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NVIDIA commits $1.5B in SB Energy as OpenAI targets 8 GW Ohio AI campus

[Nvidia Corporation in China] Robert Way * NVIDIA (NVDA [https://seekingalpha.com/symbol/NVDA]) announced on Monday that it will be the exclusive AI compute infrastructure provider for SB Energy’s PORTS-Pike technology campus in Ohio, with OpenAI (OPENAI [https://seekingalpha.com/symbol/OPENAI]) as the customer. * The campus is being built to provide large-scale AI computing capacity for OpenAI, using NVIDIA’s GPUs, CPUs, and networking …

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 …

KLAC main company K1LA34 main company KLAC main company KLA main company KLAC main company
Sharemaestro market context Trend signal active 52 weeks +110.1% · Next-week setup negative 38.4% KLAC stored weekly price path from 22 Aug 2025 to 14 Aug 2026

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

NVDA main company NVDA80 main company NVDA main company NVDC34 main company NVDA main company NVDA main company +3 more
Sharemaestro market context Trend signal active 52 weeks +49.5% · Next-week setup positive 56.1% NVDA stored weekly price path from 22 Aug 2025 to 14 Aug 2026

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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

NVDA main company NVDA80 main company NVDA main company NVDC34 main company NVDA main company NVDA main company +3 more
Sharemaestro market context Trend signal active 52 weeks +49.5% · Next-week setup positive 56.1% NVDA stored weekly price path from 22 Aug 2025 to 14 Aug 2026

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 …

SPCX main company SPCX main company
Sharemaestro market context Stored weekly price path 10 weeks -13.0% · Next-week setup negative 35.2% SPCX stored weekly price path from 12 Jun 2026 to 14 Aug 2026

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 …

NVDA main company NVDA80 main company NVDA main company NVDC34 main company NVDA main company NVDA main company +3 more
Sharemaestro market context Trend signal active 52 weeks +49.5% · Next-week setup positive 56.1% NVDA stored weekly price path from 22 Aug 2025 to 14 Aug 2026

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 …

INTC main company INTC main company ITLC34 main company INTC main company INL main company INTC main company
Sharemaestro market context Trend signal active 52 weeks +391.6% · Next-week setup positive 59.3% INTC stored weekly price path from 22 Aug 2025 to 14 Aug 2026

A Corsair Gaming Director Dumps Nearly 9,000 Shares Representing a Substantial 28% of Their Direct Stake. Here's a Closer Look at the Transaction.

Sarah Mears Kim, a member of the Board of Directors at Corsair Gaming, Inc. (NASDAQ:CRSR), sold 8,874 shares of common stock on August 13, 2026, according to a recent SEC Form 4 filing. Transaction summary Metric Value Shares sold 8,874 Transaction value ~$121,000 Post-transaction …

CRSR main company CRSR main company
Sharemaestro market context Trend signal active 52 weeks +41.9% · Next-week setup negative 32.8% CRSR stored weekly price path from 22 Aug 2025 to 14 Aug 2026

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% …

ORCL main company ORCL main company ORCL34 main company ORCL main company ORCL main company ORC main company +1 more
Sharemaestro market context Price below Trend Line 52 weeks -24.8% ORCL stored weekly price path from 22 Aug 2025 to 14 Aug 2026

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 …

ORCL main company ORCL main company ORCL34 main company ORCL main company ORCL main company ORC main company +1 more
Sharemaestro market context Price below Trend Line 52 weeks -24.8% ORCL stored weekly price path from 22 Aug 2025 to 14 Aug 2026

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 …

SNDK1 main company SNDK main company
Sharemaestro market context Trend signal active 52 weeks +3017.8% SNDK1 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

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 …

NVDA main company NVDA80 main company NVDA main company NVDC34 main company NVDA main company NVDA main company +3 more
Sharemaestro market context Trend signal active 52 weeks +49.5% · Next-week setup positive 56.1% NVDA stored weekly price path from 22 Aug 2025 to 14 Aug 2026

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

ORCL main company ORCL main company ORCL34 main company ORCL main company ORCL main company ORC main company +1 more
Sharemaestro market context Price below Trend Line 52 weeks -24.8% ORCL stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Why Tesla Stock Moves Are Increasingly Tied to SpaceX

Coming into Monday trading, Tesla stock had gained for two consecutive weeks, just like SpaceX stock. Continue Reading

SPCX main company
Sharemaestro market context Stored weekly price path 10 weeks -13.0% · Next-week setup negative 35.2% SPCX stored weekly price path from 12 Jun 2026 to 14 Aug 2026

Nvidia Is Becoming AI's Bank: Here's Why It Could Reshape NVDA Stock

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) is moving beyond its traditional role as a chip supplier by helping customers finance the enormous cost of building AI infrastructure. The shift is important because AI data centers require billions of dollars before they can …

NVDA main company NVDA80 main company NVDA main company NVDC34 main company NVDA main company NVDA main company +3 more
Sharemaestro market context Trend signal active 52 weeks +49.5% · Next-week setup positive 56.1% NVDA stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Union Pacific's fuel surcharges outpace fuel expenses in Q2

[Freight transport powers through rural America. Yellow Union Pacific locomotive 6701 leads cargo train on single track] Union Pacific (UNP [https://seekingalpha.com/symbol/UNP]) collected substantially more in fuel surcharges than it spent on fuel in the second quarter, according to Reuters. The railroad company's filing with …

UNP main company UNP main company UNPC main company UNP main company
Sharemaestro market context Trend signal active 52 weeks +24.1% · Next-week setup negative 31.3% UNP stored weekly price path from 22 Aug 2025 to 14 Aug 2026

New Digital Product Passport Pilot Aims to Give Denim Suppliers a Competitive Edge

A new pilot demonstrates how embedding digital product passport (DPP) data at the fabric level can remove supply chain data bottleneck and give suppliers a competitive advantage in the market. Last week, Denim Deal, World Collective and Green Story announced the launch of their …

7846 main company
Sharemaestro market context Trend signal active 52 weeks +34.9% · Next-week setup positive 58.0% 7846 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Chevron Advances Its Strategic Exploration Program With Discovery in Angola's Block 0

New discovery demonstrates the potential of Chevron's exploration program in Sub-Saharan Africa HOUSTON, August 17, 2026--(BUSINESS WIRE)--Chevron Corporation (NYSE: CVX) by its subsidiary Cabinda Gulf Oil Company Limited (CABGOC), today confirmed an oil and gas condensate discovery at the 105-4X exploration well in Block …

CVX main company CVX main company CHVX34 main company CVX main company CVX main company CHV main company
Sharemaestro market context Price above Trend Line 52 weeks +16.3% CVX stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Q2 Earnings Highlights: Regal Rexnord (NYSE:RRX) Vs The Rest Of The Engineered Components and Systems Stocks

Q2 Earnings Highlights: Regal Rexnord (NYSE:RRX) Vs The Rest Of The Engineered Components and Systems Stocks Looking back on engineered components and systems stocks' Q2 earnings, we examine this quarter's best and worst performers, including Regal Rexnord (NYSE:RRX) and its peers. Engineered components and …

RRX main company
Sharemaestro market context Price below Trend Line 52 weeks +14.6% RRX stored weekly price path from 22 Aug 2025 to 14 Aug 2026

SanDisk extends rally, Snap faces fresh pressure in premarket trade

Investing.com - U.S. stock futures were mixed on Monday, with technology stocks pointing to a firmer open, as investors scaled back bets on an impending Federal Reserve rate hike and looked ahead to a fresh batch of retail-sector earnings this week. By 06:27 ET …

SNDK1 main company SNDK main company
Sharemaestro market context Trend signal active 52 weeks +3017.8% SNDK1 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Nvidia cuts OpenAI Ohio data center guarantee to $120 billion

Nvidia has revised its financial commitment to a planned OpenAI data center campus in Ohio, reducing its proposed backstop from $250 billion to less than $120 billion, according to The Wall Street Journal. The chipmaker and OpenAI were nearing a deal that could be …

NVDA main company NVDA80 main company NVDA main company NVDC34 main company NVDA main company NVDA main company +3 more
Sharemaestro market context Trend signal active 52 weeks +49.5% · Next-week setup positive 56.1% NVDA stored weekly price path from 22 Aug 2025 to 14 Aug 2026

McDonald’s Keeps Cratering: Why One Bullish Analyst Says 50% Gains Lie Ahead

Quick Read Kempczinski blamed a botched value menu rollout for two-thirds of Q2's U.S. traffic miss, calling it an execution failure, not a strategy problem. While MCD slid 15% from its February peak, peers SBUX and YUM posted comps in the 7 to 8 …

MCD main company MCD main company MCDC34 main company MCD main company MDO main company MCD main company
Sharemaestro market context Price below Trend Line 52 weeks -20.4% MCD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Unpacking Q2 Earnings: Repligen (NASDAQ:RGEN) In The Context Of Other Drug Development Inputs & Services Stocks

Unpacking Q2 Earnings: Repligen (NASDAQ:RGEN) In The Context Of Other Drug Development Inputs & Services Stocks Quarterly earnings results are a good time to check in on a company's progress, especially compared to its peers in the same sector. Today we are looking at …

RGEN main company
Sharemaestro market context Trend signal active 52 weeks +33.7% RGEN stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Local Bounti’s Network Yields at Record Levels, Retail Momentum Broadened – Quarterly Update Report

Download the Complete Report Here Local Bounti Corporation (LOCL) Retail Momentum, Food-Safety Relevance, and Yield Gains Strengthen the Growth Story; EBITDA Progress Continues Key Takeaways: Revenue increased 14% y/y and 4% q/q to $13.9 million, while adjusted EBITDA loss improved 17% y/y to $5.8 …

LOCL main company
Sharemaestro market context Price below Trend Line 52 weeks -55.4% LOCL stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Q2 Earnings Highs And Lows: Costco (NASDAQ:COST) Vs The Rest Of The Non-Discretionary Retail Stocks

Q2 Earnings Highs And Lows: Costco (NASDAQ:COST) Vs The Rest Of The Non-Discretionary Retail Stocks Quarterly earnings results are a good time to check in on a company's progress, especially compared to its peers in the same sector. Today we are looking at Costco …

COST main company COST main company COWC34 main company COST main company COST main company CTO main company +1 more
Sharemaestro market context Price below Trend Line 52 weeks -7.6% · Next-week setup negative 43.9% COST stored weekly price path from 22 Aug 2025 to 14 Aug 2026

ExxonMobil Holdings Corp's Dividend Analysis

This article first appeared on GuruFocus. Assessing the Upcoming Payout and Long-Term Sustainability of XOM's Dividend ExxonMobil Holdings Corp (NYSE:XOM) recently announced a total dividend of $1.03 per share, with the ex-dividend date set for 2026-08-17. This upcoming payment, which includes a $1.03 per …

XOM main company XOM main company XOM main company XOM main company
Sharemaestro market context Trend signal active 52 weeks +68.6% XOM stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Could Microsoft spin off Xbox? Why it might be worth billions

Peter Levin of Griffin Gaming Partners explains to Yahoo Finance Executive EditorBrian Sozzi why Xbox could be strategically expendable within Microsoft while its franchises, platform, and intellectual property may represent a multibillion-dollar standalone asset. He then breaks down why Grand Theft Auto takes a …

MSFT main company MSFT main company MSFT34 main company MSFT main company MSFT main company MSFT main company +4 more
Sharemaestro market context Trend signal started 52 weeks -10.5% · Next-week setup positive 59.1% MSFT stored weekly price path from 22 Aug 2025 to 14 Aug 2026

United Therapeutics Corporation Announces Full Enrollment of the TETON-PPF Study of Inhaled Treprostinil for the Treatment of Progressive Pulmonary Fibrosis

Approximately 200,000 patients in the United States have PPF, with limited treatment options Topline data expected in the second half of 2027 SILVER SPRING, Md. & RESEARCH TRIANGLE PARK, N.C., August 17, 2026--(BUSINESS WIRE)--United Therapeutics Corporation (Nasdaq: UTHR) announced full enrollment of its TETON-PPF …

U2TH34 main company UTHR main company
Sharemaestro market context Price below Trend Line 52 weeks +53.0% · Next-week setup negative 21.3% U2TH34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Nvidia Likely to Post Strong Results But Investors to Focus More on Long-Term Growth Drivers, Morgan Stanley Says

Nvidia (NVDA) is expected to post strong fiscal second-quarter results, but investors are likely to 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 …

NVDA main company NVDA main company
Sharemaestro market context Trend signal active 52 weeks +15.8% NVDA stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Sandisk Stock Is Getting Its Mojo Back Amid China Memory-Chip Move

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 …

SNDK1 main company SNDK main company
Sharemaestro market context Trend signal active 52 weeks +3017.8% SNDK1 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Intel, Oracle, Marvell, Alibaba, and More Stocks That Explain Today’s Market

Chips and memory stocks are catching a bid at the start of what could be a quiet week for the market. Continue Reading

ORCL main company ORC main company
Sharemaestro market context Price below Trend Line 52 weeks -24.8% ORCL stored weekly price path from 22 Aug 2025 to 14 Aug 2026

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