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nasdaq.com Earnings Main company 🇲🇽 Mexico

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
finance.yahoo.com Balance sheet Main company 🇲🇽 Mexico

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
finance.yahoo.com Market update Main company 🇲🇽 Mexico

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
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
finance.yahoo.com Earnings Main company 🇲🇽 Mexico

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
finance.yahoo.com Earnings Main company 🇲🇽 Mexico

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
finance.yahoo.com Earnings Provider-linked mention 🇲🇽 Mexico

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
finance.yahoo.com Earnings Main company 🇲🇽 Mexico

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
finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Analysts Revamps Coherent Targets After AI Surge

This article first appeared on GuruFocus. Coherent (NYSE:COHR) is scaling AI-data-center supply faster than Wall Street expected, prompting analysts to sharply raise earnings estimates and price targets after fiscal fourth-quarter results. Yet the stock fell Thursday as investors focused on a lingering concern: soaring …

COHR main company
Sharemaestro market context Stored weekly price path 26 weeks +57.5% · Next-week setup negative 42.1% COHR stored weekly price path from 13 Feb 2026 to 7 Aug 2026
finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Viavi Solutions Stock: Is Growth Worth the Premium Valuation Now?

Viavi Solutions Inc. VIAV enters fiscal 2027 with a sharp improvement in revenue, earnings and operating margins. Fiscal 2026 revenues rose 40% year over year to $1.5 billion, while earnings increased 112.8% to $1 per share. The Zacks Consensus Estimate calls for fiscal 2027 …

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
finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Is Credo (CRDO) Quietly Redefining Its AI Moat Through Open Interconnect Standards and Memory Solutions?

Earlier in August 2026, Credo Technology Group Holding Ltd. showcased its OmniConnect Weaver AI memory interconnect and Toucan PCIe 6.0-capable retimer at the FMS 2026 conference, where OmniConnect Weaver was also named a finalist in two FMS Best of Show award categories. By pairing …

CRDON main company
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
finance.yahoo.com Balance sheet Main company 🇲🇽 Mexico

Advanced Micro Devices (AMD) Plans $5 Billion Bond Sale For AI Expansion

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 …

AMD main company
Sharemaestro market context Trend signal active 52 weeks +146.3% AMD stored weekly price path from 15 Aug 2025 to 7 Aug 2026
finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Super Micro Climbs 7% on Record Backlog, Dell and Hewlett Packard Enterprise Gain 3%

Quick Read Super Micro Computer's FY2027 revenue guide of $65 to $72 billion far exceeded the $53 billion consensus, sending SMCI up 7% and pulling Dell higher alongside it. Goldman Sachs named NetApp a top U.S. hardware pick as Lenovo's AI server pipeline surged …

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
finance.yahoo.com Market update Main company 🇲🇽 Mexico

BofA picks AMD and Nvidia as AI chip winners in massive CPU market

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 …

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
finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Viavi Solutions Stock Falls 18.2% in 3 Months: Is it an Opportunity?

Shares of Viavi Solutions Inc. VIAV have declined 18.2% in the past three months despite a sharp improvement in the company's operating performance. Fiscal 2026 revenues rose 40% year over year to $1.5 billion, while non-GAAP earnings per share increased 112.8% to $1.00. Fourth-quarter …

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
finance.yahoo.com Guidance Main company 🇲🇽 Mexico

Micron Faces a New Burry Bet as China Memory Pressure Builds

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 …

MU main company
Sharemaestro market context Trend signal active 52 weeks +561.4% · Next-week setup positive 57.4% MU stored weekly price path from 15 Aug 2025 to 7 Aug 2026
finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Why Coherent Stock Is Falling Thursday

This article first appeared on GuruFocus. Coherent (NYSE:COHR) shares fell about 6% Thursday even after the optical technology company reported record fiscal fourth-quarter revenue and offered an upbeat view for the year ahead, according to a Thursday press release. Coherent posted fourth-quarter revenue of …

COHR main company
Sharemaestro market context Stored weekly price path 26 weeks +57.5% · Next-week setup negative 42.1% COHR stored weekly price path from 13 Feb 2026 to 7 Aug 2026
finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Micron Just Lost Ground in Key Memory Market

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 …

MU main company
Sharemaestro market context Trend signal active 52 weeks +561.4% · Next-week setup positive 57.4% MU stored weekly price path from 15 Aug 2025 to 7 Aug 2026
finance.yahoo.com Market update Main company 🇲🇽 Mexico

What Dip? Why Microsoft Stock's Post-Earnings Momentum Is Set To Continue.

Microsoft stock's trend remains intact, according to David Keller of Sierra Alpha Research, who explains why. Continue Reading

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
finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Understand How Coherent and Lumentum Bypass an AI Bottleneck With Optics

Quick Read Coherent (COHR) posted 34% revenue growth and Lumentum (LITE) surged 109% as AI clusters abandon copper wiring in favor of optical connectivity. Coherent anchors its full photonic stack to an NVIDIA (NVDA) partnership, while Lumentum owns the high-margin laser engine inside modules …

COHR main company LITE main company
Sharemaestro market context Stored weekly price path 26 weeks +57.5% · Next-week setup negative 42.1% COHR stored weekly price path from 13 Feb 2026 to 7 Aug 2026
finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Why Dell Stock Is Climbing Today

This article first appeared on GuruFocus. Dell Technologies (NYSE:DELL) shares climbed about 3% on Thursday after Lenovo Group (LNVGY) reported strong fiscal first-quarter results, highlighting continued demand for AI infrastructure. Lenovo generated $26.94 billion in quarterly revenue, up 43.1% from a year earlier. Its …

DELLC main company
Sharemaestro market context Trend signal active 52 weeks +208.1% DELLC stored weekly price path from 15 Aug 2025 to 7 Aug 2026
finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Cisco's Q4 Earnings Beat Estimates, Strong Networking Aids Revenues

Cisco Systems CSCO reported fourth-quarter fiscal 2026 non-GAAP earnings of $1.22 per share, up 23% year over year and beating the Zacks Consensus Estimate by 4.27%. Broad networking demand and operating leverage supported the year-over-year growth. Revenues increased 18% year over year to $17.252 …

CSCO main company
Sharemaestro market context Trend signal active 52 weeks +68.0% · Next-week setup positive 60.3% CSCO stored weekly price path from 15 Aug 2025 to 7 Aug 2026
nasdaq.com Earnings Main company 🇲🇽 Mexico

D-Wave Quantum (QBTS) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Thursday, Aug. 6, 2026 at 8:00 a.m. ET CALL PARTICIPANTS Chief Executive Officer - Dr. Alan BaratzChief Financial Officer - John MarkovichInvestor Relations - Kevin Hunt TAKEAWAYS Q2 Revenue -- $3.1 million, representing a flat result compared to …

QBTS 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
finance.yahoo.com Guidance Main company 🇲🇽 Mexico

Sandisk Stock Jumps On Bullish Outlook, Leads Memory Names Higher

Sandisk stock jumped after the memory-chip maker gave an upbeat presentation at an analyst meeting in New York City. Continue Reading

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
finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Sandisk, Cisco, Micron, Ondas, Coherent, Cerebras, and More Stocks That Explain Today’s Market

Stocks rose Thursday following softer-than-expected wholesale inflation data for July and growing confidence that the Federal Reserve won’t raise interest rates. The company added that adjusted gross margins should stabilize at around 80% over that period, with an adjusted free-cash-flow margin of about 50%. …

CSCO main company COHR main company
Sharemaestro market context Trend signal active 52 weeks +68.0% · Next-week setup positive 60.3% CSCO stored weekly price path from 15 Aug 2025 to 7 Aug 2026
finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Super Micro, Dell, and HP Jump After Strong Lenovo Earnings

Quick Read SMCI surged 10% and DELL neared $500 after Lenovo's AI server pipeline jumped 157% sequentially, validating broad end-market AI demand. Super Micro guided FY27 revenue to $72B, beating Wall Street's $53B estimate by nearly $20B, though negative operating cash flow remains a …

DELLC main company SMCI main company
Sharemaestro market context Trend signal active 52 weeks +208.1% DELLC stored weekly price path from 15 Aug 2025 to 7 Aug 2026
finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Lam Research, Applied Materials, and Camtek Rise After SanDisk Issues Bullish Financial Targets

Quick Read SanDisk's 80% gross margin targets and signed contracts covering two-thirds of FY2028 bits drove LRCX up 4%, the most direct equipment beneficiary. AMAT reports Q3 earnings after today's close, while KLAC has already surged 72% year-to-date as equipment stocks get re-rated on …

LRCX main company AMAT main company
Sharemaestro market context Trend signal active 52 weeks +185.4% LRCX stored weekly price path from 15 Aug 2025 to 7 Aug 2026
finance.yahoo.com Deals and strategy Main company 🇲🇽 Mexico

Is Uber's Robotaxi Deal With Japan's Hinomaru Kotsu a Growth Catalyst?

Uber Technologies UBER announced that Uber Japan has entered into an operational partnership with taxi operator Hinomaru Kotsu Co., Ltd. Hinomaru Kotsu will manage daily fleet operations for Uber's autonomous-vehicle pilot in Tokyo, which is scheduled to launch in late 2026. Its responsibilities will …

UBER main company
Sharemaestro market context Price below Trend Line 52 weeks -26.2% · Next-week setup positive 55.1% UBER stored weekly price path from 15 Aug 2025 to 7 Aug 2026
finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Earnings Estimates Rising for Onto Innovation (ONTO): Will It Gain?

Onto Innovation (ONTO) could be a solid addition to your portfolio given a notable revision in the company's earnings estimates. While the stock has been gaining lately, the trend might continue since its earnings outlook is still improving. Analysts' growing optimism on the earnings …

ONTO main company
Sharemaestro market context Trend signal active 52 weeks +129.4% · Next-week setup negative 13.0% ONTO stored weekly price path from 15 Aug 2025 to 7 Aug 2026
finance.yahoo.com Market update Main company 🇲🇽 Mexico

Twilio Director Andrew Stafman Sells 500,000 Shares for $123.5 Million

Andrew Stafman, Director at Twilio Inc. (NYSE:TWLO), sold ~500,000 shares of Class A Common Stock on August 12, 2026. SEC Form 4 filing. Transaction summary Metric Value Transaction value $123.5 million Shares sold (indirectly held) ~500,000 Post-transaction shares ~133,000 Post-transaction shares (directly held) 13,492 …

TWLO main company
Sharemaestro market context Trend signal active 52 weeks +117.4% TWLO stored weekly price path from 15 Aug 2025 to 7 Aug 2026
finance.yahoo.com Earnings Main company 🇲🇽 Mexico

HubSpot Q2 Earnings Beat: Can AI Growth Offset Slower Buying Cycles?

HubSpot, Inc. HUBS delivered a second-quarter earnings beat, with revenues and earnings topping the Zacks Consensus Estimate. Revenue increased 20% year over year, while AI adoption continued across its agent portfolio. However, management also pointed to longer sales cycles, larger buying committees and greater …

HUBS main company
Sharemaestro market context Price below Trend Line 52 weeks -55.1% · Next-week setup negative 30.4% HUBS stored weekly price path from 15 Aug 2025 to 7 Aug 2026
finance.yahoo.com Earnings Main company 🇲🇽 Mexico

HubSpot Stock: Buy, Hold or Wait as Growth Meets Valuation Pressure

HubSpot, Inc. HUBS combines 20% second-quarter revenue growth with improving cash generation, expanding enterprise adoption and rising AI usage. At the same time, customer buying decisions are taking longer, net revenue retention has eased and pricing changes are creating near-term execution pressure. With a …

HUBS main company
Sharemaestro market context Price below Trend Line 52 weeks -55.1% · Next-week setup negative 30.4% HUBS stored weekly price path from 15 Aug 2025 to 7 Aug 2026
finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Is Atlassian’s (TEAM) New Code Context Subtly Redefining Its AI-Native Cloud Workflow Strategy?

In early August 2026, Atlassian Corporation introduced Code Context, a new Atlassian Teamwork Graph capability that securely connects and indexes large, multi-repository codebases for use across IDEs, AI coding tools, Jira, Rovo Chat, and the wider Atlassian ecosystem. By allowing AI agents and developers …

TEAM main company
Sharemaestro market context Trend signal started 52 weeks -14.6% · Next-week setup negative 14.3% TEAM stored weekly price path from 15 Aug 2025 to 7 Aug 2026
finance.yahoo.com Regulatory and legal Main company 🇲🇽 Mexico

What Does Hewlett Packard Enterprise (HPE) Risk From The New DDR5 ITC Case?

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Netlist has filed new patent infringement proceedings at the US International Trade Commission targeting Hewlett Packard Enterprise (NYSE:HPE) and other companies over DDR5 memory modules. The complaint …

HPE main company
Sharemaestro market context Trend signal active 52 weeks +126.8% · Next-week setup negative 43.4% HPE stored weekly price path from 15 Aug 2025 to 7 Aug 2026
finance.yahoo.com Deals and strategy Main company 🇲🇽 Mexico

What Is Oracle (ORCL) Building With Its New AI And Quantum Deals?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Oracle (NYSE: ORCL) extended its long term collaboration with Amazon Web Services to help enterprises run Oracle AI Database workloads on AWS. The …

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
finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Will Dell Technologies (DELL) Beat Estimates Again in Its Next Earnings Report?

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Dell Technologies (DELL). This company, which is in the Zacks …

DELLC main company
Sharemaestro market context Trend signal active 52 weeks +208.1% DELLC stored weekly price path from 15 Aug 2025 to 7 Aug 2026
finance.yahoo.com Macro sensitivity Main company 🇲🇽 Mexico

Sandisk Stock Soars as Memory Maker Unveils Ambitious Growth Plan

Sandisk expects adjusted gross margins to remain at around 80% through 2030 as demand for memory continues to outstrip supply. Continue Reading

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

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