Sharemaestro Newsreel

Broadcom Has Taken a Haircut Over 3 Months: One Analyst Expects 72% Returns From Here

Quick Read Broadcom's AI semiconductor revenue surged 143% YoY to $10.8B, with management guiding Q3 to $16B and citing demand visibility through 2028. While AMD and MRVL surged over 140% YTD, AVGO trades 34% below its Wall Street consensus target, offering the group's largest …

Astera Labs (NASDAQ:ALAB) Growth Story Gets More Interesting

Astera Labs is gaining market attention due to its strengthened position in AI infrastructure, driven by increasing data-center connectivity demand and strong quarterly performance. The company specializes in high-speed connectivity solutions crucial for advanced AI systems, where efficient data movement and reliable communication are …

Astera Labs Inc Stock (ALAB) Opened Up by 7.14% on Aug 17: Key Drivers Unveiled

Astera Labs Inc (ALAB) stock rose 7.14% on August 17, driven by an upgrade from Northland Securities to "Outperform" with a higher price target, citing strong AI infrastructure investment and market share gains. The company reported record quarterly revenue, doubling year-over-year, and issued optimistic …

Nvidia to Invest Up to $105 Billion for OpenAI Data Center

(Bloomberg) -- Nvidia Corp. has agreed to spend as much as $105 billion to support a massive new data center campus in Ohio set to be leased by OpenAI, according to a financial filing, marking the latest tie-up between two dominant forces driving the …

Nvidia backs financing for OpenAI data center in Ohio

Nvidia will provide credit and compute resources for a new OpenAI data center in Pike City, Ohio, with an initial 4.25 gigawatts of computing capacity. SB Energy will build and manage the data center, and Nvidia will invest $1.5 billion in SB Energy. This …

Why Rambus (RMBS) Is Getting Attention Today

Rambus (RMBS) is gaining attention ahead of its FMS 2026 presentation, with investors closely watching for new product commentary and its impact on the company's valuation. While a narrative suggests Rambus is significantly undervalued at $100.85 with a fair value of $149, driven by …

Top-Ranked ALAB & ANET Set to Thrive on AI-Cloud Networking Growth

The rapid expansion of AI infrastructure has created a strong opportunity for companies that supply computing and networking systems required to develop AI models. Moreover, AI infrastructure is moving toward faster links, larger accelerator clusters and more complex rack-scale topologies, significantly expanding connectivity content …

Billionaire David Tepper Trimmed Micron and Sold out of SanDisk. Here’s the New AI Stocks He’s Buying

Quick Read Tepper exited SanDisk after a 591% run and trimmed Micron, rotating profits into power utilities Vistra and NRG, both trading below 16x forward earnings. Tepper pushed Amazon to 5 million shares and opened a new CoreWeave stake, targeting AI infrastructure layers that …

Sandisk, Micron, Nvidia, SpaceX, Amazon, L3Harris, and More Stocks That Explain Today’s Market

Stocks are trading slightly lower as the summer doldrums hit the market. Several AI stocks are rising. Continue Reading

Intel Corporation (INTC) shows mixed tape on active-mover screen

The semiconductor stock drew heavy activity, but the today intraday price path points to a firmer late reading against the screen decline.

Wall Street Analysts Predict a 32.15% Upside in Broadcom Inc. (AVGO): Here's What You Should Know

Broadcom Inc. (AVGO) closed the last trading session at $392.99, gaining 6% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target …

Wall Street Analysts Think Silicon Motion (SIMO) Could Surge 37%: Read This Before Placing a Bet

Silicon Motion (SIMO) closed the last trading session at $268.9, gaining 1.7% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target …

IREN's NVIDIA Status and Microsoft Win: Time to Buy or Hold the Stock?

IREN has solidified its position in AI infrastructure through key milestones, including Microsoft's acceptance of Horizon 1 and NVIDIA awarding IREN Exemplar Cloud status. Despite these successes, which validate its AI cloud strategy and boost its revenue targets, the company faces significant capital needs, …

Marvell Technology Inc Stock (MRVL) Opened Up by 4.08% on Aug 17: A Full Analysis

Marvell Technology Inc. (MRVL) saw its stock open up 4.08% on August 17th, driven by strong bullish sentiment for its AI infrastructure portfolio and upcoming quarterly earnings. Analysts maintain positive ratings with an average price target of $253.19, reflecting confidence in its custom silicon …

Nvidia just took a very serious step on SpaceX stock

There is a version of the AI trade that everyone can see. Nvidia sells chips. Hyperscalers buy chips. The money flows one direction. It's a clean story. The SEC filing Nvidia dropped on August 14 tells a different version of that story, one where …

Wall Street Analysts See Broadcom Inc. (AVGO) as a Buy: Should You Invest?

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important? Before we discuss the reliability of brokerage …

Monolithic Power (MPWR) Recently Broke Out Above the 50-Day Moving Average

Monolithic Power (MPWR) has recently surpassed its 50-day moving average, signaling a short-term bullish trend. The stock has seen a 6.9% increase over the past four weeks and holds a Zacks Rank #1 (Strong Buy). Positive earnings estimate revisions further strengthen the case for …

Broadcom’s Brilliant Strategy Keeps Me Buying, Especially Now

Quick Read Broadcom's dual AI engines, consisting of custom ASICs and dominant networking chips, capture hyperscaler capital from both sides, creating utility-like lock-in over semiconductor cyclicality. AVGO trades at 21x forward earnings with a PEG of 0.44, offering a cheaper entry than NVDA while …

In-Person Seats Will Be Limited at Semtech’s Data Center Event

Semtech Corporation (Nasdaq: SMTC) will host a teach-in event for its Data Center business on October 15, 2026, in San Jose, California. The event will feature a strategy overview, technology portfolio, and long-term financial objectives from Semtech leadership, including CEO Dr. Hong Hou. Due …

Sandisk Just Gave Micron Technology Investors Great News

Sandisk (NASDAQ: SNDK) and Micron Technology (NASDAQ: MU) are two memory stocks that have been exceptionally hot buys over the past year, with the former soaring by 3,400% and the latter rising by close to 700%. Investors have been loading up on these stocks …

Micron rises as White House presses Apple to avoid Chinese memory chips

Investing.com -- Micron Technology (NASDAQ:MU) shares gained 2.6% ahead of Monday's opening bell after the Trump administration publicly warned Apple against sourcing memory chips from Chinese suppliers to ease an AI-driven supply crunch. Micron is the direct beneficiary of Washington's stance: a U.S. Commerce …

STMicroelectronics (STM) lifts treasury stock to 18.8M shares

STMicroelectronics (STM) announced that it repurchased 115,000 ordinary shares between August 10 and August 14, 2026, as part of its ongoing share buyback program. These shares were bought on Euronext Paris for a total of EUR 5,518,320.50 at a weighted average price of EUR …

Cantor Fitzgerald reiterates Analog Devices stock rating on earnings outlook

NVIDIA commits $1.5B in SB Energy as OpenAI targets 8 GW Ohio AI campus

[Nvidia Corporation in China] Robert Way * NVIDIA (NVDA [https://seekingalpha.com/symbol/NVDA]) announced on Monday that it will be the exclusive AI compute infrastructure provider for SB Energy’s PORTS-Pike technology campus in Ohio, with OpenAI (OPENAI [https://seekingalpha.com/symbol/OPENAI]) as the customer. * The campus is being built …

Texas Instruments debuts high-bandwidth CAN XL transceiver for next-gen robots

Texas Instruments has launched what it claims is the first commercially available CAN XL transceiver, the TCAN6062. This new offering supports high-bandwidth data rates up to 20 Mb/s and payloads up to 2,048 bytes per frame, designed specifically for the demanding needs of industrial …

Nvidia to invest up to $105 billion for OpenAI data center in Ohio

Nvidia is planning to invest up to $105 billion to establish a data center in Ohio, which will be utilized by OpenAI. This significant investment highlights Nvidia's commitment to supporting advanced AI infrastructure. The news was reported by Bloomberg on August 17, 2026.

Semtech Corporation to Host Data Center Teach-in Event on Oct. 15, 2026

Event to feature strategy overview, technology portfolio and long-term financial objectives from Semtech leadership CAMARILLO, Calif., August 17, 2026--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductors powering AI data center networking and intelligent, connected Internet of Things ("IoT") devices worldwide, will …

Nvidia, Alphabet, Peter Thiel: SpaceX Top Shareholders Revealed

A series filings reveal the massive stakes tech giants Nvidia and Alphabet and mega investors Peter Thiel have in SpaceX. Continue Reading

Nvidia Rows Back on $250 Billion OpenAI Pledge and the Stock Rises

Nvidia stock was edging up early Monday. Shareholders might be reassured the chip maker is moderating its financial support for ChatGPT-developer OpenAI and its huge data-center investments. The shares were up 0.7% in premarket trading. Continue Reading

Lumentum Stock Forecast: Can Nvidia Demand Push LITE Above $1,000?

Lumentum Holdings reported strong fiscal Q4 results, with revenue up 109% and adjusted EPS jumping 267%, driven by high demand for AI infrastructure. The company has a strategic $2 billion partnership with Nvidia, highlighting momentum in 1.6T transceivers. While Lumentum shows significant growth potential, …

Nvidia to invest $1.5 billion in SB Energy under OpenAI data center deal

Aug 17 (Reuters) - Nvidia will invest $1.5 billion in SoftBank-backed SB Energy and secure up to ‌8 gigawatts of AI computing capacity at ‌an Ohio campus being built by the data center developer ​for OpenAI. The deal is the latest where Nvidia is …

NVIDIA Guarantees SB Energy’s PORTS-Pike Technology Campus in Ohio to Exclusively Host NVIDIA AI Compute

NVIDIA has partnered with SB Energy to secure land, power, and shell capacity at the PORTS-Pike Technology Campus in Ohio, where OpenAI will be the customer for NVIDIA AI compute. NVIDIA will invest $1.5 billion in SB Energy to support this development, which aims …

Micron Technology MU Draws Aggressive AI Price Targets

Micron Technology (MU) is experiencing significant upward momentum, trading up 3.12% due to robust AI-chip demand and optimistic memory pricing. Analyst firms like New Street Research and UBS have issued aggressive "Buy" ratings and high price targets, citing tight high-bandwidth memory (HBM) supply and …

NVIDIA (NVDA) Set for Strong Q2 Earnings Amid Long-Term Growth C

If You Invested $1000 in Micron a Decade Ago, This is How Much It'd Be Worth Now

How much a stock's price changes over time is important for most investors, since price performance can both impact your investment portfolio and help you compare investment results across sectors and industries. FOMO, or the fear of missing out, also plays a role in …

Intel's $23 Billion Raise May Signal Foundry Progress

This article first appeared on GuruFocus. The chipmaker Intel Corp. (INTC, Financials), seeking to restore its foundry division may be showing actual indications of improvement after raising $23 billion this week.GF Securities said the offering appears constructive on the back of rising yields, more …