Sharemaestro Newsreel

Can L3Harris' New Rhode Island Facility Strengthen Undersea Growth?

L3Harris Technologies, Inc. LHX is expanding its maritime capabilities with a new production facility in Providence, RI, supporting growing demand for undersea training and readiness. On Aug. 12, 2026, the company announced the opening of a 50,000-square-foot facility at ProvPort following a $6 million …

CDB Aviation Delivers Three Airbus A321neos to Jet2

Delivery Mandates Supports U.K.'s Leading Leisure Travel Carrier's Long-term Growth and Sustainability Strategy HAMBURG, Germany, August 17, 2026--(BUSINESS WIRE)--CDB Aviation, a wholly owned Irish subsidiary of China Development Bank Financial Leasing Co., Ltd. ("CDB Leasing"), announced today the completion of delivery mandates for three …

SanDisk Rallies 8%, Western Digital Rises 6%, Micron Gains 5% as Elon Musk Flags a Memory Bottleneck

Quick Read Elon Musk's reply that "few realize" memory constrains AI more than compute sent SanDisk and Micron surging 8% and 5% Monday. The Roundhill Memory ETF gained 5% and Seagate has surged 254% year to date, reflecting broad momentum across memory and storage …

FINBOA Introduces Recovery Assist to Streamline Payment Dispute Resolution Through Visa Verifi™ CDRN®

Prevent chargebacks and accelerate resolution with the new Recovery Assist extension for FINBOA Payment Disputes HOUSTON, Aug. 17, 2026 /PRNewswire/ -- FINBOA, Inc., a leader in process automation solutions for regulatory compliance in financial institutions, today announced the launch of Recovery Assist. Recovery Assist …

NVIDIA Corporation (NVDA) & KKR & Co (KKR): Wall Street Just Endorsed Jensen Huang’s “Big Concept.” What Happens Next?

On August 10, NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang unveiled what he calls his "big concept" for AI financing on CNBC, standing alongside leaders from Goldman Sachs, BlackRock, Blackstone, KKR, Apollo, and Brookfield. Together, the group says it will raise $500 billion, and potentially …

Market Chatter: Meta's Texas Data Center With BlackRock Exposed to Potential Losses on Partial Insurance Coverage

Meta Platforms' (META) and BlackRock's (BLK) Sopaipilla data center campus in El Paso, Texas, is exposed to billions of dollars in potential losses due to partial insurance coverage, the Financial times reported Monday, citing sources familiar with the insurance agreement.The $14 Silver Upgrade to …

Nvidia’s Stake in SpaceX—and Musk’s Massive Holdings

The chip maker king owns 123 million shares, a strategic stake of just under 1%. And CEO Elon Musk controls a whopping 6.4 billion shares, almost half of the stock outstanding. Continue Reading

Should Investors Buy Peloton Stock After Its 96% Plunge? Here's the Good News and the Bad News.

Peloton Interactive (NASDAQ: PTON) stock went public in September 2019 priced at $29, but by the end of 2020, it had reached a record-closing high of almost $163. The COVID-19 pandemic fueled a surge in demand for the company's stationary exercise bikes, treadmills, and …

Can Strategic Investments Boost Mission Produce's Returns?

Mission Produce, Inc. AVO is stepping up strategic investments aimed at strengthening its operating platform and improving long-term profitability. A key move is the recently completed acquisition of Calavo Growers, which expands Mission Produce's packing and distribution footprint and enhances its ability to manage …

Micron vs. NVIDIA: Which AI Chip Stock Is the Better Buy Now?

Micron Technology, Inc. MU and NVIDIA Corporation NVDA are key players in the artificial intelligence (AI) semiconductor ecosystem, benefiting from surging demand for data center and AI-driven computing. NVIDIA dominates AI accelerators and full-stack computing, while Micron supplies the high-bandwidth memory (HBM) and storage …

Billionaire Stanley Druckenmiller Tripled His Stake in United Airlines (UAL). Should You Buy?

Latest 13F filings show that billionaire Stanley Druckenmiller's Duquesne Family Office increased its holding in United Airlines Holdings, Inc. (NASDAQ: UAL) by over 200%, ending the June quarter with 794,795 shares. United Airlines Holdings, Inc. (NASDAQ: UAL) recent quarterly results showed revenue jumped 16% …

CoreWeave Stock Has Jumped 163% Since Its IPO. Here's Why It Can Become a Multibagger By 2028

Neocloud infrastructure provider CoreWeave (NASDAQ: CRWV) went public in March last year, and shares of the company have shot up by an impressive 163% since then. However, CoreWeave stock has experienced significant volatility since its initial public offering (IPO). Concerns about the company's mounting …

Nvidia to Invest Up to $105 Billion for OpenAI Data Center

(Bloomberg) -- Nvidia Corp. has agreed to spend as much as $105 billion to support a massive new data center campus in Ohio set to be leased by OpenAI, according to a financial filing, marking the latest tie-up between two dominant forces driving the …

Billionaire David Tepper Trimmed Micron and Sold out of SanDisk. Here’s the New AI Stocks He’s Buying

Quick Read Tepper exited SanDisk after a 591% run and trimmed Micron, rotating profits into power utilities Vistra and NRG, both trading below 16x forward earnings. Tepper pushed Amazon to 5 million shares and opened a new CoreWeave stake, targeting AI infrastructure layers that …

DA Davidson reitera su recomendación de compra de Walmart antes de resultados

ServiceNow (NOW) Stock Still Looks Expensive Despite A 30% Fall

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. ServiceNow stock has had a rough year, with a sharp share price fall sitting alongside valuation checks that suggest the company is not …

Meta’s Lawyers Say A Loss Could Cost $1.4 Trillion. Trial That Could Determine The Future Of Zuckerberg’s AI Ambitions Is Underway.

Quick Read Meta faces up to $1.4 trillion in penalties as a landmark youth-safety trial begins, with states calling $200 billion a more likely figure. States demand Meta delete AI models trained on data collected from children under 13, directly threatening Zuckerberg's $145 billion …

Walt Disney (DIS) Unveiled A New Avengers Trailer

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Walt Disney (NYSE:DIS) gained fresh attention as Marvel Studios released the new Avengers: Doomsday trailer, signaling the next major chapter in its superhero …

Can Costco Stock Reach New Highs in Member Monetization?

Costco Wholesale Corporation COST continues to unlock fresh potential in member monetization by expanding its high-value executive tier and deepening digital engagement. During the third quarter of fiscal 2026, membership fee revenues climbed 10.7% to $1,373 million from the year-ago period. The September 2024 …

IREN's NVIDIA Status and Microsoft Win: Time to Buy or Hold the Stock?

IREN Limited IREN has moved deeper into AI infrastructure after two credibility-building milestones. Recently, Microsoft accepted Horizon 1 at the Childress campus, while NVIDIA awarded IREN Exemplar Cloud status for its GB300 NVL72 deployment. Horizon 1 is the first of four 50MW deployments tied …

24/7 Wall St.’s Lumentum Recommendation is Up More than 1000%. Here’s Why the Stock Can Keep Rallying.

Quick Read Lumentum holds 70-80% pump laser market share with shipments set to quadruple, while Marvell eyes over $10 billion in custom revenue by fiscal 2029. NVIDIA's co-packaged optics demand from Lumentum arrives in second half 2027, while Microsoft's Maya 300 targets 300,000 Marvell-designed …

Sandisk, Micron, Nvidia, SpaceX, Amazon, L3Harris, and More Stocks That Explain Today’s Market

Stocks are trading slightly lower as the summer doldrums hit the market. Several AI stocks are rising. Continue Reading

Billionaire BlackRock CEO Larry Fink Says One of ‘Worst’ Financial Decisions You’ll Ever Make Is Keeping Your Money in the Bank

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. A savings account may feel like the safest place to park cash, but BlackRock CEO Larry Fink says playing it safe can come with a hidden cost …

Can Walmart Sustain Growth as Household Budgets Tighten?

Walmart Inc. WMT continues to draw shoppers with its value-focused retail proposition as household budgets come under greater pressure. The company is seeing clear differences in spending behavior across income groups, making its ability to preserve traffic and unit growth — an important measure …

L3Harris Replaces CEO After Conduct Investigation, Shares Retreat

L3Harris on Monday replaced Chairman, CEO Christopher Kubasik over conduct concerns following investigation. LHX stock falls. Continue Reading

Do Wall Street Analysts Like Aon plc Stock?

Aon sign on the head office building in Toronto, Canada_ By JHVEPhoto Dublin, Ireland-based Aon plc (AON) operates as a professional services firm in the United States and internationally. Valued at a market cap of $75.5 billion, the company operates through Risk Capital and …

TTM Technologies (TTMI) Shares Surge Following Strong Results and Outlook Raise

Voya Investment Management, an investment management company, released its second-quarter 2026 investor letter for its "Voya MI Dynamic Small Cap Fund." A copy of the letter can be downloaded here. US Equity markets rebounded strongly in the second quarter of 2026, recovering from geopolitical …

Balancing Factor Exposure Drives Bloom Energy Corp’s (BE) Gains

Voya Investment Management, an investment management company, released its second-quarter 2026 investor letter for its "Voya MI Dynamic Small Cap Fund." A copy of the letter can be downloaded here. US Equity markets rebounded strongly in the second quarter of 2026, recovering from geopolitical …

Should You Buy Unity Software Inc. (U) After Golden Cross?

Unity Software Inc. (U) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, U's 50-day simple moving average broke out above its 200-day moving average; this is known as a "golden cross." A golden cross …

Wall Street Analysts Think Silicon Motion (SIMO) Could Surge 37%: Read This Before Placing a Bet

Silicon Motion (SIMO) closed the last trading session at $268.9, gaining 1.7% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target …

Apple’s Red Flags Are Real and Signal Trouble

Quick Read Apple's June quarter beat was artificially inflated by tariff refunds worth 2 margin points and 11 cents of EPS, masking a bare midpoint guidance miss. AAPL trades at 35 times earnings, trails the S&P 500 year to date, and averages a -1.16% …

Alphabet, Meta, and Microsoft Are Hiding $3 Trillion in Debt On the AI Boom’s Hidden Ledger

Quick Read Nine tech giants carry $3 trillion in off-balance-sheet AI obligations, a figure triple their reported debt and nearly double a July estimate of $1.65 trillion. Deferred depreciation could exceed $520 billion over three years, pushing Oracle's revenue share from 7% toward 28% …

Acción de U.S. Bancorp alcanza un máximo histórico de $65.63

PANW vs. NET: Which Cybersecurity Stock Has an Edge Right Now?

Palo Alto Networks PANW and Cloudflare NET are both at the forefront of the cybersecurity space, playing key roles in guarding organizations from extensive cyberattacks. PANW focuses broadly on next-generation firewalls, cloud security and AI-driven threat detection. Cloudflare provides a cloud-native platform spanning network …

Target stock is on fire — but a big test lurks

The bulls have returned to Target's (TGT) stock in a big way this year on hopes for a turnaround under new CEO Michael Fiddelke. That upbeat thesis — which has powered shares up 59% this year — is about to be put to the …

Atlassian vs. Salesforce: Which Cloud Software Stock Has an Edge?

Atlassian TEAM and Salesforce CRM are two of the most important enterprise cloud software companies, helping large organizations modernize operations, automate workflows and manage critical business processes. While both benefit from long-term digital transformation trends, their business momentum and execution profiles differ meaningfully. For …