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The More Nvidia Sells, The Faster Its Monopoly May Erode
Benzinga· 2026-02-25 13:52
Nvidia Corp (NASDAQ:NVDA) has become the single most important supplier in the AI economy. But its dominance may be quietly accelerating the forces that could eventually weaken it.But Nvidia's scale, pricing power, and strategic importance are creating a new priority inside its biggest customers: independence.Hyperscalers Are Preparing For Life Beyond NvidiaThe more hyperscalers spend on Nvidia, the stronger their incentive becomes to reduce reliance on a single supplier.Amazon is scaling its Trainium chips ...
Fundstrat Capital Announces February 2026 Rebalance for Granny Shots Small- & Mid-Cap ETF (NYSE: GRNJ) - Fundstrat Granny Shots US Large Cap & Income ETF (ARCA:GRNI), Fundstrat Granny Shots US Small-
Benzinga· 2026-02-25 13:30
GRNJ ranks among the fastest-growing actively managed small- and mid-cap equity ETF launches with more than $384 million in AUM1NEW YORK, Feb. 25, 2026 /PRNewswire/ -- Fundstrat Capital, the investment management firm led by Chief Investment Officer Thomas "Tom" Lee, announced the completion of the February 2026 quarterly rebalance for the Fundstrat Granny Shots US Small- & Mid-Cap ETF (NYSE:GRNJ). With more than $384 million in assets under management, as of Feb. 23, 2026, GRNJ ranks among the fastest-grow ...
'Claude Just Killed Our Startup': This SF Founder Says AI Made Her Product Obsolete Overnight - CrowdStrike Holdings (NASDAQ:CRWD), Docusign (NASDAQ:DOCU)
Benzinga· 2026-02-25 13:23
Ira Bodnar, founder of San Francisco–based startup Ryze, said her company's core product was effectively made obsolete overnight following rapid AI breakthroughs by Anthropic and Manus AI.Despite having gained several hundred paying clients in just two months, Ryze found its specialized category redundant due to the AI’s native automation.However, Bodnar remains optimistic about the future, announcing plans to pivot Ryze towards building complex AI workflows for large advertising agencies. Predictions On AI ...
Roblox's Momentum Fades As EU Digital Services Act Probe Triggers Stock Slide - Roblox (NYSE:RBLX)
Benzinga· 2026-02-25 13:05
Roblox Corp. (NYSE:RBLX) is facing a significant technical breakdown as its stock momentum plummeted to a percentile rank of 12.92 this week.RBLX Momentum Sinks Along With A YTD FallThe social gaming giant, often positioned as a primary competitor to Meta Platforms Inc. (NASDAQ:META) in the metaverse space, has seen its shares sink 17.12% year-to-date.This decline follows a staggering 46.25% drop over the last six months, leaving RBLX‘s price trends in the “red” across short, medium, and long-term horizons, ...
Roblox's Momentum Fades As EU Digital Services Act Probe Triggers Stock Slide
Benzinga· 2026-02-25 13:05
Roblox Corp. (NYSE:RBLX) is facing a significant technical breakdown as its stock momentum plummeted to a percentile rank of 12.92 this week.RBLX Momentum Sinks Along With A YTD FallThe social gaming giant, often positioned as a primary competitor to Meta Platforms Inc. (NASDAQ:META) in the metaverse space, has seen its shares sink 17.12% year-to-date.This decline follows a staggering 46.25% drop over the last six months, leaving RBLX‘s price trends in the “red” across short, medium, and long-term horizons, ...
HP, First Solar, Workday And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session - Alphatec Holdings (NASDAQ:ATEC), Camping World Holdings (NYSE:CWH)
Benzinga· 2026-02-25 13:02
U.S. stock futures were higher this morning, with the Dow futures gaining around 0.1% on Wednesday.The company reported quarterly earnings of 81 cents per share, which beat the analyst consensus estimate of 77 cents per share. The company reported quarterly sales of $14.438 billion, which beat the analyst consensus estimate of $13.943 billion.HP shares dipped 5.2% to $17.25 in pre-market trading.Here are some other stocks moving lower in pre-market trading.Photo via Shutterstock ...
How To Earn $500 A Month From Hormel Foods Stock Ahead Of Q1 Earnings
Benzinga· 2026-02-25 12:53
Hormel Foods Corporation (NYSE:HRL) will release earnings for its first quarter before the opening bell on Thursday, Feb. 26.Analysts expect the company to report earnings of 32 cents per share. That's down from 35 cents per share in the year-ago period. The consensus estimate for Hormel Foods quarterly revenue is $3.06 billion (it reported $2.99 billion last year), according to Benzinga Pro.On Tuesday, Hormel Foods announced the appointment of Donald Monk as chief technology officer, effective March 23.Wit ...
China's Top Chipmakers Race To Scale Advanced AI Chips Despite US Curbs As Demand Surges: Report - Alibaba Gr Hldgs (NYSE:BABA), NVIDIA (NASDAQ:NVDA)
Benzinga· 2026-02-25 12:06
Core Viewpoint - China's leading chipmakers are accelerating production plans for advanced semiconductors to meet rising domestic AI demand despite U.S. export restrictions [1] Group 1: Industry Developments - Companies like Semiconductor Manufacturing International Co. (SMIC) and Hua Hong Semiconductor are expanding or planning to start production of advanced chips, including 7-nanometer and 5-nanometer technologies [2] - The national initiative aims to increase advanced chip production to 100,000 wafers within one to two years, up from under 20,000 currently, with a long-term goal of adding 500,000 additional wafers by 2030 [3] Group 2: Challenges and Risks - Uncertainty exists regarding the achievement of production targets due to U.S. export restrictions that limit access to advanced chipmaking equipment, with foreign machines still outperforming domestic alternatives [4] - Ongoing U.S.-China tensions, particularly regarding semiconductor exports, could impact the supply chain for AI and other technology sectors [5][6]
This First Solar Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Wednesday - Evolent Health (NYSE:EVH), Fox (NASDAQ:FOX)
Benzinga· 2026-02-25 12:06
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.Considering buying FSLR stock? Here’s what analysts think: Photo via Shutterstock ...
OTC Markets Group Welcomes RFA Financial Inc. to OTCQX - OTC Markets Gr (OTC:OTCM), RFA FINL INC by RFA Financial Inc (OTC:RFAFF)
Benzinga· 2026-02-25 12:00
NEW YORK, Feb. 25, 2026 (GLOBE NEWSWIRE) -- OTC Markets Group Inc. (OTCQX:OTCM), operator of regulated markets for trading 12,000 U.S. and international securities, today announced RFA Financial Inc. (TSX:RFA, OTCQX:RFAFF), a Canadian financial services company, has qualified to trade on the OTCQX® Best Market.RFA Financial Inc. begins trading today on OTCQX under the symbol "RFAFF." U.S. investors can find current financial disclosure and Real-Time Level 2 quotes for the company on www.otcmarkets.com.Tradi ...