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9/13
11:47
Bybit to support WAVES v1.6.4 network upgrade, temporarily suspending WAVES deposits and withdrawals from Sep 13, 2026, 09:00 PM UTC
Bybit will temporarily suspend WAVES deposits and withdrawals starting from Sep 13, 2026, 09:00 PM UTC, to support the WAVES (WAVES) v1.6.4 Network Upgrade, which is expected to take place around 09:40 PM UTC on the same day. Trading will not be affected.
11:45
UnitedHealth Group Raises Quarterly Dividend from $2.21 to $2.32
UnitedHealth Group, the largest managed care and health services company in the US, raised its quarterly dividend from $2.21 to $2.32. Quarterly revenue hit $111.72B (+1.96%) with adjusted EPS of $7.23, beating estimates.
11:45
Texas Instruments Raises Quarterly Dividend from $1.36 to $1.42
Texas Instruments, a designer and manufacturer of analog and embedded semiconductors, increased its quarterly dividend from $1.36 to $1.42. Quarterly revenue jumped to $5.46B (+22.82% YoY), and EPS of $2.14 beat estimates.
11:45
Lowe's Raises Quarterly Dividend from $1.20 to $1.25
Lowe's, the second-largest US home improvement retailer, raised its quarterly dividend from $1.20 to $1.25. The company reported quarterly revenue of $25.96B (+8.34% YoY) and adjusted EPS of $4.40, beating consensus.
11:44
Yahoo Finance analysis: Rivian is a better EV stock buy than Lucid, leading in scaling manufacturing and low-cost models.
The article highlights that Rivian launched its R2 SUV with a starting price of around $45,000 and plans to release even lower-priced R3 and R3X models, positioning it for mass sales. In contrast, Lucid launched its high-end luxury Gravity SUV with a base price of nearly $126,000, and its lower-cost vehicle production has been postponed to late 2027. Additionally, Uber agreed to purchase up to 50,000 Rivian R2s, compared to only 35,000 vehicles from Lucid, indicating greater trust in Rivian's manufacturing capabilities and software development.
11:33
Nearly 14% of Berkshire Hathaway's $359 billion investment portfolio is allocated to American Express, a stock that has doubled in five years.
As of September 10, nearly 14% of Warren Buffett's Berkshire Hathaway's $359 billion public equity portfolio is invested in American Express, with Berkshire holding a 22.5% stake in the company. American Express's stock price has doubled in the past five years and currently trades at 19.5 times earnings, but it is still 17% below its all-time high from December 2025.
11:33
Goldman Sachs projects 6.5 million humanoid robots shipped globally by 2035
The firm's new Physical AI research report sharply upgrades its previous forecast, now expecting 75,000 units in 2026, 890,000 by 2030 (up from 256,000), and 6.5 million by 2035, representing a $138 billion market opportunity led by logistics, warehousing, and automotive. A potential voluntary AI slowdown flagged by Anthropic and OpenAI leaders remains the primary risk.
11:33
Jim Cramer predicts Meta Platforms (META) stock could double in the next 3-5 years.
On his September 11 show, Cramer noted that Meta's stock is currently undervalued, and the $18 billion settlement reached on August 26 significantly reduced legal uncertainties. He also pointed to huge growth opportunities for the company in small businesses and personal assistants. He further praised AMD and Dell Technologies as "the two best stocks" in the current market, recommending a buy on AMD but stating he could not take a position due to his own restrictions.
11:33
Yahoo Finance analysis predicts AMD and ASML will join Micron and Broadcom in the $1 trillion club by 2028
The analysis highlights Advanced Micro Devices (AMD) and ASML Holding (ASML) as two AI semiconductor stocks poised for significant growth. AMD is well-positioned to capitalize on agentic AI with its rack-scale solution Helios, already securing deals with OpenAI, Anthropic, and Meta Platforms. ASML, as the sole producer of advanced lithography machines, is expanding its manufacturing capacity by 30% next year and potentially another 30% in 2028 to meet the booming demand for AI chips.
11:22
Citi Says Global Equity Flows Weaken, While Investor Positioning Remains Relatively Stable
Citi's latest analysis indicates that global equity flows have weakened, though overall investor positioning remains relatively stable. In the U.S., positioning is modestly bullish, but S&P 500 flows are slightly bearish with increased short-selling. European markets saw a more pronounced deterioration in flows, particularly in the DAX with unusually large short positions. Asian markets, especially the KOSPI and Nikkei, show increased bearish positioning. Small-cap equities are an exception, with 93% of positions currently at a loss, posing a risk of unwinding.
11:18
HSBC raises 2026 Brent crude forecast to $90 from $80, sees rebalancing by mid-2027
The bank also raised its 2027 forecast to $85 from $65, and set a longer-term assumption of $75 from 2028 onward. Senior oil analyst Kim Fustier wrote that oil markets are unlikely to rebalance until the middle of 2027, with the forecast assuming fragile understanding between Washington and Tehran holds for Hormuz liquids flows to climb.
11:18
UPS intentionally cut Amazon volumes by over half, with margin data indicating the strategy worked as gross profits and operating cash flow stabilize.
Logistics company United Parcel Service (UPS) decided in early 2025 to scale back its delivery work for e-commerce giant Amazon, citing insufficient profitability despite high revenue. The company ultimately cut its Amazon volume by more than half. This move appears to have worked, as gross profits and operating cash flow are stabilizing and could recover faster than revenue in 2027. Despite soaring fuel costs, UPS's EBITDA and gross margins remain well above 2024 levels, when the Amazon business became untenable. CEO Carol Tomé stated that by "taking control of our destiny," the company's future looks measurably brighter.
11:17
HP Raises Annual Outlook, Citing Record Personal Systems Revenue, Premium AI PC Demand, and Tariff Refunds
The company expects an additional tariff-refund benefit in the fourth quarter. HP anticipates Personal Systems margins to dip in Q4 before gradually returning to its long-term 5%–7% range in fiscal 2027. Print margins are expected at the low end of the 16%–19% target range.
11:17
Yahoo Finance Analysis: Companies such as Republic Services, Rollins, and Grainger are gaining attention due to stable dividend growth and strong financial performance.
Yahoo Finance analysis highlights companies providing essential services such as waste management, pest control, and industrial supplies, including Republic Services (RSG), Rollins (ROL), and Grainger (GWW), for their stable dividend growth and strong financial performance. Among them, Republic Services has delivered a 424% return over the past decade and raised its dividend for the 23rd consecutive year; Rollins reported a 7.9% revenue increase and a free cash flow conversion rate exceeding 115%; Grainger increased its quarterly dividend by 10% and returned $341 million to shareholders.
11:12
Michael Saylor retweeted a MicroStrategy post stating, "Liquidity creates demand, and demand creates liquidity."
11:10
The Motley Fool analyst Chris Neiger: XRP may not see much fluctuation in the next three years, advises avoiding investment.
Neiger pointed out that the growth of Ripple's payment network, RippleNet, does not directly utilize the XRP token, and the launch of an XRP ETF has failed to boost its price. He believes investor sentiment has shifted towards artificial intelligence (AI) companies, which have tangible products and profits, and whose stocks offer high returns with lower risk compared to cryptocurrencies.
11:09
Yahoo Finance analysis: Snowflake's strong Q2 results and Salesforce's AI partnership signal enterprise AI is driving software sector growth
Snowflake (SNOW) reported a strong fiscal Q2 2027, boosting its product revenue target to $6.07 billion from $5.84 billion, with product revenue up 37% to $1.49 billion. CEO Sridhar Ramaswamy noted AI products accounted for about half of this growth acceleration, suggesting AI demand is boosting its core data platform. This performance, along with Salesforce's (CRM) Q2 fiscal 2027 results (revenue up 11% to $11.35 billion) and its Claudeforce partnership with Anthropic, indicates that enterprise AI adoption is translating into real, incremental spending and increasing the value of established software platforms. Following Snowflake's earnings on September 2, enterprise software stocks like ServiceNow, Atlassian, Adobe, Intuit, and Salesforce all rose 3.5% to 6%, and the iShares Expanded Tech-Software ETF gained 3%.
11:09
Yahoo Finance Analysis: Red Violet (RDVT) Converts Record Growth into Real Profits, Q2 Net Income Doubles to $5 Million
Red Violet (RDVT) reported its second-quarter 2026 financial results for the period ended June 30, with revenue increasing 23% to $26.7 million and net income almost doubling to $5.0 million. Gross margin rose from 72% to 76%, adjusted EBITDA grew 48% to $11.2 million, and adjusted net income increased 58% to $7.2 million. Operating cash flow for the quarter surged 42% to a record $10.6 million, and the company added 447 new IDI customers, bringing the total to 10,869. In August, the company completed a public offering, raising approximately $109 million in net proceeds. It currently holds over $160 million in cash with no debt, planning to use the funds for working capital and potential acquisitions.
11:08
Clear Channel Outdoor (CCO) accelerated performance ahead of its privatization, with Q2 revenue growing by 8.7%.
The company's Q2 earnings report, released on August 5, showed an accelerated revenue growth of 8.7% to $438 million as it approaches delisting, with H1 revenue up 10.2% to $811.9 million. Adjusted EBITDA increased by 11.6% to $143.4 million. Clear Channel previously agreed to be acquired by a consortium led by Mubadala Capital for $2.43 per share, with the transaction expected to close by the end of Q3 2026. Despite strong revenue and profit metrics, the company reported a $10 million loss from continuing operations for the quarter, compared to a profit of $6.3 million in the same period last year, and its total debt reached $5.1 billion as of June 30.
11:07
Yahoo Finance analysis: Intel's market cap could reach $900 billion by 2030, up 65% from current levels, driven by 'high teens' annual revenue growth in server CPU market.
Investment bank Piper Sandler rates Intel 'neutral' with a $110 price target, but expects the company to achieve 'high teens' annual revenue growth through 2030. This growth is anticipated to be fueled by increasing demand for server CPUs in AI data centers. Intel reportedly has a server CPU order backlog of over six months and plans to increase server CPU prices by 10% next month. Bank of America projects the server CPU total addressable market (TAM) to grow nearly fivefold between 2025 and 2030, exceeding $170 billion by the end of the decade. Based on these projections, Intel's revenue could approach $100 billion by 2030, potentially boosting its market cap to $900 billion, a 65% increase from current levels.
11:07
LightPath Technologies (LPTH) Q4 revenue hit a record $21.2M, with annual revenue up 92.7% to $71.7M, as its defense pivot strategy showed in the numbers.
The company's fiscal fourth-quarter and full-year results also showed gross margin expanding to 36% for the year and backlog increasing by 197% to $110.9M. LightPath has completed its exit from China, selling its subsidiary there for $4.5M.
10:40
Drone Threats Force Cities to Rethink Defenses, Governments Testing Jammers, Interceptor Drones, and Low-Tech Nets
As drones become cheaper, faster, and harder to detect, cities far from traditional battlefields are confronting the challenge of protecting civilians without creating new risks from falling debris or costly interceptions. Governments are testing various defense measures, including jammers, interceptor drones, and surprisingly effective low-tech nets, to keep pace with rapidly evolving threats.
10:33
Alibaba and Amazon face AI spending challenge: Despite strong cloud revenue growth, both report negative free cash flow due to AI investments
Yahoo Finance analysis indicates that both Alibaba (NYSE:BABA) and Amazon (NASDAQ:AMZN) are grappling with how quickly their AI capacity can translate into cash flow. Alibaba reported a 45% increase in AI Cloud and Compute Services revenue to RMB48.44 billion for the June quarter, with segment adjusted EBITA reaching RMB5.63 billion. However, its group capital expenditures hit RMB67.68 billion, resulting in a negative free cash flow of RMB44.67 billion for the quarter. Amazon's AWS revenue grew 37% to $42.2 billion, with segment operating income at $16.6 billion, but the company also reported a negative free cash flow of $7.6 billion for the trailing twelve months, primarily due to increased property and equipment purchases supporting AI investment. Both companies face the risk that installation costs, competition, and utilization may make returns less attractive than growth rates sugges
10:22
Yahoo Finance Analysis: NVIDIA's older GPUs still command rental prices, but this does not guarantee attractive returns for CoreWeave
Yahoo Finance analysis indicates that NVIDIA's older A100 SXM4 GPUs were benchmarked at $1.05 per GPU-hour as of September 7, while H100 SXM was $3.17. While this supports the durability argument for NVIDIA's hardware, it does not automatically translate into profitable returns for computing infrastructure provider CoreWeave. CoreWeave reported Q2 revenue of $2.575 billion and adjusted EBITDA of $1.510 billion, but also a net loss of $626 million and net interest expense of $640 million, highlighting that rental income must cover significant associated costs.
10:14
Traders hedging stock rally are split on protecting against a fast selloff or a slow grind lower
Investors are looking to hedge as the equity rally stalls in the face of rising interest rates and oil prices, but are divided on whether to protect against a rapid market plunge or a gradual decline.
10:11
Bloomberg Analysis: Former Defense Secretary Esper Urges US to Boost Defense Spending, Harness Silicon Valley Tech for National Security
Amid global conflicts and the rise of China, national security has become central to US economic and industrial strategy. Former Defense Secretary Mark Esper advocates for increased defense spending and better utilization of cutting-edge weapons from tech hubs like Silicon Valley, Austin, and Boston. The space sector presents a significant opportunity, with companies like Apex Space industrializing satellite production and the US exploring ambitious projects such as Golden Dome. However, the new defense-tech boom faces challenges including Pentagon procurement speed, startup production scalability, and the technical and financial feasibility of space-based missile defense.
10:05
The U.S. Social Security program faces a funding shortfall within six years, with bipartisan attention on taxing high-income earners to cover the deficit.
The U.S. Social Security program is projected to face a funding shortfall in Q4 2032, potentially unable to pay full retirement benefits on time. To address this, proposals to tax high-income earners more to fund the program are gaining bipartisan attention. Currently, workers pay Social Security payroll taxes on annual earnings up to $184,500. Analysis suggests that completely eliminating the payroll tax cap could cover 67% of the program's 75-year funding gap.
10:04
MarketWatch Analysis: S&P 500 Companies' Earnings Forecasts Exceed Expectations to an Unusual Degree, AI is the Main Reason
Corporate earnings forecasts have exceeded Wall Street expectations to an unusual degree ahead of this earnings season, MarketWatch reported. FactSet's report on Friday showed that among the 114 S&P 500 companies that have issued third-quarter EPS outlooks, 72 have surpassed expectations, significantly higher than the five-year average of 43 companies. The Information Technology sector has been particularly prominent in issuing optimistic earnings outlooks, with analysis suggesting that artificial intelligence is the main driver behind this phenomenon.
10:01
BWET, an crude oil tanker shipping fund, has surged 3600% year-to-date, becoming the best-performing non-leveraged fund in the US stock market, impacted by the US-Iran conflict.
The U.S. Breakwave Tanker Shipping ETF (BWET), which tracks crude oil shipping prices, has surged approximately 3600% year-to-date as of September 11, making it the best-performing non-leveraged fund in the U.S., CNBC reported. The U.S.-Iran conflict has heightened tensions for oil tanker shipments in the Strait of Hormuz, exacerbating freight rate pressures and turning this once obscure shipping investment into one of Wall Street's hottest trades.
09:44
A vessel was attacked and caught fire in the Strait of Hormuz, the UK Maritime Trade Operations (UKMTO) said.

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