FIRST TRUST ALERIAN US NEXTGEN INFRASTRUCTURE ETF (RBLD) News

OpenAI’s enterprise business shows “strong momentum,” with CFO reporting a 32% month-on-month growth in July

OpenAI's enterprise business growth momentum is accelerating further. According to CNBC, OpenAI Chief Financial Officer Sarah Friar stated at a Goldman Sachs conference that the company's enterprise business has recently performed "very strongly." She revealed that OpenAI's overall annualized revenue run rate increased by 20% month-on-month from June to July, with the enterprise business growing by 32% month-on-month in July. Friar noted that while OpenAI's consumer business is also growing at a "quite robust pace," the performance of the enterprise business is more prominent. Enterprise customers are becoming an important driver of OpenAI's commercial expansion.

wallstreetcn04:55

OpenAI Releases ChatGPT Images 2.5: Generation Speed Increased by Up to 50%, AI-Powered Editing Offers Precise Control

The new Sketch feature enables AI to generate complete images from sketches drawn directly by users in ChatGPT. New templates help users quickly create common visual content, such as posters and product images. Users can add comments directly on images and circle areas requiring modification, allowing the AI to alter only specified sections without the need to repeatedly rewrite prompts. OpenAI has also launched the GPT-Image-2.5 Flare and GPT-Image-2.5 Sunburst API models for developers; the former prioritizes speed, while the latter targets professional creative workflows.

wallstreetcn03:39

Performance Matches Competitors Yet Prices Rise 2.5-Fold Against the Trend: Can OpenAI’s “Pay-for-Performance” Model Break Through Corporate Spending Ceilings?

GPT-6 Astra tied for first place with Claude Fable 5.1 in independent evaluations. While their performance is comparable, their pricing strategies diverge sharply: Astra set its API unit price at 2.5 times that of its predecessor, whereas Fable 5.1 reduced the price for cache hits by 75% compared to the previous generation. Analysts suggest that OpenAI’s long-term intention is to shift from a "pay-per-token" model to a new business model based on "pay-for-performance."

wallstreetcn02:25

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

LNG exports plunge by 90%: Qatar's quarterly fiscal deficit hits a near-decade high, with economic contraction this year potentially exceeding 8%

The Qatari Ministry of Finance stated on the social media platform X that the country recorded its largest quarterly budget deficit in nearly a decade, as the de facto blockade of the Strait of Hormuz resulting from the U.S.-Iran conflict caused natural gas revenues to virtually evaporate. Qatar’s budget deficit for the second quarter reached 21.2 billion riyals (approximately $5.8 billion), the highest level since late 2016 and nearly double that of the previous quarter (which stood at 10.3 billion riyals). Prior to the outbreak of war in late February and Iran’s subsequent blockade of the strait, Qatar accounted for one-fifth of global liquefied natural gas (LNG) exports. Following the onset of hostilities, the country’s energy revenue experienced a precipitous decline.

wallstreetcnSep 8 23:51

Ten Top-rated Materials Stocks as Pricing Power Offers an Inflation Buffer

Seeking AlphaSep 8 23:48

Tariff uncertainty emerges as the biggest bullish driver for copper prices: over one million tonnes of copper flow to the US, while LME copper prices hit a record high above $14,700 per tonne.

Copper prices have repeatedly hit record highs, with the core driver shifting from demand to regional mismatches in global inventories. Uncertainty surrounding U.S. tariffs on refined copper has sustained arbitrage activities that have drawn over one million tonnes of copper into the United States, tightening spot supplies on the London Metal Exchange (LME). Meanwhile, the rebound in China’s import demand, coupled with constrained supply at the mine level, has created a supply-demand resonance that further pushes up copper prices, suggesting that structural strength may persist.

wallstreetcnSep 8 21:27

Robinhood To Rally Around 23%? Here Are 10 Top Analyst Forecasts For Tuesday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.BTIG

BenzingaSep 8 21:07

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.

wallstreetcnSep 8 20:16

Forget Trump's Tariffs: Copper Is Facing a $400 Billion Problem Nobody Can Fix

Copper hit a fresh all-time high as the London Metal Exchange benchmark three-month futures price climbed to $14,533 per metric ton.The copper rally, which lifted prices about 17% over the past year,

BenzingaSep 8 18:32

LME copper prices hit an all-time high! Tariff arbitrage and favorable supply-demand dynamics resonate: AI demand emerges as a "new engine" while Chilean exports fall to a one-year low.

Tariff Turmoil and Mining Woes: Copper Prices Hit Record Highs.

Zhitong FinanceSep 8 09:06

LME copper hits all-time high! Tariff arbitrage triggers LME copper squeeze, while production cuts by major miners intensify supply-side pressure.

London copper prices surged 47% over the past 12 months, primarily driven by market expectations that Trump will continue to expand tariffs on copper. Copper futures on the New York Exchange maintained a significant premium over London prices, triggering arbitrage activities that drove LME physical inventories down to critically low levels in August, sparking a major short squeeze. Meanwhile, Chile, the world's largest copper producer, saw its copper export revenue fall to a more-than-one-year low in August, raising the possibility of the first annual decline in global mine supply since 2017.

wallstreetcnSep 8 04:21

Here's How Much $100 Invested In Nucor 5 Years Ago Would Be Worth Today

Nucor (NYSE:NUE) has outperformed the market over the past 5 years by 6.82% on an annualized basis producing an average annual return of 18.39%. Currently, Nucor has a market capitalization of $59.45

BenzingaSep 7 23:45

OpenAI Makes Initial Breakthrough in Automated Research as the “AI Training AI” Paradigm Accelerates; Is Computing Power Still a Major Bottleneck for the Future?

① OpenAI published the article "Accelerating Research: An Inside View," publicly disclosing progress on RSI in the form of internal data for the first time; ② OpenAI expects to achieve a fully "automated AI researcher" by March 2028; ③ Team member Kevin Liu pointed out on social media: "RSI is likely to be the core driver of leaps in AI capabilities in the coming years."

cls.cnSep 7 17:11

U.S. Large-scale Data Centers Could Triple by 2030: Kobeissi

Seeking AlphaSep 7 13:19

These S&P 500 Utilities Stocks Trade Below Their 200-day Average

Seeking AlphaSep 7 12:57

Key Takeaways from Brokerage Morning Meetings: The risk of rising U.S. Treasury yields persists; dividend stocks remain a preferred core holding.

Huatai Securities believes that the risk of rising U.S. Treasury yields has not been alleviated, and dividend-paying stocks remain a solid core holding choice. China Securities Co., Ltd. (CSC) argues that Snowflake validates software moats, while AI-driven long-form video enters an industrialization phase. CITIC Securities maintains that the electronics sector delivered strong performance in Q2, with AI demand driving price increases across the industry.

cls.cnSep 7 08:36

Trending Stocks This Week as Markets Weigh Jobs Data and Rates

Seeking AlphaSep 7 00:13

Utilities Sector Underperforms In August; Constellation Energy Gains, PG&E Declines

Seeking AlphaSep 6 03:05

LULU, AVGO, DELL, SNOW, GOOGL: 5 Stocks Investors Couldn't Stop Buzzing About This Week

Retail investors talked up five hot stocks during the week (Aug. 31 to Sept. 4) on X and Reddit's r/WallStreetBets, driven by retail hype, earnings, AI infrastructure momentum, and corporate news

BenzingaSep 5 21:25