Sharemaestro Newsreel

Valens Earnings Call: Growth Beats, Profits Still Distant

How Could NXP Semiconductors (NXPI) Malaysia Expansion Reshape Its Supply Chain?

Monolithic Power Systems (NASDAQ:MPWR) Director Kuo Wei Herbert Chang Sells 50 Shares of Stock

Valens (VLN) Receives a Rating Update from a Top Analyst

Is Micron (MU) Using Its New AI Fund to Quietly Redefine Its Memory Strategy?

In August 2026, Micron Technology launched the Micron Ventures Paradigm Fund, a US$250 million vehicle that invests across the AI technology stack, covering model architectures, compute infrastructure, enterprise applications, and physical AI, to deepen partnerships and gain earlier insight into future memory and storage …

POET Technologies (POET) gains 5.5% beneficial owner in Group One Trading LLC

Group One Trading LLC has reported a 5.5% beneficial ownership stake in POET Technologies Inc. as of June 30, 2026, encompassing 9,445,376 common shares with sole voting and dispositive power. This figure includes options to buy 9,615,500 shares, and Group One Trading LLC is …

Silicon Motion’s 0% notes mature in 2031 after $1.15B close

Silicon Motion Technology Corporation announced the closing of an upsized private offering of $1.15 billion aggregate principal amount of 0.00% Convertible Senior Notes due 2031, including the full exercise of an additional $150 million option. The notes mature on August 15, 2031, with an …

Insider Selling: Advanced Micro Devices (NASDAQ:AMD) SVP Sells $67,889.25 in Stock

Advanced Micro Devices (NASDAQ:AMD) SVP Ava Hahn sold 143 shares of company stock for a total of $67,889.25 on August 11th, reducing her holdings by 0.80%. This transaction, conducted under a pre-arranged Rule 10b5-1 plan, follows AMD's stronger-than-expected quarterly results, with revenue up 50.1% …

Cathie Wood Bought $59.9 Million of Nvidia Stock Before Earnings. Here's What Investors Should Know.

Key Points Cathie Wood has added more Nvidia shares to five Ark Invest ETFs. Analysts are expecting another strong quarter from the chipmaker, with revenue growth anticipated to exceed 90%. Nvidia's earnings report is scheduled for Aug. 26.10 stocks we like better than Nvidia …

Monolithic Power Systems slides as investors likely take profits amid chip-sector weakness

PANW vs CRWD vs AVGO: Morningstar Has A 'Top Pick' Trading At A 40% Discount After Earnings

Tower Semiconductor (TSEM) Shares Moved, What Is Behind The Fresh Attention?

Tower Semiconductor (TSEM) has recently gained attention due to strong Q2 2026 results, a Japanese capacity expansion, and a partnership with OpenLight. Despite recent short-term share price dips, the stock is significantly up year-to-date and over a longer horizon. Analysts view TSEM as undervalued …

Reddit Announces Chief Legal Officer Leadership Transition

Reddit Inc. has announced a leadership transition for its Chief Legal Officer position. Benjamin Lee will step down on September 14, 2026, and Paul Cappuccio is expected to be appointed as the new Chief Legal Officer and Corporate Secretary. This move aims to strengthen …

Micron Ventures Launches $250 Million Fund to Invest in the Next Generation of AI

Micron Technology has launched the Micron Ventures Paradigm Fund, a $250 million investment vehicle to partner with companies innovating in AI. This third and largest fund will invest across the entire AI technology stack, from model architectures to physical AI. The fund aims to …

Cerebras Stock PlummetsDespite 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

Qorvo (QRVO) director Susan Spradley awarded 2,327 shares in stock grant

Qorvo, Inc. director Susan Louise Spradley was awarded 2,327 shares of common stock on August 12, 2026, as a compensation-related grant. This transaction, valued at $0.00 per share, increased her direct holdings to 14,351 shares. The Form 4 filing indicates this was a grant …

Qorvo, Inc. (QRVO) director awarded 2,327 shares of common stock

Qorvo, Inc. (QRVO) director Chris Koopmans was granted 2,327 shares of common stock at a price of $0.00 per share on August 12, 2026, as reported in a recent Form 4 filing. This compensation-related equity transaction increases his direct holdings to 6,160 shares of …

Jane Street Group (CBRS) discloses 5.1% Cerebras Systems ownership on Schedule 13G

Jane Street Group, LLC and its subsidiary Jane Street Capital, LLC have reported a beneficial ownership of 5.1% in Cerebras Systems Inc. This stake, totaling 5,222,522 shares of Class A common stock, grants them shared voting and dispositive power. The disclosure was made via …

Sky Harbour announces $40 million equity financing deal

Sky Harbour Group (SKYH) has completed a registered direct offering, securing $40 million in gross proceeds through the sale of 4,000,000 Class A common shares at $10.00 each. This financing, along with concurrent secondary sales by Boston Omaha Corporation, aims to strengthen the company's …

SCHD vs VIG: After Comparing the Two Most Popular Dividend ETFs in America, One Is the Better Buy for 2026

This article compares two popular dividend ETFs, SCHD (Schwab U.S. Dividend Equity ETF) and VIG (Vanguard Dividend Appreciation ETF), highlighting their different investment strategies and performance. While SCHD focuses on current yield and has performed better year-to-date in 2026 due to its value and …

Wellington Group (NXPI) discloses 2.66% beneficial stake in NXP Semiconductors

Wellington Management Group LLP and its related entities have disclosed a beneficial ownership of 2.66% in NXP Semiconductors N.V., amounting to 6,719,522 shares. These shares are held for clients of various Wellington investment advisers, with shared voting power over 6,141,548 shares and shared dispositive …

Analyst Sees Trouble Brewing for Hot Chip Stocks

This article first appeared on GuruFocus. Semiconductor investors may have to endure more pain before the next leg of the AI chip boom takes hold. Sara Awad of Tech Contrarians expects semiconductor stocks to face additional downside during the second half of 2026, arguing …

Micron and Sandisk Stock Have Plummeted. Here's Why Now Is the Perfect Time to Buy

Key Points Memory chips continue to be a damper on the AI build-out. Wall Street expects huge growth for both companies over the next year. 10 stocks we like better than Micron Technology › Micron Technology(NASDAQ: MU) and Sandisk (NASDAQ: SNDK) have been up …

Micron Stock Extends Winning Streak on Strong AI Memory Demand

This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) shares climbed about 5% Thursday, extending a three-session rebound as investors continued to focus on AI-related memory demand. The rally comes as Micron remains exposed to strong demand for high-bandwidth memory and data-center storage. The …

Nvidia Credit Risk Eases, Still Elevated After $500B Plan

Bloomberg's James Crombie joins Emily Graffeo on "Real Yield." Bond traders dialed back measures of credit risk associated with Nvidia after the company said it would limit its exposure in a $500 billion plan to finance the type of AI investments that are driving …

Nvidia Rallies 7% as Goldman Warns Earnings Bar Is High

This article first appeared on GuruFocus. Nvidia Corp. (NVDA, Financials), the dominant supplier of artificial intelligence chips, has rallied 6.6% over the past five days as investors position for its Aug. 26 earnings report. Goldman Sachs cautioned that the recent run has raised the …

S&P 500 Hits Record as Cooling Inflation Boosts Rate-Cut Hopes

This article first appeared on GuruFocus. The S&P 500 moved into record territory Thursday after U.S. wholesale prices showed little change in July, giving investors another indication that inflation pressures may be easing. The benchmark was recently up about 0.5%, while the Nasdaq Composite …

Apple Stock Rises While Norway Fund Reveals Huge Position

This article first appeared on GuruFocus. Apple (NASDAQ:AAPL), the consumer-tech giant behind the iPhone and one of the world's most powerful digital ecosystems, rose roughly 0.9% Thursday morning as Norway's Government Pension Fund Global revealed the sheer size of its Apple bet. The fund …

IREN Stock Jumps as Microsoft and Nvidia Back Its AI Cloud Push

This article first appeared on GuruFocus. IREN (NASDAQ:IREN) shares climbed about 5% on Thursday after the company confirmed that its first artificial intelligence cloud installation for Microsoft (NASDAQ:MSFT) had been delivered and accepted. The project, called Horizon 1, represents the first of four planned …

AMD Gets a Bigger AI Opportunity as CPU Market Expands

This article first appeared on GuruFocus. Advanced Micro Devices Inc. (AMD, Financials), the chipmaker competing across CPUs and GPUs, could benefit from a much larger server processor market as agentic artificial intelligence drives new demand inside data centers. Warning! GuruFocus has detected 4 Warning …

Nvidia Stock Gains While Norway Fund Reveals Top Holding

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA), the AI-chip powerhouse at the center of the global computing boom, gained approximately 0.8% Thursday morning as another striking measure of its market dominance emerged. Norway's Government Pension Fund Global now counts Nvidia as its single …

Alphabet Stock Climbs as Norway Fund Ranks It Third

This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOG), the parent of Google, YouTube and Google Cloud, climbed approximately 1.1% Thursday morning as Norway's Government Pension Fund Global revealed the sheer size of its bet on the tech giant. The fund valued its Alphabet position …

Michael Burry Sends Fresh AI Warning on Nebius, Micron and Oracle

This article first appeared on GuruFocus. Michael Burry (Trades, Portfolio) has increased bearish positions tied to artificial intelligence and semiconductor stocks, while adding to selected long holdings, according to a Wednesday Substack post. Warning! GuruFocus has detected 3 Warning Signs with MU. Is MU …

Cerebras Stock Slumps After Earnings -- Analysts See '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, …

Intel Stock Jumps as Bank of America Sees Bigger CPU Market

This article first appeared on GuruFocus. Intel (NASDAQ:INTC) shares climbed 3% Thursday after Bank of America lifted its long-term view for server processor demand, pointing to artificial intelligence workloads as a potential source of additional CPU growth, according to a Thursday analyst note. Bank …

How Nvidia’s $500 Billion AI Infrastructure Financing Push Could Impact NVIDIA (NVDA) Investors

Nvidia recently unveiled memorandums of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to create independent compute financing platforms intended to mobilize over US$500.00 billion of third‑party capital for global AI infrastructure buildouts across data centers and "AI factories." This move effectively …