Sharemaestro Newsreel

Silicon Motion Technology (SIMO) After MonTitan Launch Is The AI Storage Story Already Priced In

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Why the MonTitan launch matters for Silicon Motion Technology stock Silicon Motion Technology (NasdaqGS:SIMO) just rolled out its MonTitan SSD Reference Design Kit …

Nvidia to invest up to $3 billion in Lancium, the Information reports

(Corrects paragraph 1 to remove garble) Aug ‌7 (Reuters) - Nvidia will invest ‌up to $3 billion in ​Blackstone backed power infrastructure developer Lancium, the company behind Stargate, ‌the Information ⁠reported on Friday. Nvidia will get a ⁠20% stake in Lancium for ​the first …

Osisko Metals (TSX:OM) Is Up 20.8% After Reporting Deepening 2026 Losses Has The Bull Case Changed?

Osisko Metals Incorporated reported second-quarter 2026 results showing a net loss of C$84.13 million, versus net income of C$0.796 million in the same period a year earlier, with basic and diluted loss per share from continuing operations of C$0.11. Over the first six months …

Dow Jones Futures: What To Do As Stock Market Revs Up; Warren Buffett, Cisco, Lumentum Due

With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire, Cisco, Lumentum are on tap. Continue Reading

Why SiTime (SITM) Is Up 35.8% After Renesas Timing Deal Boosts Q3 Revenue Outlook

In the past week, SiTime Corporation reported second-quarter 2026 results showing revenue of US$157.43 million and a shift from a net loss to US$18.16 million in net income, while issuing third-quarter revenue guidance of US$285 million to US$295 million. A key driver was the …

Q2 Earnings: Robust Results and Positive Estimate Revisions Validate Market Fundamentals

The Q2 earnings season continues to validate our constructive view on corporate fundamentals. Rather than simply clearing reduced consensus hurdles, reporting companies are offering encouraging reads on order trends, margin resilience, and full-year demand. This fundamental health is filtering directly into analyst models, driving …

Stocks Settle Higher as a Weak Jobs Report Allays Rate Hike Fears

The S&P 500 Index ($SPX) (SPY) closed up +0.62% on Friday, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +0.28%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +1.19%. September E-mini S&P futures (ESU26) rose +0.55%, and September E-mini Nasdaq futures (NQU26) …

Does MonTitan Agentic AI SSD Platform Redefine the Bull Case For Silicon Motion (SIMO)?

In early August 2026, Silicon Motion Technology Corporation unveiled its MonTitan SSD Reference Design Kit featuring next-generation patented PerformaShape technology, aimed at enabling enterprise SSDs to act as a persistent memory layer for Agentic AI workloads with predictable QoS and optimized endurance. The launch …

Boost Run Announces Date of Second Quarter 2026 Financial Results Conference Call

NORTHBROOK, Ill. & NEW YORK, August 07, 2026--(BUSINESS WIRE)--Boost Run, Inc. (Nasdaq: BRUN), an NVIDIA Preferred Cloud Partner operating in adherence with NVIDIA Reference Architecture standards, plans to release its financial results for the second quarter ended June 30, 2026, pre-market on Friday, August …

A Volatile Week for Tech Revealed New Stock Narratives—and 1 Bargain

For most tech earnings, good wasn’t good enough. But it’s still possible to impress skeptical investors and flip a negative narrative. Continue Reading

Citi Revamps Micron Target Target With A Twist

This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) remains one of Wall Street's strongest AI-memory plays, but Citi is warning investors that the extraordinary pricing cycle may be approaching its peak. Analyst Atif Malik cut his Micron price target 18% to $1,150 from …

Microchip Technology Stock Jumps, Leads SOX Index Higher

Microchip Technology stock jumped after the chipmaker delivered a beat-and-raise earnings report. MCHP stock drove the SOX index higher. Continue Reading

SK Hynix invests $38B in new plants amid AI memory shortages

Yahoo Finance Tech Editor Dan Howley discusses SK Hynix (SKHY) committing $38 billion to build new chip manufacturing facilities in an effort to scale up production of high-bandwidth memory (HBM) and DRAM amid persistent AI supply shortages. Video Transcript 00:00 Speaker A SK Hyx …

Micron Stock Falls After Citi Slashes Price Target on Memory Risks

This article first appeared on GuruFocus. Micron (NASDAQ:MU) and SanDisk (NASDAQ:SNDK) remained under pressure on Friday as investors continued pulling back from memory-chip stocks following a weaker outlook from SanDisk and a cautious industry forecast from Citi. Micron shares fell about 1%, while SanDisk …

SoftBank Stock Drops 6.1% as AI Funding Pressure Intensifies

This article first appeared on GuruFocus. SoftBank Group (SOBKY), the Japanese technology investment powerhouse making some of the biggest bets in artificial intelligence, tumbled about 6.1% in Friday's Tokyo session after quarterly results reminded investors that building an AI empire doesn't come cheap. Net …

Micron Stock Slips as Citi Cuts Target by $250

This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU), a memory and storage semiconductor leader riding the AI infrastructure boom, delivered another blockbuster quarter, yet its shares slipped about 0.6% in Friday's regular session after Citi cut its price target to $1,150 from $1,400 …

SK Hynix Drops $38 Billion on AI Chips. Here's Why Investors Are Watching

This article first appeared on GuruFocus. SK Hynix (NASDAQ:SKHY) is about to invest 54 trillion won ($38.1 billion) to build two new memory chip fabrication plants in South Korea as it expands production capacity to meet rising artificial intelligence-driven demand. SK Hynix said 35.2 …

Qualcomm Stock Sinks 11% on Weak Guidance. Is the Selloff a Buying Opportunity?

Jim Cramer Called Linde plc (NASDAQ:LIN)’s Share Price Movement “Stupid”

Industrial giant Linde plc (NASDAQ:LIN)'s shares are up by 4.30% over the past year and by 14% year-to-date. The stock closed 5.9% lower on July 31st, the day that it reported its second-quarter earnings. During the quarter, Linde plc (NASDAQ:LIN) posted $9.29 billion in …

Jim Cramer Shares Reasons Behind Why NVIDIA Corporation (NASDAQ:NVDA)’s Shares Are Finally Rising

NVIDIA Corporation (NASDAQ:NVDA) is a stock that Jim Cramer continues to stand by with, even though it has struggled. While it's unclear whether he's as loyal to it as he is to Costco, throughout 2026, the CNBC TV host has continued to assert that …

JFrog Q2 Earnings Beat Estimates on Cloud and Security Growth

JFrog FROG reported second-quarter 2026 non-GAAP earnings of 27 cents per share, up 50% year over year and ahead of the Zacks Consensus Estimate by 12.5%. Revenues of $163.77 million increased 28.7% year over year and topped the consensus mark by 5.36%. Results benefited …

Airbnb Q2 Earnings Beat Estimates as Booking Demand Accelerates

Airbnb ABNB reported second-quarter 2026 earnings of $1.37 per share, up 33.0% year over year and beating the Zacks Consensus Estimate by 14.17%. Revenues increased 16.5% year over year to $3.61 billion and surpassed the consensus mark by 0.81%. Growth was driven by strong …

Nvidia Earnings: Turn A $265 Profit Trading Around The AI Chipmaker's Report

Nvidia is set to report second-quarter earnings on Aug. 26 after the market close, and the options market is pricing in an 8.8% move in either direction. The goal is to either have the put expire worthless and keep the premium, or to take …

SpaceX, Doximity, Trade Desk, Rigetti, Coherent, and More Stocks That Explain Today’s Market

FEATURE Stocks rose Friday with tech names picking up steam after the U.S. jobs report for July was softer than expected, resulting in Wall Street rethinking whether the Federal Reserve will raise interest rates any time soon. Continue Reading

Noticias de acciones de Astera Labs Inc (ALAB)

Informe de resultados de Microchip Technology: supera estimaciones del primer trimestre fiscal 2026 y sus acciones se disparan

Microchip Technology presenta sus previsiones de resultados para el segundo trimestre de 2026

Astera Labs Stock Rises 13% After Strong Guidance and Quarterly Earnings Beat

ON Semiconductor Stock Rallies After Q2 Earnings Beat

SiTime Corporation anuncia sus previsiones de resultados para el tercer trimestre de 2026

Globalfoundries Inc. presenta sus previsiones de resultados para el tercer trimestre de 2026

Taiwan Semiconductor Manufacturing (TSM) Stock Looks Fully Priced After Its 356% Run

Informe de resultados de Astera Labs: BPA del segundo trimestre supera previsiones

Astera Labs presenta sus previsiones de resultados para el tercer trimestre de 2026

Why is Texas Instruments stock up today? Intraday buyers support rally; resistance levels in focus

Previsiones: Los analistas consideran que las perspectivas empresariales de Monolithic Power Systems, Inc. (NASDAQ:MPWR) han mejorado drásticamente