Sharemaestro Newsreel

The Zacks Analyst Blog Highlights Apple, United Microelectronics, NTT and UBS

For Immediate Release Chicago, IL – August 10, 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 …

Broadcom’s Brilliant Positioning is Why I Am Loading Up Over and Over

Quick Read Broadcom holds a near-monopoly on high-speed AI Ethernet switching, collecting revenue regardless of which hyperscaler wins the custom silicon race. AVGO guides Q3 AI semiconductor revenue to $16 billion, a 200%+ year-over-year jump, while NVDA competes with the very customers Broadcom serves. …

Retail investors end SpaceX buying spree as stock reclaims IPO price: AlphaCheck

Good morning. Stocks were little changed on Monday morning as investors looked ahead to key inflation data and earnings later on in the week. Oil prices rose, with the US benchmark WTI crude oil futures (CL=F) trading above $80 per barrel. Here's a check …

5 Dividend Growth Stocks to Buy as US Rate Hike Concerns Ease

All three major U.S. stock indices ended Aug. 7, 2026, in positive territory, as a softer-than-expected jobs report eased concerns over the Federal Reserve implementing further rate hikes in the near term. At the same time, robust tech and software earnings helped dispel fears …

Q.beyond AG legt Ergebnisse für das zweite Quartal und das erste Halbjahr bis zum 30. Juni 2026 vor

Alphabet's Higher AI Spending Could Boost These ETFs

Alphabet GOOGL is raising the stakes in the artificial intelligence (AI) race. The company increased its 2026 capital expenditure guidance to $195-$205 billion from the $180-$190 billion given during the second-quarter earnings release, per The Motley Fool as quoted on Yahoo Finance. GOOGL's AI …

Synopsys (SNPS) Unleashes Agentic AI Chip Design Tools Backed by Microsoft, AMD

Synopsys (NASDAQ:SNPS) just handed AMD (NASDAQ:AMD) and Microsoft (NASDAQ:MSFT) a new way to design chips: let AI agents do more of the work. On July 27, Synopsys unveiled autonomous agentic AI workflows built with Microsoft and already being evaluated by AMD, aimed at cutting …

Semis Surge, Michael Burry’s Shorts Feel the Pressure — But Don’t Expect Him to Run for Cover After His Latest “1987-Style” Crash Warning

Quick Read Burry's bearish puts on AI stocks like Palantir and Nvidia may be right in thesis but dangerously early in timing. A 1987-style crash would create quality buying opportunities, given that investors who held through that crash recovered within two years. Don't wait: …

Trading Week Awaits Inflation Reports Starting Wednesday

Monday, August 10th, 2026 Last week was "Jobs Week," and the week before held the most recent Fed meeting on interest rates, along with several marquee names reporting quarterly earnings. This week, we pivot to "Inflation Week," with Wednesday and Thursday morning bringing new …

Why AMD (AMD) Could Benefit as AI Shifts From Training to Inference

Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, …

Palantir Stock: Before You Buy, Consider This Valuation Risk

Palantir (NASDAQ: PLTR) delivered record growth, expanding margins, and fresh momentum in sovereign AI, yet its stock remains under pressure. The disconnect has created a high-stakes test: can execution outrun valuation compression? This video breaks down the catalysts, risks, and earnings metrics that could …

Memory chip crunch could last 2 more years, JPMorgan says

Yahoo Finance Senior Business Reporter Ines Ferre joins Opening Bid to discuss JPMorgan's (JPM) latest note, warning that the memory chip shortage could continue for at least two more years. Ferre also breaks down the S&P 500's (^GSPC) bullish run, which has produced 26 …

Is Fiserv Worth Buying Now After Earnings Cuts and a Deep Valuation?

Fiserv, Inc. FISV presents a sharp value-versus-visibility tradeoff. The stock trades at a fraction of its historical valuation, but weaker 2026 earnings expectations, falling revenues and margin pressure make that discount harder to treat as a simple bargain. The investment case now hinges on …

FSLR Investors Have Opportunity to Lead First Solar, Inc. Securities Fraud Lawsuit with SBS Law

LOS ANGELES, Aug. 10, 2026 (GLOBE NEWSWIRE) -- Schall, Brown & Schwartz LLP (“SBS”), a national shareholder rights litigation firm, reminds investors of a class action lawsuit against First Solar, Inc. (“First Solar” or “the Company”) (NASDAQ: FSLR) for violations of §§10(b) and 20(a) …

Super Micro Computer Q4 earnings preview: Order backlog, margin expansion and cash flow in focus

[Supermicro headquarters in San Jose, California, USA] JHVEPhoto Super Micro Computer (SMCI [https://seekingalpha.com/symbol/SMCI]) is scheduled to announce Q4 earnings results on Tuesday, August 11th, after the market closes. Wall Street expects the San Jose, Calif.-based company to post EPS of $0.96 on revenue of …

Nvidia Scores 12% Weekly Gain As Taiwan Semiconductor Sales Soars; Is Nvidia A Buy Now?

Nvidia takes a breather after jumping 12% last week. The stock is in a cup base with a buy point of 236.54. Continue Reading

Micron Stock Slips Amid Apple China Chip Threat

Micron stock was reacting to news that Apple has tested memory chips from China’s ChangXin Memory Technologies. Continue Reading

Tech stocks today: Meta lays out new AI path, Intel to sell $15 billion in stock

Tech stocks fell in early trading Monday, as Meta (META) CEO Mark Zuckerberg laid out his vision for the future of AI and Intel announced it will sell $15 billion in stock. In his manifesto, Zuckerberg emphasized building out AI for all. "Some argue …

Arista Witnesses an Uptrend in Estimate Revision: Is it Worth Buying?

Earnings estimates for Arista Networks, Inc. ANET for 2026 and 2027 have moved up 2.2% to $3.72 and 3% to $4.52, respectively, over the past seven days. The positive estimate revisions depict bullish sentiments about the stock's growth potential.Zacks Investment Research Image Source: Zacks …

What TSMC’s Surging Sales Growth Means for Apple and Nvidia Stocks

Taiwan Semiconductor Manufacturing reported monthly sales which were ahead of its annual growth forecast. Continue Reading

Palantir (PLTR) Turning AI Demand into Profitable Growth

Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, …

Serve Q2 Earnings Call Centers on Uber Reset and Lower Outlook

Serve Robotics Inc. SERV used its second-quarter 2026 earnings call to explain a sharp reset in its Uber relationship and 2026 revenue outlook after delivery volume declined for the first time in 17 quarters. CEO Ali Kashani and CFO Brian Read framed the shift …

Apple downgraded, HPE upgraded: Wall Street's top analyst calls

Apple downgraded, HPE upgraded: 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 Upgrades: Morgan …

Chip equipment stocks rise after Taiwan Semiconductor revenue surges 45%

What happened: Shares of chip equipment makers rose on Monday, withASML (ASML) leading Applied Materials (AMAT) and Lam Research (LRCX) higher. What's behind the move: The companies, which provide advanced semiconductor-making equipment to Taiwan Semiconductor Manufacturing Company (TSM), moved higher after TSMC said its …

Intel Drops on $15 Billion Stock Offering. Why It’s Raising Funds Now.

Intel said it would raise $15 billion in a stock offering, shortly after increasing its capital-expenditure forecast for the year. Continue Reading

Jefferies adds Uber to ’Franchise Picks’ as bullish setup strengthens

Investing.com -- Jefferies elevated Uber to a "Franchise Pick" and raised its price target on the stock to $110 from $100 per share in a note Monday, saying the setup for the ride-hailing and delivery company looks increasingly bullish following strong earnings and investor …

Is Advanced Micro (AMD) a Buy as Wall Street Analysts Look Optimistic?

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though? Before …

Palantir Technologies (PLTR) Is Considered a Good Investment by Brokers: Is That True?

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter? Let's …

Silicon Motion Rides on Solid Revenue Growth: Time to Buy the Stock?

Silicon Motion Technology Corporation SIMO is benefiting from strong momentum across its storage-controller portfolio, driven by market-share gains, new product ramps and growing exposure to enterprise and artificial intelligence (AI)-related storage applications. The company's rapidly expanding embedded storage business, strength in SSD controllers and …

Is Rivian Stock a Buy as R2 Growth Collides With Heavy Cash Burn?

Rivian Automotive Inc. RIVN is entering a pivotal phase as R2 deliveries begin to widen its market while spending remains high. The company raised 2026 delivery guidance to 65,000-70,000 vehicles, with volumes expected to accelerate in the second half. The upside rests on better …

Prediction: Micron and Taiwan Semiconductor Manufacturing Stocks Will Both Rebound to Fresh Highs Before 2026 Ends

Micron Technology (NASDAQ: MU) and Taiwan Semiconductor Manufacturing (NYSE: TSM) are two of the hottest stocks in the market. They've each had strong years, with Micron rising 213% and Taiwan Semiconductor increasing 36%. While those are fantastic one-year runs, the reality is that each …

Intel Falls 5% on Proposed $15B Share Sale as AMD, NVIDIA, Broadcom Hold Steady

Quick Read Intel dropped 5% after announcing a $15B stock offering, as management capitalizes on a 175% year-to-date rally to fund its foundry buildout. NVDA and SOXX are flat on the day, confirming traders treat Intel's selloff as an isolated capital-structure event with no …

Unlocking Uber (UBER) International Revenues: Trends, Surprises, and Prospects

Have you evaluated the performance of Uber Technologies' (UBER) international operations for the quarter ending June 2026? Given the extensive global presence of this ride-hailing company, analyzing the patterns in international revenues is crucial for understanding its financial strength and potential for growth. The …

Countdown to Applied Materials (AMAT) Q3 Earnings: A Look at Estimates Beyond Revenue and EPS

Wall Street analysts expect Applied Materials (AMAT) to post quarterly earnings of $3.36 per share in its upcoming report, which indicates a year-over-year increase of 35.5%. Revenues are expected to be $9 billion, up 23.3% from the year-ago quarter. Over the past 30 days, …

Salesforce Declines 17% Over the Past Year: How to Play CRM Stock?

Salesforce Inc. CRM has had a difficult year. The stock has fallen 17.2% over the past 12 months, significantly underperforming the Zacks Computer and Technology sector, which has gained 31.7% during the same period. However, Salesforce is not alone. Other major software companies, including …

Why This Investor Sold Autodesk (ADSK) Over AI Risks

Brown Advisory, an investment management company, released its "Brown Advisory Global Leaders Strategy" for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here. Brown Advisory's Global Leaders Strategy delivered a net return of 4.6% in the second …