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ON Semiconductor (ON) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Tuesday, Aug. 4, 2026 at 8:00 a.m. ET CALL PARTICIPANTS Vice President of Investor Relations and Corporate Development - Parag AgarwalPresident and Chief Executive Officer - Hassane El-KhouryChief Financial Officer - Thad Trent TAKEAWAYS Revenue -- ON Semiconductor(NASDAQ:ON) …

XS4 main company
Sharemaestro market context Trend signal ended 52 weeks +67.0% XS4 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

This Is the Big Question With Micron Technology Stock

Key Points Micron's stock trades at a discount given the uncertainty the business faces in the long run. Once the shortage in memory and storage products ends, its days of exceptionally high growth may be over. SK Hynix recently announced a significant $38 billion …

MTE main company
Sharemaestro market context Trend signal active 52 weeks +717.5% · Next-week setup positive 59.9% MTE stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Microsoft's AI Data Center Push: Growth Engine or Capex Trap?

Microsoft's MSFT escalating data center investment stands at the center of investor debate, as the company's push to expand AI infrastructure capacity now runs into the hundreds of billions of dollars, testing whether the spending will convert into durable earnings power or erode near-term …

ORC mentioned
Sharemaestro market context Price below Trend Line 52 weeks -34.0% · Next-week setup positive 56.7% ORC stored weekly price path from 22 Aug 2025 to 14 Aug 2026

West Physics Ranks No. 4253 on the 2026 Inc. 5000 List of America's Fastest-Growing Private Companies

With Three-Year Revenue Growth of 51% Percent, This Marks West Physics' 12th Time on the List ATLANTA and NEW YORK, Aug. 11, 2026 /PRNewswire/ -- Inc., the leading media brand and playbook for the entrepreneurs and business leaders shaping our future, today announced that …

ORC mentioned ITU mentioned
Sharemaestro market context Price below Trend Line 52 weeks -34.0% · Next-week setup positive 56.7% ORC stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Polymarket makes moves to get house in order before expected boom times for prediction markets this fall

Prediction market platform Polymarket is preparing for what's expected to be a busy fall season for event contract exchanges by making high-profile hires and restructuring its marketing strategy. Polymarket hired Travis VanderZanden, founder of E-Scooter startup Bird in 2017, as its chief growth officer. …

UT8 mentioned
Sharemaestro market context Price above Trend Line 52 weeks -20.7% UT8 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Can MRVL's NVDA Alliance Help it Challenge ALAB & AVGO?

Marvell Technology MRVL and NVIDIA NVDA are collaborating on advanced networking and optical technologies. Their expanded partnership includes silicon photonics and advanced optical interconnect solutions, areas in which MRVL has established capabilities in optical DSPs, silicon photonics and high-speed connectivity, and NVIDIA has NVLink …

AMD mentioned
Sharemaestro market context Trend signal active 52 weeks +199.8% · Next-week setup positive 56.1% AMD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Small Biz Index, Existing Home Sales & More Earnings

Tuesday, August 11th, 2026 Pre-market futures are correcting Monday's slight selloff at this hour; ultimately, as we had said in this space yesterday, we don't expect much movement either direction until inflation reports begin to hit the tape Wednesday morning with the Consumer Price …

MS51 mentioned
Sharemaestro market context Trend signal started 52 weeks -9.2% · Next-week setup negative 39.2% MS51 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

International Business Machines (IBM), What Is Driving Fresh Attention Today?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. International Business Machines (IBM) has just completed a CAD 997.11 million fixed income offering of 4.750% notes due August 15, 2034. This provides …

IBM main company
Sharemaestro market context Price below Trend Line 52 weeks -0.4% · Next-week setup positive 60.1% IBM stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Beyond Space: AI Compute & Starlink Drive SpaceX Growth

The Average IPO Corrects Roughly 50% Earlier this year, Space Exploration Technologies (SPCX) became the largest initial public offering (IPO) in history with a valuation near $2 trillion. Despite SpaceX's size, its near-monopoly in its industry, and being one of the most hyped IPOs …

PTX mentioned
Sharemaestro market context Price above Trend Line 52 weeks +10.5% · Next-week setup positive 57.5% PTX stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Trump says 401(k)s are up ‘double and triple’ as America enters golden age — are you all set to get rich?

Nathan Howard/ Getty Images Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. President Donald Trump says Americans' retirement accounts are enjoying a historic run — and he believes the best may still be ahead. During a …

NVD mentioned
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Nvidia, Micron, DJT, SpaceX, Rocket Lab, Plug Power, Fermi, and More Stocks That Explain Today’s Market

The chip maker’s plan to line up $500 billion in financing for its customers is getting a tentative thumbs-up from shareholders, including Cathie Wood’s ARK Invest which is scooping up shares. Micron Technology gained 0.6% to $865.94. The stock has declined 12% over the …

MTE main company INL mentioned
Sharemaestro market context Trend signal active 52 weeks +717.5% · Next-week setup positive 59.9% MTE stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Silent Push Named No. 184 on the 2026 Inc. 5000 List, the Most Prestigious Ranking of America's Fastest-Growing Private Companies

Company Recognized for 1,744% Three-Year Revenue Growth, Earning a Place Among the Nation's Most Successful Independent Businesses RESTON, Va., Aug. 11, 2026 /PRNewswire/ -- Silent Push, the leader in preemptive cybersecurity intelligence, today announced it has been ranked No. 184 on the 2026 Inc. …

MSF mentioned ORC mentioned
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Fastino Labs Releases Two Specialized Open-Weight Models for Finance and Healthcare, Post-Trained on NVIDIA Nemotron 3.5 Lightning Entirely using an Agent

Fastino-Nemotron-3.5-Lightning-Finance and Fastino-Nemotron-3.5-Lightning-Healthcare, post-trained on Nemotron 3.5 Lightning by the Fastino Fine-Tuning Agent, are available on Hugging Face today under the Apache 2.0 license. Both models outperform the Nemotron 3.5 Lightning base model across a variety of finance and healthcare benchmarks, showing off both …

NVD mentioned
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Nucleus Research Releases 2026 Manufacturing Execution System Technology Value Matrix

Leaders in the MES market include Eyelit Technologies, Honeywell Technologies, Infor, Parsec Automation, Rockwell Automation, and Siemens. MIAMI, Aug. 11, 2026 /PRNewswire/ -- Nucleus Research today published new analysis on the manufacturing execution system (MES) market, finding that adoption continues to grow as manufacturers …

SAP mentioned
Sharemaestro market context Price above Trend Line 52 weeks -21.2% · Next-week setup positive 56.4% SAP stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Pipefy Named to 2026 Inc. 5000 List of America’s Fastest-Growing Private Companies

Pipefy SAN FRANCISCO, Aug. 11, 2026 (GLOBE NEWSWIRE) -- Pipefy, the global leader in AI-driven business process orchestration, today announced that it was named to the 2026 Inc. 5000 list, the annual list of the fastest-growing private companies in America, for the third year …

MSF mentioned ORC mentioned
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

RxLogic Named No. 306 on the 2026 Inc. 5000 List, the Most Prestigious Ranking of America’s Fastest-Growing Private Companies

RxLogic Company Recognized for 1,114% Three-Year Revenue Growth, Earning a Place Among the Nation's Most Successful Independent Businesses NASHVILLE, Tenn., Aug. 11, 2026 (GLOBE NEWSWIRE) -- RxLogic, a leading technology company that performs fully compliant pharmacy benefit operations with easy, rapid implementations, today announced …

MSF mentioned ORC mentioned
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Shippo Named to the 2026 Inc. 5000 List

Annual ranking recognizes America's fastest-growing private companies SAN FRANCISCO, Aug. 11, 2026 /PRNewswire/ -- Shippo, the leading shipping platform for modern e-commerce, today announced it has been ranked No. 3,839 on the 2026 Inc. 5000, the annual list of America's fastest-growing private companies. The …

MSF mentioned ORC mentioned
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Riot Stock Soars. What Its $9 Billion Anthropic Cloud Deal Means For the AI Boom.

Riot Platforms, the Bitcoin miner-turned-data center operator, has struck a $9.1 billion compute supply deal with Anthropic, a source tells Barron’s. Continue Reading

AMD mentioned
Sharemaestro market context Trend signal active 52 weeks +199.8% · Next-week setup positive 56.1% AMD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Nvidia (NVDA) Is Going Beyond GPUs in the $500 Billion AI Boom, Wells Fargo Says

NVIDIA Corporation (NASDAQ:NVDA) just partnered with six major financial institutions on a $500 billion financing push for artificial intelligence infrastructure. The chipmaker said on Monday that it has signed memorandums of understanding with Apollo Global Management, Blackstone, BlackRock, Brookfield Asset Management, Goldman Sachs, and …

NVD main company APC mentioned
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Everpure Stock Rallies After Cloud Deal. Why It Is A 'Mic Drop Moment.'

Everpure stock jumped following news that the data storage company has landed its second "design win" with a cloud giant. Continue Reading

MSF mentioned ORC mentioned
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

GraniteShares Announces Monthly Distributions for its Autocallable ETFs: ANV, TLA, MSR, ATC, PLA, AHD, SCA and MRA

GraniteShares New York, Aug. 11, 2026 (GLOBE NEWSWIRE) -- GraniteShares today announced the monthly distributions for its GraniteShares Autocallable ETFs: ANV, TLA, MSR, ATC, PLA, AHD, SCA and MRA as shown in the table below. ETF Ticker ETF Name Distribution Frequency Distribution per Share …

NVD mentioned MS51 mentioned
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Epique Realty Debuts at #7 on the 2026 Inc. 5000 List, Crowned The #1 Fastest Growing Real Estate Company in America

The disruptive cloud-based brokerage shatters records in its first year on the prestigious list, securing the #1 spot in Houston and #2 in Texas following exponential, multi-million-dollar revenue growth. NEW YORK CITY, NY / ACCESS Newswire / August 11, 2026 / Epique Realty today …

MSF mentioned ORC mentioned
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

These stocks have some of Wall Street’s lowest short interest

[short sale] abluecup Stocks including Apple, Alphabet, Exxon Mobil, and JPMorgan are among the companies with relatively low short interest, according to a screen of stocks with market capitalizations above $2B. The screen includes stocks with short interest between 1% and 2% of shares …

APC mentioned
Sharemaestro market context Trend signal active 52 weeks +36.0% · Next-week setup positive 55.3% APC stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Boeing upgraded, Under Armour downgraded: Wall Street's top analyst calls

Boeing upgraded, Under Armour downgraded: Wall Street's top analyst calls The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly. Top 5 …

AUD mentioned
Sharemaestro market context Price above Trend Line 41 weeks +6.0% AUD stored weekly price path from 7 Nov 2025 to 14 Aug 2026

The Crown Keeps Switching Hands: Apple Inc. (AAPL) vs NVIDIA Corporation (NVDA)

Apple Inc. (NASDAQ:AAPL) and NVIDIA Corporation (NASDAQ:NVDA) have traded the title of world's most valuable company more than once in the past two weeks. Apple first edged ahead on Friday, July 17, at $4.88 trillion versus Nvidia's roughly $4.86 trillion after Nvidia shares fell …

APC main company NVD mentioned AMD mentioned
Sharemaestro market context Trend signal active 52 weeks +36.0% · Next-week setup positive 55.3% APC stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Forex Market Forecast – Euro, Pound, and Yen Test Support as US Yields Drift

EUR/USD Technical AnalysisEUR/USD sits at 1.1540 near the 50-period EMA, pulling back from the 1.1580 spike with the 1.1550 level as near-term resistance. Source: TradingView The Euro has bounced a bit during the early part of the trading session here on Tuesday as we …

AMD mentioned
Sharemaestro market context Trend signal active 52 weeks +199.8% · Next-week setup positive 56.1% AMD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

The AI Trade Has a New Battleground and One Stock is Emerging as a Winner

Quick Read After peaking near $309 and pulling back to $208, MRVL earns a BUY rating with a $273 price target implying 31% upside. AVGO trades at a far cheaper 23x forward earnings versus MRVL's 54x, but Marvell's smaller revenue base supports faster percentage …

AMD mentioned
Sharemaestro market context Trend signal active 52 weeks +199.8% · Next-week setup positive 56.1% AMD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Who wins most in NVIDIA’s $500 billion private capital deal?

Investing.com -- NVIDIA's deal to mobilize over $500 billion in third-party capital with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR reframes how AI factories are built and financed. By turning GPU compute into a standardized, investable asset class, NVIDIA addresses severe liquidity bottlenecks. …

NVD main company GLW mentioned
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Uber Technologies (UBER) Crossed Above the 200-Day Moving Average: What That Means for Investors

Uber Technologies (UBER) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, UBER broke through the 200-day moving average, which suggests a long-term bullish trend. The 200-day simple moving average is a useful tool for …

UT8 main company
Sharemaestro market context Price above Trend Line 52 weeks -20.7% UT8 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Can Micron's Take-or-Pay Deals Improve Revenue Growth Visibility?

Micron Technology, Inc. MU is using take-or-pay agreements to make its memory business more predictable. The strategy is important because DRAM and NAND markets have historically been highly cyclical, with revenues and profits changing sharply as memory prices and supply conditions move. Micron's new …

MTE main company
Sharemaestro market context Trend signal active 52 weeks +717.5% · Next-week setup positive 59.9% MTE stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Capacity Named No. 432 on the 2026 Inc. 5000 List, Following $100M ARR Milestone and Continued AI Growth

Company Recognized for 813% Three-Year Revenue Growth, Earning a Place Among the Nation's Most Successful Independent Businesses ST. LOUIS, Aug. 11, 2026 /PRNewswire/ -- Capacity, the agentic support automation platform, today announced it has been ranked No. 432 on the 2026 Inc. 5000 list, …

MSF mentioned ORC mentioned
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

LeadCoverage Named to Inc. 5000 List for 5th Consecutive Year, Ranking No. 2832 Among America’s Fastest-Growing Private Companies

LeadCoverage LLC LeadCoverage Recognized for 49% Three-Year Revenue Growth, Earning a Place Among the Nation's Most Successful Independent Businesses ATLANTA, Aug. 11, 2026 (GLOBE NEWSWIRE) -- LeadCoverage, the largest go-to-market agency serving the supply chain, freight, and logistics industry, has been ranked No. 2832 …

MSF mentioned ORC mentioned
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Espresa Debuts on the 2026 Inc. 5000 List of America’s Fastest-Growing Private Companies

$250M in new LSA funds processed year-over-year - a 45% increase PALO ALTO, CA / ACCESS Newswire / August 11, 2026 / Espresa today announced it has been ranked No. 1687 on the 2026 Inc. 5000 list, the annual list of the fastest-growing private …

MSF mentioned ORC mentioned
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Mizuho TMT specialist names top software pick into year-end

Investing.com -- Mizuho TMT specialist Jordan Klein is making Microsoft his top software long into year-end, citing the potential for Azure to surpass 50% growth as additional capacity comes online. Klein's conviction is built on several overlapping positives: Azure acceleration, cleared FY27 guidance that …

MSF mentioned
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

If I Could Tell All Investors 1 Thing About the Stock Market Right Now, It's This

One of the biggest debates among stock market investors in 2026 has been: "Is there an AI bubble?" Some investors are worried that tech stock valuations are too high, that the S&P 500 index is too top-heavy with artificial intelligence (AI) stocks, and that …

APC mentioned
Sharemaestro market context Trend signal active 52 weeks +36.0% · Next-week setup positive 55.3% APC stored weekly price path from 22 Aug 2025 to 14 Aug 2026

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