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9/5
11:57
Gabelli Funds' Q2 investor letter is bullish on T-Mobile US (TMUS), anticipating significant growth through new areas such as 5G and AI.
Gabelli Investment Management's Global Content & Connectivity Fund expressed a positive outlook on T-Mobile US (TMUS) in its Q2 2026 investor letter, noting that the second-largest wireless carrier in the U.S. raised its 2027 service revenue, EBITDA, and free cash flow targets in February 2026. The fund anticipates significant growth for TMUS in the coming years through market share expansion, broadband business growth, and leveraging its 5G Advanced network to enter new growth areas such as advertising, financial services, and AI. The fund grew 12.88% in the second quarter, outperforming the MSCI AC World Communication Services Index's 6.02%.
11:57
Gabelli Global Content & Connectivity Fund: Anterix (ATEX) Stock Surges 169.6% in Q2 2026 as FCC Approves Expanded 900 MHz Broadband Allocation
Gabelli Investment Management Firm's Global Content & Connectivity Fund noted in its Q2 2026 investor letter that Anterix (Nasdaq: ATEX) shares rose 169.6% during the quarter. This was primarily driven by the Federal Communications Commission's (FCC) approval in February to expand the 900 MHz broadband allocation from 6 MHz to 10 MHz, enabling Anterix to offer enhanced capacity and expand use cases. Additionally, in May, the FCC approved an experimental license allowing Anterix to explore the use of Lynk Global's satellite-direct-to-device communication network within its 900 MHz broadband spectrum. As of June 30, Anterix represented 8.8% of the fund's net assets.
11:56
Gabelli Global Content & Connectivity Fund Q2 Investor Letter: Bullish on Google (Alphabet) Due to Strong Q1 Results, Gemini Momentum, and Increased Enterprise Adoption
Gabelli Global Content & Connectivity Fund expressed optimism about Google (Alphabet) in its Q2 2026 investor letter, noting that its stock price increase was driven by strong Q1 2026 results, the momentum of the Gemini project, and increased enterprise adoption and third-party TPU sales. The fund's Class I shares rose 12.88% in Q2, outperforming the MSCI AC World Communication Services Index's 6.02%. As of September 4, Google's stock closed at $342.26, with a market capitalization of approximately $4.14 trillion, having fallen 5.33% over the past month.
11:56
Elon Musk retweeted Salvadoran President Nayib Bukele's post, stating that the country's AI tutor pilot program has shown significant results: after more than a year of implementation in 171 public schools, students' reading, math, and science scores are above the national average, comparable to those in Germany and Sweden.
The project underwent a "PISA for Schools" assessment in June this year and has since expanded to over 1,000 schools, with plans to cover all public schools in El Salvador within 18 months. Bukele stated that El Salvador will inspire the world in the coming years.
11:51
Yahoo Finance Analysis: 50 Years of Market History Suggests "Doing Nothing" is the Best Response to a Downturn
The analysis, originally from The Motley Fool, emphasizes that if a market downturn is coming, the best strategy is to buy and hold S&P 500 index ETFs, citing Warren Buffett's advice on temperament. It highlights the long-term positive outcomes of dollar-cost averaging while avoiding market timing, which history shows is difficult to do successfully.
11:51
BloFin Analysis: US National Debt Surpasses $40 Trillion, But Bitcoin's "Debasement Trade" Enters Second Phase as Investors Focus on Government Efforts to Control Borrowing Costs
BloFin analysts point out that despite the US federal debt exceeding $40 trillion, Bitcoin's "debasement trade" has not been as strong as expected. Their latest report suggests that this trade has entered its "second phase," with investors now focusing on government efforts to control borrowing costs rather than just monetary creation. Previously, the nomination of Federal Reserve Chairman Warsh had dampened market expectations for aggressive quantitative easing, leading to a decline in Bitcoin in early 2026. However, in August, the US Treasury announced it would at least double the size of 10-30 year bond buybacks to $4 billion per operation. This move was interpreted by the market as policymakers potentially being unwilling to tolerate higher borrowing costs, subsequently leading to Bitcoin rising by approximately 25% and gold by about 15% in August.
11:51
Israeli destruction campaign expands to West Bank's 'food basket,' razing Palestinian farmland and olive groves
The Israeli campaign of destruction has spread to the Arraba Plain in the occupied West Bank, a key agricultural area. On Thursday, bulldozers were seen razing olive groves and demolishing structures, with Israeli flags planted across the affected areas, extending into Area A, which is technically under Palestinian Authority control. This week, approximately 250 olive trees belonging to the al-Uraidi family were uprooted. Israeli authorities have issued notices for the removal of trees and vegetation along a seven-kilometer stretch and military orders covering over 300 dunams (0.3 sq km) of land for “security purposes.” This follows the formal inauguration of the Emek Dotan settlement on August 9, which has led to increased settler attacks and the destruction of Palestinian land and property.
11:46
Gilead Sciences (GILD) received its third FDA approval in less than four months, with the latest being Bixlenvo approved on August 27 for the treatment of HIV-infected individuals.
Gilead Sciences has secured three U.S. Food and Drug Administration (FDA) approvals in less than four months. The most recent, on August 27, was for Bixlenvo as a daily oral medication for the treatment of virologically suppressed adults with HIV infection. Prior to this, Trodelvy received two new approvals on June 24 for the treatment of triple-negative breast cancer, and Hepcludex received accelerated approval on May 22 for the treatment of chronic hepatitis delta virus (HDV) infection.

The company's stock price has risen by over 21% year-to-date. Additionally, Gilead Sciences reported second-quarter revenue of $7.6 billion, an 8% increase year-over-year, and projects full-year revenue to be between $30.1 billion and $30.4 billion.
11:45
Binance founder CZ attended a meeting of Kyrgyzstan's National Crypto Council, stating that the country has made "real progress" in crypto regulation, local banking channels, and stablecoins.
Binance founder CZ today personally attended the third official meeting of Kyrgyzstan's National Crypto Council, chaired by President Sadyr Japarov. The meeting discussed various topics including the crypto regulatory framework, compliance, anti-money laundering (AML), anti-fraud, stablecoins, and tokenization (including a specific pilot project). CZ stated that what was merely a concept a year ago has now materialized in Kyrgyzstan with an established crypto regulatory framework, local banking channels for crypto exchanges, and stablecoins (KGST) in circulation.
11:44
Seaport Research Golub: Strong Jobs Report Bolsters Case for September Fed Rate Hike, Despite Trump's Call for Cuts
Jonathan Golub, managing director and chief U.S. equity strategist at Seaport Research Partners, stated that a stronger-than-expected U.S. jobs report reinforces the Federal Reserve's rationale for raising interest rates, despite calls for lower borrowing costs from former U.S. President Donald Trump. Golub also noted his greater concern about long-term bond yields, as massive AI investments and government borrowing are competing for capital.
11:43
Saylor retweeted: Fiat is in freefall. Bitcoin is the parachute.
11:42
Binance founder CZ retweeted that Kyrgyzstan is collaborating with Binance on development, and KGS Token ranked among the top three in new user trading volume in August.
CZ retweeted Abrlien's post, which stated that Kyrgyz President Sadyr Japarov chaired a meeting where Binance shared its progress in Kyrgyzstan. This included KGS Token ranking among the top three in new user trading volume in August, its launch on three blockchains, and reaching over 10,000 people through education. Abrlien commented that this is "real adoption."
11:37
Chinese Energy Giants Tap Brazil for Imports, Oil Field Exploration
China's three major state-owned petroleum companies are diversifying crude oil sourcing and ramping up domestic and overseas production in joint efforts with the government to bolster energy security and reduce reliance on Middle Eastern crude.
11:30
Adobe acquires India-based AI workflow automation startup Rilo to accelerate agentic AI capabilities
The acquisition aims to strengthen Adobe's position in agentic artificial intelligence and expand its marketing intelligence and workflow automation. This move follows Adobe's approximately $1.9 billion acquisition of Semrush just over four months ago, signaling a broader push into AI-powered marketing. For investors, the Rilo deal is seen as a strategic addition rather than an immediate growth catalyst, with its ultimate success dependent on effective integration and monetization amid ongoing concerns about Adobe's ARR growth and intensifying competition.
11:14
Deere & Co. (DE) Stock Hits Record High Above $700, Up 10% This Week
Deere & Co. shares jumped 10% since last Friday's close, hitting a record high above $700 per share. This follows a strong fiscal third-quarter report on August 20, where the company boosted the low end of its full-year net income guidance by $250 million. Baird analyst Mircea Dobre believes this signals the start of a recovery cycle in agricultural equipment sales, anticipating the stock could reach $800 per share.
11:13
USA Rare Earth (USAR) is set to acquire Brazil's Serra Verde rare-earth mine, expected to close before its next earnings report in early November.
The acquisition is projected to significantly boost USAR's financials, with Serra Verde forecast to generate $550 million to $650 million in annualized EBITDA by the end of 2027. Serra Verde has also secured a 15-year take-or-pay agreement with US SIIE, backed by $750 million in U.S. government funding.
11:09
Analysis: Multipolarity offers middle powers more diplomatic and economic choices but fewer security guarantees
Al Jazeera analysis by Luciano Zaccara, professor of Gulf Politics, suggests that the emerging international order, characterized by organisations like BRICS and SCO, allows middle powers to diversify partnerships and reduce vulnerability to pressure from dominant powers. However, these relationships do not provide collective defense comparable to formal military alliances. The recent SCO summit, where Iranian President Masoud Pezeshkian received political support but no defense offer, illustrates this distinction. Examples like Turkiye, Brazil, and India show states seeking diplomatic and economic options without necessarily acquiring new security guarantees or abandoning existing alliances.
11:03
DA Davidson reiterated its "Buy" rating on CrowdStrike (CRWD) with a price target of $245 on September 2, following a year-to-date stock increase of over 83%.
DA Davidson reiterated its "Buy" rating for CrowdStrike and set a price target of $245 on September 2, following its attendance at the company's annual user conference, Fal.Con 2026. The firm noted positive discussions with clients and partners at the conference, observing strong demand for AI detection and response. CrowdStrike's stock has risen over 83% year-to-date and more than 400% over the past three years.
11:03
Alphabet's Stock Slipped 2.2% After Analysts Pointed Out Its Q2 Earnings Beat Was Inflated by a $77.1 Billion Unrealized Gain on Equity Holdings
Alphabet's stock fell 2.2% as analysts highlighted that the company's second-quarter earnings, which seemingly beat expectations, were significantly boosted by a $77.1 billion unrealized gain from equity investments. While GAAP accounting rules require these gains to be included, analysts suggest investors should discount this figure when assessing the company's underlying business growth, as such gains are volatile and not directly tied to core operations. Alphabet itself has cautioned that fluctuations in investment values could significantly contribute to the volatility of future income.
10:58
Yahoo Finance Analysis: Coca-Cola, Procter & Gamble, and Johnson & Johnson, three "dividend king" companies, continue to raise dividends during periods of rising interest rates.
Yahoo Finance analysis indicates that despite the 10-year U.S. Treasury yield closing at a high of 4.79% on September 2, 2026, "Dividend King" companies Coca-Cola (KO), Procter & Gamble (PG), and Johnson & Johnson (JNJ), all of which have increased dividends for over 50 consecutive years, continue to raise payouts in a rising interest rate environment. Specifically:

Coca-Cola (KO): During the interest rate hike period from March 17, 2022, to July 27, 2023, its stock price rose by 7.8%, quarterly dividends increased from $0.44 to $0.46, and its 2026 free cash flow guidance was raised to approximately $12.4 billion.
Procter & Gamble (PG): Despite a 4.42% decline in its stock price over the past year, quarterly dividends still increased from $1.0568 to $1.0885, with a commitment to distribute over $10 billion in dividends and approximately $5 billion in share buybacks in fiscal year 2027.
Johnson & Johnson (JNJ): Has increased dividends for 64 consecutive years, with quarterly dividends rising from $1.06 in January 2022 to $1.34 in April 2026, and is projected to have free cash flow close to $21 billion.
10:53
Walmart expands food delivery service with Dunkin' partnership, targeting Uber Eats and DoorDash
The retail giant announced this week it will begin delivering Dunkin' products, initially from its stores and expanding to most of Dunkin's approximately 10,000 U.S. locations over the next year. This builds on an earlier partnership with Subway. Walmart aims to leverage its existing customer base and logistics network to combine restaurant orders with grocery deliveries, increasing basket size and order frequency. The company reported its fast delivery (under 30 minutes) in the U.S. grew 48% in the last quarter, with nearly 65% of restaurant orders delivered alongside other Walmart items.
10:53
Raytheon (RTX) continues to secure billions in defense contracts, with total backlog reaching $289 billion at the end of Q2.
Raytheon (RTX) has recently secured billions of dollars in defense contracts, including a $42.48 million contract from the U.S. Department of Defense on September 1st, following a $22.9 billion contract for Tomahawk cruise missile production on August 17th. As of the end of the second quarter, RTX's defense backlog totaled approximately $119 billion, with a total backlog of about $289 billion. Analysts believe that amidst geopolitical tensions and increased defense spending by various nations, company management anticipates sustained high demand for missile and air defense systems, providing RTX with multi-year growth opportunities. RTX shares have risen approximately 9% year-to-date.
10:43
Japan's NEC scraps quantum computer development, citing long development time for ROI
10:42
Yahoo Finance Analysis: Despite NVIDIA's stock surging over 360% in three years, its valuation remains more reasonable than most AI stocks.
Yahoo Finance analysis indicates that while NVIDIA's stock price has surged over 360% in the past three years (as of September 2), its valuation, based on current earnings and cash flow, is more supported than most AI stocks. The analysis cites NVIDIA's Q2 FY2027 earnings report, showing revenue growth of 106% year-over-year to $96.2 billion, data center revenue growth of 117% to $89.0 billion, and free cash flow reaching $69.9 billion. The company projects revenue to grow approximately 70% in FY2028 and has already received purchase orders for its upcoming Vera Rubin system from all major hyperscale vendors.
10:36
Wall Street broadly expects the Federal Reserve to need to raise interest rates after a strong U.S. August non-farm payrolls report, with Macquarie bringing forward its rate hike forecast to September.
Following a robust U.S. August non-farm payrolls report (162,000 new jobs, significantly exceeding expectations) and a surge in government bond yields, Wall Street analysts widely believe the Federal Reserve will need to raise interest rates to curb inflation. Joe Brusuelas, Chief Economist at RSM, noted that the Federal Reserve might be "behind the curve" and needs to raise rates to reinforce its credibility. R.J. Gallo, Chief Investment Officer of Global Fixed Income at Federated Hermes, also believes the Federal Reserve is inclined to hike rates. Macquarie analysts have brought forward their expectation for a Federal Reserve rate hike from December to September, and anticipate another hike in the first quarter of 2027. Currently, Polymarket bets show a 53% probability of the Federal Reserve raising rates at its September 15-16 meeting, and a 48% probability of maintaining current rates.
10:35
Anthropic's potential IPO valuation could reach $2 trillion, equivalent to 30 times its annualized revenue; as of the end of July, its annualized revenue had reached $65 billion.
Yahoo Finance analysis suggests that AI startup Anthropic's potential IPO valuation could reach $2 trillion, equivalent to 30 times its annualized revenue. The company reported last month that its annualized revenue had reached $65 billion by the end of July, and it achieved operating profitability for the first time in the second quarter. Anthropic anticipates revenues of $190 billion to $200 billion by 2028.
10:33
Zelenskyy says Ukraine is ready to refrain from strikes on Moscow, expects Russia to do the same for Kyiv
10:31
Morgan Stanley maintained its Overweight rating on Carvana (CVNA) with a 12-month price target of $90, implying roughly 25% upside from current levels.
Morgan Stanley analyst Daniela Haigian reiterated the firm's bullish stance, citing durable sales growth, underrated free cash flow, and cost savings that are expected to lift profit per car over time. The firm expects Carvana to trim over $900 in SG&A expenses per retail unit between 2025 and 2030, with capital spending remaining below 1% of sales. Carvana's stock is currently trading near $74 and is down about 7% for the year.
10:25
Yahoo Finance Analysis: Bitcoin Rebounds 38% from July Lows to Approximately $79,700, BlackRock's IBIT ETF Assets Grow to $60.2 Billion, but Macro Headwinds May Hinder Its Return to $100,000
Yahoo Finance analysis indicates that Bitcoin has rebounded approximately 38% from its July 1 low of about $57,700, having surpassed $80,000 last week before falling back to around $79,700 on Friday. During the same period, BlackRock's iShares Bitcoin Trust ETF (IBIT) net assets increased from $47.7 billion at the end of July to $60.2 billion on September 1. However, macroeconomic headwinds including the 10-year U.S. Treasury yield nearing 5% (the highest since January 2025), oil prices rising above $96 due to the U.S.-Iran conflict, and market expectations of a Federal Reserve rate hike in September, could hinder Bitcoin's return to $100,000. Former U.S. President Donald Trump stated on Friday that he would cease trade with countries that have a trade deficit with the U.S. unless the Federal Reserve cuts interest rates.
10:09
LeBron James teases Polymarket partnership in new social media video, six weeks after his free agency decision generated $273 million in prediction market volume
Philadelphia 76ers forward LeBron James posted a 14-second video on X and Instagram showing him entering a stylized Polymarket office with the caption "Welcome to Polymarket HQ. Coming soon," and "In partnership with @Polymarket." This appears to be the first reveal of a formal relationship, though the exact nature (advertisement, ambassador, investor, or sponsorship) remains unclear. His recent free agency decision to join the 76ers led to $273 million in related contracts traded across prediction market platforms, with Polymarket's international platform seeing over $43 million in volume.

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