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Intel Stock And 2 AI Infrastructure Leaders Tied To Chip Policy
Simply Wall St.5d agoneutral
Intel Stock And 2 AI Infrastructure Leaders Tied To Chip Policy

Right now AI policy is being written in real time, from a proposed U.S. “AI Force” to fresh talks between Washington and Beijing. That mix of support, softer regulatory signals and closer U.S.-China dialogue is pulling certain AI infrastructure and semiconductor stocks into the spotlight. This article focuses on three AI Infrastructure and Semiconductor Leaders from our screener that appear particularly sensitive to these headlines, and discusses what that could mean for your portfolio...

Jensen Huang Isn't 'Afraid' of Paying $8 Billion in California's Billionaire Tax: Nvidia CEO Says This Is What Scares Him Instead
Benzinga5d agoneutral
Jensen Huang Isn't 'Afraid' of Paying $8 Billion in California's Billionaire Tax: Nvidia CEO Says This Is What Scares Him Instead

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang says he would view paying billions of dollars in additional taxes as a privilege as California considers a one-time levy on the state’s wealthiest residents. Huang Says $8 Billion Tax Bill Would Be A Privilege In an interview with CBS News correspondent Jo Ling Kent, Huang said he would not object to paying billions more in taxes if California voters approve the proposed billionaires’ tax this fall. The measure would impose a one-time 5% tax on Califor

3 AI Infrastructure Stocks Retail Investors Are Watching As US China Trade Rules Shift
Simply Wall St.5d agoneutral
3 AI Infrastructure Stocks Retail Investors Are Watching As US China Trade Rules Shift

US and China are suddenly talking about AI guardrails and tariff tweaks, and that mix of risk control and trade recalibration is quietly reshaping expectations for industrials linked to both economies. Investors who ignore that shift risk missing where capital and supply chains might gradually re-route. This article walks through 3 stocks exposed to this news backdrop and explains how each could be helped or hurt as policy signals evolve. The stocks covered below are only a starting sample,...

Cognex Touts AI Vision Growth Across Data Centers, Semis and China
MarketBeat5d agoneutral
Cognex Touts AI Vision Growth Across Data Centers, Semis and China

Cognex (NASDAQ:CGNX) Chief Financial Officer Dennis Fehr said the machine-vision company is pursuing growth across logistics, packaging, semiconductors, electronics and data-center supply chains, supported by artificial intelligence-enabled products, an expanded customer base and operating-efficienc

Tough Times for Stockpickers: Passive Index Funds Continue To Dominate
Barrons.com5d agoneutral
Tough Times for Stockpickers: Passive Index Funds Continue To Dominate

A recent report by Jefferies shows that passive investing strategies are attracting an even greater share of investor inflows as stock-picking strategies underperform. Jefferies equity strategist Steven DeSanctis and his team wrote in a report Thursday that assets in passive U.S. equity exchange-traded funds and mutual funds hit $16.3 trillion as of July 31. “The sad reality is that active is struggling again this year and so we will most likely see this trend to continue in 2027,” the Jefferies analysts wrote.

Stock Market: Will S&P 500 Open Up or Down Today?
Benzinga Prediction Markets5d agoneutral
Stock Market: Will S&P 500 Open Up or Down Today?

U.S. stock futures are trending higher early Monday as investors digest a stark warning from President Donald Trump to Iran alongside cooling crude oil prices, while looking ahead to a week of key consumer retail earnings. The Polymarket (CRYPTO: POL)...

Most Qorvo (QRVO) Bondholders Said Yes, but Skyworks (SWKS) Is Still Waiting
Insider Monkey5d agoneutral
Most Qorvo (QRVO) Bondholders Said Yes, but Skyworks (SWKS) Is Still Waiting

On September 18, Skyworks Solutions (NASDAQ:SWKS) extended the deadline on its offers to swap Qorvo (NASDAQ:QRVO) bonds for new Skyworks debt, moving it to September 25. Bondholders are hardly balking. But the swap cannot settle until the Qorvo merger closes, so the real story is timing, and a routine bond notice turns out to be […]

JPMorgan Sees Dealmaking On Track for Record Year
Bloomberg5d agoneutralVIDEO
JPMorgan Sees Dealmaking On Track for Record Year

Dorothee Blessing, Global Investment Banking Co-Head at JPMorgan, says it's been a busy year for dealmaking. She speaks exclusively with Menaka Doshi from the sidelines of the JPMorgan India Conference.

Stocks advance after Bessent says talks with China were successful before Trump-Xi meeting
Associated Press5d agoneutral
Stocks advance after Bessent says talks with China were successful before Trump-Xi meeting

Asian shares mostly advanced Monday as investors monitor updates ahead of the expected meeting between U.S. President Donald Trump and Chinese leader Xi Jinping this week in Washington which could cover trade, artificial intelligence and geopolitics. U.S. futures were higher, after Treasury Secretary Scott Bessent told reporters following talks Sunday with Chinese Vice Premier He Lifeng in New York ahead of the two leaders’ meeting that the U.S. had “a very successful engagement” with the Chinese side. Samsung Electronics jumped 5%, while memory chipmaker SK Hynix climbed 1%.

Tempus AI (TEM) Is Building a Heart Failure Agent That Never Sleeps
Insider Monkey5d agoneutral
Tempus AI (TEM) Is Building a Heart Failure Agent That Never Sleeps

On September 9, Tempus AI (NASDAQ:TEM) said ARPA-H, a US health research agency, picked it to build an AI that treats heart failure patients without a clinician stepping in. The award is worth up to $9.5 million, which is small change for a company booking hundreds of millions in quarterly sales. But the dollars are […]