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- Indexed articles, last 90 days
- 73
- Latest publication
- Aug 5, 2026
- Outlet visibility, for benzinga.com
- Top 50K sites
- Earliest in this view
- Jul 6, 2026
Latest articles
Nvidia Controls 92% Of The Sovereign AI Race - NVIDIA (NASDAQ:NVDA) (opens the original)
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Every country trying to escape American AI dominance is buying it wholesale. Nations are pouring billions into sovereign AI — domestic models, local data centers, infrastructure meant to keep sensitive data within their own borders — and nearly all of it runs on chips from one company: Nvidia Corp. (NASDAQ:NVDA). According to Counterpoint Research, 92% of sovereign large language models use the company’s chips. The firm studied more than 80 countries outside the U.S. and China. Roughly 55 had de
Stock Market Today: Dow Jones Hits Record, Gold Jumps 4% - State Street SPDR Dow Jones Industrial Average (opens the original)
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Gold ripped 4% higher to $4,233.89 an ounce on Wednesday, its biggest one-day advance since February, as a soft private payrolls report and easing energy costs knocked down the odds of another Federal Reserve rate hike. ADP said private employers added just 44,000 jobs in July, the weakest in six months and well below the 70,000 consensus, while the ISM Services PMI came in at 54.1 versus 54.5 expected, with its employment sub-index sliding back into contraction at 47.4. Silver rallied 3.9% to $
AMD Falls As Musk Picks Nvidia: BofA Says Ignore The Noise - Advanced Micro Devices (NASDAQ:AMD), NVIDIA (opens the original)
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Advanced Micro Devices Inc. (NASDAQ:AMD) shares fell 7% on Wednesday, even after the chipmaker delivered another quarter of explosive data-center growth. Hours after AMD reported results, Elon Musk handed rival Nvidia Corp. (NASDAQ:NVDA) perhaps the strongest endorsement in the AI chip race. Musk said SpaceX has committed to Nvidia GPUs exclusively because “they are the best.” For AMD investors, the timing was painful. In a note shared Wednesday, Bank of America semiconductor analyst Vivek Arya
AI Memory Bottleneck Could Persist Until 2028 - SAMSUNG ELECT LTD by Samsung Electronics Co., Ltd. (OTC:S (opens the original)
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The artificial intelligence boom has created a strange problem for the memory industry. While companies build more capacity — Samsung Electronics Co. Ltd. (OTC:SSNLF), SK Hynix Inc. (NASDAQ:SKHY) and Micron Technology Inc. (NASDAQ:MU) are all expanding production — the supply relief investors are waiting for may still be almost two years away. 2028 is the earliest point when the industry’s competing expansion plans could simultaneously translate into meaningful production, according to Counterpo
SanDisk Earnings Preview: Options Price A 16% Stock Swing - SanDisk (NASDAQ:SNDK) (opens the original)
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SanDisk Corp. (NASDAQ:SNDK) is set to report fiscal fourth-quarter (Q4) 2026 earnings Wednesday after the close, and options markets are pricing an unusually large move for the S&P 500’s best-performing stock of the year. According to Benzinga Pro data, the implied earnings move stands near 16% in either direction. From Tuesday’s $1,427 close, that translates into a potential move toward roughly $1,655 on the upside or $1,199 on the downside. Historical track records show that SanDisk stock has
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