Stocks · News reference
Shares of semiconductor and chip companies are trading higher after AI cloud providers CoreWeave and Nebius reported better-than-expected Q2 results and server and storage maker Super Micro Computer reported better-than-expected Q4 financial results, all of which may help bolster the demand outlook for the sector.
Reference details
Connected markets
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
- Source
- benzinga
- Observed
- Aug 12, 2026, 7:35 PM
- Checked
- Aug 12, 2026, 7:35 PM
- Cadence
- Captured once, then retained as an archive reference
- Status
- fresh
Keep reading
Related headlines
Shares of semiconductor companies are trading higher. Nvidia's $105 billion of an Ohio data center and comments regarding OpenAI commitments of approximately $600 billion for its compute capacity may help support the demand outlook across the sector.
Read original at benzingaMorgan Stanley Maintains Equal-Weight on Camtek, Lowers Price Target to $165
Morgan Stanley analyst Shane Brett maintains Camtek (NASDAQ:CAMT) with a Equal-Weight and lowers the price target from $167 to $165.
Read original at benzingaCBRS vs. AMD: Which Stock Leads the AI Infrastructure Boom?
Cerebras Systems and Advanced Micro Devices are both benefiting from AI infrastructure growth. While AMD offers greater scale, profitability and diversification with Data Center revenues more than doubling, Cerebras appears to have an edge with faster growth expectations, $25.4B in remaining performance obligations, and strong partnerships with OpenAI and AWS. Cerebras expects core revenues to more than triple in 2027, though it remains unprofitable with customer concentration risks.
Read original at zacks-investment-researchCathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought
Cathie Wood's Ark Invest added to positions in Broadcom, Cerebras Systems, and Cloudflare on Wednesday, taking advantage of market pullbacks. All three stocks have declined 14-53% from recent all-time highs but show strong revenue growth and business fundamentals, with Broadcom expected to report 85% revenue growth and Cerebras showing 74% growth despite customer concentration concerns.
Read original at the-motley-foolCrowdStrike Posts Best Quarter Ever, but Cathie Wood's Ark Sells Shares Amid Cloudflare, Cerebras Buys
On Wednesday, Aug. 26, 2026, Ark Invest sold CrowdStrike and AMD shares after CrowdStrike's record quarter.
Read original at benzinga