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9/11
14:36
New research suggests human-written resumes drew more interview requests and positive responses from potential employers than AI-written ones.
14:29
Mitsui, Tokyo Gas and over 20 other Japanese firms established an electricity trading association on Friday to advise the government on long-term trading
14:24
Oracle shares opened 8.5% higher on Friday before turning down 1.65%, as the market worried about massive capital expenditures and negative free cash flow stemming from AI expansion.
Oracle (ORCL) shares opened 8.5% higher on Friday but later fell 1.65% as investors, despite strong AI demand and better-than-expected earnings, began to worry about the company’s surging capital expenditures and negative free cash flow driven by its AI expansion. The company’s first-fiscal-quarter revenue rose 30% year-over-year to $19.3 billion, with cloud infrastructure revenue surging 121% year-over-year to $7.4 billion, and remaining performance obligations (RPO) reaching a record high of $664 billion. However, capital expenditures more than tripled year-over-year to $28.5 billion, and free cash flow was negative $5.4 billion.
14:18
J&J's new surgical robot Ottava is leading the healthcare giant into a lucrative new market, with the company confident in its ability to compete
14:08
The Motley Fool analysts named CoreWeave as their top AI IPO pick, citing that over 75% of its more than $30 billion annual revenue target for 2027 is already locked in through contracts.
Motley Fool analyst Leo Sun points out that CoreWeave, as a cloud AI infrastructure service provider, has significant growth potential despite facing valuation and loss challenges. As of the end of Q2 2026, the company's contracted revenue backlog has reached $104 billion, more than eight times its projected revenue for 2026. Furthermore, NVIDIA holds an 11.5% stake in CoreWeave, making it one of its largest investors.
14:08
Morningstar Editor Predicts Anthropic IPO to Surpass SpaceX as Largest Ever; Amazon and Alphabet Record Billions in Paper Gains
Morningstar's chief global markets editor Tom Lauricella stated that Anthropic's upcoming IPO will likely be the largest ever, surpassing SpaceX. Amazon recorded $53.4 billion and Alphabet $99.03 billion in non-operating pre-tax income from Anthropic markups in Q2 FY2026, making both stocks direct proxies for the IPO. SpaceX's post-IPO volatility, which saw its stock spike 50% then fall below its opening price within three months, sets a template for Anthropic investors.
14:07
Affirm Rallies 5% on Friday, Seen as Technical Unwind Without New Catalyst
Affirm Holdings (NASDAQ:AFRM) stock surged 5% to $71.14 midday Friday, clawing back some ground lost earlier in the week. The rally is attributed to a technical unwind of midweek oversold conditions rather than a new fundamental shift, as there was no fresh company-specific announcement. Peer companies Klarna and PayPal each gained only 1%, suggesting the move is Affirm-specific rather than a sector-wide repricing.
14:02
United States Aug Budget Balance
★★★★★Previous -432BForecast -404BActual -167B Above forecast↑
13:53
US Treasury Secretary Bessent defends $6 billion bond buyback, attributes market instability to Iran conflict
US Treasury Secretary Scott Bessent stated that the Treasury's $6 billion bond buyback, which failed to lower mortgage rates and saw 10-year Treasury yields climb, did not fail but rather received fewer offers than usual. Bessent, in a Thursday evening interview, attributed the market instability to Iran's attempts to create economic problems in the US, emphasizing his role in ensuring market stability during the conflict. The Treasury Department plans to buy back at least $4 billion more in 20- to 30-year bonds in two weeks.
13:52
Yahoo Finance Analysis: Dycom Industries' FY2026 Revenue to Grow 18%, Benefiting from Fiber Infrastructure Demand
Yahoo Finance analysis indicates that U.S. specialty contractor Dycom Industries (NYSE:DY) saw an 18% year-over-year revenue increase in fiscal year 2026, with operating cash flow surging 84% to $643 million, and net profit margin improving from 2% in 2022 to 5%. The company, primarily engaged in fiber optic and data center infrastructure construction, has benefited from multi-year demand for fiber optic and data center infrastructure, as well as government broadband initiatives like BEAD. The analysis projects that data centers will require 214 million fiber miles by 2029. Yahoo Finance's "Hidden Gems" scoring system awarded Dycom Industries a total score of 81 out of 100, rating it "Strong."
13:52
Yahoo Finance analysis: Ciena is a better buy than Adobe in 2026, citing Ciena's record backlog and rising demand
The analysis highlights Ciena's accelerating business, with FY2025 revenue growing approximately 18.8% year over year to nearly $4.8 billion and net income reaching roughly $123.3 million. Ciena's record backlog and rising demand from AI data center customers make it a stronger bet for long-term investors. In contrast, Adobe, a dominant player in creative software, reported FY2025 revenue of nearly $23.8 billion, up 10.5%, with net income of roughly $7.1 billion, but faces intense competition and regulatory risks.
13:47
South East Water Ltd. to Reevaluate Debt Plan After Bond Talks Stall Over Pricing
South East Water Ltd. plans to reevaluate its plans to tap capital markets to raise debt, after initial talks with bond investors stalled over pricing.
13:47
Yahoo Finance Analysis: JPMorgan Chase is bullish on Singaporean tech company JOYY, assigning an "Overweight" rating and projecting an 8.3% dividend yield with 28% upside potential.
Yahoo Finance cited JPMorgan Chase analyst Daniel Chen, who stated that Singapore-based global technology and internet company JOYY (NASDAQ: YY) combines shareholder returns, cash generation, and growing advertising revenue. The analyst gave JOYY an "Overweight" rating with a price target of $96, projecting a 28% upside over the next year. Additionally, JOYY's annualized dividend yield is as high as 8.3%. JOYY's Bigo Live platform is popular in the Middle East and Southeast Asia, and its Bigo Ads is its fastest-growing revenue source.
13:47
Robinhood's Options Trading Business Surpasses Crypto in Revenue, Becoming a Key Growth Driver
Robinhood's event contracts (prediction market) business saw 4.7 billion trades in August, a year-over-year increase of approximately 15 times. Revenue from this business surged over 10 times to $156 million in the July quarterly report, surpassing cryptocurrency to become Robinhood's primary source of trading revenue.
13:44
Pennsylvania Data Center Limits Are a Threat to Gas Firms, Trade Group Says
According to an industry trade group, Pennsylvania Governor Josh Shapiro’s new restrictions on data center development threaten a key source of demand growth for shale gas producers in the state.
13:44
Tesla is ramping up Semi electric truck production, aiming for self-driving by 2027, which Morgan Stanley believes could transform the trucking business and capitalize on high diesel prices.
Tesla's Semi, introduced in late 2017, began high-volume production in April. CEO Elon Musk stated the company aims to offer self-driving Semis by 2027. This move comes as diesel prices have reached a new record, representing a significant opportunity for the EV maker.
13:42
Bitcoin and Ethereum rose after the release of US August CPI data, with analysts believing the data will have little impact on the Federal Reserve's interest rate outlook.
According to data from the U.S. Bureau of Labor Statistics, the Consumer Price Index (CPI) rose by 0.4% month-over-month and 3.4% year-over-year in August, with energy prices being the primary driver. Lewis Huang, an analyst at Bitget, noted that while overall inflation accelerated due to energy prices, core inflation continued to slow, providing the Federal Reserve with room to assess the rise in overall inflation. Analysts generally believe that this CPI data was largely in line with expectations and will have limited impact on the Federal Reserve's September interest rate decision, making the cryptocurrency market more reliant on potential demand and broader financial conditions. Bitcoin prices briefly approached $79,000 before stabilizing around $77,800, while Ethereum prices rose above $2,500.
13:30
MoneyHero Limited's Q3 revenue decreased by 13% year-over-year, but strategic transformation drove a 9 percentage point improvement in profit margins and conversion efficiency. AI transformation reduced technology costs by 50%. The net loss of $1.2 million was primarily impacted by foreign exchange fluctuations.
MoneyHero Limited announced its Q3 2026 financial results, with revenue down 13% year-over-year. Management attributed this to a strategic shift towards cash rewards, which are deducted from revenue under IFRS. The company prioritized margin quality and conversion efficiency, leading to a 9 percentage point increase in approval rates. Its Hong Kong business performed strongly, achieving a segment profit of $0.5 million in the first half of the year with a 21% increase in transaction volume; the Singapore business also recorded a segment profit of $0.2 million in the first half. AI transformation initiatives reduced technology costs by 50% year-over-year through platform integration and engineering workflow automation. The net loss of $1.2 million for the quarter was primarily driven by $3.1 million in foreign exchange fluctuations, rather than a change in operating trajectory. The company plans to re-accelerate organic traffic growth by optimizing its AI search engine and traditional SEO, and anticipates growth in H2 2026 through the launch of a mortgage comparison category in Singapore and expansion in the Hong Kong life insurance market.
13:30
SanDisk's 2,107% one-year surge makes Apple and Microsoft look like value stocks, Morningstar says, as AI storage bends index construction
Morningstar's chief global markets editor Tom Lauricella noted that SanDisk's extreme performance, driven by snapping NAND pricing and triple-digit growth in AI infrastructure demand, has reclassified the two largest S&P 500 companies as discount trades. Value indexes have nearly doubled their tech weighting from 11% at end-2024 to roughly 20% currently, quietly loading 'defensive' ETF investors with more AI-cycle risk than expected. SanDisk reported fiscal 2026 revenue of $20.248 billion, up 175.3%, with non-GAAP EPS of $70.88, and is set to join major S&P benchmarks, pulling passive flows into the stock.
13:27
Military jet's flight plan triggered UK's latest air traffic meltdown, grounding thousands of planes this week
13:25
Yahoo Finance Analysis: Tesla's Q2 Earnings Miss Expectations Yet Receive "Buy" Rating with a Target Price of $389
Yahoo Finance published an analysis stating that despite Tesla's (NASDAQ:TSLA) Q2 earnings per share (EPS) missing expectations by 39% and free cash flow turning negative by $1 billion, analysts still gave it a "buy" rating and set a 12-month price target of $389, representing a 7.07% upside from its recent price of $363.56. The analysis suggests that Tesla's biggest catalysts may still be ahead, with its valuation primarily betting on the scaled development of Robotaxi and Full Self-Driving (FSD). Currently, Tesla Robotaxis have cumulatively driven 380,000 miles across six cities with zero accidents.
13:17
Elon Musk reposts The Boring Company's Steve Davis on tunneling costs: billions per mile is impossible, but $3-5 million per mile enables "epic projects"
Davis stated that building thousands of miles of tunnels would be impossible at costs in the billions per mile, but feasible at $3-5 million per mile. The reposted tweet suggests this cost efficiency is why The Boring Company's Series D funding round, valued at approximately $23 billion, is significant for enabling large-scale urban development.
13:15
Musk tweeted that technology is the most important advantage in war.
13:15
SpaceX CFO Reveals First Orbital Compute Satellites to Launch Next Year, Aiming for Large-Scale Deployment by 2028
SpaceX CFO Bret Johnsen stated at the Goldman Sachs Communacopia & Tech conference that the company plans to launch its first orbital computing satellites (i.e., space data centers) next year, with a large-scale deployment of significant computing power into space expected by 2028. Johnsen also revealed that a Starship flight will take place later this month, marking its first revenue-generating mission, carrying V3 Starlink satellites.
13:14
AMD Expands Into Rack-Scale AI, Eyes $220 Billion Server CPU Market by 2030
Advanced Micro Devices (AMD) executives stated at the Goldman Sachs Communacopia + Technology Conference that the company is expanding its role in artificial intelligence from a semiconductor supplier to a provider of rack-scale systems and software. AMD is positioning its server CPU portfolio for increased demand from agentic AI workloads.

The company reiterated its growth targets of over 60% compound annual growth for its data center business and over 80% for its AI business. AMD also expects its data center business to more than double by 2027, and has increased its estimate for the server CPU total addressable market (TAM) to $220 billion by 2030, up from previous forecasts of $60 billion and $120 billion.
13:14
A Cluster of Polymarket Accounts Won ~$22,000 on Companies Audited by KPMG, Per Bubblemaps Analysis
A mysterious Polymarket user earned approximately $22,000 through a series of nearly perfect bets on the quarterly earnings of 18 companies audited by KPMG, including Wells Fargo, Home Depot, and DoorDash. These dozens of bets began in November of last year and continued for several months, according to an analysis by blockchain forensics firm Bubblemaps.
13:09
Kroger Lowers Full-Year Identical Sales Guidance to 0.2%-0.8%, Resumes Share Repurchases
The grocery giant attributed its Q2 performance to aggressive cost savings and profitable e-commerce growth, which offset a challenging top-line environment. However, it lowered its full-year identical sales outlook from previous expectations, reflecting first-half results and anticipated Q4 pharmacy sales headwinds from the Inflation Reduction Act. The company also resumed share repurchases, totaling approximately $1.2 billion in the first half, with plans to complete the remaining $800 million authorization by year-end.
13:09
Piper Sandler initiated coverage on Marvell (MRVL) with a $270 price target, driving its stock up by 5%.
Piper Sandler analyst David O'Connor initiated coverage on Marvell Technology (NASDAQ:MRVL) with a $270 price target, citing the company's expanding role in AI data centers and custom computing. Boosted by this news, Marvell's stock rose 5% to $237.69 during Friday's trading. Over the same period, Broadcom (NASDAQ:AVGO) shares gained 1% to $364.83, and NVIDIA (NASDAQ:NVDA) stock was flat, up 0.4% to $219.26.
13:07
Elon Musk: Solar energy will eventually account for 100% of energy harnessed
13:04
Yahoo Finance Analysis: BWX Technologies (BWXT) is a Smarter Investment Choice Than NuScale (SMR)
A Yahoo Finance analysis article points out that NuScale's stock price has fallen from its all-time high of $53.43 in October 2025 to approximately $10. This is due to the cancellation of its flagship U.S. commercial deployment project in 2023, the postponement of its Romanian project from 2030 to 2033, significant company losses, and major shareholder Fluor liquidating its holdings. Analysts expect NuScale's 2026 revenue to decline by 21% to $25 million, with a net loss of $181 million, and its current price-to-sales ratio is as high as 169x.

In contrast, BWX Technologies (BWXT), as a leading North American manufacturer of specialized nuclear components, fuel systems, and naval reactor systems, benefits from scale and diversification, with stable revenue and profits. Its backlog of orders reached $7.3 billion by the end of 2025, a 50% increase from the previous year. Analysts project BWXT's revenue and earnings per share (EPS) compound annual growth rates (CAGR) to be 12% and 16% respectively from 2025 to 2028. The article suggests that BWXT is a safer choice in the nuclear energy market.

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