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9/8
14:10
Bloomberg: Top US Retailers and Manufacturers Received Trump Tariff Relief, But Stock Gains Were Insignificant Compared to "Liberation Day" Losses
Bloomberg reports that top US retailers and manufacturers, including Nike and Starbucks, have received long-awaited relief from President Donald Trump's global tariffs. However, for some of the hardest-hit companies, the stock price gains were minimal compared to the significant losses they incurred on "Liberation Day."
14:05
Musk denies Tesla has any plans to withdraw from China, and his mother has also visited China multiple times to "Chinamaxx."
Nikkei Asia reported that Tesla CEO Elon Musk called China "awesome" and strongly denied any plans to disrupt the company's operations in the country. Meanwhile, Musk's mother, Maye Musk, made her second trip to China in less than five months in August, a visit described as "Chinamaxxing." The report noted that despite geopolitical risks, the world's second-largest economy and the richest man still need each other.
14:05
OpenAI releases GPT-6 Astra model, with API pricing 2.5 times higher than its predecessor and exploring "pay-per-performance" model; Anthropic simultaneously releases Claude Fable 5.1, with cached read pricing reduced by 75%.
On September 3, OpenAI released its GPT-6 Astra model, which, according to the latest evaluation by Artificial Analysis, ranks first in performance alongside Anthropic's Claude Fable 5.1. OpenAI has priced Astra's API at 2.5 times the unit cost of its predecessor, GPT-5.6 Sol, and has begun exploring a "pay-per-task-effectiveness" model. Concurrently, Anthropic released Claude Fable 5.1, maintaining its base unit price but reducing the cached read price by 75% to $0.25 per million tokens, which is expected to lower the cost of typical workloads by approximately 25% to 45%. Both companies have secretly filed for IPOs, aiming for a trillion-dollar valuation.
13:58
GameStop's Q2 2026 net income rises to $298.7 million (51 cents/share) from $168.6 million a year ago, and raises full-year adjusted EBITDA outlook to over $650 million from $600 million.
13:49
Tokyo's Shinjuku ward partially bans Airbnb-style rentals amid resident complaints
Tokyo officials have taken steps to sharply limit 'minpaku' (private lodging) operations in the Shinjuku ward, which has the highest number of such rentals in Japan, following a flood of complaints from residents.
13:49
Japan Engine and partners complete world-first large-ship hydrogen engine, cutting CO2 emissions over 95%; first unit to be installed on Mitsui O.S.K. Lines vessel by January 2027.
13:48
U.S. Secretary of State Rubio: The U.S. "obviously will not" follow the UK in sanctioning illegal Israeli settlements.
U.S. Secretary of State Marco Rubio stated that the U.S. "obviously will not" follow the UK in sanctioning illegal Israeli settlements. This comes after the UK said Palestinians in parts of the occupied West Bank face ethnic cleansing by Israeli settlers, and France and Canada have also taken related actions.
13:43
Aristotle Pacific's Jeff Klingelhofer sees mispricing in fixed income, positions funds long duration on Fed Chair Warsh's inflation stance
Aristotle Pacific, which manages approximately $16 billion in assets, employs a relative value bond strategy across fixed income sectors. Portfolio Manager Jeff Klingelhofer believes the market is underestimating new Fed Chair Warsh, who he notes inherits a purely high-inflation environment without disinflationary tailwinds. Consequently, the firm is positioning its funds slightly long duration as a hedge against credit risk. The firm launched three new ETFs on July 30: Aristotle Core Plus Income ETF (ARCP), Aristotle Multi-Sector Income ETF (ARMS), and Aristotle Short Term Income ETF (SDUR).
13:43
Yahoo Finance: Analysts Recommend Buying Pipeline Stock The Williams Companies in September, Not Occidental Petroleum
Yahoo Finance, citing analyst views, points out that despite Occidental Petroleum (OXY) shares rising nearly 50% this year, investors are advised to shift their focus to the more stable midstream pipeline stock The Williams Companies (WMB), considering September is typically the worst-performing month for the stock market. Analysts believe that Williams Companies' business model is less affected by oil price fluctuations, and its natural gas pipeline business is closely linked to the data center and AI infrastructure markets. Its available funds from operations (AFFO) grew 17% year-over-year in the first half to $3.2 billion, and the company has increased its dividend for nine consecutive years.
13:41
OpenAI CFO says enterprise business has been 'on a tear'
13:36
NYU Mathematician Accuses OpenAI of "Fighting Dirty" on Million-Dollar Navier-Stokes Problem
NYU mathematics professor Tristan Buckmaster announced three proofs on Tuesday for one of the major unsolved problems in theoretical mathematics, the Navier-Stokes existence and smoothness problem, which carries a $1 million bounty. Buckmaster alleges that OpenAI obtained information about his team's progress, then leveraged its superior computing resources to rush a formal proof, and later asked him to remove his collaborator Levent Alpöge's credit. OpenAI's head of mathematical research, Sebastian Bubeck, has denied the claims as "false and inflammatory."
13:26
India's NSE Likely to Price IPO at 1,700-1,785 Rupees/Share, Below Earlier Range; May Cut Stake Offered to 5.5%
India's National Stock Exchange (NSE) is likely to price its long-awaited initial public offering at 1,700 rupees to 1,785 rupees a share, below an earlier marketed range of 2,000 rupees to 2,100 rupees. The exchange may also reduce the stake being offered to about 5.5% of the total equity capital from the originally planned 6%, after some shareholders backed out of selling their stakes at the lower price.
13:25
Evercore ISI analyst sees IBM's selloff as an opportunity, believing investors get quantum-computing exposure for free.
13:21
Copper prices surged to an all-time high on Monday, with LME copper reaching $14,617 per ton and Comex copper futures trading at $6.85 per pound, driven by tight supply and tariff expectations.
Copper prices surged to a new all-time high on Monday (September 7), with London Metal Exchange (LME) copper hitting $14,617 per ton and Comex copper futures trading at $6.85 per pound. Market expectations of tightening near-term supply and escalating tariffs were the main drivers. Canada on Tuesday (September 8) imposed a 50% tariff on some U.S. imports, including copper products, in response to earlier U.S. tariff policies. JPMorgan Chase analysts expect copper prices to potentially reach $14,800 per ton in the fourth quarter of this year, with potential for an overshoot.
13:21
Bitwise: Bitcoin-S&P 500 correlation falls to -0.6, lowest since 2015, a level that previously preceded a 9,800% rally
Bitwise's new market report highlights that Bitcoin's rolling 260-day correlation with the S&P 500 has dropped to approximately minus 0.6, marking its lowest level since 2015. The last time this relationship reached comparable levels, Bitcoin subsequently saw a historic rally of roughly 9,800% between mid-2015 and late 2017. While Bitwise cautions that a repeat performance is unlikely due to Bitcoin's increased adoption, it suggests this divergence could indicate scope for Bitcoin to catch up relative to US equities. The asset manager also notes that Bitcoin appears more sensitive to monetary policy expectations, while stocks are more sensitive to global growth expectations, contributing to the current decoupling.
13:20
Yahoo Finance analysis: Invesco S&P 500 Momentum ETF (SPMO) is predicted to outperform SPY through 2027, having gained 150% in the past three years and doubled SPY's year-to-date returns.
The analysis highlights SPMO's dynamic semi-annual rebalancing strategy, which selects the top 100 S&P 500 stocks by price performance, allowing it to adapt to market shifts and maintain resilience during downturns.
13:16
Israeli Strikes Devastate Homes, Displace Families Across Gaza
Israeli strikes hit areas of southern and central Gaza, destroying homes in Khan Younis and sending thick smoke over Bureij camp. Gaza’s Health Ministry reports that Israeli attacks have killed at least 1,352 Palestinians and injured 4,511 since the 'ceasefire' began.
13:12
Data center stock Vertiv is up over 1000% in five years; Trader Mike Khouw sees more gains and recommends an options strategy
Vertiv, an Ohio-headquartered electrical power equipment manufacturer crucial for data centers, has seen its shares surge by 1043% over the past five years. CNBC contributor and trader Mike Khouw believes the stock has further upside. Vertiv CEO Giordano Albertazzi noted strong, broad-based, and accelerating momentum during the Q2 '26 earnings call, where the company raised its full-year guidance, reported 24% net sales growth, and a 410 basis points expansion in adjusted operating margins. Khouw recommends a longer-dated call spread risk reversal options strategy, specifically the January 240/290/340 spread, priced close to "even".
13:11
Moerus Capital Management believes Douglas Elliman (DOUG) stock is undervalued despite recent decline, closing at $1.81 on Sep 7
Moerus Capital Management LLC stated in its Q2 2026 investor letter that residential real estate brokerage Douglas Elliman Inc. (NYSE:DOUG) is currently modestly valued, belying its formidable market presence. The stock's one-month return was -2.19%, closing at approximately $1.81 per share on September 7, 2026, with a market capitalization of about $162.69 million.
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.

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