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9/16
09:58
Yahoo Finance Analysis: SpaceX's AI cloud leasing business is growing rapidly, potentially boosting its valuation from $2 trillion to $3 trillion.
Analysis indicates that SpaceX's AI business generated approximately $3.2 billion in revenue in 2025, increasing to $3.4 billion by Q2 2026, and has turned positive in adjusted EBITDA. The company achieved this growth by leasing out the spare capacity of its Colossus supercomputing cluster, signing several large contracts with clients including Anthropic ($1.25 billion per month), Google Cloud ($920 million per month starting this fall), Reflection AI ($150 million per month, totaling up to $6.3 billion), and an unnamed client ($1.11 billion per month starting in December). Additionally, SpaceX disclosed a $6.7 billion six-month AI cloud deal during its Q2 earnings call, which analysts believe may be related to the U.S. Department of Defense. CFO Bret Johnsen anticipates the company's annualized revenue could reach $100 billion by the end of this year, while Elon Musk is even more optimistic, suggesting that its AI revenue might surpass the company's other businesses as early as this month.
09:58
Yahoo Finance Analysis: Amidst a nuclear energy renaissance, Cameco, Brookfield Renewable, and NuScale Power are recommended as three nuclear energy-related stocks.
Analysis suggests that the acceleration of global nuclear reactor construction and the growth in electricity demand (especially from AI and electrification) will drive nuclear energy development. The article recommends Canadian uranium mining company Cameco (CCJ), citing its operations in stable regions, the potential for uranium supply to fall short in the early 2030s, and its 50% stake in Westinghouse Electric. For conservative investors, Brookfield Renewable (BEP, BEPC), a Canadian clean energy company, is recommended. It indirectly participates in nuclear energy through its stake in Westinghouse Electric and offers a 5.1% dividend yield. For aggressive investors, NuScale Power (SMR), a small modular reactor (SMR) company, is recommended. Although the company has not yet achieved sales, it has received design approval and is seeking its first customer.
09:57
Hilton Worldwide Holdings Inc. Insider Sells $2.3M in Stock
Hilton Worldwide Holdings Inc. (NYSE:HLT) insider Laura Fuentes sold 7,289 shares of common stock on September 14, valued at approximately $2.3 million, according to a U.S. Securities and Exchange Commission (SEC) filing. The sale was conducted to cover the exercise price and related tax obligations for 12,824 options granted in 2017 and 2018. Following the transaction, the insider's direct holdings increased from 27,923 shares to 33,458 shares, as the number of shares acquired through the option exercise exceeded the number sold.
09:57
Consumer-linked stocks like Walmart face pressure as Fed rate hike looms on Wednesday
Stocks closely tied to the health of the US consumer have significantly underperformed the broader market this year. A potential Federal Reserve interest-rate hike on Wednesday may further stress this segment.
09:52
Wall Street analysts anticipate a 56% upside for Broadcom (AVGO) shares, with a consensus target price of $532.
After a summer sell-off, Broadcom's stock price has fallen 13.7% in one month, currently trading at $339. Despite reports of Anthropic slowing its construction plans triggering the recent sell-off, Broadcom CEO Hock Tan expects the company's AI revenue to reach $115 billion in fiscal year 2027 and $230 billion in fiscal year 2028. Wall Street analysts believe that Broadcom's AI business is experiencing strong growth, its stock is undervalued, and it is currently the AI stock most disconnected from its fundamentals.
09:52
JPMorgan Chase Predicts: Fed's Warsh Speech to Determine S&P 500 Trajectory, Potentially Volatile by 1% to 2%
JPMorgan Chase analysts note that while the market widely expects the Federal Reserve to raise interest rates by 25 basis points on Wednesday, Chairman Kevin Warsh's rhetoric regarding this action will be the key factor determining the S&P 500's trajectory. The bank predicts that if Warsh signals a need for significant further rate hikes to control inflation, the S&P 500 could fall by 1% to 2%; if rates are unexpectedly held steady, the index could drop by 1.25% to 1.75%. Conversely, if rates are raised with an indication that this merely unwinds 2025's accommodative policies, the S&P 500 could rise by 0.5% to 1%. The Federal Reserve will announce its interest rate decision and economic projections at 2:00 PM ET, with Warsh holding a press conference at 2:30 PM ET.
09:51
Former Infosys CEO's AI startup Hang Ten Systems nabs another $53M, bringing total funding to $85M
Hang Ten Systems, an AI startup founded by former Infosys CEO Vishal Sikka, has expanded its seed funding by another $53 million, just five weeks after its initial $32 million seed round. This new investment, led by Temasek’s early-stage investment platform Xora, brings Hang Ten’s total funding to $85 million. The Palo Alto-based startup, founded four months ago, advises large companies on AI strategy and helps build and modernize software, having already secured multiple seven-figure enterprise contracts.
09:49
Norway’s Sovereign Wealth Fund Reports $2.4 Billion Profit from Israeli Holdings in H1 2026, Up 15.7%
Norway’s sovereign wealth fund, the world's largest, reported $2.4 billion in profits from its remaining Israeli holdings in the first half of 2026, marking a 15.7% increase since the end of 2025. This comes despite the fund having cut its Israeli holdings from 61 to 29 companies last year, a move that has prompted renewed ethical concerns among campaign groups and charities.
09:49
Chinese Foreign Minister Wang Yi pledges to safeguard Iran's rights and urges reopening of Strait of Hormuz
Chinese Foreign Minister Wang Yi told his Iranian counterpart, Abbas Araghchi, in Beijing on Wednesday that China is willing to strengthen dialogue and cooperation with Iran to safeguard its legitimate rights and interests. Wang encouraged Iran and the US to remain rational and restrained, and urged all parties to take effective measures to reopen the Strait of Hormuz soon. He added that the current situation highlights the inadequacy of the existing Middle East security architecture, which needs reform and strengthening. The meeting comes a week before Chinese President Xi Jinping's planned trip to the US to meet Donald Trump, where the war on Iran and the Strait of Hormuz situation are expected to be discussed.
09:48
Lookonchain: Bitcoin ETFs See $405.45M Net Outflow on Sept 16, Ethereum ETFs Record $123.48M Outflow
On September 16, Bitcoin ETFs experienced a net outflow of 5,353 BTC, equivalent to $405.45 million. Over the past 7 days, Bitcoin ETFs recorded a total net outflow of 9,908 BTC, or $750.42 million. Ethereum ETFs also saw a net outflow of 51,443 ETH, or $123.48 million on September 16, though their 7-day net flow remained positive at 34,334 ETH, or $82.42 million.
09:48
Weitz Investment Management initiated new position in Netflix (NFLX) in Q2 2026, optimistic about its ad-supported tier
Weitz Investment Management, in its Q2 2026 investor letter for the Multi Cap Equity Fund, highlighted Netflix, Inc. (NASDAQ:NFLX) as a newly added position. The firm is optimistic that Netflix's introduction of an ad-supported tier is a savvy strategy to extend its growth runway, allowing it to participate in the global advertising market and broaden its customer base. The Multi Cap Equity Fund returned 7.90% in Q2, underperforming the Bloomberg U.S. 3000 Index's 15.71% gain. As of September 15, 2026, Netflix closed at $77.90 per share, with a market capitalization of $324.37 billion. Its shares lost 36.59% over the past 52 weeks.
09:47
US Retail Sales Rise 1.2% in August, Beating Estimates After July Drop
US retail sales broadly rose 1.2% in August, surpassing the estimated 0.8% increase, indicating continued consumer spending despite higher gasoline prices. Twelve of 13 retail categories reported increases, boosted by back-to-school shopping. This follows a decline in July.
09:47
Weitz Multi Cap Equity Fund disclosed in its Q2 2026 investor letter that it has initiated a new position in precision instrument manufacturer Mettler-Toledo International (MTD).
The fund stated that it has long been bullish on Mettler-Toledo's business and bought a small position during a brief period of stock price misalignment this quarter. As of September 15, MTD's stock price was $1,330.40, down 6.64% over the past month and up 4.43% over the past 52 weeks, with a market capitalization of $26.66 billion. The fund's return in the second quarter was 7.90%, underperforming the Bloomberg US 3000 Index's gain of 15.71%.
09:47
Anthropic's S-1 filing to disclose over 10% possibility of AI product causing human extinction
09:47
Chinese oil prices hit record highs after attacks on Saudi pipeline
The Financial Times reported that Beijing has cushioned the global impact of the Iran war by drawing down its oil stocks, but is now 'coming off its crash diet', indicating a shift in its strategy to manage oil supply amid regional tensions.
09:46
Meta CEO Mark Zuckerberg and Nvidia CEO Jensen Huang Push Back Against Calls for AI Slowdown, Citing Strong Natural Incentives for Safe Development
09:46
Experts at Fashion Tech Show suggest AI and automation are key to overcoming onshoring challenges
At the Fashion Tech Show in Los Angeles on Tuesday, experts highlighted that AI and automation technologies could mitigate issues like high labor costs and disjointed supply chains, which currently hinder the return of manufacturing to the U.S. CreateMe Technologies, an AI robotics company, is already automating apparel manufacturing to enable faster, localized, on-demand production. Black Swan Textiles' Keith Hoover noted AI's potential in product creation and inventory planning to reduce overproduction, while Lalaland Production and Design's Alexander Zar emphasized the need for automated processes like 3D knitting and printing for mass-market onshoring, especially given the limited domestic raw material supply.
09:46
Nvidia and SK Hynix's comments suggest strong outlook for Micron Technology
Nvidia stated in its fiscal 2027 second-quarter results last month that memory price hikes are here to stay, expecting margin pressure due to higher component costs. South Korean memory giant SK Hynix anticipates the memory shortage to worsen next year, with demand potentially outstripping supply beyond 2030. Consensus estimates project Micron's fiscal 2027 revenue to grow by 88% to $244.5 billion, and earnings per share to jump by 112% to $156.07. Micron Technology is set to release its fiscal 2026 fourth-quarter results on September 30.
09:41
HIVE subsidiary BUZZ HPC strikes AI infrastructure deal with ProCogia
HIVE Digital Technologies subsidiary BUZZ High Performance Computing Inc. has partnered with Vancouver-based applied-AI and data engineering company ProCogia. Under the agreement, ProCogia will procure dedicated GPU capacity from BUZZ HPC's Canadian data centers to layer its applied-AI stack, including LLM hosting and bespoke model training, for enterprise and small- and medium-business clients in Canada, the United States, and Europe. ProCogia will also become a preferred applied-AI services partner for BUZZ HPC's customers, with plans to co-sell into the U.S. and Europe.
09:40
US Energy Secretary Wright states that getting more flow through the Bab el-Mandeb Strait would be helpful.
09:40
WRIGHT: 18 million barrels flowed out of Persian Gulf on Sept. 15
09:37
Revolut Identity Theft Incident Highlights KYC Risks, Cointelegraph Analysis Suggests Zero-Knowledge Technology as Potential Solution
Cointelegraph analysis indicates that the identity theft incident at Revolut exposed the inherent risks of "Know Your Customer" (KYC) processes. The article suggests that zero-knowledge technology could resolve this issue by allowing companies to verify identities without storing user identification documents.
09:36
Cathie Wood Predicts SpaceX Starship to Generate $10 Trillion in Revenue by 2030
Cathie Wood made a bold revenue prediction for SpaceX's Starship spacecraft on Tuesday evening. SpaceX is a significant holding in ARK's funds and is preparing for the spacecraft's 14th flight next week.
09:32
China's Z.ai raises year-end revenue target by 25% to US$3 billion after US$5 billion cash injection
The Chinese artificial intelligence developer Z.ai disclosed during an investor call on Wednesday that its updated annual recurring revenue (ARR) projection is up from a previous estimate of about US$2.4 billion. The firm indicated that the fresh US$5 billion cash injection helped clear its computing capacity bottlenecks.
09:30
Some analysts believe that despite NVIDIA's market capitalization exceeding $5 trillion, its forward P/E and PEG ratios indicate "reasonable price growth," thus warranting continued buying.
The analysis indicates that NVIDIA's Q2 FY2027 revenue reached $96.22 billion, a year-over-year increase of 105.8%. Within this, data center revenue was $89.02 billion, up 117% year-over-year, and networking revenue was $40.31 billion, up 138% year-over-year. Management projects Q3 revenue to be $108 billion and anticipates revenue growth of approximately 70% for FY2028. Additionally, analysts have revised their earnings per share (EPS) forecast for NVIDIA in FY2028 from $12.67 to $15.57 within 90 days, suggesting its profitability continues to outpace valuation multiples.
09:25
Winbond Electronics to Acquire Infineon's NOR Flash and F-RAM Businesses for $1.12 Billion in Cash
German semiconductor giant Infineon Technologies announced the divestiture of its memory business, selling its NOR Flash and F-RAM divisions to Taiwanese memory manufacturer Winbond Electronics for $1.12 billion in cash. The transaction is expected to close in the second half of 2027, pending regulatory approvals. This business primarily serves automotive, industrial, and infrastructure customers, and will operate as an independent entity headquartered in Silicon Valley after the transaction. Infineon's move aims to further focus on its core businesses, while Winbond Electronics will significantly expand its footprint in the specialized memory market.
09:25
Gold rose 1.57% intraday, now trading at $4,401.00.
09:24
SK Hynix is reportedly in talks with Intel to build a memory chip plant in the US; SK Hynix denies any plans have been finalized.
SK Hynix, a South Korean memory chip giant, is in talks with Intel to produce RAM chips in the United States for the first time, Reuters reported, citing anonymous sources. Options under discussion include SK Hynix leasing space at Intel's Ohio factory or forming a joint venture that could include cloud service providers. SK Hynix responded to TechCrunch on Wednesday, stating that the company is exploring various options to strengthen its global competitiveness, but no specific plans or arrangements have been finalized, nor have decisions been made regarding the two scenarios mentioned in the report. SK Hynix is already building a $3.8 billion advanced packaging and research facility for AI chips in Indiana, expected to begin production in 2029.
09:20
Wasatch Long/Short Alpha Fund: Bloom Energy (BE) short position dragged down fund performance, with its stock price surge reflecting excessive exuberance in the small-cap AI market.
Wasatch Global Investors noted in its Q2 2026 investor letter that its Long/Short Alpha Fund's short positions performed poorly, with Bloom Energy Corporation (NYSE:BE) being one of the biggest detractors. The fund believes that Bloom Energy's recent significant stock price increase reflects excessive AI-related euphoria in the small-cap market. As of September 15, Bloom Energy's stock price was $259.35, up 25.51% over the past month and 225.53% over the past year, with a market capitalization of $76.39 billion.
09:20
Real REMAX Group (REAX) stock declined 30.93% over the past month due to fears of AI disrupting its business model, according to Wasatch Long/Short Alpha Fund
Real REMAX Group Inc. (NASDAQ:REAX), a real estate technology company, saw its stock decline 30.93% over the past month and 61.84% over the past year, closing at $19.27 per share on September 15, 2026. Wasatch Long/Short Alpha Fund, in its Q2 2026 investor letter, cited concerns that AI may disrupt Real REMAX Group's business model as a key reason for the stock's weakness.

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