Technology
Shares of Ondas Inc. climbed 4.4% on Friday as the rally continued following record-high quarterly revenue and an upgraded full-year forecast. The stock was priced at $8.75 at 12:26 p.m. EDT while U.S. markets…
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Shares of Ondas Inc. climbed 4.4% on Friday as the rally continued following record-high quarterly revenue and an upgraded full-year forecast. The stock was…
Shares of Palantir Technologies Inc. increased 2.96% to $179.11 on Friday morning, outperforming the Nasdaq Composite by 2.25 percentage points. However, the price remains…
NEW YORK, August 21, 2026, 11:40 EDT — Alibaba's market value dropped by $21 billion after it disclosed that its artificial intelligence capital expenditures…
Market snapshot: August 21, 2026, 11:14 EDT
US market open · CNY financial data
| Metric | Latest | YoY | Signal |
|---|---|---|---|
| Group revenue | RMB268.95bn | +9% | Top line held |
| Operating income | RMB15.16bn | −57% | Investment drag |
| Net income | RMB10.44bn | −75% | Sharp contraction |
| Operating margin | 6% | −8 pts | Group leverage weakened |
| Cloud EBITA margin | 12% | Expanded | Unit economics improving |
Sources: Alibaba June-quarter release; Reuters, August 20, 2026; StockAnalysis/S&P Global and CBOE. Market-value loss uses 2.28 billion shares and the $9.14 intraday decline. Cloud prior-period revenue and related ratios are preliminary estimates derived from reported growth.
Intel Corporation shares remained below their $95 offering price on Friday. The stock traded at $91.92 at 09:44 EDT, down 0.2%. That left buyers…
| Metric | Q2 2026 | Q2 2025 | Change |
|---|---|---|---|
| Revenue | $16.1B | $12.9B | +25% |
| Non-GAAP gross margin | 41.8% | 29.7% | +12.1 pts |
| Non-GAAP operating margin | 17.2% | −3.9% | +21.1 pts |
| Non-GAAP EPS | $0.42 | −$0.10 | Positive |
| Operating cash flow | $7.0B | — | Net raise = 2.8× |
NVIDIA Corporation is set for a potential $316 billion shift in market value next week. Options data indicates shares could move 6% following Wednesday's…
| Commitment | Scale | Investor question |
|---|---|---|
| Partner infrastructure platforms | >$500B target | How quickly does funding convert to demand? |
| Ohio PORTS campus | 4.25 IT-GW initial | Does credit support amplify balance-sheet risk? |
| Nvidia initial investment | $1.5B | Is order pull-through worth the exposure? |
Tesla Inc. faced a fresh autonomy-data test on Friday. Video published this week showed an unsupervised Austin robotaxi driving through flexible traffic bollards. No…
Tesla is broadening its offering of autonomous rides, though the data set for incidents is difficult to verify. A single bollard incident video provides limited insight. With current valuation levels, consistent and transparent reporting is particularly important.
| Firm | View | Target | Vs. price |
|---|---|---|---|
| JPMorgan | Neutral | $475 | +37.6% |
| Morgan Stanley | Equal-weight | $400 | +15.9% |
| Jefferies | Hold | $350 | +1.4% |
| Wells Fargo | Underweight | $130 | −62.3% |
| 49-analyst average | Overweight | $374.27 | +8.4% |
Micron Technology announced a $10 billion investment in research as the company's shares continue to offer what appears to be a modest valuation based…
| Metric | FQ3'26 | FQ4 guide |
|---|---|---|
| Revenue | $41.46B | $50B ± $1B |
| GAAP gross margin | 84.6% | ~86% |
| GAAP EPS | $24.67 | $30.73 ± $1 |
| Net capex | $7.1B | — |
| Firm | Rating | Target |
|---|---|---|
| BMO · Aug. 20 | Buy | $1,300 |
| UBS · Aug. 18 | Buy | $1,625 |
| BofA · Aug. 17 | Buy | $1,550 |
| Mizuho · Aug. 10 | Buy | $1,375 |
| Citi · Aug. 10 | Buy | $1,150 |
Take-Two Interactive Software, Inc. closed 1.31% higher at $240.15 on Thursday. That gain restored about $581.5 million of equity value. It recovered 58% of…
| Q1 bookings | Share |
|---|---|
| Mobile | 53% |
| Console | 38% |
| PC & other | 9% |
| Digital distribution | 99% |
On Thursday, Marvell Technology, Inc. saw its market capitalisation rise by roughly $12.0 billion. This increase closely mirrored the headline amount of Google’s recently…
| Metric | Q1 FY27 |
|---|---|
| Revenue | $2.418bn |
| YoY growth | +28% |
| Data center | $1.833bn |
| Data-center mix | 76% |
| Non-GAAP EPS | $0.80 |
| Company | Move |
|---|---|
| Marvell | +5.79% |
| Broadcom | +0.43% |
| NVIDIA | -0.33% |
| Alphabet | -1.17% |
| Target | Value |
|---|---|
| Average | $276.38 |
| High | $400 |
| Low | $180 |
Shares of Ondas Inc. dropped 5.84% on Thursday, as market participants assessed the impact of another acquisition amid rising execution costs. The stock settled…
NASDAQ: ONDS · Shareholder dashboard
Ondas acquired a profitable production platform at a low cost, even as its own shares trade at a significantly higher sales multiple.
Market close · Aug. 20, 2026, 16:00 EDT / 22:00 CEST
The $4.78bn equity value divided by the guidance midpoint of $537.5m.
Approximately $33m divided by an estimated $26m in revenue projected for 2026.
Aran is joining at a significantly reduced sales multiple and is projected to deliver positive adjusted EBITDA.
Revenue rose by 67% from the previous quarter. The adjusted EBITDA loss increased by $39.7 million. This shortfall highlights the main execution challenge.
Management aims for operating-platform adjusted EBITDA to reach profitability in Q4 2026.
As of June 30, cash and investments were reported. Approximately $325 million was subsequently spent to acquire DZYNE and Cyberhawk.
As of the Aug. 12 close, shares are still trading 45.2% beneath the 52-week high of $15.28.
Aran's projected revenue represents a portion of Ondas's 2026 guidance midpoint. Relevant, though not significant by itself.
| Firm | Rating | Target |
|---|---|---|
| Oppenheimer | Buy | $18.00 |
| Roth MKM | Buy | $13.00 |
| Ladenburg Thalmann | Buy | $22.75 |
| Northland Securities | Buy | $18.00 |
According to Google Finance, there are nine latest Buy ratings, with no Hold or Sell recommendations, and the average target price is $19.42.
The focus is on converting backlog, maintaining gross margin, and controlling cash operating costs. Delivering efficiently matters more than simply announcing a new contract.
Risk: Margins could come under strain or shareholder dilution may occur from challenges such as integrating deals, potential program setbacks, reliance on stock-based deals, and geopolitical risks.
Arm Holdings plc ended Thursday at $250.72. That left Wall Street's average target 20.1% higher, implying about $53.8 billion of extra market value.
The average target offers 20% upside, but analysts span a $350 range. That dispersion is the market's clearest verdict on Arm's AGI CPU opportunity.
Twenty analysts agree on the growth theme. They disagree sharply on what to pay for it.
Past three months · 20 analysts
Quarter ended June 30, 2026
A tight watchlist, not a sprawling thesis.
Canaan Inc. ended Thursday at $0.2712, rising 12.95%. The bitcoin-mining hardware producer advanced alongside a broad crypto market surge after Trump called on lawmakers…
Canaan closed 13% higher after President Donald Trump pressed Congress to advance crypto market-structure rules. Its disclosed coin holdings add a second lever: at current spot prices, they equal about 72% of the company’s market value.
Senate Banking moved the measure forward on a 15–9 vote.
Trump urged Congress to pass a “fair version” of the bill.
The next hard catalyst is procedural, not final enactment.
HEFEI, August 21, 2026, 03:45 CST — CXMT Corporation shares have soared 565% since their July IPO, but the five analysts tracking China's leading…
VELDHOVEN, August 20, 2026, 20:45 CEST — Shares in ASML Holding N.V. fell by roughly €45.0 billion in market capitalization from the close of…
The near-term test is valuation, not the latest sales guide. A stable yield backdrop would let investors refocus on Q3 growth and 2027 EUV output.
Shares of Micron Technology, Inc. climbed on Thursday following the company’s announcement of a $10 billion research laboratory in Boise. The initiative is slated…
Sources: Reuters, Micron fiscal Q3 results, Google Finance. Lab annualization is an illustration, not guidance.
Super Micro Computer, Inc. lost roughly $1.3 billion in market value during Thursday trading, despite an independent probe finding no evidence that current senior…
Supermicro cleared current senior management in its internal review. The stock briefly jumped 5.9%, then gave back almost all of the gain.
The governance update lifted the shares to $38.74. By 14:06 EDT, they were back near the prior close.
FY2026 showed the split between reported profit and cash conversion.
Price-to-forecast earnings, lower is cheaper.
Consensus: Hold · 19 ratings · average target $42.38.
| Firm | Rating | Target | Date |
|---|---|---|---|
| Rosenblatt | Buy | $51 | Aug 12 |
| J.P. Morgan | Hold | $45 | Aug 17 |
| Bernstein | Hold | $42 | Aug 13 |
| Goldman Sachs | Sell | $34 | Aug 12 |
