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9/12
09:15
Fundstrat Global Advisors research head Tom Lee believes the crypto market will be "really bullish" over the next 12 months. He attributes this outlook to the market having already endured significant pain, including a $19 billion liquidation event last October triggered by China tariff threats, and the upcoming bottom of crypto's four-year cycle. Lee also highlights the long-term potential of tokenization, estimating a $20 trillion market opportunity from moving $100 trillion in assets onto blockchains. His company, BitMine Immersion Technologies, holds 5.93 million ether and is reportedly $5 billion underwater. Bitcoin is currently trading near $77,315, while Ether has risen 3.2% in 24 hours to about $2,533.
09:08
Yahoo Finance published an article analyzing three stocks to watch as the era of Agentic AI arrives: Palantir Technologies (PLTR), Salesforce (CRM), and Meta Platforms (META). Salesforce's Agentforce AI platform saw its Annual Recurring Revenue (ARR) surge 240% year-over-year to $1.5 billion, while Data 360 ARR tripled to $2.4 billion. Meta Platforms launched Muse, a personal AI agent offering free, $20/month, and $100/month service tiers, aiming to diversify revenue by capturing affiliate and processing fees through features like shopping and travel booking.
08:57
Yahoo Finance analysis indicates that six ultra-high dividend yield companies—Arbor Realty Trust, Medical Properties Trust, Icahn Enterprises, ARMOUR Residential REIT, Orchid Island Capital, and AGNC Investment—face the risk of insufficient dividend coverage, suggesting their payouts may be unsustainable.

Specifically, Arbor Realty Trust has already cut its dividend, but it remains higher than its distributable earnings. Icahn Enterprises saw a significant 68% drop in cash flow, with its EBITDA turning into a $134 million loss. ARMOUR Residential REIT funds its dividends through equity issuance. AGNC Investment's quarterly earnings rely on interest rate swap gains rather than core income. The analysis suggests that the ultra-high yields of these companies may signal impending dividend cuts rather than buying opportunities.
08:52
AMD CFO Jean Hu told investors at the Citi 2026 Global TMT Conference on September 8 that the company's total addressable market (TAM) could reach $2 trillion to $3 trillion by 2030. Previously, AMD had consistently told investors that its addressable market by 2030 was approximately $2 trillion.
08:46
Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, noted that the S&P 500 is only about 2% away from its all-time high, primarily due to a strong corporate earnings environment, with Q2 earnings growing 52% year-over-year. He believes the recent rise in 10-year Treasury yields (reported at 4.93% on Friday, with 30-year Treasury yields near 5.33%) is mainly driven by real rates, reflecting economic growth, AI infrastructure buildout, and a repricing of the Federal Reserve's policy path, rather than surging inflation expectations or a fiscal credibility shock. The market has already priced in expectations for a 25 basis point rate hike by the Federal Reserve on Wednesday.
08:41
Yahoo Finance analysis indicates that after Bitcoin surged 25% in August, September has historically been a poor performing month, with an average return of -2.93%, earning it the nickname "Rektember." However, October ("Uptober") has an average return of 20%, November an even higher 41%, and December an average return of 4%. The analysis suggests that easing geopolitical tensions, strong performance by pro-crypto candidates in the midterm elections, and a favorable macroeconomic outlook for risk assets could all serve as catalysts for a strong Bitcoin price rebound over the next four months.
08:25
Nano-X Imaging reported its second-quarter earnings on September 9, with revenue up 37% year-over-year to $4.2 million, primarily driven by the integration of its Nanox Health IT business. However, the company recorded an impairment charge of $40.7 million, leading to a GAAP gross margin of -1051% and a net loss of $55.5 million. As of June 30, the company's cash reserves had decreased to $31.4 million from $60 million at the end of 2025, with CFO Guy Nathanzon stating that the company's resources raise substantial doubt about its ability to continue as a going concern. To address cash consumption, the company plans to restructure its operations, including outsourcing chip manufacturing and reducing its workforce (67% reduction at its South Korean factory and 15% in Israel), which is expected to save $2 million annually starting in 2027.
08:25
India's Prime Minister Narendra Modi seeks bigger role for BRICS nations in setting global rules.
08:14
Footwear company Caleres (CAL) reported second-quarter earnings, with net sales increasing 5.6% year-over-year to $695.5 million, and adjusted diluted earnings per share rising to $0.47 from $0.35 in the same period last year. The company also raised the lower end of its full-year guidance.

However, the company's performance showed a mixed picture: sales for its brand portfolio (including Sam Edelman, Allen Edmonds, Stuart Weitzman, etc.) surged by 23.6% to $340.6 million, with Stuart Weitzman's "rapid recovery" in the Chinese market being the biggest growth driver. Meanwhile, sales for its core chain brand, Famous Footwear, declined by 6.3% to $374.4 million. CFO Daniel Karpel warned that the company faces an "uncertain tariff environment."
08:14
Analysts project Amazon (NASDAQ: AMZN) stock, currently trading at $251.35 per share (as of Sept. 9, 2026), has the potential to double to $50,000 for 100 shares by 2030. This forecast is based on an anticipated 20% annual earnings growth, driven by strong performance in its higher-margin non-retail businesses, particularly Amazon Web Services (AWS). AWS revenue grew 37% year-over-year in Q2 2026 to $42 billion, with a $496 billion backlog, and CEO Andy Jassy believes it could become a $1 trillion annual business. Custom chips (Trainium and Graviton) are also generating over $25 billion in annualized revenue, further boosting AWS margins.
08:14
Cybersecurity firm Zscaler (ZS) announced its latest quarterly results, with revenue and adjusted EPS both exceeding Wall Street expectations, and issued optimistic guidance for Q1 and the full fiscal year 2027. Despite the strong performance, Zscaler's stock price has still fallen over 20% year-to-date.

The company's Q4 revenue increased 25% year-over-year to $898 million, with annual recurring revenue growing 25% to $3.77 billion. Adjusted EPS was $1.19, higher than the expected $1.09. Zscaler projects Q1 revenue of $935 million-$939 million and adjusted EPS of $1.15-$1.16, both above market expectations.

Zscaler CEO Jay Chaudhry stated that the company's AI security business achieved $100 million in bookings over the past year, with a quarter-over-quarter increase of over 50% in the latest quarter. Management expects this business to begin scaling in the second half of fiscal year 2027.

Hedge fund holdings data shows that the number of funds holding Zscaler stock increased from 46 to 52 in Q2, with AQR Capital Management increasing its stake by 35%, Jericho Capital initiating a new position, and Millennium Management increasing its stake by 238%. Meanwhile, as of August 14, short positions decreased by 16.03%.

Market analysis suggests that the increase in hedge fund holdings indicates a more positive stance from institutional investors, but the market still needs evidence that Zscaler can translate demand for its AI security business into recurring revenue growth.
08:12
Luisa Palacios, an analyst at Columbia University, stated that Venezuela, despite having the world's largest oil reserves, would require years and up to $150 billion in investment to revitalize its oil industry. This would also necessitate rebuilding trust after decades of contract changes, expropriations, and infrastructure decay.
08:11
Yemeni government forces spokesperson Majed Abdullah Nazili stated that they launched airstrikes on Houthi militants and their vehicles along the Red Sea coast on Saturday, destroying vehicles and weapons, and killing some militants. This follows the Houthi forces' capture of the city of Mocha and Mayyun Island on Thursday and Friday, respectively, giving them full control over the Bab al-Mandab Strait, which is crucial for global oil shipping. Additionally, Saudi Arabia has preventatively shut down its east-west oil pipeline after it was attacked by drones on Friday.
08:06
CZ retweeted Eljaboom's post, stating that BNB Chain is becoming an after-hours stock market, with PancakeSwap accounting for 45% of the 7-day tokenized stock trading volume on BSC. Eljaboom noted that the tokenized stock market is rapidly developing and is part of the growing RWA (Real World Assets) market on BNB Chain.
07:46
During his visit to Ireland, Donald Trump criticized Europe for "destroying itself" on trade, energy, and immigration issues, and expressed disappointment that European NATO allies failed to assist the United States on the Strait of Hormuz issue, calling alliance cooperation "disappointing in many ways."
07:42
The global crude oil market is at a "turning point," with energy analysis firm Energy Aspects warning that oil prices are heading for an "upward spiral" due to accelerated global inventory drawdowns, strong demand recovery from China, and disruptions to shipping in the Middle East.

Amrita Sen, founder of Energy Aspects, stated that global crude oil inventories collectively drew down by 120 million barrels in the past two weeks. China's crude oil imports are expected to reach 10 million barrels per day (bpd) in September, an increase of approximately 3 million bpd from June. Influenced by this, on September 10, WTI crude oil futures closed up 6.69% at $102.48/barrel, and Brent crude oil futures rose 6.34% to $107.63/barrel, both reaching new highs since May 19.

In response to market fluctuations, the Shanghai International Energy Exchange (INE) announced on September 11 that, effective from the close of settlement on September 14, it would raise the daily price limit for crude oil and low-sulfur fuel oil futures contracts to 16% and increase the trading margin ratio. China's National Development and Reform Commission (NDRC) also implemented temporary adjustments to domestic refined oil prices at 24:00 on September 11, raising gasoline and diesel prices by 260 yuan and 250 yuan per ton, respectively, which is lower than the increase that would have been implemented according to the mechanism.

OPEC simultaneously lowered its 2026 demand growth forecast to 380,000 bpd.
07:39
Lebanese President Joseph Aoun stated on Saturday, September 12, in Nabatieh that there would be no new negotiations with Israel at this time. This follows the postponement of the next round of US-brokered talks between Israel and Lebanon, originally scheduled for this month in Rome, to October. The postponement comes as Israeli forces continue to bomb and demolish buildings in southern Lebanon. Israeli Prime Minister Netanyahu and Defense Minister Israel Katz issued a joint statement on Thursday, September 10, vowing that Israeli forces would remain in southern Lebanon to prevent Hezbollah from re-establishing its presence in the region.
07:25
Mexican authorities are investigating a clandestine crypto-mining operation in Puebla suspected of laundering illicit funds, Reuters reports. Police discovered 300 GPUs and extensive power infrastructure, with investigators examining whether electricity was stolen from a nearby dam. This comes as organized crime increasingly expands into digital assets; Chainalysis noted global illicit crypto transactions more than doubled to $154 billion in 2025.
07:06
BNB Chain currently leads with 1.5 million users, followed by Robinhood Chain with 1.2 million and Solana with 647,500, according to Token Terminal data. Token Terminal noted that distribution is rapidly becoming a key battleground for tokenized stocks.

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