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9/8
11:45
Citi reiterates Buy rating on Ciena (CIEN) with a $658 price target, implying 105% upside, after Ciena reports record Q3 earnings and raises full-year guidance.
Citi's managing director Atif Malik cited Ciena's leadership in optical transport gear and new demand from AI data centers as key drivers. Ciena reported record fiscal Q3 revenue of $1.67 billion (up 37%) and adjusted earnings of $2.11 per share (up 215%), also raising its full-year revenue guidance to $6.42 billion. The bank views the post-earnings sell-off as a buying opportunity.
11:44
Iran's Tasnim News Agency, citing IRGC, claims Iran destroyed a U.S. MQ1 drone over the Strait of Hormuz; U.S. has not confirmed the report.
11:44
Macklowe, a luxury whiskey brand, is betting on premium ready-to-drink cocktails to enhance category accessibility.
Julie Macklowe, founder of the Macklowe brand, stated that convenience is the main driver behind her latest strategy: launching a premium ready-to-drink whiskey cocktail to make the traditionally "snobby" whiskey category more accessible. She also noted that spirits tariffs ultimately punish American consumers by raising prices and could lead to reduced alcohol consumption among younger generations.
11:39
NuScale Power shares spiked 13% and Oklo climbed 7% on Tuesday morning, leading a broader rally in nuclear stocks.
The gains in NuScale Power (NYSE:SMR) and Oklo (NYSE:OKLO) were part of a complex-wide rotation into nuclear names, with the Global X Uranium ETF (NYSEARCA:URA) up 4% against a falling broad market. Analysts noted no fresh company-specific catalysts for the move, and both stocks remain significantly down year-to-date, with NuScale still 24% and Oklo 39% in the red for 2026.
11:37
Nikkei Asia: Inflation Threat May End Japan's Seven-Month Streak of Real Wage Growth
Japan's real wages have seen year-on-year growth for seven consecutive months (as of July), but Nikkei Asia reports that the threat of inflation, driven by an anticipated surge in food and energy prices this autumn, could bring an end to this growth momentum.
11:34
Analysis indicates that pipeline companies can maintain profitability amidst oil price fluctuations due to their long-term, volume-based contract models.
Yahoo Finance analysis points out that pipeline operators charge based on transportation volume through long-term contracts, making their business models immune to oil price fluctuations. For example, Enterprise Products Partners (EPD) achieved a record $2.3 billion in distributable cash flow in Q2 2026, maintained its distribution coverage at 1.9x, and increased its distributions in 2026.
11:33
Indian Prime Minister Modi stated that India's robust growth instills confidence in the world, and reforms will continue.
11:23
New York Fed report shows increased US consumer concerns about personal finances and employment.
U.S. consumers grew more concerned about the job market and their personal financial situations in August, even as their inflation outlook remained largely unchanged, a report from the New York Fed showed on Tuesday. The survey revealed that consumers' expectations for the unemployment rate a year from now rose to the highest level since April 2020, while their assessments of current and future financial situations, as well as their views on credit access, all declined. Inflation expectations for one year ahead held steady at 3.6%, and for five years ahead at 3%, while the three-year ahead expectation edged down from 3.3% to 3.2%.
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.

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