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Hinde Group Boosts Amazon.com (AMZN) Amid AI Capacity Bottlenecks and High Enterprise Backlog in AWS

Hinde Group, an investment management company, has released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The portfolio delivered a net return of 7.89% in the second quarter, bringing the YTD returns to 11.57% (net). During the second …

MU mentioned
Sharemaestro market context Trend signal active 52 weeks +654.2% · Next-week setup positive 57.7% MU stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Intel's Stock Sale Just Grew to $20 Billion

This article first appeared on GuruFocus. Intel Corp. (INTC, Financials), the semiconductor manufacturer that's striving to reestablish its position in advanced manufacturing and AI, has made its already-massive stock sale even bigger.Intel priced a $20 billion public equity offering at $95 a share, up …

INTC main company TSMN mentioned
Sharemaestro market context Trend signal active 52 weeks +279.0% INTC stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Riot Stock Soars as It Lands a $9.1 Billion AI Cloud Deal

This article first appeared on GuruFocus. Riot Platforms (NASDAQ:RIOT), a Bitcoin miner that has moved into selling AI data-center capacity, rose 18.87% premarket after striking a 20-year deal to supply 191 megawatts of computing to Anthropic from its Rockdale, Texas campus, according to Bloomberg, …

AMD mentioned
Sharemaestro market context Trend signal active 52 weeks +178.7% AMD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Micron is Gaining Share. These Bulls See More Upside Ahead

Quick Read Micron trades at just 6x trailing earnings amid relentless AI demand, yet Dr. Michael Burry has taken a notable short position against the memory giant. Alphabet's TurboQuant and Apple's on-device memory techniques signal firms are actively shrinking memory footprints, threatening Micron's long-term …

MU main company AAPL mentioned
Sharemaestro market context Trend signal active 52 weeks +654.2% · Next-week setup positive 57.7% MU stored weekly price path from 22 Aug 2025 to 14 Aug 2026

AST SpaceMobile Q2 2026 earnings miss, full-year guidance held

AST SpaceMobile reported second-quarter revenue of $31.5 million, falling short of analyst expectations, while reaffirming its full-year revenue guidance of $150 million to $200 million. The $34.5 million analyst consensus, cited by The Wall Street Journal, went unmet. AST SpaceMobile attributed the period's revenue …

ASTS main company
Sharemaestro market context Price below Trend Line 52 weeks +37.1% ASTS stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Cisco Launches 40 Communities Johannesburg: A New Chapter of Community-Led Transformation in South Africa

NORTHAMPTON, MA / ACCESS Newswire / August 11, 2026 / Cisco Systems Inc. by Brian Tippens Read on Cisco's Blog As part of my work at Cisco, I often emphasize the power of proximity and how true impact isn't delivered from a distance; it …

CSCO main company
Sharemaestro market context Trend signal active 52 weeks +52.4% · Next-week setup positive 62.5% CSCO stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Micron Stock Is Down 28%, and Here Is What Investors Need to Know

Micron (NASDAQ: MU) has been one of the hottest stocks on the market this year, and even became a trillion-dollar company in May. Its stock peaked on June 25, but it has since slid sharply. As of market open on Monday, it was down …

MU main company
Sharemaestro market context Trend signal active 52 weeks +654.2% · Next-week setup positive 57.7% MU stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Quantum Computing's results may indicate inflection point is near: Wall Street

[close up of quantum computer system, new advanced and innovative computing technology for data processing] Quantum Computing's (QUBT [https://seekingalpha.com/symbol/QUBT]) second-quarter results [https://seekingalpha.com/news/4630159-quantum-computings-q2-revenue-rockets-year-over-year-as-it-completes-nhanced-acquisition] and the closure of its acquisition of NHanced Semiconductor may be a sign that an inflection point for the quantum computing firm …

QUBT main company
Sharemaestro market context Price below Trend Line 52 weeks -48.6% · Next-week setup negative 42.9% QUBT stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Agassi Sports Entertainment and USTA Coaching, Inc. Announce Multi-Year Collaboration to Modernize Tennis Instruction Through ASE's Digital Coaching Platform

Collaboration integrates USTA Coaching philosophy and methodology into ASE's AI-powered coaching platform, delivering exclusive benefits to the USTA Coaching and USTA member community Renowned tennis coach and ASE advisor Darren Cahill to headline USTA Coaching's inaugural "Coaches Open" conference in New York this August …

IBM mentioned
Sharemaestro market context Price below Trend Line 52 weeks -11.0% IBM stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Eagle Freedom Alliance Recognizes Apple for Advancing Responsible Mineral Sourcing in East Africa

Investor-led recognition highlights how market leadership can accelerate more transparent and accountable global supply chains. FORT WORTH, Texas, August 11, 2026--(BUSINESS WIRE)--Eagle Freedom Alliance, an investor-led coalition advancing corporate accountability through the public markets, today released a shareholder letter recognizing Apple Inc. for its …

AAPL main company
Sharemaestro market context Trend signal active 52 weeks +23.0% · Next-week setup positive 55.2% AAPL stored weekly price path from 22 Aug 2025 to 14 Aug 2026

JD Gears Up to Report Q2 Earnings: What's in Store for the Stock?

JD.com JD is scheduled to release second-quarter 2026 results on Aug. 13. The Zacks Consensus Estimate for JD's second-quarter revenues is pegged at $51.55 billion, indicating an increase of 3.53% on a year-over-year basis. The consensus mark for second-quarter earnings is pegged at 86 …

AMAT mentioned
Sharemaestro market context Trend signal active 52 weeks +184.0% · Next-week setup positive 59.4% AMAT stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Buy 3 Stocks That Recently Announced Dividend Hikes Amid Volatility

Major indexes are coming off their best weeks since April, but markets are still rattled by volatility. Oil prices have stabilized, and hopes of a deal between Iran and Oman have brightened. Yet uncertainty related to the economy's health, peace talks between the United …

KLAC mentioned
Sharemaestro market context Trend signal active 52 weeks +110.1% · Next-week setup negative 38.4% KLAC stored weekly price path from 22 Aug 2025 to 14 Aug 2026

CRWV's Solidigm Deal: Can Priority SSD Access Give an Edge in AI Cloud?

The AI infrastructure race is increasingly moving beyond GPUs. As AI models become larger and inference workloads expand, storage capacity, performance and availability are becoming increasingly important components of the AI infrastructure stack. Against this backdrop, CoreWeaveInc. CRWV recently announced a multi-year agreement with …

CRWV main company
Sharemaestro market context Price above Trend Line 52 weeks -1.0% · Next-week setup negative 27.1% CRWV stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Buy and Hold These 2 Top-Ranked AI-Led Semiconductor Equipment Stocks

The global semiconductor manufacturing equipment and materials industry is growing by leaps and bounds, buoyed by AI-driven capital expenditure in leading-edge logic, high-bandwidth memory ("HBM") and Test and Packaging components. On July 14, SEMI reported in its Mid-Year Total Semiconductor Equipment Forecast – OEM …

LRCX mentioned
Sharemaestro market context Trend signal active 52 weeks +205.7% LRCX stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Cisco or Coherent: Which Stock Is Poised to Soar After Earnings?

Quick Read Cisco beats Coherent for retirement portfolios, pairing a 93% earnings beat probability and $0.42 quarterly dividend with a low beta of 1. Nvidia's $2 billion investment validates Coherent's growth story, but a P/E of 181 and a 14% single-day drop relegate it …

CSCO main company COHR main company
Sharemaestro market context Trend signal active 52 weeks +52.4% · Next-week setup positive 62.5% CSCO stored weekly price path from 22 Aug 2025 to 14 Aug 2026

16 Wall Street Analysts Couldn't Disagree More on Sandisk's Price Target

Sandisk (NASDAQ: SNDK) stock has rocketed 2,800% higher over the past year as demand for the company's memory processors has spiked, with tech companies snatching up swaths of memory for artificial intelligence data centers. Analysts differ greatly on their price targets for the stock, …

SNDK1 mentioned
Sharemaestro market context Trend signal active 52 weeks +3017.8% SNDK1 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

IBM, Together AI ink $240 million deal for Nvidia-powered AI inference cluster

Aug 11 (Reuters) - IBM and startup Together AI have signed a $240 million multi-year ‌agreement to build a large-scale artificial intelligence ‌cluster on IBM Cloud using Nvidia systems, the companies ​said on Tuesday. The cluster will provide inference for open-source AI models, which …

IBM mentioned
Sharemaestro market context Price below Trend Line 52 weeks -11.0% IBM stored weekly price path from 22 Aug 2025 to 14 Aug 2026

How Cybersecurity Has Become Critical Tech Battlefield

Cybersecurity faces a new era as hackers automate attacks. The troubling trend brings serious implications for AI stocks. Continue Reading

PANW mentioned
Sharemaestro market context Trend signal active 52 weeks +89.5% · Next-week setup positive 55.1% PANW stored weekly price path from 22 Aug 2025 to 14 Aug 2026

3 Stocks That Have Made Long-Term Investors Rich (and Could Do It Again)

Quick Read Apple's Services revenue hit $31 billion and Microsoft's AI business surged 123% to a $37 billion annualized run rate, both continuing to widen their competitive moats. Coca-Cola's 63-year dividend streak continues as management raised 2026 EPS guidance to 8-9% growth following a …

AAPL mentioned
Sharemaestro market context Trend signal active 52 weeks +23.0% · Next-week setup positive 55.2% AAPL stored weekly price path from 22 Aug 2025 to 14 Aug 2026

LivePerson Urges Stockholders to Vote "FOR" Acquisition by SoundHound AI Ahead of August 20 Special Meeting

Board of Directors and Independent Proxy Advisory Firms ISS and Glass Lewis Recommend a "FOR" Vote to Protect the Value of Your Investment Every Vote Matters – Failing to Vote Has the Exact Same Effect as Voting Against the Transaction NEW YORK, Aug. 11, …

SOUN mentioned
Sharemaestro market context Price below Trend Line 52 weeks -44.5% · Next-week setup negative 39.7% SOUN stored weekly price path from 22 Aug 2025 to 14 Aug 2026

RingCentral to Present at Oppenheimer Technology, Internet & Communications Conference

BELMONT, Calif., August 11, 2026--(BUSINESS WIRE)--RingCentral, Inc. (NYSE: RNG), a global leader in AI-powered customer engagement, today announced that members of its management team are scheduled to present at the following investor conference: Oppenheimer 29th Annual Technology, Internet & Communications Conference Date: Wednesday, August …

RNG main company
Sharemaestro market context Trend signal active 52 weeks +53.4% · Next-week setup negative 16.8% RNG stored weekly price path from 22 Aug 2025 to 14 Aug 2026

CrowdStrike Named a Leader in the 2026 IDC MarketScape for MDR/MXDR for the Enterprise Vendor Assessment

AUSTIN, Texas, August 11, 2026--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD) today announced it has been named a Leader in the IDC MarketScape: Worldwide MDR/MXDR for the Enterprise 2026 Vendor Assessment1. The enterprise MDR market is shifting toward agentic security operations, where AI accelerates triage and takes …

CRWD main company
Sharemaestro market context Trend signal active 52 weeks +87.8% CRWD stored weekly price path from 8 Aug 2025 to 14 Aug 2026

IBM and Together AI Sign Multi-Year Agreement to Scale Open-Source AI Inference with NVIDIA AI Infrastructure on IBM Cloud

First large-scale inference cluster with Together AI on IBM Cloud using NVIDIA HGX B300 systems to help enterprises run AI workloads, designed for fast and efficient production ARMONK, N.Y. and SAN FRANCISCO, Aug. 11, 2026 /PRNewswire/ -- IBM (NYSE: IBM) announced a collaboration with …

IBM mentioned
Sharemaestro market context Price below Trend Line 52 weeks -11.0% IBM stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Cisco’s 90K Agent Rollout: The CFO Math Behind Full-Workforce Agentic Deployment

The Economics of Scale Starting at the end of July 2026, Cisco is deploying personalized AI agents to its entire 90,000-person workforce. This is not a pilot program; it is a standardized infrastructure shift intended to change how the company produces work. To manage …

CSCO main company
Sharemaestro market context Trend signal active 52 weeks +52.4% · Next-week setup positive 62.5% CSCO stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Morgan Stanley sees more upside in these stocks as 'chipflation' worsens

Rapid demand and subsequent higher prices for memory chips are unlikely to end anytime soon, Morgan Stanley warns. The call: Morgan Stanley analyst Erik Woodring caught our attention with a new note out on Tuesday on ways to play the memory chip price increase. …

CSCO mentioned SNDK1 mentioned
Sharemaestro market context Trend signal active 52 weeks +52.4% · Next-week setup positive 62.5% CSCO stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Apple’s Dip Below $310 is a Great Accumulation Opportunity

Quick Read Apple dropped 7% since Q3 earnings while the broader market climbed, making the $308 entry attractive for long-term accumulation. AAPL's Services segment generates $30 billion quarterly at a 77% gross margin, backed by a fresh $100 billion buyback authorization. The bull case …

AAPL main company
Sharemaestro market context Trend signal active 52 weeks +23.0% · Next-week setup positive 55.2% AAPL stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Intel upsizes stock offering to $20 billion for AI chip manufacturing

Intel upsized its previously announced common stock offering to $20 billion on Tuesday, pricing 210,526,315 shares at $95 per share as it looks to fund expansion of its chip contract manufacturing business. The offering was increased from the $15 billion target Intel had announced …

INTC main company
Sharemaestro market context Trend signal active 52 weeks +279.0% INTC stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Fastly Reaches Analyst Target Price

In recent trading, shares of Fastly Inc (Symbol: FSLY) have crossed above the average analyst 12-month target price of $18.50, changing hands for $18.75/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on …

FSLY main company
Sharemaestro market context Trend signal active 52 weeks +278.7% · Next-week setup negative 44.9% FSLY stored weekly price path from 22 Aug 2025 to 14 Aug 2026

RBRK Crosses Above Average Analyst Target

In recent trading, shares of Rubrik Inc (Symbol: RBRK) have crossed above the average analyst 12-month target price of $46.70, changing hands for $49.12/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on …

RBRK main company
Sharemaestro market context Trend signal active 52 weeks +6.3% · Next-week setup negative 37.2% RBRK stored weekly price path from 22 Aug 2025 to 14 Aug 2026

This Wall Street Pro Makes a Compelling Argument for 70% Gains on NXP Semiconductors Which Cratered Last Month

Quick Read Cantor Fitzgerald's C.J. Muse maintains a $400 target on NXPI after a 20% monthly drop driven by Ambarella acquisition rumors and a UBS downgrade. NXPI's 71% upside to Cantor's Street-high target dwarfs analog peers MCHP at 37% and TXN at just 16%, …

TXN mentioned AMBAN mentioned
Sharemaestro market context Trend signal active 52 weeks +27.8% · Next-week setup negative 44.9% TXN stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Taiwan Semi, Sony to invest nearly $4.7B to form joint venture for image sensors

[TSMC North America headquarters in San Jose, California, USA] JHVEPhoto Taiwan Semiconductor Manufacturing (TSM [https://seekingalpha.com/symbol/TSM]) and Sony (SONY [https://seekingalpha.com/symbol/SONY]) will invest about $4.69B to form a ‌joint venture, or JV, to develop and make next-generation image sensors in Koshi City, Kumamoto Prefecture, Japan. The …

SONYN main company
Sharemaestro market context Price above Trend Line 52 weeks -22.9% · Next-week setup negative 44.4% SONYN stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Anthropic’s $965B IPO Path Runs Through Seven Compute Corridors Across Three Continents

Anthropic's $965 billion IPO path rests on the aggressive, multi-layered industrialization of compute. The company has transformed access from a variable cost into a structural moat by diversifying hardware and energy supply across three continents through seven distinct funding mechanisms — effectively decoupling its …

AMD mentioned
Sharemaestro market context Trend signal active 52 weeks +178.7% AMD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

With a New iPhone Coming, Here’s What $10,000 in Apple Since the First One Is Worth

Quick Read A $10,000 bet on AAPL at the first iPhone launch in 2007 has grown to $844,546, crushing the S&P 500's $51,388 return. Apple's nine consecutive earnings beats and $100 billion buyback authorization support the bull case, but a near-35 P/E resets return …

AAPL mentioned
Sharemaestro market context Trend signal active 52 weeks +23.0% · Next-week setup positive 55.2% AAPL stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Is the Artificial Intelligence (AI) Bubble About to Pop? Investors Who Make This 1 Move Will Come Out on Top, According to History.

As it gets closer to the end of 2026, it looks like the market has a fair chance of scoring another year of double-digit gains. Anything can happen over the next five months, but year to date, the S&P 500 (SNPINDEX: ^GSPC) is up …

AAPL mentioned SNDK1 mentioned
Sharemaestro market context Trend signal active 52 weeks +23.0% · Next-week setup positive 55.2% AAPL stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Duolingo earnings put a Wall Street warning to the test

Duolingo's latest quartergave investors fresh evidence that user growth is accelerating, but one Wall Street firm still sees a problem with what the market is paying for the language-learning company. Duolingo (DUOL) reported second-quarter revenueof $298.5 million, up 18% from a year earlier, while …

DUOL main company
Sharemaestro market context Trend signal active 52 weeks -62.9% · Next-week setup negative 18.4% DUOL stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Intel investors are banking on a comeback — and then some

When is a good time for a company to raise equity? When its shares are expensive, according to financial lore. Intel, which said on Monday PREMIUM Upgrade to read this Financial Times article and get so much more. A Silver or Gold subscription plan …

INTC main company
Sharemaestro market context Trend signal active 52 weeks +279.0% INTC stored weekly price path from 22 Aug 2025 to 14 Aug 2026

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