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Sam Altman Told the White House He Supports Slowing AI Development. Here's Why That Matters for AI Stocks.

In late July, Sam Altman went to Washington, D.C., to brief lawmakers on OpenAI's next-frontier model after one of its systems autonomously hacked another artificial intelligence (AI) platform, Hugging Face, and then pivoted to attack a customer's cloud account. Coming out of those meetings, …

NVD mentioned MSF mentioned
Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8% NVD stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Stock Market Today: Dow's Gain Vanishes; Credo Technology Approaches New Entry (Live Coverage)

Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings. Continue Reading

CIS mentioned
Sharemaestro market context Trend signal active 52 weeks +86.4% · Next-week setup positive 58.9% CIS stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Why Sandisk Stock Popped Again Today

Sandisk (NASDAQ: SNDK) stock is heading into its fourth straight day of gains Thursday -- up 6.2% through 10:50 a.m. ET -- and has Evercore ISI to thank for it. In a note this morning, Evercore analyst Amit Daryanani reiterated his outperform rating and …

NVD mentioned
Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8% NVD stored weekly price path from 15 Aug 2025 to 7 Aug 2026

IREN Rallies 6% as Microsoft Signs Off on Horizon 1, NVIDIA Grants Exemplar Cloud Status

Quick Read IREN surged 6% after Microsoft formally accepted Horizon 1, triggering monthly invoicing under a five-year, $9.7 billion cloud services agreement. NVIDIA's Exemplar Cloud designation validates Horizon 1's AI performance, potentially helping IREN attract hyperscalers beyond Microsoft for its 480MW 2026 capacity target. …

NVD mentioned MSF mentioned
Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8% NVD stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Applied Materials Stock Nearly Tripled On Orders It Cannot Ship Fast Enough

Image from Pixabay The stock is priced on a multi-year fab build-out whose pace is set by supply chains rather than by demand. Applied Materials (AMAT) stock has nearly tripled over the past year, returning 193% while the S&P 500 gained 21%. Revenue over …

AP2 main company TII mentioned MCP mentioned
Sharemaestro market context Trend signal active 52 weeks +236.0% · Next-week setup positive 61.1% AP2 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Canary Technologies Named to the 2026 Inc. 5000 List

Canary ranks among the fastest-growing companies in the U.S., fueled by global adoption of its hospitality-specific AI platform. SAN FRANCISCO, Aug. 13, 2026 /PRNewswire/ -- Canary Technologies, the leading AI platform for hotel and guest management, has been named to the 2026 Inc. 5000, …

MSF mentioned
Sharemaestro market context Trend signal started 52 weeks -1.8% MSF stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Can IBM's Together AI Cloud Deal Boost Its Growth Prospects?

International Business Machines Corporation IBM has entered into a multi-year, $240 million agreement with Together AI to support the growing demand for enterprise artificial intelligence (AI) inference. The partnership will enable IBM to expand its cloud infrastructure offerings for open-source AI workloads and strengthen …

MSF mentioned IBM mentioned
Sharemaestro market context Trend signal started 52 weeks -1.8% MSF stored weekly price path from 15 Aug 2025 to 7 Aug 2026

European Equities Traded in the US Rise in Thursday Trading

European equities traded in the US as American depositary receipts were higher late Thursday morning, rising 0.45% to 1,969.72 on the S&P Europe Select ADR Index. From continental Europe, the gainers were led by biopharmaceutical company Cellectis (CLLS) and biotech firm Evaxion Silver Upgrade …

NOA3 mentioned
Sharemaestro market context Trend signal ended 52 weeks +129.7% · Next-week setup positive 62.4% NOA3 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

AMD to Raise as Much as $5 Billion From Debt Offering

(Bloomberg) -- Advanced Micro Devices Inc. is planning to raise as much $5 billion in what could be the chipmaker's biggest-ever investment-grade bond sale, adding to a wave of debt tied to the artificial intelligence boom. Most Read from Bloomberg Walter Sells Lakers, Seeks …

MSF mentioned AMD mentioned
Sharemaestro market context Trend signal started 52 weeks -1.8% MSF stored weekly price path from 15 Aug 2025 to 7 Aug 2026

IREN (IREN) Is Up 12.3% After Microsoft Accepts Horizon 1 AI Cloud Deployment - What's Changed

IREN Limited recently confirmed that Horizon 1, the first of four 50MW direct-to-chip liquid-cooled AI cloud deployments, has been delivered to and accepted by Microsoft under their five-year, US$9.70 billion cloud services contract. In parallel, IREN secured NVIDIA Exemplar Cloud status for its GB300 …

NVD mentioned MSF mentioned
Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8% NVD stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Google becomes latest company to raise prices thanks to memory shortage

You can blame AI for yet another price hike in the tech industry. Google (GOOG, GOOGL) on Wednesday revealed its Pixel 11 family of smartphones, a collection that includes the company's latest foldable phone, the Pixel 11 Pro Fold. But each phone also gets …

APC mentioned MSF mentioned
Sharemaestro market context Trend signal active 52 weeks +37.6% APC stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Nvidia’s new $500B plan is risky but brilliant, especially for aging GPUs

Nvidia announced this week that Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR were willing to commit up to $500 billion to build AI data centers. That eye-popping figure got a lot of the attention, but the bigger story is Nvidia's effort to create …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8% NVD stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Things are looking up for AI infrastructure companies, for now

The AI build-out doesn't appear to be slowing anytime soon. At least that's what you can glean from a trio of earnings after the bell on Tuesday. CoreWeave (CRWV), Nebius (NBIS), and Supermicro (SMCI) each reported strong quarterly results, sending shares soaring on Wednesday …

NVD mentioned MS51 mentioned
Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8% NVD stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Pershing Square H1 Earnings Call Highlights

Pershing Square (LON:PSH) held its first earnings call as Pershing Square Inc., with Chief Executive Officer and Chairman Bill Ackman outlining a strategy centered on long-term compounding in its existing investment vehicles, potential new fund launches and efforts to improve trading in Pershing Square …

MSF mentioned
Sharemaestro market context Trend signal started 52 weeks -1.8% MSF stored weekly price path from 15 Aug 2025 to 7 Aug 2026

3 Reasons to Hold Netflix Stock Despite a 20.9% YTD Decline

Netflix NFLX shares have plunged 20.9% year to date, a decline steep enough to test the patience of long-term holders. Shares of Netflix have underperformed the broader Zacks Consumer Discretionary sector's decline of 7.5% Yet a close reading of the company's own second-quarter 2026 …

APC mentioned
Sharemaestro market context Trend signal active 52 weeks +37.6% APC stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Cisco Sees Strong Enterprise, AI Demand as Market-Share Momentum Builds, Morgan Stanley Says

Cisco Systems (CSCO) is benefiting from broad-based strength across its core enterprise business and hyperscaler AI infrastructure, with improved supply availability helping drive market-share gains and stronger growth, Morgan Stanley said Thursday in a report.Cisco's core Silver Upgrade to read this MT Newswires article …

CIS main company
Sharemaestro market context Trend signal active 52 weeks +86.4% · Next-week setup positive 58.9% CIS stored weekly price path from 15 Aug 2025 to 7 Aug 2026

CoreWeave's $35-$39B Capex Plan: Can AI Demand Justify the Spend?

CoreWeave (CRWV is aggressively expanding its AI infrastructure to meet increasing customer demand, necessitating massive capacity additions. 2026 capital expenditures are now projected to be between $35 billion and $39 billion (up from $31-$35 billion), indicating the scale of its AI infrastructure ambitions. Second-quarter …

MSF mentioned
Sharemaestro market context Trend signal started 52 weeks -1.8% MSF stored weekly price path from 15 Aug 2025 to 7 Aug 2026

The Advertising Research Foundation Announces 2026 ARF David Ogilvy Awards Finalists

NEW YORK, Aug. 13, 2026 /PRNewswire/ -- The Advertising Research Foundation (ARF) today announced the finalists for the 2026 ARF David Ogilvy Awards, honoring excellence in research-driven advertising and marketing. For more than 30 years, the ARF David Ogilvy Awards have recognized campaigns that …

MSF mentioned
Sharemaestro market context Trend signal started 52 weeks -1.8% MSF stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Palantir AIP Could Deliver a Powerful Shift in the Company's Growth Trajectory

Palantir (NASDAQ: PLTR) is transforming from a government-focused contractor into a commercial AI platform with trillion-dollar ambitions. This video examines whether AIP can become the operating system for enterprise AI and whether Palantir's accelerating growth can justify its demanding valuation. Stock prices used were …

PTX main company
Sharemaestro market context Price above Trend Line 52 weeks -3.3% · Next-week setup positive 57.1% PTX stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Integrated Visual Augmentation Systems Market Trends Analysis and Growth Outlook 2026-2035 | Profiles Microsoft, BAE Systems, Elbit Systems, Lockheed Martin and More

Company Logo Integrated Visual Augmentation Systems MarketIntegrated Visual Augmentation Systems Market Dublin, Aug. 13, 2026 (GLOBE NEWSWIRE) -- The "Integrated Visual Augmentation Systems Market, Till 2035: Distribution by Type of Product, Type of Technology, Type of Application, Type of End User, and Geographical Regions: …

MSF mentioned
Sharemaestro market context Trend signal started 52 weeks -1.8% MSF stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Gary Black Says Tesla Needs to Work on Branding: ‘Without Great Marketing, Apple Would Not Be a $4.4T Market Cap Company’

When it comes to Tesla Inc(NASDAQ:TSLA), the electric vehicle giant is notorious for not partaking in much traditional advertising, instead relying on word of mouth and strong sales and ratings to help spotlight the brand. Investor Gary Black believes the company needs a marketing …

APC mentioned
Sharemaestro market context Trend signal active 52 weeks +37.6% APC stored weekly price path from 15 Aug 2025 to 7 Aug 2026

91% of Upstart's Loans Were Fully Automated Last Quarter. No Bank Can Underwrite That Cheaply.

Upstart (NASDAQ: UPST) has had its share of ups and downs since the fintech went public in late 2020. The company, which uses artificial intelligence (AI) to process loan requests, is currently in a downward trend, with the stock price sliding about 31% year …

NVD mentioned
Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8% NVD stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Oracle + AWS Execs Talk Expanded Collaboration to Accelerate Customer Migration

Oracle's Nathan Thomas and AWS's Ganapathy Krishnamoorthy joins Kristen Scholer on NYSE Live to discuss their expanded collaboration View Comments

ORC main company
Sharemaestro market context Price below Trend Line 52 weeks -40.4% · Next-week setup positive 55.8% ORC stored weekly price path from 15 Aug 2025 to 7 Aug 2026

1 Growth Stock Set to Flourish and 2 We Find Risky

1 Growth Stock Set to Flourish and 2 We Find Risky Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID …

CIS mentioned
Sharemaestro market context Trend signal active 52 weeks +86.4% · Next-week setup positive 58.9% CIS stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Michael Burry Sounds the Alarm Again: AI Is a Circular Financing Web With Nvidia In the Middle

Quick Read Michael Burry flagged that $879 billion in hyperscaler commitments circle through Nvidia (NVDA), inflating reported revenue without multiplying actual customer demand. Five hyperscalers carry $1.65 trillion in off-balance-sheet debt, and Nvidia's CDS spread has doubled in two months as credit markets price …

NVD mentioned MSF mentioned AMD mentioned
Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8% NVD stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Databricks Raises $5 Billion at a $190 Billion Valuation

(Bloomberg) -- Databricks Inc. has secured $5 billion in funding at a valuation of $190 billion, the second round of financing this year for a fast-growing software firm that competes with Snowflake Inc. and Alphabet Inc. Most Read from Bloomberg Walter Sells Lakers, Seeks …

MSF mentioned
Sharemaestro market context Trend signal started 52 weeks -1.8% MSF stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Cisco raises AI outlook as infrastructure demand accelerates

Yahoo Finance Executive Editor Brian Sozzi welcomes Cisco (CSCO) CFO Mark Patterson to discuss the company's latest earnings, investor concerns, and Cisco's updated full-year AI outlook. Cisco is forecasting continued strength in AI infrastructure demand, with FY2027 AI infrastructure revenue expected to reach $7.5 …

CIS main company
Sharemaestro market context Trend signal active 52 weeks +86.4% · Next-week setup positive 58.9% CIS stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Remitly's Send Volume Is Growing Nearly Twice as Fast as Its Customer Count. That Gap Is the Whole Investment Case.

For nearly all businesses, more scale means wider profit margins and, therefore, profit growth that outpaces revenue growth. Credit the fact that at least some parts of any company's operating costs eventually plateau. And in some cases, even variable costs directly linked to manufacturing …

NVD mentioned
Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8% NVD stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Can Strong AI Data Center Demand Help NVT Challenge VRT & SMCI?

nVent Electric NVT is seeing strong demand from data centers as spending on artificial intelligence (AI) infrastructure continues to rise. NVT expects the infrastructure vertical to post strong double-digit growth in 2026, supported by higher AI-related data center investments. Further, the company expects data …

MS51 mentioned
Sharemaestro market context Price above Trend Line 52 weeks -30.6% MS51 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Should Investors Buy ADI Stock Despite its Premium Valuation?

Analog Devices ADI is trading at a forward price-to-sales multiple of 11.49x much above the broader sector's 8.6x. This overvaluation is further supported by a Zacks Value Score of D. ADI Forward 12-Month (P/S) Valuation ChartZacks Investment Research Image Source: Zacks Investment Research Shares …

TII mentioned SGM mentioned
Sharemaestro market context Trend signal active 52 weeks +51.8% TII stored weekly price path from 15 Aug 2025 to 7 Aug 2026

1 Growth Stock to Add to Your Roster and 2 We Turn Down

1 Growth Stock to Add to Your Roster and 2 We Turn Down Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to …

CIS mentioned
Sharemaestro market context Trend signal active 52 weeks +86.4% · Next-week setup positive 58.9% CIS stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Can Micron's AI Memory Focus Help It Outpace SK Hynix and Sandisk?

Micron Technology, Inc. MU is sharpening its focus on artificial intelligence (AI) memory as demand for high-bandwidth memory (HBM), DRAM and data-center storage accelerates. The strategy is producing strong financial results, but Micron still faces tough competition from SK Hynix Inc. SKHY in HBM …

MTE main company
Sharemaestro market context Trend signal active 52 weeks +636.2% · Next-week setup positive 59.7% MTE stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Stock Market Today: Dow Lags Nasdaq's Gain; Cisco Falls 7% On Earnings (Live Coverage)

Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings. Continue Reading

CIS mentioned
Sharemaestro market context Trend signal active 52 weeks +86.4% · Next-week setup positive 58.9% CIS stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Nvidia bulls may have a small problem on their hands

If there is any reason to proceed with caution ahead of Nvidia's (NVDA) earnings on Aug. 26, it's that the market is positioned for the company to post great results and for CEO Jensen Huang to sound super bullish on the earnings call. This …

NVD main company CIS mentioned
Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8% NVD stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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