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July Inflation Data Came in as Expected, Lowering the Odds of a Fed Hike in September Yet Again

With an important Federal Open Market Committee (FOMC) just about a month away, all eyes were on the recently released July inflation report. The Consumer Price Index (CPI) rose 0.1% in July and was up 3.4% year over year, in line with economists' estimates. …

NVD mentioned
Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8% NVD stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Why Super Micro Computer Stock Popped Today

Key Points Super Micro Computer beat on earnings but missed on sales last night. The server-maker forecast strong sales growth in fiscal 2027 -- but made no promises on free cash flow.10 stocks we like better than Super Micro Computer › Super Micro Computer …

MS51 main company NVD mentioned
Sharemaestro market context Price above Trend Line 52 weeks -30.6% MS51 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Nvidia’s $500B Infrastructure Deal: Wall Street Vote of Confidence or Another Circular Deal for the AI Bubble?

Quick Read Wall Street's $500 billion private capital commitment to Nvidia's AI infrastructure signals institutional confidence in AI as a proven, serious investment capable of ROI. AI compute is emerging as a futures-market commodity, shifting the technology from an experiment into a legitimate, investable …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8% NVD stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Nebius Second-Quarter Revenue Exceeds Estimates Amid Robust AI Cloud Gains

Nebius Group NBIS.jpg -Shutterstock Nebius (NBIS) reported stronger-than-expected second-quarter revenue on Wednesday as robust demand for artificial intelligence capacity drove more than 500% year-over-year growth in the Dutch company's cloud business. The cloud computing company's overall revenue surged to $582.3 Silver Upgrade to read …

MSF mentioned
Sharemaestro market context Trend signal started 52 weeks -1.8% MSF stored weekly price path from 15 Aug 2025 to 7 Aug 2026

LITE Q4 Earnings Beat as AI Demand Drives Optical Growth Surge

Lumentum LITE reported fourth-quarter fiscal 2026 non-GAAP earnings of $3.23 per share, which rose 267% year over year and beat the Zacks Consensus Estimate by 8.03%. Revenues surged 109.3% year over year to $1.01 billion and topped the consensus mark by 1.79%. Cloud and …

NVD mentioned
Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8% NVD stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Cerebras Earnings Prediction Market Preview: What Will Andrew Feldman Say?

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Cerebras Systems Inc.(NASDAQ:CBRS) reports second-quarter earnings after the bell today, its second report as a public company. Analysts expect a loss of roughly 17 cents per share, …

AMD mentioned
Sharemaestro market context Trend signal active 52 weeks +175.8% · Next-week setup positive 58.8% AMD stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Tech just got cheaper - what it means for the bull market

In today's Chart of the Day, Yahoo Finance Markets & Data Editor Jared Blikre breaks down the tech market's latest reset, why valuations are becoming more attractive even as earnings remain strong, and what it could mean for the broader bull market heading into …

MSF mentioned
Sharemaestro market context Trend signal started 52 weeks -1.8% MSF stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Michael Burry Sends Chilling Warning on Nvidia's $500 Billion AI Plan

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) is facing fresh scrutiny over its planned $500 billion AI infrastructure financing initiative after investor Michael Burry (Trades, Portfolio) questioned the structure of the transactions in a Wednesday post on X. Warning! GuruFocus has detected 6 …

NVD mentioned
Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8% NVD stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Could This Company Berkshire Owns a 37% Stake in Become the Google of Audio Advertising?

Sitting quietly in Berkshire Hathaway's portfolio is SiriusXM Holdings (NASDAQ: SIRI), which only accounts for 1.1% of the conglomerate's total portfolio. Looking a little more closely, however, shows that while its stake is small as a percentage in the portfolio, Berkshire still owns a …

NVD mentioned
Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8% NVD stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Advantage Solutions (ADV) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Wednesday, Aug. 5, 2026, at 8:30 a.m. ET CALL PARTICIPANTS Chief Executive Officer - Dave Peacock Chief Financial Officer - Chris Growe Full Conference Call Transcript Operator: Welcome to Advantage Solutions Second Quarter Earnings Conference Call. Dave Peacock, …

SAP mentioned
Sharemaestro market context Price above Trend Line 52 weeks -23.6% · Next-week setup positive 55.4% SAP stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Global Artificial General Intelligence (AGI) Market Report 2026–2033: Evaluating Foundation Models, Autonomous Agents, and Market Strategies of OpenAI, Meta, Google, xAI, and NVIDIA

Company Logo Accelerating technical breakthroughs highlighted by OpenAI's and Microsoft's autonomous agent rollouts, DeepSeek's open-weights architecture disruptions, xAI's compute expansions, and Meta's open multimodal research—are propelling the global artificial general intelligence market toward a projected $1.55 billion by 2033. This 150-page study delivers an …

NVD mentioned MSF mentioned
Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8% NVD stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Nvidia CEO Jensen Huang Says 'First Time' That Chips Have Become An Investable Asset Class as BlackRock, Blackstone and Others Join $500 Billion AI Push

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. On Monday, Nvidia Corp. announced that it is teaming up with six of Wall Street's biggest asset managers to unlock more than $500 billion in financing for …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8% NVD stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Uber's AV Ambitions in London Receive a Boost: Here's How

Uber Technologies UBER and Wayve have moved closer to introducing autonomous rides in London after Transport for London (TfL) awarded Private Hire Vehicle licenses to several of Wayve's self-driving, all-electric Ford Mustang Mach-E vehicles. Equipped with the Wayve AI Driver as well as surrounding …

UT8 main company
Sharemaestro market context Price above Trend Line 52 weeks -18.5% UT8 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

omain-Specific LLM Platforms Market Report 2026–2033: Evaluating Custom Fine-Tuning, RAG Architectures, and Market Shares of Microsoft, Google, NVIDIA, and IBM

Company Logo Accelerating shift from general-purpose AI to industry-tailored solutions—highlighted by Microsoft's clinical AI advancements, Google's expanded Vertex AI vertical models, NVIDIA's domain-specific NIM microservices, and IBM's compliance-driven Granite LLMs—is propelling the global domain-specific LLM platforms market toward a projected $15.54 billion by 2033. …

NVD mentioned MSF mentioned IBM mentioned
Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8% NVD stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Western Digital's $3.5B FCF: Can Growth Continue in Fiscal 2027?

Western Digital Corporation WDC delivered an impressive $3.5 billion in free cash flow ("FCF") for fiscal 2026, representing a 27% FCF margin. In the fiscal fourth quarter alone, FCF reached $1.3 billion, translating into a solid 34% margin. This robust performance highlights the company's …

WDC main company
Sharemaestro market context Trend signal active 41 weeks +666.5% · Next-week setup positive 61.6% WDC stored weekly price path from 31 Oct 2025 to 7 Aug 2026

Cava Rises on Sales; CoreWeave Sores on AI Outlook | Stock Movers

On this episode of Stock Movers:- Cava (CAVA) is also rising this morning as sales jumped with Americans flocking to Pita Chips, Salmon, and other Mediterranean-diet oriented foods.- Super Micro (SMCI) is giving a sales outlook that topped even the rosiest projections. That along …

MS51 mentioned
Sharemaestro market context Price above Trend Line 52 weeks -30.6% MS51 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Nvidia partners with Goldman Sachs, BlackRock to fund AI build-out — but there's one big risk

Nvidia (NVDA) is partnering with BlackRock (BLK), Goldman Sachs (GS), Blackstone (BX), and other major firms on Wall Street to fund its AI build-out. Monachil Capital Partners managing partner and chief investment officer Ali Meli breaks down the structure of the financing agreement, highlighting …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8% NVD stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Akamai Q2 Earnings Highlight AI Growth, Cloud Gains and Margin Risk

Akamai Technologies, Inc. AKAM reported second-quarter 2026 results that showed continued demand for its AI infrastructure and cybersecurity offerings. Revenue and adjusted earnings topped the Zacks Consensus Estimate, while higher operating expenses and infrastructure investments pressured profitability. Akamai Beats on Revenue and Adjusted EPS …

NVD mentioned
Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8% NVD stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Akamai Stock Falls 22% in 3 Months as AI Growth Meets Execution Risks

Akamai Technologies, Inc. AKAM shares have declined 22.0% over three months, putting the company's shift toward AI infrastructure under greater investor scrutiny. The pullback comes as Cloud Infrastructure Services grows rapidly, while the legacy Delivery business remains under pressure. The key question is whether …

NVD mentioned
Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8% NVD stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Jamie Dimon Just Issued a Warning About AI Stocks. History Says the Smartest Investors Are Making This 1 Move.

Jamie Dimon, CEO of JPMorgan Chase, is one of the most respected voices in American business. When he raises concerns about the stock market, it's worth paying attention. In a recent interview with Wilfred Frost on the Master Investor Podcast, Dimon said that the …

NVD mentioned
Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8% NVD stored weekly price path from 15 Aug 2025 to 7 Aug 2026

The Dow Is Down. The AI Rotation Shows Signs of Life.

The Dow Jones Industrial Average was down 22 points, after rallying at the open. Optical networking and chip stocks were also rallying. Consumer discretionary, communication services, materials, energy, and health care were the laggards, while tech, real estate, and utilities were leading at the …

MS51 mentioned
Sharemaestro market context Price above Trend Line 52 weeks -30.6% MS51 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Does Palantir’s Agentic Moat Finally Justify Its Premium Valuation Multiple?

Quick Read Palantir's ontological moat and AIP bootcamp strategy make it an early leader in high-margin agentic AI software adoption. At 150x trailing P/E, Palantir's valuation looks stretched, and Dr. Michael Burry warns frontier AI labs could disrupt its edge. It sounds nuts, but …

PTX main company
Sharemaestro market context Price above Trend Line 52 weeks -3.3% · Next-week setup positive 57.1% PTX stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Why Intel (INTC) Stock Is Down Today

What Happened? Shares of computer processor maker Intel (NASDAQ:INTC) fell 3.7% in the morning session after the company announced a plan to issue $15 billion in common stock. This move is expected to increase the total number of shares available, which can dilute the …

INL main company
Sharemaestro market context Trend signal active 52 weeks +307.0% INL stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Can SNPS Leverage AI to Accelerate Chip Design and Drive Growth?

Synopsys SNPS is benefiting from the large AI infrastructure expansion, which is fueling semiconductor R&D, system-level design activity and demand for advanced AI computing capabilities. The company is integrating AI throughout its product portfolio to automate engineering processes, accelerate design cycles and enhance customer …

SYP mentioned
Sharemaestro market context Price below Trend Line 52 weeks -31.9% · Next-week setup positive 56.7% SYP stored weekly price path from 15 Aug 2025 to 7 Aug 2026

European Equities Traded in the US as American Depositary Receipts Edge Lower in Wednesday Trading

European equities traded in the US as American depositary receipts were edging lower late Wednesday 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 …

SAP mentioned NOA3 mentioned ERCB mentioned ERCG mentioned
Sharemaestro market context Price above Trend Line 52 weeks -23.6% · Next-week setup positive 55.4% SAP stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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 …

NVD mentioned
Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8% NVD 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 …

NVD mentioned
Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8% NVD stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Amazon Raises 2026 AI Spending to $220B: Smart Bet or Riskier Trap?

Amazon AMZN has pushed its 2026 capital expenditure forecast to roughly $220 billion, up from the $200 billion guided earlier in the year, with the increase tied primarily to higher memory and component costs and continued build-out of AI and cloud infrastructure. The revised …

MSF mentioned
Sharemaestro market context Trend signal started 52 weeks -1.8% MSF stored weekly price path from 15 Aug 2025 to 7 Aug 2026

SK Hynix and SanDisk Climb 8%, Western Digital Gains 4% as Memory Shortage Deepens

Quick Read SK Hynix (SKHY) and SanDisk (SNDK) each surged 8% Wednesday after Temasek announced direct investments and Micron's CBO warned 2027 supply will be even tighter. Micron (MU) jumped 6% and the Roundhill Memory ETF (DRAM) rose 8%, yet both trade below 21x …

MTE mentioned
Sharemaestro market context Trend signal active 52 weeks +636.2% · Next-week setup positive 59.7% MTE 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 …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8% NVD stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Oracle vs SMCI: Two AI Buildout Bets, One Big Catch

Quick Read Oracle's $638B backlog and Supermicro's doubled gross margin signal AI strength, but both companies burned billions in cash during FY2026. Oracle's chip-neutral multicloud strategy embeds datacenters inside AWS, Google, and Microsoft, while Supermicro's export-control review remains its biggest overhang. Oracle's 36% operating …

ORC main company MS51 mentioned
Sharemaestro market context Price below Trend Line 52 weeks -40.4% · Next-week setup positive 55.8% ORC stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Bechtle AG (BECTY) (Q2 2026) Earnings Call Highlights: Record Order Intake and Raised Guidance ...

This article first appeared on GuruFocus. Business Volume Growth: Increased by 18% in Q2, with organic growth of 13%; first-half business volume rose 15.6%. Organic Sales Growth: Increased by 10% in Q2. Order Intake: Increased by 26% in Q2. Earnings Before Tax (EBT): Grew …

BC8 main company
Sharemaestro market context Price above Trend Line 52 weeks -3.9% BC8 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Microsoft Corporation (MSFT) vs. Meta Platforms, Inc. (META): Two Different Bets Behind Big Tech’s $1 Trillion Lease Bill

On August 4, Reuters reported that Microsoft Corporation (NASDAQ:MSFT), Meta Platforms, Inc. (NASDAQ:META), Oracle, Amazon, and Alphabet have together committed roughly $1.09 trillion in future lease payments for facilities that haven't even opened yet, mostly AI data centers. Microsoft's own pipeline is the largest …

MSF main company ORC mentioned
Sharemaestro market context Trend signal started 52 weeks -1.8% MSF stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Why Intel’s $20 Billion Stock Offering Is Actually a Great Sign for the Company

Shares of Intel have been under pressure this week since the chip maker announced a $20 billion stock offering. UBS analyst Timothy Arcuri wrote Wednesday that Intel’s $20 billion stock offering will “remove an overhang” for the stock as it will allow the chip …

INL main company APC mentioned
Sharemaestro market context Trend signal active 52 weeks +307.0% INL stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Fortinet Lifts 2026 Guidance on Firewall, SASE Demand: Buy the Stock?

Fortinet, Inc. FTNT has given investors fresh reason to pay attention after raising its full-year 2026 guidance on the back of accelerating firewall refresh cycles and surging SASE adoption. The upgraded outlook, delivered alongside second-quarter results, points to durable, broad-based demand across the company's …

CIS mentioned
Sharemaestro market context Trend signal active 52 weeks +86.4% · Next-week setup positive 58.9% CIS 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 MS51 main company AP2 mentioned
Sharemaestro market context Trend signal active 52 weeks +175.8% · Next-week setup positive 58.8% AMD stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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