Stock Market & Financial News
Arm stock jumps 7% as CEO signals confidence in $2B CPU demand
Arm Holdings stock gained 7% on Thursday after CEO Rene Haas said he was increasingly confident the company could meet Wall Street's higher revenue expectations for its new data-centre chip, the AGI CPU. Haas made the comments during an interview with CNBC's Jim Cramer on Wednesday, saying he was “more confident” about achieving $2 billion in demand for the chip than he was during Arm's July earnings call.
ARM +0.11% Otis: The Catalysts I Used To Double Down After A 22% Fall
Otis Worldwide Corporation (OTIS) is highlighted as the largest global elevator and escalator company, with a recent 14% dip presenting a buying opportunity. I maintain conviction in OTIS, emphasizing its dominant market position and the resilience of its business model. Key investment thesis centers on OTIS's stable cash flows, essential service demand, and long-term growth prospects.
OTIS -0.6% Can MRVL's Data Center Business Sustain Its Growth in 2027?
Marvell Technology's AI-driven data center growth is accelerating across custom silicon, optics and switching, but competition remains fierce.
MRVL +2.26% Intuit's QuickBooks Free Push: Can This Lift Customer Growth?
INTU uses QuickBooks Free and Lite to widen its customer funnel as online customer growth slows, with payments adding another revenue path.
INTU -3.24% 
How Serious Is the Regulatory Threat Now Facing Tesla's Cybercab?
After a solid multi-week run that saw Tesla Inc. NASDAQ: TSLA shares climb almost 30% from their late-July low, the rally has stalled. The stock has drifted back to around $360 as a regulatory cloud over its Cybercab robotaxi gives the bulls a reason to bank some profits.
TSLA -0.63% 
The Strategist Who Wanted 8,400 on the S&P 500 Just Cut His Number, and It Is Not Because Earnings Got Worse
Ed Yardeni just dialed back one of the boldest bull calls on Wall Street, but the reason has nothing to do with earnings, and that distinction changes everything about how investors should read the signal.
IVV -0.54% 
NVT vs. APH: Which Electrical Infrastructure Stock is a Better Buy?
Amphenol's AI-driven IT datacom growth, record orders and stronger earnings momentum give it an edge over nVent Electric.
NVT -1.78% 
Tether quietly became a $1.5B lender to US gold dealer
Tether reportedly provided most of Gold.com's outstanding precious-metal financing, revealing a relationship worth roughly $1.5 billion.
Halliburton To Benefit Long Term As Harder-To-Produce Oil Resources Are Tapped
Halliburton Company is upgraded to a Buy, reflecting a shift to a long-term investment thesis amid expectations of higher oil prices. HAL's H1 2026 results show revenue up 2% to $11.12B and net income up 47% to $995M, with comfortable debt servicing metrics. Future growth is tied to global drilling activity, especially potential expansion in Venezuela and international markets beyond the U.S. shale patch.
HAL +5.21% 
Ford vs. Honda: Which Legacy Automaker is a Better Buy Now?
F and HMC take different paths as hybrids, EV investment, motorcycles and recurring revenues shape their 2026 growth prospects.
F -2.85% 
Snail Enters AI Gaming: Can NHP Become a Scalable Business Platform?
SNAL's AI-powered NHP aims to transform gaming with human-like teammates across franchises, but scalability, adoption and monetization remain key challenges.
GMGT 0% 
Meta Platforms: Get In Before September 23
Meta Platforms is evolving beyond advertising, with AI agents and cloud computing emerging as new growth engines. META's recent launch of Muse, its first paid AI agent, and business AI adoption signal meaningful revenue diversification opportunities. Despite elevated CapEx ($130–$145B guidance), legal overhangs have cleared, and multiple near-term catalysts, including Meta Connect, are on the horizon.
META -0.96% 
Rosenbluth Talks Record Fixed Income ETFs & Thematics on Yahoo Finance
During a recent appearance on Yahoo Finance, I highlighted that flows into fixed income ETFs have already shattered previous records in 2026. And there are more than three months left in the year.
BATT -0.7% 
The AI Boom Has a Power Problem. These 3 Utilities Are Getting Paid to Solve It.
US data center demand has outrun the grid's ability to add generation, and the power buyers know it. PJM's most recent Base Residual Auction for the 2028/2029 delivery year cleared at $325.
NEE +0.24% 
Will Ciena's New Targets Drive Growth and Margin Expansion by 2029?
CIEN targets 30% revenue growth through fiscal 2029, with expanding margins and free cash flow supported by strong demand.
CIEN -0.74% 
VTWO: Cheap, But No Longer Compelling
The Vanguard Russell 2000 ETF is rated "hold" due to less favorable risk-reward versus mid-caps amid tightening monetary policy. VTWO's recent outperformance is driven largely by multiple expansion, not sustainable earnings growth, with 29% of constituents unprofitable. Small-cap stocks face higher floating-rate debt exposure (30%) than the S&P 500 (7%), increasing vulnerability to rising rates.
VTWO -0.38% 
Exelixis Eyes Oncology Deals, Readies Zanzalintinib Launch as Cabozantinib Tops $3B
Exelixis NASDAQ: EXEL President and CEO Michael Morrissey said the company is focused on expanding its oncology franchises through internal development, selective business development and potential collaborations, while preparing for a planned launch of zanzalintinib in metastatic colorectal cancer.
EXEL -1.19% 
BST: Gain Pre-IPO Anthropic Exposure And A 6% Yield
BlackRock Science and Technology Trust offers pre-IPO exposure to Anthropic, a leading AI frontier lab poised for a Q4 IPO. Anthropic is BST's second-largest holding at 7.1%, following Nvidia, and could achieve at least a $1 trillion valuation post-IPO, offering investors a revaluation catalyst. BST's portfolio shift enhances its AI exposure, providing investors with early access to high-growth generative AI companies.
BST -0.77% 
Former SEC chair Gensler calls Bitcoin the only crypto resembling a commodity
Gensler's view may influence regulatory approaches, potentially solidifying Bitcoin's unique status and impacting altcoin market dynamics. Former SEC chair Gensler calls Bitcoin the only crypto resembling a commodity.
Best Momentum Stocks to Buy for September 17th
MSGM, ASMB and MTG made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on September 17th, 2026.
ASMB -2.17% 
Costco (COST) Earnings Expected to Grow: Should You Buy?
Costco (COST) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
COST -1.46% 
Darden Restaurants (DRI) Reports Next Week: Wall Street Expects Earnings Growth
Darden Restaurants (DRI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
DRI -2.37% 
Earnings Preview: Scholastic (SCHL) Q1 Earnings Expected to Decline
Scholastic (SCHL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
SCHL -1.31% 
Options Corner: JBHT Upgraded Despite Earnings Headwinds
J.B. Hunt (JBHT) warned investors that it can see a cut in profits due to energy and other macro pressures mounting against the transport giant. Citizens still upgraded the stock to outperform.
JBHT -1.98% 
The Palantir Question Nobody Can Answer Yet: How Big Can This Get?
Palantir is posting growth numbers that make every enterprise software peer look slow, yet the stock has gone nowhere for a year. Understanding why reveals something uncomfortable about what fair value actually means for a company this unusual.
PLTR +0.29% 
Ripple integrates XRP payments into Stripe and Tempo's AI agent ecosystem in new debveloper kit
Ripple has updated its XRP Ledger developer kit to support AI agents making payments for data, computing, and other online services in XRP and RLUSD via the Machine Payments Protocol co-authored by Stripe and payments blockchain Tempo and the Open Wallet settlement standard.
Bitcoin Price Prediction: BTC Could Hit $230,000 as Research Maps 7 Valuation Models
Ned Davis Research sees Bitcoin reaching $170K by 2030 and potentially $230K by 2035 as BTC trades near $76K.
Crypto for Advisors: Beyond bitcoin and ether
In today's newsletter, Glenn Williams Jr, from ProShares,explains why investors are looking beyond bitcoin and ether to manage concentration risk using multi-asset indices.
Uniswap launches U-USDG stablecoin pool on Robinhood Chain
The launch enhances Robinhood Chain's DeFi ecosystem, potentially increasing stablecoin liquidity and competition among decentralized exchanges. Uniswap launches U-USDG stablecoin pool on Robinhood Chain.
SOXX: $22 Billion Of Google TPU Financing Comes With A Catch
The iShares Semiconductor ETF remains a Hold as AI infrastructure financing deepens but valuation still demands strong earnings growth. Crux AI's $22B financing, centered on Google's TPUs, signals expanding AI infrastructure spend but benefits SOXX unevenly, favoring Broadcom exposure. SOXX's broader construction offers participation across architectures, yet its 61x P/E leaves little margin for earnings disappointment.
SOXX +0.53% 
