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9/14
13:00
Yahoo Finance analysis indicates that Microsoft's investment in AI infrastructure demonstrates greater spending discipline, with $678 billion in commercial remaining performance obligations (RPO) and internally funded capital expenditures, outperforming Alphabet's faster Google Cloud growth achieved through $70 billion in new debt financing. Microsoft reported $90.01 billion in revenue for Q4 FY, with Azure growing 43% year-over-year, annual revenue exceeding $100 billion for the first time, and generating $66.99 billion in annual free cash flow. In contrast, Alphabet reported $119.8 billion in Q2 revenue, with Google Cloud growing 82%, but had negative free cash flow of $5.86 billion and paused stock buybacks to support AI development. Furthermore, Microsoft Copilot has over 30 million paying users, while Alphabet's Gemini boasts 950 million users, though its enterprise revenue conversion remains unclear.
12:53
Al Jazeera reports that Brent crude has risen above $100 a barrel due to the war in Iran disrupting shipping through the Strait of Hormuz. Additionally, the Houthis' capture of Mayun Island is raising concerns over another major oil route through the Bab al-Mandeb.
12:50
The Securities and Exchange Commission issued an order granting exemptive relief from certain Inline XBRL requirements adopted on Dec. 16, 2024. More specifically, the Commission is granting exemptive relief from filing or submitting certain items.
12:45
The Chinese AI startup plans to hire Yan Wentao, a partner at venture-capital firm GL Ventures, as its first chief financial officer. DeepSeek is preparing for a potential listing on Shanghai's technology-focused STAR Market. Yan's appointment is seen as a significant step in DeepSeek's transformation from a research-focused lab into a more conventional corporate structure. The company was valued at about 500 billion yuan ($74 billion) in an ongoing fundraising round in July, following a $7.4 billion raise in June at a post-money valuation of over $50 billion.
12:45
The suite aims to help financial advisors automate research, meeting preparation, and document processing tasks, and has established connections with custodians, asset managers, and wealth technology providers such as BlackRock, Charles Schwab, and Vanguard. It also supports existing integrations like Microsoft 365 and Salesforce. Anthropic stated that the product is not designed to replace existing tools, but rather to enhance advisor productivity by providing workflow skills.
12:44
According to a Yahoo Finance analysis, the iShares Core MSCI Emerging Markets ETF (IEMG) and Schwab Emerging Markets Equity ETF (SCHE) present distinct choices for investors. SCHE features a lower expense ratio ($6 vs $9 per $10,000 invested annually) and a higher dividend yield, alongside lower price volatility. In contrast, IEMG, with a higher 40% allocation to technology stocks (compared to SCHE's 31%), has outperformed SCHE over the past 12 months and slightly over five years, but carries higher volatility. The choice between them depends on an investor's risk tolerance and portfolio needs.
12:38
Ethereum has surged nearly 58% quarter-to-date, poised to end its first-ever three consecutive quarters of decline. Currently trading at $2,510, up 1.34% intraday, Ethereum has broken above its 200-day moving average and is testing the $2,566 resistance level. Despite retail sentiment remaining in bearish territory, Bitmine Immersion Technologies holds 5,929,198 ETH as of September 7, making it the largest corporate holder. Wall Street strategist Tom Lee predicts that Ethereum could see strong performance in Q4 if the CLARITY Act passes this year.
12:35
Nigerian billionaire Aliko Dangote has launched an initial public offering (IPO) for roughly 3% of his Dangote oil refinery, seeking to raise as much as $2.1 billion. Dangote stated that he wants ordinary Nigerians to share in the success of the refinery, which began production in 2024 and now supplies over 70% of Nigeria's energy consumption. The IPO is expected to last for a month, with a minimum purchase of 10 shares, costing approximately $4.
12:35
CoreWeave CEO Michael Intrator stated at a recent tech conference that the company is "working every day to meet demand," calling it a "unique moment" for their business. He noted that demand for leading chips remains strong, which is a good sign for investors concerned about a potential slowdown. The company's second-quarter sales grew 112% to $2.6 billion, but it reported an operating loss of $49 million and interest costs of $640 million. Despite this, adjusted EBITDA reached $1.5 billion, double the amount from a year ago.
12:33
Pave Finance, a New York-based artificial intelligence-backed trading and portfolio management platform for financial advisors, announced it has raised over $15 million in an oversubscribed Series A funding round, achieving a $100 million valuation. The funding, which included investments from advisory firms, former financial services executives, and company insiders, will support the expansion of Pave's market-facing and engineering teams. Founded in 2021, Pave Finance currently represents $130 billion in assets across more than 300,000 accounts.
12:33
Yahoo Finance analysts Troy Millings and Rashaad Bilal discussed future growth points for AI value in their latest program. Millings believes that Broadcom's custom accelerator business will become a new growth core in the AI sector, with its AI semiconductor revenue reaching $16.7 billion in Q3 FY2026, a 221% year-over-year increase, and projected to reach $21.7 billion in Q4, a 236% year-over-year increase. In contrast, while NVIDIA remains the market leader, Broadcom has demonstrated cost and energy efficiency advantages in custom chips for specific workloads. Additionally, TSMC's revenue in August 2026 increased by 53.3% year-over-year, and Dell Technologies' AI orders reached a record $60.9 billion last quarter, with a backlog of $95 billion.
12:32
Japan has seen a slowdown in the inflow of foreign skilled professionals since last autumn, due to AI curbing recruitment demand in sectors like IT and translation, and the government tightening scrutiny of residency statuses. Over the past decade, the number of foreign citizens with highly skilled professional status in Japan has more than tripled.
12:30
Christian Meunier, chairman of Nissan Americas, stated that while US auto tariffs have been challenging to manage, they ultimately compelled Nissan to accelerate its localization and production efforts in the United States. He added that keeping products affordable in North America remains a challenge.
12:30
Former President Donald Trump stated that the United States is producing more advanced weapons than ever before, with daily deliveries to forces in the Middle East and beyond. He added that defense factories are operating 24/7 and building an average of 4 to 5 new large-scale plants each. The production primarily focuses on Patriot, THAAD Systems, Tomahawks, and other Standard Missile Systems, of which the US already holds large stockpiles.
12:23
Bloom Energy (BE) shares fell as much as 8% to $253.72 during Monday's trading session, after having surged 192% year-to-date. This decline followed comments from Anthropic CEO Dario Amodei, who called for frontier AI labs to slow down the pace of model capability improvements, a sentiment echoed by OpenAI CEO Sam Altman, sparking concerns about a potential slowdown in AI infrastructure development. FuelCell Energy (FCEL) and Plug Power (PLUG) shares also dropped 5% and 1%, respectively. The Global X Hydrogen ETF (HYDR) fell 4%.
12:23
The analysis highlights Meta's 19x forward earnings multiple, which is lower than the S&P 500's 22x, despite 28% revenue growth and 3.6 billion daily users. CEO Mark Zuckerberg noted Meta's ad business is posting faster year-over-year revenue growth than any other reported ad business, with AI ad upgrades driving a 15.7% conversion uplift on Facebook. The Street's consensus price target is $757.31, with some analysts modeling 2027 EPS of up to $40.31, which would imply a 22x multiple at a $900 stock price.
12:21
Jim Cramer stated that 'sitting on your hands' (i.e., taking no action) is worthwhile in the current oversold market. This advice was given during The Investing Club's 'Morning Meeting', which is held every weekday at 10:20 a.m. ET.
12:14
The Pentagon agreed to invest $450 million in Elmet Group to expand its domestic tungsten mining and manufacturing capacity, with an initial $200 million. The company also secured a separate contract to solidify supplies of the strategic metal.
12:13
Donald Trump posted on social media on Monday that Ukraine had agreed not to strike Russian energy targets, and Russia had agreed to do the same. He also stated that the rise in global diesel prices was primarily caused by the Russia-Ukraine conflict, not Iran. Neither Ukraine nor Russia immediately confirmed Trump's claims. The day before, Trump had called on Ukrainian President Zelenskyy to stop striking Russian diesel facilities.
12:12
SoundHound AI (NASDAQ:SOUN) has seen its stock drop about 35% this year, even as it posted record revenue numbers. The company's revenue rose over $34 million, or 48% year-over-year, in the first six months, but much of this increase came from subscription revenue mainly driven by acquisitions in the Americas. This makes it difficult to assess the strength of its core business's organic growth.

Additionally, SoundHound AI reported an operating loss of nearly $66 million in the past two quarters, despite a $43 million boost from a change in the fair value of contingent acquisition liabilities. Analysts suggest that without clear proof of organic growth or significant progress towards profitability, the stock may continue to struggle, potentially leading to further losses, cash burn, and shareholder dilution.
12:07
Wallstreetcn analysis indicates that the Nasdaq 100 Index (NDX) is approaching the lower bound of its multi-month trading range, with pre-market trading already showing further signs of weakness as NDX futures broke below an uptrend line and fell below the 100-day moving average. Meanwhile, Goldman Sachs data shows that hedge funds have net bought U.S. Technology, Media, and Telecommunications (TMT) sectors in 10 of the past 11 trading days, with long tech positions just established before the technical structure deteriorated. The analysis suggests that AI safety disputes and energy risks from the ongoing closure of Saudi oil pipelines could be catalysts for a repricing of tech stocks. The Semiconductor ETF (SMH) traded near $544 in pre-market, having already fallen below the lower bound of its consolidation range and the 100-day moving average, showing even weaker performance.
12:07
Bitmine has now staked over 5 million ETH, converting most of its Ether holdings into a recurring income stream as the company continues to accumulate crypto assets.
12:07
Goldman Sachs analysts led by Ben Snider wrote over the weekend that if the Federal Reserve issues its first rate hike in three years this week, the equity market could face a tough period. Historically, the S&P 500 index has seen an average three-month return of negative 2% at the start of a Fed hiking cycle. The analysts attribute this to tightening cycles weighing on economic growth, marking the peak of high-valuation bull markets, and the capital-intensive nature of the current AI boom increasing sensitivity to capital costs. However, they also noted that the S&P 500 has averaged a 12-month return of 9% after such cycles, and the market may have already priced in 75 basis points of tightening by mid-2027, potentially mitigating the immediate impact.

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