Sharemaestro Newsreel

Research Analysts Set Expectations for POWI Q3 Earnings

GCT Semiconductor (NYSE:GCTS) Downgraded by Wall Street Zen to Sell

GCT Semiconductor (NYSE:GCTS) has been downgraded to a "sell" rating by Wall Street Zen and reaffirmed a "sell (D-)" by Weiss Ratings, while MarketBeat maintains a "hold" consensus with a $3.50 price target. The company reported a quarterly loss of $0.25 per share and …

AMD’s 6.4% week stands out in semiconductors while participation drops to 0.7x

Advanced Micro Devices beat both Technology and semiconductor peers for the week, yet negative activity pressure and below-average volume keep the Sharemaestro read balanced rather than fully confirmed.

Everspin Technologies, Inc. shs Thailand Depositary Receipts Repr 1 Sh

This article from TradingView provides a financial overview of Everspin Technologies, Inc. shares Thailand Depositary Receipts (MRAM03) listed on the Stock Exchange of Thailand. It specifically highlights the diluted earnings per share (diluted EPS) for the company. The content appears to be a stub …

ScitiX Introduces Production-Ready Inference Platform, Bringing Enterprise-Grade Control to Multi-Model AI Deployments

SAN FRANCISCO, Aug. 16, 2026 /PRNewswire/ -- ScitiX unveiled the full scope of its production inference platform, purpose-built for enterprises running AI at scale. As organizations move from experimentation to live workloads, the company is positioning inference not as a supporting function, but as …

Stronger Q2 Results And AMI-Fueled Outlook Might Change The Case For Investing In Lattice (LSCC)

Advanced Micro Devices (AMD) Is Up 6.4% After Record $4.75 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 …

Jensen Huang Doubled Nvidia's Own Sales Forecast to $1 Trillion Through 2027. Here's What That Guidance Means for the Stock's Valuation.

AMD (AMD) Stock Trades Up, Here Is Why

AMD (AMD) Stock Trades Up, Here Is Why What Happened? Shares of computer processor maker AMD (NASDAQ:AMD) jumped 5.1% in the afternoon session after the company priced a $4.75 billion bond offering to fund its expansion into the artificial intelligence and data center markets, …

Compal Electronics to Acquire Semtech Cellular Module Business

Semtech Corp. has agreed to sell its cellular module business to Taiwan-based Compal Electronics Inc. for $62 million in cash. This divestiture allows Semtech to focus on its data center and LoRa connectivity product portfolios, which it identifies as key growth areas. The transaction, …

Samsung and SK Hynix Have Soared Over 100% in 2026, But Korea’s ‘Dr. Doom’ Says the KOSPI Rally Could Be

Despite significant gains for Samsung Electronics and SK Hynix driven by the AI boom, economist Kim Young-ik, dubbed "Korea’s Dr. Doom," warns that the KOSPI rally is nearing an end. He believes the market is now overvalued, citing a declining leading economic indicator and …

Dow Futures Slip, S&P 500, Nasdaq Futures Climb Ahead Of Key Retail Earnings, Fed Minutes: NLST, AVGO, LUNR, MRK Stocks In Focus

Can Retail Earnings Keep S&P 500 Rally Alive? NLST, AVGO, LUNR, MRK Stocks In Focus

NVIDIA Earnings in 9 Days — Why BofA Expects a $95B Beat and Multi-Quarter Upgrade Cycle

How Investors May Respond To Marvell Technology (MRVL) Expanding Its AI Data Center Memory Infrastructure Portfolio

Marvell Technology has expanded its AI-focused memory infrastructure portfolio with innovations like the Bravera SC6 PCIe 6.0 SSD controller, Structera X CXL memory expansion platform, and Photonic Fabric optical shared-memory solutions. These advancements aim to better handle complex, memory-intensive AI inference workloads for hyperscalers. …

SK Square set to turn SK Hynix windfall into firepower for AI, chip deals

SK Square, SK Group's investment firm and South Korea's third-largest listed company by market value, is planning a new wave of technology investments. Leveraging the success of SK Hynix, the company aims to pursue multi-trillion won acquisitions and strategic stakes in AI and semiconductor …

Billionaires Battle on NVIDIA: David Tepper Bought More. Dan Loeb Sold Every Share. George Soros Bought Puts.

Quick Read Tepper added to NVDA, Loeb sold all 190,000 shares, and Soros opened puts against his $213 million long position in the same quarter. Soros holds 1 million NVDA shares alongside his new puts, framing the trade as a hedge on a large …

Wall Street’s Biggest Funds Are Dumping Broadcom and Adding Taiwan Semiconductor. Time to Follow the ‘Smart Money?’

Quick Read Three major hedge funds piled into TSM while dumping AVGO, with TSM gaining 41% YTD versus AVGO's 8% single-week drop. Druckenmiller exited Intel and Micron while opening new positions in LRCX, AMD, and Entegris, signaling selective bets on process equipment over legacy …

NXP Semiconductors Sees Demand Rebound as Auto, AI and Data Center Growth Accelerate

NXP Semiconductors is experiencing a significant demand rebound across its end markets, particularly in automotive, AI, and data centers, with book-to-bill ratios exceeding one. The company notes extended lead times, normalized distribution inventory, and increased customer escalations, indicating a healthier business environment compared to …

Insider Sale: Monolithic Power Systems Interim CFO Sells 105 Shares for $141,148

Robert W. Dean, Interim CFO of Monolithic Power Systems (NASDAQ:MPWR), executed a sale of 105 shares of common stock on Aug. 5, 2026, according to a recent SEC Form 4 filing. Transaction summary Metric Value Transaction value $141,148 Shares sold 105 Post-transaction shares 7,197 …

Micron Is Worth $1.1 Trillion and Sits 23% Below Its 52-Week High. Is the Stock a Buy?

Micron Technology (NASDAQ: MU) hasn't reported a quarter since late June. The memory specialist's stock has still given back about 23% from its 52-week high. For a company valued at $1.1 trillion today, that drawdown works out to more than $300 billion of market …

Nvidia’s neocloud funding could drive significant revenue stream - Morgan Stanley

Morgan Stanley analysts are optimistic about Nvidia's recent announcement of securing $500 billion in third-party capital for AI infrastructure, viewing it as a potential significant annuity revenue stream. They believe this initiative, which involves partnerships with major financial players like Apollo and BlackRock, will …

Lattice Semiconductor (NASDAQ: LSCC) SVP has 593 shares withheld for taxes

Lattice Semiconductor's SVP, R&D, Pravin Desale, had 593 shares withheld by the issuer on August 16, 2026, to cover tax obligations related to the vesting of restricted stock units. The shares were valued at $130.46 each. After this transaction, Desale directly holds 72,739 shares …

Analog Devices Earnings Could Trigger a Move as Options Price in Modest Volatility

Analog Devices (NASDAQ: ADI) is set to release its Q3 earnings on August 19, following a significant stock rally this year. Analysts are optimistic, projecting a 36% revenue increase to $3.93 billion, driven by its data center and industrial businesses. The options market suggests …

NVIDIA’s $3 Billion Bet on the Power Behind AI

NVIDIA Corporation (NASDAQ:NVDA)'s latest push into the infrastructure supporting AI chips extends all the way to the power grid. According to a report from The Information, published on August 7, NVIDIA will spend up to $3 billion in Lancium, a power infrastructure developer and …

The Bull Case For Power Integrations (POWI) Could Change Following 2,200 V PowiGaN Breakthrough And ESOP Shelf Registration

QuickLogic Targets Defense, Space Growth With Rad-Hard FPGA Push

Key Points Interested in QuickLogic Corporation? Here are five stocks we like better. QuickLogic is targeting aerospace, defense, space and critical infrastructure markets with discrete FPGAs and embedded FPGA IP, emphasizing U.S.-based design, manufacturing and trusted supply chains. The company is developing a strategic …

Wall Street Thinks Monolithic Power Is a Buy. Here’s Why It Might Be Right.

Qorvo Shares Rally 15% in a Month, But Cash Flow Model Flags 14% Premium

Qorvo shares have risen by 14.75% in the last month, but a discounted cash flow analysis suggests the stock is trading at a 13.6% premium to its intrinsic value of $86 per share. While the company appears overvalued by DCF, it is roughly fairly …

Qorvo (QRVO) Rejected A Written Consent Proposal, Is The Stock Now Fully Valued?

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Qorvo (QRVO) is back in focus after its August 11 annual general meeting, where shareholders voted against a proposal that would have granted investors the …

Diodes Posts Sixth Consecutive Quarter Of Double-Digit Revenue Growth As AI Server Content Expands

Diodes Incorporated reported its sixth consecutive quarter of double-digit year-over-year revenue growth, driven by increased semiconductor content in AI server, automotive, and industrial applications. The company saw Q2 revenue rise over 20% to $445.5 million and expects this growth to accelerate further in Q3, …

Earnings Volatility Watch: Wolfspeed and 9 Other Stocks Could Swing Up to 17% this Week

AMD Stock And 2 AI Infrastructure Names for Lower Rate Growth

This article examines three interest-rate-sensitive growth stocks – Monolithic Power Systems (MPWR), Arista Networks (ANET), and Advanced Micro Devices (AMD) – that are poised to benefit from softer U.S. inflation readings and potential peak interest rates. It details each company's operations, market position in …

Qorvo (QRVO) Stock May Be 14% Overvalued As Cash Flow Carries The Case

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Qorvo's share price has recovered in the short term, yet longer term returns are still weak, and the current Discounted Cash Flow (DCF) intrinsic value estimate points …

History Says This Is What Will Happen to Nvidia Stock After Aug. 26

Aug. 26 is going to be a very important day in the stock market, with perhaps the most anticipated earnings report of Q2: Nvidia's (NASDAQ: NVDA). This earnings season has seen a lot of wild share price movements following reports, and I expect Nvidia's …

ETFs Investing in Qorvo, Inc. Stocks

This article provides a comprehensive list of Exchange Traded Funds (ETFs) that hold stocks of Qorvo, Inc. (QRVO). The list is sorted by market value and includes various details for each ETF, such as issuer, management style, focus, expense ratio, assets under management (AUM), …