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Stock market today: S&P 500 and Nasdaq gain on soft inflation data, Dow dips

US stocks mostly rose on Thursday morning after another inflation reading that eased September rate-hike bets and a slew of earnings reports. The S&P 500 (^GSPC) rose 0.4%, while the tech-heavy Nasdaq Composite (^IXIC) moved up 0.2% after a calm day on Wall Street. …

Stock market today: Dow, S&P 500, Nasdaq trending higher on rate hike bets, earnings

US stock futures barely budged on Thursday morning ahead of another inflation reading and a slew of earnings. Futures on the Dow Jones Industrial Average (YM=F), S&P 500 (ES=F), and Nasdaq-100 (NQ=F) moved slightly above the flat line after a calm day on Wall …

Stock market today: Dow, S&P 500, Nasdaq gain on soft inflation data, earnings

US stocks rose on Thursday morning after another inflation reading and a slew of earnings. The Dow Jones Industrial Average (^DJI) and S&P 500 (^GSPC) both added 0.3%, while the tech-heavy Nasdaq Composite (^IXIC) moved up 0.1% after a calm day on Wall Street. …

Nvidia Stock Investors Just Got Good News From Wall Street (Hint: It's Time to Buy)

Key Points Wall Street analysts have raised consensus earnings estimates for Nvidia, and earnings are now projected to increase at 44% annually over the next three years. Nvidia dominates the AI infrastructure market: The company enjoys a leadership position in data center accelerators and …

AI Weekly: Nvidia does deal with Wall Street, China's AI weather forecasts

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Wedge Capital Management L L P NC Acquires 34,543 Shares of Skyworks Solutions, Inc. $SWKS

Wedge Capital Management L L P NC has increased its stake in Skyworks Solutions (NASDAQ:SWKS) by 28.5% in the second quarter, acquiring an additional 34,543 shares to hold a total of 155,757 shares valued at $10.56 million. This comes as Skyworks Solutions exceeded quarterly …

Belite Bio Q2 Net Loss Widens; FDA Sets PDUFA Date For Tinlarebant In February 2027

(RTTNews) - Belite Bio, Inc (BLTE), a clinical-stage drug development company, announced its financial results for the second quarter, reflecting a wider net loss. The company also provided an update on its New Drug Application (NDA) for tinlarebant for the treatment of Stargardt disease …

Taiwan Semiconductor Manufacturing Company Ltd. $TSM Position Lifted by Trinity Street Asset Management LLP

Trinity Street Asset Management LLP increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (TSM) by 3.4% in Q2, making it the fund's largest holding. Several other institutional investors also adjusted their positions in TSM, which currently has a consensus "Buy" rating from analysts …

Semtech (NASDAQ: SMTC) sells cellular module business to Compal for $62M cash

Semtech Corporation has announced a definitive agreement to sell its cellular module business to Compal Electronics, Inc. for $62 million in cash. This divestiture is strategically aimed at sharpening Semtech's focus on high-growth areas like data center and LoRa connectivity. The transaction, which includes …

Semtech Corporation Announces Definitive Agreement on Sale of Cellular Module Business to Compal Electronics

Semtech Corporation has entered into a definitive agreement to sell its cellular module business to Compal Electronics, Inc. for $62 million in cash. This divestiture aims to sharpen Semtech's focus on its core product portfolio, specifically data center and LoRa connectivity. The transaction is …

Fabrinet (FN) Heads To Rosenblatt AI Summit As Fair Value Debate Builds

Fabrinet (FN) is set to participate in the Rosenblatt 6th Annual Age of AI Technology Summit, which comes after a significant rebound in its share price. Despite a strong long-term performance, the stock's current valuation at around US$571.88 sparks debate, as its fair value …

Akash Palkhiwala (QCOM) files to sell 2,500 common shares after recent sales

Akash Palkhiwala has filed a Form 144 to sell 2,500 shares of Qualcomm (QCOM) common stock through Goldman Sachs, with a proposed sale date of August 12, 2026. These shares originated from equity compensation received between 2022 and 2024. This filing follows three previous …

Semtech Agrees to Sell Cellular Unit to Focus on Data Center, LoRa

Semtech Corporation has entered into a definitive agreement to sell its cellular module business to Compal Electronics, Inc. for $62 million in cash. This divestiture allows Semtech to sharpen its focus on its core growth areas: data center and LoRa connectivity. The transaction is …

Wasatch Advisors LP Lowers Holdings in Monolithic Power Systems, Inc. $MPWR

China’s YMTC overtakes Kioxia, Micron in global NAND shipments: Counterpoint

[Samsung Electronic Announces Creation Of 32 Gigabyte Flash Memory Device] Chung Sung-Jun/Getty Images News China’s Yangtze Memory Technologies (YMTC) is rapidly gaining ground in the global NAND memory market, ranking third by shipments in the second quarter of 2026, according to _Counterpoint Research_. YMTC …

Ideal Power: Q2 Earnings Snapshot

Ideal Power Inc. (IPWR) reported a second-quarter loss of $3.4 million, or 20 cents per share. The power conversion technologies developer posted revenue of $6,000 for the period. This financial summary was generated using data from Zacks Investment Research.

Handelsbanken Fonder AB Raises Holdings in Astera Labs, Inc. $ALAB

Korea Stock Bulls Drive Second Day of Emerging-Market Gains

(Bloomberg) -- A jump in South Korean stocks drove emerging-market equities higher on Thursday as the revival in the global AI trade pushed Seoul's Kospi index into a technical bull market. Most Read from Bloomberg Walter Sells Lakers, Seeks More Cash to Pay Loans …

Handelsbanken Fonder AB Purchases 39,412 Shares of Microchip Technology Incorporated $MCHP

Handelsbanken Fonder AB increased its stake in Microchip Technology Incorporated (NASDAQ:MCHP) by 15.8% in the second quarter, acquiring an additional 39,412 shares to own a total of 289,566 shares valued at $26.4 million. Several other institutional investors also adjusted their positions in the semiconductor …

Western Wealth Management LLC Makes New $1.22 Million Investment in Skyworks Solutions, Inc. $SWKS

Western Wealth Management LLC has acquired a new stake in Skyworks Solutions, Inc. (NASDAQ:SWKS) by purchasing 22,810 shares valued at approximately $1.22 million. Other institutional investors have also adjusted their holdings in the semiconductor manufacturer, which currently has 85.43% institutional ownership. Despite a recent …

Jensen Huang Says Nvidia’s 2020 A100 GPUs Can Stay ‘Mission-Capable’ Through 2029—Here’s Why It Matters for the AI Boom

Nvidia Corp.(NASDAQ:NVDA) CEO Jensen Huang said Wednesday that the company's older AI chips can remain economically useful for nearly a decade, pushing back against concerns that rapid advances in AI could quickly make GPUs obsolete. Jensen Huang Says A100 GPUs Can Last Nearly a …

PVG Asset Management Corp Has $3.34 Million Stock Position in NVIDIA Corporation $NVDA

PVG Asset Management Corp significantly increased its stake in NVIDIA Corporation by 143.4% during Q1, now holding 19,150 shares valued at $3.34 million. NVIDIA reported strong financials with $81.61 billion in revenue, up 85.2% year-over-year, and analyst consensus remains bullish with a "Buy" rating. …

CBRS Stock Tumbles 9% After-Hours Following Mixed First-Quarter Print and Margin Warning

Handelsbanken Fonder AB Decreases Stock Position in ARM Holdings PLC Sponsored ADR $ARM

Handelsbanken Fonder AB reduced its stake in ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) by 8.7% in the second quarter, selling 7,115 shares and retaining 74,374 shares valued at $26.4 million. Despite several analysts lowering price targets, ARM maintains a "Moderate Buy" consensus rating with …

Pacer Advisors Inc. Has $102,000 Stock Holdings in GlobalFoundries Inc. $GFS

Pacer Advisors Inc. significantly reduced its stake in GlobalFoundries Inc. by 99.9% in the first quarter, selling over 1.5 million shares and retaining 2,287 shares valued at $102,000. Despite this sell-off, several other institutional investors increased their positions in GFS. GlobalFoundries reported strong Q1 …

NewEdge Advisors LLC Has $3.16 Million Stake in Vishay Intertechnology, Inc. $VSH

NewEdge Advisors LLC significantly increased its stake in Vishay Intertechnology, Inc. (NYSE:VSH) by 11,394.9% in the first quarter, now holding 175,412 shares valued at $3.16 million. Vishay Intertechnology surpassed its quarterly earnings expectations, reporting $0.19 EPS against a $0.15 consensus and revenue of $918.58 …

55,195 Shares in Lattice Semiconductor Corporation $LSCC Purchased by Wasatch Advisors LP

Wasatch Advisors LP has acquired a new stake of 55,195 shares in Lattice Semiconductor Corporation (NASDAQ:LSCC), valued at approximately $8.44 million, during the second quarter. Institutional investors collectively hold 98.08% of the company's stock, and analysts maintain a largely bullish outlook with a consensus …

Cerebras Stock Plummets 17% Despite Solid Earnings

Cerebras Systems stock has had a wild ride in a crowded field. Its stock was down despite a strong earnings report. Continue Reading

SITIME Corp (SITM) EVP Lionel Bonnot sells 1,500 shares, retains large RSU stake

Lionel Bonnot, EVP of Worldwide Sales and Business Development at SITIME Corp (SITM), sold 1,500 shares of common stock at $725.00 per share on August 10, 2026. Following the sale, Bonnot retains 71,297 shares, which includes a substantial stake of 65,813 shares issuable from …

Allegro Microsystems started with Buy rating at Benchmark (ALGM:NASDAQ)

Benchmark initiated coverage on Allegro Microsystems (ALGM) with a Buy rating and a $60 price target, anticipating future growth driven by the automotive sector. Shares of ALGM saw a 1.9% increase in premarket trading following the news. The investment firm believes Allegro Microsystems is …

Ambiq Micro, Inc. (NYSE:AMBQ) Receives Average Recommendation of "Hold" from Brokerages

Ambiq Micro, Inc. (NYSE:AMBQ) has received an average "Hold" recommendation from nine brokerages, with an average 12-month price target of $76.00. Despite beating second-quarter earnings expectations and providing a positive outlook driven by Edge AI solutions, concerns persist regarding the company's profitability and recent …

Jensen Huang Just Signed 7 Japanese Industrial Giants Into Nvidia's Physical AI Coalition. Here's Why $1 Trillion in Confirmed Demand Should Matter to Investors.

Key Points Japan’s biggest industrial companies are building their AI and robotics future around Nvidia, which could create a steady stream of demand for years. Nvidia isn’t just selling GPUs; it’s becoming part of the infrastructure behind Japan’s next generation of factories and robots.10 …

The Next Big AI Market Bottleneck Is Here: 8 Stocks to Play the Boom in Optics

Key Points Marvell and Broadcom are leaders in optical DSPs, while Lumentum has a virtual monopoly for InP lasers. Coherent and Applied Optoelectronics provide the critical transceiver infrastructure that connects switches and servers. Amphenol, Corning, and Ciena provide technology used to transport data within …

SiTime Insider Sold Shares Worth $1,087,500, According to a Recent SEC Filing

An insider at SiTime Corporation reportedly sold shares valued at $1,087,500, as disclosed in a recent SEC filing. This transaction was published on August 13, 2026, by MT Newswires. SiTime specializes in precision timing solutions for various electronics industries, including AI, datacenter, and automotive.

Outlook Therapeutics slides after pricing $55M securities offering

Outlook Therapeutics (OTLK [https://seekingalpha.com/symbol/OTLK]) shares fell nearly 15% in premarket trading Thursday after the company priced a public offering of 55.6M shares and warrants for gross proceeds of about $55M. The combined offering price is $0.99 per share and accompanying warrant, with the warrants …

Assenagon Asset Management S.A. Sells 15,635 Shares of Rambus, Inc. $RMBS

Assenagon Asset Management S.A. significantly reduced its stake in Rambus, Inc. (NASDAQ:RMBS) during the second quarter, selling 15,635 shares and retaining 31,896 shares valued at $4.23 million. Despite this reduction, other institutional investors increased their holdings, and Rambus maintains a "Moderate Buy" consensus rating …