iShares Core S&P U.S. Value ETF (IUSV) News

Rate Hikes vs. No Rate Hikes: Who Can Halt the Rise in Long-Term Bond Yields?

How will US Treasury yields evolve following the conclusion of the September FOMC meeting?

Chuan Yue Global MacroSep 7 18:19

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

① Walmart has extended its food delivery service from within its stores to external restaurants, increasing overlap with traditional food-delivery platforms; ② Nearly 65% of restaurant orders are

cls.cn8minutes ago

ASML Holding Secures Commitments from Taiwan Semiconductor and Samsung, Providing Strong Support for Next-Generation EUV Lithography Machines

① On September 8, ASML Holding announced the advancement of next-generation High Numerical Aperture (High NA) EUV technology applications in collaboration with Taiwan Semiconductor, Samsung, and Intel; ② According to the plan, Taiwan Semiconductor will utilize this technology for mass production of advanced process nodes by 2030, while Samsung aims to apply it to DRAM mass production by 2028; ③ ASML Holding also plans to upgrade the mask size for its next-generation equipment, with a pilot line featuring larger masks expected to be demonstrated in 2031.

cls.cn17minutes ago

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.

wallstreetcn29minutes 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.

wallstreetcn59minutes ago

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

Ross Gerber Recommends Tesla Owners Let TSLA 'Take The Risk' In Elon Musk's Airbnb-Like Robotaxi Program

Investor Ross Gerber on Monday advised Tesla Inc. (NASDAQ:TSLA) owners to refrain from participating in the EV giant's Airbnb Inc.-like (NASDAQ:ABNB) Robotaxi service rollout amid the Cybercab launch.

Benzinga13:36

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

Xiao K Morning Brief | Intel reportedly raises PC CPU prices by another 10%; Goldman Sachs significantly upgrades forecast for optical transceiver market

① The Ministry of Industry and Information Technology deploys high-speed transmission technologies of 400G and above, promoting the broader adoption of 100G optical network equipment; ② Huawei releases the high-performance Kirin 9050 Pro chip for the first time in six years, marking the world's first commercial deployment; ③ Xinhua Media plans to issue shares to acquire a controlling stake in Jiemian Cailianshe and has suspended trading.

cls.cn08:51

Intel raises CPU prices by another 10% and plans to phase out low-margin products

Intel plans to raise prices for its PC CPUs by approximately 10% in October, marking the third round of price hikes since late 2025. Meanwhile, CEO Lip-Bu Tan is reviewing low-margin product lines, with some facing discontinuation and market withdrawal, primarily affecting the industrial PC, IoT, and embedded markets. The core logic behind Intel's current adjustment is to prioritize gross margin, abandoning its previous strategy of trading price for volume.

wallstreetcn08:40

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

Trump shares AI-generated image while discussing stock trading: “I have already earned hundreds of billions of dollars for the United States.”

U.S. President Trump posted a series of messages featuring AI-generated images on his self-founded social media platform, Truth Social, including claims that he had generated hundreds of billions of dollars for the United States through his holdings in stocks and other assets.

cls.cnSep 7 22:17

Eurozone political risk premium intensifies! The Alternative for Germany (AfD) secures its first state election victory with 43.8% of the vote, marking the first time since World War II that a far-right party has come close to holding executive power.

The far-right Alternative for Germany (AfD) party achieved its best-ever result in the Saxony-Anhalt state parliament election, leading other parties by a wide margin with 43.8% of the vote and becoming the largest party in the state. This marks the first time since World War II that a far-right party in Germany has secured such a clear lead in a state-level election. On September 6, Saxony-Anhalt, a state in eastern Germany, held its state parliament election. Preliminary vote counts show that the AfD won 39 of the 83 seats, more than doubling its vote share from approximately 20% in 2021; German Chancellor Friedrich Merz led...

wallstreetcnSep 7 22:01

TotalEnergies Cuts Papua LNG Costs To $14 Billion After Project Optimization

TotalEnergies (NYSE:TTE) on Monday disclosed that its Papua LNG project has reached several key contractual and commercial milestones, moving it closer to a Final Investment Decision.As part of the

BenzingaSep 7 21:50

Saudi Aramco's Jizan oil facilities attacked again, driving up international oil prices

Saudi Aramco's oil facilities in Jizan came under attack again within less than a month, prompting international oil prices to rise and heightening market concerns over regional energy supplies.

wallstreetcnSep 7 21:36

OpenAI, Anthropic IPOs Could Spark a Selloff in These Struggling Stocks — IBM, Tesla, AppLovin Among Names at Risk

The upcoming initial public offerings (IPOs) of OpenAI and Anthropic may exacerbate the woes of already struggling stocks post-Labor Day, said strategists at Evercore ISI, spearheaded by Julian

BenzingaSep 7 20:49

New York Fed Analyzes Global Dollar Reserves: Dollar Share Declines, but 'De-dollarization' Narrative Is Overstated

According to research by the Federal Reserve Bank of New York, the decline in the U.S. dollar's share of foreign exchange reserves does not reflect a broad-based shift away from the currency, but rather the actions of a limited number of reserve managers.

Zhitong FinanceSep 7 19:54

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