its biggest customer was quietly building its way out the door. In July 2025, Guggenheim downgraded the stock to sell, warning that OpenAI was developing in-house monitoring tools that could carve a …

Why Shopify Stock Could Be the Biggest Winner in Agentic AI Commerce

Key Points Shopify is helping define agentic commerce and looks poised to be a big winner in this area. The company's core business, meanwhile, continues to demonstrate outstanding growth. 10 stocks we like better than Shopify › After a rough start to the year …

Key deals this week: Bending Spoons, Advanced Micro Devices, Visa, Prologis, and more

Here's a list of key deals reported across sectors this week: DoubleVerify (DV [https://seekingalpha.com/symbol/DV]) agreed to be acquired [https://seekingalpha.com/pr/20611211-nielsen-to-acquire-doubleverify-creating-a-leading-independent-media-intelligence-platform#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews] by Nielsen in an all-cash transaction valued at ~$2.15B. DV shareholders will receive $13.60 per share in cash, representing a 30% premium to the 60-day …

Advanced Micro Devices Reported Record Revenue. AMD Stock Sank Anyway.

Here's Why We're Wary Of Buying Enghouse Systems' (TSE:ENGH) For Its Upcoming Dividend

3 Artificial Intelligence (AI) Stocks to Load Up On in August

Key Points Nvidia has a major catalyst arriving in the latter half of August. Micron is benefiting from soaring memory chip prices. Amazon is seeing significant growth in cloud computing thanks to AI workloads. 10 stocks we like better than Nvidia › August has …

Street Calls of the Week

Investing.com -- Here is your Pro Recap of the top takeaways from Wall Street analysts for the past week. InvestingPro subscribers always get first dibs on market-moving AI analyst comments. Upgrade today! Fair Isaac Corp. What's the full story? Wolfe Research downgrades Fair Isaac …

AMD (AMD) Buys Inference Chip Startup Taalas To Sharpen Its AI Edge

Advanced Micro Devices (NASDAQ:AMD) is trying to solve two problems at once: proving its AI hardware can keep growing as fast as Street expects, and making a case for why that growth alone should justify the stock's price. On August 6, AMD confirmed a …

Apple Inc. $AAPL Stock Position Raised by Gibbs Wealth Management

My 3 Favorite Value Stocks to Buy Right Now

Key Points Amazon's P/E ratio keeps falling despite a surging stock price. It is not too late to capitalize on Target's stock price recovery. Nvidia's stock price has not risen in proportion to the company's growth in recent years.10 stocks we like better than …

Lightspeed Commerce Inc. $LSPD Shares Sold by Dimensional Fund Advisors LP

Humanoids are as much a compute story as a robotics one

Investing.com -- Humanoid robots could create demand for data-centre infrastructure, AI accelerators, memory and edge processors well before widespread commercial deployment begins, according to Barclays analysts mapping more than 100 companies across the emerging value chain. Investor attention has largely focused on visible hardware …

Docebo (TSX:DCBO) Stock Catches Profit Again As Debt Questions Linger

Forget SMH. The Chip Fund That Owns Less Nvidia Is Beating It by 20 Points

Quick Read SOXX's evenly capped weighting crushed SMH by 20 points in 2026, proving fund structure matters more than stock selection in a broadening chip market. SOXQ delivers the same semiconductor sector exposure at 0.10%, roughly a third of SMH's fee, and returned 72% …

AMD just made bold move to challenge Nvidia

Advanced Micro Devices (AMD) has spent 2026 proving it can compete with Nvidia in the artificial intelligence race. Its stock has more than doubled this year, and its data center business is growing fast. Now AMD is trying something different. The company just bought …

Open Text (NASDAQ:OTEX) Releases Earnings Results, Beats Estimates By $0.21 EPS

Microsoft Shows the "Magnificent Seven" What AI Investment Looks Like

In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: Meta and Microsoft’s earnings reports.The best “Magnificent Seven” stock to buy now.Hidden Gems earning highlights.Maibag: Buy single stocks or bet on several companies in …

Jim Cramer Weighs In on Space Equities: Rocket Lab (RKLB) vs. Voyager Technologies (VOYG)

Commercial space and defense equities continue to draw investor attention, but CNBC's Mad Money host Jim Cramer took a cautious stance on higher-risk plays in the sector on August 5. When asked about Rocket Lab Corporation (NASDAQ:RKLB), Cramer dismissed the stock as speculative while …

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 …