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Power Semis Soar Monday: Wolfspeed, STMicro and On Semiconductor Rally on Vera Rubin Ramp Signals

Quick Read WOLF surged 6% and ON jumped 3% after Mizuho flagged a faster NVIDIA Vera Rubin ramp anchored by xAI and Meta starting Q4 2026. El-Khoury says power content per rack rises from $15,000 to $115,000 under 800V DC, with AI data center revenue doubling in 2026. ON Semiconductor's September 16 Analyst Day and NVIDIA's next quarterly …

HEICO A’s 22.8% quarter leaves it 1.7% from a high, with aerospace confirmation still thin

HEICO Corporation’s A shares pushed higher again, but the best evidence is mixed: price and Relative Strength are improving, while volume and industry breadth are less convincing.

HEI-A main company
Sharemaestro market context Trend signal active 52 weeks +12.9% · Next-week setup positive 59.9% HEI-A stored weekly price path from 22 Aug 2025 to 14 Aug 2026

PepsiCo's Brand Refresh: Is it Enough to Win Back Consumers?

PepsiCo Inc. PEP is stepping up efforts to refresh its portfolio as changing consumer preferences and tighter household budgets reshape demand, particularly in North America. The company's strategy combines brand restaging, product innovation, affordability initiatives and sharper marketing to reconnect with consumers. A major …

PEP main company PEP80 main company PEP main company PEPB34 main company PEP main company PEPS main company +1 more
Sharemaestro market context Price below Trend Line 52 weeks +11.5% PEP stored weekly price path from 22 Aug 2025 to 14 Aug 2026

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How Olipop hit $500M in revenue and beat Pepsi's Poppi: Fmr CEO

Olipop Co-Founder and former CEO Ben Goodwin breaks down to Yahoo Finance Executive EditorBrian Sozzi the brand's massive $500 million growth, how they reclaimed the top spot from Poppi, and why health-conscious consumers ultimately don't trust Big Soda giants like Coke and Pepsi. Ben …

PEP main company PEP80 main company PEP main company PEPB34 main company PEP main company PEPS main company +1 more
Sharemaestro market context Price below Trend Line 52 weeks +11.5% PEP stored weekly price path from 22 Aug 2025 to 14 Aug 2026

State of Wyoming Invests $3.15 Million in Lattice Semiconductor Corporation $LSCC

The State of Wyoming recently acquired a $3.15 million stake in Lattice Semiconductor Corporation, buying 20,626 shares during the second quarter. This investment makes Lattice Semiconductor the 24th largest position in Wyoming's portfolio. Institutional investors collectively own 98.08% of the company, and analysts generally …

LSCC main company
Sharemaestro market context Trend signal active 52 weeks +103.3% LSCC stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Is Silicon Laboratories (SLAB) Undervalued Following Earnings And Its BG2B Launch?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Why Silicon Laboratories stock is in focus after fresh earnings and product news Silicon Laboratories (SLAB) is back on investors' radar after second …

SLAB main company S2LA34 main company
Sharemaestro market context Trend signal active 52 weeks +50.5% SLAB stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Legacy CG LLC Reduces Stock Holdings in PepsiCo, Inc. $PEP

Legacy CG LLC significantly reduced its stake in PepsiCo (NASDAQ:PEP) by 81.3% in the second quarter, selling over 21,000 shares. Despite this, PepsiCo reported strong quarterly revenues of $24.18 billion and adjusted earnings of $2.20 per share, surpassing estimates, and declared a quarterly dividend …

PEP main company
Sharemaestro market context Price below Trend Line 52 weeks -2.1% PEP stored weekly price path from 22 Aug 2025 to 14 Aug 2026

PepsiCo, Inc. $PEP Shares Bought by Sumitomo Mitsui DS Asset Management Company Ltd

Sumitomo Mitsui DS Asset Management Company Ltd increased its stake in PepsiCo, Inc. (NASDAQ:PEP) by 7.3% in the second quarter, now owning 211,745 shares valued at $28.67 million. Despite the institutional buying, analysts maintain a "Hold" consensus rating with an average price target of …

PEP main company
Sharemaestro market context Price below Trend Line 52 weeks -2.1% PEP stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Silicon Laboratories (SLAB) Unveils BG2B Chip For More Efficient And Secure IoT Devices

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Silicon Laboratories (NasdaqGS: SLAB) announced the BG2B Bluetooth Low Energy SoC for IoT devices, targeting higher power efficiency, security, and integration. The BG2B chip is part of …

SLAB main company S2LA34 main company
Sharemaestro market context Trend signal active 52 weeks +50.5% SLAB stored weekly price path from 22 Aug 2025 to 14 Aug 2026

What Is Silicon Motion Technology (SIMO) Unveiling For Agentic AI Storage?

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. Silicon Motion Technology (NasdaqGS: SIMO) introduced its MonTitan SSD Reference Design Kit featuring next …

SIMON main company SIMO main company
Sharemaestro market context Trend signal active 52 weeks +222.5% · Next-week setup negative 14.4% SIMON stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Gladstone Capital pares Taiwan Semiconductor stake by 45,846

Gladstone Capital Management Llp, managed by David Gladstone, recently reduced its stake in Taiwan Semiconductor Manufacturing Company Limited (TSM) by 45,846 shares. Despite this, TSM shares have seen a significant year-to-date rally, with analysts raising price targets due to strong financial performance and demand …

TSM main company
Sharemaestro market context Trend signal active 52 weeks +85.0% · Next-week setup positive 58.9% TSM stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Credicorp (NYSE:BAP) Stock Looks Strong On Earnings But Fair Value Still Leads

Credicorp (NYSE:BAP) has shown strong multi-year share price growth and appears undervalued according to both intrinsic value estimates and earnings-based multiples. Despite a 434.1% 5-year return, the stock is estimated to be undervalued by approximately 21.6% based on the Excess Returns model and trades …

BAP main company
Sharemaestro market context Trend signal active 52 weeks +58.6% · Next-week setup positive 62.9% BAP stored weekly price path from 22 Aug 2025 to 14 Aug 2026

NXP Semiconductors Sees Demand Rebound as Auto, AI and Data Center Growth Accelerate

NXP Semiconductors is experiencing a significant demand rebound across its markets, with book-to-bill ratios exceeding one and normalized distribution inventory. Key growth drivers include automotive technology, particularly software-defined vehicles and AI applications, and the data center business, which is projected to double this year. …

NXPI main company
Sharemaestro market context Price below Trend Line 52 weeks +1.4% NXPI stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Aeromexico (NYSE:AERO) Stock Looks Cheap On Value But Weak On Returns

Aeromexico (NYSE:AERO) stock has dropped 27.8% year-to-date, yet valuation checks suggest it remains undervalued, trading below its industry and peer average P/E ratios. The company's P/E of 10.8x is significantly lower than a tailored fair P/E of 26.0x, indicating a potential discount. The key …

AERO main company
Sharemaestro market context Price below Trend Line 41 weeks -18.8% AERO stored weekly price path from 7 Nov 2025 to 14 Aug 2026

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