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Key Points Memory chips continue to be a damper on the AI build-out. Wall Street expects huge growth for both companies over the next year. 10 stocks we like better than Micron Technology › Micron Technology(NASDAQ: MU) and Sandisk (NASDAQ: SNDK) have been up …
Sharemaestro market context Trend signal started 30 weeks +167.7% · Next-week setup negative 40.0%This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the software and cloud giant sitting at the center of the AI buildout, rose approximately 1.3% Thursday morning as Pershing Square laid out why it remains bullish. Forget the fact that this is not a new …
Bloomberg's James Crombie joins Emily Graffeo on "Real Yield." Bond traders dialed back measures of credit risk associated with Nvidia after the company said it would limit its exposure in a $500 billion plan to finance the type of AI investments that are driving …
Sharemaestro market context Trend signal active 52 weeks +22.1%CoreWeave (CRWV) and Nebius Group (NBIS) are specialized AI cloud infrastructure providers often referred to as neoclouds or GPU hyperscalers. Unlike legacy cloud providers like Amazon Web Services (AWS), Microsoft Azure, and Google Cloud, which were designed for web servers and enterprise IT, Nebius …
This article first appeared on GuruFocus. Nvidia Corp. (NVDA, Financials), the dominant supplier of artificial intelligence chips, has rallied 6.6% over the past five days as investors position for its Aug. 26 earnings report. Goldman Sachs cautioned that the recent run has raised the …
This article first appeared on GuruFocus. Apple (NASDAQ:AAPL), the consumer-tech giant behind the iPhone and one of the world's most powerful digital ecosystems, rose roughly 0.9% Thursday morning as Norway's Government Pension Fund Global revealed the sheer size of its Apple bet. The fund …
Sharemaestro market context Stored weekly price path 29 weeks +32.9% · Next-week setup positive 61.4%This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOGL) is facing another test of its ability to retain elite AI talent after former Google chief scientist Jeff Dean reportedly entered talks to raise $1 billion for his new startup, Discovery Loop, at a valuation near …
This article first appeared on GuruFocus. IREN (NASDAQ:IREN) shares climbed about 5% on Thursday after the company confirmed that its first artificial intelligence cloud installation for Microsoft (NASDAQ:MSFT) had been delivered and accepted. The project, called Horizon 1, represents the first of four planned …
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA), the AI-chip powerhouse at the center of the global computing boom, gained approximately 0.8% Thursday morning as another striking measure of its market dominance emerged. Norway's Government Pension Fund Global now counts Nvidia as its single …
Sharemaestro market context Trend signal active 52 weeks +22.1%This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOG), the parent of Google, YouTube and Google Cloud, climbed approximately 1.1% Thursday morning as Norway's Government Pension Fund Global revealed the sheer size of its bet on the tech giant. The fund valued its Alphabet position …
Sharemaestro market context Stored weekly price path 29 weeks +32.9% · Next-week setup positive 61.4%This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is winning a more bullish call from JPMorgan (NYSE:JPM) as accelerating Azure growth and expanding Copilot adoption strengthen the case that its massive AI infrastructure buildout is beginning to translate into higher-value software revenue. Analyst Samik …
Sharemaestro market context Trend signal started 52 weeks -2.8% · Next-week setup negative 38.7%Intuit Inc. INTU is significantly expanding its mid-market strategy by positioning QuickBooks Online Advanced for larger, fast-growing businesses and Intuit Enterprise Suite ("IES") for complex, multi-entity organizations. Its key product push, Intuit Intelligence Chat, allows finance teams to ask questions, generate reports, identify anomalies, …
Nvidia recently unveiled memorandums of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to create independent compute financing platforms intended to mobilize over US$500.00 billion of third‑party capital for global AI infrastructure buildouts across data centers and "AI factories." This move effectively …
Sharemaestro market context Trend signal active 52 weeks +22.1%Microsoft (NASDAQ:MSFT) once treated the idea of leaving China as unthinkable. Back in 2010, when Google walked away over censorship concerns, Bill Gates and then-CEO Steve Ballmer thought Google was overreacting. Fast forward to August 13, and Reuters reports that at least 15 Microsoft …
Alphabet GOOGL shares closed at $343.54 on Wednesday, a drop of 19% from the 52-week high of $408.61 on May 18. The decline can be attributed to rising capital expenditure as GOOGL focuses on building its AI infrastructure. In the second quarter of 2026, …
Sharemaestro market context Stored weekly price path 29 weeks +32.9% · Next-week setup positive 61.4%This article first appeared on GuruFocus. Bank of America (BAC) is becoming more bullish on processors as the rise of AI agents could create a larger role for CPUs inside data centers. The firm now sees the server CPU opportunity surpassing $210 billion by …
Sharemaestro market context Trend signal active 52 weeks +22.1%Quick Read Zero of 62 analysts rate AMZN a Sell, and the 24/7 Wall St. model targets $353, implying 32% upside with 90% confidence. MSFT fell 6% over the past year while GOOGL surged 69%, making AMZN's 21% gain the laggard with the most …
This article first appeared on GuruFocus. Memory-chip maker Micron Technology Inc. (MU, Financials) fell in premarket trading as investors assessed a new pessimistic forecast from Michael Burry (Trades, Portfolio) and increasing competition from Chinese memory suppliers.Burry said he boosted to his Micron short around …
Sharemaestro market context Trend signal started 30 weeks +167.7% · Next-week setup negative 40.0%This article first appeared on GuruFocus. Apple (NASDAQ:AAPL) is reportedly negotiating multiyear deals with publishers to feed current news and information into its revamped Siri, a move that could help solve one of Apple's biggest AI challenges: giving its assistant timely, authoritative information as …
This article first appeared on GuruFocus. China's Yangtze Memory Technologies has overtaken Micron Technology (NASDAQ:MU) and Kioxia in global NAND shipments, highlighting China's growing presence in a memory market being reshaped by severe supply constraints. But for Micron investors, the headline market-share loss looks …
Microsoft stock's trend remains intact, according to David Keller of Sierra Alpha Research, who explains why. Continue Reading
This article first appeared on GuruFocus. Software and cloud giant Microsoft Corp. (MSFT, Financials) has been steadily decreasing its footprint in China as the market becomes difficult to explain due to geopolitical pressure, local rivalry and U.S. export restrictions.Microsoft has shuttered at least 15 …
Nvidia and Intel are trying to solve two very different problems, though both are tied to the AI data-center boom. Continue Reading
[Meta European head office] Derick Hudson Meta Platforms (META [https://seekingalpha.com/symbol/META]) announced on Thursday that it has revoked access to more than 750K Facebook and Instagram accounts in Australia that it assessed as belonging to users under 16 since complying with the country’s social media …
Sharemaestro market context Price below Trend Line 52 weeks -23.7% · Next-week setup negative 44.1%Quick Read Meta trades 26% below Wall Street's $754 average price target, with 55 of 62 analysts holding Buy ratings despite a brutal post-earnings selloff. META's $31 billion quarterly capex cratered free cash flow 91%, yet analyst conviction dwarfs digital ad peers RDDT and …
Sharemaestro market context Price below Trend Line 52 weeks -23.7% · Next-week setup negative 44.1%Quick Read Apple (AAPL) earns a BUY at 90% confidence with a $359 price target implying 19% upside, backed by nine consecutive earnings beats. While Alphabet (GOOGL) trades at 15x earnings and Microsoft (MSFT) at 27x, Apple's $4.4 trillion capital return machine justifies its …
Sharemaestro market context Stored weekly price path 29 weeks +32.9% · Next-week setup positive 61.4%Iren Ltd. (NASDAQ:IREN) has been transitioning itself from being a Bitcoin miner into a major neocloud provider. The company has been leveraging its massive power infrastructure to provide AI cloud compute for tech giants such as NVIDIA Corporation (NASDAQ:NVDA) and Microsoft Corporation (NASDAQ:MSFT). No …
Key Points Oklo recently acquired Atomic Alchemy, which will expand the company's capabilities beyond selling SMRs. As the second-largest uranium miner, Cameco is the force fueling the nuclear industry recovery. Nuclear energy is needed to meet the ever-growing power demand of AI and data …
HubSpot, Inc. HUBS has come under pressure even as its second-quarter results showed continued revenue growth, customer expansion and rising AI adoption. The stock's decline puts greater focus on whether the company can convert its AI investments and enterprise momentum into durable growth. The …
The hedge fund manager has added Visa, Mastercard, Netflix and three other new investments to his portfolios. Continue Reading
Fireflies AI Email Assistant triages incoming mail, drafts replies, and suggests follow-ups using context from meetings, not just a single email thread. Available today on all plans including free SAN FRANCISCO, Aug. 13, 2026 (GLOBE NEWSWIRE) -- Fireflies.ai, the AI Work Assistant used by …
Given that the stock's only a tad below analysts' consensus price target of $525.08 following the recent release of its second-quarter results, Berkshire Hathaway's (NYSE: BRKA) (NYSE: BRKB) Class B shares appear to be fully and fairly valued. And maybe they are. Dig deeper, …
Sharemaestro market context Trend signal active 52 weeks +9.5%Unprecedented moves in the AI space this week are giving stock market experts flashbacks to one of the most famous corporate scandals in history, stoking fears that we're in line for a similarly catastrophic fallout. The headline-worthy $500 billion that Wall Street just announced …
Sharemaestro market context Trend signal active 52 weeks +22.1%Space stock Intuitive Machines (NASDAQ: LUNR) tumbled 3% through 11:05 a.m. ET Thursday morning -- but it could have been worse. After reporting a big earnings miss for Q2 this morning, shares were at one point down as much as 16%! So what went …
Sharemaestro market context Trend signal active 52 weeks +22.1%Quick Read CoreWeave's $104 billion contracted backlog, with $25 billion in fresh Q3 commitments, gives the company multi-year revenue visibility few high-growth rivals can match. CRWV trades 28% below analyst targets, but NVDA supplier concentration and a debt-to-equity of 8.94 make leverage the defining …
Sharemaestro market context Trend signal active 52 weeks +22.1%Quick Read Nvidia's A100 GPUs launched in 2020 still command meaningful rental rates in 2026, pushing CoreWeave's contracted customer demand above $129 billion. Nvidia is mobilizing over $500 billion in third-party capital and backing residual values up to 25%, with CME compute futures set …
Sharemaestro market context Trend signal active 52 weeks +22.1%Search by ticker symbol or company name and select a result to open its chart.