Germany Semiconductors news | Sharemaestro Newsreel

16:41 13 Aug 2026

finance.yahoo.com Earnings Main company 🇩🇪 Germany

Jim Cramer Says Nvidia GPUs Are ‘More Like Fine Jewelry’ Than Cars. Here Is Why That Matters for NVDA Investors.

Quick Read Jim Cramer argues NVDA GPUs hold value like fine jewelry, backed by 75% gross margins and $81.6B in Q1 FY2027 revenue. Nvidia's CUDA software moat anchors a $500B AI financing stack by ensuring installed GPUs retain collateral value years after newer chips …

NVD main company

Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8%

16:32 13 Aug 2026

finance.yahoo.com Guidance Provider-linked mention 🇩🇪 Germany

Cerebras Systems Poised to See More Upside From Capacity, AI Demand, Morgan Stanley Says

Cerebras Systems (CBRS) is poised to see further growth as it adds data center capacity, expands new inference products with AMD (AMD) and Amazon (AMZN) Web Services, as well as gains more hyperscaler business, Morgan Stanley said in a note Thursday.The company expects core …

AMD mentioned

Sharemaestro market context Trend signal active 52 weeks +175.8% · Next-week setup positive 58.8%

16:30 13 Aug 2026

finance.yahoo.com Regulatory and legal Main company 🇩🇪 Germany

Why Nvidia May Stand in the Way of Wall Street's Plans to Turn AI Compute Into a Commodity

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. CME Group Inc. (NASDAQ:CME) said Tuesday it will launch AI compute futures on Oct. 5, pending regulatory review, with contracts tracking monthly rental prices for NVIDIA Corp. …

NVD main company

Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8%

16:28 13 Aug 2026

finance.yahoo.com Market update Main company 🇩🇪 Germany

Micron Stock Keeps Rallying. Watch Out for This New Memory-Chip Rival.

Despite Thursday’s surge, the company fell behind in the second quarter among suppliers of NAND memory chips. Continue Reading

MTE main company

Sharemaestro market context Trend signal active 52 weeks +636.2% · Next-week setup positive 59.7%

16:27 13 Aug 2026

finance.yahoo.com Market update Main company 🇩🇪 Germany

Déjà Vu. Why Intel Is Eyeing a Return to Memory.

Intel’s CEO said this week that the chip maker may return to the memory market, potentially making it a challenger to Micron and SK Hynix. Continue Reading

INL main company MTE mentioned

Sharemaestro market context Trend signal active 52 weeks +307.0%

16:25 13 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇩🇪 Germany

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

Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8%

16:24 13 Aug 2026

finance.yahoo.com Analyst action Provider-linked mention 🇩🇪 Germany

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%

16:21 13 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇩🇪 Germany

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

Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8%

16:19 13 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇩🇪 Germany

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 …

TII mentioned MCP mentioned

Sharemaestro market context Trend signal active 52 weeks +51.8%

16:14 13 Aug 2026

finance.yahoo.com Balance sheet Provider-linked mention 🇩🇪 Germany

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 …

AMD mentioned

Sharemaestro market context Trend signal active 52 weeks +175.8% · Next-week setup positive 58.8%

16:12 13 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇩🇪 Germany

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

Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8%

16:08 13 Aug 2026

finance.yahoo.com Market update Main company 🇩🇪 Germany

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%

16:07 13 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇩🇪 Germany

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

Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8%

15:50 13 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇩🇪 Germany

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%

15:41 13 Aug 2026

finance.yahoo.com Balance sheet Provider-linked mention 🇩🇪 Germany

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 AMD mentioned

Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8%

15:35 13 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇩🇪 Germany

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%

15:30 13 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇩🇪 Germany

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%

15:28 13 Aug 2026

finance.yahoo.com Earnings Main company 🇩🇪 Germany

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%

15:23 13 Aug 2026

finance.yahoo.com Earnings Main company 🇩🇪 Germany

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

Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8%

15:22 13 Aug 2026

nasdaq.com Earnings Provider-linked mention 🇩🇪 Germany

Stocks Close Higher on Favorable CPI Report and Positive AI News

The S&P 500 Index ($SPX) (SPY) on Wednesday rose +0.26%, the Dow Jones Industrial Average ($DOWI) (DIA) fell -0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose +0.74%. September E-mini S&P futures (ESU26) rose +0.31%, and September E-mini Nasdaq futures (NQU26) rose +0.71%. Stocks …

NVD mentioned MTE mentioned

Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8%

15:20 13 Aug 2026

finance.yahoo.com Macro sensitivity Provider-linked mention 🇩🇪 Germany

Here's Where the Fed May Take Interest Rates Under Chairman Kevin Warsh

Federal Reserve Chairman Kevin Warsh began leading the U.S.'s central bank in March, and since then, the Fed has kept interest rates unchanged at both of its meetings. This past meeting, however, presented the largest Fed dissent in a decade, with nine policymakers voting …

NVD mentioned

Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8%

15:16 13 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇩🇪 Germany

IREN Jumps 10% as Microsoft Accepts First AI Data Center Under $9.7 Billion Deal

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. IREN Ltd.(NASDAQ:IREN) shares jumped over 10% Thursday after Microsoft Corp.(NASDAQ:MSFT) formally approved Horizon 1, clearing the first of four AI data centers IREN is building under their …

NVD mentioned

Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8%

15:09 13 Aug 2026

finance.yahoo.com Guidance Provider-linked mention 🇩🇪 Germany

Why Is Coherent (COHR) Drawing Attention After A Q4 Beat And Raised Outlook?

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Coherent (NYSE: COHR) reported fourth quarter results that exceeded expectations, supported by strong AI infrastructure demand in its data center optical networking business. The company …

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Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8%

15:05 13 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇩🇪 Germany

My Take on Barrick Mining's Pullback: This Is a Buying Window, Not a Red Flag.

Shares of Barrick Mining (NYSE: B) are down around 0.5% so far this year and off roughly 20% from their 52-week high of $54.69. Based on those numbers, you would think the Canadian mining company is having a bad year, but that's far from …

NVD mentioned

Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8%

15:00 13 Aug 2026

finance.yahoo.com Market update Main company 🇩🇪 Germany

Can Nvidia’s circular financing keep fueling the market rally?

Morning Brief Host Julie Hyman welcomes Defiance ETFs CIOSylvia Jablonski and Yahoo Finance Senior Business Reporter Ines Ferre to the show to break down Nvidia (NVDA)'s circular financing, the cyclical nature of the semiconductor industry, and whether massive AI capex spending can continue to …

NVD main company

Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8%

14:59 13 Aug 2026

finance.yahoo.com Market update Main company 🇩🇪 Germany

Why Nvidia Stock Is Stuck Despite a Wild Week for AI

On paper, the technicals for the stock look positive. After closing above $224 on Wednesday, the share price is sitting comfortably above all of its 20-day, 50-day, and 200-day moving averages. Continue Reading

NVD main company

Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8%

14:57 13 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇩🇪 Germany

SE Q2 Earnings Miss Estimates as Costs Rise, Revenues Beat & Grew Y/Y

Sea Limited's SE adjusted earnings were 86 cents per share in the second quarter of 2026, missing the Zacks Consensus Estimate by 14%. On a reported basis, earnings per share rose 7.7% year over year to 70 cents. Revenues of $7.8 billion increased 48.1% …

NVD mentioned

Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8%

14:49 13 Aug 2026

finance.yahoo.com Earnings Main company 🇩🇪 Germany

Wall Street Analysts Predict 70% Upside for This AI Memory Stock in 2027

Situational Awareness Taiyo Yuden stake unwind, Leopold Aschenbrenner. Photo by BeInCrypto Micron (MU) stock is holding near $911 after a 189% price rise in 2026. Yet, Wall Street still sees roughly 70% more upside. And there is good reason behind this optimism. The world …

MTE main company

Sharemaestro market context Trend signal active 52 weeks +636.2% · Next-week setup positive 59.7%

14:45 13 Aug 2026

finance.yahoo.com Macro sensitivity Provider-linked mention 🇩🇪 Germany

U.S. Budget Deficits Just Surged to $432.3 billion in July While Trump Weighs Brand-New Tax Cuts

Quick Read July's $432 billion deficit, the largest since March 2021, drove the year-to-date shortfall to $1.8 trillion while the White House eyes brand-new tax cuts. The TLT (bond) and VNQ (real estate) ETFs could face pressure as 20-year and 30-year Treasury yields sit …

NVD mentioned

Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8%

14:44 13 Aug 2026

finance.yahoo.com Earnings Main company 🇩🇪 Germany

Micron Technology (MU): A Clear Beneficiary of the AI Infrastructure Buildout?

TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the 'TCW Concentrated Large Cap Growth Fund.' A copy of the letter can be downloaded here. During the second quarter, AI monetization, a fragile Middle East ceasefire, and a Federal Reserve …

MTE main company

Sharemaestro market context Trend signal active 52 weeks +636.2% · Next-week setup positive 59.7%

14:44 13 Aug 2026

finance.yahoo.com Balance sheet Provider-linked mention 🇩🇪 Germany

Household Debt Just Fell for the First Time in 6 Years — Here’s Why That’s Bad News

Quick Read The $13B quarterly drop in household debt is a mortgage reporting artifact the New York Fed expects to reverse next quarter, not genuine consumer deleveraging. Auto loans hit an all-time high of $1.71 trillion while 1 in 8 credit card dollars is …

NVD mentioned

Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8%

14:35 13 Aug 2026

finance.yahoo.com Analyst action Provider-linked mention 🇩🇪 Germany

Inside Latigo Biotherapeutics’ IPO: A Non-Opioid Pain Bet Goes Public

Quick Read LTGO priced its IPO at $18, opened at $21, and raised nearly $350 million from an oversubscribed offering. LTG-001 delivered 50% greater pain relief than hydrocodone in a 343-patient trial, positioning it for a first-ever opioid-free label claim. Phase 3 trials launching …

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Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8%

14:35 13 Aug 2026

finance.yahoo.com Guidance Provider-linked mention 🇩🇪 Germany

Archer Aviation CEO Signals Strong Outlook for Investors

Archer Aviation (NYSE: ACHR) still has a long road ahead. The upstart aircraft maker isn't generating meaningful revenue, remains unprofitable, and has yet to begin large-scale commercial operations. Yet CEO Adam Goldstein continues projecting confidence about the company's future, and unlike many early-stage aerospace …

NVD mentioned

Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8%

14:33 13 Aug 2026

finance.yahoo.com Capital return Provider-linked mention 🇩🇪 Germany

TXN's $5.8B Shareholder Returns: Can FCF Support Bigger Payouts Ahead?

Texas Instruments Incorporated TXN is showing that its improving business momentum is translating into stronger cash generation, raising the question of whether bigger shareholder payouts could follow. The company returned $5.8 billion to shareholders over the past 12 months through dividends and share repurchases. …

TII mentioned

Sharemaestro market context Trend signal active 52 weeks +51.8%

14:32 13 Aug 2026

finance.yahoo.com Capital return Provider-linked mention 🇩🇪 Germany

The Biggest Chip Stocks All Yield Under 1%. Here's Where the Cash Actually Goes.

Nvidia (NASDAQ: NVDA) yields 0.45%. Broadcom (NASDAQ: AVGO) yields 0.61%, Taiwan Semiconductor (NYSE: TSM) 0.66%, and Applied Materials (NASDAQ: AMAT) just 0.39%. In other words, the most profitable corner of the technology market pays income investors almost nothing. Missed Nvidia in 2009? This Rare …

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Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8%

14:26 13 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇩🇪 Germany

Burry doubles down on Nebius short after stock surges 34% on earnings

Investing.com -- Nebius Group's stock surged 34% on August 12 after the AI cloud company posted second-quarter revenue of $582.3 million, up 454% year-over-year and ahead of analyst estimates of $572.75 million compiled by LSEG. The blowout results did not deter short seller Michael …

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Sharemaestro market context Trend signal active 52 weeks +27.0% · Next-week setup positive 58.8%