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9/15
11:46
Al Jazeera analysis: China does not need to replace the US in the Gulf, can gain leverage through trade and technology
The analysis suggests that China's growing influence in the Gulf region is primarily driven by economic leverage through trade and technology, rather than military overreach. It notes that China benefits from the security provided by the US and that Gulf states seek strong ties with both powers for diversification and strategic autonomy.
11:45
U.S. billionaire Robert Kraft confirmed he pressured Ed Sheeran to cancel rapper Macklemore's U.S. tour due to Macklemore's pro-Palestinian remarks.
Kraft, owner of Gillette Stadium, stated that Macklemore, who was scheduled to open for Ed Sheeran's U.S. tour at the stadium in late September, would not be allowed to perform due to "broader antisemitic rhetoric and imagery" in his recent performances. Ed Sheeran denied involvement in Macklemore's removal on Tuesday, stating it was a decision made by the venue and promoter. Macklemore delivered a speech about Palestine during a performance at MetLife Stadium in New Jersey earlier this month, which drew opposition from the Israeli-American Council and calls for his removal from the tour.
11:45
Al Jazeera opinion piece calls for Canada, UK, Australia to investigate WCK attack in Gaza after Israeli army declines criminal probe
A commentator for Al Jazeera argues that Canada, the UK, and Australia should launch their own criminal investigations into the 2024 drone strikes that killed seven World Central Kitchen (WCK) humanitarian workers in Gaza. This follows the Israeli army's conclusion of its probe, which found no grounds for a criminal investigation, a decision Western states have criticized as "unacceptable" and "outrageous."
11:44
Fidelity Dividend Growth Fund Q2 investor letter: Unowned AMD was largest relative detractor, surging 186% in the quarter
Fidelity Dividend Growth Fund stated in its second-quarter 2026 investor letter that Advanced Micro Devices (AMD) was its largest relative detractor, as the fund did not own the stock while it surged 186% during the period. The fund noted that AMD, which competes with Nvidia, had a better return in the past three months, aided by better-than-expected Q1 earnings driven by accelerating demand for AI infrastructure.
11:44
IEA Slashes 2026 Global Oil Demand Forecast to 2.5M BPD Decline, Second-Worst in 60 Years, Citing Iran War
The International Energy Agency (IEA) in its September report revised its outlook by more than 3 million barrels per day in eight months. The agency now projects worldwide consumption will fall by 2.5 million barrels per day this year, ranking as the largest annual demand drop since the 2020 pandemic and the second-worst in 60 years. This comes as WTI crude climbed toward $97 a barrel, settling at $97.26 on September 9 and reaching $104.60 today, while regular gasoline averages $4.33 per gallon, up from $2.78 nine months ago. Consumer sentiment has collapsed to 55.2, and retail sales posted their first monthly drop since last fall, falling 0.6% in July. The IEA expects the recovery in Gulf flows to slip into next year, with Strait of Hormuz traffic disruptions leading to 10.5 million barrels per day of crude production shut-in by Gulf nations.
11:44
Yahoo Finance Analysis: Despite Boeing's nearly $89.5 billion in revenue and profitability in fiscal year 2025, it still faces massive debt; meanwhile, Rocket Lab generated nearly $601.8 million in revenue with widening losses, but analysts believe its growth potential makes it a better investment choice.
Yahoo Finance published an analysis article stating that Boeing's revenue in fiscal year 2025 was nearly $89.5 billion, a year-over-year increase of approximately 34.5%, with a net profit of about $2.2 billion, recovering from a substantial loss in fiscal year 2024. The company also acquired Spirit AeroSystems to address quality issues and obtained FAA self-certification authority for its aircraft. However, Boeing still carries significant debt and continues to incur quarterly losses. In contrast, Rocket Lab's revenue in fiscal year 2025 was nearly $601.8 million, a year-over-year increase of approximately 38%, with a net loss of nearly $198.2 million, a slight widening of losses. Despite this, analysts believe that Rocket Lab's accelerating revenue growth, an order backlog exceeding $2 billion, and the growth potential from the Neutron rocket program make it a more attractive pure-play space investment choice for 2026.
11:44
Yahoo Finance Analysis: Bitcoin-gold 90-day correlation rises to six-year high of +0.50, while Nasdaq 100 correlation drops to +0.30.
Yahoo Finance analysis indicates that the 90-day correlation between Bitcoin and gold reached +0.50 in early September, its highest level since 2020. Concurrently, the correlation between Bitcoin and the Nasdaq 100 Index dropped to approximately +0.30, a one-year low, down from about +0.60 in 2022 and 2024. The analysis suggests this shift is primarily driven by bond market pressures, rather than technology stock trends. Despite Bitcoin's 54% decline from its peak in this cycle, its volatility has fallen to a historical low range of 1.5%, demonstrating its characteristic as a macro asset responsive to yield changes.
11:43
CoinShares: Bitcoin Price Recovery Unlikely to Lure AI-Focused Miners Back, Q2 Average Cash Cost for Public Miners at $75,500
CoinShares stated in its Q2 bitcoin mining report published Tuesday that the exodus of publicly traded bitcoin miners to the artificial intelligence infrastructure sector is likely to continue even if bitcoin prices recover. The report highlights that AI currently generates profits of approximately $1.5 million per megawatt for these companies, compared to about $500,000 per megawatt from bitcoin mining. The average ex-tax cash cost for publicly listed BTC miners to produce bitcoin in the second quarter was roughly $75,500, while bitcoin ended Q2 at $58,400. At least 35 EH/s of computing power, equivalent to about 4.7% of Bitcoin's current 750 EH/s network hashrate, is already scheduled to leave the publicly listed group of miners. Companies like Core Scientific, Keel (formerly Bitfarms), IREN, Cipher Digital, and TeraWulf are actively transitioning or winding down their mining operation
11:41
UK Energy Bills Set to Jump 25% in January, Threatening PM Burnham's Cost-of-Living Efforts: Bloomberg Economics
11:39
Fannie Mae and Freddie Mac will allow mortgage lenders to use the VantageScore 4.0 credit scoring model.
Fannie Mae and Freddie Mac, U.S. government-sponsored enterprises, have approved mortgage lenders to use the VantageScore 4.0 credit scoring model for all mortgages sold to the two companies. This move is an expansion of a previously limited rollout, confirmed by Federal Housing Finance Agency (FHFA) Director Bill Pulte in a post on X on September 3. The VantageScore 4.0 model incorporates data points not considered by traditional FICO scores, such as rental payments, which may help homebuyers with thin credit histories obtain mortgages or more favorable rates. Additionally, the Federal Housing Administration (FHA) will begin insuring mortgages underwritten using the VantageScore 4.0 and FICO 10T models starting January 1 next year.
11:38
U.S. Treasury Secretary Bessent: Treasury's bond buyback intervention was successful
U.S. Treasury Secretary Bessent stated that the Treasury's bond buyback intervention was successful.
11:30
MEV bot "Yoink" captures $7.7M in rsETH from Ethereum wallet exploit, Kelp freezes receiving address
An MEV bot known as “Yoink” front-ran an attacker attempting to exploit a custom Safe module, capturing the stolen rsETH before Kelp temporarily froze the receiving address.
11:29
Fidelity Dividend Growth Fund Highlights Seagate Technology (STX) as Key Contributor in Q2 2026, Citing Surging AI-Driven HDD Demand; Shares Up 281.54% Over Past Year
In its second-quarter 2026 investor letter, Fidelity Dividend Growth Fund identified Seagate Technology (NASDAQ:STX) as a notable performance contributor. The fund attributed Seagate's strong performance to exploding demand for hard-disk drives (HDDs) used in AI-capable data centers, which has led to surging sales and strong pricing power for the company. Seagate's shares have risen 281.54% over the past year, closing at $805.55 on September 14, 2026.
11:29
Yahoo Finance Analysis: Uber Technologies is projected to achieve $52 billion in revenue and $10.1 billion in net profit for fiscal year 2025, outperforming Carnival in both growth and cash flow, and is recommended as a superior consumer stock for 2026.
Yahoo Finance analysis indicates that Uber Technologies' revenue for fiscal year 2025 reached $52 billion, a year-over-year increase of over 18.3%, with net profit nearing $10.1 billion. In contrast, Carnival's revenue for the same period was $26.6 billion, a year-over-year increase of approximately 6.4%, with a net profit of about $2.8 billion. The analysis suggests that Uber Technologies is a superior consumer stock choice for 2026 due to its faster growth, stronger cash flow, and lower balance sheet risk. Uber generated nearly $9.8 billion in free cash flow in 2025, compared to Carnival's $2.6 billion.
11:29
Fidelity Dividend Growth Fund Q2 Investor Letter: Western Digital (WDC) was the top contributor, with the stock up 314.14% over the past year.
Fidelity Dividend Growth Fund, managed by Fidelity Investments, stated in its Q2 2026 investor letter that its overweight position (+140%) in data storage company Western Digital (WDC) made it the fund's largest relative contributor. Western Digital management attributed the quarter's strong performance to robust demand for AI solutions, leading the company to raise its financial guidance. As of September 14, Western Digital's stock price was $426.94, having surged 314.14% over the past year, with a market capitalization of $153.93 billion.
11:29
Broyhill Asset Management believes First Citizens BancShares (FCNCA) is undervalued with catalysts on the horizon
In its Q2 2026 investor letter, Broyhill Asset Management stated that First Citizens BancShares, Inc. (NASDAQ:FCNCA) was initiated in June and is a well-run company. The firm highlighted catalysts including the company's repurchase of almost 20% of its Class A shares since July 2024, and its rail leasing fleet of approximately 128,000 cars, which is valued by the market at bank multiples. Broyhill noted that management has proven highly competent and aligned with shareholders. First Citizens BancShares closed at $2,173.88 per share on September 14, 2026, with its shares up 17.10% over the past year, and has a market capitalization of $24.55 billion.
11:28
US 30-Year Fixed Mortgage Rate Hits 7.17%, Highest in Nearly Two Years, as 10-Year Treasury Yield Rises to 5.04%
On Monday, the average rate on a 30-year fixed mortgage climbed to 7.17%, its highest level in nearly two years, after the 10-year Treasury yield rose to 5.04%, the highest reading since July 2007. This rate increase, up from 6.43% just ten weeks ago, adds nearly $2,200 per year to a $400,000 mortgage, pushing many middle-class buyers past qualification limits. Active listings surged to 1.53 million, while active buyers hit near-record lows, resulting in 57.9% more sellers than buyers across 36 major U.S. metros.
11:28
Sharp has begun accepting orders for AI servers, a new business developed in cooperation with its Taiwanese parent company Foxconn, leveraging Foxconn's supply chain advantages to secure hard-to-find components.
11:28
Japan's central bank considers rate hikes to combat inflation, while markets fear impact on long-term yields
Some Bank of Japan officials are focused on controlling upside inflation risks, while market participants are preparing for a higher terminal rate than previously expected.
11:26
US Treasury Secretary Bessent: Treasury's $5,000 check proposal under review
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.

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