Sharemaestro Newsreel

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 …

Billionaire David Tepper Just Revealed His Single Largest Stock Holding. It’s Not NVIDIA

Quick Read Tepper doubled his Amazon (AMZN) stake to ~$900M, making it 15% of his portfolio, buying while Bezos and Jassy both sold shares. Tepper skipped Nvidia (NVDA) and bet on Amazon's Trainium chips instead, which are now at a $20B run rate with …

Kratos Defense Could Be a Huge Winner in Autonomous Warfare

Kratos Defense (NASDAQ: KTOS) is positioning itself across autonomous aircraft, propulsion, and satellite software as the Pentagon pursues affordable military systems at scale. The opportunity could be enormous, but its future depends on converting proven technology into sustained production and revenue. Stock prices used …

Vantage Data Centers and Nebius Expand UK AI Infrastructure with First Deployment in South Wales AI Growth Zone

Deployment will add high-density NVIDIA-powered AI capacity at Vantage's Newport campus, supporting the UK's ambition to scale domestic AI compute and reinforcing South Wales as a strategic digital infrastructure hub DENVER & LUXEMBOURG, August 13, 2026--(BUSINESS WIRE)--Vantage Data Centers, a leading global provider of …

IREN Ltd | 8-K: Current report

Iris Energy (IREN) announced the delivery and acceptance of Horizon 1, the first of four 50MW direct-to-chip liquid-cooled AI Cloud deployments, by Microsoft. This marks a significant milestone in their five-year, $9.7 billion cloud services contract. The company also achieved NVIDIA Exemplar Cloud status, …

Peraso Shrinks the Hardware Behind Faster Drone Comms

Peraso Inc. has introduced the PRM2145, a new lightweight module designed to enhance drone communications. This module utilizes 60-gigahertz millimeter-wave (mmWave) technology to provide secure, low-latency data transfer while minimizing power consumption and weight. The technology aims to improve command-and-control links, support high-definition video, …

Vishay Intertechnology, Inc. (NYSE:VSH) Plans $0.10 Quarterly Dividend

Vishay Intertechnology, Inc. (NYSE:VSH) has declared a quarterly dividend of $0.10 per share, payable on September 24th to shareholders of record as of September 10th. This translates to an annual dividend of $0.40 and a yield of approximately 1.2%, with a payout ratio of …

Stocks making the biggest moves premarket: Tapestry, Yeti, Bullish, StubHub, Cerebras & more

Check out the companies making the biggest moves in premarket trading: Tapestry — The parent of Kate Spade and Coach dropped 7% on underwhelming results for the fiscal fourth quarter . Tapestry earned $1.32 per share on revenue of $1.88 billion. While earnings were …

Is Vishay Intertechnology (VSH) Below Fair Value On Its New Safety Capacitor Launch?

Coherent, Cerebras, Cisco, StubHub, and More Stocks That Explain Today’s Market

Cisco and Coherent both slide despite solid earnings, while StubHub plummets as higher costs offset a World Cup boost. Continue Reading

Stock Markets Beware: AI Funding Plans Have Shades of the Financial Crisis

Cisco benefits from AI demand, Musk is optimistic about Starlink, inflation hasn’t thrown cold water on stock market rally, and more news to start your day. Continue Reading

Qorvo stock holds momentum as investors digest annual meeting vote and valuation

Qorvo stock is trading near the $100 mark, showing renewed buying interest following its annual meeting where shareholders elected all directors and approved executive compensation, signaling continuity in leadership. Investors are assessing the company's valuation against historical levels and peers, with a focus on …

Lower Oil Prices Lift Wall Street Pre-Bell; Asia, Europe Up

Wall Street futures pointed modestly higher pre-bell Thursday as petroleum prices eased and as traders continued to weigh the earnings season. In futures, the S&P 500 rose 0.2%, the Nasdaq rose 0.1%, and the Dow Jones rose 0.2%.West Texas Intermediate crude oil traded down …

POET Technologies GAAP EPS of -$0.07 beats by $0.01, revenue of $0.57M beats by $0.07M

* POET Technologies press release [https://seekingalpha.com/pr/20617934-poet-technologies-reports-second-quarter-2026-results-revenue-up-112-percent-year-over-year] (POET [https://seekingalpha.com/symbol/POET]): Q2 GAAP EPS of -$0.07 beats by $0.01. * Revenue of $0.57M (+111.1% Y/Y) beats by $0.07M. MORE ON POET TECHNOLOGIES * Why POET Technologies Is A Buy After Its Massive Collapse [https://seekingalpha.com/article/4927625-why-poet-is-a-buy-after-its-massive-collapse] * POET Technologies: …

Diodes Incorporated Announces Proposed Private Placement of $325 Million of Convertible Senior Notes

PLANO, Texas, August 13, 2026--(BUSINESS WIRE)--Diodes Incorporated ("Diodes") (Nasdaq: DIOD), today announced it intends to offer, subject to market conditions and other factors, $325 million aggregate principal amount of Convertible Senior Notes due 2031 (the "notes") in a private placement (the "offering") only to …

United Microelectronics Corporation (2303.TW) stock price, news, quote and history

How the U.S. Is Trying to Copy China’s Supply Chain Playbook

The chess game between Iran and the U.S. hit another stalemate this week. In today’s issue I’m diving into a different geopolitical game: America’s bid to untangle its critical supply chains from China. The U.S. is taking a cue or two from China’s strategy, …

Micron Stock Falls as It Faces a Fresh Chinese Memory-Chip Threat

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 …

Why Cerebras Stock Is Falling Thursday - Cerebras Systems (NASDAQ:CBRS)

Assenagon Asset Management S.A. Acquires 36,329 Shares of nLight $LASR

Assenagon Asset Management S.A. significantly increased its stake in nLight (NASDAQ:LASR) during the second quarter, acquiring an additional 36,329 shares, which raised its total holdings to 50,096 shares valued at approximately $3.49 million. This move comes as nLight reported better-than-expected quarterly revenue of $82.59 …

Stellantis (STLA) explores 93-day supply of Dodge police vehicles as market watches

Stellantis (STLA) is seeing increased market attention due to a surge in U.S. search queries for "Dodge Charger police vehicle prototype," despite no confirmed orders or production timeline. While a return to fleet sales could boost Dodge's visibility, the company's Q2 adjusted operating margin …

MACOM Technology Solutions Holdings, Inc. $MTSI Shares Sold by Linden Thomas Advisory Services LLC

Linden Thomas Advisory Services LLC reduced its stake in MACOM Technology Solutions Holdings, Inc. by 32.2% in the second quarter, selling 7,315 shares and retaining 15,380 shares valued at approximately $5.85 million. The company reported strong Q2 earnings with EPS of $1.40, exceeding estimates, …

Silicon Labs (SLAB) Stock Looks Above Fair Value After A 67% Run

Silicon Laboratories (SLAB) stock has seen a 67.3% return over the last year, but current valuations suggest it may be above fair value. Trading at a P/S ratio of 8.8x, higher than the industry average, the stock screens as overvalued. While recent revenue and …

Semtech Corporation (SMTC) interactive stock chart

This page provides an interactive stock chart for Semtech Corporation (SMTC) along with real-time price data and recent news. As of the close, SMTC was at $133.58, down 4.59%, with an after-hours price of $133.80. The news section highlights the sale of its cellular …

Form 8K ON Semiconductor Corporation For: 13 August By Investing.com

This article announces that ON Semiconductor Corporation filed a Form 8K on August 13th. The filing is a standard disclosure document used by public companies to announce significant events that investors should know about.

The Race to $5 Trillion: Who Will Get There First, Apple or Alphabet?

Key Points Memory chip prices could represent a problem for Apple. Alphabet is thriving from major AI demand. 10 stocks we like better than Apple › Apple(NASDAQ: AAPL) and Alphabet(NASDAQ: GOOG)(NASDAQ: GOOGL) have never ended the day in the $5 trillion market cap club. …

Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by SteelPeak Wealth LLC

SteelPeak Wealth LLC increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (TSM) by 14.7% in Q2, acquiring an additional 1,430 shares, bringing its total holdings to 11,131 shares valued at $5.33 million. The company's growth outlook remains strong due to a 44.7% year-over-year …

Should Goldman Sachs MarketBeta U.S. 1000 Equity ETF (GUSA) Be on Your Investing Radar?

If you're interested in broad exposure to the Large Cap Blend segment of the US equity market, look no further than the Goldman Sachs MarketBeta U.S. 1000 Equity ETF (GUSA), a passively managed exchange traded fund launched on April 5, 2022. The fund is …

Nvidia Stock Earnings August 2026: AI Chip Leader's Q2 Preview & Investment Outlook

GSI Technology (GSIT): Lee-Lean Shu reports 3.54M-share, 9% ownership stake

Lee-Lean Shu has reported a 9.0% beneficial ownership stake in GSI Technology (GSIT), totaling 3,543,989 shares as of June 30, 2026. This includes direct holdings, options, and family-held shares, with Shu holding sole voting and dispositive power over 2,932,417 shares and shared power over …

Handelsbanken Fonder AB Raises Stake in Rambus, Inc. $RMBS

Handelsbanken Fonder AB significantly increased its stake in Rambus, Inc. (NASDAQ:RMBS) by 28.1% in the second quarter, now holding 150,857 shares valued at $20 million. This comes as institutional ownership remains high at 88.54%, with other major investors also boosting their positions. Analysts maintain …

Blackstone (BX) Joins Global AI Infrastructure Funding Alliance With Major Financial Firms

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Blackstone (NYSE:BX) has entered a new partnership with NVIDIA and major financial institutions to fund global AI infrastructure platforms. The alliance is focused …