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AI’s biggest buildout is here. These stocks offer a way to invest in the data center boom

The AI revolution is leading to a massive boom in data centers. Major cloud service providers like Google, Meta, Microsoft, and Amazon are engaged in a frenzied bid to keep up with the demand for AI services, and are spending hundreds of billions of …

AP2 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

Applied Materials (AMAT) Gets A Demand Lift From 44.7% AI Chip Growth

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Applied Materials (NasdaqGS: AMAT) is in focus after TSMC reported a 44.7% year over year revenue jump in July on strong AI chip demand. TSMC, the leading …

AP2 main company ASME 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

Update: S&P 500 Retreats From Record, Oil Jumps as Hormuz Reopening Hopes Fade

(Updates with market moves at the end of the day, and other changes, if any.) US equity benchmark 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. …

AP2 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

Semiconductor Equipment Makers vs. Chip Designers: Who's Actually Winning the AI Cycle?

Key Points ASML Holdings and Applied Materials provide essential equipment and expertise for making AI processors. Nvidia and Broadcom are leading chip designers, with pricing power that could last as the artificial intelligence boom plays out.10 stocks we like better than Nvidia › There …

ASME mentioned AP2 mentioned
Sharemaestro market context Trend signal active 52 weeks +136.7% ASME stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Earnings live updates: Plug Power stock jumps on improving margins, raised revenue guidance

The second quarter earnings season is beginning to wind down, with nearly 90% of S&P 500 (^GSPC) companies having already reported. The takeaway from the quarter so far has been unbridled strength. According to FactSet data, second quarter earnings for S&P 500 companies are …

AP2 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

ASML Stock Rises 1.7% as AI Demand Signal Strengthens

This article first appeared on GuruFocus. ASML Holding (NASDAQ:ASML) sits on one of the most valuable choke points in the AI boom, and demand is not slowing down. The lithography giant raised its 2026 revenue outlook after another strong quarter, while its U.S.-listed shares …

ASME main company
Sharemaestro market context Trend signal active 52 weeks +136.7% ASME stored weekly price path from 15 Aug 2025 to 7 Aug 2026

S&P 500 Companies' Quarterly Earnings Growth Eases Amid Healthcare Drop, Oppenheimer Says

S&P 500 companies' quarterly earnings growth rate eased from a week ago amid a drop in the healthcar 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. …

AP2 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

Update: Equities Fall, Oil Rises Intraday Amid Hormuz Reopening Uncertainty

Stocks_Chart market equity trading wall street -Shutterstock (Updates with latest market prices and developments.)US stocks fell and oil prices advanced intraday as the Strait of Hormuz's reopening appeared uncertain.The Nasdaq Composite was down 0.3% at 26,616.2 after midday Monday, while the Dow Jones Industrial …

AP2 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

AD Q2 Earnings Beat Estimates on Strong Site Rental Growth

Array Digital Infrastructure, Inc. AD delivered second-quarter 2026 results above the Zacks Consensus Estimate, with earnings of 64 cents per share topping the 62-cent estimate by 3.2%. Revenues of $54 million also beat the $52 million estimate by 3.8%. Company-reported earnings per share from …

AP2 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

TDS Q2 Earnings Beat Estimates on Spectrum Gains, Fiber Growth

Telephone and Data Systems, Inc. TDS reported second-quarter 2026 earnings of $2.24 per share, up from a loss of $0.05 cents in the year-ago quarter, while total operating revenues rose 3.6% year over year to $309.3 million. Earnings topped the Zacks Consensus Estimate, delivering …

AP2 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

ASML Dropped 5% Over a Month But a Prominent Wall Street Wealth Manager Sees 50% Returns Coming

Quick Read A China state-backed DUV headline sent ASML down 7%, but Bernstein's $2,623 Street-high target still implies 50% upside from current levels. Peers AMAT and KLAC fell 5 to 10% on the same China fears but carry only roughly 17% analyst-implied upside, a …

ASME main company AP2 mentioned
Sharemaestro market context Trend signal active 52 weeks +136.7% ASME stored weekly price path from 15 Aug 2025 to 7 Aug 2026

AMAT to Post Q3 Earnings: Time to Buy, Sell or Hold the Stock?

Applied Materials AMAT is scheduled to report third-quarter fiscal 2026 results on Aug. 13. For the fiscal third quarter, AMAT expects revenues to be $8.95 billion (+/- $500 million). The Zacks Consensus Estimate for revenues is pegged at $9 billion, suggesting an increase of …

AP2 mentioned KLA 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

ACMR Q2 Earnings Surpass Estimates, Revenues Rise Y/Y

ACM Research, Inc. ACMR came out with second-quarter 2026 earnings of 61 cents per share, beating the Zacks Consensus Estimate of 30 cents. This compares with earnings of 55 cents per share a year ago. ACM Research reported revenues of $292.92 million for the …

AP2 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

EPAM Systems Stock Up as Q2 Earnings & Revenues Surpass Estimates

EPAM Systems EPAM stock climbed close to 5% after announcing strong second-quarter 2026 results, with revenues and earnings surpassing the Zacks Consensus Estimate despite continued macroeconomic uncertainty. EPAM reported second-quarter non-GAAP earnings of $3.38 per share, which increased 22% year over year and beat …

AP2 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

Applied Materials’ dividends: History, yield & payout ratio explained

Applied Materials has benefited from the latest tech trend in artificial intelligence. The Santa Clara, California-based semiconductor manufacturer builds AI chips used in data centers, and its stock has risen significantly in recent years. The company posted nearly $7 billion in net income on …

AP2 main company
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

The Zacks Analyst Blog Highlights SpaceX, Tesla KLA Corp, Onto Innovation, Applied Materials and Lam Research

For Immediate Release Chicago, IL – August 10, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in …

AP2 mentioned KLA 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

Chip equipment stocks rise after Taiwan Semiconductor revenue surges 45%

What happened: Shares of chip equipment makers rose on Monday, withASML (ASML) leading Applied Materials (AMAT) and Lam Research (LRCX) higher. What's behind the move: The companies, which provide advanced semiconductor-making equipment to Taiwan Semiconductor Manufacturing Company (TSM), moved higher after TSMC said its …

ASME mentioned AP2 mentioned
Sharemaestro market context Trend signal active 52 weeks +136.7% ASME stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Countdown to Applied Materials (AMAT) Q3 Earnings: A Look at Estimates Beyond Revenue and EPS

Wall Street analysts expect Applied Materials (AMAT) to post quarterly earnings of $3.36 per share in its upcoming report, which indicates a year-over-year increase of 35.5%. Revenues are expected to be $9 billion, up 23.3% from the year-ago quarter. Over the past 30 days, …

AP2 main company
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

Situational Awareness bets $400M on chip startup Source Foundry

Situational Awareness, the AI-focused hedge fund run by Leopold Aschenbrenner, invested $400 million earlier this week in Source Foundry, a private startup aiming to upend how chips are manufactured, according to The Wall Street Journal. The investment brings Situational Awareness's total stake in Source …

ASME mentioned
Sharemaestro market context Trend signal active 52 weeks +136.7% ASME stored weekly price path from 15 Aug 2025 to 7 Aug 2026

YELP Q2 Earnings Beat Estimates as Other Revenues Surge

Yelp Inc. YELP reported second-quarter 2026 earnings of 57 cents per share, declining 14.9% year over year. The Zacks Consensus Estimate for the bottom line is pegged at 32 cents per share. Yelp's second-quarter net revenues increased 1.4% year over year to $375.5 million …

AP2 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

Update: US Equity Futures Mostly Flat Pre-Bell Amid Lack of Progress in Middle East Peace Negotiations

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock 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 …

AP2 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

Why ASML Holding (ASML) Could Be the Biggest AI Chip Enabler

Brown Advisory, an investment management company, released its "Brown Advisory Global Leaders Strategy" for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here. Brown Advisory's Global Leaders Strategy delivered a net return of 4.6% in the second …

ASME main company
Sharemaestro market context Trend signal active 52 weeks +136.7% ASME stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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 …

AP2 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

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

AP2 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

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 …

ASME mentioned
Sharemaestro market context Trend signal active 52 weeks +136.7% ASME stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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. …

AP2 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

Global stocks tick up with oil steady on Hormuz plans

By Wayne Cole and Harry Robertson SYDNEY/LONDON, Aug 10 (Reuters) - Global equities inched higher on Monday as oil prices held broadly steady after Iran said it was nearing a final pact with Oman defining new shipping lanes in the ‌Strait of Hormuz, and …

AP2 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

European stocks little changed as investors weigh inflation and Hormuz risks

[Global Business Strategy on Digital Display] London (UKX [https://seekingalpha.com/symbol/UKX]) -0.11%, The British pound traded around $1.349, remaining close to its highest level since July 15. Germany (DAX:IND [https://seekingalpha.com/symbol/DAX:IND]) +0.10%. France (CAC:IND [https://seekingalpha.com/symbol/CAC:IND]) +0.00%. Industrial production in Austria was unchanged in June. Norway’s annual inflation …

ASME mentioned
Sharemaestro market context Trend signal active 52 weeks +136.7% ASME stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Apple Tests China's CXMT Memory Chips for iPhones and Macbooks Amid AI-Fueled Supply Crunch: Report

Apple Inc.(NASDAQ:AAPL) is reportedly testing memory chips from China's ChangXin Memory Technologies across products including iPhones and MacBooks as the artificial intelligence boom tightens global memory supply Apple Explores CXMT Chips Amid Memory Shortage Apple has held preliminary discussions with CXMT, China's largest memory-chip …

ASME mentioned
Sharemaestro market context Trend signal active 52 weeks +136.7% ASME stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Dow Jones Futures Fall After Market Ramps Up; Cisco, Lumentum Earnings Ahead

With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire beat views Saturday. Lumentum, Cisco. Applied Materials earnings are on tap.. Continue Reading

AP2 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

Dow Jones Futures Fall As Market Bulls Rule; Cisco, Lumentum Earnings Ahead

With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire beat views Saturday. Lumentum, Cisco. Applied Materials earnings are on tap.. Continue Reading

AP2 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

3 Mega-Cap Stocks to Research Further

3 Mega-Cap Stocks to Research Further Megacap stocks dominate their sectors and their actions influence economies worldwide. The flip side though is that their sheer size means they have less room for explosive growth as scale works against them. Sound complicated? With StockStory, it …

AP2 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

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

AP2 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

Is ASML Holding (NasdaqGS:ASML) Trading At A Premium Or Fair Value?

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. ASML Holding stock has delivered strong returns over recent years, yet the current valuation screens as expensive on standard checks, which raises questions about …

ASME main company
Sharemaestro market context Trend signal active 52 weeks +136.7% ASME stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Dow Jones Futures Loom As Market Bulls Rule; Cisco, Lumentum Earnings Ahead

With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire beat views Saturday. Lumentum, Cisco. Applied Materials earnings are on tap.. Continue Reading

AP2 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

Earnings Week Ahead: SMCI, CSCO, JD, PLUG, and more

[Business Person Reviewing Quarterly Report During Meeting in Office Setting] The second full week of August features a diverse earnings slate spanning AI infrastructure, semiconductors, space technology, healthcare, financials, and consumer names, with Super Micro Computer (SMCI [https://seekingalpha.com/symbol/SMCI]), Nebius (NBIS [https://seekingalpha.com/symbol/NBIS]), Cisco Systems (CSCO …

AP2 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

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