EXPLAINED: 19 | Vintage Vibes

Cerebras Sells Off After Earnings: Is This a Market Disconnection?

Cerebras shares fell after Q2 results, but strong RPO growth past $25 billion, analyst Moderate Buy ratings, and expanding inference demand suggest the pullback may be overdone.

MarketBeat · Aug 14

NVIDIA Says ‘Free AI’ Is Great For Chips — Jensen Huang’s Open-Source Bet Could Fuel GPU Demand

NVIDIA Corp. (NASDAQ:NVDA) stock gained about half a percent during Friday’s premarket session as traders lean into a slightly firmer risk tone ahead of the open. Nasdaq futures are up 0.23% while S&P 500 futures have gained 0.08%.

Benzinga · Aug 14

MSFT Could Emerge as Big Tech's Free Cash Flow King in 2027 While GOOGL, META Stay Negative: Analyst

Microsoft Corp. (NASDAQ:MSFT) could emerge as Big Tech’s strongest free cash flow generator in 2027, while Google’s parent, Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL), and Meta Platforms Inc. (NASDAQ:META) could remain free-cash-flow negative, according to third-party estimates highlighted by I/O Fund analyst Beth Kindig.

Benzinga · Aug 14

Trump Wanted Advanced Tech Made in America, Tim Cook Brought Mac Mini Production to Texas: 'Thank You' for the $600 Billion Commitment, Says Howard Lutnick

On Thursday, Apple Inc. (NASDAQ:AAPL) CEO Tim Cook was joined by U.S. Commerce Secretary Howard Lutnick and others at the opening of the new Advanced Manufacturing Center in Houston, Texas, where Cupertino will begin making Mac mini computers later this year.

Benzinga · Aug 14

Stocks Rally on the Favorable US PPI Report

The S&P 500 Index ($SPX ) (SPY ) on Thursday rose +0.65%, the Dow Jones Industrial Average ($DOWI ) (DIA ) rose +0.13%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) rose +1.15%. September E-mini S&P futures (ESU26 ) rose +0.68%, and September E-mini Nasdaq futures (NQU26 ) rose...

Barchart · Aug 13

SanDisk Surges 55% From its July Low: Wall Street Just Got a New Roadmap

SanDisk Corporation (NASDAQ:SNDK) stock has gone from a brutal selloff to another explosive rally in just few sessions.

Benzinga · Aug 13

Oracle Has 30% Upside, JPMorgan Says. The Market May Be Missing Its AI Transformation.

For much of the AI boom, Oracle Corp (NASDAQ:ORCL) has been viewed as a legacy software company racing to catch up with cloud leaders. JPMorgan believes that perception is increasingly outdated.

Benzinga · Aug 13

Chip Stocks Power S&P 500 to Record Highs, SanDisk Soars 15%: Stock Market Today

The S&P 500 cleared 7,800 points for the first time ever on Thursday after a second consecutive soft inflation print all but shut the door on a September rate hike, with semiconductors doing the heavy lifting.

Benzinga · Aug 13

Stocks See Support from Favorable PPI Report

The S&P 500 Index ($SPX ) (SPY ) is up +0.31%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.21%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.16%. September E-mini S&P futures (ESU26 ) are up +0.45%, and September E-mini Nasdaq futures (NQU26...

Barchart · Aug 13

Cisco Says It's Taking Customers From Rivals. Is Arista's Lead Narrowing?

Cisco Systems, Inc. (NASDAQ:CSCO) used its fiscal fourth quarter earnings call to send an unusually direct message to investors: it believes the AI networking race is no longer just about keeping pace with demand—it is also about taking customers from rivals.

Benzinga · Aug 13