Sharemaestro Newsreel

NVIDIA's Jensen Huang Says AI Isn’t Just Tech Anymore — It’s Infrastructure, and Wall Street Is Financing It

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. NVIDIA Corp. stock gained nearly 1% in Tuesday's premarket trading as investors weighed fresh efforts to finance large-scale AI infrastructure and GPU deployments. The world's most valuable …

Cerebras Systems Reports Solid Earnings. The Stock Is Plunging.

Cerebras Systems stock has had a wild ride in a crowded field. Its stock was down despite a strong earnings report. Continue Reading

AMD (AMD) Trades at a Premium: Phillip Securities Says AI Growth Justifies It

Advanced Micro Devices, Inc. (NASDAQ:AMD) is trading at roughly 70x forward earnings, but Phillip Securities believes this premium is justified given its positioning for rising agentic AI demand. On August 11, the firm's analyst Yik Ban Chong reiterated a Buy rating on the stock …

Michael Burry Drops Stark Take on Nvidia Stock

This article first appeared on GuruFocus. Michael Burry (Trades, Portfolio) is taking aim at Nvidia's (NASDAQ:NVDA) $500 billion AI-infrastructure financing strategy, arguing that Wall Street is building a dangerously leveraged system around GPU demand that echoes risks seen before the 2008 financial crisis. The …

Wells Fargo Has Fresh Message for Microsoft Investors

This article first appeared on GuruFocus. Wells Fargo sees therapid improvement of open AI models as a potential tailwind for Microsoft (NASDAQ:MSFT) and ServiceNow (NYSE:NOW), arguing that cheaper intelligence could strengthen established software platforms rather than disrupt them. The key investor implication is that …

Cerebras raises annual targets on strong AI chip demand

By Anhata Rooprai and Max A. Cherney Aug 12 (Reuters) - Cerebras Systems raised its annual revenue and gross margin forecasts on Wednesday, buoyed by robust demand for its chips from ‌companies ramping up data-center capacity to power AI services. Still, its shares were …

Super Micro Computer Earnings Beat Sends Advanced Micro Devices (NASDAQ: AMD) Stock Surging

Resideo (REZI) Q2 Earnings Report Preview: What To Look For

Resideo (REZI) Q2 Earnings Report Preview: What To Look For Home automation and security solutions provider Resideo Technologies (NYSE:REZI) will be reporting results this Wednesday after the bell. Here's what investors should know. Resideo beat analysts' revenue expectations last quarter, reporting revenues of $1.91 …

AI Data Center Demand to TRIPLE by 2030 | GXO CEO on Logistics Impact

GXO Logistics CEO Patrick Kelleher reveals the immense growth in AI data center demand, predicting capacity will triple by 2030. Discover how this surge, along with warehouse robotics and redomestication, is reshaping the global supply chain and creating new opportunities for logistics providers. Kelleher …

GF Securities Revisits AI Stock Rebound

This article first appeared on GuruFocus. GF Securities is betting the pullback in artificial-intelligence stocks has largely run its course, adding Advanced Micro Devices (NASDAQ:AMD), Lumentum (NASDAQ:LITE), Foxconn and Semtech to its preferred list as valuations reset and hyperscalers show greater confidence in AI …

Saturn Cloud Integrates NVIDIA DSX OS Into Its AI Token Factory Platform

Saturn Cloud has integrated NVIDIA DSX OS into its platform, giving neocloud operators a way to turn NVIDIA infrastructure into a token-metered service they can sell. NEW YORK, Aug. 12, 2026 /PRNewswire/ -- Saturn Cloud, the AI token factory platform and an NVIDIA portfolio …

CloudSEK Identifies More than 2,500 Organisations Potentially Impacted by AI Supply Chain Exposure Affecting 434,000 Software Pipelines

Global companies across the technology, finance, telecom, cybersecurity, manufacturing, and logistics sectors are among the organisations linked to the exposure JERSEY CITY, N.J., Aug. 12, 2026 /PRNewswire/ -- CloudSek, an AI-native predictive cyber-intelligence company, today announced that it has identified more than 2,500 organisations …

IBM Landed A $240M AI Deal. Is That Enough?

IBM (NYSE:IBM) just signed a $240 million deal with Together AI to build an Nvidia (NASDAQ:NVDA)-powered AI inference cluster on IBM Cloud, announced August 11. Together AI's chief revenue officer Kai Mak says demand is so strong the cluster will sell out two to …

Michael Burry adds to Nvidia and Palantir shorts while loading up on Molina Healthcare, which is down 54% from its high

Jim Spellman/WireImage Michael Burry, who was made famous by The Big Short, is doubling down on his bearish bets against some of the market's biggest AI and infrastructure names, while simultaneously increasing his investment in a healthcare company he has repeatedly argued is undervalued. …

CoreWeave (CRWV) and Super Micro (SMCI) Earnings Show AI Spending Is Still Surging

AI infrastructure stocks rose on Wednesday after strong quarterly financial reports from AI server hardware maker Super Micro Computer Inc. (NASDAQ:SMCI) and neocloud providers CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group NV (NASDAQ:NBIS). Big Tech companies have already signaled that spending on AI would not …

Bank of America sends blunt message to Nvidia stock investors

Every few quarters, the debate around Nvidia moves. For a while, it was about whether AI demand was real. Then it was about whether margins could hold. Now, heading into its August 26 earnings report, the question is whether the next product cycle can …

CoreWeave and Nebius Group Deliver Earnings Shocker. Here's What It Signals About the Future of AI.

One of the biggest questions among investors these days is what the future holds for artificial intelligence (AI). After several years of rapid adoption and impressive stock price gains, some investors have taken a step back, looking for insight into what comes next. Missed …

BREAKING NEWS: As Markets Rally in a New Era of American Innovation, ELEKTROS Highlights Hard-Rock Lithium, Critical Minerals and EV Charging Technology

WEST PALM BEACH, FL / ACCESS Newswire / August 12, 2026 / As U.S. equity markets continue to demonstrate extraordinary strength, ELEKTROS Inc. (OTC PINK:ELEK) believes the current period represents a distinctive chapter for American innovation and the broader world economy. From artificial intelligence …

NVIDIA Stock Jumps 2.5% Today as $500 Billion AI Funding Opens

This article first appeared on GuruFocus. NVIDIA (NASDAQ:NVDA), the chip giant powering the AI boom, jumped approximately 2.5% in Wednesday morning trading after unveiling an ambitious plan that could throw even more fuel on the AI infrastructure race. NVIDIA is teaming up with Apollo …

Nvidia's $500 Billion AI Gamble Raises the Stakes for NVDA Stock

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) is expanding its role in the artificial intelligence industry by helping finance the infrastructure needed to support growing demand, with a $500 billion financing initiative involving major financial firms. The arrangement includes Goldman Sachs (NYSE:GS), BlackRock …

This Dividend King Is Up 56% This Year, and It Just Hired its First AI Chief

The retailer space doesn't have a Comeback Player of the Year award like some sports leagues, but if it did, this could be Target's (NYSE: TGT) trophy to claim in 2026. After three years of sliding sales, the discount retailer and Dividend King (a …

Sound Point Meridian Capital Inc Q1 2027 Earnings Call Summary

Sound Point Meridian Capital Inc Q1 2027 Earnings Call Summary - Moby Strategic Performance and Market Context 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 …

Microsoft Stock Drops While Maia Chip Ambitions Expand

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the software giant behind Azure, fell approximately 1.9% Wednesday morning as investors zeroed in on a potentially important new weapon in its AI race: Microsoft's own chips. Barron's reported that another Maia processor could arrive as …

Why Astronics Stock Popped Today

Aerospace and defense company Astronics Corporation (NASDAQ: ATRO) stock surged 15.8% through 11:30 a.m. ET on Wednesday after beating analyst forecasts for Q2 earnings last night. Heading into the report, Wall Street thought Astronics would earn $0.54 per share on $245.8 million in quarterly …

Madison Square Garden Entertainment Corp. Q4 2026 Earnings Call Summary

Madison Square Garden Entertainment Corp. Q4 2026 Earnings Call Summary - Moby Strategic Performance Drivers 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 …

History Says the Most Successful Long-Term Investors All Have This 1 Simple Practice in Common

Investing in the stock market can certainly seem daunting for beginners. However, it's best to keep things simple at first. Focusing on the most effective tactics raises the chances of achieving a favorable outcome. There's a single tip that stands out, and history shows …

Nebius Soars 20% as AI Revenue Explodes

This article first appeared on GuruFocus. Nebius Group N.V. (NBIS, Financials), the Nvidia-powered AI cloud provider, surged more than 20% after second-quarter results showed demand for computing capacity is still running well ahead of supply. Warning! GuruFocus has detected 9 Warning Signs with NBIS. …

Wall Street just borrowed $500 billion to build AI — here's what it could mean for your 401(k)

The AI industry just got even more expensive. NVIDIA just announced a new partnership with six financial institutions that would provide the chip company with $500 billion in third-party capital to put toward AI infrastructure. Must Read Jeff Bezos backs a platform that lets …

5 Semiconductor Stocks Jim Cramer Could Be Talking About on Thursday

Quick Read NVIDIA guided $91 billion next quarter at 75% gross margins as AMD's Data Center revenue doubled to $6.7 billion year over year. Lam Research surged 82% year to date on five straight earnings beats; Qualcomm's automotive segment delivered its 23rd consecutive quarter …

Foxconn's AI Business Just Overtook iPhones

This article first appeared on GuruFocus. Foxconn, or Hon Hai Precision Industry Co. (FXCOF, Financials), said second-quarter profit increased 35% as artificial intelligence servers became a bigger market than the consumer electronics sector that includes iPhones.Net profit was T$59.97 billion, or nearly $1.86 billion, …

Why Micron Stock Is Surging Today

Micron (NASDAQ: MU) stock is bounding higher in Wednesday's trading, with its share price up 6.5% as of 12:45 p.m. ET. For comparison, the S&P 500 and the Nasdaq Composite were up 0.3% and 0.6%. Micron is seeing bullish momentum in today's trading, thanks …

What Does IBM (IBM) Gain From Its $240 Million AI Infrastructure Deal?

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. International Business Machines (NYSE: IBM) agreed a multi year partnership with Together AI to build a US$240 million Nvidia powered AI inference cluster on …

Valens Semiconductor Ltd. Q2 2026 Earnings Call Summary

Valens Semiconductor Ltd. Q2 2026 Earnings Call Summary - Moby Strategic Performance Drivers 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. Revenue …

IceCure Medical Ltd Q2 2026 Earnings Call Summary

IceCure Medical Ltd Q2 2026 Earnings Call Summary - Moby Strategic Performance and Operational Context 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 …

AMD Rises 3% as AI Server Demand Stays Strong

This article first appeared on GuruFocus. Shares of chipmaker Advanced Micro Devices Inc. (AMD, Financials), a rival to Nvidia in artificial intelligence, gained nearly 2.6% after good earnings and forecast from Super Micro Computer Inc. fueled hopes for ongoing demand for AI servers.Super Micro …

History Says These 3 Warning Signs Precede Major Stock Market Crashes. All 3 Are Flashing Red Right Now.

The stock market has been on a winning streak for almost four straight years. The S&P 500 hit a low of 3,577 on Oct. 12, 2022. Since then, it's more than doubled to around 7,750 today. The tech-heavy Nasdaq Composite has performed even better, …