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9/15
13:21
Vera Bradley Q2 2027 revenue up 1.1%, direct sales surged 8%, inventory cut 28% YoY; reaffirms FY2027 sales guidance of $255M-$270M and 50% operating profit improvement.
Vera Bradley reported a 1.1% increase in total revenue for Q2 2027, marking the second consecutive quarter of expansion. The direct segment saw an 8% revenue growth with comparable sales up 9.2%. Gross margin expanded by over 40 basis points (excluding tariff refunds). Inventory levels were reduced by 28% year-over-year. The company reiterated its fiscal 2027 guidance, expecting sales between $255 million and $270 million and at least a 50% improvement in non-GAAP operating profit. It ended the quarter with $34.2 million in cash and zero debt, doubling its prior year cash position.
13:21
Analysts continue to increase their holdings in Qualcomm (QCOM), optimistic about the strong growth of its non-handset businesses, such as automotive and data centers, and its substantial capital returns.
Qualcomm's automotive business revenue increased by 61% year-over-year. Management raised the annualized run rate target for the automotive business to approximately $7 billion by fiscal year 2026. CEO Cristiano Amon stated that non-handset revenue is targeted to reach $40 billion by fiscal year 2029, nearly double the previous goal. The company returned $12.6 billion to shareholders in fiscal year 2025, with a free cash flow yield of 6.66%.
13:21
110 million USDC, worth approximately $110 million, was burned on-chain.
On-chain data shows a single burn of 106,210,348 USDC from the USDC contract, with transaction hash 0xffff929a784f32d21a6c79348a2ff504fd2c1cb58f1232c9e84e41fe90b4feff.
13:20
WTI crude oil rose 5% intraday, now trading at $106.460.
13:20
Haaretz reports: Israeli influence experts and former Mossad officials secretly planned anti-Qatar propaganda campaign
Israeli newspaper *Haaretz* revealed that in the weeks following the October 7, 2023 Hamas attack, a group of Israeli influence experts and political consultants secretly planned a propaganda campaign targeting Qatar. The campaign aimed to pressure Qatar into influencing Hamas to release the hostages. Reportedly, about 30 people participated in the project, including political consultants, influence operation and psychological warfare experts, and even a former Mossad official. The campaign was abruptly halted about a month after its launch.
13:15
New study warns NuScale Power's SMR operating costs could exceed $93/MWh, far above market electricity prices
A new study by University of Colorado Boulder researchers estimates NuScale Power's small modular reactors (SMRs) could incur operating costs of over $93 per megawatt-hour (MWh), significantly higher than historical market electricity prices of $42-$45/MWh. The study, which has not yet undergone peer review, suggests that even if reactors were built for free, high operating costs might prevent them from paying for themselves over their 60-year lifespan. NuScale's previous Carbon Free Power Project was canceled in November 2023 due to ballooning costs from an estimated $4.2 billion to $9.3 billion. The analysis advises investors to exercise caution before investing in NuScale, pending proof of its ability to construct and operate SMR plants cheaply.
13:11
MarketWatch analysis: The Fed faces a decision on whether the two-decade era of low interest rates is over
Global bond yields are touching multiyear highs, and as the Federal Reserve meets this week to set interest-rate policy, officials will have to discuss whether this is a repricing back to pre-2007/08 financial crisis levels, or a structural turn in the global economy requiring higher rates for years to come. The analysis suggests high rates could be due to temporary supply-chain frictions and energy insecurity, but also notes real interest rates have risen and may remain higher due to increased capital demands from the AI boom and potential productivity gains, indicating a more structural shift.
13:08
US Treasury Secretary Bessent Defends Treasury's Bond Market Intervention
US Representative Jim Himes (D-CT) questioned Secretary Bessent about the Treasury’s recent intervention in the bond market, arguing that the government’s actions distort free markets.
13:06
NVIDIA Showcases Vera Rubin and DSX Platform Advancements, Boosting AI Factory GPU Capacity by Up to 40% and Performance-Per-Watt by 23%
At the AI Infra Summit, NVIDIA highlighted new collaborations, including Amazon's Annapurna Labs working on NVHBM custom high-bandwidth memory technology and d-Matrix integrating NVLink Fusion with Raptor XPUs. Lambda achieved a 23% performance-per-watt improvement and a 24% cluster-wide token throughput increase with DSX MaxLPS. Pinterest is leveraging the Blackwell platform for conversational AI. NVIDIA emphasizes optimizing "tokens per megawatt" as the new critical metric for AI infrastructure efficiency.
13:06
US 20-year bond auction draws 5.420% yield, higher than pre-sale when-issued yield of 5.400%
13:05
Alluvium Asset Management: H&R Block (HRB) Q2 Returns 21.3%, Management States They Are Using AI to Build Better Products Rather Than Be Replaced
Alluvium Asset Management noted in its Q2 2026 investor letter that H&R Block management stated during their earnings call in early May that the company is using AI to build better products, rather than AI replacing its products, and that these products have been well-received. H&R Block generated a 21.3% return for the fund during the quarter and currently accounts for 4.6% of the fund. The fund believes that H&R Block is reasonably valued, has a high return on capital, and double-digit cash flow and earnings yields. As of September 14, H&R Block's stock price was $45.74, down 10.21% over the past month and down 8.87% over the past 52 weeks.
13:05
Forward Industries raises acquisition offer for Solana treasury company SkyAI by 50% to approximately $2.13 per share.
Forward Industries (Nasdaq: FWDI) has made a new non-binding acquisition offer for SkyAI (Nasdaq: SKYA), valuing the Solana (CRYPTO: SOL) treasury company at a 50% premium to its latest closing price. Under the new terms, SkyAI shareholders would receive the value of 0.306 shares of Forward Industries stock for each share, with an option for cash, Forward stock, or a combination of both. Based on Forward's closing price of $6.95 on Monday, the proposal values each SkyAI share at approximately $2.13, compared to SkyAI's Monday closing price of $1.42. Forward has requested a response from SkyAI's board by September 25. SkyAI had previously rejected Forward's offer and reiterated its independent plans, emphasizing its holdings of over 2 million SOL and no outstanding debt. Forward's stock fell 4.6% today to $6.63, while SkyAI's stock dropped over 8% to $1.30.
13:04
The eVTOL sector continues to pull back, with Joby Aviation down 53% year-to-date, and Archer Aviation and EHang Holdings also down 28% and 66% respectively.
Joby Aviation (NYSE:JOBY) fell 2% to $6.18 during Tuesday's trading, bringing its year-to-date decline to 53%. Archer Aviation (NYSE:ACHR) dropped 2% to $5.38, down 28% year-to-date. EHang Holdings (NASDAQ:EH) declined 1% to $4.45, with a year-to-date loss of 66%, making it the worst-performing stock in the sector. All three companies' stock prices are near their 52-week lows, reflecting a months-long continuous pullback in the eVTOL industry. EHang Holdings had previously withdrawn its RMB 600 million revenue guidance for fiscal year 2026 after a flight accident in June led Chinese regulators to slow down approvals for low-altitude aviation.
13:04
Pentagon watchdog warns of munitions ‘shortfall’ after US spent $22bn on ordnance in first four months of Iran war
A Pentagon inspector general warned of “industrial base bottlenecks” after the US military spent $22 billion on ordnance in the first four months of the Iran war, leading to a munitions shortfall.
13:04
CNBC Analysis: Soaring US Treasury Yields Unsettle Investors, But Market May Be Nearing "Escape Velocity"
CNBC analysis indicates that market sentiment was rattled as the 10-year U.S. Treasury yield surpassed 5% on Tuesday, reaching a new high since 2007. However, the surge from zero rates since the pandemic suggests that the risk-reward in fixed income markets has improved and may be approaching "escape velocity," where bonds can still offer positive returns even in an environment of continuously rising interest rates. Analysts believe that the current higher yields provide a greater buffer, and the risk-reward calculation for intermediate-term bonds (5-10 years) is becoming more favorable for investors.
12:59
Malware-infected USBs used by Japan's Ground Self-Defense Force were improperly procured, connecting to at least 50 classified PCs
Officials revealed on Tuesday the results of an investigation, stating that USB flash drives infected with malware were used on classified systems after being brought in by personnel without proper procurement channels. The devices were connected to at least 50 PCs. GSDF officials said procurement procedures for USB devices will be reviewed to prevent a recurrence.
12:55
Alluvium Asset Management: Alibaba's (BABA) Short-Term Capex Drag Creates a 30% Valuation Discount
Alluvium Asset Management stated in its Q2 2026 investor letter that Alibaba's free cash flow turned negative due to capital expenditures, but its maintainable earnings yield has increased to 7.7%, trading at a circa 30% discount to the firm's valuation. The fund's current position in Alibaba is 2.6%.
12:54
Venezuela's central bank moves to squeeze liquidity to support bolivar ahead of expected spending boost
12:54
White House: Stablecoin Yield Ban Would Boost Bank Lending by Just 0.02%
The White House, in an update to an April analysis by the Council of Economic Advisers (CEA), stated that eliminating stablecoin yield would increase bank lending by approximately $2.1 billion under its baseline assumptions, representing only 0.02% of outstanding bank loans. Community banks would account for roughly $500 million of this additional lending, or about 0.03% of their loan books. The CEA estimated the policy would also carry a net welfare cost of about $800 million annually. This analysis pushes back against estimates from eight major banking trade associations, which had warned Senate leaders that stablecoin rewards could encourage deposit flight from the traditional banking system.
12:53
Wells Fargo cut Carnival Cruise Line's price target to $36, citing pricing pressure in the Caribbean; Norwegian Cruise Line stock fell 3%, while Carnival Cruise Line and Royal Caribbean Cruises also declined.
Wells Fargo cut its price target for Carnival Cruise Line (CCL) to $36, citing pricing pressure in the Caribbean. Following this, Norwegian Cruise Line (NCLH) shares fell 3% to $14.28, a larger drop than Carnival's 2% decline. Royal Caribbean Cruises (RCL) also saw its stock fall 2%. Norwegian Cruise Line is considered the riskiest operator in the industry, with fuel costs jumping from $659 to $888 per metric ton. The company had previously lowered its full-year 2026 adjusted EPS guidance to $1.50 and expects a 9% decrease in net income for the third quarter.
12:53
Yahoo Finance Analysis: Three Dividend Stocks Are Currently "No-Brainer" Buys, Including Healthcare Giant AbbVie
Yahoo Finance analysis points out that in dividend investing, in addition to yield, standards such as dividend coverage ratio, dividend growth, and valuation also need attention. The article recommends three blue-chip dividend stocks: AbbVie (NYSE: ABBV), Realty Income (NYSE: O), and Procter & Gamble (NYSE: PG).

AbbVie, after the patent expiration of its flagship drug Humira, rebounded successfully with new drugs like Skyrizi and Rinvoq. Last quarter, Skyrizi sales exceeded $5.5 billion, and Rinvoq sales reached $2.5 billion. The company recently acquired Apogee Therapeutics for $11 billion to strengthen its immunology pipeline. AbbVie's dividend yield is approximately 2.7%, with an average dividend growth rate of 6.8% over the past five years.

Realty Income, a real estate investment trust (REIT), is characterized by monthly dividend payouts and boasts a dividend growth record of over three decades, with a current dividend yield of approximately 5.5%.

Procter & Gamble, a "dividend king" (raising dividends for over 50 consecutive years), has a record of 70 consecutive years of dividend increases, with a current dividend yield of approximately 3%. Although the dividend increase for 2026 is only 3%, analysis suggests this might be due to short-term factors such as geopolitical issues and rising costs, with high single-digit growth expected to resume after macroeconomic normalization.
12:49
Alluvium Asset Management in its Q2 2026 investor letter disclosed a new position in Copart (CPRT), despite long-term autonomous driving risks
The asset management company highlighted Copart, an online vehicle auction and remarketing services company, noting its growth from a salvage yard to a technology platform. Alluvium acknowledged the potential long-term risk from autonomous driving reducing accident rates, but expects the proportion of total loss vehicles to increase due to technology and high repair costs, balancing the investment's risk-reward equation.
12:49
Bernstein warns of AI slowdown, names CoreWeave as clear loser with Underperform rating and $74 price target
Bernstein analysts issued a warning about a potential AI slowdown, identifying cloud provider CoreWeave Inc. (CRWV) as the stock most vulnerable. CoreWeave shares fell about 8% on September 14, closing down 6.75% at $82.98. Bernstein rates CoreWeave Underperform with a $74 price target, citing its significant exposure to rural Tier 3 and Tier 4 markets, which are primarily built for AI model training rather than the latency-sensitive inference work that is expected to dominate future demand. The firm noted that 25% of CoreWeave's active U.S. power and 74% of its contracted but not yet active power are in these markets. The warning follows Anthropic CEO Dario Amodei's essay calling for a slower pace in AI model development, a sentiment echoed by OpenAI CEO Sam Altman and Elon Musk, which unsettled a market that had priced in years of uninterrupted AI spending.
12:48
Analyst: Corporate Earnings Resilience Is the Top Reason to Buy and Hold Vanguard Total Stock Market ETF (VTI)
The analyst noted that despite persistent inflation, rising Treasury yields, and a 90% probability of a Federal Reserve rate hike this week, corporate earnings have shown significant resilience and are expected to maintain healthy growth through the end of 2027. Barclays has therefore raised its S&P 500 earnings per share (EPS) forecast for 2026 from $337 to $365, and for 2027 from $389 to $414, while increasing its year-end 2026 target price to 7,950 points. Furthermore, the development of artificial intelligence (AI) has also driven earnings growth in small-cap stocks, and VTI has sufficient exposure to this sector to enhance growth potential.
12:48
Novo Nordisk's Wegovy shows positive results in child obesity trial, but market adoption faces hurdles; shares down 17% over past year
Novo Nordisk's (NYSE:NVO) Phase 3 STEP Young trial for its obesity drug semaglutide (Wegovy) showed positive results in children aged six to under twelve, with a meaningful share moving below the clinical obesity threshold. However, market adoption faces challenges including payer hurdles, ethical scrutiny, and a planned price reduction in 2027. NVO shares have fallen 17% over the past year, trading at $43.07.
12:47
Institutional investors are dangerously overinvested in stocks, BofA survey shows
According to the latest closely watched survey from BofA Securities, major institutional investors remain heavily overinvested in stocks, even at almost unprecedented valuations, and underinvested in safer bonds.
12:44
Alec Litowitz, founder of the hedge fund, advises investors to prioritize adaptability over always being right.
Magnetar Capital founder Alec Litowitz, an early investor in SpaceX and CoreWeave, advises investors to prioritize adaptability over always trying to be right in today's uncertain world, according to MarketWatch.
12:42
99.51 million USDC, worth approximately $99.51 million, has been minted on-chain.
On-chain data shows a single mint of 99,513,500 USDC.
12:41
Maduro Fixer Saab Pleads Guilty in US Money-Laundering Case
12:38
Iran's foreign minister claims hundreds of U.S. military sites hit and dozens of aircraft damaged
Iran's foreign minister rejected claims that Iran is defenseless, asserting that these figures were based on Pentagon information and that Tehran will disclose additional details "in due course." The claims were not independently verified in the statement provided.

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