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Google unveils Gemini 3.7 Flash AI model for coding, agent workflows

Aug 13 (Reuters) - Alphabet's Google launched Gemini 3.7 Flash on Thursday, its latest AI model designed for software coding and automated business tasks, but offered ‌no details on when its flagship Pro model will be released. Investors have been ‌closely watching for Gemini …

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

Amazon’s Price Target Says +32% and Not a Single Analyst Says Sell

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 …

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

Google Debuts New Gemini Flash While Top AI Model Still Delayed

(Bloomberg) -- Alphabet Inc.'s Google released another installment of its workhorse Gemini Flash artificial intelligence model, but didn't say when it would release its most powerful AI model, Gemini 3.5 Pro, which has been hampered by delays. Most Read from Bloomberg Anthropic in Talks …

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

Micron Faces a New Burry Bet as China Memory Pressure Builds

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 …

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

Lenovo Jumps 22% as AI Revenue Surges

This article first appeared on GuruFocus. Shares of Lenovo Group Ltd. (LNVGY, Financials), the world's biggest producer of personal computers, rose as much as 22% as quarterly revenue surged 43% and demand for artificial intelligence fueled one of its greatest growth periods in years. …

LENOVO13 main company
Sharemaestro market context Trend signal active 38 weeks +200.9% · Next-week setup negative 40.5% LENOVO13 stored weekly price path from 21 Nov 2025 to 7 Aug 2026

Apple Makes Big iPhone Move in AI Race

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 …

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

Micron Just Lost Ground in Key Memory Market

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 …

MICRON01 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

What Dip? Why Microsoft Stock's Post-Earnings Momentum Is Set To Continue.

Microsoft stock's trend remains intact, according to David Keller of Sierra Alpha Research, who explains why. Continue Reading

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

Microsoft Is Retreating in China, but AI Keeps a Door Open

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 …

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

The Numbers Get Larger and Larger: Inside the AI Financing Scramble

Nvidia and Intel are trying to solve two very different problems, though both are tied to the AI data-center boom. Continue Reading

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

Living Larger and Larger: Inside the AI Financing Scramble

Nvidia and Intel are trying to solve two very different problems, though both are tied to the AI data-center boom. Continue Reading

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

Why Dell Stock Is Climbing Today

This article first appeared on GuruFocus. Dell Technologies (NYSE:DELL) shares climbed about 3% on Thursday after Lenovo Group (LNVGY) reported strong fiscal first-quarter results, highlighting continued demand for AI infrastructure. Lenovo generated $26.94 billion in quarterly revenue, up 43.1% from a year earlier. Its …

LENOVO13 mentioned
Sharemaestro market context Trend signal active 38 weeks +200.9% · Next-week setup negative 40.5% LENOVO13 stored weekly price path from 21 Nov 2025 to 7 Aug 2026

Meta removes 750K+ under-16 accounts in Australia—Here's how AI is helping

[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 …

META80 main company META01 main company
Sharemaestro market context Price below Trend Line 52 weeks -23.7% · Next-week setup negative 44.1% META80 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

OpenAI appoints Wiz COO Dali Rajic as its new CFO

[TechCrunch Disrupt San Francisco 2019 - Day 2] Steve Jennings/Getty Images Entertainment OpenAI (OPENAI [https://seekingalpha.com/symbol/OPENAI]) announced today it was appointing Dali Rajic as its new chief financial officer. Rajic most recently served as the chief operating officer at Wiz, a cloud cybersecurity company that …

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

Meta Remains a Deeply Discounted Giant: Wall Street Expects 30% Gains, One Analyst Expects 100%

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 …

META80 main company META01 main company GOOG80 mentioned
Sharemaestro market context Price below Trend Line 52 weeks -23.7% · Next-week setup negative 44.1% META80 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Super Micro, Dell, and HP Jump After Strong Lenovo Earnings

Quick Read SMCI surged 10% and DELL neared $500 after Lenovo's AI server pipeline jumped 157% sequentially, validating broad end-market AI demand. Super Micro guided FY27 revenue to $72B, beating Wall Street's $53B estimate by nearly $20B, though negative operating cash flow remains a …

LENOVO13 mentioned
Sharemaestro market context Trend signal active 38 weeks +200.9% · Next-week setup negative 40.5% LENOVO13 stored weekly price path from 21 Nov 2025 to 7 Aug 2026

Bill Ackman’s Pershing Square Just Bought Netflix and 5 Other Stocks. Here’s What Investors Need to Know.

Key Points Pershing was able to purchase Netflix stock after a major sell-off earlier this year. Ackman also took new positions in Visa and Mastercard. Ackman and his team bought the dip on stocks that investors have sold amid concerns about disruption from artificial …

NFLX80 main company
Sharemaestro market context Price below Trend Line 52 weeks -39.8% · Next-week setup negative 34.5% NFLX80 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Tesla paid Elon Musk 2.5m times more as CEO than its average worker in 2025

Elon Musk attends a session during the Cannes Lions international festival of creativity on 19 June 2024 in Cannes, France.Photograph: Marc Piasecki/Getty Images Elon Musk received over 2.5m times as much compensation at Tesla as the company's average worker, according to a new report …

TSLA01 main company
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

The Lowest-Beta Mega-Cap Just Got a $358 Target

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 …

AAPL19 mentioned GOOG80 mentioned MSFT19 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

IREN’s $100 Bull Case Hinges on a 5-10x AI Cloud Advantage

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 …

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

4 Nuclear Stocks Riding the AI Power Boom Into 2027 and Beyond

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 …

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 Is Oracle (ORCL) Building With Its New AI And Quantum Deals?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Oracle (NYSE: ORCL) extended its long term collaboration with Amazon Web Services to help enterprises run Oracle AI Database workloads on AWS. The …

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

Bill Ackman buys Netflix again four years after exit, says it has won the streaming wars

Bill Ackman is betting on Netflix again, returning to a stock he abruptly exited about four years ago after a sharp decline in the streaming giant's shares. Ackman's Pershing Square Capital Management disclosed a new position in Netflix in its semiannual report, saying the …

NFLX80 mentioned
Sharemaestro market context Price below Trend Line 52 weeks -39.8% · Next-week setup negative 34.5% NFLX80 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

HubSpot Stock Fell 11.3% in a Week. Is the Weakness an Opportunity?

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 …

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

Bill Ackman Invests in Netflix and Visa in a Tough Year for His Pershing Square Funds

The hedge fund manager has added Visa, Mastercard, Netflix and three other new investments to his portfolios. Continue Reading

NFLX80 main company MSFT19 mentioned
Sharemaestro market context Price below Trend Line 52 weeks -39.8% · Next-week setup negative 34.5% NFLX80 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Fireflies.ai launches Email Assistant, bringing the AI millions rely on for meetings to the inbox

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 …

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

Analysts Are Undervaluing Berkshire Hathaway Now That Greg Abel Is Putting the Company's Cash to Work. But That's Not the Reason.

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, …

BRKB80 main company NVDA80 mentioned NVDA01 mentioned
Sharemaestro market context Trend signal active 52 weeks +9.5% BRKB80 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Michael Burry doubles down on Nvidia short after $500B chip deal he calls a 'Wall Street stunt' with 'shades of Enron'

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 …

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

OpenAI Hires New Chief Revenue Officer After Less Than a Year

(Bloomberg) -- OpenAI is naming its second new chief revenue officer in less than a year, a sign of efforts to bolster sales growth ahead of a highly anticipated Wall Street debut. Most Read from Bloomberg Walter Sells Lakers, Seeks More Cash to Pay …

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

Why Intuitive Machines Stock Dropped Today

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 …

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

Just Keep Following The Money Following CoreWeave’s Spike

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 …

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

Wall Street Is Treating Nvidia GPUs Like Forever Cash-Flow Machines. Here’s What Shatters That Illusion

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 …

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

Nvidia, IBD Stock Of The Day, Nears Buy Point Ahead Of Fiscal Q2 Earnings Report

Nvidia is the IBD Stock Of The Day as the artificial intelligence chipmaker bounces back from a recent swoon. Continue Reading

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

Jim Cramer Says Nvidia GPUs Are ‘More Like Fine Jewelry’ Than Cars. Here Is Why That Matters for NVDA Investors.

Quick Read Jim Cramer argues NVDA GPUs hold value like fine jewelry, backed by 75% gross margins and $81.6B in Q1 FY2027 revenue. Nvidia's CUDA software moat anchors a $500B AI financing stack by ensuring installed GPUs retain collateral value years after newer chips …

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

Nebius Surges 34% Post Q2: Will $40B Backlog Power Further Growth?

Nebius Group N.V. NBIS delivered a robust second-quarter 2026 performance, marked by triple-digit revenue growth, expanding profitability and substantial customer commitments that provide visibility into its future growth trajectory. Revenues surged 454% year over year to $582 million and increased 46% sequentially. The performance …

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

"Big Short" Steve Eisman says China’s AI models are "Achilles’ heel" of AI trade

Investing.com -- Steve Eisman said the artificial intelligence boom depends largely on the success of just two companies: OpenAI and Anthropic. The investor, known for betting against the housing market before the global financial crisis, said Tuesday on CNBC's "Fast Money" that the two …

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

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