United States Semiconductors news | Sharemaestro Newsreel

19:17 13 Aug 2026

finance.yahoo.com Earnings Main company 🇺🇸 United States

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 …

INTC main company

Sharemaestro market context Trend signal active 52 weeks +313.9%

19:15 13 Aug 2026

finance.yahoo.com Balance sheet Main company 🇺🇸 United States

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 …

NVDA main company

Sharemaestro market context Trend signal active 52 weeks +24.3% · Next-week setup positive 60.2%

19:13 13 Aug 2026

nasdaq.com Earnings Main company 🇺🇸 United States

MACOM (MTSI) Q3 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Thursday, Aug. 6, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Senior Vice President of Corporate Development and Investor Relations - Stephen FerrantiPresident and Chief Executive Officer - Stephen DalyChief Financial Officer - John Kober TAKEAWAYS Revenue -- $342.2 …

MTSI main company

Sharemaestro market context Price above Trend Line 52 weeks +152.5%

19:06 13 Aug 2026

nasdaq.com Earnings Provider-linked mention 🇺🇸 United States

Stocks See Support from Favorable PPI Report

The S&P 500 Index ($SPX) (SPY) is up +0.57%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +1.22%. September E-mini S&P futures (ESU26) are up +0.58%, and September E-mini Nasdaq futures (NQU26) are …

NVDA mentioned MU mentioned

Sharemaestro market context Trend signal active 52 weeks +24.3% · Next-week setup positive 60.2%

19:00 13 Aug 2026

TradingView Earnings Main company 🇺🇸 United States

CBRS Q2 Earnings Beat Estimates as Cloud Revenues Surge 287%

Cerebras Systems CBRS reported a second-quarter 2026 loss of 4 cents per share, narrower than the Zacks Consensus Estimate, delivering an 80.95% earnings surprise. Core revenues of $209.87 million rose 103% year over year and topped the consensus estimate by 8.09%. The upside was …

CBRS main company AMD mentioned

Sharemaestro market context Stored weekly price path 13 weeks -18.9% · Next-week setup negative 44.9%

18:56 13 Aug 2026

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

Stock Market Today: Nasdaq 100 Leads Upside; Sellers Yank Coach Bag Firm Lower (Live Coverage)

Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings. Continue Reading

MU mentioned CRDO mentioned

Sharemaestro market context Trend signal active 52 weeks +627.1% · Next-week setup positive 58.0%

18:40 13 Aug 2026

Simply Wall Street Market update Main company 🇺🇸 United States

Is POET Technologies (POET) Quietly Rewriting Its Governance Playbook To Match Its Photonics Ambitions?

POET Technologies recently restructured its board, bringing in Dr. Bardia Pezeshki, an optical communications expert, and Jean F. Rankin, a governance specialist, while a long-serving director resigned. This move appears to strengthen technical oversight and governance as the company aims for high-volume manufacturing with …

POET main company

Sharemaestro market context Price above Trend Line 52 weeks +76.8%

18:40 13 Aug 2026

MarketBeat Earnings Main company 🇺🇸 United States

POET Technologies (NASDAQ:POET) Announces Earnings Results, Beats Estimates By $0.01 EPS

POET Technologies (NASDAQ:POET) announced its quarterly earnings, reporting a loss of $0.07 per share, which beat analyst estimates by $0.01. The company's revenue reached $0.57 million, surpassing the $0.50 million consensus. Despite the beat, the stock remains unprofitable with a negative net margin of …

POET main company

Sharemaestro market context Price above Trend Line 52 weeks +76.8%

18:40 13 Aug 2026

seekingalpha.com Market update Provider-linked mention 🇺🇸 United States

S&P 500 tags an all-time high and these 20 names have helped fuel the rally

[S&P Market Index Concept with Financial Graphs] AlexSecret The S&P 500 (SP500 [https://seekingalpha.com/symbol/SP500]) climbed to a fresh all-time high of 7,816.70 on Thursday, surpassing its prior record of 7,793.68 set on August 5. The benchmark advanced 0.6% for the session and is now up …

MU mentioned AMD mentioned INTC mentioned

Sharemaestro market context Trend signal active 52 weeks +627.1% · Next-week setup positive 58.0%

18:35 13 Aug 2026

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

Anthropic IPO Value Could Beat SpaceX's Record: Report

Investors believe Anthropic could target an IPO valuation north of $2 trillion, according to the Financial Times. Continue Reading

NVDA mentioned

Sharemaestro market context Trend signal active 52 weeks +24.3% · Next-week setup positive 60.2%

18:33 13 Aug 2026

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

3 Reasons to Avoid WOR and 1 Stock to Buy Instead

3 Reasons to Avoid WOR and 1 Stock to Buy Instead Worthington currently trades at $56.97 per share and has shown little upside over the past six months, posting a small loss of 2.7%. The stock also fell short of the S&P 500's 11.7% …

NVDA mentioned

Sharemaestro market context Trend signal active 52 weeks +24.3% · Next-week setup positive 60.2%

18:32 13 Aug 2026

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

Sector Update: Tech Stocks Gain Thursday Afternoon

Tech stocks were higher Thursday afternoon, with the State Street Technology Select Sector SPDR ETF PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have …

NVDA mentioned AMD mentioned

Sharemaestro market context Trend signal active 52 weeks +24.3% · Next-week setup positive 60.2%

18:31 13 Aug 2026

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

Bit Digital Q2 Earnings Miss Despite Revenue Beat on Cloud Growth

Bit Digital, Inc. BTBT reported a second-quarter 2026 loss of 6 cents per share, wider than the year-ago loss of 3 cents and missing the Zacks Consensus Estimate of a 5-cent loss. Rising costs affected the bottom line. Revenues rose 25.1% year over year …

AMD mentioned

Sharemaestro market context Trend signal active 52 weeks +172.3% · Next-week setup positive 60.5%

18:23 13 Aug 2026

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

Why Arm Holdings Stock Popped Today

Arm Holdings (NASDAQ: ARM) stock jumped 4% through 12:45 p.m. ET Thursday. You can thank the friendly bankers at Bank of America for that. In a note out this morning discussing the semiconductor market, BofA analyst Vivek Arya revised his forecast for growth in …

NVDA mentioned

Sharemaestro market context Trend signal active 52 weeks +24.3% · Next-week setup positive 60.2%

18:23 13 Aug 2026

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

CLS vs. ANET: Which AI Stock Offers the Better Growth Opportunity?

The rapid expansion of AI infrastructure has created a strong opportunity for the companies that supply computing and networking systems required to develop AI models. Arista Networks, Inc. ANET offers Ethernet switches, routing platforms and EOS software engineered for high bandwidth, low latency and …

AMD mentioned

Sharemaestro market context Trend signal active 52 weeks +172.3% · Next-week setup positive 60.5%

18:20 13 Aug 2026

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 +24.3% · Next-week setup positive 60.2%

18:17 13 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 +24.3% · Next-week setup positive 60.2%

18:12 13 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 +24.3% · Next-week setup positive 60.2%

18:10 13 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 +114.1% · Next-week setup positive 58.0%

18:10 13 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 +172.3% · Next-week setup positive 60.5%

18:09 13 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 +67.8%

18:09 13 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 +24.3% · Next-week setup positive 60.2%

18:08 13 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 +24.3% · Next-week setup positive 60.2%

18:06 13 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 +24.3% · Next-week setup positive 60.2%

18:03 13 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 +24.3% · Next-week setup positive 60.2%

18:02 13 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 +24.3% · Next-week setup positive 60.2%

18:00 13 Aug 2026

finance.yahoo.com Earnings Main company 🇺🇸 United States

Ideal Power advances AI Data center and EV programs in Q2 2026

Ideal Power CEO David Somo joined Steve Darling from Proactive to discuss the company's results for the second quarter ended June 30, 2026, highlighting continued progress in commercializing its B-TRAN® solid-state power technology across AI data centers, energy infrastructure, and electric vehicle applications. Somo …

IPWR main company NVDA mentioned

Sharemaestro market context Price above Trend Line 52 weeks -13.7% · Next-week setup negative 39.7%

17:59 13 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 +24.3% · Next-week setup positive 60.2%

17:56 13 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 Price above Trend Line 52 weeks -13.7% · Next-week setup negative 39.7%

17:55 13 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 +24.3% · Next-week setup positive 60.2%

17:53 13 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 +627.1% · Next-week setup positive 58.0%

17:51 13 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 +24.3% · Next-week setup positive 60.2%

17:51 13 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 +24.3% · Next-week setup positive 60.2%

17:50 13 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 +24.3% · Next-week setup positive 60.2%

17:48 13 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 +24.3% · Next-week setup positive 60.2%

17:47 13 Aug 2026

nasdaq.com Earnings Main company 🇺🇸 United States

Down 37% From Its Highs, Is Marvell Technology Stock a Buy on the Dip?

Key Points Management's long-term outlook for data center revenue makes the stock a compelling buy on the dip. AI networking needs are accelerating, and Marvell’s data center and optics forecasts are moving sharply higher. The stock's valuation is high, but rapid earnings growth and …

MRVL main company

Sharemaestro market context Trend signal active 52 weeks +187.6%