Sharemaestro Newsreel

Western Digital (WDC) Is Down 17.6% After AI-Fueled Earnings Surge And Dividend Boost - Has The Bull Case Changed?

Western Digital reported fourth-quarter 2026 sales of US$3,747 million and net income of US$3,195 million, with full-year sales reaching US$12.92 billion and net income US$9.42 billion, alongside a US$0.15 per-share cash dividend declared for payment in September 2026. Management highlighted that AI customers are …

Arista’s (ANET) Record Quarter Reignites The AI Networking Debate

Arista Networks (NYSE:ANET) posted its first $3 billion-plus quarter on August 4, and the market noticed immediately. Shares spiked as much as 12.8% the next day on August 5 before settling to a 4.7% gain by midday. Revenue reached $3.036 billion, up 37.7% from …

Apple, Sionna, AbCellera, Sandisk, SpaceX, Berkshire, and More Stocks That Explain Today’s Market

Apple fell 2% to $306.56. Jefferies downgraded shares to Underperform from Hold and slashed the price target to $263.66 from $285.56. Shares of Elon Musk’s rocket and artificial-intelligence company snapped a four-week losing run on Friday with a 16% surge following the end of …

The Next Breakout For This Tech Stock Could Be Hiding in Plain Sight

Quick Read SanDisk (SNDK) surged 2,879% over the past year, pulled back 30%, and now offers 55% upside to our $1,882.90 high-conviction BUY target. Micron (MU) carries a $991B market cap versus SanDisk's $177B, while SanDisk's 84.6% gross margin far outpaces Western Digital (WDC) …

Why Sandisk Stock Is Climbing Higher Today

After trading flat last week, Sandisk (NASDAQ: SNDK) stock is starting this week off on an auspicious note. With a firm shifting its perspective on Sandisk stock, investors are finding sufficient motivation to pick up shares of the memory stock. As of 12:22 p.m. …

These Stocks Could Be Ready for Their Next Big Move

Quick Read Micron and Dell crushed estimates, with MU revenue up 346% year over year and Dell's AI-optimized server revenue surging 757% in Q1 FY27. Super Micro trades 33% below its year-ago price despite 123% revenue growth and over $13 billion in Blackwell Ultra …

Following IonQ and D-Wave Earnings, Don’t Count Out These Smaller Quantum Stocks

Earnings reports from Horizon Quantum and Xanadu Quantum Technologies show the companies have a chance to compete with bigger names—if they can secure capital. Continue Reading

Super Micro Faces a $60 Billion Earnings Test

This article first appeared on GuruFocus. Super Micro Computer Inc. (SMCI, Financials), the AI server maker, heads into earnings with investors weighing softer revenue against a much stronger profit picture. Warning! GuruFocus has detected 5 Warning Signs with SMCI. Is SMCI fairly valued? Test …

SNDK vs. NTAP: Which Stock Is the Better Value Option?

Investors with an interest in Computer- Storage Devices stocks have likely encountered both Sandisk Corporation (SNDK) and NetApp (NTAP). But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look. Everyone …

This Is When IBM's CEO Says Quantum Computing Could Start to Have a "Measurable Impact" on Its Bottom Line

Quantum computing has been an area of tech that growth investors have been targeting in recent years. In 2024, shares of Rigetti Computing soared more than 1,400%. While the enthusiasm has cooled of late given the long-term question marks and uncertainty around the business, …

Super Micro Rises 4% Ahead of Earnings; HPE Gains 4%, Dell Climbs 3% as AI Server Stocks Advance

Quick Read SMCI rose 4% ahead of earnings, dragging HPE up 4% and Dell up 3%, yet SMCI still sits 27% below year-ago levels. IYW's flat close confirms a server-specific rotation, while NVDA's push into integrated AI systems raises supply-chain dependency questions for SMCI. …

Sandisk Stock Sold Off on Earnings and Was Rewarded With an Upgrade

Argus Research analyst Jim Kelleher early Monday upgraded Sandisk to Buy from Hold with a 12-month price target of $1,600. Sandisk stock advanced 2.2% to $1,238.50 on Monday. At the time, Sandisk was trading around $1,757. Continue Reading

2 Services Stocks for Long-Term Investors and 1 We Find Risky

2 Services Stocks for Long-Term Investors and 1 We Find Risky Business services providers use their specialized expertise to help enterprises streamline operations and cut costs. Furthermore, the demand for their offerings is rising as more clients outsource non-core functions, a trend that has …

Why Rigetti Stock Fell 22% in July

Shares of Rigetti Computing (NASDAQ: RGTI) fell 22.6% last month, according to data provided by S&P Global Market Intelligence, as investors grew impatient with unprofitable companies. Investors rotated out of many AI stocks as skepticism spread that all the money being spent in the …

Down Nearly 50% From Its High, Has Sandisk Stock Become a Cheap Buy?

Key Points Sandisk posted incredible growth in its most recent quarter, but its guidance fell short of expectations. Uncertainty around the memory and storage market appears to be weighing on the stock. The stock's valuation appears low when compared to the broader market.10 stocks …

5 Dividend Growth Stocks to Buy as US Rate Hike Concerns Ease

All three major U.S. stock indices ended Aug. 7, 2026, in positive territory, as a softer-than-expected jobs report eased concerns over the Federal Reserve implementing further rate hikes in the near term. At the same time, robust tech and software earnings helped dispel fears …

Memory chip crunch could last 2 more years, JPMorgan says

Yahoo Finance Senior Business Reporter Ines Ferre joins Opening Bid to discuss JPMorgan's (JPM) latest note, warning that the memory chip shortage could continue for at least two more years. Ferre also breaks down the S&P 500's (^GSPC) bullish run, which has produced 26 …

Super Micro Computer Q4 earnings preview: Order backlog, margin expansion and cash flow in focus

[Supermicro headquarters in San Jose, California, USA] JHVEPhoto Super Micro Computer (SMCI [https://seekingalpha.com/symbol/SMCI]) is scheduled to announce Q4 earnings results on Tuesday, August 11th, after the market closes. Wall Street expects the San Jose, Calif.-based company to post EPS of $0.96 on revenue of …

Does Arista Networks (ANET) Have the Potential to Rally 26.33% as Wall Street Analysts Expect?

Arista Networks (ANET) closed the last trading session at $188.67, gaining 0.9% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target …

Sandisk rises after Argus upgrades rating to Buy

[SanDisk Corporate Headquarters, Silicon Valley, California] alacatr Shares of Sandisk (SNDK [https://seekingalpha.com/symbol/SNDK]) rose about 3% on Monday after Argus upgraded its rating to Buy from Hold, citing a pullback in the stock price and accelerating market and customer momentum that is driving sales growth …

Arista Witnesses an Uptrend in Estimate Revision: Is it Worth Buying?

Earnings estimates for Arista Networks, Inc. ANET for 2026 and 2027 have moved up 2.2% to $3.72 and 3% to $4.52, respectively, over the past seven days. The positive estimate revisions depict bullish sentiments about the stock's growth potential.Zacks Investment Research Image Source: Zacks …

Does STX Stock Still Have More Room to Run After Solid Q4 Earnings?

Seagate Technology Holdings plc STX has delivered dramatic turnarounds in the AI-driven storage space in 2026. The fiscal fourth quarter was a record quarter for profitability and cash flow, driven by strong data center demand, faster HAMR adoption and value-based pricing. The company generated …

The Role of SanDisk in Advancing AI Memory Solutions

Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, …

Apple downgraded, HPE upgraded: Wall Street's top analyst calls

Apple downgraded, HPE upgraded: Wall Street's top analyst calls The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly. Top Upgrades: Morgan …

Lenovo Group Ltd. (LNVGY) Hits Fresh High: Is There Still Room to Run?

A strong stock as of late has been Lenovo Group Ltd. (LNVGY). Shares have been marching higher, with the stock up 14.4% over the past month. The stock hit a new 52-week high of $72.16 in the previous session. Lenovo Group has gained 203.6% …

Rigetti Computing Stock Surged -- Here Is What Is Driving the Rally

Key Points Rigetti is receiving major government backing to reinforce its position as a strategic quantum computing player. Still, it remains an early-stage company with significant losses, making it a high-risk, high-reward investment.10 stocks we like better than Rigetti Computing › Rigetti Computing (NASDAQ: …

Super Micro Computer Continues Its 3-Month Fall: One Wall Street Bull’s Thesis Predicts 55% Upside From Here

Quick Read One bull sees 55% upside for SMCI, citing $60 billion in new orders and gross margins rebounding from 6% to nearly 10%. DELL surged 264% and HPE jumped 124% year to date on AI server demand, while SMCI lags under a company-specific …

Schwab: Retail investors want AI stocks on the cheap

Illustration: Brendan Lynch/Axios Retail investors took advantage of the volatility in the market last month to again be net buyers of stocks, new data from Charles Schwab shared exclusively with Axios shows. Why it matters: The trade in AI stocks shows staying power, as …

SMCI, Apple, Intel, Berkshire Hathaway, and More Stocks That Explain Today’s Market

The artificial intelligence trade is chugging along as investors wait for a CPI inflation print that could decide where rates go next. Continue Reading

D-Wave Quantum to Participate in Upcoming Investor Conferences

PALO ALTO, Calif., August 10, 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 gate-model systems, software, and services, today announced that management will be participating in the following investor conferences: Needham 7th …

Rigetti Computing, Inc. (NASDAQ:RGTI) acaba de publicar sus resultados del segundo trimestre y los analistas están actualizando sus previsiones

25-Year-Old Lost $35 Billion of His Investors’ Money. 2 Weeks Later, Silicon Valley Insiders Are Lining Up to Give Him More Cash.

Quick Read Aschenbrenner ran 400% leverage on concentrated AI bets including $NBIS and $CRWV, triggering margin calls that vaporized $35 billion in days. Shorts in $ADBE moved against the fund, yet within two weeks Silicon Valley insiders rallied to offer Aschenbrenner fresh capital. Aschenbrenner …

Sandisk Can Now Buy Back $15.5 Billion of Its Own Stock. That's 8.6% of the Company.

Key Points Sandisk's board approved an additional $14 billion repurchase program on Aug. 5, bringing total remaining buyback authorization to $15.5 billion. The company generated $11.7 billion of operating cash flow in fiscal 2026, up from $84 million the year before. Management spent about …

Prediction: Sandisk Will Reclaim Its All-Time High by the End of the Year

Key Points Sandisk is still gaining market share in the memory chip industry, and its recent results were superb. A 51% sequential revenue growth rate comes as hyperscalers commit to spending capital over multiple years. Sandisk trades at a reasonable valuation, with bearish fears …

Sandisk Has Surged More Than 3,000% in 12 Months. Is a Stock Split Coming?

Key Points Sandisk has become a prime stock-split candidate after an extraordinary 3,000%+ rally pushed its share price into quadruple digits, even though the company has not announced any plans. A stock split wouldn't change Sandisk's business or its value. The real investment story …

Quantum Computing Q2 2026 Earnings Preview

* Quantum Computing (QUBT [https://seekingalpha.com/symbol/QUBT]) is scheduled to announce Q2 earnings results on Monday, August 10th, after market close. * The consensus EPS estimate is -$0.04, [https://seekingalpha.com/symbol/QUBT/earnings/estimates] and the consensus revenue estimate is $5.15M * Over the last 3 months, EPS estimates have seen …