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Cerebras Systems (CBRS) Is Uniquely Positioned to Own the Fast Inference Market

Baron Capital, an investment management company, released its Q2 2026 investor letter for the "Baron Opportunity Fund". A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 …

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

3 Stocks to Buy After Post-Earnings Crashes

Stocks are often volatile around earnings, and even the slightest misstep can sometimes lead to big sell-offs. For long-term investors, though, these dips can be great buying opportunities, as the reasons behind them often have very little impact on a company's future prospects. Sandisk …

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

Nvidia's $70 billion bet on OpenAI, Anthropic, and others could pay off big for shareholders

Arguably, no one has more at stake than Nvidia (NVDA) in the AI boom. Next-gen companies such as Elon Musk's SpaceX (SPCX) are clamoring for Nvidia's high-powered computing chips, which are at the heart of the investment thesis on the company. But investors should …

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

Super Micro Computer Q4 Earnings Beat Estimates, Revenues Rise Y/Y

Super Micro Computer, Inc. SMCI reported fourth-quarter fiscal 2026 non-GAAP earnings of $1.70 per share, beating the Zacks Consensus Estimate of 68 cents. The bottom line increased 315% year over year. SMCI generated net sales of $11.12 billion, which increased 93% year over year …

AMD main company
Sharemaestro market context Trend signal active 52 weeks +165.0% · Next-week setup positive 62.3% AMD stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Amazon Just Exploded 13% on Its AWS Quarter. This Fund Pays You Every Friday to Own It

Quick Read AMZN surged 13% after AWS posted 37% revenue growth, and AMZW matched that gain while delivering weekly distributions at roughly a 40% annualized rate. Unlike typical covered-call ETFs that sacrifice upside during big rallies, AMZW's swap structure tracked AMZN's full move while …

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

This HVAC Stock Has Outperformed Nvidia Over the Past 5 Years. Yes, Really

Nvidia has become so popular as a stock that it has gone from a hot pick to the world's largest company by market capitalization. So, it's somewhat of a surprise that another stock, which many investors may not be familiar with yet, has easily …

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

Nebius Stock Soars 20% As Revenue, EBITDA Beat Estimates

Nebius stock rose after the cloud computing specialist reported a smaller-than-expected Q2 loss while revenue topped expectations. Continue Reading

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

Elon Musk Says AI Will Be SpaceX's Biggest Business by September: Does the Math Check Out?

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. SpaceX(NASDAQ:SPCX) CEO Elon Musk says artificial intelligence will overtake everything else the company sells as soon as next month. In an all-hands meeting, Musk said AI revenue …

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

1 Vanguard ETF That Outperforms the S&P 500 and Still Has Room to Run

Key Points The "Magnificent Seven" stocks account for over 53% of this Vanguard ETF. This has helped the ETF outperform the S&P 500 in 13 of the past 20 years. Sluggish performance among its top 10 holdings has slowed returns this year.10 stocks we …

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

MYR Group and Turtle Beach have been highlighted as Zacks Bull and Bear of the Day

For Immediate Release Chicago, IL – August 12, 2026 – Zacks Equity Research shares MYR Group Inc. MYRG as the Bull of the Day and Turtle Beach Corp. TBCH as the Bear of the Day. In addition, Zacks Equity Research provides analysis on Intel …

NVDA mentioned 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

The Zacks Analyst Blog Highlights Quantinuum, IonQ, NVIDIA, IBM, QTUM, ARQQ, WQTM and CHPX

For Immediate Release Chicago, IL – August 12, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in …

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

Supermicro Soars On Report. Why Nvidia Is Also Rallying.

Super Micro Computer's upbeat second-quarter earnings report provided a positive read-through for partner Nvidia. Continue Reading

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

CoreWeave & Super Micro earnings are quieting AI concerns. What does this mean for Nvidia?

CoreWeave (CRWV) and Super Micro Computer (SMCI) stocks are both surging after the companies reported quarterly earnings. Westwood's chief investment officer of alternative and multi-asset investments Adrian Helfert and Yahoo Finance Senior Reporter Brooke DiPalma discuss what the results suggest about overall AI demand. …

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

The Zacks Analyst Blog Highlights NVIDIA and Western Digital

For Immediate Release Chicago, IL – August 12, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in …

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

CoreWeave, Nebius soar as AI spending powers growth

CoreWeave (CRWV) and Nebius (NBIS) shares skyrocket following earnings, as revenue surges to "stupid" levels and demand for AI infrastructure continues to soar. Both companies are benefiting from an AI spending boom that is accelerating faster than Wall Street expected. Video Transcript 00:00 Julie …

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

Stock Market Today: Nasdaq Charges Higher On Inflation Data; Nvidia Ally Soars (Live Coverage)

Stock Market Today: The Dow Jones index rises on a key CPI inflation report. Nvidia partner CoreWeave soars on earnings. Continue Reading

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

Zacks Investment Ideas feature highlights: Archer Aviation, Boeing, Palantir, NVIDIA, SpaceX and United Airlines

For Immediate Release Chicago, IL – August 12, 2026 – Today, Zacks Investment Ideas feature highlights Archer Aviation ACHR, Boeing BA, Palantir PLTR, NVIDIA NVDA, SpaceX SPCX and United Airlines UAL. Archer Aviation: Ready for Takeoff? Zacks Rank #2 (Buy) company Archer Aviation is …

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

Super Micro Advances 13%, Dell Gains 5%, HPE Rises 3% on Blowout AI Server Guidance

Quick Read Super Micro Computer's FY2027 revenue guidance of between $65B and $72B crushed the $52.5B estimate, sending SMCI up 13% and Dell up 5%. NVIDIA gained 2.5% as Super Micro's record $60B order book signals sustained conviction in GPU-powered AI server demand. Barclays, …

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

Tech leads sectors higher in early trading as chip stocks gain: AlphaCheck

Good morning. Stocks traded higher on Wednesday after the Consumer Price Index report showed inflation moderated in July amid volatile oil price moves during the month. The Nasdaq Composite (^IXIC) led the major indexes after earnings from key AI infrastructure plays boosted tech stocks. …

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

Nvidia Will Be The World’s First $10 Trillion Company

AI is the most important tech advance in human history, and perhaps the greatest investment of all time. One only has to talk to the hundreds of millions of people who use it (or perhaps billions) and the army of companies around the world …

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

TSMC & Sony Establish JV in Japan to Develop Smartphone Image Sensors

Taiwan Semiconductor Manufacturing Company TSM, or TSMC, and Sony Semiconductor Solutions have executed a legally binding definitive agreement to establish Advanced Vision Semiconductor Manufacturing Corporation, a joint venture (JV) in Kumamoto, Japan. The JV will focus on developing and manufacturing smartphone image sensors, with …

AMD mentioned
Sharemaestro market context Trend signal active 52 weeks +165.0% · Next-week setup positive 62.3% AMD stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Tim Cook Is Handing Off Apple to John Ternus as CEO on Sept. 1. Here's How Apple's Stock Has Performed Over Cook's 15-Year Tenure.

When Tim Cook took over as CEO of Apple (NASDAQ: AAPL) 15 years ago, expectations were high. Founder and former CEO Steve Jobs had brought it back from the brink of bankruptcy and made it the most valuable company in the world. And of …

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

AI-Race-Based Dilution: Why Meta Is More Dangerous Than Alphabet

Quick Read Meta (META) saw operating margin collapse from 43% to 31% while Alphabet (GOOGL) expanded margins, powered by Google Cloud growing 82%. Meta's paused buybacks leave stock-based compensation unhedged, quietly expanding share count while Alphabet's $53B free cash flow absorbs vesting pressure. Alphabet's …

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

Kinder Morgan Just Locked In a $5 Billion Pipeline Deal. Here's What It Means for KMI's Dividend.

Kinder Morgan (NYSE: KMI), Phillips 66 (NYSE: PSX), and HF Sinclair (NYSE: DINO) just finalized a joint venture (JV) and made a final investment decision to build the Western Gateway Pipeline System. Valued at $5 billion, the 1,300-mile Western Gateway system will move refined …

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

NVIDIA's $500B Funding Push: Can It Unlock More Revenue Growth?

NVIDIA Corporation NVDA is taking a major step to accelerate the AI infrastructure buildout by partnering with six leading financial institutions to create financing platforms that could mobilize more than $500 billion of third-party capital over time. The partnerships involve Apollo, BlackRock, Blackstone, Brookfield, …

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

Intuitive Surgical (ISRG) Stock Has Plunged 33% in 2026. Here's Why One Fund Manager Remains Bullish -- and Why I Do, Too.

If you're not familiar with Intuitive Surgical (NASDAQ: ISRG), know this: It's a massive robotic surgical systems specialist, with a recent market value topping $135 billion. That market value was quite a bit higher not so long ago, though -- because while the stock …

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

4 Semiconductor Stocks to Buy Amid Top Hyperscalers' $745B AI CapEx Bet

Artificial intelligence (AI) is rapidly changing the semiconductor industry, and the next leg of growth could be driven by an enormous increase in infrastructure spending. Four top hyperscalers, Amazon, Alphabet, Microsoft and Meta Platforms, are expected to spend roughly $720 billion to $745 billion …

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

Fabric.AI and Kopin Expand Neural I/o™ Program with Several New Non-Disclosure Agreements Across the AI Interconnect Ecosystem

NDAs include several with NVIDIA NVLink partners NEW YORK, NY, Aug. 12, 2026 (GLOBE NEWSWIRE) -- Fabric.AI (Nasdaq: FABC) ("Fabric.AI" or the "Company"), an AI infrastructure company developing a suite of fabless semiconductor technologies for next-generation AI factories, today announced expanded industry engagement around …

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

AI Titans Unite at JFrog swampUP 2026 to Define the Future of the Software Supply Chain

Software and security visionaries from Anthropic, Cursor, Google-Wiz, Microsoft, NVIDIA, and more unite to chart the future of trusted software and AI delivery at scale SUNNYVALE, Calif., August 12, 2026--(BUSINESS WIRE)--JFrog Ltd (Nasdaq: FROG), the Liquid Software company and creators of the JFrog Software …

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

Markets still underpricing AI’s hit to earnings, Apollo says

[Artificial intelligence, question mark, cognitive ability, digital brain, communication and connection of knowledge by technology, data, futuristic innovation] BeritK/iStock via Getty Images Apollo Global Management’s chief economist, Torsten Slok, warns that financial markets may still be underestimating the disruptive force of artificial intelligence on …

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

Stocks Settle Lower Ahead of Wednesday’s CPI Report

The S&P 500 Index ($SPX) (SPY) closed down -0.32% on Tuesday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.34%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.33%. September E-mini S&P futures (ESU26) fell -0.35%, and September E-mini Nasdaq futures (NQU26) …

AMD mentioned
Sharemaestro market context Trend signal active 52 weeks +165.0% · Next-week setup positive 62.3% AMD stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Crypto.com Launches Tokenized Stock Derivatives

Crypto.com Launches Tokenized Stock Derivatives Crypto.com has launched tokenized derivatives that track 1,500 U.S. stocks and exchange-traded funds (ETFs). The introduction of tokenized stock derivatives comes as the crypto exchange looks to tap traditional equity markets. Privately held Crypto.com said that eligible users in …

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

ARKX vs. NASA ETF: Identical Fees, Different Space Strategies

Key Points ARK Space & Defense Innovation ETF and Tema Space Innovators ETF both carry an identical 0.75% expense ratio. Tema's ETF manages $1.3 billion in assets under management (AUM) despite being the newer fund. The ARK ETF concentrates heavily on the industrials sector.10 …

AMD mentioned
Sharemaestro market context Trend signal active 52 weeks +165.0% · Next-week setup positive 62.3% AMD stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Intel vs. Qualcomm: Which Chip Stock is the Better Buy Now?

Intel Corporation INTC and Qualcomm Incorporated QCOM are two premier U.S.-based semiconductor firms focusing on AI (artificial intelligence), advanced chip technologies and the data center semiconductor ecosystem. Both are competing hard in the AI-powered PC processor market, with Intel pushing Xeon-based AI infrastructure and …

NVDA mentioned 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

Thinking of a 401(k) Loan? Here's Why You May Want to Reconsider.

If you're short on cash and need money in a pinch, borrowing from your 401(k) might seem like an easy solution. After all, you're borrowing from yourself, which means the interest you pay on your loan goes back into your own retirement account. That …

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

Photonics Emerges As the Next AI Infrastructure Trade: ETFs in Focus

GPUs have long been viewed as the critical bottleneck in artificial intelligence (AI), but attention is increasingly shifting toward data transmission. As GPU clusters scale to tens of thousands of chips for training massive foundation models, traditional copper connections face growing limitations in distance, …

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

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