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INSANE: 10 - The Real Truth

Tesla, Apple, Amazon Among Hedge Fund Favorites, SPY Emerges As Top ETF Buy

Hedge funds boosted their holdings in leading technology firms substantially in the second quarter of 2025, with Apple Inc (NASDAQ:AAPL), Amazon.com Inc (NASDAQ:AMZN), Nvidia Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Meta Platforms Inc (NASDAQ:META), Alphabet Inc (NASDAQ:GOOGL), Tesla Inc (NASDAQ:TSLA), and Broadcom Inc (NASDAQ:AVGO) being among the top bought stocks, per…

Benzinga

Billionaire Fund Manager Doubles Down on Nvidia and Key AI Stack Play

Billionaire Philippe Laffont, the head of a $70 billion hedge fund at Coatue Management, has significantly ramped up his investments in Nvidia Corp. (NASDAQ:NVDA) and its leading AI-cloud collaborator, CoreWeave Inc (NASDAQ:CRWV).

Benzinga

DeepSeek's Latest AI Model Delayed After Huawei Chips Fail Amid China's Push To Reduce Reliance On US Companies Like Nvidia: Report

The Chinese AI start-up DeepSeek has reportedly postponed the launch of its new model after technical issues with Huawei Technologies’ chips forced a reliance on U.S.-made Nvidia Corp.'s (NASDAQ:NVDA) processors.

Benzinga

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Kevin O'Leary Says Nvidia, AMD Still Win Under Trump China Plan Despite 15% 'Form Of Blackmail' Levy

Media personality and entrepreneur Kevin O’Leary says President Donald Trump‘s deal allowing NVIDIA Corp (NASDAQ:NVDA) and Advanced Micro Devices Inc (NASDAQ:AMD) to sell semiconductor chips in China under a government revenue-sharing plan is mutually beneficial.

Benzinga

Scott Bessent Says Nvidia-AMD China Revenue Deal Could Serve As 'Model' For Other Industries

Treasury Secretary Scott Bessent has praised the 15% revenue-sharing agreement between the U.S. government and chip giants Nvidia Corp. (NASDAQ:NVDA) and Advanced Micro Devices Inc. (NASDAQ:AMD).

Benzinga

Jim Simons' Renaissance Q2 Tech Shake-Up: Adds Netflix, Apple While Showing Chipmakers Broadcom, AMD The Door

Late investor Jim Simons‘ fund, Renaissance Technologies LLC, executed a major shake-up of its technology holdings in the second quarter, doubling down on streaming and consumer electronics while completely exiting major chipmaker stocks.

Benzinga

Intel's White House Advantage: The Only Chip Giant Not Paying The China Tax

While Nvidia Corp. (NASDAQ:NVDA) and Advanced Micro Devices Inc. (NASDAQ:AMD) face a new government-imposed 15% revenue cut on AI chip sales to China, Intel is notably absent from this "China tax" club. That absence isn't luck—it's the result of Intel Corp. (NASDAQ:INTC) CEO Lip-Bu Tan's upcoming White House meeting, which…

Benzinga

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China Raises Security Red Flags Over Nvidia's H20 Chips As Trump Pushes For 15% Revenue Share: Report

China has reportedly raised security concerns about Nvidia Corp.’s (NASDAQ:NVDA) H20 chips, especially regarding potential backdoor risks, while the U.S. government, spearheaded by Donald Trump, pushes for a 15% revenue share from sales to China as part of its deal with the chipmaker.

Benzinga

Peter Schiff, The Kobeissi Letter Warn Of 'Federal Shakedown' Over Nvidia, AMD's 15% China Chip Revenue Deal With Trump Administration

Economist Peter Schiff and capital markets commentator The Kobeissi Letter have sharply criticized Nvidia Corp.'s (NASDAQ:NVDA) and Advanced Micro Devices, Inc.'s (NASDAQ:AMD) agreement to pay 15% of their China chip revenues to the U.S. government, calling it a “federal shakedown.”

Benzinga

Nvidia, AMD Export Restrictions Ease, But Chinese Chipmaker SMIC Says That Growing Domestic Demand 'Perfectly' Replaces Foreign Rivals

While the U.S. recently eased export restrictions on advanced semiconductors by firms like Nvidia Corp. and Advanced Micro Devices Inc., a leading Chinese chipmaker has declared that its domestic market is already substituting foreign alternatives.

Benzinga

Nvidia Is Producing 'Unprecedented Wealth' For Its Employees, Nearly 80% Are Already Millionaires: Report

As Nvidia Corp. (NASDAQ:NVDA) continues to dominate the AI race and stock market, a new report says that the wealth created inside the company has reached stunning levels.

Benzinga

Cathie Wood Drops $8.3 Million On AMD And Nvidia In Monday Trading Blitz, Sells Robinhood Stock Amid 'Project Crypto' Buzz

On Monday, Cathie Wood-led Ark Invest made significant trades involving Advanced Micro Devices Inc. (NASDAQ:AMD), NVIDIA Corp (NASDAQ:NVDA), and Robinhood Markets Inc (NASDAQ:HOOD). These trades highlight Ark’s strategic positioning in the tech and financial sectors.

Benzinga

Nvidia Could Add Billions From China Sales If H20 GPUs Get Green Light From US: Analyst

BofA Securities analyst Vivek Arya maintained a Buy rating on NVIDIA Corp (NASDAQ:NVDA) with a price target of $220 on Monday.

Benzinga

How Tesla, Nvidia, Alphabet Could Cash In On Cathie Wood's $10-Trillion Robotaxi Boom

Cathie Wood's bold forecast that autonomous taxi networks could generate $8-10 trillion in revenue over the next 5 to 10 years is capturing Wall Street's imagination. At the heart of this robotaxi revolution are Tesla Inc (NASDAQ:TSLA), Nvidia Corp (NASDAQ:NVDA) and Alphabet Inc (NASDAQ:GOOGL) (NASDAQ:GOOG), each uniquely positioned to ride…

Benzinga

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Benzinga

Nvidia, Broadcom, Marvell Lead Chip Stock Slide After Trump Hits China, Taiwan With New Tariffs

Artificial intelligence chip stocks including NVIDIA Corp. (NASDAQ:NVDA), Advanced Micro Devices Inc (NASDAQ:AMD), Broadcom Inc (NASDAQ:AVGO), Arm Holdings PLC-ADR (NASDAQ:ARM), Marvell Technology Inc (NASDAQ:MRVL), Micron Technology Inc (NASDAQ:MU), Lam Research Corp (NASDAQ:LRCX), Taiwan Semiconductor Manufacturing Co (NYSE:TSM), Super Micro Computer Inc (NASDAQ:SMCI) are trading lower on Friday as the Trump…

Benzinga

Tesla, Apple Flunk Peter Lynch's PEG Test - Nvidia Still Tops The Class

In a year where hype has driven many tech valuations sky-high, Peter Lynch's old-school PEG (Price/Earnings-to-Growth ratio) test still cuts through the noise. Nvidia Corp (NASDAQ:NVDA), with a reasonable price tag relative to its explosive earnings growth, has crushed its Mag 7 peers with a 60% rally in 2025.

Benzinga

Magnificent Seven Now Worth Over $19 Trillion—And They Make Up 35% Of The S&P 500

Wall Street's most powerful tech giants are rewriting the rules of market dominance.

Benzinga

Jensen Huang Sells $39 Million In Shares As NVDA Stock Soars 30% In 2025

In a recent development, NVIDIA Corp (NASDAQ:NVDA) CEO and President Jensen Huang has sold a significant amount of the company’s stock.

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Benzinga

Semiconductor Slump Puts Direxion's NVDA-Centered NVDU And NVDD ETFs In Focus

While artificial intelligence has been one of the hottest topics in the business ecosystem, it's not without its challenges. Six months following its high-profile announcement at the White House, the $500 billion Stargate project — a joint venture between OpenAI and SoftBank — has encountered significant delays and scaled-back ambitions.…

Benzinga

Nvidia Is Now Worth Twice Tesla, AMD, Palantir, And Intel Combined

Move over, Magnificent Seven—Nvidia Corp (NASDAQ:NVDA) just became a solo act. The GPU giant is now worth more than double the combined market caps of Tesla Inc (NASDAQ:TSLA) ($1.02 trillion), Advanced Micro Devices Inc (NASDAQ:AMD) ($281.57 billion), Palantir Technologies Inc (NASDAQ:PLTR) ($372.58 billion) and Intel Corp (NASDAQ:INTC) ($90.52 billion), with…

Benzinga

Nvidia Tops $4.3 Trillion Valuation, Surpassing Microsoft By $500B — 'The Craziest Part? The AI Revolution Has Barely Started'

On Monday, NVIDIA Corp. (NASDAQ:NVDA) hit a new milestone, becoming the first company in history to hit $4.3 trillion in market capitalization, while widening its gulf with the company ranked second.

Benzinga

Cathie Wood Goes On A $20M Bitmine Immersion Bargain Hunt As Ark Trims Robinhood And Palantir Stakes

On Monday, Cathie Wood-led Ark Invest made significant trades, including a notable purchase of Bitmine Immersion Technologies Inc. (BMNR) shares. The investment firm also increased its holdings in Alphabet Inc. (NASDAQ:GOOG) and NVIDIA Corp (NASDAQ:NVDA), while reducing its stake in Robinhood Markets Inc. (NASDAQ:HOOD) and Palantir Technologies Inc (NASDAQ:PLTR).

Benzinga

MicroVision Tech On Nvidia Platform — What's Going On?

MicroVision (NASDAQ:MVIS) stock had a brief uptick before going down on Monday after the company announced that its MOVIA lidar system is now officially supported on the NVIDIA Corp (NASDAQ:NVDA) DRIVE AGX platform, a key development aimed at accelerating the adoption of its perception-enhanced lidar technology within the autonomous driving…

Benzinga

Jensen Huang Says He's Created More Billionaires Than Any CEO: 'Don't Feel Sad For Anybody At My Layer'

As the Donald Trump administration unveiled its AI policy plan, Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang joined top Silicon Valley figures to weigh in on the cutthroat battle for AI talent and compensation during a live podcast in Washington, D.C.

Benzinga

Chinese Repair Shops Quietly Keep Smuggled Nvidia AI Chips Alive, Fixing Up To 500 Banned H100 GPUs Per Month As US Scrambles To Track Them: Report

A booming underground repair industry in China is breathing new life into banned Nvidia Corp. (NASDAQ:NVDA) AI chips, raising alarms in Washington over enforcement gaps and national security risks.

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