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The Latest Breaking News from James Schneider

Lam Research Stock Gains On Solid Results, Analyst Highlights AI-Driven Outlook

Lam Research Corp (NASDAQ:LRCX) announced its quarterly results and guidance ahead of the Street.

Benzinga

Broadcom's 10GW AI Deal With OpenAI Could Generate Up To $300 Billion Revenue, Analysts Highlight Growth From Custom Silicon And Networking Solutions

Broadcom (NASDAQ:AVGO) and OpenAI have launched a multi-year partnership to deploy 10 gigawatts of custom artificial intelligence silicon and rack-level systems, integrating compute Application-Specific Integrated Circuits (ASICs) along with Broadcom's Ethernet, Peripheral Component Interconnect Express (PCIe) and optical connectivity solutions. The deal expands beyond compute chips to networking silicon and…

Benzinga

OpenAI's $500 Billion Chip Bet: Is Broadcom The Next AI Winner?

OpenAI is accelerating its push to dominate the artificial intelligence landscape with a staggering $500 billion chip initiative involving Broadcom Inc. (NASDAQ:AVGO).

Benzinga

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Nvidia Is Now An AI Hedge Fund—But Goldman Says The Math May Not Work

Nvidia Corp. (NASDAQ:NVDA) is doubling down on AI with multibillion-dollar bets in startups like OpenAI and established businesses like Intel Corp. (NASDAQ:INTC); yet, analysts are beginning to highlight that part of that revenue could be looping back in disguise.

Benzinga

Nvidia And Intel Just Changed The AI Game—And The Pressure on AMD And ARM Is Rising

Shares of Intel Corp. (NASDAQ:INTC) soared 28% on Thursday—notching their best session ever—after Nvidia Corp. (NASDAQ:NVDA) announced it would pour $5 billion into the rival chipmaker.

Benzinga

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

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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

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

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

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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

American Tower Sees Slightly Weaker US Growth As International Performance Strengthens

American Tower Corporation (NYSE:AMT) shares are trading lower on Tuesday following the release of its second-quarter results.

Benzinga

Cadence Design Systems Delivers Beat-And-Raise Quarter Despite US Export Bans

Shares of Cadence Design Systems Inc (NASDAQ:CDNS) rallied in early trading on Tuesday, after the company Monday reported upbeat second-quarter earnings.

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.

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The Independent UK

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.

Benzinga

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.

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.

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

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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