Sharemaestro Newsreel

'Big Short' investor Steve Eisman sees an Achilles heel in the AI boom

Steve Eisman is warning that the artificial intelligence boom has become increasingly dependent on the fortunes of just two companies: OpenAI and Anthropic. The investor, best known for his bet against the housing market ahead of the global financial crisis, said the two AI …

3 Profitable Stocks We’re Skeptical Of

3 Profitable Stocks We're Skeptical Of Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn't mean it will thrive tomorrow. Not all profitable companies are created …

Nvidia rival Cerebras stock plunges as company swings to quarterly loss

Cerebras Systems (CBRS) stock plunged 17% after the AI chipmaker reported a quarterly loss and provided an outlook that disappointed investors. The company swung to a loss of $2.98 per share in Q2 and forecast Q3 core gross margin to be a "low point." …

Could Brookfield Asset Management (TSX:BAM) Change Course With This $500 Billion AI Push?

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Brookfield Asset Management (TSX:BAM) is partnering with Nvidia and other major Wall Street firms on a planned US$500b AI infrastructure financing initiative. The partnership aims to mobilize …

Nvidia Stock (NVDA) Gains 3% in Premarket Amid Analyst Target $563 Below Current Level—Potential Caution Flag

Himax (HIMX) Q2 2026 Earnings Call Transcript

Himax (HIMX) reported Q2 2026 earnings that surpassed guidance, driven by strong automotive IC sales. The company achieved $227.4 million in revenue, a gross margin of 33.1%, and a profit of $0.114 per diluted ADS. Himax anticipates continued growth in its automotive segment and …

Ideal Power reports Q2 2026: Revenue $5.8k, Net loss $3.4M, Cash $41.3M

Ideal Power (IPWR) reported its Q2 2026 financial results, with revenues of $5,800 and a net loss of $3.4 million for the quarter, and a six-month net loss of $7.0 million. The company's cash and cash equivalents increased to $41.3 million due to net …

ADVANCED MICRO DEVICES INC CEDE (AMDC.BA) stock price, news, quote and history

This Yahoo Finance page provides detailed stock information for ADVANCED MICRO DEVICES INC CEDE (AMDC.BA). It includes the current stock price, a chart illustrating its performance, key statistics, historical data, and financial highlights. The page also offers comparison tools for similar companies and links …

Insulet Corporation’s (PODD) Wearable Pod Tech Finds New Frontier

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the "Insiders Fund". A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% …

ECARX Targets Global Growth With AI, Silicon and Automaker Partnerships

Key Points Interested in ECARX Holdings, Inc.? Here are five stocks we like better. ECARX is pursuing global expansion through partnerships with automakers including Volkswagen, Renault, Volvo, Polestar and Mercedes-Benz, supported by engineering operations across China, Europe and Asia. The company is targeting significant …

Buy AI-Driven SNDK and AMKR to Benefit From Recent Stock Price Debacle

The global semiconductor manufacturing equipment and materials industry is growing by leaps and bounds, buoyed by artificial intelligence (AI)-driven capital expenditure in leading-edge logic, high-bandwidth memory ("HBM") and Test and Packaging components. Moreover, the enormous application of AI in day-to-day life has pushed up …

The Fund Mounts Against Alphabet’s (GOOG) Aggressive AI Spending

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the "Insiders Fund". A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% …

3 Reasons CVBF is Risky and 1 Stock to Buy Instead

3 Reasons CVBF is Risky and 1 Stock to Buy Instead CVB Financial trades at $22.57 and has moved in lockstep with the market. Its shares have returned 9.5% over the last six months while the S&P 500 has gained 11.7%. Is now the …

A Guide to Investing in AI ETFs

The artificial intelligence (AI) sector currently remains one of the most powerful growth engines in the global equity market. Following years of rapid development, 2026 has brought both eye-popping rallies and localized corrections to AI-focused stocks and thematic funds, mapping divergent performance paths. For …

Advanced Micro Devices (AMD) files automatic shelf for future debt securities

Advanced Micro Devices (AMD) has filed an automatic shelf registration (Form S-3ASR) as a well-known seasoned issuer, allowing it to offer and sell debt securities from time to time in future offerings. This filing creates the capacity for AMD to issue debt, with specific …

4 Goldman Sachs Mutual Funds to Buy for Wealth Creation

The U.S. economy is showing a mixed picture this month, with the labor market losing momentum even as some indicators remain resilient. July nonfarm payrolls fell by 23,000, far below expectations for an 83,000 gain, while previous months were revised sharply lower. The unemployment …

Broadcom (AVGO) Strengthens Market Position with Major Customers and Strategic Agreements

Baron Capital, an investment management company, released its Q2 2026 investor letter for the "Baron Opportunity Fund". A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 …

Semiconductor giant Qualcomm expanding in North Austin

Qualcomm, a San Diego-based semiconductor company with over 200 global offices, is expanding its operations in North Austin. This expansion occurs as the chip industry continues to boom, solidifying Austin's role as a hub for research and development. The article also mentions a list …

If You Invested $1000 in Monolithic Power 10 Years Ago, This Is How Much You'd Have Now

An investment of $1000 in Monolithic Power (MPWR) ten years ago would now be worth $19,374.71, representing an 1,837.47% gain, significantly outperforming the S&P 500 and gold during the same period. The company, which designs high-performance power solutions, reported strong Q2 2026 revenues and …

1 S&P 500 Stock on Our Buy List and 2 Facing Challenges

1 S&P 500 Stock on Our Buy List and 2 Facing Challenges While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural …

Tech Stock Forecasts – NVDA, AMD, and ORCL Test Key 50-Day EMA Support

NVDA Technical AnalysisNVIDIA trades at $224.09, holding above both EMAs and testing resistance near its earlier 2026 highs. Source: TradingView The pre-market trading of Nvidia is at the top of the range it's been in for a couple of days now, showing signs of …

POET Stock Gains After Sixth Straight Quarter Of Revenue Growth – CEO Says 2026 Production Ramp ‘On Schedule’

AMD's Post-Earnings Selloff Looks Temporary (NASDAQ:AMD)

Zacks Investment Ideas feature highlights: NVIDIA, Microsoft and Apple

For Immediate Release Chicago, IL – August 13, 2026 – Today, Zacks Investment Ideas feature highlights NVIDIA NVDA, Microsoft MSFT and Apple AAPL Magnificent Seven Earnings Remain Robust: MSFT, AAPL Six of the beloved members of the Magnificent Seven have delivered their Q2 results, …

BofA Issues Urgent Message for Intel Stock After $20 Billion Offering

This article first appeared on GuruFocus. Shares of Intel (NASDAQ:INTC) climbed more than 3% Wednesday after Bank of America maintained a Buy rating on the chipmaker, saying its $20 billion stock offering could support the company's push to expand its foundry operations. The offering …

Micron Stock Falls—This Memory-Chip Rival Is Crushing It

Micron stock was slipping on Thursday as the recent rebound in the shares from a multi-week slump seemed to slow. Micron shares were down 0.3% in premarket trading after a near 5% rally on Wednesday. While demand for hardware used in artificial intelligence, such …

History Says This Surefire ETF Can Turn $200 per Month Into $1 Million -- With Next to No Effort on Your Part

The stock market is a wealth-building powerhouse, and investing consistently is one of the easiest and most effective ways to supercharge your net worth. Whether you're a beginner investor or are simply looking for a no-fuss investment that requires minimal effort on your part, …

Foxconn Stock Rises 2.7% Before Profit Jumps 35%

This article first appeared on GuruFocus. Foxconn (FXCOF) formally Hon Hai Precision Industry, reported a 35% jump in second-quarter profit, and the headline number may not even be the most important part of the story. Net profit hit NT$59.97 billion, or roughly $1.86 billion, …

Cerebras slumps as mixed quarterly results test AI growth narrative

Aug 13 (Reuters) - Cerebras Systems slumped over 18% premarket on Thursday after it missed key estimates despite soaring cloud revenue, raising ‌doubts about the ability of its AI chips to challenge Nvidia. Expectations ‌were high for AI-linked companies including Cerebras and networking equipment …

Flip Electronics Announces Authorized Value-Added Reseller Partnership with Vishay Intertechnology, Inc.

ALPHARETTA, Ga., Aug. 13, 2026 /PRNewswire/ -- Flip Electronics, a global authorized distributor specializing in hard-to-find, discontinued, EOL, aged and obsolete electronic components, today announced it has signed an authorized Value-Added Reseller partnership agreement with Vishay Intertechnology, Inc. Through this agreement, Flip Electronics will …

Anthropic in talks to acquire Israeli AI startup Decart for $6 billion

Anthropic is in talks to acquire Decart AI for roughly $6 billion, according to Bloomberg. The deal has not been finalized and could fall through, Bloomberg said. Decart develops world models alongside software designed to lower AI training expenses by improving how efficiently chips …

Trading the Move, Not the Narrative: (TSEM) Edition

This article provides an in-depth analysis of Tower Semiconductor Ltd. (NASDAQ: TSEM), highlighting strong sentiment and various trading strategies based on AI models. It details specific entry, target, and stop-loss levels for position trading, momentum breakouts, and risk hedging, alongside a multi-timeframe signal analysis. …

Investors Can Request One-on-One Meetings With Navitas

Navitas Semiconductor (Nasdaq: NVTS) announced its participation in three investor conferences in August 2026: the Rosenblatt Technology Summit (virtual), the Jefferies Semiconductor Conference in Chicago, and the Deutsche Bank Technology Conference in Dana Point, CA. The company will host one-on-one meetings with portfolio managers …

Microchip Advances Space-Grade Timing with Enhanced Radiation Tolerance and Extended Temperature Performance

Microchip Technology has expanded its atomic clock portfolio with the new Space CSAC-SA65, a radiation-tolerant Chip Scale Atomic Clock designed for precise timing in space systems. This device offers enhanced radiation tolerance, extended temperature operation, and low power consumption, making it suitable for compact, …

BofA lifts server CPU TAM to $210bn+ on the rise of AI agents

Investing.com -- Bank of America raised its forecast for the server CPU market, saying the rise of AI agents is expanding the opportunity for central processing units in data centers. Analyst Vivek Arya lifted the firm's 2030 server CPU total addressable market to more …

Microchip's space clock keeps satellites synchronized without GNSS

Microchip Technology (Nasdaq: MCHP) has launched the Space CSAC-SA65, a radiation-tolerant Chip Scale Atomic Clock designed for "New Space" applications. This device offers precise timing for small, low-cost satellites in Low Earth Orbit, enabling applications like satellite-to-cellular communications and alternative navigation without continuous reliance …