Articles written by Anusuya Lahiri - Benzinga

NVIDIA's China Comeback: Analyst Forecasts 'Godfather of AI' Will Spark New Global Tech Surge

NVIDIA's China Comeback: Analyst Forecasts 'Godfather of AI' Will Spark New Global Tech Surge

NVIDIA (NVDA) stock remains in focus as Dan Ives predicts a massive tech rally following eased U.S.-China tensions. See why the H200 sale approval is a game-changer for AI software and cloud growth in 2026.

AI Momentum Becomes Alphabet Stock's Biggest Catalyst: Analyst

AI Momentum Becomes Alphabet Stock's Biggest Catalyst: Analyst

Will Google I/O push Alphabet past $430? BofA calls AI momentum Alphabet's biggest catalyst but warns expectations are high.

Why Is AMD Stock Falling Friday?

Why Is AMD Stock Falling Friday?

AMD stock drops 3% as chip stocks tumble following the Trump-Xi summit. Get the latest update on trade tensions and market rotation.

From Ukraine To UK, Palantir's Global Military Dominance Faces New Resistance

From Ukraine To UK, Palantir's Global Military Dominance Faces New Resistance

Palantir (PLTR) stock dips as CEO Alex Karp slams German resistance to his "operating system for war." See how European tech sovereignty and Ukraine battlefield success are shaping Palantir's future in 2026.

The Great Chip Letdown: Why The Trump-Xi Summit Just Tanked NVIDIA And Intel

The Great Chip Letdown: Why The Trump-Xi Summit Just Tanked NVIDIA And Intel

No chip breakthrough: NVDA and INTC shares fall after Trump and Xi Jinping conclude their summit without major trade agreements.

Broadcom Slides As Trump-Xi Summit Ends Without Chip Deal

Broadcom Slides As Trump-Xi Summit Ends Without Chip Deal

Broadcom (AVGO) stock drops nearly 3% as the Trump-Xi summit ends without a chip breakthrough. Discover how an $18B OpenAI financing hurdle and trade tensions are impacting the AI giant in 2026.

Taiwan Semi Accelerates 2nm And AI Packaging Push

Taiwan Semi Accelerates 2nm And AI Packaging Push

TSMC is accelerating investments in 2nm chips, CoWoS packaging, and AI infrastructure as executives forecast a $1.5 trillion semiconductor market by 2030.

Chip Stocks Fall As Inflation Fears Trigger Profit-Taking

Chip Stocks Fall As Inflation Fears Trigger Profit-Taking

Semiconductor stocks like NVDA and AMD fell Friday as profit-taking and hot CPI data hit AI-driven gains. Get the latest chip sector news.

Nvidia Lost China's AI Crown — But Experts Say The Story Is Far From Over

Nvidia Lost China's AI Crown — But Experts Say The Story Is Far From Over

NVIDIA faces a "geopolitical chessboard" in China ahead of May 20 earnings. Experts weigh in on H200 demand and domestic competition.

Cerebras CEO Warns US Chip Manufacturing Catch-Up Could Take 15 Years

Cerebras CEO Warns US Chip Manufacturing Catch-Up Could Take 15 Years

Nvidia rival Cerebras (CBRS) goes public at $185/share. CEO Andrew Feldman says the IPO will fund the next phase of massive AI expansion.

Broadcom Surges On New Data Center Framework: Wall Street Vastly Underestimating AI Power Needs

Broadcom Surges On New Data Center Framework: Wall Street Vastly Underestimating AI Power Needs

Broadcom (AVGO) stock jumps 4% on a massive analyst upgrade from Wells Fargo. See how a new gigawatt data center power model proves Wall Street is missing a 40% AI revenue surge in 2026.

What Is Going On With Marvell Tech Stock On Thursday?

What Is Going On With Marvell Tech Stock On Thursday?

Marvell (MRVL) stock jumps 6% on a high-profile custom AI chip alliance with Google and a massive $200 price target raise from BofA. Discover how this partnership challenges NVIDIA's hardware dominance.

Analysts Say Applied Materials Is Built For The AI Chip Supercycle

Analysts Say Applied Materials Is Built For The AI Chip Supercycle

AMAT hits $440 as Wall Street raises targets. Citi, Lynx, and RBC lift Applied Materials forecasts up to $550 on AI chip boom.

Arm Holdings Tech Rally Takes Breather As Investors Weigh Supply Chain Risks

Arm Holdings Tech Rally Takes Breather As Investors Weigh Supply Chain Risks

Arm Holdings (ARM) stock price dips as China revenue and high profit expectations are being evaluated against the latest global trade news.

What's Going On With Sandisk Stock Thursday?

What's Going On With Sandisk Stock Thursday?

S&P upgrades SanDisk (SNDK) after company repays all debt, boasting a $3.7B cash pile and a massive $6B stock buyback plan.

EXCLUSIVE: Cycurion Net Loss Shrinks As AI Strategy Takes Flight (CORRECTED)

EXCLUSIVE: Cycurion Net Loss Shrinks As AI Strategy Takes Flight (CORRECTED)

Cycurion (CYCU) stock gains as net losses shrink 75% in Q1. See how the acquisition of Halo Privacy and a pivot to high-margin AI platforms are driving Cycurion's 2026 turnaround.

What's Going On With Micron Stock Thursday?

What's Going On With Micron Stock Thursday?

With MU stock trading near 52-week highs, see why constrained memory supply could keep pricing power with Micron through 2028.

What's Going On With NVIDIA Stock Thursday?

What's Going On With NVIDIA Stock Thursday?

NVIDIA (NVDA) climbs 1.85% premarket. Investors eye Jensen Huang's China visit and upcoming May 20 earnings for AI growth signals.

Analysts Say Agentic AI Will Power One-Third Of Smartphones Within Two Years

Analysts Say Agentic AI Will Power One-Third Of Smartphones Within Two Years

Qualcomm and MediaTek battle for Agentic AI dominance. See how the Dimensity 9400 and Snapdragon 8 Elite are reshaping the premium market.

AI Replaces Smartphones As Chip Industry's Biggest Growth Machine: Taiwan Semiconductor

AI Replaces Smartphones As Chip Industry's Biggest Growth Machine: Taiwan Semiconductor

Taiwan Semiconductor predicts AI will drive the semiconductor market to $1.5T by 2030, overtaking smartphones as the primary growth engine.