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9/1
08:46
TNR Gold Corp is asking shareholders to vote for its slate of board nominees, including John Davies and Kirill Klip, to counter a campaign by dissident shareholder Jon Christian Evensen to replace the entire board. The company criticized Evensen for using a pseudonym on social media platform X and for not offering a strategic plan, capital allocation framework, or governance roadmap. TNR highlighted its total shareholder returns of 775% over five years. The annual meeting is scheduled for September 22, 2026.
08:41
The UK's National Crime Agency (NCA) froze over 10 million pounds ($13.5 million) of cash held by the Premier League. The freeze order, obtained in January 2025, is understood to relate to the first payment from a $140 million sponsorship deal with crypto firm Sorare, which was terminated last season. Law enforcement confirmed no wrongdoing by the Premier League itself, stating the purpose is to prevent dissipation of funds while investigating potential links to alleged third-party criminality. The Premier League sought a court hearing on Monday to vary the terms of the freezing order.
08:41
Oracle's job cuts are part of a broader reduction pattern, with its headcount shrinking by 21,000 (13%) in the fiscal year ending May 31, to approximately 141,000. The company attributed part of this to AI adoption and financial strain from its AI data center buildout, which drove fiscal 2026 capital expenditure to $55.7 billion, resulting in a $23.7 billion cash outflow. To cover costs, Oracle raised $43 billion in debt and $5 billion from stock sales. Microsoft's PIP initiative affects about 2% of its India workforce and is part of a worldwide program. Oracle's stock rose about 5% on the news of the layoffs.
08:30
Silver December futures opened at $67.28 per ounce on Tuesday, September 1, up 0.4% from Monday's close, but later slid to $65.37 by 8:08 a.m. ET. This decline comes as expectations for a rate increase later this month grow, fueled by Fed Chair Kevin Warsh's recent comments on controlling prices and escalating Middle East tensions that have pushed oil prices higher.
08:30
The analysis highlights Hewlett Packard Enterprise (HPE) as a suitable choice for retirement portfolios due to its 1.1% dividend yield, a target of $3.5 billion in fiscal 2026 free cash flow, and a pledge to return 75% of FCF to shareholders. HPE shares have surged 131% over the past year. In contrast, Snowflake (SNOW) is positioned as a growth stock, with no dividend, a -26% operating margin, and a 55.6 price-to-book ratio. Snowflake has gained 39% over the past year. Both companies are scheduled to report earnings on September 2.
08:29
The iShares Mortgage Real Estate ETF (REM) offers a 9% yield but has seen a 9% price loss over five years, with its net asset value shrinking due to its focus on levered mortgage spreads rather than physical buildings. The analysis suggests investors consider equity net-lease REITs like Realty Income (O), VICI Properties (VICI), and W. P. Carey (WPC), which have delivered positive price returns over the same period, offering better durability and income growth backed by actual real estate and contractual rent escalators.
08:26
Saylor retweeted a post stating that the MSCI Index appears to be “marching to the beat of its own drum,” running counter to U.S. policy priorities and going beyond established securities laws and accounting frameworks.
08:19
The fund stated in its Q2 2026 investor letter that Equitable Holdings (EQH) exhibited inconsistent earnings quality, mixed capital flows, and persistent pressure in its individual life insurance and retirement businesses, leading to a decline in its confidence in the company's ability to consistently deliver stable performance.
08:19
While Microsoft, Amazon, and Alphabet have invested tens of billions of dollars in AI startups like OpenAI and Anthropic, Tesla's AI investments are comparatively limited, with only a single $2 billion investment in Elon… (fulltext truncated).
08:19
Gore Street Energy Storage Fund's board is implementing a "disciplined and timely value realization" strategy, which includes asset disposals, project value enhancement, and an annual dividend of 7 pence per share. The target is to dispose of £25 million in assets this year and £75 million next year. The board acknowledges that battery energy storage revenues have fallen from £22-23 per MWh a few years ago to £7.50-8 per MWh, but anticipates that improving market conditions will help narrow the discount between the share price and net asset value (NAV).
08:17
The proposal by President Trump to rename Lake Ontario has led to complications for major tech companies. Google Maps now displays different names for the lake depending on the user's country. Meanwhile, a Trump administration official stated that the president has "directly" contacted Apple regarding making these changes to their mapping services.
08:14
AI giant Anthropic has agreed to purchase $35 billion worth of computing power from NVIDIA-backed AI cloud company Lambda, the Wall Street Journal reported late Monday. Part of this computing power will run through Hut 8's Beacon Point campus in Nueces County, Texas, which is leased by NVIDIA. Lambda will use NVIDIA chips there, and Anthropic will purchase the resulting computing power. Hut 8 previously disclosed two 15-year leases for this campus, involving 704 megawatts of IT capacity, with a total contract value of $19.6 billion, more than 260 times its latest quarterly revenue.
08:13
Sasol (NYSE:SSL) reported stronger financial and operating performance for fiscal 2026, with adjusted EBITDA increasing 17% to ZAR 61 billion and free cash flow totaling ZAR 11.9 billion. The company's net debt declined 11% to $3.3 billion, reaching its lowest level in a decade and falling below its fiscal 2026 target of less than $3.7 billion. Capital expenditure also decreased 18% to ZAR 21 billion.

Sasol is targeting a further reduction in net debt to below $3 billion between fiscal 2027 and fiscal 2028, a threshold linked to the resumption of dividends. Southern African operations improved, with Secunda production reaching a five-year high, while International Chemicals faces continued oversupply and weak demand despite higher earnings.
08:12
Lynx Equity has added NVIDIA to its list of favorite stocks, citing NVIDIA's $3.5 billion investment in MediaTek's convertible debt as a key factor. The firm anticipates this partnership will expand across data centers, AI devices, and automotive systems, potentially securing critical memory and flash supply for NVIDIA. Lynx Equity expects NVIDIA's momentum to persist into 2027, while rivals Broadcom (AVGO), Qualcomm (QCOM), and AMD (AMD) may encounter supply constraints.
08:10
Ethena Pay is a self-custodial money app built on Avalanche, allowing users to hold Ethena's USDe as a dollar balance. It offers payment services, free USD, EUR, and GBP bank transfers, and rewards across three membership tiers. Standard users can earn 5% APY on balances up to $5,000, while Pro and VIP users can earn 6% on balances up to $15,000 and $50,000 respectively. The Ethena Pay Card provides cashback of 4% to 5% in AVAX tokens, with Pro and VIP users also receiving up to 10% cashback at selected brands. The beta app is available on iOS and Android, rolling out in stages across 48 countries, excluding the U.S. and EU initially.
08:10
Lotte Group received approval from the Korea Fair Trade Commission on Tuesday to sell its 61.2% controlling stake in Lotte Rental to private equity firm TPG for 1.31 trillion Korean won (approximately $953 million). Lotte Group stated that it will use the proceeds from this transaction to strengthen the financial position of its hotel division and to fund renovations and growth of high-end brands. The transaction is expected to be completed in October.
08:09
The US government awarded a lucrative contract to a crypto analytics firm without putting it up for competitive bidding. This decision has sparked a legal fight and opened a new avenue for criticism over the Trump administration’s tendency toward no-bid deals.
08:09
Groww Asset Management Company (AMC) has completed its Rs5.8bn ($64.2m) investment agreement with State Street Investment Management after receiving regulatory clearances. As part of the arrangement, State Street will own a 4.85% voting stake and a 23% economic interest in Groww AMC. The deal, initially disclosed in January 2026, enhances State Street's exposure to India's growing asset management sector and supports Groww AMC's expansion of its mutual fund operations.
08:08
According to a Yahoo Finance analysis, the Vanguard Small-Cap Value ETF (VBR) is highly sensitive to the Federal Reserve's interest rate decisions. The market is currently pricing in a 57% chance of a rate hike at the Fed's upcoming meeting, with the federal funds rate potentially rising by at least 50 basis points over the next year. Small-cap companies, particularly value stocks, rely more on floating-rate bank credit lines and term loans, making them more vulnerable to rising interest rates compared to larger companies or broader market indices like the S&P 500.
08:03
Scott Rubner, Citadel Securities' Chief Equity and Derivatives Strategist, noted in his latest report that as September begins, the tailwinds from the US stock earnings season have largely dissipated. Historically, both retail and corporate buyback demand significantly weaken in September, and the room for systemic funds to rebuild has substantially narrowed. Meanwhile, the macroeconomic event calendar is becoming dense again, and seasonal patterns indicate September is the weakest month of the year. Rubner explicitly suggested that this is his first inclination to "sell rallies and buy protection" rather than chase gains since his adjustment in July. He characterized September as a "tactical downside window" and anticipates that after this window, the market may present more constructive positioning opportunities around mid-October.

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