Sharemaestro Newsreel

Nokia’s (NOK) AI Network Bet Gets A Taiwan Proving Ground

Nokia (NYSE:NOK) has spent the past year rebuilding its story around AI, and earlier on July 14, it added another data point. The company signed a 5G expansion agreement with Taiwan Mobile to deploy its AirScale portfolio and AI-driven software across the carrier's network, …

Stanley Druckenmiller's Portfolio Skips Megacap Tech Almost Entirely. Here's What He's Buying Instead.

Key Points Billionaire investor Stanley Druckenmiller has a long track record of success. His Duquesne Family office only holds one "Magnificent Seven" stock, and it cut way back on that one in Q1. Sandisk, Seagate, Broadcom, and Micron are among the tech names he …

Microchip Q1 Earnings: Data Center Sales Nearly Doubled and a $1 Billion Year Is Next

Grindr CEO makes stunning AI reveal that changes the dating game

Grindr (GRND) just told investors that artificial intelligence (AI) now runs through everything it builds. On August 6, CEO George Arison walked through second-quarter results with a claim that stood out even in a market full of AI announcements. He said the dating platform …

Nvidia, Micron or Broadcom: What Would Raymond Dalio Do?

Quick Read NVIDIA trades at a forward P/E of 23 and PEG of 0.55, making it cheaper on growth than Broadcom's lofty P/E of 69. Analysts set a $303 consensus target on NVDA, implying 38% upside, with 58 of 61 rating it Buy or …

Trending stocks this week as SpaceX, Palantir earnings and jobs data drive markets

[Wall Street New York stock exchange stock market] alexsl Wall Street ended the week higher, with the Dow Jones Industrial Average (DJI [https://seekingalpha.com/symbol/DJI]) and the S&P 500 (SP500 [https://seekingalpha.com/symbol/SP500]) closing at record highs as investors weighed a deluge of corporate earnings, including results from …

Xanadu Accelerates Chip Production as Investors Await Next Catalyst in Race to Scalable Quantum Computing – Quarterly Update Report

Download the Complete Report Here Xanadu Quantum Technologies (XNDU) Optical-Loss Progress and Higher Wafer Throughput Advance Hardware Roadmap as Growth Investment Accelerates Key Takeaways: XNDU advanced hardware execution, achieving 0.085 dB edge-coupling loss while increasing thin-film lithium niobate and silicon nitride fabrication by 75% …

16 out of 16 technology stocks deliver EPS wins this week: Earnings Scorecard

The technology sector was in focus this week after investors assessed earnings reports from companies including Palantir Technologies (PLTR [https://seekingalpha.com/symbol/PLTR]) and Advanced Micro Devices (AMD [https://seekingalpha.com/symbol/AMD]). The technology sector (XLK [https://seekingalpha.com/symbol/XLK]) gained over 30% so far this year, compared to the nearly 13% rise …

AMD Tops Q2 Estimates, but Investors Still Hit the Sell Button. What's Next for AMD Stock.

Wall Street has developed an expensive habit when it comes to artificial intelligence (AI) stocks. Every quarter has to be bigger than the previous one. Simply beating expectations no longer earns applause. Investors now want results that shatter forecasts, raise long-term expectations, and justify …

Advance Auto Parts vs. Ford Motor: Which Automotive Stock Is a Better Buy in 2026?

Key Points Advance Auto Parts is leveraging AI-powered delivery technology and market hub restructuring to stabilize its retail footprint. Ford Motor continues to generate massive free cash flow while leaning on its commercial Pro segment to offset electric vehicle transition costs. Which automotive player …

Is Micron Still a Buy as the Global Memory Race Accelerates?

Micron (NASDAQ: MU) is spending billions to expand the memory infrastructure powering artificial intelligence. Its new fabs could strengthen pricing power and long-term growth, but they could also revive the oversupply cycle that has repeatedly punished memory investors. Stock prices used were the market …

Is AMD Stock a Buy on the Dip as AI Revenue Surges?

Key Points AMD is seeing strong growth, but its larger growth opportunities are still in front of it. Its new Helios AI server racks should be a strong growth driver in the year ahead.10 stocks we like better than Advanced Micro Devices › Advanced …

ON Semiconductor Corp (ON) Aktienanalyse & Prognose

Firebird opens region’s largest AI Factory in Armenia, backed by Nvidia chipsets

Investing.com - U.S.-based AI cloud infrastructure provider Firebird officially launched the Commonwealth of Independent States (CIS) region's largest AI Factory in Hrazdan, Armenia, on Saturday, marking the operational debut of a multi-billion-dollar global computing platform. The facility, powered by Nvidia Corp's accelerated computing, networking, …

Does Broadcom (AVGO) Now Lead The Biggest AI Infrastructure Spend Outside GPUs?

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Broadcom (NasdaqGS:AVGO) has become a dominant supplier for hyperscale AI clusters used by major cloud and AI providers such as Anthropic, OpenAI, and Meta. …

AMD Just Reported Its Data Center Revenue More Than Doubled Year-Over-Year. What Comes Next.

Advanced Micro Devices' (AMD) data center business just delivered one of the clearest structural shifts in the company's modern history. In the second quarter of 2026, AMD reported data center revenue of $6.7 billion. That's more than double the $3.2 billion recorded a year …

Earnings Scoreboard: 86% of S&P 500 reporting firms top EPS estimates as 79% post Y/Y profit growth

[Rolled newspaper with the headline Quarterly Results] Zerbor S&P 500 earnings activity accelerated this week, with more than 130 index members reporting quarterly results that provided key insights into corporate margin health, spending trends, and overall macroeconomic strength. EARNINGS ROUNDUP: * BOTTOM LINE (EPS): …

Michael Burry says it’s 'Trump's market' where price doesn't matter

Astrid Stawiarz "The Big Short" investor Michael Burry is doubling down on his bearish views. In an X post on Saturday, the well-known short seller vented his frustration over what he called “Trump’s market,” where prices no longer reflect fundamentals. “When price matters again, …

Advanced Micro Devices (AMD) Price Prediction: How Much a $5,000 Investment Could Be Worth by 2031

Quick Read AMD's Data Center revenue jumped 57% YoY, driving a base-case projection of $7,657 from a $5,000 investment by 2031. Export controls already cost AMD roughly $800 million in inventory charges, while a P/E of 206 leaves little room for execution stumbles. Lisa …

This Analyst On Wall Street Thinks The CPU Trade Is Overdone, Should You Sell ARM (ARM) Stock?

ARM Holdings Plc (NASDAQ:ARM) has become one of the key beneficiaries of the AI boom. It has expanded beyond its traditional smartphone business into the fastest-growing cloud and data center markets. The company's energy-efficient CPU designs are increasingly being adopted by major cloud providers …

Should You Buy Advanced Micro Devices (AMD) Stock After Its 12-Month Return of 200%?

Key Points Advanced Micro Devices has become one of Nvidia's fiercest competitors in the market for artificial intelligence data center chips. The company's data center revenue more than doubled during the 2026 second quarter. Whether investors should buy AMD stock might depend entirely on …

The Numbers Behind ON Semiconductor’s (ON) Higher Target and Unchanged Hold Rating

ON Semiconductor Corp (NASDAQ:ON) gave investors plenty of reasons for optimism after delivering stronger-than-expected second-quarter earnings, issuing third-quarter guidance above Wall Street's expectations, and reaffirming that its AI data center revenue is on track to more than double in 2026. Robert W. Baird analyst …

Forget the Artificial Intelligence (AI) Capex Bubble: SpaceX CEO Elon Musk Says the Memory Shortage Will Drive Costs Even Higher

Key Points Hyperscalers are increasing their capital expenditures (capex) budgets as demand for memory chips surges. During SpaceX's recentearnings call CEO Elon Musk specifically identified memory as the limiting factor for AI build-outs. Musk explained that demand for memory is far outpacing available supply, …

AMD's Data Center Business Is Skyrocketing. The Stock Is Falling. Here's Why.

Key Points AMD's Q2 was going up against weak year-over-year comparisons. Nvidia is still the king in the AI computing space. 10 stocks we like better than Advanced Micro Devices › AMD(NASDAQ: AMD) has been on an absolute tear this year. The stock has …

Micron vs. Sandisk: Which Is the Better AI Memory Stock to Own for the Next 3 Years?

Key Points Both Micron and Sandisk have been huge winners in 2026. Micron is enjoying strong growth across all of its segments and projects sustained demand. Sandisk's NAND memory is in high demand, with its CEO saying the company's growth should continue.10 stocks we …

Texas Instruments Inc (TXN) Aktienanalyse & Prognose

How Chevron became the AI darling of Big Oil

Welcome to rural Reeves County, which counts about 4,000 households over 2,600 square miles, in barren and arid West Texas. Soon, courtesy of Chevron, the county will possess enough gas-fired electricity to power more than 2 million homes—though in this case, all of that …

Gewinnverfehlung: Die Infineon Technologies AG verfehlte das Ergebnis je Aktie um 7,2 %, und Analysten korrigieren ihre Prognosen

Situational Awareness invested $500 million in chip startup Source Foundry

Investing.com -- Situational Awareness invested a total of $500 million in semiconductor manufacturing startup Source Foundry, Bloomberg reported, citing people familiar with the matter. The hedge fund, founded by former OpenAI researcher Leopold Aschenbrenner, initially committed $100 million to the privately held company before …

Why Microchip Technology (MCHP) Is Up 14.0% After Strong Q1 Results And New PCIe Gen 6 Push

In early August 2026, Microchip Technology reported first-quarter fiscal 2027 results showing sales rising to US$1,484.7 million and net income improving to US$229.8 million, alongside guidance for higher second-quarter revenue and earnings and a reaffirmed quarterly dividend of US$0.455 per share. The company also …

What Does Intel (INTC) Gain From Its Texas Chip Facility Joint Venture?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Intel (NasdaqGS: INTC) announces a joint venture with SpaceX and Tesla to build a semiconductor fabrication facility in Texas as part of the …

Nvidia to invest up to $3 billion in Lancium, the Information reports

(Corrects paragraph 1 to remove garble) Aug ‌7 (Reuters) - Nvidia will invest ‌up to $3 billion in ​Blackstone backed power infrastructure developer Lancium, the company behind Stargate, ‌the Information ⁠reported on Friday. Nvidia will get a ⁠20% stake in Lancium for ​the first …

Osisko Metals (TSX:OM) Is Up 20.8% After Reporting Deepening 2026 Losses Has The Bull Case Changed?

Osisko Metals Incorporated reported second-quarter 2026 results showing a net loss of C$84.13 million, versus net income of C$0.796 million in the same period a year earlier, with basic and diluted loss per share from continuing operations of C$0.11. Over the first six months …

Dow Jones Futures: What To Do As Stock Market Revs Up; Warren Buffett, Cisco, Lumentum Due

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

Die Microchip-Aktie (MCHP) scheint gemessen am Cashflow und am Gewinn voll bewertet zu sein

Intel Quashed Its Dividend in 2024. Now the Stock's Up 389% and Investors Want It Back.

An Intel sign out front of a corporate office by wolterke via Adobe Stock Dividend tech stocks are a rare breed. I mean, technically NVIDIA (NASDAQ: NVDA) and Apple (NASDAQ: AAPL) pay dividends, but the yields barely reach 1%. That's why finding a decent …