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9/8
09:39
U.S. Defense Official: We Must Be Prepared for a Protracted Conflict in Ukraine
09:39
Sandoz CEO Warns: Donald Trump's Threat of 100%-200% Tariffs on Imported Generic Drugs Will Ultimately Be Borne by US Patients
Richard Saynor, CEO of Swiss pharmaceutical company Sandoz, stated in an interview with CNBC that no company would systematically continue to supply products at significant losses, thus manufacturers will face the choice of raising prices or ceasing supply. Donald Trump said in July that imported generic drugs could face a 100% tariff starting in 2028, potentially rising to 200% a year later, to encourage pharmaceutical companies to shift production to the United States.
09:35
Oracle (ORCL) rose 5% to $167.15 today after Morgan Stanley raised its price target, while CoreWeave (CRWV) gained 3% to $92.20.
Morgan Stanley raised its price target for Oracle, reigniting market enthusiasm for GPU cloud peers and validating expectations for AI infrastructure spending, boosting confidence in Oracle's cloud business.
09:35
Broadcom is up 3.02% today, currently trading at $368.695.
09:31
TSMC is up 3.06% today, currently trading at $441.645.
09:31
Oracle rose 6.55% intraday, now trading at $169.230.
09:31
Artisan Mid Cap Fund sold Insulet (PODD) in Q2 2026 due to increasing competition concerns
Investment management company Artisan Partners stated in its Q2 2026 investor letter, released today, that its Artisan Mid Cap Fund exited its position in American medical device company Insulet Corporation (NASDAQ:PODD). The fund cited increasing competition in the insulin pump market, which has reduced visibility into Insulet's medium-term growth and market share outlook, leading it to redeploy capital into higher conviction opportunities.
09:30
Artisan Mid Cap Fund increased its stake in Comfort Systems USA (FIX) in the second quarter due to accelerating data center demand.
Investment management firm Artisan Partners stated in its Q2 2026 investor letter, disclosed today, that it has increased its stake in the U.S.-listed company Comfort Systems USA, Inc. (NYSE:FIX). The fund noted that FIX, as a provider of mechanical and electrical installation and maintenance services, is benefiting from strong demand for data center construction driven by hyperscale clients, a business that now accounts for the majority of its revenue. FIX recently exceeded expectations and raised its full-year guidance, and Artisan believes the company is well-positioned to benefit from ongoing investment in data center infrastructure.
09:30
Yahoo Finance analysis suggests investors should 'stay the course' as S&P 500 sets record highs, citing historical average 12.7% gain in year after new peaks
The analysis notes that despite headwinds such as the war in Iran, high Treasury yields, and inflation, the S&P 500 continues to climb. Historical data, going back to 1950, shows an average gain of 12.7% for the S&P 500 in the year following an all-time high. Additionally, the expected third-quarter S&P 500 earnings growth rate is 28.5%.
09:23
U.S. Takes Minority Stakes in D-Wave, Rigetti, Quantinuum with $300 Million CHIPS Act Funding
The U.S. government is acquiring minority equity stakes in quantum computing companies D-Wave Quantum, Rigetti Computing, and Quantinuum through a combined $300 million CHIPS Act funding deal. This investment aims to scale quantum-computing research. Following the news, shares of D-Wave rose 5.4% to $17.48, Rigetti's stock increased 7.4% to $16.33, and Quantinuum shares climbed 3.9% to $51.56 in premarket trading on Tuesday.
09:21
Two Prime CEO Alexander Blume Says Bitcoin Rally Has More Room as Volatility Shorts Unwind
Blume noted that subdued funding rates and continued call selling suggest the rebound is not yet being driven by excessive speculation.
09:20
LME copper prices surged past $14,700 per ton on Tuesday, reaching a new intraday high. This was driven by an unresolved U.S. review of refined copper tariffs, which has diverted over a million tons of copper to the United States.
London Metal Exchange (LME) copper prices surpassed $14,700 per ton during Tuesday's trading, setting a new historical record. This rally is primarily driven by a regional mismatch in global copper inventories: the U.S. Department of Commerce's tariff review period for refined copper has passed, but the White House has yet to announce its findings. This situation maintains a substantial arbitrage spread between New York and London, continuously attracting over 1 million metric tons of copper globally to the United States. Consequently, LME spot supply has tightened, with LME copper inventories plummeting 32% from a month ago to 205,000 tons. Concurrently, Chinese smelters are importing significant volumes of refined copper due to a shortage of copper concentrate, further boosting demand.
09:19
Intel shares are up almost 5% premarket
09:16
Amazon partners with AT&T to challenge SpaceX's satellite dominance, with AT&T being the first to use Amazon's Leo satellite technology.
Amazon and AT&T announced a new partnership, with AT&T becoming the first wireless company to utilize technology from Amazon's Project Kuiper satellite division, a move aimed at challenging SpaceX's market dominance in satellite communications.
09:16
**UNCTAD Warns: Disruption in Strait of Hormuz Hitting SMEs Hardest, Threatening to Expel Them from Global Supply Chains**
The United Nations Conference on Trade and Development (UNCTAD) stated on Tuesday that ongoing disruptions in the Strait of Hormuz could lead to small and medium-sized enterprises (SMEs) being squeezed out of global supply chains, exacerbating economic concentration and weakening the resilience of international trade. The agency noted that rising energy costs, freight rates, insurance premiums, and financing restrictions disproportionately burden SMEs compared to larger enterprises, making them more vulnerable to shocks. Given that SMEs account for approximately 90% of global businesses, contribute 70% of employment, and 50% of global GDP, disruptions in the Strait of Hormuz pose ripple effects far beyond shipping lanes. Brent crude oil prices rose over 2% on Tuesday to above $99 per barrel, impacted by the conflict in the Middle East.
09:15
Twist Bioscience (TWST) shares rose after Artisan Mid Cap Fund cited the company's growth in DNA demand driven by AI and pharmaceuticals.
Twist Bioscience (TWST) shares rose after Artisan Mid Cap Fund named it a significant contributor in its Q2 investor letter, noting the company benefits from the growing demand for DNA synthesis and data generation in the AI and pharmaceutical sectors. The fund reduced some of its position in the stock during Q2 due to its strong performance.
09:15
Qualcomm and Amazon have established a multi-generational custom AI chip collaboration, jointly developing optical interconnect solutions with speeds of 1.6T and higher. Qualcomm also plans to issue up to 25 million shares of stock warrants to Amazon, targeting next-generation AI data centers.
09:15
Artisan Mid Cap Fund exited its position in Roblox (RBLX) due to significant booking guidance cuts and weak user trends, with RBLX shares down 66.29% over the past 52 weeks.
In its Q2 2026 investor letter, Artisan Mid Cap Fund stated that Roblox Corporation (NYSE:RBLX) shares declined sharply following a meaningful reduction in bookings guidance, driven by weaker top-of-funnel user trends and disruptions from recent age verification and communication safety changes. The fund, while still seeing long-term value in the platform, redeployed capital into other opportunities. Roblox closed at $43.31 per share on September 4, 2026.
09:14
Advanced Micro Devices (AMD) and Marvell Technology (MRVL) continue to grow revenue, with both reporting approximately 17% operating margin in their latest quarters.
The article highlights that both companies are benefiting from the high demand in the AI sector, driven by hyperscalers like Amazon, Microsoft, Alphabet, and Meta Platforms. Investors are advised to monitor the rate and magnitude of AI-related spending, as a potential slowdown could impact their top lines. Additionally, operating margin is a key metric to watch, especially when compared to peers like Nvidia, which reported over 60% operating margin in its latest quarter. AMD recently announced a multi-gigawatt infrastructure agreement with Core Scientific and expanded its relationship with Microsoft, while Marvell Technology appointed Dan Durn as its new CFO and introduced new memory infrastructure components.
09:11
Atha Energy continues streak at Angilak Uranium Project, intersecting uranium in 7 for 7 holes at Rib North: Preliminary results
09:10
Bitmine purchased another $69 million of ETH, with Tom DeMark expecting price uptrend to soon resume
Bitmine, Tom Lee's Ethereum treasury firm, purchased another $69 million of ETH. Analyst Tom DeMark expects the price uptrend to soon resume. At the latest purchase pace, the firm could reach its crypto accumulation goal in another seven weeks.
09:09
Billionaire David Tepper's Appaloosa bought two AI stocks, SpaceX and CoreWeave, in Q2, with Wall Street anticipating potential gains of over 50%.
According to Yahoo Finance, billionaire David Tepper, founder and president of Appaloosa Management, increased his holdings in two artificial intelligence (AI) stocks, Space Exploration Technologies (SpaceX) and CoreWeave, during the second quarter. Wall Street analysts' average price targets for these two stocks suggest SpaceX could rise 50% to $222.32, and CoreWeave could climb 62% to $144.46.
09:08
Qatar's Foreign Ministry: Reopening Strait of Hormuz 'Unconditionally' Is a Top Priority, Diplomatic Efforts Underway Including Talks with China
Qatar's Foreign Ministry spokesperson Ibrahim Al Hashmi stated on Tuesday that Doha is working towards diplomatic solutions to end the US-Iran war, emphasizing that “new ideas are being discussed” with mediators including China. Qatar's Prime Minister and Foreign Minister Sheikh Mohammed bin Abdulrahman bin Jassim Al Thani met Chinese counterpart Wang Yi in Beijing on Tuesday to discuss enhancing regional security and stability, and solutions for the closure of the Strait of Hormuz.
09:07
Iran's state media, citing army, says a U.S. drone was downed over Bandar Abbas; no U.S. confirmation
09:01
"Dr. Doom" Nouriel Roubini: The AI investment boom is not a bubble, but beware of four major macro risks: the Strait of Hormuz blockade, escalating war with Iran, rising bond yields, and a market correction.
Nouriel Roubini, the renowned economist and "Dr. Doom," stated in a Bloomberg interview this week that the AI-driven investment boom is far from over. His optimism is rooted in the massive investments by tech giants in AI infrastructure and the anticipated productivity returns, explicitly stating that the current AI rally does not constitute a market bubble. However, he also highlighted four specific macroeconomic risks: the ongoing blockade of the Strait of Hormuz, leading to sustained high oil prices (Brent crude rose 6% this week due to a new round of US-Iran strikes); a potential escalation of the Iran war after the midterm elections; upward pressure on global bond yields due to expanding fiscal deficits worldwide; and the potential risk of a temporary market correction (the S&P 500's average performance from August to October is typically the worst of the year).
09:00
Mexico Quadruple Homicide Tied to Alleged Bitcoin Robbery Attempt; Two Suspects Face Wednesday Hearing Over Killings Linked to Multi-Million Dollar Bitcoin Wallet
09:00
Saylor retweeted that Strive increased its Bitcoin holdings by 1,375 BTC for $109 million, at an average cost of $79,281 per BTC, bringing its total holdings to 24,531 BTC.
Saylor retweeted ColeMacro's post, which noted that Strive increased its Bitcoin holdings by 1,375 BTC for $109 million, at an average cost of $79,281 per BTC, bringing its total Bitcoin holdings to 24,531 BTC. The post also mentioned that 70% of last week's capital raise came from $SATA, which currently has a nominal outstanding amount of $999 million. ColeMacro stated it's time to break the billion-dollar mark.
09:00
The U.S. has requested South Korea to submit investment projects exceeding $350 billion, surpassing the previously agreed-upon limit. South Korea is now seeking to reduce the agreement amount back to the original ceiling.
According to Yonhap News, the United States has demanded investment exceeding the $350 billion cap stipulated in last year's bilateral trade agreement during trade negotiations with South Korea. South Korea is currently in the final stages of negotiations with the U.S. to bring the actual investment commitment back within the previously agreed-upon amount. The South Korean government plans to brief the National Assembly on the progress of these negotiations on September 17, and a memorandum of understanding could be signed as early as the following day.
09:00
CRO (Cronos) saw a trading volume of $1.59 million in the past hour, 32 times its 7-day average for the same period. It is currently trading at $0.0605.
09:00
Xi Jinping Urges UK to Protect Legitimate Rights of Chinese Investors in First Call with PM Burnham
Chinese President Xi Jinping urged the UK to protect the legitimate rights and interests of Chinese investors and stated that the common interests of the two countries outweigh their differences, during his first phone call with British Prime Minister Andy Burnham.

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