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9/14
07:28
TD Bank announced it will invest over C$108 billion in Canadian infrastructure over the next five years. This commitment comes as TD Economics research projects that total capital investment across Canada could reach C$1.2 trillion by 2035.
07:22
Bloomberg reports that despite President Trump's consistent criticism of Brazil's impact on the U.S. beef industry, some of the policies he has implemented to lower domestic meat prices will actually benefit Brazil.
07:21
The news of the pending transaction pushed Oklo's share price close to its 52-week low of about $36. Oklo is currently operating mostly pre-revenue, without a commercial reactor or the necessary licensing, but carries a roughly $7 billion market valuation.
07:21
The analysis highlights that Vertex Pharmaceuticals, with its dominant cystic fibrosis franchise and expansion into new disease areas like sickle cell disease, is growing faster and boasts superior operating margins. In FY 2025, Vertex's revenue reached nearly $12.1 billion, with a net margin of approximately 32.7% and a conservative debt-to-equity ratio of 0.2x. Amgen, while a dependable, dividend-paying biotech with diverse brands, reported FY 2025 revenue of nearly $36.7 billion, a net margin of approximately 21%, and a debt-to-equity ratio of 6.3x. Vertex's strong financial position and ambitious R&D pipeline make it a more compelling long-term opportunity for investors.
07:19
The State Bank of Pakistan held its target rate unchanged, as policymakers balance the need to support growth against mounting inflation risks from the Middle East conflict. The move was predicted by most analysts surveyed by Bloomberg.
07:17
According to Patrick De Haan, head of petroleum analysis at GasBuddy, U.S. consumers and truckers have spent an estimated $109.2 billion more on gasoline and diesel since March 1 compared to the same period last year, and this gap is currently widening by approximately $730 million per day. This increase is primarily attributed to the closure of the Strait of Hormuz following U.S. and Israeli strikes on Iran in late February, which pushed WTI crude oil prices to $97 per barrel and gasoline prices to $4.16 per gallon. Diesel prices surpassed $6 per gallon for the first time, reaching all-time highs in 28 states.
07:16
The South San Francisco-based drug developer plans to list on Nasdaq under the ticker "ETRA," offering approximately 21.67 million shares at a price range of $14 to $16 per share. This listing comes amid a resurgence in biotech IPOs, with Electra Therapeutics intending to use the IPO proceeds to fund clinical trials for its lead experimental drug, ipsoprubart, and advance the development of its second candidate, ELA822.
07:16
Iron Mountain CFO Barry Hytinen stated at Goldman Sachs' 2026 Communacopia + Technology Conference that the company's growth portfolio, including data centers, asset lifecycle management (ALM), and digital solutions, is expected to expand by over 20% in the long term. The data center business anticipates over $1 billion in revenue this year, with 110 megawatts leased through July and 325 megawatts scheduled for energization in the next 18-24 months. Digital solutions revenue already exceeds $600 million annually, growing 20% in the most recent quarter.
07:08
Accounting giant Deloitte on Monday raised its full-year forecast for Hong Kong's retail sales to a growth of 8.4 percent year on year to HK$412 billion in 2026. This figure is slightly higher than its February prediction of HK$410 billion for the year. The upgrade is attributed to stronger-than-expected first-half results, boosted by high visitor numbers, positive wealth effects, and rising demand for AI-enabled products. However, Deloitte warned that growth could slow in the coming months due to global economic uncertainties, the US mid-term elections, and Middle East geopolitical tensions.
07:07
Uehlinger's remarks come as the United States faces growing pressure to intervene after Houthi forces seized control of Yemen’s Red Sea coast, though the White House has so far declined requests for direct military strikes.
07:06
AI data centers are being forced to revert to steam boiler solutions until 2030 due to a shortage of gas turbines, with B&W having already signed a $2.4 billion deal to build a 1.2 GW facility for Applied Digital. Applied Digital CEO Wes Cummins stated that the gas turbines ordered by the company might not be delivered until 2032 at the earliest. Musk warned that gas turbines are sold out until 2030 and revealed that SpaceX and Tesla might produce turbine blades themselves, with SpaceX setting up a factory to address casting capacity. Additionally, Google has signed a 22-year nuclear power supply agreement with Finland's Fortum, positioning nuclear energy as a long-term clean power direction.
07:05
Yahoo Finance analysis indicates that CrowdStrike (CRWD) is projected to achieve revenue of $4.8 billion in fiscal year 2026, a 21.7% year-over-year increase, with a net loss of $162.5 million but positive free cash flow of $1.3 billion. In contrast, C3.ai (AI) is expected to see a 35.7% decline in revenue to $250.3 million in fiscal year 2026, with a net loss of $470.4 million and negative free cash flow of $190.7 million. The analysis highlights that CrowdStrike's Falcon platform demonstrates stronger market demand and growth potential in enterprise security, while C3.ai is undergoing a challenging business model transformation.
07:05
The niche MRAM chip manufacturer reported record revenue of $18.7 million last quarter, up 42% year-over-year, but posted a net loss of $3.6 million ($0.15 per share) due to $4 million in legal fees from a patent infringement lawsuit. The company also secured a multi-year $40 million chip contract from a U.S. defense program and formed a strategic partnership with Teledyne. Management aims for $100 million in revenue by fiscal 2029, expecting profitability once legal expenses subside.
07:02
Hang Lung Properties CEO Weber Lo Wai-pak stated on Monday that the outlook for shopping centres in Hong Kong is improving. He noted the company's malls recorded growth in July and anticipates business will be "even better" in the fourth quarter due to a pipeline of new shops preparing to open. Lo believes operators need to use new stores and attractive events to counter locals' preference for cross-border shopping trips.
07:02
The Swiss investment bank estimates that inbound travel revenue to China will more than double its current share of the economy, expanding to 1.5% of GDP with an 8.9% compound annual growth rate from 2025. This would represent 15% of the world tourism market by around 2040, helping to offset weak domestic demand.
07:00
Donald Trump, the US President, dismissed warnings about slowing down artificial intelligence (AI) development as "wacky." Meanwhile, Chinese state media described Anthropic CEO Dario Amodei's call for an AI slowdown as a "Cold War playbook" targeting China.
07:00
Yahoo Finance (The Motley Fool) analysis indicates that a $5,000 investment in the S&P 500 index on March 9, 2009, at the bottom of the Great Recession (when the S&P 500 closed at 676.53 points), would have grown by 1,470% to a total value of $78,510 by September 10, 2026 (when the index closed at 7,591.70 points), assuming dividend reinvestment. The analysis emphasizes that while bear markets and generational crises are painful, they can also present excellent buying opportunities for long-term investors.
07:00
A Yahoo Finance analysis article compared the performance of Ford Motor Company and Tesla in fiscal year 2025. Ford's revenue was nearly $187.3 billion, a year-over-year increase of 1.2%, but it reported a net loss of approximately $8.2 billion; adjusted free cash flow was $3.5 billion. Tesla's revenue was nearly $94.8 billion, a year-over-year decrease of 2.9%, with a net profit of nearly $3.8 billion and free cash flow of nearly $6.2 billion. Analysts favored Ford, believing its commercial vehicle business is stable and generates substantial free cash flow, while Tesla, despite its grand AI vision, raised concerns due to its financial health, including negative operating margins and free cash flow turning negative.
06:48
India's consumer price inflation rose to 4.82% in August from 4.45% in July, marginally exceeding economists' expectations for a 4.80% rise. This marks the tenth consecutive month of acceleration, fueled by rising food and fuel prices, adding pressure on the country's central bank to raise key benchmark rates.
06:43
The analysis highlights that Warren Buffett stepped down as CEO at the beginning of 2026, succeeded by Greg Abel. The author plans to hold shares until 2036 due to Abel's leadership, Berkshire's diversified portfolio (including Apple, American Express, Coca-Cola, Alphabet, Bank of America, and a recent acquisition of homebuilder Taylor Morrison), and its defensive business model spanning insurance and energy operations. Buffett, now 96, built Berkshire Hathaway into a company worth over $1 trillion, with its share price increasing over 6,000,000% in 60 years.
06:43
NVIDIA's latest quarterly adjusted revenue increased by 106% year-over-year, with diluted EPS up 120%. The company projects revenue of $108 billion for the current quarter, exceeding analysts' expectations by $2.5 billion. NVIDIA also forecasts a 70% year-over-year revenue growth for fiscal year 2028, significantly surpassing analysts' estimates of 44%. Despite NVIDIA's expectation that its gross margin will narrow from approximately 75% to 71%-72%, its P/E ratio remains lower than Broadcom's.

Broadcom's latest quarterly adjusted net revenue increased by 86% year-over-year, with diluted EPS up 96%. The company expects revenue of $34.8 billion for the current quarter, slightly below analysts' estimates of $35.03 billion. However, Broadcom CEO Hock Tan anticipates its AI semiconductor revenue to double to $115 billion in 2027 and double again to $230 billion in 2028, with the 2028 guidance exceeding analysts' expectations by $50 billion. Motley Fool analysts believe that despite Broadcom's rapid AI business growth, NVIDIA remains a more attractive investment choice given its scale and projected 70% revenue growth.

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