Stock Market & Financial News
AMD: Bull Case Intact, But The Easy Upside Is Gone (Rating Downgrade)
Advanced Micro Devices, Inc.'s AI and Data Center outlook has strengthened, with accelerating growth and a more visible Helios ramp. Much of that optimism is now reflected in the valuation, leaving less room for further rerating. I remain bullish on AMD stock, but the current risk/reward no longer supports a Strong Buy rating.
AMD +1.76% Why SpaceX stock is up around 1% on Friday
SpaceX (SPCX) stock rose more than 1% on Friday to around $149 after initially slipping, extending its recovery from this week's decline as investors digested another major artificial intelligence compute agreement. The latest contract could add $1.11 billion in monthly revenue beginning December 1, according to CFO Bret Johnsen, who disclosed the agreement at Goldman Sachs' Communacopia + Technology Conference.
SPCX +1.32% Should You Buy or Hold American Eagle Stock Post Q2 Earnings?
AEO faces uneven sales, more markdowns, tougher tariff-refund comparisons and higher SG&A that could pressure margins.
AEO -0.28% HLI Flags Rising Stress Among Smaller Private-Credit Borrowers
Houlihan Lokey flags rising private-credit stress among smaller borrowers, even as defaults stay low and fundamentals remain supportive.
HLI -1.91% 
Storage Stocks Slide as Profit Taking Follows Big Run: Seagate Falls 4%, SanDisk Drops 3%, Micron Holds Flat
Seagate Technology Holdings (NASDAQ:STX | STX Price Prediction) stock is down 4% to $827.88 in Friday afternoon trading, giving back a slice of a run that has tripled the shares this year.
STX +3.41% 
US Dollar Price Action Setups: EUR/USD, USD/JPY
If you look at anything but the chart it really seems like the past week is one where the US Dollar should've broken out in a very big way. Sure, the ECB did hike rates by 25 basis points but the initial reaction to that announcement showed how well it was already priced-in, to the degree that ECB ‘sources' needed to come out after the fact and highlight the possibility of another hike to get bulls back on the bid.
Ethereum Price Jumps 7% as Tom Lee Signals ‘Face-Ripper Rally'
Ethereum price surged 7.46% by the end of the September 11 trading week, reaching $2,619 as bullish momentum returned to the cryptocurrency market. ETH gained 6.62% over the full week, strengthening expectations that the second-largest cryptocurrency could extend its recovery.
Lam Research Lifts 2026 WFE Outlook as AI Demand Strains Fab Capacity
Lam Research NASDAQ: LRCX executives said the semiconductor equipment industry remains constrained by available clean-room capacity despite a higher outlook for wafer-fabrication equipment spending, citing sustained artificial intelligence demand and a growing pipeline of new fabs.
LRCX +3.13% 
Price Prediction: Adobe Stock Could Hit $300 Sooner Than You Think
Adobe just topped one billion monthly active users and posted a blowout quarter, yet the stock sits near multi-year lows.
ADBE +0.77% 
Ciena Climbs 5% as Post-Earnings Selloff Reverses; Arista Networks Rises 5%, Cisco Jumps 4%
Ciena (NYSE:CIEN | CIEN Price Prediction) stock is up 5% to $351.38 in early Friday afternoon trading, extending a rebound that's now stretched across the full week.
CIEN +3.45% 
Gold (XAUUSD), Silver, Platinum Forecasts – Gold Rebounds As Oil Falls 4%
Precious metals are moving higher as traders react to the sell-off in the oil markets.
IHE: Innovation Supports The Outlook, Valuation Limits Conviction
iShares U.S. Pharmaceuticals ETF offers concentrated exposure to US pharma, dominated by Johnson and Johnson (22.5%) and Eli Lilly and Company (20.5%). IHE benefits from structural growth in obesity therapies, robust drug pipelines, and demographic tailwinds but faces high concentration risk. Short-term catalysts include LLY's earnings momentum, FDA drug approvals, sector M&A activity, and potential interest rate improvements.
IHE -0.47% 
Apple's new CEO was asked about 'pervert glasses.' Here was his response.
Apple CEO John Ternus wants people to feel comfortable about the Apple Watch's new AI listening capabilities. Ternus was asked about concerns about AI glasses, specifically that some have called them "pervert glasses.
AAPL -0.15% 
Meta: The Market Misunderstanding Of This Stock Is Quite Baffling
Meta Platforms, Inc. stays firmly at Buy for me, with AI and personal intelligence as strategic growth pillars despite recent litigation headlines on the social media addiction case settlement. The $18 billion settlement's financial impact is relatively muted, spread out over a decade, and has a relatively insignificant effect on its annualized free cash flow. META's Muse AI personal agent launch signals grand ambition in personal superintelligence, but near-term monetization and conversion rates remain uncertain, keeping valuation subdued.
META -0.55% 
NEE Stock Trades at a Premium Valuation: Buy, Hold or Stay Away?
NextEra Energy's renewable backlog, Florida demand and earnings growth support steady performance, but its premium valuation may warrant patience.
NEE -2.04% 
Coinbase CEO Says $400K Bitcoin Is Reasonable by 2030
Coinbase CEO Brian Armstrong says $400,000 Bitcoin is reasonable by 2030. Here's why the next halving could drive BTC higher despite weak demand.
Bitcoin Price Spikes Near $80K as CPI Matches Forecasts
Bitcoin briefly spiked to $79,837 following the release of August CPI data that matched projections, but volatile intraday trading triggered over $732 million in crypto liquidations. Volatile Trading Triggers $732M in Liquidations Bitcoin briefly reclaimed $79,000 Friday after the U.S.
Frank Talk: Copper supply faces first annual decline since 2017
Copper's record-breaking rally is often attributed to the prospect of U.S. tariffs, but Frank Holmes, chief investment officer of U.S.
CPER +0.18% 
Chainlink boosts reserve again with fresh 91,100 LINK added this week
Chainlink added 91,100 LINK worth about $1.06 million this week, lifting its strategic reserve to 5.86 million LINK valued near $67.24 million. Payment Abstraction automatically converts enterprise and onchain service revenue into LINK, helping the reserve add 511,000 LINK worth roughly $5.52 million over 30 days. LINK traded near $11.
Amphenol (APH) is an Incredible Growth Stock: 3 Reasons Why
Amphenol (APH) is well positioned to outperform the market, as it exhibits above-average growth in financials.
APH +1.17% 
Affirm Rallies 5% as Midweek Selloff Unwinds, Klarna and PayPal Tick Up
Affirm Holdings (NASDAQ:AFRM | AFRM Price Prediction) stock is up 5% to $71.11 midday Friday, clawing back some of the ground lost earlier in the week.
AFRM -1.63% 
‘The Largest IPO Ever, Surpassing SpaceX': Anthropic Is Up Next
2026 has reignited the IPO pipeline.
AMZN +4.98% 
Metaplanet launches Hong Kong asset-management subsidiary focused on Bitcoin investments
Metaplanet's expansion into Hong Kong signifies a strategic shift towards a comprehensive Bitcoin financial ecosystem, potentially influencing global crypto finance dynamics. Metaplanet launches Hong Kong asset-management subsidiary focused on Bitcoin investments.
CWT Unit Gets Rate Hike Nod to Recover Infrastructure Investments
California Water Service's Washington Water wins approval for a $4.1M annual revenues increase to recover infrastructure investments and support reliable water service.
CWT -1.66% 
Can CEG's Expanding Generation Portfolio Drive Long-Term Growth?
Constellation Energy expands generation with a $715 million RISEC deal and long-term nuclear contracts to support reliability, returns and earnings growth.
CEG -3.01% 
Tesla could transform the trucking business — and capitalize on high diesel prices
Diesel prices have reached a new record, likely making everything from grocery shopping to commuting to work more expensive. But for Tesla, that price spike represents an opportunity.
TSLA +3.76% 
Palantir Wants the AI Work OpenAI Cannot Touch. Nvidia Just Helped It Make the Pitch.
Palantir is betting that the most valuable AI workloads are the ones OpenAI can never touch, and a fresh Nvidia partnership just gave that argument serious hardware backing.
PLTR +4.36% 
Dell stock jumps on RBC initiation, now up nearly 350% in 2026
Dell Technologies stock rose 10% during trading on Friday after RBC Capital Markets initiated coverage of the computer maker. Friday's rise comes as Dell shares have more than quadrupled so far in 2026, as the longtime PC maker has emerged as one of the top vendors for Nvidia-based servers and related equipment.
DELL +0.83% 
Ethereum (ETH) on the Verge of 'Face Ripper' Rally, Predicts World's Largest Corporate Holder
By the end of the working week on September 11, the price of Ethereum (ETH) had risen by 7.46%, reaching $2,619.0 and demonstrating strong upward momentum. Over the week as a whole, the asset gained 6.62%.
PayPal Expands Its Payment Reach: Buy, Hold or Fold the Stock?
PayPal expands into tuition, BNPL and merchant payments, giving the company more ways to reach customers and grow.
PYPL -0.34% 
