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AppLovin Stock Falls Monday: What's Driving The Weakness?
Benzinga· 2026-02-23 15:49
AppLovin stock is among today’s weakest performers. Why are APP shares down?SEC Investigation Remains Publicly UnresolvedThe SEC on Friday told Bloomberg in a letter that an investigation involving AppLovin remains "active and ongoing" and that releasing internal correspondence could harm enforcement work by tipping off potential targets or revealing cooperating witnesses. The regulator has not accused the company or its executives of wrongdoing but is examining its data-collection practices and whether it ...
Europe in Review: German Manufacturing Rebounds, Nestlé Beats, EU–US Trade Tensions, Key Confidence Surveys Ahead
Benzinga· 2026-02-23 15:41
Weekly Chart: Germany's manufacturing sector expanded for the first time since mid-2022, providing a rare lift for Europe's largest economy.The HCOB Flash Manufacturing PMI rose to 50.7 in February from 49.1. This crossed the 50‑point threshold that separates contraction from growth, according to S&P Global. The Composite PMI climbed to 53.1, its highest since October, with services driving the improvement. Business activity reached a four‑month high.Why it matters: Germany's industrial cycle remains the an ...
Viral '2028 Global Intelligence Crisis' Report Models Potential AI-Driven S&P 500 Crash To 3,500 - State Street SPDR S&P 500 ETF Trust (ARCA:SPY)
Benzinga· 2026-02-23 15:34
The S&P 500 (NYSE:SPY) could plunge to 3,500 by 2028 if the AI revolution succeeds too well, according to a chilling “pre-mortem” scenario released by Citrini Research. The firm warns that a “Global Intelligence Crisis” is forming, where rampant productivity gains flow solely to compute owners like Nvidia (NASDAQ:NVDA) , leaving the consumer economy to collapse under the weight of mass white-collar unemployment.How Too Much Intelligence Could Kill The MarketThe analysts describe a terrifying “negative feedb ...
InMode (INMD) Stock Slips As Board Ends Review
Benzinga· 2026-02-23 15:32
InMode stock is showing downward pressure. What should traders watch with INMD?Committee Rejects Proposals As Not Attractive EnoughThe committee, formed by InMode's board, evaluated multiple proposals for a potential transaction with help from outside financial and legal advisers. After reviewing the final bids, it concluded that none were adequate or in the best interests of the company and its shareholders, and decided to discontinue the process.InMode said it will continue to review its business and grow ...
Nvidia China Exports Could Unlock Billions In Revenue: JPMorgan - NVIDIA (NASDAQ:NVDA)
Benzinga· 2026-02-23 15:09
The opportunity exists because U.S. export policy has quietly changed. Nvidia's H200 shipments to China and Macau are no longer under automatic denial, but instead subject to case-by-case review — reopening the door to future sales.Billions In Revenue Waiting On ApprovalSur said China remains a major source of demand, even as shipments remain in limbo. The firm estimates that each 100,000-unit shipment could drive about $3 billion in revenue, highlighting how approvals could translate into meaningful financ ...
This China Wildcard Could Supercharge Nvidia — $3 Billion At A Time
Benzinga· 2026-02-23 15:09
Core Viewpoint - The U.S. export policy has shifted, allowing Nvidia's H200 shipments to China and Macau to be reviewed on a case-by-case basis, potentially increasing future sales opportunities [1] Group 1: Revenue Potential - China remains a significant source of demand for Nvidia, with each 100,000-unit shipment estimated to generate approximately $3 billion in revenue, indicating substantial financial upside if export approvals are granted [2] - The demand for AI compute in China is strong, and any easing of export approvals could quickly convert this demand into revenue [2] Group 2: Backlog and Demand - Nvidia currently has a backlog exceeding $500 billion, driven by robust global demand and significant investments in AI infrastructure from hyperscalers [3] - The company is expected to report another strong quarter, supported by increasing Blackwell shipments and favorable pricing [3] Group 3: Growth Opportunities - Even without the Chinese market, demand continues to exceed supply; however, accelerated export approvals could provide an additional growth lever for Nvidia [4] - The potential revenue tied to export decisions positions China as a wildcard that could significantly enhance Nvidia's growth trajectory [4]
ImmunityBio Posts Upbeat Q4 Earnings, Joins Arcellx, Vanda Pharmaceuticals And Other Big Stocks Moving Higher On Monday - Arcellx (NASDAQ:ACLX), Enhabit (NYSE:EHAB)
Benzinga· 2026-02-23 15:03
U.S. stocks were lower, with the Dow Jones index falling around 400 points on Monday.Shares of ImmunityBio, Inc. (NASDAQ:IBRX) rose sharply on Monday after the company reported better-than-expected quarterly financial results.ImmunityBio reported quarterly losses of 6 cents per share which beat the analyst consensus estimate of losses of 9 cents per share. The company reported quarterly sales of $38.285 million which beat the analyst consensus estimate of $37.020 million.ImmunityBio shares jumped 22.2% to $ ...
Eli Lilly Unusual Options Activity For February 23 - Eli Lilly (NYSE:LLY)
Benzinga· 2026-02-23 15:01
Investors with a lot of money to spend have taken a bullish stance on Eli Lilly (NYSE:LLY).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with LLY, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner spotted 26 ...
Amazon.com Unusual Options Activity For February 23 - Amazon.com (NASDAQ:AMZN)
Benzinga· 2026-02-23 15:00
Deep-pocketed investors have adopted a bearish approach towards Amazon.com (NASDAQ:AMZN), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in AMZN usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 85 extraordinary options activities for Amazon ...
Full Transcript: i-80 Gold Q4 2025 Earnings Call - i-80 Gold (AMEX:IAUX)
Benzinga· 2026-02-23 15:00
Full Transcript: i-80 Gold Q4 2025 Earnings Callby Benzinga Insights Benzinga Staff WriterFollowi-80 Gold (AMEX:IAUX) released fourth-quarter financial results and hosted an earnings call on Friday. Read the complete transcript below.Benzinga APIs provide real-time access to earnings call transcripts and financial data. Visit https://www.benzinga.com/apis/ to learn more.View the webcast at https://app.webinar.net/r3PBKd1OR4qFull TranscriptOPERATORRichard YoungPaul HuetRyan SnowRichard YoungOPERATORRichard ...