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9/15
12:27
Creative Planning to Acquire $4.3T Institutional Investment Firm RVK
Creative Planning, a registered investment advisor with $780 billion in assets under management, has agreed to acquire Portland, Ore.-based RVK Inc., an institutional consulting and investment research firm overseeing $4.3 trillion in assets. The transaction is expected to close in January 2027.
12:26
TSMC co-COO Mii said on Tuesday that AI is a "three-year-old Superman," expressing concerns about its limited role in semiconductor R&D and potential data leaks.
TSMC co-chief operating officer Y.J. Mii said on Tuesday that the company is particularly cautious when using AI to process sensitive R&D information, comparing AI to "a three-year-old Superman" – very capable, but unaware of the potential harm it could cause, and unable to judge right from wrong. Mii noted that TSMC currently does not believe AI can play a significant role in the R&D of next-generation semiconductor technology, and is concerned that improper use of AI by employees could lead to sensitive information leaks or data loss.
12:26
Micron Technology has launched the world's first 512GB DDR5 RDIMM memory module, enabling single-server capacity to exceed 12TB and reducing power consumption by over 60%.
Micron Technology announced on September 15 that it has successfully completed the demonstration and validation of the world's first 512GB DDR5 RDIMM memory module, and has tested it on multiple server platforms. This product enables a single dual-socket server to exceed 12TB of DDR5 memory capacity, providing higher capacity for workloads such as large-scale AI inference, in-memory databases, and high-density virtualization. Compared to solutions using four 128GB modules, a single 512GB module reduces operating power consumption by over 60%. AMD and Intel have initiated active validation of this module, with transfer rates reaching up to 9200 MT/s. Micron expects the product to enter mass production in the second half of 2027.
12:24
WTI crude oil rose 4.11% intraday, now trading at $105.560.
12:23
Auxier Asset Management is bullish on Kroger (KR) in its Q2 investor letter, stating that its stock is undervalued and the new CEO is expected to bring positive changes.
Auxier Asset Management noted in its Q2 2026 investor letter that despite the consumer staples sector's underperformance due to inflation and high interest rates, Kroger (KR)'s new CEO, Greg Foran, is expected to bring positive changes. Foran, formerly the President and CEO of Walmart U.S., has been actively implementing price reductions and driving private-label growth at Kroger. The firm believes Kroger is currently undervalued with a P/E ratio of just 12x, significantly lower than Costco and Walmart. As of September 14, Kroger closed at $60.91, up 10.12% over the past month and down 7.06% over the past year.
12:23
Waymo to deploy driverless robotaxis in Tokyo next year
Waymo, a U.S. company, plans to launch commercial driverless taxi services in Tokyo next year, marking a potential leap forward for autonomous driving in Japan. The company had previously been expected to begin Japanese service with drivers and has been collaborating with Japan's transportation companies since late 2024. The deployment will need to overcome unique hurdles, including regulatory requirements and industry practices.
12:22
Reuters: France to back Klaas Knot for ECB President if French candidate gets Chief Economist role
France would support former Dutch central-bank chief Klaas Knot to succeed Christine Lagarde as ECB president, provided a French candidate receives the powerful chief economist role. The proposal reportedly has Macron’s backing, but Germany is expected to resist the deal, setting up a major battle over the ECB’s future policy direction. Pablo Hernández de Cos is seen as Knot’s main rival.
12:21
Offshore oil stocks bucked the market trend to rise on Tuesday, with Transocean, Valaris, and W&T Offshore all gaining over 5%, as funds rotated into the energy sector.
Offshore oil stocks generally rose during Tuesday's trading session, with Transocean (NYSE:RIG) up 6.24% to $5.79, W&T Offshore (NYSE:WTI) up 6%, and Valaris (NYSE:VAL) up 5.83%. Meanwhile, the S&P 500 ETF Trust (SPY) fell 0.46%, while the VanEck Oil Services ETF (OIH) rose 1.81%. This increase was primarily attributed to a rotation of funds from broad market indices into the offshore energy sector, rather than company-specific news.
12:21
Analysts believe Broadcom is poised to reach a market capitalization of $2.6 trillion by 2027, joining a new echelon of the "trillion-dollar club."
Analysis indicates that despite Broadcom's stock price falling 17% in the past month, its Q3 AI semiconductor revenue surged 221% year-over-year to $16.7 billion. CEO Hock Tan projects AI semiconductor revenue to reach $115 billion in fiscal year 2027 and $230 billion in fiscal year 2028, with supply already secured. Analysts believe Broadcom's stock price could reach $550 (corresponding to a market capitalization of $2.6 trillion) with only moderate P/E expansion. Key catalysts include a long-term TPU agreement with Google, Anthropic becoming the largest XPU customer, and OpenAI's Jalapeno deployment.
12:18
Medicare's AI pilot for claims approval leads to 'alarmingly high denial rates' and delayed decisions
The pilot program, named the Wasteful and Inappropriate Service Reduction (WISeR) model, aims to cut costs and ease administrative burdens. It is slated to run through the end of 2031 in six states.
12:18
Auxier Asset Management: Caterpillar (CAT) benefits from AI infrastructure buildout, driving strong industrial sector performance
In its Q2 2026 investor letter, Auxier Asset Management highlighted that the industrial sector was the strongest performing during the quarter. The firm noted that tech-facing industrial players, including Caterpillar Inc. (NYSE:CAT), indirectly benefited from the expansion of AI infrastructure, particularly through increased demand for energy generation and cooling capacity in data centers. Caterpillar shares have risen 77.23% over the past year, though they declined 7.12% in the last month, closing at $784.00 on September 14, 2026.
12:17
Auxier Asset Management noted that Gates Industrial (GTES) will benefit from the growth in the artificial intelligence sector, citing increasing demand for power generation and cooling capacity in data centers.
Auxier Asset Management noted in its Q2 2026 investor letter that Gates Industrial Corporation Ltd. (NYSE:GTES), a leading manufacturer of engineered power transmission and fluid power solutions, indirectly benefits from the expansion of AI infrastructure, particularly regarding the demand for energy generation and cooling capabilities in data centers. The company's shares closed at $25.42 on September 14, down 6.17% over the past month and up 0.77% over the past 52 weeks.
12:17
International IDEA report warns US democratic decline threatens global rule of law, with nearly half of its democracy indicators at 50-year lows
The International Institute for Democracy and Electoral Assistance (International IDEA) released a report on Tuesday, stating that the US is accelerating the global weakening of the rule of law. The study found that nearly half of the indicators used to measure American democracy have fallen to their lowest levels in 50 years. The report highlights that between 2020 and 2025, the US recorded seven statistically significant declines, including in access to justice, freedom of expression, press freedom, and judicial independence, with six of these now at their lowest levels in the dataset's history. Globally, approximately 57 percent of countries experienced a decline in at least one key indicator of democratic performance during the same period.
12:16
Skyworks rose 11%, Qorvo rose 7%, and Qualcomm rose 4%, with smartphone chip stocks bucking the trend to rise.
Skyworks Solutions (SWKS) surged 11%, Qorvo (QRVO) rose 7%, and Qualcomm (QCOM) climbed 4%, even as major tech stocks broadly declined. This rally was primarily driven by factors related to mobile radio frequency (RF) and decoupled from the performance of artificial intelligence (AI) chip stocks. The gains in Skyworks and Qorvo were also fueled by their pending merger, a $2 billion share repurchase program, and an anticipated $500 million in synergistic effects.
12:16
Bessent: Gas prices are lower than they were under Biden
12:07
Agility Robotics Unveils Digit 5 Humanoid Robot Designed to Work Safely With People
The new humanoid is built to take on more complex warehouse and manufacturing tasks without the physical barriers required by earlier models. Agility Robotics CEO Peggy Johnson noted that AI can accelerate Digit 5's learning of new skills, as the company looks to expand deployments beyond the nine customer facilities it currently operates in.
12:02
US Treasury Secretary Bessent: The need to address deficit is one factor affecting 10-year Treasury bond yield
11:58
Glencore Accuses Radiant World of Sending Falsified Invoices to Lenders
Glencore Plc accused iron ore trader Radiant World of sending falsified invoices to "a number of financial institutions," marking the latest in a series of fraud allegations against the company.
11:58
U.S. military and Gulf nations begin daytime oil tanker transits in Strait of Hormuz.
The U.S. military and Gulf nations have begun daytime oil tanker transits in the Strait of Hormuz, Axios reported, citing a U.S. official. Previously, escorted transits were reportedly limited primarily to nighttime operations. Market analysis suggests that expanding daytime transits could improve shipping flow and alleviate some of the geopolitical risk premium embedded in oil prices.
11:54
Coinbase reports degraded payment performance.
11:54
US Treasury Secretary Bessent: The US Treasury can signal support to Japanese policy with a symbolic amount.
11:52
Russian Urals crude oil premiums in India surged to $8/barrel, a new high since May, due to tightening supply from the Middle East.
Indian and Chinese refiners are turning to Russian crude purchases due to supply disruptions in the Middle East, while exports from Russia's Novorossiysk port remain restricted. The reduction in alternative supplies is significantly strengthening Russia's pricing power in Asian markets.
11:51
OpenAI, Anthropic, and Google DeepMind have been negotiating for weeks on AI safety issues, while the Trump team dismisses safety concerns.
OpenAI's Global Policy Head, Chris Lehane, confirmed to reporters on Tuesday that the company has been in talks with rivals Anthropic and Google DeepMind for several weeks regarding AI safety. This follows an article by Anthropic CEO Dario Amodei, who called for industry cooperation to slow down the pace of frontier AI development to avoid catastrophic risks. Meanwhile, former U.S. President Donald Trump and his AI advisor David Sacks dismissed AI safety concerns, arguing that any slowdown would give China an advantage in the competition.
11:46
White House Announcement: One year after the Trump Administration established the Memphis Safety Task Force, the city's overall crime rate has decreased by nearly 36%, and the murder rate has dropped by 36%.
The White House announced that the Trump administration established the Memphis Safety Task Force a year ago to coordinate over 30 federal, state, and local agencies in combating crime. As of September 15, 2026, the task force has arrested 12,747 individuals, seized 2,160 illegal firearms, and recovered 189 missing children. Additionally, sexual assaults have decreased by 28%, motor vehicle thefts by 57%, robberies by 42%, shoplifting by 44%, and aggravated assaults by 26%.
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.

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