Sharemaestro Newsreel

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 …

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 …

"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 …

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 …

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 …

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. …

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

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, …

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 …

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. …

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 …

3 Reasons CHWY is Risky and 1 Stock to Buy Instead

3 Reasons CHWY is Risky and 1 Stock to Buy Instead Over the past six months, Chewy's shares (currently trading at $22.58) have posted a disappointing 12.9% loss, well below the S&P 500's 11.7% gain. This may have investors wondering how to approach the …

Can IBM's Together AI Cloud Deal Boost Its Growth Prospects?

International Business Machines Corporation IBM has entered into a multi-year, $240 million agreement with Together AI to support the growing demand for enterprise artificial intelligence (AI) inference. The partnership will enable IBM to expand its cloud infrastructure offerings for open-source AI workloads and strengthen …

AMD to Raise as Much as $5 Billion From Debt Offering

(Bloomberg) -- Advanced Micro Devices Inc. is planning to raise as much $5 billion in what could be the chipmaker's biggest-ever investment-grade bond sale, adding to a wave of debt tied to the artificial intelligence boom. Most Read from Bloomberg Walter Sells Lakers, Seeks …

IREN (IREN) Is Up 12.3% After Microsoft Accepts Horizon 1 AI Cloud Deployment - What's Changed

IREN Limited recently confirmed that Horizon 1, the first of four 50MW direct-to-chip liquid-cooled AI cloud deployments, has been delivered to and accepted by Microsoft under their five-year, US$9.70 billion cloud services contract. In parallel, IREN secured NVIDIA Exemplar Cloud status for its GB300 …

AIREV and Qualcomm to Advance Autonomous AI Across Enterprise and Government Environments

AIREV, the Abu Dhabi-based creator of the OnDemand autonomous AI platform, has partnered with Qualcomm Technologies Ltd. This collaboration will integrate AIREV's OnDemand platform with Qualcomm Dragonwing products, enabling enterprises and governments to deploy sovereign AI on-premise. The initiative aims to expand the reach …

Cerebras Stock Tanks After Earnings, But Wall Street Sees A Buying Opportunity

Nvidia’s new $500B plan is risky but brilliant, especially for aging GPUs

Nvidia announced this week that Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR were willing to commit up to $500 billion to build AI data centers. That eye-popping figure got a lot of the attention, but the bigger story is Nvidia's effort to create …

Things are looking up for AI infrastructure companies, for now

The AI build-out doesn't appear to be slowing anytime soon. At least that's what you can glean from a trio of earnings after the bell on Tuesday. CoreWeave (CRWV), Nebius (NBIS), and Supermicro (SMCI) each reported strong quarterly results, sending shares soaring on Wednesday …

Birkenstock Rallies on Forecast; StubHub Falls on Earnings | Stock Movers

On this episode of Stock Movers:- StubHub (STUB) shares are dropping after the company reported earnings per share for the second quarter that missed the average analyst estimate. - Birkenstock (BIRK) is rallying after the footwear maker boosted its adjusted Ebitda forecast for the …

Cerebras stock falls on earnings disappointment despite guidance raise

Cerebras Systems Inc (NASDAQ:CBRS) shares fell 11% Thursday after the AI chipmaker reported second-quarter revenue below Wall Street estimates, even as the company raised its full-year guidance. The company posted second-quarter revenue of $180.1 million, missing the $194 million analyst estimate, though up 74% …

91% of Upstart's Loans Were Fully Automated Last Quarter. No Bank Can Underwrite That Cheaply.

Upstart (NASDAQ: UPST) has had its share of ups and downs since the fintech went public in late 2020. The company, which uses artificial intelligence (AI) to process loan requests, is currently in a downward trend, with the stock price sliding about 31% year …

Noteworthy ETF Outflows: TQQQ, ADI, MRVL, GILD

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the ProShares UltraPro QQQ (Symbol: TQQQ) where we have detected an approximate $156.7 million dollar outflow -- that's a 0.4% decrease week over week (from …

Michael Burry Sounds the Alarm Again: AI Is a Circular Financing Web With Nvidia In the Middle

Quick Read Michael Burry flagged that $879 billion in hyperscaler commitments circle through Nvidia (NVDA), inflating reported revenue without multiplying actual customer demand. Five hyperscalers carry $1.65 trillion in off-balance-sheet debt, and Nvidia's CDS spread has doubled in two months as credit markets price …

POET Technologies Q2 Loss Narrows, Revenue Increases

POET Technologies (NASDAQ:POET) announced its Q2 2026 financial results, reporting a narrower loss of $0.16 per share, improving from a loss of $0.20 per share in the same quarter last year. The company's revenue increased to $0.09 million from $0.07 million year-over-year, although it …

TXN's $5.8B Shareholder Returns: Can FCF Support Bigger Payouts Ahead?

Texas Instruments (TXN) returned $5.8 billion to shareholders over the past year, supported by a significant increase in free cash flow (FCF) and operating profit. The company's FCF jumped to $6.5 billion from $1.8 billion, representing 33.6% of revenues, and it anticipates further improvements …

Remitly's Send Volume Is Growing Nearly Twice as Fast as Its Customer Count. That Gap Is the Whole Investment Case.

For nearly all businesses, more scale means wider profit margins and, therefore, profit growth that outpaces revenue growth. Credit the fact that at least some parts of any company's operating costs eventually plateau. And in some cases, even variable costs directly linked to manufacturing …

Should Investors Buy ADI Stock Despite its Premium Valuation?

Analog Devices ADI is trading at a forward price-to-sales multiple of 11.49x much above the broader sector's 8.6x. This overvaluation is further supported by a Zacks Value Score of D. ADI Forward 12-Month (P/S) Valuation ChartZacks Investment Research Image Source: Zacks Investment Research Shares …

Cerebras Systems (NASDAQ:CBRS) Shares Gap Down Following Weak Earnings

Nvidia bulls may have a small problem on their hands

If there is any reason to proceed with caution ahead of Nvidia's (NVDA) earnings on Aug. 26, it's that the market is positioned for the company to post great results and for CEO Jensen Huang to sound super bullish on the earnings call. This …

Here's Where the Fed May Take Interest Rates Under Chairman Kevin Warsh

Federal Reserve Chairman Kevin Warsh began leading the U.S.'s central bank in March, and since then, the Fed has kept interest rates unchanged at both of its meetings. This past meeting, however, presented the largest Fed dissent in a decade, with nine policymakers voting …

IREN Jumps 10% as Microsoft Accepts First AI Data Center Under $9.7 Billion Deal

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. IREN Ltd.(NASDAQ:IREN) shares jumped over 10% Thursday after Microsoft Corp.(NASDAQ:MSFT) formally approved Horizon 1, clearing the first of four AI data centers IREN is building under their …

Ideal Power signs foundry deal, advances B-TRAN customer projects in Q2

Ideal Power Inc. (NASDAQ:IPWR) is making significant strides in commercializing its B-TRAN semiconductor switch technology, including finalizing solid-state circuit breaker prototypes for a lead Asian customer for 800V AI data center and energy grid applications. The company also signed a long-term supply agreement with …

Ideal Power advances B-TRAN tech with new found...

Ideal Power Inc. made significant progress in Q2 with its B-TRAN semiconductor switch technology, securing a long-term supply deal with an Asian wafer foundry and advancing customer projects for Nvidia's data centers and Stellantis' EV applications. Despite a net loss, the company successfully raised …

Broadcom (AVGO) Stock Trades Near Fair Value But At A Premium On Earnings

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Broadcom stock has delivered a very large 5 year gain yet current checks suggest it is no longer obviously cheap, with a Discounted Cash Flow (DCF) estimate …

Silicon Labs: Medical Revenue Surges 78% To Record As IoT Design Wins Accelerate

Silicon Labs reported a record 78% year-over-year increase in Medical revenue for Q2, driven by accelerating IoT design wins and stronger demand across its portfolio. Total Q2 revenue rose 18% to $228 million, with significant growth in Industrial & Commercial and Home & Life …