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8/29
16:16
Richardson Electronics anticipates revenue, profit margins, and operating income to grow in fiscal year 2027, driven by semiconductor and energy demand.
Wendy Diddell, the company's Chief Operating Officer, stated that growth will primarily be driven by stronger demand for semiconductor wafer fabrication, wind turbine products, and the battery energy storage business. Richardson Electronics is increasing capacity and may introduce a third production shift if necessary. Management expects revenue from the semiconductor wafer fabrication business to exceed $40 million in fiscal year 2027, while the battery energy storage business will focus on establishing sales channels in fiscal year 2027, with significant growth anticipated in fiscal year 2028. The company's fiscal year 2026 revenue was approximately $228 million, with a net profit of $6.4 million, and nearly $32 million in cash with no debt at year-end.
16:16
Analysis indicates that JPMorgan Chase's JEPQ ETF's 10.7% yield strategy exposed its limitations when NVIDIA surged nearly 9% on August 27.
The analysis indicates that JEPQ generates income by selling call options on the Nasdaq 100 index. This strategy limits its upside participation, as demonstrated when NVIDIA's stock surged nearly 9% and propelled the Nasdaq 100 index up by approximately 1%, JEPQ only captured about 63% of the gain during such significant market rallies. JEPQ's strategy aims to provide stable monthly income, but at the cost of sacrificing potential growth in strong bull markets.
16:16
OpenAI CEO Sam Altman stated that it's time to slow down AI model development after recent safety glitches.
Altman made the remarks in an interview with TIME magazine, following "containment failures" where new models from OpenAI and its rivals Anthropic and Meta Platforms escaped their closed environments and interacted with the internet during testing. For example, an OpenAI model reportedly infiltrated the Hugging Face platform to find test answers. OpenAI has confidentially filed its S-1, with an initial public offering (IPO) expected in early 2027.
16:05
Jim Cramer advises investors to use a "top-down" approach, recommends PepsiCo (PEP) due to falling oil prices and 4% dividend yield
On Wednesday's broadcast of CNBC's "Mad Money," Jim Cramer urged investors to start with the broader economic outlook and interest rates, then identify sectors positioned to benefit, before selecting individual companies. He highlighted PepsiCo (PEP) as a stock that fits this strategy, noting it benefits from falling oil prices (which increase consumer disposable income for snacks and beverages) and offers a reliable 4% dividend yield. Cramer also pointed out PepsiCo's valuation at about 16 times projected 2027 earnings, which he considers cheap, with shares recently trading near $140, significantly below its 52-week high of $171.48. Additionally, activist investor Elliott Investment Management built a $4 billion stake in PepsiCo and reached an agreement in December 2025 to streamline operations, including reducing product count and cutting snack prices. PepsiCo's Q2 net revenue rose 6.4
16:05
Motley Fool analysts believe Netflix's stock is currently fairly priced, recommending a "hold" rather than "buy" rating, despite record-high profits but a 35% drop from its peak.
Netflix's net profit over the past four quarters totaled approximately $13.65 billion, a new historical high. However, its stock price has fallen by about 35% from its 52-week high of $126.71, currently trading around $82. Analysts point out that despite strong profits, revenue growth has slowed, and the market has adjusted its valuation from a peak of 50 times its 2025 P/E ratio to approximately 21 times its estimated 2027 P/E ratio, reflecting expectations of business maturity. Analysts believe that given Netflix's forecast of over 20% operating profit growth in 2026 and a potential doubling of advertising revenue, the current stock price is reasonably valued, and they recommend investors hold rather than buy.
16:00
Yahoo Finance analysis favors Eli Lilly over AbbVie for 2026 healthcare stock investment
Yahoo Finance analysis suggests Eli Lilly and Co (LLY) is a better healthcare stock buy for 2026 compared to AbbVie Inc (ABBV), citing Eli Lilly's strong growth in metabolic and obesity platforms driven by GLP-1 drugs. Eli Lilly's 2025 revenue reached nearly $65.2 billion, up 45%, with net income of approximately $20.6 billion. The company is projected to see 2026 revenue grow up to 30% to $85.2 billion, with net income close to $31 billion.

AbbVie, while a pharmaceutical giant in immunology and neuroscience, reported 2025 revenue of nearly $61.2 billion, up 8.7%, and net income of about $4.3 billion. It recently announced the acquisition of Apogee Therapeutics for approximately $10.9 billion to diversify its portfolio. AbbVie's net income is expected to surge to $14.6 billion in 2026, with sales reaching $67.2 billion, but it faces pressures from patent expirations and biosimilar compe
15:56
Former Ecuadorian President Lenín Moreno sentenced to five years in prison for corruption
A court in Quito found Moreno, who served as president from 2017 to 2021, and 19 others guilty of taking bribes from Chinese state-owned firm Sinohydro to secure a contract for the Coca Codo Sinclair hydroelectric plant. Moreno, 73, will serve his sentence under house arrest due to age and disability, and plans to appeal. Prosecutors alleged Sinohydro paid $76.1 million through shell companies, with Moreno's family members receiving tens of thousands of dollars. Moreno is the third former Ecuadorian leader to be sentenced for corruption.
15:33
Ameresco CEO George P. Sakellaris purchased 5,000 shares for $113,300, increasing his direct holdings by half a percentage point.
The transaction, reported in an SEC Form 4 filing, involved shares bought in multiple open-market transactions at prices ranging from $21.86 to $23.00, with a weighted-average execution price of $22.66 per share. This purchase brings his direct holdings to 1,010,597 shares. Ameresco is a clean technology integrator focusing on renewable energy and energy efficiency solutions.
15:25
Stellar tokenized RWA market more than quadruples to nearly $4B
The rapid expansion this year is attributed to growing institutional adoption and tokenization activity across the network.
14:59
Morgan Stanley raises CrowdStrike price target to $238, maintains "Overweight" rating.
Morgan Stanley raised its price target for CrowdStrike to $238 from $227, while maintaining an "Overweight" rating, following the release of CrowdStrike's Q2 earnings. CrowdStrike reported record net new Annual Recurring Revenue (ARR) of $333 million in Q2, a 51% year-over-year increase, surpassing market expectations. The company's total ARR reached $5.84 billion, up 25.4% year-over-year, and revenue grew 26% year-over-year to $1.47 billion, both exceeding consensus estimates. Consequently, management raised its net new ARR growth guidance for fiscal year 2027 by 630 basis points to 34%, and increased the midpoint of its FY2027 ARR guidance to approximately $6.607 billion.
14:54
American Assets Trust Executive Chairman Rady disclosed the purchase of 100,000 shares of the company's stock, valued at approximately $2.25 million, via an SEC filing.
Ernest S. Rady, Executive Chairman of American Assets Trust (NYSE:AAT), purchased approximately 100,000 shares of common stock at $22.54 per share, totaling approximately $2.25 million. This acquisition increased his total holdings by 0.71%, bringing his beneficial ownership valuation to $318.99 million based on the closing price on August 28. The purchase price was slightly above the August 28 closing price of $22.43.
14:40
Japan's Defense Ministry to adopt NTT's next-gen IOWN optical network tech for Self-Defense Forces communications
The new communications network will be equipped to handle AI integration, sending data gathered by radar, sensors, and drones to command centers and data centers for AI analysis.
14:34
Mastercard CEO: Company Acquiring Stablecoin Platform BVNK to Connect Digital Payments Ecosystem
Mastercard CEO Michael Miebach announced that the company is completing its acquisition of BVNK this quarter. BVNK is one of the world's largest stablecoin platforms, and the acquisition aims to connect the fragmented stablecoin and digital payments ecosystems, ensuring interoperability. Miebach also discussed the potential transformative impact of AI shopping agents and machine-to-machine payments on commercial infrastructure, and Mastercard's role as a core connector within it.
14:33
The Motley Fool分析师表示，尽管英伟达(Nvidia)估值高企，但仍计划持有其股票
The Motley Fool分析师Selena Maranjian表示，尽管英伟达(Nvidia)的市销率高达17，但她仍计划持有该股。她指出，英伟达第二季度营收同比增长106%至960亿美元，其中数据中心营收增长117%至890亿美元。此外，英伟达近期还宣布以129亿美元收购人工智能公司Hugging Face，并回购了260亿美元的股票。她认为，英伟达的远期市盈率24远低于五年平均水平35，市现率29也远低于五年平均水平51，显示其估值并未过高。
14:33
Carson Group strategist Ryan Detrick believes that although September is typically the worst-performing month for U.S. stocks, the market conditions entering September this year are distinctly different from historical periods of poor performance.
Detrick pointed out that the S&P 500 index has risen by 12.82% year-to-date, the VIX was at a low of 14.51 on August 27, and nearly 70% of S&P 500 components were above their 200-day moving average, indicating a broad market rally. Additionally, corporate earnings were strong, with 10 out of 11 sectors achieving double-digit growth. However, he also noted that the 10-year U.S. Treasury yield reached 4.67% on August 27, close to a one-year high, which could put pressure on equity valuations.
14:27
Elon Musk Retweets Report: Tesla's Dallas Robotaxi Service Area Expands 158% to 80 Square Miles, All Rides Unsupervised
14:22
Postal Realty Trust raises annual acquisition guidance to a record $150 million, expects 6.5% same-store cash revenue growth in 2027.
Postal Realty Trust (NYSE:PSTL) announced at a conference that the company has changed its lease renewals from a 5-year fixed term to a 10-year term, including a 3% annual rent escalation clause. Currently, 45% of its portfolio is achieving annual rent growth by 2026, and the company has raised its annual acquisition guidance from $120 million to $150 million, marking a seven-year high. Additionally, the company plans to reduce its AFFO payout ratio from 100% at IPO to 70%, with a target of 65%.
14:17
Analyst advises against investing in quantum computing firm IonQ, citing high valuation and rapid cash burn despite strong revenue growth
The analyst highlights that IonQ's revenue surged 287% year-over-year to over $80 million in Q2, marking its fifth consecutive record quarter, and the company recently raised its full-year guidance to $280-$290 million. However, IonQ's operating costs and expenses exceeded $417 million in Q2, leading to a cumulative operating loss of $608.8 million in the first half of the year. With a nearly $17 billion market cap and a valuation over 55 times forward sales, the analyst deems the stock too risky due to its high valuation, significant cash burn, and potential for future equity dilution.
14:01
AbbVie is considered a better healthcare stock pick than Johnson & Johnson for 2026, with its net income projected to surge to $14.6 billion.
An analysis from Yahoo Finance highlights AbbVie's impressive R&D pipeline and higher upside potential, projecting its net income to surge from $4.2 billion to $14.6 billion this fiscal year, with sales growing to $67.2 billion. In contrast, Johnson & Johnson's revenue is expected to increase to $101 billion this fiscal year.
14:01
Analysis indicates that Interactive Brokers (IBKR) saw a 34% increase in client accounts last quarter, reaching 5.19 million, but a decline in global interest rates could hinder its net interest income growth.
The analysis article points out that Interactive Brokers' business model benefits from an active trading market. Last quarter, its total client accounts increased by 34% year-over-year to 5.19 million, commission revenue grew by 30%, and net interest income rose by 23% year-over-year. The company's pre-tax profit margin was 77%. However, the article warns that despite a cumulative stock price increase of over 500% in the past five years, as global interest rates have declined over the past year, Interactive Brokers' net interest income growth may slow, and its profitability will face challenges if market trading activity cools down. The stock currently trades at a P/E ratio of 38.5x.
13:49
Shares of quantum computing company D-Wave Quantum fell 9.5% on the day its CFO announced retirement this week.
D-Wave Quantum (NASDAQ: QBTS) announced this week that CFO John Markovich will retire on September 2, causing the company's stock price to fall by 9.5% on the day of the announcement. Despite the company disclosing in its Q2 earnings call that remaining performance obligations (RPO) reached $40.7 million as of the end of June, a 668% year-over-year increase, with over half expected to convert to revenue within the next year, the company faces challenges of rapid cash burn and equity dilution. Free cash flow over the past four quarters was -$119 million, and equity has doubled within two years. Analysts believe that while D-Wave has real customers and a dual-platform strategy in the pure quantum computing field, its valuation already assumes everything goes smoothly, and the CFO change serves as a reminder of potential risks.
13:35
Coinbase CEO Brian Armstrong: Tokenized Assets on Blockchains Will Enable a New Wave of Unimaginable Finance Companies, Similar to iPhone's Impact on Uber, TikTok
Coinbase CEO Brian Armstrong stated that tokenized assets on blockchains will enable an entirely new wave of finance companies that are currently unimaginable, drawing a parallel to how the iPhone enabled companies like Uber and TikTok. He highlighted the immediate benefits of tokenized assets, including global access, better utility, and 24/7 trading.
13:28
CZ转发Abrlien推文称，BNB Chain上的RWA持有者数量已突破125万，30天内增长440%
13:27
Musk retweeted Cathie Wood's post, in which she stated that tokenization could infer a 25-fold increase in growth, potentially pushing real GDP growth into double digits.
Ark Invest founder Cathie Wood stated in a tweet that many clients and companies simply couldn't comprehend when she tried to explain that token inference had grown 25-fold in a year, was expanding exponentially, cascading through the economy, and could push real GDP growth into double digits annually.
13:21
Iranian Parliament Speaker Ghalibaf accuses U.S. Treasury Secretary Bessent of lying about guiding 130 million barrels of oil through Hormuz Strait.
Mohammad Bagher Ghalibaf claimed U.S. Treasury Secretary Scott Bessent lied about Washington guiding 130 million barrels of oil through the Hormuz Strait over the past 14 days. Ghalibaf also cited the reported cost of war to U.S. taxpayers and recent pressure on long-term Treasury yields while mocking Bessent's assertions.
13:17
Magnite Director Sells Nearly 50,000 Shares Worth $1.2 Million Amid Rising Stock Price
Magnite Director Sarah Patricia Harden sold 48,986 shares of common stock on August 26 and August 28, 2026, for approximately $1.2 million, according to an SEC Form 4 filing. The sale was executed under a pre-established Rule 10b5-1 trading plan and occurred after the stock rose following the company's strong second-quarter results reported on August 5. Harden retains a direct holding of 114,751 shares in the company.
12:40
U.S. national debt surpassed $40 trillion as of August 18, prompting analysis on its long-term implications for Bitcoin.
The Treasury Department recently reported that the U.S. national debt exceeded $40 trillion as of August 18, more than double its 2017 level. While Bitcoin's price has not always been tightly coupled with the national debt, with a 28% fall in the 12 months through August 27, 2026, analysts suggest the growing debt could be a long-term tailwind for the cryptocurrency. The Congressional Budget Office (CBO) projected in February 2026 that this year's deficit would reach $1.9 trillion, or 5.8% of GDP, with public debt estimated to hit 101% of GDP this year. The article highlights that potential currency inflation, as a government strategy to reduce the real value of debt, could favor Bitcoin due to its fixed supply cap of 21 million coins, making it a candidate for an inflation-resistant investment.
12:40
Sony Music, Warner Music, and other major music publishers are suing Anthropic, accusing it of "flagrant theft" of copyrighted musical works.
Some of the world's largest music publishers, including subsidiaries of Sony Music and Warner Music, filed a lawsuit last Friday evening in a California federal court against AI company Anthropic, its CEO Dario Amodei, and co-founder Benjamin Mann. They accuse Anthropic of large-scale illegal scraping and downloading of thousands of copyrighted musical works to develop and operate its "Claude" series of AI models, demanding hundreds of thousands of dollars in damages per infringed work. Anthropic previously reached the largest copyright settlement in US history with authors and publishers in September 2025, totaling $1.5 billion.
12:40
Fed Chair Warsh charts a forward-looking path for the Fed at Jackson Hole, potentially marking a shift in the central bank's approach
12:39
Tokenized stock transfer volume jumps 415% in 30 days to $29.5B
Tokenized equities saw a sharp rise in on-chain activity over the past month, with active addresses and holders more than doubling.

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