Sharemaestro Newsreel

Memory chip crunch could last 2 more years, JPMorgan says

Yahoo Finance Senior Business Reporter Ines Ferre joins Opening Bid to discuss JPMorgan's (JPM) latest note, warning that the memory chip shortage could continue for at least two more years. Ferre also breaks down the S&P 500's (^GSPC) bullish run, which has produced 26 …

SCKT Looks 55.6% Undervalued on GF Value™ but Faces Profitability Challenges

Socket Mobile Inc (SCKT) appears 55.6% undervalued based on GuruFocus's GF Value™, but this must be interpreted cautiously due to the company's persistent unprofitability and a low GF Score™ of 28. Despite a recent strategic partnership to expand distribution, the company faces significant financial …

Seagate Technology (STX) Could Keep Surging as Storage Prices Rise

Seagate Technology (STX) is positioned for continued growth due to rising storage prices, driven by increased demand for data retention and retrieval in AI-related workloads, while supply remains constrained. Sands Capital Technology Innovators Fund highlighted Seagate as a strong performer, noting its significant revenue …

Can IQM Quantum Computers Oyj (HLSE:IQMX) Justify Its Valuation After Buyback, Guidance And Earnings?

Does Arista Networks (ANET) Have the Potential to Rally 26.33% as Wall Street Analysts Expect?

Wall Street analysts project a 26.3% upside for Arista Networks (ANET), with a mean price target of $238.34. While price targets alone can be misleading due to potential analyst optimism and business incentives, a strong consensus and a low standard deviation in estimates can …

Quantum Computing Inc. Stock (QUBT) Opinions on Upcoming Earnings Report

Super Micro Computer Q4 earnings preview: Order backlog, margin expansion and cash flow in focus

[Supermicro headquarters in San Jose, California, USA] JHVEPhoto Super Micro Computer (SMCI [https://seekingalpha.com/symbol/SMCI]) is scheduled to announce Q4 earnings results on Tuesday, August 11th, after the market closes. Wall Street expects the San Jose, Calif.-based company to post EPS of $0.96 on revenue of …

Tech stocks today: Meta lays out new AI path, Intel to sell $15 billion in stock

Tech stocks fell in early trading Monday, as Meta (META) CEO Mark Zuckerberg laid out his vision for the future of AI and Intel announced it will sell $15 billion in stock. In his manifesto, Zuckerberg emphasized building out AI for all. "Some argue …

Sandisk rises after Argus upgrades rating to Buy

[SanDisk Corporate Headquarters, Silicon Valley, California] alacatr Shares of Sandisk (SNDK [https://seekingalpha.com/symbol/SNDK]) rose about 3% on Monday after Argus upgraded its rating to Buy from Hold, citing a pullback in the stock price and accelerating market and customer momentum that is driving sales growth …

The Role of SanDisk in Advancing AI Memory Solutions

Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, …

What Is Corsair Gaming, Inc.'s (NASDAQ:CRSR) Share Price Doing?

This article analyzes Corsair Gaming, Inc.'s stock valuation, highlighting a significant 29% share price increase over the last six months, pushing it closer to its intrinsic value. It uses the discounted cash flow (DCF) model to estimate a fair value of US$14.24, suggesting the …

Does STX Stock Still Have More Room to Run After Solid Q4 Earnings?

Seagate Technology Holdings plc (STX) delivered a strong fiscal fourth quarter in 2026, driven by AI-driven storage demand and HAMR technology adoption, leading to significant revenue and EPS growth. Despite a nearly 100% stock increase in six months, the company's fundamentals remain robust, with …

Apple downgraded, HPE upgraded: Wall Street's top analyst calls

Apple downgraded, HPE upgraded: Wall Street's top analyst calls The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly. Top Upgrades: Morgan …

Arista Witnesses an Uptrend in Estimate Revision: Is it Worth Buying?

Arista Networks (ANET) has seen an uptrend in earnings estimate revisions for 2026 and 2027, indicating positive sentiment. The company reported strong Q2 2026 results, surpassing estimates with a 37.7% year-over-year revenue increase, driven by its AI, cloud, and enterprise networking businesses. Arista's "Arista …

IONQ Sees Favorable Q2 Revenue Trends: More Upside Ahead?

Lenovo Group Ltd. (LNVGY) Hits Fresh High: Is There Still Room to Run?

A strong stock as of late has been Lenovo Group Ltd. (LNVGY). Shares have been marching higher, with the stock up 14.4% over the past month. The stock hit a new 52-week high of $72.16 in the previous session. Lenovo Group has gained 203.6% …

BNP Paribas Adjusts PT on Arista Networks to $248 From $200, Maintains Outperform Rating

BNP Paribas has increased its price target for Arista Networks (ANET) to $248, up from the previous $200, while reiterating an Outperform rating on the stock. This adjustment comes amidst a series of other analyst price target revisions for Arista Networks, all indicating a …

Socket Mobile's Apple-Based Scanners to Reach North American Resellers

Socket Mobile announced a strategic partnership with 3Eye Technologies to distribute its barcode scanners, contactless readers, and mobile data capture solutions across North America. This collaboration aims to expand Socket Mobile's presence in industrial and frontline mobility markets, particularly for rugged, Apple-compatible data capture …

Rigetti Computing Stock Surged -- Here Is What Is Driving the Rally

Key Points Rigetti is receiving major government backing to reinforce its position as a strategic quantum computing player. Still, it remains an early-stage company with significant losses, making it a high-risk, high-reward investment.10 stocks we like better than Rigetti Computing › Rigetti Computing (NASDAQ: …

Socket Mobile Partners with 3Eye Technologies to Expand Industrial Mobility Solutions for Apple-Based Frontline Operations

FREMONT, Calif., August 10, 2026 /PRNewswire/ -- Socket Mobile (NASDAQ: SCKT), a leading provider of data capture and delivery solutions, today announced a strategic partnership with 3Eye Technologies, a value-added distributor specializing in mobility solutions for the modern frontline workforce. Through the partnership, 3Eye …

Intel, Super Micro, Apple, SpaceX, Berkshire, AbCellera, and More Stocks That Explain Today’s Market

Intel falls after announcing a $15 billion stock offering and Apple declines following an analyst downgrade. Continue Reading

Argus Upgrades Sandisk to Buy From Hold, Price Target Is $1,600

Argus has upgraded Sandisk's stock rating from Hold to Buy, setting a price target of $1,600. This positive revision indicates increased confidence in the company's future performance by the analyst firm.

What's Going On With Western Digital Stock Monday?

Sandisk (NASDAQ: SNDK) stock gained in Monday's premarket trading, extending a longer-term uptrend despite a choppy intermediate setup. Experts advise caution due to the stock's sharp rally and elevated memory margins, with some analysts raising price targets while others lowered them. Technical analysis shows …

Analyst turns more bullish on hardware stocks as ‘chipflation’ accelerates demand

Investing.com -- Morgan Stanley has turned more constructive on IT hardware, upgrading its industry view as it argued that memory "chipflation" is accelerating infrastructure demand rather than delaying it. Analyst Erik Woodring told clients in a note on Friday that the firm raised its …

Super Micro Computer Continues Its 3-Month Fall: One Wall Street Bull’s Thesis Predicts 55% Upside From Here

Quick Read One bull sees 55% upside for SMCI, citing $60 billion in new orders and gross margins rebounding from 6% to nearly 10%. DELL surged 264% and HPE jumped 124% year to date on AI server demand, while SMCI lags under a company-specific …

Schwab: Retail investors want AI stocks on the cheap

Illustration: Brendan Lynch/Axios Retail investors took advantage of the volatility in the market last month to again be net buyers of stocks, new data from Charles Schwab shared exclusively with Axios shows. Why it matters: The trade in AI stocks shows staying power, as …

S&P 500 hits record high as Iran nuclear deal stalls

U.S. stock futures pointed to modest gains Monday morning as investors weighed a new record-high close for the S&P 500 against renewed uncertainty over a resolution to the U.S.-Iran conflict. The S&P 500 futures contract rose 0.12% and the Nasdaq-100 equivalent gained 0.38%, with …

Earnings Season, Persian Gulf Lull, Lift Wall Street Pre-Bell; Asia, Europe Up

Wall Street futures pointed moderately higher pre-bell Monday as traders awaited developments in the PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a …

Super Micro Rises 4% Ahead of Earnings; HPE Gains 4%, Dell Climbs 3% as AI Server Stocks Advance

Super Micro Computer (SMCI) shares surged 4% ahead of its fiscal Q4 2026 earnings report, pulling up peer AI server stocks like Hewlett Packard Enterprise (HPE) and Dell Technologies (DELL). The market is anticipating SMCI's results, especially after its pre-announced gross margin improvement and …

SMCI, Apple, Intel, Berkshire Hathaway, and More Stocks That Explain Today’s Market

The artificial intelligence trade is chugging along as investors wait for a CPI inflation print that could decide where rates go next. Continue Reading

Rigetti Computing, Inc. (NASDAQ:RGTI) Just Released Its Second-Quarter Results And Analysts Are Updating Their Estimates

Rigetti Computing, Inc. (NASDAQ:RGTI) recently released its second-quarter results, showing revenues in line with expectations at US$5.1m, but statutory losses per share increased to US$0.16. Analysts have updated their forecasts for 2026, predicting revenues of US$23.3m (a 74% increase) but a significant increase in …

D-Wave Quantum to Attend One Virtual, One California Conference

D-Wave Quantum Inc. (NASDAQ: QBTS) announced its participation in two upcoming investor conferences: the Needham 7th Annual Virtual Semiconductor & SemiCap Conference on August 20, 2026, and the Deutsche Bank 2026 Technology Conference on August 27, 2026, in Dana Point, California. The company, a …

D-Wave Quantum to Participate in Upcoming Investor Conferences

PALO ALTO, Calif., August 10, 2026--(BUSINESS WIRE)--D-Wave Quantum Inc. (NASDAQ: QBTS), ("D-Wave" or the "Company"), the only dual-platform quantum computing company providing both annealing and gate-model systems, software, and services, today announced that management will be participating in the following investor conferences: Needham 7th …

25-Year-Old Lost $35 Billion of His Investors’ Money. 2 Weeks Later, Silicon Valley Insiders Are Lining Up to Give Him More Cash.

Quick Read Aschenbrenner ran 400% leverage on concentrated AI bets including $NBIS and $CRWV, triggering margin calls that vaporized $35 billion in days. Shorts in $ADBE moved against the fund, yet within two weeks Silicon Valley insiders rallied to offer Aschenbrenner fresh capital. Aschenbrenner …

Stock market today: Dow, S&P 500, Nasdaq slip as oil prices climb, Nvidia stock sinks

US stocks slid amid rising oil prices on Monday, kicking off a week of earnings and inflation data. The S&P 500 (^GSPC) dipped 0.1%, while the Dow Jones Industrial Average (^DJI) fell 0.2%. The tech-heavy Nasdaq Composite (^IXIC) declined by 0.4% after a winning …

Stock market today: Dow, S&P 500, Nasdaq futures little changed in wait for key inflation data

US stock futures were muted to kick off a week of earnings and inflation data, with the major indexes within reach of all-time highs. Futures on the Dow Jones Industrial Average (YM=F) edged lower by 0.1%, while those on the S&P 500 (ES=F) and …