{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: Mexico Technology news", "home_page_url": "https://sharemaestro.com/newsreel/mx/technology/", "feed_url": "https://sharemaestro.com/newsreel/mx/technology/feed.json", "description": "Latest Technology company headlines from Mexico, newest first, with industry sections, source links and company research.", "language": "en", "items": [{"id": "source:bbd4154bef3272497c0f4d109bad05d8238915769a5b652f2c274c76c5f2009f", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-stock-holds-flat-500-191201034.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-stock-holds-flat-500-191201034.html", "title": "NVIDIA Stock Holds Flat as $500 Billion AI Plan Takes Shape", "content_text": "This article first appeared on GuruFocus. NVIDIA (NASDAQ:NVDA), the undisputed heavyweight of the AI chip boom, announced a financing offensive that could mobilize more than $500 billion for AI infrastructure. Apollo (NYSE:APO), BlackRock, Blackstone (NYSE:BX), Brookfield, Goldman Sachs (NYSE:GS) and KKR (NYSE:KKR) are all in the mix. The idea is simple but enormous: bring deep-pocketed Wall Street capital directly into the AI buildout and give qualifying NVIDIA customers more firepower to buy the GPUs, networking gear, power infrastructure and data centers needed to compete. NVIDIA shares bar", "date_published": "2026-08-14T19:12:01+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "NVDA"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e5abb7f8-fa29-4aef-8f93-37f7f53ecd6b/"}]}}, {"id": "source:c351553eade3da2ec3cd262039a30ad8421ddd5d4b9a906e11832c3fe104af19", "url": "https://finance.yahoo.com/markets/stocks/articles/microchip-technology-mchp-fully-valued-190914847.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/microchip-technology-mchp-fully-valued-190914847.html", "title": "Is Microchip Technology (MCHP) Fully Valued After Strong AI Led Growth?", "content_text": "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. Microchip Technology stock has delivered a 20.9% gain over the past year, yet the latest valuation work suggests the shares now trade at a premium, with both the market multiple checks and a Discounted Cash Flow (DCF) intrinsic value estimate pointing to an overvalued picture. Over the last 12 months, Microchip Technology is up 20.9%, which puts recent buyers in profit while raising the question of how much upside is already", "date_published": "2026-08-14T19:09:14+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MCHP"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MCHP", "name": "Microchip Technology Incorporated", "sentiment_url": "https://sharemaestro.com/sentiment/6f378d1c-e5cf-4607-b83c-e3dbaf2f531a/"}]}}, {"id": "source:fe4d0902435ece0c7ed0f7d93dd1022132ef14daf2afc2fd29d7c47b719151f6", "url": "https://finance.yahoo.com/markets/stocks/articles/why-coherent-cohr-stock-rocketing-190900411.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/why-coherent-cohr-stock-rocketing-190900411.html", "title": "Why Is Coherent (COHR) Stock Rocketing Higher Today", "content_text": "Why Is Coherent (COHR) Stock Rocketing Higher Today What Happened? Shares of materials and photonics company Coherent (NYSE:COHR) jumped 8.8% in the afternoon session after a strong earnings report and positive outlook from rival Lumentum Holdings boosted sentiment for the optical networking equipment sector. Lumentum, a key player in the photonics industry, delivered fiscal fourth-quarter revenue and earnings that surpassed Wall Street's forecasts and issued a stronger-than-expected sales forecast for the upcoming quarter. The upbeat results reinforced expectations of robust demand for optica", "date_published": "2026-08-14T19:09:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "COHR"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "COHR", "name": "COHERENT CORP", "sentiment_url": "https://sharemaestro.com/sentiment/a8770574-e4fc-42a4-a4b0-c3c115e57461/"}]}}, {"id": "source:49d54f46c79760e65ffd632f4b7364e4280283a4854c7bb419bf2890db0d6408", "url": "https://finance.yahoo.com/markets/stocks/articles/nvidias-next-earnings-could-shock-185110303.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/nvidias-next-earnings-could-shock-185110303.html", "title": "Nvidia's Next Earnings Could Shock Wall Street: UBS Sees Billions Above Guidance", "content_text": "This article first appeared on GuruFocus. UBS expects Nvidia (NASDAQ:NVDA) to top its fiscal second-quarter revenue outlook by several billion dollars, while retaining a Buy rating and $280 price target ahead of the results. The firm projects revenue of $94 billion to $95 billion for the July quarter, above Nvidia's current $91 billion forecast. UBS also expects the company to guide for about $107 billion to $108 billion in October-quarter revenue. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our free DCF calculator. Analysts said Blac", "date_published": "2026-08-14T18:51:10+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDA"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e5abb7f8-fa29-4aef-8f93-37f7f53ecd6b/"}]}}, {"id": "source:3a6afaed27a7e6441e0db0ddf8593f97ef3935fa232cb5feab7d4738fb899f6f", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-poised-strong-quarterly-results-180639120.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-poised-strong-quarterly-results-180639120.html", "title": "Nvidia Poised for Strong Quarterly Results, Outlook, UBS Says", "content_text": "Nvidia (NVDA) is likely to post strong fiscal second-quarter results and issue an upbeat sales outlo 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? Sign in", "date_published": "2026-08-14T18:06:39+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDA"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e5abb7f8-fa29-4aef-8f93-37f7f53ecd6b/"}]}}, {"id": "source:b2d09a8e41876c294d395a340a666ad08004489d714c2b44dec00a320e65c65a", "url": "https://finance.yahoo.com/healthcare/articles/triple-tax-hsa-strategy-doctors-174449826.html", "external_url": "https://finance.yahoo.com/healthcare/articles/triple-tax-hsa-strategy-doctors-174449826.html", "title": "The Triple-Tax HSA Strategy Doctors Max Before Their 401(k) in 2026", "content_text": "Quick Read The HSA is the only account delivering all three tax advantages: deductible contributions (including FICA savings), tax-free growth, and tax-free qualified withdrawals. Invest HSA funds in equity index funds, pay current medical bills from cash, and save receipts to reimburse yourself tax-free decades later. After 65, HSA medical withdrawals don't count toward MAGI, helping retirees dodge IRMAA surcharges that add hundreds per month to Medicare premiums. Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answe", "date_published": "2026-08-14T17:44:49+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSTR"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSTR", "name": "Strategy Inc", "sentiment_url": "https://sharemaestro.com/sentiment/a88960bf-f20a-4bf3-bcd7-72a08dc5229e/"}]}}, {"id": "source:3f3256db8c73f7b3aa1955b715cf3efff45be648c30735bbcf6f58edd1a8dc76", "url": "https://finance.yahoo.com/markets/stocks/articles/oracle-junk-bond-fears-debt-173300814.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/oracle-junk-bond-fears-debt-173300814.html", "title": "Oracle junk bond fears, debt surge sound alarms for investors", "content_text": "Oracle'sstock chart looks like a horror movie right now, and the plot keeps getting scarier. Shares of Oracle (ORCL) have fallen almost 50% from its September 2025 peak and are down 20% year-to-date. The recent sell-off is driven by a credit downgrade, a spike in bond insurance costs, and growing doubts about whether Oracle's massive artificial intelligence bet will pay off. For a company that has spent decades as a steady, boring, profitable software business, that's a big shift. And the numbers back up the worry. Oracle bleeds cash amid AI spend Oracle's income statement still looks impressi", "date_published": "2026-08-14T17:33:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "ORCL"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ORCL", "name": "Oracle Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/68ed501b-503b-47ec-b45c-8640511a6296/"}]}}, {"id": "source:23339c25b39e498fab0a3faadde4cb059370a3495bf0b717512596f755daddd8", "url": "https://finance.yahoo.com/markets/stocks/articles/renaissance-nearly-triples-nvidia-stake-172532360.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/renaissance-nearly-triples-nvidia-stake-172532360.html", "title": "Renaissance Nearly Triples Nvidia Stake, Slashes Micron", "content_text": "This article first appeared on GuruFocus. The biggest bet Renaissance Technologies (Trades, Portfolio) made on a top AI chipmaker was Nvidia Corp. (NVDA, Financials) in the second quarter.The quant fund added 4.56 million Nvidia shares to its stake, for a total of 7.09 million Nvidia shares valued around $1.42 billion.In the meantime, Renaissance significantly trimmed its stake in Micron. The fund lowered its position to 211,600 shares from 2.16 million. It also sold all of AppLovin and almost completely quit Sandisk.Renaissance also had a new position in CrowdStrike valued at about $572 milli", "date_published": "2026-08-14T17:25:32+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDA"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e5abb7f8-fa29-4aef-8f93-37f7f53ecd6b/"}]}}, {"id": "source:c449ea1f60540c2828ff28b8a400cceb7d188b74e2cd06136adca1426a19c517", "url": "https://finance.yahoo.com/technology/ai/articles/smci-q2-deep-dive-ai-172500968.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/smci-q2-deep-dive-ai-172500968.html", "title": "SMCI Q2 Deep Dive: AI Demand Drives Orders, Enterprise Mix Lifts Margins", "content_text": "SMCI Q2 Deep Dive: AI Demand Drives Orders, Enterprise Mix Lifts Margins Server solutions provider Super Micro (NASDAQ:SMCI) fell short of the market'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% above analysts' estimates. Its non-GAAP profit of $1.70 per share was 77.5% above analysts' consensus estimates. Is now the time to buy SMCI? Find out in our full research report (it's free). Super Micro (SMCI) Q2 CY2026 Highlights: Re", "date_published": "2026-08-14T17:25:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "SMCI"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2ec04ae8-59d6-4fca-82da-e9d549f5eef1/"}]}}, {"id": "source:6832e6a796760dc449063b7ff147f455755ae6b12948a31b4b01f2fecbfe5cbf", "url": "https://finance.yahoo.com/markets/stocks/articles/nvidia-nancy-pelosi-cathie-wood-172328340.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/nvidia-nancy-pelosi-cathie-wood-172328340.html", "title": "Nvidia, Nancy Pelosi, Cathie Wood Strike Gold With Databricks' $190 Billion Valuation", "content_text": "Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Private software giant Databricks is now worth $190 billion thanks to a new funding round. The valuation jump is good news for early backers of the Snowflake (NYSE:SNOW) competitor, which includes Nancy Pelosi, NVIDIA Corporation (NASDAQ:NVDA) and Cathie Wood. Early Databricks Backers Up Big Former Speaker of the House Nancy Pelosi (D-Calif.) disclosed a holding in Databricks via Forge Investments on March 4, 2024. The investment, made by her husband and venture capitalist Paul Pelosi, was list", "date_published": "2026-08-14T17:23:28+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "NVDA"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e5abb7f8-fa29-4aef-8f93-37f7f53ecd6b/"}]}}, {"id": "source:eaaf45302a0c96d3a1e4372124aa0128f56568b9ba28e764575497097cddf602", "url": "https://news.google.com/rss/articles/CBMiqAFBVV95cUxOS1gzMnpaNWRRSUQ1SF8wd0xQcVpwNXFrUnBXdGs4SFBLV2Etczh2RXVLM3kxV21HMHRzeTBoSjBOTVdrMG9hNUF3RGlEU1lfRFBjNnpjaFFpVGcwNmptYV8yaURta3Q2VTRjMDB4VmgxZUhvZkk4QnlONjB2OGV3QlZDT1g3N2lKdjdMWGRDYUh2c2ZaMVB6Y0FBX3l4OXg2Q2tqTWVKbXM?oc=5", "external_url": "https://news.google.com/rss/articles/CBMiqAFBVV95cUxOS1gzMnpaNWRRSUQ1SF8wd0xQcVpwNXFrUnBXdGs4SFBLV2Etczh2RXVLM3kxV21HMHRzeTBoSjBOTVdrMG9hNUF3RGlEU1lfRFBjNnpjaFFpVGcwNmptYV8yaURta3Q2VTRjMDB4VmgxZUhvZkk4QnlONjB2OGV3QlZDT1g3N2lKdjdMWGRDYUh2c2ZaMVB6Y0FBX3l4OXg2Q2tqTWVKbXM?oc=5", "title": "Is Western Digital Stock a Buy After Q4 Earnings? Here\u2019s What You Need to Know.", "content_text": "Is Western Digital Stock a Buy After Q4 Earnings? Here\u2019s What You Need to Know.", "date_published": "2026-08-14T17:15:00+00:00", "authors": [{"name": "TIKR.com"}], "tags": ["Earnings", "WDC"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "WDC", "name": "Western Digital Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/c62136f3-8a1e-4c36-9eea-e87da7ce44dc/"}]}}, {"id": "source:15fb11d797cda55d602118a6d6c5275f22c220ce4d3b2451a9abfda5695a8ecf", "url": "https://finance.yahoo.com/markets/stocks/articles/cdns-falls-12-9-past-164500703.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/cdns-falls-12-9-past-164500703.html", "title": "CDNS Falls 12.9% in the Past Month. Is the Sell-Off an Opportunity?", "content_text": "Cadence Design Systems CDNS shares have fallen 12.9% in the past month even though the company delivered double-digit revenue and earnings growth in the second quarter.Zacks Investment Research Image Source: Zacks Investment Research The pullback has lowered the stock's valuation sharply from its historical norms. The question is whether improving fundamentals and AI-related demand outweigh the premium that still remains. CDNS Pullback Comes Despite Strong Q2 Results Second-quarter revenues rose 24.2% year over year to $1.584 billion. Non-GAAP earnings increased 27.9% to $2.11 per share, with ", "date_published": "2026-08-14T16:45:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "CDNS"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "CDNS", "name": "Cadence Design Systems, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/80df4918-53f7-4cbe-84a1-1cc70d98acce/"}]}}, {"id": "source:7239d9496ab086da1fa9c732bb884e9cac0d4a0da7cec179a6c0d5bab70eaf01", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-500-billion-plan-envelops-164209178.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-500-billion-plan-envelops-164209178.html", "title": "Nvidia\u2019s $500 Billion Plan Envelops Wall Street in Its AI Frenzy", "content_text": "(Bloomberg) -- Goldman Sachs Group Inc., Blackstone Inc. and Apollo Global Management Inc. had been working tirelessly for months to draw up debt deals that would help developers of artificial intelligence systems pay for chips from Nvidia Corp. Most Read from Bloomberg Selena Gomez Accused of Fraud by Mental-Health Startup Investors US Readies Unprecedented 'Economic Isolation' Plan for Iran Costliest US Bond Sale Since 2001 Is Investor Warning to Bessent Walter Sells Lakers, Seeks More Cash to Pay Loans Amid DOJ Probe OpenAI's Annualized Revenue Tops $40 Billion Ahead of IPO With slow progre", "date_published": "2026-08-14T16:42:09+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "NVDA"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e5abb7f8-fa29-4aef-8f93-37f7f53ecd6b/"}]}}, {"id": "source:a2cb3895a80cf2ddba22994da5f1251bf28f100a0a780ac3c3bc1eedcc904107", "url": "https://finance.yahoo.com/technology/ai/articles/cadence-raises-2026-outlook-ai-164000799.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/cadence-raises-2026-outlook-ai-164000799.html", "title": "Cadence Raises 2026 Outlook as AI Agents Drive Broader EDA Demand", "content_text": "Cadence Design Systems CDNS raised its 2026 financial outlook after second-quarter results topped expectations and AI-oriented demand expanded across its portfolio. Cadence Design Systems, Inc. Price, Consensus and EPS SurpriseCadence Design Systems, Inc. Price, Consensus and EPS Surprise Cadence Design Systems, Inc. price-consensus-eps-surprise-chart | Cadence Design Systems, Inc. Quote The larger issue is whether agentic AI can become a durable source of electronic design automation usage rather than a short-lived boost. Cadence's recent engagement and product data provide early support for ", "date_published": "2026-08-14T16:40:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "CDNS"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "CDNS", "name": "Cadence Design Systems, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/80df4918-53f7-4cbe-84a1-1cc70d98acce/"}]}}, {"id": "source:9dccf476de0778694a49ff47b27b7c05d0b2c8ce2bf751dcc3118105638c4db5", "url": "https://finance.yahoo.com/markets/stocks/articles/cadence-worth-buying-ai-growth-163800354.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/cadence-worth-buying-ai-growth-163800354.html", "title": "Is Cadence Worth Buying as AI Growth Collides With Premium Valuation?", "content_text": "Cadence Design Systems CDNS combines rising AI-related demand, higher earnings expectations and stronger cash generation with a valuation that remains well above major benchmarks. That mix creates a clear trade-off for investors. Growth prospects are improving, but the stock still requires buyers to pay a sizable premium for that growth. Cadence AI Demand Supports a Strong Growth Case Cadence is benefiting from rising chip and system complexity and greater spending on AI-driven design. Management expects agentic AI to increase electronic design automation consumption as customers run more simu", "date_published": "2026-08-14T16:38:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "CDNS"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "CDNS", "name": "Cadence Design Systems, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/80df4918-53f7-4cbe-84a1-1cc70d98acce/"}]}}, {"id": "source:83134f475313ec3d0e8d5d901609d6d50108d169f7a962cdcebad82245484ca9", "url": "https://finance.yahoo.com/technology/ai/articles/iphone-users-now-wont-wait-163358184.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/iphone-users-now-wont-wait-163358184.html", "title": "iPhone users now won't have to wait as long for $250M settlement", "content_text": "The wait for Apple customers to see payments from a class-action lawsuit involving iPhones 15 and 16 just got a few months shorter. On Thursday, Aug. 13, the U.S. District Court for the Northern District of California granted permission to move a final approval hearing for the Apple settlement from September 2027 to February 2027, according to court documents obtained by USA TODAY. The settlement is part of a class-action lawsuit alleging that Apple deceived customers about artificial intelligence enhancements in new iPhones in 2024. In May, Apple agreed to pay $250 million to settle the case.", "date_published": "2026-08-14T16:33:58+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Regulatory and legal", "AAPL"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2e5f0be4-4228-40c0-ac86-8b0f9c78618d/"}]}}, {"id": "source:1248693303b287bda01467fb943025aa733bedc5664971a1c81f0c078ac9c3c7", "url": "https://finance.yahoo.com/markets/stocks/articles/jpmorgan-set-serious-microsoft-stock-163300684.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/jpmorgan-set-serious-microsoft-stock-163300684.html", "title": "JPMorgan set a serious Microsoft stock price target for 2027", "content_text": "Microsoft stock spent most of 2026 in the penalty box. The AI spending looked too heavy. The returns were not yet visible. Then the company reported fourth-quarter results on July 29, and the stock jumped more than 27%. Azure crossed $100 billion. Copilot showed real adoption numbers. The narrative shifted. Two weeks later, JPMorgan is following that shift with a price target that says Microsoft has a long way left to run. Analyst Samik Chatterjee raised his December 2027 target to $625 from $550 on Aug. 13 while keeping his Overweight rating, according to Seeking Alpha. That implies roughly 3", "date_published": "2026-08-14T16:33:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSFT", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/26d996f0-934e-412e-9147-c6d1d6579110/"}]}}, {"id": "source:ebfd7feca1095d1cf2f86e23c0c7016d8f8627abc82afb3253166d6d4432feaa", "url": "https://finance.yahoo.com/m/37c163ca-5fc2-3bb9-b50b-04a093acaf94/nvidia-stock-rises-as-it-bets.html", "external_url": "https://finance.yahoo.com/m/37c163ca-5fc2-3bb9-b50b-04a093acaf94/nvidia-stock-rises-as-it-bets.html", "title": "Nvidia Stock Rises as It Bets on Robots", "content_text": "Nvidia stock has been on a good run recently, and its push into robotics could help it keep going. The chip maker has signed a memorandum of understanding with South Korea\u2019s LG Group to develop a humanoid robot. Nvidia shares were up 0.1% at $225.62 on Friday. Continue Reading", "date_published": "2026-08-14T16:30:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "NVDA"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e5abb7f8-fa29-4aef-8f93-37f7f53ecd6b/"}]}}, {"id": "source:8c2bc5f6a29406d7b9493b25e3e1e213aeee43041e61fd208ad681a0107ef8f3", "url": "https://finance.yahoo.com/markets/stocks/articles/workday-buyout-may-restore-confidence-161821546.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/workday-buyout-may-restore-confidence-161821546.html", "title": "Workday buyout may restore confidence in battered software valuations, analysts say", "content_text": "By Rashika Singh Aug 14 (Reuters) - Silver Lake's potential Workday buyout could bolster battered software valuations by showing that private equity remains confident in \u200cthe industry's prospects despite fears of AI disruption, analysts and investors \u200csaid on Friday. Shares of the human-resources and financial management software company soared nearly 18% on Thursday \u200bafter Reuters exclusively reported about its acquisition talks with Silver Lake, which pushed its market value to more than $51 billion. The enthusiasm provided some relief to a sector hammered this year by fears that AI tools ca", "date_published": "2026-08-14T16:18:21+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "WDAY"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "WDAY", "name": "Workday, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/13525395-1eb2-49b5-9b69-693cf539bdfa/"}]}}, {"id": "source:3bd40e9918d086117c7f525889632feca7159ef9998a5a74408d90a20f01b742", "url": "https://finance.yahoo.com/markets/stocks/articles/corning-lumentum-applied-optoelectronics-shares-161730869.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/corning-lumentum-applied-optoelectronics-shares-161730869.html", "title": "Corning, Lumentum And Applied Optoelectronics Shares Popping To End The Week", "content_text": "Quick Read Applied Optoelectronics surged 15% and Lumentum jumped 6%, with the intraday rally building on recent earnings strength and no confirmed same-day catalyst. Broadcom dropped 5% as component suppliers rallied, with Wolfe Research flagging its $30B in residual value guarantees as a longer-term AI oversupply risk. Applied Optoelectronics is up 465% and Lumentum 632% over one year, making position sizing the primary risk for investors entering these names now. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Corning didn't make the cut. Grab the names ", "date_published": "2026-08-14T16:17:30+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "GLW", "LITE"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "GLW", "name": "Corning Incorporated", "sentiment_url": "https://sharemaestro.com/sentiment/30df79fc-82a1-49cf-a9a9-a66a9be084b8/"}, {"symbol": "LITE", "name": "Lumentum Holdings Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/c118aacf-79a1-4e0d-a8ea-fe0a24162ec7/"}]}}, {"id": "source:4dc34f327652dceccec9f0279eddffc2268d1696a56952ef4e14043abae5aa54", "url": "https://finance.yahoo.com/m/d74c7199-6b92-3b1d-a471-f1c79ff78414/solar-power-hits-big.html", "external_url": "https://finance.yahoo.com/m/d74c7199-6b92-3b1d-a471-f1c79ff78414/solar-power-hits-big.html", "title": "Solar Power Hits Big Milestone, Trumping Wind For First Time", "content_text": "Solar generated more electricity than wind for the first time last year, nearly topping nuclear too. Continue Reading", "date_published": "2026-08-14T16:15:05+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "FSLR"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "FSLR", "name": "First Solar, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/22ba9d52-0030-431a-a1dc-16c1a7b280a0/"}]}}, {"id": "source:68e47fe518779e6d73db9dc3a49aea19c2844184f0769c3d9c6a32239fb1c8c4", "url": "https://finance.yahoo.com/markets/stocks/articles/intel-stock-focus-23-billion-161053832.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/intel-stock-focus-23-billion-161053832.html", "title": "Veteran Bank Gives Intel Foundry a Major Vote of Confidence", "content_text": "This article first appeared on GuruFocus. Intel (NASDAQ:INTC) could be showing signs of progress in its contract-chipmaking business through its recently expanded stock offering, according to GF Securities analyst Jeff Pu in a Friday note to clients. The company raised $20 billion through the share sale after initially targeting $15 billion, with an additional underwriting option potentially taking gross proceeds to $23 billion. The financing comes as Intel increases spending on manufacturing capacity and advanced chip technologies. Warning! GuruFocus has detected 6 Warning Signs with INTC. Is", "date_published": "2026-08-14T16:10:53+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Capital return", "INTC"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "INTC", "name": "Intel Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/5c3a58a9-be75-4647-8d84-785d60378a44/"}]}}, {"id": "source:e982e70b7e60cf74f55c6d4e908db187a64fd6724ce6e7cbf271d13ee33916a0", "url": "https://finance.yahoo.com/m/82f07888-be7d-3f5c-a0bb-93ad17632414/spacex%2C-sandisk%2C-micron%2C.html", "external_url": "https://finance.yahoo.com/m/82f07888-be7d-3f5c-a0bb-93ad17632414/spacex%2C-sandisk%2C-micron%2C.html", "title": "SpaceX, Sandisk, Micron, Workday, Applied Materials, Reddit, Unusual Machines, and More Stocks That Explain Today\u2019s Market", "content_text": "Sandisk trades higher with several Wall Street firms responding positively to the company\u2019s long-term revenue growth plan. Continue Reading", "date_published": "2026-08-14T16:09:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT", "SNDK1"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/c2c0687e-e53c-4790-8425-db1eb1e3621c/"}, {"symbol": "SNDK1", "name": "SANDISK CORP", "sentiment_url": "https://sharemaestro.com/sentiment/63b3b12f-dc04-40f3-975c-8b04ee26153a/"}]}}, {"id": "source:69e9da977ef8444a25ec04a6b31c30e1557ced204c9e164423dbc0cebefb0e15", "url": "https://finance.yahoo.com/markets/stocks/articles/samsung-stock-gains-2-4-160719809.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/samsung-stock-gains-2-4-160719809.html", "title": "Samsung Stock Gains 2.4% as AI-Memory Momentum Holds", "content_text": "This article first appeared on GuruFocus. Samsung Electronics (SSNLF), the global chip, smartphone and consumer-electronics giant, climbed 2.43% to ?274,500 in Friday's Korean session as investors leaned back into the company's biggest earnings engine: semiconductors. Samsung's second quarter delivered revenue of ?171.5 trillion, up 28% sequentially, while operating profit reached ?89.5 trillion. The Device Solutions division was the powerhouse, generating ?127.5 trillion of revenue and a staggering ?89.2 trillion of operating profit. Warning! GuruFocus has detected 3 Warning Signs with SSNLF.", "date_published": "2026-08-14T16:07:19+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "SMSNN"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "SMSNN", "name": "Samsung Electronics Co., Ltd.", "sentiment_url": "https://sharemaestro.com/sentiment/72fa2e29-36ee-437f-a992-570262beb2ea/"}]}}, {"id": "source:92550534140db605512d9b80e4877ec7bb9b7f27d3a524e2af127ac4b910d068", "url": "https://finance.yahoo.com/technology/ai/articles/apple-builds-custom-ai-model-160211202.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/apple-builds-custom-ai-model-160211202.html", "title": "Apple Builds Custom AI Model for China With Alibaba", "content_text": "This article first appeared on GuruFocus. Apple Inc. (AAPL, Financials), the iPhone maker, has developed its own large language model for China with support from Alibaba, marking a shift in how it plans to roll out artificial intelligence in one of its most important markets. Warning! GuruFocus has detected 5 Warning Sign with AMZN. Is AAPL fairly valued? Test your thesis with our free DCF calculator. Apple had traditionally relied more on local third-party models for AI functionality for Chinese users.The new strategy provides Apple with more control over the experience, while still working w", "date_published": "2026-08-14T16:02:11+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "AAPL"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2e5f0be4-4228-40c0-ac86-8b0f9c78618d/"}]}}, {"id": "source:f3cb3d92531214dd32a19e1a635cb1aec258876e4dddcca65cd4f800a17d18e8", "url": "https://finance.yahoo.com/m/06ab7789-48c4-330d-b4d4-76acc9f988a8/apple-is-sitting-out-the-ai.html", "external_url": "https://finance.yahoo.com/m/06ab7789-48c4-330d-b4d4-76acc9f988a8/apple-is-sitting-out-the-ai.html", "title": "Apple Is Sitting Out the AI Race\u2014Except in China", "content_text": "Apple has reportedly developed its own AI model for the Chinese market with support from its in-country partner, Alibaba Group. Continue Reading", "date_published": "2026-08-14T15:52:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "AAPL"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2e5f0be4-4228-40c0-ac86-8b0f9c78618d/"}]}}, {"id": "source:ca5c7c4dc355f89b0a52953cc02eaddf0e1364673f22fdbd1d55f88cf3c1e46b", "url": "https://finance.yahoo.com/markets/stocks/articles/still-count-atlassians-buyback-154639447.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/still-count-atlassians-buyback-154639447.html", "title": "Can You Still Count On Atlassian's Buyback?", "content_text": "Photo by athree23 on Pixabay The company is now spending more on its own shares than it generates in cash Atlassian (TEAM) has spent $1.8 billion buying back its own shares over the past twelve months. If you own the stock, the fair question is whether that repurchase bid is a floor under the price you can keep counting on. As of the latest reported quarter, the cash behind that bid no longer covers it, and a holder should stop treating that floor as certain to hold. A $1.8 Billion Buyback On $1.3 Billion Of Free Cash Flow Free cash flow over those same twelve months was $1.32 billion, on trai", "date_published": "2026-08-14T15:46:39+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Capital return", "TEAM"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "TEAM", "name": "Atlassian Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/7efeaa70-19f1-4423-b850-af68b2453e4f/"}]}}, {"id": "source:8d37d7ba1497c76344a21fb889d77ac12d28d3a1559f8fa9dfc8d2f2120ede6a", "url": "https://finance.yahoo.com/markets/stocks/articles/cisco-rating-cut-hsbc-analyst-153905121.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/cisco-rating-cut-hsbc-analyst-153905121.html", "title": "Cisco rating cut at HSBC as analyst sees a lack of catalysts", "content_text": "Investing.com -- HSBC downgraded Cisco Systems (NASDAQ: CSCO) to Hold from Buy and cut its price target for the stock to $120 from $137 in a note on Friday, saying that while fourth-quarter results were strong, the stock lacks a near-term catalyst. \"Solid results but missing catalyst,\" analyst Abhishek Shukla wrote, adding that the downgrade reflects \"valuation and lack of positive catalysts.\" Fourth-quarter non-GAAP operating profit came in 6% above consensus, HSBC said, with non-GAAP earnings per share of $1.22, up 23.2% year over year and 4% to 5% above estimates. Cisco guided to fiscal 202", "date_published": "2026-08-14T15:39:05+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "CSCO"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "CSCO", "name": "Cisco Systems, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b41961a7-6986-46c7-91b1-c799231f525f/"}]}}, {"id": "source:42ac2dc01f8973dd2566b84eef815db878fd335a6c20d923a74da857f0b8e8ca", "url": "https://finance.yahoo.com/video/nvidia-earnings-preview-next-nvidia-153900980.html", "external_url": "https://finance.yahoo.com/video/nvidia-earnings-preview-next-nvidia-153900980.html", "title": "Nvidia earnings preview: What\u2019s next for Nvidia stock", "content_text": "Yahoo Finance Market and Data Editor Jared Blikre and Senior Business Reporter Ines Ferre join the Executive Editor Brian Sozzi on the Opening Bid panel to preview Nvidia's (NVDA) upcoming earnings and assess what could be next for stock in the weeks ahead. Video Transcript 00:00 Speaker A Jared, um, stay on the charts for a second because we're 12 days out from Nvidia, and those 12 days are going to go very quickly. What are you seeing there? 00:09 Jared Let's take a look at the charts. So here's a one-year chart of Nvidia. Uh let's actually expand this to three years because remember in the ", "date_published": "2026-08-14T15:39:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDA"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e5abb7f8-fa29-4aef-8f93-37f7f53ecd6b/"}]}}, {"id": "source:7ef85813855d6d93fb8ec1846882d53fd879c4aa0f50c17010777a81843a028f", "url": "https://finance.yahoo.com/markets/stocks/articles/why-sandisk-stock-soaring-today-153356688.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/why-sandisk-stock-soaring-today-153356688.html", "title": "Why Sandisk Stock Is Soaring Today", "content_text": "Sandisk (NASDAQ: SNDK) stock is surging in Friday's trading, with its stock up 7.1% as of 11:05 a.m. ET. Meanwhile, the S&P 500 was down 0.1%, and the Nasdaq Composite was down 0.3%. Sandisk held an investor day conference yesterday, and the memory technologies specialist shared new long-term growth targets. Investors are bidding up the stock in response, and the company's share price is now up more than 580% year to date. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, t", "date_published": "2026-08-14T15:33:56+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Guidance", "SNDK1"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "SNDK1", "name": "SANDISK CORP", "sentiment_url": "https://sharemaestro.com/sentiment/63b3b12f-dc04-40f3-975c-8b04ee26153a/"}]}}, {"id": "source:540f216280c7b24ea4e2c26a6ef9338671815a3b79fd1ff0582f71fde5be1aa5", "url": "https://finance.yahoo.com/markets/stocks/articles/zscaler-zs-stock-may-trade-151138107.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/zscaler-zs-stock-may-trade-151138107.html", "title": "Zscaler (ZS) Stock May Trade Below Fair Value As Gartner Recognition Lands", "content_text": "Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Zscaler's share price has delivered a 38.2% gain over the past three years, while its current checks show a mixed picture on value and an intrinsic value estimate that points to upside versus the market price. After a weak year for the stock, the key issue for investors is whether that estimated discount and the recent recognition in zero trust security are enough to offset concerns around execution and security risks. Over three years, Zscaler has returned 38.2%, which suggests t", "date_published": "2026-08-14T15:11:38+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "ZS"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ZS", "name": "Zscaler, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a7eb27cd-717e-495a-a358-99a4a8850ecd/"}]}}, {"id": "source:aa2e8633a5d4607497325f2ab1c9217847022d92a2df8ea9912d90cf1e6e9e89", "url": "https://finance.yahoo.com/markets/stocks/articles/workday-wday-surges-17-8-151100306.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/workday-wday-surges-17-8-151100306.html", "title": "Workday (WDAY) Surges 17.8%: Is This an Indication of Further Gains?", "content_text": "Workday (WDAY) shares rallied 17.8% in the last trading session to close at $206.45. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 23.6% gain over the past four weeks. The uptrend was likely triggered by talks of a possible buyout by private equity firm Silver Lake. Media reports claimed that Silver Lake is mulling to buy Workday as it could help accelerate the latter's AI transition. This, in turn, is expected to amplify its revenues and lead to operating margin expansion. This maker of human", "date_published": "2026-08-14T15:11:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "WDAY"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "WDAY", "name": "Workday, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/13525395-1eb2-49b5-9b69-693cf539bdfa/"}]}}, {"id": "source:fcf690c7051892ba5a73b9fae6e0ec30f8ea0ed6a8d36dc2b10ee58a085064a3", "url": "https://finance.yahoo.com/markets/stocks/articles/oracle-gets-cheaper-only-megawatts-150646530.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/oracle-gets-cheaper-only-megawatts-150646530.html", "title": "Oracle Gets Cheaper Only If The Megawatts Arrive", "content_text": "Image by Jonathan Hammond from Pixabay Consensus has Oracle's multiple dropping steeply by the second forward year, and what that fall rests on is not better margins but data centers the company is still building. Oracle (ORCL) trades at about $156, or roughly 22.7 times the last twelve months of adjusted earnings, and on the earnings analysts expect two years out that falls to about 13.7 times. The question is not the size of that fall but its source: it rests not on margins improving but on data centers being finished. Fiscal 2027 Consensus Is Just Oracle's Own Guide On what analysts expect ", "date_published": "2026-08-14T15:06:46+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "ORCL"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ORCL", "name": "Oracle Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/68ed501b-503b-47ec-b45c-8640511a6296/"}]}}, {"id": "source:b8cf45eeb89cff71d72209ed0dbffc642a59414870ea6820fe2278e3fe592a7d", "url": "https://finance.yahoo.com/markets/stocks/articles/workday-silver-lake-discussions-over-150400236.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/workday-silver-lake-discussions-over-150400236.html", "title": "Workday, Silver Lake in discussions over potential $43B deal", "content_text": "Workday, Silver Lake in discussions over potential $43B deal Proactive uses images sourced from Shutterstock Workday Inc (NASDAQ:WDAY) has held discussions with private equity firm Silver Lake in recent months about a potential acquisition, Reuters reported, with the enterprise software company carrying a market value of about $43 billion. While talks are ongoing and there is no guarantee a deal will be reached, Jefferies analysts said they see several reasons why Silver Lake might be interested. Following the stock's move on the news, Workday's valuation of 4 times calendar year 2027 revenue ", "date_published": "2026-08-14T15:04:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "WDAY"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "WDAY", "name": "Workday, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/13525395-1eb2-49b5-9b69-693cf539bdfa/"}]}}, {"id": "source:626f668eed0b838fd33d8d6a61df2943e26e17d68ac94adb5ce47fd1ff00ab2e", "url": "https://finance.yahoo.com/markets/stocks/articles/micron-sandisk-better-poised-upside-145753354.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/micron-sandisk-better-poised-upside-145753354.html", "title": "Is Micron or Sandisk Better Poised For Upside Through The End of September?", "content_text": "Quick Read Micron (MU) leads on HBM AI demand with 84.9% gross margins, while Sandisk (SNDK) jumped 21% after NAND pricing drove 103% sequential data center growth. CEO Sanjay Mehrotra locked in floor gross margins well beyond prior cycle peaks through ~$100B in contracted revenue across 16 Strategic Customer Agreements. Micron's late-September fiscal Q4 report, backed by an 8-quarter beat streak and a 6x forward P/E, makes it the higher-conviction hold as hyperscaler CapEx rises. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Micron Technology didn't make", "date_published": "2026-08-14T14:57:53+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MU", "SNDK1"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MU", "name": "Micron Technology, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/fc7b627d-a248-45ae-9f34-3c9d5fdf5fbd/"}, {"symbol": "SNDK1", "name": "SANDISK CORP", "sentiment_url": "https://sharemaestro.com/sentiment/63b3b12f-dc04-40f3-975c-8b04ee26153a/"}]}}, {"id": "source:54d889b8a4eea6f48c0b9d16f4f19ba6d6c4b37476a5ece64ae367166cf064cd", "url": "https://finance.yahoo.com/technology/articles/apple-proposes-15-cut-purchases-145448010.html", "external_url": "https://finance.yahoo.com/technology/articles/apple-proposes-15-cut-purchases-145448010.html", "title": "Apple proposes to take a 15% cut of purchases made outside the App Store", "content_text": "After trying and failing to delay the matter, Apple on Thursday submitted its proposal for the commissions it wants to charge on purchases made using external links inside apps on its iOS devices. In a new filing in the U.S. District Court of Northern California, Apple proposed new commissions of 15% for standard apps, with further discounts for developers who are enrolled in special Apple programs. Under the proposed structure, small business developers would pay a 5% commission on payments, while those in the Video Partner Program, News Partner Program, and Mini Apps Partner Program would pa", "date_published": "2026-08-14T14:54:48+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "AAPL"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2e5f0be4-4228-40c0-ac86-8b0f9c78618d/"}]}}, {"id": "source:124a8d9d93d40201b8f85acc594383938b088b37fe693d83048642a0dc651f14", "url": "https://finance.yahoo.com/technology/ai/articles/zscaler-increases-capex-ai-led-145300536.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/zscaler-increases-capex-ai-led-145300536.html", "title": "Zscaler Increases CapEx: Can AI-Led Demand Justify Higher Spending?", "content_text": "Zscaler, Inc. ZS is preparing for higher capital expenditures as the rapid adoption of artificial intelligence (AI) creates new cybersecurity demands. The company needs to expand its infrastructure to handle increasing data volumes and secure AI workloads, but the added spending could pressure free cash flow in the near term. Management previously indicated that fiscal 2026 capital expenditures could reach the high-single-digit percentage range of revenues, up from its earlier mid-single-digit forecast. CapEx could increase by another 200 basis points as a percentage of revenues in fiscal 2027", "date_published": "2026-08-14T14:53:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "ZS"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ZS", "name": "Zscaler, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a7eb27cd-717e-495a-a358-99a4a8850ecd/"}]}}, {"id": "source:00ab9eaf0731400f6ac6c0a828c63c691a0a7b4aeaf28e864fc0e96f2c7899ac", "url": "https://finance.yahoo.com/technology/ai/articles/salesforce-challenging-orcl-msft-agentic-145000999.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/salesforce-challenging-orcl-msft-agentic-145000999.html", "title": "How Is Salesforce Challenging ORCL & MSFT in the Agentic AI Space?", "content_text": "Salesforce, Inc. CRM is stepping up its competition with Microsoft Corporation MSFT and Oracle Corporation ORCL in agentic AI by combining customer data, business applications and autonomous AI agents on one platform. Its Agentforce platform is already gaining commercial traction, giving Salesforce a strong starting point in the fast-growing enterprise AI market. The early numbers suggest that this strategy is gaining momentum. In the first quarter of fiscal 2027, Salesforce's Agentforce annual recurring revenues (ARR) reached $1.2 billion, up 205% year over year. Combined Agentforce and Data ", "date_published": "2026-08-14T14:50:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSFT", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/26d996f0-934e-412e-9147-c6d1d6579110/"}]}}, {"id": "source:857fd164a68590cf281ee824e4cdcb99a2e8c08578d75095dc01e47a66ff08ff", "url": "https://seekingalpha.com/news/4633312-government-contracts-and-the-quantum-computing-sector?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4633312-government-contracts-and-the-quantum-computing-sector?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "Government contracts and the quantum computing sector", "content_text": "[Quantum computing concept. Digital communication network. Technological abstract.] metamorworks/iStock via Getty Images INVESTORS SHOULD KNOW: Quantum Computing Inc. (QUBT [https://seekingalpha.com/symbol/QUBT]) is emerging as a key public-market pure-play in quantum and photonics technology. With its latest earnings release, the company disclosed that roughly 70\u201380% of its revenue is tied to government contracting. This underlines the ways in which public revenue sources can contribute to growth in the nascent industry. But the results also show how the sector remains in the early stages of ", "date_published": "2026-08-14T14:41:31+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Earnings", "RGTI", "QUBT"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "RGTI", "name": "RIGETTI COMPUTING INC", "sentiment_url": "https://sharemaestro.com/sentiment/462ddc46-0212-408c-8e3e-0cb030344346/"}, {"symbol": "QUBT", "name": "QUANTUM COMPUTING INC", "sentiment_url": "https://sharemaestro.com/sentiment/28e56661-1bba-45cf-8226-aef396072b94/"}]}}, {"id": "source:2e3cecf0fcfae5e009d57d0487ef0daad6c35804b38b23e0fa1f67fad43a1f4e", "url": "https://finance.yahoo.com/markets/stocks/articles/software-m-heats-saas-stocks-144100864.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/software-m-heats-saas-stocks-144100864.html", "title": "Software M&A heats up: Which SaaS stocks could be next for private equity?", "content_text": "Investing.com -- Workday (WDAY) shares surged nearly 18% on Wednesday, August 13, their best single-day gain since 2016, after Reuters reported that private equity firm Silver Lake is in talks to acquire the enterprise software company in a deal that would rank among the largest software buyouts in history. The surge rippled immediately across the software sector, reigniting a debate that has dogged the industry for months: whether the deal reflects a genuine valuation floor for beaten-down SaaS names, or signals that even blue-chip software companies are struggling to navigate the AI transiti", "date_published": "2026-08-14T14:41:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "PATH"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "PATH", "name": "UiPath, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/ec3ba6cb-5f9c-4219-854b-b091e5c74447/"}]}}, {"id": "source:eb0b24ea93072e203991f4479b991938cabf5dd11d9b745474d635392bd06d46", "url": "https://finance.yahoo.com/markets/stocks/articles/michael-burry-ramped-bets-against-144007557.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/michael-burry-ramped-bets-against-144007557.html", "title": "Michael Burry Ramped Up His Bets Against Micron and the QQQ ETF. Is the \u2018Big Short\u2019 Investor Asking for Trouble?", "content_text": "Quick Read Burry pressed his MU short as the stock soared 671% in 2026 and rolled his QQQ ETF puts to June 2027, betting on a larger market fall. Burry covered his Tesla short for a gain but kept NVIDIA and Palantir puts, raising his portfolio's cash to 12%. With 40 of 45 analysts rating MU a Buy and a consensus target of $1,502, Burry's contrarian short faces powerful headwinds. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Micron Technology didn't make the cut. Grab the names FREE today. Michael Burry, the Scion Asset Management founder known for \"The B", "date_published": "2026-08-14T14:40:07+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MU"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MU", "name": "Micron Technology, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/fc7b627d-a248-45ae-9f34-3c9d5fdf5fbd/"}]}}, {"id": "source:b4aa95d053c528f5af096a8fbeda42bfd2a8c5c7c2733af411927968a00d97e1", "url": "https://seekingalpha.com/news/4633200-apple-proposes-15-commission-on-link-out-app-purchases-as-epic-legal-saga-continues?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4633200-apple-proposes-15-commission-on-link-out-app-purchases-as-epic-legal-saga-continues?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "Apple proposes 15% commission on link-out app purchases as Epic legal saga continues", "content_text": "[Seventh Annual Amazing Las Vegas Comic Con] Paul Butterfield Apple (AAPL [https://seekingalpha.com/symbol/AAPL]) submitted its proposal for commissions related to link-out purchases from its App Store to the U.S. District Court for the Northern District of California in Oakland [https://cand.uscourts.gov/locations/oakland] on Thursday. It's the latest action in a six-year legal saga between Fortnite creator Epic Games and Apple. The proposed commissions for link-out purchases were 15% for standard apps; 10% for the Video Partner Program, the New Partner Program, the Mini Apps Partner Program ", "date_published": "2026-08-14T14:34:00+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Market update", "AAPL"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2e5f0be4-4228-40c0-ac86-8b0f9c78618d/"}]}}, {"id": "source:da5fdbca2e58c10287957137233a8a2cd6091ae287ee542fad5f60f816b3092b", "url": "https://finance.yahoo.com/markets/stocks/articles/u-stock-futures-mixed-heads-142900442.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/u-stock-futures-mixed-heads-142900442.html", "title": "U.S. Stock Futures Mixed, Heads for a Winning Week", "content_text": "Wall Street is headed for a winning week in which the S&P 500 has recorded a new all-time high. The Department of Commerce reported that retail sales decreased 0.6% in July. The Zacks Consensus Estimate was for a breakeven. The metric for June was 0.2%. However, retail sales increased 5% annually in July. Retail sales (excluding auto) decreased 0.3% last month. The Zacks Consensus Estimate was for an increase of 0.1%. The metric for June decreased 0.2%. Earnings News: AMAT, NKTR, STNE Applied Materials Inc. AMAT came up with quarterly adjusted earnings of $3.5 per share, beating the Zacks Cons", "date_published": "2026-08-14T14:29:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "STNEN"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "STNEN", "name": "StoneCo Ltd.", "sentiment_url": "https://sharemaestro.com/sentiment/392eac1c-0986-41ea-81ba-a0320abe83e9/"}]}}, {"id": "source:c9257aa054a7d6f0f5727173516eaee64c3b5172ff09c5ee750ef8997946108d", "url": "https://finance.yahoo.com/markets/stocks/articles/why-accenture-acn-lost-place-142548024.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/why-accenture-acn-lost-place-142548024.html", "title": "Why Accenture (ACN) Lost Its Place in This Portfolio", "content_text": "Polen Capital Management Llc released its \"Polen Focus Growth Strategy\" Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index's 16.74% gain, as the market rally remained narrowly focused on AI infrastructure and semiconductor stocks. During the quarter, Polen Capital repositioned the portfolio toward companies benefiting from structural growth in AI infrastructure, power demand, and aerospace. Looking ahead, the managers remain confident in ", "date_published": "2026-08-14T14:25:48+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "ACNN"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ACNN", "name": "Accenture plc", "sentiment_url": "https://sharemaestro.com/sentiment/c4702b93-1454-40b0-b1fd-a5f6ea026367/"}]}}, {"id": "source:2fbf6ba8865f9c70440f343d38d7077090850cee7eaae39ca13041ce13f88eca", "url": "https://finance.yahoo.com/m/2fac0fb5-417c-3830-b256-1f96e6e172cc/stock-market-hits-highs%3B.html", "external_url": "https://finance.yahoo.com/m/2fac0fb5-417c-3830-b256-1f96e6e172cc/stock-market-hits-highs%3B.html", "title": "Stock Market Hits Highs; Cisco, Lumentum, Super Micro, Sandisk Key Movers: Weekly Review", "content_text": "The stock market cleared a tight range, with the S&P 500 and Russell 2000 hitting new highs. Lumentum, Cisco, Super Micro, Sandisk were key movers. Continue Reading", "date_published": "2026-08-14T14:21:23+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "CSCO", "LITE"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "CSCO", "name": "Cisco Systems, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b41961a7-6986-46c7-91b1-c799231f525f/"}, {"symbol": "LITE", "name": "Lumentum Holdings Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/c118aacf-79a1-4e0d-a8ea-fe0a24162ec7/"}]}}, {"id": "source:f8b803afc715ac38f7bc783b5f1b79c8d031738c521d90148c12d43402c25851", "url": "https://finance.yahoo.com/technology/ai/articles/fair-isaac-fico-adds-ai-141258879.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/fair-isaac-fico-adds-ai-141258879.html", "title": "Fair Isaac (FICO) Adds AI Fraud Intelligence To Its Marketplace", "content_text": "Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Fair Isaac (NYSE:FICO) added Alogram's AI-powered fraud intelligence suite to the FICO Marketplace, expanding tools available to clients on the FICO Platform ecosystem. The partnership brings explainable, audit-ready fraud detection and behavioral analytics that enterprises can plug into existing decisioning workflows. FICO customers can use Alogram's offerings to support real-time risk assessment and management of complex fraud and abuse scenarios. For re", "date_published": "2026-08-14T14:12:58+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Regulatory and legal", "FICO1"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "FICO1", "name": "Fair Isaac Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/81bfdfa7-8448-4de0-8f58-87f4d9552db8/"}]}}, {"id": "source:e0e358076ae76786918248ddcbd37984ecb5ae3932944fb85fa79bfdbfd4f4a4", "url": "https://finance.yahoo.com/markets/stocks/articles/intel-stocks-real-opportunity-demand-141030004.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/intel-stocks-real-opportunity-demand-141030004.html", "title": "Intel Stock's Real Opportunity Is Demand It Cannot Yet Ship", "content_text": "Photo by Andrey Matveev on Unsplash Demand for Intel's server chips is running ahead of what its factories can build, and the capital now going in to close that gap is what could drive the stock's next leg. Intel (INTC) stock has returned about 380% over the trailing twelve months and still sits 26% below its 52-week high. It has run more than 30% inside two months nine times since 2011, so the question is not whether it can move but what would move it. The answer is duller than a new product: demand its factories cannot meet and the capital going in to meet it. The Revenue Ceiling Sits In The", "date_published": "2026-08-14T14:10:30+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "INTC"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "INTC", "name": "Intel Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/5c3a58a9-be75-4647-8d84-785d60378a44/"}]}}, {"id": "source:577ad5565ceb3d37085b180dd43889fdc8959304b3f34e56d9bc27a24a1d1c2b", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-nvda-keep-dominating-ai-140727128.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-nvda-keep-dominating-ai-140727128.html", "title": "Can NVIDIA (NVDA) Keep Dominating the AI Infrastructure Boom?", "content_text": "Polen Capital Management Llc released its \"Polen Focus Growth Strategy\" Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index's 16.74% gain, as the market rally remained narrowly focused on AI infrastructure and semiconductor stocks. During the quarter, Polen Capital repositioned the portfolio toward companies benefiting from structural growth in AI infrastructure, power demand, and aerospace. Looking ahead, the managers remain confident in ", "date_published": "2026-08-14T14:07:27+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDA"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e5abb7f8-fa29-4aef-8f93-37f7f53ecd6b/"}]}}, {"id": "source:8fcdcb24829aa755a6ac34eb41421f403b255b456090eb939d1bcb1cce503643", "url": "https://finance.yahoo.com/technology/ai/articles/microsoft-msft-ai-strategy-cloud-135455507.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/microsoft-msft-ai-strategy-cloud-135455507.html", "title": "Microsoft\u2019s (MSFT) AI Strategy: Cloud Growth, Big Bets, and Key Risks", "content_text": "Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for \"Aoris International Fund\". A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8\u201312% after fees over a 5\u20137-year market cycle. During the June quarter, international equity markets, as represented by the MSCI AC World Accumulation Index ex Australia, returned 13.8% in AUD terms. In local currencies, the return 15.1%. The Portfolio's Class A (Unhedged) returned ", "date_published": "2026-08-14T13:54:55+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSFT", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/26d996f0-934e-412e-9147-c6d1d6579110/"}]}}, {"id": "source:d13fd0c655e82bbfe5bc170629f086e6b2290b9eb7df14dac65fe074ca1cb30b", "url": "https://finance.yahoo.com/markets/stocks/articles/micron-street-upgrades-buy-says-135227725.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/micron-street-upgrades-buy-says-135227725.html", "title": "Micron: New Street upgrades to buy, says memory is no longer a cyclical story", "content_text": "Investing.com -- In a note on Friday, New Street Research upgraded Micron Technology to buy with a $1,250 price target, arguing the memory maker's current run breaks from the industry's historical boom-and-bust pattern. The firm noted that \"Micron's stock is up more than 10x since its lows of April 2025, while its production value, measured by COGS, is up only ~25% since,\" adding that \"What is happening today breaks from the industry cycles we have witnessed in recent decades.\" The upgrade follows a research series New Street began in July examining whether the memory cycle is structurally dif", "date_published": "2026-08-14T13:52:27+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "MU"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MU", "name": "Micron Technology, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/fc7b627d-a248-45ae-9f34-3c9d5fdf5fbd/"}]}}]}