Sharemaestro Newsreel

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 …

Elon Musk Says Memory Is Now AI's Biggest Bottleneck. Here's What That Means for Micron and Sandisk.

Key Points Elon Musk stated that memory chip production capacity is growing much more slowly than demand. Both Sandisk and Micron shares are inexpensively priced.10 stocks we like better than Sandisk › Listening to earnings calls can be a great way for investors to …

Arista Networks (ANET) Is Up 4.61% in One Week: What You Should Know

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; …

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 …

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. …

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, …

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 …

QUBT Q2 Loss Matches, Revenues Beat, Stock Down in After-Market

Quantum Computing Inc. QUBT or "QCi" reported a second-quarter 2026 loss of 5 cents per share, matching the Zacks Consensus Estimate and narrowing 80.8% from a loss of 26 cents a year ago. Revenues surged 9,000.0% year over year from $61,000 to $5.55 million …

Is D-Wave Quantum a Buy? Here's What the Data Says.

Key Points D-Wave's bookings rose an impressive 1,120% in the second quarter, but its revenue was flat. Based on D-Wave's price-to-sales ratio of 496, the stock is far too expensive to justify buying.10 stocks we like better than D-Wave Quantum › Investors hope that …

RGTI Q2 Earnings Call Focuses on Fidelity and Government Support

Rigetti Computing, Inc. RGTI centered its second-quarter earnings call on technical execution, government backing and customer engagement as it advances its superconducting quantum-computing roadmap. Revenues of $5.1 million topped the Zacks Consensus Estimate of $4.9 million, while non-GAAP loss per share of $0.05 was …

Everpure Stock Rallies After Cloud Deal. Why It Is A 'Mic Drop Moment.'

Everpure stock jumped following news that the data storage company has landed its second "design win" with a cloud giant. Continue Reading

Can Micron's Take-or-Pay Deals Improve Revenue Growth Visibility?

Micron Technology, Inc. MU is using take-or-pay agreements to make its memory business more predictable. The strategy is important because DRAM and NAND markets have historically been highly cyclical, with revenues and profits changing sharply as memory prices and supply conditions move. Micron's new …

Can NVIDIA's Vera CPU Challenge Intel and AMD's Market Dominance?

NVIDIA Corporation NVDA is taking a bigger step into the CPU (Central Processing Unit) market with its Vera processor, designed specifically for agentic artificial intelligence (AI) workloads. The move could give NVIDIA another growth engine while increasing pressure on established server CPU leaders Intel …

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 …

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, …

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. …

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 …

Super Micro Computer Q4 26 Earnings Conference Call At 5:00 PM ET

(RTTNews) - Super Micro Computer Inc. (SMCI) will host a conference call at 5:00 PM ET on August 11, 2026, to discuss Q4 26 earnings results. To access the live webcast, log on to https://ir.supermicro.com/events-and-presentations/default.aspx The views and opinions expressed herein are the views …

1 No-Brainer Growth ETF to Buy Right Now for Less Than $1,000

If you have $1,000 to invest in growth stocks, you could buy a few shares of Nvidia, one share of Micron Technology, or a fractional share of Sandisk. Or you could invest in an exchange-traded fund (ETF) that tracks growth stocks within an index, …

QCi outlines $50M-$100M capex plan for NHanced Fab 2 upgrades while targeting NeuraWave program value of more than $10M

Earnings Call Insights: Quantum Computing Inc. (QUBT) Q2 2026 MANAGEMENT VIEW * CEO Dr. Yuping Huang said QCi "continued to build on the momentum established in the first quarter" while making "meaningful progress in our transition towards scalable, cost-effective production of miniaturized Quantum products …

Super Micro Already Told Us Its Revenue, Its Margins, and Its Orders. Tuesday's Report Has One Number Left.

Key Points Supermicro's July 21 preliminary update put fiscal fourth-quarter revenue near the low end of its $11.0 billion to $12.5 billion guidance. Preliminary gross margin of 15% to 17% is roughly double the 8.2% to 8.4% management guided for the quarter. The company …

What Does Dell Technologies (DELL) Full North America Distribution Reach Mean?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Dell Technologies (NYSE:DELL) expanded its partnership with D&H Distributing Co., which is now a fully authorized distributor for Dell's complete storage and server …

Dell (DELL) Stock May Be Undervalued On A Huge Five Year Run

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Dell Technologies stock has delivered very strong long term returns, yet current valuation checks still suggest the shares may trade below an estimate …

What Does Super Micro Computer (SMCI) Winning A Gigawatt AI Data Center Mean?

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Super Micro Computer (NasdaqGS: SMCI) has announced a new collaboration to build a gigawatt-scale data center for SpaceX and xAI. The project is positioned …

Informe de resultados: Quantum Computing Inc. supera previsiones de ingresos en el segundo trimestre de 2026

Supermicro to report Q4 results in latest test for AI infrastructure company

Supermicro (SMCI) will report its fourth quarter earnings after the bell on Tuesday, after the company provided a preliminary business update late last month that sent shares soaring more than 20%. According to Supermicro's filing, margins will be between 15% and 17%, versus prior …

Memory Price Surge Accelerating IT Hardware Spending, Morgan Stanley Says

Information technology hardware companies in the US will likely benefit from accelerated enterprise 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 a subscription? …

Resultados trimestrales: Quantum Computing registra una pérdida de 0,05 USD por acción en el segundo trimestre, frente a los 0,04 USD previstos por FactSet

Flash de resultados: Quantum Computing Inc. (QUBT) factura 5,6 millones USD en el segundo trimestre, frente a los 5,2 millones USD previstos por FactSet

Buy Lenovo Group (LNVGY) Stock for Higher Highs Ahead of Earnings?

Sporting a Zacks Rank #1 (Strong Buy), Lenovo Group LNVGY) is a tech stock that investors will certainly want to keep an eye on ahead of the company's fiscal first-quarter report on Wednesday, August 12. Adding to the bullish backdrop, Lenovo's Zacks Computer-Micro Computers …

HP (HPQ) Stock Trades At A Discount Despite Its 36% Run

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. HP stock has gained 35.8% year to date, yet on most valuation checks it still looks priced below what a full assessment of its fundamentals suggests. For …

Sandisk Stock Jumps After Top Analyst Says 'Pullback Is a Buying Opportunity'

This article first appeared on GuruFocus. Sandisk (NASDAQ:SNDK) shares climbed about 4% after Argus moved its rating to Buy from Hold, pointing to improved valuation after a recent selloff and expectations for continued demand in the memory market, according to a Monday research note. …

Everyone's Watching NVIDIA - But Is Sandisk the Real AI Winner?

Investors are keeping an eye on NVIDIA Corporation's NVDA earnings later this month, as the results could signal strength in artificial intelligence (AI) demand and set the tone for the broader tech sector. NVIDIA has consistently reported strong quarterly performances, banking on robust demand …

Sandisk Just Got a Big Vote of Confidence

This article first appeared on GuruFocus. Sandisk (NASDAQ:SNDK) shares rose about 3% Monday after Argus upgraded the flash-memory maker to Buy from Hold, arguing that a sharp pullback has created a better entry point just as revenue growth and margins are accelerating. The firm …