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ON Semiconductor (ON) Sees AI Data Center Growth Surge, Is The Upside Already Priced In?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. ON Semiconductor (ON) just delivered second quarter 2026 results and fresh third quarter guidance, highlighting rapid growth in its AI data center segment …

ON main company
Sharemaestro market context Trend signal active 52 weeks +42.5% · Next-week setup negative 30.9% ON stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Peak Memory Fears Put Focus on Samsung, SK Hynix Cash Returns

(Bloomberg) -- Memory-chip makers may have found a new defense against the inevitable cooling of their boom: giving more cash back to shareholders. Most Read from Bloomberg Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Pakistan Says Deal Is Close Even as Iran, US …

MU mentioned
Sharemaestro market context Trend signal active 52 weeks +561.4% · Next-week setup positive 57.4% MU stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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

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

AMD main company
Sharemaestro market context Trend signal active 52 weeks +146.3% AMD stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Stocks Supported by Renewed Middle East Optimism

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

NVDA mentioned TXN mentioned ADI mentioned
Sharemaestro market context Trend signal active 52 weeks +13.0% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Stocks Mostly Higher in Hopes for a Deal to Reopen Hormuz

The S&P 500 Index ($SPX) (SPY) today is up +0.10%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.05%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.15%. September E-mini S&P futures (ESU26) are up +0.12%, and September E-mini Nasdaq futures (NQU26) …

TXN mentioned QCOM mentioned ADI mentioned
Sharemaestro market context Trend signal active 52 weeks +31.7% TXN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Hedge Funds Favor Microsoft Corporation (MSFT) Over Meta Platforms Inc. (META)

Microsoft Corporation (NASDAQ:MSFT) added nearly $450 billion in market value on Thursday, the largest single-day gain for any U.S. company ever, after its earnings convinced investors its AI spending is starting to pay off. The stock surged as much as 16%, lifting Microsoft's market …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +13.0% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

The Best "Strong Buy" Momentum Stocks to Buy Now in August

Investors largely sat on their hands to start the week as headlines and social media posts about the U.S. and Iran provide constantly contradicting updates. The stock market dipped on Tuesday heading into the release of July CPI data on Wednesday. Still, Nvidia kicked …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +13.0% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

QuickLogic (QUIK) Reports Q2 Loss, Lags Revenue Estimates

QuickLogic (QUIK) came out with a quarterly loss of $0.06 per share versus the Zacks Consensus Estimate of a loss of $0.04. This compares to a loss of $0.09 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report …

CRDON mentioned
Sharemaestro market context Trend signal active 52 weeks +98.6% · Next-week setup negative 34.9% CRDON stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Silicon Laboratories (SLAB) Beats Q2 Earnings Estimates

Silicon Laboratories (SLAB) came out with quarterly earnings of $0.71 per share, beating the Zacks Consensus Estimate of $0.67 per share. This compares to earnings of $0.11 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an …

ADI mentioned
Sharemaestro market context Trend signal active 52 weeks +52.1% · Next-week setup negative 42.2% ADI stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Why Jensen Huang’s $500 billion AI financing plan faces a big risk from China

Jensen Huang built the world's most valuable company by pioneering the specialized computer chips behind the artificial intelligence boom. To keep his vision for the future within reach, the Nvidia founder is now attempting a different kind of engineering: convincing Wall Street investors that …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +13.0% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Nvidia Stock Wavers As Chipmaker Rounds Up Funding For AI Buildout

Nvidia stock wavered on news that the company has rounded up more than $500 billion in third-party capital for AI projects. Continue Reading

NVDA main company INTC mentioned
Sharemaestro market context Trend signal active 52 weeks +13.0% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Nvidia’s Show of Financial Force Soothes Jittery Credit Markets

(Bloomberg) -- Nvidia Corp.'s commitments to backstop the artificial intelligence boom seemed to be swelling by the day. There was the reported $250 billion to help kickstart a massive data center for OpenAI in Ohio, the latest in a string of big financings it …

NVDA main company
Sharemaestro market context Trend signal active 52 weeks +13.0% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Top Research Reports for Meta, Texas Instruments & CrowdStrike

Tuesday, August 11, 2026 The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Meta Platforms, Inc. (META), Texas Instruments Inc. (TXN) and CrowdStrike Holdings, Inc. (CRWD), as well …

TXN mentioned
Sharemaestro market context Trend signal active 52 weeks +31.7% TXN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Synopsys (SNPS) Bets Big On Agentic AI: Can The Stock Follow?

Synopsys (NASDAQ:SNPS) just showed off some of the most ambitious autonomous engineering software on the market, built alongside Nvidia (NASDAQ:NVDA), at the DAC Chips to Systems Conference on July 26. Yet the stock carries a roughly 12% year-to-date decline even as the company keeps …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +13.0% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Update: Equities Post Back-to-Back Declines Amid Hormuz Deal Doubts

stocks market trading wall street equity -Shutterstock (Updates with market moves at the end of the day, and other changes, if any.)US stocks fell for a second straight session on Tuesday and oil prices extended their rally, as the reopening of the Strait of …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +13.0% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

CoreWeave Reports Solid Earnings. The Stock Is Up.

Adjusted net loss was $567 million, up from $291 million last year, but below Wall Street projections of $670 million. Adjusted operating income remained above water at $128 million, seen at $70 million by Wall Street and up from only $21 million last quarter. …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +13.0% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Micron Shakes Off Its Slump

Micron Technology stock closed higher for the first time since last Wednesday and Wall Street analysts thinks things will get even better when the market understands just how bad the memory-chip shortage really is. The memory chip maker’s shares closed up 0.9% at $869. …

MU main company
Sharemaestro market context Trend signal active 52 weeks +561.4% · Next-week setup positive 57.4% MU stored weekly price path from 15 Aug 2025 to 7 Aug 2026

CoreWeave edges past quarterly revenue estimates

Aug 11 (Reuters) - AI cloud company CoreWeave edged past Wall Street estimates for quarterly ‌revenue on Tuesday, driven by strong ‌demand for its computing services that power AI systems. Shares of ​the company were up more than 4% in extended trading. They have …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +13.0% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

US Equity Markets End Lower Amid Rising Crude Oil Prices, US-Iran Uncertainty

US equity indexes ended lower Tuesday amid rising crude oil prices, Iran's uncertainty on the Strait 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 …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +13.0% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Super Micro forecasts upbeat annual revenue

Aug 11 (Reuters) - Super Micro Computer on Tuesday forecast fiscal ‌2027 revenue above Wall Street ‌expectations, betting that strong demand for its ​AI-optimized servers would fuel another year of growth. Shares of the company rose 9% in extended trading ‌following the ⁠results. The …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +13.0% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Texas Instruments (TXN) Following GE Appliances Deal Is The Stock Still Undervalued

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. GE Appliances' decision to source one third of the chips for its new Kentucky laundry plant from Texas Instruments (TXN) puts fresh attention on …

TXN main company
Sharemaestro market context Trend signal active 52 weeks +31.7% TXN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Financial Giants Jump Amid Nvidia AI Funding Deal; 1 Eyes Breakout

Nvidia will work with six leading investment companies, including Apollo Global Management, to secure massive new funding for artificial intelligence infrastructure. APO stock jumped near a buy point on Tuesday, extending Monday's rally along with the other financial stocks. Continue Reading

NVDA mentioned AMD mentioned
Sharemaestro market context Trend signal active 52 weeks +13.0% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Sector Update: Tech Stocks Mixed Late Afternoon

Tech stocks were mixed late Tuesday afternoon with the State Street Technology Select Sector SPDR ETF (XLK) easing 0.1% and the State Street SPDR S&P Semiconductor ETF (XSD) adding 0.7%.The Philadelphia Semiconductor Index rose 0.6%.In corporate news, AppLovin (APP) shares fell Silver Upgrade to …

NVDA mentioned INTC mentioned
Sharemaestro market context Trend signal active 52 weeks +13.0% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Micron Technology Stock Is Cheaper Than the S&P 500 and the Nasdaq-100. Here's Why I'm Still Not Buying It.

Key Points Micron is one of the world's largest suppliers of high bandwidth memory for data centers. A global memory shortage is allowing Micron and its peers to dictate prices, so the company's profits have surged. The AI infrastructure boom is starting to hit …

MU main company
Sharemaestro market context Trend signal active 52 weeks +561.4% · Next-week setup positive 57.4% MU stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Microsoft New AI Chip Could Be a Big Win for Marvell and TSMC

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) could soon give its in-house AI chip effort another test, with a potential Maia 300 launch drawing attention to Marvell Technology (NASDAQ:MRVL) and Taiwan Semiconductor Manufacturing (NYSE:TSM). Wedbush Securities said a successful rollout could improve the …

NVDA mentioned TSMN mentioned
Sharemaestro market context Trend signal active 52 weeks +13.0% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Cerebras Stock Gets a Boost. Wedbush Sees More Upside Ahead of Earnings

This article first appeared on GuruFocus. Cerebras Systems (NASDAQ:CBRS) is heading into its quarterly results with Wedbush maintaining a positive view, while investors also await potential product news at the company's Supernova event next week. Wedbush kept its Outperform rating and $280 price target. …

AMD mentioned
Sharemaestro market context Trend signal active 52 weeks +146.3% AMD stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Microsoft Stock Slips as Custom AI-Chip Ambitions Accelerate

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the software and cloud powerhouse behind Azure, fell roughly 0.6% Tuesday as investors digested fresh chatter around its next homegrown AI chip. Barron's reported that Microsoft could roll out its next Maia processor as early as …

TSMN mentioned
Sharemaestro market context Trend signal active 52 weeks +60.5% · Next-week setup positive 62.2% TSMN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

ASML Holding (ENXTAM:ASML) Gains On TSMC Demand Signal, Is The Stock Now Too Expensive?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Strong revenue figures and an upgraded outlook from Taiwan Semiconductor Manufacturing have put a fresh spotlight on ASML Holding (ENXTAM:ASML) as investors reassess …

TSMN mentioned
Sharemaestro market context Trend signal active 52 weeks +60.5% · Next-week setup positive 62.2% TSMN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Texas Instruments (TXN) Stock Looks Stretched Against Its Fair Value

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Texas Instruments stock has delivered a strong 79.2% return over the past three years, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and …

TXN main company
Sharemaestro market context Trend signal active 52 weeks +31.7% TXN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

IBM Lands a $240 Million AI Inference Deal

This article first appeared on GuruFocus. International Business Machines Corp. (IBM, Financials), the enterprise technology company, signed a $240 million multi-year agreement with Together AI to build a large-scale artificial intelligence inference cluster on IBM Cloud. Warning! GuruFocus has detected 5 Warning Sign with …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +13.0% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Intel Stock Slips as $20 Billion Offering Expands Dilution

This article first appeared on GuruFocus. Intel (NASDAQ:INTC), the semiconductor giant fighting to reclaim its manufacturing edge, slipped approximately 0.1% in Tuesday's regular-session trading after turning an already enormous capital raise into an even bigger one. Intel boosted its stock offering from $15 billion …

INTC main company
Sharemaestro market context Trend signal active 52 weeks +275.1% INTC stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Micron Stock Slips Despite Mizuho's Massive $1,375 Target

This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) is riding one of the hottest memory cycles in years, but the stock slipped roughly 1.1% Tuesday even after Mizuho delivered another bullish call. According to Barron's, analyst Vijay Rakesh kept his Outperform rating and …

MU main company
Sharemaestro market context Trend signal active 52 weeks +561.4% · Next-week setup positive 57.4% MU stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Chasing NVIDIA? Western Digital May Be the Smarter AI Bet

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

NVDA main company
Sharemaestro market context Trend signal active 52 weeks +13.0% NVDA stored weekly price path from 15 Aug 2025 to 7 Aug 2026

MCHP Q2 Deep Dive: Data Center and Aerospace Demand Drive Growth, Margins Bolstered by Mix and Pricing

MCHP Q2 Deep Dive: Data Center and Aerospace Demand Drive Growth, Margins Bolstered by Mix and Pricing Analog chipmaker Microchip Technology (NASDAQ:MCHP) reported Q2 CY2026 results exceeding the market's revenue expectations , with sales up 38% year on year to $1.48 billion. On top …

MCHP main company
Sharemaestro market context Trend signal ended 52 weeks +4.4% · Next-week setup negative 27.6% MCHP stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Micron, SpaceX, Rocket Lab, Fermi, AppLovin, and More Stocks That Explain Today’s Market

The latest consumer price index numbers come out Wednesday. Micron Technology dropped 0.8% to $854.05. The stock has declined 12% over the past month and well short of its peak of more than $1,200 reached in late June on concerns about the sustainability of …

MU main company INTC mentioned
Sharemaestro market context Trend signal active 52 weeks +561.4% · Next-week setup positive 57.4% MU stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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