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Stock Markets Face a Lose-Lose on Inflation From an Unlikely Threat

Lumentum’s red-hot earnings revive the AI trade, this crypto platform is buying gold like a central bank, Quantinuum’s results, and more news to start your day. Continue Reading

LITE mentioned
Sharemaestro market context Trend signal active 52 weeks +668.3% LITE stored weekly price path from 15 Aug 2025 to 7 Aug 2026

4 Outperforming Stocks That Could Keep Rewarding Investors

The S&P 500 Index (SPX) is up about 13% on the year, and a surprising number of stocks have already doubled in value. Investors tend to get drawn to these high-flying stocks, which made me curious whether these stocks tend to keep going higher …

HPE mentioned
Sharemaestro market context Trend signal active 52 weeks +156.6% · Next-week setup positive 55.9% HPE stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Equity Futures Rise Pre-Bell Ahead of Consumer Inflation Data

stock board prices market trading equities wall street -Shutterstock The main US equity benchmarks were trending higher in Wednesday's premarket activity as traders await a key inflation report. The S&P 500 was up 0.2%, the Dow Jones Industrial Average edged 0.1% higher, while the …

CSCO mentioned
Sharemaestro market context Trend signal active 52 weeks +86.5% · Next-week setup positive 57.1% CSCO stored weekly price path from 15 Aug 2025 to 7 Aug 2026

US Equity Futures Higher Pre-Bell as Traders Await Inflation Report

US equity futures were edging higher pre-bell Wednesday as traders looked forward to the latest national inflation report, which will be a major factor in the near-term direction of interest rates.Dow Jones Industrial Average futures were 0.2% higher, S&P 500 futures were up Silver …

CSCO mentioned
Sharemaestro market context Trend signal active 52 weeks +86.5% · Next-week setup positive 57.1% CSCO stored weekly price path from 15 Aug 2025 to 7 Aug 2026

HPE to Present Live Audio Webcast of Fiscal 2026 Third Quarter Earnings Conference Call

HOUSTON, August 12, 2026--(BUSINESS WIRE)--HPE (NYSE: HPE) will conduct a live audio webcast of a conference call with analysts to review financial results for the third quarter of fiscal 2026, ending July 31, 2026. The call is scheduled for Wednesday, September 2 at 3:30 …

HPE main company
Sharemaestro market context Trend signal active 52 weeks +156.6% · Next-week setup positive 55.9% HPE stored weekly price path from 15 Aug 2025 to 7 Aug 2026

AMD, Lumentum, others added to GF Securities preferred list, as AI rebound to continue (AMD:NASDAQ)

GF Securities has added AMD, Lumentum, and Hon Hai to its preferred list, anticipating a continued rebound in artificial intelligence-linked stocks. The firm believes that July's difficult market conditions for the Nasdaq were a temporary setback for the AI sector. This move signals confidence …

LITE main company
Sharemaestro market context Trend signal active 52 weeks +668.3% LITE stored weekly price path from 15 Aug 2025 to 7 Aug 2026

2 Growth Stocks with Explosive Upside and 1 Facing Headwinds

2 Growth Stocks with Explosive Upside and 1 Facing Headwinds Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle. …

CSCO mentioned
Sharemaestro market context Trend signal active 52 weeks +86.5% · Next-week setup positive 57.1% CSCO stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Wedge Capital Management L L P NC Reduces Position in Cisco Systems, Inc. $CSCO

Wedge Capital Management L L P NC has reduced its stake in Cisco Systems by 20.7% in the second quarter, selling 159,843 shares and retaining 611,892 shares valued at $71.9 million. Despite this reduction, institutional investors collectively own 73.33% of Cisco. The company recently …

CSCO main company
Sharemaestro market context Trend signal active 52 weeks +86.5% · Next-week setup positive 57.1% CSCO stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Lumentum, CoreWeave, SMCI, and More Stocks That Explain Today’s Market

Stock futures are rising after a solid batch of tech earnings gave the broader market a boost ahead of the July inflation report. Continue Reading

LITE main company
Sharemaestro market context Trend signal active 52 weeks +668.3% LITE stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Market’s Momentum Darlings Resurface as Optical Stocks Take Off

(Bloomberg) -- One of the stock market's favorite momentum plays from earlier this year is re-emerging as rising confidence in artificial intelligence spending sends the shares of optical component makers soaring again. Most Read from Bloomberg Phoebe Gates Knew Phia Shopping App Took Credit …

CSCO mentioned LITE mentioned AAOI mentioned
Sharemaestro market context Trend signal active 52 weeks +86.5% · Next-week setup positive 57.1% CSCO stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Energous (NASDAQ:WATT): What Could Today’s distributed wireless power Update Reveal?

Energous (NASDAQ:WATT) is scheduled to release a company update today concerning distributed wireless power technology. The article suggests readers should focus on operational evidence like commercial adoption, product validation, partner activity, and cash stewardship rather than stock price speculation. It emphasizes that the update …

WATT main company
Sharemaestro market context Price above Trend Line 52 weeks +139.8% · Next-week setup negative 38.6% WATT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

VIAVI Introduces Industry's First Channel Emulator for 6G and Wi-Fi 7/8

New Vertex 6.0 recreates real-world wireless conditions in the lab for complex cellular, Wi-Fi, military and aerospace RF technologies CHANDLER, Ariz., Aug. 12, 2026 /PRNewswire/ -- VIAVI Solutions Inc. (VIAVI) (NASDAQ: VIAV) has announced the latest, enhanced version of the Vertex channel emulation platform. …

VIAV main company
Sharemaestro market context Trend signal active 52 weeks +263.1% VIAV stored weekly price path from 15 Aug 2025 to 7 Aug 2026

A New VIAVI Platform Recreates 6G and Wi-Fi 7/8 Conditions

VIAVI Solutions Inc. (NASDAQ: VIAV) has launched Vertex 6.0, an enhanced channel emulation platform designed for testing next-generation 6G and Wi-Fi 7/8 technologies. This platform offers 400 MHz instantaneous bandwidth, supports carrier frequencies up to 23.6 GHz, and is the first channel emulator to …

VIAV main company
Sharemaestro market context Trend signal active 52 weeks +263.1% VIAV stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Amcor Non-GAAP EPS of $1.23 beats by $0.05, revenue of $6.4B beats by $340M

* Amcor press release [https://seekingalpha.com/pr/20616087-amcor-reports-strong-fourth-quarter-and-full-year-results] (AMCR [https://seekingalpha.com/symbol/AMCR]): Q4 Non-GAAP EPS of $1.23 beats by $0.05. * Revenue of $6.4B (+26.0% Y/Y) beats by $340M. * Net sales of $6,398 million were 26% higher than last year on a reported basis, including approximately $962 million …

CSCO mentioned
Sharemaestro market context Trend signal active 52 weeks +86.5% · Next-week setup positive 57.1% CSCO stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Cisco Systems Q4 26 Earnings Conference Call At 4:30 PM ET

(RTTNews) - Cisco Systems Inc. (CSCO) will host a conference call at 4:30 PM ET on August 12, 2026, to discuss Q4 26 earnings results. To access the live webcast, log on to https://investor.cisco.com/events-and-presentations/default.aspx The views and opinions expressed herein are the views and …

CSCO main company
Sharemaestro market context Trend signal active 52 weeks +86.5% · Next-week setup positive 57.1% CSCO stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Coherent shares rise after Lumentum earnings boost optical networking outlook

Laser lights ©Adobe Stock Images Coherent (NYSE:COHR) shares climbed 5.7% in premarket trading to $347.37 after rival Lumentum Holdings (NASDAQ:LITE) delivered fiscal fourth-quarter revenue and adjusted earnings above Wall Street forecasts and issued stronger-than-expected first-quarter sales guidance, reinforcing expectations of robust demand for optical …

LITE mentioned
Sharemaestro market context Trend signal active 52 weeks +668.3% LITE stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Lumentum beats quarterly forecasts as AI demand drives stronger outlook

Cloud computing applications ©Shutterstock Lumentum Holdings Inc (NASDAQ:LITE) reported fiscal fourth-quarter results above Wall Street expectations, supported by strong artificial intelligence-related demand for optical connectivity used in data centres. Adjusted earnings per share came in at $3.23, beating the analyst estimate of $2.95 by …

LITE main company
Sharemaestro market context Trend signal active 52 weeks +668.3% LITE stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Tencent reports Q2 results

* Tencent (TCEHY [https://seekingalpha.com/symbol/TCEHY]) reported adjusted net income of 68.4 billion yuan. * Revenue of 204.8 billion yuan ($30.36 billion), was up 11% from last year, higher than consensus of 202.4 billion yuan. * Revenue from value-added services, which include Tencent's gaming business, rose …

CSCO mentioned
Sharemaestro market context Trend signal active 52 weeks +86.5% · Next-week setup positive 57.1% CSCO stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Handelsbanken Fonder AB Boosts Stake in Ciena Corporation $CIEN

Handelsbanken Fonder AB significantly increased its holdings in Ciena Corporation (NYSE:CIEN) by 69.9% in the second quarter, now owning 75,043 shares valued at $36.81 million. Other institutional investors also adjusted their stakes, with several increasing their positions. The article also notes recent insider stock …

CIEN main company
Sharemaestro market context Price below Trend Line 52 weeks +353.8% · Next-week setup positive 64.5% CIEN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

BofA cuts Lumentum stock price target on valuation concerns

BofA Securities has lowered its price target for Lumentum Holdings Inc. (NASDAQ:LITE) to $1,000 from $1,100, maintaining a Neutral rating due to valuation concerns despite raising earnings estimates for 2027 and 2028. The company's stock has seen a significant gain over the past year, …

LITE main company
Sharemaestro market context Trend signal active 52 weeks +668.3% LITE stored weekly price path from 15 Aug 2025 to 7 Aug 2026

CSCO - AI Workforce Rollout

Cisco (CSCO) is initiating a company-wide AI deployment, providing personalized AI agents to all 90,000 employees starting in FY2027 to transition to autonomous agentic workflows across various departments. This rollout includes intelligent dynamic model routing and on-premises infrastructure for cost and security optimization, while …

CSCO main company
Sharemaestro market context Trend signal active 52 weeks +86.5% · Next-week setup positive 57.1% CSCO stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Stock market today: Dow and S&P 500 futures muted ahead of CPI data, Nasdaq rises

US stock futures were little changed in premarket trading on Wednesday as investors braced for fresh Consumer Price Index (CPI) data, which could alter the Fed's interest rate calculus. Futures on the Dow Jones Industrial Average (YM=F) traded flat, while those on the S&P …

CSCO mentioned
Sharemaestro market context Trend signal active 52 weeks +86.5% · Next-week setup positive 57.1% CSCO stored weekly price path from 15 Aug 2025 to 7 Aug 2026

The Manufacturers Life Insurance Company Boosts Stake in Ondas Holdings Inc. $ONDS

The Manufacturers Life Insurance Company significantly increased its stake in Ondas Holdings Inc. by 664% in the first quarter, now holding 129,481 shares valued at $1.17 million. Institutional investors collectively own 37.73% of Ondas, with Vanguard Group being the largest shareholder. The company is …

ONDS main company
Sharemaestro market context Price below Trend Line 52 weeks +136.0% · Next-week setup negative 40.7% ONDS stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Stock Futures Rise as AI Vibe Shifts Before CPI Inflation Report

Stock futures were rising on Wednesday after cloud computing company CoreWeave, optical networking company Lumentum, and server maker Super Micro all reported solid quarterly results, breathing some life into the AI trade ahead of the July inflation report. Continue Reading

LITE mentioned
Sharemaestro market context Trend signal active 52 weeks +668.3% LITE stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Amid Polycom's 2026 End-of-Life Shift and Cisco's Hardware Upgrades, New Patent Landscape Report Identifies Key IP Holdings in the Video Conferencing Market

Company Logo Amid a wave of technological shifts in 2026 including Cisco's rollout of Webex AI Agents, Microsoft Teams' enterprise security overhauls, Apple's iOS 26 FaceTime enhancements, and major hardware transitions away from legacy Polycom platforms—this comprehensive IP study analyzes the foundational patent portfolios …

CSCO mentioned
Sharemaestro market context Trend signal active 52 weeks +86.5% · Next-week setup positive 57.1% CSCO stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Stock futures little changed as traders await inflation report

[Wall Street-Street Sign] P_Wei/E+ via Getty Images Stock index futures were muted on Wednesday as traders turned their attention to a closely watched consumer inflation report that could offer fresh clues on the Federal Reserve's policy path. Dow futures (INDU [https://seekingalpha.com/symbol/INDU]) -0.01%, S&P 500 …

LITE mentioned
Sharemaestro market context Trend signal active 52 weeks +668.3% LITE stored weekly price path from 15 Aug 2025 to 7 Aug 2026

US Stock Market Today: S&P 500 Futures Stall As Traders Eye Inflation Signals

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. The Morning Bull - US Market Morning Update Wednesday, Aug, 12 2026 US stock futures are flat to slightly weaker as investors wait for fresh inflation clues. …

CSCO mentioned
Sharemaestro market context Trend signal active 52 weeks +86.5% · Next-week setup positive 57.1% CSCO stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Annex Advisory Services LLC Has $4.87 Million Holdings in Cisco Systems, Inc. $CSCO

Annex Advisory Services LLC significantly reduced its stake in Cisco Systems by 21.7% in the second quarter, now holding 41,457 shares valued at $4.87 million. Despite this, institutional investors collectively own 73.33% of Cisco, and analysts maintain a "Moderate Buy" rating with an average …

CSCO main company
Sharemaestro market context Trend signal active 52 weeks +86.5% · Next-week setup positive 57.1% CSCO stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Diversified Management Inc. Trims Stock Holdings in Cisco Systems, Inc. $CSCO

Diversified Management Inc. has reduced its stake in Cisco Systems, Inc. by 42% during the second quarter, selling 12,603 shares and now owning 17,375 shares worth $2.041 million. This reduction comes amidst other institutional investors adjusting their positions, with many increasing their holdings in …

CSCO main company
Sharemaestro market context Trend signal active 52 weeks +86.5% · Next-week setup positive 57.1% CSCO stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Extreme Networks (EXTR) Turns Profitable After Earnings, But Does The Valuation Still Work

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Extreme Networks (EXTR) has just reported quarterly and full year results that move the company from a loss to net income, alongside fresh …

EXTR main company
Sharemaestro market context Trend signal active 52 weeks +21.6% · Next-week setup positive 55.5% EXTR stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Optical Cable (NASDAQ:OCC) Stock Price Passes Above 200 Day Moving Average - Should You Sell?

Optical Cable (NASDAQ:OCC) shares recently rose above their 200-day moving average, reaching $16.29 before settling at $15.95, up 3.8%. Despite this, analyst sentiment remains negative, with ratings ranging from "sell" to "hold." The company reported positive quarterly earnings of $0.12 per share, a significant …

OCC main company
Sharemaestro market context Trend signal active 52 weeks +200.4% · Next-week setup negative 38.6% OCC stored weekly price path from 15 Aug 2025 to 7 Aug 2026

2 Value Stocks to Research Further and 1 We Find Risky

2 Value Stocks to Research Further and 1 We Find Risky Value stocks typically trade at discounts to the broader market, offering patient investors the opportunity to buy businesses when they're out of favor. The key risk, however, is that these stocks are usually …

BDC mentioned
Sharemaestro market context Price above Trend Line 52 weeks +7.2% · Next-week setup positive 56.0% BDC stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Franco-Nevada declares $0.44 dividend

* Franco-Nevada (FNV [https://seekingalpha.com/symbol/FNV]) declares $0.44/share quarterly dividend [https://seekingalpha.com/pr/20615856-franco-nevada-reports-q2-2026-results], in line with previous. * Forward yield [https://seekingalpha.com/symbol/FNV/dividends/yield?source=news_bullet] 0.73% * Payable Sept. 24; for shareholders of record Sept. 10; ex-div Sept. 10. * The company has now announced a dividend of $0.44 for three consecutive …

CSCO mentioned
Sharemaestro market context Trend signal active 52 weeks +86.5% · Next-week setup positive 57.1% CSCO stored weekly price path from 15 Aug 2025 to 7 Aug 2026

5 Must-Read Analyst Questions From Motorola Solutions’s Q2 Earnings Call

Motorola Solutions reported strong Q2 results, exceeding analyst expectations with double-digit sales growth and increased full-year guidance for revenue and EPS. Management attributed this success to robust demand for their LMR systems, critical network orders, and growth in their video security businesses. Key analyst …

MSI main company
Sharemaestro market context Price above Trend Line 52 weeks +2.7% · Next-week setup positive 62.4% MSI stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Lumentum Holdings Inc (LITE) (Q4 2026) Earnings Call Highlights: Revenue Surges 109% as ...

This article first appeared on GuruFocus. Revenue: Q4 revenue surged 109% year-over-year to $1.01 billion, marking the eighth consecutive quarter of top-line growth. Gross Margin: Non-GAAP gross margin crossed 50% in Q4, up 250 basis points sequentially and 1,260 basis points year-over-year. Operating Margin: …

LITE main company
Sharemaestro market context Trend signal active 52 weeks +668.3% LITE stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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