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9/16
11:29
Yahoo Finance Analysis: 5 Nasdaq Dividend Stocks Recommended for Economic Cycle Volatility
Yahoo Finance analysis suggests that during times of economic uncertainty, investors should focus on companies whose dividends are supported by contractual or recurring revenue streams. The article recommends five Nasdaq-listed stocks: York Water (YORW), Willis Towers Watson (WTW), Mondelez International (MDLZ), Amdocs (DOX), and Ituran Location and Control (ITRN). These companies have recently increased their dividend payouts and are considered resilient against economic cycles, offering investors stable income in the fourth quarter.
11:29
Goldman Sachs Chief US Economist David Mericle stated that the US economy is not overheating, inflation pressures are manageable, and the labor market is healthy.
Mericle believes the Federal Reserve can raise interest rates without committing to further action, but rising oil prices could complicate the Fed's policy path.
11:28
Elon Musk reposted a tweet stating that SpaceX's Starlink satellites performed 207,152 active collision avoidance maneuvers in six months.
SpaceX's Starlink satellites have performed 207,152 active collision avoidance maneuvers in the past six months. This advanced autonomous system detects potential close approaches, calculates risk levels, and adjusts orbital paths when necessary, operating with an extremely cautious action threshold of just one in thirty million.
11:26
Djibouti calls for urgent international assistance as over 2,500 Yemenis flee to the country since last week, with numbers expected to reach 10,000
Djibouti's Interior Minister Omar Abdi Said warned on Wednesday that the influx of Yemeni refugees, already exceeding 2,500 since last Thursday, has surpassed national capacity and is projected to rise to about 10,000 in the coming weeks. The country is facing increasing pressure amid declining international funding, prompting calls to the United Nations and international partners to mobilize urgent financial resources. The displacement is driven by heavy fighting in western Yemen between Iran-backed Houthis and the Saudi-backed government.
11:25
Circle CEO Jeremy Allaire stated that the "Clarity for Payment Stablecoins Act" is not "dead" and that stablecoins could address the approximately $60 trillion cash market.
Circle CEO and co-founder Jeremy Allaire outlined his grand vision for the digital dollar in an interview with Bloomberg, stating that stablecoins are poised to address the approximately $60 trillion cash market. He explained how Circle can scale without the CLARITY Act and called blockchain finance an "irreversible mega-trend." Allaire also detailed the launch of Arc, which already has hundreds of companies participating.
11:25
Forrester Analyst Kodali: Strong US Retail Sales Data Masks Consumer Divergence, High-Income Earners Still Spending
Forrester analyst Sucharita Kodali stated that strong U.S. retail sales data masks significant divergence among consumers. High-income shoppers continue to spend, while rising gasoline costs are squeezing low-income households. She explained that as mid-tier retailers struggle, Walmart, Costco, and Amazon are poised to further expand their market share in the upcoming holiday shopping season.
11:23
Analysts warn: The Federal Reserve is over 92% likely to raise interest rates by 25 basis points on Wednesday, but a dovish stance from Chair Warsh could trigger a sell-off in long-term US Treasuries.
Wallstreetcn.com cited analysts' views that the market widely expects the Federal Reserve to raise interest rates by 25 basis points on Wednesday, bringing the benchmark rate to the 3.75%-4.00% range, with a probability exceeding 92%. However, Robin Brooks, Senior Fellow at the Brookings Institution, and Robert Sockin, Chief U.S. Economist at PGIM, both warned that if Federal Reserve Chairman Kevin Warsh's remarks at the press conference are more dovish than market expectations, it could lead to a sell-off in long-term U.S. Treasury bonds. The current 10-year U.S. Treasury yield climbed above 5% on Tuesday, reaching a 19-year high. Analysts believe that Warsh's rhetoric risk far outweighs the rate decision itself, and his statements will be key in determining market direction.
11:20
WTI crude oil is down 4.09% today, currently trading at $101.500.
11:17
Al Jazeera: Israeli "double-tap" airstrike kills schoolchild in Gaza
Al Jazeera reported that Israel launched a "double-tap" airstrike on Gaza City on Tuesday, killing two people, including a 15-year-old schoolboy, despite a "ceasefire" agreement brokered by the US between Israel and Hamas last October. According to reports, a Palestinian civil defense medic was injured in the first strike, and then the schoolboy, Mohammed Abdul Zinati, who came to his aid, was killed in the second strike. Since the "ceasefire" in October 2025, at least 1,381 people have been killed and 4,757 injured in the Gaza Strip.
11:12
American Express Raises Revenue Growth Outlook to Nearly 10% and VCE Outlook to 44%-45% of Revenue, Citing Strong Spending
American Express CFO Christophe Le Caillec stated that operating trends remained strong through the first half of 2026, with foreign-exchange-adjusted revenue increasing 10% and earnings per share rising in the mid-teens. The company also raised its 2026 outlook for variable customer engagement (VCE) expenses from approximately 44% to 44%-45% of revenue. Le Caillec noted that credit metrics have remained stable, and Millennials and Gen Z customers account for 65% of new accounts.
11:07
Norfolk Southern CEO Mark R. George sold 1,035 shares worth ~$335,000
Norfolk Southern Corporation (NYSE:NSC) President & CEO Mark R. George sold 1,035 shares of common stock on September 13, 2026, for a total value of approximately $335,000, according to a recent SEC Form 4 filing. The transaction was a non-discretionary execution to cover tax liabilities associated with restricted stock units granted in September 2024. Following this transaction, George's direct ownership stake represents 0.0101% of the company.
11:03
Garmin's stock, a competitor to Apple Watch, hit a new high in July after its Q2 earnings exceeded expectations, then pulled back and is now struggling to break out of its buy zone.
Global positioning system and wearable technology leader Garmin (GRMN) is a competitor to Apple (AAPL) in the smartwatch sector. After exceeding expectations in its Q2 earnings report, Garmin's stock hit an all-time high in July but has since pulled back from that peak. Currently, the stock is struggling to break out of its buy zone and hold above key moving averages.
11:03
NVIDIA Vera Rubin NVL72 system debuts in MLPerf Inference v6.1 tests, achieving up to 3.7x higher throughput.
NVIDIA announced that its Vera Rubin NVL72 system debuted in the MLPerf Inference v6.1 tests, achieving up to 3.7 times higher throughput than the GB300 NVL72 in benchmarks such as DeepSeek-R1 and Qwen3-VL. Additionally, software optimizations boosted performance by up to 1.6 times compared to v6.0, with the GB300 NVL72 demonstrating 99% scaling efficiency in a 288-GPU configuration.
11:03
Yahoo Finance Analysis: TSMC's Q2 revenue increased by 36% year-over-year, with a gross margin of 68%. August revenue grew by 53.3%, and the full-year guidance was raised to over 40% growth.
Yahoo Finance analysis indicates that TSMC (TSM) reported a 36% year-over-year increase in Q2 revenue, reaching $40.2 billion, with a gross margin of 67.7%. The company's August monthly revenue surged by 53.3% year-over-year, and management raised its full-year 2026 revenue growth guidance to "slightly above 40%." The analysis suggests that TSMC's bottleneck position in CoWoS advanced packaging technology grants it superior pricing power and offers better AI leverage than NVIDIA or Intel.
11:03
Morgan Stanley Wealth Management Analysts: Six Signs the Crypto Winter Is Ending
Denny Galindo, Executive Director at Morgan Stanley Wealth Management, analyzed that digital assets typically follow a four-year cycle, comprising three years of bull market and 12 to 14 months of bear market (i.e., crypto winter). He listed six historical indicators suggesting that the current crypto winter may be ending and the market is entering "crypto spring": cycle length (time interval to next halving and from last peak), exchange and institutional stress (such as BitMEX closure), Bitcoin's drawdown from peak (currently 53%), Bitcoin mining difficulty (has declined but not yet rebounded), Thermocap multiple (currently 13x, historically single digits at the end of crypto winters), and price action (50% rebound from historical lows). He emphasized that these observations are not predictions but are worth noting.
11:03
Goldman Sachs Partner Bobby Molavi: AI regulatory disputes, oil prices breaking $100, US Treasury yields surpassing 5%, and Federal Reserve rate hike expectations are disrupting markets.
Goldman Sachs partner Bobby Molavi noted in his latest market commentary that while the S&P 500 index shows limited surface volatility, the market is undergoing a dramatic revaluation internally. He believes that controversies surrounding AI regulation, oil prices breaking above $100, the 10-year US Treasury yield surpassing 5%, and expectations of Federal Reserve interest rate hikes are simultaneously disrupting the market, leading to a significant disconnect between index performance and its internal structure.
11:02
China's feed producer, Anyou Biotechnology, is making its third attempt at an IPO on the Shenzhen Stock Exchange's main board, aiming to raise 810 million yuan. Its eldest daughter, Hong Wanling, serves as chairperson but does not hold a controlling stake.
Aonong Biotechnology Group Co., Ltd., a Chinese feed producer, recently disclosed its first round of audit inquiry responses, continuing its push for an IPO on the Shenzhen Stock Exchange's Main Board. The company aims to raise approximately 810 million yuan for projects including feed production, digital transformation, and R&D centers. This marks Aonong Biotechnology's third IPO attempt in ten years, with the previous two being unsuccessful. The company resubmitted its application in June 2026, following the passing of its founder, Hong Ping, in 2024. Currently, his eldest daughter, Hong Wanling, serves as chairwoman and holds dominant control over operational decisions through a concerted action agreement. However, her brother, Hong Fuyou, and his two daughters collectively hold a larger stake (29%) in the family's core shareholding platform compared to Hong Wanling (24%). In 2025, the company reported revenue of 10.133 billion yuan and a net profit of 251 million yuan. However, due to the hog cycle, revenue has not yet recovered to 2023 levels. Wens Foodstuff Group Co., Ltd., through its subsidiary, holds a 28.05% stake in Aonong Biotechnology, making it the second-largest shareholder and the largest customer.
11:02
Optical stocks rebound, with Coherent up 6%, Lumentum up 5%, and Applied Optoelectronics up 3%.
On Wednesday morning, Coherent Corp. (COHR) rose 6% to $287.21, Lumentum Holdings (LITE) gained 5% to $878, and Applied Optoelectronics (AAOI) increased 3% to $97.9. This surge was primarily driven by short covering after these stocks experienced significant declines over the past month, rather than new catalysts or fundamental changes. The iShares Semiconductor ETF (SOXX) rose only 2%, and the SPDR S&P 500 ETF Trust (SPY) gained 0.3%, indicating that this rebound was limited to the sector and not a broad market revaluation.
11:00
SpaceX rose 6.17% today, now trading at $152.345.
10:51
KICK Korea Semiconductor Index ETF (KCHP) Launches on NYSE Arca, Offering Focused Exposure to South Korean Chipmakers
The new fund, launched on September 15, is the first product in a new KICK ETFs series from Exchange Traded Concepts and Kiwoom Securities (USA) Inc. It provides U.S. investors with a single-ticker option to invest in a basket of South Korean semiconductor companies, distinct from broader Korea or global chip funds. KCHP carries a net expense ratio of 0.65%.
10:49
Egypt's el-Sisi rejects displacement of Palestinians from Gaza
Egyptian President Abdel Fattah el-Sisi firmly rejected any plans for Palestinian displacement, following comments by Israel’s Defence Minister Israel Katz. Katz had stated the army would “finish the job” in Gaza to “implement the migration plan,” and that Israel was ready to remove Palestinians from Gaza by sea and land. El-Sisi made his remarks during a visit by Palestinian President Mahmoud Abbas on Wednesday, stressing Egypt’s firm stance against such actions. US Ambassador Mike Huckabee has denied any plan to “displace people out of Gaza against their will.”
10:46
Dalio's Bridgewater and Wood's ARK Invest both held Eli Lilly and Nvidia in Q2
According to an analysis of their Q2 13F filings, Ray Dalio's Bridgewater Associates and Cathie Wood's ARK Invest both held shares in Eli Lilly (LLY) and Nvidia (NVDA). Bridgewater held 87,023 Eli Lilly shares (worth $104.4 million) and 3.87 million Nvidia shares (worth $773.6 million), reducing its Nvidia position by 826,808 shares during the quarter. ARK held 77,254 Eli Lilly shares (worth $92.7 million) and 1.38 million Nvidia shares (worth $276.4 million), increasing its positions in both stocks.
10:46
Parnassus Growth Equity Fund's Q2 letter states that Lumentum Holdings (LITE) plays a critical role in AI infrastructure optical networking.
Parnassus Growth Equity Fund stated in its Q2 2026 investor letter that Lumentum Holdings Inc. (Nasdaq: LITE) holds a critical position in the optical networks of AI infrastructure. As data demand grows, the market is shifting from copper-based systems to fiber optic systems. The company's components enable faster and more efficient data transmission, and it possesses competitive advantages such as deep technological expertise and high switching costs. As of September 15, Lumentum's stock price was $838.96, having risen 439.98% over the past year. The fund's Q2 return was 17.49%, outperforming the Russell 1000 Growth Index's 16.74%.
10:46
Altimeter Capital founder Brad Gerstner called the "negative sentiment" surrounding AI a "political agenda," and disclosed new purchases of Qualcomm and Micron Technology in the second quarter.
Brad Gerstner, founder and CEO of Altimeter Capital, stated on CNBC that he supports AI safety measures but believes some concerns are exaggerated and aim to advance political agendas. He questioned whether there is coordination and funding behind these "catastrophizing" narratives, hinting at a possible connection to China.

Altimeter Capital's Q2 13F filing shows the fund established new positions in Qualcomm (QCOM) and Micron Technology (MU). As of June 30, Altimeter purchased 1.88 million shares of Qualcomm, valued at approximately $347.9 million, accounting for 3.54% of its U.S. equity portfolio. Concurrently, it bought 209,520 shares of Micron Technology, valued at approximately $241.8 million, representing 2.46% of the portfolio.

Some analysts believe the market still views Qualcomm primarily as a smartphone chip company, overlooking its potential as an AI data center supplier. At its investor day in June 2026, Qualcomm introduced its High Bandwidth Computing (HBC) architecture, designed to address HBM and CoWoS packaging bottlenecks in AI chips. Microsoft and Meta have agreed to use Qualcomm's new AI chips, but HBC technology has yet to undergo large-scale real-world testing.
10:46
Dell Rises 5% to $568.52, Super Micro Climbs 3% to $36.87, and Hewlett Packard Enterprise Ticks Up, Despite Silver Lake's Fresh Share Sale Filings
Dell Technologies (NYSE:DELL) shares are up 5% to $568.52, extending a 356% year-to-date advance, while Super Micro Computer (NASDAQ:SMCI) stock gains 3% to $36.87, and Hewlett Packard Enterprise (NYSE:HPE) stock rises to $57.25. This surge in server stocks is attributed to strong demand for data center hardware, with buyers shrugging off Silver Lake's latest Form 144 filing to sell 80,010 Dell Class C shares. The iShares U.S. Technology ETF (NYSEARCA:IYW) is up 0.84%, and the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is up 0.36%, indicating technology is outperforming the broader market, led by server names. A Federal Reserve rate decision later today is considered the session's biggest risk, as a hawkish surprise could reverse these gains.
10:45
GE Vernova (GEV) shares have given back gains since July, but Guggenheim analyst Joseph Osha maintains a Street-high $1,450 price target, implying 64% upside.
GE Vernova (NYSE:GEV) shares have fallen 17.03% in the past month and 10.38% since its strong Q2 earnings report on July 22, currently trading at $882.17. Despite the pullback, Guggenheim analyst Joseph Osha raised his price target to a Street-high of $1,450, suggesting a 64% upside from current levels. Osha's bullish outlook is based on hyperscaler-driven demand for transformers and turbines, margin expansion from higher-priced backlog, and multi-decade cash flow from long-term service agreements.
10:39
Zillow Loses Antitrust Battle Over Chicago Area Listings Feed
Zillow Group Inc. lost its bid to force Illinois’ largest provider of real estate listings to provide access to its data about homes for sale.
10:37
Anthropic and OpenAI's proposed AI risk assessment tool is being questioned, with experts stating its power is insufficient to prevent catastrophe.
Julie Andersen Hill, Dean of the University of Wyoming College of Law, pointed out that these evaluators lack "kill switch" power to stop model training or release, which is not comparable to the power of bank regulators. Albert Ziegler, Head of AI at cybersecurity firm XBOW, also stated that evaluators do not have veto power, and the final decision-making power remains with the company. Anthropic CEO Dario Amodei previously warned that AI could cause hundreds of billions of dollars in losses within six to twelve months.
10:37
Vietnam's VinFast to acquire founder's property firm for $1.2bn to bolster finances after years of losses
10:36
Payward (Kraken parent) plans to offer U.S. clients onchain perpetual futures via Hyperliquid protocol
The company aims to become the first registered U.S. exchange to deploy markets on Hyperliquid, leveraging its $550 million acquisition of Bitnomial. The contracts would be listed under the rules of Bitnomial Exchange, which is regulated by the CFTC, subject to regulatory approval.

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