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finance.yahoo.com Earnings Provider-linked mention 🇺🇸 United States

Is Novo Nordisk's Wegovy-Fueled Rebound Evaporating?

Novo Nordisk (NYSE: NVO) posted strong first-quarter results and performed fairly well in the month that followed its first-quarter update. However, the company's most recent financial update, for the second quarter, erased much of those gains. In both cases, the market's reaction was largely …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.7% · Next-week setup positive 60.1% NVDA stored weekly price path from 22 Aug 2025 to 14 Aug 2026
finance.yahoo.com Market update Provider-linked mention 🇺🇸 United States

Archer Aviation Stock Has Surged 45% in the Past Month. Should You Buy Into the Rally?

Archer Aviation (NYSE: ACHR) stock has been red-hot of late. For much of the year, it's been doing poorly, but there have been some recent developments, including a deal to acquire multiple businesses from aircraft giant Boeing, which appear to have sparked renewed interest …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.7% · Next-week setup positive 60.1% NVDA stored weekly price path from 22 Aug 2025 to 14 Aug 2026
Stock Titan Market update Main company 🇺🇸 United States

Silicon Motion (SIMO) raises $1.15B in 0% convertible senior notes due 2031

Silicon Motion Technology Corporation announced the closing of an upsized offering of $1.15 billion aggregate principal amount of 0.00% Convertible Senior Notes due 2031, including the full exercise of the initial purchasers' option. The notes are zero-coupon and mature on August 15, 2031, unless …

SIMO main company
Sharemaestro market context Trend signal active 52 weeks +255.8% · Next-week setup positive 61.1% SIMO stored weekly price path from 22 Aug 2025 to 14 Aug 2026
finance.yahoo.com Earnings Provider-linked mention 🇺🇸 United States

Arcos Dorados Holdings Inc. Q2 2026 Earnings Call Summary

Arcos Dorados Holdings Inc. Q2 2026 Earnings Call Summary - Moby Strategic Performance Drivers Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.7% · Next-week setup positive 60.1% NVDA stored weekly price path from 22 Aug 2025 to 14 Aug 2026
finance.yahoo.com Earnings Main company 🇺🇸 United States

Is Credo (CRDO) Quietly Redefining Its AI Moat Through Open Interconnect Standards and Memory Solutions?

Earlier in August 2026, Credo Technology Group Holding Ltd. showcased its OmniConnect Weaver AI memory interconnect and Toucan PCIe 6.0-capable retimer at the FMS 2026 conference, where OmniConnect Weaver was also named a finalist in two FMS Best of Show award categories. By pairing …

CRDO main company
Sharemaestro market context Trend signal active 52 weeks +127.9% · Next-week setup positive 58.5% CRDO stored weekly price path from 22 Aug 2025 to 14 Aug 2026
finance.yahoo.com Balance sheet Main company 🇺🇸 United States

Advanced Micro Devices (AMD) Plans $5 Billion Bond Sale For AI Expansion

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. Advanced Micro Devices (NasdaqGS: AMD) is preparing a multi billion dollar investment grade bond …

AMD main company
Sharemaestro market context Trend signal active 52 weeks +206.6% · Next-week setup positive 61.3% AMD stored weekly price path from 22 Aug 2025 to 14 Aug 2026
The Futurum Group Deals and strategy Main company 🇺🇸 United States

Silicon Labs Q2 FY 2026: IoT Recovery Builds Momentum for Series 3 Platform

Silicon Labs reported strong Q2 FY 2026 earnings, showing sequential improvements in revenue, gross margin, and profitability, indicating a recovery in the IoT semiconductor sector. The company's new 22nm Series 3 platform is central to its strategy of moving into more complex, compute-heavy, and …

SLAB main company
Sharemaestro market context Trend signal active 52 weeks +50.5% SLAB stored weekly price path from 22 Aug 2025 to 14 Aug 2026
finance.yahoo.com Earnings Provider-linked mention 🇺🇸 United States

Super Micro Climbs 7% on Record Backlog, Dell and Hewlett Packard Enterprise Gain 3%

Quick Read Super Micro Computer's FY2027 revenue guide of $65 to $72 billion far exceeded the $53 billion consensus, sending SMCI up 7% and pulling Dell higher alongside it. Goldman Sachs named NetApp a top U.S. hardware pick as Lenovo's AI server pipeline surged …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.7% · Next-week setup positive 60.1% NVDA stored weekly price path from 22 Aug 2025 to 14 Aug 2026
finance.yahoo.com Market update Main company 🇺🇸 United States

BofA picks AMD and Nvidia as AI chip winners in massive CPU market

This article first appeared on GuruFocus. Bank of America (BAC) is becoming more bullish on processors as the rise of AI agents could create a larger role for CPUs inside data centers. The firm now sees the server CPU opportunity surpassing $210 billion by …

NVDA main company AMD mentioned
Sharemaestro market context Trend signal active 52 weeks +26.7% · Next-week setup positive 60.1% NVDA stored weekly price path from 22 Aug 2025 to 14 Aug 2026
finance.yahoo.com Deals and strategy Provider-linked mention 🇺🇸 United States

Rockwell Medical, Inc. Q2 2026 Earnings Call Summary

Rockwell Medical, Inc. Q2 2026 Earnings Call Summary - Moby Strategic Execution and Operational Efficiency Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.7% · Next-week setup positive 60.1% NVDA stored weekly price path from 22 Aug 2025 to 14 Aug 2026
finance.yahoo.com Earnings Provider-linked mention 🇺🇸 United States

BofA Reveals Its AI Stocks To Buy List

This article first appeared on GuruFocus. Bank of America is turning more bullish on the next leg of AI infrastructure, naming Advanced Micro Devices (NASDAQ:AMD) its top CPU pick and Nvidia (NASDAQ:NVDA) its overall semiconductor pick as agentic AI drives a potentially dramatic increase …

NVDA mentioned AMD mentioned INTC mentioned
Sharemaestro market context Trend signal active 52 weeks +26.7% · Next-week setup positive 60.1% NVDA stored weekly price path from 22 Aug 2025 to 14 Aug 2026
finance.yahoo.com Earnings Provider-linked mention 🇺🇸 United States

Applied Industrial Technologies, Inc. Q4 2026 Earnings Call Summary

Applied Industrial Technologies, Inc. Q4 2026 Earnings Call Summary - Moby Strategic Performance Drivers Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.7% · Next-week setup positive 60.1% NVDA stored weekly price path from 22 Aug 2025 to 14 Aug 2026
finance.yahoo.com Macro sensitivity Provider-linked mention 🇺🇸 United States

Gold Rally Faces Moment of Truth

This article first appeared on GuruFocus. Gold is approaching a decisive technical test after a powerful month-long rebound, with prices trading near $4,381 an ounce on Thursday and challenging the closely watched 200-day moving average around $4,484. A sustained break above that level could …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.7% · Next-week setup positive 60.1% NVDA stored weekly price path from 22 Aug 2025 to 14 Aug 2026
finance.yahoo.com Earnings Main company 🇺🇸 United States

Ideal Power Inc. Q2 2026 Earnings Call Summary

Ideal Power Inc. Q2 2026 Earnings Call Summary - Moby Strategic Execution and Market Dynamics Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap …

IPWR main company
Sharemaestro market context Trend signal started 52 weeks +4.6% · Next-week setup negative 35.7% IPWR stored weekly price path from 22 Aug 2025 to 14 Aug 2026
finance.yahoo.com Earnings Provider-linked mention 🇺🇸 United States

Eagle Point Credit Company Inc. Q2 2026 Earnings Call Summary

Eagle Point Credit Company Inc. Q2 2026 Earnings Call Summary - Moby Strategic Execution and Market Dynamics Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.7% · Next-week setup positive 60.1% NVDA stored weekly price path from 22 Aug 2025 to 14 Aug 2026
finance.yahoo.com Earnings Main company 🇺🇸 United States

Micron Just Lost Ground in Key Memory Market

This article first appeared on GuruFocus. China's Yangtze Memory Technologies has overtaken Micron Technology (NASDAQ:MU) and Kioxia in global NAND shipments, highlighting China's growing presence in a memory market being reshaped by severe supply constraints. But for Micron investors, the headline market-share loss looks …

MU main company
Sharemaestro market context Trend signal active 52 weeks +726.9% · Next-week setup positive 58.6% MU stored weekly price path from 22 Aug 2025 to 14 Aug 2026
finance.yahoo.com Earnings Provider-linked mention 🇺🇸 United States

Understand How Coherent and Lumentum Bypass an AI Bottleneck With Optics

Quick Read Coherent (COHR) posted 34% revenue growth and Lumentum (LITE) surged 109% as AI clusters abandon copper wiring in favor of optical connectivity. Coherent anchors its full photonic stack to an NVIDIA (NVDA) partnership, while Lumentum owns the high-margin laser engine inside modules …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.7% · Next-week setup positive 60.1% NVDA stored weekly price path from 22 Aug 2025 to 14 Aug 2026
finance.yahoo.com Market update Provider-linked mention 🇺🇸 United States

The Numbers Get Larger and Larger: Inside the AI Financing Scramble

Nvidia and Intel are trying to solve two very different problems, though both are tied to the AI data-center boom. Continue Reading

NVDA mentioned INTC mentioned
Sharemaestro market context Trend signal active 52 weeks +26.7% · Next-week setup positive 60.1% NVDA stored weekly price path from 22 Aug 2025 to 14 Aug 2026
nasdaq.com Earnings Provider-linked mention 🇺🇸 United States

Stocks Close Higher on Favorable CPI Report and Positive AI News

The S&P 500 Index ($SPX) (SPY) on Wednesday rose +0.26%, the Dow Jones Industrial Average ($DOWI) (DIA) fell -0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose +0.74%. September E-mini S&P futures (ESU26) rose +0.31%, and September E-mini Nasdaq futures (NQU26) rose +0.71%. Stocks …

NVDA mentioned MU mentioned GFS mentioned
Sharemaestro market context Trend signal active 52 weeks +26.7% · Next-week setup positive 60.1% NVDA stored weekly price path from 22 Aug 2025 to 14 Aug 2026
finance.yahoo.com Market update Provider-linked mention 🇺🇸 United States

Forget Nvidia: Michael Burry and Bill Ackman Are Buying These Two Beaten Down Stocks — Should You?

Let's face it: Nvidia (NVDA) can't grow the way it already has. The money now is in finding the next beaten-down or ignored stocks. So let's learn from two Wall Street giants who spend their days doing exactly that — Michael Burry and billionaire …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.7% · Next-week setup positive 60.1% NVDA stored weekly price path from 22 Aug 2025 to 14 Aug 2026
finance.yahoo.com Earnings Provider-linked mention 🇺🇸 United States

Cisco's Q4 Earnings Beat Estimates, Strong Networking Aids Revenues

Cisco Systems CSCO reported fourth-quarter fiscal 2026 non-GAAP earnings of $1.22 per share, up 23% year over year and beating the Zacks Consensus Estimate by 4.27%. Broad networking demand and operating leverage supported the year-over-year growth. Revenues increased 18% year over year to $17.252 …

MCHP mentioned
Sharemaestro market context Price below Trend Line 52 weeks +16.8% MCHP stored weekly price path from 22 Aug 2025 to 14 Aug 2026
finance.yahoo.com Guidance Provider-linked mention 🇺🇸 United States

Sandisk Stock Jumps On Bullish Outlook, Leads Memory Names Higher

Sandisk stock jumped after the memory-chip maker gave an upbeat presentation at an analyst meeting in New York City. Continue Reading

MU mentioned
Sharemaestro market context Trend signal active 52 weeks +726.9% · Next-week setup positive 58.6% MU stored weekly price path from 22 Aug 2025 to 14 Aug 2026
finance.yahoo.com Earnings Main company 🇺🇸 United States

Sandisk, Cisco, Micron, Ondas, Coherent, Cerebras, and More Stocks That Explain Today’s Market

Stocks rose Thursday following softer-than-expected wholesale inflation data for July and growing confidence that the Federal Reserve won’t raise interest rates. The company added that adjusted gross margins should stabilize at around 80% over that period, with an adjusted free-cash-flow margin of about 50%. …

CBRS main company
Sharemaestro market context Stored weekly price path 14 weeks -21.7% CBRS stored weekly price path from 15 May 2026 to 14 Aug 2026
Seeking Alpha Analyst action Main company 🇺🇸 United States

Marvell Technology Has Just Shared Great News (Rating Upgrade) (NASDAQ:MRVL)

Marvell Technology (MRVL) has received an upgrade to a "buy" rating due to expectations of strong top-line growth, especially in its AI memory infrastructure solutions, and a more attractive valuation following a recent sell-off. The author, a shareholder, anticipates Q2 revenue to grow by …

MRVL main company
Sharemaestro market context Trend signal active 52 weeks +204.7% MRVL stored weekly price path from 22 Aug 2025 to 14 Aug 2026
Market source Guidance Main company 🇺🇸 United States

Why Intel Stock Popped Today

Intel (NASDAQ: INTC) stock rose 4.6% today after Bank of America analyst Vivek Arya revised his forecast for server CPU sales, projecting the market to reach $210 billion by 2030, a significant increase from previous estimates. This upward revision is driven by the growing …

INTC main company
Sharemaestro market context Trend signal active 52 weeks +313.3% INTC stored weekly price path from 22 Aug 2025 to 14 Aug 2026
MarketWatch Market update Main company 🇺🇸 United States

Qualcomm Inc. stock outperforms competitors on strong trading day

Qualcomm Inc. (QCOM) shares rose 1.05% to $164.79 on Thursday, marking its third consecutive day of gains. The stock's performance outpaced the broader market, with the S&P 500 Index and Dow Jones Industrial Average also seeing increases. This positive trading day occurred on August …

QCOM main company
Sharemaestro market context Price below Trend Line 52 weeks +7.1% · Next-week setup positive 56.0% QCOM stored weekly price path from 22 Aug 2025 to 14 Aug 2026
finance.yahoo.com Deals and strategy Provider-linked mention 🇺🇸 United States

Is Planet Labs The Cheapest Stock In The Space Economy?

Planet Labs (NYSE: PL), a developer of satellite constellations, went public through a merger with a special purpose acquisition company (SPAC) on Dec. 8, 2021. Its stock closed at $11.35 on the first day and eventually reached a record high of $51.40 on May …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.7% · Next-week setup positive 60.1% NVDA stored weekly price path from 22 Aug 2025 to 14 Aug 2026
finance.yahoo.com Market update Provider-linked mention 🇺🇸 United States

Here's Why I'm Not Buying SpaceX Stock Quite Yet

Patient investors knew to avoid Space Exploration Technologies (NASDAQ: SPCX) stock in the period shortly after the company's IPO, as it was expected that early demand for the shares would be high, then falter as the weeks dragged on. That thesis has proven correct, …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.7% · Next-week setup positive 60.1% NVDA stored weekly price path from 22 Aug 2025 to 14 Aug 2026
finance.yahoo.com Analyst action Provider-linked mention 🇺🇸 United States

IREN’s $100 Bull Case Hinges on a 5-10x AI Cloud Advantage

Iren Ltd. (NASDAQ:IREN) has been transitioning itself from being a Bitcoin miner into a major neocloud provider. The company has been leveraging its massive power infrastructure to provide AI cloud compute for tech giants such as NVIDIA Corporation (NASDAQ:NVDA) and Microsoft Corporation (NASDAQ:MSFT). No …

NVDA mentioned AMD mentioned
Sharemaestro market context Trend signal active 52 weeks +26.7% · Next-week setup positive 60.1% NVDA stored weekly price path from 22 Aug 2025 to 14 Aug 2026
finance.yahoo.com Deals and strategy Provider-linked mention 🇺🇸 United States

4 Nuclear Stocks Riding the AI Power Boom Into 2027 and Beyond

The electricity demand from artificial intelligence has created an immense power problem, and nuclear has emerged as one of the best solutions. Hyperscalers need constant, carbon-free electricity to run their data centers. Nuclear developers and providers are now some of the most important AI …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.7% · Next-week setup positive 60.1% NVDA stored weekly price path from 22 Aug 2025 to 14 Aug 2026
Yahoo! Finance Canada Earnings Provider-linked mention 🇺🇸 United States

EPAM Systems, Inc. (EPAM) Stock Forecasts

Argus has lowered its target price for EPAM Systems (EPAM) to $95.00 from the current price of $101.55. EPAM Systems is an IT services firm specializing in platform engineering, software development, and consulting services. This report is part of a series of research reports …

MPWR mentioned
Sharemaestro market context Trend signal active 52 weeks +67.0% MPWR stored weekly price path from 22 Aug 2025 to 14 Aug 2026
finance.yahoo.com Earnings Provider-linked mention 🇺🇸 United States

Sandisk Unveils Multi-Year Financial Model and Growth Strategy, Memory Stocks Soar

Quick Read SanDisk's investor day targets mid-to-high teens revenue growth and ~80% gross margins through FY2030, with 100% of excess cash returned to shareholders. New Business Model agreements with eight customers lock in two-thirds of FY2028 bits, giving SanDisk demand visibility that could reduce …

MU mentioned
Sharemaestro market context Trend signal active 52 weeks +726.9% · Next-week setup positive 58.6% MU stored weekly price path from 22 Aug 2025 to 14 Aug 2026
finance.yahoo.com Balance sheet Main company 🇺🇸 United States

Michael Burry doubles down on Nvidia short after $500B chip deal he calls a 'Wall Street stunt' with 'shades of Enron'

Unprecedented moves in the AI space this week are giving stock market experts flashbacks to one of the most famous corporate scandals in history, stoking fears that we're in line for a similarly catastrophic fallout. The headline-worthy $500 billion that Wall Street just announced …

NVDA main company
Sharemaestro market context Trend signal active 52 weeks +26.7% · Next-week setup positive 60.1% NVDA stored weekly price path from 22 Aug 2025 to 14 Aug 2026
finance.yahoo.com Market update Provider-linked mention 🇺🇸 United States

Analysts Are Undervaluing Berkshire Hathaway Now That Greg Abel Is Putting the Company's Cash to Work. But That's Not the Reason.

Given that the stock's only a tad below analysts' consensus price target of $525.08 following the recent release of its second-quarter results, Berkshire Hathaway's (NYSE: BRKA) (NYSE: BRKB) Class B shares appear to be fully and fairly valued. And maybe they are. Dig deeper, …

NVDA mentioned
Sharemaestro market context Trend signal active 52 weeks +26.7% · Next-week setup positive 60.1% NVDA stored weekly price path from 22 Aug 2025 to 14 Aug 2026
finance.yahoo.com Earnings Main company 🇺🇸 United States

Microchip Technology (MCHP) Signals Cyclical Recovery with Q4 Beat and Strong Guidance

Sycamore Capital Management, a franchise of Victory Capital Management, released its Q2 2026 investor letter for "Sycamore Mid Cap Value Equity Strategy". A copy of the letter can be downloaded here. Sycamore Capital's Mid Cap Value investment team focuses on a bottom-up approach to …

MCHP main company
Sharemaestro market context Price below Trend Line 52 weeks +16.8% MCHP stored weekly price path from 22 Aug 2025 to 14 Aug 2026
Seeking Alpha Earnings Main company 🇺🇸 United States

Cerebras slumps after Q2 miss, but analysts remain positive, some see a buying opportunity

This article first appeared on GuruFocus. Cerebras Systems (NASDAQ:CBRS) shares fell double digits on Thursday after the AI chipmaker's second-quarter report triggered a sharp pullback, even as several Wall Street firms maintained bullish views on the stock. Cerebras reported $180.1 million in second-quarter revenue, …

CBRS main company
Sharemaestro market context Stored weekly price path 14 weeks -21.7% CBRS stored weekly price path from 15 May 2026 to 14 Aug 2026

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