INSANE: 8 - The Real Truth

Qualcomm's Edge AI Push Could Fuel the Next Leg Higher for Semiconductor ETFs

For much of the AI boom, semiconductor ETFs have been driven by a handful of names led by Nvidia Corp (NASDAQ:NVDA). But Qualcomm’s growing role in edge AI is giving ETF investors another avenue to play the artificial intelligence theme as the industry expands beyond data centers.

Benzinga · Jul 8

Nvidia Says Kyber Is Still on Track. Why the Next-Gen Infrastructure Matters for NVDA Stock.

Nvidia is pushing back against Kyber delay rumors, while the next-generation AI infrastructure platform remains a critical pillar of its long-term growth story.

Barchart · Jul 8

Nvidia Is Allegedly Delaying Its Kyber Rack-Scale Architecture by More Than 12 Months. What This Means for NVDA Stock.

Nvidia's decision is due to manufacturing challenges with high-speed circuit boards and optical components, though the broader AI chip roadmap remains on track.

Barchart · Jul 8

Sentiment Could Be Turning Sour on Nvidia. Here’s Where 1 Analyst Thinks NVDA Stock Is Headed Next.

Seaport Global maintains its "Sell" rating on Nvidia due to balance sheet worries.

Barchart · Jul 5

AMD Beats NVDA in 1H26 Returns. Here’s What's Next for 2H26.

While demand tailwinds indicate strong growth ahead, AMD stock is not cheap. Following its sharp run-up, AMD now trades at 87.9 times forward earnings.

Barchart · Jul 4

Chamath Palihapitiya Jokes There are 'No Jobs Left' As Nvidia, Corning and Ford Tell a Very Different AI Story: 'Dario Told Me...'

Venture capitalist Chamath Palihapitiya recently joked that there are “no jobs left” in the age of artificial intelligence (AI). This comes as recent developments at major U.S. corporations prove otherwise: Nvidia Corp. (NASDAQ:NVDA) and Corning Inc. (NYSE:GLW) are adding thousands of manufacturing roles to build AI infrastructure, while Ford Motor…

Benzinga · Jul 2

Nvidia, Tesla, Caterpillar: ETFs Most Exposed to Michael Burry's New Shorts

Michael Burry, the investor best known for predicting the 2008 housing market collapse, has taken aim at some of Wall Street’s biggest AI winners, raising fresh questions for ETF investors heavily exposed to the trade. His latest regulatory filing revealed bearish positions against Nvidia Corp (NASDAQ:NVDA), Caterpillar, Inc. (NYSE:CAT), Tesla,…

Benzinga · Jul 1

EXCLUSIVE: Market Expert Jay Woods Picks Top 2 Magnificent Seven Stocks For Rest of 2026, 2027

Prior to the start of 2026, Freedom Capital Markets Chief Market Strategist Jay Woods named Alphabet Inc (NASDAQ:GOOG)(NASDAQ:GOOGL) and Tesla (NASDAQ:TSLA) as his favorite Magnificent Seven stocks for the year.

Benzinga · Jul 1

Caterpillar Is Trading Richer Than Nvidia—And It's Selling Bulldozers

Wall Street’s AI boom has produced some eye-popping winners over the past two years, but one of its most surprising may not be a chipmaker at all. It is Caterpillar Inc. (NYSE:CAT). Known for its bulldozers, excavators and heavy construction equipment, Caterpillar now trades at a richer earnings valuation than…

Benzinga · Jul 1

Top 3 Bull Put Spread Setups for July 2026

The stock market is showing some encouraging signs with two bullish candlesticks in a row, and if that continues, bull put spread trades could do well.

Barchart · Jul 1