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NVIDIA's Jensen Huang Says AI Isn’t Just Tech Anymore — It’s Infrastructure, and Wall Street Is Financing It

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. NVIDIA Corp. stock gained nearly 1% in Tuesday's premarket trading as investors weighed fresh efforts to finance large-scale AI infrastructure and GPU deployments. The world's most valuable …

NVDA80 main company NVDA01 main company
Sharemaestro market context Trend signal active 52 weeks +22.1% NVDA80 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Cerebras Systems Reports Solid Earnings. The Stock Is Plunging.

Cerebras Systems stock has had a wild ride in a crowded field. Its stock was down despite a strong earnings report. Continue Reading

NVDA80 mentioned NVDA01 mentioned
Sharemaestro market context Trend signal active 52 weeks +22.1% NVDA80 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Quantum computing goes mainstream with Quantinuum and Oracle partnership

Quantinuum (QNT) CEO and president Rajeeb Hazra announces his partnership with Oracle (ORCL)and explains how its quantum computing technology will be integrated into Oracle's ecosystem. Video Transcript 00:04 Speaker A Sure. 00:05 Speaker A We're excited about this deal because it's an industry first …

ORCL01 mentioned
Sharemaestro market context Price below Trend Line 30 weeks -19.6% ORCL01 stored weekly price path from 16 Jan 2026 to 7 Aug 2026

Intuitive Surgical (ISRG) Beats On Q2 As Investors Ask If The Bull Case Is Priced In

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Intuitive Surgical (ISRG) shook investors after reporting strong Q2 2026 revenue and earnings that beat expectations, while revealing slower U.S. procedure growth and …

ISRG19 mentioned
Sharemaestro market context Stored weekly price path 29 weeks -27.7% · Next-week setup negative 30.8% ISRG19 stored weekly price path from 23 Jan 2026 to 7 Aug 2026

Abbott Laboratories (ABT) Ties Lingo Glucose Data To AI Health Tools

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Abbott Laboratories (NYSE:ABT) and Google Health announced a multi year partnership to integrate Abbott's Lingo biowearable glucose data with Google's AI driven consumer health …

GOOG80 mentioned
Sharemaestro market context Trend signal active 52 weeks +78.1% GOOG80 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

AMD (AMD) Trades at a Premium: Phillip Securities Says AI Growth Justifies It

Advanced Micro Devices, Inc. (NASDAQ:AMD) is trading at roughly 70x forward earnings, but Phillip Securities believes this premium is justified given its positioning for rising agentic AI demand. On August 11, the firm's analyst Yik Ban Chong reiterated a Buy rating on the stock …

NVDA80 mentioned NVDA01 mentioned
Sharemaestro market context Trend signal active 52 weeks +22.1% NVDA80 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

NowVertical Group Announces Second Quarter 2026 Earnings Release Date and Financial Update Webinar

NowVertical Group Inc TORONTO, Aug. 12, 2026 (GLOBE NEWSWIRE) -- NowVertical Group Inc. (TSX-V: NOW) ("NowVertical" or the "Company"), a data and AI solutions and services provider, will announce its 2026 second quarter financial results before the market open on Tuesday, August 18, 2026. …

NOW19 mentioned
Sharemaestro market context Stored weekly price path 29 weeks -1.0% · Next-week setup negative 43.3% NOW19 stored weekly price path from 23 Jan 2026 to 7 Aug 2026

Google’s Pixel 11 isn’t the story; Gemini AI is

Yahoo Finance Tech Editor joins Josh Lipton on Market Domination Overtime to discuss Google's (GOOG, GOOGL) new Pixel 11 smartphone lineup and its deeper integration of Gemini AI. Video Transcript 00:00 Speaker A This is their kind of, you know, big push that they're …

AAPL19 mentioned GOOG80 mentioned
Sharemaestro market context Stored weekly price path 29 weeks +32.9% · Next-week setup positive 61.4% AAPL19 stored weekly price path from 23 Jan 2026 to 7 Aug 2026

Michael Burry Drops Stark Take on Nvidia Stock

This article first appeared on GuruFocus. Michael Burry (Trades, Portfolio) is taking aim at Nvidia's (NASDAQ:NVDA) $500 billion AI-infrastructure financing strategy, arguing that Wall Street is building a dangerously leveraged system around GPU demand that echoes risks seen before the 2008 financial crisis. The …

NVDA80 mentioned NVDA01 mentioned
Sharemaestro market context Trend signal active 52 weeks +22.1% NVDA80 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Apple’s CXMT Bet Could Strengthen Its Memory Supply, But Risks Remain

Apple Inc. (NASDAQ:AAPL) is testing DRAM chips from China's ChangXin Memory Technologies (CXMT) across several product lines, including iPhones and MacBooks. The move comes as Apple deals with a tight memory supply market driven by strong demand from the artificial intelligence industry. At the …

MICRON01 mentioned AAPL19 mentioned
Sharemaestro market context Trend signal started 30 weeks +167.7% · Next-week setup negative 40.0% MICRON01 stored weekly price path from 16 Jan 2026 to 7 Aug 2026

Samsung Sends Fresh Signal to Micron Investors

This article first appeared on GuruFocus. Samsung (SSNLF) Electronics retained the top spot in the global NAND market during the second quarter, but SK Hynix (NASDAQ:SKHY) is closing the gap as artificial-intelligence workloads rapidly reshape demand for high-performance storage. The shift matters for investors …

MICRON01 main company MICRON19 main company
Sharemaestro market context Trend signal started 30 weeks +167.7% · Next-week setup negative 40.0% MICRON01 stored weekly price path from 16 Jan 2026 to 7 Aug 2026

Wells Fargo Has Fresh Message for Microsoft Investors

This article first appeared on GuruFocus. Wells Fargo sees therapid improvement of open AI models as a potential tailwind for Microsoft (NASDAQ:MSFT) and ServiceNow (NYSE:NOW), arguing that cheaper intelligence could strengthen established software platforms rather than disrupt them. The key investor implication is that …

NVDA80 mentioned NVDA01 mentioned MSFT19 mentioned NOW19 mentioned
Sharemaestro market context Trend signal active 52 weeks +22.1% NVDA80 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Apple (AAPL) Stock Looks Pricey On Cash Flow Yet Fair On Earnings

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Apple stock has more than doubled over the past five years, yet the latest valuation checks suggest the current share price may be running ahead of what …

AAPL01 main company AAPL19 main company
Sharemaestro market context Trend signal active 52 weeks +36.9% AAPL01 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Notable Two Hundred Day Moving Average Cross - MSFY

In trading on Wednesday, shares of the Kurv Yield Premium Strategy Microsoft MSFT ETF (Symbol: MSFY) crossed below their 200 day moving average of $20.48, changing hands as low as $20.11 per share. Kurv Yield Premium Strategy Microsoft MSFT shares are currently trading off …

MSFT19 mentioned
Sharemaestro market context Stored weekly price path 29 weeks +17.5% · Next-week setup negative 31.1% MSFT19 stored weekly price path from 23 Jan 2026 to 7 Aug 2026

What’s Going On With ServiceNow (NOW)?

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. ServiceNow (NOW) is back in focus after a beat and raise second quarter, where revenue and profitability came in ahead of company guidance and annual …

NOW19 main company
Sharemaestro market context Stored weekly price path 29 weeks -1.0% · Next-week setup negative 43.3% NOW19 stored weekly price path from 23 Jan 2026 to 7 Aug 2026

Cerebras raises annual targets on strong AI chip demand

By Anhata Rooprai and Max A. Cherney Aug 12 (Reuters) - Cerebras Systems raised its annual revenue and gross margin forecasts on Wednesday, buoyed by robust demand for its chips from ‌companies ramping up data-center capacity to power AI services. Still, its shares were …

NVDA80 mentioned NVDA01 mentioned
Sharemaestro market context Trend signal active 52 weeks +22.1% NVDA80 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Oracle (ORCL) Adds Quantum Computing To Its Cloud, So What’s The Catch?

Oracle (NYSE:ORCL) just gave its cloud story a new frontier. On August 12, the company announced a multi-year partnership with Quantinuum to bring quantum computing to Oracle Cloud Infrastructure, adding one more growth narrative to a stock that has already been on a wild …

ORCL01 mentioned
Sharemaestro market context Price below Trend Line 30 weeks -19.6% ORCL01 stored weekly price path from 16 Jan 2026 to 7 Aug 2026

Sector Update: Tech Stocks Gain Late Afternoon

Tech stocks were higher late Wednesday afternoon, with the State Street Technology Select Sector SPD 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 …

AAPL19 mentioned
Sharemaestro market context Stored weekly price path 29 weeks +32.9% · Next-week setup positive 61.4% AAPL19 stored weekly price path from 23 Jan 2026 to 7 Aug 2026

Salesforce Poised to Temper Revenue Growth Acceleration Outlook for Second Half, UBS Says

Salesforce (CRM) could temper expectations for an acceleration in second-half revenue amid mixed cus 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 a …

CRM01 mentioned
Sharemaestro market context Price above Trend Line 30 weeks -15.0% · Next-week setup negative 44.4% CRM01 stored weekly price path from 16 Jan 2026 to 7 Aug 2026

Resideo (REZI) Q2 Earnings Report Preview: What To Look For

Resideo (REZI) Q2 Earnings Report Preview: What To Look For Home automation and security solutions provider Resideo Technologies (NYSE:REZI) will be reporting results this Wednesday after the bell. Here's what investors should know. Resideo beat analysts' revenue expectations last quarter, reporting revenues of $1.91 …

NVDA80 mentioned NVDA01 mentioned
Sharemaestro market context Trend signal active 52 weeks +22.1% NVDA80 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

AI Data Center Demand to TRIPLE by 2030 | GXO CEO on Logistics Impact

GXO Logistics CEO Patrick Kelleher reveals the immense growth in AI data center demand, predicting capacity will triple by 2030. Discover how this surge, along with warehouse robotics and redomestication, is reshaping the global supply chain and creating new opportunities for logistics providers. Kelleher …

NVDA80 mentioned NVDA01 mentioned
Sharemaestro market context Trend signal active 52 weeks +22.1% NVDA80 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Google Takes Bigger Swing at Apple With Pixel 11

This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOGL) is raising the stakes in its hardware battle with Apple (NASDAQ:AAPL), unveiling a pricier Pixel 11 lineup built around deeper Gemini integration just weeks before Apple's expected annual iPhone refresh. The $100 increase on Google's base …

AAPL01 main company AAPL19 main company GOOG80 mentioned
Sharemaestro market context Trend signal active 52 weeks +36.9% AAPL01 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

GF Securities Revisits AI Stock Rebound

This article first appeared on GuruFocus. GF Securities is betting the pullback in artificial-intelligence stocks has largely run its course, adding Advanced Micro Devices (NASDAQ:AMD), Lumentum (NASDAQ:LITE), Foxconn and Semtech to its preferred list as valuations reset and hyperscalers show greater confidence in AI …

ASML01 mentioned
Sharemaestro market context Trend signal active 52 weeks +139.7% ASML01 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Google Raises Pixel 11 Prices by $100

This article first appeared on GuruFocus. Higher memory costs are starting to affect consumer electronics more directly, Alphabet Inc. (GOOGL, Financials), the parent of Google, upped pricing on its new Pixel 11 smartphone range. The Pixel 11 starts at $899, with the Pixel 11 …

GOOG80 mentioned
Sharemaestro market context Trend signal active 52 weeks +78.1% GOOG80 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Can Ryanair’s (RYAAY) New AI Deal Offset Its Falling Fares?

Ryanair (NASDAQ:RYAAY) just handed Google a five-year cloud contract, and the timing says a lot. On August 12, Europe's largest airline by passenger numbers said it would deploy Gemini AI tools and DeepMind models across its operations, rolling out Google Workspace and Google Cloud …

GOOG80 mentioned
Sharemaestro market context Trend signal active 52 weeks +78.1% GOOG80 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Oracle Stock Climbs After Quantum Deal, Layoffs Report

Oracle struck a partnership deal with Quantinuum. The tech giant is also considering additional layoffs as it invests in AI. Continue Reading

ORCL01 mentioned
Sharemaestro market context Price below Trend Line 30 weeks -19.6% ORCL01 stored weekly price path from 16 Jan 2026 to 7 Aug 2026

Formlabs Announces Former Apple Hardware Chief Dan Riccio as a Strategic Advisor and Board Changes

Dan Riccio, Former Senior Vice President, Hardware Engineering at Apple, joins Formlabs as a strategic advisor and an investor Co-Founder and Chief Executive Officer, Maxim Lobovsky, has assumed the role of Chairman of the Board Chief Product Officer, Dávid Lakatos, has been named President …

AAPL19 mentioned
Sharemaestro market context Stored weekly price path 29 weeks +32.9% · Next-week setup positive 61.4% AAPL19 stored weekly price path from 23 Jan 2026 to 7 Aug 2026

Western Digital & 2 Momentum Stocks That Could Soar in 2026

Investors should focus on stocks with strong momentum to maximize returns this year. One way to uncover stocks with strong upside potential is to adopt Richard Driehaus's "buy high and sell higher" strategy. His momentum-driven philosophy was designed to identify market-beating opportunities and ultimately …

DDOG19 mentioned
Sharemaestro market context Stored weekly price path 29 weeks +81.8% · Next-week setup positive 58.8% DDOG19 stored weekly price path from 23 Jan 2026 to 7 Aug 2026

Saturn Cloud Integrates NVIDIA DSX OS Into Its AI Token Factory Platform

Saturn Cloud has integrated NVIDIA DSX OS into its platform, giving neocloud operators a way to turn NVIDIA infrastructure into a token-metered service they can sell. NEW YORK, Aug. 12, 2026 /PRNewswire/ -- Saturn Cloud, the AI token factory platform and an NVIDIA portfolio …

NVDA80 main company NVDA01 main company
Sharemaestro market context Trend signal active 52 weeks +22.1% NVDA80 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

CloudSEK Identifies More than 2,500 Organisations Potentially Impacted by AI Supply Chain Exposure Affecting 434,000 Software Pipelines

Global companies across the technology, finance, telecom, cybersecurity, manufacturing, and logistics sectors are among the organisations linked to the exposure JERSEY CITY, N.J., Aug. 12, 2026 /PRNewswire/ -- CloudSek, an AI-native predictive cyber-intelligence company, today announced that it has identified more than 2,500 organisations …

NVDA80 mentioned NVDA01 mentioned NOW19 mentioned
Sharemaestro market context Trend signal active 52 weeks +22.1% NVDA80 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

IBM Landed A $240M AI Deal. Is That Enough?

IBM (NYSE:IBM) just signed a $240 million deal with Together AI to build an Nvidia (NASDAQ:NVDA)-powered AI inference cluster on IBM Cloud, announced August 11. Together AI's chief revenue officer Kai Mak says demand is so strong the cluster will sell out two to …

NVDA80 mentioned NVDA01 mentioned
Sharemaestro market context Trend signal active 52 weeks +22.1% NVDA80 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Michael Burry adds to Nvidia and Palantir shorts while loading up on Molina Healthcare, which is down 54% from its high

Jim Spellman/WireImage Michael Burry, who was made famous by The Big Short, is doubling down on his bearish bets against some of the market's biggest AI and infrastructure names, while simultaneously increasing his investment in a healthcare company he has repeatedly argued is undervalued. …

NVDA80 main company NVDA01 main company PLTR01 mentioned ORCL01 mentioned
Sharemaestro market context Trend signal active 52 weeks +22.1% NVDA80 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Shopify Inc. (SHOP) Soars as Jim Cramer Applauds AI-Driven Business Formation

Software platforms faced selling pressure due to concerns that generative AI tools would replace traditional software architectures. However, Shopify Inc. (NASDAQ:SHOP) broke away from sector headwinds after second-quarter financial results showed AI tools driving business formation rather than displacing its e-commerce infrastructure. Because Shopify …

MSFT19 mentioned
Sharemaestro market context Stored weekly price path 29 weeks +17.5% · Next-week setup negative 31.1% MSFT19 stored weekly price path from 23 Jan 2026 to 7 Aug 2026

CoreWeave (CRWV) and Super Micro (SMCI) Earnings Show AI Spending Is Still Surging

AI infrastructure stocks rose on Wednesday after strong quarterly financial reports from AI server hardware maker Super Micro Computer Inc. (NASDAQ:SMCI) and neocloud providers CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group NV (NASDAQ:NBIS). Big Tech companies have already signaled that spending on AI would not …

NVDA80 mentioned NVDA01 mentioned
Sharemaestro market context Trend signal active 52 weeks +22.1% NVDA80 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

ISRG's US Procedure Growth Slows: Is ACA Headwind a Temporary Concern?

Intuitive Surgical ISRG has faced a moderation in U.S. procedure growth during the first half of 2026, but management's commentary suggests the slowdown is more likely a temporary demand-timing issue than evidence of a structural deterioration. U.S. da Vinci procedures grew 12% in the …

ISRG19 mentioned
Sharemaestro market context Stored weekly price path 29 weeks -27.7% · Next-week setup negative 30.8% ISRG19 stored weekly price path from 23 Jan 2026 to 7 Aug 2026

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