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Nvidia's Sky-High AI Ambitions Under Fire: Goldman Sachs Flags 'Circular Revenue' Risk As Wall Street Questions 'Jensen's Math' - NVIDIA (NASDAQ:NVDA)
Benzinga· 2025-10-06 19:05
Goldman Sachs has issued a warning regarding potential “circular revenue” for Nvidia Corp. (NASDAQ:NVDA) stemming from its strategic investments and partnerships, even as the investment bank raised its price target for the semiconductor giant.This caution comes as another major financial institution, Barclays, offers a more conservative outlook on Nvidia’s future revenue potential compared to CEO Jensen Huang‘s ambitious projections, commonly dubbed “Jensen’s Math.”Know all about NVDA’s fundamentals here. G ...
Nvidia's Sky-High AI Ambitions Under Fire: Goldman Sachs Flags 'Circular Revenue' Risk As Wall Street Questions 'Jensen's Math'
Benzinga· 2025-10-06 19:05
Goldman Sachs has issued a warning regarding potential “circular revenue” for Nvidia Corp. (NASDAQ:NVDA) stemming from its strategic investments and partnerships, even as the investment bank raised its price target for the semiconductor giant.This caution comes as another major financial institution, Barclays, offers a more conservative outlook on Nvidia’s future revenue potential compared to CEO Jensen Huang‘s ambitious projections, commonly dubbed “Jensen’s Math.”Know all about NVDA’s fundamentals here. G ...
Delta Air Gears Up For Q3 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts - Delta Air Lines (NYSE:DAL)
Benzinga· 2025-10-06 19:01
Delta Air Lines, Inc. (NYSE:DAL) will release earnings results for the third quarter, before the opening bell on Thursday, Oct. 9.Analysts expect the Atlanta, Georgia-based company to report quarterly earnings at $1.53 per share, up from $1.50 per share in the year-ago period. Delta Air projects quarterly revenue of $15.94 billion, compared to $15.68 billion a year earlier, according to data from Benzinga Pro.Delta Air Lines, last week, deepened its digital transformation with a new partnership between Delt ...
Delta Air Gears Up For Q3 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
Benzinga· 2025-10-06 19:01
Delta Air Lines, Inc. (NYSE:DAL) will release earnings results for the third quarter, before the opening bell on Thursday, Oct. 9.Analysts expect the Atlanta, Georgia-based company to report quarterly earnings at $1.53 per share, up from $1.50 per share in the year-ago period. Delta Air projects quarterly revenue of $15.94 billion, compared to $15.68 billion a year earlier, according to data from Benzinga Pro.Delta Air Lines, last week, deepened its digital transformation with a new partnership between Delt ...
Top 3 Health Care Stocks That Are Preparing To Pump In Q4 - Harmony Biosciences Hldgs (NASDAQ:HRMY), CorVel (NASDAQ:CRVL)
Benzinga· 2025-10-06 18:23
The most oversold stocks in the health care sector presents an opportunity to buy into undervalued companies.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered oversold when the RSI is below 30, according to Benzinga Pro.Here's the latest list of major oversold players ...
Top 3 Health Care Stocks That Are Preparing To Pump In Q4
Benzinga· 2025-10-06 18:23
文章核心观点 - 医疗保健板块中相对强弱指数低于或接近30的股票被视为超卖 可能代表买入估值偏低公司的机会 [1][2] 超卖股票列表 - 主要超卖股票包括MoonLake Immunotherapeutics CorVel Corp和Harmony Biosciences Holdings Inc [3][4] MoonLake Immunotherapeutics (MLTX) - 公司9月28日公布VELA-1和VELA-2三期试验第16周结果 主要终点为HiSCR75 [7] - 公司股价在过去一个月下跌约86% 52周低点为595美元 [7] - 相对强弱指数为215 上周五股价上涨13% 收于843美元 [7] - 动量评分为106 [7] CorVel Corp (CRVL) - 公司首席财务官Brandon T O'Brien于9月12日辞职 [7] - 公司股价在过去一个月下跌约14% 52周低点为7215美元 [7] - 相对强弱指数为272 上周五股价上涨06% 收于7383美元 [7] Harmony Biosciences Holdings Inc (HRMY) - 公司9月24日公布ZYN002治疗脆性X综合征的三期注册临床试验顶线结果 [7] - 公司拥有丰富的后期研发管线 多项三期项目在进行中 计划在今年第四季度启动pitolisant HD治疗发作性睡病和特发性嗜睡的三期试验 [7] - 公司股价在过去一个月下跌约24% 52周低点为2626美元 [7] - 相对强弱指数为289 上周五股价上涨2% 收于2728美元 [7]
Cracker Barrel Co-Founder Blasts CEO For Rebranding Failure And Knowing 'Very Little' About The Brand's Roots: 'Taco Bell Is Not...' - Yum Brands (NYSE:YUM), Cracker Barrel Old (NASDAQ:CBRL)
Benzinga· 2025-10-06 18:16
The co-founder of Cracker Barrel Old Country Store Inc. (NASDAQ:CBRL), Tommy Lowe, has publicly criticized the company’s CEO, Julie Felss Masino, for being disconnected from the brand’s core values and its loyal customer base.Co-Founder Criticizes CEO's $700 Million Rebranding PlanLowe, 93, who played a pivotal role in establishing the first Cracker Barrel store in 1969, voiced his concerns about the company’s current leadership. He accused Masino, who assumed the role of CEO in 2023, of implementing change ...
Stock Market Today: Nasdaq, S&P 500 Futures Rise As Government Enters 2nd Week Of Shutdown—Plug, Lithium Americas, UiPath In Focus - SPDR S&P 500 (ARCA:SPY)
Benzinga· 2025-10-06 17:45
U.S. stock futures rose on Monday following Friday’s mixed moves. Futures of major benchmark indices were higher.The federal government shutdown will continue into this week after a Senate procedural vote failed again on Friday. The measure did not secure the 60 votes needed to advance, with only 54 senators voting in favor. Meanwhile, Bitcoin (CRYPTO: BTC) broke $125,000 per coin mark to set a new all-time high, with trading volume more than doubling in the last 24 hours to a whopping $76 billion. The 10-y ...
Trump Sanctions Revive Barter Trade: China's Chery Trades Half-Built Cars for Iran's Copper - General Motors (NYSE:GM)
Benzinga· 2025-10-06 17:45
文章核心观点 - 在美国对伊朗实施制裁的背景下,中国汽车制造商奇瑞汽车与伊朗之间通过易货贸易形式开展业务,以绕过金融限制 [1][2] - 奇瑞汽车在香港进行首次公开募股,募集资金12亿美元,股价上涨11%至3416港元 [7] 奇瑞汽车与伊朗的贸易模式 - 贸易采用易货形式,奇瑞向伊朗提供半散装件汽车,以换取伊朗的金属矿石,如铜和锌 [2][3][4] - 奇瑞并非直接与伊朗交易,而是通过一家独立公司将车辆提供给奇瑞在伊朗的本地合作伙伴MVM进行组装 [3] - 伊朗提供的金属矿石由国有金属公司铜陵有色金属集团接收并分销至中国其他公司 [4] - 由于交易不使用美元,奇瑞未违反美国对伊朗的制裁规定 [4] 奇瑞汽车的市场表现与融资活动 - 奇瑞是中国最大的汽车出口商,截至2016年,伊朗市场占其出口量的一半以上 [3] - 公司在香港首次公开募股募集资金12亿美元,股价从发行价3075港元上涨11%至3416港元 [7] 香港资本市场相关活动 - 宁德时代在香港上市募集资金超过46亿美元,股价从5月的发行价263港元上涨125%至296港元 [7]
Stock Market Today: Nasdaq, S&P 500 Futures Rise As Government Enters 2nd Week Of Shutdown—Plug, Lithium Americas, UiPath In Focus
Benzinga· 2025-10-06 17:45
U.S. stock futures rose on Monday following Friday’s mixed moves. Futures of major benchmark indices were higher.The federal government shutdown will continue into this week after a Senate procedural vote failed again on Friday. The measure did not secure the 60 votes needed to advance, with only 54 senators voting in favor. Meanwhile, Bitcoin (CRYPTO: BTC) broke $125,000 per coin mark to set a new all-time high, with trading volume more than doubling in the last 24 hours to a whopping $76 billion. The 10-y ...