Titan Minerals Ltd (ASX:TTM, OTC:TTTNF) earlier this week reported further extensional and infill drilling results from its Dynasty Gold Project in southern Ecuador as the company works towards an updated mineral resource and scoping study in the first quarter of next year. CEO Melanie Leighton said the latest results continued to extend mineralisation at Dynasty, highlighting an intercept of 16 metres at 2.8 grams per tonne gold and 9.1 grams per tonne silver.
Alkane Resources Ltd (ASX:ALK, OTC:ALKEF) has reported continued resource growth across its three producing mines, with Björkdal, Tomingley and Costerfield all replacing depletion during the 2026 financial year through exploration and resource extensions. The company's updated group inventory as of June 30, 2026, comprises 8.64 million ounces of gold in measured and indicated resources, alongside 1.01 million tonnes of contained copper and 42,000 tonnes of antimony.
Resolution Minerals Ltd (ASX:RML, OTCQB:RLMLF, FRA:NC3) has completed its major 2026 diamond drilling program at the Horse Heaven Antimony-Tungsten-Gold-Silver Project in Idaho. The drill program comprised 42 holes drilled for 12,236 metres across the Golden Gate North and South prospects.
Marvell Technology is positioned as the backbone of AI infrastructure, leveraging optical interconnects and custom silicon for next-gen AI clusters. MRVL's interoperability milestone with Nvidia Vera and the $120B Google warrant underpin a robust, de-risked path to an $18B FY28 revenue run rate. Wall Street's focus on short-term margin compression overlooks MRVL's long-term moat in optical networking and custom ASICs amid accelerating AI data center demand.
SpaceX NASDAQ: SPCX CFO Bret Johnsen outlined the company's strategy across reusable launch systems, satellite connectivity and artificial intelligence infrastructure, emphasizing vertical integration as a central operating principle.
ETHFI climbs 7.8% as total market cap falls 2.1% to $2.66T.
Teladoc Health trades near multi-year lows, with the market pricing in deep distress despite meaningful free cash flow and manageable debt. BetterHelp's rapid decline drags on TDOC, but Integrated Care's improving margins and growing revenue per member offer stabilization. TDOC's valuation is extremely depressed, trading at just 7–8x expected free cash flow, with fair value estimates suggesting significant upside even under conservative scenarios.
PTC Inc. trades at a depressed valuation after a 37% sell-off, despite underlying ARR growth of 9% and raised full-year guidance. Reported revenue masks business strength; deferred ARR for fiscal 2027 is double last year's level, and improved sales execution is driving retention and competitive wins. New pricing structures embed 3%-4% annual increases, providing a gradual tailwind as contracts renew over the next several years.
The NEOS Real Estate High Income ETF remains a buy for income-focused investors, offering a 10.8% annualized yield with monthly distributions. IYRI's portfolio is positioned for growth via data centers (DLR, EQIX, PLD) and senior housing (WELL), sectors resilient to higher interest rates. Option writing on the Dow Jones U.S. Real Estate Index enhances income, with higher volatility potentially boosting future distributions.
What happened within the ETH ecosystem on Friday when the asset rocketed to an 8-month high?
Match Group remains a Buy, offering a solid margin of safety and long-term re-rating potential despite recent share price gains. Tinder's revamp is gaining traction, but overall revenue and payers remain under pressure, with Hinge as the standout growth driver. MTCH maintains strong free cash flow, a balanced balance sheet, and robust capital returns, including a 7% annualized combined yield amid strong buybacks, with potential for more in H2.
Ethereum has spent years trying to shake off the perception that it is powerful yet inconvenient. Frame Transactions, arriving with the 2027 Hegotá upgrade, finally confront that reputation head‑on. The requirement to hold ETH for gas has been one of the most stubborn barriers in crypto.
Blockstream is refusing to pay the Liquid attacker nearly 600 Bitcoin (roughly $50 million), escalating a dispute over how the crypto industry should reward partial restitution. The standoff follows an unusual recovery from the Sept.
Ford is recalling 223,472 vehicles in the U.S. due to leaky and improperly secured fuel tanks that may detach from the vehicle while driving, the U.S. National Highway Traffic Safety Administration said on Saturday.
Zcash mining currently yields much more per unit of electricity than Bitcoin mining. At the beginning of September, an Antminer Z15 Pro generated about 708 dollars in gross revenue per megawatt-hour consumed, compared to 179 dollars for an Antminer S23 Pro dedicated to BTC.
BNB's price rebound has brought it back to the level where the summer rally started to run into heavy supply. The token is around $731, after climbing sharply from its late-August base and briefly trading near $770 earlier this month.
Regeneron Pharmaceuticals NASDAQ: REGN executives outlined plans for continued growth across its commercial portfolio, upcoming regulatory milestones and pipeline programs during a Wells Fargo investor conference appearance.
Oracle delivered a strong quarter, beating revenue and EPS expectations, with accelerating cloud infrastructure growth and robust AI-driven demand. Despite a 770bps y/y gross margin decline and negative free cash flow, I view these as temporary, with capex needs not increasing alongside $30B in new cloud bookings. I maintain a Strong Buy rating and raise my price target to $215, reflecting 40% upside, as ORCL trades at a discount to peers despite 30%+ EPS growth potential.
KODK and NRXS are worth watching for their growth.
Experian plc (EXPGY) Presents at Barclays 11th Annual Global Credit Data & Analytics Forum Transcript
Western Digital is now a pure-play HDD leader, capitalizing on surging data storage demand, especially from hyperscale cloud and AI-driven workloads. WDC delivered 44% YoY Q4 revenue growth and 22% exabyte shipment growth, with cloud customers accounting for 89% of Q4 revenue. Gross margin expanded to 54.1% in Q4 FY2026, with management guiding for 55%-56%, driven by high-capacity drives and strong operating leverage.
In this week's edition of the weekly recap, a withdrawal of nearly 4,000 BTC forced Liquid Network to suspend transactions before operators began a limited restart. The U.S. CLARITY Act faced fresh doubts ahead of a Sep.
Okta NASDAQ: OKTA President and COO Eric Kelleher said enterprise customers are increasingly seeking guidance on securing AI agents, with uncertainty around the emerging technology representing a central challenge for the identity-security market.
Central bank decisions will dominate the calendar, but with both hikes largely expected, energy prices, US yields and lingeri.
U.S. spot Bitcoin ETFs have lost $462.7 million during the September 8–11 trading week, while Ethereum funds have gained $196.9 million and Solana funds have drawn a smaller $9.7 million inflow.
BTC, alongside stocks and gold, went through intense volatility on Friday after the release of the CPI data. But what comes next?
Institutional interest in Ethereum ETFs highlights growing mainstream adoption, but also poses risks of market volatility during sentiment shifts. BlackRock ETF clients purchase $149M in Ethereum as institutional appetite surges.
Burry's concerns about leverage are valid. Investors have been happily ramping up their margins, while leveraged ETFs add additional debt to the market.
Alcoa NYSE: AA CFO Molly Beerman said the aluminum producer is carrying momentum from the second quarter into the third quarter, supported by strong production, pricing realization and demand from customers in North America and Europe.
The contrasting ETF flows highlight shifting institutional preferences, signaling potential strategic reallocations within the crypto market. Bitcoin ETFs see $13M outflows while Ethereum ETFs pull in $216M in a single day.