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Analysts Keep Hiking Micron's Revenue and Price Forecasts - Shorting MU Puts Works Here

Why Lam Research (LRCX) Became This Portfolio’s Top Performer

Polen Capital Management Llc released its "Polen Focus Growth Strategy" Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index's …

Evaluating Amphenol’s (APH) AI Infrastructure Play

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 …

Applied Materials' Q3 Earnings Beat Estimates, Revenues Rise Y/Y

Applied Materials AMAT reported third-quarter fiscal 2026 non-GAAP earnings of $3.50 per share, which beat the Zacks Consensus Estimate of $3.38. The bottom line increased 41% from the year-ago quarter's reported figure of $2.48. AMAT reported revenues of $9.12 billion in the third quarter …

Micron Technology (NASDAQ:MU) Stock Rating Upgraded by New Street Research

Applied Materials is Down 6% Premarket. Will It Drag Down Lam Research, KLA, and Other Semi Equipment Stocks?

Applied Materials (AMAT) shares fell 5.7% premarket despite record fiscal Q3 results, as its Q4 guidance failed to meet high market expectations following a significant pre-earnings rally. While AMAT's strong results included record revenue and EPS, analysts noted implied sequential deceleration in systems shipment …

SoundThinking (NASDAQ:SSTI) Earns "Market Perform" Rating from Citizens Jmp

SoundThinking (NASDAQ:SSTI) Given New $8.00 Price Target at Cantor Fitzgerald

Sandisk stock surges as Wall Street cheers flash memory maker's bullish outlook

CSP Inc. Announces Quarterly Dividend, Payable on September 15, 2026

CSP Inc. announced a quarterly dividend of $0.03 per share, payable on September 15, 2026. Shareholders of record at the close of business on August 28, 2026, will be eligible for this dividend. The company, which specializes in IT integration solutions and high-performance products, …

Ultra Clean Holdings Launches $400 Million ATM Equity Program With UBS, Barclays and Others

Ultra Clean Holdings (UCTT) has initiated an at-the-market equity offering program to sell up to $400 million in common stock. UBS Securities, Barclays Capital, Craig-Hallum Capital Group, and Oppenheimer & Co. will serve as sales agents for the program. The company aims to enhance …

Earnings To Watch: Duos Technologies Group Inc (DUOT) Q2 2026 -- GF Value Sees 44% Downside

Duos Technologies Group Inc (DUOT) is scheduled to release its Q2 2026 earnings on August 17, 2026. While analyst estimates project revenue of $4.9 million and earnings of $0.66 per share for Q2, and significant increases in full-year estimates for 2026 and 2027, the …

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

Conviction in Gartner (IT) Backed by Competitive Advantage

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 …

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 …

This Cisco Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Friday

HSBC analyst Stephen Bersey downgraded Cisco Systems from Buy to Hold, cutting its price target. This article lists five significant analyst downgrades for Friday, including T-Mobile US, SoundThinking Inc., Cinemark Holdings, Inc., and Accelerant Holdings, detailing the analysts and their new ratings and price …

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 …

Cisco Systems stock drops after record Q4 2026 earnings and AI order surge

Z Squared outlines power-first AI infrastructure strategy By Investing.com

Z Squared Inc. has announced a strategic shift towards acquiring power-connected sites to convert into AI infrastructure. The company recently signed an agreement to acquire Paradox Data and its Union County campus, which already has 8 megawatts of energized capacity and aims for up …

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

A $250 Million Reason Why Micron Stock Is in Focus

This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) is putting $250 million behind startups working across the artificial intelligence ecosystem as it seeks earlier exposure to technologies that could shape future memory and storage demand. The Micron Ventures Paradigm Fund is the company's …

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 …

Rubrik CTO Arvind Nithrakashyap Sells $3.0 Million Stock

Key Points The transaction involved the sale of 38,460 shares at a weighted average price of $79.19, totaling ~$3 million. This disposition reduced the executive's direct stake in the company by ~12%. The sale was executed through the exercise of 38,460 stock options, with …

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 …

Riskified Ltd (RSKD) Stock News Today

Cisco Systems, Inc. (CSCO) Stock Forecasts

Argus has reiterated a $150 target price for Cisco Systems, Inc. (CSCO), citing momentum in AI networking. Cisco, a leader in communications equipment, has expanded its offerings beyond routers and switches into various technology sectors including collaboration, data centers, and security. The report is …

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 …

Unisys to Participate in Upcoming Investor Conferences

BLUE BELL, Pa., Aug. 14, 2026 /PRNewswire/ -- Unisys (NYSE: UIS) has announced that members of its management team will host one-on-one and small group meetings at the following upcoming investor conferences:Unisys Logo Midwest IDEAS Conference, Aug. 27, 2026, in Chicago, Ill. Sidoti Small-Cap …

Earnings Update: PagSeguro Digital Ltd. (NYSE:PAGS) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts

Intel's capital raise could imply foundry progress, expanding customer base: GF

Intel's (INTC [https://seekingalpha.com/symbol/INTC]) $23B [https://x.com/LipBuTan1/status/2088029999748321326?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Etweet] capital raise [https://seekingalpha.com/news/4630452-intel-upsizes-stock-offering-to-20b-prices-at-95] this week could imply that the semiconductor giant has made progress in its all-important foundry unit, and as such, an expanding customer base, GF Securities said. Shares rose fractionally in premarket trading on Friday. “We view …

Q3 Earnings Forecast for VECO Issued By Northland Securities

AI Sales Push Fortinet Shares to New Heights

FTNT provides cybersecurity solutions to enterprises, communications providers, governments, and small- to medium-sized businesses – its AI solutions are under heavy demand. The company's second-quarter fiscal 2026 earnings report showed $2.05 billion in quarterly revenue (a 26% year-over-year jump) with AI-related business growing 25%, …

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