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Expert Ideas

Nvidia's AI Infrastructure Deepens as Apple Moves Siri Workloads to Cloud GPUs
Nvidia's AI Infrastructure Deepens as Apple Moves Siri Workloads to Cloud GPUs
Arista Networks Stock Up Nearly 6% After Key Trading Signal
Arista Networks Stock Up Nearly 6% After Key Trading Signal
Semi Mania's Broadcom Problem; World's Smartest Banker To Pitch SpaceX; Japan Risk To AI Trade
Semi Mania's Broadcom Problem; World's Smartest Banker To Pitch SpaceX; Japan Risk To AI Trade
Arista Networks Stock Up Nearly 6% After Key Trading Signal
Arista Networks Stock Up Nearly 6% After Key Trading Signal
Semi Mania's Broadcom Problem; World's Smartest Banker To Pitch SpaceX; Japan Risk To AI Trade
Semi Mania's Broadcom Problem; World's Smartest Banker To Pitch SpaceX; Japan Risk To AI Trade
EXCLUSIVE: China Added 10 Times More Power Capacity Than The U.S. Last Year — Why This CEO Sees An AI Warning Sign
EXCLUSIVE: China Added 10 Times More Power Capacity Than The U.S. Last Year — Why This CEO Sees An AI Warning Sign
C3.ai: Restructuring Seems Largely In Rearview Mirror, Founder Returns As CEO
C3.ai: Restructuring Seems Largely In Rearview Mirror, Founder Returns As CEO

Expert Ideas Recent News

Five Below Delivers The Q1 Goods, Stock Gets Clobbered
Five Below Delivers The Q1 Goods, Stock Gets Clobbered
Five Below shares fall Thursday despite strong Q1 results. Loop Capital analyst weighs in.
Heidmar CEO Sees Tanker Rally Extending Into 2027
Heidmar CEO Sees Tanker Rally Extending Into 2027
Why Is UnitedHealth Stock Gaining Thursday?
Why Is UnitedHealth Stock Gaining Thursday?
UNH stock surges as BofA upgrades UnitedHealth to Buy with a $450 target and Morgan Stanley sees huge AI-driven earnings upside.
What Is Going On With SanDisk Stock On Thursday?
What Is Going On With SanDisk Stock On Thursday?
SanDisk (SNDK) stock drops 4.47% to $1,749.69 as tech hardware cools, but Goldman Sachs remains highly bullish, predicting an AI-driven memory deficit through 2028
Analyst Picks NVIDIA Over Every Other AI Chip Stock Right Now
Analyst Picks NVIDIA Over Every Other AI Chip Stock Right Now
Is the AI trade moving past NVDA? Wall Street eyes Broadcom and Marvell for custom chips, but KeyBanc says NVIDIA is still king.
Ulta Beauty Sales Jump On Strong Demand For Higher-End Beauty Brands
Ulta Beauty Sales Jump On Strong Demand For Higher-End Beauty Brands
Analysts remain optimistic about Ulta Beauty (ULTA) despite stock tanking. Company reported strong Q1 results and raised guidance.
Gold Price Sits At Critical Technical Support: History Says Buy The Breakdown
Gold Price Sits At Critical Technical Support: History Says Buy The Breakdown
Gold is testing its 200-day moving average. History shows the last six tests all delivered positive one-year returns, averaging 17%.
Dollar General's Q1 Beat Driven By Cost Control As CEO Exit Looms
Dollar General's Q1 Beat Driven By Cost Control As CEO Exit Looms
Dollar General's stock fell after reporting first quarter results, but analysts maintain hold or buy ratings, citing strong sales.
OpenAI And Anthropic Are Scaling Faster Than Broadcom Expected Six Months Ago
OpenAI And Anthropic Are Scaling Faster Than Broadcom Expected Six Months Ago
Broadcom says OpenAI and Anthropic are consuming AI compute faster than expected, signaling accelerating infrastructure demand.
American Tower And Crown Castle: One Has Cushion, One Needs It
American Tower And Crown Castle: One Has Cushion, One Needs It
Cango Cleans House, Now Comes The Hard Part
Cango Cleans House, Now Comes The Hard Part
AI's Next Valuation Battle Is Being Fought Over Energy Bills
AI's Next Valuation Battle Is Being Fought Over Energy Bills
Microsoft, Google, and OpenAI are all pivoting to AI inference efficiency. Here is what that structural shift means.
EXCLUSIVE: Forget The Grid: This CEO Says AI Data Centers Are Starting To Generate Their Own Power
EXCLUSIVE: Forget The Grid: This CEO Says AI Data Centers Are Starting To Generate Their Own Power
AI data centers are increasingly turning to on-site power generation as grid connection delays stretch for years and electricity demand surges, CEO tells Benzinga.
Norwegian Cruise Sees 2027 As 'Transition Year' Despite Current Pressures
Norwegian Cruise Sees 2027 As 'Transition Year' Despite Current Pressures
Norwegian Cruise Line revised FY26 yield guidance lower but outlined cost savings and margin expansion potential through 2028.
Jensen Huang Said Four Words About Marvell. The Market Added $40 Billion Before Lunch.
Jensen Huang Said Four Words About Marvell. The Market Added $40 Billion Before Lunch.
Analysts Back GitLab As Duo Agent Platform Gains Early Traction
Analysts Back GitLab As Duo Agent Platform Gains Early Traction
Analysts stay bullish on GitLab (GTLB) as the new Duo Agent Platform gains strong early traction and bookings growth accelerates.
Everyone's Glued To The SpaceX IPO — But Elon Musk's Real 'Holy Grail' Could Land In 2027, Dan Ives Says
Everyone's Glued To The SpaceX IPO — But Elon Musk's Real 'Holy Grail' Could Land In 2027, Dan Ives Says
Wedbush analyst Dan Ives sees the SpaceX IPO as a key moment for Wall Street that will lead to more high-profile public listings.
Analyst Says Market Is Missing HIVE's Biggest Growth Engine
Analyst Says Market Is Missing HIVE's Biggest Growth Engine
HIVE Digital Technologies Ltd. (NASDAQ:HIVE) stock is trading lower Wednesday as
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