Sharemaestro Newsreel

Meta shares rise on Muse Glimmer launch and a radical AI vision

Investing.com -- Meta's stock popped 2.4% this morning following the launch of Muse Glimmer, a highly efficient, 30-billion-parameter AI model capable of running on a single GPU. Positioned as a lightweight, distilled version of the more powerful Muse Spark 1.2, Glimmer is tailor-made for …

What TSMC Sales Growth Means for Apple and Nvidia Stocks

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

TSMC Sales Jumps 45% as Nvidia-Driven AI Boom Powers Chip Demand

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (TSM) posted a 44.7% increase in July revenue. TSMC generated NT$467.58 billion ($14.5 billion) in July sales, up 5.6% from June. Revenue for the first seven months of the year reached NT$2.87 trillion, representing a …

5-Star Analyst Revamps Microsoft Stock Price Target for 2027

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) could have more room to climb as its heavy artificial intelligence investments begin translating into stronger returns, according to Tigress analyst Ivan Feinseth. Feinseth reiterated his Buy rating on Microsoft and raised his price target to …

Ceva (CEVA) Surpasses Q2 Earnings and Revenue Estimates

Ceva (CEVA) came out with quarterly earnings of $0.08 per share, beating the Zacks Consensus Estimate of $0.07 per share. This compares to earnings of $0.07 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings …

Micron Stock Rises Despite Apple China Chip Threat

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

Intel launches $15 billion share sale as turnaround rally lifts stock

Aug 10 (Reuters) - Intel is planning to raise $15 billion through a share ‌sale, the U.S. chipmaker said ‌on Monday as it looks to fund the ​costly build-out of its chip contract manufacturing business by cashing in on a stock surge fueled by …

Inflation Data Will Be the Real Test for This AI Stock Rally

Berkshire’s stock buybacks climb, Apple may turn to China, why Coca-Cola is clobbering Pepsi, and more news to start your day. Continue Reading

Who Really Benefits as Sovereign AI Infrastructure Spending Explodes?

Quick Read Nvidia leads with $91B Q2 guidance and 75% margins, while AMD's 107% data center growth drives sovereign wins in India, Korea, and UAE. Vertiv's Americas segment grew 29% and Eaton's electrical orders surged 41% organically as every new AI gigawatt demands more …

Intel Selling $15 Billion in Common Stock as AI Demand Booms

(Bloomberg) -- Intel Corp. said it will be offering $15 billion in common stock, taking advantage of renewed interest in its business prospects during the artificial intelligence data center boom. Most Read from Bloomberg China Unleashes $28 Trillion Capital Markets to Challenge US in …

Western Digital Aktie: 13-Prozent-Rutsch wegen Ausblick

Homeowner looking to beat rate hikes weighs $296 PPA against Tesla's $198-a-month lease

Photo Credit: iStock With utility costs climbing, solar shopping often turns into a long-range math problem, and a recent Reddit thread summarized a choice many homeowners face: pay more each month for a contract that stays flat, or start with a cheaper lease that …

Intel Announces Proposed $15 Billion Common Stock Offering

Proceeds Intended to Support General Corporate Purposes, Including Capital Expenditures and Working Capital SANTA CLARA, Calif., August 10, 2026--(BUSINESS WIRE)--Intel Corporation (Nasdaq: INTC) today announced a $15 billion underwritten public offering of common stock. Why Now Customers continue to signal a strong and sustainable …

Monday.com falls after Q3 revenue outlook miss

[Rolled newspaper with the headline Quarterly Results] Zerbor Shares of monday.com (MNDY [https://seekingalpha.com/symbol/MNDY]) fell about 9% premarket on Monday after the third quarter revenue outlook came below estimates. The company's second quarter results surpassed expectations. Q2 METRICS The software solutions provider saw second quarter …

Super Micro Computer Continues Its 3-Month Fall: One Wall Street Bull’s Thesis Predicts 55% Upside From Here

Quick Read One bull sees 55% upside for SMCI, citing $60 billion in new orders and gross margins rebounding from 6% to nearly 10%. DELL surged 264% and HPE jumped 124% year to date on AI server demand, while SMCI lags under a company-specific …

Schwab: Retail investors want AI stocks on the cheap

Illustration: Brendan Lynch/Axios Retail investors took advantage of the volatility in the market last month to again be net buyers of stocks, new data from Charles Schwab shared exclusively with Axios shows. Why it matters: The trade in AI stocks shows staying power, as …

S&P 500 hits record high as Iran nuclear deal stalls

U.S. stock futures pointed to modest gains Monday morning as investors weighed a new record-high close for the S&P 500 against renewed uncertainty over a resolution to the U.S.-Iran conflict. The S&P 500 futures contract rose 0.12% and the Nasdaq-100 equivalent gained 0.38%, with …

Why Micron Stock Plummeted 28.7% in July But Is Rebounding in August

Micron (NASDAQ: MU) stock got hit with a big pullback in July's trading. The memory-chip leader's share price fell 28.7% in a month that saw the S&P 500 trade roughly flat and the Nasdaq Composite's level fall by 2.6%, according to data from S&P …

Earnings Season, Persian Gulf Lull, Lift Wall Street Pre-Bell; Asia, Europe Up

Wall Street futures pointed moderately higher pre-bell Monday as traders awaited developments in the 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 …

SMCI, Apple, Intel, Berkshire Hathaway, and More Stocks That Explain Today’s Market

The artificial intelligence trade is chugging along as investors wait for a CPI inflation print that could decide where rates go next. Continue Reading

TSMC July 2026 revenue jumps 44.7% on AI chip demand

Taiwan Semiconductor Manufacturing Co. disclosed July revenue of NT$467.58 billion ($14.5 billion), up 44.7% year on year, reflecting an accelerating appetite for chips used in artificial intelligence applications. The result puts TSMC ahead of its own full-year guidance. The company said it expects 2026 …

International Business Machines Corp's Dividend Analysis

This article first appeared on GuruFocus. Assessing the Tech Giant's Upcoming Payout and Long-Term Sustainability International Business Machines Corp (NYSE:IBM) recently announced a total dividend of $1.69 per share, with the ex-dividend date set for 2026-08-10. This includes a $1.69 per share cash dividend …

US Equity Investors to Focus on Inflation, Iran Geopolitics, Quarterly Earnings This Week

US equity investors are expected to focus on inflation and Fed speak this week while keeping a close 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. …

Stock market today: Dow, S&P 500, Nasdaq futures little changed in wait for key inflation data

US stock futures were muted to kick off a week of earnings and inflation data, with the major indexes within reach of all-time highs. Futures on the Dow Jones Industrial Average (YM=F) edged lower by 0.1%, while those on the S&P 500 (ES=F) and …

Stock market today: Dow, S&P 500, Nasdaq slip as oil prices climb, Nvidia stock sinks

US stocks slid amid rising oil prices on Monday, kicking off a week of earnings and inflation data. The S&P 500 (^GSPC) dipped 0.1%, while the Dow Jones Industrial Average (^DJI) fell 0.2%. The tech-heavy Nasdaq Composite (^IXIC) declined by 0.4% after a winning …

Should iShares MSCI USA Value Factor ETF (VLUE) Be on Your Investing Radar?

If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the iShares MSCI USA Value Factor ETF (VLUE), a passively managed exchange traded fund launched on April 16, 2013. The fund is sponsored …

Micron’s Memory Boom Is Heading For A Peak, Analyst Warns

Micron Technology, Inc.(NASDAQ:MU) stock gained about 1% in Monday premarket trading as technology stocks moved higher ahead of the opening bell. Nasdaq futures rose 0.41%, while S&P 500 futures gained 0.17%. The move comes as investors weigh Micron's longer-term growth prospects against expectations for …

Airbnb CEO: Why AI is the best thing to happen to us

Airbnb CEO Brian Chesky reveals to Yahoo Finance Executive EditorBrian Sozzi how AI is driving the company's fastest growth in years, shares his bold predictions for the future of consumer tech, and confirms the existence of a secret internal AI lab. Video Transcript 0:02 …

JPMorgan Strategists Raise S&P 500 Target as AI Capex Pays Off

(Bloomberg) -- JPMorgan Chase & Co. strategists raised their S&P 500 Index forecast for a second time in two months, citing strong corporate earnings and the payoff from massive artificial intelligence spending. Most Read from Bloomberg Iran Shakes Up Security Team After Saying Oman …

Samsung HBM4 yield surges to 80%, ahead of year-end target: report

[Samsung store at Eaton Centre in Toronto, Canada.] JHVEPhoto/iStock Editorial via Getty Images Samsung’s (SSNLF [https://seekingalpha.com/symbol/SSNLF]) HBM4 yield has risen to around 80% from below 60% when mass production began in February, according to _Seoul Economic Daily_. The improvement is ahead of the company’s …

Anthropic Locks In $10B European Compute Bet With a Seven-Month-Old Startup

Anthropic is establishing its first dedicated European AI compute footprint, marking a significant geographic expansion in the race for sovereign-grade processing power. The company has reportedly entered into a six-year, $10 billion compute capacity agreement centered on a 133 MW data center in Norway. …

Micron Trades at 6 Times Next Year's Earnings. The $38 Billion of Capacity That Ends This Cycle Doesn't Open Until 2028.

Memory specialist Micron Technology (NASDAQ: MU) trades near $878 as of this writing, at about 20 times its trailing earnings but only about 6 times the earnings analysts expect over the coming year. Earnings are climbing so fast that next year's expected number dwarfs …

Microchip's Data Center Revenue Grew 98% Last Quarter. Here's Why It's Guiding to $1 Billion for the Year.

Key Points Microchip's fiscal first-quarter net sales rose 38% year over year to $1.485 billion, above the high end of guidance. Management expects its total data center portfolio to grow 69.3% to $1 billion in calendar 2026. The company guided for September-quarter sales to …

Stock Market News for Aug 10, 2026

Wall Street closed higher on Friday as weak jobs data for July raised hope that the Federal Reserve may hold interest rates steady for longer. The Nasdaq Composite, the S&P 500 and the Dow ended in positive territory. The three major indexes also posted …

Microchip Aktie: Q2-Prognose auf 1,6 Milliarden

Micron Stock Gains Even as Apple Looks to China for Memory-Chip Supply

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