Sharemaestro Newsreel

S&P 500 Falls Short of Record While Nasdaq Slips

Fresh off its best week since April, the stock market suffered a bit of a hangover on Monday. The Nasdaq Composite slipped 0.3%. The combination of higher oil prices and bond yields were pressuring stocks. Continue Reading

Western Digital (WDC) Is Down 17.6% After AI-Fueled Earnings Surge And Dividend Boost - Has The Bull Case Changed?

Western Digital reported fourth-quarter 2026 sales of US$3,747 million and net income of US$3,195 million, with full-year sales reaching US$12.92 billion and net income US$9.42 billion, alongside a US$0.15 per-share cash dividend declared for payment in September 2026. Management highlighted that AI customers are …

Apple, Sionna, AbCellera, Sandisk, SpaceX, Berkshire, and More Stocks That Explain Today’s Market

Apple fell 2% to $306.56. Jefferies downgraded shares to Underperform from Hold and slashed the price target to $263.66 from $285.56. Shares of Elon Musk’s rocket and artificial-intelligence company snapped a four-week losing run on Friday with a 16% surge following the end of …

These Stocks Could Be Ready for Their Next Big Move

Quick Read Micron and Dell crushed estimates, with MU revenue up 346% year over year and Dell's AI-optimized server revenue surging 757% in Q1 FY27. Super Micro trades 33% below its year-ago price despite 123% revenue growth and over $13 billion in Blackwell Ultra …

Super Micro Faces a $60 Billion Earnings Test

This article first appeared on GuruFocus. Super Micro Computer Inc. (SMCI, Financials), the AI server maker, heads into earnings with investors weighing softer revenue against a much stronger profit picture. Warning! GuruFocus has detected 5 Warning Signs with SMCI. Is SMCI fairly valued? Test …

Super Micro Rises 4% Ahead of Earnings; HPE Gains 4%, Dell Climbs 3% as AI Server Stocks Advance

Quick Read SMCI rose 4% ahead of earnings, dragging HPE up 4% and Dell up 3%, yet SMCI still sits 27% below year-ago levels. IYW's flat close confirms a server-specific rotation, while NVDA's push into integrated AI systems raises supply-chain dependency questions for SMCI. …

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 …

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 …

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 …

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 …

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 …

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

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 …

Inflation Data, Super Micro, Cisco, Rocket Lab, Tapestry, and More to Watch This Week

Economic news this week will include data on consumer and producer prices, existing-home sales, and small-business optimism. As earnings season winds down, we’ll see results from Simon Property, Applied Materials, Cava, and more. Continue Reading

Western Digital Aktie: 55 bis 56 Prozent Margenprognose

Quant snapshot: Lenovo Group and Lumentum Holdings lead top-rated names as Cannae Holdings and Crescent Capital BDC Payments lag

Quant rankings for the upcoming earnings calendar show strength concentrated across information technology, energy, and health care, while weakness is more pronounced in financials and real estate. A total of 735 companies are scheduled to report in the coming week. This week’s top-rated names …

2 key checks on AI infrastructure and inflation: What to watch this week

The stock market's first week after the Big Tech earnings extravaganza went about as well as any investor could have hoped. The initial mixed bag of earnings gave way to general bullishness as AI's spending worries receded somewhat. And with Friday's jobs report surprise, …

Super Micro Computer Landed $60 Billion in Orders Last Quarter, but Trades at Just $30

Key Points Supermicro booked more than $60 billion in new AI server orders in one quarter and expects significantly higher gross margins (15% to 17%). The market remains cautious because some orders are not firm commitments. The company is raising $7 billion through equity-related …

Western Digital Aktienprognose: Kann WDC nach Kursrückgang trotz Gewinnsprung noch steigen?

Western Digital Fell 20% This Week. Here’s What Could Drive Shares in 2026

Western Digital Says AI Customers Are Already Negotiating Storage Deals Through 2031: 'Visibility Remains Very Strong'

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Western Digital Corp. said artificial intelligence (AI) customers are already negotiating long-term storage agreements extending over the next five years, giving the company greater visibility into future …

Super Micro Computer (MS51) Q3 2026 Earnings Report - Results, Call & Slides

(RTTNews) - Super Micro Computer Inc. (SMCI) will host a conference call at 5:00 PM ET on August 11, 2026, to discuss Q4 26 earnings results. To access the live webcast, log on to https://ir.supermicro.com/events-and-presentations/default.aspx The views and opinions expressed herein are the views …

A Volatile Week for Tech Revealed New Stock Narratives—and 1 Bargain

For most tech earnings, good wasn’t good enough. But it’s still possible to impress skeptical investors and flip a negative narrative. Continue Reading

Western Digital Corp (WDC) Gewinnprognose: Zukünftige EPS & Umsatzwachstumsprognosen

Super Micro Computer Aktie vor Q4 2026 Zahlen: 48 oder 30 USD? Analysten-Kursziele und Ratings

Warum Sandisk und Western Digital um 10 % eingebrochen sind und was dies für Bitcoin bedeutet

Western Digital Stock Slumps 9% as Current Quarter Projections Underwhelm Traders

Trotz starker Zahlen und Prognose: Western Digital Aktie stürzt ab

Super Micro Computer Aktie: 60 Milliarden Aufträge im Q4

Super Micro Computer Aktie: Margen-Sprung überrascht

Yen unter Druck - Öl steigt: DAX über 25.000 - Super Micro Computer hebt ab und GEA erhöht die Prognose

Super Micro Computer Stock Surges After Raising Gross Margin Outlook on Surging Orders

Cherry SE schließt Bezugsrechtskapitalerhöhung ab: 9,72 Mio. neue Aktien

Aktie explodiert zweistellig: Super Micro liefert - trotz Anklage, trotz Oracle-Absage, trotz allem