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9/10
12:03
MarketWatch Analysis: Renewable-Energy Mandates Detrimental to Consumers and Solar Stocks
MarketWatch suggests that these mandates, particularly in "blue states," are a primary cause of higher electricity bills, directly exacerbating the cost-of-living crisis.
12:03
Cathie Wood's ARK Invest Buys $27.9M in Meta, Sells $27.8M in Alphabet Amid Market Debate on Timing
Cathie Wood's ARK Invest bought 43,091 shares of Meta Platforms (NASDAQ:META) worth approximately $27.9 million, while selling 84,392 Alphabet (NASDAQ:GOOG) shares valued at about $27.8 million. This portfolio adjustment comes as Meta has rallied 14% over the past three months and Alphabet has fallen almost 8%, prompting analysts to question if the firm is buying high and selling low. Meta's recent EPS missed estimates, with costs surging 55% and free cash flow collapsing, while Alphabet's Google Cloud posted 82% year-over-year revenue growth.
12:03
24/7 Wall St. Rates Broadcom (AVGO) a Buy, Sees 17% Upside on AI Semiconductor Growth
24/7 Wall St. analysts initiated coverage on Broadcom (NASDAQ:AVGO) with a “Buy” rating and a $426.47 price target, implying 17.2% upside from its current close. The firm projects Broadcom could become one of the world’s most valuable tech companies, driven by its surging AI semiconductor revenue. Broadcom’s AI semiconductor revenue soared 221% year-over-year to $16.7 billion in Q3 FY2026, contributing to an 85.5% overall revenue increase to $29.59 billion. Management forecasts AI semiconductor revenue to reach approximately $115 billion in fiscal 2027 and $230 billion in fiscal 2028, backed by multi-year custom chip deals with major AI labs including Google, Meta, OpenAI, and Anthropic.
12:03
United States EIA Gasoline Stocks Change
★★★★★Previous -1.17Forecast -1.4Actual 1.27 Above forecast↑
12:02
Trump Administration Proposes Eliminating 60-Day Grace Period for H-1B Visa Holders After Job Loss
The Trump administration has proposed eliminating a 60-day grace period that allows H-1B and certain other temporary work visa holders to remain in the U.S. and find a new sponsor after losing their job. Under the planned rule change, published by the U.S. Department of Homeland Security, affected workers would have to leave the country as soon as their employment ends. This move could significantly impact American tech companies that heavily rely on foreign skilled workers, as it sharply compresses the timeline for HR teams to manage layoffs and offboarding for foreign national employees.
12:02
Drone Maker AeroVironment (AVAV) Stock Jumped Early Thursday After Q1 2027 Earnings Beat Estimates With 84% Revenue Increase, Prompting Analysts to Lift Price Targets.
12:02
PE Firms Centre Partners and Altivare Capital Acquire 3PL Navajo Expedited, Plan Further Acquisitions
Private equity firms Centre Partners and Altivare Capital Partners have jointly acquired Navajo Expedited, a third-party logistics (3PL) provider specializing in time-sensitive and temperature-controlled truckload transportation. The acquisition aims to accelerate Navajo Expedited's growth, expand its technology platform, and pursue complementary acquisitions in the freight brokerage sector. Financial terms of the transaction were not disclosed. Analysts note this deal highlights a growing trend of consolidation in the freight brokerage industry.
12:01
NVIDIA will pay a cash dividend of $0.25 per share on October 1, a 2400% increase from previous dividends.
NVIDIA announced in its Q2 FY2027 earnings report that it will pay a cash dividend of $0.25 per share on October 1 to all shareholders of record as of September 10. This marks the second consecutive quarter NVIDIA has paid a dividend of $0.25 per share, representing a 2400% increase from the previous quarterly payout of $0.01 per share.
12:01
Morgan Stanley Sees 25% Meta Gain on AI Upside, Analyst Brian Nowak Targets $815 by 2026
Morgan Stanley analyst Brian Nowak projects Meta Platforms (NASDAQ:META) shares to reach $815 by year-end 2026, implying a 25% gain from current levels and comfortably above Street consensus. Nowak attributes this bullish outlook to AI-driven ad gains, citing a 14% impression surge and an 8% click lift. However, he notes the primary risk is Meta's heavy AI capital expenditure, which has compressed free cash flow from $8.55 billion to $784 million.
12:01
US Diesel Futures Top $5 a Gallon for First Time Since 2022 Amid Deepening Global Fuel Squeeze
12:01
Coinbase CEO Brian Armstrong Reaffirms Bitcoin Price Target of $400,000 by 2030
Armstrong believes Bitcoin could reach this level due to several factors: its adherence to a roughly four-year market cycle, with the current downturn's bottom likely already in around $60,000; potential institutional capital unlock if the CLARITY Act provides clearer regulatory rules; increasing government spending pushing investors towards scarce assets like Bitcoin (digital gold); the GENIUS Act making regulated stablecoins structural buyers of U.S. government debt; and historical price increases ahead of the next Bitcoin halving, expected in 2028.
12:01
Chile will for the first time allow pension funds to participate in the repo market, aiming to boost bond trading volumes and improve liquidity.
Chile will allow local pension funds (AFPs) to participate in repurchase and reverse repurchase agreements for the first time, a move aimed at improving their liquidity management, reducing costs, and boosting trading volumes in an inactive segment of the Latin American debt market.
12:01
JetBlue Shares Fall on Reduced Q3 Available Seat Miles Forecast
12:01
American Eagle shares fell as Q2 comparable sales missed analyst expectations.
12:01
Monument Bank delays retail tokenized deposits rollout to November, citing UK regulatory issues
The London-based challenger bank, which aims to tokenize £250 million ($330 million) in UK retail bank deposits, originally expected to launch "two months ago" but faced difficulties finding a local crypto custodial service meeting strict Financial Conduct Authority (FCA) standards. It has since tapped an FCA-approved Canadian custodian and now anticipates the rollout by November.
12:00
PayPal stock trades 80% below its record high; analysts suggest selling or avoiding it
Digital payment giant PayPal (NASDAQ: PYPL) currently trades at about $52, an 80% decline from its all-time high of $305.13 reached on July 23, 2021. Analysts point to challenges including increased competition, declining transaction take rates (from 2.89% in 2015 to 1.61% in Q2 2026), and stagnant active account growth. Despite cost-cutting and buybacks, adjusted EPS is only expected to rise 1% for the full year. PayPal also rejected a $53 billion takeover bid (at $60.50 per share) from a consortium led by Stripe and Advent International earlier this year. Given these factors, analysts believe it makes more sense to sell or avoid PayPal stock than to buy and hold it.
12:00
Heineken Hires GLP-1 Pitchwoman Serena Williams to Promote Non-Alcoholic Beer as US Alcohol Consumption Hits Historic Lows
Heineken's US chief executive Maggie Timoney explained this week that Serena Williams, who also fronts a GLP-1 weight-loss brand, was named the first global ambassador for Heineken 0.0. This comes as a recent Gallup poll indicates US alcoholic beverage consumption is at historic lows, with investors blaming GLP-1 drugs for suppressing demand. Boston Beer (SAM) and Molson Coors (TAP) have seen volumes and share prices decline, with Boston Beer missing Q2 FY2026 EPS by 24% and Molson Coors' US shipments falling 7% as the broader beer industry contracted 4% in the quarter.
12:00
IonQ shares fell 5.78% to $38.13 after CEO predicted "Q-Day" by 2028 and claimed flat cost curve, while Q2 operating expenses hit $417.3M
IonQ CEO Niccolo de Masi stated at the company's investor day that "Q-Day" (when quantum computing can break current encryption) will arrive by 2028, and that quantum machines are becoming more powerful without proportionally increasing in cost. However, the company's Q2 GAAP operating expenses reached $417.3 million, with adjusted EBITDA at negative $120.3 million. IonQ also announced the completion of its $1.8 billion acquisition of SkyWater and raised its full-year 2026 revenue guidance to $280 million to $290 million. The company's 256-qubit system is scheduled for commissioning in the first half of 2027.
12:00
Yahoo Finance: "Smartest Investors" Continue to Deploy Long-Term Capital Rather Than Time the Market, Despite Inevitable Bear Market
A Yahoo Finance article points out that despite historical data indicating an eventual bear market, the strategy currently being adopted by "the smartest investors" is to continue deploying long-term capital rather than waiting for a perfect market entry point.

The article cites Berkshire Hathaway's net purchase of $23.5 billion in stocks in Q2 2026, ending 14 consecutive quarters of net selling, while holding approximately $365 billion in cash. Concurrently, Bill Ackman's Pershing Square fund also established six new positions in Q2, including Netflix, Visa, and Mastercard.

Analysis suggests these actions indicate that even in a market environment with increasingly stretched valuations (Vanguard projects an annualized return of only 4.2% to 6.2% for U.S. stocks over the next decade), long-term investors tend to adhere to disciplined investment plans rather than attempting to time the market.
12:00
JPMorgan Asset Management's Stephanie Aliaga believes a rate hike will re-establish Fed credibility
11:56
WTI crude oil rose 5.01% intraday, now trading at $100.860.
11:36
United States Q3 Atlanta Fed GDPNow
★★★★★Previous 4.7%Forecast 4.7%Actual 4.4% Below forecast↓
11:19
Crypto mining stocks fell more than Bitcoin amid risk-off sentiment: Cipher Mining dropped 6%, while MARA and Riot were down 4%.
On Thursday morning, Cipher Mining (NASDAQ:CIFR) shares fell 6% to $15.92, while MARA Holdings (NASDAQ:MARA) and Riot Platforms (NASDAQ:RIOT) both dropped 4% to $11.43 and $21.20, respectively. This decline significantly outpaced the 1% drop in the spot Bitcoin ETF IBIT and the less than 1% decline in the Nasdaq 100 ETF QQQ, highlighting the amplified volatility of mining stocks amidst market risk aversion.
11:19
Seagate (STX) Q4 Revenue Jumps 48.5%, Vertiv (VRT) Q2 Up 24.1%; Vertiv Shares Fell 9.63% on Sep 9
Seagate Technology (NASDAQ:STX) reported fiscal Q4 revenue of $3.63 billion, up 48.5% year-over-year, with non-GAAP EPS of $5.71, beating the $5.09 consensus. Vertiv (NYSE:VRT) posted Q2 revenue of $3.27 billion, up 24.1% year-over-year, with adjusted operating margin expanding 410 basis points to 22.6%. Vertiv shares dropped 9.63% on September 9, despite a 109.52% one-year run, while Seagate's stock is up 222.51% year-to-date. Analysts note Seagate's nearline drives are fully allocated through 2027, offering clearer earnings visibility, while Vertiv is seen as a higher-beta bet on AI infrastructure buildout, with plans to acquire UtilityInnovation Group.
11:18
Yahoo Finance Analysis: US AI Data Center Leadership Overstated, Goldman Sachs Expects 50-60% of Planned Capacity to Be Delayed
Yahoo Finance analysis suggests that analysts may have overestimated the US lead in AI data centers. While the US still leads China in data center power consumption at 45% versus 25%, this advantage is far less than the tenfold gap indicated by the number of traditional facilities. Goldman Sachs anticipates that 50% to 60% of planned data center capacity in the US will not be activated on schedule due to grid delays and equipment shortages. The article emphasizes that the true AI advantage of the US lies in its control over advanced accelerators and hyperscale capital, rather than the number of older data centers.
11:18
Coca-Cola (KO) shares surged ~26% year-to-date in 2026, outperforming S&P 500 and all "Magnificent Seven" stocks
Coca-Cola's strong performance, which also saw it outperform Broadcom, is attributed to robust Q2 2026 results, including 7% net revenue growth and 16% adjusted earnings-per-share growth. Meanwhile, the "Magnificent Seven" stocks have largely underperformed due to growing concerns about their AI infrastructure build-out.
11:16
Bitcoin Bancorp Acquires 2,547 Bitcoin ATMs from Bankrupt Bitcoin Depot for $620,750
Court records show that digital asset infrastructure firm Bitcoin Bancorp (BCBC) won a bid to acquire 2,547 ATMs from bankrupt cryptocurrency ATM operator Bitcoin Depot (BTM) for $620,750. Bitcoin Depot filed for bankruptcy protection in May this year, having valued all its property and equipment (98% of which were ATMs) at over $26 million in Q4 2025. Bitcoin Bancorp also acquired related site lease agreements, intellectual property, trademarks, patents, and the BitcoinDepot.com domain name for $110,500. The company expects the remaining closing to be completed next quarter.
11:12
Musk retweeted a post stating that Tesla FSD once faced "relentless fear tactics" similar to the current AI panic.
Elon Musk reposted a tweet from Yunta Tsai, who stated that Tesla's Full Self-Driving (FSD) once faced "relentless fear tactics" similar to the current AI panic, often incited by the same individuals. Yunta Tsai added that FSD has saved countless lives, and the company has been quietly improving the product for years, not for fame or fortune, but to ensure loved ones return home safely.
11:11
Elon Musk retweeted a post by Eva Fox, who stated that Starlink has significantly changed the world by connecting millions of people who previously had no internet access. Musk reiterated his earlier statement, asserting that Starlink has done more to alleviate poverty than any non-governmental organization.
11:11
Elon Musk retweeted Peter Hauge's post, in which Hauge's analysis stated that SpaceX's Starship will have significantly greater orbital launch capability than the European space program, and argued that the European program lacks ambition.

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