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9/8
13:11
Moerus Capital Management LLC disclosed in its Q2 2026 investor letter that it had initiated a position in CNH Industrial (CNH), believing it to be undervalued.
Moerus Capital Management LLC, an investment management firm, stated in its latest Q2 2026 investor letter that it has initiated a position in CNH Industrial N.V. (NYSE:CNH), a U.S. agricultural and construction machinery manufacturer. Moerus believes CNH Industrial is undervalued and is optimistic about the recovery of the agricultural equipment market. CNH Industrial N.V.'s stock closed at approximately $14.40 on September 7, 2026, with a market capitalization of approximately $22.02 billion.
13:10
The Motley Fool Analysis: TSMC's Gross Margin and Profit Margin Hit Company Highs, Stock Price Expected to Reach All-Time Highs
The Motley Fool noted that TSMC (TSM) recently achieved new company highs in both gross and net profit margins, thanks to its dominant position in global chip manufacturing and its pivotal role in the AI boom. Analysts believe TSMC's stock price is poised to reach an all-time high in the near future.
13:10
Enphase Energy shares rose 5% after its AI data center solid-state transformer modules began production in Texas; SolarEdge shares rose 6%.
Enphase Energy shares rose 5% and SolarEdge Technologies shares gained 6% after Enphase Energy announced that its IQ Solid State Transformer (SST) module had begun production in Texas for AI data centers. SolarEdge also has an SST platform for AI factories.
13:05
Vietnam's FPT to acquire Nippon Seiki's Polish automotive software unit
Vietnamese IT services group FPT has agreed to take over the Polish design and development arm of Nippon Seiki Europe, establishing a new subsidiary in Gdańsk dedicated to automotive software. The acquired unit specializes in automotive embedded software development and has a headcount of 50. The transaction, for which financial details were not disclosed, is set to take effect from October 2, 2026.
13:01
Cramer says Nvidia and Broadcom are big winners from OpenAI's new model release
The two companies are benefiting in their own ways from the success of Astra, OpenAI's new model.
12:59
Lockheed Martin (LMT) shares rose 2.5% intraday after UBS upgraded the stock to "buy" with a price target of $674.
UBS believes that Lockheed Martin's F-35 fighter jet franchise and missile sales will deliver "stronger and more sustained earnings growth than investors currently anticipate," projecting a 9% annual sales growth and double-digit earnings growth over the next 2-3 years.
12:59
Yahoo Finance identifies two nuclear energy stocks to buy before 2026 ends
Yahoo Finance's analysis highlights Uranium Energy (UEC) and BWX Technologies (BWXT) as promising investments, citing the global nuclear market's projected 4.9% CAGR from 2026 to 2033. The report notes Uranium Energy's direct exposure to rising uranium spot prices, which Bank of America analysts expect to reach $130 per pound in 2027. BWX Technologies, as North America's sole large-scale manufacturer of specialized nuclear components, benefits from diversification and a robust backlog, with analysts projecting 12% revenue CAGR from 2025 to 2028.
12:54
Analysis: Novo Nordisk stock 'too cheap to ignore' after 66%+ drop from 2024 high, despite Eli Lilly GLP-1 competition
The Motley Fool analysis suggests that after Novo Nordisk's stock declined over 66% from its 2024 high, traditional valuation metrics like price-to-sales (4x vs 5-year average 8.6x) and price-to-earnings (11.6x vs 5-year average 25.1x) indicate it is attractively priced. Despite facing intense competition from Eli Lilly in the GLP-1 weight-loss drug market and being in a transition period with new oral GLP-1 pills and a volume-driven pricing strategy, the risk/reward balance is seen as leaning towards reward, making the stock 'too cheap to ignore'.
12:53
RIA Beacon Pointe Hires Executives From BlackRock and Vanguard
Newport Beach, Calif.-based registered investment advisor Beacon Pointe Advisors has appointed Katie Cullen, formerly of BlackRock, as chief growth and integration officer, and Sarah Green, formerly of Vanguard, as chief risk and compliance officer. Cullen previously led BlackRock Business Consulting, while Green served as global head of financial crimes and code of conduct at Vanguard.
12:52
58.03 million USDC (approximately $58.03 million) burned on-chain.
12:49
Google Chrome switches to a two-week release schedule, citing AI's impact on security and feature development
Google Chrome has officially moved from a four-week to a two-week release schedule, starting with Tuesday’s launch of Chrome 153. Google stated this change is driven by AI's evolving role in the security landscape, as automated AI tools and community bug reports have increased the volume of necessary patches and updates. The faster cycle aims to reduce the “N-day” patch gap and accelerate the delivery of new features, helping Chrome compete with new AI-assisted browser alternatives and rapidly iterate on its own AI integrations. This move also sets a new industry standard, with Mozilla, Microsoft, and Brave already adopting similar two-week schedules.
12:44
Israeli strikes transform Lebanese city Nabatieh into ghost town
Nabatieh, once southern Lebanon’s economic centre, has become a ghost town as Israel intensifies its attacks.
12:37
Analysts believe PepsiCo (PEP) is a better dividend stock than Coca-Cola (KO) due to its lower valuation and higher yield.
Despite Coca-Cola's stock price rising by approximately 50% over the past three years and boasting higher profit margins, its forward P/E ratio stands at 25x, exceeding PepsiCo's 15x. PepsiCo currently offers a dividend yield of 4.3%, higher than Coca-Cola's 2.4%, and has demonstrated a stronger dividend growth rate over the past five years. Analysts believe PepsiCo has greater upside potential at its current valuation.
12:33
Shopify shares fell 7% to $134.10 and Etsy dropped 6% to $71.93 during Tuesday's midday trading, with no verified company-specific catalyst.
Shopify shares fell 7% to $134.10 and Etsy dropped 6% to $71.93 during Tuesday's midday trading, with no verified company-specific catalyst. The declines stood out against the broader e-commerce sector, as MercadoLibre (MELI) and the Amplify Online Retail ETF (IBUY) both saw more modest 3% drops. Analysts suggest the pressure on Shopify and Etsy may be isolated to these two names, potentially linked to their elevated valuations and positioning, rather than a wider sector-wide selloff.
12:28
Chinese tech giants Xiaomi and Huawei launched new foldable phones this week, aiming to get ahead of Apple's rumored foldable iPhone launch on Wednesday.
Chinese tech giants Xiaomi and Huawei rolled out their latest foldable phones, the Xiaomi 18 Fold and Mate XT2 respectively, on Monday. This move comes ahead of Apple's rumored first foldable iPhone unveiling at an event on Wednesday. Analysts believe there is significant pent-up demand for a foldable iPhone, with Counterpoint Research projecting Apple could capture 25% of the global foldable market this year.
12:25
Morgan Stanley Strategists Say Yen's Recent Surge Is Unlikely to Derail Popular Carry Trades Across Emerging Markets
12:23
Google Cloud and Accenture Partner to Form Joint AI Deployment Unit, Will Train Thousands of Engineers to Accelerate Enterprise AI Adoption
Google Cloud and Accenture have partnered to form a joint unit, "Accenture Gemini Enterprise Business Group," which will deploy engineers to help businesses implement Google's AI tools and services. As part of the agreement, Google will train 1,000 Accenture engineers to build custom AI applications on the Gemini Enterprise platform. This move aims to address enterprise AI deployment bottlenecks and catch up with competitors. According to Ramp's August data, Google accounts for approximately 6% of enterprise AI spending in the US, while Anthropic and OpenAI account for 43.5% and 39.7%, respectively.
12:23
Copper prices hit a new high of $14,694/ton, as Morgan Stanley lowers its global copper mine supply forecast, potentially marking the first annual decline since 2017.
Copper prices on Tuesday (September 8) hit a new record of $14,694 per ton during trading on the London Metal Exchange (LME), closing at $14,673, up 1.5% for the day. Morgan Stanley has lowered its forecast for global copper mine supply growth to flat or even slightly negative. If this materializes, it would mark the first annual decline in global copper mine output since 2017. Chile has lowered its full-year production outlook for the second consecutive quarter, now expecting a 2.6% decrease in annual output.
12:22
Oracle (ORCL) stock jumped 3.4% on Tuesday after three analysts raised price targets ahead of its upcoming fiscal Q1 2027 earnings report.
Oppenheimer, Mizuho, and Guggenheim analysts set price targets of $275, $320, and $400 respectively for Oracle, which currently trades below $165. All three analysts expect Oracle to outperform the market over the next 12 months, citing strong software demand and an additional gigawatt of AI capacity coming online. However, they also expressed concerns about Oracle's massive capital spending to build out AI capabilities, potential debt, and stock sales for fundraising. Guggenheim expects Oracle may need to raise up to $40 billion this year, double the amount already expected, with some coming from stock sales.
12:21
German police arrest suspected power grid saboteur carrying explosives
A 48-year-old man was arrested on Tuesday near the Weisweiler power plant in western Germany, suspected of carrying out a series of sabotage attacks on the country's electricity grid. Police said the suspect was carrying explosives at the time of his detention, and further explosives were found rigged in a nearby tent. The suspect had reportedly claimed responsibility for the attacks, which involved using rockets to shoot wires across high-voltage cables, in letters to German media. Germany's Interior Minister Armin Schuster admitted the incidents could have led to a regional blackout.
12:18
SpaceX stock rises 10% above IPO price, analysts raise target to $280, but some investors warn of "absurd" valuation.
SpaceX (NASDAQ: SPCX) closed at $147.98 last Friday, approximately 10% above its IPO price of $135. Oppenheimer analyst Timothy Horan recently raised his price target from $250 to $280, primarily based on the company's ability to accelerate AI model development through its infrastructure and data amidst the AI hashrate shortage. SpaceX expects its annualized revenue to increase from $31 billion in Q2 to at least $100 billion by December, with cloud services being the largest contributor. However, Morgan Creek Capital founder Mark Yusko warned that SpaceX's valuation of over $2 trillion is "ridiculous," believing its stock price already overreflects future growth.
12:17
24/7 Wall St. analysts project NVIDIA (NVDA) stock could reach $600 by 2030
24/7 Wall St. analysts predict NVIDIA (NVDA) stock could reach $600 by 2030, driven by an anticipated surge in EPS to over $25 by fiscal year 2031, which would imply a 24x forward multiple at that price. Key catalysts include the rapid adoption of its Vera Rubin products, sustained hyperscaler capital expenditure projected at $1.3 trillion in 2027, and continued triple-digit growth in non-hyperscaler AI compute infrastructure revenue.
12:17
Brent crude oil prices are once again approaching $100 per barrel, driven by Houthi attacks and U.S. strikes on Iranian oil tankers.
Brent crude oil prices are once again nearing $100 per barrel, as escalating Middle East tensions, fueled by Houthi attacks and US strikes on Iranian oil tankers, pushed oil prices above $99 per barrel, reaching a three-month high.
12:17
DeSL, a PLM solution provider, has launched a Digital Product Passport (DPP) solution to address the growing compliance requirements in industries such as fashion and retail.
The solution, based on DeSL's PLM platform, aims to help brands create and publish DPPs directly from product, supplier, quality, and certification information managed on the platform. DPPs are currently mandatory for consumer electronics and will be required for the textile industry next year.
12:13
Israeli Academia Accused of Systemic Apartheid Against Palestinian Students in New Legal Report
A legal report published this week by Adalah, The Legal Center for Arab Minority Rights in Israel, alleges that Israeli universities employ a dual-track disciplinary system to target Palestinian students. The report, which documented over 130 inquiries from Palestinian students facing disciplinary proceedings across approximately 40 institutions since the October 2023 Gaza war, concludes that Palestinian students are subjected to an “administrative track” lacking standard procedural protections, while Jewish Israeli students receive “constitutional track” protections. The Technion-Israel Institute of Technology, one of the institutions mentioned, dismissed the accusations as “baseless” on Wednesday, calling the report “part of a broader attempt to discredit Israeli academia and institutions.”
12:10
Samsung Electronics has opened an AI chip packaging R&D center in Yokohama, Japan, aiming to accelerate technological collaboration with Japanese suppliers.
The center, which opened on Tuesday, September 8, will focus on back-end chip manufacturing processes to leverage Japan's expertise in packaging equipment and materials such as adhesives and substrates.
12:06
Harbor Funds Discloses New Position in Regeneron Pharmaceuticals (REGN) in Q2 2026 Investor Letter, Citing Strong Cash Flow and Earnings Measures
Investment management company Harbor Funds revealed in its Q2 2026 investor letter that it has added biotechnology firm Regeneron Pharmaceuticals (NASDAQ:REGN) to its holdings. The fund highlighted Regeneron's strong performance in cash flow and forecasted earnings, robust price momentum over the past 12 months, improving operating margins, and sales growth as key reasons for the purchase. Regeneron Pharmaceuticals closed at $827.72 per share on September 4, 2026, with a market capitalization of $85.21 billion, having gained 2.43% over the past month and 48.22% over the past 52 weeks.
12:06
Uber Stock Falls As Wall Street Sizes Up Tesla's Cybercab Rollout
Uber Technologies (UBER) stock fell on Tuesday, despite Wall Street analysts offering positive takes on the company's efforts to fend off competition. The decline comes as Wall Street assesses the competitive threat from Tesla (TSLA), which late Thursday held an official launch in Austin, Texas, for its "Cybercab," its first vehicle built specifically for autonomous ride-hailing.
12:06
French energy distributor Rubis raised its full-year earnings guidance, with first-half profit up 17%, sending its shares up about 5%.
French energy distributor Rubis reported strong first-half results and raised its full-year outlook. For the six months ended June, the company's revenue increased by 24% to €4.07 billion, EBITDA rose by 18% to €434 million, and net profit attributable to shareholders grew by 17% to €191 million. As a result, management raised its 2026 EBITDA guidance to a range of €775 million to €825 million (previously €740 million to €790 million). Rubis shares rose by approximately 5% in Paris, as the company achieved profit growth through good inventory management and pricing despite high oil prices.
12:01
Samsung Partners Mistral AI to Develop Semiconductor AI Models for Chip Design, Manufacturing
Samsung Electronics announced a strategic partnership with French AI company Mistral AI to develop artificial intelligence models specifically designed for semiconductor design and manufacturing. The collaboration will focus on building and deploying AI solutions for Samsung’s semiconductor operations, including chip design, manufacturing process optimization, and engineering workflows. Samsung plans to integrate Mistral AI’s advanced language models under this partnership.

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