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9/6
14:20
JonesTrading analysts initiated coverage on biopharmaceutical company Adlai Nortye (ANL) with a "Buy" rating and a $22 price target, projecting a 46.5% upside over the next year.
JonesTrading analyst Boris Peaker initiated coverage of biopharmaceutical company Adlai Nortye (ANL) with a "Buy" rating and a $22 price target, projecting a 46.5% upside over one year. Wall Street's consensus rating is "Strong Buy," with an average price target of $24.67, implying a 64% upside over one year. ANL shares are currently trading at $15.01, having risen 957% year-to-date.
14:15
McDonald's India X Account Compromised, Posted About Unpaid Intern and Promoted Meme Coin
McDonald's India's verified X (Twitter) account was compromised on Sunday, posting a series of messages claiming an unpaid intern was owed ₹60,000 (approximately $650), promoting a meme coin, and sharing crypto wallet addresses. The posts, which also named a manager, were later deleted by McDonald's India, which then responded with a meme.
14:12
Coinbase-backed Router Protocol to shut down, burn 303 million ROUTE tokens
The shutdown of Router Protocol comes after attempts to commercialize, license, or find a buyer for its technology failed to produce a sustainable business.
14:04
Bank of America analysts expect NuScale Power (SMR) stock to rise by 23.7% over the next 11 months, with a price target of $12.
Bank of America analyst Rinny Singh reiterated a "Buy" rating on NuScale Power, setting a price target of $12, implying a potential upside of approximately 23.7% over the next 11 months. Despite NuScale Power's stock price falling nearly 40% this year, Singh is optimistic about its position as the only U.S. company with regulatory approval to build small modular reactors (SMRs). Singh anticipates that NuScale's 6-gigawatt SMR project with the Tennessee Valley Authority (TVA) could sign a power purchase agreement (PPA) by the end of 2026. The company's recent capital position has significantly improved, with approximately $1.9 billion in cash, addressing previous analyst concerns about funding.
13:54
Analysis indicates that NVIDIA's stock price is near its 52-week high, while major AI chip peers such as AMD, Micron, Broadcom, and Marvell are still trading 18% to 32% below their highs. Broadcom and Marvell are recommended as buys.
Yahoo Finance analysis points out that as of last Friday's close, NVIDIA's stock price was $230.36, only 2.6% below its 52-week high. However, its main AI chip peer, Advanced Micro Devices (AMD), was about 18% below its 52-week high, Micron Technology was about 19% lower, Broadcom was about 28% lower, and Marvell Technology was about 32% lower.

The analysis suggests that while these companies all benefit from increased data center spending, the market's patience with them varies. NVIDIA's Q2 FY2027 revenue was $96.2 billion, a 106% year-over-year increase, with data center revenue reaching $89 billion, up 117% year-over-year. Broadcom's Q3 FY2026 AI semiconductor revenue was $16.7 billion, a 221% year-over-year increase, and management expects AI revenue to double to $115 billion in the next fiscal year, and double again to $230 billion in FY2028. Marvell's Q2 FY2027 revenue hit a record $2.7 billion, up 37% year-over-year.

The analysis recommends investors buy Broadcom and Marvell, and continue to hold NVIDIA.
13:49
NYU Professor Scott Galloway issues grim SpaceX stock price forecast, believing shares could fall 80% to $10-$30
New York University marketing professor Scott Galloway believes SpaceX (SPCX) stock, currently trading at $148, is "crazy overvalued" and could fall to a range of $10 to $30. He argues that the company's IPO pricing, limited early float, and inclusion in the Nasdaq 100 artificially inflated its value, despite reported net losses and significant free cash flow burn. Former Fidelity fund manager George Noble also expects SpaceX to fall by as much as 50% by year-end, targeting around $30 per share.
13:33
ChargePoint (CHPT) shares surged over 50% on September 3, after the EV charging company reported better-than-expected second-quarter revenue and earnings.
ChargePoint's Q2 FY2027 earnings, released on September 2, showed revenue of $116.1 million, an 18% year-over-year increase, surpassing both the company's guidance and analysts' expectations of $105 million. Concurrently, GAAP net loss narrowed by 46% to $35.6 million, adjusted net loss decreased by 72% to $9.2 million, and non-GAAP gross margin reached a record 38%. As of September 4, the stock had cumulatively risen approximately 74% over five trading days.
13:27
The Motley Fool Analysis: U.S. Stocks Enter the Worst Month of the Year, Historical Data Shows S&P 500 Index Falls by an Average of 1.1% in September, Advising Investors to Maintain a Long-Term Perspective and Avoid Market Timing
The Motley Fool's analysis indicates that September has historically been the worst month for U.S. stocks. Since 1928, the S&P 500 has seen an average decline of 1.1% in September, with positive returns recorded only 44.5% of the time. Despite the current market backdrop of high inflation, the war in Iran, a mixed labor market, and potential interest rate hikes by the Federal Reserve, which might prompt investors to consider selling early, historical experience suggests that attempting to time the market to avoid September's weakness could be a mistake. The article advises investors to maintain a long-term perspective and invest regularly each month through plans like 401(k)s to navigate market volatility. This is because, even in underperforming months, the market has historically reached new highs and generated an average annual return of approximately 10% over the long term.
13:16
Trump official says ‘there may not be a nuclear agreement’ with Iran
US Energy Secretary Chris Wright stated in an interview on Sunday that a nuclear deal with Iran may not be possible, signaling that the US could pivot to destroying Iran's nuclear capabilities instead of pursuing diplomacy. Wright added that an agreement might await the next administration in Iran.
12:53
USD/KRW is down 0.73% intraday, currently trading at 1,345.9900.
12:48
Uber founder Travis Kalanick's Atoms company may enter the robotaxi business.
Atoms is preparing for a major hiring and acquisition spree to become a dominant player in the autonomous vehicle industry, the Financial Times reported. The report also noted that Atoms has discussed with Uber how to leverage its robotaxi technology, and Uber has invested $100 million in Atoms. This move appears consistent with Kalanick's previous description of Atoms' $1.7 billion funding round as "unfinished business."
12:45
Analysis: Starlink and AI are key to SpaceX's space ambitions, helping fund speculative ventures
According to a Yahoo Finance analysis, Elon Musk's SpaceX aims to leverage its Starlink satellite internet and burgeoning AI businesses to finance its more ambitious and speculative space exploration goals, including making life multiplanetary. The company's revenue nearly doubled last quarter, though it still posted a net loss of $541 million, with Starlink being the only segment to generate an operating profit. SpaceX's IPO prospectus indicates AI represents $26.5 trillion of its $28.5 trillion total addressable market, highlighting its critical role in future investments in rockets, orbital data centers, and expanded satellite coverage.
12:45
Wall Street Analysts Project Nvidia's Annual Net Income Could Reach $851 Billion by 2029, Potentially Surpassing Saudi Aramco's Record and Rivaling a Country's GDP
Based on Wall Street's 64% compounded EPS growth forecast, Nvidia's projected annual net income of $851 billion by 2029 would shatter Saudi Aramco's all-time corporate profit record of $161.1 billion (2022). This figure could also place the chipmaker's revenue near $1.35 trillion, ranking it as the world's 18th largest economy, just below Saudi Arabia's GDP and ahead of Switzerland. The projection is underpinned by a $2 trillion cloud backlog and $1.3 trillion in projected 2027 hyperscaler capital expenditure.
12:44
Yahoo Finance Analysis: Mastercard (MA) Poised to Be a Better Long-Term Investment Than the "Magnificent Seven"
Yahoo Finance (The Motley Fool) analysis suggests that while "Magnificent Seven" stocks like Microsoft and Amazon have surged due to the AI boom, their future success is highly dependent on AI spending. Analysts recommend investors consider diversifying their portfolios and looking towards high-growth opportunities in the digital payments trend, with Mastercard (MA) standing out. Mastercard does not bear consumer credit risk, and its network transaction fee revenue is stable and highly profitable. For the quarter ended June 30, 2026, Mastercard reported net income of $4.4 billion on net revenue of $9.3 billion, with a net profit margin exceeding 47%. Analysts predict Mastercard's earnings per share (EPS) growth rate could reach 52% between 2026 and 2029, higher than Visa's projected 46.2% for the same period, making it a stronger long-term buy option.
12:30
UNI (Uniswap) rose 6.24% in 1 hour, now trading at $7.392.
12:29
Data shows that crude oil exports through the Strait of Hormuz in August decreased by 39% year-on-year, and Iran's exports may fall to zero.
Middle Eastern crude oil exports in August were down 39% from the January-February baseline of 18.5 million barrels per day (bpd), with a current deficit of 7.2 million bpd, according to data released Sunday by maritime intelligence firm TankerTrackers. The company stated that Iran's crude oil exports of 1.68 million bpd are likely to remain at zero for the foreseeable future, depending on any agreements. The U.S. military reported that approximately 90 merchant vessels have been diverted and several others damaged or boarded since the naval blockade was implemented in mid-July.
12:10
Delistings from Tokyo Stock Exchange projected to hit record for 3rd straight year in 2026
This trend is driven by companies partnering with investment funds to go private or failing to meet tougher listing standards.
12:04
Ukrainian Police Shut Down Crypto Scam Stealing Up to $1 Million Monthly, Identifying 62 Victims Across Over 20 Countries
Ukrainian authorities, including the Security Service of Ukraine (SBU), have dismantled a network of fake investment platforms that allegedly stole up to $1 million per month from users in over 20 countries. The scam used a crypto "drainer" hidden in websites to automatically transfer funds after users connected their main crypto wallets for what appeared to be small test transactions. Investigators have identified 62 victims and over 46 Ukrainian citizens involved in the operation. Police seized over 100 computers, phones, SIM cards, and vehicles during searches in Kyiv and the surrounding region.
12:02
IBD raises Stock Market Exposure guide to 60%-80% from 40%-60% after strong Thursday session and Nasdaq, S&P 500 technical support confirmation.
11:57
Niger's military government accuses France of orchestrating a failed mutiny last week, which France denies
Niger's military government has accused France of orchestrating a failed mutiny that rocked the capital, Niamey, last week. France denied any involvement, calling the allegations "pure fantasy." The accusation highlights ongoing high tensions between the two countries, following Niger's 2023 coup and subsequent expulsion of French troops and ambassador. Niger's government spokesperson, Soumana Boubacar, stated that the operation was "instigated and sustained by a vast network of collusion headed by the French regime of Mr [Emmanuel] Macron." Niger's Council of Ministers claims to have substantial evidence and reserves the right to bring the matter before international courts. French Foreign Minister Jean-Noel Barrot dismissed the allegations, stating France had no intention or means to be involved.
11:47
Economist El-Erian: Hyperscale tech companies' bond issuance spree is competing with US Treasuries, pushing up interest rates; Norway's sovereign wealth fund plans to reduce its holdings of US Treasuries by $80 billion.
Mohamed El-Erian, a renowned economist, stated that governments and hyperscale tech companies like Alphabet, Amazon, Meta, Microsoft, and Oracle are issuing a large volume of bonds to support their rapid spending, but a lack of reliable buyers is driving up bond yields. He noted that these five tech giants have issued $132 billion in bonds this year for AI development, far exceeding the approximately $35 billion per year seen between 2020 and 2024. El-Erian believes this is primarily due to an imbalance in supply and demand fundamentals, rather than inflation or issues with the Federal Reserve's credibility.

Meanwhile, Norges Bank Investment Management sent a letter to Norway's Ministry of Finance last Friday, proposing to reduce its government debt holdings from 70% to 50%, which includes divesting approximately $80 billion in U.S. Treasury bonds.
11:47
Citi and ANZ raise Brent crude forecasts, citing Middle East supply disruptions and Strait of Hormuz issues
Citi increased its third-quarter 2026 Brent forecast to $86 per barrel, describing the current situation, including a U.S. blockade of Iran and reduced oil flows through the Strait of Hormuz, as unsustainable. Citi expects renewed dealmaking to allow the Strait of Hormuz to reopen during the fourth quarter, which it estimates would result in an oil-market surplus of 3-4 million barrels per day. ANZ separately raised its short-term Brent crude forecast to $95 per barrel, estimating the conflict will remove 2.3-2.4 billion barrels of Persian Gulf oil supply during 2026.
11:46
Bitcoin surges 29% in three weeks, analysts predict another 515% rise to $500,000 by 2029.
Bitcoin has surged by 29% in the past few weeks, with a 21% increase in just three days between August 19 and August 22. Bernstein analysts predict that Bitcoin is poised to reach a new all-time high next year and surpass $150,000 by mid-2027, driven by currency debasement, a clearer regulatory environment, and increased institutional adoption. In a base-case scenario, Bitcoin could reach $300,000 by the end of 2029; in a bull-case scenario, its price could climb to $500,000, representing over 500% upside from current levels.
11:42
Berkshire Hathaway's Alphabet stake surged from $5.6 billion to nearly $37.8 billion by Q2, making it one of its largest holdings, as analysts debate whether Alphabet's declining capital returns due to AI investments align with Buffett's principles.
Berkshire Hathaway significantly increased its position in Alphabet, with its stake soaring from approximately $5.6 billion at the end of 2025 to nearly $37.8 billion by the end of the second quarter this year, making Alphabet one of Berkshire's largest holdings. This move comes as Wall Street analysts note Alphabet's return on invested capital (ROIC) has declined from over 58% in 2024 to an expected 38.3% this year, with further declines projected through 2029. The decline is attributed to Alphabet's substantial capital expenditures, estimated at $200 billion this year, for building AI infrastructure. Analysts are debating whether this trend aligns with Warren Buffett's cardinal rule of investing in businesses with high, long-term returns on capital.
11:42
Warren Buffett's Berkshire Hathaway Raises New York Times Stake by 3.65% in Q2
Berkshire Hathaway increased its holdings in The New York Times by 3.65% in the second quarter of 2026, marking its second consecutive quarter of additions. As of June 29, 2026, Berkshire held 15.7 million shares worth about $1.1 billion, representing 9.78% of the company's outstanding shares.
11:27
Stablecoins Won't Scale Without Banks, Deep Integration with Traditional Finance Essential for Growth
A Yahoo Finance analysis highlights that stablecoins, despite initial aims to bypass traditional banking, are increasingly integrating with it to achieve scale. Companies like Stripe (via its Bridge acquisition), Citi (launching crypto custody), and Standard Chartered (testing stablecoin settlement) are building deeper into the banking system. The analysis argues that banks remain non-negotiable for fiat on/off-ramps, compliance, and local payment rails, which are crucial for institutional-grade cross-border payments. Regulatory frameworks like the GENIUS Act also push compliant stablecoin issuance towards bank partnerships and custodied reserves, reinforcing this trend.
11:26
The Motley Fool Analysis: SanDisk Stock Poised to Soar 84% to $3211 in Next 12 Months on Strong AI Data Center NAND Flash Demand
The Motley Fool analysts believe that NAND flash manufacturer SanDisk (NASDAQ:SNDK) is benefiting from strong demand for NAND flash products in AI data centers, with its stock price expected to surge 84% to $3,211 in the next 12 months. Wall Street analysts' median 12-month price target is $2,200, implying a potential upside of 26%. Market research firm TrendForce expects the NAND flash industry's revenue to nearly triple to $271 billion in 2026, and then grow another 40% to $379.4 billion in 2027. SanDisk's revenue for the fourth quarter of fiscal year 2026 (ended July 3) increased by 372% year-over-year to $8.96 billion, with non-GAAP earnings per share growing 135-fold to $39.25. The company expects current quarter revenue to be between $10.3 billion and $10.8 billion, with the midpoint representing a 357% year-over-year increase.
11:10
NVIDIA's Vera Rubin GPU Delivers 4,000 TFLOPS, Widening Lead as Huawei's Top Chip (Ascend 910C) Delivers Less Than Half of NVIDIA's 3-Year-Old H200; Q2 Revenue Jumps 105.85%
NVIDIA's latest Vera Rubin GPU is in full production, offering 4,000 TFLOPS of FP16 compute performance. This significantly outpaces Huawei's best AI chip, the Ascend 910C, which delivers approximately 780 TFLOPS, less than half of NVIDIA's H200 (1,700 TFLOPS) unveiled nearly three years ago. The company reported Q2 FY27 revenue of $96.22 billion, up 105.85% year over year, with Data Center revenue reaching $89.02 billion (+117%). Management guided Q3 revenue to $108.0 billion ±2%. NVIDIA's trailing P/E ratio is 46, compared to AMD's 180, and its Q2 Data Center segment is more than thirteen times larger than AMD's. Intel posted a Q2 FY26 GAAP net loss of $11.033 billion. NVIDIA's Q2 Hopper shipments to China accounted for less than 1% of total Data Center revenue, and the Q3 guidance assumes zero Data Center compute revenue from China.
11:10
Burry reiterates bearish stance on Palantir, warns its market cap could fall from $432 billion to below $100 billion.
On September 2, renowned investor Michael Burry reiterated his bearish stance on Palantir Technologies, arguing that the AI-driven company operates more like a consulting business than a true software firm. He warned that Palantir's market capitalization, approximately $432 billion, could eventually fall below $100 billion. Burry pointed out that Palantir's deferred revenue to revenue ratio is around 32%, similar to consulting giant Accenture, and significantly lower than SaaS peers like Salesforce. He also criticized Palantir's rising accounts receivable, its abandonment of a share repurchase program, and the CEO's private jet expenses. Despite Palantir's latest quarterly revenue growing 93% year-over-year and an upward revision of its full-year guidance, its stock fell nearly 6% on September 2 following Burry's warning, but rebounded approximately 8% the next day due to expanded AI collaboration with PwC.
11:09
Israeli Chamber of Commerce Opens Office in Republika Srpska, Deepening Bilateral Ties
The Israeli Chamber of Commerce opened an office last week in Banja Luka, Republika Srpska, aiming to promote investment cooperation between the two sides. This move comes as Israel faces growing international criticism over the Gaza conflict, but Republika Srpska leader Milorad Dodik has consistently expressed strong support for Israel. Analysts suggest that this cooperation may help Republika Srpska alleviate its growing fiscal problems.

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