-
Core Scientific's Acquisition By CoreWeave 'Makes Strategic Sense,' Analysts Say
Friday, June 27, 2025 - 12:37pm | 412Read More...CoreWeave Inc. (NASDAQ:CRWV) is in talks to acquire Core Scientific Inc (NASDAQ:CORZ) Needham On Core Scientific Analyst John Todaro reiterated a Buy rating and price target of $18. There are four reasons why the proposed acquisition "make sense," Todaro said in a note. It would eliminate around $...
-
Oracle Q4 Earnings Preview: Will Company Snap Two-Quarter Losing Streak? Market Expert Says Attention On 'Cloud Revenue Growth'
Tuesday, June 10, 2025 - 6:17pm | 924Read More...Technology giant Oracle Corporation (NYSE:ORCL) could highlight its AI-powered growth and provide an update on spending when the company reports fourth-quarter financial results Wednesday after market close. Here are the analyst estimates, what experts are saying ahead of the report and key items...
-
Uranium Stocks Surge: Trump's Nuclear Push Sparks Double-Digit Gains
Friday, May 23, 2025 - 10:01am | 461Read More...Uranium stocks surged Friday morning as investors digested reports that President Donald Trump will sign a series of executive orders aimed at revitalizing the nuclear energy sector. Here's what to know. The Details: President Trump is expected to invoke the Defense Production Act to declare...
-
Eaton Sparks Growth On Strong Q1 Results, Could Data Centers Offset Tariff Impact? Analysts Weigh In
Monday, May 5, 2025 - 12:05pm | 529Read More...Eaton Corporation PLC (NYSE:ETN) shares were rising in early trading on Monday after the company announced on Friday upbeat first-quarter results. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. RBC Capital Markets On Eaton Analyst Deane Dray maintained...
-
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
Friday, April 18, 2025 - 9:15am | 1665Read More...Each week, Benzinga’s Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention. Investors are constantly on the hunt for undervalued, under-followed and emerging stocks. With countless...
-
Nvidia, AMD Take A $17 Billion Hit In The AI Arms Race, While Broadcom Remains Shielded, Says Analyst
Thursday, April 17, 2025 - 11:30am | 451Read More...The AI-fueled rally in semiconductors just ran into a geopolitical buzzsaw. NVIDIA Corp (NASDAQ:NVDA) and Advanced Micro Devices Inc (NASDAQ:AMD) disclosed this week that the U.S. government has imposed new license requirements for selling their AI-focused chips — Nvidia’s H20 and AMD's MI308...
-
Microsoft Halts Data Center Expansions Due To Semiconductor Tariff Concerns, AI Overcapacity Fears
Friday, April 4, 2025 - 9:19am | 682Read More...Microsoft Corp (NASDAQ:MSFT) has paused discussions and postponed the development of sites in Indonesia, the U.K., Australia, Illinois, North Dakota and Wisconsin, Bloomberg reported, citing unnamed sources familiar with the matter. The stock is trading lower on Friday amid President Donald Trump...
-
Artificial Intelligence, Data Centers The Top ETF Themes In 2025 Says Global X ETFs
Tuesday, April 1, 2025 - 2:54pm | 480Read More...Arelis Agosto, director of Product Research and Strategy at Global X ETFs, sat down with Benzinga’s Dan Leach at Future Proof CityWide Miami in March to discuss the most recent trends in exchange-traded funds. Global X ETFs is a New York-based provider of ETFs with billions in managed assets...
-
'Our GPUs Are Melting,' OpenAI's Altman Warns — Could US Natural Gas Power AI Revolution?
Thursday, March 27, 2025 - 5:05pm | 880Read More...The artificial intelligence boom is now colliding with America's aging energy infrastructure, but natural gas may be the unexpected wildcard that keeps the AI revolution from overheating—literally. OpenAI CEO Sam Altman issued a blunt warning Thursday on social media X: "Our GPUs are melting." The...
-
Apple 'Forced To Kiss The Ring'? Expert Questions Whether Trump Pushed The iPhone Maker For $500 Billion Investment
Monday, February 24, 2025 - 10:30am | 809Read More...As the iPhone maker Apple Inc. (NASDAQ:AAPL) announced its plans to invest $500 billion in the U.S. over the next four years, this expert says that the technology giant was "forced to kiss the ring," in his latest post. What Happened: President Donald Trump at a meeting with the U.S. governors over...
-
Google, Microsoft, And Meta Linked To $5.4 Billion In Health Costs As AI Data Centers Fuel Pollution Crisis In The US: Report
Monday, February 24, 2025 - 4:42am | 766Read More...A new study from UC Riverside and Caltech has found that pollution from Big Tech's data centers has cost the U.S. public health system an estimated $5.4 billion over the past five years. Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOG) Google, Microsoft Corp. (NASDAQ:MSFT), and Meta Platforms Inc. (...
-
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
Saturday, February 8, 2025 - 9:02am | 1694Read More...Each week, Benzinga's Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention. Investors are constantly on the hunt for undervalued, under-followed and emerging stocks. With...
-
Meta Q4 Earnings Preview: Analysts Say Advertising Strength Could Drive 'Above-Industry Topline Growth'
Tuesday, January 28, 2025 - 3:16pm | 985Read More...Social media company Meta Platforms (NASDAQ:META) could cover topics such as politics, the pending TikTok ban and AI spending when the company reports fourth-quarter financial results after market close Wednesday. Here are the analyst earnings estimates, latest analyst ratings and comments, and key...
-
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
Friday, January 24, 2025 - 4:24pm | 1622Read More...Each week, Benzinga's Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention. Investors are constantly on the hunt for undervalued, under-followed and emerging stocks. With...
-
Stargate Project: Microsoft Gains, Oracle Waits, Data Centers Face Long-Term Questions
Thursday, January 23, 2025 - 11:15am | 640Read More...The tech world is reeling after President Trump’s announcement of the Stargate Project, a $500 billion initiative designed to catapult the U.S. to AI supremacy. The project, which will see SoftBank, OpenAI and Oracle Corp. (NYSE:ORCL) join forces to build cutting-edge AI infrastructure, has...














