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9/8
11:20
Hewlett Packard Enterprise (HPE) Shares Jumped Nearly 90% in Q2 2026, Driven by Surging AI Server Demand
Harbor Mid Cap Value Fund highlighted Hewlett Packard Enterprise Company (NYSE:HPE) as a top contributor to its Q2 2026 performance. The US-based information technology company's shares were up nearly 90% in the second quarter due to surging AI server demand and a successful integration of its Juniper Networks acquisition. HPE also reported record revenue with earnings per share significantly beating estimates. Over the past year, HPE shares have risen 127.30%.
11:19
Arrow Electronics (ARW) stock up 70.76% over past year, cited by Harbor Mid Cap Value Fund as Q2 contributor from AI infrastructure buildout
Arrow Electronics (ARW) stock up 70.76% over past year, cited by Harbor Mid Cap Value Fund as Q2 contributor from AI infrastructure buildout. The company's shares were up nearly 50% in Q2 2026, benefiting from the buildout of AI infrastructure, according to the fund's latest investor letter.
11:19
Harbor Mid Cap Value Fund disclosed in its Q2 2026 investor letter that it had reduced its stake in State Street (STT).
The fund stated that the reduction in its stake was due to the rise in State Street's stock price, following the company's strong earnings report which showed increased fee-based revenue, expanded assets under management and custody, and increased dividends and share buybacks. State Street's stock price has risen by 73.23% over the past year.
11:18
Impax US Sustainable Economy Fund noted in its Q2 2026 investor letter that Verizon's stock price decline was due to investors shifting towards growth and cyclical stocks, as well as concerns over its subscriber losses and capital expenditures.
Impax US Sustainable Economy Fund, in its Q2 2026 investor letter, analyzed that telecom giant Verizon Communications (VZ) saw its stock price decline during the quarter. This was primarily due to a market shift away from defensive, income-generating stocks towards growth and cyclical sectors like AI and technology. Additionally, investors were concerned about Verizon's subscriber losses in the highly competitive wireless market and the substantial capital expenditures required for network infrastructure investments.
11:18
United Natural Foods (UNFI) Reports Q4 Adjusted EPS of $0.69, Full-Year Adjusted EBITDA Up 27% to $701M; Authorizes New $200M Share Buyback and Issues FY27 Guidance
United Natural Foods (UNFI) reported fourth-quarter adjusted earnings per share of $0.69 and full-year adjusted EBITDA of $701 million, a 27% increase from the prior fiscal year, with record free cash flow of $323 million. The company's net leverage fell to 2.2 times. UNFI also authorized a new $200 million share repurchase program and provided fiscal 2027 guidance, projecting sales of $31.2 billion to $31.8 billion, adjusted EBITDA of $730 million to $780 million, and adjusted EPS of $3.00 to $3.50.
11:12
AMD rose 6.11% intraday, now trading at $506.740.
11:12
Vitalik Buterin reposted a new thread about Mempool Account Transaction Capacity (MATCHA), introducing how it limits DoS risks through on-chain activity.
The post states that Frame transactions allow applications to customize validation and gas payment logic, but receiving a large number of pending transactions from a single sender creates a DoS risk. MATCHA aims to mitigate this risk by making each additional admission cost capacity earned through completed on-chain activity, allowing multiple users to share a sender without whitelisting applications, payers, or proof systems.
11:09
China Ships Out First Sulfuric Acid Cargo Since Halt on Exports
China has allowed its first outbound shipment of sulfuric acid since May, offering some relief to copper producers squeezed by a global shortage after the Iran war choked off Middle East supplies.
11:08
US Treasury Secretary Scott Bessent will announce the amount of long-term debt buybacks this week to stabilize government bond yields.
U.S. Treasury Secretary Scott Bessent will announce the specific amount of long-term government debt buybacks this week, a move aimed at stabilizing government bond yields. This comes after crude oil futures hit a three-month high in early Tuesday trading, driven by market concerns over a potential escalation of the U.S.-Iran conflict, alongside fluctuations in 10-year government bond yields.
11:08
Corning Shares Rise After Multi-Billion-Dollar Network Deal With Verizon
Corning (GLW) shares rose Tuesday after the fiber optic equipment supplier announced a multi-billion dollar deal with long-time customer Verizon Communications (VZ) for fiber optic and connectivity products.
11:07
Musk retweeted European Commission President Ursula von der Leyen's post, announcing the immediate launch of satellite connectivity cooperation, which will significantly improve internet access in Greenland.
European Commission President Ursula von der Leyen stated that the new cooperation will take effect immediately, with significantly improved internet access in North Greenland in the coming days, and better, faster internet also reaching remote communities in East Greenland by October.
11:06
ZKsync developer Matter Labs open-sources Prividium permissioning engine; Bundesbank tests DLT platform
ZKsync developer Matter Labs has open-sourced the permissioning engine of Prividium, its distributed ledger technology (DLT) platform for financial institutions. The Deutsche Bundesbank is testing the platform in its own infrastructure. Matter Labs stated that open-sourcing the engine allows institutions to run a permissioned chain from public code in their own environment, inspect and modify the core code, and reduce reliance on a single vendor.
11:05
ECB's Elderson: European Banks' Profitability Catches Up With US Peers, But Fragmentation Limits Long-Term Competitiveness Amid €1.2 Trillion Annual Investment Need
10:54
Bloomberg: $320 Million Crypto Heist Exposes Vulnerabilities in Wallets, Custody, and Settlement Systems
Bloomberg reports a $320 million theft in the crypto space, exposing the vulnerabilities that still exist in cryptocurrency wallets, custody, and settlement systems as they seek to attract banks and institutional investors.
10:52
Impax US Sustainable Economy Fund noted in its Q2 2026 investor letter that Applied Materials (AMAT) was a significant performance contributor, benefiting from a recovery in semiconductor capital expenditure and an upward revision in its full-year guidance.
Impax US Sustainable Economy Fund highlighted in its Q2 2026 investor letter that US GPU manufacturer Applied Materials (Nasdaq: AMAT) was a significant contributor to the fund's performance. The letter noted that Applied Materials benefited from a recovery in semiconductor capital expenditure, as major logic and memory chip manufacturers restarted previously delayed investment plans, leading to strong orders and an upward revision of the company's full-year guidance. Applied Materials' stock price has risen by 180.60% over the past year, but has fallen by 12.91% in the past month.
10:52
Adobe (ADBE) Declines as Investor Hopes for AI Monetization and Competitive Pressure Weigh on Sentiment
Impax US Sustainable Economy Fund stated in its Q2 2026 investor letter that Adobe's stock declined due to elevated investor expectations regarding the pace of monetization from its AI-integrated creative tools and competitive pressure from lower-cost generative AI platforms. Adobe closed at $266.51 per share on September 4, 2026, having declined 2.36% over the past month and 25.69% over the past year.
10:51
Iran's IRGC Navy Claims Capture of U.S. Unmanned Submarine Near Strait of Hormuz Entrance
Iran's Islamic Revolutionary Guard Corps (IRGC) Navy claims it captured a U.S. unmanned submarine near the entrance to the Strait of Hormuz. The IRGC stated the operation relied on intelligence and operational planning, describing the vessel as an advanced autonomous submarine that entered U.S. service in 2025. Iran said the submarine remains in its possession and that images will be released later. The claim has not been independently verified.
10:51
Kraken Says Withdrawals Are Stuck, Affecting 23 Services
Kraken informed customers on Tuesday that withdrawals were stuck, marking the second service fault the exchange disclosed in a single day. The notice was issued shortly after 2 p.m. UTC. While Kraken stated it had identified the cause, it did not provide a timeline, a list of affected coins, or details of the issue. The company's status board listed 23 of its 725 funding services as degraded, though most of these issues predated Tuesday. On September 4, Kraken had also paused deposits across more than 20 blockchain networks, including Cosmos (ATOM) and Celestia (TIA), an incident that remains unresolved.
10:50
Starbucks Shares Up 24% This Year While Dutch Bros Is Down 24%; Analyst Recommends Dutch Bros as a Buy in September
According to Yahoo Finance, Starbucks (NASDAQ: SBUX) stock has gained over 24% this year, while Dutch Bros (NYSE: BROS) has lost about 24%. Analyst Lawrence Rothman, CFA, recommends Dutch Bros as the better investment opportunity for September, despite both stocks having high price-to-earnings (P/E) ratios (Starbucks at 60, Dutch Bros at 66). Rothman highlights Dutch Bros' significant growth potential, particularly in the domestic market and its untapped international expansion, supported by a financially disciplined growth plan. Starbucks, while showing progress in its turnaround, has more limited expansion opportunities.
10:50
Hungary orders 10 Russian diplomats to leave Budapest over "unacceptable" activities; Russia vows "harsh and painful" response
Hungarian Foreign Minister Anita Orbán stated that the decision was made to protect Hungary's security and sovereignty, marking a pivot away from the previous pro-Kremlin stance under the new government. Russia's foreign ministry spokeswoman warned of a "harsh and painful" response to the expulsions.
10:49
Apex Group CEO Peter Hughes stated that regulated tokenization could revolutionize private credit, offering 24/7 access, secondary market liquidity, and the potential to end 7-10 year lock-up periods.
10:49
Bloomberg's Odd Lots podcast discusses how Mexican cartels use farm equipment for money laundering
On the Odd Lots podcast, journalist Oliver Bullough joined hosts Tracy Alloway and Joe Weisenthal to explore how Mexican cartels utilize heavy farm equipment to launder money, highlighting criminals' constant search for creative methods to move cash.
10:46
Micron Technology (MU) Surged in Q2 2026 as High-Bandwidth Memory Demand for AI Accelerated, Impax Fund Says
Impax US Sustainable Economy Fund highlighted Micron Technology as a material contributor to its Q2 2026 performance, noting the stock surged due to sharply accelerating demand for high-bandwidth memory (HBM) in AI training and inference applications. The data center build-out by hyperscale providers significantly uplifted Micron's pricing power and volume outlook, leading the company to revise its forward guidance meaningfully higher. Micron Technology (NASDAQ:MU) closed at $1,016.59 per share on September 4, 2026, with a one-month return of 18.07% and a 52-week gain of 673.31%, reaching a market capitalization of $1.15 trillion.
10:43
U.S. Treasury Sanctions 27 Iranian Airlines and Other Entities, Warns of Global Financial System Cut-off
The U.S. Treasury Department on Tuesday sanctioned 27 Iranian airlines and a handful of other entities as part of its ongoing "Operation Economic Outcast" to isolate Iran's economy. Treasury Secretary Scott Bessent warned that anyone doing business with these newly sanctioned airlines is at risk of being cut off from the global financial system, as the war spreads and places more pressure on global energy prices.
10:34
Mexico's August light vehicle production fell 1.4%, while exports rose 1.3%
According to new data from INEGI, Mexico's light vehicle production in August totaled 344,940 units, a 1.4% decline year-over-year. Exports increased by 1.3% to 300,475 vehicles. General Motors was the largest producer and exporter, with production up 18.1% and exports up 16.8%.
10:24
"Big Short" Burry Avoids AI Stocks, Heavily Invests in Undervalued Equities
Michael Burry, founder of Scion Asset Management, has revealed his latest portfolio, showing a significant shift towards heavily weighting out-of-favor stocks rather than chasing AI giants. His largest holdings include call options on UnitedHealth (UNH), accounting for 18.88% of the portfolio, followed by Regeneron Pharmaceuticals (REGN) call options (18.16%) and Lululemon (LULU) call options (16.43%).

Burry believes that companies such as UnitedHealth, Lululemon, Estée Lauder, and JD.com are significantly undervalued, and he is betting on a strong rebound for these stocks. He described Lululemon as "shockingly cheap," and despite its stock price falling 52% year-to-date, he is bullish on the company's strong balance sheet and near-zero debt. Regeneron Pharmaceuticals reported non-GAAP earnings per share of $14.29 in the second quarter, significantly exceeding the consensus estimate of $8.00.
10:24
IREN Surges 7% on Conditional ERCOT Status for 2GW Sweetwater Hub, Applied Digital Climbs 6%
IREN Limited (NASDAQ:IREN) shares surged 7% after its 2GW Sweetwater Hub in Texas received conditional inclusion as Base Load in the Electric Reliability Council of Texas (ERCOT) Batch Zero process, an early review step for facilities expected to draw very large amounts of electricity. The company stated that grid interconnection is emerging as the scarcest input in the AI compute buildout. In sympathy with the AI data center trade, Applied Digital (NASDAQ:APLD) shares also climbed 6%. IREN CEO Daniel Roberts noted that new grid capacity is “the scarcest input in this entire industry,” with active pricing discussions running near $25 million per MW.
10:23
The Motley Fool Analyst: Broadcom's AI Hardware Business Shows Strong Growth, Raising FY2027 AI Semiconductor Revenue Guidance to $115 Billion
The Motley Fool analyst Keithen Drury wrote that Broadcom is a smarter investment choice than Advanced Micro Devices (AMD) in the AI hardware sector. The analysis indicates that Broadcom's AI semiconductor revenue reached $16.7 billion in the third quarter of fiscal year 2027 (ending August 2), a year-over-year increase of 221%. The company also raised its AI semiconductor revenue guidance for fiscal year 2027 from $100 billion to $115 billion, with an expectation to double to $230 billion in 2028. The analyst believes that Broadcom has strong growth momentum in custom AI chips and a more attractive valuation compared to AMD.
10:22
U.K. Sells £4.25 Billion ($5.75 Billion) Long-Term Debt at Highest Yield Since 1998
10:20
Lookonchain: An Ethereum OG Whale Sold 11,023 ETH ($27.23M) via Wintermute

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