Tech

Tech https://www.benzinga.com/views/taxonomy/term/6 en Tesla's Dip Triggers TSLL Selloff—Why Are ETF Traders So Nervous? https://www.benzinga.com/etfs/specialty-etfs/26/04/51667430/tesla-dip-triggers-tsll-selloff-why-are-etf-traders-so-nervous?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel <p>The <strong>Direxion Daily TSLA Bull 2X Shares ETF</strong> <a class="ticker-link" data-ticker="TSLL" data-exchange="NASDAQ" href="https://www.benzinga.com/quote/TSLL" target="_blank" rel="noopener">(NASDAQ:<a class="ticker" href="https://www.benzinga.com/quote/TSLL">TSLL</a>)</a> faced heavy selling pressure on Monday, with prices down 6.6% as investors reacted to <strong>Tesla Inc</strong>‘s<strong> </strong><a class="ticker-link" data-ticker="TSLA" data-exchange="NASDAQ" href="https://www.benzinga.com/quote/TSLA" target="_blank" rel="noopener">(NASDAQ:<a class="ticker" href="https://www.benzinga.com/quote/TSLA">TSLA</a>)</a> weak share price.</p> <p>The <a href="https://www.benzinga.com/etfs">leveraged ETF</a>, designed to deliver twice the daily return of Tesla shares, tends to magnify both gains and losses. Today's decline exemplifies that dynamic, as Tesla's roughly 3% drop has translated into a much steeper fall for TSLL.</p> <p>Despite the decline, trading volumes in TSLL surged. Volumes as high as 110 million signal strong trader interest, which is normal for a high-volatility session, with traders trying to profit from fast price movements. The downside of this is ...</p><p><a href=https://www.benzinga.com/etfs/specialty-etfs/26/04/51667430/tesla-dip-triggers-tsll-selloff-why-are-etf-traders-so-nervous?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel alt=Tesla's Dip Triggers TSLL Selloff—Why Are ETF Traders So Nervous?>Full story available on Benzinga.com</a></p> electric cars electric vehicles TSLA TSLL Specialty ETFs Top Stories Tech ETFs TSLA US88160R1014 TSLL Specialty ETFs Top Stories Tech ETFs Benzinga Mon, 06 Apr 2026 19:31:42 +0000 Chandrima Sanyal 51667430 at https://www.benzinga.com ChatGPT, Claude Subscription Prices May Soar — Why And When That Could Happen https://www.benzinga.com/markets/tech/26/04/51667044/chatgpt-claude-subscription-prices-may-soar-why-and-when-that-could-happen?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel <p>AI feels cheap right now—but that may be <a href="https://www.benzinga.com/topic/artificial-intelligence">tech's biggest illusion</a>. </p> <p>From ChatGPT to Claude, users pay about $20 a month for tools that rank among the most expensive software ever built. Yet newly surfaced financials, <a href="https://www.wsj.com/tech/ai/openai-anthropic-ipo-finances-04b3cfb9">reported</a> by the WSJ ahead of <a href="https://www.benzinga.com/markets/prediction-markets/26/04/51665215/chamath-palihapitiya-warns-companies-with-ipos-after-spacex-get-the-heck-out">potential IPOs</a>, suggest that pricing may be unsustainably low.</p> <h2 class="wp-block-heading">The Math Isn't Working — Yet</h2> <p>OpenAI is projected to spend roughly $121 billion on compute by 2028, with losses remaining steep despite rising revenue. Anthropic is smaller, but on a similar path. Crucially, inference—the cost of serving users—already eats up more than half of revenue at both firms. The more usage grows, the more costs scale.</p> <p>For now, profitability ...</p><p><a href=https://www.benzinga.com/markets/tech/26/04/51667044/chatgpt-claude-subscription-prices-may-soar-why-and-when-that-could-happen?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel alt=ChatGPT, Claude Subscription Prices May Soar — Why And When That Could Happen>Full story available on Benzinga.com</a></p> AI Anthropic artificial intelligence ChatGPT Claude Long Ideas News OpenAi Private Markets Stories That Matter IPOs Top Stories Markets Tech Trading Ideas Long Ideas News Private Markets IPOs Top Stories Markets Tech Trading Ideas Benzinga Mon, 06 Apr 2026 19:13:05 +0000 Surbhi Jain 51667044 at https://www.benzinga.com Tesla's Biggest Threat Isn't BYD — It's A Company That Doesn't Even Make Cars https://www.benzinga.com/trading-ideas/long-ideas/26/04/51666652/teslas-biggest-threat-isnt-byd-its-a-company-that-doesnt-even-make-cars?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel <p><strong>Tesla, Inc.</strong> <a class="ticker-link" data-ticker="TSLA" data-exchange="NASDAQ" href="https://www.benzinga.com/quote/TSLA" target="_blank" rel="noopener">(NASDAQ:<a class="ticker" href="https://www.benzinga.com/quote/TSLA">TSLA</a>)</a> investors are used to <a href="https://www.benzinga.com/trading-ideas/long-ideas/26/04/51634872/tesla-sold-vehicles-globally-q1-byd-nearly-matches-total-just-exports">watching rivals like</a> <strong>BYD Co., Ltd.</strong> <a class="ticker-link" data-ticker="BYDDF" data-exchange="OTC" href="https://www.benzinga.com/quote/BYDDF" target="_blank" rel="noopener">(OTC:<a class="ticker" href="https://www.benzinga.com/quote/BYDDF">BYDDF</a>)</a> <a href="https://www.benzinga.com/quote/BYDDY" target="_blank" class="ticker-link" data-ticker="BYDDY" data-exchange="OTC" rel="noopener">(OTC:<a class="ticker" href="https://www.benzinga.com/quote/BYDDY">BYDDY</a>)</a>. But the real threat may be sitting one layer deeper—inside the battery. Because the company shaping the economics of electric vehicles isn't another automaker. It's Contemporary Amperex Technology Co., Ltd. aka CATL.</p> <p>And it doesn't sell a single car.</p> <h2 class="wp-block-heading">The Company Setting EV Prices</h2> <p>China-based CATL controls roughly 37% of the global EV battery market, <a href="https://www.ft.com/content/06563cf9-e200-42d2-853d-cefa78db7d30">per</a> FT, making it the single most important supplier in the industry. That matters because batteries are the most expensive component in an ...</p><p><a href=https://www.benzinga.com/trading-ideas/long-ideas/26/04/51666652/teslas-biggest-threat-isnt-byd-its-a-company-that-doesnt-even-make-cars?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel alt=Tesla's Biggest Threat Isn't BYD — It's A Company That Doesn't Even Make Cars>Full story available on Benzinga.com</a></p> BYDDF BYDDY CATL China electric vehicles ESG EVs Long Ideas mobility Stories That Matter TSLA Top Stories Markets Tech Trading Ideas TSLA US88160R1014 BYDDY BYDDF Long Ideas ESG Top Stories Markets Tech Trading Ideas Benzinga Mon, 06 Apr 2026 18:53:23 +0000 Surbhi Jain 51666652 at https://www.benzinga.com What's Going On With Enovix Stock Monday? https://www.benzinga.com/trading-ideas/movers/26/04/51666396/whats-going-on-with-enovix-stock-monday?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel <p><strong>Enovix Corp</strong>. <a target="_blank" href="https://www.benzinga.com/quote/ENVX" rel="noreferrer noopener"><a href="https://www.benzinga.com/quote/ENVX" target="_blank" class="ticker-link" data-ticker="ENVX" data-exchange="NASDAQ" rel="noopener">(NASDAQ:<a class="ticker" href="https://www.benzinga.com/quote/ENVX">ENVX</a>)</a></a> shares are surging Monday.</p> <p>The tech-heavy Nasdaq rose 0.47% during Monday's session, while the S&P 500 gained 0.36%.</p> <h2 class="wp-block-heading">Reports Of AR Partnership</h2> <p>Traders are also monitoring unconfirmed <a target="_blank" href="https://www.reddit.com/r/augmentedreality/comments/1scqor9/battery_boost_metabounds_and_enovix_unlock_61/" rel="noreferrer noopener">reports</a> from the r/augmentedreality subreddit. A post claimed a strategic partnership between <strong>Meta-Bounds</strong> and Enovix. The post claimed a 61% increase in overall battery life for lightweight AR glasses was showcased at a recent industry seminar.</p> <p>Meta-Bounds and Enovix did not immediately respond to <a target="_blank" href="https://www.benzinga.com/" rel="noreferrer noopener">Benzinga's</a> request for comment.</p> <h2 class="wp-block-heading">Short Interest Numbers Shift</h2> <p>Benzinga data shows ...</p><p><a href=https://www.benzinga.com/trading-ideas/movers/26/04/51666396/whats-going-on-with-enovix-stock-monday?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel alt=What's Going On With Enovix Stock Monday?>Full story available on Benzinga.com</a></p> benzai ENVX Equities News why it's moving Top Stories Markets Movers Tech ENVX News Equities Top Stories Markets Movers Tech Benzinga Mon, 06 Apr 2026 18:38:18 +0000 Kaustubh Bagalkote 51666396 at https://www.benzinga.com From $10K To $20K: Nvidia-Fueled Tech ETFs That Crushed The Market Over The Decade https://www.benzinga.com/etfs/sector-etfs/26/04/51666269/from-10k-to-20k-nvidia-fueled-tech-etfs-that-crushed-the-market-over-the-decade?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel <p>The past decade has been nothing short of a golden age for<strong> NVIDIA Corp <a class="ticker-link" data-ticker="NVDA" data-exchange="NASDAQ" href="https://www.benzinga.com/quote/NVDA" target="_blank" rel="noopener">(NASDAQ:<a class="ticker" href="https://www.benzinga.com/quote/NVDA">NVDA</a>)</a>-led tech investing</strong>. </p> <p>ETFs riding that wave quietly turned modest sums into serious money. While Nvidia itself delivered eye-watering gains (north of 20,000% over the period), diversified <a href="https://www.benzinga.com/etfs">tech and semiconductor ETFs</a> offered a more "sleep-at-night" way to participate, still delivering multi-bagger returns.</p> <p><strong> • NVIDIA stock is showing upward bias. <a href="https://www.benzinga.com/quote/NVDA" target="_blank" rel="noreferrer noopener">What’s the outlook for NVDA shares?</a></strong></p> <p>If you had put $10,000 into the right tech ETF around 2015, hitting $20,000 (a 2x return) wasn't just possible — it was often the baseline. In fact, broad tech exposure via <strong>Invesco QQQ Trust</strong> <a class="ticker-link" data-ticker="QQQ" data-exchange="NASDAQ" href="https://www.benzinga.com/quote/QQQ" target="_blank" rel="noopener">(NASDAQ:<a class="ticker" href="https://www.benzinga.com/quote/QQQ">QQQ</a>)</a> returned over <strong>500%+</strong> in that period, while semiconductor-focused funds went even further, thanks to Nvidia's outsized weight and the AI boom. Despite certain periods of sharp dips, the stock as well as the ETFs have rewarded their patient investors.</p> <p>Here's a look at the ETFs that comfortably crossed that $10K to $20K milestone, and then kept going.</p> <h2 class="wp-block-heading"><strong>ETFs That Turned $10K Into ...</strong></h2><p><a href=https://www.benzinga.com/etfs/sector-etfs/26/04/51666269/from-10k-to-20k-nvidia-fueled-tech-etfs-that-crushed-the-market-over-the-decade?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel alt=From $10K To $20K: Nvidia-Fueled Tech ETFs That Crushed The Market Over The Decade>Full story available on Benzinga.com</a></p> AAPL MSFT NVDA QQQ Sector ETFs SMH SOXX VGT XLK Top Stories Tech ETFs SMH US8166362033 VGT US92204A7028 XLK US81369Y8030 AAPL US0378331005 MSFT US5949181045 NVDA US67066G1040 SOXX US4642875235 QQQ US73935A1043 Sector ETFs Top Stories Tech ETFs Benzinga Mon, 06 Apr 2026 18:30:41 +0000 Chandrima Sanyal 51666269 at https://www.benzinga.com Execs Are 'AI Washing' — But Is Unemployment Really Due To Artificial Intelligence? https://www.benzinga.com/markets/tech/26/04/51665899/execs-are-ai-washing-but-is-unemployment-really-due-to-artificial-intelligence?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel <p>AI is quickly becoming the go-to explanation for <a href="https://www.benzinga.com/topic/layoffs">layoffs across corporate America</a>. From <strong>ServiceNow, Inc</strong><a class="ticker-link" data-ticker="NOW" data-exchange="NYSE" href="https://www.benzinga.com/quote/NOW" target="_blank" rel="noopener">(NYSE:<a class="ticker" href="https://www.benzinga.com/quote/NOW">NOW</a>)</a> to <strong>Block, Inc</strong> <a class="ticker-link" data-ticker="XYZ" data-exchange="NYSE" href="https://www.benzinga.com/quote/XYZ" target="_blank" rel="noopener">(NYSE:<a class="ticker" href="https://www.benzinga.com/quote/XYZ">XYZ</a>)</a>, and even voices like <strong>Larry Fink</strong>, the narrative is building: artificial intelligence is coming for jobs. Fink has even <a href="https://timesofindia.indiatimes.com/technology/tech-news/blackrock-ceo-larry-fink-says-ai-is-leading-to-a-crisis-and-it-is-not-mass-layoffs-but-that-we-are-not-prepared-as-a-society-to-/articleshow/129677521.cms">warned</a> AI could drive unemployment higher, particularly among younger, white-collar workers.</p> <p>It's a clean story. It's also a convenient one.</p> <p>Because when you look at the data, the reality is far less clear.</p> <p><strong> • ServiceNow stock is trading at depressed levels. <a href="https://www.benzinga.com/quote/NOW" target="_blank" rel="noreferrer noopener">Where is NOW stock headed?</a></strong></p> <h2 class="wp-block-heading"><strong>The Data Isn't Screaming ‘AI Disruption'</strong></h2> <p>If AI were already displacing workers at scale, you'd expect to see it first in higher-skilled roles — the very segment most exposed to automation.</p> <p>That's not happening.</p> <p>Recent data <a href="https://www.forbes.com/sites/michaeltnietzel/2026/02/23/unemployment-and-underemployment-rates-among-recent-college-graduates">shows</a> unemployment among college graduates remains meaningfully below non-degree workers, with the gap still intact and only gradually narrowing — not collapsing in a way that signals a sudden AI shock. Separate research and <a href="https://www.investopedia.com/goldman-sachs-warns-college-graduates-about-job-market-shifts-11923413">analyst commentary</a> have also pointed out that ...</p><p><a href=https://www.benzinga.com/markets/tech/26/04/51665899/execs-are-ai-washing-but-is-unemployment-really-due-to-artificial-intelligence?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel alt=Execs Are 'AI Washing' — But Is Unemployment Really Due To Artificial Intelligence?>Full story available on Benzinga.com</a></p> AI artificial intelligence CRM Larry Fink Layoffs Marc Benioff NOW Stories That Matter XYZ Top Stories Tech NOW CRM US79466L3024 XYZ Top Stories Tech Benzinga Mon, 06 Apr 2026 18:11:21 +0000 Surbhi Jain 51665899 at https://www.benzinga.com How US Export Curbs Are Fueling China's Chip Boom https://www.benzinga.com/markets/tech/26/04/51664580/how-us-export-curbs-are-fueling-chinas-chip-boom?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel <p>Chinese semiconductor companies are accelerating growth as <a target="_blank" href="https://www.benzinga.com/topic/ai-chips" rel="noreferrer noopener">AI demand</a>, restrictions related to<strong> Nvidia Corp. </strong><a target="_blank" href="https://www.benzinga.com/quote/NVDA" rel="noreferrer noopener"><a href="https://www.benzinga.com/quote/NVDA" target="_blank" class="ticker-link" data-ticker="NVDA" data-exchange="NASDAQ" rel="noopener">(NASDAQ:<a class="ticker" href="https://www.benzinga.com/quote/NVDA">NVDA</a>)</a></a>, and supply shortages reshape competition and push Beijing to build a self-reliant chip ecosystem.</p> <h2 class="wp-block-heading">AI Boom And Nvidia Curbs Fuel Domestic Growth</h2> <p>Chinese chipmakers reported record revenue and expect further gains as domestic tech firms ramp up AI infrastructure.</p> <p>Paul Triolo of <strong>Albright Stonebridge Group</strong> <a target="_blank" href="https://www.cnbc.com/2026/04/03/chinese-chip-firms-record-revenue-ai-boom-us-curbs.html" rel="noreferrer noopener">told</a> CNBC on Friday that the U.S. restrictions have added "rocket fuel" to demand, while export curbs on Nvidia chips are pushing China to adopt local alternatives.</p> <p>Companies like Huawei and <strong>Moore Threads</strong> are stepping in to fill the gap, even as they trail U.S. performance.</p> <p>Parv Sharma of <strong>Counterpoint Research</strong> said these domestic solutions are helping fill the "compute gap" and driving strong revenue growth.</p> <h2 class="wp-block-heading">Memory Shortage Opens Door For Local Players</h2> <p>Global shortages of memory chips and rising prices are boosting Chinese firms like <strong>ChangXin Memory Technologies</strong> (CXMT), which saw revenue surge sharply.</p> <p>Restrictions on advanced memory imports have created opportunities for CXMT to emerge as a domestic option. <strong>Morningstar's </strong>Phelix Lee said that even older ...</p><p><a href=https://www.benzinga.com/markets/tech/26/04/51664580/how-us-export-curbs-are-fueling-chinas-chip-boom?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel alt=How US Export Curbs Are Fueling China's Chip Boom>Full story available on Benzinga.com</a></p> Asia ASML Government MU News NVDA Regulations SSNLF TSM Top Stories Tech Media ASML USN070591862 NVDA US67066G1040 MU US5951121038 TSM US8740391003 SSNLF News Government Regulations Asia Top Stories Tech Media Benzinga Mon, 06 Apr 2026 17:18:47 +0000 Anusuya Lahiri 51664580 at https://www.benzinga.com Wall Street Waits On Potential Ceasefire, Micron Leads Memory Stocks Higher: What's Moving Markets Monday? https://www.benzinga.com/markets/market-summary/26/04/51663685/wall-street-waits-on-potential-ceasefire-micron-leads-memory-stocks-higher-whats-moving-ma?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel <p>U.S. stocks rose Monday, with gains led by energy and growth-sensitive sectors as investors weighed ongoing conflict in Iran against <a href="https://www.benzinga.com/news/politics/26/04/51659662/no-pivot-no-deal-no-off-ramp-iran-war-tariff-shock-state-street">firm economic data. </a></p> <p>The S&P 500 Energy index climbed as crude futures held near recent highs, well above the psychologically important $100 level, while broader sector gauges showed modest advances for tech and financials.</p> <ul class="wp-block-list"> <li><em>SPY shares are up. </em><a href="https://www.benzinga.com/quote/SPY"><em>See the chart and price action here. </em></a></li> </ul> <p>President <strong>Donald Trump</strong> has set a deadline of Tuesday evening<a href="https://www.benzinga.com/news/politics/26/04/51661210/trump-threatens-hell-iran-says-its-all-going-to-plan"> for Iran to reopen </a>the Strait of Hormuz or face large‑scale strikes on power plants, bridges and other infrastructure. </p> <p>Tehran has so far rejected U.S. ceasefire and reopening proposals, keeping markets on edge over whether the deadline brings de‑escalation or a major military escalation.</p> <h2 class="wp-block-heading">Oil and Energy</h2> <p>WTI crude futures hovered around the $112 dollar mark after briefly spiking above $115 dollars earlier Monday, as headlines around shipping disruptions and ceasefire efforts in the Strait of Hormuz kept volatility elevated. </p> <p>The <strong>United States Oil Fund </strong><a href="https://www.benzinga.com/quote/USO" target="_blank" class="ticker-link" data-ticker="USO" data-exchange="ARCA" rel="noopener">(NYSE:<a class="ticker" href="https://www.benzinga.com/quote/USO">USO</a>)</a> was up slightly at $137.94, according to <a href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&gsxid=zBMR4PKmcgBw">Benzinga Pro </a>data. </p> <p>The ...</p><p><a href=https://www.benzinga.com/markets/market-summary/26/04/51663685/wall-street-waits-on-potential-ceasefire-micron-leads-memory-stocks-higher-whats-moving-ma?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel alt=Wall Street Waits On Potential Ceasefire, Micron Leads Memory Stocks Higher: What's Moving Markets Monday?>Full story available on Benzinga.com</a></p> $BTC ASTS BKNG Cryptocurrency DIA Donald Trump Equities Iran IWM Large Cap midday update MU News QQQ SIDU SNDK SPCE SPY Strait of Hormuz USO VOO WDC XLE Commodities Politics Global Markets Movers Tech Trading Ideas SIDU DIA US78467X1090 IWM US4642876555 SPY US78462F1030 USO US91232N1081 XLE US81369Y5069 SNDK US80004C1018 MU US5951121038 WDC US9581021055 VOO US9229084135 QQQ US73935A1043 BKNG SPCE $BTC ASTS News Equities Cryptocurrency Large Cap Commodities Politics Global Markets Movers Tech Trading Ideas Benzinga Mon, 06 Apr 2026 16:55:14 +0000 Erica Kollmann 51663685 at https://www.benzinga.com FuboTV Outlines Net Cash Positive Position By 2027, Stock Soars https://www.benzinga.com/trading-ideas/movers/26/04/51663588/fubotv-outlines-net-cash-positive-position-by-2027-stock-soars?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel <p><strong>FuboTV</strong> <a href="https://www.benzinga.com/quote/FUBO" target="_blank" class="ticker-link" data-ticker="FUBO" data-exchange="NYSE" rel="noopener">(NYSE:<a class="ticker" href="https://www.benzinga.com/quote/FUBO">FUBO</a>)</a> shares are up on Monday after the company disclosed <a target="_blank" href="https://www.benzinga.com/pressreleases/26/04/b51656286/fubo-releases-adjusted-ebitda-outlook-and-long-term-financial-targets" rel="noreferrer noopener">adjusted EBITDA outlook </a>for FY26 and FY28.</p> <p>The stock's rise comes as the broader market is experiencing mixed performance, with the Nasdaq gaining slightly while other indices show little movement.</p> <h2 class="wp-block-heading">Guidance</h2> <p>The company expects adjusted EBITDA of $80 million – $100 million in the fiscal year 2026 and at least $300 million in fiscal year 2028 (FY28), implying over 80% CAGR growth.</p> <p>Also, FuboTV projects positive free cash flow in the fiscal year 2027 and FY28 under the current operating plan. The company anticipates ending the fiscal year 2026 with at least $200 million in cash.</p> <p>It expects sufficient liquidity to fund operations and growth without additional financing through 2028, with a path to a net cash position by then.</p> <p>The company's debt stands at about $323 million with no maturities until 2029.</p> <p>Notably, the sports-first live TV streaming platform company reported a net loss of $178 million and adjusted EBITDA of $59 million in 2025.</p> <h2 ...<p><a href=https://www.benzinga.com/trading-ideas/movers/26/04/51663588/fubotv-outlines-net-cash-positive-position-by-2027-stock-soars?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel alt=FuboTV Outlines Net Cash Positive Position By 2027, Stock Soars>Full story available on Benzinga.com</a></p> Asia benzai Equities FUBO News why it's moving XITK Guidance Small Cap Top Stories Movers Tech XITK FUBO News Equities Asia Guidance Small Cap Top Stories Movers Tech Benzinga Mon, 06 Apr 2026 16:51:17 +0000 Lekha Gupta 51663588 at https://www.benzinga.com Why Are Marvell Shares Trading Higher On Monday? https://www.benzinga.com/trading-ideas/movers/26/04/51663180/why-are-marvell-shares-trading-higher-on-monday?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel <p><strong>Marvell Technology Inc</strong> <a class="ticker-link" data-ticker="MRVL" data-exchange="NASDAQ" href="https://www.benzinga.com/quote/MRVL" target="_blank" rel="noopener">(NASDAQ:<a class="ticker" href="https://www.benzinga.com/quote/MRVL">MRVL</a>)</a> shares are trading higher on Monday. The stock is riding momentum from a strategic investment by <strong>NVIDIA Corp</strong> <a class="ticker-link" data-ticker="NVDA" data-exchange="NASDAQ" href="https://www.benzinga.com/quote/NVDA" target="_blank" rel="noopener">(NASDAQ:<a class="ticker" href="https://www.benzinga.com/quote/NVDA">NVDA</a>)</a>.</p> <p>The Nasdaq rose 0.23% while the S&P 500 gained 0.17%. </p> <p><strong> • Marvell Technology stock is approaching key resistance levels. <a href="https://www.benzinga.com/quote/MRVL" target="_blank" rel="noreferrer noopener">What’s behind MRVL new highs?</a></strong></p> <h2 class="wp-block-heading"><strong>Nvidia Injects $2 Billion</strong></h2> <p>Nvidia made a $2 billion equity <a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/26/04/51601141/nvidia-makes-equity-investment-marvell-technology">investment in Marvell</a>. This deal significantly deepens their NVLink Fusion partnership. It marks a “material escalation” in their collaboration, according to <strong>JPMorgan</strong> analyst <strong>Harlan Sur.</strong></p> <h2 class="wp-block-heading"><strong>Expanding Custom Silicon Reach</strong></h2> <p>The ...</p><p><a href=https://www.benzinga.com/trading-ideas/movers/26/04/51663180/why-are-marvell-shares-trading-higher-on-monday?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel alt=Why Are Marvell Shares Trading Higher On Monday?>Full story available on Benzinga.com</a></p> benzai Equities Expert Ideas Harlan Sur JPMorgan MRVL News NVDA why it's moving Markets Movers Tech MRVL BMG5876H1051 NVDA US67066G1040 News Equities Markets Movers Tech Benzinga Mon, 06 Apr 2026 16:35:52 +0000 Kaustubh Bagalkote 51663180 at https://www.benzinga.com AMD Gains Market Share As 'Agentic AI' Fuels Surprise Surge In Chip Demand https://www.benzinga.com/markets/tech/26/04/51661421/amd-gains-market-share-agentic-ai-fuels-surprise-surge?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel <p><strong>Citi </strong>analysts are taking a cautious view of semiconductor earnings season but flag <strong>Advanced Micro Devices, Inc</strong> <a class="ticker-link" data-ticker="AMD" data-exchange="NASDAQ" href="https://www.benzinga.com/quote/AMD" target="_blank" rel="noopener">(NASDAQ:<a class="ticker" href="https://www.benzinga.com/quote/AMD">AMD</a>)</a> as <a href="https://www.benzinga.com/quote/AMD/analyst-ratings">a near-term opportunity</a>.</p> <p>The bank maintained a Neutral rating and cut its price target, while adopting a sum-of-the-parts valuation and slightly raising its 2026 EPS forecast on stronger CPU demand tied to AI.</p> <p>AMD's growing server CPU market share—now above 40%—and firmer pricing are expected to support upside and potential earnings beats, even as Citi anticipates a softer second half of 2026.</p> <h2 class="wp-block-heading">Technical Analysis</h2> <p>At $218.60, AMD's longer-term trend still reads constructive. Still, the moving-average picture is incomplete here because the 20-day and 100-day simple moving average (SMA), the stock's average price over those windows, are not available. With no significant moving-average crossovers detected, the chart narrative leans more on key levels and prior turning points than on fresh trend breaks.</p> <p>The golden cross from July 16, 2025, marked a bullish, longer-term regime shift, consistent with the stock's strong multi-month uptrend. RSI previously entered overbought territory on 2026-01-21, a level that often ...</p><p><a href=https://www.benzinga.com/markets/tech/26/04/51661421/amd-gains-market-share-agentic-ai-fuels-surprise-surge?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel alt=AMD Gains Market Share As 'Agentic AI' Fuels Surprise Surge In Chip Demand>Full story available on Benzinga.com</a></p> AMD ARKW benzai Expert Ideas News SOXQ SOXX Price Target Reiteration Analyst Ratings Tech Trading Ideas AMD US0079031078 SOXX US4642875235 ARKW SOXQ News Price Target Reiteration Analyst Ratings Tech Trading Ideas Benzinga Mon, 06 Apr 2026 15:27:28 +0000 Anusuya Lahiri 51661421 at https://www.benzinga.com What Do Experts Think Of Micron Technology's Competition And Fundamentals? https://www.benzinga.com/markets/tech/26/04/51660694/what-do-experts-think-micron-technologys-competition-fundamentals?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel <p><strong>Micron Technology Inc</strong> <a href="https://www.benzinga.com/quote/MU" target="_blank" class="ticker-link" data-ticker="MU" data-exchange="NASDAQ" rel="noopener">(NASDAQ:<a class="ticker" href="https://www.benzinga.com/quote/MU">MU</a>)</a> is drawing mixed views from analysts and investors <a target="_blank" href="https://www.benzinga.com/topic/micron-technology" rel="noreferrer noopener">as improving fundamentals</a> collide with rising competitive pressures.</p> <h2 class="wp-block-heading">KeyBanc Sees Strong Upside From New Deals</h2> <p><strong>KeyBanc </strong>analysts remain bullish on Micron, citing improved long-term supply agreements with hyperscale customers as a key driver.</p> <p>The firm maintained an Overweight rating and said new contract terms—including pricing floors and upfront capacity payments—help limit downside risk and signal a shift in how Micron secures capacity deals with major cloud clients. </p> <p>KeyBanc also expects DRAM and NAND prices to rise sharply in the near term and has raised its estimates accordingly.</p> <h2 class="wp-block-heading">Experts Flag Near-Term Competitive Pressure</h2> <p>At the same time, experts <a target="_blank" href="https://www.bloomberg.com/news/articles/2026-04-06/micron-is-slumping-and-rival-s-10-billion-us-listing-won-t-help" rel="noreferrer noopener">told</a> Bloomberg on Monday that Micron could face near-term pressure as SK Hynix moves toward a U.S. listing, giving investors another way to gain exposure to memory chips.</p> <p>Rob Li of Amont Partners told Bloomberg that capital could rotate toward SK Hynix due to its lower valuation. At the same time, Kenny Kim of Meridian One highlighted its leadership in high-bandwidth memory.</p> <p>However, Joe Tigay of Equity Armor Investments told Bloomberg that any impact may be short-lived, and Jung In Yun of Fibonacci Asset ...</p><p><a href=https://www.benzinga.com/markets/tech/26/04/51660694/what-do-experts-think-micron-technologys-competition-fundamentals?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel alt=What Do Experts Think Of Micron Technology's Competition And Fundamentals?>Full story available on Benzinga.com</a></p> ARTY benzai Expert Ideas MU News SOXX VLUE Reiteration Top Stories Analyst Ratings Tech Media Trading Ideas MU US5951121038 SOXX US4642875235 VLUE ARTY News Reiteration Top Stories Analyst Ratings Tech Media Trading Ideas Benzinga Mon, 06 Apr 2026 15:05:29 +0000 Anusuya Lahiri 51660694 at https://www.benzinga.com SpaceX IPO Could Ignite A New ETF Battleground Beyond Big Tech https://www.benzinga.com/etfs/sector-etfs/26/04/51659858/spacex-ipo-could-ignite-a-new-etf-battleground-beyond-big-tech?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel <p>The expected $2 trillion <a href="https://www.benzinga.com/topic/spacex"><strong>IPO of</strong> <strong>SpaceX</strong></a> is not just any typical headline-grabbing listing, it could fundamentally change the way thematic ETFs are constructed, promoted, and traded. Although most discussions so far have centered on its addition to major indexes and its impact on the concentration of holdings in certain <a href="https://www.benzinga.com/etfs">thematic ETFs</a>, there could be something much more significant brewing underneath the surface: the creation of a solid investment platform for a “space economy” theme.</p> <p>Space economy-themed ETFs have been largely a theory until now. The <strong>ARK Space & Defense Innovation ETF</strong> <a class="ticker-link" data-ticker="ARKX" data-exchange="BATS" href="https://www.benzinga.com/quote/ARKX" target="_blank" rel="noopener">(BATS:<a class="ticker" href="https://www.benzinga.com/quote/ARKX">ARKX</a>)</a> and the <strong>Procure Space ETF</strong> <a class="ticker-link" data-ticker="UFO" data-exchange="NASDAQ" href="https://www.benzinga.com/quote/UFO" target="_blank" rel="noopener">(NASDAQ:<a class="ticker" href="https://www.benzinga.com/quote/UFO">UFO</a>)</a>, for example, depend heavily on defense contractors, industrial firms, and other related technology companies because there was no clear pure-play space economy leader that went public. But the imminent listing of SpaceX could alter that dynamic.</p> <h2 class="wp-block-heading">True Anchor For Space Economy </h2> <p>If SpaceX lists at anything close to the rumored trillion-dollar valuation, it would likely ...</p><p><a href=https://www.benzinga.com/etfs/sector-etfs/26/04/51659858/spacex-ipo-could-ignite-a-new-etf-battleground-beyond-big-tech?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel alt=SpaceX IPO Could Ignite A New ETF Battleground Beyond Big Tech>Full story available on Benzinga.com</a></p> ARKX ITA NVDA Sector ETFs UFO XAR Top Stories Tech ETFs ITA US4642887602 NVDA US67066G1040 XAR UFO ARKX Sector ETFs Top Stories Tech ETFs Benzinga Mon, 06 Apr 2026 14:39:35 +0000 Chandrima Sanyal 51659858 at https://www.benzinga.com No Pivot, No Deal, No Off-Ramp — Iran War Damage Will Dwarf Tariff Shock, State Street Warns https://www.benzinga.com/news/politics/26/04/51659662/no-pivot-no-deal-no-off-ramp-iran-war-tariff-shock-state-street?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel <p><strong>State Street Global Advisors </strong>issued a stark warning that the market fallout from the ongoing war in Iran will likely eclipse the tariff-driven volatility of 2025, even if the<a href="https://www.benzinga.com/trading-ideas/movers/26/04/51615744/the-mother-of-all-energy-crises-is-just-beginning-iea-warns-april-will-be-much-worse"> fighting resolves swiftly</a>. </p> <ul class="wp-block-list"> <li><em>USO shares are moving.</em><a href="https://www.benzinga.com/quote/USO"><em> See the chart and price action here. </em></a></li> </ul> <h2 class="wp-block-heading">‘Short Shocks, Longer Echoes'</h2> <p>In a March note to clients titled "Short Shocks, Longer Echoes,"  the asset manager argues that investors should brace for a slower and more uneven recovery this time—without the quick policy pivot that helped stabilize markets last year.</p> <p>The 2025 tariff reversal sparked a furious rally in high-beta names while high-quality defensive plays lagged. But State Street cautions that historical parallels will mislead market participants. </p> <p>"Although there may be some common characteristics in these two environments," analysts wrote, "it is not wise to draw direct inference for returns." </p> <p>Unlike last year's short-lived tariff shock, the current conflict has no clear off-ramp, no diplomatic deal on the table and ...</p><p><a href=https://www.benzinga.com/news/politics/26/04/51659662/no-pivot-no-deal-no-off-ramp-iran-war-tariff-shock-state-street?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel alt=No Pivot, No Deal, No Off-Ramp — Iran War Damage Will Dwarf Tariff Shock, State Street Warns>Full story available on Benzinga.com</a></p> Analyst Color Equities Iran Large Cap News QQQ SPY State Street State Street Global Advisors tariffs USO Broad U.S. Equity ETFs Specialty ETFs Markets Analyst Ratings Movers Tech Trading Ideas ETFs SPY US78462F1030 USO US91232N1081 QQQ US73935A1043 News Analyst Color Equities Large Cap Broad U.S. Equity ETFs Specialty ETFs Markets Analyst Ratings Movers Tech Trading Ideas ETFs Benzinga Mon, 06 Apr 2026 14:34:18 +0000 Erica Kollmann 51659662 at https://www.benzinga.com Nvidia's Wartime Resilience Is Hiding A Taiwan-Sized Fragility https://www.benzinga.com/markets/tech/26/04/51658389/nvidias-wartime-resilience-is-hiding-a-taiwan-sized-fragility?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel <p><strong>Nvidia Corp</strong>‘s <a class="ticker-link" data-ticker="NVDA" data-exchange="NASDAQ" href="https://www.benzinga.com/quote/NVDA" target="_blank" rel="noopener">(NASDAQ:<a class="ticker" href="https://www.benzinga.com/quote/NVDA">NVDA</a>)</a> status as a resilient trade may be at risk as the <a href="https://www.benzinga.com/topic/artificial-intelligence">entire AI boom</a> rests on a supply chain that runs through one of the most geopolitically <a href="https://www.benzinga.com/trading-ideas/long-ideas/26/03/51412013/iran-war-is-boosting-oil-but-a-70-billion-surge-in-battery-stocks-signals-a-bigger-shift">vulnerable regions in the world</a>.</p> <p>Back in February, Nvidia's rise quietly created a <a href="https://www.benzinga.com/markets/tech/26/02/50858533/nvidias-rise-just-created-a-new-2-trillion-giant">$2 trillion giant</a> in <strong>Taiwan Semiconductor Manufacturing Company Ltd.</strong> <a class="ticker-link" data-ticker="TSM" data-exchange="NYSE" href="https://www.benzinga.com/quote/TSM" target="_blank" rel="noopener">(NYSE:<a class="ticker" href="https://www.benzinga.com/quote/TSM">TSM</a>)</a>. Every advanced AI chip Nvidia designs is manufactured by TSMC. That dependency hasn't changed.</p> <p>What has changed is the backdrop. </p> <p>According <a href="https://www.principalam.com/us/insights/equities/techs-resilience-amid-geopolitical-tension-masks-growing-supply-chain-fragilities">to</a> Principal Asset Management, semiconductor manufacturing is "highly energy-intensive" and critically dependent on uninterrupted power. Even brief outages can halt production entirely—making geography matter more than ever.</p> <p>And geography, right now, is the problem.</p> <p>Taiwan produces more than 90% of the world's most advanced semiconductors. But it is also heavily reliant on imported energy—much of which flows through the Iran-controlled Strait ...</p><p><a href=https://www.benzinga.com/markets/tech/26/04/51658389/nvidias-wartime-resilience-is-hiding-a-taiwan-sized-fragility?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel alt=Nvidia's Wartime Resilience Is Hiding A Taiwan-Sized Fragility>Full story available on Benzinga.com</a></p> Expert Ideas INTC LNG Long Ideas Natural Gas NVDA semiconductors South Korea Stories That Matter Strait of Hormuz taiwan TSM Top Stories Tech Trading Ideas INTC US4581401001 NVDA US67066G1040 TSM US8740391003 Long Ideas Top Stories Tech Trading Ideas Benzinga Mon, 06 Apr 2026 14:02:21 +0000 Surbhi Jain 51658389 at https://www.benzinga.com