Sharemaestro Newsreel

The 5 Most Interesting Analyst Questions From AMD’s Q2 Earnings Call

AMD's second quarter saw revenue and non-GAAP profit both exceed Wall Street expectations, yet the market reacted negatively. Management attributed the quarter's results to robust adoption of its EPYC server CPUs and Instinct accelerators, particularly within the data center segment, which now makes up …

United Microelectronics Corporation (UMC) Stock Price, News, Quote & History

ChipMOS TECHNOLOGIES Inc (IMOS) (Q2 2026) Earnings Call Highlights: Record Revenue and ... By GuruFocus

ChipMOS TECHNOLOGIES Inc. reported record revenue for Q2 2026, reaching TWD7,383 million, the highest since 2014, and significantly improved gross margins and net earnings. The company saw strong growth in memory products and is expanding into high-growth areas like silicon photonics and AI ASIC …

U.S. Semiconductor Stocks Rebound as AI Demand Fears Ease

Cerebras shares plummet 16% after results fail to impress investors

Akash Palkhiwala Sells 2,500 Shares of Qualcomm (NASDAQ:QCOM) Stock

Akash Palkhiwala, EVP of Qualcomm, sold 2,500 shares of QCOM stock for approximately $408,150 on August 12, 2026, under a pre-arranged Rule 10b5-1 plan. This transaction reduced his holding to 20,684 shares. Despite a recent slight EPS miss, analysts maintain a consensus "Hold" rating …

Nvidia-Backed AI Infrastructure Financing Push Could Be A Game Changer For BlackRock (BLK)

Nvidia and a group of major financial firms, including BlackRock, Apollo, Blackstone, Brookfield, Goldman Sachs and KKR, recently signed memorandums of understanding to mobilize over US$500 billion of third-party capital for AI infrastructure, reframing data centers and compute hardware as long-life assets financed through …

Silicon Labs (SLAB) Stock Carries A Premium As Losses Persist

Silicon Laboratories (SLAB) stock remains highly valued despite continuing to report net losses and negative basic earnings per share. While Q2 2026 results showed narrowed losses and increased revenue driven by IoT segments, concerns persist regarding the company's profitability and execution risk, especially with …

Q2 Earnings Scorecard: Record Margins, Strong Beats, and Upward Revisions

Note: The following is an excerpt from this week's Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>> Here are the key points: For the 451 S&P 500 …

Valens Semiconductor (VLN) Stock Jumps On Raised 2026 Revenue Outlook

SITIME Corp (SITM) director Schuelke sells 500 shares, holds 12,010

SITIME Corp director Katherine Schuelke sold 500 shares of common stock at $698.05 per share on August 11, 2026. Following this transaction, she now holds 12,010 shares, which includes 390 unvested restricted stock units. The sale was reported in a Form 4 filing and …

Everspin Technologies Director Vikas Choudhary Granted 15,693 RSUs on August 10, 2026

Everspin Technologies Inc. Director Vikas Choudhary was granted 15,693 restricted stock units (RSUs) on August 10, 2026, as reported in a Form 4 SEC filing. These RSUs were granted at no cost and will vest in two equal installments on August 10, 2027, and …

Micron Stock Is Being Outpaced by Memory Chip Rivals SK Hynix, Samsung

Micron Technology's stock has dropped nearly 10% in the last month due to concerns about the sustainability of high memory-chip prices. Despite a rally among other chip companies, Micron is underperforming rivals SK Hynix and Samsung Electronics, possibly due to factors related to Singapore.

CBRS Stock Tanks 15% After-Hours — Touted As Nvidia Rival, Cerebras’ Wafer Tech Finds Fewer Buyers

Cerebras Systems (CBRS) stock dropped 15% after-hours despite a 74% year-over-year increase in total sales to $180.1 million and a projected revenue triple by 2027. The decline was attributed to an unexpected 23% drop in physical hardware revenues due to "lumpy" customer demand and …

Alpha And Omega Semiconductor Q4 Results: Revenue up 4% QoQ, guidance misses

Alpha And Omega Semiconductor reported Q4 fiscal 2026 revenue of $170.37 million, beating estimates, and an adjusted loss of 13 cents per share, also surpassing expectations. Despite this beat, the stock fell over 13% after hours due to first-quarter guidance of $166-$186 million, which …

Diodes (DIOD) Q2 2026 Earnings Call Transcript

Here's What Key Metrics Tell Us About Cerebras (CBRS) Q2 Earnings

Lip-Bu Tan Investing $12 Million of His Own Money into Intel Raise: Daniel Newman Calls It a ‘Strong Sign of Confidence’ in Chipmaker’s Future

Intel Corp CEO Lip-Bu Tan is investing $12 million of his personal capital into the company's upsized $20 billion stock offering, a move seen by Futurum Group CEO Daniel Newman as a significant vote of confidence. This investment follows Intel's strong second-quarter revenue growth, …

ChipMOS Technologies, Inc. Financial Disclosures & Filings

This page provides access to the financial disclosures and regulatory filings for ChipMOS Technologies, Inc. (8150) on the Taiwan Stock Exchange. It lists earnings reports, annual reports, and interim reports from 2016 through 2026, offering insights into the company's performance and strategy. Key financial …

MaxLinear Inc (MXL) Stock Up 7.7% but GF Value Says Overvalued -- GF Score: 57/100

MaxLinear Inc (MXL) shares rose 7.7% to $74.33, but GuruFocus's GF Value indicates the stock is significantly overvalued by 273.3%, with an intrinsic value of $19.91. The company's GF Score of 57/100 reflects average performance with strong financial strength but poor valuation and profitability. …

Cerebras Systems Reports Q2 2026 Form 10-Q Filing Detailing Share Structure and Key Customers

Cerebras Systems Inc. has filed its Q2 2026 Form 10-Q, detailing its share structure as of August 5, 2026, with over 112 million Class A shares outstanding, alongside Class B and Class N shares. The filing confirms the company's status as an emerging growth …

Adobe vs. Advanced Micro Devices: Which Technology Stock Is a Better Buy in 2026?

Key Points Adobe maintains high profitability with a software ecosystem that serves creative and marketing professionals. Advanced Micro Devices is rapidly expanding its presence in the data center market with high-performance AI accelerators. Which of these technology leaders is the better fit for your …

Qualcomm (QCOM) CFO Palkhiwala sells 2,500 shares in 10b5-1 plan

Akash J. Palkhiwala, EVP, CFO & COO of Qualcomm (QCOM), sold 2,500 shares of common stock on August 12, 2026. These transactions, valued at approximately $408,000, were executed under a Rule 10b5-1 trading plan adopted in December 2025, with prices ranging from $161.1150 to …

Coherent forecasts upbeat first quarter on robust AI demand

Aug 12 (Reuters) - Coherent beat estimates for fourth-quarter earnings on Wednesday and forecast first-quarter revenue and profit ‌above analysts' expectations, betting on strong demand for its ‌data center and communications products. Shares of the company, however, slipped 4% in ​extended trading. They have …

Magnificent Seven Earnings Remain Robust: MSFT, AAPL

Six of the beloved members of the Magnificent Seven have delivered their Q2 results, with only the most polarizing of the bunch, NVIDIA NVDA, reflecting the last on the schedule. NVIDIA will report on August 26th. Several members of the group, including Microsoft MSFT …

Earnings call transcript: Alpha and Omega Semiconductor posts Q4 2026 beat, shares sink after hours

Alpha and Omega Semiconductor (AOSL) reported fiscal Q4 2026 results that surpassed analyst expectations for both earnings and revenue, driven by strong growth in advanced computing. Despite the beat, the company's shares fell sharply in after-hours trading due to investor concerns about near-term headwinds, …

Alpha And Omega Semiconductor Stock Falls on Q4 Earnings, Soft Guidance

Alpha And Omega Semiconductor (NASDAQ: AOSL) stock fell after reporting mixed Q4 earnings and issuing soft guidance for the first quarter of fiscal 2027. While revenue slightly beat estimates, the company's Q1 revenue outlook was below analyst expectations at the midpoint, leading to a …

Mobileye director resigns following Intel governance changes

Mobileye director Patrick Bombach resigned from the board on August 8, 2026, following his departure from senior legal roles at Intel Corporation, Mobileye's controlling shareholder. Mobileye clarified that Bombach's resignation was not due to disagreements over its operations or policies, indicating the change is …

Advanced Micro Devices (NASDAQ:AMD) Shares Up 1.8% - Here's Why

Advanced Micro Devices (AMD) shares rose 1.8% to $482.93 driven by positive developments including a research collaboration with Oxford BOLD, increasing demand for AI infrastructure, and a significant partnership with Core Scientific. The company recently reported strong quarterly results with revenue up 50.1% year-over-year …

International Business Machines (NYSE:IBM) Stock Price Down 1% - Time to Sell?

International Business Machines (IBM) shares dropped 1% to $235.96 amidst concerns about slowing growth and execution, despite meeting EPS expectations but missing revenue forecasts in its latest quarter. The company announced a $240 million agreement with Together AI to build an Nvidia-powered inference cluster …

Cerebras Systems (CBRS) posts $373M H1 revenue and $25.4B AI backlog

NVIDIA's Jensen Huang Says AI Isn’t Just Tech Anymore — It’s Infrastructure, and Wall Street Is Financing It

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. NVIDIA Corp. stock gained nearly 1% in Tuesday's premarket trading as investors weighed fresh efforts to finance large-scale AI infrastructure and GPU deployments. The world's most valuable …

Erin Hagen Sells 2,285 Shares of Allegro MicroSystems (NASDAQ:ALGM) Stock

Erin Hagen, SVP of Allegro MicroSystems (NASDAQ:ALGM), sold 2,285 shares of the company's stock for $101,431.15, reducing her direct holdings by 6.85%. This transaction comes as Allegro MicroSystems reported strong quarterly earnings, beating estimates with $0.23 EPS and a 27.5% year-over-year revenue increase. The …

Cerebras Systems Reports Solid Earnings. The Stock Is Plunging.

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

Is Vishay (VSH) Quietly Repositioning Around High‑Reliability Miniaturization With Its New Y1 Capacitors?

In early August 2026, Vishay Intertechnology introduced its BCcomponents SMDY1.S series of AC line-rated ceramic disc safety capacitors, offering a Y1 rating of 300 VAC / 1,500 VDC in a surface‑mount format that can cut board space needs by up to 40% while meeting …

Intel (INTC) Stock Looks Above Fair Value After a Very Large Run

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Intel stock has delivered a very large 348.0% return over the past year, yet …