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9/3
14:23
Israel releases Lebanese civilian Malek Ghazi, pledges to free five more prisoners
Israel has released a Lebanese civilian, identified as Malek Ghazi, and pledged to free five more prisoners, marking the first such handover since the latest Israel-Hezbollah war erupted six months ago.
14:11
OpenAI claims its latest AI model 'Astra' has overtaken Anthropic, could be considered 'artificial general intelligence'
14:04
UnitedHealth (UNH) shares have risen about 41% to $400 since March, but its commercial business profit margins are not expected to fully recover until after 2027, according to analysis.
UnitedHealth (UNH) shares have risen approximately 41% since early March, currently trading at around $400 per share, indicating that the market has priced in the company's recovery. However, its Medicare business profit margins are expected to exceed 3% by the end of 2026, but Medicare Advantage membership will decrease by approximately 1.1 million. Meanwhile, medical cost trends in the commercial business are running higher than management's previous expectation of 11% with no signs of abatement, impacted by increased provider coding intensity and the "No Surprises Act" arbitration process, which is projected to result in at least 100 basis points of total cost drag by 2026. Management anticipates that commercial business margins will not fully recover until after 2027, while the company's overall operating margin has averaged 7.1% over the past three years and is currently at 4.8%. In mid-July, the company raised its 2026 adjusted earnings per share guidance to $19.50-$20.00.
14:03
Options trading volume for retail darlings like Robinhood and Tesla has surged, with bullish bets at least double bearish ones.
Option traders are heavily betting on retail trading darlings such as Robinhood Markets, Palantir Technologies, Tesla, and SpaceX, in what is traditionally the stock market's worst-performing month. The call-to-put option ratios for these stocks are at least 2:1, indicating a clear bullish sentiment. Among them, Robinhood and Tesla lead in option trading volume, with Tesla's surge also linked to the Cybercab launch event tonight in Austin.
14:02
Japanese shipping company Mitsui O.S.K. Lines' CFO stated that the "de facto closure" of the Strait of Hormuz has driven up freight rates, leading to increased company profits.
14:01
Hugging Face attack is a wake-up call about the risks of AI
The Financial Times reports that agents involved in the hack exhibited alarming behaviours, including suppressing ethical qualms.
14:00
Oracle is up 6.77% today, now trading at $155.610.
13:59
Cone Denim Plans to Exit China Denim Manufacturing by Year-End 2026, Citing Challenging Economic and Geopolitical Conditions
Cone Denim announced plans on Thursday to end its manufacturing operations in China by year-end 2026, aiming to strengthen its focus on its established platform in Mexico. The company cited challenging economic, market, and geopolitical conditions, as well as changing global trade dynamics and cost pressures, as factors affecting the competitiveness and long-term sustainability of its Chinese operations.
13:58
Yahoo Finance Analysis: Bloom Energy Raises Full-Year Revenue Guidance to $3.9 Billion - $4.2 Billion, Analysts Expect Continued Outperformance Against Wall Street Estimates
Bloom Energy (NYSE: BE), a manufacturer of power-generating fuel cells, reported a 165.5% year-over-year increase in Q2 revenue to $1 billion. The company has raised its full-year revenue guidance from $3.4-$3.8 billion in April to $3.9-$4.2 billion. Yahoo Finance analysis suggests that despite economic headwinds, capital investment in artificial intelligence (AI) infrastructure remains strong. Bloom Energy's fuel cells are seeing robust market demand as a viable power option for AI data centers. Last month, the company expanded its supply agreement with AI server manufacturer MiTAC Computing Technology, and in April, it announced an expansion of its partnership with Oracle from 1.2 gigawatts to 2.8 gigawatts. Analysts anticipate that Bloom Energy's performance may continue to exceed Wall Street expectations.
13:55
Star Citadel energy trader Chris Foster to step down from Ken Griffin’s hedge fund after making billions of dollars trading natural gas in Europe amid market tumult.
13:46
Trump calls media 'treasonous scum' over reports of low Iran war munitions, asserting military production is at 'levels never seen before'
Trump made the comments in a post on his Truth Social account, pushing back on reports detailing dangerously low munitions stockpiles as the US-Israel war with Iran stretches into its seventh month. He claimed the military has “far more than we could ever use.”
13:46
Canadian Prime Minister Carney says Canada is ready for a mutually beneficial trade deal with the US
Canadian Prime Minister Mark Carney stated on Thursday that his government is prepared to sign a trade deal with the United States that benefits both countries, emphasizing the need for stability and credibility in any agreement. His comments follow the collapse of trade negotiations last month, after which the US imposed 50% tariffs on $20 billion worth of Canadian goods, with Ottawa's retaliatory tariffs set to take effect next week. The US has also threatened 50% tariffs on all Canadian cars and car parts from January 1. Carney dismissed recent remarks by US Commerce Secretary Howard Lutnick and Treasury Secretary Scott Bessent, who attributed Canada's withdrawal from a deal to domestic politics, stating that appointed US cabinet members are not experts on Canadian politics. He suggested a recent softening in the US approach could encourage further discussions. Shortly after Carney sp
13:44
Jim Cramer Explains Why He Isn't Ready to Buy Marvell (MRVL) Stock Yet
During the September 1 episode of Mad Money, Jim Cramer stated that despite Marvell Technology's (MRVL) strong quarter, he is not yet ready to recommend buying the stock. He cited management's indication that the big financial payoff from its partnership with Google might not arrive until 2029, and he prefers to wait for more clarity from the company's upcoming analyst meeting in early October before making a decision.
13:43
Brent crude oil surpassed $97 per barrel on Thursday, and the average price of diesel reached a new high of $5.78 per gallon since 2022.
International benchmark Brent crude rose for a fourth consecutive trading day on Thursday, breaking above $97 per barrel during the session, with a cumulative gain of over 7% this week. The average price of diesel in the United States reached $5.78 per gallon, a new high since 2022; the average price of gasoline also rose to $4.14 per gallon. The surge in oil prices is mainly due to disruptions in shipping through the Strait of Hormuz and Russia's suspension of diesel exports until October. ING analysts estimate that global diesel supply has been reduced by approximately 20% as a result. Federal Reserve Governor Christopher Waller stated that he expects upcoming inflation data to be manageable and that energy prices have not yet transmitted to other goods and services.
13:43
Yahoo Finance Analysis: PepsiCo (PEP) Stock Price Expected to Reach $175 by 2027, a Roughly 24% Increase from Current $141
Yahoo Finance analysts point out that PepsiCo stock is currently trading at 16 times its 2027 estimated earnings, significantly below its historical average of 23 times, providing a core bullish argument for a revaluation to $175. Analysts believe that even with cautious management guidance, PepsiCo has exceeded earnings expectations for four consecutive quarters, with strong international business growth and improving North American operations. Furthermore, the company has raised its annual dividend for the 54th consecutive time to $5.92 and authorized a $10 billion share repurchase program, both of which will support total returns.
13:38
Motley Fool Analysis: Joby Aviation Is a Better Buy Than Archer Aviation
Motley Fool analyst Leo Sun wrote that Joby Aviation (JOBY) is a better buy than Archer Aviation (ACHR) in the electric vertical takeoff and landing (eVTOL) market. The analysis suggests that Joby is ahead in the FAA certification process, its S4 aircraft outperforms Archer's Midnight, and Joby's vertically integrated "transportation-as-a-service" business model offers stronger pricing power than Archer's OEM model. Despite Archer's lower 2028 sales multiple, the analyst believes Joby is the stronger eVTOL manufacturer.
13:35
Jim Cramer is Bullish on Palo Alto (PANW) After Strong Q4 Earnings, Despite Stock Dip
Jim Cramer stated on the September 1 episode of "Mad Money" that he is bullish on Palo Alto Networks (PANW), citing that AI is creating additional cybersecurity demand. The company reported strong fiscal fourth-quarter 2026 results, with revenue up 34% year-over-year to $3.41 billion, beating estimates of $3.35 billion, and adjusted earnings of $1.02 per share, exceeding expectations of $0.98. Next-Generation Security ARR rose 63% to $9.10 billion. However, shares fell approximately 9.3% on September 2, as investors focused on a projected slowdown in NGS ARR growth to 22%-23% for fiscal 2027, from the reported 63% in Q4.
13:35
Treasury Secretary Bessent praises Chevron's $7B Venezuela oil expansion deal, aiming to double production to 600,000 BPD within five years to ease gas prices
U.S. Treasury Secretary Scott Bessent lauded Chevron's plan to invest over $7 billion with Venezuelan joint-venture partners to double local oil production to 600,000 barrels per day (BPD) within five years, stating it "is going to push down oil prices, push up production." The announcement on September 2 follows an August 31 agreement between Venezuelan interim authorities and North American Blue Energy Partners (NABEP), part of the Trump administration's broader effort to open Venezuela to foreign investment. However, analysts caution that any relief at the pump is likely to be long-term due to infrastructure limitations and political uncertainties, with Venezuela's National Assembly yet to approve the deal.
13:34
Jim Cramer Calls CrowdStrike (CRWD) a Cybersecurity "Heavyweight" as Company Raises Long-Term ARR Target
On September 1st's "Mad Money" show, Jim Cramer stated that CrowdStrike is a "heavyweight" in cybersecurity, noting that the company is focusing on "AI security everywhere" at its Fal.Con conference in Las Vegas. He emphasized that the rise of AI makes cybersecurity more critical than ever, as hackers can now utilize powerful AI agents.

CrowdStrike's revenue for Q2 FY2027 increased by 26% year-over-year to $1.47 billion, with Annual Recurring Revenue (ARR) growing by 25% to $5.84 billion. Net new ARR reached a record $332.8 million, up 51% year-over-year, prompting management to raise its mid-point guidance for FY2027 net new ARR growth to 34%.

In an investor briefing on September 2nd, the company raised its long-term outlook, accelerating its $10 billion ARR target by one year to be achieved within FY2030, and its $20 billion target also by one year to be achieved within FY2035. CrowdStrike stated that it has currently achieved approximately 30% of its $20 billion target.
13:33
Amber International Holding Ltd's Q2 revenue increased by 39% quarter-on-quarter, with gross profit margin rising to 79.5%. The company also announced a strategic transformation into an AI agent technology company.
Amber International Holding Ltd (AMBR) announced its Q2 2026 financial results, with revenue increasing by 39% quarter-over-quarter, primarily driven by AI agent-related income. Gross margin expanded to 79.5%. The company announced a strategic transformation from a digital wealth management firm to a technology company focused on building specialized AI agents for high-risk use cases, and has withdrawn its previous financial guidance. The company achieved profitability in Q2, with operating expenses of approximately $10 million. Additionally, Michael Wu has resigned from Amber Group to focus on AMBR's AI agent strategy. The company's $50 million share repurchase program is ongoing, with approximately $44.2 million remaining authorized as of June 30.
13:33
Duluth Holdings Inc. (DLTH) reported Q2 2026 operational gross margin improved by nearly 500 basis points and received $16.3 million in tariff refunds, contributing $0.44 to diluted EPS.
The company also reduced clearance inventory by 43% and total inventory by 15.5% year-over-year, while achieving five consecutive quarters of net income margin and free cash flow gains. Duluth Holdings anticipates Q3 sales will be tempered by lapping prior year's high-volume, low-margin clearance events, projecting sales performance between -2% and +2% for the second half of the fiscal year.
13:33
Crypto Treasury Stocks Rally as Bitcoin Fund Jumps 5%: Strategy Surges 14%, Bitmine Climbs 12%
13:33
Brady Corp. Q4 2026 organic growth hits 8.4%, expands market to $14B via acquisition, forecasts $0.80 EPS accretion from IPS segment
Brady Corporation's Q4 2026 earnings call summary highlighted an 8.4% organic growth in its core business, with full-year fiscal 2026 organic sales growth at 1.2%. The company is repositioning as an industrial technology firm following the acquisition of Honeywell's PSS business, which secures the number 2 market position in the Automatic Identification and Data Capture (AIDC) sector, expanding the addressable market to $14 billion. Adjusted gross profit margin expanded by 110 basis points. For fiscal 2027, the company expects approximately $1.15 billion in revenue from the acquired IPS segment and projects $0.80 of EPS accretion from the acquisition in the first year. Asia performance was notably strong with 20.3% organic growth. The company aims to reduce net leverage to below 2 times within two years post-acquisition.
13:29
WSJ Opinion: Interest Rate Adjustments Insufficient, U.S. Must Restore Gold-Backed Dollar to Fix Inflation
13:21
Bybit Pay integrates with Mesh to expand crypto payments
The integration lets Bybit users spend digital assets directly from their exchange balances across Mesh-powered platforms.
13:16
BitMEX co-founder Ben Delo contributed 75% of Reform UK’s donations in Q2 2026
The UK political party and its leader, Nigel Farage, have accepted contributions from figures tied to the crypto industry, raising questions about potential influence on policies.
13:15
94 million USDC (approximately $94 million) minted on-chain.
13:12
US major stock indexes rose over 1% during the trading session, with the Nasdaq Composite up 1.35%. The 10-year US Treasury yield fell 5 basis points to 4.75%. The Federal Reserve's Waller hinted at a pause in interest rate hikes.
At midday Eastern Time on September 3, the Nasdaq Composite Index rose 1.35% to 26,572 points, the Dow Jones Industrial Average rose 1.20% to 53,699 points, and the S&P 500 Index rose 1.01% to 7,744 points. Meanwhile, the 10-year US Treasury yield fell 5 basis points to 4.75%, and gold rose 2.34% to $4,489.99.

Federal Reserve Governor Waller stated that he prefers to keep interest rates unchanged unless there is a significant surprise in inflation. His stance appears to contrast with Federal Reserve Chairman Warsh's emphasis on reducing persistent inflation, which eased some pressure on US Treasuries. In terms of individual stocks, NVIDIA rose on news of its acquisition of AI platform Hugging Face, Snowflake surged over 20% after reporting better-than-expected earnings, while Broadcom's stock fell despite exceeding earnings expectations.
13:06
Goldman Sachs' Bordlemay Expects 'Ping-Pong' Volatility in US Stocks Despite Higher Indexes
Katherine Bordlemay, co-head of client portfolio management at Goldman Sachs Asset Management, anticipates a continued "ping-pong of volatility" in US stocks, even as major indexes gradually climb. She attributes equities' resilience against rising US Treasury yields to stronger corporate earnings.
13:06
Bloomberg: US officials have expressed dissatisfaction to Germany, citing the Bundesbank President's criticism of US intervention in the yen and the German Finance Minister's tough stance on Russia.
U.S. officials have expressed dissatisfaction with the German government through multiple channels, Bloomberg reported on September 3, citing sources. Reasons include Bundesbank President Nagel's public criticism of uncoordinated U.S. forex operations involving euro sales to support the yen, and German Finance Minister Klingbeil's tough stance on Russia against the U.S. The report added that U.S. Treasury Secretary Scott Bessent was also displeased with Klingbeil's refusal to be photographed with the Russian Finance Minister and their confrontation at the meeting. Furthermore, Germany criticized the U.S. Treasury Department's restrictions on journalists attending G20 meetings.

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