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
Pump.fun Price and Broader Cryptocurrency Market Surge The cryptocurrency market experienced notable momentum on August 18, 2026, as digital assets rallied, driven by strong protocol fundamentals and key technical breakouts. Pump.fun Price Prediction analyses have taken center stage as the native token, PUMP, emerged as a standout performer, demonstrating exceptional strength with significant gains that
For twenty years, the single most reliable fact about Alphabet was that it printed cash and handed a large slice of it back. In 2025 it repurchased $45.7 billion of its own stock. In the first half of 2026 it repurchased zero — and instead sold $30.5 billion of common stock, $19.1 billion of mandatory
AST SpaceMobile has spent four years being valued on a single question: can it raise enough money to finish the constellation? As of last month, that question is answered. After a $1.15 billion convertible offering, management reported pro forma cash and liquidity of over $3.7 billion — against a remaining build that, on the company’s
Microsoft spent $115.9bn on property and equipment in the twelve months to 30 June 2026, and the market’s opinion of that number reversed twice inside six months. On 29 January the shares fell 9.99% in a session as capital expenditure was read as a margin problem. On 30 July they rose 15.51% — the largest
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.
Almost everyone reading Micron’s chart draws the wrong lesson from it. The stock went up roughly 8.4 times from its 52-week closing low of $115.79 to $971.66, so the instinct is to call it a bubble, or to say the move is over. Check the multiple and that reading collapses. Micron trades at 21.9 times
Nokia’s 30% collapse in July looked like the market calling time on a hype cycle. It was not. Read the quarter and the opposite happened: AI & Cloud order intake nearly tripled to €2.8bn, Optical Networks grew 20% and IP Networks 16%. Demand accelerated. What broke the stock was a cost line — Ericsson warned
A 184% year does not make a stock cheap or expensive — it changes what the bull case has to prove. AMD closed at $514.39 on August 14, 2026, up 6.5% on the session, having traded at $180.95 twelve months earlier (stockanalysis.com daily close, retrieved August 15, 2026). It also sits 12.0% below its 52-week
A stock that has risen 35-fold in a year cannot be analysed like a semiconductor company. SanDisk (SNDK) closed at $1,641.11 on August 14, 2026, up 7.39% on a session in which the entire memory complex moved together, having traded at $46.68 twelve months earlier — a gain of 3,415.7% (stockanalysis.com daily close, retrieved August