Sharemaestro Newsreel

Super Micro Stock Jumps 13.6% on Stunning $72 Billion Outlook

This article first appeared on GuruFocus. Super Micro Computer (NASDAQ:SMCI), the AI-server powerhouse sitting right in the middle of the data-center spending boom, forecast fiscal 2027 revenue of $65 billion to $72 billion, and Wall Street took notice. Shares jumped roughly 13.6% Wednesday afternoon. …

Apple (AAPL) Stock Looks Pricey On Cash Flow Yet Fair On Earnings

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Apple stock has more than doubled over the past five years, yet the latest valuation checks suggest the current share price may be running ahead of what …

Notable Two Hundred Day Moving Average Cross - MSFY

In trading on Wednesday, shares of the Kurv Yield Premium Strategy Microsoft MSFT ETF (Symbol: MSFY) crossed below their 200 day moving average of $20.48, changing hands as low as $20.11 per share. Kurv Yield Premium Strategy Microsoft MSFT shares are currently trading off …

Cisco forecasts annual revenue above estimates on sustained AI spending

Aug 12 (Reuters) - Cisco Systems forecast fiscal 2027 revenue above Wall ‌Street expectations on Wednesday, signaling ‌confidence that strong demand for its AI ​networking gear will continue to power growth. Shares of the San Jose, California-based company rose 3% in extended trading. ‌They …

Amphenol (APH) Stock Fair Value Edges Higher After Analyst Target Increases

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. The consensus analyst price target fair value for Amphenol has shifted from US$189.39 to …

Super Micro Computer Aktie: 16,69-Prozent-Sprung nach Ausblick

Super Micro Computer-Aktie springt hoch: Gewinn zieht an - Ausblick überzeugt

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 …

Oracle (ORCL) Adds Quantum Computing To Its Cloud, So What’s The Catch?

Oracle (NYSE:ORCL) just gave its cloud story a new frontier. On August 12, the company announced a multi-year partnership with Quantinuum to bring quantum computing to Oracle Cloud Infrastructure, adding one more growth narrative to a stock that has already been on a wild …

Cisco Systems, Inc. gibt Ergebnisprognose für das erste Quartal und das Geschäftsjahr 2027 ab

Supermicro Announces Participation in Upcoming Investor Events

SAN JOSE, Calif., August 12, 2026--(BUSINESS WIRE)--Super Micro Computer, Inc. (Nasdaq: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total IT Solution Provider featuring Data Center Building Block Solutions® (DCBBS), today announced its participation in the upcoming investor conferences: Oppenheimer 29th Annual Technology, Internet & …

CISCO REPORTS FOURTH QUARTER AND FISCAL YEAR 2026 EARNINGS

SAN JOSE, Calif., Aug. 12, 2026 /PRNewswire/ --Cisco Logo News Summary: Record top and bottom-line performance with double-digit growth in Q4 and FY 2026, exceeding the high end of guidance ranges Exceptional FY 2026 operating margin results, demonstrating strong execution and operating efficiency Broad-based, …

Strong Earnings Power Tech Stocks Higher Ahead of Wholesale Inflation Report

A wave of tech earnings reports helped lift the S&P 500 back near its highest levels on record on Wednesday. The Nasdaq Composite rose 0.5%. Hot artificial intelligence stocks like Super Micro Computer and Lumentum helped power the Nasdaq higher after earnings. Continue Reading

Update: US Equity Indexes Rise as Chipmakers Boost Technology, Cooling Inflation Lifts Bets for Fed Policy Pause

(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? …

Sector Update: Consumer Stocks Mixed Late Afternoon

Consumer stocks were mixed late Wednesday afternoon with the State Street Consumer Staples Select Sector SPDR ETF (XLP) rising 0.4% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) shedding 1%.In corporate news, Brinker International (EAT) shares jumped Silver Upgrade to read …

Sector Update: Tech Stocks Gain Late Afternoon

Tech stocks were higher late Wednesday afternoon, with the State Street Technology Select Sector SPD PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have …

Salesforce Poised to Temper Revenue Growth Acceleration Outlook for Second Half, UBS Says

Salesforce (CRM) could temper expectations for an acceleration in second-half revenue amid mixed cus PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a …

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 …

Google Takes Bigger Swing at Apple With Pixel 11

This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOGL) is raising the stakes in its hardware battle with Apple (NASDAQ:AAPL), unveiling a pricier Pixel 11 lineup built around deeper Gemini integration just weeks before Apple's expected annual iPhone refresh. The $100 increase on Google's base …

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 …

SENA Health Named No. 400 on the 2026 Inc. 5000 List, the Most Prestigious Ranking of America's Fastest-Growing Private Companies

Company Recognized for 884% Three-Year Revenue Growth, Earning a Place Among the Nation's Most Successful Independent Businesses MULLICA HILL, N.J., Aug. 12, 2026 /PRNewswire/ -- SENA Health today announced it has been ranked No. 400 on the 2026 Inc. 5000 list, the annual list …

Oracle Stock Climbs After Quantum Deal, Layoffs Report

Oracle struck a partnership deal with Quantinuum. The tech giant is also considering additional layoffs as it invests in AI. Continue Reading

Formlabs Announces Former Apple Hardware Chief Dan Riccio as a Strategic Advisor and Board Changes

Dan Riccio, Former Senior Vice President, Hardware Engineering at Apple, joins Formlabs as a strategic advisor and an investor Co-Founder and Chief Executive Officer, Maxim Lobovsky, has assumed the role of Chairman of the Board Chief Product Officer, Dávid Lakatos, has been named President …

The Tariff That Helps First Solar And Hurts Everyone Else

The latest U.S. tariffs on imported solar panels could give First Solar, Inc. (NASDAQ:FSLR) a meaningful competitive advantage, according to UBS and BNP Paribas. The new tariffs include a minimum import price of $0.38 a watt and a 15% duty on covered polysilicon imports, …

Earnings To Watch: Cisco (CSCO) Reports Q2 Results Tomorrow

Networking technology giant Cisco (NASDAQ:CSCO) will be reporting earnings this Wednesday after market close. Here's what to look for. Cisco beat analysts' revenue expectations last quarter, reporting revenues of $15.84 billion, up 12% year on year. It was a very strong quarter for the …

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 …

Is Super Micro Stock a No-Brainer Buy After Posting Incredible Q4 Numbers?

Key Points Super Micro's sales nearly doubled in Q4. Its gross profit and net income also showed significant improvements from a year ago. The stock continues to trade at a low earnings multiple.10 stocks we like better than Super Micro Computer › Shares of …

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. …

Shopify Inc. (SHOP) Soars as Jim Cramer Applauds AI-Driven Business Formation

Software platforms faced selling pressure due to concerns that generative AI tools would replace traditional software architectures. However, Shopify Inc. (NASDAQ:SHOP) broke away from sector headwinds after second-quarter financial results showed AI tools driving business formation rather than displacing its e-commerce infrastructure. Because Shopify …

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 …

PayPal's Venmo: Can Monetization Sustain Its Mid-Teens Growth?

PayPal Holdings, Inc.'s PYPL Venmo is becoming a bigger part of the company's growth story as it pushes beyond peer-to-peer payments. In the second quarter of 2026, Venmo's total payment volume (TPV) rose 14% year over year, marking a seventh straight quarter of double-digit …

Update: Benign Inflation, Upbeat Earnings Reports Help Lift Equities Intraday

Stocks_Chart market equity trading wall street -Shutterstock (Updates with latest market prices and developments.)US benchmark equity indexes were higher intraday as traders digested a benign consumer inflation report and the latest batch of corporate earnings.The Nasdaq Composite was up 0.6% at 26,609.2 after midday …

Nvidia (NVDA) Stock Trades Down, Here Is Why

What Happened? Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) fell 2.1% in the afternoon session after investors grew concerned about a massive $500 billion financing plan for AI infrastructure and rising competition from major customers. The chipmaker is reportedly working with financial …