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GMF

GOOGL

MSFT

TINY

TSM

Taiwan Semiconductor Manufacturing Co (TSM) is driving a land price boom in Japan with its new chip plants, significantly impacting the economy. TSM's stock has risen over 88% in the past year, supported by investments from major tech companies in AI. TSM plans further expansion in Japan with a $20 billion plant.

Portfolio Pulse from Anusuya Lahiri

September 17, 2024 | 6:18 pm

LOGI

Logitech G has announced new gaming products and partnerships at the Logi Play event. The lineup includes the Genshin Impact PC Collection, G915 X Gaming Keyboard, ASTRO A50 Headset, AI Game Highlighter, MOMO Racing Wheels, and the latest PRO Series for esports.

Portfolio Pulse from Benzinga Newsdesk

September 17, 2024 | 6:03 pm

AVGO

CARZ

IYT

QCOM

STLA

TGT

TSM

WMT

XRT

A potential strike by dockworkers at East and Gulf coast ports in October could disrupt U.S. supply chains, affecting retail, automotive, and semiconductor sectors. Companies like Walmart, Target, and Home Depot, as well as automotive and semiconductor firms, may experience short-term impacts. The strike could lead to increased demand for leased containers and affect inventory levels.

Portfolio Pulse from Michael Juliano

September 17, 2024 | 6:00 pm

Electronic Arts Inc. (NASDAQ:EA) has announced the release schedule for EA Sports FC 25, with early access starting on September 20 and a global release on September 27. The game introduces new features like ray tracing and time progression during matches.

Portfolio Pulse from Franca Quarneti

September 17, 2024 | 5:52 pm

UBER

Uber Technologies Inc. (NYSE:UBER) has seen significant stock growth, but technical indicators suggest a potential slowdown as it nears a Death Cross. Despite this, Uber's expansion of safety features and strategic partnerships, like with Waymo, bolster its market position. Bulls remain optimistic about Uber's long-term growth potential.

Portfolio Pulse from Surbhi Jain

September 17, 2024 | 5:50 pm

Electronic Arts (EA) announced at its Investor Day Conference that it expects to double its global audience to over 1 billion people in the next five years. This ambitious growth plan highlights EA's strategic focus on expanding its reach and influence in the gaming industry.

Portfolio Pulse from Benzinga Newsdesk

September 17, 2024 | 5:49 pm

SNAP

Snap AR is enhancing real-world experiences by introducing Snapchat Cam at over 50 venues. They have launched new AR and AI features, including an Eminem Lip Syncing Lens and a NYX Beauty Bestie Lens, to boost user engagement.

Portfolio Pulse from Benzinga Newsdesk

September 17, 2024 | 5:48 pm

DNA

GOOG

GOOGL

Ginkgo Bioworks has expanded its partnership with Google Cloud to introduce two AI tools aimed at accelerating drug development. These tools, a protein large language model and a model API, leverage AI and proprietary data to enhance therapeutic discovery. The collaboration with Google Cloud and the development of AlphaFold 3 by Google DeepMind are key components of this initiative.

Portfolio Pulse from Vandana Singh

September 17, 2024 | 5:48 pm

EWTX

Edgewise Therapeutics has launched the CIRRUS-HCM trial to evaluate the safety and effects of EDG-7500, a new cardiac sarcomere modulator for treating hypertrophic cardiomyopathy. Traders are circulating an undated report about the company.

Portfolio Pulse from Benzinga Newsdesk

September 17, 2024 | 5:46 pm

BTC

GEV

HPE

IWM

MRNA

Wall Street saw a positive session as investors anticipate a Fed rate cut. Small caps, solar, clean energy, and regional banks led gains. Bitcoin surged over 4% due to positive ETF inflows. Treasury yields and the US dollar rose on strong retail sales data.

Portfolio Pulse from Piero Cingari

September 17, 2024 | 5:38 pm