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9/10
12:37
Hungary's new government, led by Prime Minister Peter Magyar who took office in May with a promise to shift away from former Prime Minister Viktor Orban's pro-China policies, is reviewing previously approved opaque funding and investment deals. Concurrently, it is tightening environmental regulations for factories, a move that is disrupting plans for major Chinese electric vehicle and battery manufacturers like BYD and CATL.
12:36
The average rate for a 30-year fixed mortgage in the U.S. rose to 7.07% on Thursday, according to Mortgage News Daily, up 10 basis points from Wednesday and breaking the 7% mark for the first time since May 2025. Mortgage rates typically move in tandem with the U.S. 10-year government bond yield, which climbed again on Thursday due to surging oil prices. Matthew Graham, COO of Mortgage News Daily, stated that the bond market has been performing poorly recently, initially impacted by U.S. Treasury Secretary Scott Bessent's bond buyback announcement, and on Thursday by an overnight surge in oil prices and a muted reaction to PPI data. Mortgage rates have been steadily rising since the outbreak of the Iran War, having been as low as 5.99% before the conflict.
12:36
The transaction will more than double Shell's company-owned convenience retail sites in the U.S. and add 552 dealer supply agreements. The deal is expected to close in late 2026, subject to regulatory approvals. Shell did not disclose the transaction price.
12:35
Yahoo Finance analysis indicates that appliance giant Whirlpool (WHR) has suspended its common stock dividend, yet some data still show its dividend yield near 7%; beer company Molson Coors (TAP) recently raised its payout but subsequently lowered its full-year 2026 earnings per share guidance by 11% to 15%; motorcycle manufacturer Harley-Davidson (HOG) saw its financial services revenue plummet by 55% after selling loan assets, permanently weakening the profit engine that once supported its dividend. The article suggests that the dividends of these three consumer brand companies all show signs of risk.
12:35
SolarEdge Technologies (NASDAQ:SEDG) shares fell 4% in Thursday's intraday trading after the company unveiled an 800 VDC power architecture framework developed with NVIDIA (NASDAQ:NVDA) at its analyst day. Market analysis suggests investors are more focused on revenue timing than laboratory results. Meanwhile, peers Enphase Energy (NASDAQ:ENPH) and First Solar (NASDAQ:FSLR) both saw their shares rise 2%, while the Invesco Solar ETF (NYSEARCA:TAN) only fell 1%, indicating SolarEdge's decline was a company-specific event rather than a broader industry trend.
12:25
The transaction involves the global exclusive commercialization rights for Rebyota and the US exclusive commercialization rights for Clenpiq, sold by Ferring Pharmaceuticals. The agreement has an initial term of 13 years and includes tiered sales royalties ranging from 5% to 20%, along with other contingent payments.
12:25
The bank estimates that commodity trading advisers (CTAs) and volatility-control strategies retain only about $9 billion of buying capacity if stocks rise, but could generate up to $163 billion in forced selling if markets decline. This creates an 18-to-1 imbalance in favor of sellers. Citadel Securities, Deutsche Bank, and Goldman Sachs data also support the view that systematic strategies have rebuilt equity exposure to near-capacity levels, with September identified as a "tactical downside window."
12:25
Transat A.T. (TSE:TRZ), a Canadian airline and tourism company, reported its third-quarter earnings with revenue up 3% year-over-year to $793 million. However, due to a 50% surge in fuel costs to $138 million, adjusted EBITDA swung from a profit of $81 million in the same period last year to a loss of $1 million. The company recorded an adjusted net loss of $89 million, or $2.18 per share. Transat stated that persistently high fuel prices and intense market competition severely eroded profitability, and it anticipates engine-related costs to continue until at least 2028.
12:20
Tsakos Energy Navigation (NYSE:TEN) reported record second-quarter net income of $139.3 million ($4.40 per share) and first-half net income of $228 million ($7.12 per share) for 2026. The company cited stronger tanker markets, higher profit-sharing income, and continued demand for long-term vessel charters. Adjusted EBITDA for the first half increased 68% to $324 million, with time-charter-equivalent rates climbing 41% to $43,503 per vessel per day. TEN has approximately $3.5 billion in forward committed earnings, with 84% of its operating fleet covered by time-charter arrangements. Management is considering a higher regular dividend and potentially redeeming $120 million of high-coupon preferred shares.
12:19
AI server-related stocks pulled back in Thursday's trading, with Hewlett Packard Enterprise (HPE) falling 4% to $56.37 and Dell Technologies (DELL) dropping 3% to $519.50, both ending a two-day rally driven by strong earnings reports. In contrast, Super Micro Computer (SMCI) shares remained relatively stable, declining only 0.9% to $38.55. Market analysis suggests that the pullback was primarily due to investors engaging in profit-taking after the two stocks had surged 134% and 312% year-to-date, respectively, rather than broader tech sector weakness, as the iShares U.S. Technology ETF (IYW) and Invesco QQQ Trust (QQQ) both fell less than 1%.
12:19
The Mexican peso, currently near its strongest level in over two years, poses a "major challenge" for companies in the country, according to the head of a leading business group (CCE).
12:18
Yahoo Finance analysts believe that despite NVIDIA's dominance in the AI sector and operating profit margins as high as 60%, AMD holds a valuation advantage. AMD's stock price has surged 143% year-to-date, compared to NVIDIA's 20% gain over the same period.

The analysis highlights that AMD's data center business revenue increased by 107% year-over-year, turning a loss into a profit of $2.1 billion. Furthermore, AMD has secured commitments for up to 2 gigawatts of MI450 GPUs from clients such as Anthropic. Given the continuous upward revisions of AMD's 2027 earnings per share estimates, analysts view its risk-reward ratio as more asymmetric and recommend a "buy."
12:18
CoreWeave reported Q2 revenue of $2.575 billion, up 112.3% year-over-year, with $51.6 billion in debt and Q2 interest expense of $640 million, which exceeded its $49 million operating loss. The company must continue tapping debt markets to fund its infrastructure targets. In contrast, Nebius Group posted Q2 revenue of $582.3 million, growing 454%, and holds $8.04 billion in cash against roughly $10.06 billion in total obligations. Nebius covers 50-60% of its capital expenditure with customer prepayments, expecting over $9 billion in 2026 inflows, significantly reducing its dependence on credit markets as the 10-year Treasury yield sits at 4.80% and rate hike probabilities increase.
12:16
Polymarket announced the appointment of veteran executive Warren Jenson as its first Chief Financial Officer. Jenson previously served as CFO at Amazon and currently sits on the boards of companies such as Ripple, Dropbox, and DigitalOcean. This appointment comes as Polymarket works to build its U.S. exchange regulated by the U.S. Commodity Futures Trading Commission (CFTC) and expand its global platform.
12:13
Patrick Palfrey, Head of Strategy at Seaport Research Partners, noted that the current fundamentals of U.S. corporate earnings are exceptionally strong, with analysts' earnings expectations continuously revised upwards. This situation is historically rare, "almost beyond the realm of normal possibility." He believes that S&P 500 component companies saw a 55% year-over-year jump in second-quarter EPS, still growing 35% after excluding unrealized gains. However, the market has underreacted to this positive news, with the high-interest-rate environment suppressing valuations and investors questioning the sustainability of earnings.

Palfrey specifically pointed out that the fundamentals of industrial and transportation stocks are accelerating their improvement, but their stock prices have not yet seen corresponding returns, indicating clear mispricing opportunities. He warned that if the Federal Reserve's interest rate decision next week re-emphasizes the necessity of rate hikes, it could pose a short-term shock to the stock market, even though the market has already priced in approximately a 60% probability of a hike.
12:12
Expedia Group (EXPE) CEO Ariane Gorin stated at the Goldman Sachs Communacopia & Tech Conference that consumers are still traveling despite the average gas price reaching a record high of $4.15 per gallon in the US over Labor Day. She noted a 35% increase in searches during the Labor Day period, primarily focused on vacation destinations such as Las Vegas and Mexico. Looking ahead to the fall, searches for cities like Chicago, Boston, and New York have increased, with consumers showing a greater tendency to use budget or all-inclusive filters to find deals. Expedia's Q2 revenue grew 14% year-over-year, and adjusted EPS increased by 36%. The company has raised its full-year 2026 revenue growth guidance to 9%-10% (previously 6%-9%), with total gross bookings projected to reach up to $130.8 billion.
12:09
A rare inversion has occurred in Oracle's options market, with call option prices exceeding put option prices, whereas typically put options are more expensive. Julia Spina, Research Head at IG Group North America, noted that this phenomenon, occurring ahead of Oracle's Q1 earnings release, may reflect optimistic market expectations regarding the conversion of the company's remaining performance obligations (RPO). Oracle's stock price has fallen 32% over the past 12 months, with free cash flow at negative $24 billion, and the company plans to raise $40 billion through debt and equity financing to cover capital expenditures. Analysts believe it would be a mistake to interpret this asymmetric options ratio as a directional signal.
12:08
A centuries-old tin company backed by funding from the US Department of Defense agreed to buy as much as 100% of the metal concentrates produced by an Australian mining firm under a multiyear offtake agreement financed by STG Metals.
12:08
Yahoo Finance reports that analysts generally give Rocket Lab (RKLB) stock a "Strong Buy" rating, with a 12-month price target of $113.76, more than 70% higher than its current price.

The stock has fallen 57% from its late May high, mainly due to increased attention on competitor Space Exploration Technologies, a planned $8 billion acquisition of Iridium Communications, and the delay of the Neutron rocket launch until 2027. Although the company is currently unprofitable and speculative, its Electron rocket has completed 94 missions and has a customer order backlog of $2.36 billion.
12:08
Designer Brands, the parent company of DSW, reported adjusted earnings per share (EPS) of $0.34 for the second quarter, surpassing market expectations of $0.26. However, revenue declined by 1.2% year-over-year to $730.6 million, slightly below the anticipated $744.7 million. The company's gross margin significantly improved from 43.6% to 47.9%. Designer Brands raised its full-year revenue guidance to flat to 1% growth (previously a decline of 1% to 1% growth) and increased its adjusted EPS guidance to $0.47-$0.52 (previously $0.28-$0.38).
12:08
Bloom Energy (BE) recorded nearly $350 million in single-day options trading volume on September 8, with call options outnumbering put options by 50%, and its stock price rose by 11% that day. This followed the purchase of the company's stock and call options by U.S. House Speaker Nancy Pelosi's spouse in late July, after which Bloom Energy was included in the S&P 500 index.
12:08
Permian Basin natural gas has traded at negative prices for 118 of the first 131 trading days this year, indicating a persistent oversupply due to insufficient pipeline capacity. Chevron's subsidiary Energy Forge One has partnered with Microsoft to build a gas-fired power plant near a data center campus in Texas, aiming to utilize this excess gas for electricity generation.

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