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9/16
09:06
Evin McMullen, CEO and co-founder of Billions, wrote in CoinDesk that while the recent theft of $320 million on the blockchain is a large sum, such losses are recoverable because fund flows are publicly traceable and attackers may negotiate for their return. However, damage caused by identity information leaks is irreparable. For example, the user names, phone numbers, and home addresses of hardware wallet manufacturers like Trezor were leaked, and once this information is exposed, it cannot be easily changed. McMullen warned that the current "honeypot" architecture, which conflates identity verification with data collection, if applied to billions of AI agents, would lead to massive identity leakage risks. He called for the industry to adopt "proof without submission" technology to protect user privacy.
09:05
The attack comes amid ongoing threats to commercial shipping in the Strait of Hormuz, one of the world's most critical energy chokepoints. Market analysis suggests that further attacks on U.S.-linked vessels could heighten security concerns and add a new geopolitical risk premium to oil prices.
09:04
The Taser-maker's shares were among the biggest S&P 500 losers on Tuesday, as investors reacted negatively to its plan to issue $1 billion in 0% convertible notes. Proceeds from the offering will fund operations, acquisitions, investments, and the cost of a capped-call transaction designed to limit share dilution.
09:03
JPMorgan Chase reported FY2025 revenue of $182.4 billion and net income of $57.0 billion. Nu, the parent company of Nubank, saw its FY2025 revenue reach $16.3 billion with a net income of $2.8 billion.
09:03
Elon Musk's current net worth is $895 billion, having increased by $237 billion this year, according to Bloomberg data. However, his wealth has experienced significant fluctuations, with SpaceX shares falling from $185 in June to $110 in August, leading to hundreds of billions of dollars evaporating. Additionally, Tesla's stock has dropped 20% this year, and investors are demanding that the company prove its capabilities in AI and robotics. Musk also holds a 90% stake in The Boring Company, which recently completed a $3 billion funding round at a $23 billion valuation.
09:03
US retail sales rose by 1.2% month-over-month in August, significantly exceeding the market consensus of 0.8% and marking the largest single-month increase in nearly five months, data released by the US Census Bureau on Wednesday showed. The July data was revised to a 0.5% decline.

A key highlight of the data was the broad-based strength across all categories. Sales in the "control group," which directly feeds into GDP calculations, surged by 1.4% month-over-month, marking its strongest single-month performance in nearly two years. Core retail sales, excluding automobiles and gasoline, also increased by 1.2% month-over-month. Following the data release, the DXY briefly edged lower, spot gold saw a slight uptick, and US Treasury yields showed little fluctuation. Analysts suggest that the robust retail data reinforces consumer support for economic growth, providing a modest boost to risk asset sentiment, despite consumer confidence remaining near historical lows.
08:58
Yardeni cited rising bond yields and increased downturn risks over the next 3–6 months as reasons for the cut. He also lowered his expected forward P/E multiple to 18.6 from 19.8. Despite the near-term caution, Yardeni still projects the S&P 500 to reach 10,000 by 2030, but warns that higher inflation and slower growth could pressure stocks in the short term.
08:54
Reuters Breakingviews notes that markets currently anticipate the Federal Reserve will raise interest rates four times over the next year, each by 25 basis points, bringing the rate to approximately 4.6%. Traders also expect the European Central Bank's rate to reach 3.25% and the Bank of England's to hit 4.75%. The analysis suggests these expectations might be too high, citing relatively contained underlying inflation and the potential for high energy prices to ultimately dampen economic growth rather than trigger persistent inflation.
08:53
Alluvium Asset Management noted in its Q2 2026 letter to investors that chemical and plastics manufacturer LyondellBasell (LYB) fell 34.0% during the quarter, following an 88.3% gain in the previous quarter. The fund managers expressed surprise at the market's reaction to the "ceasefire" in the Iraq War, believing it should have boosted expectations for commodity markets, yet polyethylene and polypropylene prices have already fallen by approximately 15%. The fund reduced its position by about two-thirds during its March quarterly rebalancing, and LYB currently represents 2.1% of the fund's holdings.
08:53
Conventum – Alluvium Global Fund, managed by Alluvium Asset Management, stated in its Q2 2026 investor letter that Google parent company Alphabet's stock price rose by 24.4% during the quarter, with revenue increasing by 22%, exceeding expectations. The fund noted that Alphabet appears unable to meet market demand and has therefore once again increased its capital expenditure budget to $190 billion, with further increases expected next year, which has raised some concerns for the fund.
08:52
Dune Oil Corp (CSE:DUNE, FRA:Z620) announced its OTCQB trading symbol changed to "DUNXF" effective September 14. The company also closed additional tranches of a non-brokered private placement, raising gross proceeds of C$422,500. These funds will support its work program on the M47 oil exploration block, investor relations, and general working capital.
08:52
Yahoo Finance analysis suggests that a $1,000 investment in Oracle stock today could grow to approximately $1,464 by 2030, representing an annualized return of about 10%. The article notes that while Oracle benefited in the early stages of the AI era, its recent performance has lagged behind other AI infrastructure stocks. Furthermore, its AI business is highly concentrated with OpenAI, facing significant upfront investment and customer risk, leading the market to adopt a cautious stance on its AI infrastructure investments.
08:48
Liberty Capital Corporation (NASDAQ:GLIBK), a communication services company, has acquired Quintillion for $360 million. Quintillion owns approximately 3,000 kilometers of fiber optic cable and plans to expand it by another 2,500 kilometers, a move that aligns with Liberty's GCI operations. Quintillion reportedly generates $55-60 million in revenue and $30 million in free cash flow, with expected synergies of around $20 million from the deal. This acquisition is anticipated to boost Liberty Capital's valuation by approximately 35%. The company also decided to exit the competitive video business.
08:48
Alluvium Asset Management stated in its Q2 2026 investor letter that despite market concerns over broadband subscriber losses and flat average revenue per user (ARPU), it is optimistic about the future prospects of U.S. broadband company Charter Communications (NASDAQ:CHTR) due to its rapid mobile subscriber growth and management's 60% increase in anticipated synergies from the upcoming Cox acquisition.

CHTR shares closed at $141.20 on September 15, down 7.39% over the past month and 47.32% over the past 52 weeks.
08:48
J.B. Hunt (JBHT) shares plummeted 11% on Wednesday morning, making it the worst-performing stock on the S&P 500. CFO Brad Delco had warned of an impending earnings decline at a Morgan Stanley conference late Tuesday, citing rising costs that outpaced the company's ability to raise prices.
08:47
The National Payments Corporation of India (NPCI) will introduce a 0.4% merchant discount rate (MDR) on Unified Payments Interface (UPI) transactions exceeding Rs2,000 (approximately $20.8), effective from October 15. Customers will not pay the MDR directly, and banks have been advised to ensure that merchants do not pass the charge on to customers. The Reserve Bank of India (RBI) supports this move, stating it will strengthen the long-term sustainability of India's digital payments ecosystem.
08:47
According to Bloomberg and the Financial Times, OpenAI's latest funding round values the company at $1.2 trillion, while the New York Times reports a valuation of $1.5 trillion, a difference of $300 billion. OpenAI's annualized revenue run rate is $40 billion, but it is not expected to achieve profitability until 2030. Meanwhile, its competitor Anthropic has an annualized revenue run rate of $65 billion and may already be profitable. Anthropic plans an IPO with a target valuation of up to $2 trillion, potentially surpassing OpenAI's current funding valuation before either company goes public.
08:47
A forecast engine model suggests that a $5,000 investment in Tesla (NASDAQ:TSLA) stock could be worth $5,335 in a bear-case scenario, $6,612 in a base-case scenario, and $9,088.50 in a bull-case scenario by 2031. These projections correspond to modeled share prices of $389.92, $483.26, and $664.27 respectively. The model cites Q2 2026 revenue of $28.24 billion (up 25.52% YoY), 1.48 million active FSD subscriptions (up 56% YoY), and the launch of Robotaxi services in seven U.S. metros as key drivers. However, Q2 operating income fell 56.88% YoY, free cash flow turned negative at -$1.09 billion, and full-year 2026 capex is guided above $25 billion, posing risks. Wall Street's consensus one-year target of $390 aligns with the bear-case projection.
08:45
Ed Yardeni, a prominent Wall Street bull, is slashing his year-end forecast for the S&P 500 Index to 7,900, citing increasing risks of a downturn in the next three to six months. This adjustment comes a month after he had previously raised his outlook.
08:45
Jo Townsend, CEO of the Guardians of New Zealand Superannuation, which manages the country's $54.4 billion wealth fund, cautioned that U.S. equity returns are likely to slow. She noted that U.S. equities' returns over the past couple of years are close to double the annualized returns for the past 20 years, suggesting an eventual reversion to the mean. The fund returned 14.2% in the year to June 30.
08:44
Al Jazeera reported that displaced persons camps in Yemen's Taiz province are overcrowded following recent Houthi offensives. The UNHCR stated that at least 100,000 people have fled their homes since the escalation of hostilities, with 65,845 people displaced in Taiz province between August 10 and September 15. Houthi forces have seized control of most of the Red Sea coast, including the port of Mocha, and government forces also launched airstrikes against Houthi positions last week, leading to an escalation of fighting on multiple fronts. This conflict has intensified pressure on global trade routes, particularly the Bab el-Mandeb Strait.
08:37
★★★★★Previous -0.2%Forecast 0.5%Actual 1.4% Above forecast↑
08:37
The analyst studied the 30 stocks with the strongest upward trends over the past three months, using data going back to 2024. The results showed that these stocks had an average return of 2.15% in the following month, outperforming stocks with downward trends (1.57%) and the remaining stocks (1.84%). Furthermore, when the analyst's bullish sentiment (at least 80% of analysts giving a "buy" rating) was combined with a strong upward trend, the average return of these stocks further increased to 2.61%, with 57% positive returns and 50% outperforming the S&P 500 index. The analysis pointed out that the advantage of such stocks lies in the larger size of their winning trades, rather than a higher frequency of wins.
08:37
Conventum – Alluvium Global Fund, managed by Alluvium Asset Management, stated in its Q2 2026 investor letter that its purchases of recruitment consulting firm Robert Half Inc. (NYSE:RHI) in May, August, and October 2025 were "mistakes," but are now "less wrong." The fund anticipates a slow recovery in the recruitment/outsourcing market, and Robert Half's recent performance seems to confirm this. The fund has not traded the stock, and its current position is 2.7%. Robert Half Inc. closed at $38.30 on September 15, down 12.03% over the past month and up 10.28% over the past 52 weeks.
08:36
Alluvium Asset Management, in its Q2 2026 investor letter, revealed it increased its position in Ryanair Holdings plc (NASDAQ:RYAAY) when the share price was faltering. Following a rebound that saw Ryanair's stake exceed 10% of the Conventum – Alluvium Global Fund, the firm trimmed its holdings, which now account for 9.9% of the fund. Ryanair closed at $51.95 per share on September 15, 2026, having declined 5.18% over the past month and 9.81% over the past 52 weeks.
08:36
Futures for the Dow Jones Industrial Average and other major stock indexes traded higher Wednesday as Wall Street braced for a likely Federal Reserve rate hike and Fed Chair Kevin Warsh's press conference. Intel (INTC) and SK Hynix (SKHY) were early winners on the stock market today. Ahead of Wednesday's open, Dow futures rose 0.3%.
08:32
From razors to soda, private label keeps eating retail. For many big brands, there’s no point fighting it.
08:32
US President Donald Trump's sweeping executive order restricting foreign-made grid equipment, particularly from Chinese suppliers, has led to delays in renewable energy projects and risks their cancellation. Lawyers warn that these restrictions will result in higher costs for energy developers, even as AI-driven power demand surges.

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