Stock Market & Financial News
Oracle Weakens Bear Case With Broader AI Customer Base and $664 Billion Backlog
Oracle just posted a quarter that punched a hole in the most popular bearish argument against the stock, but two stubborn risks still stand between investors and a clear buy signal.
ORCL +1.25% Korn Ferry Q1 Review: Integration Process Might Lead To Further Profitability Issues
Korn Ferry delivered Q1 revenue and EPS beats, but results were underwhelming and failed to excite, leading to a 4% share price decline. KFY's Q2 guidance is heavily influenced by the AMS acquisition, projecting 19% y/y revenue growth but adjusted EPS below consensus and flat margins. The AMS acquisition broadens KFY's Workforce Solutions, and introduces more recurring revenue but may pressure short-term profitability due to integration costs.
KFY -0.92% Lam Research Sees Sold-Out Chip Demand, Targets Capacity and AI Service Gains
Lam Research NASDAQ: LRCX said it is prioritizing customer execution, capacity readiness and product-roadmap delivery as semiconductor equipment demand remains strong and customers seek tools sooner than the company can provide them.
LRCX +4.56% Bitcoin spikes toward $80K as US CPI data delivers new 22-year high in bond yields
Bitcoin briefly rebounded past $79,000 and US stocks turned green as US CPI inflation data met expectations.
Cheetah Mobile Q2 Earnings Call Highlights
Cheetah Mobile NYSE: CMCM said its second-quarter 2026 results reflected a continued shift toward cloud and AI infrastructure services and robotics, even as changes affecting its advertising agency business weighed on profitability.
CMCM -0.43% 
CPI and PPI climb, crushing hopes for cheap money and leaving Bitcoin traders with an expensive dilemma
US consumer prices increased faster in August, giving the Federal Reserve another reason to be cautious about lowering interest rates and leaving Bitcoin investors exposed to a prolonged period of expensive borrowing. The Consumer Price Index (CPI) rose 0.4% from July, when it increased 0.1%, while the annual inflation rate held at 3.4%.
My Agentic AI Capital Is Going One Place Over and Over
Every payday the same stock gets another slice of my retirement capital, and three numbers from its latest earnings report make it harder to justify putting that money anywhere else.
MSFT +0.78% 
The Next Growth Cycle Could Take Qualcomm to New Highs
Qualcomm's handset business is shrinking while its automotive and data center ambitions are scaling fast, and the tension between those two forces will determine whether the stock revisits its highs or stalls out entirely.
QCOM +1.02% 
Roblox is making it easier to build games with AI — and play them outside Roblox
At its annual Roblox Developer Conference (RDC), the company behind the popular gaming platform announced several new features, including new game-creation tools, expanded NPC (non-player character) capabilities, and the ability to make games available across platforms, including the web. The company is also launching a dedicated Roblox Card and Roblox Wallet for creators.
RBLX +1.55% 
Micron's Powerful Economics 101 Lesson Keeps Me Buying
Three companies control the world's DRAM supply, AI is burning through memory faster than fabs can build it, and one of those three just signed contracts that could permanently rewire what a chip cycle looks like.
MU +3.26% 
Investors Just Poured $43.6 Billion Into VOO in One Month. Here's Why They Ignored the Selloff Talk
Investors funneled $43.6 billion into the Vanguard S&P 500 ETF (NYSEARCA:VOO) over the trailing thirty days, according to Eric Balchunas at Bloomberg, even as pundits filled the airwaves with warnings about an overdue selloff.
VOO +0.55% 
Colgate-Palmolive Is Recovering Nicely (Rating Upgrade)
Colgate-Palmolive is upgraded to a buy as organic growth momentum returns and profitability remains sector-leading. CL's recent organic sales growth of 2.4% and 2026 guidance approaching long-term targets underpin optimism for multiple expansions. Despite a premium forward P/E (~22.7x), CL's superior EBITDA margins, robust free cash flow, and dividend reliability justify its valuation.
CL -0.97% 
Moderna Rallies 8% on 2026 Melt-Up Momentum Even While BioNTech and Merck Stay Flat
Moderna (NASDAQ:MRNA | MRNA Price Prediction) stock is up 8% to $147.37 in Friday morning trading, a sharp single-name move on a session when biotech as a group is quiet and broader U.S. equities are only modestly higher.
MRNA +2.02% 
Nu Enters the US Market: Can Its Latin American Playbook Travel?
Nu enters U.S. banking with high-yield deposits and no-fee rewards, testing whether its proven Latin American digital banking model can travel.
NU -0.93% 
Verizon vs. SpaceX: Which Stock Has Better Growth Prospects?
VZ's 5G, broadband and fiber growth, stronger price performance and cheaper valuation make it better placed than SPCX despite slower 2026 sales growth.
SPCX +1.82% 
361B SHIB Moves Into $23.5M Whale Wallet as Shiba Inu Price Slides 2%
A wallet withdrew 361B SHIB from Coinone as exchange reserves fell, but Shiba Inu remains near $0.000005 despite lower sell-side supply.
Western Digital: The Correction Priced Out The Froth, Not The Compounding
Western Digital is rated a Buy, with compounding AI-driven storage demand and a reasonable ~17.5x forward EV/EBITDA multiple supporting the thesis. Structural shifts from inference, agentic, and physical AI workloads underpin a 'new normal' of robust, less-cyclical storage demand, with pricing power intact through FY2027. Medium-term growth expectations have moderated to ~25% exabyte shipment growth, but pricing-led revenue and margin expansion remain strong, mitigating short-term volume fluctuations.
WDC +5.05% 
Spot ETH ETFs pull in $1.75B in August 2026, best month in a year
Institutional interest in Ethereum ETFs, driven by regulatory clarity and yield potential, signals a shift towards digital asset mainstreaming. Spot ETH ETFs pull in $1.75B in August 2026, best month in a year.
CoreWeave Doubles Down on Physical AI: Can CRWV Capture More Demand?
CRWV is targeting physical AI with field engineering that helps industrial teams build, validate and deploy AI across workflows.
CRWV -0.96% 
TTD's International Expansion: Can EMEA and APAC Drive Growth?
The Trade Desk's international expansion gains momentum as EMEA and APAC growth, rising CTV demand and China's surge open new opportunities.
TTD -0.58% 
Bloom Energy Climbs 7% as Fuel Cell Bid Spreads Beyond Its S&P 500 Add, FuelCell Energy Rises 4%, Plug Power Inches Higher
Shares of Bloom Energy (NYSE:BE) are climbing in Friday morning trading, up 7% to $276.31 after S&P Dow Jones Indices confirmed the fuel cell maker's addition to the S&P 500.
BE +2.86% 
SolarEdge Technologies, Inc. (SEDG) Analyst/Investor Day Transcript
SolarEdge Technologies, Inc. (SEDG) Analyst/Investor Day Transcript
SEDG -2.81% 
US DOJ restrains $52M in crypto with Tether's help
The U.S. Department of Justice has restrained more than $52 million in cryptocurrency while targeting wallets and online channels linked to the Xinbi Guarantee scam network. Tether said in a Sep.
Kroger Slashes Sales Growth Outlook as Strained Consumers Pivot to Essentials
A challenging macro environment and other issues affecting the grocery industry led Kroger to lower its 2026 full-year guidance for identical sales without fuel, executives said Friday (Sept. 11) during a second quarter earnings call.
KR -1.43% 
Microsoft Vs. Alphabet: The Enterprise Fight No One Saw Coming
Azure just crossed $100 billion and Google Cloud is growing at 82%, but the bigger story is where those enterprise seats are actually moving and which balance sheet can survive the spending war to find out.
MSFT +0.78% 
Japan Rotation Supports Case for This ETF
The artificial intelligence (AI) and semiconductor trades are garnering plenty of limelight this year and when investors evaluate those themes relating to ex-US equities, their attention largely shifts to China, South Korea and Taiwan. However, there's another Asia-Pacific dynamo on the AI front, and it's a familiar one: Japan.
BBJP +0.25% 
Britain Just Admitted It Uses SpaceX's Secret Military Network. The Contracts Already Top $6 Billion.
Britain just went on the record as the first foreign government to confirm it uses SpaceX's classified military satellite network, and that admission quietly unlocks a question every defense ministry has been watching: who signs the next contract?
SPCX +1.82% 
AAOI's Optical Networking Demand Rise: Can It Beat LITE and COHR?
Applied Optoelectronics is scaling 800G and 1.6T capacity as AI-driven optical demand surges, sharpening its challenge to major networking rivals.
AAOI +4.09% 
Apple Advances 3% as First Foldable iPhone Arrives at Its Highest Price Ever; Skyworks Rallies 9%, Alphabet Ticks Up
Apple (NASDAQ:AAPL | AAPL Price Prediction) shares are climbing midday Friday after the company unveiled the Duo, its first foldable iPhone, at the highest price point ever set for the lineup. Apple stock is up 3% to $335.
AAPL -0.52% 
Bitcoin and Gold Rebound After Hot Core CPI
Bitcoin and gold prices briefly tumbled after the August U.S. inflation report showed stronger-than-expected monthly core price growth, adding pressure ahead of the Federal Reserves September policy decision. Annual core inflation came in at 2.4%, matching forecasts, while headline CPI stood at 3.4%, also in line with expectations.
