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Can MRVL's NVDA Alliance Help it Challenge ALAB & AVGO?

Marvell Technology MRVL and NVIDIA NVDA are collaborating on advanced networking and optical technologies. Their expanded partnership includes silicon photonics and advanced optical interconnect solutions, areas in which MRVL has established capabilities in optical DSPs, silicon photonics and high-speed connectivity, and NVIDIA has NVLink …

ALAB main company
Sharemaestro market context Trend signal active 52 weeks +58.0% ALAB stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Trump says 401(k)s are up ‘double and triple’ as America enters golden age — are you all set to get rich?

Nathan Howard/ Getty Images Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. President Donald Trump says Americans' retirement accounts are enjoying a historic run — and he believes the best may still be ahead. During a …

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, Micron, DJT, SpaceX, Rocket Lab, Plug Power, Fermi, and More Stocks That Explain Today’s Market

The chip maker’s plan to line up $500 billion in financing for its customers is getting a tentative thumbs-up from shareholders, including Cathie Wood’s ARK Invest which is scooping up shares. Micron Technology gained 0.6% to $865.94. The stock has declined 12% over the …

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

Fastino Labs Releases Two Specialized Open-Weight Models for Finance and Healthcare, Post-Trained on NVIDIA Nemotron 3.5 Lightning Entirely using an Agent

Fastino-Nemotron-3.5-Lightning-Finance and Fastino-Nemotron-3.5-Lightning-Healthcare, post-trained on Nemotron 3.5 Lightning by the Fastino Fine-Tuning Agent, are available on Hugging Face today under the Apache 2.0 license. Both models outperform the Nemotron 3.5 Lightning base model across a variety of finance and healthcare benchmarks, showing off both …

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

Riot Stock Soars. What Its $9 Billion Anthropic Cloud Deal Means For the AI Boom.

Riot Platforms, the Bitcoin miner-turned-data center operator, has struck a $9.1 billion compute supply deal with Anthropic, a source tells Barron’s. Continue Reading

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

Nvidia (NVDA) Is Going Beyond GPUs in the $500 Billion AI Boom, Wells Fargo Says

NVIDIA Corporation (NASDAQ:NVDA) just partnered with six major financial institutions on a $500 billion financing push for artificial intelligence infrastructure. The chipmaker said on Monday that it has signed memorandums of understanding with Apollo Global Management, Blackstone, BlackRock, Brookfield Asset Management, Goldman Sachs, and …

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

GraniteShares Announces Monthly Distributions for its Autocallable ETFs: ANV, TLA, MSR, ATC, PLA, AHD, SCA and MRA

GraniteShares New York, Aug. 11, 2026 (GLOBE NEWSWIRE) -- GraniteShares today announced the monthly distributions for its GraniteShares Autocallable ETFs: ANV, TLA, MSR, ATC, PLA, AHD, SCA and MRA as shown in the table below. ETF Ticker ETF Name Distribution Frequency Distribution per Share …

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

Who wins most in NVIDIA’s $500 billion private capital deal?

Investing.com -- NVIDIA's deal to mobilize over $500 billion in third-party capital with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR reframes how AI factories are built and financed. By turning GPU compute into a standardized, investable asset class, NVIDIA addresses severe liquidity bottlenecks. …

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

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

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

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

Sector Update: Tech Stocks Edge Higher Premarket Tuesday

Technology stocks were higher premarket Tuesday, with the State Street Technology Select Sector SPDR 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 …

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

TSMC's July Revenues Soar: How Should You Play the Stock Now?

Taiwan Semiconductor Manufacturing Company TSM, or TSMC, released its July 2026 revenue report yesterday. Last month, revenues jumped 44.7% year over year to NT$ (New Taiwan Dollar) 467.58 billion, up 5.6% sequentially. Through the first seven months of 2026, revenues totaled NT$2.87 trillion, increasing …

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

ASTS Reports Wider-Than-Expected Q2 Loss Despite Revenue Growth

AST SpaceMobile, Inc. ASTS reported lackluster second-quarter 2026 results, with both top and bottom lines missing the Zacks Consensus Estimate. The company reported strong year-over-year revenue growth, driven by gateway deliveries and U.S. government contracts. It continued to expand satellite production and partnerships and …

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

The Changing Dynamics Behind Micron Technology (MU)

Ashva Capital Management, an investment management company, released its Q2 2026 investor letter. A copy of the letter can be downloaded here. Ashva Capital LP generated a 23.1% net return through June 30, 2026, compared to a 9.6% gain for the S&P 500 over …

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

Astera Labs vs. Arm: Which Technology Stock Is a Better Buy in 2026?

As artificial intelligence demands higher performance, investors are weighing the explosive growth of Astera Labs (NASDAQ:ALAB) against the architectural dominance of Arm (NASDAQ:ARM) to find the superior long-term play. While both companies are essential to the modern computing ecosystem, they occupy different niches. Astera …

ALAB main company
Sharemaestro market context Trend signal active 52 weeks +58.0% ALAB stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Semtech Announces Second Quarter of Fiscal Year 2027 Conference Call

CAMARILLO, Calif., August 11, 2026--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductors powering AI data center networking, Internet of Things ("IoT") and cellular connectivity and intelligent connected devices worldwide, announced plans to release the financial results of its second quarter of …

SMTC main company
Sharemaestro market context Trend signal active 52 weeks +188.5% · Next-week setup negative 16.0% SMTC stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Credo Schedules First Quarter Fiscal Year 2027 Financial Results Conference Call

SAN JOSE, Calif., August 11, 2026--(BUSINESS WIRE)--Credo Technology Group Holding Ltd (Credo) (NASDAQ: CRDO), an innovator in providing connectivity at scale through fast, reliable, and energy-efficient system solutions, today announced it will hold a conference call on Tuesday, September 1, 2026, at 2:00 p.m. …

CRDON main company
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

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

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

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

Sony and TSMC Finalize a $4.7 Billion Chip Venture

This article first appeared on GuruFocus. Sony Group Corp. (SONY, Financials), the world's largest maker of image sensors, and TSMC have agreed to a $4.69 billion joint venture to research and produce next-generation image sensors in Japan.Sony will have a majority interest and will …

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

Hinde Group Boosts Amazon.com (AMZN) Amid AI Capacity Bottlenecks and High Enterprise Backlog in AWS

Hinde Group, an investment management company, has released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The portfolio delivered a net return of 7.89% in the second quarter, bringing the YTD returns to 11.57% (net). During the second …

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

Intel's Stock Sale Just Grew to $20 Billion

This article first appeared on GuruFocus. Intel Corp. (INTC, Financials), the semiconductor manufacturer that's striving to reestablish its position in advanced manufacturing and AI, has made its already-massive stock sale even bigger.Intel priced a $20 billion public equity offering at $95 a share, up …

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

Riot Stock Soars as It Lands a $9.1 Billion AI Cloud Deal

This article first appeared on GuruFocus. Riot Platforms (NASDAQ:RIOT), a Bitcoin miner that has moved into selling AI data-center capacity, rose 18.87% premarket after striking a 20-year deal to supply 191 megawatts of computing to Anthropic from its Rockdale, Texas campus, according to Bloomberg, …

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

Micron is Gaining Share. These Bulls See More Upside Ahead

Quick Read Micron trades at just 6x trailing earnings amid relentless AI demand, yet Dr. Michael Burry has taken a notable short position against the memory giant. Alphabet's TurboQuant and Apple's on-device memory techniques signal firms are actively shrinking memory footprints, threatening Micron's long-term …

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

Micron Stock Is Down 28%, and Here Is What Investors Need to Know

Micron (NASDAQ: MU) has been one of the hottest stocks on the market this year, and even became a trillion-dollar company in May. Its stock peaked on June 25, but it has since slid sharply. As of market open on Monday, it was down …

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

Intel upsizes stock offering to $20 billion for AI chip manufacturing

Intel upsized its previously announced common stock offering to $20 billion on Tuesday, pricing 210,526,315 shares at $95 per share as it looks to fund expansion of its chip contract manufacturing business. The offering was increased from the $15 billion target Intel had announced …

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

This Wall Street Pro Makes a Compelling Argument for 70% Gains on NXP Semiconductors Which Cratered Last Month

Quick Read Cantor Fitzgerald's C.J. Muse maintains a $400 target on NXPI after a 20% monthly drop driven by Ambarella acquisition rumors and a UBS downgrade. NXPI's 71% upside to Cantor's Street-high target dwarfs analog peers MCHP at 37% and TXN at just 16%, …

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

Anthropic’s $965B IPO Path Runs Through Seven Compute Corridors Across Three Continents

Anthropic's $965 billion IPO path rests on the aggressive, multi-layered industrialization of compute. The company has transformed access from a variable cost into a structural moat by diversifying hardware and energy supply across three continents through seven distinct funding mechanisms — effectively decoupling its …

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

Intel investors are banking on a comeback — and then some

When is a good time for a company to raise equity? When its shares are expensive, according to financial lore. Intel, which said on Monday PREMIUM Upgrade to read this Financial Times article and get so much more. A Silver or Gold subscription plan …

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

AST SpaceMobile, Intel, On, Rocket Lab, and More Stocks That Explain Today’s Market

Stocks looked set to struggle for direction on Tuesday as investors worried about inflation, with hopes of Iran agreeing a deal to reopen the crucial Strait of Hormuz shipping route fading fast. Continue Reading

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

Hiltzik: The Trump administration's investments in corporate stocks raise fears of 'crony capitalism'

It was about one year ago that the Trump administration announced a truly eye-opening transaction: In return for an $8.9-billion investment in the chipmaker already authorized under the Biden-era CHIPS Act, the government would take a roughly 10% stake in Intel shares — making …

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

Intel's huge rally is helping pay for its AI comeback: Chart of the Day

Intel's (INTC) AI ambitions are getting more expensive. Its 165% rally this year is helping foot the bill. The chipmaker said Monday it plans to raise $15 billion by selling new shares to investors, giving it fresh cash for factories, equipment, day-to-day operations, and …

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

TSMC to invest $1.8 billion in joint venture with Sony for image sensors

TAIPEI, Aug 11 (Reuters) - ‌Taiwan ‌chipmaker TSMC ​said on Tuesday it ‌will ⁠invest 282 billion ⁠yen ($1.77 billion) ​in ​a ​joint ‌venture with Sony Group to ‌develop ​and ​make ​next-generation ‌image sensors. ($1 = 159.3300 ​yen) (Reporting ​by ​Ben Blanchard; ‌Editing ​by Andrew …

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

Micron Says Customers Are Scrambling for Memory Even at ‘Very High’ Prices

Micron Technology, Inc.(NASDAQ:MU) stock gained over a percent during Tuesday's premarket session as risk appetite stays steady into the open. Nasdaq futures are up less than half a percent while S&P 500 futures have gained 0.02%. The company executives said at the KeyBanc Capital …

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

Lam Research (LRCX) Gains An AI Supply Chain Tailwind As Customer Demand Surges

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. Lam Research (NasdaqGS:LRCX) is in focus as Taiwan Semiconductor reports strong AI driven revenue …

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

CoreWeave’s Forecast Is Key to Stopping Another Earnings Selloff

(Bloomberg) -- CoreWeave Inc. shares have been on a roll lately after a monthslong slump. Now, the neocloud provider's earnings after the close Tuesday can give investors a sense of whether the rally is sustainable. Most Read from Bloomberg China Unleashes $28 Trillion Capital …

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

Micron vs. SK Hynix: Which Memory Chip Giant Is the Better Buy?

Key Points SK Hynix and Micron have benefited from soaring memory chip prices. One has a closer relationship with Nvidia and a strong position in high-bandwidth memory production. Investors should also consider valuation.10 stocks we like better than Micron Technology › SK Hynix(NASDAQ: SKHY) …

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

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