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Nvidia's 'Jensen Math' Of $50 Billion Revenue Per GW Gets A Reality Check: Here's What Barclays Analysts Project For NVDA - NVIDIA (NASDAQ:NVDA)
Benzinga· 2025-09-30 15:47
A multi-billion-dollar gap has emerged in the estimated cost of powering the AI revolution, pitting a new bullish forecast from Barclays against Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang's own ambitious projections.In a note upgrading its price target on NVDA to $240, Barclays revealed its AI capacity tracker, which estimates over $2 trillion in planned AI-related spending.NVDA Still The ‘Most Attractive’ Despite Barclays CalculationThe bank noted it uses a conversion of $50 billion to $60 billion in tota ...
Goldman Sachs Warns Wall Street’s ‘Goldilocks’ Economy Could Soon Meet Three Big 'Bears' — And Investors Aren’t Ready For The Shock - NVIDIA (NASDAQ:NVDA)
Benzinga· 2025-09-30 15:45
The global investment banking giant Goldman Sachs Group Inc. has raised concerns about a potential market shock that could disrupt the current ‘Goldilocks’ economy.Goldilocks Economy Holds, But Growth And Rate Risks LoomThe term ‘Goldilocks’ economy refers to a balanced economic scenario, not too hot to cause inflation or too cold to slow growth. The S&P 500 index is currently near its all-time high, and investors are in high spirits.However, Goldman Sachs’ chief global equity strategist, Mueller-Glissmann, ...
Tesla Says Owners In Australia, NZ Have Driven Over 621K Miles With Supervised FSD Within 2 Weeks Of Launch: '67 Laps Around Australia…' - Tesla (NASDAQ:TSLA)
Benzinga· 2025-09-30 15:08
Tesla Inc. (NASDAQ:TSLA) has said that its vehicles in Australia and New Zealand have clocked in several hundred thousand miles of Supervised FSD.Check out the current price of TSLA here.67 Laps Around AustraliaThe company took to the social media platform X on Monday to share the news via a post. "In less than 2 weeks, owners have travelled 1 million kilometres on FSD Supervised in AU & NZ," Tesla's official handle for Australia and New Zealand said. The EV giant added that the distance covered was enough ...
Nasdaq Gains Over 100 Points: Investor Sentiment Edges Lower, But Fear & Greed Index Remains In 'Neutral' Zone - Advanced Micro Devices (NASDAQ:AMD)
Benzinga· 2025-09-30 15:02
The CNN Money Fear and Greed index showed some decline in the overall market sentiment, while the index remained in the “Neutral” zone on Monday.U.S. stocks settled higher on Monday, with the Nasdaq Composite gaining more than 100 points during the session.Nvidia Corp. (NASDAQ:NVDA) shares closed higher by around 2%, while other AI stocks, including Advanced Micro Devices (NASDAQ:AMD) and Micron Technology Inc. (NASDAQ:MU), also recorded gains during the session.Robinhood Markets Inc. (NASDAQ:HOOD) surged 1 ...
Nasdaq Gains Over 100 Points: Investor Sentiment Edges Lower, But Fear & Greed Index Remains In 'Neutral' Zone
Benzinga· 2025-09-30 15:02
市场整体情绪与指数表现 - CNN恐惧与贪婪指数从53.6下降至52.4 但仍处于"中性"区间 [1][5] - 纳斯达克综合指数上涨0.48% 收于22,591.15点 当日涨幅超过100点 [1][4] - 标普500指数上涨0.26% 收于6,661.21点 道琼斯指数上涨约69点 收于46,316.07点 [4] 行业板块表现 - 标普500指数中信息技术、金融和非必需消费品板块录得最大涨幅 [3] - 能源和通信服务板块逆市下跌 [3] 重点公司动态 - 英伟达公司股价上涨约2% 其他人工智能相关股票如超微公司和美光科技公司也录得上涨 [1] - Robinhood Markets公司股价飙升12% 因公司CEO宣布其平台自推出以来已交易超过40亿份事件合约 [2] 经济数据与市场事件 - 美国8月成屋签约销售指数环比大幅增长4% 为五个月来最大增幅 而前月为下降0.4% [3] - 市场参与者等待Lamb Weston Holdings公司、Paychex公司和耐克公司即将公布的财报业绩 [4]
Nike Gears Up For Q1 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts - Nike (NYSE:NKE)
Benzinga· 2025-09-30 15:01
Nike, Inc. (NYSE:NKE) will release earnings results for the first quarter, after the closing bell on Tuesday, Sept. 30.Analysts expect the company to report quarterly earnings at 27 cents per share, down from 70 cents per share in the year-ago period. Lamb Weston projects to report quarterly revenue at $11.00 billion, compared to $11.59 billion a year earlier, according to data from Benzinga Pro.The company has beaten analyst estimates for earnings per share in eight straight quarters and in nine of the las ...
Marjorie Taylor Greene Loads Up On Six-Figure Treasury Bill— Diversifies Portfolio With Bitcoin ETF, Tech Stocks - iShares Bitcoin Trust (NASDAQ:IBIT)
Benzinga· 2025-09-30 15:01
Rep. Marjorie Taylor Greene (R-Ga.) made a significant six-figure investment into a U.S. Treasury Bill in mid-September, anchoring a flurry of trading activity that also saw her purchase shares in popular technology stocks and a Bitcoin ETF.The transactions, made on Sept. 11, were detailed in a financial disclosure report filed with the House of Representatives on Sept. 27, 2025.Piling On US Treasury Bills Ahead Of Rate CutsThe congresswoman's largest transaction was a purchase of a U.S. Treasury Bill value ...
Nike Gears Up For Q1 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
Benzinga· 2025-09-30 15:01
Nike, Inc. (NYSE:NKE) will release earnings results for the first quarter, after the closing bell on Tuesday, Sept. 30.Analysts expect the company to report quarterly earnings at 27 cents per share, down from 70 cents per share in the year-ago period. Lamb Weston projects to report quarterly revenue at $11.00 billion, compared to $11.59 billion a year earlier, according to data from Benzinga Pro.The company has beaten analyst estimates for earnings per share in eight straight quarters and in nine of the las ...
Paychex, Progress Software And 3 Stocks To Watch Heading Into Tuesday - Vail Resorts (NYSE:MTN)
Benzinga· 2025-09-30 14:35
With U.S. stock futures trading mixed this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:Wall Street expects Lamb Weston Holdings Inc. (NYSE:LW) to report quarterly earnings at 55 cents per share on revenue of $1.62 billion before the opening bell, according to data from Benzinga Pro. Lamb Weston shares gained 0.1% to $55.72 in after-hours trading.Progress Software Corp. (NASDAQ:PRGS) reported better-than-expected financial results for the third quarter. Progress S ...
Ford, GM Working On Extending $7500 EV Credit Extension Beyond Trump's September 30 Deadline: Report - General Motors (NYSE:GM)
Benzinga· 2025-09-30 12:44
Michigan-based automakers Ford Motor Co. (NYSE:F) and General Motors Co. (NYSE:GM) are reportedly working on dedicated programs that could extend the IRA EV credit beyond President Donald Trump's September 30 deadline.An Unofficial Federal EV Credit Extension?According to internal documents, as well as sources, obtained by Reuters on Monday, the companies' financing arms are initiating purchases of EVs by paying dealers a down payment, qualifying these lenders for the EV credit. This would let retailers off ...