Sharemaestro Newsreel

Intel Did Much Worse Than Super Micro Computer But Both Got Punished

Quick Read Intel (INTC) posted its strongest revenue growth in 15 years and Supermicro (SMCI) nearly doubled revenue, yet both stocks fell hard after earnings. Intel diluted existing shareholders by roughly one-fifth through a $15 billion stock offering, while Supermicro kept common equity dilution …

Why Sandisk Stock Popped Today

Key Points Bernstein SocGen Group analyst Mark C. Newman raised his price target on Sandisk this morning. NAND prices are skyrocketing, and could turn Sandisk very profitable in a hurry.10 stocks we like better than Sandisk › Sandisk(NASDAQ: SNDK) stock jumped 6.3% through 11:55 …

AI infrastructure stocks surge after strong earnings from CoreWeave, Supermicro

What happened: AI infrastructure stocks jumped on Wednesday after blowout results from AI server hardware maker Supermicro (SMCI) and neocloud providers CoreWeave (CRWV) and Nebius Group (NBIS ). AI hosting peers Applied Digital (APLD) and IREN (IREN) moved higher. Other areas of the AI …

The Zacks Analyst Blog Highlights Dell Technologies, Super Micro Computer, Hewlett Packard and HP

For Immediate Release Chicago, IL – August 12, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in …

CoreWeave & Super Micro earnings are quieting AI concerns. What does this mean for Nvidia?

CoreWeave (CRWV) and Super Micro Computer (SMCI) stocks are both surging after the companies reported quarterly earnings. Westwood's chief investment officer of alternative and multi-asset investments Adrian Helfert and Yahoo Finance Senior Reporter Brooke DiPalma discuss what the results suggest about overall AI demand. …

The Zacks Analyst Blog Highlights NVIDIA and Western Digital

For Immediate Release Chicago, IL – August 12, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in …

Super Micro Advances 13%, Dell Gains 5%, HPE Rises 3% on Blowout AI Server Guidance

Quick Read Super Micro Computer's FY2027 revenue guidance of between $65B and $72B crushed the $52.5B estimate, sending SMCI up 13% and Dell up 5%. NVIDIA gained 2.5% as Super Micro's record $60B order book signals sustained conviction in GPU-powered AI server demand. Barclays, …

Can Sandisk's Strong Cash Generation Boost Shareholder Returns?

Sandisk Corporation SNDK is building a more durable cash-generating franchise in the memory industry, creating scope for stronger shareholder returns. The improvement is being supported by higher pricing, a rapid shift toward data centers and increasing operating leverage. In the fourth quarter of fiscal …

S&P 500 hits record high after July CPI data; CoreWeave stock jumps 21%

U.S. stocks rose Wednesday after July's consumer price index came in line with expectations, easing concerns about further Federal Reserve rate increases. The S&P 500 opened in record territory and was up 0.3% in early trading, with the Nasdaq Composite advancing 0.7% and the …

Is Arista Networks (ANET) a Buy as Wall Street Analysts Look Optimistic?

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter? Before …

Nebius, CoreWeave, Lumentum, Quantinuum, Super Micro, and More Stocks That Explain Today’s Market

Nebius soars as the so-called neocloud reports better-than-expected second-quarter results, while fellow neocloud company CoreWeave posts a narrower quarterly loss, sending the stock up sharply. Continue Reading

Dell, HPE gain pre-market as SMCI posts blowout revenue guidance

Investing.com -- Super Micro Computer projected fiscal 2027 revenue of $65–$72 billion, shattering analysts' average estimate of $52.50 billion and sending its shares up roughly 9% in pre-market trading Wednesday. Dell Technologies (NYSE: DELL) and Hewlett Packard Enterprise (NYSE: HPE) are rising in sympathy …

illumynt Appoints Matt Popieniuck as Vice President of Customer Success & Delivery

28-year Dell Technologies veteran, most recently leading services sustainability strategy, joins to own end-to-end program execution as illumynt scales its AI hardware lifecycle business BURLINGTON, Mass., August 12, 2026--(BUSINESS WIRE)--illumynt, a technology-driven leader in AI hardware lifecycle recovery and IT asset disposition (ITAD), today …

Lumentum, CoreWeave, SMCI, and More Stocks That Explain Today’s Market

Stock futures are rising after a solid batch of tech earnings gave the broader market a boost ahead of the July inflation report. Continue Reading

D-Wave Awarded National Research Council of Canada Funding to Advance Commercial Annealing Quantum Computing

Next-generation algorithms and open-source software will help organizations address larger, more complex optimization problems on D-Wave's Advantage2 quantum computers PALO ALTO, Calif., August 12, 2026--(BUSINESS WIRE)--D-Wave Quantum Inc. (NASDAQ: QBTS) ("D-Wave" or the "Company"), the only dual-platform quantum computing company providing both annealing and …

Forget big tech: the real AI money is in plumbing

Host Kenny Polcari joins Yahoo Finance's Jared Blikre and Founder ETFs' Michael Monaghan to explore the data showing why founder-led companies significantly outperform the market. The panel also breaks down the flawless execution of the SpaceX IPO, the overlooked opportunities in AI infrastructure, and …

CoreWeave, Super Micro climb on signs of sustained AI buildout

By Akriti Shah Aug 12 (Reuters) - Shares of CoreWeave and Super Micro Computer climbed premarket on Wednesday after ‌upbeat forecasts from the two AI infrastructure companies ‌reinforced demand expectations for computing capacity. Shares of neocloud provider CoreWeave rose more ​than 18%, with peer …

Sandisk Is Up 429% This Year -- Its $15.5 Billion Stock Buyback Suggests Management Thinks Shares Are Still Cheap

Key Points Sandisk's data center revenue has been growing by over 400% annually, underscoring how important memory is for AI data centers. Sandisk is buying back its own stock at an aggressive pace. Consistent share buybacks could imply that Sandisk's management thinks the stock …

Western Digital retrocede casi un 50 % a corto plazo, la acción corre el riesgo de desplomarse más de un 30 % más

Super Micro targets $65B-$72B FY 2027 revenue as it guides Q1 sales of $14.5B-$15.5B

Earnings Call Insights: Super Micro Computer, Inc. (SMCI) Q4 fiscal 2026 MANAGEMENT VIEW * "Fiscal year 2026 was a historic milestone for Super Micro as we nearly doubled our revenue year-over-year, growing from $22 billion last year to $39 billion fiscal year '26." (Founder, …

Super Micro sube al dispararse sus ganancias por encima de lo esperado

Advanced Micro Devices, Inc. (AMD) vs. Sandisk Corporation (SNDK): Chip Earnings Momentum Meets a Mixed Market Reaction

Advanced Micro Devices, Inc. (NASDAQ:AMD) beat Wall Street's estimates across the board Tuesday, with revenue up 50% and data center sales more than doubling. The stock still fell as much as 10% in extended trading anyway. Sandisk Corporation (NASDAQ:SNDK) is up more than 400% …

Stocks Supported by Renewed Middle East Optimism

The S&P 500 Index ($SPX) (SPY) today is up +0.04%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.32%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.07%. September E-mini S&P futures (ESU26) are up +0.02%, and September E-mini Nasdaq futures (NQU26) …

Here's Why HP (HPQ) Fell More Than Broader Market

HP (HPQ) closed at $29.07 in the latest trading session, marking a -2.45% move from the prior day. The stock fell short of the S&P 500, which registered a loss of 0.32% for the day. Elsewhere, the Dow saw a downswing of 0.34%, while …

Super Micro Computer (SMCI) Q4 Earnings and Revenues Top Estimates

Super Micro Computer (SMCI) came out with quarterly earnings of $1.7 per share, beating the Zacks Consensus Estimate of $0.68 per share. This compares to earnings of $0.41 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents …

Super Micro stock jumps on upbeat outlook

Yahoo Finance Tech Editor Dan Howley joins Josh Lipton on Asking for a Trend to break down Super Micro's (SMCI) latest results and upbeat outlook, as strong demand for AI infrastructure continues to drive the company's growth. Video Transcript 00:00 Speaker A Super Micro, …

Super Micro Computer stock surges 9% as guidance shatters expectations

Investing.com -- Super Micro Computer Inc. (NASDAQ: SMCI) sent shares rallying 9% after reporting robust fourth-quarter profits and issuing aggressive forward guidance that blew past Wall Street consensus. The blowout outlook served as a sharp positive surprise for investors, who had braced for headwind …

Super Micro Stock Climbs as Earnings Soar Past Expectations

Super Micro reported adjusted earnings of $1.70 per share, compared to the 92 cents per share analysts were expecting. Continue Reading

Super Micro Computer supera por 0,99$ las previsiones de BPA en el segundo trimestre del año

Super Micro (NASDAQ:SMCI) Beats Q2 CY2026 Non-GAAP EPS Estimates, Stock Soars 9.7%

Server solutions provider Super Micro (NASDAQ:SMCI) missed Wall Street's revenue expectations in Q2 CY2026, but sales rose 93.2% year on year to $11.12 billion. On the other hand, next quarter's outlook exceeded expectations with revenue guided to $15 billion at the midpoint, or 26.7% …

Super Micro Computer pops on strong outlook

[Supermicro headquarters in San Jose, California, USA] JHVEPhoto Super Micro Computer (SMCI [https://seekingalpha.com/symbol/SMCI]) shares rose 8% in extended trading on Tuesday after the artificial intelligence server maker offered up guidance for the coming fiscal first quarter that was well above Wall Street's forecast. For …

Super Micro Computer Non-GAAP EPS of $1.70 beats by $0.74, revenue of $11.12B misses by $440M

* Super Micro Computer press release [https://seekingalpha.com/pr/20615668-supermicro-announces-fourth-quarter-and-full-fiscal-year-2026-financial-results] (SMCI [https://seekingalpha.com/symbol/SMCI]): Q4 Non-GAAP EPS of $1.70 beats by $0.74. * Revenue of $11.12B (+91.7% Y/Y) misses by $440M. * As of June 30, 2026, total cash and cash equivalents was $7.5 billion and total bank debt …

Chasing NVIDIA? Western Digital May Be the Smarter AI Bet

With the rise of artificial intelligence (AI), NVIDIA Corporation NVDA has emerged as a prime beneficiary, with its shares soaring and helping the company surpass a $5-trillion market capitalization. The rally has been fueled by incessant demand for NVIDIA's advanced chips and CUDA software …

D-Wave's Revenue Fell 44% in a Year. Its Market Value Rose 38%.

Key Points D-Wave's trailing-12-month revenue is $12.4 million, down about 44%, while its market value climbed to $7.5 billion. First-half bookings jumped more than 1,100% to $35.5 million, including a $20 million system sale. Remaining performance obligations reached $40.7 million, up 668% -- still …

Arista Networks (ANET) Is In Focus Again, So What Is The Market Weighing?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Arista Networks (ANET) is back in focus after reporting second quarter 2026 results on 4 August, highlighted by its first quarter above US$3b …

Jim Cramer Highlights Arista Networks (ANET) Following Q2 Beat and 50% Rally

Arista Networks, Inc. (NYSE:ANET) posted $3.04 billion in total sales for Q2 2026, which represents a 37.7% year-over-year increase and beat Wall Street consensus estimates by $210 million. Non-GAAP earnings per share came in at $1.02, topping expectations by $0.13. The top-line expansion pulled …