Germany Semiconductors news | Sharemaestro Newsreel

15:14 12 Aug 2026

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

CoreWeave & Super Micro earnings are quieting AI concerns. What does this mean for Nvidia?

CoreWeave (CRWV) and Super Micro Computer (SMCI) stocks are both surging after the companies reported quarterly earnings. Westwood's chief investment officer of alternative and multi-asset investments Adrian Helfert and Yahoo Finance Senior Reporter Brooke DiPalma discuss what the results suggest about overall AI demand. …

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15:13 12 Aug 2026

finance.yahoo.com Earnings Main company 🇩🇪 Germany

The Zacks Analyst Blog Highlights NVIDIA and Western Digital

For Immediate Release Chicago, IL – August 12, 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 …

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15:12 12 Aug 2026

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

CoreWeave, Nebius soar as AI spending powers growth

CoreWeave (CRWV) and Nebius (NBIS) shares skyrocket following earnings, as revenue surges to "stupid" levels and demand for AI infrastructure continues to soar. Both companies are benefiting from an AI spending boom that is accelerating faster than Wall Street expected. Video Transcript 00:00 Julie …

NVD mentioned

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15:11 12 Aug 2026

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

Stock Market Today: Nasdaq Charges Higher On Inflation Data; Nvidia Ally Soars (Live Coverage)

Stock Market Today: The Dow Jones index rises on a key CPI inflation report. Nvidia partner CoreWeave soars on earnings. Continue Reading

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15:10 12 Aug 2026

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

The Zacks Analyst Blog Highlights Meta Platforms, Texas Instruments, CrowdStrike and Weyco

For Immediate Release Chicago, IL – August 12, 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 …

TII mentioned

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15:07 12 Aug 2026

finance.yahoo.com Regulatory and legal Provider-linked mention 🇩🇪 Germany

Zacks Investment Ideas feature highlights: Archer Aviation, Boeing, Palantir, NVIDIA, SpaceX and United Airlines

For Immediate Release Chicago, IL – August 12, 2026 – Today, Zacks Investment Ideas feature highlights Archer Aviation ACHR, Boeing BA, Palantir PLTR, NVIDIA NVDA, SpaceX SPCX and United Airlines UAL. Archer Aviation: Ready for Takeoff? Zacks Rank #2 (Buy) company Archer Aviation is …

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15:06 12 Aug 2026

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

Super Micro Advances 13%, Dell Gains 5%, HPE Rises 3% on Blowout AI Server Guidance

Quick Read Super Micro Computer's FY2027 revenue guidance of between $65B and $72B crushed the $52.5B estimate, sending SMCI up 13% and Dell up 5%. NVIDIA gained 2.5% as Super Micro's record $60B order book signals sustained conviction in GPU-powered AI server demand. Barclays, …

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14:44 12 Aug 2026

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

Tech leads sectors higher in early trading as chip stocks gain: AlphaCheck

Good morning. Stocks traded higher on Wednesday after the Consumer Price Index report showed inflation moderated in July amid volatile oil price moves during the month. The Nasdaq Composite (^IXIC) led the major indexes after earnings from key AI infrastructure plays boosted tech stocks. …

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14:37 12 Aug 2026

finance.yahoo.com Balance sheet Main company 🇩🇪 Germany

Nvidia Will Be The World’s First $10 Trillion Company

AI is the most important tech advance in human history, and perhaps the greatest investment of all time. One only has to talk to the hundreds of millions of people who use it (or perhaps billions) and the army of companies around the world …

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14:37 12 Aug 2026

finance.yahoo.com Deals and strategy Provider-linked mention 🇩🇪 Germany

TSMC & Sony Establish JV in Japan to Develop Smartphone Image Sensors

Taiwan Semiconductor Manufacturing Company TSM, or TSMC, and Sony Semiconductor Solutions have executed a legally binding definitive agreement to establish Advanced Vision Semiconductor Manufacturing Corporation, a joint venture (JV) in Kumamoto, Japan. The JV will focus on developing and manufacturing smartphone image sensors, with …

AMD mentioned

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14:35 12 Aug 2026

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

Tim Cook Is Handing Off Apple to John Ternus as CEO on Sept. 1. Here's How Apple's Stock Has Performed Over Cook's 15-Year Tenure.

When Tim Cook took over as CEO of Apple (NASDAQ: AAPL) 15 years ago, expectations were high. Founder and former CEO Steve Jobs had brought it back from the brink of bankruptcy and made it the most valuable company in the world. And of …

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14:34 12 Aug 2026

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

Private 5G Network Deployment Tracker & Forecasts 2026-2030 | Covers 9,300 Engagements Across 130 Countries

Company Logo Dublin, Aug. 12, 2026 (GLOBE NEWSWIRE) -- The "Private 5G Network Deployment Tracker & Forecasts 2026-2030" has been added to ResearchAndMarkets.com's offering. Private cellular networks remained a specialist segment during the 2G and 3G eras, with deployments such as GSM-R supporting railway …

INL mentioned

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14:32 12 Aug 2026

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

AI-Race-Based Dilution: Why Meta Is More Dangerous Than Alphabet

Quick Read Meta (META) saw operating margin collapse from 43% to 31% while Alphabet (GOOGL) expanded margins, powered by Google Cloud growing 82%. Meta's paused buybacks leave stock-based compensation unhedged, quietly expanding share count while Alphabet's $53B free cash flow absorbs vesting pressure. Alphabet's …

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14:28 12 Aug 2026

finance.yahoo.com Regulatory and legal Provider-linked mention 🇩🇪 Germany

Kinder Morgan Just Locked In a $5 Billion Pipeline Deal. Here's What It Means for KMI's Dividend.

Kinder Morgan (NYSE: KMI), Phillips 66 (NYSE: PSX), and HF Sinclair (NYSE: DINO) just finalized a joint venture (JV) and made a final investment decision to build the Western Gateway Pipeline System. Valued at $5 billion, the 1,300-mile Western Gateway system will move refined …

NVD mentioned

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14:22 12 Aug 2026

finance.yahoo.com Earnings Main company 🇩🇪 Germany

NVIDIA's $500B Funding Push: Can It Unlock More Revenue Growth?

NVIDIA Corporation NVDA is taking a major step to accelerate the AI infrastructure buildout by partnering with six leading financial institutions to create financing platforms that could mobilize more than $500 billion of third-party capital over time. The partnerships involve Apollo, BlackRock, Blackstone, Brookfield, …

NVD main company AMD mentioned

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14:20 12 Aug 2026

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

Intuitive Surgical (ISRG) Stock Has Plunged 33% in 2026. Here's Why One Fund Manager Remains Bullish -- and Why I Do, Too.

If you're not familiar with Intuitive Surgical (NASDAQ: ISRG), know this: It's a massive robotic surgical systems specialist, with a recent market value topping $135 billion. That market value was quite a bit higher not so long ago, though -- because while the stock …

NVD mentioned

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14:16 12 Aug 2026

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

4 Semiconductor Stocks to Buy Amid Top Hyperscalers' $745B AI CapEx Bet

Artificial intelligence (AI) is rapidly changing the semiconductor industry, and the next leg of growth could be driven by an enormous increase in infrastructure spending. Four top hyperscalers, Amazon, Alphabet, Microsoft and Meta Platforms, are expected to spend roughly $720 billion to $745 billion …

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14:15 12 Aug 2026

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

Fabric.AI and Kopin Expand Neural I/o™ Program with Several New Non-Disclosure Agreements Across the AI Interconnect Ecosystem

NDAs include several with NVIDIA NVLink partners NEW YORK, NY, Aug. 12, 2026 (GLOBE NEWSWIRE) -- Fabric.AI (Nasdaq: FABC) ("Fabric.AI" or the "Company"), an AI infrastructure company developing a suite of fabless semiconductor technologies for next-generation AI factories, today announced expanded industry engagement around …

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14:15 12 Aug 2026

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

AI Titans Unite at JFrog swampUP 2026 to Define the Future of the Software Supply Chain

Software and security visionaries from Anthropic, Cursor, Google-Wiz, Microsoft, NVIDIA, and more unite to chart the future of trusted software and AI delivery at scale SUNNYVALE, Calif., August 12, 2026--(BUSINESS WIRE)--JFrog Ltd (Nasdaq: FROG), the Liquid Software company and creators of the JFrog Software …

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14:13 12 Aug 2026

seekingalpha.com Earnings Provider-linked mention 🇩🇪 Germany

Markets still underpricing AI’s hit to earnings, Apollo says

[Artificial intelligence, question mark, cognitive ability, digital brain, communication and connection of knowledge by technology, data, futuristic innovation] BeritK/iStock via Getty Images Apollo Global Management’s chief economist, Torsten Slok, warns that financial markets may still be underestimating the disruptive force of artificial intelligence on …

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14:12 12 Aug 2026

nasdaq.com Earnings Provider-linked mention 🇩🇪 Germany

Stocks Settle Lower Ahead of Wednesday’s CPI Report

The S&P 500 Index ($SPX) (SPY) closed down -0.32% on Tuesday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.34%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.33%. September E-mini S&P futures (ESU26) fell -0.35%, and September E-mini Nasdaq futures (NQU26) …

AMD mentioned

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14:09 12 Aug 2026

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

Crypto.com Launches Tokenized Stock Derivatives

Crypto.com Launches Tokenized Stock Derivatives Crypto.com has launched tokenized derivatives that track 1,500 U.S. stocks and exchange-traded funds (ETFs). The introduction of tokenized stock derivatives comes as the crypto exchange looks to tap traditional equity markets. Privately held Crypto.com said that eligible users in …

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14:05 12 Aug 2026

nasdaq.com Market update Provider-linked mention 🇩🇪 Germany

ARKX vs. NASA ETF: Identical Fees, Different Space Strategies

Key Points ARK Space & Defense Innovation ETF and Tema Space Innovators ETF both carry an identical 0.75% expense ratio. Tema's ETF manages $1.3 billion in assets under management (AUM) despite being the newer fund. The ARK ETF concentrates heavily on the industrials sector.10 …

AMD mentioned

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14:05 12 Aug 2026

finance.yahoo.com Earnings Main company 🇩🇪 Germany

Intel vs. Qualcomm: Which Chip Stock is the Better Buy Now?

Intel Corporation INTC and Qualcomm Incorporated QCOM are two premier U.S.-based semiconductor firms focusing on AI (artificial intelligence), advanced chip technologies and the data center semiconductor ecosystem. Both are competing hard in the AI-powered PC processor market, with Intel pushing Xeon-based AI infrastructure and …

INL main company NVD mentioned AMD mentioned QCI mentioned

Sharemaestro market context Trend signal active 52 weeks +307.0%

14:04 12 Aug 2026

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

Thinking of a 401(k) Loan? Here's Why You May Want to Reconsider.

If you're short on cash and need money in a pinch, borrowing from your 401(k) might seem like an easy solution. After all, you're borrowing from yourself, which means the interest you pay on your loan goes back into your own retirement account. That …

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14:00 12 Aug 2026

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

Global Hedge Funds Rotate from AI Infrastructure to AI Monetization in July, Finds Data Insights

Investors trimmed leveraged semiconductor exposure while increasing long fund participation in Amazon and Tesla; short fund participation strengthened in Apple, Meta and Nvidia NEW YORK & LONDON, August 12, 2026--(BUSINESS WIRE)--While July reflected a shift in market strength for stocks across the S&P 500 …

NVD mentioned MCP mentioned

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14:00 12 Aug 2026

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

Photonics Emerges As the Next AI Infrastructure Trade: ETFs in Focus

GPUs have long been viewed as the critical bottleneck in artificial intelligence (AI), but attention is increasingly shifting toward data transmission. As GPU clusters scale to tens of thousands of chips for training massive foundation models, traditional copper connections face growing limitations in distance, …

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14:00 12 Aug 2026

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

Nvidia-Backed Startup CodeRabbit Valued at $1.5 Billion in Round

(Bloomberg) -- CodeRabbit Inc., an artificial intelligence-powered code review service, has raised $143 million in a new funding round, tapping into demand for tools to spot flaws in AI-generated software programming. Most Read from Bloomberg Phoebe Gates Knew Phia Shopping App Took Credit for …

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

13:52 12 Aug 2026

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

CoreWeave's Revenue Doubled, but Its Debt Keeps Climbing

This article first appeared on GuruFocus. CoreWeave (NASDAQ:CRWV), an AI cloud provider that rents out Nvidia (NASDAQ:NVDA) chips, rose 15.64% premarket after reporting second-quarter revenue of $2.58 billion, up 112% from a year earlier and past the $2.56 billion analysts expected. The adjusted loss …

NVD mentioned

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13:50 12 Aug 2026

nasdaq.com Earnings Main company 🇩🇪 Germany

On Aug. 26, Nvidia CEO Jensen Huang Will Provide an Update on Nvidia's $1 Trillion GPU Opportunity. But There's a Smaller Part of the Business Investors Shouldn't Overlook

Key Points Blackwell has been Nvidia's most advanced graphics processing unit (GPU), but Vera Rubin has begun deployment. The GPU market is already massive and only expected to grow. But there's another type of chip that is quickly becoming a bigger part of the …

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

13:45 12 Aug 2026

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

3 Reasons TFSL is Risky and 1 Stock to Buy Instead

3 Reasons TFSL is Risky and 1 Stock to Buy Instead TFS Financial trades at $17.58 and has moved in lockstep with the market. Its shares have returned 16% over the last six months while the S&P 500 has gained 11%. Is there a …

NVD mentioned

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13:40 12 Aug 2026

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

Forget Buying Gold Directly: Wheaton Precious Metals Could Be the Better Play.

It's not quite a first-to-worst story, but after shining last year, gold has lost considerable luster in 2026. Thanks to a strong start to August, the SPDR Gold Shares and other gold ETFs backed by physical holdings of the commodity are sporting modest year-to-date …

NVD mentioned

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

13:39 12 Aug 2026

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

The Old Fear-Based Paradigm Around Memory Cyclicality is Dead, So I’m Buying Micron

Quick Read Micron's HBM ships under multi-year, non-cancellable hyperscaler contracts, structurally ending the commodity memory boom-bust cycle that spooked investors for decades. MU guides for $50 billion in Q4 revenue and trades at a forward P/E of 6, backed by $18 billion in quarterly …

NVD mentioned MTE mentioned

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

13:38 12 Aug 2026

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

PHOX Targets the AI Infrastructure Bottleneck Most Investors Miss

Quick Read Broad semiconductor ETFs allocate only single-digit weight to photonics pure-plays, leaving optical interconnects nearly invisible in most portfolios even as they emerge as AI's key data center bottleneck. PHOX's 0.60% expense ratio beats mainstream semiconductor ETFs at 0.35% only if concentrated photonics …

AMD mentioned

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13:36 12 Aug 2026

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

Why Micron Stock Is Being Outpaced by Memory Chip Rival SK Hynix

Micron stock was rallying alongside other chip names on Wednesday but Korean standouts SK Hynix and Samsung Electronics outperformed following a report of a massive investment. Continue Reading

MTE main company

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

13:33 12 Aug 2026

uk.finance.yahoo.com Deals and strategy Main company 🇩🇪 Germany

Nvidia’s AI push has echoes of Enron, says Big Short investor

Michael Burry predicted the housing market crash before the 2008 financial crisis - Jim Spellman/WireImage The US investor depicted in the film The Big Short has criticised Nvidia's new $500bn (£370bn) AI funding deal, claiming it has "shades of Enron". Michael Burry, who made …

NVD main company

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