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Update: US Equity Indexes Mixed After Annual Inflation Eases, Iran Geopolitics Worsens

(Updates with index/price moves, macroeconomic data and geopolitical news from the first paragraph.) 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 subscription? …

CoreWeave, Super Micro surge on signs of insatiable AI demand

Shares of CoreWeave and Super Micro Computer surged after both AI infrastructure companies provided upbeat forecasts, indicating robust demand for computing capacity driven by generative AI workloads. CoreWeave raised its annual revenue and profit forecasts, with its CEO noting that near-term capacity is sold …

Prediction: This Storage Stock Could Be a Surprising AI Winner

Quick Read STX surged 445% on AI-driven hyperscaler demand; with capacity sold out through 2026 and record free cash flow of $3.1 billion, 24/7 Wall St. rates it a BUY targeting $916. WDC's forward P/E of 22 matches Seagate's but trails on revenue growth, …

Arista Networks Inc. stock outperforms competitors on strong trading day

Arista Networks Inc. (ANET) stock rallied 6.39% to $210.50, outperforming competitors and marking its third consecutive day of gains. This occurred on a mixed trading day where the S&P 500 rose 0.26% and the Dow Jones Industrial Average fell 0.04%.

Western Digital Corp Stock (WDC) Moved Up by 4.79% on Aug 12: Key Drivers Unveiled

Western Digital Corp (WDC) shares rose by 4.79% due to buyers capitalizing on oversold conditions post-earnings, driven by accelerating demand for enterprise storage from AI workloads and cloud data centers. Despite prior profit-taking, analysts rate the stock a Buy with an average price target …

Why Hewlett Packard Enterprise (HPE) Stock Is Trading Up Today

Why Hewlett Packard Enterprise (HPE) Stock Is Trading Up Today What Happened? Shares of enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) jumped 3.9% in the morning session after Morgan Stanley upgraded the stock to Overweight from Equal Weight and set a $69 price target. …

Rigetti Advances Quantum Roadmap With Strategic Global Expansion

Rigetti Computing RGTI continues to strengthen its position in the emerging quantum computing market through progress in commercial deployments, strategic partnerships and government initiatives. The company will deliver a 9-qubit Novera quantum computing system to Pittsburgh Supercomputing Center's new TangleLab testbed, expanding its collaboration …

Stocks making the biggest moves midday: Wendy's, H&R Block, Quantinuum, CoreWeave, Cava & more

Check out the companies making the biggest moves midday: Wendy's — The fast food chain jumped 13% after The Financial Times reported, citing sources, that Nelson Peltz' Trian Fund Management was preparing a bid to take the company private. National Vision — Shares of …

Why Super Micro Computer Stock Popped Today

Key Points Super Micro Computer beat on earnings but missed on sales last night. The server-maker forecast strong sales growth in fiscal 2027 -- but made no promises on free cash flow.10 stocks we like better than Super Micro Computer › Super Micro Computer …

Stocks Trading Higher on Favorable CPI Report and Positive AI News

The S&P 500 Index ($SPX) (SPY) is up +0.45%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.13%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +1.00%. September E-mini S&P futures (ESU26) are up +0.99%, and September E-mini Nasdaq futures (NQU26) are …

Sandisk Stock: Why I'm Buying On Fear (Rating Upgrade) (NASDAQ:SNDK)

Sandisk Corporation (SNDK) shares have dropped 50% from their highs despite strong operating results driven by AI demand. The author believes the company's fundamentals are intact and that Sandisk is preparing for a significant year in 2027 due to the persistent NAND supply shortage. …

The Zacks Analyst Blog Highlights Dell Technologies, Super Micro Computer, Hewlett Packard and HP

The Zacks Analyst Blog features Dell Technologies (DELL), Super Micro Computer (SMCI), Hewlett Packard Enterprise (HPE), and HP (HPQ), with a specific focus on Dell's strong performance driven by AI prospects. Despite a higher P/E ratio, Dell is benefiting from significant AI infrastructure demand, …

Cava Rises on Sales; CoreWeave Sores on AI Outlook | Stock Movers

On this episode of Stock Movers:- Cava (CAVA) is also rising this morning as sales jumped with Americans flocking to Pita Chips, Salmon, and other Mediterranean-diet oriented foods.- Super Micro (SMCI) is giving a sales outlook that topped even the rosiest projections. That along …

The Dow Is Down. The AI Rotation Shows Signs of Life.

The Dow Jones Industrial Average was down 22 points, after rallying at the open. Optical networking and chip stocks were also rallying. Consumer discretionary, communication services, materials, energy, and health care were the laggards, while tech, real estate, and utilities were leading at the …

Seagate Technology Holdings PLC Stock (STX) Moved Up by 7.41% on Aug 12: A Full Analysis

Seagate Technology Holdings PLC (STX) stock increased by 7.41% due to strong quarterly results, robust revenue, and expanding profit margins. The company benefited from surging demand for enterprise storage driven by AI workloads and cloud infrastructure spending, with its HAMR technology playing a crucial …

Western Digital's $3.5B FCF: Can Growth Continue in Fiscal 2027?

Western Digital reported an impressive $3.5 billion in free cash flow (FCF) for fiscal 2026, driven by strong revenues and margin expansion, and returned $3.1 billion to shareholders. The company is confident about continued growth in fiscal 2027 due to increasing demand for data-intensive …

Arista Networks Gains as Strong Earnings and AI Networking Demand Support Shares

Arista Networks is experiencing gains driven by strong earnings and increasing demand for its AI networking solutions. The company's performance is further bolstered by its strategic positioning in the evolving data center and cloud networking markets, where AI infrastructure plays a crucial role. This …

3 Stocks to Buy After Post-Earnings Crashes

Stocks are often volatile around earnings, and even the slightest misstep can sometimes lead to big sell-offs. For long-term investors, though, these dips can be great buying opportunities, as the reasons behind them often have very little impact on a company's future prospects. Sandisk …

SK Hynix and SanDisk Climb 8%, Western Digital Gains 4% as Memory Shortage Deepens

Quick Read SK Hynix (SKHY) and SanDisk (SNDK) each surged 8% Wednesday after Temasek announced direct investments and Micron's CBO warned 2027 supply will be even tighter. Micron (MU) jumped 6% and the Roundhill Memory ETF (DRAM) rose 8%, yet both trade below 21x …

Oracle vs SMCI: Two AI Buildout Bets, One Big Catch

Quick Read Oracle's $638B backlog and Supermicro's doubled gross margin signal AI strength, but both companies burned billions in cash during FY2026. Oracle's chip-neutral multicloud strategy embeds datacenters inside AWS, Google, and Microsoft, while Supermicro's export-control review remains its biggest overhang. Oracle's 36% operating …

Super Micro Computer Q4 Earnings Beat Estimates, Revenues Rise Y/Y

Super Micro Computer, Inc. SMCI reported fourth-quarter fiscal 2026 non-GAAP earnings of $1.70 per share, beating the Zacks Consensus Estimate of 68 cents. The bottom line increased 315% year over year. SMCI generated net sales of $11.12 billion, which increased 93% year over year …

Western Digital Gains as Investors Reassess Strong Earnings and Outlook

S&P 500 Earnings Are So Good Investors Are Starting to Worry

(Bloomberg) -- The latest reason to worry about the stock market is quite the doozy: Earnings growth has been too strong. Most Read from Bloomberg Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Trump Weighs Call for Capital Gains …

Super Micro Stock Is the Best S&P 500 Performer as Earnings Smash Expectations

Super Micro reported adjusted earnings of $1.70 per share, compared with the 92 cents per share analysts were expecting. Continue Reading

Intel Did Much Worse Than Super Micro Computer But Both Got Punished

Quick Read Intel (INTC) posted its strongest revenue growth in 15 years and Supermicro (SMCI) nearly doubled revenue, yet both stocks fell hard after earnings. Intel diluted existing shareholders by roughly one-fifth through a $15 billion stock offering, while Supermicro kept common equity dilution …

Why Sandisk Stock Popped Today

Key Points Bernstein SocGen Group analyst Mark C. Newman raised his price target on Sandisk this morning. NAND prices are skyrocketing, and could turn Sandisk very profitable in a hurry.10 stocks we like better than Sandisk › Sandisk(NASDAQ: SNDK) stock jumped 6.3% through 11:55 …

Nebius, CoreWeave, Super Micro, Palantir, SpaceX, Quantinuum, and More Stocks That Explain Today’s Market

Nebius soars as the so-called neocloud reports better-than-expected second-quarter results, while fellow neocloud company CoreWeave posts a narrower quarterly loss, sending the stock up sharply. Continue Reading

Earnings Results in Focus

The Department of Labor reported that the headline consumer price index (CPI) rose 0.1% in July, in contrast to a decline of 0.4% in June. However, the headline CPI print was in line with the Zacks Consensus Estimate. On the other hand, the headline …

Quantinuum Stock Heads for Record Following First Earnings Report Since IPO

Quantinuum topped analysts’ estimates in its first quarterly report as a public company, but the real story may not be in the numbers. As an early-stage company, Quantinuum’s revenue is heavily tied to individual contracts and milestone deliveries. The company “delivered a strong first …

AI infrastructure stocks surge after strong earnings from CoreWeave, Supermicro

What happened: AI infrastructure stocks jumped on Wednesday after blowout results from AI server hardware maker Supermicro (SMCI) and neocloud providers CoreWeave (CRWV) and Nebius Group (NBIS ). AI hosting peers Applied Digital (APLD) and IREN (IREN) moved higher. Other areas of the AI …

U.S. Stock Futures Rise After In-Line Key Inflation Data

The Department of Labor reported that the headline consumer price index (CPI) rose 0.1% in July, in contrast to a decline of 0.4% in June. However, the headline CPI print was in line with the Zacks Consensus Estimate. On the other hand, the headline …

The Zacks Analyst Blog Highlights Quantinuum, IonQ, NVIDIA, IBM, QTUM, ARQQ, WQTM and CHPX

For Immediate Release Chicago, IL – August 12, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in …

Arista Networks Inc Stock (ANET) Moved Up by 4.70% on Aug 12: Facts Behind the Movement

Arista Networks Inc (ANET) stock increased by 4.70% on August 12, driven by record quarterly revenue exceeding three billion dollars and raised full-year guidance due to strong demand for artificial intelligence infrastructure. Analysts have increased price targets, responding to robust margins and significant multi-year …

CoreWeave & Super Micro earnings are quieting AI concerns. What does this mean for Nvidia?

CoreWeave and Super Micro's recent earnings reports suggest that AI demand is accelerating, with both companies experiencing significant growth and strong backlogs. Super Micro saw increased margins due to constraints in power and cooling, allowing them to charge higher prices, while CoreWeave reported a …

The Zacks Analyst Blog Highlights NVIDIA and Western Digital

For Immediate Release Chicago, IL – August 12, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in …

CoreWeave, Nebius soar as AI spending powers growth

CoreWeave (CRWV) and Nebius (NBIS) shares skyrocket following earnings, as revenue surges to "stupid" levels and demand for AI infrastructure continues to soar. Both companies are benefiting from an AI spending boom that is accelerating faster than Wall Street expected. Video Transcript 00:00 Julie …