Thailand Semiconductors news | Sharemaestro Newsreel

11:35 12 Aug 2026

finance.yahoo.com Deals and strategy Provider-linked mention 🇹🇭 Thailand

Prediction: A $1,000 Investment in IonQ Could Be Worth This Much by 2028 as Revenue Soars 287% and Its Backlog Grows Even Faster

Quantum computing stands at the frontier of technological disruption, promising to solve problems that standard systems struggle to tackle. For investors focused on artificial intelligence (AI), the opportunity is clear: Quantum systems can accelerate machine learning, optimize complex models, and unlock new layers of …

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11:32 12 Aug 2026

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Dow Jones Futures Rise With CPI Inflation Due; AI Stocks Rally As 3 Nvidia Partners Lead Earnings Movers

Futures rose ahead of CPI inflation data. Nvidia partners Lumentum, CoreWeave, Super Micro jumped on earnings, lifting AI stocks. Continue Reading

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11:30 12 Aug 2026

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Lockheed Martin, Verizon, Keysight, ODC and Astris AI Demonstrate Technology for Public Airspace Protection with NVIDIA Technology

NetSense™ system combines 5G, commercial technology and AI to detect Unmanned Aerial Systems BETHESDA, Md., Aug. 12, 2026 /PRNewswire/ -- Lockheed Martin (NYSE: LMT), in collaboration with Verizon, NVIDIA, Keysight Technologies, ODC and Astris AI, recently showcased how commercial off-the-shelf (COTS) technologies can make …

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11:20 12 Aug 2026

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I've Been Wrong About Microsoft Stock for Years. Here's Why I'm Finally Changing My Mind.

For the last five years, I've been the person rolling my eyes at Microsoft's (NASDAQ: MSFT) valuation and calling it priced for perfection. Today, after its latest set of numbers and the way the company has embedded itself into AI, cloud, and everyday work, …

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11:08 12 Aug 2026

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Prediction: Solana Will Replace Ethereum as the No. 1 Altcoin by 2030

Ethereum (CRYPTO: ETH) currently reigns as the No. 1 altcoin in the world, and it's not even close. With a market cap of $232 billion, Ethereum is approximately five times larger than its next closest competitor. However, Ethereum is no longer growing as fast …

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11:00 12 Aug 2026

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Forget big tech: the real AI money is in plumbing

Host Kenny Polcari joins Yahoo Finance's Jared Blikre and Founder ETFs' Michael Monaghan to explore the data showing why founder-led companies significantly outperform the market. The panel also breaks down the flawless execution of the SpaceX IPO, the overlooked opportunities in AI infrastructure, and …

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10:58 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇹🇭 Thailand

CoreWeave, Super Micro climb on signs of sustained AI buildout

By Akriti Shah Aug 12 (Reuters) - Shares of CoreWeave and Super Micro Computer climbed premarket on Wednesday after ‌upbeat forecasts from the two AI infrastructure companies ‌reinforced demand expectations for computing capacity. Shares of neocloud provider CoreWeave rose more than 18%, with peer …

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10:53 12 Aug 2026

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River AI secures $1.1bn investment for full-stack AI development

River AI, a full-stack AI company founded by xAI co-founder Igor Babuschkin, has raised $1.1bn in a round led by General Catalyst and AMP PBC, with strategic investment from Nvidia and AMD Ventures. Y Combinator and Temasek also took part in the investment round. …

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10:50 12 Aug 2026

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The Stock Market Is Flashing the Same Warning Signal That It Did Before the Dot-Com Bubble. Here's What History Says Comes Next.

Key Points One way to measure the S&P 500's valuation is by looking at the Shiller CAPE ratio. The CAPE ratio measures the S&P 500's value relative to its 10-year average inflation-adjusted earnings. The last time the CAPE ratio was this high, the market …

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10:40 12 Aug 2026

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Why Is CoreWeave Stock Soaring Wednesday?

CoreWeave, Inc.(NASDAQ:CRWV) stock jumped in Wednesday's premarket session as investors focused on stronger AI compute pricing, higher revenue guidance and continued demand for large-scale AI infrastructure. The company said it raised prices by about 25% across AI compute offerings in July to reflect strong …

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10:40 12 Aug 2026

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Better AI Infrastructure Stock: Vertiv vs. Eaton

Key Points Microsoft, Meta, Amazon, Alphabet and other tech giants are projected to spend as much as $1 trillion on AI in 2027. Vertiv specializes in AI infrastructure with essential data center products, such as power management and cooling solutions Eaton is a legacy …

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10:17 12 Aug 2026

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If I Were in My 40s, I'd Buy This Vanguard ETF Warren Buffett Recommended and Hold It Forever

Key Points Warren Buffett steered the Berkshire Hathaway holding company to market-crushing returns for 60 years. He often said everyday investors could do well by simply buying an exchange-traded fund that tracks a diversified index like the S&P 500. In February 2014, he specifically …

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09:37 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇹🇭 Thailand

3 Reasons We Love Meta (META)

3 Reasons We Love Meta (META) Over the past six months, Meta's shares (currently trading at $591.67) have posted a disappointing 11.8% loss, well below the S&P 500's 11% gain. This was partly due to its softer quarterly results and may have investors wondering …

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09:35 12 Aug 2026

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Wall Street Analyst Predicts a $1.4 Trillion AI Boom in 2027: 3 Stocks to Buy Now

Key Points As the AI chip leader, Nvidia is a great stock to play booming AI capex. AMD is riding two powerful AI trends that are just getting started. Micron could be one of the biggest beneficiaries from higher-than-expected AI infrastructure spending. 10 stocks …

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09:23 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇹🇭 Thailand

Global Artificial Intelligence (AI) Patent Landscape Report 2026: Analyzing Key Patent Holdings, R&D Filings, and IP Strategies of Industry Leaders

Company Logo Amid rapid 2026 breakthroughs, highlighted by Microsoft's and Google's expansion into autonomous AI agents, Nvidia's next-gen chip IP, and IBM's enterprise patent growth this detailed study provides an in-depth mapping of international patent filings, key assignee portfolios, technological clusters, and emerging licensing …

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08:58 12 Aug 2026

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Taiwan Semiconductor's July Revenue Rose 45% and the Stock Sits 13% Below Its High

Key Points TSMC's July revenue came in at a record NT$467.58 billion, up 44.7% from a year earlier. Management expects full-year 2026 revenue to grow slightly above 40% in U.S. dollar terms. The stock closed Monday at $418.47, about 13% below its 52-week high …

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08:40 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇹🇭 Thailand

CoreWeave soars after fifth straight quarter of record revenue, raised guide

Investing.com -- CoreWeave shares jumped more than 15% on Tradegate Tuesday after the cloud-computing company posted its fifth consecutive quarter of record revenue and beat Wall Street estimates, underscoring continued strength in demand for AI computing. CoreWeave is a specialized cloud provider that buys …

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08:33 12 Aug 2026

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MiTAC Computing Showcases Diversified Infra for Agentic Workloads at OCP APAC Summit

TAIPEI, Aug. 12, 2026 /PRNewswire/ -- MiTAC Computing Technology Corporation, a global leader in high-performance, energy-efficient server solutions and a subsidiary of MiTAC Holdings Corporation (TSE:3706), today showcased its diversified rack-scale infrastructure engineered for Agentic AI workloads at the OCP APAC Summit. Highlighting the …

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08:01 12 Aug 2026

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Norway $2.3 Trillion Fund Posts Best Quarter Since 2020

(Bloomberg) -- Norway's sovereign wealth fund, the world's largest, reported its best quarterly return in six years, helped by gains from its large holdings in global technology companies. Most Read from Bloomberg Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Phoebe Gates Knew Phia …

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07:45 12 Aug 2026

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Foxconn posts quarterly profit surge on AI server demand

Foxconn headquarters in New Taipei City in May 2025 (I-Hwa Cheng) Taiwanese tech hardware titan Foxconn reported on Wednesday a forecast-busting second quarter net profit, as exploding demand for artificial intelligence servers needed in data centres powered the company's growth. Foxconn, whose official name …

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07:45 12 Aug 2026

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3 Reasons to Avoid ON and 1 Stock to Buy Instead

3 Reasons to Avoid ON and 1 Stock to Buy Instead Over the past six months, onsemi has been a great trade, beating the S&P 500 by 9.6%. Its stock price has climbed to $81.31, representing a healthy 20.7% increase. This was partly due …

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07:30 12 Aug 2026

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Cerebras Set to Report Earnings as AI Chips Enter a New Era

Cerebras Systems stock has had a wild ride in a crowded field. But its Wafer-Scale Engine shows promise as AI enters a new era. Continue Reading

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07:24 12 Aug 2026

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Nvidia Partner Hon Hai’s Profit Beats on Sustained AI Spending

(Bloomberg) -- Hon Hai Precision Industry Co. reported a better-than-expected increase in quarterly profit, signaling robust global demand for AI hardware. Most Read from Bloomberg Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Phoebe Gates Knew Phia Shopping App Took Credit for Sales It …

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07:23 12 Aug 2026

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Taiwan's Foxconn reports 35% rise in Q2 profit on AI demand, beats forecasts

TAIPEI, Aug 12 (Reuters) - Taiwan's Foxconn, ‌the world's largest ‌contract electronics maker, reported on Wednesday a 35% rise in second-quarter profit, ‌beating ⁠analyst forecasts, on continued strong ⁠demand for AI. Net profit for the April to June period ‌for Nvidia's biggest server maker …

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06:40 12 Aug 2026

finance.yahoo.com Earnings Main company 🇹🇭 Thailand

Micron (MU) Stock Looks Cheap Even After A Huge Run

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Micron Technology stock has delivered extremely strong gains over the past three years, yet the current valuation checks give a more cautious, mixed …

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04:08 12 Aug 2026

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Is United Health Stock Still Undervalued?

The management team deserves credit for the adjustments made at the beginning of this year. Missed Nvidia in 2009? This Rare Signal Is Flashing Again.In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that …

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04:01 12 Aug 2026

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Is the U.S. Economy About to Crash?

Job growth is slowing, inflation is soaring, and geopolitical tensions are increasing. *Stock prices used were the afternoon prices of Dec. 14, 2025. The video was published on Dec. 16, 2025. Where to invest $1,000 right now? Our analyst team just revealed what they …

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04:01 12 Aug 2026

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Nvidia's $500 Billion Financing Plan Is 20 Times What the Telecom Bubble Ran On

Key Points Nvidia signed memorandums of understanding Monday with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to mobilize more than $500 billion of third-party capital for AI infrastructure. By McKinsey's estimate, nine telecom equipment suppliers had extended about $25.6 billion of vendor financing …

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03:17 12 Aug 2026

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CoreWeave Stock Surges Nearly 16% After Earnings, Analyst Says Old Nvidia GPUs Can 'Still Generate Revenue Nearly a Decade Later'

On Tuesday, CoreWeave Inc.(NASDAQ:CRWV) shares jumped nearly 16% in after-hours trading after its second-quarter results, with analyst Daniel Newman pointing to an extended Nvidia Corp(NASDAQ:NVDA) A100 contract as evidence that older AI GPUs may remain valuable far longer than expected. CoreWeave Stock Jumps After …

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01:54 12 Aug 2026

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Mark Zuckerberg Published His Superintelligence Manifesto Monday Morning. Meta Still Trades at 18 Times Forward Earnings.

Key Points Mark Zuckerberg published a letter Monday arguing superintelligence should be distributed to everyone rather than controlled by a few institutions. Meta released an open-weight model the same day and said the weights of its most advanced model, Muse Spark 1.2, will follow. …

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00:30 12 Aug 2026

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China Earnings to Test Rotation From AI to Internet Stocks

(Bloomberg) -- A rotation into China's biggest tech firms from AI infrastructure stocks will be tested this week as earnings are due. Most Read from Bloomberg Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Pakistan Says Deal Is Close Even as Iran, US Harden …

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00:00 12 Aug 2026

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Peak Memory Fears Put Focus on Samsung, SK Hynix Cash Returns

(Bloomberg) -- Memory-chip makers may have found a new defense against the inevitable cooling of their boom: giving more cash back to shareholders. Most Read from Bloomberg Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Pakistan Says Deal Is Close Even as Iran, US …

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23:15 11 Aug 2026

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Stocks Supported by Renewed Middle East Optimism

The S&P 500 Index ($SPX) (SPY) today is up +0.04%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.32%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.07%. September E-mini S&P futures (ESU26) are up +0.02%, and September E-mini Nasdaq futures (NQU26) …

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22:40 11 Aug 2026

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Hedge Funds Favor Microsoft Corporation (MSFT) Over Meta Platforms Inc. (META)

Microsoft Corporation (NASDAQ:MSFT) added nearly $450 billion in market value on Thursday, the largest single-day gain for any U.S. company ever, after its earnings convinced investors its AI spending is starting to pay off. The stock surged as much as 16%, lifting Microsoft's market …

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22:17 11 Aug 2026

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The Best "Strong Buy" Momentum Stocks to Buy Now in August

Investors largely sat on their hands to start the week as headlines and social media posts about the U.S. and Iran provide constantly contradicting updates. The stock market dipped on Tuesday heading into the release of July CPI data on Wednesday. Still, Nvidia kicked …

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22:01 11 Aug 2026

cnbc.com Market update Provider-linked mention 🇹🇭 Thailand

Why Jensen Huang’s $500 billion AI financing plan faces a big risk from China

Jensen Huang built the world's most valuable company by pioneering the specialized computer chips behind the artificial intelligence boom. To keep his vision for the future within reach, the Nvidia founder is now attempting a different kind of engineering: convincing Wall Street investors that …

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