| Ticker | Name | Price | Change | Vol(avg) | Score (Δ) | Tech |
|---|---|---|---|---|---|---|
| SMCI | Super Micro | $37.61 | +19.0% | 2.9x | 37 (PART) (+5.4) | NEUTRAL 40 |
| Why: Soared ~19% on a bullish report and earnings that quieted AI-demand concerns, dragging Nvidia higher with it. | ||||||
| CoreWeave & Super Micro earnings are quieting AI concerns. What does this mean… — CoreWeave (CRWV) and Super Micro Computer (SMCI) stocks are both surging after the companies reported quarterly… [source](https://finance.yahoo.com/video/coreweave-super-micro-earnings-quieting-141401252.html) | ||||||
| LITE | Lumentum | $932.47 | +13.6% | 2.3x | 60 (PART) (+1.8) | NEUTRAL 40 |
| Why: Rallied ~14% as AI infrastructure names surged on strong CoreWeave and Super Micro results. | ||||||
| BE | Bloom Energy | $237.16 | +12.3% | 0.8x | 63 (PART) (+2.6) | NEUTRAL 30 |
| Why: Jumped ~12% after Nebius selected its fuel cells to power an AI data center. | ||||||
| Bloom Energy Says It's Now "The Standard for AI Onsite Power." Here's What That… — CEO KR Sridhar may have overstated the company's place within the industry, but his bigger point still stands. [source](https://www.fool.com/investing/2026/08/12/bloom-energy-says-its-now-the-standard-for-ai-onsi/) | ||||||
| [2] Bloom Energy Skyrockets 143% YTD: Time to Buy the Stock? — Bloom Energy's 143% YTD surge, AI-driven power demand and rising earnings estimates support the stock despite its… [source](https://finance.yahoo.com/markets/stocks/articles/bloom-energy-skyrockets-143-ytd-180600314.html) | ||||||
| [3] Bloom Energy Jumps 13% as Nebius Picks Its Fuel Cells for AI Data Center… — A major AI cloud operator just handed Bloom Energy a high-profile data center contract, and the ripple through the fuel… [source](https://247wallst.com/investing/2026/08/12/bloom-energy-jumps-13-as-nebius-picks-its-fuel-cells-for-ai-data-center-fuelcell-climbs-11/) | ||||||
| COHR | Coherent | $355.64 | +8.2% | 1.7x | 62 (PART) (+1.5) | NEUTRAL 40 |
| Why: Climbed ~8% on a blowout Q4 and aggressive guidance, part of the broader AI infrastructure surge. | ||||||
| Coherent’s (NYSE:COHR) Q2 CY2026 Sales Beat Estimates, Provides Optimistic… — Materials and photonics company Coherent (NYSE:COHR) reported Q2 CY2026 results exceeding the market’s revenue… [source](https://finance.yahoo.com/markets/stocks/articles/coherent-nyse-cohr-q2-cy2026-204600230.html) | ||||||
| STX | Seagate | $878.21 | +7.0% | 0.8x | 54 (PART) (+0.5) | NEUTRAL 30 |
| Why: Advanced ~7% as storage names rallied on AI demand strength; no company-specific catalyst. | ||||||
| Freshworks’s Q2 Earnings Call: Our Top 5 Analyst Questions — Freshworks’ Q2 results topped Wall Street’s revenue and non-GAAP profit expectations, fueled by continued momentum in… [source](https://finance.yahoo.com/markets/stocks/articles/freshworks-q2-earnings-call-top-202122943.html) |
| Ticker | Name | Price | Change | Vol(avg) | Score (Δ) | Tech |
|---|---|---|---|---|---|---|
| META | Meta | $578.85 | -3.4% | 1.0x | 26 (OPEN) (-0.7) | NEUTRAL 0 |
| Why: Fell ~3% with no clear catalyst as megacap tech lagged the AI infrastructure rally. | ||||||
| Tech stocks today: CoreWeave and Supermicro results win over investors — Tech stock news for the week of Aug. 10 [source](https://finance.yahoo.com/technology/live/tech-stocks-today-coreweave-and-supermicro-results-win-over-investors-135605566.html) | ||||||
| MSFT | Microsoft | $492.43 | -2.3% | 0.7x | 37 (PART) (-1.4) | NEUTRAL 15 |
| Tech just got cheaper - what it means for the bull market — In today's Chart of the Day, Yahoo Finance Markets & Data Editor Jared Blikre breaks down the tech market’s latest… [source](https://finance.yahoo.com/video/tech-just-got-cheaper-means-154100291.html) | ||||||
| AMZN | Amazon | $267.28 | -1.8% | 0.6x | 40 (PART) (-1.1) | BULLISH 45 |
| EBAY Stock: Where Compounding Could Take The Price — While the market sees a legacy platform, a newer eBay is emerging from within. The company's focused categories, from… [source](https://www.trefis.com/articles/611111/ebay-stock-where-compounding-could-take-the-price/2026-08-12) | ||||||
| [2] Alphabet, Amazon, Meta Platforms, and Microsoft: One of These Stocks Looks Like… — Microsoft is already relatively close to its median 12-month price target. [source](https://www.fool.com/investing/2026/08/12/alphabet-amazon-meta-platforms-and-microsoft-this/) | ||||||
| [3] Rocket Lab CEO Won’t Take on Musk and Bezos in Broadband: ‘The Two Most… — On Monday, Rocket Lab Corp. CEO Peter Beck said the company’s planned $8 billion acquisition of Iridium Communications… [source](https://finance.yahoo.com/technology/articles/rocket-lab-ceo-won-t-193108211.html) | ||||||
| HUBB | Hubbell | $512.90 | -1.3% | 0.6x | 43 (PART) (-0.9) | NEUTRAL 15 |
| 5 Stocks to Grab as Manufacturing Activity Hits Four-Year High — AIT, DOV, HUBB, RBC and TRMB stand out as manufacturing activity hits a four-year high amid seven months of sector… [source](https://finance.yahoo.com/markets/stocks/articles/5-stocks-grab-manufacturing-activity-130100616.html) | ||||||
| [2] Atkore Stock Surged Because Prysmian Agreed To Buy It For Cash — After a year of selling off pieces of itself, the board agreed to sell the whole company, and what a holder owns now is… [source](https://www.trefis.com/articles/610050/atkore-stock-surged-because-prysmian-agreed-to-buy-it-for-cash/2026-08-04) | ||||||
| [3] Hubbell Inc (HUBB) (Q2 2026) Earnings Call Highlights: Strong Double-Digit… — Hubbell Inc (HUBB) delivered 15% sales growth and raised its full-year outlook, driven by surging data center demand… [source](https://finance.yahoo.com/markets/stocks/articles/hubbell-inc-hubb-q2-2026-010053485.html) |
Stories attached to multiple tracked tickers (shown once):
| Ticker | Score Now | Δ | Direction | Change% |
|---|---|---|---|---|
| SMCI | 37 (PART) | +5.4 | ↑ more priced | +19.0% |
| BE | 63 (PART) | +2.6 | ↑ more priced | +12.3% |
| CSCO | 55 (PART) | +1.8 | ↑ more priced | +2.9% |
| LITE | 60 (PART) | +1.8 | ↑ more priced | +13.6% |
| KLAC | 44 (PART) | +1.7 | ↑ more priced | +3.9% |
| LRCX | 43 (PART) | +1.6 | ↑ more priced | +4.7% |
| WDC | 38 (PART) | +1.5 | ↑ more priced | +3.7% |
| COHR | 62 (PART) | +1.5 | ↑ more priced | +8.2% |
Notable headlines for other tracked tickers:
[positive][positive][positive]MA alignment: 6 bullish / 2 bearish of 37 with signals.
| Ticker | Trend | ADX | RSI | Support | Resistance | Setup |
|---|---|---|---|---|---|---|
| POWL | Sideways (above 200d) | 35 | 41 | $208 (+0.1%) | $215 (+3.2%) | At support |
| MSFT | Sideways (above 200d) | 34 | 71 ⚠ | $461 (+6.5%) | $502 (+2.0%) | Overbought (potential pullback) |
| MOD | Sideways (below 200d) | 32 | 41 | $194 (+3.0%) | $204 (+2.5%) | — |
| AMZN | Strong Uptrend | 28 | 57 | $257 (+3.8%) | $278 (+4.0%) | — |
| GNRC | Sideways (above 200d) | 26 | 52 | $218 (+1.6%) | $240 (+8.2%) | — |
| ORCL | Strong Downtrend | 26 | 60 | $152 (+0.8%) | $155 (+1.4%) | At support |
| ANET | Uptrend | 23 | 69 | $199 (+5.5%) | — | Near 52-week high (test) |
| FLNC | Downtrend | 21 | 42 | $13 (+1.8%) | $14 (+2.4%) | — |
| WDC | Sideways (above 200d) | 20 | 42 | $431 (+5.0%) | $458 (+0.9%) | — |
| TLN | Sideways (above 200d) | 19 | 53 | $351 (+3.8%) | $368 (+0.9%) | — |
| COHR | Sideways (above 200d) | 19 | 57 | $355 (+0.2%) | $405 (+13.9%) | At support |
| NVDA | Sideways (above 200d) | 19 | 62 | $223 (+0.4%) | $235 (+5.1%) | At support |
| BE | Sideways (above 200d) | 18 | 53 | $234 (+1.2%) | $251 (+5.8%) | At support |
| ETN | Sideways (above 200d) | 18 | 66 | $446 (+2.9%) | $462 (+0.4%) | Near 52-week high (test) |
| MRVL | Sideways (above 200d) | 18 | 52 | $212 (+2.4%) | $241 (+11.0%) | — |
| FCX | Sideways (above 200d) | 18 | 61 | $68 (+1.9%) | $71 (+2.3%) | — |
| MU | Sideways (above 200d) | 18 | 51 | $859 (+5.7%) | $965 (+5.9%) | Bollinger squeeze (breakout pending) |
| CEG | Sideways (below 200d) | 18 | 60 | $276 (+1.0%) | $301 (+8.0%) | At support |
| SMCI | Sideways (above 200d) | 17 | 68 | $35 (+5.8%) | $50 (+33.4%) | — |
| HUBB | Sideways (above 200d) | 17 | 57 | $479 (+6.6%) | $522 (+1.8%) | Bollinger squeeze (breakout pending) |
| STX | Sideways (above 200d) | 17 | 54 | $856 (+2.5%) | $888 (+1.1%) | Pullback to 50-day support |
| KLAC | Sideways (above 200d) | 16 | 52 | $203 (+2.4%) | $216 (+3.9%) | — |
| CSCO | Sideways (above 200d) | 16 | 63 | $120 (+3.1%) | $130 (+4.5%) | — |
| VST | Sideways (below 200d) | 15 | 46 | $144 (+2.0%) | $154 (+4.7%) | — |
| ABBNY | Sideways (above 200d) | 15 | 55 | $102 (+0.4%) | $109 (+6.2%) | Pullback to 50-day support |
| AVGO | Sideways (above 200d) | 15 | 58 | $412 (+1.1%) | $424 (+2.0%) | At support |
| GEV | Sideways (above 200d) | 15 | 53 | $1021 (+1.8%) | $1080 (+3.8%) | Bollinger squeeze (breakout pending) |
| VRT | Sideways (above 200d) | 14 | 52 | $279 (+3.2%) | $301 (+4.5%) | — |
| GOOGL | Sideways (above 200d) | 14 | 46 | $336 (+2.3%) | $356 (+3.6%) | — |
| SCCO | Sideways (below 200d) | 13 | 62 | $194 (+0.5%) | $201 (+3.3%) | At support |
| META | Sideways (below 200d) | 13 | 44 | $541 (+6.5%) | $611 (+5.6%) | Bollinger squeeze (breakout pending) |
| ASML | Sideways (above 200d) | 13 | 57 | $1790 (+1.1%) | $1927 (+6.5%) | At support |
| TSM | Sideways (above 200d) | 13 | 56 | $423 (+1.4%) | $446 (+3.8%) | Pullback to 50-day support |
| LRCX | Sideways (above 200d) | 12 | 53 | $317 (+2.7%) | $326 (+0.0%) | — |
| AMAT | Sideways (above 200d) | 11 | 52 | $523 (+4.7%) | $550 (+0.3%) | — |
| AMD | Sideways (above 200d) | 11 | 47 | $476 (+1.4%) | $496 (+2.7%) | At support |
| LITE | Sideways (above 200d) | 10 | 60 | $895 (+4.0%) | $957 (+2.7%) | Bollinger squeeze (breakout pending) |
| Ticker | Tech Score | Signal | >VWAP | MACD↑ | Px Score |
|---|---|---|---|---|---|
| NVDA | 80 | BULLISH | ✓ | ✓ | 31 (OPEN) |
| AVGO | 65 | BULLISH | ✓ | – | 32 (OPEN) |
| FCX | 65 | BULLISH | ✓ | – | 46 (PART) |
| ANET | 60 | BULLISH | ✓ | ✓ | 46 (PART) |
| CEG | 50 | NEUTRAL | ✓ | ✓ | 42 (PART) |
| AMZN | 45 | BULLISH | ✓ | – | 40 (PART) |
| ETN | 45 | BULLISH | ✓ | – | 62 (PART) |
| CSCO | 40 | NEUTRAL | ✓ | ✓ | 55 (PART) |
Derived from today's data — average daily change, average priced-in score, and dominant options flow per sector.
| Sector | Members | Avg Δ% | Avg Score | Options Bias | Avg P/C |
|---|---|---|---|---|---|
| Optical | 2 | +10.9% | 61 | mixed | 0.78 |
| Storage | 2 | +5.3% | 46 | bearish (1/2) | 0.96 |
| Semis | 7 | +4.7% | 38 | bullish (6/7) | 0.56 |
| Networking | 2 | +4.7% | 51 | bullish (1/2) | 0.81 |
| Power Gen | 6 | +3.9% | 44 | bullish (2/6) | 0.77 |
| SemiCap | 4 | +3.4% | 43 | bearish (3/4) | 1.18 |
| DC Power/Cooling | 7 | +0.7% | 51 | bullish (4/7) | 0.88 |
| Hyperscaler | 5 | -0.4% | 35 | mixed | 0.73 |
| Materials | 2 | +0.2% | 48 | bullish (2/2) | 0.35 |
| Date | Type | Event | Impact |
|---|---|---|---|
| 2026-08-15 | ECONOMIC | CPI Data (Aug) | HIGH |
| Date | Type | Event | Impact |
|---|---|---|---|
| 2026-08-24 | CONFERENCE | Hot Chips 2026 — Chip Architecture | HIGH |
| Date | Type | Event | Impact |
|---|---|---|---|
| 2026-09-05 | ECONOMIC | Non-Farm Payrolls (Sep) | HIGH |
| 2026-09-09 | CONFERENCE | Meta Connect — VR/AI | MEDIUM |
17 relevant earnings today (Wednesday, August 12, 2026) — tracked tickers plus reporters ≥ $10B market cap.
| Symbol | Company | Event | EPS Est | Mkt Cap |
|---|---|---|---|---|
| CSCO | Cisco Systems, Inc. | Q4 2026 Earnings Ann | $1.17 | $487.2B |
| COHR | Coherent Corp. | Q4 2026 Earnings Ann | $1.62 | $69.6B |
| CBRS | Cerebras Systems Inc. | Q2 2026 Earnings Ann | $-0.18 | $58.5B |
| PAAS | Pan American Silver Corp. | Q2 2026 Earnings Ann | $0.84 | $22.1B |
| CCDBF | CCL Industries Inc. | Q2 2026 Earnings Ann | $1.25 | $11.3B |
| CCLLF | CCL Industries Inc. | Q2 2026 Earnings Ann | - | $10.6B |
| GMINF | G Mining Ventures Corp. | Q2 2026 Earnings Ann | $0.43 | $10.5B |
| Symbol | Company | EPS Est | EPS Act | Surprise% | Mkt Cap |
|---|---|---|---|---|---|
| NBIS | Nebius Group N.V. | $-0.86 | $-0.68 | +21.2% | $65.1B |
| TRMB | Trimble Inc. | $0.8 | $0.86 | +7.2% | $13.1B |
| TCEHY | Tencent Holdings Limited | $7.81 | $7.43 | -4.8% | $507.1B |
| AMCR | Amcor plc | $1.18 | $1.23 | +4.0% | $21.5B |
| PFGC | Performance Food Group Co | $1.6 | $1.59 | -0.6% | $16.9B |
| EAT | Brinker International, In | $3.09 | $3.07 | -0.5% | $10.5B |
| TECH | Bio-Techne Corporation | $0.52 | $0.52 | +0.1% | $11.3B |
21 relevant earnings tomorrow — tracked tickers plus reporters ≥ $10B market cap.
| Session | Count | Notable Companies |
|---|---|---|
| Before Open | 4 | BN (Brookfield Corporati), JD (JD.com, Inc.), BSP (Bending Spoons S.p.A), TPR (Tapestry, Inc.) |
| After Close | 2 | AMAT (Applied Materials, I), NU (Nu Holdings Ltd.) |
| TAS/Other | 15 | — |
Report generated: 2026-08-12 14:03 Data: Yahoo Finance | Model: v2 Dynamic Weights + Q-Score 37 of 37 tickers reported