{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: United States Semiconductors news", "home_page_url": "https://sharemaestro.com/newsreel/us/technology/semiconductors/", "feed_url": "https://sharemaestro.com/newsreel/us/technology/semiconductors/feed.json", "description": "Latest Semiconductors company headlines from United States, newest first, with source links and direct routes to company research and sentiment.", "language": "en", "items": [{"id": "source:bbd4154bef3272497c0f4d109bad05d8238915769a5b652f2c274c76c5f2009f", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-stock-holds-flat-500-191201034.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-stock-holds-flat-500-191201034.html", "title": "NVIDIA Stock Holds Flat as $500 Billion AI Plan Takes Shape", "content_text": "This article first appeared on GuruFocus. NVIDIA (NASDAQ:NVDA), the undisputed heavyweight of the AI chip boom, announced a financing offensive that could mobilize more than $500 billion for AI infrastructure. Apollo (NYSE:APO), BlackRock, Blackstone (NYSE:BX), Brookfield, Goldman Sachs (NYSE:GS) and KKR (NYSE:KKR) are all in the mix. The idea is simple but enormous: bring deep-pocketed Wall Street capital directly into the AI buildout and give qualifying NVIDIA customers more firepower to buy the GPUs, networking gear, power infrastructure and data centers needed to compete. NVIDIA shares bar", "date_published": "2026-08-14T19:12:01+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "NVDA"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/da9ca771-fbb4-4dae-af9f-35f0c094309f/"}]}}, {"id": "source:1f87f738b82710e5593ff1ca5333dad76a2b1d34e22e5c691816155e06bcf63a", "url": "https://news.google.com/rss/articles/CBMiuwFBVV95cUxQaUJ0YzdJUlVqc3UzdUVQZkdLdzFaWXZ6SEV3cVFPQnFwTWd4T1EwOVdLdjBSNElsY0FsVWhYaHJFeHdDWGduUjRfMHRCN2xFUldORW9ZbUg5WmQ4eEEzTTU2T1Iwc0JFS3Z0Rjl0SjRDbVBsUHh4WXlhQ0pFYmJYRmxMeFVjM0oyQkRpQlRvOUswNGdyck5wWVlaZWQtbEJSY1poVmFUVzVDZHUtRVNaQlloR1VJVnl2NUo0?oc=5", "external_url": "https://news.google.com/rss/articles/CBMiuwFBVV95cUxQaUJ0YzdJUlVqc3UzdUVQZkdLdzFaWXZ6SEV3cVFPQnFwTWd4T1EwOVdLdjBSNElsY0FsVWhYaHJFeHdDWGduUjRfMHRCN2xFUldORW9ZbUg5WmQ4eEEzTTU2T1Iwc0JFS3Z0Rjl0SjRDbVBsUHh4WXlhQ0pFYmJYRmxMeFVjM0oyQkRpQlRvOUswNGdyck5wWVlaZWQtbEJSY1poVmFUVzVDZHUtRVNaQlloR1VJVnl2NUo0?oc=5", "title": "Why Is Micron Technology Stock Still Undervalued? Memory Chip Price Hikes, HBM Demand and Cyclical Risks", "content_text": "Why Is Micron Technology Stock Still Undervalued? Memory Chip Price Hikes, HBM Demand and Cyclical Risks", "date_published": "2026-08-14T19:05:51+00:00", "authors": [{"name": "TradingKey"}], "tags": ["Macro sensitivity", "MU"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MU", "name": "Micron Technology Inc", "sentiment_url": "https://sharemaestro.com/sentiment/0d58b711-2203-4ce9-8434-052fdbec9de7/"}]}}, {"id": "source:49d54f46c79760e65ffd632f4b7364e4280283a4854c7bb419bf2890db0d6408", "url": "https://finance.yahoo.com/markets/stocks/articles/nvidias-next-earnings-could-shock-185110303.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/nvidias-next-earnings-could-shock-185110303.html", "title": "Nvidia's Next Earnings Could Shock Wall Street: UBS Sees Billions Above Guidance", "content_text": "This article first appeared on GuruFocus. UBS expects Nvidia (NASDAQ:NVDA) to top its fiscal second-quarter revenue outlook by several billion dollars, while retaining a Buy rating and $280 price target ahead of the results. The firm projects revenue of $94 billion to $95 billion for the July quarter, above Nvidia's current $91 billion forecast. UBS also expects the company to guide for about $107 billion to $108 billion in October-quarter revenue. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our free DCF calculator. Analysts said Blac", "date_published": "2026-08-14T18:51:10+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDA"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/da9ca771-fbb4-4dae-af9f-35f0c094309f/"}]}}, {"id": "source:3a6afaed27a7e6441e0db0ddf8593f97ef3935fa232cb5feab7d4738fb899f6f", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-poised-strong-quarterly-results-180639120.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-poised-strong-quarterly-results-180639120.html", "title": "Nvidia Poised for Strong Quarterly Results, Outlook, UBS Says", "content_text": "Nvidia (NVDA) is likely to post strong fiscal second-quarter results and issue an upbeat sales outlo 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 a subscription? Sign in", "date_published": "2026-08-14T18:06:39+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDA"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/da9ca771-fbb4-4dae-af9f-35f0c094309f/"}]}}, {"id": "source:23339c25b39e498fab0a3faadde4cb059370a3495bf0b717512596f755daddd8", "url": "https://finance.yahoo.com/markets/stocks/articles/renaissance-nearly-triples-nvidia-stake-172532360.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/renaissance-nearly-triples-nvidia-stake-172532360.html", "title": "Renaissance Nearly Triples Nvidia Stake, Slashes Micron", "content_text": "This article first appeared on GuruFocus. The biggest bet Renaissance Technologies (Trades, Portfolio) made on a top AI chipmaker was Nvidia Corp. (NVDA, Financials) in the second quarter.The quant fund added 4.56 million Nvidia shares to its stake, for a total of 7.09 million Nvidia shares valued around $1.42 billion.In the meantime, Renaissance significantly trimmed its stake in Micron. The fund lowered its position to 211,600 shares from 2.16 million. It also sold all of AppLovin and almost completely quit Sandisk.Renaissance also had a new position in CrowdStrike valued at about $572 milli", "date_published": "2026-08-14T17:25:32+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDA"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/da9ca771-fbb4-4dae-af9f-35f0c094309f/"}]}}, {"id": "source:6832e6a796760dc449063b7ff147f455755ae6b12948a31b4b01f2fecbfe5cbf", "url": "https://finance.yahoo.com/markets/stocks/articles/nvidia-nancy-pelosi-cathie-wood-172328340.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/nvidia-nancy-pelosi-cathie-wood-172328340.html", "title": "Nvidia, Nancy Pelosi, Cathie Wood Strike Gold With Databricks' $190 Billion Valuation", "content_text": "Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Private software giant Databricks is now worth $190 billion thanks to a new funding round. The valuation jump is good news for early backers of the Snowflake (NYSE:SNOW) competitor, which includes Nancy Pelosi, NVIDIA Corporation (NASDAQ:NVDA) and Cathie Wood. Early Databricks Backers Up Big Former Speaker of the House Nancy Pelosi (D-Calif.) disclosed a holding in Databricks via Forge Investments on March 4, 2024. The investment, made by her husband and venture capitalist Paul Pelosi, was list", "date_published": "2026-08-14T17:23:28+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "NVDA"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/da9ca771-fbb4-4dae-af9f-35f0c094309f/"}]}}, {"id": "source:7239d9496ab086da1fa9c732bb884e9cac0d4a0da7cec179a6c0d5bab70eaf01", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-500-billion-plan-envelops-164209178.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-500-billion-plan-envelops-164209178.html", "title": "Nvidia\u2019s $500 Billion Plan Envelops Wall Street in Its AI Frenzy", "content_text": "(Bloomberg) -- Goldman Sachs Group Inc., Blackstone Inc. and Apollo Global Management Inc. had been working tirelessly for months to draw up debt deals that would help developers of artificial intelligence systems pay for chips from Nvidia Corp. Most Read from Bloomberg Selena Gomez Accused of Fraud by Mental-Health Startup Investors US Readies Unprecedented 'Economic Isolation' Plan for Iran Costliest US Bond Sale Since 2001 Is Investor Warning to Bessent Walter Sells Lakers, Seeks More Cash to Pay Loans Amid DOJ Probe OpenAI's Annualized Revenue Tops $40 Billion Ahead of IPO With slow progre", "date_published": "2026-08-14T16:42:09+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "NVDA"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/da9ca771-fbb4-4dae-af9f-35f0c094309f/"}]}}, {"id": "source:ebfd7feca1095d1cf2f86e23c0c7016d8f8627abc82afb3253166d6d4432feaa", "url": "https://finance.yahoo.com/m/37c163ca-5fc2-3bb9-b50b-04a093acaf94/nvidia-stock-rises-as-it-bets.html", "external_url": "https://finance.yahoo.com/m/37c163ca-5fc2-3bb9-b50b-04a093acaf94/nvidia-stock-rises-as-it-bets.html", "title": "Nvidia Stock Rises as It Bets on Robots", "content_text": "Nvidia stock has been on a good run recently, and its push into robotics could help it keep going. The chip maker has signed a memorandum of understanding with South Korea\u2019s LG Group to develop a humanoid robot. Nvidia shares were up 0.1% at $225.62 on Friday. Continue Reading", "date_published": "2026-08-14T16:30:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "NVDA"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/da9ca771-fbb4-4dae-af9f-35f0c094309f/"}]}}, {"id": "source:68e47fe518779e6d73db9dc3a49aea19c2844184f0769c3d9c6a32239fb1c8c4", "url": "https://finance.yahoo.com/markets/stocks/articles/intel-stock-focus-23-billion-161053832.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/intel-stock-focus-23-billion-161053832.html", "title": "Veteran Bank Gives Intel Foundry a Major Vote of Confidence", "content_text": "This article first appeared on GuruFocus. Intel (NASDAQ:INTC) could be showing signs of progress in its contract-chipmaking business through its recently expanded stock offering, according to GF Securities analyst Jeff Pu in a Friday note to clients. The company raised $20 billion through the share sale after initially targeting $15 billion, with an additional underwriting option potentially taking gross proceeds to $23 billion. The financing comes as Intel increases spending on manufacturing capacity and advanced chip technologies. Warning! GuruFocus has detected 6 Warning Signs with INTC. Is", "date_published": "2026-08-14T16:10:53+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Capital return", "INTC"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "INTC", "name": "Intel Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/8dac66b4-90fa-4f4a-92dd-c35dc2513299/"}]}}, {"id": "source:f7db9599e86cd6c51cb82c6d2af80d9350674eb6700b374fcd4d37adcfefd612", "url": "https://news.google.com/rss/articles/CBMilAFBVV95cUxNZ2NWVE92UjRRS2JyYjZoeGswR0lzTXdhVWRneU5hNXNwWk1xemg3T29Ja3JfTU51UjZlTWlKU3g2QTBJcmVHZVBLQ2lLV0dIc1Rkc0p2MVBTbEZnQ2JGZzVtTWNzVjNuWFBXNVVsZ3ZtSGNhNTVJbC1HOTY4NGRFbXNVRE9Zc1o1eWg1ZUI5OGRKYlVo?oc=5", "external_url": "https://news.google.com/rss/articles/CBMilAFBVV95cUxNZ2NWVE92UjRRS2JyYjZoeGswR0lzTXdhVWRneU5hNXNwWk1xemg3T29Ja3JfTU51UjZlTWlKU3g2QTBJcmVHZVBLQ2lLV0dIc1Rkc0p2MVBTbEZnQ2JGZzVtTWNzVjNuWFBXNVVsZ3ZtSGNhNTVJbC1HOTY4NGRFbXNVRE9Zc1o1eWg1ZUI5OGRKYlVo?oc=5", "title": "Cerebras Drops 12% Post Q2 Earnings: Buy the Stock on the Dip?", "content_text": "Cerebras Drops 12% Post Q2 Earnings: Buy the Stock on the Dip?", "date_published": "2026-08-14T15:19:00+00:00", "authors": [{"name": "Market source"}], "tags": ["Earnings", "CBRS"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "CBRS", "name": "Cerebras Systems Inc. Class A Common Stock", "sentiment_url": "https://sharemaestro.com/sentiment/a09c6631-ed1a-4ef1-87d7-ddb588fcb376/"}]}}, {"id": "source:1d8c0d0480b4de03fd5e81d663fe03a2b395fe548b68397ba9444ea5e10fc789", "url": "https://www.reuters.com/legal/litigation/judge-dismisses-lawsuit-claiming-micron-spread-false-claims-hurt-chinese-chip-2026-08-14", "external_url": "https://www.reuters.com/legal/litigation/judge-dismisses-lawsuit-claiming-micron-spread-false-claims-hurt-chinese-chip-2026-08-14", "title": "Judge dismisses lawsuit claiming Micron spread false claims to hurt Chinese chip rival YMTC", "content_text": "A U.S. District Judge dismissed a lawsuit filed by China's Yangtze Memory Technologies (YMTC) against Micron Technology and DCI Group. YMTC had alleged that Micron and DCI spread false claims about its chips posing a national security threat. The judge ruled that the statements in question constituted political speech, not commercial speech, which is a requirement under the Lanham Act.", "date_published": "2026-08-14T15:10:52+00:00", "authors": [{"name": "Reuters"}], "tags": ["Regulatory and legal", "MU"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MU", "name": "Micron Technology Inc", "sentiment_url": "https://sharemaestro.com/sentiment/0d58b711-2203-4ce9-8434-052fdbec9de7/"}]}}, {"id": "source:63f8ad44c1b6e99406f8074d2ca109e81784397d1ad39b27d00c4c1a6d285dd3", "url": "https://news.google.com/rss/articles/CBMixAFBVV95cUxPXzhCWVRRZTFlOFZ6VDNvYUpZbzhKd0hnb0xwTXpDN3o5bXB6R0NuQ090eGN3c2puOVQ2WWMxVjNzSkpTTElwcTZRUjN0X3dhamVCcU1HcjR6MTFJOVEzVHhvZlhQQjdJNHYxYWZWbEZTNHVPLUo2STY3REJmT1ZVZzVISVIyNjhrN3pzM1VsVVhXZER2Z3JDeEdIX3BzLW5OOUpEX1NvUUJTUWpTTkZNcHhpUlo2a09vQXdRUkV6cEtJNFFa?oc=5", "external_url": "https://news.google.com/rss/articles/CBMixAFBVV95cUxPXzhCWVRRZTFlOFZ6VDNvYUpZbzhKd0hnb0xwTXpDN3o5bXB6R0NuQ090eGN3c2puOVQ2WWMxVjNzSkpTTElwcTZRUjN0X3dhamVCcU1HcjR6MTFJOVEzVHhvZlhQQjdJNHYxYWZWbEZTNHVPLUo2STY3REJmT1ZVZzVISVIyNjhrN3pzM1VsVVhXZER2Z3JDeEdIX3BzLW5OOUpEX1NvUUJTUWpTTkZNcHhpUlo2a09vQXdRUkV6cEtJNFFa?oc=5", "title": "Cerebras Stock Sinks 12% on Q2 Revenue Miss. How to Play CBRS Stock After the Plunge.", "content_text": "Cerebras Stock Sinks 12% on Q2 Revenue Miss. How to Play CBRS Stock After the Plunge.", "date_published": "2026-08-14T15:04:21+00:00", "authors": [{"name": "Barchart.com"}], "tags": ["Earnings", "CBRS"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "CBRS", "name": "Cerebras Systems Inc. Class A Common Stock", "sentiment_url": "https://sharemaestro.com/sentiment/a09c6631-ed1a-4ef1-87d7-ddb588fcb376/"}]}}, {"id": "source:626f668eed0b838fd33d8d6a61df2943e26e17d68ac94adb5ce47fd1ff00ab2e", "url": "https://finance.yahoo.com/markets/stocks/articles/micron-sandisk-better-poised-upside-145753354.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/micron-sandisk-better-poised-upside-145753354.html", "title": "Is Micron or Sandisk Better Poised For Upside Through The End of September?", "content_text": "Quick Read Micron (MU) leads on HBM AI demand with 84.9% gross margins, while Sandisk (SNDK) jumped 21% after NAND pricing drove 103% sequential data center growth. CEO Sanjay Mehrotra locked in floor gross margins well beyond prior cycle peaks through ~$100B in contracted revenue across 16 Strategic Customer Agreements. Micron's late-September fiscal Q4 report, backed by an 8-quarter beat streak and a 6x forward P/E, makes it the higher-conviction hold as hyperscaler CapEx rises. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Micron Technology didn't make", "date_published": "2026-08-14T14:57:53+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MU"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MU", "name": "Micron Technology Inc", "sentiment_url": "https://sharemaestro.com/sentiment/0d58b711-2203-4ce9-8434-052fdbec9de7/"}]}}, {"id": "source:eb0b24ea93072e203991f4479b991938cabf5dd11d9b745474d635392bd06d46", "url": "https://247wallst.com/investing/2026/08/14/michael-burry-ramped-up-his-bets-against-micron-and-the-qqq-etf-is-the-big-short-investor-asking-for-trouble", "external_url": "https://247wallst.com/investing/2026/08/14/michael-burry-ramped-up-his-bets-against-micron-and-the-qqq-etf-is-the-big-short-investor-asking-for-trouble", "title": "Michael Burry Ramped Up His Bets Against Micron and the QQQ ETF. Is the 'Big Short' Investor Asking for Trouble?", "content_text": "Michael Burry, known from \"The Big Short,\" has increased his bearish bets against Micron Technology (MU) and the Invesco QQQ Trust (QQQ) despite previous losses. He rolled his QQQ puts to June 2027 and maintained short positions in NVIDIA and Palantir, while covering shorts on Tesla and Applied Materials. Burry's strategy, which includes raising cash to 12% of his portfolio, anticipates a larger market downturn, even as Micron's stock continues to soar amid strong AI memory demand.", "date_published": "2026-08-14T14:40:20+00:00", "authors": [{"name": "24/7 Wall St."}], "tags": ["Earnings", "MU"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MU", "name": "Micron Technology Inc", "sentiment_url": "https://sharemaestro.com/sentiment/0d58b711-2203-4ce9-8434-052fdbec9de7/"}]}}, {"id": "source:d65156b9f139d6dee4312d0ac304c70e6eb09b36f1799bba25de3e4037632c2f", "url": "https://www.tradingkey.com/news/market-movers/262108457-market-movers-amd-20260814", "external_url": "https://www.tradingkey.com/news/market-movers/262108457-market-movers-amd-20260814", "title": "Advanced Micro Devices Inc Stock (AMD) Moved Up by 3.04% on Aug 14: Key Drivers Unveiled", "content_text": "Advanced Micro Devices Inc (AMD) stock rose 3.04% on August 14, driven by a successful multibillion-dollar corporate bond issuance aimed at funding AI infrastructure and management's optimistic outlook for accelerated server revenues from EPYC processors and AI accelerators. Despite some intraday volatility and competitive concerns, strong market demand for its debt and favorable macroeconomic conditions supported the stock's upward movement. The company reported annual revenues of $34.64 billion and a net profit of $4.33 billion, with analysts maintaining an average price target of $599.88.", "date_published": "2026-08-14T14:15:00+00:00", "authors": [{"name": "TradingKey"}], "tags": ["Earnings", "AMD"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMD", "name": "Advanced Micro Devices Inc", "sentiment_url": "https://sharemaestro.com/sentiment/7af5c805-aa1f-4b03-9149-21f51b4e710a/"}]}}, {"id": "source:e0e358076ae76786918248ddcbd37984ecb5ae3932944fb85fa79bfdbfd4f4a4", "url": "https://finance.yahoo.com/markets/stocks/articles/intel-stocks-real-opportunity-demand-141030004.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/intel-stocks-real-opportunity-demand-141030004.html", "title": "Intel Stock's Real Opportunity Is Demand It Cannot Yet Ship", "content_text": "Photo by Andrey Matveev on Unsplash Demand for Intel's server chips is running ahead of what its factories can build, and the capital now going in to close that gap is what could drive the stock's next leg. Intel (INTC) stock has returned about 380% over the trailing twelve months and still sits 26% below its 52-week high. It has run more than 30% inside two months nine times since 2011, so the question is not whether it can move but what would move it. The answer is duller than a new product: demand its factories cannot meet and the capital going in to meet it. The Revenue Ceiling Sits In The", "date_published": "2026-08-14T14:10:30+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "INTC"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "INTC", "name": "Intel Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/8dac66b4-90fa-4f4a-92dd-c35dc2513299/"}]}}, {"id": "source:577ad5565ceb3d37085b180dd43889fdc8959304b3f34e56d9bc27a24a1d1c2b", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-nvda-keep-dominating-ai-140727128.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-nvda-keep-dominating-ai-140727128.html", "title": "Can NVIDIA (NVDA) Keep Dominating the AI Infrastructure Boom?", "content_text": "Polen Capital Management Llc released its \"Polen Focus Growth Strategy\" Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index's 16.74% gain, as the market rally remained narrowly focused on AI infrastructure and semiconductor stocks. During the quarter, Polen Capital repositioned the portfolio toward companies benefiting from structural growth in AI infrastructure, power demand, and aerospace. Looking ahead, the managers remain confident in ", "date_published": "2026-08-14T14:07:27+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDA"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/da9ca771-fbb4-4dae-af9f-35f0c094309f/"}]}}, {"id": "source:a0c19737f2b9616889e301effde7126140714db44eff4197ea2d672faf1df231", "url": "https://finance.yahoo.com/technology/ai/articles/taiwan-semiconductor-tsm-remains-center-140337973.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/taiwan-semiconductor-tsm-remains-center-140337973.html", "title": "Taiwan Semiconductor (TSM) Remains at the Center of the AI Boom", "content_text": "Polen Capital Management Llc released its \"Polen Focus Growth Strategy\" Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index's 16.74% gain, as the market rally remained narrowly focused on AI infrastructure and semiconductor stocks. During the quarter, Polen Capital repositioned the portfolio toward companies benefiting from structural growth in AI infrastructure, power demand, and aerospace. Looking ahead, the managers remain confident in ", "date_published": "2026-08-14T14:03:37+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "TSM"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "TSM", "name": "Taiwan Semiconductor Manufacturing", "sentiment_url": "https://sharemaestro.com/sentiment/0fc5b547-236b-495a-a86d-e260fa76bda2/"}]}}, {"id": "source:d13fd0c655e82bbfe5bc170629f086e6b2290b9eb7df14dac65fe074ca1cb30b", "url": "https://finance.yahoo.com/markets/stocks/articles/micron-street-upgrades-buy-says-135227725.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/micron-street-upgrades-buy-says-135227725.html", "title": "Micron: New Street upgrades to buy, says memory is no longer a cyclical story", "content_text": "Investing.com -- In a note on Friday, New Street Research upgraded Micron Technology to buy with a $1,250 price target, arguing the memory maker's current run breaks from the industry's historical boom-and-bust pattern. The firm noted that \"Micron's stock is up more than 10x since its lows of April 2025, while its production value, measured by COGS, is up only ~25% since,\" adding that \"What is happening today breaks from the industry cycles we have witnessed in recent decades.\" The upgrade follows a research series New Street began in July examining whether the memory cycle is structurally dif", "date_published": "2026-08-14T13:52:27+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "MU"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MU", "name": "Micron Technology Inc", "sentiment_url": "https://sharemaestro.com/sentiment/0d58b711-2203-4ce9-8434-052fdbec9de7/"}]}}, {"id": "source:b400e554aad4a8e8307f26a6f93728f6a1b83a74a74cb0f52872d475782de80b", "url": "https://www.tradingview.com/news/zacks:354cd8f4a094b:0-can-strong-leap-demand-help-ase-technology-challenge-amkr-intc", "external_url": "https://www.tradingview.com/news/zacks:354cd8f4a094b:0-can-strong-leap-demand-help-ase-technology-challenge-amkr-intc", "title": "Can Strong LEAP Demand Help ASE Technology Challenge AMKR & INTC?", "content_text": "ASE Technology Holding (ASX) is experiencing robust demand for its leading-edge advanced packaging and testing (LEAP) services, driven by the expansion of AI infrastructure. The company has revised its 2026 LEAP revenue expectations upwards and plans to double these revenues in 2027, indicating strong growth and margin improvement. This momentum positions ASX to compete effectively with industry players like Amkor Technology (AMKR) and Intel (INTC), who are also investing heavily in advanced packaging.", "date_published": "2026-08-14T13:42:37+00:00", "authors": [{"name": "TradingView"}], "tags": ["Earnings", "INTC"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "INTC", "name": "Intel Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/8dac66b4-90fa-4f4a-92dd-c35dc2513299/"}]}}, {"id": "source:33eb53e6d38b7289d4e31419bd395b91eaa1ca9540c3fcbf2df19510d3fd1846", "url": "https://news.google.com/rss/articles/CBMiyAFBVV95cUxPdzVHSWZpby1oS0dtOFNuR29NWU9hOE5odWJzbnp2bmZRajR1SkJPWXMtZnA2dGs0V19CLTh4TWJyU2lCMlNXMUN2NnhZeEpjWEJpeHRBdTFUNnJucE81Rk4wbHpOQTVDWWliVTIyUUVWbnR2bUVnSWo1aS1UNldKdERyVXNLTEhkNEpwVHhsVFVTWW5PNWFmYlVIVHBjM3RQZTdzams5andEeWtjNXd6SWtYbmZfZTM5WW1tb1pTUEtDZjJxZ1E4VQ?oc=5", "external_url": "https://news.google.com/rss/articles/CBMiyAFBVV95cUxPdzVHSWZpby1oS0dtOFNuR29NWU9hOE5odWJzbnp2bmZRajR1SkJPWXMtZnA2dGs0V19CLTh4TWJyU2lCMlNXMUN2NnhZeEpjWEJpeHRBdTFUNnJucE81Rk4wbHpOQTVDWWliVTIyUUVWbnR2bUVnSWo1aS1UNldKdERyVXNLTEhkNEpwVHhsVFVTWW5PNWFmYlVIVHBjM3RQZTdzams5andEeWtjNXd6SWtYbmZfZTM5WW1tb1pTUEtDZjJxZ1E4VQ?oc=5", "title": "Analysts Keep Hiking Micron's Revenue and Price Forecasts - Shorting MU Puts Works Here", "content_text": "Analysts Keep Hiking Micron's Revenue and Price Forecasts - Shorting MU Puts Works Here", "date_published": "2026-08-14T13:30:02+00:00", "authors": [{"name": "Barchart.com"}], "tags": ["Earnings", "MU"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MU", "name": "Micron Technology Inc", "sentiment_url": "https://sharemaestro.com/sentiment/0d58b711-2203-4ce9-8434-052fdbec9de7/"}]}}, {"id": "source:6b01b0023638a868b969aa94b9ddf930e0df1d476a7ee7a5dc62f8f09ffad214", "url": "https://news.google.com/rss/articles/CBMiwwFBVV95cUxOcXVyM0FsSHA3bElNTEFGSjZtajgyeU1UQ1BlSjc3aE1Wd3g3RXdzZVo1Y2dvU2FMWDkwRGlVV2xxdWs3MDQ5eVFZT3VDaklzVDNiRm5saGwwYTJyU0psWkl0YUFKQ2ZjUVQ1N0dTTWY5TlZyanVYSnBnVlNDcE1DVzF6cVI4cW5XbUx6aVl0TDlkRWRwbHdycmRTVnRZcGZKLVVjWkR3V0Z5WndkVnN3OVdsUGpwZ1YxUTEtWEpPbGRTVVU?oc=5", "external_url": "https://news.google.com/rss/articles/CBMiwwFBVV95cUxOcXVyM0FsSHA3bElNTEFGSjZtajgyeU1UQ1BlSjc3aE1Wd3g3RXdzZVo1Y2dvU2FMWDkwRGlVV2xxdWs3MDQ5eVFZT3VDaklzVDNiRm5saGwwYTJyU0psWkl0YUFKQ2ZjUVQ1N0dTTWY5TlZyanVYSnBnVlNDcE1DVzF6cVI4cW5XbUx6aVl0TDlkRWRwbHdycmRTVnRZcGZKLVVjWkR3V0Z5WndkVnN3OVdsUGpwZ1YxUTEtWEpPbGRTVVU?oc=5", "title": "Micron Technology (NASDAQ:MU) Stock Rating Upgraded by New Street Research", "content_text": "Micron Technology (NASDAQ:MU) Stock Rating Upgraded by New Street Research", "date_published": "2026-08-14T13:18:54+00:00", "authors": [{"name": "MarketBeat"}], "tags": ["Analyst action", "MU"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MU", "name": "Micron Technology Inc", "sentiment_url": "https://sharemaestro.com/sentiment/0d58b711-2203-4ce9-8434-052fdbec9de7/"}]}}, {"id": "source:ab17a53352ebc49ed799094c838d769b489edb4268117fb0da091ddc07f9e06e", "url": "https://www.benzinga.com/markets/tech/26/08/61207465/whats-going-on-with-amd-stock-friday-6", "external_url": "https://www.benzinga.com/markets/tech/26/08/61207465/whats-going-on-with-amd-stock-friday-6", "title": "What's Going On With AMD Stock Friday?", "content_text": "Advanced Micro Devices (AMD) is planning a $5 billion bond offering to fund its aggressive expansion into AI and server markets. The company projects over 80% server revenue growth in the second half of 2026 and at least 70% in 2027, with its broader data-center business expected to grow well over 100% next year. AMD shares were up 0.52% in premarket trading following these announcements.", "date_published": "2026-08-14T12:59:03+00:00", "authors": [{"name": "Benzinga"}], "tags": ["Market update", "AMD"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMD", "name": "Advanced Micro Devices Inc", "sentiment_url": "https://sharemaestro.com/sentiment/7af5c805-aa1f-4b03-9149-21f51b4e710a/"}]}}, {"id": "source:8ba7ee1d84d83cbbca10eefa1c4f23470b0d54c6b43e4f320dbd5b49181ce99f", "url": "https://finance.yahoo.com/technology/ai/articles/250-million-reason-why-micron-125412977.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/250-million-reason-why-micron-125412977.html", "title": "A $250 Million Reason Why Micron Stock Is in Focus", "content_text": "This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) is putting $250 million behind startups working across the artificial intelligence ecosystem as it seeks earlier exposure to technologies that could shape future memory and storage demand. The Micron Ventures Paradigm Fund is the company's third venture vehicle and brings total capital committed through the unit to $550 million. The latest fund is larger than its previous two, with the second vehicle still investing. Warning! GuruFocus has detected 3 Warning Signs with MU. Is MU fairly valued? Test your thesis with our fre", "date_published": "2026-08-14T12:54:12+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Macro sensitivity", "MU"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MU", "name": "Micron Technology Inc", "sentiment_url": "https://sharemaestro.com/sentiment/0d58b711-2203-4ce9-8434-052fdbec9de7/"}]}}, {"id": "source:7f29009cf644242ee24f8b725f1148d97f4c79069081538b4d3afbf2106b43bb", "url": "https://seekingalpha.com/news/4633180-intels-capital-raise-could-imply-foundry-progress-expanding-customer-base-gf?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4633180-intels-capital-raise-could-imply-foundry-progress-expanding-customer-base-gf?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "Intel's capital raise could imply foundry progress, expanding customer base: GF", "content_text": "Intel's (INTC [https://seekingalpha.com/symbol/INTC]) $23B [https://x.com/LipBuTan1/status/2088029999748321326?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Etweet] capital raise [https://seekingalpha.com/news/4630452-intel-upsizes-stock-offering-to-20b-prices-at-95] this week could imply that the semiconductor giant has made progress in its all-important foundry unit, and as such, an expanding customer base, GF Securities said. Shares rose fractionally in premarket trading on Friday. \u201cWe view the implications of the share offerings as constructive given the CEO\u2019s subscription and the implied", "date_published": "2026-08-14T12:26:48+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Analyst action", "INTC"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "INTC", "name": "Intel Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/8dac66b4-90fa-4f4a-92dd-c35dc2513299/"}]}}, {"id": "source:4cca0fa24f86fc7d9617c18e159ec6fdb81483c4f476d29ac2c0c29eeb212b16", "url": "https://news.google.com/rss/articles/CBMizwFBVV95cUxNRERtR250SDlkTERSVWdDQk9ESzYtLWFHSHNqbXp3Wnc0ckdCUkFqNUFKdUVwTDV4UUJoY2ctZFY3Mk1xTmt5VjZFRkttT1ZDT25vc0hDQkFnaWpJdVRtQURQbVQwUUxROFFoaGprS251SFRTTzhsWFN5b1N5SDZpZVMtaWluWXNyai1hVXM4TmY2UHhGZE01X1hURE10YXFqX1pmVTZmdDl6elZHNDFnblRJYWxiaFNQb2l5RXdYbUU0dzR4bHBiTVloWldnN1k?oc=5", "external_url": "https://news.google.com/rss/articles/CBMizwFBVV95cUxNRERtR250SDlkTERSVWdDQk9ESzYtLWFHSHNqbXp3Wnc0ckdCUkFqNUFKdUVwTDV4UUJoY2ctZFY3Mk1xTmt5VjZFRkttT1ZDT25vc0hDQkFnaWpJdVRtQURQbVQwUUxROFFoaGprS251SFRTTzhsWFN5b1N5SDZpZVMtaWluWXNyai1hVXM4TmY2UHhGZE01X1hURE10YXFqX1pmVTZmdDl6elZHNDFnblRJYWxiaFNQb2l5RXdYbUU0dzR4bHBiTVloWldnN1k?oc=5", "title": "How To Earn $500 A Month From Analog Devices Stock Ahead Of Q3 Earnings", "content_text": "How To Earn $500 A Month From Analog Devices Stock Ahead Of Q3 Earnings", "date_published": "2026-08-14T12:16:07+00:00", "authors": [{"name": "Benzinga"}], "tags": ["Earnings", "ADI"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ADI", "name": "Analog Devices Inc", "sentiment_url": "https://sharemaestro.com/sentiment/ad036d58-b1ac-495b-863f-76e4f3f18e3e/"}]}}, {"id": "source:15aed464314fae01f09c338580ff1f635a426a5c3a6e3dc37c8ffb88fc144840", "url": "https://news.google.com/rss/articles/CBMiogFBVV95cUxQdkdqSWRQUFlYWFlHcktjVlVKRndLMkdmZFNoQ1VNYWpVUWF1X0dsbzV3ZFBJT0VTblNZeEZtZUNaWDVYMVNlc3dock5nWXZhYTdHdVJPWGZneTQ4Mk9Zck9lc3JMYVhxMDZ0N1NTTF9OdVlOU1B6aEI2SWhrUGN1ejRKU2dtMGNmTmpuUk90Q1huSFMyd2dpdHhQb2RFUFdTMXc?oc=5", "external_url": "https://news.google.com/rss/articles/CBMiogFBVV95cUxQdkdqSWRQUFlYWFlHcktjVlVKRndLMkdmZFNoQ1VNYWpVUWF1X0dsbzV3ZFBJT0VTblNZeEZtZUNaWDVYMVNlc3dock5nWXZhYTdHdVJPWGZneTQ4Mk9Zck9lc3JMYVhxMDZ0N1NTTF9OdVlOU1B6aEI2SWhrUGN1ejRKU2dtMGNmTmpuUk90Q1huSFMyd2dpdHhQb2RFUFdTMXc?oc=5", "title": "Cerebras: I Was Wrong - But I'm Still Not Buying (Rating Upgrade) (NASDAQ:CBRS)", "content_text": "Cerebras: I Was Wrong - But I'm Still Not Buying (Rating Upgrade) (NASDAQ:CBRS)", "date_published": "2026-08-14T12:08:06+00:00", "authors": [{"name": "Seeking Alpha"}], "tags": ["Analyst action", "CBRS"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "CBRS", "name": "Cerebras Systems Inc. Class A Common Stock", "sentiment_url": "https://sharemaestro.com/sentiment/a09c6631-ed1a-4ef1-87d7-ddb588fcb376/"}]}}, {"id": "source:4f35f4b41887ca24a05c2df62c061187df635976358d610c2eb61806fa14471d", "url": "https://stockstotrade.com/news/micron-technology-inc-mu-news-2026_08_14", "external_url": "https://stockstotrade.com/news/micron-technology-inc-mu-news-2026_08_14", "title": "Micron Technology MU Extends AI Rally As Wall Street Lifts Targets", "content_text": "Micron Technology (MU) is experiencing an AI-driven rally, with Wall Street analysts raising price targets due to strong memory demand. The company's exceptional business trends, strategic investments in AI, and first-mover advantage in PCIe Gen 6 NVMe SSDs are positioning it as a key AI infrastructure player, despite some minor analyst adjustments. MU's robust financials and management's expectation of tight memory supply beyond 2027 further support its strong market position.", "date_published": "2026-08-14T11:39:12+00:00", "authors": [{"name": "StocksToTrade"}], "tags": ["Earnings", "MU"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MU", "name": "Micron Technology Inc", "sentiment_url": "https://sharemaestro.com/sentiment/0d58b711-2203-4ce9-8434-052fdbec9de7/"}]}}, {"id": "watch:ed2794f9-498b-442b-b409-8473c8296f35", "url": "https://sharemaestro.com/market-watch/mrvl-weekly-rebound-negative-one-month-tape/", "external_url": null, "title": "Marvell Technology Group Ltd (MRVL) rebound meets a still-negative one-month tape", "content_text": "The semiconductor stock\u2019s weekly setup is active, but pressure readings and lighter turnover keep confirmation mixed.", "date_published": "2026-08-14T11:29:44.937015+00:00", "authors": [{"name": "Sharemaestro Market Watch"}], "tags": ["Weekly signal", "MRVL"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MRVL", "name": "Marvell Technology Group Ltd", "sentiment_url": "https://sharemaestro.com/sentiment/d1152a29-9ec1-463b-b18a-53e4599c9367/"}]}}, {"id": "source:b8f56b9dfa3c4dd249a8f6b06cf707b04a418318efd9250a3333574578e6db18", "url": "https://247wallst.com/investing/2026/08/14/why-ive-begun-accumulating-on-semiconductor", "external_url": "https://247wallst.com/investing/2026/08/14/why-ive-begun-accumulating-on-semiconductor", "title": "Why I\u2019ve Begun Accumulating ON Semiconductor", "content_text": "The author, Alex Sirois, is accumulating ON Semiconductor (ON) stock due to its strong performance in AI data center revenue, which more than doubled in Q2 2026, and its strategic position in the AI power tree. 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This Artificial Intelligence (AI) Memory Stock Could Be the Next Nvidia.", "content_text": "Key Points Demand for high bandwidth memory, DRAM, and NAND flash storage is on the rise. Micron and Sandisk are two of the best-known players in the AI memory segment. A rival from Korea may offer more compelling upside in the long run as AI infrastructure spend accelerates. 10 stocks we like better than SK Hynix \u203a The artificial intelligence (AI) revolution started with a scramble for processing power, as graphics processing units (GPUs) from Nvidia(NASDAQ: NVDA) powered large language model training. 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Conversely, Las Vegas Sands (LVS) is designated as the Bear of the Day, facing a tough year with underperforming shares, negative EPS revisions, and a Zacks Rank #5 (Strong Sell). 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Nvidia (NasdaqGS:NVDA) has awarded India's Larsen & Toubro a major contract to build a dedicated AI factory for the chipmaker. The project expands Nvidia's AI infrastructure presence into India, targeting capacity in a regional market. The AI factory is intended to support Nvidia's broader ecosystem of partners and customers that rely on its accelerated computing platforms. 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Institutional investors own 74.35% of the stock. Despite mixed Q2 earnings, with revenue exceeding estimates but EPS falling short, Qualcomm declared a $0.92 quarterly dividend. Analysts generally rate QCOM a \"Hold\" with an average price target of $203.63, while growth opportunities in automotive, IoT, and on-device AI are noted as potential upside drivers.", "date_published": "2026-08-14T09:42:11+00:00", "authors": [{"name": "MarketBeat"}], "tags": ["Earnings", "QCOM"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "QCOM", "name": "Qualcomm Incorporated", "sentiment_url": "https://sharemaestro.com/sentiment/ffb5eb4e-c865-4406-8232-406f46c05f9c/"}]}}, {"id": "source:c8c9e2e20eb803dba696edcbb4059f30361762926a65bbe181ab8d38c6604702", "url": "https://www.marketbeat.com/instant-alerts/filing-sensata-technologies-holding-nv-st-shares-sold-by-handelsbanken-fonder-ab-2026-08-14", "external_url": "https://www.marketbeat.com/instant-alerts/filing-sensata-technologies-holding-nv-st-shares-sold-by-handelsbanken-fonder-ab-2026-08-14", "title": "Sensata Technologies Holding N.V. $ST Shares Sold by Handelsbanken Fonder AB", "content_text": "Handelsbanken Fonder AB significantly reduced its stake in Sensata Technologies Holding N.V. by 33.9% in the second quarter, selling over 124,000 shares but still retaining a substantial holding. Despite this sale, institutional ownership in Sensata remains high at 99.42%, and the company recently surpassed its quarterly earnings and revenue estimates. 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Ltd. increased its stake in Qualcomm Incorporated by 25.1% in the second quarter, bringing its total holdings to 45,350 shares valued at approximately $8.38 million. Institutional investors now collectively own 74.35% of Qualcomm. Despite a consensus \"Hold\" rating from analysts, Qualcomm's recent quarterly revenue exceeded expectations, though EPS narrowly missed estimates.", "date_published": "2026-08-14T09:39:13+00:00", "authors": [{"name": "MarketBeat"}], "tags": ["Earnings", "QCOM"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "QCOM", "name": "Qualcomm Incorporated", "sentiment_url": "https://sharemaestro.com/sentiment/ffb5eb4e-c865-4406-8232-406f46c05f9c/"}]}}, {"id": "source:2abb26aecafa313d62a1bc4b52f1ae3284987d1ddcff226d21b1b6016fcc8ea0", "url": "https://finance.yahoo.com/markets/stocks/articles/whats-going-micron-technology-stock-093408465.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/whats-going-micron-technology-stock-093408465.html", "title": "What's Going On With Micron Technology Stock Friday?", "content_text": "Micron Technology, Inc.(NASDAQ:MU) stock rose nearly 2% in Friday's premarket session as investors weighed another sign of strong AI-driven memory demand. The move came as broader market sentiment remained steady, with Nasdaq futures up 0.14% and S&P 500 futures gaining 0.04%. The latest industry signals come as Micron positions itself for the next phase of AI growth. The memory chipmaker is investing $250 million in emerging AI companies, giving it an early look at technologies that could shape future demand for memory and storage. 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Despite this, institutional investors still collectively own 84.99% of TXN, and analysts maintain a \"Moderate Buy\" rating with an average price target of $312.12. Texas Instruments also exceeded quarterly earnings expectations with $2.14 EPS and $5.46 billion in revenue, and offers a $1.42 quarterly dividend.", "date_published": "2026-08-14T09:09:44+00:00", "authors": [{"name": "MarketBeat"}], "tags": ["Earnings", "TXN"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "TXN", "name": "Texas Instruments Incorporated", "sentiment_url": "https://sharemaestro.com/sentiment/6175be8d-7f2d-4075-bbf6-2dbda160e008/"}]}}]}