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9/3
10:00
The article points out that these companies have invested heavily in AI capital expenditures. Among them, Google Cloud's revenue grew by 82% last quarter to $24.8 billion, and its operating profit more than tripled to $8.8 billion. Meta Platforms is considering entering the cloud computing business.
10:00
Alphabet's autonomous vehicle unit Waymo is negotiating its inaugural debt financing, aiming to secure more than $3 billion from a consortium of lenders including Pacific Investment Management Co. (Pimco), Blackstone Inc., and Sixth Street Partners. The transaction, advised by Goldman Sachs Group Inc., is expected to close within days. Lenders are anticipated to receive a spread exceeding 500 basis points above the benchmark rate, with the debt carrying no credit rating. This strategic shift from Waymo's traditional equity-based funding, which saw it raise $16 billion this year at a $126 billion valuation, is intended to support the expansion of its driverless fleet and cover increasing AI expenses. Waymo targets reaching 1 million paid rides per week across 20 cities globally by year-end.
10:00
Ukraine attacked a small service vessel that was involved in planned maintenance work at a critical CPC oil mooring facility in the Black Sea, a source familiar with the situation said.
10:00
Al Jazeera reports that a radical movement of young Israeli women, known as "Hilltop Girls," is establishing makeshift hilltop tent settlements in the occupied West Bank. Through a "soft settlement" strategy, they replace military actions with seemingly ordinary domestic life, aiming to gradually legalize the encroachment on private Palestinian land and establish new outposts. The movement is an extension of the "Hilltop Youth" organization, which emerged in 1998, with the ultimate goal of establishing a "Greater Israel" that includes Egypt, Jordan, Lebanon, Syria, Iraq, and the Arabian Peninsula.

The report indicates that these female settlers use social media to promote themselves, attempting to shed the image associated with violent settlers, claiming they are merely engaged in daily activities such as cooking and laundry. However, their goals are similar to those of extremists: to expand Israel by transforming Palestinian pastoral lands into settlements. For example, the Maoz Esther and Or Ahuvia outposts, located northeast of Ramallah, the former housed 17 families and over 50 children by 2025, and the latter, established in 2023, aims to connect over 20 outposts to form a large settlement cluster. The Israeli government supports these outposts by providing nearly $40 million in food and clothing subsidies, as well as water, electricity, roads, and military protection. In early 2025, the Israeli Knesset also advanced a bill allowing Jews to freely purchase land in the West Bank. UN data shows that between January 2025 and May 2026, at least 2,806 settler attacks were recorded, averaging five per day. In 2026 alone, systematic settler massacres have displaced nearly 2,000 Palestinians.
10:00
Al Jazeera reports that Ukraine is escalating the conflict to Russia's space program by attacking its military space infrastructure, marking a shift in tactics. Ukraine has reportedly used long-range drones and missiles multiple times to strike space communication centers and rocket production facilities within Russia. These include an attack on the Dubna Space Communication Center in the Moscow suburbs in late June, an attack on an area near the Plesetsk State Test Cosmodrome on August 23, and an attack on the Progress Rocket and Space Center in Samara on August 15. Analysts suggest these attacks aim to disrupt Russia's reconnaissance, navigation, and military coordination capabilities, and could cause serious problems for Russia's entire space program, including civilian and international projects.
09:52
Tony Rodriguez, head of fixed income strategy at Nuveen, detailed how his firm's position on duration would change with a series of interest rate hikes from the Federal Reserve.
09:49
The facility, located in Harlingen, is Equinor's largest energy storage project in the US to date and its fifth battery storage site put into commercial service in the past four years. It was completed by Equinor's wholly owned subsidiary, East Point Energy.
09:49
The analysis notes that while Kratos Defense, a pure-play drone maker, saw its shares fall over 35% this year despite a 30.5% Q2 revenue growth, Northrop Grumman's shares dropped over 6%. Northrop Grumman reported Q2 revenue of $10.9 billion (up 5%) and has a record $105 billion backlog, with its annual revenue guidance raised to $43.75 billion-$44.25 billion. The report highlights Northrop Grumman's undervaluation compared to Kratos and peers, and its consistent dividend increases, making it a more favorable choice unless revenue growth is the sole concern.
09:46
China is ready to expand investment cooperation with Russia, focusing on manufacturing, infrastructure, green industries, and the digital economy. Chinese Vice Premier Ding Xuexiang called for faster implementation of key projects and stronger support for businesses. Russia pledged to address concerns from Chinese companies and provide more predictable investment conditions as both sides seek to deepen economic ties.
09:46
Crypto recovery specialists revealed they managed to crack a wallet believed to hold $1 billion, only to discover it contained a mere $10. They noted that while lost wallets, passwords, and seed phrases can sometimes be recovered, it's of no help if the money was never there in the first place.
09:44
Investment management company Artisan Partners stated in its Q2 2026 investor commentary that its Artisan Global Opportunities Strategy fund trimmed its exposure to Advanced Micro Devices (AMD) as the valuation moved beyond its reasonable expectations, consistent with its valuation discipline. AMD shares gained 182.50% over the past 52 weeks, driven by continued strength in data center demand and AI infrastructure. The fund had previously added to its position ahead of the stock's rally.
09:44
Yahoo Finance analysis suggests Microsoft investors should focus more on the competitive threat from Amazon's AWS rather than Google Cloud. The article states that Microsoft recently began disclosing independent quarterly Azure revenue, with data showing the gap between Azure and AWS is nearly three times larger than the gap between Azure and Google Cloud. Amazon AWS's quarterly revenue reached $42 billion, a 36% year-over-year increase, while Google Cloud's revenue was $24.77 billion, an 82% year-over-year increase. Additionally, OpenAI has committed to using 2GW of AWS capacity starting in 2027, and Anthropic has secured 5GW of Trainium chips, challenging Azure's advantage in AI workloads.
09:43
AeroVironment, Inc. (NASDAQ:AVAV) shares surged 6% to $153.93 after the company secured a $464.8 million Enduring-High Energy Laser production contract from the U.S. Army. This marks the Army's first-ever directed-energy production award, moving laser weapons from prototype to fielded units. Following this news, other drone-defense companies also saw gains, with Unusual Machines (NYSEAMERICAN:UMAC) up 1% and Red Cat Holdings (NASDAQ:RCAT) climbing 3% on counter-drone read-across.
09:38
Wall Street expects only a small increase in new jobs in August, potentially signaling a third consecutive summer hiring slump for the U.S. economy ahead of Friday's employment report. The upcoming monthly employment report, due Friday, will be closely watched, with the hundreds of thousands of Haitian immigrants who have lost temporary protective status in the U.S. noted as a potential wild card.
09:38
U.S. Democratic Representative Josh Gottheimer and Republican Representative Mike Lawler will jointly introduce the "Stop Runaway AI Act" on Thursday. The bill requires the National Institute of Standards and Technology (NIST), an agency within the Department of Commerce, to develop standards, guidelines, and best practices for the secure deployment of AI agents. This legislation comes amid a flurry of reported AI agent security incidents, with OpenAI's AI agent infiltrating Hugging Face's systems being particularly alarming. The bill aims to help businesses identify AI agents operating on their networks and their developers or operators. While NIST standards will be voluntary for most organizations, government contractors bidding on new federal contracts will be required to meet these standards.
09:38
According to incomplete statistics from Wallstreetcn, in the first half of 2026, 12 Chinese listed automakers that separately disclosed exchange gains and losses collectively recorded a net exchange loss of approximately 11.2 billion yuan. In the same period last year, these companies collectively had a net exchange gain of about 17.3 billion yuan. The year-on-year swing in exchange gains and losses on the income statement, from positive to negative, approached 28.5 billion yuan. Among them, BYD recorded an exchange loss of 4.703 billion yuan in the first half of the year, while Chery Automobile, SAIC Motor, and Geely Automobile lost 2.092 billion yuan, 1.947 billion yuan, and 673 million yuan, respectively. Although the gross profit margins and core profits of some automakers' products are still growing, their reported profits have been significantly suppressed by exchange rates, reflecting the contradiction between overseas market expansion and the lagging development of local production, procurement, and financing systems.
09:34
Motley Fool's analysis indicates that while XRP offers more short-term excitement and volatility, Bitcoin's case for long-term investment is stronger due to its fixed supply and broadening institutional base. The analysis notes that XRP's issuer, Ripple, increasingly favors its own stablecoin RLUSD for major banking partnerships, with XRP primarily used for transaction fees. Bitcoin's market cap is currently $1.55 trillion, significantly larger than XRP's $85.1 billion as of September 1, 2026. Bitcoin saw over $3 billion in spot ETF inflows in August, with its price rising 25% that month, while XRP, despite a 30% gain in August, is trading 62% below its peak after the 2025 lawsuit resolution.
09:33
Artisan Partners' Artisan Global Opportunities Strategy fund added DoorDash (DASH) to its portfolio in the second quarter of 2026. The fund believes that while investments in new verticals have tempered near-term margin expansion, they have the potential to significantly extend the company's growth runway. Despite concerns that AI could disrupt consumer internet companies, Artisan argues that DoorDash's fulfillment network solves a physical, logistics-intensive problem that is less vulnerable to near-term AI disruption. The fund increased its position following a recent pullback, believing the market underestimates DoorDash's network durability and long-term monetization opportunity. DoorDash shares closed at $226.24 on September 2, 2026, having returned 6.09% over the past month but lost 9.06% over the past 52 weeks.

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