Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
Elon Musk doubled down on his solar thesis on Tuesday, predicting the technology will eventually dominate energy production, with Texas offering a real-world example of rapid adoption.
"The solar power exponential will continue until all other energy sources are

On September 13, Reuters reported that Anthropic is in talks to bring NVIDIA Corporation (NASDAQ:NVDA) in as an anchor investor in what could become one of the largest IPOs in history, potentially raising as much as $100 billion at a valuation of around $2 trillion. Nvidia is reportedly considering an investment of up to $10 billion. Anthropic's annualized revenue run rate has reportedly increased from about $9 billion in 2025 to more than $65 billion by mid-2026, with the company targeting as much as $200 billion of revenue by 2028.
The strategic significance for Nvidia is greater than the potential financial return from the investment: Anthropic is a major buyer and user of AI computing infrastructure, and Reuters reported that it has committed $30 billion to Microsoft Azure infrastructure powered by Nvidia chips. Anthropic is also pursuing major capacity agreements with other providers and developing custom chips, making its future hardware choices strategically important to Nvidia.
The move would also deepen an already established relationship. NVIDIA Corporation (NASDAQ:NVDA) has previously disclosed an investment and technology partnership with Anthropic, while its fiscal 2026 filing said it had entered into an agreement to invest up to $10 billion in Anthropic. Nvidia generated $215.9 billion of fiscal 2026 revenue, up 65%, with Data Center revenue up 68%, demonstrating the enormous economic leverage of continued AI infrastructure spending.
The strongest bullish argument is that an equity investment could help NVIDIA Corporation (NASDAQ:NVDA) protect and expand one of the fastest-growing sources of demand for its GPUs. Anthropic's reported annualized revenue growth from $9 billion to more than $65 billion in roughly 18 months implies a rapidly expanding need for training and inference capacity. Its reported $30 billion commitment to Microsoft Azure powered by Nvidia systems provides a particularly direct link between Anthropic's growth and Nvidia's infrastructure demand. Anthropic is also reportedly committing $45 billion to rent AI computing capacity from Nscale, with that infrastructure expected to use Nvidia's Vera Rubin chips, indicating that the relationship can translate into future-generation hardware demand rather than being limited to Nvidia's existing products.
The investment could also strengthen Nvidia's position as AI workloads shift from model training toward large-scale inference and agentic AI. Nvidia recently said Anthropic is evaluating its Vera CPU for CPU-intensive agentic workloads, while Nvidia has positioned Blackwell Ultra and the Vera Rubin platform around the rapidly expanding inference market. Nvidia has disclosed visibility into more than $1 trillion of ***** ulative Blackwell and Rubin revenue from the beginning of 2025 through 2027, with Anthropic among the model developers contributing to that ecosystem. A successful Anthropic IPO would therefore potentially create a well-capitalized AI customer capable o

Listen
(3 min)
The latest Market Talks covering Technology, Media and Telecom. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.
1423 ET – Apple officially launches the iPhone Duo, its long-awaited, foldable iPhone model. The device has a wide inner display, allowing the simultaneous use of multiple apps, and folds into a roughly passport-sized device with an outer screen. The model represents the company’s largest change yet to its iconic line of mobile phones, and is the thinnest iPhone to date when unfolded, Apple says at its fall product showcase. The phone also features Apple’s new mobile chip, the A20 Pro. “iPhone Duo brings an entirely new design while preserving everything you love and expect from the iPhone,” Apple’s new CEO, John Ternus, says. The phone’s pricing begins at $1,999, with preorders beginning on Oct. 16.(elias.schisgallwsj.com)

#listen #market #talks #technology

The crypto market—including Bitcoin and altcoins like XRP, Ethereum, and BNB—is riding a bullish wave of momentum in the U.S. stock market, seemingly triggered by fresh comments from the Federal Reserve, and sending short sellers to goblintown.
Bitcoin punched back above $80,000 on Thursday, trading near $80,270 and up close to 3% over the past 24 hours. Ethereum is closing in on $2,500, up 2.2% today, while XRP is up a whopping 6% in the last 24 hours. The spike has accounted for at least $327 million in liquidated short positions in the last hour alone, and more than $415 million in the past 24 hours.
The catalyst appears to be comments from Fed Governor Christopher Waller, who, in prepared remarks at a Reuters NEXT Newsmaker interview, said he'd be "inclined to support" holding the Fed's benchmark interest rate at its current level if upcoming inflation data keeps improving.
Traders took the hint. The odds of a rate hike at the Fed's September 15-16 meeting fell to 50.4%, down from 63.2% a day earlier, according to the CME FedWatch tool, a market gauge that estimates the odds of Fed moves from futures prices. The 10-year Treasury yield, a benchmark for borrowing costs economy-wide that had touched its highest level since November 2023 a day earlier, dropped to around 4.73%.
It's a sharp reversal from a week ago. Fed Chair Kevin Warsh's hawkish Jackson Hole keynote had knocked Bitcoin down to $76,877 and pushed hike odds toward 56%. Thursday's bounce puts Bitcoin back at a level it's tested—and failed to hold—several times this year.

#short #back

Tiger Global Management made a dramatic-looking second-quarter rotation within AI. Its August 14 filing showed the fund cutting Alphabet Inc. (NASDAQ:GOOGL) by 45.4%, from 10.63 million shares to 5.81 million, while opening a position in Advanced Micro Devices, Inc. (NASDAQ:AMD). The trade shifts some exposure from a giant platform funding AI infrastructure to a chip supplier seeking share within it. Yet Alphabet remained a large holding, so this is better understood as rebalancing than abandonment.
A financial ****** yst presenting a chart of insurance solutions to a boardroom.
Alphabet Inc. (NASDAQ:GOOGL) still has a formidable bull case. Google Cloud grew 82%, and the company can distribute AI across search, advertising, productivity software, and enterprise services. Its models, custom chips, data, and global user base create several paths to returns. The bear case is the cost and uncertainty of defending those businesses. Capital spending is surging while AI answers may alter search economics and regulators challenge the platform's advantages.
Advanced Micro Devices, Inc. (NASDAQ:AMD) provides a more focused route to the same demand. Its second-quarter revenue rose 50%, with data-center revenue up 107%, as Instinct accelerators and EPYC processors gained momentum. If hyperscalers insist on multiple suppliers, AMD can grow faster than total AI spending. It also faces the harder competitive task: Nvidia's software ecosystem remains dominant, and customers developing internal chips can limit the merchant opportunity.
The filing changes the composition of Tiger's reported positions, but it does not disclose why the fund made either move. Alphabet owns demand and distribution but must prove huge investments strengthen its core economics. AMD sells into that investment wave but must win deployments against powerful alternatives. One can benefit from lower chip prices while the other needs sufficient pricing and share. Holding both, even at different weights, captures the expansion while acknowledging that value may migrate across the stack. The next confirmation should come from cloud margins and accelerator deployment growth rather than portfolio symbolism.

#devices #global #made

First Eagle Investment Management, an investment management company, released its Q2 2026 investor update for "First Eagle Global Fund". The letter can be downloaded here. Easing tensions in the Middle East led to a strong rally in risk markets in Q2. The S&P 500 Index rose 15.2%, while the MSCI EAFE Index gained 10.8%. Growth stocks outperformed, with the MSCI World Growth Index significantly exceeding value returns. A notable shift in U.S. interest rate expectations followed Kevin Warsh's appointment as chair of the Federal Open Market Committee, pushing Treasury yields higher and strengthening the dollar. Despite the optimistic market environment, concerns about fiscal constraints and limited policy flexibility remain. Tighter credit spreads and elevated equity valuations reflect strong demand for financial ******* ets, with household wealth in equities at a post-WWII high. Earnings expectations are buoyant, driven by AI infrastructure developments. Against this backdrop, Global Fund A Shares returned 2.86% in Q2 2026, with emerging markets and developed Europe as the primary contributors. Developed Asia (excluding ******* an) was the only detractor, and ******* an lagged. Information technology and financials led among equity sectors, while materials and energy detracted. The fund underperformed relative to the MSCI World Index during this period. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, First Eagle Global Fund highlighted HCA Healthcare, Inc. (NYSE:HCA). HCA Healthcare, Inc. (NYSE:HCA) owns and operates hospitals and related healthcare entities. On August 31, 2026, HCA Healthcare, Inc. (NYSE:HCA) closed at $414.45 per share. HCA Healthcare, Inc. (NYSE:HCA) returned 3.42% over the past month, and its shares are up 2.05% over the past year. HCA Healthcare, Inc. (NYSE:HCA) has a market capitalization of $89.72 billion.
First Eagle Global Fund stated the following regarding HCA Healthcare, Inc. (NYSE:HCA) in its Q2 2026 investor letter:
"The leading detractors in the quarter were gold bullion, Charter Communications, Inc. Class A, HCA Healthcare, Inc. (NYSE:HCA), Exxon Mobil Corporation and Salesforce.com, Inc. HCA Healthcare is the largest for-profit hospital operator in the US, with a difficult-to-replicate network of large urban hospitals. Although the company reported sales and profit growth for its most recent growth, HCA reported that patient volumes grew at the low end of guidance, driven partially by declines in respiratory-related emergency room visits, inpatient surgeries and outpatient surgeries. A decrease in enrollment in both Medicaid and Affordable Care Act exchanges was also a headwind. We continue to view HCA's management as an effective steward of both operations and the balance sheet as it continues to return capital to shareholders through share buybacks."

#healthcare #NYSE #index

Over the coming decades, nuclear energy will be a $10 trillion opportunity. That's according to Bank of America ****** ysts, who are particularly excited about a relatively novel method of producing nuclear power: small modular reactors, or SMRs.
"Amid surging electricity demand, driven in part by the rise in AI/data centers, nuclear energy offers a potential solution," Bank of America concluded in a recent report. "And new advancements in technology may now make the tipping point in sight for small modular reactors (SMRs) to reshape nuclear energy supply chains over the next decade."
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
NuScale Power (NYSE: SMR) is currently the only company in the U.S. approved by regulators to build an SMR system. On a recent call with investors, CEO John Hopkins stressed that the company remains "the only SMR company in the world to have earned U.S. Nuclear Regulatory Commission standard design approval," adding that it has "done it for two separate designs, our 50-megawatt and our 77-megawatt modules."
Many other companies are currently working through the approval process for SMRs. But NuScale has leveraged its early approvals to secure large deals, including a 6-gigawatt project for the Tennessee Valley Authority (TVA). If built, that system would be the largest SMR facility in the world by a large margin.

#smrs #company #nuscale

Sunnyvale, California-based Synopsys, Inc. (SNPS) provides electronic design automation (EDA) software products used to design and test integrated circuits. With a market cap of $76.2 billion, the company provides design technologies to creators of advanced integrated circuits, electronic systems, and systems on a chip.
Shares of this global leader in EDA have notably underperformed the broader market over the past year. SNPS has declined 33.5% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 20.5%. In 2026, SNPS' stock fell 15.3%, compared to the SPX's 12.1% rise on a YTD basis.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock

#NVIDIA #electronic #market

Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below.
President Donald Trump has been buying corporate and municipal bonds since returning to the White House in 2025 — and he hasn't exactly slowed down.
In March alone, Trump made 175 financial transactions and bought at least $51 million in bonds, according to financial disclosures filed with the Office of Government Ethics. Most were municipal bonds issued by states, counties, school districts and other public entities (1).
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
JPMorgan sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Get your free guide from Priority Gold

#bonds #president

Cadence Design Systems, Inc. (CDNS), headquartered in San Jose, California, is a leading provider of electronic design automation (EDA) software, semiconductor intellectual property, and system design and ***** ysis tools. It enables customers to design complex integrated circuits, systems-on-chips, and advanced electronic products across semiconductor, automotive, aerospace, and consumer electronics markets. The company has a market capitalization of $87.17 billion.
Despite strong fundamentals, Cadence's stock has been pressured by its valuation and sector-wide tech volatility. Over the past 52 weeks, the stock has dropped 11.2%. However, this year, the stock has regained some of that ground, up 1.3% year-to-date (YTD). It reached a 52-week high of $416.69 on June 2, but is down 24.1% from that level.
Barron Trump, 20, Now Worth $150 Million — More Than Mom, Melania — From Crypto And $39 Energy Drink
Billionaire Michael Saylor Warns Against Buying a House Because 'Every 36 Years You Actually Pay the Cost of the House in Tax to the Government'
QQQ Just 'Gamma Flipped' as Market Makers Were Forced to Sell. Here's What Our Top Chart Expert is Tracking Next.

#House #cadence

Shares of **** e company Redwire (RDW) ended Friday's trading close to 15% higher after it reported Q2 2026 results that exceeded Street expectations while reaffirming its revenue guidance for the year. Redwire has been in the news recently due to some notable contract wins and the wider enthusiasm among **** e stocks, thanks to **** eX (SPCX).
Yet, attributing Redwire's rally to just this would be a disservice and would not present the true picture of the company.
Don't **** ume Micron Will Share SanDisk's Fate. Here's Why.
The Nvidia-SpaceX Deal Is Sending a Clear Signal on AI Dominance
Rocket Lab Investors Have Plenty to Cheer Ahead of Q2 Earnings Today

#redwire

Wall Street is increasingly betting the latest jobs report will take a Fed rate hike off the table and give stocks room to climb.
The Bureau of Labor Statistics' July labor market report showed the economy lost 23,000 jobs, far short of expectations. The unemployment rate fell to 4.1% as labor force participation dropped to a near-pandemic low.
"The report suggests that the economy is seemingly slipping back toward the 'no hire, no fire' narrative that characterized the labor market through much of 2025," said Jim Baird, chief investment officer with Plante Moran Financial Advisors, in a note on Friday.
The latest report shows the three-month rolling average of job gains has fallen to just 20,000, while the six-month average has declined to a weak 44,000, noted Ameriprise chief economist Russell Price.
"There were many moving parts, but very little to like about this report," said Price on Friday. "If the job market falters, consumers and the economy might not be far behind."

#labor #latest

Our ***** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Q2 revenue growth of 53% was primarily driven by durable yield improvements resulting from clinically targeted enrollment campaigns and member-to-member referrals.
Management is pivoting from a pure musculoskeletal (MSK) focus to a broader care automation platform, leveraging reusable technology components to scale across new clinical indications.
The acquisition of Cylinder Health for $105 million accelerates the entry into gastrointestinal (GI) health by an estimated 18-24 months, providing immediate access to established PBM and health plan partnerships.
Operating margin expanded by 1,000 basis points year-over-year to 29%, reflecting significant operating leverage and care team efficiency gains through AI and automation.

#Health

SanDisk's datacenter revenue surged 645% and Micron's jumped 346% YoY, helping to fuel today's 8% and 6% rallies after both stocks fell sharply last month.
RBC Capital initiated SK Hynix at Outperform with a $200 target as Seagate posted record fiscal 2026 free cash flow of $3.1 billion.
SanDisk and SK Hynix unveiled the first High Bandwidth Flash industry standard, a blueprint that could expand the AI memory addressable market across chip vendors.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Micron Technology didn't make the cut. Grab the names FREE today.
Memory and storage stocks are surging Tuesday morning, with SanDisk (NASDAQ:SNDK) leading a broad rebound across the group. SanDisk stock is up 8% to $1,393. Micron Technology shares are up 6% to $880, and SK Hynix (NASDAQ:SKHY) shares are climbing 4% to $148.

#stocks #micron #NASDAQ

By
July 29, 2026 5:02 am ET
Listen
(2 min)
ASM International ASM 9.53%
increase; up pointing triangle
shares plunged after a boost to revenue guidance for next year came short of rosy forecasts, as investor expectations for companies exposed to artificial intelligence keep growing.

#july #increase #boost #revenue

The European Commission (EC) has approved Saica Group's acquisition of Thimm Group plants in Germany, Poland, the Czech Republic and Romania.
The deal covers all activities in those four countries, comprising nine corrugated board plants. It also includes one preprint facility in Ilsenburg, Germany.
Saica said the operation will increase its corrugated cardboard production capacity by 1,200 million square metres and add around 2,500 employees.
The acquisition will support its objective of developing local markets and getting closer to customers, it added.
Saica Group president and CEO Susana Alejandro said: "We are very happy to integrate Thimm's team within Saica Group, its knowledge and skills are highly appreciated in the sector. At Saica Group, people makes the difference: they are what drives our organisation. We are convinced they will contribute to Saica's future and its success.

#plants

Access to this page has been denied because we believe you are using automation tools to browse the website.
This may happen as a result of the following:
Please make sure that Javascript and cookies are enabled on your browser and that you are not blocking them from loading.
Reference ID: #855ba91e -85df-11f1-923a-0a145fc3dad3

#javascript

On October 27, 2022, Elon Musk completed his $44 billion acquisition of Twitter. He walked into the building carrying a sink, tweeted "let that sink in," and became the owner of one of the most consequential, and expensive, platforms in media history.
Twitter, now rebranded as X, has had a turbulent run since. Fidelity marked its value down by as much as 79 percent at one point.
It has since recovered, with the platform broadly valued back around $44 billion following improved financials and returning advertisers. In other words, after two and a half years, Musk is roughly where he started.
So here is the question: what if he had split that $44 billion between Bitcoin and gold instead?
At $22 billion allocated to Bitcoin on the day the Twitter deal closed, Musk could have bought approximately 1.1 million BTC at the prevailing price of roughly $20,000 per coin. Bitcoin was deep in a bear market at the time, the FTX collapse was days away and sentiment could not have been worse.

Super Micro Computer (SMCI) stock has been an underperformer among technology names with negative returns of 42.6% in the last 52-weeks. Even with AI-driven demand coupled with robust top-line growth, SMCI stock has failed to impress.
However, with manufacturing expansion and "Data Center Building Block Solutions" being a growth driver, a potential stock reversal seems to be brewing. In April 2026, SMCI established its largest and fourth Silicon Valley campus. Further, the company is also expanding its manufacturing footprint in Taiwan and the Middle-East.
Intel Stock Is 'Too Good to Ignore' as HSBC Sets a New Street-High Price Target
Intel Just Lost a Veteran Employee. It Likely Just Won a Key Catalyst for INTC Stock in the Process.
SK Hynix Stock Debuts for U.S. Investors Tomorrow. The DRAM ETF Could Be the Biggest Loser.

SpaceX (SPCX) was undoubtedly the hottest initial public offering in 2026 so far. However, in terms of investor anticipation and the potential to create value, SK Hynix is not far behind.
As one of the largest memory semiconductor companies, SK Hynix has announced plans for offering 177.9 million American Depositary Shares (ADSs). The trading is expected to begin on July 10 and the company will be mopping up $28 billion from the offering. Investors can expect some fireworks on the listing with the company growing at a robust pace.
Broadcom's Largest AI Customer Is Fleeing to MediaTek. AVGO Stock Is Still a Buy.
Mark Cuban Asks What If You Didn't Need Health Insurance — And Hospitals Just Treated You, Then Took 10% of Your Pay?
Nasdaq Futures Plunge as Samsung Sparks Chip Selloff