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AAPL

NVDA

Gene Munster from Deepwater Asset Management recommends buying big tech stocks, particularly Apple and Nvidia, as they are poised for a significant bull run driven by AI. Munster highlights upcoming events and catalysts, such as Apple's AI features and Nvidia's AI chip dominance, as reasons for potential stock price increases.

Portfolio Pulse from Adam Eckert

September 03, 2024 | 6:06 pm

BYDDF

BYD Americas has clarified that it has not postponed any decisions regarding its plant in Mexico, according to a statement reported by Reuters.

Portfolio Pulse from Benzinga Newsdesk

September 03, 2024 | 6:06 pm

CURLF

SOMAÍ Pharmaceuticals and Cosma S.A. have partnered to introduce cannabis-based products in Poland, with Cosma acting as the marketing authorization holder. This collaboration aims to improve access to high-quality cannabis solutions for Polish patients. Meanwhile, Curaleaf Holdings has expanded in Poland by acquiring Can4Med, recognizing the potential of the Polish medical marijuana market.

Portfolio Pulse from Nina Zdinjak

September 03, 2024 | 6:04 pm

INTC

IWM

MAGS

NVDA

QQQ

SPY

TLT

XLK

XLP

The first trading session of September saw a significant selloff in risk assets, with major indices and tech stocks dropping sharply. The VIX surged, indicating increased market anxiety. The yen strengthened, while oil prices fell below $70. Treasury yields dropped amid weak U.S. manufacturing data, and several major tech stocks experienced substantial declines.

Portfolio Pulse from Piero Cingari

September 03, 2024 | 6:01 pm

GOOGL

Google has announced that Chromebooks now come with built-in Google AI, and the new Chromebook Plus models feature advanced capabilities powered by generative AI. This development is aimed at enhancing the user experience for students and educators.

Portfolio Pulse from Benzinga Newsdesk

September 03, 2024 | 5:54 pm

GOOGL

Google is expanding its AI features for educational purposes. In the coming months, Gemini will be available to teen students with school-issued Google accounts. For users 18 and older, Gemini Advanced will allow document uploads and question-asking. Additionally, NotebBookLM will offer summarization and chat features. Over the next year, Google plans to extend School Time to more devices, including select Android phones, tablets, and Samsung Galaxy Watches.

Portfolio Pulse from Benzinga Newsdesk

September 03, 2024 | 5:54 pm

RXRX

SGRP

SIFY

Recursion Pharmaceuticals shares fell 11.6% after announcing Phase 2 data for a treatment for Cerebral Cavernous Malformation. Nikola shares also dipped 10.4%. Meanwhile, Sify Technologies surged 103% after achieving a significant certification, and SPAR Group rose 65% following an acquisition agreement.

Portfolio Pulse from Avi Kapoor

September 03, 2024 | 5:41 pm

ABBV

CVS

LLY

MRK

MRNA

NVO

TEM

UNH

VKTX

The article discusses unusual options activity in the health care sector, highlighting significant trades for companies like CVS, NVO, CI, VKTX, TEM, MRNA, ABBV, UNH, MRK, and LLY. These trades, identified as 'whale alerts,' indicate potential trading opportunities based on the sentiment and volume of options contracts.

Portfolio Pulse from Benzinga Insights

September 03, 2024 | 5:35 pm

LYV

The European Commission is investigating Ticketmaster's dynamic pricing practices following a UK review into inflated Oasis concert ticket prices. Ticketmaster, a US-owned company, is accused of breaching laws by raising ticket prices significantly. The investigation may lead to new regulations in Europe.

Portfolio Pulse from Benzinga Newsdesk

September 03, 2024 | 5:33 pm

EPOL

LMT

Lockheed Martin is enhancing its collaboration with the Polish defense industry to produce PAC-3 MSE missiles. This partnership aims to bolster defense capabilities and strengthen ties between the US and Poland.

Portfolio Pulse from Benzinga Newsdesk

September 03, 2024 | 5:20 pm