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9/15
11:26
Morgan Stanley's Dan Simkowitz Says We Are in Relatively Early to Middle Innings of AI Financing
11:25
AEO startup Profound raises $180M Series D at $1.8B valuation, seven months after last round
Profound, which builds marketing software to help brands appear in AI search results, secured the Series D round led by Sequoia and Kleiner Perkins. The company reported a 3x revenue increase in the past six months and now serves over 1,000 enterprise customers, including Comcast, The Estée Lauder Companies, and Walmart.
11:22
Yahoo Finance Analysis: Bloom Energy's FY2025 revenue is projected to be nearly $2 billion, a 37.3% year-over-year increase, but with a net loss of $88.4 million; NANO Nuclear Energy's revenue for the same period was zero, with a net loss of $40.1 million.
Yahoo Finance analysis indicates that fuel cell manufacturer Bloom Energy achieved revenues of nearly $2 billion in fiscal year 2025, marking a year-over-year increase of approximately 37.3%, but incurred a net loss of nearly $88.4 million during the same period. The company's debt-to-equity ratio was about 3.9x, with free cash flow at $57.2 million. The article suggests that Bloom Energy has found markets in areas such as AI data centers. In contrast, NANO Nuclear Energy, a developer of portable micro-nuclear reactor technology, reported zero revenue and a net loss of approximately $40.1 million in fiscal year 2025. Although its technology holds potential, it is still in the development phase, and commercialization will take time.
11:20
Wall Street Banks Overwhelmingly Expect Fed September Hike; Most Forecast 50bps Total Tightening in 2026, While BofA, Deutsche Bank and RBC See 75bps
According to a WSJ survey, nearly every major Wall Street bank now expects the Federal Reserve to raise rates in September. Most forecast 50 basis points of total tightening in 2026, while Bank of America, Deutsche Bank and RBC see 75bps. Market expectations are shifting beyond this week’s hike toward another increase before year-end.
11:20
Wall Street investors are looking to the Federal Reserve's dot plot this week to predict the extent of future increases in borrowing costs.
11:18
WhaleInsider: Prediction market platform Kalshi broke its all-time weekly volume record and captured its largest-ever share of the industry last week
11:17
Meta launches Meta One subscriptions starting at $2.99/month, aiming to better monetize AI spending
The new service offers single-product plans from $2.99/month, individual bundles from $7.99/month, and creator and business bundles from $14.99/month. It includes features like extended story retention, animated reactions, and anonymous story viewing for Instagram and Facebook, plus exclusive stickers and chat pinning for WhatsApp. This move is part of Meta's strategy to generate more revenue from its substantial investments in AI data centers and model development, following recent earnings misses and a 13% stock decline over the past year.
11:17
inDrive CEO Arsen Tomsky stated at Nasdaq that the company will continue to expand in the global ride-hailing market through its fair pricing model and seek growth opportunities beyond ride-hailing.
Tomsky noted that the inDrive app has surpassed 400 million downloads, making it the second most downloaded ride-hailing application globally. It operates in over 1,200 cities across 48 countries and has 39.4 million monthly active users. He emphasized the company's commitment to challenging injustice through its peer-to-peer pricing model and highlighted the establishment of New Ventures in 2023, a venture capital and M&A division, to explore new growth areas such as intercity transportation, delivery, and financial services.
11:17
PrimeGlobal and Sikich launch technology advisory partnership
The partnership aims to help PrimeGlobal members build technology advisory capabilities and meet rising client demand for related services, providing practical resources, specialist knowledge, and collaboration opportunities. This initiative supports PrimeGlobal's Strategy 2030, which focuses on strengthening capabilities and engaging its global community.
11:16
AI Will Be Biggest Reallocation of Capital in History, Says George Noble
George Noble, Managing Partner at Noble Capital Advisors and former Fidelity Fund Manager, made the remarks while discussing artificial intelligence bear cases amid concerns over AI safety.
11:15
Canadian PM Carney visits Europe to seek 'unique alliance' with EU amid US trade war, rules out EU membership
Canadian Prime Minister Mark Carney is visiting Strasbourg, France, and Liverpool, UK, from September 15 to 17 to strengthen Canada's ties with the EU in trade, investment, and security. Carney stated Canada is not seeking EU membership but aims for a "unique alliance" to diversify trade and investments away from the US, which currently accounts for over 70% of Canadian goods imports. Canada will push for arrangements allowing its citizens to live and work in Europe without visas, with investment at the core of the partnership.
11:07
Citi Targets 11%+ RoTCE for 2026, Plans Increased Buybacks and $500M Accelerated Investment
Citi's CFO Gonzalo Luchetti stated the bank expects its return on tangible common equity (RoTCE) to be slightly above 11% in 2026. The bank also plans to increase stock buybacks from the $13 billion repurchased in 2025 and accelerate approximately $500 million of investment by year-end. Additionally, Citi anticipates removing Banamex from its balance sheet in 2027, which is expected to result in a $9 billion currency-translation adjustment loss. In Q2 2026, Citi's RoTCE was 13.0%, up from 8.7% a year earlier, with H1 2026 producing a 13.1% RoTCE.
11:07
Türkiye increases tax scrutiny of high-income taxpayers
Türkiye's Tax Inspection Board (VDK) is stepping up efforts to audit high-income individuals, reportedly using formal tax inspections, requests for explanations, and monitoring activities. This year, 31.3% of large-scale taxpayers have been inspected, up from approximately 11% in previous years. The VDK also introduced its second High-Income Groups Monitoring and Compliance Programme, which has led to a combined $1 billion increase in declared tax base from participating taxpayers.
11:07
AI adds to competitive pressures facing UK commercial brokers, with 9.2% identifying it as a major threat
A GlobalData survey found that AI is emerging as a competitive concern for UK commercial brokers, as new AI-enabled distribution channels create additional ways for customers to begin their insurance purchasing journey. GlobalData's 2026 UK Commercial Insurance Broker Survey found that 9.2% of brokers identified AI as the biggest threat to their business, behind only competition from other brokers and the soft market. Insurers and aggregators are increasingly establishing a presence within conversational AI tools like ChatGPT, potentially placing them in front of consumers before a broker becomes involved.
11:06
KeyBanc analysts raised their price target for Marvell Technology (MRVL) to $400, implying an 83% upside.
KeyBanc analysts raised their price target for Marvell Technology (MRVL) to $400, implying an 83% upside. Despite the stock falling 34% since June, the company's Q2 revenue grew 37% year-over-year, and it raised its full-year guidance. KeyBanc believes Marvell has an advantage in custom AI chips and optical interconnect chips, with its data center revenue expected to grow over 60% in fiscal year 2028.
11:06
Federal Judge Casts Doubt on Susquehanna's Insider Trading Suit, Denies Request to Freeze Accounts
A federal judge dealt a setback to Susquehanna International Group’s lawsuit alleging it lost tens of millions of dollars to insider trading on a Chinese regulatory crackdown, denying a request to keep the alleged traders’ accounts frozen.
11:02
Brent, US Crude Futures Rise by More Than $3 After Shipping Sources Tell Reuters Oil Loadings at Saudi Arabia's Red Sea Port of Yanbu Have Been Suspended
11:01
Radiant Logistics' Q4 revenue of $261 million exceeded expectations, up 19% year-over-year, with shares rising 16% in early trading.
Third-party logistics provider Radiant Logistics (NYSE: RLGT) announced better-than-expected fourth-quarter results after market close on Monday. For the quarter ended June 30, the company reported revenue of $261 million, a 19% year-over-year increase, exceeding market consensus by $30 million. Adjusted earnings per share were $0.15, up $0.04 year-over-year, and $0.06 above expectations. Following the news, the company's stock price rose 16% in early Tuesday trading.
11:01
Rate Hike Concerns Hit iBuyer Stocks: Opendoor Down 4%, Zillow Down 2% as 10-Year Treasury Yield Surpasses 5%
Shares of iBuyer companies were under pressure in Tuesday morning trading due to interest rate hike concerns. Opendoor Technologies (NASDAQ:OPEN) fell 4% to $2.68, Zillow Group (NASDAQ:Z) dropped 2% to $32.57, while Offerpad Solutions (NYSE:OPAD) was flat at $3.63. This follows the 10-year U.S. government bond yield rising above 5.01% and the 30-year fixed mortgage rate at 7.25%, which has squeezed iBuyer companies' financing costs and reduced homebuyer affordability. Analysts recommend maintaining moderate position sizes until government bond yields stabilize and housing transaction volumes show significant improvement.
11:00
Lookonchain monitoring: Whale Machi Big Brother has stopped losses exceeding $5 million in the past week, currently holding only 20,000 ETH long positions with a liquidation price of $2,380.57.
10:58
US Treasury Secretary Bessent: Trump is completely aligned with Nvidia's Jensen Huang
10:58
Former UK Prime Minister Johnson stated that pausing AI development would cause (us) to lose our competitive edge against China.
10:57
BioNTech's lung cancer drug gotistobart shows significant overall survival benefit in Phase 3 trial
BioNTech (NASDAQ:BNTX) reported that its investigational lung-cancer drug gotistobart produced a clinically meaningful overall-survival benefit in the Phase 3 PRESERVE-003 trial for patients with metastatic squamous non-small cell lung cancer. Reuters noted that gotistobart nearly doubled survival compared with standard-of-care chemotherapy, reinforcing its potential as a chemotherapy-free treatment. Earlier Stage 1 data showed a 54% reduction in the risk of death.
10:57
Planted Raises $31.8 Million to Accelerate Autonomous Solar Deployment
California-based Planted, specializing in autonomous power deployment, announced it has raised $31.8 million to scale its operations. The funding round, led by Piva Capital and RA Capital Management Planetary Health, with participation from Breakthrough Energy Ventures, Gigascale Capital, Google, and Khosla Ventures, will expand its robotic fleet and support the launch of Sage, its next-generation robot. CEO Eric Brown stated that global solar deployment needs to accelerate fivefold to meet 2050 projections, addressing constraints in supply chains, land, interconnection, and skilled labor. Planted's system combines planning software, high-density terrain-following solar arrays, storage, and field robotics, enabling faster construction and higher energy output per acre. The company deployed over 10 MW in 2025 and is on track for 100 MW in 2026, with a project pipeline exceeding 20 GW.
10:56
ASML Eyes Over 110 EUV Tools in 2028, Driven by Accelerating AI Chip Demand
JPMorgan analysts, following a meeting with ASML CFO Roger Dassen, reported that the company is exploring ways to produce more than 110 EUV lithography systems in 2028. This target represents at least a 37.5% increase from the projected 80 EUV systems for 2027, with the expansion primarily driven by surging demand for AI chips. ASML's EUV machines are crucial for manufacturing leading-edge AI processors, and customers including TSMC, Samsung, SK Hynix, and Intel are expanding advanced-chip capacity. ASML effectively holds a monopoly in the EUV market.
10:56
Fed Chairman Warsh and Treasury Secretary Bessent Face Credibility Tests as 10-Year Treasury Yield Holds Near 5%
Federal Reserve Chairman Kevin Warsh is tasked with fighting inflation, while Treasury Secretary Scott Bessent serves as the nation's top bond salesman. With the 10-year Treasury yield holding near 5% on Tuesday, the report suggests only one appears to have a good chance of success.
10:56
Kimberly-Clark Prepares Asset Sales to Address EU Antitrust Concerns Over $40 Billion Kenvue Acquisition
According to Reuters, Kimberly-Clark (KMB) is preparing to divest assets to resolve EU antitrust issues regarding its planned $40 billion acquisition of Kenvue. The company aims to secure European Commission approval by the September 29 deadline, thereby avoiding a more extensive four-month investigation. Similar regulatory concerns in Australia led to conditional approval after Kimberly-Clark agreed to divest Kenvue's Carefree and Stayfree brands.
10:55
Yahoo Finance Analysis: Bloom Energy's FY2025 revenue is projected to reach $2 billion, a 37.3% year-over-year increase, but net losses are expected to widen. Diamondback Energy's revenue hit $14.3 billion, up 36.3%, but net profit declined.
Yahoo Finance analysis indicates that clean energy company Bloom Energy achieved revenues of approximately $2 billion in fiscal year 2025, a year-over-year increase of 37.3%. However, its net loss expanded to about $88.4 million (compared to a loss of approximately $29.2 million in fiscal year 2024), with free cash flow nearing $57.2 million. Traditional oil giant Diamondback Energy reported revenues of approximately $14.3 billion for the same period, up 36.3% year-over-year, but its net profit decreased to about $1.7 billion (compared to a net profit of approximately $3.3 billion in fiscal year 2024), with free cash flow around $5.5 billion. The article suggests that despite the significant differences in business models and risk profiles between the two companies, Diamondback Energy is expected to perform better in 2026 investments due to its strong free cash flow and profitability.
10:53
The wealthy are using BlackRock and Vanguard ETFs to avoid taxes, sidestepping the 30% dividend tax by switching between nearly identical equity funds.
10:51
Satellite image reveals major damage to crucial Saudi oil pipeline, potentially cutting 3.6 million barrels per day of supply
Satellite imagery confirms a key East-West oil pipeline in Saudi Arabia has been severely damaged following a strike last week, which experts tell BBC Verify could reduce global oil supplies by as much as 3.6 million barrels per day (about 3.6% of global demand). Repair efforts are estimated to take over a month. The Saudi government has accused Iranian-backed militias in Iraq of the strike, which also saw Yemen's Houthi group attack Saudi Arabia's King Khalid Air Base. Brent crude was trading as high as $108 a barrel on Tuesday, after Saudi Arabia closed the pipeline as a precaution on Friday.

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