United States Semiconductors news | Sharemaestro Newsreel

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%

17:45 13 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 above Trend Line 52 weeks +32.3%

17:43 13 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 +627.1% · Next-week setup positive 58.0%

17:42 13 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 13 weeks -18.9% · Next-week setup negative 44.9%

17:38 13 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 +313.9%

17:35 13 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 above Trend Line 52 weeks +8.6% · Next-week setup positive 55.7%

17:35 13 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 +24.3% · Next-week setup positive 60.2%

17:27 13 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 +24.3% · Next-week setup positive 60.2%

17:26 13 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 +24.3% · Next-week setup positive 60.2%

17:25 13 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 +24.3% · Next-week setup positive 60.2%

17:07 13 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 +70.5% · Next-week setup positive 57.5%

17:06 13 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 +627.1% · Next-week setup positive 58.0%

17:00 13 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 +24.3% · Next-week setup positive 60.2%

17:00 13 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 +24.3% · Next-week setup positive 60.2%

16:49 13 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 above Trend Line 52 weeks +32.3%

16:46 13 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 13 weeks -18.9% · Next-week setup negative 44.9%

16:45 13 Aug 2026

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

Why Intuitive Machines Stock Dropped Today

Space stock Intuitive Machines (NASDAQ: LUNR) tumbled 3% through 11:05 a.m. ET Thursday morning -- but it could have been worse. After reporting a big earnings miss for Q2 this morning, shares were at one point down as much as 16%! So what went …

NVDA mentioned

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

16:43 13 Aug 2026

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

Just Keep Following The Money Following CoreWeave’s Spike

Quick Read CoreWeave's $104 billion contracted backlog, with $25 billion in fresh Q3 commitments, gives the company multi-year revenue visibility few high-growth rivals can match. CRWV trades 28% below analyst targets, but NVDA supplier concentration and a debt-to-equity of 8.94 make leverage the defining …

NVDA mentioned

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

16:42 13 Aug 2026

finance.yahoo.com Macro sensitivity Main company 🇺🇸 United States

Wall Street Is Treating Nvidia GPUs Like Forever Cash-Flow Machines. Here’s What Shatters That Illusion

Quick Read Nvidia's A100 GPUs launched in 2020 still command meaningful rental rates in 2026, pushing CoreWeave's contracted customer demand above $129 billion. Nvidia is mobilizing over $500 billion in third-party capital and backing residual values up to 25%, with CME compute futures set …

NVDA main company AMD mentioned

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

16:42 13 Aug 2026

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

Nvidia, IBD Stock Of The Day, Nears Buy Point Ahead Of Fiscal Q2 Earnings Report

Nvidia is the IBD Stock Of The Day as the artificial intelligence chipmaker bounces back from a recent swoon. Continue Reading

NVDA main company

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

16:41 13 Aug 2026

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

Jim Cramer Says Nvidia GPUs Are ‘More Like Fine Jewelry’ Than Cars. Here Is Why That Matters for NVDA Investors.

Quick Read Jim Cramer argues NVDA GPUs hold value like fine jewelry, backed by 75% gross margins and $81.6B in Q1 FY2027 revenue. Nvidia's CUDA software moat anchors a $500B AI financing stack by ensuring installed GPUs retain collateral value years after newer chips …

NVDA main company

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

16:41 13 Aug 2026

AlphaStreet Earnings Main company 🇺🇸 United States

MaxLinear (MXL) Jumps 5.3% to $78.30

MaxLinear (NASDAQ:MXL) saw its shares jump 5.3% to $78.30 after being highlighted in a SeekingAlpha article as a top stock for balancing stability and growth, particularly for its dividend-paying option. This recognition has attracted new investors seeking both income and capital appreciation in a …

MXL main company

Sharemaestro market context Trend signal active 52 weeks +390.4%

16:40 13 Aug 2026

AlphaStreet Analyst action Main company 🇺🇸 United States

Allegro MicroSystems Jumps 6.9% After Benchmark Initiates at Buy

Allegro MicroSystems (NASDAQ:ALGM) stock jumped 6.9% after Benchmark initiated coverage with a Buy rating and a $60 price target. The bullish endorsement led to active trading, with 567,985 shares changing hands. Investors will be watching for further analyst actions and company-specific news to see …

ALGM main company

Sharemaestro market context Trend signal active 52 weeks +42.6% · Next-week setup negative 36.2%

16:38 13 Aug 2026

Barron's Market update Main company 🇺🇸 United States

Micron Stock Keeps Rallying. Watch Out for This New Memory-Chip Rival.

Micron stock continued its rally for a third day, but investors are now turning their attention to a rapidly expanding Chinese memory-chip rival preparing for its initial public offering. This new competitor could pose a significant challenge to Micron in the memory-chip market.

MU main company SKHY mentioned

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

16:38 13 Aug 2026

The Globe and Mail Earnings Main company 🇺🇸 United States

Can Micron's AI Memory Focus Help It Outpace SK Hynix and Sandisk?

Micron Technology is intensifying its focus on AI memory, particularly high-bandwidth memory (HBM) and DRAM, which is driving significant financial growth. Despite strong competition from SK Hynix in HBM and Sandisk in NAND, Micron's broad exposure to both memory and storage, coupled with rapid …

MU main company SKHY main company

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

16:38 13 Aug 2026

BigGo Finance Market update Main company 🇺🇸 United States

Qualcomm Snapdragon C Full Specs Revealed: 32-bit Memory Interface Emerges as Key Trade-off for Entry-Level Laptops

Qualcomm has released the full specifications for its entry-level Snapdragon C PC platform, built on a 6nm process and featuring an 8-core Kryo CPU and Adreno A643 GPU. A key trade-off for its targeted $300 price point is a 32-bit single-channel memory interface, capping …

QCOM main company

Sharemaestro market context Price above Trend Line 52 weeks +8.6% · Next-week setup positive 55.7%

16:38 13 Aug 2026

TradingView Earnings Provider-linked mention 🇺🇸 United States

Keysight to Report Q3 Earnings: Can Healthy Revenues Drive Growth?

Keysight Technologies (KEYS) is expected to announce its Q3 fiscal 2026 results on August 18, with analysts anticipating a rise in revenue and adjusted earnings per share. The company's growth is attributed to strong demand for its electronic design and test solutions, including new …

NVDA mentioned

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

16:33 13 Aug 2026

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

"Big Short" Steve Eisman says China’s AI models are "Achilles’ heel" of AI trade

Investing.com -- Steve Eisman said the artificial intelligence boom depends largely on the success of just two companies: OpenAI and Anthropic. The investor, known for betting against the housing market before the global financial crisis, said Tuesday on CNBC's "Fast Money" that the two …

NVDA mentioned

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

16:33 13 Aug 2026

seekingalpha.com Market update Main company 🇺🇸 United States

SK hynix's South Korean workers unveil new unified union amid stalled wage talks

[SK Hynix corporate headquarters in Silicon Valley] Sundry Photography SK hynix's (SKHY [https://seekingalpha.com/symbol/SKHY]) (HXSCL [https://seekingalpha.com/symbol/HXSCL]) workers launched a new labor union in South Korea, looking to bring together employees across different job categories and locations. The launch comes amid the South Korean memory chipmaker …

SKHY main company

Sharemaestro market context Stored weekly price path 5 weeks -17.9% · Next-week setup negative 39.2%

16:32 13 Aug 2026

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

Cerebras Systems Poised to See More Upside From Capacity, AI Demand, Morgan Stanley Says

Cerebras Systems (CBRS) is poised to see further growth as it adds data center capacity, expands new inference products with AMD (AMD) and Amazon (AMZN) Web Services, as well as gains more hyperscaler business, Morgan Stanley said in a note Thursday.The company expects core …

CBRS main company AMD mentioned

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

16:30 13 Aug 2026

finance.yahoo.com Regulatory and legal Main company 🇺🇸 United States

Why Nvidia May Stand in the Way of Wall Street's Plans to Turn AI Compute Into a Commodity

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. CME Group Inc. (NASDAQ:CME) said Tuesday it will launch AI compute futures on Oct. 5, pending regulatory review, with contracts tracking monthly rental prices for NVIDIA Corp. …

NVDA main company

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

16:27 13 Aug 2026

finance.yahoo.com Market update Main company 🇺🇸 United States

Déjà Vu. Why Intel Is Eyeing a Return to Memory.

Intel’s CEO said this week that the chip maker may return to the memory market, potentially making it a challenger to Micron and SK Hynix. Continue Reading

INTC main company MU mentioned SKHY mentioned

Sharemaestro market context Trend signal active 52 weeks +313.9%

16:25 13 Aug 2026

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

Sam Altman Told the White House He Supports Slowing AI Development. Here's Why That Matters for AI Stocks.

In late July, Sam Altman went to Washington, D.C., to brief lawmakers on OpenAI's next-frontier model after one of its systems autonomously hacked another artificial intelligence (AI) platform, Hugging Face, and then pivoted to attack a customer's cloud account. Coming out of those meetings, …

NVDA mentioned

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

16:24 13 Aug 2026

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

Why Sandisk Stock Popped Again Today

Sandisk (NASDAQ: SNDK) stock is heading into its fourth straight day of gains Thursday -- up 6.2% through 10:50 a.m. ET -- and has Evercore ISI to thank for it. In a note this morning, Evercore analyst Amit Daryanani reiterated his outperform rating and …

NVDA mentioned

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

16:21 13 Aug 2026

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

IREN Rallies 6% as Microsoft Signs Off on Horizon 1, NVIDIA Grants Exemplar Cloud Status

Quick Read IREN surged 6% after Microsoft formally accepted Horizon 1, triggering monthly invoicing under a five-year, $9.7 billion cloud services agreement. NVIDIA's Exemplar Cloud designation validates Horizon 1's AI performance, potentially helping IREN attract hyperscalers beyond Microsoft for its 480MW 2026 capacity target. …

NVDA mentioned

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

16:19 13 Aug 2026

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

Applied Materials Stock Nearly Tripled On Orders It Cannot Ship Fast Enough

Image from Pixabay The stock is priced on a multi-year fab build-out whose pace is set by supply chains rather than by demand. Applied Materials (AMAT) stock has nearly tripled over the past year, returning 193% while the S&P 500 gained 21%. Revenue over …

TXN mentioned MCHP mentioned PXLW mentioned

Sharemaestro market context Trend signal active 52 weeks +50.1%