Sharemaestro Newsreel

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 …

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 …

GOOGL Down 19% From 52-Week High: Buy, Sell or Hold the Stock?

Alphabet GOOGL shares closed at $343.54 on Wednesday, a drop of 19% from the 52-week high of $408.61 on May 18. The decline can be attributed to rising capital expenditure as GOOGL focuses on building its AI infrastructure. In the second quarter of 2026, …

Update: Equity Markets Mostly Higher Intraday Following Wholesale Inflation Report

Stocks_Chart market equity trading wall street -Shutterstock (Updates with latest market prices and developments.)US benchmark equity indexes were mostly higher intraday following another benign inflation report.The Nasdaq Composite was up 0.8% at 26,796.98 after midday Thursday, while the S&P 500 rose 0.6% to 7,795.4. …

Sector Update: Tech Stocks Gain Thursday Afternoon

Tech stocks were higher Thursday afternoon, with the State Street Technology Select Sector SPDR ETF 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 …

CLS vs. ANET: Which AI Stock Offers the Better Growth Opportunity?

The rapid expansion of AI infrastructure has created a strong opportunity for the companies that supply computing and networking systems required to develop AI models. Arista Networks, Inc. ANET offers Ethernet switches, routing platforms and EOS software engineered for high bandwidth, low latency and …

Forget Chips: This Analyst Says 4 “Old School” Themes Could Be the Real AI Industrialization Winners

Quick Read Martin Marietta posted record aggregates shipments and 7.5% revenue growth, yet sits down 12% year-to-date, while CRH is down 21% despite posting 18% revenue growth. Thompson used Cisco's 60% rally to argue the compute layer is fully priced in, while Ferguson's data …

Advanced Micro Devices (AMD) Plans $5 Billion Bond Sale For AI Expansion

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. Advanced Micro Devices (NasdaqGS: AMD) is preparing a multi billion dollar investment grade bond …

Super Micro Climbs 7% on Record Backlog, Dell and Hewlett Packard Enterprise Gain 3%

Quick Read Super Micro Computer's FY2027 revenue guide of $65 to $72 billion far exceeded the $53 billion consensus, sending SMCI up 7% and pulling Dell higher alongside it. Goldman Sachs named NetApp a top U.S. hardware pick as Lenovo's AI server pipeline surged …

BofA picks AMD and Nvidia as AI chip winners in massive CPU market

This article first appeared on GuruFocus. Bank of America (BAC) is becoming more bullish on processors as the rise of AI agents could create a larger role for CPUs inside data centers. The firm now sees the server CPU opportunity surpassing $210 billion by …

Cisco Gross Margin Seen Pressured Into Fiscal 2027 Amid Faster Hardware Mix, Morgan Stanley Says

Cisco Systems' (CSCO) gross margin is likely to face further pressure from faster hardware mix into 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 …

BofA Reveals Its AI Stocks To Buy List

This article first appeared on GuruFocus. Bank of America is turning more bullish on the next leg of AI infrastructure, naming Advanced Micro Devices (NASDAQ:AMD) its top CPU pick and Nvidia (NASDAQ:NVDA) its overall semiconductor pick as agentic AI drives a potentially dramatic increase …

Amazon’s Price Target Says +32% and Not a Single Analyst Says Sell

Quick Read Zero of 62 analysts rate AMZN a Sell, and the 24/7 Wall St. model targets $353, implying 32% upside with 90% confidence. MSFT fell 6% over the past year while GOOGL surged 69%, making AMZN's 21% gain the laggard with the most …

Micron Faces a New Burry Bet as China Memory Pressure Builds

This article first appeared on GuruFocus. Memory-chip maker Micron Technology Inc. (MU, Financials) fell in premarket trading as investors assessed a new pessimistic forecast from Michael Burry (Trades, Portfolio) and increasing competition from Chinese memory suppliers.Burry said he boosted to his Micron short around …

Apple Makes Big iPhone Move in AI Race

This article first appeared on GuruFocus. Apple (NASDAQ:AAPL) is reportedly negotiating multiyear deals with publishers to feed current news and information into its revamped Siri, a move that could help solve one of Apple's biggest AI challenges: giving its assistant timely, authoritative information as …

Update: US Equity Indexes Mixed as Soft Wholesale Inflation Helps Lift Bets for Fed Policy Pause

(Updates with index/price moves, macroeconomic data and company/geopolitical news from the first par 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 subscription? …

Micron Just Lost Ground in Key Memory Market

This article first appeared on GuruFocus. China's Yangtze Memory Technologies has overtaken Micron Technology (NASDAQ:MU) and Kioxia in global NAND shipments, highlighting China's growing presence in a memory market being reshaped by severe supply constraints. But for Micron investors, the headline market-share loss looks …

What Dip? Why Microsoft Stock's Post-Earnings Momentum Is Set To Continue.

Microsoft stock's trend remains intact, according to David Keller of Sierra Alpha Research, who explains why. Continue Reading

Microsoft Is Retreating in China, but AI Keeps a Door Open

This article first appeared on GuruFocus. Software and cloud giant Microsoft Corp. (MSFT, Financials) has been steadily decreasing its footprint in China as the market becomes difficult to explain due to geopolitical pressure, local rivalry and U.S. export restrictions.Microsoft has shuttered at least 15 …

The Numbers Get Larger and Larger: Inside the AI Financing Scramble

Nvidia and Intel are trying to solve two very different problems, though both are tied to the AI data-center boom. Continue Reading

Stocks Close Higher on Favorable CPI Report and Positive AI News

The S&P 500 Index ($SPX) (SPY) on Wednesday rose +0.26%, the Dow Jones Industrial Average ($DOWI) (DIA) fell -0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose +0.74%. September E-mini S&P futures (ESU26) rose +0.31%, and September E-mini Nasdaq futures (NQU26) rose +0.71%. Stocks …

Forget Nvidia: Michael Burry and Bill Ackman Are Buying These Two Beaten Down Stocks — Should You?

Let's face it: Nvidia (NVDA) can't grow the way it already has. The money now is in finding the next beaten-down or ignored stocks. So let's learn from two Wall Street giants who spend their days doing exactly that — Michael Burry and billionaire …

Cisco's Q4 Earnings Beat Estimates, Strong Networking Aids Revenues

Cisco Systems CSCO reported fourth-quarter fiscal 2026 non-GAAP earnings of $1.22 per share, up 23% year over year and beating the Zacks Consensus Estimate by 4.27%. Broad networking demand and operating leverage supported the year-over-year growth. Revenues increased 18% year over year to $17.252 …

Sandisk, Cisco, Micron, Ondas, Coherent, Cerebras, and More Stocks That Explain Today’s Market

Stocks rose Thursday following softer-than-expected wholesale inflation data for July and growing confidence that the Federal Reserve won’t raise interest rates. The company added that adjusted gross margins should stabilize at around 80% over that period, with an adjusted free-cash-flow margin of about 50%. …

OpenAI appoints Wiz COO Dali Rajic as its new CFO

[TechCrunch Disrupt San Francisco 2019 - Day 2] Steve Jennings/Getty Images Entertainment OpenAI (OPENAI [https://seekingalpha.com/symbol/OPENAI]) announced today it was appointing Dali Rajic as its new chief financial officer. Rajic most recently served as the chief operating officer at Wiz, a cloud cybersecurity company that …

Die Synopsys-Aktie konsolidiert vor Zahlen, Analysten erwarten starkes Wachstum

Super Micro, Dell, and HP Jump After Strong Lenovo Earnings

Quick Read SMCI surged 10% and DELL neared $500 after Lenovo's AI server pipeline jumped 157% sequentially, validating broad end-market AI demand. Super Micro guided FY27 revenue to $72B, beating Wall Street's $53B estimate by nearly $20B, though negative operating cash flow remains a …

The Lowest-Beta Mega-Cap Just Got a $358 Target

Quick Read Apple (AAPL) earns a BUY at 90% confidence with a $359 price target implying 19% upside, backed by nine consecutive earnings beats. While Alphabet (GOOGL) trades at 15x earnings and Microsoft (MSFT) at 27x, Apple's $4.4 trillion capital return machine justifies its …

Lam Research, Applied Materials, and Camtek Rise After SanDisk Issues Bullish Financial Targets

Quick Read SanDisk's 80% gross margin targets and signed contracts covering two-thirds of FY2028 bits drove LRCX up 4%, the most direct equipment beneficiary. AMAT reports Q3 earnings after today's close, while KLAC has already surged 72% year-to-date as equipment stocks get re-rated on …

Why the Dow Is Dropping but the S&P 500 Is at a Record High

The Dow’s early gains have faded away, but the S&P 500 is up to its highest levels on record. The Dow Jones Industrial Average was down 90 points, or 0.2%, after rallying 200 points earlier in the morning. The S&P 500 was up 0.4% …

IREN’s $100 Bull Case Hinges on a 5-10x AI Cloud Advantage

Iren Ltd. (NASDAQ:IREN) has been transitioning itself from being a Bitcoin miner into a major neocloud provider. The company has been leveraging its massive power infrastructure to provide AI cloud compute for tech giants such as NVIDIA Corporation (NASDAQ:NVDA) and Microsoft Corporation (NASDAQ:MSFT). No …

4 Nuclear Stocks Riding the AI Power Boom Into 2027 and Beyond

Key Points Oklo recently acquired Atomic Alchemy, which will expand the company's capabilities beyond selling SMRs. As the second-largest uranium miner, Cameco is the force fueling the nuclear industry recovery. Nuclear energy is needed to meet the ever-growing power demand of AI and data …

Fintech, Payments Firms Outperform Expectations Amid Solid Consumer Spending, RBC Says

Financial technology and payments companies outperformed quarterly estimates as consumer spending tu 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 subscription? Sign …

Is Uber's Robotaxi Deal With Japan's Hinomaru Kotsu a Growth Catalyst?

Uber Technologies UBER announced that Uber Japan has entered into an operational partnership with taxi operator Hinomaru Kotsu Co., Ltd. Hinomaru Kotsu will manage daily fleet operations for Uber's autonomous-vehicle pilot in Tokyo, which is scheduled to launch in late 2026. Its responsibilities will …

AT&T (T) Stock Still Looks A Bargain On Earnings But Weaker On Growth

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. AT&T stock has more than doubled over the past three years, yet recent weakness over the last year and a mixed shorter term picture …

HubSpot Stock Fell 11.3% in a Week. Is the Weakness an Opportunity?

HubSpot, Inc. HUBS has come under pressure even as its second-quarter results showed continued revenue growth, customer expansion and rising AI adoption. The stock's decline puts greater focus on whether the company can convert its AI investments and enterprise momentum into durable growth. The …