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Weekend Round-Up: Nvidia's Bold Claims, Oracle's Earnings Pop and Apple's New iPhone Launches

This week in the tech world was nothing short of exciting, with major companies making headlines. From Nvidia's CEO making bold claims about the company's future to Oracle's impressive Q1 earnings

Benzinga19:00

“Browsing” Supermarkets to Stimulate Purchase Desire: New Retail’s Multi-Pronged Encirclement and Traditional Supermarkets’ “Defensive Battle” and “Survival Tactics” | The Crossroads of Supermarket Retail

① Traditional supermarkets and hypermarkets are revitalizing the in-store shopping experience and boosting customer purchase intent by renovating store layouts, expanding their 3R categories—namely

cls.cn17:44

Weekend Reading | The latest interview with tech investment guru Gavin Baker: Everyone is waiting for the AI bubble, but the math still doesn't add up.

Source: Youxin NewinAI infrastructure has become one of the largest capital expenditure items in this round of technology investment. The debate surrounding it is increasingly focused: how long will

有新Newin14:52

Tech Giants Back "Slowdown" as OpenAI Delays IPO! Community Buzzes: Will AI Stocks Face a Sharp Sell-Off on Monday?

Anthropic, OpenAI, and Elon Musk have unusually reached a consensus to "slow down AI development," sparking sharply divided market views: traders warn that such a slowdown in pace could directly

wallstreetcn12:14

Analysts warn memory chip manufacturers against overreliance on long-term contracts.

Analysts warn that the growing reliance of large tech‑company clients on external financing could weigh on the industry's growth.As surging demand for artificial intelligence extends the supercycle

Zhitong Finance11:13

DRAM ETF Outflows Surge as the Memory Stocks Remain in a Bear Market

The viral Roundhill Memory ETF (CBOE: DRAM) is losing momentum as its outflows jump. Its top constituent companies also remain in a technical bear market, having fallen more than 20% from their

Benzinga00:30

A Dating App Is Outperforming Apple, Meta and Microsoft on This Metric— Only Nvidia Can Claim a Higher Number

Data shows Grindr Inc. (NYSE:GRND) generates $3 million in revenue per employee, surpassing Apple Inc. (NASDAQ:AAPL) and trailing Nvidia Corp. (NASDAQ:NVDA).Market Dominance and Financial

BenzingaSep 12 22:00

Benzinga Bulls and Bears: GameStop, Marvell, Robinhood

Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories.U.S. stocks ended the week lower despite a Friday rebound, as

BenzingaSep 12 20:49

David Sacks Slams 'Whistleblower' Jacob Coxon's Claims on AI Risk to Humans, Raises Questions Ahead of Anthropic IPO

Former White House AI and Crypto Czar David Sacks accused ex-Anthropic researcher-turned-critic Jacob Coxon of running a coordinated publicity campaign this week, after Coxon canceled a planned

BenzingaSep 12 17:29

Day 3 of the Goldman Sachs TMT Conference: Jensen Huang Pushes Back on “Circular Financing” Concerns—“If You Invest $1 and Get $100 Back, Then Bring More”

NVIDIA's Jensen Huang announced that 70% of the company's revenue growth in fiscal year 2027 will be constrained by supply rather than demand, and reiterated that the AI infrastructure market will reach $3–4 trillion by 2030. SpaceX is aiming for annualized revenues of $100 billion and plans to deploy AI satellites by 2027. Cybersecurity has been cited by numerous CEOs as the most undervalued AI sector. Goldman Sachs has characterized this round of AI as an "investment supercycle," but the ultimate test will be whether massive investments can translate into tangible returns.

wallstreetcnSep 12 17:04

Report: NVIDIA in talks to invest up to $10 billion in Anthropic's IPO

According to a Reuters report on September 11, Anthropic is in discussions with NVIDIA to bring the chip giant on board as a cornerstone investor for its initial public offering (IPO). NVIDIA is considering investing up to $10 billion in Anthropic’s IPO. Cornerstone investors are typically institutional investors that commit to subscribing for a specific portion of shares before the IPO is offered to the public, providing early endorsement for the listing.

wallstreetcnSep 12 09:01

Top 20 by Trading Volume | Oracle surges 8% before turning lower; Micron Technology Taiwan plans to issue employee bonuses totaling millions of TWD; Starship test flight next week may generate revenue; iPhone Duo targets Asian market, with Cook citing ins

Micron Technology, the top-traded U.S. stock by turnover on Friday, closed down 0.22% with a trading volume of $21.197 billion. On Friday, Micron Technology announced that it would award bonuses to more than 60,000 employees worldwide, marking the highest payout in its history. Employees in the Taiwan region of China will receive total compensation equivalent to 35 to 68 months of salary.

Futu NewsSep 12 06:59

CPI Inflation Came Hot: Watch These Stocks If Kevin Warsh Hikes Next Week

Friday's hotter-than-expected core inflation report has put a Federal Reserve rate hike firmly in play, leaving investors with a more useful question: which stocks could benefit if Chair Kevin Warsh

BenzingaSep 12 03:34

Marvell Stock Is Up 180% This Year: BofA Says the Real AI Opportunity Is 5 Times Bigger

Marvell Technology Inc. (NASDAQ:MRVL) stock has nearly tripled this year, up about 180% since the start of January. If you think the rally has gone too far, Bank of America is telling you to think

BenzingaSep 12 03:01

Goldman Sachs Technology Conference Concludes: Tech Giants Express Strong Confidence in AI, While Jensen Huang Highlights Challenges Across the Supply Chain

① At the recently concluded Goldman Sachs Technology Conference, executives from tech giants such as NVIDIA and SpaceX voiced strong optimism about the prospects of AI, reaffirming expectations for robust growth; ② Jensen Huang stated that challenges persist across the supply chain, including in advanced packaging, wafers, memory, as well as power and site availability for data centers; ③ Cybersecurity was one of the most discussed topics at the conference and is regarded as one of the most direct beneficiaries of AI.

cls.cnSep 12 02:06

10 Information Technology Stocks Whale Activity In Today's Session

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

BenzingaSep 12 01:35

Houthi Victory Raises Risks; Hotter CPI Pushes Fed Rate-Hike Odds To 88%

88% Probability Of A Rate HikePlease click here for an enlarged chart of SPDR S&P 500 ETF Trust (NYSE:SPY) which represents the benchmark stock market index S&P 500 (SPX).Note the following:The

BenzingaSep 12 01:27

What's Going On With AMD Stock Friday?

Advanced Micro Devices Inc. (NASDAQ:AMD) stock traded nearly 2% higher Friday as semiconductor and AI-linked stocks benefited from a broad market rally. The Nasdaq gained 0.98%, while the S&P 500

BenzingaSep 12 01:05

Digital Realty Pullback Is a Buying Opportunity: Analyst

Digital Realty Trust Inc. (NYSE:DLR) stock traded higher Friday after BTIG raised its price forecast on the data center real estate investment trust, citing accelerating demand for AI infrastructure

BenzingaSep 12 00:41

Microsoft's AI Crunch Forced It to Turn Away Business, Now It Wants to Triple Computing Power

Microsoft Corp. (NASDAQ:MSFT) stock traded higher Friday as a broad market rally lifted large-cap technology stocks.Microsoft gained about 0.4%, while the Nasdaq rose 1.23% and the S&P 500 climbed 1.1

BenzingaSep 11 23:42