Sharemaestro Newsreel

Is AMD Stock a Buy on the Dip as AI Revenue Surges?

Key Points AMD is seeing strong growth, but its larger growth opportunities are still in front of it. Its new Helios AI server racks should be a strong growth driver in the year ahead.10 stocks we like better than Advanced Micro Devices › Advanced …

ON Semiconductor Corp (ON) Aktienanalyse & Prognose

Firebird opens region’s largest AI Factory in Armenia, backed by Nvidia chipsets

Investing.com - U.S.-based AI cloud infrastructure provider Firebird officially launched the Commonwealth of Independent States (CIS) region's largest AI Factory in Hrazdan, Armenia, on Saturday, marking the operational debut of a multi-billion-dollar global computing platform. The facility, powered by Nvidia Corp's accelerated computing, networking, …

Stock Market Week Ahead: Bullish Signals Amid 'Dirty' Volume

The market rides some bullish signals into the coming week, but sorting the signals required some careful detective work. Continue Reading

Does Broadcom (AVGO) Now Lead The Biggest AI Infrastructure Spend Outside GPUs?

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Broadcom (NasdaqGS:AVGO) has become a dominant supplier for hyperscale AI clusters used by major cloud and AI providers such as Anthropic, OpenAI, and Meta. …

What happens to stocks when the Fed starts hiking? Barclays weighs in

Investing.com - U.S. stock markets heading into a potential monetary tightening cycle can take comfort in history. The S&P 500 has consistently delivered gains during past Federal Reserve rate hike cycles, according to a report by Barclays. As financial markets increasingly price in between …

AMD Just Reported Its Data Center Revenue More Than Doubled Year-Over-Year. What Comes Next.

Advanced Micro Devices' (AMD) data center business just delivered one of the clearest structural shifts in the company's modern history. In the second quarter of 2026, AMD reported data center revenue of $6.7 billion. That's more than double the $3.2 billion recorded a year …

Earnings Scoreboard: 86% of S&P 500 reporting firms top EPS estimates as 79% post Y/Y profit growth

[Rolled newspaper with the headline Quarterly Results] Zerbor S&P 500 earnings activity accelerated this week, with more than 130 index members reporting quarterly results that provided key insights into corporate margin health, spending trends, and overall macroeconomic strength. EARNINGS ROUNDUP: * BOTTOM LINE (EPS): …

Michael Burry says it’s 'Trump's market' where price doesn't matter

Astrid Stawiarz "The Big Short" investor Michael Burry is doubling down on his bearish views. In an X post on Saturday, the well-known short seller vented his frustration over what he called “Trump’s market,” where prices no longer reflect fundamentals. “When price matters again, …

Advanced Micro Devices (AMD) Price Prediction: How Much a $5,000 Investment Could Be Worth by 2031

Quick Read AMD's Data Center revenue jumped 57% YoY, driving a base-case projection of $7,657 from a $5,000 investment by 2031. Export controls already cost AMD roughly $800 million in inventory charges, while a P/E of 206 leaves little room for execution stumbles. Lisa …

This Analyst On Wall Street Thinks The CPU Trade Is Overdone, Should You Sell ARM (ARM) Stock?

ARM Holdings Plc (NASDAQ:ARM) has become one of the key beneficiaries of the AI boom. It has expanded beyond its traditional smartphone business into the fastest-growing cloud and data center markets. The company's energy-efficient CPU designs are increasingly being adopted by major cloud providers …

Apple says Mac users in China can connect to Alibaba's Qwen AI service

By Eduardo Baptista BEIJING, Aug 8 (Reuters) - Apple has published a guide explaining how eligible Mac users in mainland China can connect Alibaba's Qwen artificial-intelligence service to ‌the U.S. tech giant's Siri digital assistant and Writing Tools feature. The Mac-specific arrangement ‌could help …

Enphase Energy (ENPH) Stock Looks Fully Priced With Cash Flow And Earnings In Sync

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Enphase Energy stock has delivered a steep 76.1% decline over the past five years, yet current valuation checks now suggest the shares trade at …

Should You Buy Advanced Micro Devices (AMD) Stock After Its 12-Month Return of 200%?

Key Points Advanced Micro Devices has become one of Nvidia's fiercest competitors in the market for artificial intelligence data center chips. The company's data center revenue more than doubled during the 2026 second quarter. Whether investors should buy AMD stock might depend entirely on …

KLA Corporation Has Had a Rough Month: A Wall Street Pro Sees 70% Upside Because of It

Quick Read KLAC dropped 11% in a month on China export fears, but C.J. Muse of Cantor Fitzgerald targets $325, implying 66% upside from current levels. KLAC's decline outpaced peers LRCX (-6%) and AMAT (-5%), yet it's the only name where a top analyst …

Nucor, ASML Lead Five Stocks Near Buy Points Without This Big Risk

Steelmaker Nucor and chip-gear giant ASML are among five stocks near buy points with earnings in the rearview mirror. Continue Reading

The Numbers Behind ON Semiconductor’s (ON) Higher Target and Unchanged Hold Rating

ON Semiconductor Corp (NASDAQ:ON) gave investors plenty of reasons for optimism after delivering stronger-than-expected second-quarter earnings, issuing third-quarter guidance above Wall Street's expectations, and reaffirming that its AI data center revenue is on track to more than double in 2026. Robert W. Baird analyst …

Palantir (PLTR) Posted Record 93% Growth, Here’s Why Analysts Think It Won’t Last

Palantir Technologies Inc. (NASDAQ:PLTR) delivered the strongest revenue growth in its history on its Aug 3 earnings, surpassing guidance across every key metric, and fueling a double-digit rally the next day. Results like these would normally be enough to win over even the stock's …

Cisco Systems Inc (CSCO) Aktienanalyse & Prognose

Forget the Artificial Intelligence (AI) Capex Bubble: SpaceX CEO Elon Musk Says the Memory Shortage Will Drive Costs Even Higher

Key Points Hyperscalers are increasing their capital expenditures (capex) budgets as demand for memory chips surges. During SpaceX's recentearnings call CEO Elon Musk specifically identified memory as the limiting factor for AI build-outs. Musk explained that demand for memory is far outpacing available supply, …

Motorola-Aktie im Aufwind: Zweistelliges Umsatz- und Margenplus treibt Ausblick nach oben

AMD's Data Center Business Is Skyrocketing. The Stock Is Falling. Here's Why.

Key Points AMD's Q2 was going up against weak year-over-year comparisons. Nvidia is still the king in the AI computing space. 10 stocks we like better than Advanced Micro Devices › AMD(NASDAQ: AMD) has been on an absolute tear this year. The stock has …

Synopsys Inc (SNPS) Aktienanalyse & Prognose

Micron vs. Sandisk: Which Is the Better AI Memory Stock to Own for the Next 3 Years?

Key Points Both Micron and Sandisk have been huge winners in 2026. Micron is enjoying strong growth across all of its segments and projects sustained demand. Sandisk's NAND memory is in high demand, with its CEO saying the company's growth should continue.10 stocks we …

Uber Technologies (UBER) Lands Licensed Autonomous Rides In London With 100,000 Sign Ups

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Uber Technologies (NYSE:UBER) plans to launch licensed autonomous rides in London in partnership with AI startup Wayve, marking its first such deployment in a major …

Die Basler Aktiengesellschaft (ETR:BSL) hat soeben ihre Zwischenergebnisse veröffentlicht, und die Analysten passen ihre Prognosen an

Texas Instruments Inc (TXN) Aktienanalyse & Prognose

How Chevron became the AI darling of Big Oil

Welcome to rural Reeves County, which counts about 4,000 households over 2,600 square miles, in barren and arid West Texas. Soon, courtesy of Chevron, the county will possess enough gas-fired electricity to power more than 2 million homes—though in this case, all of that …

Gewinnverfehlung: Die Infineon Technologies AG verfehlte das Ergebnis je Aktie um 7,2 %, und Analysten korrigieren ihre Prognosen

Situational Awareness invested $500 million in chip startup Source Foundry

Investing.com -- Situational Awareness invested a total of $500 million in semiconductor manufacturing startup Source Foundry, Bloomberg reported, citing people familiar with the matter. The hedge fund, founded by former OpenAI researcher Leopold Aschenbrenner, initially committed $100 million to the privately held company before …

Ericsson (OM:ERIC B) Stock Looks Like A Bargain On Cash Flow And Earnings

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Telefonaktiebolaget LM Ericsson stock has more than doubled over the past three years, and current checks still point to a discount, with the …

Why Microchip Technology (MCHP) Is Up 14.0% After Strong Q1 Results And New PCIe Gen 6 Push

In early August 2026, Microchip Technology reported first-quarter fiscal 2027 results showing sales rising to US$1,484.7 million and net income improving to US$229.8 million, alongside guidance for higher second-quarter revenue and earnings and a reaffirmed quarterly dividend of US$0.455 per share. The company also …

DNOW Q2 Earnings Call Highlights

Key Points Interested in DNOW Inc.? Here are five stocks we like better. Second-quarter performance improved sharply: Revenue rose 10% sequentially to $1.3 billion, adjusted EBITDA increased 54% to $60 million, and operating cash flow reached a record $133 million. U.S. midstream, gas utilities …

7 Reasons Pershing Square (PS) Looks Pricey After Ackman Spotlighted AI Holdings

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Pershing Square stock reacts to focus on concentrated portfolio and AI-linked holdings Pershing Square …

Duerr AG (DURYY) (Q2 2026) Earnings Call Highlights: Order Intake Surges 13% Amid Strategic ...

This article first appeared on GuruFocus. Group Order Intake: Up 13% in Q2, driven by year-over-year growth in the Automotive division. Consolidated Sales: Almost at last year's level, with Automotive accelerating project execution and sales generation in Q2. Operating EBIT Margin: Improved slightly despite …

Pearson (PSO) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Friday, July 31, 2026 at 6:00 a.m. ET CALL PARTICIPANTS Investor Relations - Alex ShoreChief Executive Officer - Omar AbboshChief Financial Officer - Simon RobsonPresident, Assessments & Qualifications - Arthur ValentinePresident, Higher Education & Virtual Learning - Tom …