INVESCO ESG S&P 500 EQUAL WEIGHT ETF (RSPE) News

Deal Dispatch: Nvidia Buys Hugging Face for $12.9 Billion, Barilla Acquires Goodles, Park Place Partners Bankruptcy

Benzinga02:46

The trillion-dollar “arms race” enters a phase of full-speed expansion! From chips to software, which of the 65 core U.S. AI concept stocks is burning cash the fastest?

The capital expenditure race for AI infrastructure: These tech stocks are ramping up spending.

Zhitong FinanceSep 4 20:20

Will gold shine again? Societe Generale reinstates bullish stance, Deutsche Bank declares "the cavalry has arrived," and leading asset managers are accelerating position building.

Société Générale has clearly reinstated its long position on gold, arguing that the impact of hawkish policies has been priced in and current downside risks are limited. Deutsche Bank confirms that a turning point for institutional capital has arrived, with hedge funds, asset managers, and banks successively increasing their purchases, although positions remain at low levels. Leading asset management firms such as Amundi, Robeco, and Fidelity have increased their gold holdings during the pullback, while structural factors like central bank gold purchases and de-dollarization provide foundational support for gold prices.

wallstreetcnSep 4 17:49

Moderna Ignites Hope: Has the Era of Cancer Vaccines Truly Arrived?

① Moderna’s early success serves as the strongest endorsement for the technological pathway of “personalized neoantigen cancer vaccines”; ② The current bottleneck in the development of neoantigen cancer vaccines no longer lies in delivery or synthesis technologies; rather, the key to success is the precise prediction of tumor mutations; ③ Once it is proven in the adjuvant therapy setting that the product can significantly reduce the risk of postoperative recurrence, its commercial ceiling will be substantially raised.

cls.cnSep 4 12:45

Cost per million tokens drops below $1! Goldman Sachs: “Volume surge, price collapse” shakes the logic of AI capital expenditure.

Goldman Sachs’ latest report shows that the SDLLMTK index, which measures AI inference pricing, plummeted by 29% in August alone, falling below the $1 per million tokens threshold for the first time and marking a cumulative 50% decline from its peak. Price cuts, user migration to low-cost open-source models, intensifying competition, and local inference are structurally eroding the per-token pricing model. The widening divergence between rising volume and falling prices is dismantling the core narrative that “more tokens equal more revenue.”

wallstreetcnSep 4 09:37

EXCLUSIVE: AI, Genomics Could Fuel Biotech ETF Re-Rating as Health Care Trades at Discount, Says Expert

BenzingaSep 4 06:14

High-beta U.S. stocks surged, with Snowflake rising 16% and Tesla gaining over 5%, as AI earnings reports combined with Waller's dovish pivot fueled risk appetite.

Dell Technologies shares rebounded by nearly 25% from pre-earnings levels, as its results indicated that AI spending continues to flow into servers, networking, and data center infrastructure. Snowflake’s strong performance and raised full-year guidance further fueled the narrative that AI is becoming a new engine for software growth. Concerns over power shortages in AI data centers intensified, driving Bloom Energy’s shares up nearly 10% during intraday trading. Cryptocurrency-related stocks, including Robinhood and MicroStrategy—a major Bitcoin holder—surged by double digits intraday, highlighting a return of risk appetite. However, Broadcom’s shares fell nearly 7% following its earnings release, reflecting the market’s increasingly stringent expectations for AI-related financial performance.

wallstreetcnSep 4 05:19

Enterprise Software Rallies as Chip Stocks Reflect Mixed Action

Seeking AlphaSep 4 05:07

"Welcome to the AGI Era"! OpenAI Releases GPT-6 Astra, Trained on 100,000 GPUs, with Cybersecurity Capabilities Reaching "Critical" Level for the First Time

Astra API is priced at $10 per million input tokens and $50 per million output tokens, approximately 2.5 times the cost of GPT-5.6 Sol. OpenAI stated that Astra has met the company’s internal threshold for “critical” cybersecurity capabilities for the first time. The model can identify previously unknown software vulnerabilities and develop corresponding exploits with minimal human intervention, although its most advanced features are not yet fully available.

wallstreetcnSep 4 02:47

Nvidia-backed Thinking Machines in Talks to Raise New Funding at $40B Valuation: Report

Seeking AlphaSep 4 02:04

What's Going On With Salesforce Stock on Thursday?

BenzingaSep 4 01:49

Wall Street Rallies as Fed's Waller Hints at September Rate Hold: Stock Market Today

BenzingaSep 4 01:47

Midday Need to Know: Service PMI Expands, Tyson Foods Cuts Outlook & More

Seeking AlphaSep 4 00:35

Major AI Platforms Experience Simultaneous Outages: ChatGPT, Claude, and Grok Report Service Disruptions

Google's Gemini is currently unaffected. The outage is speculated to be related to Microsoft Azure, as all three AI platforms rely on Azure for cloud computing services, although their computational architectures also incorporate other providers such as Google.

wallstreetcnSep 3 23:34

Michael Burry Comes for Palantir Again — This Time It's the Balance Sheet

BenzingaSep 3 22:54

Jensen Huang Says AI Is a 'Five-Layer Cake.' Nvidia Is Just One Slice

BenzingaSep 3 22:46

S&P 500 Gainers: Today's Top Performers Ranked by Quant

Seeking AlphaSep 3 22:19

Zscaler Earnings Prediction Market Preview: Will Anthropic's Claude Be a 'Tailwind'?

BenzingaSep 3 21:47

Gold bulls gather momentum! Goldman Sachs sets year-end target of $4,900, with central bank demand as key support

① Goldman Sachs Research's latest forecast projects that gold prices will rise to $4,900 per ounce by the end of 2026, driven by robust demand from central banks seeking to diversify their foreign exchange reserves; ② Meanwhile, the firm warns that investors' use of gold derivatives for hedging could exacerbate price volatility.

cls.cnSep 3 21:36

Argus Research Reiterates Buy on Palo Alto Networks, Maintains $425 Price Target

BenzingaSep 3 21:31 · Ratings