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9/12
09:34
Iranian MP Mohseni-Sani Declares Tehran No Longer Bound by Nuclear Treaty, Driving Brent Crude to $110
Mohammadreza Mohseni-Sani, a member of Iran's parliament's National Security and Foreign Policy Committee, stated on September 12 that Tehran no longer considers the Nuclear Non-Proliferation Treaty (NPT) binding. This declaration, made amidst renewed US strikes on Iran since September 2, has contributed to Brent crude prices rising from $96 to $110 a barrel in eight days. However, no formal notice of withdrawal has been filed, and the Iranian Foreign Ministry has not issued a matching statement. Analysts note that markets are treating the lawmaker's remark as noise until it becomes official policy, with gold falling to $4,319 an ounce and Bitcoin closing at $77,231 on September 12, as equity traders have priced in the conflict without triggering significant fear in crypto markets.
09:30
Dalio and Bloomberg Analysts Reveal $10,000 Investment Directions: Bullish on South Korean Stocks, Water ETFs, Luxury Goods, Gold, and Bitcoin
Against a backdrop of record-high stock markets and ongoing bond sell-offs, Ray Dalio and Bloomberg analysts have offered investment advice. Bloomberg analysts suggest focusing on the South Korean stock market (KOSPI has risen 66% year-to-date, and despite recent significant sell-offs, is still considered relatively inexpensive due to its critical role in AI chips and its valuation), water resource ETFs (such as the Invesco S&P Global Water Index ETF and the First Trust Water ETF), and luxury retailers with strong brand equity, excellent management teams, and a focus on the emerging affluent classes in Southeast Asia and the Middle East. Bridgewater Associates founder Ray Dalio, in his LinkedIn post, stated that given global deficits and currency devaluation trends, he expects non-government-issued currencies like gold and Bitcoin to perform well, recommending an allocation of 10%-15% to gold and a "small amount" to Bitcoin.
09:30
Berkshire Hathaway's Precision Castparts valuation has surged to $100 billion, nearly triple its 2016 acquisition price.
Warren Buffett's "overpriced" acquisition, Precision Castparts (PCC), is now estimated by Barron's to be worth approximately $100 billion, nearly triple its $37.2 billion acquisition price in 2016. PCC produces complex metal castings that are in high demand for engine turbine blades and natural gas turbines needed for AI data centers. This week, GE Aerospace acquired PCC's competitor, Consolidated Precision Products, for $11.75 billion, further highlighting the value in this sector.
09:30
Yahoo Finance Analysis: Dividend Growth ETFs Outperform the Market, But Their Sustainability Is Questionable
The Motley Fool, a Yahoo Finance subsidiary, noted that some dividend growth ETFs have outperformed the broader market. For instance, the Schwab U.S. Dividend Equity ETF (SCHD) delivered a total return of 28.7% in the year ending September 10, 2026, surpassing the S&P 500's return of approximately 18.6% over the same period. The analysis suggests that the current rising interest rate environment favors companies with strong cash flow and shareholder-friendly policies, and historically, dividend strategies have performed well during recessions and periods of rising interest rates. However, market performance is constantly changing, raising doubts about the sustainability of this trend.
09:29
24/7 Wall St analysts predict Meta (META) could double to $1,300 per share by 2030, citing AI ad tools and a data center venture with BlackRock
24/7 Wall St analysts predict Meta (META) could double to $1,300 per share by 2030, citing AI ad tools and a data center venture with BlackRock. The prediction suggests a 101.7% gain from its current price of $644.38, driven by scaling ad monetization through AI-native ranking, new revenue lines from business agents on WhatsApp and Messenger, and a peak in capital expenditure intensity by 2027 allowing free cash flow to reinflate. Meta's 2026 capital budget, including a data center venture with BlackRock, is projected to be up to $145 billion.
09:29
NXP Semiconductors CEO: Company Positioning Itself as a "Physical AI" Leader, Expects Data Center Revenue to Reach $500 Million This Year
NXP Semiconductors (NASDAQ:NXPI) CEO Rafael Sotomayor stated at the Goldman Sachs Communacopia + Technology Conference that the company is combining security, functional safety, real-time processing, and reliability for intelligent edge systems in vehicles, factories, and infrastructure, which he termed "physical AI." He expects the company's data center business revenue to reach approximately $500 million this year, up from $200 million last year, and is poised to continue growing by about 20% next year.
09:26
110 million USDC (approximately $110 million) minted on-chain.
09:19
Elon Musk retweeted Sawyer Merritt, who stated that FSD has become a major driver of Tesla's sales growth in North America.
Elon Musk reposted a tweet from Sawyer Merritt, who stated that FSD has become a major driver of Tesla's sales growth in North America. Merritt suggested that people might be underestimating FSD's boost to Tesla's sales, as many first-time Tesla buyers now cite FSD as their primary reason for purchase, which was not the case earlier this year. He noted a real shift in public perception of the technology over the past 3 to 6 months.
09:15
Perma-Pipe (PPIH) Q2 revenue increased 24.4% year-over-year to $59.6 million, driven by new orders and a joint venture from its Middle East expansion.
The company reported $67.8 million in new orders for the second quarter, primarily driven by demand in oil and gas and infrastructure. As of July 31, the backlog reached $142.3 million, a 17% increase year-over-year. Perma-Pipe signed an MOU with Welspun to form a joint venture in Jordan, marking its first entry into the pipe manufacturing market and participation in Jordan's National Water Carrier Project, as well as reconstruction efforts in Syria, Iraq, and other regions. Additionally, its Qatar facility is now operational, serving QatarEnergy and regional clients, and Saudi Aramco has certified its new product line. The company also secured a $90 million credit facility from JPMorgan Chase.
09:15
Fundstrat's Tom Lee Predicts "Really Bullish" Crypto Market For Next 12 Months, Citing Past Pain and Tokenization Potential
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 Analysis: Palantir, Salesforce, and Meta Platforms are Agentic AI Stocks to Watch
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.
09:00
French Champagne Producers Temporarily Allowed to Raise Alcohol Content Cap to 15% Due to Record Heatwaves
08:58
Iraqi Army Agrees to Iranian Request to Jointly Investigate Drone Launcher Presence on Border
08:57
Yahoo Finance Analysis: Six Ultra-High Dividend Yield Companies, Including Arbor Realty, Face Unsustainable Payout Risk
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 raises its total addressable market (TAM) forecast to $3 trillion by 2030.
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.
08:51
BAHRAIN SAYS IT WILL NOT TAKE PART IN MEETING WITH IRAN OVER HORMUZ STRAIT - STATE MEDIA
08:46
ClearBridge Investments analyst Jeff Schulze stated that despite rising U.S. government bond yields, U.S. equities remain strong due to robust corporate earnings and the fact that the increase in yields reflects economic growth rather than surging inflation. On Friday, the 10-year U.S. government bond yield was reported at 4.93%.
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: Bitcoin has historically performed poorly in September, but typically sees strong rebounds in October and November.
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.
08:36
Yahoo Finance highlights 5 'boring' stocks, including Fastenal (529% ten-year return) and Costco (604% ten-year return), for quietly outperforming the market.
08:36
BRICS Summit Highlights Easing China-India Tensions, Chinese President Xi Jinping Visits New Delhi, China Southern Airlines Prepares to Resume Guangzhou-New Delhi Route
08:25
Nano-X Imaging (NNOX) Q2 revenue increased by 37% to $4.2 million, but cash reserves nearly halved, and the CFO expressed doubts about the company's ability to continue as a going concern.
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 Modi Seeks Bigger Role For Global South In BRICS 2026
India's Prime Minister Narendra Modi seeks bigger role for BRICS nations in setting global rules.
08:21
Trump stated that the United States wishes to distance itself from a war with Iran, downplaying the possibility of restarting peace talks and broader U.S. involvement.
08:14
Caleres (CAL) Q2 earnings beat expectations and the company raised its full-year guidance, but sales at its core brand, Famous Footwear, declined.
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 Predict Amazon Stock Could Double to $50,000 by 2030
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
Zscaler (ZS) reported better-than-expected Q4 earnings and issued optimistic guidance, with a significant increase in AI security business bookings, yet its stock price is still down over 20% year-to-date.
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
Columbia University Analyst: Venezuela's Oil Industry Revival to Take Years and Up to $150 Billion in Investment
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 claim to have launched airstrikes near Mocha targeting Houthi members and vehicles, following the Houthis' complete control of the Bab al-Mandab Strait.
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 that BNB Chain is becoming an after-hours stock market, with PancakeSwap accounting for 45% of tokenized stock trading volume on BSC over the past 7 days.
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
Trump criticized European trade, energy, and immigration policies, and expressed disappointment that NATO allies did not assist the United States in resolving the Strait of Hormuz issue.
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."

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