Northern Trust STOXX US ESG Select ETF (ESG) News

Qualcomm Partners with Amazon! The Two Companies Will Develop Multiple Generations of Custom AI Chips, Targeting Next-Generation Data Centers

Qualcomm and Amazon have announced a multi-generation partnership for custom chip development, targeting next-generation large-scale AI data center infrastructure. This marks a significant strategic move by Qualcomm in the data center AI chip market.

wallstreetcn6minutes ago

Qualcomm And Amazon Expand Multi-Generation AI Chip Collaboration, Targeting Customized Silicon And Optical Connectivity

Qualcomm collaborating with Amazon across multiple generations of customized silicon to support AWS's growing AI infrastructure.Qualcomm advanced optical connectivity solutions will support high-

Benzinga16minutes ago

'Kazakhstan Suspends Proceedings to Recover $5 Bln From the NCOC Oil Consortium, IFX Reports' - Reuters

'Kazakhstan Suspends Proceedings to Recover $5 Bln From the NCOC Oil Consortium, IFX Reports' -

Benzinga49minutes ago

With tech giants pouring massive capital into AI, is the return on investment actually viable?

Morgan Stanley estimates that return on capital across different AI business models is attractive: providing API services with proprietary computing power can reach up to 46%, cloud providers leasing GPUs achieve approximately 31%, and those relying on third-party computing power see returns of around 25%. Meanwhile, after the capital expenditures of the four major cloud providers are projected to rise to $1.47 trillion in 2027, their growth rate is expected to decline to approximately 12% in 2028. AI investment is shifting from a focus on computing capacity to commercialization.

wallstreetcn20:16

What's Going On With SK Hynix Stock Tuesday?

SK Hynix Inc. (NASDAQ:SKHY) stock is surging Tuesday, driven largely by a powerful sector-wide rally in AI memory chipmakers. The memory-chip industry remains in focus as booming artificial

Benzinga20:14

OpenAI, Anthropic Seek Investment-Grade Ratings Post Potential IPOs to Cut AI Borrowing Costs: Report

Bankers for OpenAI and Anthropic are reportedly seeking an investment-grade credit rating after their potential initial public offerings (IPOs) to cut down borrowing costs for their ambitious AI

Benzinga20:10

Goldman Sachs, Deutsche Reportedly Offering Baskets of French Bonds Ahead of 2027 Elections

Seeking Alpha19:55

SemiAnalysis: Google's TPU encroaches on NVIDIA's stronghold, with Ironwood delivering up to 50% higher performance per dollar than the B200

Google is accelerating the externalization of its Tensor Processing Units (TPUs). Tests by SemiAnalysis show that the TPUv7 Ironwood delivers up to 50% higher inference performance per dollar than NVIDIA’s B200 and B300 chips, while TorchTPU will further lower the development barrier for PyTorch. As external clients such as Anthropic expand their procurement and the TPUv8i rolls out, Google is challenging NVIDIA’s dominance in the inference chip market through software-hardware synergy.

wallstreetcn19:30

Needham Reiterates Hold on Appleto Hold

Needham analyst Laura Martin reiterates Apple (NASDAQ:AAPL) from Hold to Hold.

Benzinga19:13

Nvidia, Oracle, KLA And An Industrial Stock: CNBC's 'Final Trades'

On CNBC's "Halftime Report Final Trades," Stephen Weiss, chief investment officer and managing partner of Short Hills Capital Partners, picked FTAI Aviation Ltd. (NASDAQ:FTAI).Supporting his choice,

Benzinga19:11

Kevin O'Leary Shares the One Rule From His Mother He's Followed His Entire Life: 'People May Not Like Me for It'

Businessman and television personality Kevin O'Leary said a simple lesson from his mother — always tell the truth — has guided how he communicates throughout his career, even when people may not

Benzinga19:00

In-Depth Analysis: Amazon.com Versus Competitors In Broadline Retail Industry

In today's rapidly evolving and fiercely competitive business landscape, it is crucial for investors and industry analysts to conduct comprehensive company evaluations. In this article, we will

Benzinga17:58

Performance Comparison: Microsoft And Competitors In Software Industry

In today's rapidly changing and fiercely competitive business landscape, it is essential for investors and industry enthusiasts to thoroughly analyze companies. In this article, we will conduct a

Benzinga17:58

5 Stock Picks Last Week From Wall Street's Most Accurate Analysts

U.S. stocks settled lower on Friday, with the Dow Jones index falling more than 250 points during the session after a blowout August payroll report forced traders to price in a genuine chance the

Benzinga17:50

Apple's 'Surprise and Shine' Launch: From iPhone 18 Pro to the First Foldable iPhone and Next-Gen Apple Watch, Here's What to Expect

Apple Inc. (NASDAQ:AAPL) is set to unveil its latest iPhone lineup Wednesday, with the iPhone 18 Pro models and a long-rumored foldable iPhone expected to headline the company's September event.

Benzinga17:26

International oil prices rise! Houthis launch "retaliatory strikes" against Saudi Arabia; multinational coalition vows counterattack

Tensions in the Middle East have escalated once again, posing a severe threat to the security of Saudi Arabia's energy supply. On September 8, Yemen's Houthi rebels launched attacks on multiple cities in southern Saudi Arabia, igniting fires at several energy facilities and forcing partial operational suspensions, which subsequently drove international oil prices sharply higher, with Brent crude approaching the $100 threshold. According to CCTV International News, the Saudi Ministry of Energy confirmed that civilian and economic infrastructure in Abha, Khamis Mushait, Najran, and Jizan had been attacked, resulting in over 70 injuries. Relevant authorities are working to ensure facility safety and operational continuity. A spokesperson for the Houthi group stated on the same day that the organization would announce an expansion of operations deep into Saudi territory.

wallstreetcn16:48

Apple Rarely Signs 3-5 Year NAND Long-Term Contracts, Possibly Without Price Caps; AI Demand Squeezes Capacity, Shifting Bargaining Power in Memory Market

Apple is negotiating a three- to five-year long-term contract for NAND flash memory with Kioxia, potentially without a price cap. This marks a shift in its procurement strategy from "price suppression + multi-sourcing" to "volume locking + long-term contracts." The transition stems from intense competition among AI data center clients for storage capacity, compelling Apple to prioritize supply security. Pricing power in the memory chip market is shifting from buyers to sellers, and the duration of this memory cycle may exceed traditional market expectations.

wallstreetcn16:18

Samsung Electronics' U.S. plant to begin trial production of 2nm chips at month-end; orders fully booked, poised to challenge Taiwan Semiconductor

① Samsung Electronics' Taylor fab in Texas is scheduled to begin trial production of 2nm chips by the end of this month, with all current capacity fully booked and an initial monthly output of 50,000 wafers; ② The facility has secured orders from companies such as Tesla and Broadcom, and Samsung expects its 2nm order volume to more than double compared to last year; ③ Construction on Phase II of the Taylor fab is planned to commence by year-end, with mass production targeted for 2030.

cls.cn16:05

Elon Musk's Space Data Center Bet Faces a Reality Check — Experts Says It Could Be a 'Next-Decade Event'

Orbital data centers could be the next frontier in the AI race for massive infrastructure buildouts, but experts are divided on the timeline, with one saying it is a "next-decade event," even as

Benzinga15:56

Micron’s stock price recovers above $1,000 as market focuses on late-September earnings report

Micron Technology’s share price has returned to the 1,000 level for the first time in three weeks, with a cumulative gain of nearly 700% over the past 12 months. South Korean peers SK Hynix and Samsung Electronics surged 8.3% and 5.7%, respectively, on Monday, signaling a broad recovery in sentiment across the memory chip sector. Market attention is now focused on the earnings report due on September 30, where earnings per share are projected to jump nearly tenfold to $30.89, while revenue is expected to more than triple from $11.3 billion to $50.4 billion.

wallstreetcn12:20