{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: Germany Semiconductors news", "home_page_url": "https://sharemaestro.com/newsreel/de/technology/semiconductors/", "feed_url": "https://sharemaestro.com/newsreel/de/technology/semiconductors/feed.json", "description": "Latest Semiconductors company headlines from Germany, newest first, with source links and direct routes to company research and sentiment.", "language": "en", "items": [{"id": "source:7239d9496ab086da1fa9c732bb884e9cac0d4a0da7cec179a6c0d5bab70eaf01", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-500-billion-plan-envelops-164209178.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-500-billion-plan-envelops-164209178.html", "title": "Nvidia\u2019s $500 Billion Plan Envelops Wall Street in Its AI Frenzy", "content_text": "(Bloomberg) -- Goldman Sachs Group Inc., Blackstone Inc. and Apollo Global Management Inc. had been working tirelessly for months to draw up debt deals that would help developers of artificial intelligence systems pay for chips from Nvidia Corp. Most Read from Bloomberg Selena Gomez Accused of Fraud by Mental-Health Startup Investors US Readies Unprecedented 'Economic Isolation' Plan for Iran Costliest US Bond Sale Since 2001 Is Investor Warning to Bessent Walter Sells Lakers, Seeks More Cash to Pay Loans Amid DOJ Probe OpenAI's Annualized Revenue Tops $40 Billion Ahead of IPO With slow progre", "date_published": "2026-08-14T16:42:09+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "NVD"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVD", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/59f2b2d3-4b8a-4b11-957b-e8cdfccafdd4/"}]}}, {"id": "source:ebfd7feca1095d1cf2f86e23c0c7016d8f8627abc82afb3253166d6d4432feaa", "url": "https://finance.yahoo.com/m/37c163ca-5fc2-3bb9-b50b-04a093acaf94/nvidia-stock-rises-as-it-bets.html", "external_url": "https://finance.yahoo.com/m/37c163ca-5fc2-3bb9-b50b-04a093acaf94/nvidia-stock-rises-as-it-bets.html", "title": "Nvidia Stock Rises as It Bets on Robots", "content_text": "Nvidia stock has been on a good run recently, and its push into robotics could help it keep going. The chip maker has signed a memorandum of understanding with South Korea\u2019s LG Group to develop a humanoid robot. Nvidia shares were up 0.1% at $225.62 on Friday. Continue Reading", "date_published": "2026-08-14T16:30:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "NVD"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVD", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/59f2b2d3-4b8a-4b11-957b-e8cdfccafdd4/"}]}}, {"id": "source:68e47fe518779e6d73db9dc3a49aea19c2844184f0769c3d9c6a32239fb1c8c4", "url": "https://finance.yahoo.com/markets/stocks/articles/intel-stock-focus-23-billion-161053832.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/intel-stock-focus-23-billion-161053832.html", "title": "Veteran Bank Gives Intel Foundry a Major Vote of Confidence", "content_text": "This article first appeared on GuruFocus. Intel (NASDAQ:INTC) could be showing signs of progress in its contract-chipmaking business through its recently expanded stock offering, according to GF Securities analyst Jeff Pu in a Friday note to clients. The company raised $20 billion through the share sale after initially targeting $15 billion, with an additional underwriting option potentially taking gross proceeds to $23 billion. The financing comes as Intel increases spending on manufacturing capacity and advanced chip technologies. Warning! GuruFocus has detected 6 Warning Signs with INTC. Is", "date_published": "2026-08-14T16:10:53+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Capital return", "INL"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "INL", "name": "Intel Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/8ef85da4-15e4-4570-aa93-81abe2e3817d/"}]}}, {"id": "source:42ac2dc01f8973dd2566b84eef815db878fd335a6c20d923a74da857f0b8e8ca", "url": "https://finance.yahoo.com/video/nvidia-earnings-preview-next-nvidia-153900980.html", "external_url": "https://finance.yahoo.com/video/nvidia-earnings-preview-next-nvidia-153900980.html", "title": "Nvidia earnings preview: What\u2019s next for Nvidia stock", "content_text": "Yahoo Finance Market and Data Editor Jared Blikre and Senior Business Reporter Ines Ferre join the Executive Editor Brian Sozzi on the Opening Bid panel to preview Nvidia's (NVDA) upcoming earnings and assess what could be next for stock in the weeks ahead. Video Transcript 00:00 Speaker A Jared, um, stay on the charts for a second because we're 12 days out from Nvidia, and those 12 days are going to go very quickly. What are you seeing there? 00:09 Jared Let's take a look at the charts. So here's a one-year chart of Nvidia. Uh let's actually expand this to three years because remember in the ", "date_published": "2026-08-14T15:39:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVD"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVD", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/59f2b2d3-4b8a-4b11-957b-e8cdfccafdd4/"}]}}, {"id": "source:626f668eed0b838fd33d8d6a61df2943e26e17d68ac94adb5ce47fd1ff00ab2e", "url": "https://finance.yahoo.com/markets/stocks/articles/micron-sandisk-better-poised-upside-145753354.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/micron-sandisk-better-poised-upside-145753354.html", "title": "Is Micron or Sandisk Better Poised For Upside Through The End of September?", "content_text": "Quick Read Micron (MU) leads on HBM AI demand with 84.9% gross margins, while Sandisk (SNDK) jumped 21% after NAND pricing drove 103% sequential data center growth. CEO Sanjay Mehrotra locked in floor gross margins well beyond prior cycle peaks through ~$100B in contracted revenue across 16 Strategic Customer Agreements. Micron's late-September fiscal Q4 report, backed by an 8-quarter beat streak and a 6x forward P/E, makes it the higher-conviction hold as hyperscaler CapEx rises. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Micron Technology didn't make", "date_published": "2026-08-14T14:57:53+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MTE"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MTE", "name": "Micron Technology, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/43b8def5-0230-4a14-8c02-80e57dccabba/"}]}}, {"id": "source:eb0b24ea93072e203991f4479b991938cabf5dd11d9b745474d635392bd06d46", "url": "https://finance.yahoo.com/markets/stocks/articles/michael-burry-ramped-bets-against-144007557.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/michael-burry-ramped-bets-against-144007557.html", "title": "Michael Burry Ramped Up His Bets Against Micron and the QQQ ETF. Is the \u2018Big Short\u2019 Investor Asking for Trouble?", "content_text": "Quick Read Burry pressed his MU short as the stock soared 671% in 2026 and rolled his QQQ ETF puts to June 2027, betting on a larger market fall. Burry covered his Tesla short for a gain but kept NVIDIA and Palantir puts, raising his portfolio's cash to 12%. With 40 of 45 analysts rating MU a Buy and a consensus target of $1,502, Burry's contrarian short faces powerful headwinds. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Micron Technology didn't make the cut. Grab the names FREE today. Michael Burry, the Scion Asset Management founder known for \"The B", "date_published": "2026-08-14T14:40:07+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MTE"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MTE", "name": "Micron Technology, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/43b8def5-0230-4a14-8c02-80e57dccabba/"}]}}, {"id": "source:e0e358076ae76786918248ddcbd37984ecb5ae3932944fb85fa79bfdbfd4f4a4", "url": "https://finance.yahoo.com/markets/stocks/articles/intel-stocks-real-opportunity-demand-141030004.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/intel-stocks-real-opportunity-demand-141030004.html", "title": "Intel Stock's Real Opportunity Is Demand It Cannot Yet Ship", "content_text": "Photo by Andrey Matveev on Unsplash Demand for Intel's server chips is running ahead of what its factories can build, and the capital now going in to close that gap is what could drive the stock's next leg. Intel (INTC) stock has returned about 380% over the trailing twelve months and still sits 26% below its 52-week high. It has run more than 30% inside two months nine times since 2011, so the question is not whether it can move but what would move it. The answer is duller than a new product: demand its factories cannot meet and the capital going in to meet it. The Revenue Ceiling Sits In The", "date_published": "2026-08-14T14:10:30+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "INL"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "INL", "name": "Intel Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/8ef85da4-15e4-4570-aa93-81abe2e3817d/"}]}}, {"id": "source:577ad5565ceb3d37085b180dd43889fdc8959304b3f34e56d9bc27a24a1d1c2b", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-nvda-keep-dominating-ai-140727128.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-nvda-keep-dominating-ai-140727128.html", "title": "Can NVIDIA (NVDA) Keep Dominating the AI Infrastructure Boom?", "content_text": "Polen Capital Management Llc released its \"Polen Focus Growth Strategy\" Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index's 16.74% gain, as the market rally remained narrowly focused on AI infrastructure and semiconductor stocks. During the quarter, Polen Capital repositioned the portfolio toward companies benefiting from structural growth in AI infrastructure, power demand, and aerospace. Looking ahead, the managers remain confident in ", "date_published": "2026-08-14T14:07:27+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVD"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVD", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/59f2b2d3-4b8a-4b11-957b-e8cdfccafdd4/"}]}}, {"id": "source:7f29009cf644242ee24f8b725f1148d97f4c79069081538b4d3afbf2106b43bb", "url": "https://seekingalpha.com/news/4633180-intels-capital-raise-could-imply-foundry-progress-expanding-customer-base-gf?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4633180-intels-capital-raise-could-imply-foundry-progress-expanding-customer-base-gf?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "Intel's capital raise could imply foundry progress, expanding customer base: GF", "content_text": "Intel's (INTC [https://seekingalpha.com/symbol/INTC]) $23B [https://x.com/LipBuTan1/status/2088029999748321326?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Etweet] capital raise [https://seekingalpha.com/news/4630452-intel-upsizes-stock-offering-to-20b-prices-at-95] this week could imply that the semiconductor giant has made progress in its all-important foundry unit, and as such, an expanding customer base, GF Securities said. Shares rose fractionally in premarket trading on Friday. \u201cWe view the implications of the share offerings as constructive given the CEO\u2019s subscription and the implied", "date_published": "2026-08-14T12:26:48+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Analyst action", "INL"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "INL", "name": "Intel Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/8ef85da4-15e4-4570-aa93-81abe2e3817d/"}]}}, {"id": "source:1ce8b66e6915c7164c8c414f82e96a1462421e66a7fc921c14d7fe85ac8dadf3", "url": "https://www.nasdaq.com/articles/not-micron-not-sandisk-artificial-intelligence-ai-memory-stock-could-be-next-nvidia", "external_url": "https://www.nasdaq.com/articles/not-micron-not-sandisk-artificial-intelligence-ai-memory-stock-could-be-next-nvidia", "title": "Not Micron, Not Sandisk. This Artificial Intelligence (AI) Memory Stock Could Be the Next Nvidia.", "content_text": "Key Points Demand for high bandwidth memory, DRAM, and NAND flash storage is on the rise. Micron and Sandisk are two of the best-known players in the AI memory segment. A rival from Korea may offer more compelling upside in the long run as AI infrastructure spend accelerates. 10 stocks we like better than SK Hynix \u203a The artificial intelligence (AI) revolution started with a scramble for processing power, as graphics processing units (GPUs) from Nvidia(NASDAQ: NVDA) powered large language model training. Although GPUs remain top of mind for hyperscalers, demand has also begun to shift toward cu", "date_published": "2026-08-14T11:20:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "MTE"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MTE", "name": "Micron Technology, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/43b8def5-0230-4a14-8c02-80e57dccabba/"}]}}, {"id": "source:bfadfec328d2ffae53f5bfbe4144361ba2bed32f2f45c43064efa0f5d900a6a2", "url": "https://finance.yahoo.com/technology/ai/articles/does-nvidia-nvda-gain-ai-101028140.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/does-nvidia-nvda-gain-ai-101028140.html", "title": "What Does Nvidia (NVDA) Gain From Its New AI Factory Push In India?", "content_text": "Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Nvidia (NasdaqGS:NVDA) has awarded India's Larsen & Toubro a major contract to build a dedicated AI factory for the chipmaker. The project expands Nvidia's AI infrastructure presence into India, targeting capacity in a regional market. The AI factory is intended to support Nvidia's broader ecosystem of partners and customers that rely on its accelerated computing platforms. This kind of AI infrastructure build out is shaping a wider group of companies that benefit from demand for data ce", "date_published": "2026-08-14T10:10:28+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "NVD"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVD", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/59f2b2d3-4b8a-4b11-957b-e8cdfccafdd4/"}]}}, {"id": "source:9f80136ad09d0d1bff3025b973bdd8903b0a9947ccda35a0e61c8370afbbf421", "url": "https://finance.yahoo.com/technology/ai/articles/goldman-talks-investors-nvidia-financing-040352701.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/goldman-talks-investors-nvidia-financing-040352701.html", "title": "Goldman in talks with investors on Nvidia financing deal after landing prized role, sources say", "content_text": "By Saeed Azhar and Milana Vinn NEW YORK, Aug 14 (REUTERS) - Goldman Sachs is in talks with potential investors about participating in Nvidia's $500 billion AI financing initiative, after leveraging its long-standing relationship with the chipmaker to secure a coveted role in the deal, people familiar with \u200cthe matter said. U.S. insurers, money managers and banks are expected to form the core investor base for the financing, one of the people said, \u200cwhile asset managers plan to retain a sizable share of the financing, a second source said. Nvidia announced on August 10 it has partnered with six", "date_published": "2026-08-14T04:03:52+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "NVD"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVD", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/59f2b2d3-4b8a-4b11-957b-e8cdfccafdd4/"}]}}, {"id": "source:db2cd473d500b0f4316c1616dfdd9d5bfc60ad82937e9145544322203a162be0", "url": "https://finance.yahoo.com/technology/ai/articles/michael-burry-calls-nvidia-500-013002467.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/michael-burry-calls-nvidia-500-013002467.html", "title": "Michael Burry Calls Nvidia\u2019s $500 Billion AI Financing Push a \u2018Wall Street Stunt\u2019: \u2018Meet the New Boss\u2026'", "content_text": "Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Famed investor Michael Burry has targeted Nvidia Corp.'s push to unlock over $500 billion in artificial intelligence infrastructure financing, calling the initiative a \"Wall Street stunt\" that relies on opaque private credit arrangements. Inside Nvidia's Deal Structure Nvidia recently signed a memorandum of understanding with six major Wall Street asset managers\u2014Apollo Global Management, BlackRock, Blackstone, Brookfield Asset Management, Goldman Sachs, and KKR\u2014to create specialized compute fin", "date_published": "2026-08-14T01:30:02+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "NVD"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVD", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/59f2b2d3-4b8a-4b11-957b-e8cdfccafdd4/"}]}}, {"id": "source:3c1a174890348f1d8693c87d2b7ca69eb731701f9edac08a6439b163b201aa17", "url": "https://finance.yahoo.com/technology/ai/articles/micron-mu-using-ai-fund-221458959.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/micron-mu-using-ai-fund-221458959.html", "title": "Is Micron (MU) Using Its New AI Fund to Quietly Redefine Its Memory Strategy?", "content_text": "In August 2026, Micron Technology launched the Micron Ventures Paradigm Fund, a US$250 million vehicle that invests across the AI technology stack, covering model architectures, compute infrastructure, enterprise applications, and physical AI, to deepen partnerships and gain earlier insight into future memory and storage needs. By targeting startups that will shape tomorrow's AI infrastructure, the Paradigm Fund effectively turns Micron's venture arm into an early-warning system for shifts in memory demand and product requirements. We'll now examine how Micron's new Paradigm Fund, aimed at see", "date_published": "2026-08-13T22:14:58+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Regulatory and legal", "MTE"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MTE", "name": "Micron Technology, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/43b8def5-0230-4a14-8c02-80e57dccabba/"}]}}, {"id": "source:82472b7d6e48295aa77cc00d58e22b2c29a79ec6ae8f58c96371dd35b157b7ef", "url": "https://www.nasdaq.com/articles/cathie-wood-bought-599-million-nvidia-stock-earnings-heres-what-investors-should-know", "external_url": "https://www.nasdaq.com/articles/cathie-wood-bought-599-million-nvidia-stock-earnings-heres-what-investors-should-know", "title": "Cathie Wood Bought $59.9 Million of Nvidia Stock Before Earnings. Here's What Investors Should Know.", "content_text": "Key Points Cathie Wood has added more Nvidia shares to five Ark Invest ETFs. Analysts are expecting another strong quarter from the chipmaker, with revenue growth anticipated to exceed 90%. Nvidia's earnings report is scheduled for Aug. 26.10 stocks we like better than Nvidia \u203a Nvidia(NASDAQ: NVDA) will report its second-quarter results on Aug. 26, and there's plenty of reason for optimism. The company is the leading maker of the processors that power artificial intelligence workloads, and it remains the world's largest company by market cap. Nvidia has a history of delivering quarterly result", "date_published": "2026-08-13T20:54:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "NVD"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVD", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/59f2b2d3-4b8a-4b11-957b-e8cdfccafdd4/"}]}}, {"id": "source:a77afa2ad772cb3680d49c1661913ca06a76bb4ccc0fe699c6de45886e6924db", "url": "https://www.nasdaq.com/articles/micron-and-sandisk-stock-have-plummeted-heres-why-now-perfect-time-buy", "external_url": "https://www.nasdaq.com/articles/micron-and-sandisk-stock-have-plummeted-heres-why-now-perfect-time-buy", "title": "Micron and Sandisk Stock Have Plummeted. Here's Why Now Is the Perfect Time to Buy", "content_text": "Key Points Memory chips continue to be a damper on the AI build-out. Wall Street expects huge growth for both companies over the next year. 10 stocks we like better than Micron Technology \u203a Micron Technology(NASDAQ: MU) and Sandisk (NASDAQ: SNDK) have been up and down stocks. While they were incredible investments at the start of 2026, these two stocks are now trading down 25% to 42%, respectively, from their 2026 highs. However, I think they're both ready for a rebound and could easily end the year strongly. The reality is that memory chips are in short supply, and prices continue to rise. Th", "date_published": "2026-08-13T19:25:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "MTE"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MTE", "name": "Micron Technology, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/43b8def5-0230-4a14-8c02-80e57dccabba/"}]}}, {"id": "source:0ba2ad33c8548afec055642fbd457cce0c4dcd76eff104dc519ea9c0adefbd1a", "url": "https://finance.yahoo.com/markets/stocks/articles/micron-stock-extends-winning-streak-192459198.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/micron-stock-extends-winning-streak-192459198.html", "title": "Micron Stock Extends Winning Streak on Strong AI Memory Demand", "content_text": "This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) shares climbed about 5% Thursday, extending a three-session rebound as investors continued to focus on AI-related memory demand. The rally comes as Micron remains exposed to strong demand for high-bandwidth memory and data-center storage. The company has said its HBM4 ramp is progressing and that AI workloads are increasing demand across memory products. Warning! GuruFocus has detected 3 Warning Signs with MU. Is MU fairly valued? Test your thesis with our free DCF calculator. At the same time, Micron faces a developing co", "date_published": "2026-08-13T19:24:59+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MTE"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MTE", "name": "Micron Technology, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/43b8def5-0230-4a14-8c02-80e57dccabba/"}]}}, {"id": "source:2d20bac3cc915bd9d1a89d4b170d76f74c8578741630bc19265e10ca5e9b30ef", "url": "https://finance.yahoo.com/video/nvidia-credit-risk-eases-still-191900339.html", "external_url": "https://finance.yahoo.com/video/nvidia-credit-risk-eases-still-191900339.html", "title": "Nvidia Credit Risk Eases, Still Elevated After $500B Plan", "content_text": "Bloomberg's James Crombie joins Emily Graffeo on \"Real Yield.\" Bond traders dialed back measures of credit risk associated with Nvidia after the company said it would limit its exposure in a $500 billion plan to finance the type of AI investments that are driving demand for its computer chips. View Comments", "date_published": "2026-08-13T19:19:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "NVD"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVD", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/59f2b2d3-4b8a-4b11-957b-e8cdfccafdd4/"}]}}, {"id": "source:ac16b9a35d37acb066e754bf35e6fa5748bebdd5bf4c97f7990e4c8b58209dcd", "url": "https://finance.yahoo.com/markets/stocks/articles/nvidia-stock-gains-while-norway-184712089.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/nvidia-stock-gains-while-norway-184712089.html", "title": "Nvidia Stock Gains While Norway Fund Reveals Top Holding", "content_text": "This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA), the AI-chip powerhouse at the center of the global computing boom, gained approximately 0.8% Thursday morning as another striking measure of its market dominance emerged. Norway's Government Pension Fund Global now counts Nvidia as its single largest equity holding, with the stake valued at 612 billion Norwegian kroner as of June 30. That puts Nvidia ahead of virtually every other corporate giant in one of the world's biggest investment portfolios. The disclosure landed alongside Thursday's share-price gain, although there is no e", "date_published": "2026-08-13T18:47:12+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVD"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVD", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/59f2b2d3-4b8a-4b11-957b-e8cdfccafdd4/"}]}}, {"id": "source:8cc9ee0c28356d4263f1c9bc1fd658c1c8aa1427edbe9f48b79c697e60812b87", "url": "https://finance.yahoo.com/markets/stocks/articles/intel-stock-jumps-bank-america-181723676.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/intel-stock-jumps-bank-america-181723676.html", "title": "Intel Stock Jumps as Bank of America Sees Bigger CPU Market", "content_text": "This article first appeared on GuruFocus. Intel (NASDAQ:INTC) shares climbed 3% Thursday after Bank of America lifted its long-term view for server processor demand, pointing to artificial intelligence workloads as a potential source of additional CPU growth, according to a Thursday analyst note. Bank of America analyst Vivek Arya now estimates the global CPU market could reach $210 billion by 2030, compared with his earlier projection of $170 billion. That implies annual growth of about 36% over the next four to five years. Warning! GuruFocus has detected 6 Warning Signs with INTC. Is INTC fa", "date_published": "2026-08-13T18:17:23+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "INL"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "INL", "name": "Intel Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/8ef85da4-15e4-4570-aa93-81abe2e3817d/"}]}}, {"id": "source:8cc4e75fcb7df82fc89a03df68417ed332e22d7b2582471f27095d6857995203", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-500-billion-ai-infrastructure-181511541.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-500-billion-ai-infrastructure-181511541.html", "title": "How Nvidia\u2019s $500 Billion AI Infrastructure Financing Push Could Impact NVIDIA (NVDA) Investors", "content_text": "Nvidia recently unveiled memorandums of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to create independent compute financing platforms intended to mobilize over US$500.00 billion of third\u2011party capital for global AI infrastructure buildouts across data centers and \"AI factories.\" This move effectively recasts Nvidia GPUs and systems as long\u2011lived, financeable infrastructure assets, widening access to its platforms while raising fresh questions about leverage, residual value risk, and how sustainable the current pace of AI spending will be. Next, we'll ex", "date_published": "2026-08-13T18:15:11+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "NVD"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVD", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/59f2b2d3-4b8a-4b11-957b-e8cdfccafdd4/"}]}}, {"id": "source:a48ab79e6d2911cf966c7ec605e452f2fa0e149f2592963120a961f03de7d20b", "url": "https://seekingalpha.com/news/4632646-s-and-p-500-tags-an-all-time-high-and-these-20-names-have-helped-fuel-the-rally?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4632646-s-and-p-500-tags-an-all-time-high-and-these-20-names-have-helped-fuel-the-rally?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "S&P 500 tags an all-time high and these 20 names have helped fuel the rally", "content_text": "[S&P Market Index Concept with Financial Graphs] AlexSecret The S&P 500 (SP500 [https://seekingalpha.com/symbol/SP500]) climbed to a fresh all-time high of 7,816.70 on Thursday, surpassing its prior record of 7,793.68 set on August 5. The benchmark advanced 0.6% for the session and is now up 13.5% year-to-date. Broad participation has supported the advance, with 350 of the index\u2019s 500 constituents trading higher in 2026. Leadership has been highly concentrated, however, as a select group of stocks has driven much of the gains. SanDisk Corp. has stood out at the forefront, soaring 559.7% year-t", "date_published": "2026-08-13T17:40:24+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Market update", "AMD"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AMD", "name": "Advanced Micro Devices, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/cbcb1737-aa20-4aaf-9d0f-7a2c3f03fdd0/"}]}}, {"id": "source:627a10f5c25cdf398f64ed6b659fae082e91be6941ae4bed6531716737a0d8fa", "url": "https://finance.yahoo.com/markets/stocks/articles/sector-tech-stocks-gain-thursday-173236999.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/sector-tech-stocks-gain-thursday-173236999.html", "title": "Sector Update: Tech Stocks Gain Thursday Afternoon", "content_text": "Tech stocks were higher Thursday afternoon, with the State Street Technology Select Sector SPDR ETF 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 subscription? Sign in", "date_published": "2026-08-13T17:32:36+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "AMD"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AMD", "name": "Advanced Micro Devices, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/cbcb1737-aa20-4aaf-9d0f-7a2c3f03fdd0/"}]}}, {"id": "source:fb4ce21f1329b042f76f826d315be320c4ac2bb926b7d06a5d68962b8014c1a4", "url": "https://finance.yahoo.com/technology/ai/articles/advanced-micro-devices-amd-plans-171018268.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/advanced-micro-devices-amd-plans-171018268.html", "title": "Advanced Micro Devices (AMD) Plans $5 Billion Bond Sale For AI Expansion", "content_text": "Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Advanced Micro Devices (NasdaqGS: AMD) is preparing a multi billion dollar investment grade bond sale of up to US$5b to support AI related expansion. It plans to direct a significant share of the proceeds toward AI infrastructure, including a major partnership with Anthropic. If completed, this would be AMD's largest corporate bond offering to date and would extend its AI plans beyond internal product spending or acquisition", "date_published": "2026-08-13T17:10:18+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "AMD"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMD", "name": "Advanced Micro Devices, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/cbcb1737-aa20-4aaf-9d0f-7a2c3f03fdd0/"}]}}, {"id": "source:a643a757b5baea2cc3a7665d034f51b421b4c41072a0ac6b76794b810b0a9bee", "url": "https://finance.yahoo.com/technology/ai/articles/bofa-picks-amd-nvidia-ai-170830595.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/bofa-picks-amd-nvidia-ai-170830595.html", "title": "BofA picks AMD and Nvidia as AI chip winners in massive CPU market", "content_text": "This article first appeared on GuruFocus. Bank of America (BAC) is becoming more bullish on processors as the rise of AI agents could create a larger role for CPUs inside data centers. The firm now sees the server CPU opportunity surpassing $210 billion by 2030. The revised forecast marks a sizable increase from its previous estimate of roughly $170 billion. Analyst Vivek Arya also lifted the expected annual growth rate to 36% from 30%, pointing to changing AI workloads as a key factor. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our ", "date_published": "2026-08-13T17:08:30+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "NVD", "AMD"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVD", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/59f2b2d3-4b8a-4b11-957b-e8cdfccafdd4/"}, {"symbol": "AMD", "name": "Advanced Micro Devices, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/cbcb1737-aa20-4aaf-9d0f-7a2c3f03fdd0/"}]}}, {"id": "source:d7b0a7398f8bafad74a0e6aeced64b3bb2b6751e600bf235bc4e5727f3467153", "url": "https://finance.yahoo.com/technology/ai/articles/bofa-reveals-ai-stocks-buy-170300116.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/bofa-reveals-ai-stocks-buy-170300116.html", "title": "BofA Reveals Its AI Stocks To Buy List", "content_text": "This article first appeared on GuruFocus. Bank of America is turning more bullish on the next leg of AI infrastructure, naming Advanced Micro Devices (NASDAQ:AMD) its top CPU pick and Nvidia (NASDAQ:NVDA) its overall semiconductor pick as agentic AI drives a potentially dramatic increase in server-processor demand. Analyst Vivek Arya now expects the server CPU market to exceed $210 billion by 2030, up from roughly $170 billion previously, suggesting AI spending could broaden well beyond GPUs. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis wit", "date_published": "2026-08-13T17:03:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMD"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AMD", "name": "Advanced Micro Devices, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/cbcb1737-aa20-4aaf-9d0f-7a2c3f03fdd0/"}]}}, {"id": "source:3b9db29191c3f1c67bd0ce1915d3366baa9b4e94637ce26f67012740338c8d12", "url": "https://finance.yahoo.com/markets/stocks/articles/micron-faces-burry-bet-china-165751045.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/micron-faces-burry-bet-china-165751045.html", "title": "Micron Faces a New Burry Bet as China Memory Pressure Builds", "content_text": "This article first appeared on GuruFocus. Memory-chip maker Micron Technology Inc. (MU, Financials) fell in premarket trading as investors assessed a new pessimistic forecast from Michael Burry (Trades, Portfolio) and increasing competition from Chinese memory suppliers.Burry said he boosted to his Micron short around $924 and also added to his bets on the larger semiconductor sector.That's good timing given Micron's been benefitting from a fast run-up in memory pricing, but the increased Chinese supply may eventually put a brake on that trend.CXMT has become the fourth-largest DRAM maker in t", "date_published": "2026-08-13T16:57:51+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Guidance", "MTE"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MTE", "name": "Micron Technology, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/43b8def5-0230-4a14-8c02-80e57dccabba/"}]}}, {"id": "source:cd3a2ec3712d3d5cdbdbf7d0e88dbb6c37e8e0c4dd21d591c517cb7749938cba", "url": "https://finance.yahoo.com/markets/stocks/articles/micron-just-lost-ground-key-165356690.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/micron-just-lost-ground-key-165356690.html", "title": "Micron Just Lost Ground in Key Memory Market", "content_text": "This article first appeared on GuruFocus. China's Yangtze Memory Technologies has overtaken Micron Technology (NASDAQ:MU) and Kioxia in global NAND shipments, highlighting China's growing presence in a memory market being reshaped by severe supply constraints. But for Micron investors, the headline market-share loss looks less alarming when measured against revenue, pricing and the company's accelerating push into higher-value data-center storage. Warning! GuruFocus has detected 3 Warning Signs with MU. Is MU fairly valued? Test your thesis with our free DCF calculator. Micron is a major U.S. ", "date_published": "2026-08-13T16:53:56+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MTE"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MTE", "name": "Micron Technology, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/43b8def5-0230-4a14-8c02-80e57dccabba/"}]}}, {"id": "source:f33d11299b5252ca809ee3a6f57c83ec47340b5d62e5aff0ec26596f29695f17", "url": "https://finance.yahoo.com/technology/ai/articles/iren-100-bull-case-hinges-162631786.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/iren-100-bull-case-hinges-162631786.html", "title": "IREN\u2019s $100 Bull Case Hinges on a 5-10x AI Cloud Advantage", "content_text": "Iren Ltd. (NASDAQ:IREN) has been transitioning itself from being a Bitcoin miner into a major neocloud provider. The company has been leveraging its massive power infrastructure to provide AI cloud compute for tech giants such as NVIDIA Corporation (NASDAQ:NVDA) and Microsoft Corporation (NASDAQ:MSFT). No wonder one Wall Street firm believes compute scarcity and higher prices could validate the company's capex-heavy neo-cloud strategy. On August 13, Bernstein SocGen Group analyst Gautam Chhugani reiterated an Outperform rating on IREN with a $100.00 price target. This target implies roughly 12", "date_published": "2026-08-13T16:26:31+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "AMD"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AMD", "name": "Advanced Micro Devices, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/cbcb1737-aa20-4aaf-9d0f-7a2c3f03fdd0/"}]}}, {"id": "source:3b789725dfa66ae2ebcd4684d42d2ffeb9ce81fdbd8c856a20523b595ba4b775", "url": "https://finance.yahoo.com/markets/stocks/articles/michael-burry-doubles-down-nvidia-160000531.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/michael-burry-doubles-down-nvidia-160000531.html", "title": "Michael Burry doubles down on Nvidia short after $500B chip deal he calls a 'Wall Street stunt' with 'shades of Enron'", "content_text": "Unprecedented moves in the AI space this week are giving stock market experts flashbacks to one of the most famous corporate scandals in history, stoking fears that we're in line for a similarly catastrophic fallout. The headline-worthy $500 billion that Wall Street just announced it's providing Nvidia clients to scale their AI infrastructure marks the beginning of an untested new future for financial engineering that commentators such as Ed Yardeni and Michael Burry are extremely wary of. And, based on the implications for the average portfolio and the economy at large, you may need to be war", "date_published": "2026-08-13T16:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "NVD"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVD", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/59f2b2d3-4b8a-4b11-957b-e8cdfccafdd4/"}]}}, {"id": "source:8b23f8d708f38fc54618bf092d87dfc54827fa335c76f03daa15b726af61fa03", "url": "https://finance.yahoo.com/markets/stocks/articles/analysts-undervaluing-berkshire-hathaway-now-160000225.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/analysts-undervaluing-berkshire-hathaway-now-160000225.html", "title": "Analysts Are Undervaluing Berkshire Hathaway Now That Greg Abel Is Putting the Company's Cash to Work. But That's Not the Reason.", "content_text": "Given that the stock's only a tad below analysts' consensus price target of $525.08 following the recent release of its second-quarter results, Berkshire Hathaway's (NYSE: BRKA) (NYSE: BRKB) Class B shares appear to be fully and fairly valued. And maybe they are. Dig deeper, though. There may be something the analyst community isn't fully appreciating. And it's not the fact that CEO Greg Abel is finally starting to do something with all that idle cash the company's been sitting on, either. It's how well its biggest cash cow is now doing. Missed Nvidia in 2009? This Rare Signal Is Flashing Agai", "date_published": "2026-08-13T16:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "NVD"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVD", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/59f2b2d3-4b8a-4b11-957b-e8cdfccafdd4/"}]}}, {"id": "source:7d07d67840b594add47d2a2e93f973a0fbf489359891abe4fa8d0753c0a34460", "url": "https://finance.yahoo.com/markets/stocks/articles/microchip-technology-mchp-signals-cyclical-154909053.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/microchip-technology-mchp-signals-cyclical-154909053.html", "title": "Microchip Technology (MCHP) Signals Cyclical Recovery with Q4 Beat and Strong Guidance", "content_text": "Sycamore Capital Management, a franchise of Victory Capital Management, released its Q2 2026 investor letter for \"Sycamore Mid Cap Value Equity Strategy\". A copy of the letter can be downloaded here. Sycamore Capital's Mid Cap Value investment team focuses on a bottom-up approach to identify undervalued businesses with growth potential. In Q2 2026, the strategy returned 9.6% (net) underperforming the Russell Midcap Value Index's 13.83% return, due to both stock selection and sector allocation. Small-cap equities outpaced both large- and mid-cap equities during the second quarter of 2026. While", "date_published": "2026-08-13T15:49:09+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MCP"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MCP", "name": "Microchip Technology Incorporated", "sentiment_url": "https://sharemaestro.com/sentiment/e54745d6-5a7f-4e89-bb02-da26516d1fee/"}]}}, {"id": "source:26e7d07193f35cdd06b3581cc81ebcf241ab3fb20063a28d4b67a94ac1e00dfb", "url": "https://finance.yahoo.com/markets/stocks/articles/why-intuitive-machines-stock-dropped-154505146.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/why-intuitive-machines-stock-dropped-154505146.html", "title": "Why Intuitive Machines Stock Dropped Today", "content_text": "Space stock Intuitive Machines (NASDAQ: LUNR) tumbled 3% through 11:05 a.m. ET Thursday morning -- but it could have been worse. After reporting a big earnings miss for Q2 this morning, shares were at one point down as much as 16%! So what went wrong? Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same \"Total Conviction\" signal is flashing for a company 1/100th the size of Nvidia. Continue \u00bb Intuitive Machines Q2 earnings (er, loss) Analysts weren't expecting Intuit", "date_published": "2026-08-13T15:45:05+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVD"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVD", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/59f2b2d3-4b8a-4b11-957b-e8cdfccafdd4/"}]}}, {"id": "source:54f94b63670fecc6624e797f6409fddc334b8f283cec89db72f57b2aec4eca66", "url": "https://finance.yahoo.com/markets/stocks/articles/just-keep-following-money-following-154338806.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/just-keep-following-money-following-154338806.html", "title": "Just Keep Following The Money Following CoreWeave\u2019s Spike", "content_text": "Quick Read CoreWeave's $104 billion contracted backlog, with $25 billion in fresh Q3 commitments, gives the company multi-year revenue visibility few high-growth rivals can match. CRWV trades 28% below analyst targets, but NVDA supplier concentration and a debt-to-equity of 8.94 make leverage the defining risk. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) At $107.73, CoreWeave (NASDAQ:CRWV) sits at an inflection point. The stock ripped +19.28% on its first earn", "date_published": "2026-08-13T15:43:38+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVD"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVD", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/59f2b2d3-4b8a-4b11-957b-e8cdfccafdd4/"}]}}, {"id": "source:af75e7d60303f5bde642ccb8d73b9fe681ce974852fbde83e6cf128cfe127cbf", "url": "https://finance.yahoo.com/markets/stocks/articles/wall-street-treating-nvidia-gpus-154255132.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/wall-street-treating-nvidia-gpus-154255132.html", "title": "Wall Street Is Treating Nvidia GPUs Like Forever Cash-Flow Machines. Here\u2019s What Shatters That Illusion", "content_text": "Quick Read Nvidia's A100 GPUs launched in 2020 still command meaningful rental rates in 2026, pushing CoreWeave's contracted customer demand above $129 billion. Nvidia is mobilizing over $500 billion in third-party capital and backing residual values up to 25%, with CME compute futures set to formalize GPU cash flows. Andy Jassy said Amazon's Trainium business already runs at a $20 billion annual rate and could approach $50 billion, offering AI customers an escape from Nvidia hardware. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all", "date_published": "2026-08-13T15:42:55+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Macro sensitivity", "NVD", "AMD"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVD", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/59f2b2d3-4b8a-4b11-957b-e8cdfccafdd4/"}, {"symbol": "AMD", "name": "Advanced Micro Devices, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/cbcb1737-aa20-4aaf-9d0f-7a2c3f03fdd0/"}]}}, {"id": "source:1ead0c623d8846d4cb50d8a90dc062668b8c5da41c99d09ef5a9f87cd559f859", "url": "https://finance.yahoo.com/m/a3743f53-07ec-3d40-8a78-730f374d4169/nvidia%2C-ibd-stock-of-the-day%2C.html", "external_url": "https://finance.yahoo.com/m/a3743f53-07ec-3d40-8a78-730f374d4169/nvidia%2C-ibd-stock-of-the-day%2C.html", "title": "Nvidia, IBD Stock Of The Day, Nears Buy Point Ahead Of Fiscal Q2 Earnings Report", "content_text": "Nvidia is the IBD Stock Of The Day as the artificial intelligence chipmaker bounces back from a recent swoon. Continue Reading", "date_published": "2026-08-13T15:42:02+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVD"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVD", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/59f2b2d3-4b8a-4b11-957b-e8cdfccafdd4/"}]}}, {"id": "source:f2430ad20b36a14b333278b37448b6617afde72a860e1c881f8ae936ba011066", "url": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-says-nvidia-gpus-154158428.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-says-nvidia-gpus-154158428.html", "title": "Jim Cramer Says Nvidia GPUs Are \u2018More Like Fine Jewelry\u2019 Than Cars. Here Is Why That Matters for NVDA Investors.", "content_text": "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 ship. Analysts set a $302 consensus target on NVDA against a $223.80 share price, with the August 26 Q2 report the next test of the residual-value thesis. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponso", "date_published": "2026-08-13T15:41:58+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVD"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVD", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/59f2b2d3-4b8a-4b11-957b-e8cdfccafdd4/"}]}}, {"id": "source:a659c7769695c0b3f15afb7200caf48db3823aecffa5260af33fb1d75fb1c8c5", "url": "https://finance.yahoo.com/technology/ai/articles/cerebras-systems-poised-see-more-153213925.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/cerebras-systems-poised-see-more-153213925.html", "title": "Cerebras Systems Poised to See More Upside From Capacity, AI Demand, Morgan Stanley Says", "content_text": "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 Silver 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 now", "date_published": "2026-08-13T15:32:13+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Guidance", "AMD"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AMD", "name": "Advanced Micro Devices, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/cbcb1737-aa20-4aaf-9d0f-7a2c3f03fdd0/"}]}}, {"id": "source:28e04746528e1e668a8bf3ee47f383b2ee68a6f329a65483443bc3e169dc4e54", "url": "https://finance.yahoo.com/technology/ai/articles/why-nvidia-may-stand-way-153004691.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/why-nvidia-may-stand-way-153004691.html", "title": "Why Nvidia May Stand in the Way of Wall Street's Plans to Turn AI Compute Into a Commodity", "content_text": "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. (NASDAQ:NVDA) H100 and B200 chips. The exchange wants to turn compute into a \"standardized tradable commodity,\" giving AI labs, hyperscalers and data center operators a way to hedge swings in computing costs. The plan rests on two awkward questions. Is compute uniform enough to trade like a commodity? And can a real marke", "date_published": "2026-08-13T15:30:04+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Regulatory and legal", "NVD"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVD", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/59f2b2d3-4b8a-4b11-957b-e8cdfccafdd4/"}]}}, {"id": "source:30134bb26fbf4fc9f097ef3132a97fa80ca94e334eadf06eae38db89f51c6b27", "url": "https://finance.yahoo.com/m/c762d1cb-0ef2-378c-b69a-2766d2b14cf8/micron-stock-keeps-rallying..html", "external_url": "https://finance.yahoo.com/m/c762d1cb-0ef2-378c-b69a-2766d2b14cf8/micron-stock-keeps-rallying..html", "title": "Micron Stock Keeps Rallying. Watch Out for This New Memory-Chip Rival.", "content_text": "Despite Thursday\u2019s surge, the company fell behind in the second quarter among suppliers of NAND memory chips. Continue Reading", "date_published": "2026-08-13T15:28:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MTE"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MTE", "name": "Micron Technology, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/43b8def5-0230-4a14-8c02-80e57dccabba/"}]}}, {"id": "source:c94746265476d071ffa79e15023df3d887b59a0eb2e768ac45167bca08c003a7", "url": "https://finance.yahoo.com/m/6a6dcc95-7d0d-3a2a-adb1-952d7b8c9d94/d%C3%A9j%C3%A0-vu.-why-intel-is-eyeing.html", "external_url": "https://finance.yahoo.com/m/6a6dcc95-7d0d-3a2a-adb1-952d7b8c9d94/d%C3%A9j%C3%A0-vu.-why-intel-is-eyeing.html", "title": "D\u00e9j\u00e0 Vu. Why Intel Is Eyeing a Return to Memory.", "content_text": "Intel\u2019s 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", "date_published": "2026-08-13T15:27:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "INL", "MTE"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "INL", "name": "Intel Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/8ef85da4-15e4-4570-aa93-81abe2e3817d/"}, {"symbol": "MTE", "name": "Micron Technology, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/43b8def5-0230-4a14-8c02-80e57dccabba/"}]}}, {"id": "source:dc95a5fc44dff3bd1be3ac42890bf51d4bf8e0321001016d5a2764373be7fe7d", "url": "https://finance.yahoo.com/technology/ai/articles/sam-altman-told-white-house-152500992.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/sam-altman-told-white-house-152500992.html", "title": "Sam Altman Told the White House He Supports Slowing AI Development. Here's Why That Matters for AI Stocks.", "content_text": "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, he told reporters he supports slowing the pace of AI development, said he had seen the draft framework for implementing President Donald Trump's AI executive order, and confirmed he would meet with White House chief of staff Susie Wiles to discuss how to vet newer AI models before release. That is a long w", "date_published": "2026-08-13T15:25:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "NVD"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVD", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/59f2b2d3-4b8a-4b11-957b-e8cdfccafdd4/"}]}}, {"id": "source:c71581b4e5aa4b6a5fd09c3cc3089b5b20c7c38af884c97f46e6323ab564e973", "url": "https://finance.yahoo.com/markets/stocks/articles/why-sandisk-stock-popped-again-152412021.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/why-sandisk-stock-popped-again-152412021.html", "title": "Why Sandisk Stock Popped Again Today", "content_text": "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 $2.800 price target on Sandisk stock, laying out multiple predictions for the company's future as Sandisk prepares to give an update for \"Investor Day.\" Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same \"Total Conv", "date_published": "2026-08-13T15:24:12+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "NVD"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVD", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/59f2b2d3-4b8a-4b11-957b-e8cdfccafdd4/"}]}}, {"id": "source:ff78312eb4e2d5e6406b0b594d91b232b04acfae90601faba3a92c1f9bc84788", "url": "https://finance.yahoo.com/markets/stocks/articles/iren-rallies-6-microsoft-signs-152128618.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/iren-rallies-6-microsoft-signs-152128618.html", "title": "IREN Rallies 6% as Microsoft Signs Off on Horizon 1, NVIDIA Grants Exemplar Cloud Status", "content_text": "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. Peers APLD, CORZ, and WULF didn't match the size of IREN stock's move Thursday, confirming IREN's rally is a company-specific execution win, not a sector rotation. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and", "date_published": "2026-08-13T15:21:28+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVD"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVD", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/59f2b2d3-4b8a-4b11-957b-e8cdfccafdd4/"}]}}, {"id": "source:0f24fdcd85f47f1a7072f4885a3cd9f1ad77c0871edb95a784daea13ab3404cc", "url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-stock-nearly-tripled-151957249.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-stock-nearly-tripled-151957249.html", "title": "Applied Materials Stock Nearly Tripled On Orders It Cannot Ship Fast Enough", "content_text": "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 the trailing twelve months grew 3.3%. Reconciling the triple with the 3.3% is the whole exercise, and the answer is a fab build-out pipeline that has barely begun to land in its revenue. The Trailing Twelve Months Never Justified This Move That growth sits on $29.02 billion of trailing revenue, and while 3.3% is an acceleration against a 3-yea", "date_published": "2026-08-13T15:19:57+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "TII", "MCP"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "TII", "name": "Texas Instruments Incorporated", "sentiment_url": "https://sharemaestro.com/sentiment/fa38e1cb-f082-456c-8db7-10ee43a5fdf3/"}, {"symbol": "MCP", "name": "Microchip Technology Incorporated", "sentiment_url": "https://sharemaestro.com/sentiment/e54745d6-5a7f-4e89-bb02-da26516d1fee/"}]}}, {"id": "source:f6ecfcd09fd98e3178f7a04fce45d969b180449c0676f46807c225bda109d66a", "url": "https://finance.yahoo.com/technology/ai/articles/amd-raise-much-5-billion-151416792.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/amd-raise-much-5-billion-151416792.html", "title": "AMD to Raise as Much as $5 Billion From Debt Offering", "content_text": "(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 More Cash to Pay Loans Amid DOJ Probe Anthropic Said in Talks to Buy Startup Decart for $6 Billion Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Trump Seeks Immediate Halt to Judge's Penalties in IRS Case Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost No final decision has been ma", "date_published": "2026-08-13T15:14:16+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "AMD"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AMD", "name": "Advanced Micro Devices, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/cbcb1737-aa20-4aaf-9d0f-7a2c3f03fdd0/"}]}}, {"id": "source:86dc2ce14a3d03f23de46b4dcc8f7ab7ccafb0b7f4449e1dd6ff88c32a30f8b4", "url": "https://finance.yahoo.com/technology/ai/articles/iren-iren-12-3-microsoft-151245335.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/iren-iren-12-3-microsoft-151245335.html", "title": "IREN (IREN) Is Up 12.3% After Microsoft Accepts Horizon 1 AI Cloud Deployment - What's Changed", "content_text": "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 NVL72 deployment at Horizon 1, underscoring its capability to run high-performance AI workloads at scale for hyperscale customers. We'll now explore how Microsoft's acceptance of Horizon 1 influences IREN's existing investment narrative around AI cloud growth and capital intensity. Rare earth met", "date_published": "2026-08-13T15:12:45+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVD"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVD", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/59f2b2d3-4b8a-4b11-957b-e8cdfccafdd4/"}]}}, {"id": "source:74a90c81ad2292dcff4a59644c70e86c7f23f1f7a849d4c3185f21f7035b4e0a", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-500b-plan-risky-brilliant-150800745.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-500b-plan-risky-brilliant-150800745.html", "title": "Nvidia\u2019s new $500B plan is risky but brilliant, especially for aging GPUs", "content_text": "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 a secondary market for aging GPUs. To convince those big-name financial companies, Nvidia has agreed to guarantee, with its own money, that its chips used as collateral in these deals will retain their value. Many have now commented on how unusual, smart , and dangerous this plan is. It is all of those things. The bond markets got", "date_published": "2026-08-13T15:08:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "NVD"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVD", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/59f2b2d3-4b8a-4b11-957b-e8cdfccafdd4/"}]}}, {"id": "source:d54b70d6c59c17186dc12eace04f7c5528fd33e3b1cc343ecc7515aecaf310e6", "url": "https://finance.yahoo.com/technology/article/things-are-looking-up-for-ai-infrastructure-companies-for-now-150730483.html", "external_url": "https://finance.yahoo.com/technology/article/things-are-looking-up-for-ai-infrastructure-companies-for-now-150730483.html", "title": "Things are looking up for AI infrastructure companies, for now", "content_text": "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 as investors shrugged off AI bubble fears for the time being. CoreWeave stock jumped as much as 20% Wednesday, while Supermicro was up roughly 15%. Nebius saw the biggest moves, with its stock soaring some 27%. The general trend among the three? Computing constraints aren't going anywhere, and businesses are willing to pa", "date_published": "2026-08-13T15:07:30+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVD"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVD", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/59f2b2d3-4b8a-4b11-957b-e8cdfccafdd4/"}]}}, {"id": "source:dfdbb99bf2d23cdd3af674b163754c0d1adfd904644b282075c0d71a4f4d9ca9", "url": "https://finance.yahoo.com/markets/stocks/articles/91-upstarts-loans-were-fully-145000235.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/91-upstarts-loans-were-fully-145000235.html", "title": "91% of Upstart's Loans Were Fully Automated Last Quarter. No Bank Can Underwrite That Cheaply.", "content_text": "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 to date. But there are some promising trends, illuminated in its recent second-quarter earnings, that bear watching. Let's look at them. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same \"Total Conviction\" sig", "date_published": "2026-08-13T14:50:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVD"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVD", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/59f2b2d3-4b8a-4b11-957b-e8cdfccafdd4/"}]}}]}