TheBitcoin (CRYPTO:BTC) mining complex is repricing faster than the coin itself Thursday morning, and CleanSpark sits near the front of that move.
Vitesse Energy, Inc. remains a Strong Buy, offering a nearly 10% yield and trading at a significant discount to intrinsic value. VTS's non-operator, heavily hedged model delivers a more reliable cash flow, with 84% of oil production hedged and recent accretive acquisitions bolstering growth. Guidance was tightened, with 2026 production expected at 16,300–17,200 Boe/day and higher CAPEX reflecting increased drilling activity from partners.
PBF Energy is rated Strong Buy, driven by surging crack spreads and a dramatic earnings turnaround. Global refinery capacity cuts and rising oil prices have structurally elevated margins, with PBF poised to generate $8.5B in net earnings over several years. Even with consensus expecting EPS declines, supply-demand imbalances are likely to keep spreads and earnings robust through at least 2030.
Ron Baron has $25 billion in SpaceX shares and a projection that Starlink alone hits $1 trillion in revenue, but the math holding that forecast together rests on a single unproven assumption about AI that deserves far more scrutiny than
Tesla just posted record deliveries and expanded Robotaxi to seven cities, yet the stock sits 20% in the red for the year.
Lucid Motors has entered into a partnership with European mobility platform Bolt that could bring robotaxis made by the California company to the continent.
Axon (AXON) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term.
XRP futures open interest across major derivatives exchanges has fallen about 23% in less than a month, dropping from roughly $1.128 billion in late August to around $871 million, according to CryptoQuant contributor Arab Chain. The contraction removed approximately $257 million in outstanding positions, signaling a broad reduction in leveraged XRP exposure.
Credo Technology Group stock has slumped and moved into a bear market after slumping by nearly 50% from its highest point this year. It dropped to a low of $148 this week, its lowest level since April 14.
Retirement in America increasingly runs on cash flow rather than paper gains.
Dollar Swiss franc breakout momentum is confirming a fourth straight weekly advance as Federal Reserve revisions lift the dollar. Michael Boutros, StoneX Media Senior Market Analyst, walks through the weekly, daily and four hour picture on Dollar Swiss and what is driving it.
More wallets made the rankings this year. Judging from the dynamics, it now takes less XRP to get there.
Amneal (AMRX) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
NCLH remains a Buy for swing traders, despite the ongoing macro and demand headwinds impacting near-term results. NCLH faces pressured net yields, declining load factors, and EBITDA through FY2027, but management's pricing and fleet strategies may stabilize performance. Valuation is compelling with NCLH trading below sector and historical averages, though high leverage and lack of dividends temper near-term upside.
Marathon and Valero have surged more than 150% this year, and the valuations look surprisingly reasonable at first glance. But analysts are flashing a warning sign that retirement investors chasing these stocks right now may be missing entirely.
McDonald's is trading at historically low valuation multiples. 220 million active app users highlight the strength of its brand loyalty. Rising competition and weaker traffic remain key risks to the thesis.
The neocloud trade split three ways Thursday morning after Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) notified customers of higher on-demand rental rates for a range of AI graphics processing unit (GPU) capacity effective October 1.
Huntsman boosts higher-margin polyurethane systems as Demilec expands downstream exposure, while cost cuts and the Olin merger reshape its outlook.
Amazon's stock chart tells one story while the business underneath tells a completely different one, and the gap between those two narratives is exactly where the opportunity lives.
The fluctuating net flows in Bitcoin ETFs highlight investor sentiment shifts and market volatility, impacting long-term investment strategies. Bitcoin ETFs see cumulative net flows at $55B, down from $63B peak.
The shift to stablecoin-backed Bitcoin futures enhances market stability, reduces systemic risk, and aligns with institutional risk frameworks. Bitcoin collateral risk declines as coin-margined futures shrink to historic lows.
Gasless stablecoin transfers could significantly reduce cross-border transaction costs in Africa, fostering economic growth and financial inclusion. SUI and Daya aim to enable gasless stablecoin transfers in Africa.
Spot crypto funds have been in the market for nearly three years, helping investors to gain exposure to top digital assets. The landscape is complicated, however, with evolving regulations and shifting outlooks for currencies from Bitcoin to Solana.
Broad commodities ETFs are commanding renewed attention this year due to a variety of factors. Those include surging energy prices and some lethargy in the precious metals market, a segment investors often tap with single-commodity ETFs.
As widely expected, the Federal Reserve on Wednesday lifted interest rates by 25 basis points. Add to that the increasing consensus that the central bank, looking to cool inflation, will deliver one more rate increase before the end of 2026.
"ETH is looking extremely bullish here," one popular analyst claimed.
CRWV is scaling next-gen AI infrastructure with multi-rack Rubin clusters and new storage capabilities to accelerate complex workloads.
Since spin-off shares are down ~50% following the reveal of supply chain issues and a guidance cut from 7-9% to 4-5% organic growth. Those are a late reflection of HONA's further status as part of a conglomerate in our view. Mgmt acknowledged it had previously prioritized "efficiency" through, i.e., moving to single-sourcing. At 20x P/E, HONA is now at a roughly 50% discount to the sector. We believe 30x is a reasonable target multiple on normalized growth.
Innate Pharma NASDAQ: IPHA said its first-half 2026 developments included the closing of a strategic partnership with Sobi for lacutamab, completion of dose-escalation enrollment for IPH4502, and completed enrollment in the PACIFIC-9 phase III study of monalizumab.
Cummins NYSE: CMI executives said demand in North American trucking and data-center power markets remains strong, while recent regulatory clarity around 2027 emissions rules has reduced uncertainty for fleet customers.