Ultime notizie per FTAI Infrastructure (NASDAQ:FIP) Azioni

FTAI Infrastructure

FTAI Infrastructure Inc is engaged in five segments; Railroad segment includes five freight railroads and one switching company that provide rail service to certain manufacturing and production facilities, the Jefferson Terminal segment consists of a multi-modal crude oil and refined products terminal and other related assets. Repauno segment consists of a 1,630-acre deep-water port located along the Delaware River with an underground storage cavern, a new multipurpose dock, a rail-to-ship transloading system, and multiple industrial development opportunities. Power and Gas segment is comprised of an equity method investment in Long Ridge, and Sustainability and Energy Transition segment is comprised of Aleon/Gladieux, Clean Planet, and CarbonFree.

Needham analyst Quinn Bolton reiterates Penguin Solutions (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PENG#NASDAQ">PENG</a>) with a Buy and maintains $27 price target.

News

Price Target

Reiteration

Analyst Ratings

Penguin Solutions, Inc. - Ordinary Shares

PENG

Needham Reiterates Buy on Penguin Solutions, Maintains $27 Price Target

WestPark Capital analyst Curtis Shauger initiates coverage on C3.ai (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AI#NYSE">AI</a>) with a Buy rating and announces Price Target of $40.

Initiation

WestPark Capital Initiates Coverage On C3.ai with Buy Rating, Announces Price Target of $40

Citigroup analyst Patrick Donnelly downgrades Illumina (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ILMN#NASDAQ">ILMN</a>) from Neutral to Sell and lowers the price target from $85 to $80.

Downgrades

ILMN

Citigroup Downgrades Illumina to Sell, Lowers Price Target to $80

U.S. stock futures advanced on Wednesday after ending on a mixed note on Tuesday. Futures of major benchmark indices were trading higher.
President Donald Trump announced a <a href="https://www.benzinga.com/markets/equities/25/07/46305321/copper-price-surges-trump-tariffs-stocks-july-2025">50% tariff on copper imports</a> and confirmed the &#8220;reciprocal&#8221; tariffs, paused in April, will resume on Aug. 1, stating, &#8220;no extensions will be granted&#8221; to countries without finalized deals by that date. 
The 10-year Treasury bond yielded 4.41% and the two-year bond was at 3.90%. The CME Group's FedWatch <a href="https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html">tool&#8217;s</a> projections show markets pricing a 95.3% likelihood of the Federal Reserve keeping the current interest rates unchanged in its July meeting.
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Futures</td>
<td>Change (+/-)</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>0.20%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>0.18%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>0.19%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>0.08%</td>
</tr>
</tbody>
</table>
</figure>
The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, were higher in premarket on Wednesday. The SPY was up 0.17% at $621.37, while the QQQ advanced 0.16% to $553.24, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
Cues From Last Session:
Energy and materials stocks bucked the overall market trend, closing Tuesday&#8217;s session higher, while most other sectors on the S&amp;P 500 ended negatively.
Consumer staples, utilities, and financial stocks notably recorded the biggest losses.
U.S. stocks settled mostly lower on Tuesday.
Shares of ProKidney Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PROK#NASDAQ">PROK</a>) jumped an impressive 515% on Tuesday. This surge followed the company&#8217;s announcement of statistically and clinically significant topline results from its Phase 2 REGEN-007 trial, which evaluated Rilparencel in patients with chronic kidney disease and diabetes.
On the economic data front, the US Manheim Used Vehicle Value Index saw a 1.6% month-over-month increase for June, a rebound after a 1.4% decline in May. Meanwhile, the NFIB Small Business Optimism Index dipped to 98.6 in June from 98.8 in May, slightly below market estimates of 98.7.
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Index</td>
<td>Performance (+/-)</td>
<td>Value</td>
</tr>
<tr>
<td>Nasdaq Composite</td>
<td>0.029%</td>
<td>20,418.46</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>-0.072%</td>
<td>6,225.52</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>-0.37%</td>
<td>44,240.76</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>0.66%</td>
<td>2,228.74</td>
</tr>
</tbody>
</table>
</figure>
Insights From Analysts:
Jeffrey Buchbinder, the chief equity strategist at LPL Financial, forecasted modest gains for equities in its mid-year outlook.
&#8220;AI-driven capex remains a key tailwind, but tariff-related earnings pressure and elevated valuations may cap upside. Pullbacks should be viewed as selective buying opportunities,&#8221; he said.
LPL's year-end S&amp;P 500 target range was set at 6,000 to 6,100 points, based on $275 in 2026 EPS.
Meanwhile, the senior economist at WisdomTree, Jeremy Siegel, said that &#8220;Equity markets found encouragement, not because employment showed strength, but because it did not show further deterioration.&#8221;
Talking about AI, he said, &#8220;Companies able to leverage AI for productivity gains—particularly in financials and traditional industries—are poised to outperform.&#8221;
Siegel also stated that he will be closely watching for a potential shift in market leadership. &#8220;July has opened strongly for smaller caps, but I believe the stage is set for a longer-lasting rotation.&#8221;
&#8220;If users begin to invest in cost-saving technologies under the pressure of higher tariffs or wage costs, value could finally have its day,&#8221; he added.
See Also: <a href="https://www.benzinga.com/money/how-to-trade-futures">How to Trade Futures</a> 
Upcoming Economic Data
Here&#8217;s what investors will keep an eye on Wednesday:
<ul class="wp-block-list">
<li>The wholesale inventories data will be out by 10:00 a.m. ET.</li>
<li>Minutes of the Fed&#8217;s May FOMC meeting will be released by 2:00 p.m. ET.</li>
</ul>
Stocks In Focus:
<ul class="wp-block-list">
<li>Entero Therapeutics Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENTO#NASDAQ">ENTO</a>) surged 57.84% after regaining Nasdaq compliance following its annual meeting.</li>
<li>Calidi Biotherapeutics Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CLDI#NYSE">CLDI</a>) zoomed 50.57% after it announced the development of a precision genetic medicine platform for cancer treatment. Its innovative approach focuses on using engineered viruses to deliver genetic medicines that can target both primary tumors and metastatic sites.</li>
<li>Sobr Safe Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOBR#NASDAQ">SOBR</a>) climbed 42.73% after the company announced it had been granted European patent number EP4171362.</li>
<li>Birks Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BG#NYSE">BG</a>) gained 21.10% after completing the acquisition of the Watch and Jewellery Business of European Boutique and related debt financing amendments.</li>
<li>Sharplink Gaming Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBET#NASDAQ">SBET</a>) advanced 14.06% after the company announced that it acquired an additional 7,689 ETH for the week of June 28 through July 4.</li>
<li>GameSquare Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GAME#NASDAQ">GAME</a>) was 1.95% higher after a $100 million Ethereum investment announced on Tuesday spurred a 58% rally.</li>
<li>AZZ Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AZZ#NYSE">AZZ</a>) rose 2.01% in premarket on Wednesday as analysts expect it to report earnings of $1.58 per share on revenue of $434.79 million after the closing bell.</li>
<li>Methode Electronics Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MEI#NYSE">MEI</a>) advanced 4.72% as it is expected to report earnings after market close. Analysts estimate earnings of 4 cents per share on revenue of $232.87 million.</li>
<li>Penguin Solutions Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TZUP#NASDAQ">TZUP</a>) dropped 6.09% after reporting upbeat earnings for the third quarter, while sales missed estimates. The company raised its FY2025 earnings guidance, but narrowed its sales forecast.</li>
<li>Aehr Test Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AEHR#NASDAQ">AEHR</a>) plummeted 20.11% after posting weaker-than-expected revenue for the fourth quarter on Tuesday. Aehr Test Systems reported fourth-quarter revenue of $14.09 million, missing analyst estimates of $14.82 million.</li>
</ul>
Commodities, Gold, And Global Equity Markets:
Crude oil futures were trading lower in the early New York session by 0.51% to hover around $68.68 per barrel.
Gold Spot US Dollar fell 0.37% to hover around $3,289.34 per ounce. Its last record high stood at $3,500.33 per ounce. The U.S. Dollar Index spot was higher by 0.06% at the 97.5760 level.
Asian markets ended mostly lower on Wednesday, except South Korea's Kospi and Japan's Nikkei 225 indices. Meanwhile, India's S&amp;P BSE Sensex, Hong Kong's Hang Seng, Australia's ASX 200, and China&#8217;s CSI 300 indices fell. European markets were higher in early trade.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/equities/25/07/46313514/warren-buffetts-quiet-dividend-play-9-high-yield-stocks-held-by-a-berkshire-subsidiary">Warren Buffett&#8217;s Quiet Dividend Play: 9 High-Yield Stocks Held By A Berkshire Subsidiary</a></li>
</ul>
Photo courtesy: Shutterstock

Equities

AEHR

CLDI

ENTO

GAME

PROK

SBET

SOBR

TZUP

US Stocks Likely To Open Higher: Trump's Tariff Clock Ticks, Fed Likely To Keep Rates Unchanged

Today, Venture Global, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VG#NYSE">VG</a>) and Securing Energy for Europe GmbH (SEFE) announced the finalization of an agreement under which SEFE's subsidiary, SEFE Energy GmbH, will purchase an additional 0.75 million tonnes per annum (MTPA) of liquefied natural gas (LNG) from CP2 LNG, Venture Global's third project, for 20 years. Today's announcement amends the existing Sales and Purchase Agreement signed by the companies in 2023, increasing the total volume of LNG purchased by SEFE from CP2 LNG to 3.0 MTPA.
Venture Global is expected to become Germany's largest LNG supplier, with a combined 5 MTPA of 20-year offtake agreements signed with SEFE and EnBW. In addition to its existing long-term agreements, Venture Global to date has supplied Germany with almost 80 cargoes of LNG from its Calcasieu Pass and Plaquemines LNG facilities, enough to power 8 million German homes for one year.

Venture Global Inks 20-Year LNG Deal With Germany's SEFE, Expanding Supply to 3 Million Tonnes Annually

CAAS

China Automotive Systems Begins Mass Production Of China's First iRCB-Compatible L2+ Electro-Hydraulic Steering System For Assisted Driving

AUUD

Auddia Names Jeff Thramann As CEO, Thramann Succeeds Michael Lawless In The Position; Company Forms Special Committee To Explore AI Holding Company Restructuring

<ul>
<li>Program will increase access to cutting-edge AI-powered breast cancer detection and is designed to boost compliance with annual cancer-screening guidelines</li>
<li>Regal Medical Group, Lakeside Community Healthcare and ADOC Medical Group are affiliates of one of Southern California's largest health networks, which manages nearly 600,000 members from newborns to Medicare recipients</li>
<li>Regal Medical Group, Lakeside Community Healthcare and ADOC Medical Group contract with most major health insurance carriers, expanding access to quality care to communities across Southern California</li>
<li>Program is indicative of EBCD reimbursement traction RadNet is getting with commercial payors</li>
</ul>

RDNT

RadNet's AI-Powered EBCD Program Now Covered By Major Southern California Medical Groups Under Heritage Provider Network

Space industry companies have reportedly made a plea to Congress, seeking to safeguard the funding for&nbsp;the Office of Space Commerce&nbsp;(OSC).
What Happened:&nbsp;Over&nbsp;450 U.S. space, satellite, and&nbsp;defense companies have petitioned&nbsp;the Subcommittee on Commerce, Justice,&nbsp;and Science to uphold the OSC&#8217;s funding at the Fiscal Year 2025 level of $65 million&nbsp;in the Fiscal Year 2026&nbsp;appropriations bill. The letters also advocated for the continuation of funds allocated to the OSC in Fiscal Year 2025,&nbsp;<a href="https://thehill.com/policy/technology/5391185-space-industry-companies-congress-funding-space-commerce-office/">reported</a>&nbsp;The Hill on Monday.
The Office of Space Commerce (OSC), part of the Department of Commerce, is tasked with developing space commerce policy and promoting the economic growth and technological progress of the U.S. commercial space sector.
The letters, sent to Senators Jerry Moran (R-Kan.) and Chris Van Hollen (D-Md.), along with Representatives Hal Rogers (R-Ky.) and Grace Meng (D-N.Y.), highlighted the critical role of the OSC in providing space traffic coordination support to U.S. satellite operators—paralleling the Federal Aviation Administration's responsibilities in managing air traffic for the nation&#8217;s airline industry.
The letters stressed that helping the U.S. space industry operate safely amid an increasingly crowded space environment is essential to maintaining access to space-based services such as broadband internet and weather forecasting for the American public.
SEE ALSO:&nbsp;<a href="https://benzinga.com/crypto/cryptocurrency/25/07/46293954/shiba-inu-burn-rate-explodes-99280-in-1-day-what-is-going-on" target="_blank" rel="noreferrer noopener">Shiba Inu Burn Rate Explodes 99,280% In 1 Day: What Is Going On? &#8211; Benzinga</a>
Why It Matters: The appeal from the space industry comes at a crucial time when the U.S. government is making significant decisions regarding space-related funding and policies.
Earlier this year, the OSC faced&nbsp;layoffs&nbsp;due to budget constraints, raising concerns about the future of the office. However, the recent appeal from industry leaders suggests a strong push to secure the necessary funding for the OSC&#8217;s continued operations, reported SpaceNews.
Meanwhile, the U.S. government has been showing a growing interest in space exploration and commercialization. In May, President Donald Trump&nbsp;<a href="https://www.benzinga.com/news/space/25/05/45708311/president-trump-proposes-1-billion-for-private-sector-mars-exploration-report">proposed a budget</a>&nbsp;of over $1 billion for Mars initiatives, aiming to involve private companies in the exploration of the red planet. This move could potentially open up new opportunities for the U.S. commercial space industry, further highlighting the significance of the OSC&#8217;s role in shaping space commerce policies.
However, amid Trump&#8217;s rift with SpaceX CEO Elon Musk, shares of Rocket Lab Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RKLB#NASDAQ">RKLB</a>) have been on the rise. Over the past month, it surged 30.7%. The stock has also been added to the Russell 1000 index recently, while it made major progress with its successful Electron launches in June.
<ul class="wp-block-list">
<li>READ MORE: <a href="https://www.benzinga.com/news/space/25/06/46185205/rocket-lab-breaks-records-and-stock-up-640-in-past-year-ast-spacemobile-impresses-defense-kuiper-grows">Shooting Stars: Rocket Lab Breaks Records (And Stock Up 640% In Past Year), AST SpaceMobile Impresses Defense, Kuiper Grows </a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

RKLB

Over 400 Space Companies Plead Congress To Maintain Office Of Space Commerce Funding: Report

<a href="https://www.globenewswire.com/Tracker?data=oqVQXZcJXPc8xjBB5L5cXsg_cn9eWdfP_tj70O84jbxJg4ewo_FNDI7bdqM4-b1h3rD-3oPUvdQhsvSCk1meTw==">Auddia Inc.</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AUUD#NASDAQ">AUUD</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AUUDW#NASDAQ">AUUDW</a>) ("Auddia" or the "Company"), today announced that Jeff Thramann has succeeded Michael Lawless as CEO of Auddia. After thirteen years of leading Auddia and its predecessor, Clip Interactive, Michael Lawless is retiring.
The Company has added three new independent board members with experience in AI infrastructure and the evaluation of entrepreneurial opportunities. The new board members are Nick Balletta, Emmanuel de Boucaud, and Josh Sroge. They are replacing existing independent board members Steve Deitsch, Tim Hanlon, and Tom Birch. The new board has formed a special committee of independent members to evaluate a transformative business combination opportunity to restructure into an AI native holding company that delivers enhanced AI capabilities to its portfolio companies.
Jeff Thramann will continue to serve as Auddia's chairman and in his new role as CEO will oversee the proposed restructuring as directed by the special committee. If a restructuring is consummated, Jeff Thramann will serve as CEO of the holding company and Auddia will become a fully owned subsidiary. It is expected that a new Auddia CEO will be named around that time.
The mission of the holding company to be evaluated by the special committee will be to deliver enhanced AI capabilities to portfolio companies through a proprietary AI data center solution and a centralized AI leadership and development team. The AI data center offering is expected to significantly lower the cost of training AI models and running inference on these models for the holding company's portfolio companies.
The AI leadership team will work with portfolio companies to institute an AI first culture with respect to leveraging AI to improve operational efficiencies, while the centralized AI development team will aim to deliver world class data analytics and machine learning expertise to portfolio companies. By centralizing AI talent at the holding company level, management believes portfolio companies will have access to a higher level of talent than they can secure individually. It is also expected that the cross pollination achieved by allocating central AI resources across multiple portfolio companies will result in greater innovation and superior AI model development.
The announced leadership changes and proposed restructuring are the result of a comprehensive analysis of strategic alternatives over the past nine months led by Jeff Thramann and the board in partnership with the management team and outside consultants. The process has resulted in an updated plan for faidr as well as an opportunity to evaluate a business combination that is expected to serve as the catalyst supporting the Company's proposed restructuring.

Management

AUUDW

Auddia Names Jeff Thramann as New CEO After Michael Lawless Retires

Health Care

General

EXAS

Exact Sciences Announced That Its Oncodetect Molecular Residual Disease Test Has Received Medicare Coverage Through The Centers For Medicare & Medicaid Services' Molecular Diagnostic Services Program For Serial Use In Patients With Stage II, III And Resectable Stage IV Colorectal Cancer In The Adjuvant And Recurrence Monitoring Settings Over A Five-year Period

GRVY

Two Ragnarok Titles From Gravity Achieve Top Rankings In Taiwan, Hong Kong, And Macau Following July 3 Launch

Cryptocurrency bettors now estimate a 50% possibility that the Federal Reserve will cut interest rates for the first time in 2025 during its September meeting.
What happened: As of this writing, the <a href="https://polymarket.com/dashboards/fed-rates">odds</a> of a 25 basis point cut were at 50% on the decentralized prediction platform Polymarket. On the other hand, the odds that rates will remain unchanged from the current 4.25%-4.50% range were 44%.
The probability of rates going unchanged during the July meeting was 96%.
These bets were roughly consistent with the CME FedWatch tracker, which <a href="https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html">showed </a>a 95% chance of rates remaining steady in July. For September, traders priced in a 62% chance of a 0.25% rate cut.
Goldman Sachs economists also <a href="https://www.benzinga.com/markets/economic-data/25/07/46188699/goldman-sachs-now-expects-3-fed-rate-cuts-in-2025-amid-weak-jobs-data-modest-trump-tariff-effects">anticipate a rate cut in September</a>, three months earlier than they had previously forecast, due to the lower-than-expected impact of tariffs.
See Also:<a href="https://www.benzinga.com/25/04/44621245/gold-backed-cryptos-match-yellow-metals-highs-following-trumps-liberation-day-shock"> </a><a href="https://www.benzinga.com/news/topics/25/07/46302822/peter-schiff-says-trumps-tax-cuts-wont-grow-the-economy-instead-he-warns-theyll-lead-to-higher-interest-rates-and-inflation">Peter Schiff Says Trump&#8217;s Tax Cuts &#8216;Won&#8217;t Grow The Economy.&#8217; Instead, He Warns They&#8217;ll Lead To Higher Interest Rates And Inflation</a>
Polymarket, based on Polygon (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/">POL</a>), allows users to buy &#8220;Yes&#8221; and &#8220;No&#8221; shares in USDC (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/">USDC</a>) stablecoin. The shares representing the correct outcome are paid out $1 USDC each upon market resolution.
The platform is not accessible in the U.S. due to regulatory restrictions.
Why It Matters: The jump in odds comes in the wake of President Donald Trump's escalating criticism of Fed Chair Jerome Powell.
Trump reiterated his call for Powell to &#8220;resign immediately&#8221; and asked for a congressional investigation into allegations that the Fed Chair gave<a href="https://www.benzinga.com/news/politics/25/07/46237506/trump-says-jerome-powell-should-resign-immediately-after-fhfa-director-alleges-fed-chair-lied-about-2-5-billion-renovation-plan"> false information</a> during a Senate Banking Committee testimony.
On monetary policy, Trump <a href="https://www.benzinga.com/news/politics/25/06/46165110/donald-trump-calls-fed-chair-jerome-powell-a-bad-person-who-keeps-rates-artificially-high-says-benchmark-should-drop-by-half">has accused Powell of keeping interest rates &#8220;artificially high&#8221;</a> and argued that the benchmark should be reduced to &#8220;1% or 2%,&#8221; or half of what it is now.
Earlier this month, Powell said that Trump's tariff strategy had <a href="https://www.benzinga.com/markets/macro-economic-events/25/07/46213909/jerome-powell-says-trumps-tariffs-deterred-fed-from-easing-monetary-policy-july-decision-to-depend-on-data-wouldnt-take-any-meeting-off-the-table">deterred the Federal Reserve</a> from implementing a more dovish monetary policy.
Read Next:&nbsp;
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/politics/25/07/46313013/trumps-tariff-letters-spark-high-level-of-uncertainity-and-volatility-says-economist-mohamed-el-erian">Trump&#8217;s Tariff Letters Spark &#8216;High Level Of Uncertainity And Volatility,&#8217; Says Economist Mohamed El-Erian</a><a href="https://www.benzinga.com/crypto/cryptocurrency/25/06/46148904/donald-trump-says-bitcoin-takes-a-lot-of-pressure-off-the-dollar"> </a></li>
</ul>
Image Credit: Jack Gruber / USA TODAY NETWORK via Imagn Images

$POL

$USDC

Polymarket Bettors See 50% Chance Of Fed September Rate Cuts As Trump Turns Up Heat On Powell

Super Micro Computer, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), a leading AI server manufacturer, plans to <a target="_blank" href="https://www.benzinga.com/topic/artificial-intelligence" rel="noreferrer noopener">increase its investment</a> in Europe to meet surging demand for AI infrastructure.
<h2 class="wp-block-heading">European Expansion Driven By Soaring AI Demand</h2>
The company, which already operates manufacturing facilities in the Netherlands, is exploring additional European locations for expansion, CNBC reported on Wednesday, <a target="_blank" href="https://www.cnbc.com/2025/07/09/super-micro-to-ramp-up-investment-in-europe-to-capitalize-on-ai-demand.html" rel="noreferrer noopener">citing</a> Super Micro&#8217;s chief, Charles Liang.
Liang attributes this accelerated investment to the rapid growth of European demand for AI solutions, a trend he expects to persist globally for many years.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/financing/25/06/46074323/supermicro-raises-2-billion-via-private-convertible-debt-with-35-conversion-premium" rel="noreferrer noopener">Supermicro Raises $2 Billion Via Private Convertible Debt With 35% Conversion Premium</a>
This move follows Super Micro&#8217;s June 11 expansion of Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) Blackwell <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/45881923/supermicro-teams-up-with-nvidia-to-supercharge-europes-ai-factories-with-powerful-server-solutions" rel="noreferrer noopener">AI server solutions</a> into the European market, offering over 30 stack options for swift enterprise deployment.
<h2 class="wp-block-heading">Domestic Production Also Scaling Up</h2>
While focusing on Europe, Super Micro is also <a target="_blank" href="https://www.benzinga.com/media/25/05/45541908/supermicro-eyes-texas-mississippi-for-ai-server-growth-as-microsoft-amazon-increase-spending" rel="noreferrer noopener">expanding its server production capacity</a> in U.S. states like Mississippi and Texas. This domestic expansion is driven by the substantial investments from tech giants such as Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and Amazon.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) in building data centers for AI model deployment and training.
The company also credited President Trump&#8217;s localization initiative as a key factor driving its domestic expansion efforts. However, at that time, Liang also pointed to production difficulties in the U.S., citing elevated costs and the absence of a domestic semiconductor manufacturing ecosystem for over 30 years. He said the long gap left American infrastructure and labor unfamiliar with the demands of manufacturing roles.
<h2 class="wp-block-heading">Stock Performance And Financial Headwinds</h2>
Despite its strong performance year-to-date, with the stock up over 61% and significantly outperforming the S&amp;P 500&#8217;s 6% gain amidst the AI frenzy, Super Micro has faced recent headwinds. The stock plunged over 45% in the last 12 months, lagging the S&amp;P 500&#8217;s 11% gains. This decline was largely due to increased scrutiny over the company&#8217;s internal financing controls, including the resignation of its independent auditor last October, which led to delayed financial filings.
Ongoing tariff uncertainties have also impacted the company, resulting in postponed orders and a downward revision of its fiscal year revenue guidance. Super Micro now forecasts fiscal year revenue between $21.8 billion and $22.6 billion, a reduction from its earlier projection of $23.5 billion to $25 billion.
<h2 class="wp-block-heading">Strong Growth Trajectory Maintained</h2>
Nevertheless, Liang reiterated to CNBC on Wednesday that Super Micro maintains a robust growth trajectory by advancing its core technologies and broadening its business footprint.
<h2 class="wp-block-heading">Analyst Outlook</h2>
Analysts have set a <a target="_blank" href="https://www.benzinga.com/quote/SMCI/analyst-ratings" rel="noreferrer noopener">consensus price forecast</a> of $276.50 for Super Micro, based on ratings from 21 firms. Rosenblatt issued the highest forecast of $1,300 on August 7, 2024, while Wedbush set the lowest at $30 on May 7, 2025. Recent ratings average out to a price forecast of $42.67, suggesting a potential downside of 13.56% from the current level based on those forecasts.
In May, Raymond James <a target="_blank" href="https://www.benzinga.com/markets/25/05/45399438/smci-rated-outperform-by-raymond-james-amid-dominance-in-branded-ai-server-market" rel="noreferrer noopener">initiated coverage on</a> Super Micro with an Outperform rating, highlighting its rapid revenue growth and leadership in AI-optimized infrastructure. The firm noted that AI platforms generate roughly 70% of Supermicro&#8217;s revenue, establishing the company as a leading force among branded server vendors.
Raymond James forecasted fiscal 2026 revenue of $29.8 billion and EPS of $3.03, emphasizing Supermicro&#8217;s strategic position between traditional IT giants like Dell Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>) and Hewlett-Packard Enterprise Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>) and contract manufacturers such as Quanta.
Price Action: SMCI shares were trading higher by 0.53% to $49.37 premarket at last check Wednesday.
Read Next:
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Image via Shutterstock

Tech

Media

AMZN

DELL

MSFT

NVDA

SMCI

Super Micro Accelerates European Footprint To Meet Exploding AI Needs

President Donald Trump fired back at Democrats on Wednesday over their inflation messaging, declaring on X that he &#8220;brought down costs more than any President in recorded history&#8221; and calling Democratic claims &#8220;a total LIE.&#8221;
What Happened: &#8220;I brought down costs more than any President in recorded history. The Crooked Democrats are using the opposite narrative, even though they know it is a total LIE. Remember this when you hear their phony soundbites. MAGA!!!&#8221; Trump posted on the social media platform.
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="322" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/09050122/image-97-1024x322.png" alt="" class="wp-image-977932" style="width:593px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/09050122/image-97-1024x322.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/09050122/image-97-300x94.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/09050122/image-97-768x241.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/09050122/image-97.png 1190w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
The president&#8217;s remarks come as inflation pressures mount across multiple fronts. The Personal Consumption Expenditures price index rose 2.3% year-over-year in May, while core PCE accelerated to 2.7%, exceeding Federal Reserve targets and marking the <a href="https://www.benzinga.com/markets/economic-data/25/06/46137796/inflation-is-heating-up-again-are-tariffs-to-blame">first uptick after a two-month slowdown</a>.
See Also: <a href="https://www.benzinga.com/markets/equities/25/07/46313514/warren-buffetts-quiet-dividend-play-9-high-yield-stocks-held-by-a-berkshire-subsidiary">Warren Buffett&#8217;s Quiet Dividend Play: 9 High-Yield Stocks Held By A Berkshire Subsidiary</a>
Why It Matters: Economic data shows personal income fell 0.4% month-over-month in May, the first decline since September 2021, while consumer spending contracted 0.1%. Apollo chief economist Torsten Sløk warns that a 10% d<a href="https://www.benzinga.com/markets/forex/25/07/46272823/as-us-dollar-sinks-top-economist-warns-10-slide-could-spark-new-inflation-spike">ollar depreciation could boost inflation</a> by 0.3 percentage points, with the U.S. Dollar Index already down 10.29% year-to-date.
Trump&#8217;s tariff policies face scrutiny as potential inflation drivers. However, Amazon.com Inc. CEO Andy Jassy told CNBC the company &#8220;hasn&#8217;t seen prices appreciably go up&#8221; <a href="https://www.benzinga.com/markets/economic-data/25/07/46188202/tom-lee-calls-amazon-an-early-signal-as-andy-jassy-says-no-price-hike-despite-trump-tariffs-absence-of-inflation-is-a-positive-sign">despite widespread tariff implementation</a>, citing forward buying and seller inventory strategies.
Fundstrat&#8217;s Tom Lee highlighted Amazon as a critical early inflation indicator, noting the retail giant&#8217;s massive import volume positions it to &#8220;see inflation early,&#8221; making the &#8220;absence of inflation = positive&#8221; for broader economic conditions.
Federal Reserve Chair Jerome Powell testified to Congress that tariff increases &#8220;are likely to push up prices and weigh on economic activity,&#8221; though effects could be &#8220;short-lived&#8221; or &#8220;more persistent&#8221; <a href="https://www.benzinga.com/markets/economic-data/25/06/46077396/powell-interest-rates-trump-inflation-tariffs">depending on the implementation scale</a>.
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<li><a href="https://www.benzinga.com/markets/tech/25/07/46313502/peter-navarro-slams-apple-ceo-tim-cook-over-slow-production-shift-out-of-china-despite-buying-time-since-trumps-first-term-longest-running-soap-opera-in-silicon-valley">Peter Navarro Slams Apple CEO Tim Cook Over Slow Production Shift Out Of China Despite Buying Time Since Trump&#8217;s First Term: &#8216;Longest-Running Soap Opera In Silicon Valley&#8217;</a></li>
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo Courtesy: Joey Sussman on Shutterstock.com

Politics

Trump Slams Democrats Over Inflation Narrative, Says He Cut Costs 'More Than Any President In History'

Used car prices are surging in the U.S., driven by the volatility around President Donald Trump's tariffs.
What Happened: The Manheim Index, a metric used to track used car prices in the U.S., has surged 1.6% in June from May and 6.3% year-on-year, the single largest increase since August 2022, data shared by Cox Automotive in a press release showcased on Tuesday.
"Wholesale appreciation trends have been more volatile over Q2 as tariffs really impacted new sales and supply, which impacted the used marketplace as well," Cox Automotive&#8217;s Senior Director of Economic and Industry Insights, Jeremy Robb, said.
&#8220;Retail sales continue to run a bit hotter than prior years, and off-lease supply into the market is still on a downward path, two factors which should be fairly supportive of higher values as we move onward,&#8221; Robb said in the release.
The index has caught the eye of private economists and Fed officials in recent years, especially during the pandemic, as a marker for longer bouts of inflation.
Why It Matters: The 25% auto tariffs have had a significant impact on the U.S. auto sector, with many automakers pulling their <a href="https://www.benzinga.com/news/earnings/25/05/45150325/gm-cut-its-2025-forecast-on-tariffs-but-core-business-holds-up-says-goldman-sachs">yearly guidance</a> due to the uncertainty and volatility in the market.
Recently, Japan's top trade negotiator, Ryosei Akazawa, called the 25% <a href="https://www.benzinga.com/markets/tech/25/06/46109160/japans-top-trade-negotiator-calls-trumps-25-auto-tariffs-unacceptable-amid-ongoing-talks">auto tariffs unacceptable</a> for Japanese manufacturers. "We have repeatedly explained to the U.S. that Japan&#8217;s automobile industry has made an enormous contribution to the U.S. economy," Akazawa said.
However, Trump had earlier indicated that he <a href="https://www.benzinga.com/markets/tech/25/06/45919154/trump-says-he-may-hike-auto-tariffs-again-to-boost-domestic-production-the-higher-you-go-they-build-a-plant-here">could raise the tariffs</a> once again in a bid to boost domestic production in the U.S. "The higher you go, the more likely it is they build a plant here," he had said. Trump recently also sent <a href="https://www.benzinga.com/news/politics/25/07/46263813/trump-to-send-take-it-or-leave-it-tariff-letters-to-12-countries-on-monday-report">"take it or leave it" letters</a> to 12 countries over the tariffs.
Check out more of Benzinga's Future Of Mobility coverage by<a href="https://www.benzinga.com/topic/mobility"> following this link.</a>
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Photo courtesy: Maxim Elramsisy / Shutterstock.com

Used Car Prices See Biggest Surge Since 2022 As Trump Tariffs Shake Auto Market: Report

<a href="https://www.wsj.com/business/unitedhealth-doj-medicare-billing-investigation-8d56800d" title="https://www.wsj.com/business/unitedhealth-doj-medicare-billing-investigation-8d56800d">https://www.wsj.com/business/unitedhealth-doj-medicare-billing-investigation-8d56800d</a>

Legal

The Wall Street Journal Reported, DoJ Prosecutors Question Doctors About UnitedHealth's Medicare Billing Practices

Carvana Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVNA#NYSE">CVNA</a>) has delivered a staggering 9,644% gain from its pandemic-era lows in 2022, but CNBC's Jim Cramer believes the used-car e-retailer is only just getting started.
Check out the current price of&nbsp;<a href="https://www.benzinga.com/quote/CVNA" target="_blank" rel="noreferrer noopener">CVNA stock here</a>.
What Happened: On Tuesday, Cramer reiterated his long-term bullish stance on Carvana, on CNBC&#8217;s Mad Money, citing its operational turnaround, a blowout first-quarter earnings report, and a massive market opportunity still left to capture. 
&#8220;This quarter, we sold nearly 134,000 cars and generated just shy of 500 million of adjusted EBITDA. And we did this with just 1% of the overall market,&#8221; Cramer said, quoting Carvana's latest shareholder letter.
See Also: <a href="https://www.benzinga.com/insights/news/25/07/46262741/100-invested-in-this-stock-5-years-ago-would-be-worth-this-much-today">$100 Invested In This Stock 5 Years Ago Would Be Worth This Much Today</a>
Despite its volatility and the fact that the stock has nearly doubled since April, Cramer says he remains a &#8220;true believer&#8221; in the leadership of CEO Ernie Garcia. &#8220;Carvana has built a best-in-class business model, and management is on track to deliver both strong growth and rising profitability,&#8221; he said.
Cramer says the stock went into overdrive after its <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45235162/carvana-q1-earnings-preview-amazon-of-auto-retail-looks-to-beat-estimates-for-5th-straight-quarter">first quarter results</a> on May 7, when it posted $1.51 per share in earnings, well ahead of consensus estimates at $0.73 per share. The company further delivered a record 46% growth in retail unit sales, alongside a 38% year-over-year growth in revenue.
&#8220;I mean, come on, they more than doubled what the analysts were expecting,&#8221; Cramer says, while highlighting the long-term financial goals set by the management, at 3 million units per year and an adjusted EBITDA margin of 13.5% over the next 5 to 10 years. The figures currently stand at 460,000 units and 10.1% margins.
While Cramer acknowledged near-term risks, including potential pullbacks, rising interest rates, and insider selling by Garcia, he emphasized that &#8220;insiders sell for many reasons&#8221; and dismissed those moves as noise rather than a signal.
&#8220;If you don't own it already, you do have my blessing to put on a small position here,&#8221; Cramer concluded, urging investors to be ready to buy more on weakness.
Why It Matters: The company that&#8217;s often dubbed the &#8220;Amazon of Auto Retail&#8221; has a <a href="https://www.benzinga.com/quote/CVNA/analyst-ratings">bullish consensus</a> among analysts, with a high-end price target of $440, representing an upside of 27% from current levels. 
President Donald Trump&#8217;s &#8220;Liberation Day&#8221; tariffs were seen as <a href="https://www.benzinga.com/25/05/45276870/carvana-ceo-believes-tariffs-could-benefit-used-cars-as-it-achieves-long-term-profitability-goal-years-ahead-of-schedule">a significant tailwind</a> for Carvana, with the CEO saying that they could allow the company to achieve long-term profitability years ahead of schedule.
Billionaire hedge fund manager Bill Ackman had a similar thesis, but for Hertz Global Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HTZ#NASDAQ">HTZ</a>), saying that the tariffs could lead to a <a href="https://www.benzinga.com/markets/25/04/44889381/ackman-bets-big-on-hertz-as-tariff-tailwinds-boost-fleet-value-investing-is-risky-there-are-no-guarantees-of-a-successful-outcome">surge in used-car prices</a>, increasing the value of existing inventory. The same applies to Carvana and its peers in the used-car retailing business. 
Price Action: Shares of Carvana were down 3.19% on Tuesday, trading at $345.92, and are up 0.17% after hours.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="1024" height="149" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/09044318/Screenshot-2025-07-09-at-2.12.51-PM-1024x149.png" alt="" class="wp-image-977883" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/09044318/Screenshot-2025-07-09-at-2.12.51-PM-1024x149.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/09044318/Screenshot-2025-07-09-at-2.12.51-PM-300x44.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/09044318/Screenshot-2025-07-09-at-2.12.51-PM-768x112.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/09044318/Screenshot-2025-07-09-at-2.12.51-PM.png 1528w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
According to Benzinga&#8217;s Edge Stock Rankings, Carvana shares are ranked high on Momentum and Growth, and have a favorable price trend in the short, medium and long terms. Click <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">here</a> for deeper insights into the stock, its peers and competitors.
<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"> 
<div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="Jim Cramer takes Carvana for a test drive" width="500" height="281" src="https://www.youtube.com/embed/2aQePei_Ius?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div>
</figure>
Read More: 
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<li><a href="https://www.benzinga.com/markets/tech/25/07/46270052/as-trumps-big-beautiful-bill-is-signed-into-law-these-evs-from-tesla-gm-and-ford-will-become-more-expensive">As Trump&#8217;s &#8216;Big, Beautiful Bill&#8217; Is Signed Into Law, These EVs From Tesla, GM And Ford Will Become More Expensive: Report</a></li>
</ul>
Photo courtesy: katz / Shutterstock.com

Long Ideas

Trading Ideas

CVNA

After a 9,644% Rally, This Used Car Stock Still Has Room to Run — 'Just 1% of the Market So Far,' Says Jim Cramer

<a href="https://www.ft.com/content/bf1c2253-15b3-426a-975d-15ddca1d84a5" title="https://www.ft.com/content/bf1c2253-15b3-426a-975d-15ddca1d84a5">https://www.ft.com/content/bf1c2253-15b3-426a-975d-15ddca1d84a5</a>

VRNA

Financial Times Reported Earlier, Merck Near Deal To Acquire Veron For ~$107 Per American Depository Share

Press Releases

FTAI Infrastructure Inc. Announces Timing of Second Quarter 2024 Earnings and Conference Call

Earnings

FTAI Infrastructure Inc. Reports Second Quarter 2024 Results, Declares Dividend of $0.03 per Share of Common Stock

FTAI Infrastructure Inc. Announces Timing of Third Quarter 2024 Earnings and Conference Call

Dividends

FTAI Infrastructure Inc. Reports Third Quarter 2024 Results, Declares Dividend of $0.03 per Share of Common Stock

FTAI Infrastructure Inc. Announces Timing of Fourth Quarter and Full Year 2024 Earnings and Conference Call

FTAI Infrastructure Inc. Reports Fourth Quarter and Full Year 2024 Results, Declares Dividend of $0.03 per Share of Common Stock

FTAI Infrastructure Inc. Announces Timing of First Quarter 2025 Earnings and Conference Call

FTAI Infrastructure Inc. Reports First Quarter 2025 Results, Declares Dividend of $0.03 per Share of Common Stock

Long Ridge Energy LLC Announces Timing of First Quarter 2025 Earnings Conference Call

ArcBest

Avis Budget Gr

Grab Holdings Limited - Class A Ordinary Shares

Grab Holdings

Heartland Express

Hertz Global Holdings, Inc - Common Stock

Hertz Global Holdings

J.B. Hunt Transport Services, Inc. - Common Stock

JB Hunt Transport Servs

Knight-Swift Transportation Holdings Inc.

Knight-Swift

Landstar System

Lyft

Marten Transport

Norfolk Southern Corporation Common Stock

Norfolk Southern

Old Dominion Freight Line, Inc. - Common Stock

Old Dominion Freight Line

Ryder System

Saia

Schneider National

Uber Technologies

U-Haul Holding

U-Haul Holding Company Series N Non-Voting Common Stock

Universal Logistics Holdings, Inc. - Common Stock

Universal Logistics Hldgs

Union Pacific

Werner Enterprises

Full Truck Alliance Co. Ltd. American Depositary Shares (each representing 20 Class A Ordinary Shares)

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