The AI buildout is shifting gears, and the companies supplying its memory and compute are sitting on multi-year contracted revenue that Wall Street may still be underestimating.
DraftKings is upgraded from neutral to bullish as fears over the 'phantom tax' proved overblown and customer demand remains robust. DKNG's Q2 saw 73% YoY customer growth at 8% lower CAC, strong handle gains, and a rapidly scaling Predictions segment, despite headline revenue and margin misses. Expense discipline is now the critical swing factor; DKNG trades at 14.34x 2028E earnings with 90.49% EPS growth projected, but continued high sales/marketing spend could delay profitability.
Despite much of the Trump family launching a personalized meme coin at the time of the billionaire republican's second inauguration, the commander-in-chief's cryptocurrency has been taking up the bulk of the attention and the bulk of the volume.
Lennar maintains a Buy rating, supported by Berkshire Hathaway's increasing stake and a resilient, asset-light balance sheet. Berkshire's position in LEN grew by 30% in Q2, while its outright acquisition of Taylor Morrison signals deepened conviction in homebuilding. LEN's Q2 saw gross margins improve to 15.6% and sales incentives decline to 12.9%, but revenue and volume guidance were cut amid rising mortgage rates.
Intel stock has surged over 300% in a year while losing billions on a GAAP basis, and the next two earnings reports will determine whether $100 is a launchpad or the ceiling investors should have sold into.
Pound Sterling Price News and Forecast: GBP/USD flat lines near 1.3500
Hooker Furniture (HOFT) came out with quarterly earnings of $0.11 per share, beating the Zacks Consensus Estimate of a loss of $0.02 per share. This compares to a loss of $0.31 per share a year ago.
Petrobras remains my top pick for 2026, supported by sector-leading margins and operational efficiency. Geopolitical insulation and the Iran War have driven oil prices higher, boosting PBR's free cash flow outlook. PBR trades at a 40–56% discount to peers on EV/EBITDA and P/E, despite superior profitability and growth metrics.
TRON's integration of Ethena's tokens could enhance its DeFi ecosystem, diversify stablecoin options, and boost cross-chain liquidity. TRON integrates Ethena's USDe and sUSDe for seamless cross-chain bridging.
Shopify Inc. earns a buy rating, balancing premium valuation with robust growth and improving free cash flow. Q2 FY2026 delivered 34% revenue growth, strong GMV, and free cash flow of $654 million, exceeding expectations. Expansion of Shop Pay Installments into Australia and aggressive AI commerce initiatives strengthen SHOP's merchant ecosystem and future optionality.
Ripple expands GSmart AI across corporate treasury management, adding governed AI agents for liquidity, risk, forecasting and digital assets.
A self-reinforcing cycle is accelerating across the artificial intelligence sector. Smarter AI models require increasingly huge amounts of training compute and the rising consumer and enterprise adoption of agentic AI is driving a parallel surge in inference demand.
Bitcoin falls below $77K after hot U.S. inflation triggers $562M in crypto liquidations, while ETF outflows and rising yields put $75K in focus.
Bitcoin recovered toward $77,300 after Thursday's decline, but remained 0.87% lower over 24 hours and 6% below last week's high. Crypto futures open interest fell to $59.5 billion as liquidations reached $256.3 million, with Zcash recording the sharpest leverage unwind. Bitcoin derivatives stayed comparatively balanced, while traders awaited U.S.
EUR/GBP Price Forecast: Neutral bias holds as 0.8600 caps the upside
Agree Realty Corporation is reiterated as a Buy, supported by robust AFFO per share growth and increased investment guidance. ADC raised full-year AFFO per share guidance to $4.57–$4.59 and investment volume to $1.6–$1.8 billion as it continues the accretive acquisitions. Despite macro headwinds and rising treasury yields, ADC's disciplined balance sheet and high-quality tenant base underpin its resilience and margin of safety.
A collaborative research effort involving more than 100 participants and AI coding agents has sharply lowered a widely cited measure of the quantum resources needed for a core arithmetic step in a theoretical attack on the elliptic-curve signatures used by Bitcoin and Ethereum.
Coinbase Global NASDAQ: COIN executives outlined an expansion strategy centered on diversifying beyond spot cryptocurrency trading, adding new trading products, scaling stablecoin and tokenization offerings, and building infrastructure for on-chain transactions.
Costco just delivered a quietly excellent quarter and the stock pulled back anyway, which raises a question worth answering: does the selloff signal a structural crack in the warehouse giant's model or the kind of entry point that only appears
Chime Financial TodayCHYMChime Financial$32.67 -1.88 (-5.44%) As of 09/10/2026 04:00 PM Eastern52-Week Range$15.88▼$35.55Price Target$35.00Add to WatchlistFor years, financial technology platforms operated with a structural vulnerability: they relied on third-party chartered banks to hold deposits and clear transactions. That software-wrapper era is drawing to a close.
One name in this trio has raised its dividend every single year since 1974, but the other two still make a compelling case for your income portfolio despite very different risks lurking beneath their payouts.
West Texas Intermediate (WTI) crude reclaimed the triple-digit level Thursday, surging as much as 6.7% to $102.48 per barrel -- its highest level since May.
Nvidia Corporation delivered a strong Q2 '27, with revenue of $96.22 billion and EPS of $2.22, both beating consensus estimates. NVDA management guided to 70% FY28 revenue growth, citing supply constraints versus 100% underlying demand, but flagged margin pressures from soaring memory costs. Gross margin is expected to bottom at 71-72% in 4Q before recovering to 72%-73% in FY28, with memory pricing a key risk.
Capital One Financial Corporation preferreds offer attractive 7.1% yields, with strong dividend coverage and low call risk due to their low coupons. COF's robust financials—32x net income coverage and 9.8x par coverage—support preferred dividend security, even after the Discover acquisition. All five COF preferreds are rated BB and non-cumulative, and are past their Call dates.
Oxford Lane Capital doubled its size by raising $1B in new equity, driven by high-yield demand in 2024. Over 90% of OXLC's raised capital evaporated within a year, with NAV dropping $925M due to unrealized and realized losses. OXLC's payout exceeds sustainable levels, distributing $2.40 annually versus a $1.19 effective yield, risking future NAV erosion.
Sunoco LP is reiterated as a Buy, driven by robust earnings, accretive acquisitions, and an attractive 5.25% dividend yield. SUN's refining margins have surged, with gasoline and distillate crack spreads reaching record highs, supporting strong revenue and profit growth. Geopolitical tensions in the Middle East and Ukraine have elevated oil prices, benefiting SUN but introducing significant volatility risk.
Sterling Infrastructure is upgraded to 'Buy' after a 51% pullback from June 2026 highs, with valuation now attractive. STRL's Q2 2026 revenues surged 90% YoY, driven by E-Infrastructure Solutions growth of 192% YoY, now 78% of total revenue. Backlog visibility is robust, with signed backlog up 116% YoY to $4.33B and total addressable work pool exceeding $7B.
Avalanche PhotoniQ deal adds single-photon detectors to QuantumCore's growing quantum infrastructure portfolio.
XRPL 3.4.0 is set to introduce Lending Protocol v1.1 improvements while the network's native lending amendments still await validator approval.
A $250,000 rollover sounds like a clean starting point until you realize yield alone is not the whole story, and only one name on this roster actually clears the current Treasury rate.