Sharemaestro Newsreel

Cerebras Reports More Than 600 MW of Data Center Capacity Live or Contracted

Semtech Corporation (SMTC) Stock Price, News, Quote & History

This page provides a comprehensive overview of Semtech Corporation (SMTC) stock, including its current price, recent news headlines, and historical performance data. The stock showed a significant increase at market close on August 12, trading at 140.00, up 6.72%, but was slightly down in …

PIXELWORKS, INC 2026: Revenue $64K, EPS ($0.44) — 10-Q Summary

PIXELWORKS, INC (PXLW) reported its first-quarter 2026 results, showing a significant strategic shift after selling its semiconductor business to focus on cinematic visualization. The company generated $64K in revenue primarily from services and licensing, with a net loss of ($2.8M) and diluted EPS of …

Cerebras Systems (CBRS) Q2 2026 cloud revenue jumps 281% amid big loss

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 …

Cerebras raises annual targets on strong AI chip demand

By Anhata Rooprai and Max A. Cherney Aug 12 (Reuters) - Cerebras Systems raised its annual revenue and gross margin forecasts on Wednesday, buoyed by robust demand for its chips from ‌companies ramping up data-center capacity to power AI services. Still, its shares were …

Rambus Inc. (RMBS) Stock Price, News, Quote & History

Cerebras Systems Fast Inference Cloud Business Nearly Quadruples in Second Quarter 2026

Lattice to Deliver Keynote at 2026 OCP Global Summit

HILLSBORO, Ore., August 12, 2026--(BUSINESS WIRE)--Lattice Semiconductor (NASDAQ: LSCC), the low power programmable and platform firmware leader, today announced that Lattice will deliver a keynote at the 2026 OCP Global Summit. Ford Tamer, President and CEO of Lattice Semiconductor, will take the stage with …

Super Micro Computer Earnings Beat Sends Advanced Micro Devices (NASDAQ: AMD) Stock Surging

Resideo (REZI) Q2 Earnings Report Preview: What To Look For

Resideo (REZI) Q2 Earnings Report Preview: What To Look For Home automation and security solutions provider Resideo Technologies (NYSE:REZI) will be reporting results this Wednesday after the bell. Here's what investors should know. Resideo beat analysts' revenue expectations last quarter, reporting revenues of $1.91 …

AI Data Center Demand to TRIPLE by 2030 | GXO CEO on Logistics Impact

GXO Logistics CEO Patrick Kelleher reveals the immense growth in AI data center demand, predicting capacity will triple by 2030. Discover how this surge, along with warehouse robotics and redomestication, is reshaping the global supply chain and creating new opportunities for logistics providers. Kelleher …

GF Securities Revisits AI Stock Rebound

This article first appeared on GuruFocus. GF Securities is betting the pullback in artificial-intelligence stocks has largely run its course, adding Advanced Micro Devices (NASDAQ:AMD), Lumentum (NASDAQ:LITE), Foxconn and Semtech to its preferred list as valuations reset and hyperscalers show greater confidence in AI …

Monolithic Power Systems (MPWR) Stock Could Be Above Fair Value Following Investor Alert

These Are the Stocks Wall Street Is Betting Against the Most

This article first appeared on GuruFocus. The supplied source only contains the heatmap headline and ticker list, without the underlying short-interest percentages or ranking data. I can write the story accurately from that limited information, but I would not invent figures. A group of …

Valens Semiconductor Q2 Earnings Call Highlights

Valens Semiconductor (NYSE: VLN) surpassed its Q2 expectations with $18.1 million in revenue, driven by strong performance in its audio/video business. The company raised its full-year 2026 revenue guidance to $78 million–$81 million, indicating approximately 13% growth. While automotive revenue saw a sequential decline …

Nokia Oyj Stock (NOK) Moved Up by 9.27% on Aug 12: Facts Behind the Movement

Nokia Oyj (NOK) stock surged by 9.27% due to its re-evaluation as a key AI data center infrastructure provider, supported by an expanding AI and cloud backlog. Major financial institutions like Bank of America and SEB Equities upgraded the stock and raised price targets, …

Credo Technology Group Holding Ltd (CRDO) Latest Stock News & Headlines

This article provides a compilation of recent news and headlines concerning Credo Technology Group Holding Ltd (CRDO), including updates on its stock performance and analyst coverage. Key topics include CRDO's involvement in AI interconnect solutions, upcoming financial results, and its stock's significant year-to-date and …

Astera Labs Inc Stock (ALAB) Moved Up by 6.11% on Aug 12: Key Drivers Unveiled

Astera Labs Inc (ALAB) saw its stock price increase by 6.11% on August 12, driven by strong quarterly financial results that surpassed expectations and robust demand for its semiconductor connectivity solutions in AI infrastructure. Analyst upgrades and positive market sentiment surrounding AI deployment also …

Intel: BofA sees $20B raise fueling foundry and server CPU growth

Bank of America analysts view Intel's recent $20 billion equity raise as a sign of growing confidence in its foundry business, not a defensive move. Despite a slight EPS dilution, the capital infusion is expected to fuel growth in Intel's foundry ambitions and server …

Nvidia's Market Value Grew 24% Over the Past Year. Intel's Grew 474%.

While Nvidia's market value increased by 24% over the last year, Intel's saw a significant 474% rise. This disparity is due to differing factors: Nvidia's growth is backed by substantial earnings, whereas Intel's market value increase is largely driven by stock price appreciation, a …

Saturn Cloud Integrates NVIDIA DSX OS Into Its AI Token Factory Platform

Saturn Cloud has integrated NVIDIA DSX OS into its platform, giving neocloud operators a way to turn NVIDIA infrastructure into a token-metered service they can sell. NEW YORK, Aug. 12, 2026 /PRNewswire/ -- Saturn Cloud, the AI token factory platform and an NVIDIA portfolio …

CloudSEK Identifies More than 2,500 Organisations Potentially Impacted by AI Supply Chain Exposure Affecting 434,000 Software Pipelines

Global companies across the technology, finance, telecom, cybersecurity, manufacturing, and logistics sectors are among the organisations linked to the exposure JERSEY CITY, N.J., Aug. 12, 2026 /PRNewswire/ -- CloudSek, an AI-native predictive cyber-intelligence company, today announced that it has identified more than 2,500 organisations …

IBM Landed A $240M AI Deal. Is That Enough?

IBM (NYSE:IBM) just signed a $240 million deal with Together AI to build an Nvidia (NASDAQ:NVDA)-powered AI inference cluster on IBM Cloud, announced August 11. Together AI's chief revenue officer Kai Mak says demand is so strong the cluster will sell out two to …

Michael Burry adds to Nvidia and Palantir shorts while loading up on Molina Healthcare, which is down 54% from its high

Jim Spellman/WireImage Michael Burry, who was made famous by The Big Short, is doubling down on his bearish bets against some of the market's biggest AI and infrastructure names, while simultaneously increasing his investment in a healthcare company he has repeatedly argued is undervalued. …

MACOM (MTSI) investor Susan Ocampo reports 6.4% stake in 13G/A update

Susan M. Ocampo has updated her ownership stake in MACOM Technology Solutions Holdings, Inc. (MTSI) via an Amendment No. 19 to a Schedule 13G filing. She beneficially owns 4,884,490 shares, representing 6.4% of the common stock outstanding as of June 30, 2026. All shares …

CoreWeave (CRWV) and Super Micro (SMCI) Earnings Show AI Spending Is Still Surging

AI infrastructure stocks rose on Wednesday after strong quarterly financial reports from AI server hardware maker Super Micro Computer Inc. (NASDAQ:SMCI) and neocloud providers CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group NV (NASDAQ:NBIS). Big Tech companies have already signaled that spending on AI would not …

Valens Semiconductor (NYSE:VLN) Issues Earnings Results, Meets Estimates

Cerebras Stock Rises Ahead of Q2 Earnings: What's Going On?

Alphabet’s stock slips as Nvidia’s $500 billion financing deal threatens custom chips

Alphabet's stock is under pressure due to investor concerns that Nvidia's new $500 billion financing deal for AI infrastructure could undermine Alphabet's custom chip strategy. This comes after recent scrutiny of Alphabet's AI capabilities, including delays with its Gemini model. Analysts believe Nvidia's financing …

Vishay Intertechnology (VSH) Debuts Smaller Safety Capacitors And Universal IR Modules

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Vishay Intertechnology (NYSE:VSH) introduced AC line rated ceramic disc safety capacitors with advanced miniaturization and universal IR receiver modules. The new capacitors are designed to …

Lumentum Posts Solid Q4, Set To Hit $1.25B Revenue Target 3 Months Early

Lumentum Holdings reported a strong fiscal fourth quarter, surpassing revenue and earnings estimates. The company is set to reach its $1.25 billion revenue target three months early and now aims for $2 billion in quarterly revenue by Q4 2027, driven by accelerating demand in …

Astera Labs (NASDAQ:ALAB) Shares Gap Up - Should You Buy?

Astera Labs (NASDAQ:ALAB) shares gapped up by 6.6% to $334.49, driven by optimism for AI connectivity products and strong financial results including 104.5% year-over-year revenue growth. Northland Securities significantly raised its earnings forecasts for the company, while AMD's Helios AI systems are anticipated to …

Nvidia Will Be The World’s First $10 Trillion Company

Nvidia is positioned to become the world's first $10 trillion company, driven by its central role in the AI revolution and rapid revenue growth. Its recent $500 billion data center partnership with major financial firms like Goldman Sachs and BlackRock is expected to channel …

This Nvidia-Backed Cloud Company’s Stock Is Soaring on Stronger-Than-Expected Earnings

Nebius (NBIS) shares surged almost 29% after the Nvidia-backed AI infrastructure firm reported second-quarter results that exceeded analysts' expectations. The company announced adjusted EBITDA of $236.2 million and revenue of $582.3 million, significantly beating estimates. CEO Arkady Volozh also raised the year-end contracted power …

Astera Labs: The AI Fabric Inflection Is Arriving Faster Than Expected (NASDAQ:ALAB)