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Chronological news
External headlines link to their original source. Market context comes from stored weekly company data, not from an opinion about the article.
The semiconductor stock’s weekly setup is active, but pressure readings and lighter turnover keep confirmation mixed.
The author, Alex Sirois, is accumulating ON Semiconductor (ON) stock due to its strong performance in AI data center revenue, which more than doubled in Q2 2026, and its strategic position in the AI power tree. The company also benefits from significant free cash …
Agreement Provides Immediate Access to Fully Powered Capacity Scalable to 111 MW, Accelerating Boost Run's Growth NORTHBROOK, Ill., August 14, 2026--(BUSINESS WIRE)--Boost Run, Inc. (Nasdaq: BRUN), an NVIDIA Preferred Cloud Partner operating in adherence with NVIDIA Reference Architecture standards, today announced that it has …
[Western Union International Monet Transfer Banking Business Logo And Sign] martinrlee International Money Express (IMXI [https://seekingalpha.com/symbol/IMXI]) soared 35% in after-hours trading after a New York regulator approved its $500 million sale to Western Union (WU [https://seekingalpha.com/symbol/WU]). The New York Department of Financial Services approved …
Key Points Demand for high bandwidth memory, DRAM, and NAND flash storage is on the rise. Micron and Sandisk are two of the best-known players in the AI memory segment. A rival from Korea may offer more compelling upside in the long run as …
Sharemaestro market context Trend signal active 52 weeks +627.1% · Next-week setup positive 58.0%Westhampton Capital LLC reduced its stake in Qualcomm Incorporated (NASDAQ:QCOM) by 32.0% in the second quarter, selling 4,160 shares and retaining 8,833 shares valued at $1.63 million. Institutional investors own 74.35% of Qualcomm, and analysts generally rate the stock as "Hold" with an average …
Assenagon Asset Management S.A. has initiated a new position in Vishay Precision Group (VPG), acquiring 18,144 shares valued at approximately $2.72 million. This investment comes amidst mixed analyst sentiment for VPG, which holds a "Moderate Buy" consensus rating but recently reported earnings and revenue …
Applied Materials AMAT -Shutterstock Applied Materials (AMAT) fiscal fourth-quarter revenue outlook suggests slower full-year systems shipment growth than previously estimated, Morgan Stanley said in a client note Friday. The brokerage was expecting the semiconductor-equipment manufacturer to issue a revenue Silver Upgrade to read this …
Vest Financial LLC acquired 66,670 shares of A10 Networks, Inc. (NYSE:ATEN) valued at approximately $2.49 million, taking a 0.09% stake in the company. This comes as A10 Networks exceeded quarterly earnings and revenue expectations, reporting $0.25 EPS against an expected $0.24 and a 15.5% …
Allot Ltd. (ALLT) has filed a Form 144 with the SEC, indicating a potential sale of up to 26,666 Ordinary Shares through Oppenheimer & Co. Inc. on the Nasdaq. The aggregate value of these shares is approximately $211,461.38, and they originate from two RSU …
Greenhaven Associates Inc. reduced its stake in Arrow Electronics (NYSE:ARW) by 6.9% in the second quarter, selling 131,707 shares but still retaining 1.76 million shares valued at $376.5 million. This adjustment makes Arrow Electronics the 10th largest holding in Greenhaven's portfolio, representing 4.3% of …
Polaris Capital Management LLC reduced its stake in Arrow Electronics by 31.7% in Q2, retaining 195,700 shares valued at $41.76 million, making it their 6th largest holding. Arrow Electronics exceeded earnings expectations with $5.45 EPS and $9.99 billion in revenue, and authorized a $1 …
Renaissance Technologies LLC has acquired 63,900 shares of Upbound Group, Inc. (NASDAQ:UPBD) for approximately $1.15 million, representing a 0.11% stake in the company. Upbound Group reported strong quarterly earnings, surpassing analyst estimates, and currently offers a high annualized dividend yield of 7.9%. The company …
Ambiq Micro (NYSE:AMBQ) reported strong second-quarter results, with revenues exceeding analyst forecasts by 7.6% and statutory losses being smaller than expected. Analysts have responded by significantly upgrading revenue estimates for 2026 and reducing loss estimates, indicating a positive shift in sentiment. Despite these upgrades, …
The S&P 500 hits a new high after a constructive pause. Workday and Sandisk lifted software and memory plays. Applied Materials fell late on earnings. Continue Reading
NewEdge Advisors LLC reduced its stake in Broadridge Financial Solutions Inc. by 43.7% in the first quarter, selling 11,629 shares and retaining 15,012 shares valued at approximately $2.44 million. Broadridge reported strong quarterly earnings, exceeding analyst estimates, and increased its quarterly dividend from $0.97 …
UTStarcom Holdings reported a 26.1% year-on-year revenue decline to $3.4 million in the first half of FY27, with net losses widening to $5.1 million. The decrease was attributed to lower volumes from key markets and the completion of major projects. Despite financial headwinds and …
Aehr Test Systems (AEHR) saw its shares jump by about 10% on Friday after Jefferies initiated coverage of the company with a Buy rating. The investment bank set a price target of $175 for AEHR, highlighting the company's unique position as the sole vendor …
Zacks Equity Research has named Monolithic Power Systems (MPWR) as its Bull of the Day due to strong earnings, significant growth in AI-related power management solutions, and a Zacks Rank #1 (Strong Buy). Conversely, Las Vegas Sands (LVS) is designated as the Bear of …
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