Stock Market & Financial News
Vince Holding: Core Growth Supports The Valuation, With OVO As Optional Upside
Vince Holding Corp is rated Buy at $8.62, with fair value estimated at $10.77 per share, reflecting a 25% upside. Core Vince's value is driven by sustainable wholesale and direct-to-consumer growth, not the OVO acquisition or one-off tariff refunds. Management guides for 8–10% sales growth and 7.5–8.0% adjusted operating margin in FY26; my FY27 assumptions are more conservative.
VNCE -0.44% Nexa Resources (NEXA) Moves 7.0% Higher: Will This Strength Last?
Nexa Resources (NEXA) 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.
NEXA +2.45% HYPE Hits Record High Above $90 After SEC Exemption and Hyperliquid Borrowing Launch
HYPE has hit a new all-time high, breaching its previous high which was set on September 6. Hyperliquid's token is now trading above the $90 mark, following a rally of more than 15% in the last two days.
Micron: Sept. 30 Could Reveal How Big Its Next Buyback Really Is
Micron Technology, Inc. remains a Strong Buy, supported by robust earnings, disciplined capital allocation, and new capacity coming online amid tight memory supply. MU's fiscal Q4 revenue guidance benefits from a 14th week; normalized run-rate and single-digit earnings multiple reinforce undervaluation. Upcoming buyback authorization size will signal management's confidence in sustained free cash flow and cycle durability, with $2.16B left on the current program.
MU +1.18% 
Ethereum Institutional signals support for Ethlabs' motion to reduce Ethereum block times
The non-profit signaled support for reducing Ethereum block times, citing increasing institutional activity moving onto the smart-contract network.
DRDGOLD: Turning A Gold Windfall Into A Lasting Infrastructure Advantage
DRDGOLD (DRD) leverages high gold prices to fund infrastructure expansion, aiming for long-term competitiveness beyond current gold cycles. DRD's investment thesis centers on expanding tailings disposal capacity and integrated infrastructure, not simply projecting recent earnings growth from elevated gold prices. Valuation is attractive, with DRD trading at significant discounts to sector P/E and EV/EBITDA multiples, while reinvesting heavily in growth and maintaining a debt-free balance sheet.
DRD -0.37% 
Ocean Power Technologies demonstrates WAM-V 8 platform in surf-zone trial
Ocean Power Technologies Inc (NYSE-A:OPTT) said it put its WAM-V 8 platform through a formally evaluated demonstration in challenging surf-zone conditions, testing the autonomous vehicle at the US Army Corps of Engineers' Engineer Research and Development Center Field Research Facility in Duck, North Carolina. The demonstration generated data and operational insights to inform continued development of the company's 16- and 22-foot WAM-V platforms for near-shore environments, the company said.
OPTT -2.02% 
Intel's Ohio Lifeline? Why the SK Hynix Talks Matter
SK hynix NASDAQ: SKHY is in early talks with Intel NYSE: INTC about manufacturing memory chips in the United States for the first time. The options on the table include leasing part of Intel's long-delayed Ohio "Ohio One" complex or forming a joint venture that would also pull in major cloud providers hungry for memory supply.
INTC +2.29% 
CrowdStrike and Palo Alto Networks Are Soaring, but Is the Rally Already Priced In?
CrowdStrike and Palo Alto Networks have both roughly doubled this year, but an AI safety scare just sent them in opposite directions against Wall Street's consensus targets, raising a pointed question about which one still has room to run.
CRWD +0.88% 
Joby Says it Completed First Fully Autonomous Flight Across the U.S.
Joby Aviation said an aircraft equipped with its technology has completed the first fully autonomous flight across the U.S.
JOBY +4.87% 
Prediction: This Is Where Nvidia Stock Could Be by the End of Next Year
Nvidia shares have already delivered 900% over five years, but a specific multiple applied to a rising earnings estimate points to a price target that Wall Street has not yet penciled in.
NVDA +0.16% 
Ultragenyx (RARE) Surges 12.6%: Is This an Indication of Further Gains?
Ultragenyx (RARE) 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.
RARE +1% 
3 Mortgage & Related Services Stocks to Watch Amid Industry Headwinds
While the high mortgage rates are likely to hurt the Zacks Mortgage & Related Services industry, companies like RKT, AGM and TREE are poised to navigate the challenges.
AGM +0.73% 
Enbridge: The Rate Scare Put This 5.77% Dividend Yield On Sale
Enbridge remains fundamentally strong, with a $41 billion secured backlog and reaffirmed 2026 guidance despite recent rate-driven selloff. ENB delivered Q2 adjusted EBITDA of $4.78 billion and distributable cash flow of $2.9 billion, supporting its 31st consecutive annual dividend increase. ENB is well-positioned for long-term growth as North American energy demand rises, with $50 billion in organic growth opportunities through 2030.
ENB -0.41% 
Walmart Inc. (WMT) Presents at Goldman Sachs Global Consumer and Retail Conference Transcript
Walmart Inc. (WMT) Presents at Goldman Sachs Global Consumer and Retail Conference Transcript
WMT -0.86% 
Ethereum Glamsterdam Testnet Faces Builder Abuse Concerns
Ethereum developers have stated that the activation of Glamsterdam on Sepolia will take place on October 6. The developers have cautioned that the low-cost test Ether may be used by disposable builders to cause problems with the ePBS testing process.
Zealand Pharma's short bowel syndrome drug wins backing from EU panel
Zealand Pharma received a positive opinion from the Committee for Medicinal Products for Human Use recommending approval of its drug candidate Zeydovio for the treatment of short bowel syndrome, the Danish company said on Friday.
ZLDPF -2.36% 
Buy AI-Led EME, PWR and CAT for Long-Term to Gain From Recent Softness
EME, PWR and CAT are benefiting from the AI data center boom, with strong backlogs and growth plans.
EME -0.03% 
B vs. KGC: Which Gold Mining Stock Should You Bet on Now?
Barrick and Kinross shine with strong projects, rising cash flows, and solid growth prospects amid resilient gold prices.
KGC +0.92% 
House Data Center Power Bill Lifts Nuclear Stocks: Here's Why
OKLO, SMR and NNE surged after a House bill shifted data-center power costs toward operators, spotlighting advanced nuclear as dedicated supply.
OKLO +3.58% 
Can Faster JATM Production Strengthen Lockheed Martin's Growth?
LMT is ramping JATM production as U.S. and allied demand grows, supporting faster deliveries and potential long-term program expansion.
LMT -0.9% 
Can Rising Defense Demand Strengthen TransDigm's Growth Outlook?
TDG's defense revenues rise 11% in fiscal Q3 2026 as strong bookings and backlog support its U.S. defense aerospace growth outlook.
TDG -0.23% 
Altcoins Explode: HYPE Leads, Bitcoin Rebounds Toward $78,000
HYPE climbed more than 11% toward $89 as ZEC and SOL also surged, while Bitcoin recovered from $75,972 and moved back toward $78,000. Starknet, Arbitrum and Uniswap posted double-digit gains as the DeFi Select Index jumped 8.3%, highlighting a broader rotation toward higher-risk crypto assets.
Pagaya Technologies: Strong Auto Growth And Rising Profitability At A Low Valuation
Pagaya Technologies Ltd. (PGY) delivered record Q2 2026 results, with Network Volume up 33%, revenue up 19%, and adjusted EBITDA up 43%. PGY's Auto segment is now the primary growth engine, contributing over 75% of Network Volume growth and securing major ABS and forward flow agreements. PGY's capital markets platform is expanding, with record ABS issuance and diversified funding structures supporting scalable growth and mitigating concentration risk.
PGY +2.44% 
Bitcoin ETFs Snap Outflow Streak, Market Hits $2.67T; Ether, XRP ETFs Bleed
Bitcoin rebound: Bitcoin ETFs took in $159.5 million on September 17, ending two days of withdrawals. BlackRock's IBIT led with $183.7 million, while Fidelity's FBTC and VanEck's HODL slipped. Ether outflows: Ethereum ETFs lost $39.3 million, a third straight session. Three-session outflows reached $405.4 million. BlackRock's ETHA drove selling with $42.
Paycom: Recovery Started With More To Come
Paycom Software delivered strong Q2 2026 results, with revenue up 10% and EPS up 48%, driven by operating leverage and share buybacks. PAYC raised full-year 2026 guidance, now targeting 7–8% revenue growth and improved adjusted EBITDA margin to 46%, reflecting business momentum and new product releases. Capital allocation remains opportunistic; aggressive buybacks funded by free cash flow and some debt, with leverage expected to stay moderate.
PAYC -1.88% 
Meta: Buy The Muse Catalyst, But Watch The AI Bill
Meta Platforms, Inc. maintains a Buy rating as Muse introduces a visible consumer AI catalyst atop robust ad-driven revenue growth. META's Q2 FY2026 revenue grew 28% YoY, with 3.6 billion daily active users and AI-driven ad performance strengthening the core business. Heavy AI CapEx pressures free cash flow, but ongoing investment is justified by strong operating cash flow and emerging consumer AI products.
META -1.41% 
Optimism's Upgrade 20 approved: Super Root testnet Sept. 17, mainnet Sept.
Optimism governance finished voting on Upgrade 20 on Sept. 16, putting four OP Stack testnets on Super Root dispute games on Sept.
Ero Copper: The Growth Everyone Is Buying Depends On One Shaft
Ero Copper (ERO) is rated Buy with a $50 target, reflecting a 42% upside as copper production is set to rise by a third by 2028. ERO trades at a 5.74x forward EV/EBITDA, below its historical and sector averages, despite capex nearing completion and leverage dropping to 0.8x. Caraíba's production growth hinges on timely shaft completion; delays would push the investment case out a year and undermine the valuation.
ERO +2.82% 
LuxExperience: My Old Thesis Just Got Dressed
LuxExperience (LUXE) remains a Buy, offering high alpha potential and speculative risk as it targets €4 billion in sales and 7-9% adjusted EBITDA margin by FY 2030. Q4 saw all segments, even YOOX, outperform expectations, with MyTheresa delivering 10.2% sales growth and 13.1% AOV increase, and NET-A-PORTER nearing breakeven. LUXE projects €200-€300 million in cash by FY 2030, is authorized for share buybacks, and expects to reach breakeven by FY 2028, boosting investor confidence.
LUXE +0.38% 
