JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ) News

Walmart intensifies its food delivery efforts, challenging the market positions of Uber Eats and DoorDash

1. Walmart has expanded its food delivery services from in-store offerings to include external restaurants, increasing its business overlap with traditional food delivery platforms; 2. Nearly 65% of restaurant orders are delivered alongside Walmart merchandise, suggesting that consolidated delivery models could become a key cost advantage in its competition for the food delivery market; 3. In the second quarter, Walmart’s U.S. rapid delivery service (within 30 minutes) grew by 48%, underscoring the rising strategic importance of rapid delivery within its operations.

cls.cn15minutes ago

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

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

We Can't Allow a Handful of Greedy People to Play God': Bernie Sanders Takes Aim at Big Tech Billionaires Over AI Power

On Monday, Sen. Bernie Sanders (I-Vt.) escalated his push for tougher AI regulation, warning that a small group of Big Tech billionaires should not be allowed to determine the technology's impact on

Benzinga12:00

Samsung's 4nm process running at full capacity; over half of production allocated to HBM4

① According to reports, Samsung Electronics' 4-nanometer process node is operating at full capacity, with 50%-60% of its output dedicated to producing base dies for HBM4 memory chips, corresponding to a monthly capacity of 15,000 wafers; ② Surging demand for artificial intelligence is driving Samsung Electronics, SK Hynix, and Micron to accelerate HBM production expansion, thereby squeezing capacity for traditional DRAM.

cls.cn11:34

Shift in Data Center Bargaining Power: Cloud Providers Once Held the Upper Hand, but Now "CoreWeaves" Are Taking a Firmer Stance

The dominant position of cloud computing giants in AI data center leasing negotiations is weakening. Eager to deploy NVIDIA servers, cloud providers such as Microsoft have granted operators like CoreWeave greater bargaining leverage. This has led to more lenient Service Level Agreement (SLA) terms and stricter payment demands, with NVIDIA and AMD even entering the bidding process to provide credit guarantees for customers.

wallstreetcn10:48

Nvidia's 3-Year-Old H100 Chip Is Still Getting the Market to Pay Up, Jensen Huang Says Compute Is 'Fungible, Durable and Highly Rentable'

On Monday, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang doubled down on his view that AI computing hardware is becoming a valuable, financeable asset as rental prices for the company's older H100 GPUs

Benzinga10:44

UN Issues Major Warning on AI: Potential “Existential” Threat to Humanity!

① UN High Commissioner for Human Rights Volker Türk warned that advanced AI poses an existential threat to humanity and called for the establishment of robust safety safeguards; ② Türk stated that the pace of frontier AI development outstrips the enhancement of safety measures, and he will write to major AI companies such as Meta and OpenAI to urge them to mitigate risks.

cls.cn08:08

$100 Invested In Alphabet 10 Years Ago Would Be Worth This Much Today

Alphabet (NASDAQ:GOOGL) has outperformed the market over the past 10 years by 10.28% on an annualized basis producing an average annual return of 23.98%. Currently, Alphabet has a market

Benzinga07:00

Is AI at risk of spiraling out of control? OpenAI’s Chief Scientist warns that AI self-improvement is “not far off” and calls on the industry to proactively slow down.

Jakub Pachocki, Chief Scientist at OpenAI, notes that the current pace of AI development is alarming and that AI will soon be capable of self-improvement without human intervention, with

wallstreetcn03:35

10 Consumer Discretionary Stocks With Whale Alerts 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

Benzinga01:35

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

Benzinga01:35

Nvidia Isn't Just Buying Hugging Face—It's Expanding AI's Front Door

Nvidia Corp's (NASDAQ:NVDA) $12.9 billion acquisition of Hugging Face is widely seen as another move to strengthen its position in artificial intelligence. But the bigger opportunity may lie well

BenzingaSep 7 23:20

In-depth Interview with OpenAI President: Astra Is the First Model Trained on 100,000 GPUs, Crossing the “Application Threshold”

Brockman believes that OpenAI may have already entered the era of Artificial General Intelligence (AGI). Astra represents not only an upgrade in model capabilities but also potentially signals AI’s entry into the “computer use” era: it can directly operate various software applications without relying on API connectors. As model capabilities leap forward, the carefully constructed “skill scaffolds” of the past may instead become constraints, as AI is now capable of generalizing independently and identifying more optimal processing methods.

wallstreetcnSep 7 22:15

As AI Models Grow More Powerful, Does Storage Demand Surge? OpenAI’s Astra Reignites the “Memory Chip Trade”

The release of OpenAI’s flagship model, Astra, has reignited market enthusiasm for AI computing infrastructure. Memory chips are among the first to benefit, with U.S. semiconductor stocks and leading Asian memory manufacturers rallying collectively. Institutions believe that as the capabilities of frontier models continue to improve, the gap between AI computing demand and memory bottlenecks will widen further, making HBM and DRAM key themes in AI infrastructure investment.

wallstreetcnSep 7 21:26

US Schools Are Pushing Back on AI as New York, Los Angeles and Chicago Consider Sweeping Restrictions

AI restrictions are spreading across U.S. schools as districts and local officials reconsider how students should use the technology in classrooms.New York City has restricted student-facing AI for

BenzingaSep 7 20:04

Dan Ives Warns 10%-15% of US Data Center Projects Could Be Cut as AI Boom Faces Political Backlash, Calls It the 'Biggest Threat'

While Wall Street focuses on capital expenditure, Yorkville Ives partner Dan Ives argues that growing political backlash against data center buildouts is the single biggest threat to the tech

BenzingaSep 7 18:53

Pre-IPO Arms Race! Anthropic Secures $517 Billion in Compute Capacity Within 11 Months, Yet Still Trails OpenAI

Over the past 11 months, Anthropic has intensively signed computing power agreements totaling $517 billion, securing at least 14.8 gigawatts of capacity. Its partners include industry giants such as Google, Amazon, Microsoft, and SpaceX. Although its annualized revenue has exceeded $65 billion, surpassing OpenAI's $40 billion, its computing power reserves still lag behind OpenAI's planned target of 30 gigawatts.

wallstreetcnSep 7 18:53

TSLA Critic Gordon Johnson Rips Cybercab Launch After Elon Musk's 'Storm of Cybercabs' Promise: 'The Robotaxi Story Was Never About Robotaxis'

Tesla Inc. (NASDAQ:TSLA) critic Gordon Johnson said Elon Musk's promised "storm of Cybercabs" failed to materialize at Tesla's Austin launch, arguing the robotaxi narrative has been more about

BenzingaSep 7 18:47