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AM Markets Need to Know: Goldman Sachs weighs AI financing, Trump unveils drone tariffs, and more
[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 …
The Tables Have Turned: A Year Ago Hewlett Packard Was The Cheaper Bet, Not Dell and Super Micro
The article discusses how Hewlett Packard Enterprise (HPE) is now priced at a premium compared to Dell Technologies (DELL) and Super Micro Computer (SMCI), a reversal from a year ago. HPE's higher valuation is attributed to its record backlog and accelerated profit targets, fueled …
Chuck Robbins Says AI Is Fueling a "Networking Supercycle." Cisco's Guide Puts a $7.5 Billion Number on It.
Key Points Cisco took $9.3 billion of AI infrastructure orders from hyperscalers in fiscal 2026, including $4 billion in the fourth quarter alone. Management expects $7.5 billion of AI infrastructure revenue from hyperscalers in fiscal 2027, roughly a tenth of guided revenue. Fourth-quarter gross …
AmpliTech outlines 2026 priorities while declining to reaffirm $50M full-year revenue guidance amid deployment timing shifts
Earnings Call Insights: AmpliTech Group, Inc. (AMPG) Q2 2026 MANAGEMENT VIEW * CEO Fawad Maqbool described Q2 as “an important period in AmpliTech's continued transformation and growth,” adding that results reflected “a deliberate increase in investment as we position AmpliTech to pursue and support …
First Wilshire (SILC) trims position to 4.98% beneficial ownership
First Wilshire Securities Management, Inc. reported a beneficial ownership of 4.98% in SILICOM LTD. (SILC) ordinary shares, according to a SCHEDULE 13G/A filing. As of June 30, 2026, the California-based entity beneficially owned 284,287 ordinary shares, with sole voting power over 272,111 shares and …
Judge Affirms Settlement Allowing HPE’s Deal for Juniper
A federal judge has approved a Justice Department settlement that permits Hewlett Packard Enterprise (HPE) to acquire Juniper Networks for $14 billion, despite objections from several state attorneys general. The states argued the settlement was ineffective and tainted by improper lobbying, but the judge …
Earnings call transcript: AmpliTech Group Q2 2026 revenue miss sparks sharp selloff
AmpliTech Group reported Q2 2026 revenue of $8.07 million, significantly missing Wall Street's forecast of $13 million, leading to a sharp selloff in its stock. The company attributed the revenue miss to customer deployment timing shifts and subsequently withdrew its full-year guidance. Despite a …
AmpliTech Group (NASDAQ:AMPG) Posts Quarterly Earnings Results, Misses Estimates By $0.10 EPS
AmpliTech Group (NASDAQ:AMPG) reported a quarterly loss of $0.12 per share, missing analyst estimates by $0.10, although revenue of $8.07 million slightly exceeded expectations. Following these results, the company's stock fell 6.6% to $5.99. Insider selling of shares has also been noted, while analysts …
Harmonic CEO and CFO Will Host Investor Meetings in 2 Cities
Harmonic (NASDAQ: HLIT) announced that President and CEO Nimrod Ben-Natan and CFO Walter Jankovic will host investor meetings at the Jefferies Semiconductor, IT Hardware & Communications Technology Conference in Chicago on August 25, 2026. CFO Walter Jankovic will also hold investor meetings at the …
Hewlett Packard Enterprise Co. stock outperforms competitors on strong trading day
Hewlett Packard Enterprise Co. (HPE) shares rose by 1.75% to $59.82, outperforming its competitors and the broader market on a strong trading day. The S&P 500 Index and Dow Jones Industrial Average also saw gains. This marks the second consecutive day of increases for …
VIAVI Solutions FY 2026: Revenue $1.52B, EPS ($0.13) — 10-K Summary
VIAVI Solutions Inc. reported a significant revenue increase of 40% to $1.52 billion in fiscal year 2026, driven by strong demand in lab/production and field segments, particularly within the data center ecosystem. Despite this revenue growth, the company swung to a net loss, posting …
AmpliTech Group Reports Q2 2026 Revenue of $8.07 Million, up 50.9% Sequentially, and Gross Profit Growth of 161.2% Year-over-Year
AmpliTech Group announced strong financial results for Q2 2026, with revenue reaching $8.07 million, a 50.9% sequential increase, and gross profit soaring by 161.2% year-over-year to $2.25 million. The company is actively scaling commercialization across its 5G/telecommunications, SATCOM, defense, and semiconductor markets, supported by …
Retail Investors Think This Under-$10 Drone Stock Can Double
Retail investors are looking beyond Nvidia to find long-term investments that will pay off. To find the small names investors believe have potential, we scoured Reddit communities like r/investing and r/stockstobuytoday, where everyday traders swap ideas and dig into stocks Wall Street mostly ignores. …
Sector Update: Tech Stocks Mixed Late Afternoon
Tech stocks were mixed late Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) rising 1.3% and the State Street SPDR S&P Semiconductor ETF (XSD) down 0.3%.The Philadelphia Semiconductor index added 1.2%.In corporate news, Amazon-backed (AMZN) Silver Upgrade to read this …
S&P 500 Hits Record as Cooling Inflation Boosts Rate-Cut Hopes
This article first appeared on GuruFocus. The S&P 500 moved into record territory Thursday after U.S. wholesale prices showed little change in July, giving investors another indication that inflation pressures may be easing. The benchmark was recently up about 0.5%, while the Nasdaq Composite …
Cisco Systems' Fiscal 2027 Revenue Outlook Seen As Conservative, UBS Says
Cisco Systems (CSCO) initial fiscal 2027 revenue outlook appears conservative, with UBS's analysis of orders and backlog suggesting the implied second-half growth rate could be understated by at least 5 percentage points.The company raised its fiscal 2027 AI revenue outlook to Silver Upgrade to …
Cisco Falls 7% Despite Strong AI Outlook
This article first appeared on GuruFocus. Cisco Systems Inc. (CSCO, Financials), the networking equipment maker, fell about 7% in premarket trading even after its latest results and outlook came in ahead of Wall Street expectations. The disconnect appears to be margins. Warning! GuruFocus has …
Visa Stock Edges Higher as Ackman Backs Network Durability
This article first appeared on GuruFocus. Visa (NYSE:V), the global payments giant, advanced approximately 0.5% Thursday morning after Pershing Square revealed a new position. The bet comes right when investors are asking tougher questions about Visa's future. Stablecoins are growing. AI agents could reshape …
Super Micro Stock Is on a Tear. Why the Market Loved Its Earnings More Than Cisco’s.
Super Micro Computer stock continued its post-earnings rally Thursday while Cisco Systems —another hardware maker that has gotten an artificial-intelligence boost—fell hard. Super Micro stock surged 8% on Thursday to $40.63. Super Micro reported fiscal fourth-quarter financial results after the stock market closed Tuesday. …
Stocks See Support from Favorable PPI Report
The S&P 500 Index ($SPX) (SPY) is up +0.57%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +1.22%. September E-mini S&P futures (ESU26) are up +0.58%, and September E-mini Nasdaq futures (NQU26) are …
Viavi Solutions Gains From AI Infrastructure Demand as Margins Expand
Viavi Solutions Inc. VIAV is benefiting from rising AI infrastructure investment as demand for data center networking, testing and cybersecurity solutions drives growth. Fourth-quarter fiscal 2026 revenues rose 52.5% year over year to $443.1 million, while non-GAAP EPS reached 34 cents. Data center demand, …
Sharemaestro market context Trend signal active 52 weeks +263.1%Stock Market Today: Nasdaq 100 Leads Upside; Sellers Yank Coach Bag Firm Lower (Live Coverage)
Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings. Continue Reading