The received wisdom about Applied Materials is that its shares fell after August’s earnings because the numbers disappointed. They did not. Applied reported record revenue of $9.12 billion for its fiscal third quarter ended 26 July 2026, up 25 percent year over year, with record operating income, record non-GAAP earnings per share of $3.50, and
Broadcom did not fall 6% on 14 August because AMD took its Google business. That is the story the market settled on, and the timeline does not support it. The SemiAnalysis research note everyone cited as the cause was not reported until 17 August — three sessions after the drop — and on the day
The loudest argument about Nebius Group is not about whether AI demand is real. Both sides agree it is. Michael Burry, who disclosed a short on NBIS on 6 August at roughly $212 and added to it on 12 August at $247, is not claiming that customers will stop buying GPU hours. He is claiming
Gold enters Wednesday’s release of the July Federal Open Market Committee minutes with a September interest-rate increase still priced as a material risk. The Federal Reserve’s August calendar schedules the minutes for August 19 at 2:00 p.m. ET, three weeks after policymakers voted 9-3 to hold rates.Spot gold traded at $4,359.58 an ounce at 7:37
This preview of weekly data examines USOIL and XAUUSD, with economic data expected later this week as the primary market drivers of the near-term outlook. Highlights of the week: British inflation, FOMC minutes, UK manufacturing & Services PMIWednesday British Inflation rate at 06:00 AM GMT where the figure for July is expected to increase from 2.6%
The comparison everyone is making is wrong in a specific, checkable way. Applied Optoelectronics (NASDAQ: AAOI) is being pitched across retail feeds as “the next SanDisk” because both charts look the same — a sleepy component supplier that woke up and went vertical. But SanDisk’s move was a margin event and AAOI’s is a volume
The week of August 10–14 was relatively calm after the publication of US CPI for July. No panic or capitulation followed, as the number came in as expected or slightly cooler. Traders have observed a slow drift higher in equities. July CPI rose 0.1% month-on-month and 3.4% year-on-year, both in line with forecasts. Core CPI eased
NAND Flash contract prices were forecast to rise 70% to 75% quarter over quarter in Q2 2026 as AI-server demand redirected supply toward enterprise storage, according to TrendForce’s second-quarter memory pricing survey. The increase followed an 85% to 90% first-quarter forecast and left consumer-device manufacturers facing higher costs before substantial new production capacity can arrive.The
Updated 18 August 2026. MSFT $480.00 at the 17 August close, down 3.04% (-$15.40) from $495.40, on an intraday range of $478.41-$492.66. Verdict: Monday’s fall was a sell-side funding argument, not a change in the accounts. Nothing in the 10-K moved; what moved was the market’s willingness to fund a $190bn build with borrowed money.
Boston Scientific has lost more than half its value in eleven months, and almost every explanation you will read blames a slowdown. That is true but imprecise, and the imprecision is where the opportunity or the trap sits. The company’s June-quarter results were not weak: net sales rose 7.5% to $5.442bn, gross margin expanded 305