{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: Thailand Technology news", "home_page_url": "https://sharemaestro.com/newsreel/th/technology/", "feed_url": "https://sharemaestro.com/newsreel/th/technology/feed.json", "description": "Latest Technology company headlines from Thailand, newest first, with industry sections, source links and company research.", "language": "en", "items": [{"id": "source:ef20150b3701333c5e8b7759c46a24a81ff3e4b0c4c7aa084393547f4599163e", "url": "https://finance.yahoo.com/technology/ai/articles/ai-security-operations-center-soc-144500073.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/ai-security-operations-center-soc-144500073.html", "title": "AI Security Operations Center (SOC) Market Surges to $47.07 billion at a CAGR 21.1% by 2031 | Report by MarketsandMarkets\u2122", "content_text": "MarketsandMarkets Research Pvt. Ltd. Delray Beach, FL, Aug. 14, 2026 (GLOBE NEWSWIRE) -- According to MarketsandMarkets\u2122, the global AI Security Operations Center (SOC) Market is projected to grow from USD 18.10 billion in 2026 to USD 47.07 billion by 2031, at a CAGR of 21.1%. Rising adoption of cloud-native, SaaS, endpoint, and identity environments is driving demand for AI-powered SOC solutions. These platforms unify security data, improve threat correlation, and enable faster investigations. Automation, behavioral analytics, and agentic AI are further enhancing detection and response capabi", "date_published": "2026-08-14T14:45:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Regulatory and legal", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:eede685cad4351c999f2e4f351dcf963646171a131b32e7b902475b878d58ff2", "url": "https://seekingalpha.com/news/4633326-bofa-reiterates-underperform-on-american-eagle-as-aerie-unlikely-to-offset-struggles-at-parent?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4633326-bofa-reiterates-underperform-on-american-eagle-as-aerie-unlikely-to-offset-struggles-at-parent?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "BofA reiterates Underperform on American Eagle as Aerie unlikely to offset struggles at parent", "content_text": "[American Eagle Outifitters 34th Street Manhattan] wdstock/iStock Editorial via Getty Images Comparable store sales for American Eagle (AEO [https://seekingalpha.com/symbol/AEO]) \u2013 down 2% during the first quarter [https://seekingalpha.com/news/4598122-american-eagle-stumbles-on-soft-comparable-store-sales] despite another ad campaign from Sydney Sweeney\u2014will likely remain under pressure until at least FY27. Coupled with pressure on margins from strategic investments and moderating comps at Aerie, BofA Securities' Mary Sport reiterated her Underperform rating on the stock and $16 price target.", "date_published": "2026-08-14T14:37:19+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Analyst action", "AAPL19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AAPL19", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/bc6dc46b-0493-4aa0-9543-dc6fc5514228/"}]}}, {"id": "source:c938ab6316203ca9b80924ff5f6562ab6b99323f00d78b0c809f622deab42077", "url": "https://finance.yahoo.com/energy/articles/hyperscalers-might-regret-embracing-natural-140500532.html", "external_url": "https://finance.yahoo.com/energy/articles/hyperscalers-might-regret-embracing-natural-140500532.html", "title": "Hyperscalers might regret embracing natural gas if new forecast proves correct", "content_text": "After years of snapping up wind and solar developments, hyperscalers like Amazon, Google, Meta, and Microsoft are betting that natural gas will power the data centers behind their lofty AI ambitions. But a new research report suggests they may regret their newfound affinity for the fossil fuel. Natural gas prices could triple in some parts of the U.S. in the coming years as hyperscaler demand collides with declining supply growth and rising exports of liquefied natural gas, according to Noreva, an energy research firm. Hyperscalers might not be prepared for future price shocks. \"I think everyo", "date_published": "2026-08-14T14:05:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:8fcdcb24829aa755a6ac34eb41421f403b255b456090eb939d1bcb1cce503643", "url": "https://finance.yahoo.com/technology/ai/articles/microsoft-msft-ai-strategy-cloud-135455507.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/microsoft-msft-ai-strategy-cloud-135455507.html", "title": "Microsoft\u2019s (MSFT) AI Strategy: Cloud Growth, Big Bets, and Key Risks", "content_text": "Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for \"Aoris International Fund\". A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8\u201312% after fees over a 5\u20137-year market cycle. During the June quarter, international equity markets, as represented by the MSCI AC World Accumulation Index ex Australia, returned 13.8% in AUD terms. In local currencies, the return 15.1%. The Portfolio's Class A (Unhedged) returned ", "date_published": "2026-08-14T13:54:55+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT80", "MSFT19", "MSFT01"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSFT80", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e7bf1aca-2bf8-4cbf-a2f6-49bb36d3368d/"}, {"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}, {"symbol": "MSFT01", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/1fcf8747-a209-4bcf-ab9e-89741debef2e/"}]}}, {"id": "source:871038a816a1eed4322e3988e10f1b00cfca0dd09a6f48dd46d5b3825328231f", "url": "https://finance.yahoo.com/technology/ai/articles/apple-focus-houston-ai-manufacturing-125105466.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/apple-focus-houston-ai-manufacturing-125105466.html", "title": "Apple in Focus as New Houston AI Manufacturing Hub Opens", "content_text": "This article first appeared on GuruFocus. Apple (NASDAQ:AAPL) is adding a training hub to its growing Houston manufacturing footprint, giving small and midsize companies access to equipment and instruction focused on advanced production methods. The 20,000-square-foot center operates inside Apple's Houston complex, where the company already builds and ships advanced AI servers. Production of the Mac mini is also scheduled to begin at the location later this year. Warning! GuruFocus has detected 3 Warning Signs with MU. Is AAPL fairly valued? Test your thesis with our free DCF calculator. Progr", "date_published": "2026-08-14T12:51:05+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "AAPL01", "AAPL19"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL01", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/bbe44cf4-588f-443d-a6b7-bb90e5522b88/"}, {"symbol": "AAPL19", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/bc6dc46b-0493-4aa0-9543-dc6fc5514228/"}]}}, {"id": "source:b3cd6573c98a2c1c3d4f306ae1b6dbe8740378f8d5192a795a772057b016713b", "url": "https://finance.yahoo.com/technology/ai/articles/cloud-ai-ai-architecture-navigating-123824078.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/cloud-ai-ai-architecture-navigating-123824078.html", "title": "Cloud AI Update - AI Re-Architecture: Navigating Modern Data Infrastructure Challenges", "content_text": "A recent Cloudera report highlights significant challenges enterprises face in implementing AI projects, with 95% having delayed or canceled initiatives due to infrastructure limitations. The survey findings, from over 1,500 IT architects, indicate a widespread need for overhauling legacy data architectures to support scalable and secure AI across hybrid environments. This shift, termed \"The Great AI Re-Architecture,\" underscores the increasing complexity of data governance and the ongoing transition towards hybrid data infrastructures. As organizations navigate these challenges, the emphasis ", "date_published": "2026-08-14T12:38:24+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:8f3c6a6eb9ffcc3594715e0de1f3c678829feb233496478b5f2c1bad1531b734", "url": "https://finance.yahoo.com/markets/stocks/articles/gary-black-warns-elon-musk-123117823.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/gary-black-warns-elon-musk-123117823.html", "title": "Gary Black Warns Elon Musk: Tesla Can\u2019t Match Apple's Marketing Relying Only on \u2018Word-of-Mouth and the CEO\u2019s Posts on X\u2019", "content_text": "Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Prominent investor Gary Black has issued a stark warning to Elon Musk, asserting that Tesla Inc. cannot match Apple Inc.'s $4.4 trillion valuation by relying solely on \"word-of-mouth and the CEO's posts on X,\" while calling for an urgent shift toward professional marketing leadership. Call for Marketing Leadership In a detailed analysis shared on X, Black argued that despite Tesla's $1.3 trillion market cap, the automaker has repeatedly failed to invest in the marketing leadership needed to exp", "date_published": "2026-08-14T12:31:17+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "AAPL01", "AAPL19"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL01", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/bbe44cf4-588f-443d-a6b7-bb90e5522b88/"}, {"symbol": "AAPL19", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/bc6dc46b-0493-4aa0-9543-dc6fc5514228/"}]}}, {"id": "source:936af5885c41494bca8135bf51b07d78f3af3cd7a5e73241cd466c5326d302cb", "url": "https://finance.yahoo.com/m/645d06ea-177b-34fc-8486-e499edaa1c62/why-quantinuum-is-teaming-up.html", "external_url": "https://finance.yahoo.com/m/645d06ea-177b-34fc-8486-e499edaa1c62/why-quantinuum-is-teaming-up.html", "title": "Why Quantinuum Is Teaming Up with Apple Manufacturer Quanta Computer", "content_text": "Just days after Quantinuum\u2019s first earnings report as a public company, the quantum leader unveils a partnership with Taiwan\u2019s Quanta Computer. Continue Reading", "date_published": "2026-08-14T12:18:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AAPL01", "AAPL19"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL01", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/bbe44cf4-588f-443d-a6b7-bb90e5522b88/"}, {"symbol": "AAPL19", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/bc6dc46b-0493-4aa0-9543-dc6fc5514228/"}]}}, {"id": "source:43fd2302ba641a4b8b4d0862d1752639f25fecbe72c7151ee80fdfaf9749b03a", "url": "https://finance.yahoo.com/m/645d06ea-177b-34fc-8486-e499edaa1c62/quantinuum-is-working-with.html", "external_url": "https://finance.yahoo.com/m/645d06ea-177b-34fc-8486-e499edaa1c62/quantinuum-is-working-with.html", "title": "Quantinuum Is Working With This Apple Partner to Scale Quantum Computing", "content_text": "Just days after Quantinuum\u2019s first earnings report as a public company, the quantum leader unveils a partnership with Taiwan\u2019s Quanta Computer. Continue Reading", "date_published": "2026-08-14T12:18:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AAPL01", "AAPL19"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL01", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/bbe44cf4-588f-443d-a6b7-bb90e5522b88/"}, {"symbol": "AAPL19", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/bc6dc46b-0493-4aa0-9543-dc6fc5514228/"}]}}, {"id": "source:c6cb81906ae8cd778383723090224ae078c0d61b6a784bd26140e3a3c73e0e27", "url": "https://finance.yahoo.com/markets/stocks/articles/insiders-fund-thesis-intel-corp-121051373.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/insiders-fund-thesis-intel-corp-121051373.html", "title": "Here\u2019s Insiders Fund\u2019s Thesis on Intel Corp. (INTC)", "content_text": "Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the \"Insiders Fund\". A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500's -0.95%, 15.2%, and 9.98% returns, respectively, over the same period. The fund underperformed while the S&P 500 and Nasdaq-100 posted their best quarter in six years. A significant factor in this decline is a ~30% concentration in Alphabet stock, which shifted from a cash-generating asset to a capital-intensive postur", "date_published": "2026-08-14T12:10:51+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AAPL19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AAPL19", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/bc6dc46b-0493-4aa0-9543-dc6fc5514228/"}]}}, {"id": "source:b8cb2031edbcdc436d64a696bfb63f409d494d7fe4ccb04df9f080f76da74dce", "url": "https://finance.yahoo.com/small-business/articles/qu-named-no-855-2026-120000451.html", "external_url": "https://finance.yahoo.com/small-business/articles/qu-named-no-855-2026-120000451.html", "title": "Qu Named No. 855 on the 2026 Inc. 5000 List, the Most Prestigious Ranking of America\u2019s Fastest-Growing Private Companies", "content_text": "Company Recognized for 405% Three-Year Revenue Growth, Earning a Place Among the Nation's Most Successful Independent Businesses ARLINGTON, Va., August 14, 2026--(BUSINESS WIRE)--Qu, the intelligent commerce platform for enterprise QSR and fast-casual restaurant brands, today announced it has been ranked No. 855 on the 2026 Inc. 5000 list, the annual list of the fastest-growing private companies in America. The list is the most prestigious ranking of the nation's most successful independent and entrepreneurial businesses, recognizing companies that have achieved remarkable growth while driving", "date_published": "2026-08-14T12:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:d5f00d21864125e93ee7c4e43c146d0e1730bf0114bda63ed39a4c34dad599c8", "url": "https://www.nasdaq.com/articles/better-tech-behemoth-alphabet-vs-microsoft-stock", "external_url": "https://www.nasdaq.com/articles/better-tech-behemoth-alphabet-vs-microsoft-stock", "title": "Better Tech Behemoth: Alphabet vs. Microsoft Stock", "content_text": "Key Points Alphabet's revenue and profits are increasing faster than Microsoft's. Microsoft's stock is cheaper than Alphabet's. 10 stocks we like better than Alphabet \u203a Alphabet(NASDAQ: GOOG)(NASDAQ: GOOGL) and Microsoft(NASDAQ: MSFT) are two of the biggest tech giants on the market, and the third and fourth-largest companies in the world. Each has posted terrific results in its most recent quarter, but which one is doing better? Let's take a look at which one of these stocks makes the most sense for your investment dollars, or if they're both worth buying now. Missed Nvidia in 2009? This Rare", "date_published": "2026-08-14T11:35:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:6de39094b2104db27f017c51ba243a3e3abb1d1291f9295f7d96e63a8838cc45", "url": "https://finance.yahoo.com/economy/articles/trump-golden-age-economy-pitch-110000310.html", "external_url": "https://finance.yahoo.com/economy/articles/trump-golden-age-economy-pitch-110000310.html", "title": "Trump\u2019s \u2018Golden Age\u2019 Economy Pitch Fizzles With Midterm Voters", "content_text": "(Bloomberg) -- For most of his second term, President Donald Trump has been arguing that the \"golden age\" he promised for America's economy is already here. There's hardly been much evidence that voters agreed. Most Read from Bloomberg Selena Gomez Accused of Fraud by Mental-Health Startup Investors Costliest US Bond Sale Since 2001 Is Investor Warning to Bessent Anthropic in Talks to Buy AI Startup Decart for $6 Billion Walter Sells Lakers, Seeks More Cash to Pay Loans Amid DOJ Probe Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Now, with midterm elections less tha", "date_published": "2026-08-14T11:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Regulatory and legal", "AAPL19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AAPL19", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/bc6dc46b-0493-4aa0-9543-dc6fc5514228/"}]}}, {"id": "source:46836936b4d00c552ae6d1a8ffeb3fd0c5e2b29944fef6faa3c6245dd8de5cfb", "url": "https://finance.yahoo.com/m/22d19ee7-2a0b-38a9-a30d-734163261d28/a-big-inflation-risk-still.html", "external_url": "https://finance.yahoo.com/m/22d19ee7-2a0b-38a9-a30d-734163261d28/a-big-inflation-risk-still.html", "title": "A Big Inflation Risk Still Looms for Stock Markets", "content_text": "Applied Materials forecast fails to dazzle, White House to crack down on tariff evasion, the shipping world is in chaos, and more news to start your day. Continue Reading", "date_published": "2026-08-14T10:52:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Macro sensitivity", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:4fef61690af7f022cb89a9445f1a21e2ef47ddf7857ececdb2f335f99ae9b700", "url": "https://finance.yahoo.com/markets/stocks/articles/boeing-analysts-turn-most-bullish-103001501.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/boeing-analysts-turn-most-bullish-103001501.html", "title": "Boeing Analysts Turn Most Bullish Since 2022 on \u2018Momentum Shift\u2019", "content_text": "(Bloomberg) -- Boeing Co.'s efforts to turn around its business are getting a loud cheer from Wall Street, as analysts this week turned the most bullish on the company in nearly four years. Most Read from Bloomberg Selena Gomez Accused of Fraud by Mental-Health Startup Investors Costliest US Bond Sale Since 2001 Is Investor Warning to Bessent Anthropic in Talks to Buy AI Startup Decart for $6 Billion Walter Sells Lakers, Seeks More Cash to Pay Loans Amid DOJ Probe Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Buy recommendations on the planemaker reached the highest", "date_published": "2026-08-14T10:30:01+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Regulatory and legal", "AAPL19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AAPL19", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/bc6dc46b-0493-4aa0-9543-dc6fc5514228/"}]}}, {"id": "source:0872c1a14f8b74675a56bda20ece34d2ecb664087bcf789d90346a9c2962da1a", "url": "https://seekingalpha.com/news/4633069-am-markets-need-to-know-goldman-sachs-weighs-ai-financing-trump-unveils-drone-tariffs-and-more?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4633069-am-markets-need-to-know-goldman-sachs-weighs-ai-financing-trump-unveils-drone-tariffs-and-more?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "AM Markets Need to Know: Goldman Sachs weighs AI financing, Trump unveils drone tariffs, and more", "content_text": "[New York City and London multiple exposure image] Stock index futures were muted on Friday after the S&P 500 closed at a record high in the previous session. Here are the five news items investors should watch: TRUMP IMPOSES TARIFFS ON DRONES: President Trump said the U.S. will impose tariffs on imported drones and components, with most measures taking effect in 21 days. A White House proclamation sets a 100% tariff on certain [https://seekingalpha.com/news/4632964-trump-slaps-tariffs-on-drone-imports-says-u-s-too-reliant-on-foreign-sources] larger or national-security-sensitive drones and a ", "date_published": "2026-08-14T10:07:04+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Macro sensitivity", "AAPL19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AAPL19", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/bc6dc46b-0493-4aa0-9543-dc6fc5514228/"}]}}, {"id": "source:e9b779bf3821de8a304ced81b22e6d81c58846c45377d612577ddcdadcfd2aa2", "url": "https://www.nasdaq.com/articles/tech-stock-1-most-shorted-stocks-2026-now-time-buy", "external_url": "https://www.nasdaq.com/articles/tech-stock-1-most-shorted-stocks-2026-now-time-buy", "title": "This Tech Stock Is 1 of the Most Shorted Stocks of 2026: Is Now the Time to Buy?", "content_text": "Key Points Oracle stock was one of the most shorted stocks in the first half of 2026. The stock price has dropped some 53% since hitting an all-time high last September. Is Oracle stock at a discount a buy?10 stocks we like better than Oracle \u203a Oracle(NYSE: ORCL) was one of the most shorted stocks by hedge funds in the first half of 2026, according to the Data Insights Crowding Report. This meant that a lot of investors were betting that the shares will fall. Only two companies were more heavily shorted, Data Insights found: Charter Communications(NASDAQ: CHTR) and Super Micro Computer(NASDAQ:", "date_published": "2026-08-14T10:05:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:ce8205e2d4b3280685976f01bac46799435314664e8cfe6b6e8068233603bd9b", "url": "https://finance.yahoo.com/markets/article/wall-streets-riskiest-trades-are-suddenly-back-on-top-chart-of-the-day-100100027.html", "external_url": "https://finance.yahoo.com/markets/article/wall-streets-riskiest-trades-are-suddenly-back-on-top-chart-of-the-day-100100027.html", "title": "Wall Street's riskiest trades are suddenly back on top: Chart of the Day", "content_text": "Investors are reaching for more risk \u2014 and getting paid for it. Nine trading days into August, Cathie Wood's ARK Innovation ETF (ARKK) is up 16%, while IPOs, chips, and software have all jumped 9% or more. The gains are enormous in dollar terms too. Nvidia (NVDA) has added about $600 billion in market value this month, while SpaceX (SPCX) has piled on roughly $440 billion. Microsoft (MSFT) has added nearly $240 billion, while Micron (MU), Broadcom (AVGO), and Palantir (PLTR) have each gained more than $130 billion. Yahoo Finance analysis of AlphaSpace data What stands out is how many different", "date_published": "2026-08-14T10:01:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:8b4892aecb68ade85634f9a8e901fdc858112e7076c63a7d564305e525708741", "url": "https://finance.yahoo.com/technology/ai/articles/zacks-investment-ideas-feature-highlights-091700503.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/zacks-investment-ideas-feature-highlights-091700503.html", "title": "Zacks Investment Ideas feature highlights: CoreWeave, Nebius and NVIDIA", "content_text": "For Immediate Release Chicago, IL \u2013 August 14, 2026 \u2013 Today, Zacks Investment Ideas feature highlights CoreWeave CRWV, Nebius Group NBIS and NVIDIA NVDA. Neoclouds CRWV & NBIS Soar (Why they have room to run) CoreWeave and Nebius Group 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 and CoreWeave build cloud infrastructure engineered specifically for high-density AI training. The two ", "date_published": "2026-08-14T09:17:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:3e6bec60def4414a026cebe7f87a6658720e339e704cc2cec72a9d6056bb3cdc", "url": "https://finance.yahoo.com/technology/articles/metristar-top-provider-room-video-080100716.html", "external_url": "https://finance.yahoo.com/technology/articles/metristar-top-provider-room-video-080100716.html", "title": "MetriStar Top Provider: Room Video Conferencing Report: Evaluating Customer Sentiment, Business Value, and Market Strategies of Cisco, Zoom, Microsoft, and Logitech", "content_text": "Company Logo Opportunities center on easy-to-use hybrid meeting systems, including all-in-one video bars, modular room kits, intelligent cameras and audio, and native Teams/Zoom support. Vendors can differentiate through reliability, user satisfaction, productivity gains and cost savings. Dublin, Aug. 14, 2026 (GLOBE NEWSWIRE) -- The \"MetriStar Top Provider: Room Video Conferencing Systems\" has been added to ResearchAndMarkets.com's offering As hybrid work continues to reshape enterprise collaboration, the 2025 MetriStar Top Provider Award for Room Video Conferencing Systems offers organizatio", "date_published": "2026-08-14T08:01:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:f4ef4cf51c6071138ff156ad9d4e2f80227e81ac44be5663e10d5873b2562620", "url": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-discussed-costco-wholesale-075852345.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-discussed-costco-wholesale-075852345.html", "title": "Jim Cramer Discussed Costco Wholesale Corporation (NASDAQ:COST) & Forecast Bumps", "content_text": "Costco Wholesale Corporation (NASDAQ:COST) is one of Jim Cramer's favorite stocks. The shares are down by 1% over the past year and are up by 12% year-to-date. As he has done with Apple and NVIDIA, Cramer has continued to stick with Costco Wholesale Corporation (NASDAQ:COST) through thick and thin. The CNBC TV host believes that the firm's scale and negotiating power enable it to provide Americans with the lowest prices. As Costco Wholesale Corporation (NASDAQ:COST) reported its July sales data on August 5th, Cramer discussed the firm a day later in his morning appearance: \"But what I want to ", "date_published": "2026-08-14T07:58:52+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AAPL19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AAPL19", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/bc6dc46b-0493-4aa0-9543-dc6fc5514228/"}]}}, {"id": "source:f41c748b4d448a2fdaa30ae04f6ca4b55d55f4c1a276078a8bfa1307c1b47253", "url": "https://www.nasdaq.com/articles/best-magnificent-seven-stocks-buy-august", "external_url": "https://www.nasdaq.com/articles/best-magnificent-seven-stocks-buy-august", "title": "The Best "Magnificent Seven" Stocks to Buy in August", "content_text": "Key Points The cloud computing providers all look like solid buys now. Nvidia continues to make a huge profit from AI demand. 10 stocks we like better than Nvidia \u203a The \"Magnificent Seven\" group of stocks leads the market. This group dominates the rankings of the world's largest companies, with the smallest still ranking as the 11th-largest company. It's made up of: Nvidia(NASDAQ: NVDA)Apple(NASDAQ: AAPL)Alphabet(NASDAQ: GOOG)(NASDAQ: GOOGL)Microsoft(NASDAQ: MSFT)Amazon(NASDAQ: AMZN)Meta Platforms(NASDAQ: META)Tesla(NASDAQ: TSLA) All seven of these stocks have been major success stories, but t", "date_published": "2026-08-14T07:50:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Market update", "AAPL19", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AAPL19", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/bc6dc46b-0493-4aa0-9543-dc6fc5514228/"}, {"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:e44811c76800824b008ccaf5b6a358bd5d6b881e7581d2288138ee6dea05e17b", "url": "https://finance.yahoo.com/markets/stocks/articles/stronger-career-learning-capital-returns-071352655.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/stronger-career-learning-capital-returns-071352655.html", "title": "Is Stronger Career Learning And Capital Returns Altering The Investment Case For Stride (LRN)?", "content_text": "In August 2026, Stride, Inc. reported fourth-quarter and full-year results showing higher annual revenue of US$2.52 billion and improved profitability, extended its share repurchase authorization through October 2027, and confirmed it is actively evaluating acquisitions alongside ongoing buybacks. The appointment of Robert E. Knowling Jr. as CEO, combined with strong growth in career learning programs and continued capital returns, signals a renewed emphasis on both educational outcomes and disciplined capital allocation. We'll now examine how the CEO transition and stronger career learning pe", "date_published": "2026-08-14T07:13:52+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:1fa5abaa06085e17529d95291fc687a6d5ce50fc621befa9efbade10e1ab40d8", "url": "https://www.nasdaq.com/articles/apple-unveils-advanced-manufacturing-center-houston-train-small-medium-sized-businesses", "external_url": "https://www.nasdaq.com/articles/apple-unveils-advanced-manufacturing-center-houston-train-small-medium-sized-businesses", "title": "Apple Unveils Advanced Manufacturing Center In Houston To Train Small, Medium-sized Businesses", "content_text": "(RTTNews) - Tech major Apple Inc. (AAPL) late Thursday announced that it has opened its new Advanced Manufacturing Center or AMC in Houston, offering free training and educational sessions for small- and medium-sized businesses. With the AMC, Apple plans to equip American workers with the required critical skills to lead the next generation of technology. The center, which is Apple's second U.S. manufacturing learning site, provides direct experience with state-of-the-art equipment, interactive labs, and tools they need to accelerate innovation. Inside the center, Apple experts will share thei", "date_published": "2026-08-14T06:59:16+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Market update", "AAPL01", "AAPL19"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL01", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/bbe44cf4-588f-443d-a6b7-bb90e5522b88/"}, {"symbol": "AAPL19", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/bc6dc46b-0493-4aa0-9543-dc6fc5514228/"}]}}, {"id": "source:35670f7c3aa0103e50e4a5edd3bb0a226b0f0657d1cb71b14421f76b00545990", "url": "https://finance.yahoo.com/m/c34b8123-cb29-3b50-9bfd-26cb6f8912d7/bleeding-edge-ai-meets.html", "external_url": "https://finance.yahoo.com/m/c34b8123-cb29-3b50-9bfd-26cb6f8912d7/bleeding-edge-ai-meets.html", "title": "Bleeding-Edge AI Meets Cutting-Edge Finance. Is This Peak AI?", "content_text": "These new futures contracts would allow investors to hedge and speculate on the cost of renting chips that machines need to train and run AI models. Continue Reading", "date_published": "2026-08-14T05:30:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:fb76e8ca649dc26adf9e64c5aa07683b4442d18abae023d68caf975b99c920da", "url": "https://finance.yahoo.com/markets/stocks/articles/chevron-cvx-stock-looks-bargain-051121295.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/chevron-cvx-stock-looks-bargain-051121295.html", "title": "Chevron (CVX) Stock Looks Like A Bargain Below Fair Value", "content_text": "Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Chevron has delivered a strong 154.0% return over the past five years, yet both a Discounted Cash Flow (DCF) intrinsic value estimate and market multiples currently point to the stock trading at a discount to those valuation checks. Over the last 5 years Chevron has returned 154.0%, which puts fresh focus on whether the current price still leaves room compared with its intrinsic value estimate. Chevron's growing role in powering AI data centers through projects like its long term ", "date_published": "2026-08-14T05:11:21+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:81863095a65b00e0a1df9e47d5d2b61f85d129b9239e2bd827c5f7109746fbf2", "url": "https://finance.yahoo.com/markets/stocks/articles/investors-may-respond-walmart-wmt-031601378.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/investors-may-respond-walmart-wmt-031601378.html", "title": "How Investors May Respond To Walmart (WMT) Earnings Countdown And New Exclusive Family-Focused Offerings", "content_text": "In recent weeks, a stream of partner announcements has brought new exclusive products and wellness offerings to Walmart stores and Walmart.com, while the retailer also prepares to report its second-quarter earnings on August 20, 2026. These launches, alongside expanding health, frozen meals, pet treats, and safety categories, highlight Walmart's effort to broaden its appeal to families across both physical and digital channels. We'll examine how this earnings countdown, coupled with Walmart's push into exclusive, family-focused products, shapes the company's broader investment narrative. The b", "date_published": "2026-08-14T03:16:01+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:b41330b4da690998667f50d014b44d49fe28f058966f05e438de7e8f0e9cce60", "url": "https://www.nasdaq.com/articles/stocks-rally-favorable-us-ppi-report", "external_url": "https://www.nasdaq.com/articles/stocks-rally-favorable-us-ppi-report", "title": "Stocks Rally on the Favorable US PPI Report", "content_text": "The S&P 500 Index ($SPX) (SPY) on Thursday rose +0.65%, the Dow Jones Industrial Average ($DOWI) (DIA) rose +0.13%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose +1.15%. September E-mini S&P futures (ESU26) rose +0.68%, and September E-mini Nasdaq futures (NQU26) rose +1.18%. Stocks rallied on the favorable PPI report, which prompted a -4 bp decline in the 10-year T-note yield and a drop in expectations for a Fed rate hike in September to 35% from 40% on Wednesday. Stocks also saw support from a drop of more than -2% in crude oil prices, amid a lack of any new US or Iranian military attacks in t", "date_published": "2026-08-14T02:52:25+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "AAPL19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AAPL19", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/bc6dc46b-0493-4aa0-9543-dc6fc5514228/"}]}}, {"id": "source:aca2973a82d904812cb7b58c19b6c67b1604bd3b9425defcf26cf2c3ae2f5566", "url": "https://finance.yahoo.com/technology/articles/trump-wanted-advanced-tech-made-020749304.html", "external_url": "https://finance.yahoo.com/technology/articles/trump-wanted-advanced-tech-made-020749304.html", "title": "Trump Wanted Advanced Tech Made in America, Tim Cook Brought Mac Mini Production to Texas: 'Thank You' for the $600 Billion Commitment, Says Howard Lutnick", "content_text": "On Thursday, Apple Inc. (NASDAQ:AAPL) CEO Tim Cook was joined by U.S. Commerce Secretary Howard Lutnick and others at the opening of the new Advanced Manufacturing Center in Houston, Texas, where Cupertino will begin making Mac mini computers later this year. Apple Opens Houston Manufacturing Center The 20,000-square-foot center will provide free training to small and midsized businesses, workers and students on advanced manufacturing techniques, including machine-learning-powered quality control and automation. \"In less than nine months, we have invested hundreds of millions of dollars into t", "date_published": "2026-08-14T02:07:49+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "AAPL19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AAPL19", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/bc6dc46b-0493-4aa0-9543-dc6fc5514228/"}]}}, {"id": "source:f20b71197db6ebf2a6454b0f5729b7520bf0befa261e0c5791725ac2c9b2f830", "url": "https://finance.yahoo.com/technology/articles/zacks-tool-strong-cloud-stocks-234800020.html", "external_url": "https://finance.yahoo.com/technology/articles/zacks-tool-strong-cloud-stocks-234800020.html", "title": "Use This Zacks Tool to Find Strong Cloud Stocks", "content_text": "Zacks Thematic Screens lets you dive into 30 dynamic investment themes shaping the future. Whether you're interested in cutting-edge technology, renewable energy, or healthcare innovations, our themes help you invest in ideas that matter to you. Let's take a closer look at the 'Cloud Computing' theme and analyze a stock within. Cloud Computing Overview Cloud computing refers to the on-demand seamless access of computing resources such as servers, storage, databases, networking, software, analytics, and intelligence over the Internet (the cloud) on a pay-per-use pricing model. It marks a paradi", "date_published": "2026-08-13T23:48:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:70a868f07c62c652b1f40b14217f651a2a2ee6ddfdfa4cc1508d19ad483f1662", "url": "https://finance.yahoo.com/technology/ai/articles/apple-houston-ai-manufacturing-hub-221322344.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/apple-houston-ai-manufacturing-hub-221322344.html", "title": "How Apple\u2019s New Houston AI Manufacturing Hub Could Reshape the AAPL Investment Narrative", "content_text": "Apple recently opened its Advanced Manufacturing Center in Houston, a 20,000-square-foot facility that offers free smart-manufacturing training to U.S. small- and medium-sized businesses while co-locating production of advanced AI servers and upcoming Mac mini assembly. The center extends Apple's American Manufacturing Program beyond Detroit's Apple Manufacturing Academy, directly linking its AI server operations with hands-on workforce development for suppliers, entrepreneurs, and local students. We'll now examine how this expanded U.S. manufacturing footprint, alongside rising component cost", "date_published": "2026-08-13T22:13:22+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AAPL01", "AAPL19"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL01", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/bbe44cf4-588f-443d-a6b7-bb90e5522b88/"}, {"symbol": "AAPL19", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/bc6dc46b-0493-4aa0-9543-dc6fc5514228/"}]}}, {"id": "source:82472b7d6e48295aa77cc00d58e22b2c29a79ec6ae8f58c96371dd35b157b7ef", "url": "https://www.nasdaq.com/articles/cathie-wood-bought-599-million-nvidia-stock-earnings-heres-what-investors-should-know", "external_url": "https://www.nasdaq.com/articles/cathie-wood-bought-599-million-nvidia-stock-earnings-heres-what-investors-should-know", "title": "Cathie Wood Bought $59.9 Million of Nvidia Stock Before Earnings. Here's What Investors Should Know.", "content_text": "Key Points Cathie Wood has added more Nvidia shares to five Ark Invest ETFs. Analysts are expecting another strong quarter from the chipmaker, with revenue growth anticipated to exceed 90%. Nvidia's earnings report is scheduled for Aug. 26.10 stocks we like better than Nvidia \u203a Nvidia(NASDAQ: NVDA) will report its second-quarter results on Aug. 26, and there's plenty of reason for optimism. The company is the leading maker of the processors that power artificial intelligence workloads, and it remains the world's largest company by market cap. Nvidia has a history of delivering quarterly result", "date_published": "2026-08-13T20:54:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:11d3ac9af4b896746bfd436a15399374e9283fa6447fe34695a4672fdbc83175", "url": "https://finance.yahoo.com/m/ae1d3e87-e4b9-302e-93b7-05e18dca9abe/berkshire-bought-alphabet.html", "external_url": "https://finance.yahoo.com/m/ae1d3e87-e4b9-302e-93b7-05e18dca9abe/berkshire-bought-alphabet.html", "title": "Berkshire Bought Alphabet Stock in Q2\u2014and Maybe Microsoft Too", "content_text": "A Berkshire filing reveals a very active quarter for buying stocks, including Alphabet. Microsoft might have been another big purchase. Continue Reading", "date_published": "2026-08-13T20:07:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:3bef01e419d9d389253447d91603c1c8fa9617bbef41a880e7bc6b80a5efa330", "url": "https://finance.yahoo.com/markets/stocks/articles/why-netflix-stock-popped-today-192704519.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/why-netflix-stock-popped-today-192704519.html", "title": "Why Netflix Stock Popped Today", "content_text": "This article first appeared on GuruFocus. Bill Ackman (Trades, Portfolio)'s Pershing Square Capital Management has built a new position in Netflix (NASDAQ:NFLX), returning to the streaming company after a costly exit in 2022, according to a six-month financial report. Warning! GuruFocus has detected 2 Warning Sign with SNDK. Is NFLX fairly valued? Test your thesis with our free DCF calculator. Netflix stock rose 4% after the report on Thursday. The investment totals 3.15 million shares and represents 4.9% of Pershing Square's portfolio. Ackman's latest move marks a reversal from his earlier de", "date_published": "2026-08-13T19:27:04+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:a77afa2ad772cb3680d49c1661913ca06a76bb4ccc0fe699c6de45886e6924db", "url": "https://www.nasdaq.com/articles/micron-and-sandisk-stock-have-plummeted-heres-why-now-perfect-time-buy", "external_url": "https://www.nasdaq.com/articles/micron-and-sandisk-stock-have-plummeted-heres-why-now-perfect-time-buy", "title": "Micron and Sandisk Stock Have Plummeted. Here's Why Now Is the Perfect Time to Buy", "content_text": "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 \u203a Micron Technology(NASDAQ: MU) and Sandisk (NASDAQ: SNDK) have been up and down stocks. While they were incredible investments at the start of 2026, these two stocks are now trading down 25% to 42%, respectively, from their 2026 highs. However, I think they're both ready for a rebound and could easily end the year strongly. The reality is that memory chips are in short supply, and prices continue to rise. Th", "date_published": "2026-08-13T19:25:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "MICRON01", "MICRON19"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MICRON01", "name": "Micron Technology, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b06d87fc-2e6c-4def-baee-2395f6e778c9/"}, {"symbol": "MICRON19", "name": "Micron Technology, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/ed9a566d-2138-4982-a873-e5260b768ea2/"}]}}, {"id": "source:183eb2e5d039490e6a0587036b90656f8021f124482c667ee1e7336a460a5fc8", "url": "https://finance.yahoo.com/markets/stocks/articles/microsoft-stock-rises-ackman-reaffirms-192150391.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/microsoft-stock-rises-ackman-reaffirms-192150391.html", "title": "Microsoft Stock Rises as Ackman Reaffirms Azure Bet", "content_text": "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 position. The real story is what Bill Ackman (Trades, Portfolio)'s fund sees ahead. Microsoft is spending heavily to build AI capacity today, and Pershing believes Azure, Microsoft 365 and Copilot can turn those billions into a much bigger earnings machine tomorrow. Warning! GuruFocus has detected 3 Warning Sign with MSFT. Is MS", "date_published": "2026-08-13T19:21:50+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:2d20bac3cc915bd9d1a89d4b170d76f74c8578741630bc19265e10ca5e9b30ef", "url": "https://finance.yahoo.com/video/nvidia-credit-risk-eases-still-191900339.html", "external_url": "https://finance.yahoo.com/video/nvidia-credit-risk-eases-still-191900339.html", "title": "Nvidia Credit Risk Eases, Still Elevated After $500B Plan", "content_text": "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 demand for its computer chips. View Comments", "date_published": "2026-08-13T19:19:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:1821caf8a39e8975a0a7a2b6349e6f94f98b3f0e2fa66d630e46697477468926", "url": "https://finance.yahoo.com/technology/ai/articles/neoclouds-crwv-nbis-soar-why-191800915.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/neoclouds-crwv-nbis-soar-why-191800915.html", "title": "Neoclouds CRWV & NBIS Soar (Why they have room to run)", "content_text": "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 and CoreWeave build cloud infrastructure engineered specifically for high-density AI training. The two leading AI infrastructure companies reported earnings this week that impressed Wall Street. Following their earnings releases, CoreWeave shares jumped nearly 20% while Nebius shares bolted 34%. B", "date_published": "2026-08-13T19:18:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:5e60b3c460cee0e5a4e21820adb407fedbb27ec8a28f6d6e2f094e767475f20d", "url": "https://finance.yahoo.com/markets/stocks/articles/nvidia-rallies-7-goldman-warns-191738175.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/nvidia-rallies-7-goldman-warns-191738175.html", "title": "Nvidia Rallies 7% as Goldman Warns Earnings Bar Is High", "content_text": "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 bar for results. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our free DCF calculator. Analyst James Schneider said GPU supply and demand remain strong, but elevated expectations could leave the stock vulnerable to a sell-the-news reaction even if Nvidia ", "date_published": "2026-08-13T19:17:38+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:2b4ba66c2783700cf73882facf3b5db3fb9929e2e9d9ce5a67016451fa3ea085", "url": "https://finance.yahoo.com/markets/stocks/articles/apple-stock-rises-while-norway-190103907.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/apple-stock-rises-while-norway-190103907.html", "title": "Apple Stock Rises While Norway Fund Reveals Huge Position", "content_text": "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 held 522 billion Norwegian kroner in Apple shares, making it its second-largest equity position. Only Nvidia (NASDAQ:NVDA) was bigger at 612 billion kroner. Alphabet (NASDAQ:GOOG) came next at 499 billion kroner. Microsoft? A distant fourth at 347 billion kroner. The disclosure does not explain Thursday's sh", "date_published": "2026-08-13T19:01:03+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "AAPL19", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AAPL19", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/bc6dc46b-0493-4aa0-9543-dc6fc5514228/"}, {"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:8f2611adc43185d1388443fade2c06f0187f77e4128fd6efe23b355d1e9600e9", "url": "https://finance.yahoo.com/technology/ai/articles/google-just-lost-one-biggest-185639126.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/google-just-lost-one-biggest-185639126.html", "title": "Google Just Lost One Of Its Biggest AI Names", "content_text": "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 $10 billion. The eye-popping figure underscores both Dean's stature and a broader investor willingness to place enormous bets on proven AI researchers, even before their new companies reach commercial scale. Warning! GuruFocus has detected 3 Warning Sign with MSFT. Is GOOGL fairly valued? Test your thesis with our free D", "date_published": "2026-08-13T18:56:39+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:86ccc52e53d18ea064fe8a65de8477bd5a75391a250d3040c59f42399944a44f", "url": "https://finance.yahoo.com/technology/ai/articles/iren-stock-jumps-microsoft-nvidia-185533310.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/iren-stock-jumps-microsoft-nvidia-185533310.html", "title": "IREN Stock Jumps as Microsoft and Nvidia Back Its AI Cloud Push", "content_text": "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 50-megawatt deployments at IREN's Childress, Texas, site. IREN is scheduled to deliver the systems to Microsoft during 2026 under a five-year cloud services agreement valued at $9.7 billion. Warning! GuruFocus has detected 3 Warning Sign with MSFT. Is MSFT fairly valued? Test your thesis", "date_published": "2026-08-13T18:55:33+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:ac16b9a35d37acb066e754bf35e6fa5748bebdd5bf4c97f7990e4c8b58209dcd", "url": "https://finance.yahoo.com/markets/stocks/articles/nvidia-stock-gains-while-norway-184712089.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/nvidia-stock-gains-while-norway-184712089.html", "title": "Nvidia Stock Gains While Norway Fund Reveals Top Holding", "content_text": "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 largest equity holding, with the stake valued at 612 billion Norwegian kroner as of June 30. That puts Nvidia ahead of virtually every other corporate giant in one of the world's biggest investment portfolios. The disclosure landed alongside Thursday's share-price gain, although there is no e", "date_published": "2026-08-13T18:47:12+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDA80", "NVDA01", "AAPL19"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}, {"symbol": "AAPL19", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/bc6dc46b-0493-4aa0-9543-dc6fc5514228/"}]}}, {"id": "source:7d1cbec2184f93e00fd257c118af45784ed0c81dbc6292d1a2f1affe21845bb5", "url": "https://finance.yahoo.com/markets/stocks/articles/alphabet-stock-climbs-norway-fund-184626656.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/alphabet-stock-climbs-norway-fund-184626656.html", "title": "Alphabet Stock Climbs as Norway Fund Ranks It Third", "content_text": "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 at 499 billion Norwegian kroner as of June 30, making it the third-largest company holding in the entire portfolio. Only Nvidia (NASDAQ:NVDA) and Apple (NASDAQ:AAPL) ranked higher. Microsoft (NASDAQ:MSFT) was a distant fourth at 347 billion kroner. Warning! GuruFocus has detected 4 Warning Signs with NVDA.", "date_published": "2026-08-13T18:46:26+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AAPL19", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AAPL19", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/bc6dc46b-0493-4aa0-9543-dc6fc5514228/"}, {"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:44628fbf29c4bf42705fd421246f842cc62cc6fa8b1be3c19f40f35c0476b270", "url": "https://finance.yahoo.com/markets/stocks/articles/jp-morgan-revises-microsoft-stock-184231929.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/jp-morgan-revises-microsoft-stock-184231929.html", "title": "JP Morgan Revises Microsoft Stock Target For 2026", "content_text": "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 Chatterjee raised his December 2027 price target to $625 from $550 while keeping an Overweight rating, pointing to potential acceleration across both Azure and Microsoft 365 Commercial Cloud. Warning! GuruFocus has detected 3 Warning Sign with MSFT. Is MSFT fairly valued? Test ", "date_published": "2026-08-13T18:42:31+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "MSFT80", "MSFT19", "MSFT01"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSFT80", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e7bf1aca-2bf8-4cbf-a2f6-49bb36d3368d/"}, {"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}, {"symbol": "MSFT01", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/1fcf8747-a209-4bcf-ab9e-89741debef2e/"}]}}, {"id": "source:d6a307aa27b17d0d87e07710d33cd68428c517b5e2ac9a4064bb7844a69df90b", "url": "https://finance.yahoo.com/technology/ai/articles/intuits-ai-mid-market-push-183000293.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/intuits-ai-mid-market-push-183000293.html", "title": "Intuit's AI and Mid-Market Push: Can Growth Follow Through?", "content_text": "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, analyze budgets and initiate workflows using natural language. IES is adding capabilities to address complex business needs, including multi-entity accounting, intercompany accounting and consolidation. AI can also help draft intercompany entries based", "date_published": "2026-08-13T18:30:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:8cc4e75fcb7df82fc89a03df68417ed332e22d7b2582471f27095d6857995203", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-500-billion-ai-infrastructure-181511541.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-500-billion-ai-infrastructure-181511541.html", "title": "How Nvidia\u2019s $500 Billion AI Infrastructure Financing Push Could Impact NVIDIA (NVDA) Investors", "content_text": "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\u2011party capital for global AI infrastructure buildouts across data centers and \"AI factories.\" This move effectively recasts Nvidia GPUs and systems as long\u2011lived, financeable infrastructure assets, widening access to its platforms while raising fresh questions about leverage, residual value risk, and how sustainable the current pace of AI spending will be. Next, we'll ex", "date_published": "2026-08-13T18:15:11+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:0a89f6df9bd6efc119dbfdd17d21d7ee778845addfb0bffc096f2a54d6f6e61a", "url": "https://finance.yahoo.com/markets/stocks/articles/microsoft-msft-pulling-back-china-175925559.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/microsoft-msft-pulling-back-china-175925559.html", "title": "Microsoft (MSFT) Is Pulling Back From China. Should Investors Worry?", "content_text": "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 branch offices and joint ventures in China have closed over the past five years, with the company even weighing a full exit in 2023. Microsoft insists it has no current plans to leave. Still, the retreat raises a fair question for anyone riding Microsoft's AI-driven rally: does China actually move the needle an", "date_published": "2026-08-13T17:59:25+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:be5c93356f588640614fb821978fdb100f9e3ab8398b7a1003c98d1d066cc114", "url": "https://finance.yahoo.com/markets/stocks/articles/googl-down-19-52-week-173800679.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/googl-down-19-52-week-173800679.html", "title": "GOOGL Down 19% From 52-Week High: Buy, Sell or Hold the Stock?", "content_text": "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, capital expenditure doubled to $44.9 billion, and the company reported negative free cash flow (FCF) of $5.855 billion. On a trailing 12-month basis, FCF declined 20% to $53.3 billion. Alphabet raised 2026 capital expenditure guidance to the $195-$205 billion range and expects investment to increase significantly again in 2027. Higher deprecia", "date_published": "2026-08-13T17:38:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AAPL19", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AAPL19", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/bc6dc46b-0493-4aa0-9543-dc6fc5514228/"}, {"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:a643a757b5baea2cc3a7665d034f51b421b4c41072a0ac6b76794b810b0a9bee", "url": "https://finance.yahoo.com/technology/ai/articles/bofa-picks-amd-nvidia-ai-170830595.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/bofa-picks-amd-nvidia-ai-170830595.html", "title": "BofA picks AMD and Nvidia as AI chip winners in massive CPU market", "content_text": "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 2030. The revised forecast marks a sizable increase from its previous estimate of roughly $170 billion. Analyst Vivek Arya also lifted the expected annual growth rate to 36% from 30%, pointing to changing AI workloads as a key factor. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our ", "date_published": "2026-08-13T17:08:30+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}]}