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Could Industrial Heat Unlock New Growth for NuScale Stock?
NuScale Power Corporation SMR is looking to use its small modular reactors for more than electricity generation. The company also wants to supply clean heat to industrial facilities. Industries such as chemicals, fertilizers, plastics and fuels use large amounts of high-temperature steam, which is …
KLA Corporation Had a Tough Month: 60% Returns Will Come According to This Wall Street Stalwart
Quick Read KLA's 9.26% monthly slide masks five straight earnings beats and record quarterly revenue of $3.66B, with China export rules driving the selloff, not fundamentals. C.J. Muse at Cantor Fitzgerald holds a Street-high $325 target on KLAC, implying 60% upside as advanced packaging …
Sharemaestro market context Trend signal active 52 weeks +110.1% · Next-week setup negative 38.4%Nvidia, Alphabet, Peter Thiel: SpaceX Top Shareholders Revealed
A series filings reveal the massive stakes tech giants Nvidia and Alphabet and mega investors Peter Thiel have in SpaceX. Continue Reading
Nvidia Rows Back on $250 Billion OpenAI Pledge and the Stock Rises
Nvidia stock was edging up early Monday. Shareholders might be reassured the chip maker is moderating its financial support for ChatGPT-developer OpenAI and its huge data-center investments. The shares were up 0.7% in premarket trading. Continue Reading
Stibbe advises ACCO Brands on acquisition of Trust
Stibbe advised NYSE-listed ACCO Brands Corporation on its acquisition of Trust, a Netherlands-based provider of computer and gaming accessories. This acquisition strengthens ACCO Brands' technology peripherals portfolio and expands its presence in Europe and Latin America. Trust, founded in 1983, offers a wide range …
Lumentum Stock Forecast: Can Nvidia Demand Push LITE Above $1,000?
Lumentum Holdings reported strong fiscal Q4 results, with revenue up 109% and adjusted EPS jumping 267%, driven by high demand for AI infrastructure. The company has a strategic $2 billion partnership with Nvidia, highlighting momentum in 1.6T transceivers. While Lumentum shows significant growth potential, …
Nvidia to invest $1.5 billion in SB Energy under OpenAI data center deal
Aug 17 (Reuters) - Nvidia will invest $1.5 billion in SoftBank-backed SB Energy and secure up to 8 gigawatts of AI computing capacity at an Ohio campus being built by the data center developer for OpenAI. The deal is the latest where Nvidia is …
Harvard endowment discloses $2.2 billion SpaceX stake
Harvard Management Co. disclosed a $2.2 billion stake in SpaceX, making Space Exploration Technologies Corp. the largest single stock position in the endowment's quarterly securities filing. According to the 13F filing, submitted last Friday, Harvard's total U.S. equity holdings stood at $4.3 billion at …
Sharemaestro market context Stored weekly price path 10 weeks -13.0% · Next-week setup negative 35.2%Hackers dump 1.7M McDonald's records in Azure credential theft hitting Fortune 500 firms
A threat actor named "TheHatman" is selling alleged Azure and Entra data stolen from major companies like McDonald's, Vodafone, and TCS, with millions of records exposed. The stolen data, which includes employee emails, phone numbers, and job titles, was likely obtained through compromised credentials …
Chevron Advances Its Strategic Exploration Program With Discovery in Angola's Block 0
Chevron's subsidiary, Cabinda Gulf Oil Company Limited (CABGOC), announced a new oil and gas condensate discovery in Angola's Block 0. The 105-4X exploration well found over 600 meters of oil and gas condensate in the Pinda reservoir, with potential for tie-back development to existing …
Passenger traffic jumped 17.2% despite disruptions—where?
Corporación América Airports (CAAP) reported a 1.4% year-over-year increase in total passenger traffic in July 2026, reaching 8.06 million passengers. This growth was primarily driven by a 7.1% rise in international traffic, with Armenia experiencing a significant 17.2% jump despite regional disruptions. Domestic traffic, …
NVIDIA Guarantees SB Energy's PORTS-Pike Technology Campus in Ohio to Exclusively Host NVIDIA AI Compute
NVIDIA News Summary: NVIDIA will be the exclusive AI compute infrastructure provider at PORTS-Pike. NVIDIA to provide credit support on land, power, and shell buildout to secure initial 4.25 IT-GW, with an option to take the remaining 3.75 IT-GW OpenAI will be the customer …
Luigi Mangione Reportedly Set to Plead Guilty in Federal Case Over UnitedHealthcare CEO Brian Thompson’s Killing: UNH Stock in Focus (UPDATED)
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Editor's Note: The story has been refreshed with the latest market price action. Luigi Mangione, the man accused of killing UnitedHealth Group Inc CEO Brian Thompson, is …
Sharemaestro market context Trend signal active 52 weeks +19.8%If You Invested $1000 in Corning a Decade Ago, This is How Much It'd Be Worth Now
How much a stock's price changes over time is a significant driver for most investors. Not only can price performance impact your portfolio, but it can help you compare investment results across sectors and industries as well. FOMO, or the fear of missing out, …
If You Invested $1000 in Marathon Petroleum a Decade Ago, This is How Much It'd Be Worth Now
How much a stock's price changes over time is important for most investors, since price performance can both impact your investment portfolio and help you compare investment results across sectors and industries. FOMO, or the fear of missing out, also plays a role in …
Sharemaestro market context Trend signal active 52 weeks +85.8% · Next-week setup negative 27.4%Corporación América Airports S.A. Reports July 2026 Passenger Traffic
Total passenger traffic up 1.4% YoY International passenger traffic up 7.1% YoY; up 4.5% YoY in Argentina LUXEMBOURG, August 17, 2026--(BUSINESS WIRE)--Corporación América Airports S.A. (NYSE: CAAP), ("CAAP" or the "Company"), one of the world's leading private airport operators, reported today a 1.4% year-on-year …
Intel's $23 Billion Raise May Signal Foundry Progress
This article first appeared on GuruFocus. The chipmaker Intel Corp. (INTC, Financials), seeking to restore its foundry division may be showing actual indications of improvement after raising $23 billion this week.GF Securities said the offering appears constructive on the back of rising yields, more …
I Keep Buying Oracle Because It Will Become a Tier-1 Hyperscaler
Quick Read Oracle's $638 billion RPO, up 363% year-over-year, reflects customers paying upfront to fund AI infrastructure with returns in the high 20s. ORCL trades at a forward P/E of 19 and PEG of 0.851, offering cheaper growth exposure than MSFT despite accelerating 93% …
Q2 Rundown: AppLovin (NASDAQ:APP) Vs Other Advertising Software Stocks
Q2 Rundown: AppLovin (NASDAQ:APP) Vs Other Advertising Software Stocks Wrapping up Q2 earnings, we look at the numbers and key takeaways for the advertising software stocks, including AppLovin (NASDAQ:APP) and its peers. The digital advertising market is large, growing, and becoming more diverse, both …
Sharemaestro market context Price below Trend Line 52 weeks -34.7%Oracle Plans More Layoffs as AI Spending Surges
This article first appeared on GuruFocus. Oracle (NYSE:ORCL) is reportedly preparing another round of layoffs as the software giant tries to contain payroll costs while pouring tens of billions of dollars into AI infrastructure. Some teams could face double-digit percentage reductions, highlighting a growing …
Why Sandisk Stock Is Getting Its Mojo Back
Sandisk stock is on a hot streak and may finally be getting its mojo back. The shares are on a five-day winning streak through Friday, jumping 35% in that time. Sandisk was moving in tandem with other memory stocks, including Western Digital Seagate and …
Sharemaestro market context Trend signal active 52 weeks +3017.8%IBM Makes Surprise Move in Nvidia AI Race
This article first appeared on GuruFocus. IBM (NYSE:IBM) is deepening its push into artificial-intelligence infrastructure with a $240 million multi-year deal to build a massive Nvidia-powered inference cluster for Together AI. The agreement gives IBM Cloud a high-profile AI workload while strengthening Nvidia's position …
Intel Makes New Move to Fund Turnaround
This article first appeared on GuruFocus. Intel (NASDAQ:INTC) is raising substantially more capital than initially planned, upsizing its stock offering to $20 billion as the chipmaker races to fund an expensive manufacturing and AI turnaround. The deal strengthens Intel's balance sheet and gives it …
Bank of America's wealth arm taps West Coast executive to lead D.C. market
Bank of America's wealth management division, Merrill, has appointed Matt McCormack, previously based in Greater Los Angeles, to lead its operations in the Greater Washington D.C. area. McCormack will oversee a division that has significantly increased its assets under management by 45% since 2023. …
Stifel reiterates Semtech stock Buy rating on AI infrastructure growth
Stifel has reiterated a Buy rating on Semtech Corp. (NASDAQ:SMTC) with a price target of $188, anticipating revenue outperformance driven by strong demand in AI infrastructure. The firm expects Semtech's July and October quarter revenues to exceed estimates, supported by accelerating 800G and 1.6T …
Oracle, Software Stocks Fall as AI Trade Seesaws
It isn’t surprising that software stocks are falling, given that investors are loading up on some of their go-to AI picks. Continue Reading
Grocery Outlet Raises More Than $4 Million for Local Food Banks Through Sixteenth Annual Independence from Hunger® Campaign
Grocery Outlet Holding Corp. announced it raised over $4 million through its 16th annual Independence from Hunger® Food Drive, held from June 24 to July 31. This initiative supports local food banks and hunger relief efforts, including a new partnership with Feeding America for …