Stock Market & Financial News
Oracle: Q1 Proved The AI Narrative As The Cash Flow Inflection Is Here
Oracle Corporation delivered a record Q1 FY2027, with revenue up 30% YoY to $19.35B and OCI revenue accelerating 121%. Management raised full-year guidance to at least $90B in revenue and $8.10 non-GAAP EPS, with half of the $664B RPO converting in 36 months. Operational execution exceeded expectations: 850MW AI capacity delivered, $23B cash from operations, and significant debt reduction via $20B equity issuance.
ORCL -4.64% The Campbell's Company: Near 5% Yield Attractive After 36% Dividend Cut, But Don't Buy Yet
The Campbell's Company reduced its dividend by 36% after a challenging FY2026, sending shares sharply lower and creating a potential value opportunity. CPB's Q4 earnings revealed margin compression, declining sales, and continued pressure on both the Meals & Beverages and Snacks segments, with management targeting $500M in cost savings. Despite a 4.7% dividend yield and a forward P/E of 12.39x, persistent inflation and weak outlook suggest a slow turnaround, with shares likely to remain rangebound.
CPB +0.15% FMTM: September Changes Indicate Short-Term Momentum Signals Can Get Noisy
MarketDesk Focused U.S. Momentum ETF (FMTM) rapidly changed gears this September, now favoring small/mid-cap companies in the Health Care sector. FMTM's TTM P/E ratio dropped from 33.99x to 25.98x in two months, reflecting significant turnover. Its overlap with SPMO is now just 1%. My momentum analysis indicate these changes were primarily driven by three-month returns, which I consider too noisy to be relevant.
FMTM -3.48% Capcom: The Next Growth Engine Is Already On The Shelf
Capcom earns a Buy rating, leveraging franchise strength, digital distribution, and proprietary development tools for sustained earnings growth. Revenue and operating profit are driven by both new releases and increased catalog sales, with management targeting ¥210B revenue and ¥83B operating profit by FY2027. My FY2027 estimates are ¥220B revenue and ¥90B operating income, assuming catalog expansion, paid content growth, and disciplined cost management.
CCOEY +0.91% 
PFN: The High-Yield Fund Is Now Entering A Different Earnings Regime
PIMCO Income Strategy Fund II is rated hold, trading near NAV with a 12.5% yield but heightened leverage and evolving strategy. PFN's recent strategy shift enables direct loan origination, expanding credit flexibility but increasing exposure to illiquid and higher-risk assets. Leverage has doubled to ~31%, amplifying both return potential and downside risk, especially amid uncertain interest rate trajectories.
PFN +0.48% 
Major Ripple (XRP) Move on AI: Here's What's Changing
"Every CFO is under pressure to embrace AI, but they're equally responsible for ensuring every financial decision is explainable, governed and compliant," said Ripple Treasury's SVP.
IBM and Lockheed Martin Turn a Swiss Defense Deal Into a Quantum Computing Bet
When everyday market participants seek exposure to quantum computing, they often find themselves sorting through early-stage technology startups with rapid cash burn and uncertain commercial runways. Pure-play quantum firms often rely on secondary share offerings to stay afloat, diluting existing shareholders long before their physical hardware reaches fault tolerance.
IBM -0.85% 
Jump Firedancer ends support for Frankendancer as Solana's Alpenglow upgrade nears
The transition to Alpenglow marks a pivotal shift in Solana's consensus mechanism, necessitating validator adaptation for network stability. Jump Firedancer ends support for Frankendancer as Solana's Alpenglow upgrade nears.
Bitcoin price risks $74K drop as 50-week EMA faces test
Bitcoin price extended its pullback toward $77,000 as rising oil prices, stubborn US inflation and higher Treasury yields reduced demand for risk assets. Technical charts now place BTC near a major weekly support level, while short-term momentum remains bearish.
Amazon Dropped Last Month: A Wall Street Pro Says It's Going to Provide 60% Returns
Amazon's stock has fallen sharply even as AWS clocked its fastest growth in 18 quarters, and one Wall Street analyst now sits at a target so far above consensus it reframes the entire risk-reward picture.
AMZN -1.87% 
Kroger Cuts Sales View Due to Macro Challenges
The grocery-store chain said it now expects annual same-store sales to increase by 0.2% to 0.8%, compared with its previous projection of 1% to 2% growth.
KR +1.47% 
Oracle jumps 6% after reporting 30% revenue growth fueled by AI cloud demand
Oracle's fiscal first-quarter revenue rose 30%, beating analysts' estimates. The company saw strong growth in its cloud services, with cloud infrastructure revenue soaring.
ORCL -4.64% 
Bitcoin Falls Below $77K as Zcash Leads Crypto Losses
Bitcoin fell below $77K as Zcash plunged 12% and Fed rate-hike bets climbed. Here's why yields, oil and CPI now matter for BTC.
‘Return the bitcoin': Blockstream refuses ransom demand for remaining 600 BTC from Liquid exploit
Liquid has resumed transactions following the exploit, though peg-outs remain disabled as recovery work continues.
Is iShares Select Dividend ETF (DVY) a Strong ETF Right Now?
A smart beta exchange traded fund, the iShares Select Dividend ETF (DVY) debuted on 11/03/2003, and offers broad exposure to the Style Box - Large Cap Value category of the market.
DVY +0.78% 
Is First Trust NYSE Arca Biotechnology ETF (FBT) a Strong ETF Right Now?
A smart beta exchange traded fund, the First Trust NYSE Arca Biotechnology ETF (FBT) debuted on 06/19/2006, and offers broad exposure to the Health Care ETFs category of the market.
FBT -1.78% 
Is Invesco RAFI Developed Markets ex-U.S. ETF (PXF) a Strong ETF Right Now?
Designed to provide broad exposure to the Foreign Large Value ETF category of the market, the Invesco RAFI Developed Markets ex-U.S. ETF (PXF) is a smart beta exchange traded fund launched on 06/25/2007.
PXF +0.25% 
Is Xtrackers Net Zero Pathway Paris Aligned US Equity ETF (USNZ) a Strong ETF Right Now?
A smart beta exchange traded fund, the Xtrackers Net Zero Pathway Paris Aligned US Equity ETF (USNZ) debuted on 06/28/2022, and offers broad exposure to the Style Box - All Cap Blend category of the market.
USNZ -1.45% 
Is WisdomTree U.S. SmallCap Quality Dividend Growth ETF (DGRS) a Strong ETF Right Now?
Designed to provide broad exposure to the Style Box - Small Cap Blend category of the market, the WisdomTree U.S. SmallCap Quality Dividend Growth ETF (DGRS) is a smart beta exchange traded fund launched on 07/25/2013.
DGRS -0.15% 
NZD/USD rebound runs into resistance ahead of US CPI
NZD/USD rebound runs into resistance ahead of US CPI
Rising yields, oil prices leave bitcoin vulnerable ahead of U.S. inflation report
The price of bitcoin BTC$76,847.77 has dropped over the past 24 hours, and what happens next may hinge on whether today's U.S. inflation report can halt the selloff in government bonds.
Jefferies turns bullish on Renishaw and XP Power as chip cycle powers on
Jefferies has upgraded Renishaw PLC (LSE:RSW) and XP Power Ltd (LSE:XPP) to 'buy', betting that a longer and stronger semiconductor cycle will drive further earnings upgrades at both companies. The broker also lifted its long-standing 'underperform' rating on Halma PLC (LSE:HLMA) to 'hold', while keeping Oxford Instruments PLC (LSE:OXIG) at 'hold', in a note published on Wednesday covering the semiconductor exposure across its UK industrials coverage.
RNSHF 0% 
Blockstream Takes Hard Stance Against Liquid Network Hackers Demanding Ransom for 598 BTC
Blockstream has issued a firm rejection of ransom demands from attackers currently holding roughly 598.5 BTC following the Liquid Network security breach. The firm characterized the incident as criminal theft and announced its commitment to recovering stolen assets through official investigative channels.
Turn Your Portfolio Into a Monthly Paycheck With These 5 Dividend Stocks
Most dividend stocks pay quarterly, leaving income investors to bridge the gap between checks and bills that arrive every 30 days. Four very different companies solve that mismatch, but their monthly paycheck promises are not equally reliable.
ADC +0.72% 
Lineage Sues Solar-Panel Company, Contractor Over L.A. Warehouse Fire
Plus, Houthi militants expand control near a strategic Red Sea chokepoint, and the Amazon plane crash is putting a spotlight on freight carrier 21 Air.
LINE -2.43% 
Crypto: Bitwise Shuts Down Its Dogecoin ETF Less Than a Year After Launch
Bitwise will close BWOW, its Dogecoin ETF launched at the end of November 2025. The fund held only about 688,000 dollars in net assets as of September 9, according to data cited by Cointelegraph.
EUR/USD forecast: Forex Friday | September 11, 2026
The EUR/USD edged lower this morning, down for the second day, ahead of the release of US CPI. The pair has been consolidating in a tight range, and yesterday's hawkish rate hike from the ECB failed to deliver the breakout many traders were hoping to get.
Arista Networks Sees AI Demand Fueling 40% Growth, $9.6B in Supply Commitments
Arista Networks NYSE: ANET executives outlined continued demand tied to artificial intelligence networking, a strengthening supply position and expanding opportunities beyond its largest hyperscale customers during Citi's Global TMT Conference.
ANET -4.63% 
SpaceX at $148: The Single Metric Investors Must Follow
SpaceX has carved out a dominant position in launch, satellite internet, and AI, but bulls at $148 are betting everything on a single number that could either justify a sky-high multiple or expose the entire thesis as wishful thinking.
SPCX -1.74% 
Gold holds ground as markets brace for US CPI data
Gold holds ground as markets brace for US CPI data
