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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

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

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

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

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

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, …

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 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 …

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

Why Nvidia May Stand in the Way of Wall Street's Plans to Turn AI Compute Into a Commodity

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. CME Group Inc. (NASDAQ:CME) said Tuesday it will launch AI compute futures on Oct. 5, pending regulatory review, with contracts tracking monthly rental prices for NVIDIA Corp. …

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

Micron Stock Keeps Rallying. Watch Out for This New Memory-Chip Rival.

Despite Thursday’s surge, the company fell behind in the second quarter among suppliers of NAND memory chips. Continue Reading

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

Sam Altman Told the White House He Supports Slowing AI Development. Here's Why That Matters for AI Stocks.

In late July, Sam Altman went to Washington, D.C., to brief lawmakers on OpenAI's next-frontier model after one of its systems autonomously hacked another artificial intelligence (AI) platform, Hugging Face, and then pivoted to attack a customer's cloud account. Coming out of those meetings, …

NVDA80 mentioned NVDA01 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

Why Sandisk Stock Popped Again Today

Sandisk (NASDAQ: SNDK) stock is heading into its fourth straight day of gains Thursday -- up 6.2% through 10:50 a.m. ET -- and has Evercore ISI to thank for it. In a note this morning, Evercore analyst Amit Daryanani reiterated his outperform rating and …

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

IREN Rallies 6% as Microsoft Signs Off on Horizon 1, NVIDIA Grants Exemplar Cloud Status

Quick Read IREN surged 6% after Microsoft formally accepted Horizon 1, triggering monthly invoicing under a five-year, $9.7 billion cloud services agreement. NVIDIA's Exemplar Cloud designation validates Horizon 1's AI performance, potentially helping IREN attract hyperscalers beyond Microsoft for its 480MW 2026 capacity target. …

NVDA80 mentioned NVDA01 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

MongoDB's Atlas Growth, AI-Native Customer Base in Focus Ahead of Q2 Results, RBC Says

MongoDB (MDB) is expected to see continued Atlas growth when it reports fiscal Q2 results, with inve 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 …

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

Canary Technologies Named to the 2026 Inc. 5000 List

Canary ranks among the fastest-growing companies in the U.S., fueled by global adoption of its hospitality-specific AI platform. SAN FRANCISCO, Aug. 13, 2026 /PRNewswire/ -- Canary Technologies, the leading AI platform for hotel and guest management, has been named to the 2026 Inc. 5000, …

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

Strength in Defense & Propulsion Unit Drives GE Aerospace: Can It Sustain?

GE Aerospace GE is witnessing strong momentum in its Defense & Propulsion Technologies segment. After experiencing growth of 19% in first-quarter 2026, revenues from the segment increased 16% year over year in the second quarter. The surge in revenues was driven by the growing …

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

Can IBM's Together AI Cloud Deal Boost Its Growth Prospects?

International Business Machines Corporation IBM has entered into a multi-year, $240 million agreement with Together AI to support the growing demand for enterprise artificial intelligence (AI) inference. The partnership will enable IBM to expand its cloud infrastructure offerings for open-source AI workloads and strengthen …

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

AMD to Raise as Much as $5 Billion From Debt Offering

(Bloomberg) -- Advanced Micro Devices Inc. is planning to raise as much $5 billion in what could be the chipmaker's biggest-ever investment-grade bond sale, adding to a wave of debt tied to the artificial intelligence boom. Most Read from Bloomberg Walter Sells Lakers, Seeks …

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

IREN (IREN) Is Up 12.3% After Microsoft Accepts Horizon 1 AI Cloud Deployment - What's Changed

IREN Limited recently confirmed that Horizon 1, the first of four 50MW direct-to-chip liquid-cooled AI cloud deployments, has been delivered to and accepted by Microsoft under their five-year, US$9.70 billion cloud services contract. In parallel, IREN secured NVIDIA Exemplar Cloud status for its GB300 …

NVDA80 mentioned NVDA01 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

Google becomes latest company to raise prices thanks to memory shortage

You can blame AI for yet another price hike in the tech industry. Google (GOOG, GOOGL) on Wednesday revealed its Pixel 11 family of smartphones, a collection that includes the company's latest foldable phone, the Pixel 11 Pro Fold. But each phone also gets …

AAPL19 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

Nvidia’s new $500B plan is risky but brilliant, especially for aging GPUs

Nvidia announced this week that Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR were willing to commit up to $500 billion to build AI data centers. That eye-popping figure got a lot of the attention, but the bigger story is Nvidia's effort to create …

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

Things are looking up for AI infrastructure companies, for now

The AI build-out doesn't appear to be slowing anytime soon. At least that's what you can glean from a trio of earnings after the bell on Tuesday. CoreWeave (CRWV), Nebius (NBIS), and Supermicro (SMCI) each reported strong quarterly results, sending shares soaring on Wednesday …

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

Pershing Square H1 Earnings Call Highlights

Pershing Square (LON:PSH) held its first earnings call as Pershing Square Inc., with Chief Executive Officer and Chairman Bill Ackman outlining a strategy centered on long-term compounding in its existing investment vehicles, potential new fund launches and efforts to improve trading in Pershing Square …

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

3 Reasons to Hold Netflix Stock Despite a 20.9% YTD Decline

Netflix NFLX shares have plunged 20.9% year to date, a decline steep enough to test the patience of long-term holders. Shares of Netflix have underperformed the broader Zacks Consumer Discretionary sector's decline of 7.5% Yet a close reading of the company's own second-quarter 2026 …

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

CoreWeave's $35-$39B Capex Plan: Can AI Demand Justify the Spend?

CoreWeave (CRWV is aggressively expanding its AI infrastructure to meet increasing customer demand, necessitating massive capacity additions. 2026 capital expenditures are now projected to be between $35 billion and $39 billion (up from $31-$35 billion), indicating the scale of its AI infrastructure ambitions. Second-quarter …

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 Advertising Research Foundation Announces 2026 ARF David Ogilvy Awards Finalists

NEW YORK, Aug. 13, 2026 /PRNewswire/ -- The Advertising Research Foundation (ARF) today announced the finalists for the 2026 ARF David Ogilvy Awards, honoring excellence in research-driven advertising and marketing. For more than 30 years, the ARF David Ogilvy Awards have recognized campaigns that …

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

Palantir AIP Could Deliver a Powerful Shift in the Company's Growth Trajectory

Palantir (NASDAQ: PLTR) is transforming from a government-focused contractor into a commercial AI platform with trillion-dollar ambitions. This video examines whether AIP can become the operating system for enterprise AI and whether Palantir's accelerating growth can justify its demanding valuation. Stock prices used were …

PLTR01 main company
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

Integrated Visual Augmentation Systems Market Trends Analysis and Growth Outlook 2026-2035 | Profiles Microsoft, BAE Systems, Elbit Systems, Lockheed Martin and More

Company Logo Integrated Visual Augmentation Systems MarketIntegrated Visual Augmentation Systems Market Dublin, Aug. 13, 2026 (GLOBE NEWSWIRE) -- The "Integrated Visual Augmentation Systems Market, Till 2035: Distribution by Type of Product, Type of Technology, Type of Application, Type of End User, and Geographical Regions: …

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

Gary Black Says Tesla Needs to Work on Branding: ‘Without Great Marketing, Apple Would Not Be a $4.4T Market Cap Company’

When it comes to Tesla Inc(NASDAQ:TSLA), the electric vehicle giant is notorious for not partaking in much traditional advertising, instead relying on word of mouth and strong sales and ratings to help spotlight the brand. Investor Gary Black believes the company needs a marketing …

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

91% of Upstart's Loans Were Fully Automated Last Quarter. No Bank Can Underwrite That Cheaply.

Upstart (NASDAQ: UPST) has had its share of ups and downs since the fintech went public in late 2020. The company, which uses artificial intelligence (AI) to process loan requests, is currently in a downward trend, with the stock price sliding about 31% year …

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 + AWS Execs Talk Expanded Collaboration to Accelerate Customer Migration

Oracle's Nathan Thomas and AWS's Ganapathy Krishnamoorthy joins Kristen Scholer on NYSE Live to discuss their expanded collaboration View Comments

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

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