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Microsoft Corporation (MSFT) vs. Meta Platforms, Inc. (META): Two Different Bets Behind Big Tech’s $1 Trillion Lease Bill

On August 4, Reuters reported that Microsoft Corporation (NASDAQ:MSFT), Meta Platforms, Inc. (NASDAQ:META), Oracle, Amazon, and Alphabet have together committed roughly $1.09 trillion in future lease payments for facilities that haven't even opened yet, mostly AI data centers. Microsoft's own pipeline is the largest …

GOOG80 mentioned MSFT19 mentioned ORCL01 mentioned
Sharemaestro market context Trend signal active 52 weeks +78.1% GOOG80 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Why Intel’s $20 Billion Stock Offering Is Actually a Great Sign for the Company

Shares of Intel have been under pressure this week since the chip maker announced a $20 billion stock offering. UBS analyst Timothy Arcuri wrote Wednesday that Intel’s $20 billion stock offering will “remove an overhang” for the stock as it will allow the chip …

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

Baron Opportunity Fund Trimmed Datadog (DDOG) After Rally

Baron Capital, an investment management company, released its Q2 2026 investor letter for the "Baron Opportunity Fund". A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 …

DDOG19 main company
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

Amazon Just Exploded 13% on Its AWS Quarter. This Fund Pays You Every Friday to Own It

Quick Read AMZN surged 13% after AWS posted 37% revenue growth, and AMZW matched that gain while delivering weekly distributions at roughly a 40% annualized rate. Unlike typical covered-call ETFs that sacrifice upside during big rallies, AMZW's swap structure tracked AMZN's full move while …

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

Tesla's Japan Sales Surging: Can Its Delivery Network Keep Up?

U.S. electric vehicle (EV) and tech giant Tesla TSLA is gaining momentum in a market that has historically been difficult for foreign automakers to crack. After selling more than 10,000 vehicles in Japan in 2025 (doubling from 2024), Tesla registered roughly 12,000 vehicles in …

TSLA01 mentioned
Sharemaestro market context Price below Trend Line 52 weeks -2.3% · Next-week setup negative 36.8% TSLA01 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Why Is General Motors Exiting Its Indiana Battery Joint Venture?

General Motors Company GM is exiting its joint venture with Samsung SDI by selling its 49.99% stake in the $3.5 billion Indiana battery plant to its South Korean partner. The transaction will make Samsung SDI the sole owner of SDI-GM Synergy Cells Holdings, although …

TSLA01 mentioned
Sharemaestro market context Price below Trend Line 52 weeks -2.3% · Next-week setup negative 36.8% TSLA01 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

This HVAC Stock Has Outperformed Nvidia Over the Past 5 Years. Yes, Really

Nvidia has become so popular as a stock that it has gone from a hot pick to the world's largest company by market capitalization. So, it's somewhat of a surprise that another stock, which many investors may not be familiar with yet, has easily …

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

S&P 500 Earnings Are So Good Investors Are Starting to Worry

(Bloomberg) -- The latest reason to worry about the stock market is quite the doozy: Earnings growth has been too strong. Most Read from Bloomberg Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Trump Weighs Call for Capital Gains …

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

Could Trump’s Capital Gains Plan Hand Warren Buffett a $0 Tax Bill? No — But the Savings Would Be Massive

Quick Read Trump's inflation-indexing plan would raise Buffett's Coca-Cola cost basis from $3.25 to ~$9, barely denting a stock now trading at $86. Inflation indexing would cut Treasury revenue by $200 billion, and executive action could add up to $950 billion to national debt …

BRKB80 mentioned KO80 mentioned
Sharemaestro market context Trend signal active 52 weeks +9.5% BRKB80 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

ArcelorMittal (MT) vs. Microsoft Corporation (MSFT): A Steel Giant Bets Its Future on Azure

On August 3, 2026, Reuters reported that Steelmaker ArcelorMittal S.A. (NYSE:MT) is expanding its partnership with Microsoft Corporation (NASDAQ:MSFT). It is adding Microsoft Fabric, Purview, and Foundry to its Azure-based "Cloud First, Data Centric" strategy, aiming to modernize its IT systems and embed AI …

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

Great News For Tesla Stock Fans

This article first appeared on GuruFocus. Tesla's Model Y secured the No. 2 spot among China's best-selling vehicle models through July, trailing Geely's lower-priced Xingyuan as electric vehicles continued to dominate consumer demand, according to Wednesday sales data from Autohome. Geely's Xingyuan led the …

TSLA01 mentioned
Sharemaestro market context Price below Trend Line 52 weeks -2.3% · Next-week setup negative 36.8% TSLA01 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Nebius Stock Soars 20% As Revenue, EBITDA Beat Estimates

Nebius stock rose after the cloud computing specialist reported a smaller-than-expected Q2 loss while revenue topped expectations. 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

Micron Technology’s (MU) Competitive Edge in a Rapidly Evolving Industry

aron Capital, an investment management company, released its Q2 2026 investor letter for the "Baron Opportunity Fund". A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 …

MICRON01 main company MICRON19 main company ASML01 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

Elon Musk Says AI Will Be SpaceX's Biggest Business by September: Does the Math Check Out?

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. SpaceX(NASDAQ:SPCX) CEO Elon Musk says artificial intelligence will overtake everything else the company sells as soon as next month. In an all-hands meeting, Musk said AI revenue …

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

1 Vanguard ETF That Outperforms the S&P 500 and Still Has Room to Run

Key Points The "Magnificent Seven" stocks account for over 53% of this Vanguard ETF. This has helped the ETF outperform the S&P 500 in 13 of the past 20 years. Sluggish performance among its top 10 holdings has slowed returns this year.10 stocks we …

NVDA80 mentioned NVDA01 mentioned TSLA01 mentioned AAPL19 mentioned MSFT19 mentioned
Sharemaestro market context Trend signal active 52 weeks +22.1% NVDA80 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Quantinuum Stock Heads for Record Following First Earnings Report Since IPO

Quantinuum topped analysts’ estimates in its first quarterly report as a public company, but the real story may not be in the numbers. As an early-stage company, Quantinuum’s revenue is heavily tied to individual contracts and milestone deliveries. The company “delivered a strong 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

MYR Group and Turtle Beach have been highlighted as Zacks Bull and Bear of the Day

For Immediate Release Chicago, IL – August 12, 2026 – Zacks Equity Research shares MYR Group Inc. MYRG as the Bull of the Day and Turtle Beach Corp. TBCH as the Bear of the Day. In addition, Zacks Equity Research provides analysis on Intel …

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

Samsung held top market share spot for NAND during Q2; SK Hynix ranked second: Counterpoint

[Sunrise in spring at Micron Technology] knowlesgallery/iStock Editorial via Getty Images Samsung (SSNLF [https://seekingalpha.com/symbol/SSNLF]) maintained its top spot in the global NAND market during the second quarter of 2026, accounting for 25% of all shipments, according to Counterpoint Research's Memory and Storage Tracker. The …

MICRON01 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

AI infrastructure stocks surge after strong earnings from CoreWeave, Supermicro

What happened: AI infrastructure stocks jumped on Wednesday after blowout results from AI server hardware maker Supermicro (SMCI) and neocloud providers CoreWeave (CRWV) and Nebius Group (NBIS ). AI hosting peers Applied Digital (APLD) and IREN (IREN) moved higher. Other areas of the AI …

MICRON01 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

OpenAI vs. Anthropic: Which AI giant is the better IPO bet?

Yahoo Finance Tech Editor Dan Howley, Breaking News Reporter Jake Conley, and Julie Hyman join on Morning Brief to break down the looming IPO race between OpenAI (OPAI.PVT) and Anthropic (ANTH.PVT) IPOs. Video Transcript 00:00 Speaker A Anthropic, uh, you know, they they 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

The Zacks Analyst Blog Highlights Quantinuum, IonQ, NVIDIA, IBM, QTUM, ARQQ, WQTM and CHPX

For Immediate Release Chicago, IL – August 12, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in …

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

Airbnb vs. PepsiCo: Which Stock Is a Better Buy in 2026?

Should you prioritize the high-growth potential of the digital travel economy or the steady dividends of a global snack titan? Investors choosing between Airbnb (NASDAQ:ABNB) and PepsiCo (NASDAQ:PEP) are weighing two very different paths to wealth. Airbnb operates a massive online marketplace for stays …

PEP80 mentioned
Sharemaestro market context Price below Trend Line 52 weeks -2.7% · Next-week setup positive 57.4% PEP80 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Alacriti Ranked in Top 150 Financial Services Companies on the Inc. 5000 List

Alacriti Fueled by Customer Success and Innovation, Alacriti Earns a Spot on Inc.'s List Of Fastest-Growing Private Companies BRIDGEWATER, N.J., Aug. 12, 2026 (GLOBE NEWSWIRE) -- Alacriti, a leading provider of cloud-based payment technology and money movement solutions, announced its rank in the top …

MSFT19 mentioned ORCL01 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

Supermicro Soars On Report. Why Nvidia Is Also Rallying.

Super Micro Computer's upbeat second-quarter earnings report provided a positive read-through for partner Nvidia. 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

CoreWeave & Super Micro earnings are quieting AI concerns. What does this mean for Nvidia?

CoreWeave (CRWV) and Super Micro Computer (SMCI) stocks are both surging after the companies reported quarterly earnings. Westwood's chief investment officer of alternative and multi-asset investments Adrian Helfert and Yahoo Finance Senior Reporter Brooke DiPalma discuss what the results suggest about overall AI demand. …

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

The Zacks Analyst Blog Highlights NVIDIA and Western Digital

For Immediate Release Chicago, IL – August 12, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in …

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

Berkshire Hathaway (BRK.B) On Weaker Insurance Results And Why Value Still Looks In Focus

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Berkshire Hathaway (BRK.B) is back in focus after its after tax insurance underwriting results fell 13% to US$1.7b in the second quarter, raising fresh questions …

BRKB80 main company
Sharemaestro market context Trend signal active 52 weeks +9.5% BRKB80 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

CoreWeave, Nebius soar as AI spending powers growth

CoreWeave (CRWV) and Nebius (NBIS) shares skyrocket following earnings, as revenue surges to "stupid" levels and demand for AI infrastructure continues to soar. Both companies are benefiting from an AI spending boom that is accelerating faster than Wall Street expected. Video Transcript 00:00 Julie …

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

Stock Market Today: Nasdaq Charges Higher On Inflation Data; Nvidia Ally Soars (Live Coverage)

Stock Market Today: The Dow Jones index rises on a key CPI inflation report. Nvidia partner CoreWeave soars on earnings. 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

Zacks Investment Ideas feature highlights: Archer Aviation, Boeing, Palantir, NVIDIA, SpaceX and United Airlines

For Immediate Release Chicago, IL – August 12, 2026 – Today, Zacks Investment Ideas feature highlights Archer Aviation ACHR, Boeing BA, Palantir PLTR, NVIDIA NVDA, SpaceX SPCX and United Airlines UAL. Archer Aviation: Ready for Takeoff? Zacks Rank #2 (Buy) company Archer Aviation is …

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

Super Micro Advances 13%, Dell Gains 5%, HPE Rises 3% on Blowout AI Server Guidance

Quick Read Super Micro Computer's FY2027 revenue guidance of between $65B and $72B crushed the $52.5B estimate, sending SMCI up 13% and Dell up 5%. NVIDIA gained 2.5% as Super Micro's record $60B order book signals sustained conviction in GPU-powered AI server demand. Barclays, …

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

Why fast food chains like McDonald's and Starbucks are going all in on energy drinks

Fast food chains in search of a sales pick-me-up are back to rolling out energy drinks. The research New research from Citi restaurant analyst Jon Tower on Wednesday easily explains the energy drink push by fast food giants. Here are a few key findings …

SBUX80 mentioned
Sharemaestro market context Trend signal active 52 weeks +18.1% · Next-week setup positive 55.9% SBUX80 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Zacks Investment Ideas feature highlights: SpaceX, Meta, Palantir, Snowflake, Alphabet, AT&T and T-Mobile

For Immediate Release Chicago, IL – August 12, 2026 – Today, Zacks Investment Ideas feature highlights Space Exploration Technologies SPCX, Meta Platforms META, Palantir PLTR, Snowflake SNOW, Alphabet GOOGL, AT&T T and T-Mobile TMUS. Beyond Space: AI Compute & Starlink Drive SpaceX Growth The …

PLTR01 mentioned
Sharemaestro market context Price above Trend Line 30 weeks -6.5% · Next-week setup positive 58.5% PLTR01 stored weekly price path from 16 Jan 2026 to 7 Aug 2026

Google launches Pixel 11 smartphone line, including Pixel 11 Pro Fold, as Apple preps foldable iPhone

Google (GOOG, GOOGL) debuted its latest line of Pixel smartphones on Wednesday, including the Pixel 11, Pixel 11 Pro, Pixel 11 Pro XL, and the foldable Pixel 11 Pro Fold. The devices come as Apple (AAPL) prepares to unveil its iPhone 18 lineup and …

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

Vibe-coding startup Lovable raises $400 million at $13.3 billion valuation

Aug 12 (Reuters) - Swedish vibe-coding startup Lovable said on Wednesday it raised $400 million in Series C ‌funding at a $13.3 billion valuation, double its valuation ‌from December. Menlo Ventures and the EQT-managed Scaleup Europe Fund co-led the ​round. Tencent, Balderton Capital and …

TENCENT11 mentioned
Sharemaestro market context Stored weekly price path 4 weeks +2.5% TENCENT11 stored weekly price path from 17 Jul 2026 to 7 Aug 2026

Palantir and Microsoft Drop. Why the AI Revival Is Hitting Software Stocks.

Palantir slid 1.2% and Microsoft dipped 1.1%. Salesforce ServiceNow and Workday were among the other software stocks trading in the red. The moves came as shares of chip and optical networking companies rallied, following a strong batch of earnings reports that signaled to the …

PLTR01 main company MSFT19 mentioned NOW19 mentioned CRM01 mentioned
Sharemaestro market context Price above Trend Line 30 weeks -6.5% · Next-week setup positive 58.5% PLTR01 stored weekly price path from 16 Jan 2026 to 7 Aug 2026

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