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Jensen Huang’s $500 Billion Nvidia AI Financing Bet Faces a China Problem—Could Cheaper Chinese Chips Sink GPU Values? ↗
Via Benzinga
Topics Artificial Intelligence
Tickers NVDA
Exposures Artificial Intelligence
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The AI Boom Has a New Bottleneck: Super Micro Customers Can’t Deploy Servers Fast Enough ↗
Via Benzinga
Topics Artificial Intelligence
Exposures Artificial Intelligence
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Elon Musk Could Score $824 Billion Payday in Tesla-SpaceX Merger—Ross Gerber Says ‘Fantastical Abundance!’ ↗
Via Benzinga
Tickers TSLA
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Tim Draper Says Bitcoin Is Headed for ‘Infinity’ Against Dollar as Growing BTC Payments Could Trigger Bank Runs ↗
Via Benzinga
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Elissa Slotkin Says Trump Could ‘Manufacture Doubt’ in Elections to Justify Federal Control at Polls ↗
Via Benzinga
Topics Government
Exposures Political
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Trump Accounts Just Became More Attractive to Working Parents: Employers Can Contribute $2,500 Tax-Free Under New Treasury Guidance ↗
Via Benzinga
Topics Government
Exposures Political
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Elon Musk Makes Bold Promise on Flying Cars: ‘You Will Get...’ ↗
Via Benzinga
Tickers TSLA
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HYLN Stock Is Trending—Here’s Why It Spiked Over 17% in Pre-Market ↗
Via Benzinga
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Americans’ Credit Card Debt Climbs to $1.26 Trillion as K-Shaped Economy Widens Consumer Divide ↗
Via Benzinga
Topics Credit Cards Economy
Exposures Economy Interest Rates
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US Drops Key Business Ownership Reporting Rule for Americans as Scott Bessent Hails 'Victory' for Small Businesses—'Gift to ‌Cartels,' Warns Elizabeth Warren ↗
Via Benzinga
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Nebius Q2 Outlook: Will Goldman’s $35.5 Billion Revenue Forecast Overpower Jim Cramer’s ‘Sell’ Warning? ↗
Via Benzinga
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Energy Secretary Chris Wright Says Hormuz Oil Flows Surpass Prewar Levels as US, Gulf Allies Step Up Coordination—Trump Claims ‘100% Control’ of the Strait ↗
Via Benzinga
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Anthony Scaramucci Knew Abigail Johnson Before She Ran Fidelity — the Quiet Introvert Had What It Took to Reinvent the $13 Billion Financial Empire ↗
Via Benzinga
Topics Product Recall
Tickers FIS
Exposures Legal Product Safety
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Rand Paul Says ‘Affordability’ Crisis Is Really Inflation, Blames $2 Trillion Deficit and Fed Money Creation for Rising Costs ↗
Via Benzinga
Topics Economy
Exposures Interest Rates
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Cathie Wood Calls Bitcoin 'Critical' Financial Infrastructure: 'Those Securing It Should Have Trusted Access to the Most Powerful AI Models' ↗
Via Benzinga
Topics Artificial Intelligence
Exposures Artificial Intelligence
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Elon Musk Wants Moon Travel to Become Something ‘Anyone’ Can Do as Starship Targets 100-Ton Deliveries to the Lunar Surface ↗
Via Benzinga
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Velo3D CEO Says Space Race Is ‘Pushing the Limits’ on Production as Demand Surges ↗
Via Benzinga
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Performance Food Group, Super Micro Computer and 3 Stocks to Watch Heading Into Wednesday ↗
Via Benzinga
Tickers CSCO
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CoreWeave Cashes in on the AI Gold Rush With a 25% Price Hike, and Customers are Still Lining Up: Vera Rubin Demand is 'Enormous' ↗
Via Benzinga
Topics Artificial Intelligence
Exposures Artificial Intelligence
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S&P 500 Falls for Second Session Ahead of Inflation Report: Investor Sentiment Weakens, Fear & Greed Index Remains in ‘Greed’ Zone ↗
Via Benzinga
Topics Economy Stocks
Exposures Interest Rates US Equities
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Top Wall Street Forecasters Revamp Brinker International Expectations Ahead Of Q4 Earnings ↗
Via Benzinga
Tickers EAT
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Iran’s New Security Chief Mohsen Razaei Sets Conditions for Reopening Strait of Hormuz: ‘Message Is Clear’ ↗
Via Benzinga
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Bernie Sanders Backs Mamdani’s Amazon Fight, Says Company Made $92 Billion in First Half While Using 'Legal Loopholes' to Deny Workers Their Rights ↗
Via Benzinga
Tickers AMZN
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Elizabeth Warren Probes 'Cartoonish Corruption' After Accusing Belgium Diamond Industry of Gifting Trump a Diamond-Encrusted Ring ↗
Via Benzinga
Topics Government World Trade
Exposures Political Tariff
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Barack Obama Jokes About Trump’s Gold Oval Office Sign: ‘I Can’t Believe I Didn’t Think of That’ ↗
Via Benzinga
Topics Government
Exposures Political
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Dogecoin Says Putting a 'Dog on the Money' Was One of the Internet’s 'More Reasonable Ideas' — The 12802% Lifetime Gain Isn't Bad Either ↗
Via Benzinga
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Trimble Gears Up For Q2 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts ↗
Via Benzinga
Tickers TRMB
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Chuck Schumer Demands Senate Briefing After Reported Trump Turkey Evacuation Amid Iranian Threat: 'Congress Was Kept In the Dark' ↗
Via Benzinga
Topics Government
Exposures Political
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Super Micro Has a Record AI Backlog, But Could Fast GPU Transitions Backfire? CFO Says ‘You Don’t Want to Get Caught Having to Hold That Inventory’ ↗
Via Benzinga
Topics Artificial Intelligence
Exposures Artificial Intelligence
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Greenland Energy Slides After Hours: Here Is Why GLND Stock Fell ↗
Via Benzinga
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