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9/2
08:14
Cayla Seder, Macro Multi-Asset Strategist at State Street, discussed her concerns about higher government bond yields and looked ahead to the September Federal Open Market Committee (FOMC) meeting decision on Bloomberg.
08:13
Apple shares have become investors' safety trade of choice, with their 30-day correlation to the Nasdaq-100 Index reaching a low of negative 0.86 on Thursday and currently at -0.82. In the past month, Apple shares are up 7% versus a 1% gain for the Nasdaq-100, and options traders show strong bullish positioning.
08:11
Edelson PC filed 30 new lawsuits against OpenAI in a California court this Tuesday, accusing the company of responsibility for the mass shooting in Tumbler Ridge, Canada, on February 10. These new lawsuits escalate the accusations for the first time to "aiding and abetting" a mass shooting, rather than merely "negligence in failing to prevent" as in previous claims. The lawsuits also name OpenAI's Chief Global Affairs Officer, Chris Lehane, for the first time, alleging he instructed employees not to contact law enforcement. However, OpenAI denies its involvement, and the plaintiffs have not yet provided direct evidence.
08:09
Following the oil agreement between the United States and Venezuela, analysts generally believe that due to the difficulties in crude oil extraction and refining in Venezuela, and U.S. refineries already operating near their capacity limits, the agreement is unlikely to lower U.S. fuel prices in the short term or replace oil supplies disrupted by a blockage in the Strait of Hormuz.

Since Donald Trump announced this "largest oil deal in world history" on August 28, U.S. crude oil prices have risen instead of falling. On Thursday morning, WTI crude futures rose 0.7% to $90.83 per barrel, and Brent crude rose 1.1% to $95.68 per barrel, primarily due to escalating geopolitical risks and supply disruptions in the Strait of Hormuz. Analysts point out that Venezuela's oil production bottlenecks and aging infrastructure mean that a significant increase in output would take several years.
08:08
Former President Donald Trump lauded Nvidia for its record $96.2 billion quarterly revenue, which included an $89 billion contribution from its data center business, up 117% year-over-year. He also praised Micron's commitment of over $250 billion for manufacturing and R&D across the U.S., alongside a planned $10 billion investment in new research labs over the next decade. Trump attributed these developments to his administration's policies, stating they are strengthening the U.S. economy.
08:08
Yahoo Finance analysis suggests Cardano (ADA) at $0.20 is risky despite a 94% drop from its peak, citing DeFi underperformance and lack of spot ETFs. The article notes ADA has fallen 41% year-to-date in 2026, ranking 36th in TVL, and its founder Charles Hoskinson warned in June of potential ecosystem failures.
08:07
According to The Motley Fool's analysis, the Invesco KBW Bank ETF (KBWB) offers a higher dividend yield (1.9% vs 1.4%) and a better 1-year return compared to the iShares U.S. Financials ETF (IYF). KBWB focuses on 26 banking stocks, resulting in a more concentrated portfolio and higher historical volatility, while IYF provides broader exposure to 141 financial sector holdings, including insurance and investment firms, leading to lower volatility and maximum drawdown over five years. KBWB also has a slightly lower expense ratio (0.35% vs 0.38%).
08:07
When asked at a press conference whether Moscow would strike British military facilities, Russian President Vladimir Putin replied, "That's a secret. A military secret." The BBC analyzed that this move was intended to keep Britain guessing and under pressure regarding Russia's true intentions. Putin also warned Western countries that if they "try to drag us into the food chain and devour us," Russia "might get a beating." Previously, Germany stated that Russia was responsible for last month's drone attack on Leipzig Airport, while Putin accused Germany of "framing" Russia.
08:06
The Dutch central bank has moved 86 tons of gold from North America to London to enhance liquidity and crisis preparedness. This move increases the Netherlands' gold reserves held in London to 32%, as the Bank of England's standard gold bars are considered easier to trade during market stress. The transfer does not alter the Netherlands' total reserve of 612.4 tons, with approximately 31% still stored domestically and the remaining 37% split between New York and Ottawa.
08:04
The country’s next generation of tycoons looks very different to what came before.
08:02
Oppenheimer raised its price target for SpaceX to $280 from $250, maintaining an Outperform rating. Analyst Tim Horan cited SpaceX’s vertically integrated AI platform, access to data, capital, and Nvidia GPUs, alongside rapid infrastructure expansion. He highlighted strong progress from Grok and Cursor, with AI usage exceeding expectations. Oppenheimer also raised long-term revenue estimates, anticipating stronger AI compute pricing and significant returns from next-generation Nvidia Rubin chips.
08:01
Bank of America's (BofA) latest calculations indicate that systematic strategies currently have only about $9 billion in buying capacity remaining in an upward-trending market, and would net sell approximately $1 billion if the market remains flat. However, should the market decline, selling from Commodity Trading Advisors (CTAs) and volatility control strategies could reach as high as $163 billion. Furthermore, as corporate buyback blackout periods rapidly expand in September, machine-driven buyback demand will significantly shrink, further weakening market support.
07:58
Torsten Slok, chief economist at Apollo Global Management, believes the US fiscal situation has little to do with upward pressure on US yields. He notes there are fewer worries about US policy making in the US than in Japan and Germany.
07:56
The ministry reports that the total number of people killed in the Gaza Strip since the October 10 ceasefire was declared has exceeded 1,300, including 301 children. Hamas and Israel had agreed to halt the war after accepting US President Donald Trump's peace plan. The Israel Defense Forces (IDF) disputes these figures, stating there is "no basis to assume" all listed deaths resulted from IDF activity, and that it operates precisely to mitigate civilian harm.
07:51
Banner Corporation has closed its acquisition of Pacific Financial Corporation for approximately $177 million. Under the merger terms, Pacific Financial shareholders received 0.2633 Banner common shares for each Pacific Financial common share, implying a value of $17.44 per share. Pacific Financial, which reported total assets of $1.26 billion as of June 30, 2026, and operated 15 Bank of the Pacific branches, will see its operations move under the Banner name with systems integration planned for November.
07:51
Wealth Enhancement has acquired the investment advisory business of Dickerson Jackson & Associates, a hybrid registered investment advisor based in Glen Allen, Virginia. The acquired business consists of a four-person team and manages over $376 million in client assets.
07:47
Paris-listed Euronext company Capital B (ALCPB) disclosed on Wednesday that it has raised €7.6 million (approximately $8.8 million) from Bitcoin developer and investor Adam Back to increase its Bitcoin holdings. The company plans to use these funds to purchase up to 376 Bitcoins, bringing its total holdings to 3,521 Bitcoins (approximately $269.5 million). This would make Capital B the second-largest Bitcoin holder among European public companies, trailing only Germany's Bitcoin Group SE. This funding is part of a total €21 million investment, which also includes strategic investor TOBAM.
07:47
Bitcoin opened at $77,395.89, down 1.5% from Tuesday's opening price, while Ethereum opened at $2,417.66, down 2.0%. Prices continued to fall this morning following a new round of U.S. airstrikes against Iranian targets and Iran's retaliation, escalating the conflict. The renewed fighting has also driven up oil prices, fueling inflation concerns ahead of a critical Federal Reserve meeting later this month.
07:46
U.S. Treasury Secretary Scott Bessent stated in a Fox News interview that he is in full dialogue with all parties supporting Iran.
07:45
According to Yahoo Finance, NVIDIA has long been the most held stock by retail investors on the Robinhood platform. Recently, Elon Musk's Space Exploration Technologies (SpaceX) has surged to the seventh position on Robinhood's retail holdings list as a company with a trillion-dollar valuation. Analysis suggests that SpaceX's rise may be attributed to the market's sustained enthusiasm for artificial intelligence (AI), with the company having secured GPU leasing agreements with Anthropic and Google parent company Alphabet, generating monthly revenues of $1.25 billion and $920 million, respectively. However, the article also notes that SpaceX is not yet profitable, and its accelerated and phased insider stock unlock plan could be disadvantageous for retail investors.
07:40
In the small modular reactor (SMR) sector, Ontario Power Generation (OPG) in Canada has begun construction of the first GE Vernova Hitachi SMR at the Darlington Nuclear Generating Station in 2025. The first 300 MW reactor for this project is expected to be completed by the end of 2029 and is planned to commence commercial operation by the end of 2030, with an estimated cost of approximately $5.5 billion. If successful, this would be the first commercially operational SMR in the Western world.
07:40
The U.S. Department of Energy (DOE) is actively promoting nuclear energy development, aiming to add 2.5 gigawatts (GW) of nuclear capacity by 2027 and 5 GW by 2029 through reactor upgrades, restarts, and extending the lifespan of existing power plants. To achieve this, the DOE has provided a $1.52 billion loan to Holtec for the restart of the 800-megawatt Palisades nuclear power plant in Michigan. Concurrently, Constellation Energy has received a $1 billion federal loan to restart the 835-megawatt Crane Clean Energy Center in Pennsylvania. Furthermore, the DOE has allocated $2.7 billion to expand domestic uranium enrichment capabilities, ensuring nuclear fuel supply.

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