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8/27
10:31
The move expands the offerings of Schwab Crypto, which launched in May with direct access to Bitcoin (BTC) and Ethereum (ETH) trading, charging 75 basis points per transaction.
10:30
Google said the mobile industry is facing "significant hardware supply constraints," affecting device memory availability, especially posing challenges for low-cost devices. The company has launched new tools that will alert developers when apps exceed new thresholds, prompting them to optimize. Developers need to meet these memory and code optimization requirements by February 2027. Additionally, all Play Store apps must meet "zero-touch login" requirements for device migration by April 2027.
10:29
StoneCo's credit revenues jumped 153% to BRL 348.5 million, with retail deposits climbing 22.3% to BRL 10.8 billion. However, the cost of risk rose to 21.5% from 20.2% a year earlier. Brazil's benchmark Selic rate holding near 14% (higher than StoneCo's original plan) put over BRL 300 million pressure on 2026 results. Adjusted net income fell 2.6% to BRL 582.7 million, and adjusted gross margin slipped to 43.6% from 44.6%. The company's full-year adjusted gross profit guidance of BRL 6.6 billion to BRL 7.0 billion is now tracking toward the lower end.
10:27
Berkshire Hathaway became a net buyer of stocks in Q2 2026, the first time after 14 consecutive quarters as a net seller. The company bought approximately $23.5 billion in stocks and sold $3.7 billion during the quarter, with cash reserves decreasing from $397 billion to approximately $365 billion. This move by Abel was one of his largest investments in Q2. Berkshire now holds 57.3 million shares of Delta Air Lines, valued at $5.4 billion, accounting for 1.8% of its investment portfolio and making it its 13th largest holding.
10:27
IES (NASDAQ:IESC) announced plans to acquire structural steel fabricator DBM Global for approximately $650 million, its largest acquisition to date, expected to close around December 31, 2026. The company highlighted that data centers are driving its growth, with operating income for the first nine months of fiscal 2026 reaching $389 million, a 39% year-over-year increase.
10:27
Materialise (Nasdaq: MTLS) raised its full-year adjusted EBIT guidance from €10 million-€12 million to €12 million-€14 million, while maintaining its revenue guidance of €273 million-€283 million. The company's second-quarter revenue grew over 8% to €70.1 million, and adjusted EBITDA increased by nearly 16% to €9.6 million. The medical segment was the primary growth driver, with revenue increasing by over 12% and medical device revenue growing by 19%.
10:23
The London Company stated in its Q2 2026 investor letter that Credit Acceptance Corporation (NASDAQ:CACC) outperformed due to signs of improving credit performance and easing concerns about subprime borrowers from lower fuel prices. The investment management company believes CACC's investment thesis remains on track as fundamentals strengthen. CACC closed at $593.64 per share on August 26, 2026, with shares gaining 8.39% over the past month and 18.09% in the last 52 weeks.
10:22
According to 13D Activist Fund's Q2 2026 investor letter, activist investor Elliott Investment Management has built a multi-billion dollar position in Synopsys (Nasdaq:SNPS), a provider of design IP solutions for the semiconductor and electronics industries. Elliott believes that despite its strong strategic position, Synopsys is undervalued relative to its peer Cadence Design Systems, noting that Synopsys has underperformed Cadence over the past 1, 3, and 5 years, and currently trades at a P/E ratio of 28.1x compared to Cadence's 35.5x. Synopsys acquired Ansys, a leading simulation software company, for approximately $35 billion in July 2025, and currently has a market capitalization of $78.51 billion.
10:16
Dune Oil Corp (CSE:DUNE) announced the appointment of Scott Lower, previously president, as its new Chief Executive Officer. Jordan Coleman was named Chief Operating Officer, and Neil Maedel joined the board of directors. Additionally, the company has scheduled its 2026 annual general meeting for November 16, where shareholders will vote on board composition, director elections, auditor appointments, and the Long-Term Equity Incentive Plan.
10:16
Simon White points out that while France's budget crisis is escalating and its sovereign bond spreads are widening, the US's fiscal fundamentals are actually more fragile. Data shows that the US government debt-to-GDP ratio is 122% and its fiscal deficit-to-GDP ratio is 5.6%, both higher than France's 113% and 5.1%. Furthermore, the US's annual interest expenditure has already exceeded $1 trillion. He believes that if the US fails to advance fiscal consolidation in a timely manner, the dollar's reserve currency status and the "safe-haven" attribute of US Treasuries could face greater challenges.
10:15
Investors are piling into bullish options tied to Brazilian stocks, getting ready for a potential rally ahead amid signs the upcoming presidential race will be tighter than expected.
10:11
Truist maintained its Buy rating on Mid-America Apartment Communities (MAA) but trimmed its price target to $142 from $146 due to softening Sun Belt job growth. RBC Capital also raised its price target on Design Therapeutics (DSGN) to $14 from $13 ahead of key pipeline data expected in the second half of 2026.
10:05
Palo Alto Networks CEO Nikesh Arora stated that new-generation cloud service providers (neoclouds) will lose pricing power once GPU supply catches up with demand, but he listed Nebius Group (NBIS) as an "enduring neoscaler." Nebius has secured over $40 billion in contracted revenue with Microsoft and Meta Platforms, achieving $3 billion in annualized recurring revenue (ARR) and a 50% adjusted EBITDA margin. The company recently completed a $5.75 billion convertible bond financing to fund data center expansion, GPU procurement, and the development of its AI cloud platform.
10:05
Bloom Energy's stock has surged 321% over the past year, currently trading at $207 per share, with its valuation significantly exceeding historical levels, according to analysis. The company's diluted EPS for Q1 and Q2 2026 are projected at $0.23 and $0.62, respectively, with revenue expected to reach $3.9 billion to $4.2 billion in 2026. Given its high valuation, the article suggests investors consider buying the Global X Hydrogen ETF (HYDR), which currently trades at $43 per share with $103 million in AUM, and holds Bloom Energy as its largest position at 13.4%.
10:00
The roughly 90-person team, tasked with evaluating AI models for chemical, biological, radiological, and nuclear hazards and examining user behavior, is set to complete the transition at the beginning of September. Some employees have raised concerns that the reassignment will limit their independence and reduce access to researchers developing Google's Gemini models. Google stated this is part of broader organizational changes to integrate DeepMind more tightly with the rest of the company.
10:00
Farrell, Fundstrat Head of Digital Asset Strategy, believes Wall Street is valuing Figure like a traditional lender rather than a blockchain-powered capital-markets marketplace. He notes Figure is transitioning from loan origination to a marketplace model, with EBITDA margins reaching 55% and trading at roughly 11 times estimated 2027 EBITDA.
09:56
Single family offices held 37% of their portfolios in stocks in the second quarter, up from 34% in Q1. This surge is the largest in several years, signaling continued bullishness on the AI trade and equities. Concurrently, their holdings in private companies, real estate, private equity, venture capital, and private credit dropped by 3 percentage points, with cash piles also drawn down by less than 1 percentage point. While market fluctuations, including a 15% rise in the S&P 500, contributed to the stock gains, family offices are also actively allowing stock allocations to grow, suggesting a long-term bullish tilt. The data, powered by Addepar, aggregates and anonymizes the actual portfolios of hundreds of family offices, representing over $1.4 trillion in assets.

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