Stock Market & Financial News
Dell raises full-year guidance after AI server revenue doubles
Dell Technologies Inc (NASDAQ:DELL) shares jumped 10% in after-hours trading Wednesday after the company posted second-quarter results that blew past Wall Street estimates and raised its full-year outlook, fueled by surging demand for AI-optimized servers. The company reported fiscal second-quarter revenue of $47 billion, up 58% from a year earlier and above analyst estimates of $44.92 billion.
DELL Hollywood Star Embraces AI for Bitcoin Film: ‘Work With It or Be Out'
The film production had a $70 million budget and used artificial intelligence to generate lighting and over 200 settings. Actress Gal Gadot spent six months negotiating specific contractual clauses to shield her physical likeness against the use of generative tools.
Gold Price Tests Critical $4,311 Support After Sharp Drop
Gold sliced through the 20-day and 100-day averages on Tuesday and is testing a tight support cluster that will decide whether the August rebound survives.
Google's Android update tackles motion sickness, accessibility, and more
On Tuesday, Google announced it's rolling out five new updates designed to make Android phones more accessible, useful, and personalized. Announced in a blog post on Tuesday, the features include those aimed at reducing motion sickness, helping blind and low-vision users navigate their surroundings, remembering where users leave important items, and another that adds new ways to personalize Google Messages.
GOOG 
Dycom: The Sell-Off Looks Like A Buying Opportunity
Dycom Industries delivered robust Q2 FY2027 results, with revenue up 45.6%, organic growth of 16.7%, and a record $12.24B backlog. Despite strong growth, DY's stock fell due to lower Communications margins, wireless revenue deferral, and Q3 EPS guidance slightly below expectations. Growth catalysts include accelerating fiber-to-the-home, AI/data center-driven long-haul fiber demand, and Building Systems segment expansion, supporting multi-year upside.
DY 
Aerodrome's cbStock pools enable continuous trading of equities on Base
Aerodrome's 24/7 trading could reshape global equity markets by enabling continuous price discovery and reducing market downtime impacts. Aerodrome's cbStock pools enable continuous trading of equities on Base.
Sandisk: Dirt Cheap For No Good Reason (Rating Upgrade)
Sandisk Corporation is upgraded to a Strong Buy, driven by extraordinary AI-fueled growth and a deeply discounted valuation. SNDK delivered 371.6% YoY revenue growth and nearly 60 percentage points of gross margin expansion, with robust operating leverage and EPS outperformance. AI and cloud infrastructure demand are powering a supercycle, while new long-term contracts and business models aim to reduce cyclicality risk.
SNDK 
Palo Alto Networks' stock climbs as demand for AI cybersecurity powers an earnings beat
As artificial-intelligence agents proliferate and cyberthreats grow more widespread, Palo Alto Networks is having a moment in the spotlight as one of the few pure-play cybersecurity companies.
PANW 
Bitcoin Price Predictions Pit $400K Bulls Against $10K Bears
Over the last month, bitcoin's price has rallied, and this has increased positive sentiment and encouraged bullish vibes. It has also produced a slew of price predictions from a handful of bulls and bears during the last two weeks.
Palo Alto Networks beats Q4 earnings on AI security demand
Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) reported fiscal fourth-quarter revenue and profit that topped analyst estimates, as the cybersecurity company closed out its fiscal year with a nearly $1 billion jump in net new next-generation security annual recurring revenue. Revenue came in at $3.41 billion, versus estimates of $3.35 billion, up 34% year over year.
PANW 
Alumis: A Brutal Lupus Setback, But Psoriasis Still Supports Upside
Alumis Inc. remains a late-stage biotech with no commercial product and significant risk. ALMS's value is primarily tied to envudeucitinib, a selective TYK2 inhibitor for psoriasis and lupus. The recent share price crash, driven by a lupus trial failure, is significant but may not erase envudeucitinib's potential.
ALMS 
Palo Alto Projects Double-Digit Growth as AI Drives Cybersecurity Spending
The cybersecurity company said it is expecting revenue to rise between 23% and 24% to a range of $14.1 billion to $14.2 billion in fiscal 2027.
PANW 
Strive raises funds for 104 Bitcoin purchases over 9 days using preferred stock program
Strive's innovative funding strategy highlights the growing trend of institutional Bitcoin accumulation, impacting market dynamics and investor strategies. Strive raises funds for 104 Bitcoin purchases over 9 days using preferred stock program.
Robinhood Chain surpasses Solana, Base, and Ethereum in daily chain-fee generation
Robinhood Chain's rapid fee growth highlights the potential for new blockchain networks to disrupt established players and reshape market dynamics. Robinhood Chain surpasses Solana, Base, and Ethereum in daily chain-fee generation.
American Airlines adds $1,000 Trump Account match for workers' children
American Airlines is adding a new employee benefit that includes a $1,000 Trump Account match per eligible child and a pretax savings option.
AAL 
Apple enters a new era as John Ternus takes over as CEO
John Ternus begins his first day as Apple CEO, bringing deep hardware and Apple Silicon expertise as the company navigates AI and chip challenges.
AAPL 
Micron's 2028 Risk Is Fading
Memory shortages remain severe as HBM consumes DRAM capacity, preserving supplier pricing power despite already extraordinary price increases. SK hynix expects memory shortages through 2030, while its new Indiana HBM4E capacity will not arrive until 2029. Micron Technology, Inc. expects FY2027 CapEx above the mid-$40 billion range, yet meaningful greenfield bit supply begins around calendar 2028.
HBM 
How recovery of 61 BTC unlocked a potential $432M treasure hunt for early Bitcoin users
CEL Solicitors says it has traced more than 5,500 BTC that it believes belong to former users of Intersango, an early Bitcoin exchange that disappeared more than a decade ago. At Bitcoin's current price near $78,824, those coins carry a value of roughly $433.5 million.
Is the Options Market Predicting a Spike in ACM Research Stock?
Investors need to pay close attention to ACMR stock based on the movements in the options market lately.
ACM 
As Bonds Rout, Lean On These Short-Term Bond ETFs for Help
Temperatures rose across global bond markets in recent days, intensified by a 30-year high in Japanese yields. Japan's 10-year bond yield hit 3% for the first time since 1996, while the 2-year yield also hit a high.
GSST 
Capstone Copper: Strong Copper Prices Drive Record Earnings
Capstone Copper reported record Q2 2026 revenues, record EBITDA of $354M, driven by strong copper prices and production. CSCCF's Mantoverde Optimized project is on schedule for Q4 2026 ramp-up, with consolidated copper production potentially reaching 265Kt in 2027; Santo Domingo offers further growth into the 2030s. Valuation is fair with an EV/EBITDA near 5, factoring in imminent Mantoverde Optimized contribution.
CATG 
Fifth Third Introduces Card Aimed at Debt Consolidation
Fifth Third has launched of a new credit aimed at consumers seeking to reduce interest costs and consolidate higher-rate debt. According to a Tuesday (Sept.
FITB 
Bitcoin at $20T? Grant Cardone Says the Milestone Could Turn BTC Into a Global Payment Tool
Cardone Capital manages real estate assets valued at over $5 billion and holds corporate reserves in Bitcoin. The required market capitalization of $20 trillion would place the unit price of each BTC above $1 million. The businessman's statements were published by financial portal TheStreet during an analysis of institutional monetary adoption.
Mystery Ethereum Whale Moves $408M in ETH to Exchanges, Fueling Sell-Off Fears
A mystery Ethereum whale moved 167,855 ETH worth about $408 million after receiving the funds from multiple wallets. The address has deposited 70,739 ETH, valued near $174 million, into exchanges over two days. Another 97,115 ETH, worth roughly $237 million, remains in the wallet, leaving markets focused on its next moves.
Daiichi Life Group, Inc. (DLICY) Discusses Group Subsidiary Strategy, Capital Actions, and Growth Initiatives Transcript
Daiichi Life Group, Inc. (DLICY) Discusses Group Subsidiary Strategy, Capital Actions, and Growth Initiatives Transcript
DLICY 
Dell again lifts forecasts as AI demand powers record results
Dell Technologies on Tuesday boosted its annual revenue and profit forecasts for the second time this year, driven by soaring demand for its AI servers from technology companies pouring billions into data centers.
DELL 
Dell surges 5% after lifting fiscal 2027 forecast on AI server strength
Dell's quarterly revenue came in above all analyst estimates. The computer maker now sees AI server revenue tripling in the full fiscal year.
DELL 
Dell's AI servers drive a stellar earnings performance, and a raised outlook
The company's backlog has reached $95 billion as demand accelerates for its AI servers
DELL 
Bitcoin Posts 25% Gain in August, Its Third-Best August on Record
Bitcoin surged 25% in August, delivering its third-best August on record. Explore the monthly move, historical context, market drivers, outlook, and key FAQs.
CNO Financial Group, Inc. (CNO) Discusses Worksite and Medicare Business Strategies and Growth Drivers Transcript
CNO Financial Group, Inc. (CNO) Discusses Worksite and Medicare Business Strategies and Growth Drivers Transcript
CNO 
