Stock Market & Financial News
Gold Price Forecast: XAU/USD bounces but not out of the woods yet
Gold Price Forecast: XAU/USD bounces but not out of the woods yet
Cisco Stock Could Soon Wake From Its Summer Slumber
Cisco delivered FY2026 Q4 revenue growth of 18% YoY, reaching multiyear highs and beating analyst top-line expectations by $424.73 million. AI-driven networking demand is robust, with hyperscaler AI infrastructure orders up 4.5x in FY2026 and Q4 RPO growth accelerating, supporting a bullish outlook. Gross margin contracted to 66.3% due to memory costs and competition, but operating margin expanded as expense control offset headwinds, keeping profitability healthy.
CSCO -2.21% Gold attracts $500B despite rising yields: Is Bitcoin's lead at risk?
Gold's 'structural' demand could challenge crypto ahead of the FOMC.
Tether Emerges as Major Gold Lender With $1.5B Financing for U.S. Bullion Dealer
Tether consolidates its foray into the commodities sector by providing approximately $1.5 billion in financing to a precious metals dealer in the United States. The transaction positions the crypto firm as a heavyweight player in physical bullion lending after amassing one of the largest private gold reserves globally.
GBP/USD Extends Losses—Will the BoE Give Bulls a Lifeline?
Looking at the 4-hour chart, the pair settled well below 1.3500, the 100 simple moving average (red, 4-hour), and the 200 simple moving average (green, 4-hour). The decline was such that the pair even slipped below the 1.618 Fib extension level of the upward move from the 1.3474 swing low to the 1.3568 high.
Bitcoin absorbs Fed rate hike as officials see more tightening
Bitcoin showed little immediate reaction to the Fed's first rate increase since 2023, but 16 of 18 officials expect at least one more hike before the end of the year.
Watsco, Inc. (WSO) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript
Watsco, Inc. (WSO) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript
WSO +7.22% 
Oscar Health, Inc. (OSCR) Analyst/Investor Day Transcript
Oscar Health, Inc. (OSCR) Analyst/Investor Day Transcript
OSCR -0.39% 
Five Below: The Growth May Not Be Sustainable In The Long Term
Five Below posted robust 22.9% net sales growth, with 14.1% from comparable sales, underscoring resilient value-driven demand. Current macroeconomic headwinds, including weak consumer confidence and high inflation, are expected to sustain near-term demand for FIVE's value proposition. I do not anticipate FIVE sustaining double-digit growth over the mid- to long-term, as I expect inflation to normalize and consumer sentiment to improve.
FIVE +0.79% 
ICAP And The Three Drivers I Use To Orient Myself
Infrastructure Capital Equity Income ETF offers a 9.8% TTM yield through leveraged, actively managed equity and options strategies with high turnover. ICAP's structure combines covered calls, naked puts, and modest leverage but faces headwinds from rising rates and an unfavorable yield curve. Only the equity volatility regime currently supports ICAP's return drivers; the cost of leverage and yield curve dynamics are negative due to Fed policy.
ICAP -1.46% 
Bitcoin, Ethereum, XRP, Dogecoin Gain After BTC Reserve Bill Advances: Analyst Says He's Not 'Panicking' Despite Rate Hikes — 'Ready for Anything'
Leading cryptocurrencies lifted late on Wednesday after a House Committee moved forward with a bill to establish a Strategic Bitcoin Reserve. Cryptocurrency 24-Hour Gains +/- Price (Recorded at 9:17 p.m.
Wheaton Precious Metals Targets 50% Production Growth by 2030 Without New Capital
Wheaton Precious Metals NYSE: WPM used its 2026 Investor Day to outline a strategy centered on selective stream acquisitions, contract structures intended to preserve upside and mitigate downside risk, and a production growth outlook to 2030 that management said does not require additional capital deployment.
WPM -6.54% 
Symbiosis Bitcoin Bridge Hit, Team Reports 15 BTC Recovered and 20% Bounty Offer
Cross-chain protocol Symbiosis has said it reclaimed about 15 bitcoin after a vulnerability in its native Bitcoin Bridge was used on September 11.
Zcash Leads Cryptocurrency Market Recovery as Stable Faces Significant Losses
Zcash surged 23.73% to $1,364.38, leading the gainers, while Stable fell 9.53% to $0.0243, marking the largest decline. Dash and Lighter also posted strong gains.
Silver Price Forecast: XAG/USD rises to near $64.00 as oil prices decline
Silver Price Forecast: XAG/USD rises to near $64.00 as oil prices decline
Acuity: The Intelligent Spaces Mix Makes The Pullback Worth Buying
Acuity Brands offers a compelling bull case as Intelligent Spaces' growth and margin expansion offset lighting cyclicality. AYI's Intelligent Spaces segment grew 14.9% YoY with a 25.1% margin, driving higher profit per dollar than lighting. Valuation at 14x estimated future earnings provides 22% upside to $365, with a conservative 17x multiple justified by cyclicality and integration risks.
AYI +0.15% 
EXI: Industrials Dashboard For September
Sector analysis reveals aerospace/defense and services/distribution as least overvalued, while machinery/conglomerates are most overvalued by 17%. iShares Global Industrials ETF provides global industrials exposure with lower company-specific risk and stronger fundamentals than the U.S.-focused XLI. EXI is less concentrated, cheaper on valuation ratios, and posts higher cash flow growth, though it trails XLI in long-term returns.
EXI -1.21% 
Wyndham Hotels: Shares Still Attractive Amid Recovering Domestic RevPAR
Shares of Wyndham Hotels & Resorts have had a difficult year or so, declining by double-digits in a strong market. Previously weak, WH's U.S. RevPAR has rebounded back into positive territory this year, and management is guiding for more growth in H2. While international setbacks have temporarily weighed on WH's global metrics, structural growth drivers and the upturn in U.S. RevPAR should drive solid growth in 2027 and 2028.
WH -4.2% 
Ripple Says XRP Is Not a Security, Recognized as Digital Commodity
Ripple Chief Legal Officer Stuart Alderoty says XRP's U.S. regulatory status remains clear following years of litigation and federal agency guidance. He pointed to the 2023 federal court ruling and a March SEC-CFTC interpretation naming XRP a digital commodity.
SPHD and SCHD Both Promise High Dividends, Yet One Has Barely Made Investors Any Money in a Decade
SPHD and SCHD both court dividend investors with promises of reliable income from established U.S. companies, yet a decade of returns reveals a stunning divide hiding beneath their nearly identical pitches.
SPHD +2.82% 
Grifols: Better Plasma Economics Can Unlock A Discounted Equity
Grifols is shifting to regional plasma sourcing, aiming for durable cash generation over headline catalysts like a U.S. listing or refinancing. I see improved cash flow as contingent on better sourcing economics, higher network productivity, and incremental plasma protein revenues, not just revenue growth. Despite a 30%+ EV/EBITDA discount to peers, GRFS's value hinges on operational improvements and cash conversion, not simply low multiples.
GRFS -0.67% 
Ledger CTO Warns Bitcoin Quantum Migration Could Take Years as SHRINCS Emerges
Ledger CTO Charles Guillemet published a technical analysis on September 16, 2026, evaluating the SHRINCS post-quantum signature proposal. The SHRINCS draft specifies signature sizes ranging from 548 to 5,777 bytes, compared to the 64 to 72 bytes seen in current ECDSA and Schnorr schemes.
GXO Logistics, Inc. (GXO) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript
GXO Logistics, Inc. (GXO) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript
GXO +0.99% 
Odyssey Therapeutics, Inc. (ODTX) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcript
Odyssey Therapeutics, Inc. (ODTX) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcript
MGHL 0% 
XRP Ledger Nears Activation of Batch V1.1 Payments Upgrade
The XRP Ledger is approaching a major payments upgrade after RippleX published a technical review of Batch V1.1, the rebuilt form of the XLS-56 amendment now under validator vote.
PBOC sets USD/CNY reference rate at 6.7580 vs. 6.7628 previous
PBOC sets USD/CNY reference rate at 6.7580 vs. 6.7628 previous
Walmart Expands Conversational AI Capabilities Across Scintilla Platform
Walmart Data Ventures is adding new artificial intelligence-powered features to its commerce intelligence platform, Scintilla, the company said in a Wednesday (Sept. 16) press release.
WMT +2.82% 
Gold Ticks Up as Markets Weigh Fed Path
Gold edged up in early Asian trade after slipping in the wake of the Fed's first rate hike in over three years.
AAAU -2.65% 
RXO, Inc. (RXO) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript
RXO, Inc. (RXO) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript
RXO +0.49% 
Rubrik: Right Place, Right Time
Rubrik has surged back to $100, fueled by heightened AI-driven cybersecurity demand and robust fundamentals. RBRK posted 38% revenue growth in FQ2 and net ARR of $1.66 billion, with strong partnerships and product innovation targeting AI-related threats. Despite doubling from April lows, RBRK trades at a relatively attractive 11x FY28 revenue, supported by $600 million net cash and $330+ million projected free cash flow.
RBRK +0.31% 
