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TSMC Stock Rises as Bernstein Spots Massive CPU Opportunity

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM), the world's leading contract chipmaker, rose roughly 1.3% Tuesday as Wall Street found another leg for the AI story. Bernstein lifted its Taiwan-listed price target to NT$3,300, with the Wall Street Journal reporting that …

Lyft Expands Robotaxi Partnerships as Global Mobility Strategy Evolves

Lyft, Inc. (LYFT) is moving beyond its roots as a primarily North American rideshare platform. Autonomous vehicle partnerships, European acquisitions and partner-linked rides are making the company a broader mobility network with more transportation supply across more markets. The strategy has appeal because Lyft …

Trump administration decided not to participate in Intel secondary but gave blessing: report

[Intel headquarters in Santa Clara, California, USA] JHVEPhoto * The Trump Administration decided not to participate in Intel's (INTC [https://seekingalpha.com/symbol/INTC]) secondary offering but approved of the semiconductor giant doing so, Semafor reported. * Intel CEO Lip Bu-Tan spoke to Commerce Secretary Howard Lutnick, who …

DELL is Overvalued at 21.92X P/E: Should You Still Buy the Stock?

Dell Technologies DELL shares are trading at a premium, as suggested by a Value Score of C. In terms of the forward 12-month price/earnings (P/E), DELL is trading at 21.92X, higher than the broader Zacks Computer and Technology sector's 21.59X. Dell is trading at …

Does Intel's Revenue Growth Signal a Turnaround in Its Fortunes?

Intel Corporation INTC appears to be gaining momentum, with improving revenues highlighting a significant turnaround in the chipmaker's fortunes. Strength across the data center and client computing businesses, growing AI-related demand and improving manufacturing execution are helping revive the company's growth trajectory. The company …

ASML Stock Jumps 4.1% as TSMC Revenue Reignites Tool Demand

This article first appeared on GuruFocus. ASML Holding (NASDAQ:ASML), the company with a near-stranglehold on the machines needed to manufacture cutting-edge chips, jumped approximately 4.1% in Tuesday's U.S. session as investors got another reminder that the AI chip boom is still running hot. TSMC's …

Veho Named to the 2026 Inc. 5000 List, the Most Prestigious Ranking of America's Fastest-Growing Private Companies

NEW YORK, Aug. 11, 2026 /PRNewswire/ -- Veho today announced it has been named to the2026 Inc. 5000 list, the annual list of the fastest-growing private companies in America. The list is the most prestigious ranking of the nation's most successful independent and entrepreneurial …

Apple Already Increased the Price of iPhones Up to $300. Their Price Hikes Might Be Just Starting.

Quick Read Memory's share of the iPhone Pro's bill of materials surged from 10% to 34% in one year, forcing Apple to raise iPhone prices up to $300. Micron surged 202% year to date with 346% revenue growth, while Qualcomm's handset revenue fell 20% …

Kinectify Named No. 427 on the 2026 Inc. 5000 List, the Most Prestigious Ranking of America’s Fastest-Growing Private Companies

Kinectify Kinectify Recognized for 820% Three-Year Revenue Growth, Earning a Place Among the Nation's Most Successful Independent Businesses LAS VEGAS, Aug. 11, 2026 (GLOBE NEWSWIRE) -- Kinectify, the leading provider of AML compliance software purpose-built for the gaming industry, today announced it has been …

Okta Fiscal Q2 Revenue Could Top Guidance as Sales Execution Improves, Oppenheimer Says

Okta (OKTA) could deliver about 2 percentage points of upside to the midpoint of its fiscal Q2 2027 revenue guidance as sales execution improves and demand strengthens across its identity products, Oppenheimer said in a report Tuesday.The firm cited "above plan" partner checks, Silver …

Is Rule Breaker ASML the Snap Cola King Right Now?

Of the 3,000-plus companies we monitor in The Motley Fool's Rule Breakers Primary database, exactly one tops the list with an overall Superscore of 99. It isn't a household name – it's ASML(NASDAQ:ASML), the quiet Dutch firm that builds the machines that make the …

Acciones de Coherent: ¿qué sigue para este rival de Lumentum antes de los resultados?

CoreWeave earnings: Jefferies eying founder selling, not profit, as the next catalyst

CoreWeave Inc (NASDAQ:CRWV) reports second-quarter earnings tonight, with Jefferies maintaining a Buy rating and $150 price target even as it flags that a major profitability inflection is still months away. CoreWeave shares have climbed roughly 45% since hyperscaler earnings reaffirmed insatiable demand for AI …

Is Rigetti Stock a Buy or Hold After Its Q2 Earnings Report?

Rigetti Computing RGTI is drawing renewed investor attention following its second-quarter 2026 results, as strong revenue growth, technology progress and expanding customer engagement strengthen the long-term quantum computing story. Revenues surged 185% year over year to $5.1 million, driven by on-premises Novera QPU sales. …

[Latest] Global Virtual Clinical Trials Market Size/Share Worth USD 15.8 Billion by 2034 at a 5.8% CAGR: Custom Market Insights (Analysis, Outlook, Leaders, Report, Trends, Forecast, Segmentation, Growth, Growth Rate, Value)

Custom Market Insights [220+ Pages Latest Report] According to a market research study published by Custom Market Insights, the demand analysis of Global Virtual Clinical Trials Market size & share revenue was valued at approximately USD 8.8 Billion in 2024 and is expected to …

The S&P 500 Is at Record Highs and Hasn't Been This Expensive in Decades. History Says This Could Happen Next

At one point this year, the S&P 500 (SNPINDEX: ^GSPC) looked like it was in trouble, falling below 6,400. The war in Iran spooked investors, in what at the time appeared to be the catalyst that could bring the broad index back down to …

European Equities Traded in the US as American Depositary Receipts Rise in Tuesday Trading

European equities traded in the US as American depositary receipts were tracking higher late Tuesday 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 …

Quantum trade moves beyond science fiction: AlphaCheck

Good morning. Stocks wavered on Tuesday. Reports of progress on Middle East peace talks remained top of mind, as investors watched for swings in oil prices, which remained subdued in the first hour of trading. Here's a check of the markets in early trading, …

Cisco (CSCO) Puts 90,000 Workers On Personalized AI Agents With New Revenue Targets

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Cisco Systems (NasdaqGS: CSCO) is rolling out personalized AI agents to its entire 90,000-person workforce as part of a broad internal transformation. The …

KLA (KLAC) Is Up 5.5% After Strong Earnings, AI-Driven Outlook And Dividend Hike - What's Changed

KLA Corporation recently declared a quarterly cash dividend of US$0.23 per share, payable on September 1, 2026, to shareholders of record as of August 17, 2026, alongside reporting higher quarterly and full-year revenue and earnings through June 30, 2026, and issuing guidance for the …

The Market Now Says a Rate HIKE Is Coming. There’s a Dividend Fund Literally Built for This

Quick Read Markets now price 53% odds of a September rate hike, punishing SCHD's bond-proxy tilt while FDRR screens dividend payers for positive yield correlation. FDRR's top three holdings are NVIDIA, Apple, and Alphabet, which together exceed 22% of the portfolio, fueling an 86% …

Resultados de Super Micro Computer: ¿Compensarán los márgenes?

AST SpaceMobile second quarter earnings fall short of estimates

AST SpaceMobile second quarter earnings fall short of estimates Proactive uses images sourced from Shutterstock AST SpaceMobile Inc (NASDAQ:ASTS) reported a wider-than-expected adjusted loss and revenue below analyst estimates for the second quarter, while the company reaffirmed its full-year 2026 revenue guidance and continued …

Microsoft's Maia 300 Could Be a Win for Marvell and TSMC

This article first appeared on GuruFocus. Chip designer Marvell Technology Inc. (MRVL, Financials) could be among the clearest benefactors if Microsoft's Maia 300 AI accelerator ever achieves considerable scale.Wedbush analyst Matt Bryson said a substantial Microsoft order would likely benefit both Marvell and TSMC, …

WidePoint to Report Q2 Earnings: What's in Store for the Stock?

WidePoint WYY is scheduled to report its second-quarter 2026 earnings results on Aug. 13. For the second quarter of 2026, the Zacks Consensus Estimate for earnings is pegged at 1 cent per share, unchanged over the past 30 days, suggesting year-over-year growth of 116.67%. …

Verantos Named to Inc. 5000 List for the Fifth Consecutive Year

Global leader in high-validity real-world evidence for life sciences among select few who have achieved Inc. 5000 Honor Roll status MENLO PARK, Calif., August 11, 2026--(BUSINESS WIRE)--Verantos today announced it has achieved Honor Roll status, ranking on the Inc. 5000 list for the fifth …

Microchip Q1 Earnings Call Highlights Broad Recovery & Data Center Growth

Microchip Technology Incorporated MCHP used its fiscal first-quarter earnings call to emphasize a broader demand recovery, depleted channel inventories and accelerating data center exposure, while warning that external supply constraints are tightening. Reported revenues of $1.48 billion topped the Zacks Consensus Estimate of $1.46 …

accessiBe Named on the 2026 Inc. 5000 List, the Most Prestigious Ranking of America's Fastest-Growing Private Companies

accessiBe Recognized for Three-Year Revenue Growth, for the Second Year in a Row, Earning a Place Among the Nation's Most Successful Independent Businesses NEW YORK, Aug. 11, 2026 /PRNewswire/ -- accessiBe today announced it has been ranked on the 2026 Inc. 5000 list, the …

Tecan Group AG (TCHBF) (H1 2026) Earnings Call Highlights: Strategic Progress and Market ...

This article first appeared on GuruFocus. Release Date: August 11, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Tecan Group AG (TCHBF) delivered solid above-market growth in both segments, with group sales up …

Caterpillar and Celsius have been highlighted as Zacks Bull and Bear of the Day

For Immediate Release Chicago, IL – August 11, 2026 – Zacks Equity Research shares Caterpillar CAT as the Bull of the Day and Celsius Holdings CELH as the Bear of the Day. In addition, Zacks Equity Research provides analysis on NVIDIA Corporation NVDA and …

Oracle Adds New Fusion Agentic Applications and AI Agents to Help Organizations Improve Talent Management

Latest AI innovations in Oracle Fusion Cloud HCM help customers accelerate employee development, guide talent decisions, and respond faster to changing business needs AUSTIN, Texas, Aug. 11, 2026 /PRNewswire/ -- Oracle today announced new Oracle Fusion Agentic Applications and AI agents for HR to …

Por qué SiTime (SITM) ha subido un 25,4 % tras el cambio en los beneficios y la revisión al alza de las previsiones de ingresos para el tercer trimestre, y qué se espera a partir de ahora

Intel Just Increased Its Stock Offering to $20B. Why That’s Good News for ASML.

Intel stock was down after it said it plans to issue 210.5 million shares at a price of $95 a share but ASML was gaining. Continue Reading

Can Silicon Motion's New MonTitan SSD Solution Drive Growth?

Silicon Motion Technology Corporation SIMO has strengthened its footprint in the evolving artificial intelligence (AI) infrastructure market by introducing its MonTitan SSD Reference Design Kit (RDK). The new platform is designed to deliver high performance, predictable latency and sustained data processing to meet the …

Consistent Results Restored Confidence in Forgent Power Solutions (FPS)

Baron Capital, an investment management company, released its Q2 2026 investor letter for the "Baron Discovery Fund". A copy of the letter is available to download here. Baron Discovery Fund appreciated by 19.08% (Institutional Shares) in the quarter, underperforming the Russell 2000 Growth Index, …

Pan American Silver Q2 earnings on deck: 4 key factors you can't ignore

Pan American Silver (PAAS [https://seekingalpha.com/symbol/PAAS]) is set to report its Q2 2026 results on August 12 after the market closes, with Wall Street expecting non-GAAP EPS [https://seekingalpha.com/symbol/PAAS/earnings/estimates?period=quarterly] of $0.87 and revenue of $1.14B. However, estimates have moved lower, with six EPS downgrades and one …