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Cathie Wood Bought $59.9 Million of Nvidia Stock Before Earnings. Here's What Investors Should Know.

Key Points Cathie Wood has added more Nvidia shares to five Ark Invest ETFs. Analysts are expecting another strong quarter from the chipmaker, with revenue growth anticipated to exceed 90%. Nvidia's earnings report is scheduled for Aug. 26.10 stocks we like better than Nvidia …

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

Applied Materials Edges Above Views With Fiscal Q3 Results, Outlook

Applied Materials beat analyst estimates for its fiscal third quarter and with its guidance for fiscal Q4. But AMAT stock slid. Continue Reading

AP2 main company
Sharemaestro market context Trend signal active 52 weeks +236.0% · Next-week setup positive 61.1% AP2 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Earnings Snapshot: Applied Materials AI, DRAM growth drive Q3 beat; Q4 outlook tops consensus

[Applied Materials campus in Silicon Valley] Sundry Photography/iStock Editorial via Getty Images [Applied Materials Q3 2026 Earnings Snapshot] Earnings Snapshot (Seeking Alpha) MORE ON APPLIED MATERIALS * Applied Materials: Strong Fundamentals, But I'm Downgrading Ahead Of Earnings [https://seekingalpha.com/article/4929357-applied-materials-strong-fundamentals-downgrading-ahead-of-earnings] * Applied Materials: July Purged Positioning, …

AP2 main company
Sharemaestro market context Trend signal active 52 weeks +236.0% · Next-week setup positive 61.1% AP2 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Applied Materials sees revenue above estimates, shares fall on high expectations

Aug 13 (Reuters) - Applied Materials forecast fourth-quarter revenue above Wall Street expectations on Thursday, betting ‌that unabated demand for advanced AI chips ‌will continue to fuel robust spending on its semiconductor manufacturing ​equipment. Yet, its shares fell 5% in extended trading on high …

AP2 main company
Sharemaestro market context Trend signal active 52 weeks +236.0% · Next-week setup positive 61.1% AP2 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Applied Materials Announces Third Quarter 2026 Results

Applied Materials, Inc. Record revenue $9.12 billion, up 25 percent year over year GAAP gross margin 50.3 percent and non-GAAP gross margin 50.4 percent GAAP EPS $3.17 and record non-GAAP EPS $3.50, up 43 percent and 41 percent year over year, respectively EPIC Center …

AP2 main company
Sharemaestro market context Trend signal active 52 weeks +236.0% · Next-week setup positive 61.1% AP2 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

These 3 companies just delivered a reality check on AI bubble fears

Yahoo Finance Tech Editor Dan Howley joins Market Domination to break down the state of the AI infrastructure race as fresh earnings from Nebius (NBIS), CoreWeave(CRWV), and Super Micro Computer (SMCI) signal that demand for AI computing power remains red-hot. The results are giving …

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

Sector Update: Tech Stocks Mixed Late Afternoon

Tech stocks were mixed late Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) rising 1.3% and the State Street SPDR S&P Semiconductor ETF (XSD) down 0.3%.The Philadelphia Semiconductor index added 1.2%.In corporate news, Amazon-backed (AMZN) Silver Upgrade to read this …

NVD mentioned INL mentioned CIS 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

Analyst Sees Trouble Brewing for Hot Chip Stocks

This article first appeared on GuruFocus. Semiconductor investors may have to endure more pain before the next leg of the AI chip boom takes hold. Sara Awad of Tech Contrarians expects semiconductor stocks to face additional downside during the second half of 2026, arguing …

ASME mentioned
Sharemaestro market context Trend signal active 52 weeks +136.7% ASME stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Why Netflix Stock Popped Today

This article first appeared on GuruFocus. Bill Ackman (Trades, Portfolio)'s Pershing Square Capital Management has built a new position in Netflix (NASDAQ:NFLX), returning to the streaming company after a costly exit in 2022, according to a six-month financial report. Warning! GuruFocus has detected 2 …

MSF mentioned UT8 mentioned
Sharemaestro market context Trend signal started 52 weeks -1.8% MSF stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Micron and Sandisk Stock Have Plummeted. Here's Why Now Is the Perfect Time to Buy

Key Points Memory chips continue to be a damper on the AI build-out. Wall Street expects huge growth for both companies over the next year. 10 stocks we like better than Micron Technology › Micron Technology(NASDAQ: MU) and Sandisk (NASDAQ: SNDK) have been up …

MTE main company
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

Microsoft Stock Rises as Ackman Reaffirms Azure Bet

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the software and cloud giant sitting at the center of the AI buildout, rose approximately 1.3% Thursday morning as Pershing Square laid out why it remains bullish. Forget the fact that this is not a new …

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

IBM partners with OpenAI to bolster enterprise AI push

IBM on Thursday announced its partnership with OpenAI to bring the AI company's models and tools to more enterprise customers, opening another avenue for OpenAI to connect with some of the world's largest companies through IBM's global consulting business as competition for corporate AI …

IBM mentioned
Sharemaestro market context Price below Trend Line 52 weeks +1.6% · Next-week setup positive 59.5% IBM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Nvidia Credit Risk Eases, Still Elevated After $500B Plan

Bloomberg's James Crombie joins Emily Graffeo on "Real Yield." Bond traders dialed back measures of credit risk associated with Nvidia after the company said it would limit its exposure in a $500 billion plan to finance the type of AI investments that are driving …

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

Nvidia Rallies 7% as Goldman Warns Earnings Bar Is High

This article first appeared on GuruFocus. Nvidia Corp. (NVDA, Financials), the dominant supplier of artificial intelligence chips, has rallied 6.6% over the past five days as investors position for its Aug. 26 earnings report. Goldman Sachs cautioned that the recent run has raised the …

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

S&P 500 Hits Record as Cooling Inflation Boosts Rate-Cut Hopes

This article first appeared on GuruFocus. The S&P 500 moved into record territory Thursday after U.S. wholesale prices showed little change in July, giving investors another indication that inflation pressures may be easing. The benchmark was recently up about 0.5%, while the Nasdaq Composite …

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

Cisco Systems' Fiscal 2027 Revenue Outlook Seen As Conservative, UBS Says

Cisco Systems (CSCO) initial fiscal 2027 revenue outlook appears conservative, with UBS's analysis of orders and backlog suggesting the implied second-half growth rate could be understated by at least 5 percentage points.The company raised its fiscal 2027 AI revenue outlook to Silver Upgrade to …

CIS main company
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

Apple Stock Rises While Norway Fund Reveals Huge Position

This article first appeared on GuruFocus. Apple (NASDAQ:AAPL), the consumer-tech giant behind the iPhone and one of the world's most powerful digital ecosystems, rose roughly 0.9% Thursday morning as Norway's Government Pension Fund Global revealed the sheer size of its Apple bet. The fund …

APC main company MSF mentioned
Sharemaestro market context Trend signal active 52 weeks +37.6% APC stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Google Just Lost One Of Its Biggest AI Names

This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOGL) is facing another test of its ability to retain elite AI talent after former Google chief scientist Jeff Dean reportedly entered talks to raise $1 billion for his new startup, Discovery Loop, at a valuation near …

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

IREN Stock Jumps as Microsoft and Nvidia Back Its AI Cloud Push

This article first appeared on GuruFocus. IREN (NASDAQ:IREN) shares climbed about 5% on Thursday after the company confirmed that its first artificial intelligence cloud installation for Microsoft (NASDAQ:MSFT) had been delivered and accepted. The project, called Horizon 1, represents the first of four planned …

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

Cisco Falls 7% Despite Strong AI Outlook

This article first appeared on GuruFocus. Cisco Systems Inc. (CSCO, Financials), the networking equipment maker, fell about 7% in premarket trading even after its latest results and outlook came in ahead of Wall Street expectations. The disconnect appears to be margins. Warning! GuruFocus has …

CIS main company
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

Visa Stock Edges Higher as Ackman Backs Network Durability

This article first appeared on GuruFocus. Visa (NYSE:V), the global payments giant, advanced approximately 0.5% Thursday morning after Pershing Square revealed a new position. The bet comes right when investors are asking tougher questions about Visa's future. Stablecoins are growing. AI agents could reshape …

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

Nvidia Stock Gains While Norway Fund Reveals Top Holding

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA), the AI-chip powerhouse at the center of the global computing boom, gained approximately 0.8% Thursday morning as another striking measure of its market dominance emerged. Norway's Government Pension Fund Global now counts Nvidia as its single …

NVD main company APC 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

Alphabet Stock Climbs as Norway Fund Ranks It Third

This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOG), the parent of Google, YouTube and Google Cloud, climbed approximately 1.1% Thursday morning as Norway's Government Pension Fund Global revealed the sheer size of its bet on the tech giant. The fund valued its Alphabet position …

APC mentioned MSF mentioned
Sharemaestro market context Trend signal active 52 weeks +37.6% APC stored weekly price path from 15 Aug 2025 to 7 Aug 2026

JP Morgan Revises Microsoft Stock Target For 2026

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is winning a more bullish call from JPMorgan (NYSE:JPM) as accelerating Azure growth and expanding Copilot adoption strengthen the case that its massive AI infrastructure buildout is beginning to translate into higher-value software revenue. Analyst Samik …

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

Bernstein Makes Big Call on Super Micro Stock

This article first appeared on GuruFocus. Super Micro Computer (NASDAQ:SMCI) is winning fresh Wall Street support after issuing unusually strong fiscal 2027 guidance, but Bernstein is stopping short of turning bullish. The firm raised its price target to $42 from $37 while maintaining a …

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

Apple opens Advanced Manufacturing Center in Houston

New training center helps American workers and businesses expand smart manufacturing skills CUPERTINO, Calif., August 13, 2026--(BUSINESS WIRE)--Apple® today opened its new Advanced Manufacturing Center (AMC) in Houston. The center offers free training and educational sessions for small- and medium-sized businesses, giving them direct …

APC main company
Sharemaestro market context Trend signal active 52 weeks +37.6% APC stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Intuit's AI and Mid-Market Push: Can Growth Follow Through?

Intuit Inc. INTU is significantly expanding its mid-market strategy by positioning QuickBooks Online Advanced for larger, fast-growing businesses and Intuit Enterprise Suite ("IES") for complex, multi-entity organizations. Its key product push, Intuit Intelligence Chat, allows finance teams to ask questions, generate reports, identify anomalies, …

ITU main company MSF mentioned
Sharemaestro market context New activity signal 52 weeks -53.0% · Next-week setup positive 55.1% ITU stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Super Micro Stock Is on a Tear. Why the Market Loved Its Earnings More Than Cisco’s.

Super Micro Computer stock continued its post-earnings rally Thursday while Cisco Systems —another hardware maker that has gotten an artificial-intelligence boost—fell hard. Super Micro stock surged 8% on Thursday to $40.63. Super Micro reported fiscal fourth-quarter financial results after the stock market closed Tuesday. …

MS51 main company CIS 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

How Nvidia’s $500 Billion AI Infrastructure Financing Push Could Impact NVIDIA (NVDA) Investors

Nvidia recently unveiled memorandums of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to create independent compute financing platforms intended to mobilize over US$500.00 billion of third‑party capital for global AI infrastructure buildouts across data centers and "AI factories." This move effectively …

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

Stocks See Support from Favorable PPI Report

The S&P 500 Index ($SPX) (SPY) is up +0.57%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +1.22%. September E-mini S&P futures (ESU26) are up +0.58%, and September E-mini Nasdaq futures (NQU26) are …

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

Microsoft (MSFT) Is Pulling Back From China. Should Investors Worry?

Microsoft (NASDAQ:MSFT) once treated the idea of leaving China as unthinkable. Back in 2010, when Google walked away over censorship concerns, Bill Gates and then-CEO Steve Ballmer thought Google was overreacting. Fast forward to August 13, and Reuters reports that at least 15 Microsoft …

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

3 Reasons Investors Love Amphenol (APH)

3 Reasons Investors Love Amphenol (APH) Amphenol trades at $168 per share and has stayed right on track with the overall market, gaining 16.6% over the last six months. At the same time, the S&P 500 has returned 11.7%. Is now a good time …

XPH mentioned
Sharemaestro market context Trend signal active 41 weeks +77.6% XPH stored weekly price path from 31 Oct 2025 to 7 Aug 2026

Stock Market Today: Nasdaq 100 Leads Upside; Sellers Yank Coach Bag Firm Lower (Live Coverage)

Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings. Continue Reading

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 Stock Extends Rally After Blockbuster Earnings

This article first appeared on GuruFocus. Super Micro Computer (NASDAQ:SMCI) shares climbed about 7% Thursday, extending a sharp move that followed the company's latest quarterly update and stronger expectations for future AI server demand. Super Micro Computer has benefited from growing orders for systems …

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

S&P 500 tags an all-time high and these 20 names have helped fuel the rally

[S&P Market Index Concept with Financial Graphs] AlexSecret The S&P 500 (SP500 [https://seekingalpha.com/symbol/SP500]) climbed to a fresh all-time high of 7,816.70 on Thursday, surpassing its prior record of 7,793.68 set on August 5. The benchmark advanced 0.6% for the session and is now up …

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

Cisco Stock Tumbles 8.8% as AI Hardware Squeezes Margins

This article first appeared on GuruFocus. Cisco Systems (NASDAQ:CSCO), the networking and cybersecurity giant, tumbled roughly 8.8% in Thursday's regular session even after putting up record quarterly numbers and forecasting a stronger-than-expected year ahead. That tells you exactly where Wall Street's attention is: not …

CIS main company
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

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