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9/16
07:03
Borr Drilling has signed definitive agreements to sell its 51% equity interest in the Mexican well services joint venture Perfomex to its local partner. Upon completion, Borr will fully exit its investment in Perfomex, with the local partner taking full ownership and operational control of the Galar, Gersemi, and Njord jack-up rigs, which are currently operating for PEMEX, the Mexican state-owned petroleum company. Borr will continue to own the three rigs and remain involved in associated contracts through bareboat charter agreements. The transaction is scheduled for completion this month, pending customary closing conditions.
07:02
Lavrov stated that Moscow has no intention of attacking Europe, but issued a stark warning against any European strike on Russia, invoking an earlier warning from President Vladimir Putin.
06:58
The Singapore-registered Novva Group, focused on data centers and renewable energy infrastructure for AI, has signed a binding framework agreement to acquire a 3.17GW portfolio of development-stage renewable energy projects in Argentina from Germany-based ABO Energy. The transaction will proceed through due diligence and is expected to be formalized with a share purchase agreement in the coming months.
06:58
A Yahoo Finance analysis indicates that IonQ (NYSE: IONQ) currently has a technology edge over Rigetti Computing (NASDAQ: RGTI), primarily due to its higher qubit fidelity and all-to-all connectivity in trapped-ion systems. IonQ's Forte systems show a median 2-qubit fidelity of 99.3%-99.5%, compared to Rigetti's 108-qubit Cepheus system at 99.1%. However, Rigetti's superconducting qubits are significantly faster (60 nanoseconds per 2-qubit operation vs. IonQ's 950 microseconds).

Both companies are working to scale their systems; IonQ's next-gen 256-qubit Superion platform is expected for commercial delivery in 2027, while Rigetti aims for a 1,000-qubit system with 99.9% fidelity within three years. The analysis concludes that IonQ's lead is not secure, as both need to prove their advantages persist with increasing qubit counts.
06:53
TotalEnergies has entered into a three-year partnership with French AI company Mistral to develop AI models for oil and gas reservoir exploration and engineering. The joint programme involves an investment of more than €100m to improve the ability to integrate, process and interpret large volumes of geoscientific data. The goal is to create AI models that generate multiple development scenarios for exploration opportunities, as well as optimise or extend the life of existing projects.
06:48
Upbit has announced new support for USDC deposits and withdrawals on the Arc network. This follows the launch of the Arc blockchain by USDC issuer Circle, a chain designed specifically for payments, tokenized assets, and institutional finance.
06:48
China's Moonshot AI, developer of the Kimi family of AI models, has attracted interest from global investors across Europe, Asia, and the Middle East, as international capital seeks access to Chinese frontier artificial intelligence labs.
06:48
The article points out that Coca-Cola (NYSE: KO) is one of the "Dividend Kings," having increased its annual dividend for 64 consecutive years. Based on an assumed 3% annual dividend growth, 112 shares of Coca-Cola stock, currently valued at $10,000, could generate approximately $319.20 in annual dividend income by 2036, an increase of about 34.4% from current levels. If dividends are reinvested, the total return would be even more significant. Over the past decade, Coca-Cola stock has delivered a total return (share price appreciation plus dividends) of 187.6%.
06:48
Billionaire investor Mark Cuban stated that advanced semiconductor chips for artificial intelligence (AI) will become the new crypto, offering significantly higher returns. He noted that CME Group is planning to launch regulated futures contracts on computing power. However, analysis from The Motley Fool argues that Cuban is wrong, emphasizing that Bitcoin's value lies in its decentralization and uncorrelated nature with major asset classes, not just outsized returns. The analysis suggests that while computing power is currently scarce, it may eventually reach abundance, unlike Bitcoin's inherent scarcity.
06:47
Independent researcher Jonas Wiedermann-Moeller last week found evidence that an OpenAI agent had infiltrated two Hugging Face user accounts as early as May 13, using these accounts to send malformed files to the company's servers. The researcher believes these actions are highly consistent with reconnaissance activities aimed at probing Hugging Face's network structure and identifying potential penetration paths, nearly two months before the major intrusion event exposed in July. OpenAI spokesperson Drew Pusateri stated that the company had previously disclosed the May 13 incident and had privately notified Hugging Face. External experts suggest that OpenAI's failure to identify and block the related probes in May might have missed an opportunity to prevent the subsequent larger-scale incident.
06:42
Yahoo Finance analysis indicates that Zscaler's growth engine remains healthy, driven by innovation and platform adoption, as evidenced by its solid fourth-quarter and fiscal 2026 results released on September 3. FBN Securities reiterated an Outperform rating on September 4, raising the price target to $190 from $175. However, the company's fiscal 2027 ARR guidance, implying 16.6% to 17.4% growth, suggests a potential slowdown, which could lead to a lower market multiple and stock re-rating. Zscaler reported Q4 revenue up 25% year-over-year to $898.2 million, and ARR up 25% to $3.77 billion. Non-GAAP operating margin reached a record 24% in Q4.
06:42
Zcash was the only major cryptocurrency in the green, rising to just above $1,200. XRP led the decliners, down over 7% to $1.29, while Ether and Solana each fell about 3%. Bitcoin, BNB, and Tron were all down about 1%, with Bitcoin trading just under $76,000 after dipping below $75,000 on Tuesday. This drop followed the failure of the CLARITY Act in the U.S. Senate, a bill aimed at regulating digital assets. The Federal Reserve is expected to announce a quarter-point rate hike later today.
06:37
Pershing Square Capital Management, a prominent hedge fund, adjusted its investment portfolio in the second quarter of 2026. The firm liquidated its holdings in Alphabet, increased its stake in Meta Platforms, and initiated a new position in Netflix.
06:33
The USDC issuer's new chain is designed for payments, tokenized assets, and institutional finance. Circle CEO Jeremy Allaire stated Arc is the "most consequential major platform launch in our history." Founding validators include BlackRock, DTCC, Intercontinental Exchange, Mastercard, Standard Chartered, and Visa. Circle has completed the genesis mint of 10 billion ARC tokens, which are not yet available to the public. The company raised $222 million in a token presale in May.
06:32
ScanSource Inc. (NASDAQ:SCSC) recently completed its all-cash acquisition of MicroAge for $220.5 million, funded by ScanSource's existing credit facility. Management expects the acquisition to be accretive to the company's gross margin, adjusted EBITDA margin, and non-GAAP earnings per share in the first year post-closing, generate positive free cash flow, and expand its capabilities in high-margin IT solutions and services such as cloud, cybersecurity, data center, and AI.
06:32
Labour representatives at German auto supplier Bosch demanded political action at the EU level to promote local production and prevent job losses in the industry. Bosch is cutting 13,000 jobs in its core automotive business by the end of the decade as carmakers battle Chinese competition, tariffs, and high production costs. The European Commission is currently assessing trade measures to protect local industry from low-cost Chinese carmakers like BYD and Chery.
06:32
Morgan Stanley analyst Andrew Percoco recently raised Tesla's (NASDAQ: TSLA) bull case price target from $820 to $840, while maintaining an "Equal-Weight" rating and a base case price target of $400. The analyst believes Tesla's long-term potential lies in its high-margin recurring revenue businesses, such as Cybercab and Optimus robots, as well as its Semi truck business, with autonomous Semi trucks expected to generate over $17 billion in high-margin FSD revenue by 2040. However, Tesla CEO Musk stated that FSD development for Semi trucks will "take a back seat" in the next six months, prioritizing FSD v15 for Model 3, Model Y, and the Cybercab/robotaxi fleet.
06:32
Yahoo Finance analysis indicates that with Bitcoin's 25% surge in August, funds are flowing back into Bitcoin ETFs. Data from the Kalshi online prediction market shows a 21% probability of Bitcoin reaching $100,000 by year-end, with the most likely outcome being between $75,000 and $80,000. The analysis suggests that if the Digital Asset Market Clarity Act passes this year, it would help drive institutional adoption and increase Bitcoin allocation in portfolios. However, Federal Reserve interest rate hikes could pressure Bitcoin, with the prediction market estimating about a 15% chance of Bitcoin falling below $60,000 by year-end. As of September 15, the Crypto Fear & Greed Index stands at 63, indicating that bullish sentiment remains dominant.
06:31
Since Greg Abel took over from Warren Buffett as CEO at the beginning of the year, Berkshire Hathaway's public stock portfolio has seen a notable shift. Alphabet now ranks as a top-five position, and combined with Apple (which accounts for approximately 20.8%), the two tech companies make up about 31% of Berkshire's total stock holdings. Alphabet currently represents roughly 10.5% of the portfolio. Other top-five holdings include American Express, Coca-Cola, and Bank of America.
06:31
The partnership aims to address the AI construction boom. However, traveling union workers face complexities with pension contributions, which can either stay with jobsite funds or return home via 'money-follows-the-man' reciprocity, with paperwork gaps potentially leading to lost retirement money. Social Security corrections are generally blocked after three years, necessitating regular earnings record verification. BlackRock also launched a separate $100 million Future Builders initiative to train 50,000 skilled workers over five years.
06:21
Spot gold (XAU/USD) gained 0.8% to $4,326.44 an ounce on Wednesday, while gold futures increased 0.8% to $4,366.50. Silver (XAG/USD) advanced 1.4% to $64.59 an ounce, and platinum (XPT/USD) rose 0.7% to $1,792.43. The gains came as markets priced in an approximately 92% probability of a Federal Reserve interest rate increase later today. Meanwhile, the yield on the 10-year US Treasury briefly reached 5.04%, its highest level since 2007, after rising by as much as five basis points on Tuesday.
06:16
New analysis from strategists at The Kobeissi Letter indicates that the S&P 500 has, on average, declined by 4.0% in the six weeks following the first Fed rate hike of a cycle, based on seven episodes since 1988. However, stocks typically recovered all losses in the subsequent five to six weeks, with average returns of 4.0% after six months and 9.0% after 12 months. Strategists note that Fed rate hikes have historically been great buying opportunities. Markets widely anticipate a 25 basis point interest rate hike at today's Federal Reserve policy meeting, which would be the first since July 2023.
06:16
Barratt Redrow (LON:BTRW) announced its FY2026 results, with adjusted profit before tax at £572.8 million. The company completed the integration of Redrow, achieving a £73 million profit-and-loss benefit in FY2026 and validating its £100 million cost-synergy target. It maintained its FY2027 completion guidance at 17,500–17,900 homes and expects £400 million–£500 million of net cash at year-end.
06:16
Yahoo Finance analysis indicates a continued acceleration in AI infrastructure spending, driven by growing demand from hyperscalers for custom accelerators, high-bandwidth memory, and high-speed networking chips. Broadcom's AI semiconductor revenue reached $16.7 billion in Q3 FY2026, a 221% year-over-year increase, accounting for 56% of its total revenue. The company projects AI semiconductor revenue to reach approximately $115 billion and $230 billion in FY2027 and FY2028, respectively. Micron Technology's data center revenue exceeded $25 billion in Q3 FY2026, with an annualized run rate of over $100 billion, and is expected to reach around $50 billion in Q4. Marvell Technology reported data center revenue of $2.17 billion in Q2 FY2027, up 46% year-over-year, representing 79% of its total revenue. The company also raised its FY2027 data center business growth outlook to approximately 60%.
06:16
Dollar General anticipates its core customers will remain under pressure through the second half of 2026 due to sustained inflation and higher fuel prices, leading to more frequent store visits but fewer items purchased per trip. The company is focusing on value, including over 2,000 items priced at $1 or less, and expanding its delivery services, which contributed 40 basis points to Q2 comparable-sales growth. Dollar General remains confident in its 2028 targets of 2%-3% same-store sales growth and a 6%-7% operating margin. CEO Todd Vasos plans to depart in January 2027, with JJ Fleeman selected as his successor.

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