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9/6
15:54
President Donald J. Trump stated last week that the White House Ballroom/Military Complex will be the finest of its kind globally
15:52
Okta shares surged 20% in pre-market trading after its Q2 earnings beat expectations and the company raised its full-year guidance, with AI security demand cited as a key driver.
Identity security company Okta (Nasdaq: OKTA) reported adjusted earnings per share of $1.05 for the second fiscal quarter, above expectations of $0.97. Revenue increased by 11% year-over-year to $805 million, exceeding the anticipated $795 million. Net income reached $116 million, significantly higher than $67 million in the same period last year. Remaining performance obligations (RPO) grew by 17% to $4.86 billion, surpassing analysts' estimates of $4.7 billion. Okta has rolled out "Okta for AI Agents" to all customers, with the new product accounting for 30% of total bookings, and closed dozens of AI-related deals, including a multi-million dollar healthcare contract. The company raised its full-year revenue guidance to $3.22 billion to $3.23 billion.
15:52
Goodyear (GT) extends 'Goodyear Forward' turnaround plan after missing key financial targets, reporting $453M net loss in H1 and over $7B debt
The company's operating margin was only 1.6% in the first half of the year. Goodyear plans to cut capital expenditures to $725 million this year from roughly $1 billion annually in 2024-2025 combined, prioritizing debt paydown and refinancing amid challenges like tariffs and rising raw material costs.
15:51
Institutional investors are quietly buying into wealth funds from Blackstone and KKR, with KKR raising the allocation cap for K-Series funds to 20%.
The Financial Times reported that institutional investors are beginning to allocate capital to "evergreen" private market funds initially established by Blackstone Inc. and KKR & Co. Inc. for high-net-worth individuals. KKR has increased the transaction allocation cap for its K-Series funds from 7.5% to a maximum of 20% to meet growing demand.
15:46
Yahoo Finance Analysis: Arista Networks benefits from AI data center construction, with Q2 2026 revenue reaching $3 billion and an estimated increase to $3.3 billion in Q3; IBM lowers its full-year 2026 sales forecast as customer spending shifts towards AI infrastructure.
Yahoo Finance (The Motley Fool) analysis indicates that Arista Networks is well-positioned to benefit from the AI data center construction boom, with Q2 2026 revenue reaching $3 billion and projected to increase to $3.3 billion in Q3. In contrast, IBM's quarterly revenue has shown volatility, with its infrastructure division sales down 7% year-over-year and consulting revenue flat. IBM has lowered its full-year 2026 sales forecast as clients shift spending towards companies like Arista, prioritizing investments in AI data center construction.
15:40
RAY (Raydium) quickly fell 10.41% within 1 hour, now trading at $1.273.
15:30
Germany's far-right AfD celebrates projected win with over 44% of votes in Saxony-Anhalt state election
Exit polls show the Alternative für Deutschland (AfD) is set to win more than 44% of the vote in the eastern state of Saxony-Anhalt, a result higher than earlier opinion polls suggested, which the party has hailed as a "historic outcome". However, whether the party secures enough seats to govern will depend on smaller parties crossing the required 5% threshold to enter the state parliament.
15:29
Groq 3 LPX AI racks, following NVIDIA's $20 billion acquisition of Groq's assets, are now in full production and will be deployed at Nebius later this year.
NVIDIA Senior Director Dion Harris informed reporters that the Groq 3 LPX rack has entered full production and will be deployed later this year alongside NVIDIA's Vera CPU and Rubin GPU in neocloud Nebius. This rack marks the commercialization of Groq's asset technology, which NVIDIA acquired last December for $20 billion, its largest recorded transaction. Each liquid-cooled rack encapsulates 256 Groq chips, and NVIDIA states it can deliver 3,400 tokens per second, surpassing the 750 tokens of the "ultrafast" mode supported by OpenAI Cerebras.
15:29
Motley Fool analysis compares high-yield and dividend growth ETFs, favoring Schwab's SCHD for balanced returns
The Motley Fool's analysis contrasts high-yield dividend ETFs, such as Global X SuperDividend U.S. ETF (DIV) with a 12-month distribution yield of 6.55% and a five-year average total return of 6.4%, against dividend growth ETFs like Vanguard Dividend Appreciation ETF (VIG), which yields 1.48% but boasts a five-year average annualized total return of 10.2%. The analysis suggests Schwab U.S. Dividend Equity ETF (SCHD) as a balanced option, offering a 3.13% yield and a five-year average annualized total return of 10%, nearly matching VIG while providing higher income. The author recommends SCHD for investors seeking both stable dividend growth and high yields.
15:14
Cathie Wood's Ark Invest has delivered a 13.8% annualized return since 2014, roughly matching the S&P 500, prompting analysts to question her bold predictions for 2030.
According to a Motley Fool analysis, while Ark Innovation ETF (ARKK) has returned 323% since 2014, beating the S&P 500's 303.7% comparable return, its annualized return after accounting for management fees and dividend yields was 12% per year, slightly underperforming the S&P 500's 13.2%. The analysis highlights Wood's ambitious forecasts, such as Bitcoin reaching $2.4 million by 2030 and Tesla stock hitting $2,600 by 2029. It suggests that while Ark's “Big Ideas” reports offer valuable thought experiments and highlight trends like data center investment tripling to $1.5 trillion by 2030 (deemed plausible), other predictions, such as a 60x growth in rocket demand based on cheaper space-based compute, are seen as less grounded in hard data. The analysis advises investors to view Ark's forecasts with skepticism, treating them as optimistic possibilities rather than probable outcomes.
15:14
Yahoo Finance Analysis: AppLovin's Q2 revenue of $1.9 billion missed expectations, with its stock price falling to a 52-week low in August; Reddit's Q2 revenue was $804.9 million, with daily active users up 18% year-over-year.
A Yahoo Finance analysis noted that mobile app marketing company AppLovin reported Q2 2026 revenue of $1.9 billion, but its stock price fell to a 52-week low of $297.50 in August due to missing expectations. Meanwhile, social media platform Reddit posted revenue of $804.9 million in the same quarter, with daily active users increasing by 18% year-over-year to 130.3 million, and has been officially included in the S&P 500 index.
15:14
The Motley Fool Predicts: Snowflake's Product Revenue to Exceed $8 Billion in FY2028
The forecast is based on Snowflake's strong Q2 FY2027 earnings report, which saw product revenue accelerate for the third consecutive quarter, with significant contributions from AI products. Management has raised its FY2027 product revenue guidance to approximately $6.07 billion, representing 36% year-over-year growth, and has also increased its full-year non-GAAP operating margin outlook. Despite a slowdown in Remaining Performance Obligation (RPO) growth, the net revenue retention rate remains at 126%.
15:08
Adidas faces boycott calls over campaign featuring former Israeli soldier
Sportswear giant Adidas is facing criticism and boycott calls for featuring a former Israeli army soldier, Shalev Biton, in an advertising campaign for its single-shoe service for amputees. Activists, including the Palestinian Campaign for the Academic and Cultural Boycott of Israel (PACBI), termed the advertisement “an absolute affront to Palestinians,” citing that over 5,000 Palestinians in Gaza had undergone amputations by early October 2025 due to Israeli attacks. They argue the campaign normalizes Israel’s actions.
15:02
Argentina Reasserts Sovereignty Over Falkland Islands (Malvinas)
Al Jazeera analysis indicates that the sovereignty dispute between the UK and Argentina over the Falkland Islands (Malvinas Islands) has resurfaced after 44 years, and the strained relationship between US President Donald Trump and the UK could impact the matter.
14:33
New Jersey petitions Supreme Court to hear prediction market case, raising stakes for industry
New Jersey last week filed a petition for a writ of certiorari with the U.S. Supreme Court, asking the high court to decide whether prediction markets' sports-related contracts are gambling products regulated by states or federally regulated swaps products overseen by the Commodity Futures Trading Commission (CFTC). This move pushes the case, involving prediction market operator Kalshi, closer to a potential Supreme Court review. Legal experts believe the Supreme Court is likely to take up a prediction market case, especially after last month's Ninth Circuit Court of Appeals ruling created a circuit court split on the issue.
14:32
ZEC (Zcash) surged 6.18% in the past hour, now trading at $1,222.10.
14:21
Motley Fool analysts recommend AI concept stocks Iren and Netlist, with plans to increase holdings in 2027.
Motley Fool analyst Marc Guberti stated that he is currently investing in two artificial intelligence (AI) stocks and plans to increase his holdings in them by 2027: Iren (Nasdaq: IREN) and Netlist (OTC: NLST). Guberti believes that AI technology is still in its early stages and has the fundamental potential to transform society. Iren is a "new cloud" company that provides computing power for hyperscale data centers, with an expected annualized recurring revenue of $4 billion by the end of 2026. Netlist, on the other hand, focuses on developing CXL solutions and its patent portfolio. It previously reached a patent infringement settlement with Samsung, which included a $239 million upfront licensing fee and quarterly royalties of up to $32.9 million over five years. The article mentioned that Netlist's stock price fell by over 20% due to news of a lost patent appeal, but Guberti considers this drop to be "misleading."
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.

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