Contribute
España
Italia
대한민국
日本
Français

Benzinga

Research
My Stocks
Tools
Free Benzinga Pro Trial

Analyst Color

Azure Ignites Microsoft Stock: AI-Fueled Earnings Beat Sparks 9% Rally
Azure Ignites Microsoft Stock: AI-Fueled Earnings Beat Sparks 9% Rally
Stock Market Today: S&P 500, Nasdaq 100 Futures Gain as Fed's Preferred Gauge Core PCE Inflation Eases to 0.1% Monthly—Meta, Microsoft, Apple in Focus (UPDATED)
Stock Market Today: S&P 500, Nasdaq 100 Futures Gain as Fed's Preferred Gauge Core PCE Inflation Eases to 0.1% Monthly—Meta, Microsoft, Apple in Focus (UPDATED)
Why Is Meta Platforms Stock Sinking Thursday?
Why Is Meta Platforms Stock Sinking Thursday?
Stock Market Today: S&P 500, Nasdaq 100 Futures Gain as Fed's Preferred Gauge Core PCE Inflation Eases to 0.1% Monthly—Meta, Microsoft, Apple in Focus (UPDATED)
Stock Market Today: S&P 500, Nasdaq 100 Futures Gain as Fed's Preferred Gauge Core PCE Inflation Eases to 0.1% Monthly—Meta, Microsoft, Apple in Focus (UPDATED)
Why Is Meta Platforms Stock Sinking Thursday?
Why Is Meta Platforms Stock Sinking Thursday?
Sandisk Stock Is Gaining Thursday: What's Going On?
Sandisk Stock Is Gaining Thursday: What's Going On?
NVIDIA CEO's AI Expansion Play Wins Fans—But Financing Risks Raise Eyebrows
NVIDIA CEO's AI Expansion Play Wins Fans—But Financing Risks Raise Eyebrows

Analyst Color Recent News

Jensen Huang Wants Open-Source AI Models: BofA Says Chipmakers Get Paid Either Way
Jensen Huang Wants Open-Source AI Models: BofA Says Chipmakers Get Paid Either Way
Bank of America's Vivek Arya says proprietary AI models still lead enterprise adoption, but both open and closed AI could fuel long-term semiconductor demand.
Arm Holdings: Data Center Royalty Grows 2X Again, AGI CPU Revenues To Cross $1 Billion
Arm Holdings: Data Center Royalty Grows 2X Again, AGI CPU Revenues To Cross $1 Billion
Arm stock rallied after reporting record Q1 earnings and revenue beat. JPMorgan and Needham maintain buy ratings on positioning in AI.
Qualcomm's Near-Term Visibility 'Cloudy' As ASIC Ramp, Apple Roll-Off Weigh on Margins
Qualcomm's Near-Term Visibility 'Cloudy' As ASIC Ramp, Apple Roll-Off Weigh on Margins
Shares of QCOM tanked after Q3 results. Revenue beat, but earnings miss. Margin guidance misses expectations. Analysts adjust price targets.
Starbucks Posts Q2 EPS Beat On Strong North America Sales Momentum; FY26 Guidance Raised Again
Starbucks Posts Q2 EPS Beat On Strong North America Sales Momentum; FY26 Guidance Raised Again
SBUX reports upbeat Q3 results, with strong same-store sales and raised guidance. DA Davidson and TD Cowen analysts have mixed ratings.
Europe Heatwaves Could Turn Into a 'Big Economic Challenge' as Wildfires Spread, Analysts Warn— Insurers Brace for Impact
Europe Heatwaves Could Turn Into a 'Big Economic Challenge' as Wildfires Spread, Analysts Warn— Insurers Brace for Impact
Europe wildfires threaten homes and businesses as analysts warn insured losses could surge if fires spread into populated areas.
Ross Gerber Says AI's Chip Crunch Is Simple Math: 'We Can't Have Robots and Robot Cars Without Lots More Chips'
Ross Gerber Says AI's Chip Crunch Is Simple Math: 'We Can't Have Robots and Robot Cars Without Lots More Chips'
Gerber Kawasaki's Ross Gerber links chip demand to AI growth, saying robots and self-driving cars need more chips.
Trump's Tariffs Were Supposed to Shrink the US Goods Trade Deficit— It Grew 4% Instead
Trump's Tariffs Were Supposed to Shrink the US Goods Trade Deficit— It Grew 4% Instead
Trump tariffs fail to curb the US trade deficit, widening the goods gap 4% to $1.8T as national debt nears $40T, analyst data shows.
Bloom Energy Just Topped $1 Billion in Revenue for the First Time— and Its Secret Weapon Is Speed
Bloom Energy Just Topped $1 Billion in Revenue for the First Time— and Its Secret Weapon Is Speed
Bloom Energy crushed Q2 estimates with record $1B+ revenue. Discover how their rapid on-site power is solving the AI data center bottleneck.
Chip Stocks Are Crashing— but This Analyst Says AI Chip Demand Still Outpaces Supply Until At Least 2028: 'You Just Don't Have The..'
Chip Stocks Are Crashing— but This Analyst Says AI Chip Demand Still Outpaces Supply Until At Least 2028: 'You Just Don't Have The..'
Wolfe Research's Chris Caso says AI chip supply remains capacity constrained as memory makers and foundries struggle to meet demand.
Dan Ives Says Even Nvidia's 'Third-Rate' Chips Beat Huawei
Dan Ives Says Even Nvidia's 'Third-Rate' Chips Beat Huawei
Dan Ives says Nvidia remains years ahead of Huawei, arguing even the company's lower-end AI chips outperform China's leading domestic alternative.
Connect With Us
instagramlinkedinyoutubeblueskymastodon
About Benzinga
Market Resources
Trading Tools & Education
Ring the Bell
© 2026 Benzinga | All Rights Reserved