Mexico Semiconductors news | Sharemaestro Newsreel

17:57 13 Aug 2026

finance.yahoo.com Guidance Main company 🇲🇽 Mexico

Micron Faces a New Burry Bet as China Memory Pressure Builds

This article first appeared on GuruFocus. Memory-chip maker Micron Technology Inc. (MU, Financials) fell in premarket trading as investors assessed a new pessimistic forecast from Michael Burry (Trades, Portfolio) and increasing competition from Chinese memory suppliers.Burry said he boosted to his Micron short around …

MU main company

Sharemaestro market context Trend signal active 52 weeks +561.4% · Next-week setup positive 57.4%

17:53 13 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Micron Just Lost Ground in Key Memory Market

This article first appeared on GuruFocus. China's Yangtze Memory Technologies has overtaken Micron Technology (NASDAQ:MU) and Kioxia in global NAND shipments, highlighting China's growing presence in a memory market being reshaped by severe supply constraints. But for Micron investors, the headline market-share loss looks …

MU main company

Sharemaestro market context Trend signal active 52 weeks +561.4% · Next-week setup positive 57.4%

17:00 13 Aug 2026

finance.yahoo.com Balance sheet Main company 🇲🇽 Mexico

Michael Burry doubles down on Nvidia short after $500B chip deal he calls a 'Wall Street stunt' with 'shades of Enron'

Unprecedented moves in the AI space this week are giving stock market experts flashbacks to one of the most famous corporate scandals in history, stoking fears that we're in line for a similarly catastrophic fallout. The headline-worthy $500 billion that Wall Street just announced …

NVDA main company

Sharemaestro market context Trend signal active 52 weeks +13.0%

17:00 13 Aug 2026

finance.yahoo.com Analyst action Provider-linked mention 🇲🇽 Mexico

Analysts Are Undervaluing Berkshire Hathaway Now That Greg Abel Is Putting the Company's Cash to Work. But That's Not the Reason.

Given that the stock's only a tad below analysts' consensus price target of $525.08 following the recent release of its second-quarter results, Berkshire Hathaway's (NYSE: BRKA) (NYSE: BRKB) Class B shares appear to be fully and fairly valued. And maybe they are. Dig deeper, …

NVDA mentioned

Sharemaestro market context Trend signal active 52 weeks +13.0%

16:49 13 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Microchip Technology (MCHP) Signals Cyclical Recovery with Q4 Beat and Strong Guidance

Sycamore Capital Management, a franchise of Victory Capital Management, released its Q2 2026 investor letter for "Sycamore Mid Cap Value Equity Strategy". A copy of the letter can be downloaded here. Sycamore Capital's Mid Cap Value investment team focuses on a bottom-up approach to …

MCHP main company

Sharemaestro market context Trend signal ended 52 weeks +4.4% · Next-week setup negative 27.6%

16:45 13 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇲🇽 Mexico

Why Intuitive Machines Stock Dropped Today

Space stock Intuitive Machines (NASDAQ: LUNR) tumbled 3% through 11:05 a.m. ET Thursday morning -- but it could have been worse. After reporting a big earnings miss for Q2 this morning, shares were at one point down as much as 16%! So what went …

NVDA mentioned

Sharemaestro market context Trend signal active 52 weeks +13.0%

16:43 13 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇲🇽 Mexico

Just Keep Following The Money Following CoreWeave’s Spike

Quick Read CoreWeave's $104 billion contracted backlog, with $25 billion in fresh Q3 commitments, gives the company multi-year revenue visibility few high-growth rivals can match. CRWV trades 28% below analyst targets, but NVDA supplier concentration and a debt-to-equity of 8.94 make leverage the defining …

NVDA mentioned

Sharemaestro market context Trend signal active 52 weeks +13.0%

16:42 13 Aug 2026

finance.yahoo.com Macro sensitivity Main company 🇲🇽 Mexico

Wall Street Is Treating Nvidia GPUs Like Forever Cash-Flow Machines. Here’s What Shatters That Illusion

Quick Read Nvidia's A100 GPUs launched in 2020 still command meaningful rental rates in 2026, pushing CoreWeave's contracted customer demand above $129 billion. Nvidia is mobilizing over $500 billion in third-party capital and backing residual values up to 25%, with CME compute futures set …

NVDA main company

Sharemaestro market context Trend signal active 52 weeks +13.0%

16:42 13 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Nvidia, IBD Stock Of The Day, Nears Buy Point Ahead Of Fiscal Q2 Earnings Report

Nvidia is the IBD Stock Of The Day as the artificial intelligence chipmaker bounces back from a recent swoon. Continue Reading

NVDA main company

Sharemaestro market context Trend signal active 52 weeks +13.0%

16:41 13 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Jim Cramer Says Nvidia GPUs Are ‘More Like Fine Jewelry’ Than Cars. Here Is Why That Matters for NVDA Investors.

Quick Read Jim Cramer argues NVDA GPUs hold value like fine jewelry, backed by 75% gross margins and $81.6B in Q1 FY2027 revenue. Nvidia's CUDA software moat anchors a $500B AI financing stack by ensuring installed GPUs retain collateral value years after newer chips …

NVDA main company

Sharemaestro market context Trend signal active 52 weeks +13.0%

16:30 13 Aug 2026

finance.yahoo.com Regulatory and legal Main company 🇲🇽 Mexico

Why Nvidia May Stand in the Way of Wall Street's Plans to Turn AI Compute Into a Commodity

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. CME Group Inc. (NASDAQ:CME) said Tuesday it will launch AI compute futures on Oct. 5, pending regulatory review, with contracts tracking monthly rental prices for NVIDIA Corp. …

NVDA main company

Sharemaestro market context Trend signal active 52 weeks +13.0%

16:28 13 Aug 2026

finance.yahoo.com Market update Main company 🇲🇽 Mexico

Micron Stock Keeps Rallying. Watch Out for This New Memory-Chip Rival.

Despite Thursday’s surge, the company fell behind in the second quarter among suppliers of NAND memory chips. Continue Reading

MU main company

Sharemaestro market context Trend signal active 52 weeks +561.4% · Next-week setup positive 57.4%

16:27 13 Aug 2026

finance.yahoo.com Market update Main company 🇲🇽 Mexico

Déjà Vu. Why Intel Is Eyeing a Return to Memory.

Intel’s CEO said this week that the chip maker may return to the memory market, potentially making it a challenger to Micron and SK Hynix. Continue Reading

INTC main company

Sharemaestro market context Trend signal active 52 weeks +275.1%

16:25 13 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇲🇽 Mexico

Sam Altman Told the White House He Supports Slowing AI Development. Here's Why That Matters for AI Stocks.

In late July, Sam Altman went to Washington, D.C., to brief lawmakers on OpenAI's next-frontier model after one of its systems autonomously hacked another artificial intelligence (AI) platform, Hugging Face, and then pivoted to attack a customer's cloud account. Coming out of those meetings, …

NVDA mentioned

Sharemaestro market context Trend signal active 52 weeks +13.0%

16:24 13 Aug 2026

finance.yahoo.com Analyst action Provider-linked mention 🇲🇽 Mexico

Why Sandisk Stock Popped Again Today

Sandisk (NASDAQ: SNDK) stock is heading into its fourth straight day of gains Thursday -- up 6.2% through 10:50 a.m. ET -- and has Evercore ISI to thank for it. In a note this morning, Evercore analyst Amit Daryanani reiterated his outperform rating and …

NVDA mentioned

Sharemaestro market context Trend signal active 52 weeks +13.0%

16:21 13 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇲🇽 Mexico

IREN Rallies 6% as Microsoft Signs Off on Horizon 1, NVIDIA Grants Exemplar Cloud Status

Quick Read IREN surged 6% after Microsoft formally accepted Horizon 1, triggering monthly invoicing under a five-year, $9.7 billion cloud services agreement. NVIDIA's Exemplar Cloud designation validates Horizon 1's AI performance, potentially helping IREN attract hyperscalers beyond Microsoft for its 480MW 2026 capacity target. …

NVDA mentioned

Sharemaestro market context Trend signal active 52 weeks +13.0%

16:12 13 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇲🇽 Mexico

IREN (IREN) Is Up 12.3% After Microsoft Accepts Horizon 1 AI Cloud Deployment - What's Changed

IREN Limited recently confirmed that Horizon 1, the first of four 50MW direct-to-chip liquid-cooled AI cloud deployments, has been delivered to and accepted by Microsoft under their five-year, US$9.70 billion cloud services contract. In parallel, IREN secured NVIDIA Exemplar Cloud status for its GB300 …

NVDA mentioned

Sharemaestro market context Trend signal active 52 weeks +13.0%

16:08 13 Aug 2026

finance.yahoo.com Market update Main company 🇲🇽 Mexico

Nvidia’s new $500B plan is risky but brilliant, especially for aging GPUs

Nvidia announced this week that Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR were willing to commit up to $500 billion to build AI data centers. That eye-popping figure got a lot of the attention, but the bigger story is Nvidia's effort to create …

NVDA main company

Sharemaestro market context Trend signal active 52 weeks +13.0%

16:07 13 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇲🇽 Mexico

Things are looking up for AI infrastructure companies, for now

The AI build-out doesn't appear to be slowing anytime soon. At least that's what you can glean from a trio of earnings after the bell on Tuesday. CoreWeave (CRWV), Nebius (NBIS), and Supermicro (SMCI) each reported strong quarterly results, sending shares soaring on Wednesday …

NVDA mentioned

Sharemaestro market context Trend signal active 52 weeks +13.0%

15:50 13 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇲🇽 Mexico

91% of Upstart's Loans Were Fully Automated Last Quarter. No Bank Can Underwrite That Cheaply.

Upstart (NASDAQ: UPST) has had its share of ups and downs since the fintech went public in late 2020. The company, which uses artificial intelligence (AI) to process loan requests, is currently in a downward trend, with the stock price sliding about 31% year …

NVDA mentioned

Sharemaestro market context Trend signal active 52 weeks +13.0%

15:49 13 Aug 2026

nasdaq.com Market update Provider-linked mention 🇲🇽 Mexico

Noteworthy ETF Outflows: TQQQ, ADI, MRVL, GILD

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the ProShares UltraPro QQQ (Symbol: TQQQ) where we have detected an approximate $156.7 million dollar outflow -- that's a 0.4% decrease week over week (from …

ADI mentioned

Sharemaestro market context Trend signal active 52 weeks +52.1% · Next-week setup negative 42.2%

15:41 13 Aug 2026

finance.yahoo.com Balance sheet Provider-linked mention 🇲🇽 Mexico

Michael Burry Sounds the Alarm Again: AI Is a Circular Financing Web With Nvidia In the Middle

Quick Read Michael Burry flagged that $879 billion in hyperscaler commitments circle through Nvidia (NVDA), inflating reported revenue without multiplying actual customer demand. Five hyperscalers carry $1.65 trillion in off-balance-sheet debt, and Nvidia's CDS spread has doubled in two months as credit markets price …

NVDA mentioned

Sharemaestro market context Trend signal active 52 weeks +13.0%

15:35 13 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇲🇽 Mexico

Remitly's Send Volume Is Growing Nearly Twice as Fast as Its Customer Count. That Gap Is the Whole Investment Case.

For nearly all businesses, more scale means wider profit margins and, therefore, profit growth that outpaces revenue growth. Credit the fact that at least some parts of any company's operating costs eventually plateau. And in some cases, even variable costs directly linked to manufacturing …

NVDA mentioned

Sharemaestro market context Trend signal active 52 weeks +13.0%

15:30 13 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇲🇽 Mexico

Should Investors Buy ADI Stock Despite its Premium Valuation?

Analog Devices ADI is trading at a forward price-to-sales multiple of 11.49x much above the broader sector's 8.6x. This overvaluation is further supported by a Zacks Value Score of D. ADI Forward 12-Month (P/S) Valuation ChartZacks Investment Research Image Source: Zacks Investment Research Shares …

STMN mentioned

Sharemaestro market context Trend signal active 52 weeks +137.6% · Next-week setup negative 33.4%

15:28 13 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Can Micron's AI Memory Focus Help It Outpace SK Hynix and Sandisk?

Micron Technology, Inc. MU is sharpening its focus on artificial intelligence (AI) memory as demand for high-bandwidth memory (HBM), DRAM and data-center storage accelerates. The strategy is producing strong financial results, but Micron still faces tough competition from SK Hynix Inc. SKHY in HBM …

MU main company

Sharemaestro market context Trend signal active 52 weeks +561.4% · Next-week setup positive 57.4%

15:23 13 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Nvidia bulls may have a small problem on their hands

If there is any reason to proceed with caution ahead of Nvidia's (NVDA) earnings on Aug. 26, it's that the market is positioned for the company to post great results and for CEO Jensen Huang to sound super bullish on the earnings call. This …

NVDA main company

Sharemaestro market context Trend signal active 52 weeks +13.0%

15:22 13 Aug 2026

nasdaq.com Earnings Provider-linked mention 🇲🇽 Mexico

Stocks Close Higher on Favorable CPI Report and Positive AI News

The S&P 500 Index ($SPX) (SPY) on Wednesday rose +0.26%, the Dow Jones Industrial Average ($DOWI) (DIA) fell -0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose +0.74%. September E-mini S&P futures (ESU26) rose +0.31%, and September E-mini Nasdaq futures (NQU26) rose +0.71%. Stocks …

NVDA mentioned MU mentioned

Sharemaestro market context Trend signal active 52 weeks +13.0%

15:20 13 Aug 2026

finance.yahoo.com Macro sensitivity Provider-linked mention 🇲🇽 Mexico

Here's Where the Fed May Take Interest Rates Under Chairman Kevin Warsh

Federal Reserve Chairman Kevin Warsh began leading the U.S.'s central bank in March, and since then, the Fed has kept interest rates unchanged at both of its meetings. This past meeting, however, presented the largest Fed dissent in a decade, with nine policymakers voting …

NVDA mentioned

Sharemaestro market context Trend signal active 52 weeks +13.0%

15:16 13 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇲🇽 Mexico

IREN Jumps 10% as Microsoft Accepts First AI Data Center Under $9.7 Billion Deal

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. IREN Ltd.(NASDAQ:IREN) shares jumped over 10% Thursday after Microsoft Corp.(NASDAQ:MSFT) formally approved Horizon 1, clearing the first of four AI data centers IREN is building under their …

NVDA mentioned

Sharemaestro market context Trend signal active 52 weeks +13.0%

15:09 13 Aug 2026

finance.yahoo.com Guidance Provider-linked mention 🇲🇽 Mexico

Why Is Coherent (COHR) Drawing Attention After A Q4 Beat And Raised Outlook?

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Coherent (NYSE: COHR) reported fourth quarter results that exceeded expectations, supported by strong AI infrastructure demand in its data center optical networking business. The company …

NVDA mentioned

Sharemaestro market context Trend signal active 52 weeks +13.0%

15:05 13 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇲🇽 Mexico

My Take on Barrick Mining's Pullback: This Is a Buying Window, Not a Red Flag.

Shares of Barrick Mining (NYSE: B) are down around 0.5% so far this year and off roughly 20% from their 52-week high of $54.69. Based on those numbers, you would think the Canadian mining company is having a bad year, but that's far from …

NVDA mentioned

Sharemaestro market context Trend signal active 52 weeks +13.0%

15:00 13 Aug 2026

finance.yahoo.com Market update Main company 🇲🇽 Mexico

Can Nvidia’s circular financing keep fueling the market rally?

Morning Brief Host Julie Hyman welcomes Defiance ETFs CIOSylvia Jablonski and Yahoo Finance Senior Business Reporter Ines Ferre to the show to break down Nvidia (NVDA)'s circular financing, the cyclical nature of the semiconductor industry, and whether massive AI capex spending can continue to …

NVDA main company

Sharemaestro market context Trend signal active 52 weeks +13.0%

14:59 13 Aug 2026

finance.yahoo.com Market update Main company 🇲🇽 Mexico

Why Nvidia Stock Is Stuck Despite a Wild Week for AI

On paper, the technicals for the stock look positive. After closing above $224 on Wednesday, the share price is sitting comfortably above all of its 20-day, 50-day, and 200-day moving averages. Continue Reading

NVDA main company

Sharemaestro market context Trend signal active 52 weeks +13.0%

14:57 13 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇲🇽 Mexico

SE Q2 Earnings Miss Estimates as Costs Rise, Revenues Beat & Grew Y/Y

Sea Limited's SE adjusted earnings were 86 cents per share in the second quarter of 2026, missing the Zacks Consensus Estimate by 14%. On a reported basis, earnings per share rose 7.7% year over year to 70 cents. Revenues of $7.8 billion increased 48.1% …

NVDA mentioned ADI mentioned

Sharemaestro market context Trend signal active 52 weeks +13.0%

14:49 13 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Wall Street Analysts Predict 70% Upside for This AI Memory Stock in 2027

Situational Awareness Taiyo Yuden stake unwind, Leopold Aschenbrenner. Photo by BeInCrypto Micron (MU) stock is holding near $911 after a 189% price rise in 2026. Yet, Wall Street still sees roughly 70% more upside. And there is good reason behind this optimism. The world …

MU main company

Sharemaestro market context Trend signal active 52 weeks +561.4% · Next-week setup positive 57.4%

14:45 13 Aug 2026

finance.yahoo.com Macro sensitivity Provider-linked mention 🇲🇽 Mexico

U.S. Budget Deficits Just Surged to $432.3 billion in July While Trump Weighs Brand-New Tax Cuts

Quick Read July's $432 billion deficit, the largest since March 2021, drove the year-to-date shortfall to $1.8 trillion while the White House eyes brand-new tax cuts. The TLT (bond) and VNQ (real estate) ETFs could face pressure as 20-year and 30-year Treasury yields sit …

NVDA mentioned

Sharemaestro market context Trend signal active 52 weeks +13.0%