Pacer Trendpilot 100 Etf (PTNQ) News

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

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

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

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

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

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

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