Sharemaestro Newsreel

Fair Isaac (FICO) Stock Jumped, So What Is Driving Attention Now?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Recent partnership news around Fair Isaac stock Fair Isaac (FICO) is back in focus after Informative Research joined the FICO Mortgage Direct License …

Watch These Key Metrics After Applied Materials Dipped on Earnings

Box COO Olivia Nottebohm Sells 5,834 Shares for $188,500

Key Points The executive sold 5,834 shares on August 7, 2026, for a total value of ~$188,500. The disposition reduced the insider's direct equity position by 1%. The transaction was executed under a Rule 10b5-1 trading plan established on July 9, 2025. The activity …

Amphenol Corporation (APH) Rebounds as Investors Look Past Copper Displacement Fears

Baron Capital, an investment management company, released its Q2 2026 investor letter for the "Baron Asset Fund". A copy of the letter can be downloaded here. U.S. equities reached new highs in Q2, mainly driven by a narrow group of stocks benefiting from AI …

Sandisk Jumps 7%, Western Digital Gains 4%, Micron Climbs 3% as the Kospi Returns to a Bull Market

What's Going On With AMD Stock Friday?

Advanced Micro Devices (AMD) is planning a $5 billion bond offering to fund its aggressive expansion into AI and server markets. The company projects over 80% server revenue growth in the second half of 2026 and at least 70% in 2027, with its broader …

CPAY|Corpay Inc|Price:425.190|Chg%:+15.510

Apple in Focus as New Houston AI Manufacturing Hub Opens

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 …

Applied Materials Extends Margin Streak to 13 Quarters but Shares Fall

This article first appeared on GuruFocus. Applied Materials (NASDAQ:AMAT) reported record third-quarter revenue of $9.12 billion, up 25% year over year, with non-GAAP diluted earnings of $3.50 per share, both ahead of the analyst consensus of $8.995 billion and $3.40. GAAP EPS came in …

Gary Black Warns Elon Musk: Tesla Can’t Match Apple's Marketing Relying Only on ‘Word-of-Mouth and the CEO’s Posts on X’

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 …

Q3 Earnings Forecast for VECO Issued By Northland Securities

Why Quantinuum Is Teaming Up with Apple Manufacturer Quanta Computer

Just days after Quantinuum’s first earnings report as a public company, the quantum leader unveils a partnership with Taiwan’s Quanta Computer. Continue Reading

Quantinuum Is Working With This Apple Partner to Scale Quantum Computing

Just days after Quantinuum’s first earnings report as a public company, the quantum leader unveils a partnership with Taiwan’s Quanta Computer. Continue Reading

How To Earn $500 A Month From Analog Devices Stock Ahead Of Q3 Earnings

Applied Materials Stock Falls After Earnings Beat -- Here's Why

This article first appeared on GuruFocus. Applied Materials (NASDAQ:AMAT) shares fell about 5% early Friday after the semiconductor equipment maker reported fiscal third-quarter results above Wall Street expectations and lifted its outlook. Revenue increased 25% from a year earlier to $9.12 billion, topping the …

Palantir’s 39.8% week draws 434M shares, but the signal stack has not confirmed the rebound

PLTR posted one of the strongest Technology moves of the week on heavy participation, yet Sharemaestro’s Trend Signal, Market Dynamics and Relative Strength readings remain short of full confirmation.

Should IBM’s (IBM) OpenAI and Together AI Deals Recast Its Role in Enterprise AI Infrastructure?

Earlier this week, International Business Machines Corporation announced a wide-ranging partnership with OpenAI and a multi‑year US$240 million agreement with Together AI to deploy NVIDIA-powered AI infrastructure on IBM Cloud for large‑scale open‑source model inference. By embedding OpenAI's frontier models directly into IBM Consulting …

Fabrinet Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

Uber (UBER) Stock Looks Reasonable On Earnings But Stretched After 90% Run

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Uber Technologies stock has delivered a strong 90.4% gain over the past five years, yet current valuation checks still suggest the shares lean …

Hood River Capital discloses 7.64% Bandwidth Inc. (BAND) position in Schedule 13G

Hood River Capital Management LLC has disclosed a 7.64% beneficial ownership stake in Bandwidth Inc. (BAND), totaling 2,295,924 shares, via a Schedule 13G filing. The firm reports sole dispositive power over these shares but no sole or shared voting power. This filing indicates an …

Coherent: Why A Post-Earnings Sell-Off Looks About Right (NYSE:COHR)

T1 Energy Q2 2026: Solar Module Sales $250.1M, G2_Austin Cell Factory Progress - News and Statistics

T1 Energy reported Q2 2026 net sales of US$250.1 million and a net loss of US$36.9 million. The company is advancing construction of its 2.1GW G2_Austin solar cell facility, with first cell production targeted for Q1 2027, and has increased its capital expenditure projection …

Western Wealth Management LLC Invests $928,000 in SS&C Technologies Holdings, Inc. $SSNC

Western Wealth Management LLC has acquired a new position in SS&C Technologies Holdings, Inc. (NASDAQ:SSNC), purchasing 13,741 shares valued at approximately $928,000 during the first quarter. This investment is part of broader institutional interest, with hedge funds and other institutional investors owning 96.90% of …

Coherent (COHR) Stock May Still Look Reasonable After Fresh AI Demand News

Micron Technology MU Extends AI Rally As Wall Street Lifts Targets

Micron Technology (MU) is experiencing an AI-driven rally, with Wall Street analysts raising price targets due to strong memory demand. The company's exceptional business trends, strategic investments in AI, and first-mover advantage in PCIe Gen 6 NVMe SSDs are positioning it as a key …

Can Jack Henry & Associates (JKHY) Justify Its Price After A 13% Slide?

Applied Materials to Participate in Upcoming Investor Conferences

Applied Materials, Inc. SANTA CLARA, Calif., Aug. 14, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that members of its management team will participate in fireside chats at upcoming investor conferences. Brice Hill, Senior Vice President and CFO, will participate at the Citi …

Marvell Technology Group Ltd (MRVL) rebound meets a still-negative one-month tape

The semiconductor stock’s weekly setup is active, but pressure readings and lighter turnover keep confirmation mixed.

Why I’ve Begun Accumulating ON Semiconductor

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 …

Broadcom (NASDAQ:AVGO) Combines Strong Growth Fundamentals with a Bull Flag Technical Setup

International Money Express jumps after New York approves Western Union deal (update) (IMXI:NASDAQ)

[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 …

Not Micron, Not Sandisk. This Artificial Intelligence (AI) Memory Stock Could Be the Next Nvidia.

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 …

iA Global Asset Management Inc. Decreases Stock Position in Monolithic Power Systems, Inc. $MPWR

Needham reiterates Digimarc stock rating citing new CEO strategy

Westhampton Capital LLC Sells 4,160 Shares of Qualcomm Incorporated $QCOM

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 …

Y Intercept Hong Kong Ltd Lowers Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM