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9/4
11:13
KNOT Offshore Partners Q2 revenue was $96.8 million, declared a dividend of $0.075 per common share, and acquired the shuttle tanker Hedda Knutsen for $113 million on September 1.
KNOT Offshore Partners announced Q2 2026 revenue of $96.8 million, operating income of $15.6 million, and net income of $3.4 million. The company declared a dividend of $0.075 per common share, an increase from $0.05 in the previous quarter. Additionally, on September 1, the company acquired the shuttle tanker Hedda Knutsen for $113 million. The vessel is chartered to Petrobras until 2034. The company also secured a $225 million five-year senior secured term loan facility through DNB Bank, significantly reducing borrowing costs.
11:13
Aptera co-CEO Steve Fambro explains solar EV startup's plan to bet on China for lower costs and faster production, despite tariffs and policy uncertainty.
11:12
Morgan Stanley cracks down on X users sharing its research, filing copyright complaints against at least 16 posts and temporarily locking a prominent strategist’s account.
11:12
Warren Buffett Warns Gen Z About 'Casino-Like' Investing Behavior
Warren Buffett warned Gen Z investors about "casino-like" behavior in markets, stating in a recent annual shareholder letter that markets now exhibit far more such behavior than in his youth. Finance professor Robert R. Johnson attributed this to information proliferation from the internet and a financial industry geared towards encouraging speculation over investing, citing meme stocks and cryptocurrencies as examples of assets where many "investors" lack fundamental basis for decisions.
11:12
Adobe (ADBE) shares drop 7% after naming Anil Chakravarthy as CEO, sparking AI strategy doubts; Workday (WDAY) falls 4% in sympathy
11:10
Japan's MS&AD Insurance Group considers entering the European reinsurance brokerage market.
MS&AD Insurance Group Holdings is reportedly considering expanding its business into the European reinsurance brokerage sector, seeking growth drivers outside Japan, Nikkei reported. John Fitzgerald, CEO of MS Transverse, its U.S. subsidiary, disclosed this information to Nikkei.
11:10
The Japanese government announced a $1.37 billion subsidy to shipbuilders, including Imabari Shipbuilding, aiming to double production capacity within ten years.
The Japanese government has announced 213.1 billion yen (approximately $1.37 billion) in aid over the next decade as the first round of capital expenditure support for its shipbuilding industry revitalization plan, aiming to double the industry's capacity by 2035. The plan will support companies such as Imabari Shipbuilding in their capital expenditures, including the construction of new cranes and hull section facilities.
11:10
Japan plans AI-powered satellites to speed counterstrike decisions, Nikkei reports
11:08
Under new CEO John Ternus, Apple Inc. is set to launch its largest wave of new products in history, with foldable iPhones, touchscreen MacBooks, and smart glasses expected to debut in the coming years.
Wall Street News reports that Apple, under the leadership of its new CEO John Ternus, is preparing to launch its largest wave of new products in history. Starting with next week's event on September 9, and continuing into 2026, 2027, and beyond, Apple plans to introduce a series of products with entirely new form factors and venture into several unprecedented product categories. These include a foldable iPhone priced over $2,000, MacBooks equipped with touch displays and OLED panels, AirPods with built-in cameras for AI functionalities, as well as its first smart glasses and a desktop smart home hub robot with robotic arms.
11:07
Samsung Electronics and Arm have officially launched a custom chip project for on-device AI, planning mass production using a 2-nanometer process, with OpenAI potentially becoming a key client.
11:07
Meridian Contrarian Fund Cuts California Resources Corp. (CRC) Position in Q2 2026, Anticipating Downturn Due to Easing Middle East Tensions and Resumed Oil Supply
Meridian Contrarian Fund, in its Q2 2026 investor letter, stated it reduced its position in California Resources Corporation (CRC) due to optimism for a resolution in the Middle East and partial resumption of oil supply through the Strait of Hormuz, which led to the stock's underperformance. The fund, however, remains a holder, focusing on CRC's value creation opportunities beyond oil production.
11:07
Yahoo Finance Analysis: Intuitive Surgical and Novo Nordisk Shares Seen as "Strong Buy" Opportunities After Dip
Analysis indicates that medical device company Intuitive Surgical has fallen 34% year-to-date, but its latest da Vinci 5 surgical system is expected to expand market share and boost profits through new features. Pharmaceutical giant Novo Nordisk's stock price has dropped 8% this year; despite facing competition in the GLP-1 weight-loss drug market, its deep R&D pipeline, including candidate drugs like amycretin and UBT251, is expected to help it regain market leadership.
11:06
Meridian Contrarian Fund Highlights PDF Solutions (PDFS) as Key Contributor in Q2 2026 Investor Letter; PDFS Shares Up 126.82% Over Past 52 Weeks
Meridian Contrarian Fund, managed by ArrowMark Partners, stated in its second-quarter 2026 investor letter that PDF Solutions, Inc. (NASDAQ:PDFS), a data analytics company serving the semiconductor industry, was a leading contributor. The fund noted PDFS's business model transformation around 2019, leveraging AI to convert consulting expertise into scalable software products, which improved its long-term economics. Despite a recent cyclical downturn, the fund invested based on its view that PDFS's yield improvement tools will become increasingly valuable as semiconductor complexity and development costs rise. PDF Solutions shares closed at $43.46 on September 3, 2026, having declined 7.31% over the past month but gained 126.82% over the past 52 weeks, with a market capitalization of $1.89 billion. The fund trimmed its position into strength but remains invested due to a positive long-ter
11:03
Federal Reserve Board announces termination of enforcement actions with United Texas Bank, Quontic Bank Acquisition Corp., and Quontic Bank Holdings Corp.
The Federal Reserve Board announced on Friday the termination of enforcement actions against United Texas Bank, Quontic Bank Acquisition Corp., and Quontic Bank Holdings Corp. The actions, which included a Cease and Desist Order for United Texas Bank and a Written Agreement for the Quontic Bank entities, were officially terminated on September 2, 2026.
11:02
Meridian Contrarian Fund highlights CEVA (CEVA) as a compelling recovery candidate, citing its neural processing portfolio and Wi-Fi upgrade cycle as key growth drivers
Meridian Contrarian Fund, managed by ArrowMark Partners, stated in its Q2 2026 investor letter that CEVA, Inc. (NASDAQ:CEVA) is an intellectual property licensing company specializing in signal processing cores and software algorithms. The fund views CEVA as a compelling recovery candidate, noting its growing penetration in neural processing for edge AI and robotics markets, a pending Wi-Fi upgrade cycle, and a significant new smartphone customer. The fund reduced its position into strength but remains constructive on CEVA's growth prospects. CEVA's shares declined 31.63% over the past month but are up 16.32% over the past year, closing at $26.44 on September 3, 2026.
11:02
Meridian Contrarian Fund Reduced Its Position in CACI International Inc (CACI) in Q2 2026 Due to Concerns Over U.S. Defense Spending
Meridian Contrarian Fund, managed by ArrowMark Partners, stated in its second-quarter 2026 investor letter that it reduced its position in CACI International Inc (NYSE:CACI). The fund cited concerns over the U.S. Government's ability to fund defense spending as the reason for the share price reduction that drove their decision. CACI International Inc provides IT consulting and mission-critical technology primarily to the U.S. Government and its agencies.
11:02
Meridian Contrarian Fund highlights BlackBerry (BB) in its Q2 2026 investor letter, citing QNX as an underappreciated asset with compelling growth potential
Meridian Contrarian Fund, managed by ArrowMark Partners, stated in its Q2 2026 investor letter that BlackBerry Limited (NYSE:BB) is a leader in embedded software, with its flagship QNX product having broad adoption across the automotive, industrial, and medical device industries. The fund believes QNX is a significantly underappreciated asset with compelling growth potential tied to the rising software complexity of modern vehicles and connected devices, as well as secular tailwinds in physical AI and robotics. BlackBerry shares have risen 98.45% over the past year, closing at $7.70 on September 3, 2026.
11:01
UiPath shares fell 14% as its Q3 revenue guidance, indicating an 8% growth slowdown, overshadowed better-than-expected Q2 revenue.
UiPath (NYSE:PATH) shares fell 14% to $15.69 on Friday. The company's second-quarter revenue was $410.3 million, exceeding market expectations of $397.9 million, representing a year-over-year increase of 13.4%; adjusted earnings per share were $0.15, meeting expectations. However, its third-quarter revenue guidance is approximately $443 million, implying a year-over-year growth of only 8%, about half the growth rate of the second quarter. Company management attributed the slowdown in growth to customers delaying purchasing decisions amidst uncertainty in the AI market, similar to what peer Pegasystems had previously noted.
11:01
Apple is down 3.02% intraday, currently trading at $318.300.
10:58
B. of A.'s Hartnett Says Democratic Midterm Sweep Could Make Bonds a Q4 Contrarian Play
Equity-market strategist Michael Hartnett believes that if Democrats achieve a midterm sweep, lower growth assumptions and weaker stocks would enhance the appeal of bonds as a contrarian investment in the fourth quarter.
10:52
Google's Gemini Spark now supports managing Google Photos libraries for AI Pro and Ultra subscribers.
Google's AI personal assistant, Gemini Spark, can now manage users' Google Photos albums, allowing AI Pro and Ultra subscribers to perform tasks such as editing pictures, organizing albums, automatically creating shared albums, and converting event flyer photos into calendar events via AI. This feature will first be rolled out in English to eligible subscribers in the United States.
10:51
Elon Musk retweeted XFreeze, stating Starlink is now Ireland’s largest satellite internet provider, with the market nearly doubling YoY and active lines up 92.1%.
10:50
Musk retweeted that Starlink is fully operational in approximately 240 schools in El Alto, Bolivia, connecting over 260,000 students.
The deployment covers nearly 80% of the city's schools, and all 312 schools are expected to have high-speed internet access by the third week of September.
10:47
French investigators have seized over 65 million euros (approximately $75.5 million) in a tax probe targeting McKinsey.
10:47
Kraken launches a five-tier liquidity provider program, with rebates based on trading volume share, up to -0.005% for spot, up to -0.006% for futures, and up to -0.020% for xStocks.
10:46
OMAH ETF achieves 15% distribution target on Berkshire-linked portfolio via options strategy, but its payout is classified as return of capital
The VistaShares Target 15 Berkshire Select Income ETF (OMAH) aims for a 15% annualized distribution by selling covered calls against its holdings, which include Berkshire Hathaway and other Berkshire-adjacent stocks. However, VistaShares classified OMAH's entire August payout as a return of capital, a tax classification that defers taxes by reducing cost basis rather than signaling actual NAV decay. The strategy forfeits upside gains and charges a 0.98% annual fee.
10:44
Fed source Nick Timiraos: U.S. August wage growth slowed to 3.1%, the lowest in the current cycle; private sector aggregate weekly payrolls index rose 4.3% year-over-year.
Fed insider Nick Timiraos cited data indicating that U.S. wage growth over the past 12 months slowed to 3.1% in August, marking a new low for the current cycle. Specifically, wage growth for private sector production and non-supervisory workers was slightly higher at 3.3%. Additionally, an index measuring total weekly wages for private sector workers (which combines hiring, wages, and hours worked) increased by 4.3% year-over-year, nearing pre-pandemic levels, and this metric has shown little change over the past three years.
10:43
Tesla has officially launched its Cybercab robotaxi service, but the National Highway Traffic Safety Administration (NHTSA) has opened an investigation into its self-certification process and technical data.
10:42
Baird analysts raised Qualcomm's (QCOM) price target to $400, projecting a 137% upside, significantly exceeding market consensus.
After Qualcomm's stock price fell 30% in the past three months, Baird analyst Tristan Gerra believes its diversification into automotive chips and AI data center computing will drive growth, setting a Street-high price target of $400. This target price represents an upside of approximately 137% from the current share price of $168.57, significantly higher than the market consensus target price of $193.10 (implying a 14.6% upside). The decline in Qualcomm's stock price was mainly due to lower-than-expected EPS in the third fiscal quarter, reduced Apple orders, and headwinds in the mobile phone business.
10:41
Diamond Hill Capital's Small Cap Strategy Returned 24.01% in Q2 2026, Outperforming Russell 2000 Index, Remains Focused on Silvercrest (SAMG) Despite Profitability Pressures
Diamond Hill Capital's Small Cap Strategy outperformed the Russell 2000 Index in Q2 2026, returning 24.01% compared to the index's 21.49%. The fund noted that Silvercrest Asset Management Group Inc. (NASDAQ:SAMG) shares declined due to client outflows and elevated compensation costs, which weighed on profitability. Silvercrest closed at $9.98 per share on September 3, 2026, having lost 37.97% over the past 52 weeks.

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