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1 Nasdaq 100 Stock for Long-Term Investors and 2 We Question

1 Nasdaq 100 Stock for Long-Term Investors and 2 We Question The Nasdaq 100 (^NDX) is home to some of the biggest success stories in tech and growth investing. However, certain stocks in the index face challenges like profitability concerns, rising costs, or shifts …

INL mentioned TII mentioned
Sharemaestro market context Trend signal active 52 weeks +324.7% · Next-week setup positive 55.3% INL stored weekly price path from 22 Aug 2025 to 14 Aug 2026

5-star analyst resets AMD stock price target

Advanced Micro Devices just got a fresh vote of confidence from one of Wall Street's most accurate stock pickers, even as the chip giant's shares took a beating after earnings. JPMorgan analyst Harlan Sur raised his price target on AMD (AMD) to $550 from …

AMD main company
Sharemaestro market context Trend signal active 52 weeks +199.8% · Next-week setup positive 56.1% AMD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Core Scientific (CORZ) Shareholders Rejected a $9B Sale. Does the AMD Deal Vindicate Them?

Core Scientific, Inc. (NASDAQ:CORZ) announced a major infrastructure partnership with Advanced Micro Devices, Inc. (NASDAQ:AMD) on July 28, giving the chipmaker's ecosystem access to more than 500 megawatts of U.S. data-center capacity beginning in 2027. The arrangement can expand to 2.5 gigawatts. Core Scientific …

AMD mentioned
Sharemaestro market context Trend signal active 52 weeks +199.8% · Next-week setup positive 56.1% AMD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Unpacking the Latest Pullback in Micron Stock

Key Points Some investors are worried that Micron and other semiconductor stocks won't enjoy the AI spending boom for long. But there's little evidence right now that large tech companies are backing away from massive AI capex spending.10 stocks we like better than Micron …

MTE main company
Sharemaestro market context Trend signal active 52 weeks +717.5% · Next-week setup positive 59.9% MTE stored weekly price path from 22 Aug 2025 to 14 Aug 2026

A $10,000 Investment in Taiwan Semiconductor Today Will Be Worth This Much by 2028

Key Points TSMC doesn't care which company wins the AI revolution, as long as it buys chips from it. Taiwan Semiconductor is heavily investing in capabilities to ensure it can meet demand. 10 stocks we like better than Taiwan Semiconductor Manufacturing › Taiwan Semiconductor(NYSE: …

AMD mentioned
Sharemaestro market context Trend signal active 52 weeks +199.8% · Next-week setup positive 56.1% AMD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Billionaire investor shorting SpaceX says one possible fix won't work

The bearish case against SpaceX keeps finding new voices. I've now tracked short theses from Doug Kass, warnings from the former Nasdaq CEO, my colleague's piece on Michael Burry walking away from the trade, and Jim Cramer urging patience before the lockup expiration. Now …

AMD mentioned
Sharemaestro market context Trend signal active 52 weeks +199.8% · Next-week setup positive 56.1% AMD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Marvell (MRVL) vs. AVGO and NVDA: Can AI Interconnect Growth Deliver the Earnings Its Premium Valuation Demands?

Is MRVL a good stock to buy? We came across a bullish thesis on Marvell Technology, Inc. on Compounding Your Wealth's Substack by Sergey. In this article, we will summarize the bulls' thesis on MRVL. Marvell Technology, Inc.'s share was trading at $211.02 as …

NVD mentioned QCI mentioned
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Micron Has Surged 207% This Year. Brace for a Steep Pullback.

Key Points AI-driven demand for HBM and tight memory supply have powered Micron’s exceptional earnings growth. Slower DRAM and NAND price increases could make current growth expectations harder to sustain. Micron’s low forward valuation may soon change if earnings upgrades begin to fade.10 stocks …

MTE main company
Sharemaestro market context Trend signal active 52 weeks +717.5% · Next-week setup positive 59.9% MTE stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Opinion: The Best AI Memory Stock to Buy Isn't Micron or Sandisk -- It's This Korean Giant

Key Points Advanced DRAM and NAND flash solutions are becoming a bottleneck within the AI chip stack. Micron and Sandisk are two of the best-known producers of AI memory chips. A rival from Korea holds more market share than Micron and Sandisk, and is …

MTE mentioned
Sharemaestro market context Trend signal active 52 weeks +717.5% · Next-week setup positive 59.9% MTE stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Datadog coverage update: BofA stays bullish on weakness

Datadog Inc. (DDOG) spent last summer defending itself against one accusation: that its biggest customer was quietly building its way out the door. In July 2025, Guggenheim downgraded the stock to sell, warning that OpenAI was developing in-house monitoring tools that could carve a …

AMD mentioned
Sharemaestro market context Trend signal active 52 weeks +199.8% · Next-week setup positive 56.1% AMD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Nvidia and Micron Have Driven the S&P 500’s 2026 Rally to Record Highs. History Says It’s Not Over

Quick Read The S&P 500's 25 all-time highs in 2026 mark its seventh-best start in 33 years, fueled by 29% year-over-year earnings growth. Micron's 208% YTD return generated nearly as much S&P 500 index impact as Nvidia despite holding just a fraction of Nvidia's …

MTE main company
Sharemaestro market context Trend signal active 52 weeks +717.5% · Next-week setup positive 59.9% MTE stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Key deals this week: Bending Spoons, Advanced Micro Devices, Visa, Prologis, and more

Here's a list of key deals reported across sectors this week: DoubleVerify (DV [https://seekingalpha.com/symbol/DV]) agreed to be acquired [https://seekingalpha.com/pr/20611211-nielsen-to-acquire-doubleverify-creating-a-leading-independent-media-intelligence-platform#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews] by Nielsen in an all-cash transaction valued at ~$2.15B. DV shareholders will receive $13.60 per share in cash, representing a 30% premium to the 60-day …

AMD mentioned
Sharemaestro market context Trend signal active 52 weeks +199.8% · Next-week setup positive 56.1% AMD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

3 Artificial Intelligence (AI) Stocks to Load Up On in August

Key Points Nvidia has a major catalyst arriving in the latter half of August. Micron is benefiting from soaring memory chip prices. Amazon is seeing significant growth in cloud computing thanks to AI workloads. 10 stocks we like better than Nvidia › August has …

MTE mentioned AMD mentioned
Sharemaestro market context Trend signal active 52 weeks +717.5% · Next-week setup positive 59.9% MTE stored weekly price path from 22 Aug 2025 to 14 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

NVD mentioned
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

'Very little to like': Wall Street assesses surprise July jobs report as stocks jump

Wall Street is increasingly betting the latest jobs report will take a Fed rate hike off the table and give stocks room to climb. The Bureau of Labor Statistics' July labor market report showed the economy lost 23,000 jobs, far short of expectations. The …

NVD mentioned
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Street Calls of the Week

Investing.com -- Here is your Pro Recap of the top takeaways from Wall Street analysts for the past week. InvestingPro subscribers always get first dibs on market-moving AI analyst comments. Upgrade today! Fair Isaac Corp. What's the full story? Wolfe Research downgrades Fair Isaac …

AMD mentioned
Sharemaestro market context Trend signal active 52 weeks +199.8% · Next-week setup positive 56.1% AMD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

AMD (AMD) Buys Inference Chip Startup Taalas To Sharpen Its AI Edge

Advanced Micro Devices (NASDAQ:AMD) is trying to solve two problems at once: proving its AI hardware can keep growing as fast as Street expects, and making a case for why that growth alone should justify the stock's price. On August 6, AMD confirmed a …

AMD main company
Sharemaestro market context Trend signal active 52 weeks +199.8% · Next-week setup positive 56.1% AMD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Apple CEO Tim Cook Predicts a "100-Year" Flood. Here Are 2 Stocks Primed to Cash In.

Key Points Many other companies are dealing with rising memory chip prices. Sandisk and Micron's stocks are priced cheaply. 10 stocks we like better than Sandisk › Apple Chief Executive Officer Tim Cook dropped a bombshell on investors during the company's latest quarterlyearnings call …

MTE mentioned
Sharemaestro market context Trend signal active 52 weeks +717.5% · Next-week setup positive 59.9% MTE stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Micron (MU) Secures Strategic Auto Deals and AI Momentum to Offset Cyclical Pressures

Micron Technology (NASDAQ:MU) has experienced strong AI-driven demand through 2026, helping offset its historical exposure to cyclical market downturns. Earlier, on July 16, Micron completed Strategic Customer Agreements with a group of automotive Tier 1 suppliers, a smaller but telling sign that its customer …

MTE main company QCI mentioned
Sharemaestro market context Trend signal active 52 weeks +717.5% · Next-week setup positive 59.9% MTE stored weekly price path from 22 Aug 2025 to 14 Aug 2026

SpaceX Lost $2 Billion in the First Half of 2026. Micron Made $28 Billion in Profits in Its Latest Quarter. But the Better Stock Pick Isn't as Obvious as Those Numbers Suggest.

Key Points SpaceX is a cash-burning furnace, while Micron is a cash-printing machine. SpaceX has an astronomical valuation compared to Micron's bargain valuation However, there are reasons why Wall Street is more bullish about SpaceX than Micron.10 stocks we like better than Space Exploration …

MTE main company
Sharemaestro market context Trend signal active 52 weeks +717.5% · Next-week setup positive 59.9% MTE stored weekly price path from 22 Aug 2025 to 14 Aug 2026

My 3 Favorite Value Stocks to Buy Right Now

Key Points Amazon's P/E ratio keeps falling despite a surging stock price. It is not too late to capitalize on Target's stock price recovery. Nvidia's stock price has not risen in proportion to the company's growth in recent years.10 stocks we like better than …

AMD mentioned
Sharemaestro market context Trend signal active 52 weeks +199.8% · Next-week setup positive 56.1% AMD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

STMicroelectronics (ENXTPA:STMPA) Stock Looks Overvalued While Its 124% Return Stays Strong

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. STMicroelectronics stock has delivered a very strong 124.2% return over the past year, yet the current valuation checks lean expensive rather than pointing to …

SGM main company
Sharemaestro market context Trend signal active 52 weeks +101.4% · Next-week setup positive 57.5% SGM stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Micron's Stock Price Has Corrected 30% From Its All-Time High. Is It Time to Buy?

Key Points A 30% correction doesn't automatically make Micron a bargain. Investors have become more cautious about how long Micron's strong profits can last. As long as demand for AI infrastructure and advanced memory continues to grow, Micron could continue increasing its revenue and …

MTE main company
Sharemaestro market context Trend signal active 52 weeks +717.5% · Next-week setup positive 59.9% MTE stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Geron (GERN) Is Up 14.7% After Issuing First RYTELO Revenue Guide And Narrowing Losses - Has The Bull Case Changed?

In the second quarter of 2026, Geron Corporation reported revenue of US$57.48 million versus US$49.04 million a year earlier, a net loss of US$16.68 million, first-half revenue of US$109.32 million, and a reduced first-half net loss of US$20.32 million, while also filing a US$6.03 …

NVD mentioned
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Humanoids are as much a compute story as a robotics one

Investing.com -- Humanoid robots could create demand for data-centre infrastructure, AI accelerators, memory and edge processors well before widespread commercial deployment begins, according to Barclays analysts mapping more than 100 companies across the emerging value chain. Investor attention has largely focused on visible hardware …

NVD mentioned AMD mentioned QCI mentioned
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Intel Foundry Lands a Major New Client Worth Watching

Key Points Intel will manufacture Fortinet's next-generation Security Processor 6. The deal could help Intel challenge TSMC's dominance, particularly with security chips. Intel's high valuation may not make this deal actionable to shareholders, at least for now. These 10 stocks could mint the next …

INL main company
Sharemaestro market context Trend signal active 52 weeks +324.7% · Next-week setup positive 55.3% INL stored weekly price path from 22 Aug 2025 to 14 Aug 2026

STMicroelectronics (ENXTPA:STMPA) Lifted Guidance, Is The Stock Fully Priced?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. STMicroelectronics (ENXTPA:STMPA) updated its guidance with higher revenue expectations, pointing to demand in AI infrastructure, automotive, industrial and Low Earth Orbit satellite markets …

SGM main company
Sharemaestro market context Trend signal active 52 weeks +101.4% · Next-week setup positive 57.5% SGM stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Forget SMH. The Chip Fund That Owns Less Nvidia Is Beating It by 20 Points

Quick Read SOXX's evenly capped weighting crushed SMH by 20 points in 2026, proving fund structure matters more than stock selection in a broadening chip market. SOXQ delivers the same semiconductor sector exposure at 0.10%, roughly a third of SMH's fee, and returned 72% …

AMD mentioned
Sharemaestro market context Trend signal active 52 weeks +199.8% · Next-week setup positive 56.1% AMD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Why the Market Continues to Sleep on Micron's Growth Potential

Key Points Micron's memory business is highly cyclical. Longer-term agreements could mitigate the effects of a downcycle.10 stocks we like better than Micron Technology › The behavior of Micron(NASDAQ: MU) stock has shown extreme volatility, particularly over the last year. The stock made gains …

MTE main company
Sharemaestro market context Trend signal active 52 weeks +717.5% · Next-week setup positive 59.9% MTE stored weekly price path from 22 Aug 2025 to 14 Aug 2026

AMD just made bold move to challenge Nvidia

Advanced Micro Devices (AMD) has spent 2026 proving it can compete with Nvidia in the artificial intelligence race. Its stock has more than doubled this year, and its data center business is growing fast. Now AMD is trying something different. The company just bought …

AMD mentioned
Sharemaestro market context Trend signal active 52 weeks +199.8% · Next-week setup positive 56.1% AMD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Doximity (DOCS) Is Up 31.0% After Raising Revenue Outlook On Clinical AI Adoption - Has The Bull Case Changed?

Doximity, Inc. recently reported fiscal first-quarter 2027 results, with revenue rising to US$156.62 million from US$145.91 million a year earlier, while net income and earnings per share declined year on year. Management emphasized rapid uptake and monetization of its clinical AI tools, updating guidance …

NVD mentioned
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Nvidia’s $3 Billion Bet on Lancium Signals the Compute Landlord Thesis Has Reached the Power Layer

The bottleneck for AI has shifted from compute capacity to the electricity required to run it. Nvidia, which has spent the past two years underwriting the financial existence of its largest customers through vendor financing and credit substitution, is now crossing a different threshold …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Microsoft Shows the "Magnificent Seven" What AI Investment Looks Like

In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: Meta and Microsoft’s earnings reports.The best “Magnificent Seven” stock to buy now.Hidden Gems earning highlights.Maibag: Buy single stocks or bet on several companies in …

AMD mentioned
Sharemaestro market context Trend signal active 52 weeks +199.8% · Next-week setup positive 56.1% AMD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Is Microchip Technology (MCHP) Fairly Valued On Strong Earnings And Data Center Growth?

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Microchip Technology (MCHP) drew strong investor attention after its June quarter earnings topped both company and analyst guidance, supported by broader demand recovery, higher factory …

MCP main company
Sharemaestro market context Trend signal active 51 weeks +8.8% MCP stored weekly price path from 8 Aug 2025 to 14 Aug 2026

AMD (AMD) Buys Taalas: Is AI Inference the Next Battleground With Nvidia?

Advanced Micro Devices, Inc. (NASDAQ:AMD) just announced an acquisition that could give major competition to NVIDIA Corporation (NASDAQ:NVDA) in AI-inference. On August 6, AMD said it has agreed to buy chip startup Taalas as specialized inference chips become a critical area of focus for …

AMD main company NVD mentioned
Sharemaestro market context Trend signal active 52 weeks +199.8% · Next-week setup positive 56.1% AMD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

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