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The Latest Breaking News from James Schneider

Broadcom Bets Big On AI: Possible New Partnership With OpenAI Sparks Rally

Broadcom Inc (NASDAQ:AVGO) shares rallied in early trading on Friday on media reports of its possible partnership with OpenAI, which is gearing up to mass-produce its first proprietary AI chip.

Benzinga

Nvidia Q2 Guidance Shows Demand Outstrips Supply For 'New Oil And Gold Of AI Revolution'

Nvidia Corporation (NASDAQ:NVDA) analysts are highlighting the company's growth in the second quarter and pending opportunity as China regulations become clear.

Benzinga

Nvidia's Big Test: 5 ETFs That Could Soar—Or Sink—After Earnings

After adding over $2 trillion in market value since its April 2025 lows, Nvidia Corp. (NASDAQ:NVDA) faces a moment of truth on Wednesday, when it reports second-quarter earnings after the bell.

Benzinga

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Nvidia's Monster Rally Meets Its September Curse

Nvidia Corp. (NASDAQ:NVDA) has added an eye-watering $2 trillion in market cap since bottoming out in April 2025, but investors may now be wondering whether the rally has gone too far, too fast.

Benzinga

What's Going On With AMD Stock Tuesday?

Advanced Micro Devices (AMD) stock traded lower on Tuesday as rivals Arm Holdings (NASDAQ:ARM), Nvidia (NASDAQ:NVDA), and Intel (NASDAQ:INTC) made strategic moves to fortify their positions in the global semiconductor market.

Benzinga

SanDisk Stock Slips As Analysts Sound Alarm On Weak Margin Outlook Despite Strong Quarter

SanDisk (NASDAQ:SNDK) shares are trading lower on Friday despite the company’s upbeat fourth-quarter financial results on Thursday. This comes amid analyst warnings that softer third-quarter margin forecasts could weigh on shares.

Benzinga

Applied Materials Analysts Flag $600 Million Guidance Shortfall, China Slowdown

What happens when a tech giant’s impressive earnings report can’t shield it from a market nosedive? As Applied Materials Inc. (NASDAQ:AMAT) experiences a surprising slump, analysts weigh in on the forces at play behind the scenes. Shares of Applied Materials declined in early trading on Friday, despite the company’s upbeat fiscal third-quarter results…

Benzinga

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AMD Stock Has A Lot 'To Be Encouraged And Excited About': Analysts Are Cautious But Bullish

Advanced Micro Devices (NASDAQ:AMD) analysts break down the Q2 financial results and highlight what could happen in the second half of the fiscal year.

Benzinga

Arm AI Ambitions Grow, But Analysts Warn Of Margin Trouble Ahead

Arm Holdings (NASDAQ:ARM) underwhelmed with its latest quarterly results, prompting Wall Street analysts to revise their ratings on the chip designer.

Benzinga

Lam Research Projects Strong FY26, But China-Driven Growth Faces Market Skepticism

Lam Research (NASDAQ:LRCX) delivered stronger-than-expected earnings and raised its full-year guidance, driven by robust demand from China that defied broader industry headwinds.

Benzinga

Goldman Sachs: 4 Must-Buy Chip Stocks, And A Few You Should Forget

With over $350 billion already funneled into artificial intelligence infrastructure, Goldman Sachs says the next phase of chip investing hinges on performance, cost-efficiency, and software breadth, setting the stage for new market leaders and fresh laggards.

Benzinga

How Dominic Cummings tried to help Jeremy Corbyn become prime minister

Dominic Cummings offered to help Jeremy Corbyn become prime minister before the 2019 general election, a new book has claimed.

The Independent UK

A Glimpse Into The Expert Outlook On Lumen Technologies Through 4 Analysts

Analysts' ratings for Lumen Technologies (NYSE:LUMN) over the last quarter vary from bullish to bearish, as provided by 4 analysts.

Benzinga

Cable TV Stocks Face Broadband Train Wreck Heading Into Earnings Reports

Despite gains in the wireless phone market, cable TV stocks have been punished for broadband subscriber losses — a trend that doesn't appear to be reversing anytime soon.

Investors Business Daily

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Barchart

2 High-Yield Stocks With New 'Buy' Ratings from Goldman

Goldman Sachs initiated AT&T and Verizon with bullish coverage, citing a favorable telecom industry backdrop and attractive dividend yields, as the sector undergoes major transformation with significant investments in 5G and network infrastructure.

Investors Business Daily

IBM Stock Gains New Bull On Wall Street. AI Investments Are 'Paying Dividends.'

IBM stock gained in trading Monday after Goldman Sachs initiated coverage with a buy rating and price target of 200.

The Guardian - UK

Momentum considers accepting members from outside the Labour party

Plan is intended to catch those who left the party under Keir Starmer and to create a broader leftwing movement before the election

The Guardian - UK

Left is marginalised as Starmer allies dominate at Labour conference

Delegates were split at last year’s conference, but leader’s supporters now hold almost all the levers of power

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The Guardian - UK

Our Bloc: How We Win by James Schneider review – can the left triumph without Labour?

Urgent and engaging at its best, the Momentum co-founder’s manifesto fails to chart a realistic route to power

The Guardian - UK

Why politicians can’t resist striking a pose in Vogue

British prime minister-in-waiting Liz Truss is said to want to appear in the fashion glossy, but she should be careful what she wishes for

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