NVDA

Dernières nouvelles pour NVIDIA (NASDAQ:NVDA) Stock

NVIDIA CORP

NVIDIA

Nvidia is a leading developer of graphics processing units. Traditionally, GPUs were used to enhance the experience on computing platforms, most notably in gaming applications on PCs. GPU use cases have since emerged as important semiconductors used in artificial intelligence. Nvidia not only offers AI GPUs, but also a software platform, Cuda, used for AI model development and training. Nvidia is also expanding its data center networking solutions, helping to tie GPUs together to handle complex workloads.

inflation ai2

AMZN

MSFT

Maxine Waters alimente

NVIDIA Corp

In a quarter that began with fears of a tech wreck following President Donald Trump&#8216;s sweeping tariff announcements, Wall Street&#8217;s tech darlings pushed sector benchmarks to one of their strongest quarterly gains on record, reigniting optimism for <a href="https://www.benzinga.com/tech">a continued summer rally</a>.
The Technology Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>), which tracks the broader tech sector, soared 22% during the second quarter of 2025. 
That marked its best quarterly performance since the second quarter of 2020, when central banks pumped liquidity into the system to combat the COVID-19 crisis, and its second-best quarter since the aftermath of the dot-com collapse in 2002.
From the April lows—hit just after Trump&#8217;s tariff policies were unveiled—the XLK has rocketed 45%, registering its strongest 13-week rally since June 2020 and second-best since the ETF was launched in 1998.
<h3 class="wp-block-heading">Chart: Tech Stocks Log Historic Quarter </h3>
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="528" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/30145340/image-448-1024x528.png" alt="" class="wp-image-967444" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/30145340/image-448-1024x528.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/30145340/image-448-300x155.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/30145340/image-448-768x396.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/30145340/image-448-1536x792.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/30145340/image-448-2048x1056.png 2048w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
<h2 class="wp-block-heading">5 Stocks Drove Over Half Of XLK&#8217;s Historic Rally</h2>
Five stocks were responsible for about two thirds of the tech sector&#8217;s total return during the quarter.
<ul class="wp-block-list">
<li>Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) was the single most important contributor. Shares of the AI darling jumped 43.2%, contributing 537 basis points, or 5.37%, to XLK&#8217;s quarterly performance thanks to its 14.6% weight. </li>
<li>Microsoft Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NYSE">MSFT</a>) followed closely. With a 14.24% weighting, it added 420 basis points to the index through a 31.8% price gain.</li>
<li>Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) climbed 62.2%, contributing 229 basis points to the sector performance. </li>
<li>Oracle Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NASDAQ">ORCL</a>) delivered a 56.5% return in the quarter, driving 154 basis points of performance for XLK.</li>
<li>Palantir Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>) rocketed 59.7%, responsible for 141 basis points of the sector&#8217;s rise. The rally coincides with the software company&#8217;s expansive role within the Trump administration (Palantir <a href="https://sam.gov/opp/f71acee6010c423db4902446a59a690c/view" target="_blank" rel="noreferrer noopener">received</a> a <a href="https://www.fpds.gov/ezsearch/fpdsportal?q=PIID:%2270CTD022FR0000170%22&amp;s=FPDS.GOV&amp;templateName=1.5.3&amp;indexName=awardfull&amp;x=0&amp;y=0&amp;sortBy=SIGNED_DATE&amp;desc=Y" target="_blank" rel="noreferrer noopener">$30 million</a> contract to develop a tracking platform to aid Immigration and Customs Enforcement).</li>
</ul>
Together, these five stocks delivered 14.81 percentage points, accounting for nearly 67% of the XLK's total quarterly return.
Read Also: <a href="https://www.benzinga.com/markets/tech/25/06/46081553/nvidia-stock-forecast-trump-china-golden-cross-ai">Nvidia&#8217;s Big Moment Is Back—Stock Exploded 500% The Last Time This Happened </a>
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<thead>
<tr>
<th>Company</th>
<th>Q2 Price Return</th>
<th>XLK Weight</th>
<th>Contribution to XLK&#8216;s quarterly performance</th>
</tr>
</thead>
<tbody>
<tr>
<td>Nvidia Corp. </td>
<td>+43.2%</td>
<td>14.56%</td>
<td>+537 basis points (5.37%)</td>
</tr>
<tr>
<td>Microsoft Corp.</td>
<td>+31.8%</td>
<td>14.24%</td>
<td>+420 basis points (4.20%)</td>
</tr>
<tr>
<td>Broadcom Inc.</td>
<td>+62.2%</td>
<td>4.89%</td>
<td>+229 basis points (2.29%)</td>
</tr>
<tr>
<td>Oracle Corp.</td>
<td>+56.5%</td>
<td>3.48%</td>
<td>+154 basis points (1.54%)</td>
</tr>
<tr>
<td>Palantir Technologies Inc. </td>
<td>+59.7%</td>
<td>3.08%</td>
<td>+141 basis points (1.41%)</td>
</tr>
<tr>
<td>Total (Top 5 Contributors)</td>
<td>—</td>
<td>40.25%</td>
<td>+1,481 basis points (14.81%)</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Source: Author&#8217;s own elaboration based on Koyfin data</figcaption></figure>
<h2 class="wp-block-heading">What To Expect For Tech Stocks In Q3? History Says: Watch July</h2>
While the third quarter is generally positive for tech, the gains tend to show up early. 
According to Seasonax data, looking at last 20 years the XLK has averaged a 2.7% gain from July 1 to October 1, with gains in 14 of those years.
However, recent third quarters haven't been kind. In 2022, the ETF fell 3.9%. In 2023, it dropped 4.5%. In 2024, it slid another 3.7%.
July, on the other hand, tells a different story. 
It's historically the strongest month for tech. XLK has averaged a 2.86% return in July over the past two decades, with gains in 76% of those years.
<h2 class="wp-block-heading">Golden Cross Signal May Support The Trend</h2>
On June 30, the XLK triggered a golden cross, a bullish technical setup where the 50-day moving average crosses above the 200-day average. It often signals the start of a longer-term uptrend.
A backtest of this strategy—buying on the golden cross and selling on the next death cross—shows solid historical performance since 2009. 
Only one of the nine trades posted a loss. Most produced double-digit returns, particularly during strong bull markets. The latest signal adds another reason to believe this rally could extend through the summer—at least for now.
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<thead>
<tr>
<th>Buy Date</th>
<th>Sell Date</th>
<th>Buy Price</th>
<th>Sell Price</th>
<th>Total Return</th>
<th>Annualized Return</th>
<th>Days Held</th>
</tr>
</thead>
<tbody>
<tr>
<td>2009-06-02</td>
<td>2010-07-07</td>
<td>18.03</td>
<td>20.52</td>
<td>+13.8%</td>
<td>+12.2%</td>
<td>400</td>
</tr>
<tr>
<td>2010-10-19</td>
<td>2011-08-05</td>
<td>23.79</td>
<td>24.65</td>
<td>+3.6%</td>
<td>+4.6%</td>
<td>290</td>
</tr>
<tr>
<td>2011-12-12</td>
<td>2012-12-10</td>
<td>25.81</td>
<td>28.70</td>
<td>+11.2%</td>
<td>+10.3%</td>
<td>364</td>
</tr>
<tr>
<td>2013-02-14</td>
<td>2015-08-27</td>
<td>29.71</td>
<td>40.14</td>
<td>+35.1%</td>
<td>+12.6%</td>
<td>925</td>
</tr>
<tr>
<td>2015-11-27</td>
<td>2016-02-05</td>
<td>43.86</td>
<td>40.48</td>
<td>-7.7%</td>
<td>-34.0%</td>
<td>70</td>
</tr>
<tr>
<td>2016-04-11</td>
<td>2018-12-03</td>
<td>44.08</td>
<td>69.64</td>
<td>+58.0%</td>
<td>+17.5%</td>
<td>967</td>
</tr>
<tr>
<td>2019-04-02</td>
<td>2020-04-28</td>
<td>75.07</td>
<td>90.50</td>
<td>+20.6%</td>
<td>+18.5%</td>
<td>392</td>
</tr>
<tr>
<td>2020-05-29</td>
<td>2022-03-16</td>
<td>97.04</td>
<td>147.99</td>
<td>+52.5%</td>
<td>+25.0%</td>
<td>656</td>
</tr>
<tr>
<td>2023-02-24</td>
<td>2025-03-31</td>
<td>136.10</td>
<td>202.78</td>
<td>+49.0%</td>
<td>+22.4%</td>
<td>767</td>
</tr>
</tbody>
<tfoot>
<tr>
<td></td>
<td></td>
<td></td>
<td>Average</td>
<td>+26.5%</td>
<td>+9.6%</td>
<td>537</td>
</tr>
</tfoot>
</table>
<figcaption class="wp-element-caption">Source: Author&#8217;s own elaboration based on TradingView data</figcaption></figure>
Now Read 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/06/46096528/nasdaq-100-record-highs-rally-historical-performance">Nasdaq 100 Hits Record Highs After 30% Rally: History Suggests It&#8217;s Not Done Yet </a></li>
</ul>
Image: Shutterstock

Equities

Large Cap

Sector ETFs

Tech

ETFs

AVGO

ORCL

PLTR

Nvidia, Palantir Fuel Historic Tech Rally — And It's Far From Done

NVIDIA Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) <a href="https://www.benzinga.com/topic/nvidia" target="_blank" rel="noreferrer noopener">stock surged 44%</a> in the previous three months while the PHLX Semiconductor Sector Index (SOX), which Nvidia is part of, gained 29.41% during the period.
The stock is currently trading near its 52-week high of $158.71.
Also Read: <a href="https://www.benzinga.com/markets/tech/25/06/46149318/microsofts-next-gen-ai-chip-still-lags-nvidias-blackwell-postpones-launch" target="_blank" rel="noreferrer noopener">Microsoft&#8217;s Next-Gen AI Chip Still Lags Nvidia&#8217;s Blackwell, Postpones Launch</a>
In May, Nvidia reported <a target="_blank" href="https://www.benzinga.com/news/earnings/25/05/45657660/nvidia-q1-highlights-china-export-ban-hits-results-but-jensen-huang-says-demand-incredibly-strong" rel="noreferrer noopener">first-quarter revenue</a> growth of 69% to $44.1 billion, topping the Street consensus estimate of $43.2 billion. The revenue increased by 12% sequentially.
Adjusted EPS of 96 cents topped the analyst consensus estimate of 88 cents.
Nvidia faced an export ban on H20 products to China on April 9. The company said it incurred a $4.5 billion charge in the first quarter related to H20 excess inventory and purchase obligations.&nbsp;
Nvidia forecasted second-quarter revenue of $45 billion, plus or minus 2%, versus&nbsp;estimates of $45.78 billion. The company noted its outlook reflects a loss of approximately $8 billion in H20 revenue due to the export control limitations.
Multiple Wall Street firms <a target="_blank" href="https://www.benzinga.com/quote/NVDA/analyst-ratings" rel="noreferrer noopener">raised their price targets</a> on the company after the results.
Nvidia has a consensus price target of&nbsp;$178.46&nbsp;based on the ratings of&nbsp;38&nbsp;analysts. The high is&nbsp;$250,&nbsp;issued by&nbsp;Loop Capital&nbsp;on&nbsp;June 25, 2025.&nbsp;
Nvidia made at least one acquisition during the quarter. As of June 27, Nvidia acquired&nbsp;Canadian AI startup, CentML, <a href="https://www.benzinga.com/m-a/25/06/46149909/nvidia-ai-acquisition" target="_blank" rel="noreferrer noopener">for undisclosed terms</a>.&nbsp;
CentML specializes in&nbsp;optimizing AI, offering innovative solutions that significantly enhance efficiency and performance.
The chip designer tapped CentML CEO Gennady Pekhimenko as a senior director for AI software at Nvidia.
CentML plans to optimize both model training and inference by running models after they&#8217;ve been trained.
Graphics processing units (GPUs) are also heavily used in inference today, and Pekhimenko noted them as a potential avenue of growth for the company.
Wedbush&#8217;s Dan Ives&nbsp;indicated&nbsp;that Nvidia is on a path to a <a href="https://www.benzinga.com/analyst-ratings/price-target/25/05/45668727/nvidia-stock-is-surging-thursday-whats-fueling-the-move" target="_blank" rel="noreferrer noopener">$4 trillion market cap</a>, eventually reaching $5 trillion, backed by increasing AI spending.&nbsp;
Deepwater&#8217;s Gene Munster&nbsp;highlighted Nvidia&#8217;s core business&#8217;s impressive growth when excluding the impacts of the China chip restrictions.
Bank of America analyst&nbsp;Vivek Arya&nbsp;estimated that Nvidia&nbsp;holds 80%-85%&nbsp;of the total market for AI data center chips. The Blackwell platform prompted Arya to raise his earnings forecast for the calendar year 2027 to $7.23 per share, which is up 12%. He had projected long-term earnings power of $10 per share, driven by the company's AI hardware moat.
NVDA Price Action:&nbsp;NVDA stock is down slightly at $157.65 at last check Monday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/analyst-stock-ratings/reiteration/25/06/46125295/google-future-wall-street-ai-hype-meets-skepticism" target="_blank" rel="noreferrer noopener">Google Future Divides Wall Street As AI Hype Meets Skepticism</a></li>
</ul>
Photo: Shutterstock

News

Movers

What Is Going On With Nvidia Stock?

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/03/25</td>
<td>$155.00</td>
<td>$38.5K</td>
<td>63.3K</td>
<td>34.8K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/03/25</td>
<td>$200.00</td>
<td>$37.0K</td>
<td>11.6K</td>
<td>30.1K</td>
</tr>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/03/25</td>
<td>$23.00</td>
<td>$29.5K</td>
<td>22.0K</td>
<td>10.6K</td>
</tr>
<tr>
<td>FSLR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/03/25</td>
<td>$200.00</td>
<td>$25.2K</td>
<td>80</td>
<td>4.6K</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$55.00</td>
<td>$34.4K</td>
<td>7.6K</td>
<td>4.5K</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$220.00</td>
<td>$79.3K</td>
<td>9.1K</td>
<td>3.2K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$420.00</td>
<td>$196.0K</td>
<td>2.0K</td>
<td>2.8K</td>
</tr>
<tr>
<td>AVGO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/03/25</td>
<td>$275.00</td>
<td>$44.8K</td>
<td>112</td>
<td>2.5K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$150.00</td>
<td>$202.5K</td>
<td>17.7K</td>
<td>2.3K</td>
</tr>
<tr>
<td>QUBT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$20.00</td>
<td>$42.0K</td>
<td>3.1K</td>
<td>1.8K</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option trade that happens to be bullish, expiring in 3 day(s) on July 3, 2025. This event was a transfer of 100 contract(s) at a $155.00 strike. The total cost received by the writing party (or parties) was $38.5K, with a price of $385.0 per contract. There were 63355 open contracts at this strike prior to today, and today 34889 contract(s) were bought and sold. 
• Regarding AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we observe a call option sweep with bearish sentiment. It expires in 3 day(s) on July 3, 2025. Parties traded 179 contract(s) at a $200.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $37.0K, with a price of $207.0 per contract. There were 11691 open contracts at this strike prior to today, and today 30132 contract(s) were bought and sold. 
• Regarding INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we observe a call option trade with bearish sentiment. It expires in 3 day(s) on July 3, 2025. Parties traded 1969 contract(s) at a $23.00 strike. The total cost received by the writing party (or parties) was $29.5K, with a price of $15.0 per contract. There were 22075 open contracts at this strike prior to today, and today 10658 contract(s) were bought and sold. 
• For FSLR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>), we notice a call option trade that happens to be bearish, expiring in 3 day(s) on July 3, 2025. This event was a transfer of 2800 contract(s) at a $200.00 strike. The total cost received by the writing party (or parties) was $25.2K, with a price of $9.0 per contract. There were 80 open contracts at this strike prior to today, and today 4611 contract(s) were bought and sold. 
• For SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we notice a call option trade that happens to be bearish, expiring in 18 day(s) on July 18, 2025. This event was a transfer of 292 contract(s) at a $55.00 strike. The total cost received by the writing party (or parties) was $34.4K, with a price of $118.0 per contract. There were 7682 open contracts at this strike prior to today, and today 4503 contract(s) were bought and sold. 
• For ORCL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), we notice a call option sweep that happens to be bearish, expiring in 46 day(s) on August 15, 2025. This event was a transfer of 77 contract(s) at a $220.00 strike. This particular call needed to be split into 9 different trades to become filled. The total cost received by the writing party (or parties) was $79.3K, with a price of $1030.0 per contract. There were 9141 open contracts at this strike prior to today, and today 3272 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option trade that happens to be bullish, expiring in 18 day(s) on July 18, 2025. This event was a transfer of 200 contract(s) at a $420.00 strike. The total cost received by the writing party (or parties) was $196.0K, with a price of $980.0 per contract. There were 2032 open contracts at this strike prior to today, and today 2809 contract(s) were bought and sold. 
• Regarding AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we observe a put option sweep with bearish sentiment. It expires in 3 day(s) on July 3, 2025. Parties traded 108 contract(s) at a $275.00 strike. This particular put needed to be split into 26 different trades to become filled. The total cost received by the writing party (or parties) was $44.8K, with a price of $415.0 per contract. There were 112 open contracts at this strike prior to today, and today 2515 contract(s) were bought and sold. 
• For AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we notice a call option sweep that happens to be bearish, expiring in 46 day(s) on August 15, 2025. This event was a transfer of 300 contract(s) at a $150.00 strike. This particular call needed to be split into 33 different trades to become filled. The total cost received by the writing party (or parties) was $202.5K, with a price of $675.0 per contract. There were 17773 open contracts at this strike prior to today, and today 2337 contract(s) were bought and sold. 
• Regarding QUBT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QUBT#NASDAQ">QUBT</a>), we observe a call option trade with bearish sentiment. It expires in 46 day(s) on August 15, 2025. Parties traded 200 contract(s) at a $20.00 strike. The total cost received by the writing party (or parties) was $42.0K, with a price of $210.0 per contract. There were 3117 open contracts at this strike prior to today, and today 1881 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

AAPL

FSLR

INTC

MSTR

QUBT

SMCI

10 Information Technology Stocks Whale Activity In Today's Session

Artificial intelligence stocks are on a heater in 2025.&nbsp;
Take Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), which is up 17.5% year-to-date and up 45.5% over the past three months. Then there's AI intelligence powerhouse CoreWeave (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>), which is up a whopping 331% over the last 90 days alone. Or consider AI software developer Palantir (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), whose stock price is up 72.9% year-to-date and has increased by 405% over the past year.
Those are robust companies that have built a brand name for themselves in the AI realm and are obvious picks for investors looking to capitalize on the AI freight train of 2025. That said, they&#8217;re not the only names investors should be tracking in the AI market, especially after their rapid rise, which may make some investors concerned that most of the upside is behind them.
<h2 class="wp-block-heading">How The Pros Are Trading Strength Into Q3 — Live Today</h2>
Most traders chase headlines. The pros focus on trends that last. Today, Tuesday at 6 PM ET, see how Tim Melvin, Ryan Faloona, and Anne-Marie Baiynd are using market strength, momentum signals, and long-term setups to stay ahead of the next big move. Their tactics are precise and built for this market. Register <a href="https://benzinga.zoom.us/webinar/register/WN_OJ2FBspHSJSSVNlW8zGapw#/registration">HERE</a> now — limited seats available.
&#8220;This is the first inning of a nine-inning game for AI revolution, and the next generation of winners hasn't even been invented yet,&#8221; said Alan Haworth, senior financial advisor at Clare Market Investments. &#8220;The first round will be NVDA, MSFT, AMZN, GOOG, and a few other megacaps.&#8221;
For discerning investors, it's also a good idea to dig below the surface and uncover gems that aren't pure pay-play artificial intelligence stocks, but have ties to the AI sector.
 &#8220;2025 marks the start of stage two, where the operating and expansion layers are emerging as the real drivers of value,&#8221; said Shay Boloor, chief market strategist at Futurum Equities. &#8220;The explosive returns of phase one laid the tracks. But phase two is where we find compounding utility, and that's where the next decade of upside lives.&#8221;
Which companies indirectly tied to AI make the grade right now for technology investors at the mid-point of 2025? These stocks are getting a green light from market experts.
Astera Labs Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALAB#NASDAQ">ALAB</a>). This Santa Clara, California-based semiconductor company specializes in solving AI and cloud computing data and network bottleneck issues. ALAB stock is down 31% year-to-date, but it's making up ground quickly. Over the past 90 days, the firm's stock price has increased by 52.5%, mainly due to its partnership with AIChip Technologies, a high-profile Taiwan-based chipmaker. &#8220;AI data centers are scaling laterally,&#8221; Boloor said. &#8221; Astera Labs owns the high-speed interconnects (PCIe, CXL, Ethernet) that make cluster performance viable.&#8221;
Astera Labs Inc. has a consensus price target of $ 97.50 based on the ratings of 15 analysts, as noted by Benzinga Ratings.
Oklo, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>). Oklo is carving a clear path to profit in the nuclear industry, providing clean energy through the design and deployment of fast-fission power plants. The company's stock is up 160.2% year-to-date as demand grows, driven by states like New York exploring new nuclear power initiatives and AI companies requiring more power for their data centers. &#8220;AI demands energy 24/7,&#8221; Bollor noted. &#8220;Small modular nuclear is no longer a fringe idea &#8211; it's foundational.&#8221;
Oklo has a consensus price target of $58.14, according to Benzinga Ratings.
Vistra Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>). This Texas-based power generator is essentially an AI infrastructure play as its nuclear plants provide the 24/7, reliable power sources that AI data centers require.
 &#8220;VST is currently trading at 12x forward earnings and, while they haven&#8217;t signed a data center deal yet, they&#8217;re well-positioned to do so in the immediate future especially following their $1.9B acquisition of seven natural gas-fired power plants that are set to add 2,600 megawatts of capacity across five states,&#8221; said Liam Hunt, director of research at IncomeInsider.org.
Vistra has a 95.5 Momentum Rating, according to Benzinga Ratings.
Adobe (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADBE#NASDAQ">ADBE</a>). At first glance, this digital marketing and media services company may not seem like an obvious choice as an AI-linked company. Yet a closer look reveals that Adobe is doing a solid job of immersing agentic AI into the creative marketplace. Adobe&#8217;s Brand Concierge program and its AI-fueled workflow products and services are helping Adobe gain a solid foothold in the AI market, primarily through close partnerships with major industry players.
&#8220;Goldman Sachs puts ADBE among what it calls the top &#8216;Phase 3&#8217; AI monetizers,&#8221; said Dan Buckley, chief analyst at DayTrading.com. &#8220;These are firms generating revenue through AI, not just as speculative future promises, that are currently undervalued.&#8221;
Adobe has a consensus price target of $511.77, according to Benzinga Ratings.
<h2 class="wp-block-heading">Takeaway On AI Insider Stock Plays</h2>
The message for Main Street investors is clear and direct: stop chasing the obvious AI names and focus on the &#8216;picks and shovels&#8217; plays.
&#8220;Identify companies that benefit from AI adoption and scaling without trading at AI valuations,&#8221; Hunt said. &#8220;Utilities with data center exposure offer growth potential that tracks the AI boom at a more reasonable price point. Additionally, energy infrastructure plays have a strong chance of outperforming the mega-cap tech stocks everyone&#8217;s watching.&#8221;
&#8220;In short, diversify across the AI value chain rather than betting everything on chip stocks,&#8221; he added.
Editorial content from our expert contributors is intended to be information for the general public and not individualized investment advice. Editors/contributors are presenting their individual opinions and strategies, which are neither expressly nor impliedly approved or endorsed by Benzinga.
Photo: Shutterstock

Opinion

Trading Ideas

ADBE

ALAB

CRWV

OKLO

4 Fast-Rising AI Stocks You Probably Haven't Heard Of

In the ever-evolving and intensely competitive business landscape, conducting a thorough company analysis is of utmost importance for investors and industry followers. In this article, we will carry out an in-depth industry comparison, assessing NVIDIA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) alongside its primary competitors in the Semiconductors &amp; Semiconductor Equipment industry. By meticulously examining key financial metrics, market positioning, and growth prospects, we aim to offer valuable insights to investors and shed light on company's performance within the industry.
<h3>NVIDIA Background</h3>
Nvidia is a leading developer of graphics processing units. Traditionally, GPUs were used to enhance the experience on computing platforms, most notably in gaming applications on PCs. GPU use cases have since emerged as important semiconductors used in artificial intelligence. Nvidia not only offers AI GPUs, but also a software platform, Cuda, used for AI model development and training. Nvidia is also expanding its data center networking solutions, helping to tie GPUs together to handle complex workloads.
<table>
<thead>
<tr>
<th>Company</th>
<th>P/E</th>
<th>P/B</th>
<th>P/S</th>
<th>ROE</th>
<th>EBITDA (in billions)</th>
<th>Gross Profit (in billions)</th>
<th>Revenue Growth</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVIDIA Corp</td>
<td>50.89</td>
<td>45.89</td>
<td>26.27</td>
<td>23.01%</td>
<td>$22.58</td>
<td>$26.67</td>
<td>69.18%</td>
</tr>
<tr>
<td>Broadcom Inc</td>
<td>98.30</td>
<td>18.21</td>
<td>22.80</td>
<td>7.12%</td>
<td>$8.02</td>
<td>$10.2</td>
<td>20.16%</td>
</tr>
<tr>
<td>Taiwan Semiconductor Manufacturing Co Ltd</td>
<td>26.91</td>
<td>7.63</td>
<td>11.09</td>
<td>8.19%</td>
<td>$608.71</td>
<td>$493.4</td>
<td>41.61%</td>
</tr>
<tr>
<td>Advanced Micro Devices Inc</td>
<td>104.97</td>
<td>4.03</td>
<td>8.47</td>
<td>1.23%</td>
<td>$1.59</td>
<td>$3.74</td>
<td>35.9%</td>
</tr>
<tr>
<td>Texas Instruments Inc</td>
<td>39.22</td>
<td>11.47</td>
<td>11.85</td>
<td>7.08%</td>
<td>$1.85</td>
<td>$2.31</td>
<td>11.14%</td>
</tr>
<tr>
<td>Qualcomm Inc</td>
<td>16.18</td>
<td>6.28</td>
<td>4.22</td>
<td>10.3%</td>
<td>$3.67</td>
<td>$6.04</td>
<td>16.93%</td>
</tr>
<tr>
<td>ARM Holdings PLC</td>
<td>220.61</td>
<td>25.63</td>
<td>43.89</td>
<td>3.17%</td>
<td>$0.46</td>
<td>$1.21</td>
<td>33.73%</td>
</tr>
<tr>
<td>Micron Technology Inc</td>
<td>22.48</td>
<td>2.75</td>
<td>4.18</td>
<td>3.79%</td>
<td>$4.33</td>
<td>$3.51</td>
<td>36.56%</td>
</tr>
<tr>
<td>Analog Devices Inc</td>
<td>64.39</td>
<td>3.36</td>
<td>12.03</td>
<td>1.63%</td>
<td>$1.2</td>
<td>$1.61</td>
<td>22.28%</td>
</tr>
<tr>
<td>Monolithic Power Systems Inc</td>
<td>19.63</td>
<td>10.79</td>
<td>14.99</td>
<td>4.17%</td>
<td>$0.18</td>
<td>$0.35</td>
<td>39.24%</td>
</tr>
<tr>
<td>STMicroelectronics NV</td>
<td>25.51</td>
<td>1.52</td>
<td>2.29</td>
<td>0.32%</td>
<td>$0.51</td>
<td>$0.84</td>
<td>-27.36%</td>
</tr>
<tr>
<td>ASE Technology Holding Co Ltd</td>
<td>20.55</td>
<td>2.17</td>
<td>1.12</td>
<td>2.39%</td>
<td>$27.16</td>
<td>$24.89</td>
<td>11.56%</td>
</tr>
<tr>
<td>ON Semiconductor Corp</td>
<td>36.76</td>
<td>2.75</td>
<td>3.41</td>
<td>-5.78%</td>
<td>$-0.37</td>
<td>$0.29</td>
<td>-22.39%</td>
</tr>
<tr>
<td>United Microelectronics Corp</td>
<td>12.10</td>
<td>1.45</td>
<td>2.37</td>
<td>2.06%</td>
<td>$23.86</td>
<td>$15.45</td>
<td>5.91%</td>
</tr>
<tr>
<td>First Solar Inc</td>
<td>12.93</td>
<td>1.99</td>
<td>3.84</td>
<td>2.59%</td>
<td>$0.35</td>
<td>$0.34</td>
<td>6.35%</td>
</tr>
<tr>
<td>Credo Technology Group Holding Ltd</td>
<td>322.38</td>
<td>23.29</td>
<td>38.78</td>
<td>5.63%</td>
<td>$0.03</td>
<td>$0.09</td>
<td>25.94%</td>
</tr>
<tr>
<td>Skyworks Solutions Inc</td>
<td>29.22</td>
<td>1.89</td>
<td>3.05</td>
<td>1.11%</td>
<td>$0.22</td>
<td>$0.39</td>
<td>-8.87%</td>
</tr>
<tr>
<td>Qorvo Inc</td>
<td>144.55</td>
<td>2.29</td>
<td>2.15</td>
<td>0.93%</td>
<td>$0.11</td>
<td>$0.37</td>
<td>-7.6%</td>
</tr>
<tr>
<td>Universal Display Corp</td>
<td>32.49</td>
<td>4.48</td>
<td>11.48</td>
<td>3.93%</td>
<td>$0.08</td>
<td>$0.13</td>
<td>0.62%</td>
</tr>
<tr>
<td>Lattice Semiconductor Corp</td>
<td>135.65</td>
<td>9.75</td>
<td>14.19</td>
<td>0.71%</td>
<td>$0.02</td>
<td>$0.08</td>
<td>-14.68%</td>
</tr>
<tr>
<td>Average</td>
<td>72.89</td>
<td>7.46</td>
<td>11.38</td>
<td>3.19%</td>
<td>$35.89</td>
<td>$29.75</td>
<td>11.95%</td>
</tr>
</tbody>
</table>
<style>
 table {
 width: 100%;
 border-collapse: collapse;
 font-family: Arial, sans-serif;
 font-size: 14px;
 }

 th, td {
 padding: 8px;
 text-align: left;
 }

 th {
 background-color: #293a5a;
 color: #fff;
 text-align: left;
 }

 tr:nth-child(even) {
 background-color: #f2f4f8;
 }

 tr:hover {
 background-color: #e1e4ea;
 }

 td:nth-child(3), td:nth-child(5) {
 text-align: left;
 }

 .dividend-amount {
 font-weight: bold;
 color: #0d6efd;
 }

 .dividend-frequency {
 font-size: 12px;
 color: #6c757d;
 }
 </style>After a detailed analysis of NVIDIA, the following trends become apparent: 
<ul>
<li>
At 50.89, the stock's Price to Earnings ratio is 0.7x less than the industry average, suggesting favorable growth potential.
</li>
<li>
With a Price to Book ratio of 45.89, which is 6.15x the industry average, NVIDIA might be considered overvalued in terms of its book value, as it is trading at a higher multiple compared to its industry peers.
</li>
<li>
The stock's relatively high Price to Sales ratio of 26.27, surpassing the industry average by 2.31x, may indicate an aspect of overvaluation in terms of sales performance.
</li>
<li>
The company has a higher Return on Equity (ROE) of 23.01%, which is 19.82% above the industry average. This suggests efficient use of equity to generate profits and demonstrates profitability and growth potential.
</li>
<li>
With lower Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) of $22.58 Billion, which is 0.63x below the industry average, the company may face lower profitability or financial challenges.
</li>
<li>
With lower gross profit of $26.67 Billion, which indicates 0.9x below the industry average, the company may experience lower revenue after accounting for production costs.
</li>
<li>
The company's revenue growth of 69.18% is notably higher compared to the industry average of 11.95%, showcasing exceptional sales performance and strong demand for its products or services.
</li>
</ul>
<h3>Debt To Equity Ratio</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1751295613_0.png" alt="debt to equity" />
The debt-to-equity (D/E) ratio assesses the extent to which a company relies on borrowed funds compared to its equity.
Considering the debt-to-equity ratio in industry comparisons allows for a concise evaluation of a company's financial health and risk profile, aiding in informed decision-making.
By considering the Debt-to-Equity ratio, NVIDIA can be compared to its top 4 peers, leading to the following observations:
<ul>
<li>
NVIDIA is in a relatively stronger financial position compared to its top 4 peers, as evidenced by its lower debt-to-equity ratio of 0.12.
</li>
<li>
This implies that the company relies less on debt financing and has a more favorable balance between debt and equity.
</li>
</ul>
<h3>Key Takeaways</h3>
For NVIDIA, the PE ratio is low compared to peers, indicating potential undervaluation. The high PB and PS ratios suggest strong market sentiment and revenue multiples. A high ROE reflects efficient use of shareholder equity. The low EBITDA and gross profit may indicate room for improvement in operational efficiency. The high revenue growth rate signals strong performance in capturing market share.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Markets

Market Analysis: NVIDIA And Competitors In Semiconductors &amp; Semiconductor Equipment Industry

"Do you really think we're going to get rid of lawyers?" former Google CEO Eric Schmidt recently asked, warning that artificial intelligence will complicate legal work—not eliminate it.&nbsp;
During a <a href="https://www.youtube.com/watch?v=id4YRO7G0wE">TED interview</a> in Vancouver in April , he called AI a "career-defining" shift. Schmidt urged every industry to "adopt it, and adopt it fast." He argued that AI is already transforming office environments, clinics and courtrooms by making jobs "more sophisticated, not quickly obsolete."
Don't Miss:
<ul class="wp-block-list">
<li>GoSun's breakthrough rooftop EV charger already has 2,000+ units reserved —<a href="https://www.benzinga.com/money/meet-the-company-seeking-to-give-americans-energy-independence-and-learn-how-you-can-become-an-early-investor"> become an investor in this $41.3M clean energy brand today</a>.</li>
<li>Invest early in CancerVax's breakthrough tech aiming to disrupt a $231B market.<a href="https://www.benzinga.com/money/this-company-may-have-found-a-way-to-treat-cancer-by-tricking-the-bodys-immune-system-and-early-studies-show-some-promise-find-out-how-you-can-invest-in-the-future-of-cancer-treatment"> Back a bold new approach to cancer treatment with high-growth potential.</a></li>
</ul>
<h2 class="wp-block-heading">AI Adoption Accelerates Across Industries</h2>
Schmidt pointed to his March investment in Relativity Space, a California-based rocket startup, as an example of AI's learning potential. "It's an area that I'm not an expert in, and I want to be an expert," he told the audience, noting that large-language models helped him quickly grasp propulsion concepts
"You are not going to lose your job to AI, but you are going to lose your job to somebody who uses AI," chipmaker Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) CEO Jensen Huang echoed that message in May at the <a href="https://milkeninstitute.org/sites/default/files/2025-05/new-innovation-economy-conversation-nvidia-ceo-jensen-huang_Transcript_GC25.pdf">Milken Institute Global Conference</a>. Huang added that companies are already building gigawatt-scale "AI factories" that will affect every role.
<h2 class="wp-block-heading">Legal Sector Faces Major Changes</h2>
Harvey,the company behind the generative AI assistant being tested by law firms and PwC's legal team, recently closed a $300 million Series E round, valuing the company at $5 billion.
Schmidt said studies predict AI could boost productivity by 30% annually—figures he said economists "have no models for."&nbsp;
Trending: This Jeff Bezos-backed startup will allow you to<a href="https://www.benzinga.com/money/bezos-landlord-100-dollars"> become a landlord in just 10 minutes, with minimum investments as low as $100</a>.
<h2 class="wp-block-heading">Adoption Grows, But Transformation Lags</h2>
According to <a href="https://www.mckinsey.com/capabilities/quantumblack/our-insights/the-state-of-ai">McKinsey</a>, 78% of organizations had rewired operations around AI as of last year, though only 5% have fully transformed even a single business domain.&nbsp;
The Wall Street Journal <a href="https://www.wsj.com/articles/why-companies-are-already-all-in-on-ai-after-arriving-late-to-everything-else-357ad090">reported </a>the trend is less about hype and more about staying ahead before it&#8217;s too late. PepsiCo's (NASDAQ: PEP) chief strategy and transformation officer, Athina Kanioura, told the Journal that company leaders aren't pouring money into AI just because it's exciting—they're doing it because they worry it could reshape the entire way they do business.
Still, law firms remain cautious. A<a href="https://www.ft.com/content/afb750bf-ab26-42fd-a802-b788145b8449"> Financial Times analysis</a> in December found firms enforcing human review layers to protect client data even as custom-built algorithms accelerate discovery. The pattern supports Schmidt's view that AI raises professional standards instead of sweeping workers aside.
Even so, Schmidt reminded the audience at TED in Vancouver that transformation will not finish overnight. "One thing to remember is that this is a marathon, not a sprint," he said, urging workers to recalibrate skills daily as the technology vaults forward.
See Next:
<ul class="wp-block-list">
<li>$100k in assets? Maximize your retirement and cut down on taxes:<a href="https://www.benzinga.com/money/wideradvisor-retirement-planning"> Schedule your free call with a financial advisor to start your financial journey – no cost, no obligation</a>. </li>
<li>Warren Buffett once said, "If you don't find a way to make money while you sleep, you will work until you die."<a href="https://www.benzinga.com/money/warren-buffet-make-money-when-you-sleep"> Here&#8217;s how you can earn passive income with just $100.</a></li>
</ul>

'Do You Really Think We're Going To Get Rid Of Lawyers?' Says Ex-Google CEO Eric Schmidt — Predicts AI Will Only Make Jobs More Complex

The S&amp;P 500 hit record highs on Friday as prominent investment manager Dan Niles advised investors to temporarily ignore traditional valuation metrics while positioning for continued market gains through the second-quarter earnings season.
What Happened: Niles, founder of Niles Investment Management, reversed his earlier bearish stance after the index rallied 27% from April lows following President Donald Trump&#8216;s 90-day tariff reprieve announcement. The benchmark index surpassed its previous February closing high, rebounding from a 21% selloff that began in early April amid tariff fears and recession concerns.
&#8220;In my 35 years on Wall Street I have NEVER said that before,&#8221; Niles wrote on X, clarifying his CNBC interview comments about forgetting valuations. He emphasized that this tactical approach reflects how he believes investors will behave until Thanksgiving, not his personal investment philosophy.
The veteran money manager cited seven factors driving continued market strength: U.S. dollar weakness helping foreign sales that comprise 40% of S&amp;P 500 revenues, demand pull-forward ahead of potential tariffs, reduced geopolitical tensions, anticipated Federal Reserve rate cuts, institutional performance chasing, and retail fear-of-missing-out with $7 trillion parked in money market funds.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Mid Year Update I came into the year negative which is why cash in money market funds that yielded over 4% was my lead Top 5 Pick. Poor Q4:2024 earnings results during which six of the seven Magnificent 7 had forward revenue forecasts go down and volatility caused by tariffs…
&mdash; Dan Niles (@DanielTNiles) <a href="https://twitter.com/DanielTNiles/status/1939481563147772037?ref_src=twsrc%5Etfw">June 30, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
See Also: <a href="https://www.benzinga.com/markets/equities/25/06/46161262/chinas-ant-group-boosts-rd-spending-to-record-3-26-billion-in-2024-amid-ai-push">China&#8217;s Ant Group Boosts R&amp;D Spending To Record $3.26 Billion In 2024 Amid AI Push</a>
Why It Matters: Niles maintains positions in Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), and Cisco Systems Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>). He highlighted Microsoft&#8217;s re-accelerating Azure growth after three quarterly disappointments and Nvidia&#8217;s demand strength following a $5.5 billion writeoff. Cisco trades at 17x forward earnings versus 24x for the S&amp;P 500, despite its emerging AI networking capabilities.
However, Niles warned of potential 10-20% correction risks approaching Thanksgiving due to holiday demand disappointment from the first-half demand pull-forward. He noted the S&amp;P 500&#8217;s 24x forward price to earnings ratio exceeds historical averages during 2.4-3.0% inflation periods.
The index closed Friday at 6,190, with <a href="https://www.benzinga.com/markets/economic-data/25/06/46124290/sp-500-hits-record-highs-and-history-says-the-best-is-yet-to-come">technical analysts noting</a> an approaching &#8220;golden cross&#8221; signal when the 50-day moving average crosses above the 200-day average—historically preceding strong rallies 73% of the time since World War II.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/06/46161059/apple-has-the-potential-to-crush-metas-ray-ban-smart-glasses-says-ming-chi-kuo-but-the-tech-giant-has-been-surprisingly-slow" target="_blank" rel="noreferrer noopener">Apple Has the Potential To Crush Meta's Ray-Ban Smart Glasses, Says Ming-Chi Kuo, But The Tech Giant Has Been ‘Surprisingly Slow'</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

CSCO

As S&P 500 Charges Off April Lows, Dan Niles Says Investors Will 'Forget About Valuations'—Holds Microsoft, Nvidia, Cisco But Sees Holiday Demand Crash Risk

Chinese fintech giant Ant Group disclosed on Monday that it invested a record 23.45 billion yuan ($3.26 billion) in research and development during 2024, marking the fourth consecutive year of increased R&amp;D spending since 2021.
What Happened: The Alibaba Group Holding Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) affiliate revealed the figures in its 2024 sustainability report, according to Reuters, highlighting its commitment to technology advancement amid China&#8217;s artificial intelligence boom.
Ant Group, formerly known as Ant Financial, operates China&#8217;s dominant mobile payments platform, Alipay, and has been rebuilding its operations following regulatory setbacks that derailed its 2020 initial public offering. Chinese regulators halted the company&#8217;s planned IPO at the last moment and imposed <a href="https://www.benzinga.com/25/05/45200539/alibabas-ant-group-eyes-hong-kong-ipo-for-ant-international-as-it-pushes-forward-with-fintech-growth">antitrust measures on domestic tech giants</a>.
The substantial R&amp;D investment comes as the parent company, Alibaba, <a href="https://www.benzinga.com/markets/tech/25/06/46069690/alibaba-accelerates-global-ai-push-targets-overseas-data-centers">accelerates its global AI expansion</a>. Alibaba has committed 380 billion yuan ($52 billion) over three years for cloud computing and AI infrastructure development. The company plans to extend its Qwen large language models to overseas data centers by 2025, operating 29 facilities globally, including two in the United States.
See Also: <a href="https://www.benzinga.com/news/politics/25/06/46159125/elon-musk-calls-trumps-megabill-political-suicide-says-it-is-utterly-insane-and-destructive-will-destroy-millions-of-jobs-in-america">Elon Musk Calls Trump&#8217;s Megabill &#8216;Political Suicide,&#8217; Says &#8216;It Is Utterly Insane and Destructive,&#8217; Will &#8216;Destroy Millions of Jobs in America&#8217;</a>
Why It Matters: Recent partnerships with Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Siemens AG (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SIEGY#OTC">SIEGY</a>), and Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) underscore Alibaba&#8217;s <a href="https://www.benzinga.com/markets/tech/25/06/45975004/alibaba-updates-llms-to-power-ai-on-apple-devices-in-china">strategic AI positioning</a>. Benchmark analyst Fawne Jiang identified Alibaba as &#8220;a leading beneficiary of accelerated AI adoption in China.&#8221;
Ant Group has explored listing its Singapore-registered overseas arm, Ant International, on the Hong Kong stock exchange as it seeks growth opportunities beyond mainland China. The company <a href="https://www.benzinga.com/25/05/45200539/alibabas-ant-group-eyes-hong-kong-ipo-for-ant-international-as-it-pushes-forward-with-fintech-growth">reported 100 million users</a> for its tap-and-pay service launched in June 2024.
Alibaba shares have surged over 58.05% in the past 12 months as investors recognize the company&#8217;s AI potential amid U.S.-China <a href="https://www.benzinga.com/markets/macro-economic-events/25/06/46113383/us-china-trade-deal-could-be-finalized-next-week-says-harvard-scholar-they-are-going-to-stabilize-this">trade relations prospects</a>.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/06/46161059/apple-has-the-potential-to-crush-metas-ray-ban-smart-glasses-says-ming-chi-kuo-but-the-tech-giant-has-been-surprisingly-slow">Apple Has the Potential To Crush Meta&#8217;s Ray-Ban Smart Glasses, Says Ming-Chi Kuo, But The Tech Giant Has Been &#8216;Surprisingly Slow&#8217;</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: THINK A / Shutterstock.com

BABA

SIEGY

China's Ant Group Boosts R&D Spending To Record $3.26 Billion In 2024 Amid AI Push

This week told a familiar story with fresh twists—inflation isn't backing down, and global tensions are once <a target="_blank" href="https://www.benzinga.com/topic/macro-economic-events#more-news" rel="noreferrer noopener">again steering the market mood</a>.
The latest data showed that the Personal Consumption Expenditures, or PCE price index, rose 2.3% in May from a year earlier, slightly up from April&#8217;s 2.2%, snapping <a target="_blank" href="https://www.benzinga.com/markets/economic-data/25/06/46137796/inflation-is-heating-up-again-are-tariffs-to-blame" rel="noreferrer noopener">a two-month cooling trend</a>.
While the monthly increase stayed steady at 0.1%, concerns grew that rising tariffs on foreign goods could soon hit U.S. consumers harder.
The economic unease was only amplified on Friday, when President Donald Trump abruptly <a target="_blank" href="https://www.benzinga.com/news/politics/25/06/46150909/trump-canada-tariffs-dollar-deal" rel="noreferrer noopener">called off all trade talks with Canada</a>.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/commodities/25/06/45930878/canada-risks-losing-billions-annually-without-critical-minerals-action" rel="noreferrer noopener">Canada Risks Losing $8.7B Annually Without Critical Minerals Action</a>
His move came in response to Canada&#8217;s newly introduced Digital Services Tax, which he slammed as a direct attack on American tech companies. Declaring retaliation was imminent, Trump promised to announce new tariffs on Canadian goods within a week—sending markets tumbling and investors rushing for cover.
Amid the macroeconomic jitters and geopolitical headlines, several companies delivered key corporate updates and earnings results that <a target="_blank" href="https://www.benzinga.com/markets" rel="noreferrer noopener">kept investors tuned in</a>.
Earnings Results
FactSet Research Systems Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NYSE">FDS</a>) reported quarterly sales of $585.52 million, surpassing&nbsp;analyst expectations&nbsp;of $580.50 million and representing a <a target="_blank" href="https://www.benzinga.com/markets/earnings/25/06/46053063/factset-reports-q3-revenue-beat-client-growth-leadership-shift-with-jpmorgan-hire" rel="noreferrer noopener">5.9% year-over-year gain.</a>
FactSet announced that&nbsp;Phil Snow will retire as CEO and a member of the Board, effective early September 2025.&nbsp;
Technology
NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) &nbsp;leaped over Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) to become the most valuable company in the world on Thursday, with a <a target="_blank" href="https://www.benzinga.com/etfs/sector-etfs/25/06/46151686/nvidia-just-became-the-worlds-most-valuable-stock-is-it-time-for-a-semiconductor-etf-rethink" rel="noreferrer noopener">market capitalization crossing $3.7 trillion. </a>But as the chipmaker solidifies its position as the foundation of the AI era, one segment of Wall Street is somewhat lagging behind —&nbsp;<a target="_blank" href="https://www.benzinga.com/etfs" rel="noreferrer noopener">semiconductor ETFs</a>.
Microsoft postponed the commercialization of its in-house next-gen&nbsp;artificial intelligence chip, Maia (code-named Braga), by at least six months from 2025 to 2026 due to unexpected changes to its <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46149318/microsofts-next-gen-ai-chip-still-lags-nvidias-blackwell-postpones-launch" rel="noreferrer noopener">design and staffing constraints.</a>
Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) has been dealt a legal blow in Japan as a court has ruled that the company infringed on patents held by&nbsp;Pantech, resulting in a ban on the sale of its&nbsp;Pixel 7&nbsp;series smartphones.
Alphabet Inc.&nbsp;has appointed&nbsp;Kobi Bar-Nathan&nbsp;as the new finance chief for its rapidly expanding&nbsp;Google Cloud division. He commenced his role in June 2025, bringing&nbsp;extensive experience&nbsp;from key finance leadership positions at <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46134725/google-cloud-hires-former-oracle-cfo-as-ai-race-heats-up" rel="noreferrer noopener">Oracle Cloud and Microsoft Cloud.</a>
Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)&nbsp;is making a return to high-budget theatrical releases with the opening of its racing drama &#8220;F1&#8221;&nbsp;on Friday. The film&#8217;s reported $300 million budget highlights both the company&#8217;s determination to make a mark in Hollywood and the persistent financial <a target="_blank" href="https://www.benzinga.com/markets/large-cap/25/06/46142591/apples-f1-movie-burns-300-million-still-waiting-on-a-profit" rel="noreferrer noopener">challenges it&nbsp;faces in this arena.&nbsp;</a>
Artificial Intelligence (AI)
Softbank Group Corp (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBY#OTC">SFTBY</a>) CEO&nbsp;Masayoshi Son&nbsp;said that he plans to position the company as the&nbsp;leading platform provider&nbsp;in the artificial super intelligence (ASI) sector within the next decade, aiming to rival major tech firms like&nbsp;Microsoft Corp., Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and&nbsp;<a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46134697/softbanks-masayoshi-son-sets-sights-on-artificial-super-intelligence-domination-with-bets-on-openai-and-ampere-im-all-in" rel="noreferrer noopener">Alphabet Inc.&#8217;s</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46134697/softbanks-masayoshi-son-sets-sights-on-artificial-super-intelligence-domination-with-bets-on-openai-and-ampere-im-all-in" rel="noreferrer noopener">&nbsp;</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46134697/softbanks-masayoshi-son-sets-sights-on-artificial-super-intelligence-domination-with-bets-on-openai-and-ampere-im-all-in" rel="noreferrer noopener">Google</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46134697/softbanks-masayoshi-son-sets-sights-on-artificial-super-intelligence-domination-with-bets-on-openai-and-ampere-im-all-in" rel="noreferrer noopener">.</a>
Apple&#8217;s Siri&nbsp;is far behind&nbsp;OpenAI&#8217;s ChatGPT, according to a comparison conducted by&nbsp;Deepwater Asset Management, receiving an &#8220;F&#8221; while ChatGPT<a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46156830/siri-gets-f-while-openais-chatgpt-scores-an-a-gene-munster-says-heres-what-apple-needs-to-fix-before-2026-launch-to-stay-relevant-in-ai" rel="noreferrer noopener"> has scored an &#8220;A.&#8221;</a>
Automobiles
Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) has revealed that it pumped nearly $10 billion into its U.S. operations&nbsp;during the last fiscal year and plans to allocate<a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46046720/tesla-doubles-down-on-us-elon-musk-plans-another-8-billion-investment-after-spending-nearly-10-billion-in-2024" rel="noreferrer noopener"> an additional $8 billion this year.</a>
Ford Motor Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>):&nbsp;CEO&nbsp;Jim Farley&nbsp;voiced skepticism about&nbsp;Tesla&#8217;s autonomous driving strategy, underscoring the necessity of <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46156654/ford-ceo-jim-farley-believes-waymos-approach-makes-more-sense-than-elon-musk-led-teslas-when-you-have-a-brand-like-ford-you-have-to-be-really-careful" rel="noreferrer noopener">consumer trust and prudence</a>.
Xiaomi Corp. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACY#OTC">XIACY</a>)&nbsp;unveiled the company&#8217;s first all-electric SUV, the YU7, <a target="_blank" href="https://www.benzinga.com/markets/asia/25/06/46132552/telsla-model-y-rival-xiaomi-yu7-suv-receives-nearly-300000-orders-in-1-hour-in-china" rel="noreferrer noopener">as a rival to&nbsp;</a><a target="_blank" href="https://www.benzinga.com/markets/asia/25/06/46132552/telsla-model-y-rival-xiaomi-yu7-suv-receives-nearly-300000-orders-in-1-hour-in-china" rel="noreferrer noopener">Tesla.</a>
General Motors Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) has issued a recall for over 62,468 vehicles in the U.S. over <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46111407/general-motors-recalls-over-62000-vehicles-for-brake-issue-that-could-potentially-result-in-a-fire-report" rel="noreferrer noopener">a brake pressure sensor issue.</a>
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/06/46125266/thank-you-elon-musks-longtime-aide-reportedly-fired-days-after-public-praise">&#8216;Thank You, Elon:&#8217; Musk&#8217;s Longtime Aide Reportedly Fired Days After Public Praise</a></li>
</ul>

General

GOOG

GOOGL

SFTBY

TSLA

XIACY

Consumer Tech News (June 23–June 27): Inflation Stirs, Trade Tensions Flare, And Big Tech Makes Big Moves

The past week has been a rollercoaster ride for Wall Street, with unexpected turns in trade negotiations, surprising oil market reactions, and tech giants reaching new heights.
Here&#8217;s a quick recap of the top stories that kept the financial world buzzing over the weekend.
Trump&#8217;s Trade Turnaround
In a shocking move, President Donald Trump abruptly halted all trade negotiations with Canada, sending Wall Street into a frenzy. The President announced on Truth Social that Canada&#8217;s new Digital Services Tax on American tech companies was &#8220;a direct and blatant attack on our Country.&#8221; This sudden reversal sent investors scurrying from risk assets, dampening the earlier optimism.
<a href="https://www.benzinga.com/news/politics/25/06/46150909/trump-canada-tariffs-dollar-deal">Read the full article here.</a>
Oil Market Defies Expectations
Contrary to predictions, oil markets crashed by over 7% to $68 a barrel, even as Iran launched missiles at U.S. military installations in Qatar. Instead of triggering a surge in crude prices, the attack seemed to confirm market expectations of a controlled response rather than the onset of a full-blown war.
<a href="https://www.benzinga.com/markets/commodities/25/06/46061928/iran-oil-attack-us-qatar-trump-negotiation">Read the full article here.</a>
See Also: <a href="https://www.benzinga.com/markets/commodities/25/06/46120819/platinum-miners-forecasts-stocks" target="_blank" rel="noreferrer noopener">Platinum's Biggest Rally In 40 Years: These 6 Mining Stocks Could Be Top Gainers</a>
Recession Risks Rise
The Conference Board Leading Economic Index fell 0.1% month-over-month in May, marking its sixth consecutive monthly decline. This signals an increasing risk of recession for the U.S. economy, with the index declining in 37 of the last 39 months, one of the worst streaks since 1960.
<a href="https://www.benzinga.com/markets/economic-data/25/06/46088021/us-recession-risk-rises-as-leading-economic-index-falls-again-in-may-37-declines-in-39-mont">Read the full article here.</a>
Dollar&#8217;s Worst Slide in Decades
The first five months of Donald Trump&#8217;s presidency have seen one of the steepest collapses in the U.S. dollar in over three decades. Economic contraction, surging deficits, and political friction with the Federal Reserve have all contributed to the greenback&#8217;s decline.
<a href="https://www.benzinga.com/markets/economic-data/25/06/46146713/trump-dollar-outlook-tariffs-debt">Read the full article here.</a>
Nvidia&#8217;s Rise to the Top
Wall Street returned to record highs at the end of June, with both the S&amp;P 500 and Nasdaq 100 breaking above their February peaks. Amidst this, Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) became the most valuable company as investor sentiment turned positive and geopolitical and trade risks eased.
<a href="https://www.benzinga.com/markets/equities/25/06/46152595/wall-street-soars-to-record-highs-nvidia-becomes-worlds-most-valuable-company-this-week-in-markets">Read the full article here.</a>
Read Next:
<ul class="wp-block-list">
<li><a href="https://benzinga.com/25/05/45687917/nouriel-roubini-market-discipline-is-key-to-constrain-trumps-worst-instinctspredicts-market-blowback-or-gop-defeat-in-2026" target="_blank" rel="noreferrer noopener">&#8216;Dr Doom&#8217; Nouriel Roubini Says &#8216;Market Discipline&#8217; The Key To Restrain Trump&#8217;s Worst Instincts — Predicts Market Blowback Or Republican Defeat In 2026 Midterms</a></li>
</ul>
Photo courtesy: Shutterstock
This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/author/ananya-gairola" target="_blank" rel="noreferrer noopener">Ananya Gairola</a>

Economics

Trump's Canada Trade Flip, Oil Market Shock And Nvidia's Rise To The Top: This Week In Economy

Celebrity investor <a href="https://www.benzinga.com/news/topics/25/06/46064693/is-ai-going-to-replace-ceos-or-just-make-them-10-times-richer-kevin-oleary-says-itll-make-everyone-richer-if-they-learn-how-to-use-it">Kevin O'Leary</a> says the window to buy TikTok with its current Chinese-owned algorithm has officially closed. As a new 90-day deadline ticks down, O'Leary is sounding the alarm: TikTok's future in the U.S. hangs in the balance, and at the heart of it is a much bigger issue — who truly owns your personal data?
<h2 class="wp-block-heading">Why the Sale Keeps Getting Delayed</h2>
TikTok's Chinese parent company, ByteDance, is under pressure from a U.S. law enacted last year that requires it to sell its TikTok assets in the U.S. or face a nationwide ban. The law was upheld by the Supreme Court, but enforcement has been repeatedly delayed. Most recently, President Donald Trump granted a <a href="https://www.benzinga.com/markets/tech/25/06/45988862/trump-extends-tiktok-divestment-deadline-again-says-xi-will-ultimately-approve-the-deal-amid-stalled-us-spinoff-talks">90-day extension</a> until September, marking the third postponement.
Don't Miss:
<ul class="wp-block-list">
<li>Peter Thiel turned $1,700 into $5 billion—now accredited investors are eyeing this software company with similar breakout potential. Learn how you can <a href="https://www.benzinga.com/money/how-peter-thiel-turned-his-roth-ira-into-5-billion-and-why-accredited-investors-are-now-eyeing-this-smartphone-disruptor">invest with $1,000 at just $0.30/share.</a></li>
<li>Invest early in CancerVax's breakthrough tech aiming to disrupt a $231B market. <a href="https://www.benzinga.com/money/this-company-may-have-found-a-way-to-treat-cancer-by-tricking-the-bodys-immune-system-and-early-studies-show-some-promise-find-out-how-you-can-invest-in-the-future-of-cancer-treatment">Back a bold new approach to cancer treatment with high-growth potential.</a></li>
</ul>
While TikTok has continued to operate, critics say these delays are avoiding a key national security concern: the possibility that the Chinese government could access American user data. Beijing denies this, but many U.S. lawmakers remain skeptical.
<h2 class="wp-block-heading">O'Leary: "The Deal Is Dead"</h2>
According to O'Leary, a new sale involving TikTok's existing algorithm is no longer on the table. "We know that we can&#8217;t buy the algorithm," he said in a video he <a href="https://x.com/kevinolearytv/status/1936233691967054333">posted to X</a>. "So we're gonna have to rewrite this whole thing."
O'Leary is part of a group led by billionaire Frank McCourt and Reddit co-founder Alexis Ohanian proposing a new version of TikTok — one without Chinese-owned code. Their goal? Create a U.S.-based platform that puts data ownership in the hands of users, not corporations.
The alternative, O'Leary warns, is a legal minefield. "Every mothers' group and state attorney general is suing social media," he said. "All stemming from the fact that the platform owns the data and the customer doesn&#8217;t."
Trending: Tired of Grid Failures and Charging Deserts? This Startup Has a Solar Fix and $25M+ in Sales — <a href="https://www.benzinga.com/money/meet-the-company-seeking-to-give-americans-energy-independence-and-learn-how-you-can-become-an-early-investor">Now Raising at $3/Share</a>
<h2 class="wp-block-heading">"Chinese Honey" and the Battle Over AI Chips</h2>
O'Leary also tied the TikTok debate to the broader issue of U.S. technology exports, especially AI chips made by companies like Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>).
He used a bee analogy to explain: The chip is the queen bee, and software developers are the honeybees building AI — or "honey" — on that chip. O'Leary argued there will soon be only two types of AI: "American honey" and "Chinese honey."
"If you want the world running on Chinese honey, stop shipping American queen bee chips," he said. His point: limiting chip exports could backfire by encouraging foreign adversaries to build their own alternatives — like TikTok.
See Also: Maximize saving for your retirement and cut down on taxes: <a href="https://www.benzinga.com/money/wideradvisor-retirement-planning">Schedule your free call with a financial advisor to start your financial journey – no cost, no obligation</a>.&nbsp;
<h2 class="wp-block-heading">A Legal Deadline With Real Consequences</h2>
Unless Congress acts or a new buyer is found, TikTok could be pulled from U.S. app stores after the September deadline. O'Leary believes this is likely the "last extension."
As lawmakers debate national security, <a href="https://www.benzinga.com/markets/25/06/45922827/the-dollar-is-crumbling-and-hedge-fund-analyst-says-a-new-global-trade-is-brewing">global trade</a>, and personal privacy, the clock keeps ticking.
One thing is clear: TikTok's fate is tied not just to politics, but to a fundamental question about the future of the internet — who controls the data, and who gets to decide?
Read Next: <a href="https://www.benzinga.com/money/are-you-rich">Are you rich?</a> Here&#8217;s what Americans think you need to be considered wealthy.

Kevin O'Leary Says TikTok Deal Is Dead — And U.S. Law Must Finally Decide Who Owns Your Data

Benzinga examined the prospects for <a href="http://www.benzinga.com/trading-ideas" target="_blank" rel="noreferrer noopener">many investors' favorite stocks</a> over the last week — here's a look at some of our top stories.
Wall Street surged this week as easing geopolitics and a potential pause in U.S.-China tariffs lifted sentiment. The S&amp;P 500 and Nasdaq hit record highs, boosted significantly by Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), whose stock jumped by about 10% to record its highest valuation — $3.8 trillion — overtaking Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) as the world's most valuable company
The tech rally reflected strong earnings from Nvidia's AI-centric chip business and supplier Micron (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), while broader market gains were bolstered by renewed risk appetite in equities.
Next week, investors will track the June jobs report, rhetoric on tariffs — including the July 8 "Liberation Day" deadline — and upcoming July 4 tax‑and‑spending legislative actions that could influence rates and yields.
Benzinga provides daily reports on the stocks most popular with investors. Here are a few of this past week's most bullish and bearish posts that are worth another look.

The Bulls
<a href="https://www.benzinga.com/markets/tech/25/06/46081553/nvidias-jensen-huang-sparks-quantum-stock-frenzy">"Nvidia's Big Moment Is Back—Stock Soared 500% The Last Time This Happened"</a>, by Piero Cingari, reports that Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) is forming a bullish golden cross — a 50-day moving average crossing above the 200‑day — after recovering from earlier tariff-induced weakness, which historically has preceded massive rallies, with gains as high as 800%, fueled by easing U.S.-China trade tensions and strong earnings.
<a href="https://www.benzinga.com/markets/earnings/25/06/46104401/micron-q3-earnings-revenue-eps-beat-estimates-data-center-revenue-guidance-ai-demand">"Micron Q3 earnings: Revenue, EPS beat estimates as data center revenue doubles, strong guidance on rising AI‑driven demand"</a>, by Adam Eckert, reports that Micron Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>) delivered a strong Q3 with $9.3 billion in revenue (beating $8.87 billion estimates) and $1.91 adjusted EPS (versus $1.60 expected); data-center revenue more than doubled, and the company forecast Q4 revenue of $10.7 billion and EPS of $2.50 amid surging AI memory demand.
<a href="https://www.benzinga.com/trading-ideas/movers/25/06/46098312/palantir-stock-hits-all-time-high-whats-going-on">"Palantir stock hits all‑time high: what's going on?"</a>, by Adam Eckert, reports that Palantir Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>) shares reached record highs — up roughly 500% over the past year and 93% year-to-date — driven by strong momentum (Benzinga Pro momentum score of 99), surging AI and government contracts including a $795 million U.S. Army deal, and positive Wall Street sentiment such as Loop Capital's raised price target.
For additional bullish calls of the past week, check out the following:
<a href="https://www.benzinga.com/markets/earnings/25/06/46084802/blackberry-stock-climbs-after-better-than-expected-q1-report-details">BlackBerry Stock Climbs After Better-Than-Expected Q1 Report: Details</a>
<a href="https://www.benzinga.com/markets/commodities/25/06/46120819/platinum-miners-forecasts-stocks">Platinum's Biggest Rally In 40 Years: These 6 Mining Stocks Could Be Top Gainers</a>
<a href="https://www.benzinga.com/trading-ideas/movers/25/06/46129177/pony-ai-stock-pops-on-report-uber-is-in-talks-with-travis-kalanick-to-invest-in-potential-deal">Pony AI Stock Pops On Report Uber Is In Talks With Travis Kalanick To Invest In Potential Deal</a>

The Bears
<a href="https://www.benzinga.com/trading-ideas/technicals/25/06/46080036/hims-crashes-on-novo-glp-1-fallout-buy-the-dip-or-bail">"HIMS crashes on Novo GLP‑1 fallout: buy‑the‑dip or bail?"</a>, by Surbhi Jain, reports that Hims &amp; Hers Health Inc. (NYSE: HIMS) shares plunged 34% after Novo Nordisk (NYSE: NVO) ended their partnership over claims of unapproved Wegovy compounding, with analysts warning that legal risk and lofty valuation may outweigh oversold technicals.
<a href="https://www.benzinga.com/news/health-care/25/06/46116103/altimmune-stock-sinks-after-mid-stage-data-from-fatty-liver-candidate">"Altimmune stock sinks after mid‑stage data from fatty liver candidate"</a>, by Vandana Singh, reports that Altimmune Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALT#NASDAQ">ALT</a>) shares plunged after its Phase 2b trial showed pemvidutide resolved MASH in over half of treated patients (59.1% at 1.2 mg and 52.1% at 1.8 mg) with significant liver‑fat reduction, but missed the fibrosis endpoint — prompting broad investor concern.
<a href="https://www.benzinga.com/news/space/25/06/46055895/ast-spacemobile-stock-downgraded-rocket-lab-prepares-electron-launch-space-stock-countdown">"AST SpaceMobile stock downgraded, Rocket Lab prepares Electron launch: Space stock countdown"</a>, by Erica Kollmann, reports that AST SpaceMobile Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASTS#NASDAQ">ASTS</a>) was downgraded by Scotiabank to Sector Perform with a $45.40 target, even as Rocket Lab Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RKLB#NASDAQ">RKLB</a>) gears up for another Electron launch — factors highlighting heightened volatility in space stocks.
For more bearish takes, be sure to see these posts:
<a href="https://www.benzinga.com/markets/earnings/25/06/46083155/aerovironment-stock-sinks-despite-better-than-expected-q4-report-heres-why">AeroVironment Stock Sinks Despite Better-Than-Expected Q4 Report: Here's Why</a>
<a href="https://www.benzinga.com/markets/earnings/25/06/46128371/concentrix-stock-slips-after-mixed-q2-results-details">Concentrix Stock Slips After Mixed Q2 Results: Details</a>
<a href="https://www.benzinga.com/trading-ideas/movers/25/06/46118143/unity-software-stock-is-sliding-today-whats-going-on">Unity Software Stock Is Sliding Today: What's Going On?</a>

Keep up with all the latest breaking news and trading ideas by following <a href="https://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener">Benzinga</a><a href="http://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener"> on X</a>.
Image created using artificial intelligence via Midjourney.

ASTS

AVAV

CNXC

Hims & Hers Health, Inc. Class A Common Stock

HIMS

PONY

RKLB

Benzinga Bulls And Bears: Nvidia, Micron, HIMS — And Markets Soar On Mideast And Tariff Relief

Snowcap Compute, a semiconductor startup developing superconducting AI chips, <a href="https://www.businesswire.com/news/home/20250623688438/en/Snowcap-Compute-Launches-with-%2423-Million-Led-by-Playground-Global-to-Power-the-Next-Era-of-AI-and-Quantum-Compute">announced</a> a $23 million seed round on Monday. According to <a href="https://www.reuters.com/business/snowcap-compute-raises-23-million-superconducting-ai-chips-2025-06-23/">Reuters</a>, the company is backed by Playground Global and led by former Intel CEO Pat Gelsinger, who will also serve as board chair.
The funding round also included Cambium Capital and Vsquared Ventures.
The startup aims to create high-performance computing platforms that require significantly less power than current-generation chips. Snowcap said its superconducting architecture will deliver 25 times better performance per watt compared to existing AI systems.
Don't Miss:
<ul class="wp-block-list">
<li>Peter Thiel turned $1,700 into $5 billion—now accredited investors are eyeing this software company with similar breakout potential. Learn how you can <a href="https://www.benzinga.com/money/how-peter-thiel-turned-his-roth-ira-into-5-billion-and-why-accredited-investors-are-now-eyeing-this-smartphone-disruptor">invest with $1,000 at just $0.30/share.</a></li>
<li>Invest early in CancerVax's breakthrough tech aiming to disrupt a $231B market. <a href="https://www.benzinga.com/money/this-company-may-have-found-a-way-to-treat-cancer-by-tricking-the-bodys-immune-system-and-early-studies-show-some-promise-find-out-how-you-can-invest-in-the-future-of-cancer-treatment">Back a bold new approach to cancer treatment with high-growth potential.</a></li>
</ul>
<h2 class="wp-block-heading">Aiming for Radical Gains in AI and Quantum Computing</h2>
Snowcap Compute's superconducting chips are designed to operate with zero electrical resistance and require cryogenic cooling to function, according to Reuters. The company said the chips are being developed to reduce electricity consumption in artificial intelligence computing, a sector facing increasing energy demands.
Nvidia&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) upcoming Rubin Ultra server, expected in 2027, is projected to consume around 600 kilowatts of power—about two-thirds of the monthly electricity use of a typical U.S. household, Reuters reported.
Snowcap CEO Michael Lafferty, formerly with Cadence Design Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CDNS#NASDAQ">CDNS</a>), told Reuters that the performance-to-power ratio of Snowcap's architecture justifies the energy spent on cooling. "We're pushing the performance level way up and pulling the power down at the same time," he said.
Snowcap plans to release a basic chip by the end of 2026. Full system deployments will follow at a later stage. The chips will be manufactured in a conventional factory using niobium titanium nitride sourced from Brazil and Canada, Reuters reported.
Trending: GoSun's Breakthrough Rooftop EV Charger Already Has 2,000+ Units Reserved — <a href="https://www.benzinga.com/money/meet-the-company-seeking-to-give-americans-energy-independence-and-learn-how-you-can-become-an-early-investor">Become an Investor in This $41.3M Clean Energy Brand Today</a>
<h2 class="wp-block-heading">Gelsinger: Compute Needs a &#8216;Sharp Break&#8217; From Today's Power Demands</h2>
Gelsinger, who <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/12/42275410/intel-ceo-pat-gelsinger-forced-out-by-board-analysts-cheer-potential-strategy-shift-this-move-opens-the-door">stepped down as Intel CEO</a> in December, said the industry must rethink its reliance on increasingly power-hungry chips. "A lot of data centers today are just being limited by power availability," he told Reuters.
In a LinkedIn <a href="https://www.linkedin.com/posts/patgelsinger_snowcap-compute-raises-23-million-for-superconducting-activity-7342929937462435840-U2DE/">post</a>, Gelsinger described Snowcap as "the first commercially viable superconducting compute platform," and said it delivers performance and efficiency gains across classical, AI, and quantum workloads. He called it his first public investment as general partner at Playground Global and said the company's technology could address compute bottlenecks and "push the boundaries of what is possible with silicon."
See Also: Maximize saving for your retirement and cut down on taxes: <a href="https://www.benzinga.com/money/wideradvisor-retirement-planning">Schedule your free call with a financial advisor to start your financial journey – no cost, no obligation</a>.&nbsp;
<h2 class="wp-block-heading">Team Includes Veterans From Nvidia, Northrop Grumman, and Google</h2>
Snowcap's founding team includes superconducting researchers Anna Herr and Quentin Herr, who previously worked at chip research firm Imed and defense contractor Northrop Grumman Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOC#NYSE">NOC</a>). The team also includes former executives from Nvidia and Alphabet Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>, GOOGL)) Google unit.
According to Snowcap, its architecture is engineered for high-performance AI inference and training, quantum-classical hybrid workloads, and low-latency systems.
<h2 class="wp-block-heading">Snowcap Joins Broader Push to Rethink Post-CMOS Era</h2>
Founded in 2024, Snowcap enters a growing field of startups pursuing alternatives to conventional complementary metal-oxide-semiconductor-based processors.&nbsp;
The company said its superconducting logic offers "orders-of-magnitude gains in processing speed and efficiency" and aims to support emerging compute workloads spanning AI, high-performance computing, and quantum workflows.
Read Next: <a href="https://www.benzinga.com/money/are-you-rich">Are you rich?</a> Here&#8217;s what Americans think you need to be considered wealthy.

CDNS

From Power-Hungry AI to Energy Saver: Snowcap's $23M Move to Revolutionize Computing

<a href="https://www.theinformation.com/articles/google-convinces-openai-use-tpu-chips-win-nvidia" title="https://www.theinformation.com/articles/google-convinces-openai-use-tpu-chips-win-nvidia">https://www.theinformation.com/articles/google-convinces-openai-use-tpu-chips-win-nvidia</a>

'Google Convinces OpenAI To Use TPU Chips In Win Against Nvidia' - The Information

Wall Street returned to record highs at the end of June, with both the S&amp;P 500 and Nasdaq 100 breaking above their February peaks, capping a powerful rebound from <a href="https://www.benzinga.com/markets/economic-data/25/06/46124290/sp-500-hits-record-highs-and-history-says-the-best-is-yet-to-come">April's tariff-driven lows.</a>
Investor sentiment turned positive as geopolitical and trade risks eased. Oil prices slumped $12 to $65 after a symbolic Iranian strike on a U.S. base in Qatar failed <a href="https://www.benzinga.com/markets/25/06/46101460/oil-was-supposed-to-soar-on-iran-strikes-it-just-crashed-instead">to escalate tensions further. </a>
President Donald Trump announced that a ceasefire between Israel and Iran had been established, effectively ending the 12-day conflict.
During his two-day testimony before Congress, Federal Reserve Chair Jerome Powell said this year's tariff hikes are likely to raise prices and weigh on the economy, warranting caution <a href="https://www.benzinga.com/markets/economic-data/25/06/46077396/powell-interest-rates-trump-inflation-tariffs">on interest rate cuts.</a>
Powell's neutral tone sparked renewed friction with President Trump, who continues to criticize the Fed chair and fuel speculation over a possible leadership change when Powell's term <a href="https://www.benzinga.com/news/25/06/46115346/trump-powell-fed-chairman-odds-dollar">ends in May 2026</a>.
Markets now anticipate that Trump's influence could lead to a more dovish pivot at the central bank. Traders are pricing in two rate cuts before year-end and persistent dollar weakness, with the U.S. Dollar Index falling to levels last seen in February 2022—before Russia's invasion of Ukraine—and heading for its worst <a href="https://www.benzinga.com/markets/economic-data/25/06/46146713/trump-dollar-outlook-tariffs-debt">half-year since 1991.</a>
The stock rally gained momentum at the end of the week as Commerce Secretary Howard Lutnick said the U.S. reached a trade agreement with China. Officials also signaled progress in trade talks with at least 10 other countries, suggesting a softening stance from the White House toward protectionist policies.
In corporate news, Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) surged to new record highs, reaching a market <a href="https://www.benzinga.com/content/46149573/nvidias-stock-price-hits-new-highs-this-is-whats-next">capitalization of $3.85 trillion. </a>
The AI-chip giant reclaimed the title of the world's most valuable publicly traded company, overtaking Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) once again amid continued dominance in the AI chip market. 
On Friday, Trump announced an abrupt halt to all trade negotiations with Canada, a key U.S. trading partner, due to a Digital Services Tax on U.S. corporations. The move halted the market&#8217;s strong gains during the session and raised investor anxiety ahead of July&#8217;s 9 tariff deadline.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/politics/25/06/46150909/trump-canada-tariffs-dollar-deal">Trump Flips On Canada Trade Deal, Sending Shivers Through Wall Street</a> </li>
</ul>
Image created using artificial intelligence via Midjourney.

Government

Macro Economic Events

Regulations

Federal Reserve

Wall Street Soars To Record Highs, Nvidia Becomes World's Most Valuable Company: This Week In Markets

Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) just did the unimaginable: it leaped over Microsoft to become the most valuable company in the world on Thursday, with a market capitalization crossing $3.7 trillion. But as the chipmaker solidifies its position as the foundation of the AI era, one segment of Wall Street is somewhat lagging behind — <a href="https://www.benzinga.com/etfs">semiconductor ETFs</a>.
Despite Nvidia&#8217;s historical rise, some of the largest ETFs that follow the semiconductor space are still predominantly weighted toward legacy chipmakers —companies that dominated the PC and mobile era, but whose trajectories are now threatened by the AI revolution.
Also Read: <a href="https://www.benzinga.com/etfs/sector-etfs/25/05/45574690/nvidia-amd-and-the-ai-arms-race-3-explosive-etfs-to-watch-right-now">Nvidia, AMD And The AI Arms Race: 3 Explosive ETFs To Watch Right Now</a>
<h2 class="wp-block-heading">Not All Chip ETFs Are Built For The AI Race</h2>
Take a look at the two heavyweights: the VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>) and the iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>). Both have seen strong returns, thanks in large part to Nvidia's outperformance, but scratch beneath the surface, and you'll notice they still allocate sizable weight to companies like Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), Texas Instruments (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>), and Qualcomm (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), which haven't benefited nearly as much from the AI arms race.
SMH, for example, has Nvidia at about 20.5%, and Intel continues to hold on to a healthy 3.7% of the portfolio in spite of its failure to gain ground in the GPU segment. SOXX&#8217;s own positioning is similarly slanted — Nvidia is a top holding, but legacy companies comprise a bigger-than-anticipated portion of the roster.
<h2 class="wp-block-heading">AI Winners Vs. Legacy Players</h2>
Here&#8217;s the irony: Nvidia&#8217;s success is being fueled to a great extent by hyperscalers such as Microsoft, Amazon, Meta, and Alphabet — firms which are building out AI infrastructure at a very fast clip. That demand, in turn, is fueling interest in AI-focused semiconductors — GPUs, networking processors, model-training memory, optimized memory, and even the tailor-made AI chips manufactured by companies such as Broadcom and Marvell Technology.
But most broad semiconductor ETFs still portray an outdated vision of the industry, one still led by general-purpose computing and consumer hardware cycles, rather than AI computing.
<h2 class="wp-block-heading">The ETF Innovators Catching On</h2>
There are some ETFs that have turned. The Invesco PHLX Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXQ#NASDAQ">SOXQ</a>) and the SPDR S&amp;P Semiconductor ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XSD#NYSE">XSD</a>) do it differently. XSD is equal-weighted, reducing Nvidia&#8217;s weighting but offering a more equalized reflection of the sector, including newer or niche companies such as Ambarella (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMBA#NASDAQ">AMBA</a>) and Advanced Micro Devices&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), which are also being boosted by AI-related trends.
And then there are thematic ETFs such as the Roundhill Generative AI ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHAT#NYSE">CHAT</a>), not semiconductor pure plays, but more representative of next-generation AI infrastructure, including semis that actually underpin the boom.
<h2 class="wp-block-heading">The Concentration Conundrum</h2>
Nvidia&#8217;s ascent has also brought a novel challenge: the risk of concentration. SMH and SOXX each have more than one-fifth of their portfolios invested in a single stock, a fantastic ride on the way up, but potentially perilous if attitudes reverse.
That risk is aggravated by underperformance from other holdings. Intel, for example, has fallen about 27% in the past year. So while the front-page ETF returns appear solid, they&#8217;re disproportionately reliant on a single ticker.
<h2 class="wp-block-heading">Time For A Chip ETF Makeover?</h2>
Investors betting on the future of semiconductors might need to rethink their exposure. In an AI-dominated world, chipmakers are no longer a monolith, and ETFs that treat them as such may underdeliver.
As Nvidia continues to achieve milestones and propel the AI ecosystem forward, the question for ETF issuers is simple: Will they adapt for the AI age, or continue playing the greatest hits of the previous chip cycle?
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/etfs/new-etfs/25/06/46147754/goldman-just-launched-two-new-bond-etfs-heres-why-investors-should-pay-attention">Goldman Just Launched Two New Bond ETFs; Here&#8217;s Why Investors Should Pay Attention</a></li>
</ul>
Photo: Evolf on Shutterstock.com

AMBA

CHAT

LSCC

QCOM

SOXQ

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

Nvidia Just Became The World's Most Valuable Stock; Is It Time For A Semiconductor ETF Rethink?

Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) has acquired a <a target="_blank" href="https://www.benzinga.com/topic/nvidia" rel="noreferrer noopener">Canadian AI startup</a> CentML, for undisclosed financial terms. The news was <a target="_blank" href="https://thelogic.co/news/exclusive/centml-nvidia-acquisition-canada-ai/" rel="noreferrer noopener">reported</a> by Logic on Friday, citing unnamed sources familiar with the matter.
CentML specializes in&nbsp;optimizing AI, offering innovative solutions that significantly enhance efficiency and performance.
The U.S. chip giant tapped CentML CEO Gennady Pekhimenko as a senior director for AI software at Nvidia.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/06/45845825/ai-momentum-powers-nvidia-arm-and-chip-supply-chain-in-bofa-recap" rel="noreferrer noopener">AI Momentum Powers Nvidia, Arm And Chip Supply Chain In BofA Recap</a>
<h2 class="wp-block-heading">CentML Background</h2>
According to the <a target="_blank" href="https://x.com/cheatyyyy/status/1935321766077063282" rel="noreferrer noopener">company&#8217;s post</a> on X (formerly Twitter), CentML will cease operations, and its AI-optimization services will no longer be available as of July 17
Pekhimenko, a computer science associate professor at the University of Toronto, co-founded CentML in March 2022 with his doctoral students Wang and Anand Jayarajan.
CentML CTO Sam Wang and COO Akbar Nurlybayev also joined Nvidia. According to the report, in June, Nvidia also tapped at least 15 other engineers and two interns from CentML.
The startup had raised $30.9 million in total venture capital from backers. Nvidia had&nbsp;participated&nbsp;in the startup&#8217;s $27-million seed round in October 2023.
According to an October 2023 TechCrunch <a target="_blank" href="https://techcrunch.com/2023/10/25/centml-lands-27m-from-nvidia-others-to-make-ai-models-run-more-efficiently/" rel="noreferrer noopener">report</a>, CentML plans to optimize both model training and inference by running models after they&#8217;ve been trained.
As per the report, graphics processing units (GPUs) are also heavily used in inference today, and Pekhimenko noted them as a potential avenue of growth for the company.
<h2 class="wp-block-heading">Other AI Related Acquisitions</h2>
In March, Nvidia acquired&nbsp;Gretel, a <a target="_blank" href="https://www.benzinga.com/25/03/44414790/nvidia-acquires-synthetic-data-firm-gretel-to-train-ai-models-report" rel="noreferrer noopener">synthetic data startup</a>, for undisclosed terms. Founded in 2020, Gretel is the generative AI platform for creating synthetic text, tabular, and time series data.
Last December, Nvidia completed acquiring Israeli startup<a target="_blank" href="https://www.run.ai/blog/run-ai-joins-nvidia" rel="noreferrer noopener">&nbsp;</a>Run:ai, marking its <a target="_blank" href="https://www.benzinga.com/24/12/42728884/nvidia-gains-momentum-with-runai-deal-and-robotics-innovations" rel="noreferrer noopener">most significant in</a> Israel since its $6.9 billion Mellanox Technologies deal in 2020.
According to a <a target="_blank" href="https://tracxn.com/d/acquisitions/acquisitions-by-nvidia/__Rwvr9cCWEygAYAiBEK0RuL1AbkKNw9sBGPqMEY6zVh4" rel="noreferrer noopener">report by Tracxn</a>, NVIDIA has completed 26 acquisitions in over seven countries, most of them in Israel and the United States.
Almost nine companies acquired by the semiconductor giant are in the AI infrastructure and enterprise storage space.
<h2 class="wp-block-heading">Analyst Opinions</h2>
Barclays expects Nvidia, backed by its Blackwell AI platform, to hit a <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/45992099/nvidia-stock-could-rise-another-38-making-jensen-huang-led-ai-giant-a-nearly-5-trillion-company-says-barclays" rel="noreferrer noopener">market cap of</a> $5 trillion. The chip company is currently worth $3.8 billion.
Bank of America analyst Vivek Arya estimated that Nvidia <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45679551/bank-of-america-hikes-nvidia-price-target-to-180-sees-annual-earnings-per-share-to-hit-10" rel="noreferrer noopener">holds 80-85%</a> of the total market for AI data center chips. Nvidia&#8217;s Blackwell platform prompted Arya to raise his earnings forecast for the calendar year 2027 to $7.23 per share, which is up 12%.
He had projected long-term earnings power of $10 per share, driven by the company&#8217;s AI hardware moat.
Nvidia held $53.7 billion in cash and equivalents as of <a target="_blank" href="https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2026" rel="noreferrer noopener">April 27, 2025</a>.
Price Action: NVDA stock is up 0.84% at $156.32 at last check Friday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/06/46141985/metas-play-for-voice-ai-could-shake-up-the-competition" target="_blank" rel="noreferrer noopener">Meta&#8217;s Play For Voice AI Could Shake Up The Competition</a></li>
</ul>
Photo via Shutterstock

Media

Nvidia Is Acquiring Its Way Into AI

Microsoft Corp.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) postponed the commercialization of its in-house next-gen <a target="_blank" href="https://www.benzinga.com/topic/chip-stocks" rel="noreferrer noopener">artificial intelligence chip</a>, Maia (code-named Braga), by at least six months from 2025 to 2026 due to unexpected changes to its design and staffing constraints.
There were also concerns over the chip lagging behind Nvidia Corp.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) Blackwell chip that hit the market in 2024, Reuters reported on Friday, citing the Information.
Microsoft introduced the Maia chip in <a target="_blank" href="https://www.benzinga.com/markets/equities/23/11/35820417/cramer-says-microsoft-simply-cant-compete-with-nvidia-after-software-giant-launches-in-house-ai-" rel="noreferrer noopener">November 2023</a>, but unlike its competitors, the company has struggled to ramp up production.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46111075/microsofts-new-ai-lab-powers-wisconsin-manufacturing" rel="noreferrer noopener">Microsoft&#8217;s New AI Lab Powers Wisconsin Manufacturing</a>
Cloud rivals like Amazon.Com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) (with its <a target="_blank" href="https://www.benzinga.com/media/24/12/42356920/amazon-halts-inferentia-ai-chip-development-to-take-on-nvidia-how-trainium-is-shaping-up-to-be-the-new-weapon-in-ai-chip-wars" rel="noreferrer noopener">Trainium3</a> chip) and Alphabet Inc.&#8217;s Google (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (with its Tensor Processing Units) have made more significant strides in in-house chip development and deployment.
These advancements by rivals underscore the intense competition among tech giants to develop custom AI processors, aiming to optimize performance and reduce reliance on external suppliers like Nvidia, thereby reducing costs.
In 2024, Microsoft reportedly <a target="_blank" href="https://www.benzinga.com/tech/24/12/42547442/microsof-scoops-up-485000-nvidia-ai-chips-twice-as-many-as-its-closest-rival-meta-report" rel="noreferrer noopener">purchased close to</a> 485,000 Nvidia &#8220;Hopper&#8221; AI chips, beating Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), which procured 224,000&nbsp;chips.
For context on Nvidia&#8217;s dominant position and financial performance, the company reported <a target="_blank" href="https://www.benzinga.com/news/earnings/25/05/45657660/nvidia-q1-highlights-china-export-ban-hits-results-but-jensen-huang-says-demand-incredibly-strong" rel="noreferrer noopener">first-quarter revenue</a> of $44.1 billion, up 69% year-over-year and up 12% from the fourth quarter.
The revenue beat a Street consensus estimate of $43.2 billion. Nvidia faced an export ban on H20 products to China on April 9, prompting it to book a $4.5 billion charge in the first quarter.
Still, Nvidia guided for second-quarter revenue of $45.0 billion, +/- 2%. The guidance includes the loss of $8.0 billion in H20 revenue due to the export controls.
Barclays projected Nvidia to <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/45992099/nvidia-stock-could-rise-another-38-making-jensen-huang-led-ai-giant-a-nearly-5-trillion-company-says-barclays" rel="noreferrer noopener">reach a market cap</a> of $5 trillion backed by AI market leadership, growing opportunities in&nbsp;sovereign AI, and the Blackwell AI platform.
In June, Nvidia overtook Microsoft to become the world&#8217;s most valuable&nbsp;publicly traded&nbsp;company, with a market cap of $3.4 trillion.
Price Actions: MSFT stock is trading higher by 0.10% to $497.98 at last check Friday. NVDA is up 1.49%.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/25/06/46040754/amazons-powerful-aws-custom-chip-to-get-an-upgrade-why-is-it-important" target="_blank" rel="noreferrer noopener">Amazon&#8217;s Powerful AWS Custom Chip To Get An Upgrade &#8211; Why Is It Important?</a></li>
</ul>
Photo via Shutterstock

Microsoft's Next-Gen AI Chip Still Lags Nvidia's Blackwell, Postpones Launch

You may not have noticed, but on Sunday, June 22, the world of cars changed forever. 
That was when regular consumers for the first time got to take a $4.20-ride around Austin, Texas, in driverless taxis, courtesy of Tesla (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) and Elon Musk.
The <a href="https://www.benzinga.com/markets/tech/25/06/46045542/tesla-launches-robotaxi-in-austin-elon-musk-calls-it-a-culmination-of-a-decade-of-hard-work">robotaxi test</a> took place in a sectioned, geofenced area of Austin, with selected Tesla owners in the back seat, a Tesla employee on hand for emergencies in the front passenger seat, and no one physically behind the wheel.
By the end of the day, feedback began rolling in on social media, and it was overwhelmingly positive.
"We took two approximately 15-minute rides around Austin and the key takeaways are that it was a comfortable, safe, and personalized experience," <a href="https://www.benzinga.com/markets/tech/25/06/46049232/dan-ives-hails-very-impressive-robotaxi-ride-in-austin-predicts-55-upside-for-tesla-stock-as-golden-age-begins">noted</a> Dan Ives, a Wedbush analyst, in a research note released later in the day on June 22.  
"The robotaxis we experienced today were foundational, and there is a path for the future where these robotaxis may also have Grok integration, interior customization, and a much more user-centric focus as there&#8217;s no longer a need to focus on the driver experience," Ives added.
He&#8217;s not alone.
"Today transportation changed FOREVER!" said<a href="https://x.com/JoshWest247/status/1932618098777137590"> JoshWest247 on X</a>, after his test drive. "Robotaxi=FREEDOM!"
Amidst talk of the Tesla robotaxi adding $1 trillion in value to the company, plans are afoot to manage vehicle growth gradually, with 50 in operation by the fourth quarter of 2025 in Austin and 1,000-plus on the streets by year-end 2026. Tesla is also mapping out a California robotaxi expansion, targeting 2026, pending approval from the state. Over time, Tesla aims to replace Model Ys with its Cybercab robotaxi vehicle.
At first glance, the driverless future is golden, although there's plenty of highway miles ahead for industry leaders. At the very least, the Austin tests may serve as the launch point of a revolutionary new industry that changes everything we think we know about road transportation.
"Tesla's autonomous taxi test in Austin signals a very real shift toward mainstream adoption of robotaxis, not just a speculative future," said Kazimieras Urbonas, car analyst and supplier excellence manager at Ovoko, a technology-based auto parts company. "The major takeaway is that we're no longer just talking about autonomy, we're piloting it at scale. This shows growing maturity in Tesla's FSD (Full Self-Driving) tech, which will inevitably pressure other automakers to speed up their timelines."
According to Urbonas, driverless transport will be one of the most transformative changes in mobility, comparable to the transition from combustion to electric power. "While rollout will vary by region due to infrastructure and legal constraints, the long-term implications for logistics, ride-hailing, and even public transport are enormous," he noted. "Think safer roads, lower costs, and new urban design models."
As the smoke cleared from the test date, Wall Street commenced buzzing over the trading prospects of autonomous vehicle makers and which companies may be left behind as history is made with the first driverless taxi rollout.
<h2 class="wp-block-heading">Independence From Trading Tool Chaos</h2>
Stop switching between news apps, scanners, and alert systems that don't communicate with each other. Get our exclusive Benzinga Wire, smart filtering, and integrated tools in one professional platform. Declare Trading Independence <a href="https://www.benzinga.com/pro/register/4th-of-july-sale/?utm_campaign=bzpro-4th&amp;el=Res[…]mail}}&amp;adt_ei={{email}}&amp;utm_adType=SponsorAd&amp;utm_ad=RD062825">HERE</a> at 60% off.
Which stocks will rock on as robotaxis get all too real, and which will go the way of horse and carriage after Henry Ford rolled up in a small, four-wheeled vehicle he called a Quadricycle on June 4, 1896? Here are a few candidates on both sides of the road.
<h2 class="wp-block-heading">Winners</h2>
<h3 class="wp-block-heading">Tesla</h3>
Benzinga Quality Ranking: 83.17
The carmaker's share price only popped by 1.2% in the five days following the Austin robotaxi tests, but the moment may have established Tesla as the king of the driverless transport hill, for now at least. Tesla has a lot on the line with autonomous vehicles, which comprises about 59% of the company's price target, amounting to $181 per share or $800 billion in implied value, according to RBC Capital.
"If Tesla can iron out safety concerns and scale fast, they could dominate the driverless car industry," said John Ellmore, EV Fleet Editor at UK-based KnowYourBusiness.
<h3 class="wp-block-heading">Alphabet&nbsp;</h3>
Benzinga Quality Ranking: 86.66
Google's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) Waymo driverless taxi doesn't get the massive press that Tesla and Musk garner, but it's actually ahead of the curve on robotaxi testing. It's already up and running in four U.S. cities, with plans to roll out its autonomous vehicles in 17 more. It intends to launch commercially by 2026 or 2027. All told, Waymo is expected to account for 10% of the AV marketplace by the end of the decade.
<h3 class="wp-block-heading">Nvidia</h3>
Benzinga Growth Ranking: 98.61
Chipmaking giant Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) should benefit from the headway made by companies like TSLA and Waymo. "Nvidia's chips already power most autonomous driving systems," Urbonas said. "More driverless vehicles equal more demand."
<h2 class="wp-block-heading">Losers</h2>
<h3 class="wp-block-heading">Uber</h3>
Benzinga Growth Ranking: 97.49
Uber's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) stock hasn't suffered from Tesla's wave of media coverage following its Austin testing weekend – it's up 8.36% this week alone. Analysts point to Uber's burgeoning relationship with Waymo and the fact that the company has entered into AV testing with Volkswagen and Pony AI.
Yet over the long haul, Uber doesn't seem to have a clear-cut path in competing with driverless taxis, which promise to be cheaper and more pervasive once Tesla and Waymo vehicles hit the open road.
<h3 class="wp-block-heading">Lyft</h3>
Benzinga Growth Ranking: 56.43
San Francisco-based ride-sharing company Lyft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LYFT#NASDAQ">LYFT</a>) has seen its shares rise to the mid-teens (it was trading at $15.46 on June 27). Its stock is up 19% year-to-date. The firm plans to roll out its own AV line in Dallas over the next few months, with plans to expand to Canada and Europe the following year.
Still, the math is working against Lyft. It's already behind Uber in the rideshare market by a 30%-to-70% ratio. The company will be hard-pressed to compete with industry heavyweights like Tesla, which is expected to reach a $1 trillion market share within the next five years.
"Traditional ride-hailing platforms like Uber and Lyft could see margin compression as autonomous fleets reduce human labor costs," Urbonas added.
<h3 class="wp-block-heading">Traditional auto makers and auto parts companies</h3>
Legacy automakers without robust EV and autonomous vehicle pipelines could fall behind. 
"That's particularly the case with those companies reliant on fleet sales and dealer-driven models," Urbonas said. "Auto parts suppliers focused on mechanical components (e.g., internal combustion parts) could also struggle as electric-autonomous systems reduce part complexity and maintenance."
Traditional auto repair chains could also struggle, and they won't be alone.
"Fewer moving parts mean fewer breakdowns," said Luis Montes, a heavy-duty transport equipment expert and chief editor at Fortis HD.  "Fuel providers take a hit if the shift is electric-heavy. Public transport might also lose funding if private driverless fleets get political backing. Even parking real estate will lose relevance if cars start circulating instead of idling."
Editorial content from our expert contributors is intended to be information for the general public and not individualized investment advice. Editors/contributors are presenting their individual opinions and strategies, which are neither expressly nor impliedly approved or endorsed by Benzinga.
Photo: Shutterstock

LYFT

UBER

Winning And Losing Stocks From Tesla's Driverless Taxi Test

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/03/25</td>
<td>$155.00</td>
<td>$98.4K</td>
<td>62.1K</td>
<td>41.8K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>07/03/25</td>
<td>$148.00</td>
<td>$26.4K</td>
<td>978</td>
<td>9.4K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$205.00</td>
<td>$29.9K</td>
<td>37.9K</td>
<td>8.0K</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$245.00</td>
<td>$78.6K</td>
<td>8</td>
<td>4.9K</td>
</tr>
<tr>
<td>FSLR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$160.00</td>
<td>$331.2K</td>
<td>3.4K</td>
<td>2.6K</td>
</tr>
<tr>
<td>WULF</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$6.00</td>
<td>$52.5K</td>
<td>7.6K</td>
<td>2.3K</td>
</tr>
<tr>
<td>MSTR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>08/15/25</td>
<td>$380.00</td>
<td>$36.5K</td>
<td>2.9K</td>
<td>2.1K</td>
</tr>
<tr>
<td>APP</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>07/18/25</td>
<td>$400.00</td>
<td>$38.0K</td>
<td>4.2K</td>
<td>1.0K</td>
</tr>
<tr>
<td>QUBT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/11/25</td>
<td>$18.50</td>
<td>$27.0K</td>
<td>120</td>
<td>726</td>
</tr>
<tr>
<td>SNOW</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$200.00</td>
<td>$83.6K</td>
<td>779</td>
<td>588</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• Regarding NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we observe a call option sweep with bearish sentiment. It expires in 6 day(s) on July 3, 2025. Parties traded 248 contract(s) at a $155.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $98.4K, with a price of $397.0 per contract. There were 62117 open contracts at this strike prior to today, and today 41889 contract(s) were bought and sold. 
• Regarding AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we observe a call option trade with neutral sentiment. It expires in 6 day(s) on July 3, 2025. Parties traded 200 contract(s) at a $148.00 strike. The total cost received by the writing party (or parties) was $26.4K, with a price of $132.0 per contract. There were 978 open contracts at this strike prior to today, and today 9434 contract(s) were bought and sold. 
• Regarding AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we observe a call option sweep with bullish sentiment. It expires in 21 day(s) on July 18, 2025. Parties traded 86 contract(s) at a $205.00 strike. This particular call needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $29.9K, with a price of $348.0 per contract. There were 37959 open contracts at this strike prior to today, and today 8001 contract(s) were bought and sold. 
• For ORCL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), we notice a call option trade that happens to be bearish, expiring in 21 day(s) on July 18, 2025. This event was a transfer of 4913 contract(s) at a $245.00 strike. The total cost received by the writing party (or parties) was $78.6K, with a price of $16.0 per contract. There were 8 open contracts at this strike prior to today, and today 4913 contract(s) were bought and sold. 
• Regarding FSLR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>), we observe a call option sweep with bearish sentiment. It expires in 21 day(s) on July 18, 2025. Parties traded 433 contract(s) at a $160.00 strike. This particular call needed to be split into 36 different trades to become filled. The total cost received by the writing party (or parties) was $331.2K, with a price of $759.0 per contract. There were 3422 open contracts at this strike prior to today, and today 2661 contract(s) were bought and sold. 
• Regarding WULF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WULF#NASDAQ">WULF</a>), we observe a call option trade with bullish sentiment. It expires in 49 day(s) on August 15, 2025. Parties traded 2100 contract(s) at a $6.00 strike. The total cost received by the writing party (or parties) was $52.5K, with a price of $25.0 per contract. There were 7686 open contracts at this strike prior to today, and today 2379 contract(s) were bought and sold. 
• Regarding MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we observe a put option sweep with neutral sentiment. It expires in 49 day(s) on August 15, 2025. Parties traded 17 contract(s) at a $380.00 strike. This particular put needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $36.5K, with a price of $2152.0 per contract. There were 2903 open contracts at this strike prior to today, and today 2195 contract(s) were bought and sold. 
• For APP (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>), we notice a call option trade that happens to be neutral, expiring in 21 day(s) on July 18, 2025. This event was a transfer of 100 contract(s) at a $400.00 strike. The total cost received by the writing party (or parties) was $38.0K, with a price of $380.0 per contract. There were 4230 open contracts at this strike prior to today, and today 1056 contract(s) were bought and sold. 
• For QUBT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QUBT#NASDAQ">QUBT</a>), we notice a call option trade that happens to be bearish, expiring in 14 day(s) on July 11, 2025. This event was a transfer of 300 contract(s) at a $18.50 strike. The total cost received by the writing party (or parties) was $27.0K, with a price of $90.0 per contract. There were 120 open contracts at this strike prior to today, and today 726 contract(s) were bought and sold. 
• Regarding SNOW (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>), we observe a put option sweep with bullish sentiment. It expires in 203 day(s) on January 16, 2026. Parties traded 53 contract(s) at a $200.00 strike. This particular put needed to be split into 27 different trades to become filled. The total cost received by the writing party (or parties) was $83.6K, with a price of $1580.0 per contract. There were 779 open contracts at this strike prior to today, and today 588 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

SNOW

WULF

10 Information Technology Stocks With Whale Alerts In Today's Session

Press Releases

NVIDIA Powers Europe's Fastest Supercomputer

Europe Builds AI Infrastructure With NVIDIA to Fuel Region's Next Industrial Transformation

NVIDIA Partners With Europe Model Builders and Cloud Providers to Accelerate Region's Leap Into AI

NVIDIA DGX Cloud Lepton Connects Europe's Developers to Global NVIDIA Compute Ecosystem

Siemens and NVIDIA Expand Partnership to Accelerate AI Capabilities in Manufacturing

NVIDIA Builds World's First Industrial AI Cloud to Advance European Manufacturing

NVIDIA Partners With Novo Nordisk and DCAI to Advance Drug Discovery

Commvault Systems Is A Small Tech Company Offering Big Returns

CyberCatch Announces Acceptance in NVIDIA Inception Program

Buy Small-Cap Stock Mr. Cooper Group For Explosive Growth

COOP

CVLT

CYBHF

TSXV:CYBE

Analog Devices

Astera Labs

Advanced Micro Devices, Inc. - Common Stock

Advanced Micro Devices

Arm Holdings plc - American Depositary Shares

ARM Holdings

ASE Technology Holding Co., Ltd. American Depositary Shares (each representing Two Common Shares)

ASE Technology Holding Co

Broadcom

Credo Technology Group Holding Ltd - Ordinary Shares

Credo Technology Group

First Solar

GLOBALFOUNDRIES

Intel

Lattice Semiconductor Corporation - Common Stock

Lattice Semiconductor

Microchip Technology Incorporated - Common Stock

Microchip Technology

Monolithic Power Systems, Inc. - Common Stock

Monolithic Power Systems

Marvell Tech

MACOM Technology Solutions Holdings, Inc. - Common Stock

MACOM Technology Solns

Micron Technology

Universal Display Corporation - Common Stock

Universal Display

ON Semiconductor Corporation - Common Stock

ON Semiconductor

Qualcomm

Qorvo

STMicroelectronics

Skyworks Solutions

Taiwan Semiconductor Manufacturing Company Ltd.

Taiwan Semiconductor

Texas Instruments Incorporated - Common Stock

Texas Instruments

United Microelectronics Corporation (NEW) Common Stock

United Microelectronics

Loop Capital

Barclays

Oppenheimer

Truist Securities

Raymond James

Screenshot 2025-02-05 at 8.01.23 PM

Coverage of Bitcoin, Etherum, Ripple and all the latest digital currencies.

Cryptocurrency

HIVE

HIVE Digital Technologies Acquires Paraguay Bitcoin Mining Site, Targets 317% Hashrate Growth By September 2025

Screenshot 2025-01-02 at 6.35.01 PM

Emerging Markets

Movers & Shakers

HIVE Digital (Nasdaq: HIVE) Makes AI Push With $30 Million Nvidia (Nasdaq: NVDA) Chip Investment

Screenshot 2024-12-19 at 9.44.18 PM

Fintech news covering the emerging Financial Technology services sector

Fintech

DELL

QRL To Join Visa, IBM, Amazon Web Services And Other Cybersecurity Leaders At PKI Consortium&#39;s Post-Quantum Cryptography Conference 2025

Screenshot 2024-12-17 at 6.40.30 PM

BTDR

Bitdeer Shares November Operational Update, Readies For &#34;Transformative&#34; 2025

Screenshot 2024-12-16 at 6.55.12 PM

HIVE Digital Technologies (NASDAQ: HIVE) Experiences &#34;Monumental&#34; Month Amid Tech Tailwinds, Triggering Key Production Milestones And Expansion

Screenshot 2024-11-18 at 7.21.51 PM

Analyst Ratings

Investment Firms AGP, Northland Initiate Coverage On Bitdeer (NASDAQ: BTDR) With Buy Ratings And Targets Close To 100% Higher – What&#39;s Driving The Hype?

Screenshot 2024-10-31 at 6.00.18 PM

KRUZ

NANC

ETFs Aligned With U.S. Political Divides: Perspectives Ahead Of The Election

Screenshot 2024-10-16 at 6.31.12 PM

Quantum Resistant Ledger (QRL) Strikes Key Industry Partnerships, Fortifying Its Position As Quantum Computing Era Nears

Screenshot 2024-09-23 at 5.48.16 PM

SOXL

Direxion Daily Semiconductor Bear 3X Shares

SOXS

Leveraging Trades On Semiconductors With SOXL And SOXS

Comments

NVIDIA

Actualités

Dernières nouvelles pour NVIDIA (NASDAQ:NVDA) Stock

Les gens regardent aussi

Notizie

PARTENAIRE / CONTRIBUTEUR

BENZINGA MONDIAL