Sharemaestro Newsreel

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 …

Arista Networks vs. Arm: Comparing Revenue Growth Trajectories for These Artificial Intelligence Companies

Key Points Arista Networks currently demonstrates a stronger and more consistent upward revenue trajectory than Arm over the analyzed periods. Over the course of the previous eight consecutive quarters, Arista Networks has consistently maintained a pattern of positive quarter-over-quarter revenue growth, whereas Arm has …

Wall Street Punishes Sandisk's Outlook: What Investors Are Missing

Sandisk (NASDAQ: SNDK) has been one of the hottest stocks in the market over the past year, up over 2,820%, but the stock continued its recent retreat following its fiscal Q4 earnings report and is now off around 47% from its June highs. The …

AI Spending is Slowing Down. How Will the S&P 500 React?

Wall Street keeps setting records, yet a growing chorus of institutional voices now names artificial intelligence (AI) itself as the biggest threat facing global markets. The S&P 500 sits at the center of that argument, and its concentration explains why.S&P 500 Index (SPX) – …

Opinion: The Best AI Memory Stock to Buy Isn't Micron or Sandisk -- It's This Korean Giant

Key Points Advanced DRAM and NAND flash solutions are becoming a bottleneck within the AI chip stack. Micron and Sandisk are two of the best-known producers of AI memory chips. A rival from Korea holds more market share than Micron and Sandisk, and is …

SanDisk CEO David Goeckeler Expects PC and Smartphone Sales to Decline in 2026, But Sees NAND Recovery Ahead: Here's Why

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. SanDisk Corp. expects PC and smartphone shipments to decline sharply in 2026, but CEO David Goeckeler said rising storage capacity and market stabilization next year could support …

Earnings Week Ahead: SMCI, CSCO, JD, PLUG, and more

[Business Person Reviewing Quarterly Report During Meeting in Office Setting] The second full week of August features a diverse earnings slate spanning AI infrastructure, semiconductors, space technology, healthcare, financials, and consumer names, with Super Micro Computer (SMCI [https://seekingalpha.com/symbol/SMCI]), Nebius (NBIS [https://seekingalpha.com/symbol/NBIS]), Cisco Systems (CSCO …

Apple CEO Tim Cook Predicts a "100-Year" Flood. Here Are 2 Stocks Primed to Cash In.

Key Points Many other companies are dealing with rising memory chip prices. Sandisk and Micron's stocks are priced cheaply. 10 stocks we like better than Sandisk › Apple Chief Executive Officer Tim Cook dropped a bombshell on investors during the company's latest quarterlyearnings call …

Super Micro Computer Landed $60 Billion in Orders Last Quarter, but Trades at Just $30

Key Points Supermicro booked more than $60 billion in new AI server orders in one quarter and expects significantly higher gross margins (15% to 17%). The market remains cautious because some orders are not firm commitments. The company is raising $7 billion through equity-related …

This Trillion-Dollar AI Stock Offers Better Quantum Computing Exposure Than IonQ, Rigetti, or D-Wave at a Multi-Year Valuation Low

Key Points Microsoft gives you quantum exposure without needing quantum to succeed tomorrow. For long-term investors, Microsoft offers a more balanced risk-reward profile than pure-play quantum companies. If quantum adoption takes longer than expected, you still own one of the world's leading AI and …

Is Rigetti Computing (RGTI) Priced For Perfection Or A Premium?

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Rigetti Computing stock has delivered a very large 3 year return, yet the company still scores poorly on broad valuation checks and currently screens as expensive on …

Where Will Dell Technologies Stock Be in 3 Years?

Dell Technologies(NYSE: DELL) has turned out to be a solid investment over the past three years, clocking impressive gains of 120% as of this writing and beating the tech-laden Nasdaq-100 Technology Sector index's jump of just 14% by a big margin. However, a closer …

Nokia’s (NOK) AI Network Bet Gets A Taiwan Proving Ground

Nokia (NYSE:NOK) has spent the past year rebuilding its story around AI, and earlier on July 14, it added another data point. The company signed a 5G expansion agreement with Taiwan Mobile to deploy its AirScale portfolio and AI-driven software across the carrier's network, …

1 Million Reasons to Buy SoFi Stock Now

2 men analyzing a report - by Ridofranz via iStock SoFi Technologies (SOFI) just gave investors a reason to pay attention, and it has nothing to do with loans or interest rates. It comes down to a single membership product that is growing faster …

Trending stocks this week as SpaceX, Palantir earnings and jobs data drive markets

[Wall Street New York stock exchange stock market] alexsl Wall Street ended the week higher, with the Dow Jones Industrial Average (DJI [https://seekingalpha.com/symbol/DJI]) and the S&P 500 (SP500 [https://seekingalpha.com/symbol/SP500]) closing at record highs as investors weighed a deluge of corporate earnings, including results from …

Xanadu Accelerates Chip Production as Investors Await Next Catalyst in Race to Scalable Quantum Computing – Quarterly Update Report

Download the Complete Report Here Xanadu Quantum Technologies (XNDU) Optical-Loss Progress and Higher Wafer Throughput Advance Hardware Roadmap as Growth Investment Accelerates Key Takeaways: XNDU advanced hardware execution, achieving 0.085 dB edge-coupling loss while increasing thin-film lithium niobate and silicon nitride fabrication by 75% …

16 out of 16 technology stocks deliver EPS wins this week: Earnings Scorecard

The technology sector was in focus this week after investors assessed earnings reports from companies including Palantir Technologies (PLTR [https://seekingalpha.com/symbol/PLTR]) and Advanced Micro Devices (AMD [https://seekingalpha.com/symbol/AMD]). The technology sector (XLK [https://seekingalpha.com/symbol/XLK]) gained over 30% so far this year, compared to the nearly 13% rise …

Dear SanDisk Stock Fans, Mark Your Calendars for a Fresh Catalyst on August 13

A photo of a Sandisk Solid State Drive by Top Popular Vector by Shutterstock On August 5, SanDisk (SNDK) posted the best quarter in its history. Revenue skyrocketed 372% from a year ago to $8.97 billion, gross margin hit a record 84.6%, and both …

What Sent Sandisk Shares Tumbling Nearly 20% Last Month

Key Points The semiconductor sector saw a massive sell-off in late July, losing over $1 trillion in value. Sandisk stock has not been immune, slumping nearly 20% over the past month. Analysts still see short-term upside ahead, with a one-year median price target of …

Why This ETF Might Be Ready to Make a Quantum Leap

A concept image showing a ray of light passing through cyberspace_ Image by metamorworks via Shutterstock_ The WisdomTree Quantum Computing Fund (WQTM), which debuted less than a year ago, is not the first quantum computing ETF. However, it is my favorite when I need …

Firebird opens region’s largest AI Factory in Armenia, backed by Nvidia chipsets

Investing.com - U.S.-based AI cloud infrastructure provider Firebird officially launched the Commonwealth of Independent States (CIS) region's largest AI Factory in Hrazdan, Armenia, on Saturday, marking the operational debut of a multi-billion-dollar global computing platform. The facility, powered by Nvidia Corp's accelerated computing, networking, …

How Leveraged ETFs Turned South Korea’s Stock Market Into a Casino and Why the U.S. Might Be Next

Game board by Thomas Buchholz via Unsplash Do you remember past financial contagions? Those periods of time that tend to occur just when "things can't get any better than this." 1987, 2000, 2008, and 2022 are the U.S. versions of those. And, with the …

SanDisk CEO David Goeckeler Says Its Biggest Customers Aren't Talking Prices Anymore as Business Turns 'Highly Strategic'

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. SanDisk Corp. said artificial intelligence is fundamentally changing how it works with customers, with CEO David Goeckeler describing a shift from short-term pricing negotiations to long-term strategic …

SanDisk Just Unveiled the First High-Bandwidth Flash Standard. What That Means for SNDK Stock.

The Sandisk logo on an office building by Askar via Adobe Stock Artificial intelligence (AI) is creating an unprecedented demand for faster and more efficient memory, and SanDisk Corporation (SNDK) has just taken a major step toward addressing that challenge. In partnership with SK …

Arista Networks (ANET) Stock Could Stay Grounded On Fresh AI Demand News

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. Arista Networks stock has delivered a very large 5 year return, yet current valuation …

Micron vs. Sandisk: Which Is the Better AI Memory Stock to Own for the Next 3 Years?

What's the hottest area for investors right now? A good argument could be made for artificial intelligence (AI) memory stocks. Shares of Micron Technology (NASDAQ: MU) have more than tripled so far in 2026. Sandisk (NASDAQ: SNDK) has delivered an even greater return, with …

What Does Sandisk (SNDK) Mean For AI Storage With Its New QLC Flash?

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. SanDisk (NasdaqGS:SNDK) and Kioxia announced a new Quad-Level-Cell QLC 3D flash memory platform that …

Western Digital Says AI Customers Are Already Negotiating Storage Deals Through 2031: 'Visibility Remains Very Strong'

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Western Digital Corp. said artificial intelligence (AI) customers are already negotiating long-term storage agreements extending over the next five years, giving the company greater visibility into future …