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Oracle stock jumps as AWS partnership expands to 22 regions

This article first appeared on GuruFocus. Oracle (NYSE:ORCL) shares climbed 3% Thursday after the software company broadened its work with Amazon Web Services, expanding access to its AI Database service across 22 AWS regions. Oracle AI Database@AWS now supports additional capabilities, including access to …

ORCL main company
Sharemaestro market context Price below Trend Line 52 weeks -46.2% ORCL stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Nvidia Stock Gains While Norway Fund Reveals Top Holding

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 …

NVDA main company
Sharemaestro market context Trend signal active 52 weeks +13.0% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Alphabet Stock Climbs as Norway Fund Ranks It Third

This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOG), the parent of Google, YouTube and Google Cloud, climbed approximately 1.1% Thursday morning as Norway's Government Pension Fund Global revealed the sheer size of its bet on the tech giant. The fund valued its Alphabet position …

GOOGL main company GOOG main company
Sharemaestro market context Trend signal active 52 weeks +58.7% · Next-week setup positive 55.3% GOOGL stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Walmart Faces a 4.6% Earnings-Day Move

This article first appeared on GuruFocus. Walmart Inc. (WMT, Financials), the world's biggest retailer, may see shares swing around 4.6% when it releases quarterly earnings on Aug. 20, according to options data compiled by Bloomberg.Compared to some of Walmart's prior earnings reactions, that move …

WMT main company
Sharemaestro market context Price below Trend Line 52 weeks +1.8% · Next-week setup positive 63.0% WMT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Michael Burry Sends Fresh AI Warning on Nebius, Micron and Oracle

This article first appeared on GuruFocus. Michael Burry (Trades, Portfolio) has increased bearish positions tied to artificial intelligence and semiconductor stocks, while adding to selected long holdings, according to a Wednesday Substack post. Warning! GuruFocus has detected 3 Warning Signs with MU. Is MU …

NBISN mentioned
Sharemaestro market context Trend signal active 52 weeks +142.0% NBISN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

JP Morgan Revises Microsoft Stock Target For 2026

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is winning a more bullish call from JPMorgan (NYSE:JPM) as accelerating Azure growth and expanding Copilot adoption strengthen the case that its massive AI infrastructure buildout is beginning to translate into higher-value software revenue. Analyst Samik …

MSFT main company
Sharemaestro market context Price above Trend Line 52 weeks -12.3% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

ICE Stock Gains as Ackman Backs Brent-Futures Fortress

This article first appeared on GuruFocus. Intercontinental Exchange (NYSE:ICE), the financial-market powerhouse behind exchanges, clearing networks and data platforms, gained approximately 0.9% Thursday morning after Pershing Square revealed a new position. And this one is not hard to understand. Pershing sees ICE trading at …

ICE main company
Sharemaestro market context Price below Trend Line 52 weeks -24.6% · Next-week setup negative 36.9% ICE stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Novo Nordisk Stock Slips as Pill Strategy Reframes Obesity Race

This article first appeared on GuruFocus. Novo Nordisk (NYSE:NVO), the Danish obesity-drug giant behind Wegovy and Ozempic, slipped approximately 1% Thursday morning as CEO Mike Doustdar tried to reset the market's thinking about the obesity race. His pitch: stop treating Novo versus Eli Lilly …

NOVOBN main company NVON main company
Sharemaestro market context Price above Trend Line 52 weeks -15.6% NOVOBN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Consumer Subscription Stocks Q2 Teardown: Match Group (NASDAQ:MTCH) Vs The Rest

Consumer Subscription Stocks Q2 Teardown: Match Group (NASDAQ:MTCH) Vs The Rest Let's dig into the relative performance of Match Group (NASDAQ:MTCH) and its peers as we unravel the now-completed Q2 consumer subscription earnings season. Consumers today expect goods and services to be hyper-personalized and …

MTCH1 main company COUR mentioned BMBL mentioned
Sharemaestro market context Price below Trend Line 52 weeks -11.5% · Next-week setup negative 19.6% MTCH1 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Bernstein Makes Big Call on Super Micro Stock

This article first appeared on GuruFocus. Super Micro Computer (NASDAQ:SMCI) is winning fresh Wall Street support after issuing unusually strong fiscal 2027 guidance, but Bernstein is stopping short of turning bullish. The firm raised its price target to $42 from $37 while maintaining a …

SMCI main company
Sharemaestro market context Price above Trend Line 52 weeks -37.6% SMCI stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Exclusive-Silver Lake in talks to buy Workday, sources say

By Milana Vinn Aug 13 (Reuters) - Private equity firm Silver Lake is in talks to acquire Workday in a deal that would rank among the largest software buyouts in history, according to people familiar with the ‌matter. News of the talks sent Workday …

WDAY main company
Sharemaestro market context Price above Trend Line 52 weeks -26.2% · Next-week setup negative 24.8% WDAY stored weekly price path from 15 Aug 2025 to 7 Aug 2026

How Infleqtion’s NASA-Driven Revenue Gives It an Edge in Quantum Computing

Infleqtion’s Infleqtion’s second-quarter numbers tell a familiar tech growth story: near-term losses continued to widen even as demand for its array of quantum technologies push revenue higher. Milestone-based payments from a NASA project drove most of the growth in the latest quarter—which was “100% …

QBTS main company RGTI main company
Sharemaestro market context Price below Trend Line 40 weeks -33.8% · Next-week setup negative 34.4% QBTS stored weekly price path from 7 Nov 2025 to 7 Aug 2026

Super Micro Stock Is on a Tear. Why the Market Loved Its Earnings More Than Cisco’s.

Super Micro Computer stock continued its post-earnings rally Thursday while Cisco Systems —another hardware maker that has gotten an artificial-intelligence boost—fell hard. Super Micro stock surged 8% on Thursday to $40.63. Super Micro reported fiscal fourth-quarter financial results after the stock market closed Tuesday. …

SMCI main company
Sharemaestro market context Price above Trend Line 52 weeks -37.6% SMCI stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Sandisk forecasts mid-to-high-teens revenue growth through 2030

Aug 13 (Reuters) - Sandisk on Thursday said it expects revenue to grow at a mid-to-high-teens percentage rate from fiscal years 2028 to 2030, ‌encouraged by strong demand amid rapid AI infrastructure buildout. The company said ‌the projection is in line with growth in …

SNDK1 main company
Sharemaestro market context Trend signal active 52 weeks +2240.8% · Next-week setup positive 56.3% SNDK1 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Hertz Shares Fall After Ackman’s Pershing Sells Stake in Firm

(Bloomberg) -- Hertz Global Holdings Inc. shares tumbled as Pershing Square Inc.'s chief investment officer said the asset management firm has sold its stake in the car-rental company. Most Read from Bloomberg Anthropic in Talks to Buy AI Startup Decart for $6 Billion Walter …

HTZ1 main company CAR mentioned
Sharemaestro market context Price below Trend Line 52 weeks -60.6% · Next-week setup negative 24.8% HTZ1 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Intel Stock Jumps as Bank of America Sees Bigger CPU Market

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 …

INTC main company BAC mentioned
Sharemaestro market context Trend signal active 52 weeks +275.1% INTC stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Axcelis (ACLS) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Thursday, August 6, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Senior Vice President and Interim Chief Financial Officer - David RyzhikPresident and CEO - Russell Low TAKEAWAYS Revenue -- $215.2 million, exceeding company forecasts due to stronger system …

ACLS main company
Sharemaestro market context Trend signal active 52 weeks +45.0% · Next-week setup negative 13.7% ACLS stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Aramark (ARMK) Is Up 6.1% After Earnings Beat And Higher 2026 Guidance Has The Bull Case Changed?

In the past week, Aramark reported fiscal third-quarter 2026 results showing sales rising to US$5,057.91 million and net income to US$97.66 million, alongside an earnings beat, a raised full-year outlook, a new long-term University of Colorado Colorado Springs dining partnership, a US$0.12 dividend declaration, …

M mentioned
Sharemaestro market context Trend signal active 52 weeks +77.5% · Next-week setup negative 41.4% M stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Is Lowe's Companies (LOW) Undervalued As Its Earnings Call Nears?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Lowe's Companies earnings call and community investment draw investor attention Lowe's Companies (LOW) has set its Second Quarter 2026 earnings conference call for …

LOW main company
Sharemaestro market context Price below Trend Line 52 weeks -24.0% · Next-week setup negative 40.9% LOW stored weekly price path from 15 Aug 2025 to 7 Aug 2026

GE Vernova (GEV) After Strong Q2 Results And Raised Guidance Looks Fully Valued

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. GE Vernova (GEV) is back in focus after its strong second quarter 2026 report, where the company highlighted higher orders, revenue growth, improved margins and raised guidance …

GEV main company
Sharemaestro market context Trend signal active 52 weeks +46.2% GEV stored weekly price path from 15 Aug 2025 to 7 Aug 2026

JPMorgan Says Salesforce Investors Miss Bigger Story

This article first appeared on GuruFocus. JPMorgan is turning bullish on Salesforce (NYSE:CRM), arguing that investors have pushed concerns about artificial intelligence and slowing growth too far. The bank initiated coverage of Salesforce with an Overweight rating and a December 2027 price target of …

JPM main company
Sharemaestro market context Trend signal active 52 weeks +12.6% · Next-week setup positive 61.0% JPM stored weekly price path from 15 Aug 2025 to 7 Aug 2026

How Nvidia’s $500 Billion AI Infrastructure Financing Push Could Impact NVIDIA (NVDA) Investors

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‑party capital for global AI infrastructure buildouts across data centers and "AI factories." This move effectively …

NVDA main company
Sharemaestro market context Trend signal active 52 weeks +13.0% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Ocugen (OCGN) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Thursday, Aug. 6, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Chairman, Chief Executive Officer, and Co-Founder - Shankar MusunuriChief Financial Officer - Rita Johnson-GreeneExecutive Vice President of Commercial and Business Development - Abhi GuptaChief Medical Officer - Mohamed …

OCGN main company
Sharemaestro market context Price below Trend Line 52 weeks +10.3% · Next-week setup negative 33.9% OCGN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Netflix Doubles Down on Live Sports With Massive Push

This article first appeared on GuruFocus. Netflix (NASDAQ:NFLX) is pushing further into live sports Thursday with an exclusive MLB Field of Dreams broadcast, another test of whether marquee sporting events can strengthen subscriber acquisition, engagement and Netflix's fast-growing advertising business without requiring the massive …

NFLX main company
Sharemaestro market context Price below Trend Line 52 weeks -45.3% · Next-week setup negative 44.4% NFLX stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Why Nebius and CoreWeave Stocks Look Poised for More Gains

Nebius and CoreWeave stocks are flashing bullish technical signals as technology shares rebound, with the charts pointing to potentially significant gains by year-end. Continue Reading

CRWV main company NBISN main company
Sharemaestro market context Price below Trend Line 52 weeks -17.3% · Next-week setup negative 38.5% CRWV stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Berkshire's Insurance Business: The Horsepower of its Growth Story

Berkshire Hathaway's BRK.B insurance operations remain the foundation of its business model and a major growth driver. Although the conglomerate owns more than 90 subsidiaries across diverse industries, it is also one of the world's largest property and casualty insurers. Its insurance portfolio includes …

BRKB main company
Sharemaestro market context Trend signal started 52 weeks -0.4% BRKB stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Viavi Solutions Gains From AI Infrastructure Demand as Margins Expand

Viavi Solutions Inc. VIAV is benefiting from rising AI infrastructure investment as demand for data center networking, testing and cybersecurity solutions drives growth. Fourth-quarter fiscal 2026 revenues rose 52.5% year over year to $443.1 million, while non-GAAP EPS reached 34 cents. Data center demand, …

VIAV main company
Sharemaestro market context Trend signal active 52 weeks +291.6% VIAV stored weekly price path from 15 Aug 2025 to 7 Aug 2026

CBRS Q2 Earnings Beat Estimates as Cloud Revenues Surge 287%

Cerebras Systems CBRS reported a second-quarter 2026 loss of 4 cents per share, narrower than the Zacks Consensus Estimate, delivering an 80.95% earnings surprise. Core revenues of $209.87 million rose 103% year over year and topped the consensus estimate by 8.09%. The upside was …

COUR mentioned
Sharemaestro market context Price below Trend Line 52 weeks -58.2% · Next-week setup negative 3.8% COUR stored weekly price path from 15 Aug 2025 to 7 Aug 2026

JetBlue Aligns Flight Operations, Inflight and Technical Operations Under Jeffrey Winter

NEW YORK, August 13, 2026--(BUSINESS WIRE)--JetBlue (NASDAQ: JBLU) today announced the promotion of Jeffrey Winter to Senior Vice President, Flight Operations, Inflight Experience and Technical Operations, where he will oversee three of the airline's largest operational organizations and join JetBlue's Senior Leadership Team. Winter's …

JBLU main company
Sharemaestro market context Trend signal active 52 weeks +31.2% · Next-week setup negative 38.7% JBLU stored weekly price path from 15 Aug 2025 to 7 Aug 2026

3 Reasons Investors Love Amphenol (APH)

3 Reasons Investors Love Amphenol (APH) Amphenol trades at $168 per share and has stayed right on track with the overall market, gaining 16.6% over the last six months. At the same time, the S&P 500 has returned 11.7%. Is now a good time …

APH main company
Sharemaestro market context Trend signal active 52 weeks +47.7% · Next-week setup negative 32.4% APH stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Stock Market Today: Nasdaq 100 Leads Upside; Sellers Yank Coach Bag Firm Lower (Live Coverage)

Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings. Continue Reading

CRDON mentioned
Sharemaestro market context Trend signal active 52 weeks +98.6% · Next-week setup negative 34.9% CRDON stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Walmart, Tesla, FedEx, and More Winners and Losers From Shipping’s Rough Seas

Walmart, Tesla, and more stocks will feel the effects of the capacity constraints, delays, and higher prices reported by shipping giants Maersk and Hapag-Lloyd. Continue Reading

TSLA main company WMT main company FDX main company
Sharemaestro market context Price below Trend Line 52 weeks -9.4% · Next-week setup positive 56.0% TSLA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Netflix Stock Jumps 3.4% as Ackman Returns With New Stake

This article first appeared on GuruFocus. Netflix (NASDAQ:NFLX), the global streaming giant, jumped approximately 3.4% Thursday morning after Bill Ackman (Trades, Portfolio)'s Pershing Square revealed it was back in the stock. Yes, back. Ackman bought Netflix during the brutal 2022 selloff, then dumped the …

NFLX main company
Sharemaestro market context Price below Trend Line 52 weeks -45.3% · Next-week setup negative 44.4% NFLX stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Can AI Infrastructure Drive Verizon's Next Long-Term Growth?

Verizon Communications Inc. VZ is positioning its fiber network and existing infrastructure for the growing demand for AI connectivity. The company recently signed a more than $1 billion agreement with Google. Per the deal, Google will use Verizon's dark-fiber routes to connect data centers. …

LUMN mentioned
Sharemaestro market context Trend signal ended 52 weeks +33.3% · Next-week setup negative 27.4% LUMN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Super Micro Stock Extends Rally After Blockbuster Earnings

This article first appeared on GuruFocus. Super Micro Computer (NASDAQ:SMCI) shares climbed about 7% Thursday, extending a sharp move that followed the company's latest quarterly update and stronger expectations for future AI server demand. Super Micro Computer has benefited from growing orders for systems …

SMCI main company
Sharemaestro market context Price above Trend Line 52 weeks -37.6% SMCI stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Can Stryker's Q2 Recovery and Guidance Support a Stronger Second Half?

Stryker Corporation SYK entered the second half of 2026 with momentum restored after the March cybersecurity disruption. Second-quarter sales, earnings and margins improved as production recovered, while management narrowed its full-year outlook. The next test is execution. Stryker must keep normalizing production, convert elevated …

SYK main company
Sharemaestro market context Price below Trend Line 52 weeks -19.4% · Next-week setup negative 43.7% SYK stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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