Benzinga Bulls and Bears: Nvidia, CrowdStrike, Intuit
Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories.
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Sandisk stock is up after a down premarket on Friday following profit-taking across memory chip makers and rising input cost pressures.
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Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories.
Read original at benzingaHugging Face’s Microduck robot generated more than $2.6 million in orders within 24 hours, highlighting surging interest in AI robotics.
Read original at benzingaNvidia has built a $63.4 billion portfolio of AI infrastructure partners including Intel, SpaceX, CoreWeave, and Synopsys. As energy becomes a critical bottleneck for AI data center growth, Bloom Energy—a hydrogen fuel-cell company that recently crossed $1 billion in quarterly revenue and signed a $25 billion partnership with Brookfield Asset Management—emerges as a potential candidate for Nvidia investment.
Read original at the-motley-foolNvidia's data center business generated $89.0 billion in Q2 FY2027, representing 92.5% of total revenue. Based on current guidance and growth trends, analyst Daniel Sparks predicts the data center division will exceed $100 billion in quarterly revenue by the end of fiscal 2027 in January, with the October quarter having a decent chance of reaching this milestone first. The prediction relies on maintaining current revenue mix and Nvidia meeting its $108 billion guidance for Q3.
Read original at the-motley-foolLeopold Aschenbrenner's Situational Awareness hedge fund collapsed in late July due to over-leveraged AI stock bets, forcing the sale of over $10 billion in holdings. However, the fund's top five AI stocks—which include memory chip makers, energy suppliers, and semiconductor manufacturers—remain attractive investments despite being down double-digits from Q2 levels, offering a balanced portfolio exposure to key AI sector components.
Read original at the-motley-foolMicron Technology achieved a record 84.9% non-GAAP gross margin in Q3 fiscal 2026, driven by strong AI demand, tight memory supply, and elevated pricing across DRAM and NAND products. The company targets 86% gross margin for Q4 with $50 billion in revenues. Competitors SK Hynix and Sandisk are also benefiting from robust memory pricing, though Micron's exposure to both HBM and broader DRAM demand provides a competitive advantage.
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