Stock Market & Financial News
Is Markel the New Berkshire Hathaway Blueprint for Value Investors Post-Buffett?
Warren Buffett's exit from Berkshire Hathaway reignited a debate value investors have circled for years: whether one smaller insurer running the same three-engine compounding model can fill the void, and whether its recent struggles make it a trap or an
MKL -0.82% SHIB netflow reported as positive, but two figures disagree
A Sept. 19 report put SHIB net exchange inflow at 115,228 billion SHIB, but its headline said 468 million. The figures differ by orders of magnitude.
Solana reduces block times by 17% to 250 milliseconds
Solana's faster block times enhance data freshness, crucial for real-time applications, but require careful management of network stability. Solana reduces block times by 17% to 250 milliseconds.
XRPL processes 2.34M daily transactions, up 8.9%, as XRP reclaims $1.43
XRPL processed 2.34M transactions in 24 hours through Sept 18, up 8.9% day-on-day and above the 30-day average, per XRPScan.
ETH Breaks Out as Whales Wake Up and Ethereum Wallets Hit Record High
ETH surged past $2,600 on Friday for the second time this month. Can this break out be different?
Amerigo Resources: No Longer Deep Value, Still A Buy For The Copper Yield
Amerigo Resources is rated BUY for its unique, debt-free, low-cost copper exposure and robust shareholder returns. ARREF processes tailings from Codelco's El Teniente, avoiding mining risks and maintaining normalized cash costs of $1.60/lb versus Q2 realized copper prices of $6.16/lb. Total 2026 dividends yield 8.6%, driven by a capital return strategy that sweeps excess cash into performance dividends and buybacks.
ARREF +5.2% 
MS NOW reporters denied access to White House after Trump bans three media outlets
Journalists from MS NOW were denied access to the White House grounds early Saturday, one day after President Donald Trump said he is banning three media outlets. Trump said he was banning MS NOW, CNN and Politico from the White House over their coverage of him.
DNOW +3.15% 
Motorola Solutions Eyes Defense, Drone Security Growth as Silvus Scales
Motorola Solutions NYSE: MSI is focused on executing across its mission-critical networks, command center software and video security businesses while scaling its recently acquired Silvus Technologies and D-Fend Solutions operations, Chief Operating Officer Jack Molloy said at a Truist conference.
MSI -0.41% 
Solana's Heartbeat Quickens: Block Times Fall 17% in Latest Speed Upgrade
The network's clock just sped up again, but the extra speed goes to freshness, not capacity.
What Will $5,000 Invested in Palantir Stock Be Worth in 5 Years?
Palantir just posted revenue growth above 90% year-over-year with a Rule of 40 score that has Wall Street rubbing its eyes, yet the five-year model tells a far more complicated story than the bull hype suggests.
PLTR -0.06% 
Every New Reactor Needs Fuel: 3 Uranium Stocks Positioned for the Nuclear Buildout
Uranium mining sits at the narrow end of the funnel feeding the AI-driven reactor buildout, and three US-listed juniors are racing to fill a supply gap that utilities cannot contract their way out of.
DNN +8.64% 
GPIX: Still Bullish As The Fed Starts Hiking Again
I remain bullish on the Goldman Sachs S&P 500 Premium Income ETF despite the Fed's rate hike and shifting macro backdrop. GPIX's dynamic call overwrite strategy adapts monthly, capturing 85.7% of SPY's total return while delivering an 8.21% yield and strong income growth. Over $1 billion in new inflows and The Goldman Sachs Group's $2.25 billion NEOS acquisition validate the covered call ETF category and GPIX's leadership.
GPIX +0.52% 
Blue Owl Capital: The Ride Is About To Begin
OWL is heavily undervalued after a roughly 61.5% crash since its all-time-high. I see OWL as uniquely positioned to capitalize on the ongoing AI narrative, which the market continues to underappreciate. OWL's Digital Infrastructure is already adding to the growth with 6% share in AUM. And the management sees great pipeline on that front.
OWL -0.32% 
Amgen or Merck: Which Drugmaker Has the Stronger Dividend Growth Story?
Both Amgen and Merck write quarterly checks and raise them every year, but only one has the portfolio depth to keep growing that payout through the next brutal round of patent expirations.
AMGN +0.75% 
Bolsa Mexicana De Valores - Expect Good (Not Great) Returns From This High Dividend Payer
Bolsa Mexicana de Valores is a monopoly with 27% ROCE, no debt, and returns 80% of earnings to shareholders. Growth is modest, but is expected to accelerate driven by Mexican trading volumes, pension reforms, and a digital evolution program, with 5% annual growth projected post-2027. BMV trades at 13x earnings with a 5% dividend yield, but I target a price below MXN 30/share for a sufficient margin of safety.
BOMXF +1% 
Ethereum Clears $2,600: Is Ideal Scenario Officially Triggered?
The second-largest cryptocurrency by market capitalization, Ethereum ($ETH), held above the psychological $2,600 mark this weekend, confirming its breakout from a prolonged, multi-month sideways trading range. The move was driven by a strong breakout candle closing near its daily highs following a tight consolidation, pushing the asset out of the $1,800–$2,000 corridor, where the coin had stagnated since the summer.
Buffett takes next step in plan to keep Berkshire from straying
Warren Buffett steps down as Berkshire Hathaway's chairman, passing the job to his son, Howard.
BRK-A -1.44% 
Robert Kiyosaki Warns of Looming Capital Market Crash as Bitcoin ETFs Stand Out; Here's What's Happening
He warned of an economic crisis that could impact markets and also identified assets that can help protect investors' fortunes from such catastrophes.
These 3 Agentic AI Stocks Have More Than Hype Behind Their Growth Stories
The market frequently misprices the gap between what a company is actually building and what investors think it's building. Nowhere is that gap wider right now than in agentic artificial intelligence (AI).
NOW -2.15% 
'Golden Cross' Trap: Why Bitcoin's Rally to $81,280 Worries Analysts
Bitcoin entered the weekend with a local rally, settling around $81,280 after gaining around 4% over the past 24 hours. The main driver of market debate has been the "golden cross," a chart pattern in which the 50-day moving average crosses above the 200-day moving average.
QQQE Vs. QQQ: The Former Wins On Both Fundamentals And Technicals Currently
I prefer QQQE over QQQ and QQQM for the next twelve months. It's a tactical satellite trade, not core, and it mirrors my RSP trade in the S&P 500. Equal weighting cuts technology from 60% to 45% of the portfolio, and the two funds share only 52% of their weight despite holding the exact same stock list. Fundamentals favor market cap. Forward PE is close at 21.4x vs. 22.3x, but QQQM's return on equity is 47.5% against 24.6% for QQQE.
QQQE +1.06% 
The old new thing: Cisco and retro tech are back and forming the AI buildout's backbone
‘Everybody forgot about them for 20 years. And now suddenly they're important again.
CSCO +1.03% 
Why Screeners Mislead You on Blackstone's Actual Dividend Income
Your screener shows Blackstone yielding over 4%, but the actual check that lands in your account follows a completely different logic than that number suggests, and confusing the two has burned plenty of income investors.
BX -1.97% 
VCR: Consumer Discretionary Sector Dashboard For September
Consumer services and durables/apparel subsectors are undervalued with strong quality scores, while autos/components appear overvalued and lower quality. The Vanguard Consumer Discretionary ETF offers broad sector exposure with 277 holdings and a low 0.09% expense ratio. VCR is notably cheaper than XLY on valuation metrics, driven by greater small-cap exposure, and has slightly outperformed XLY long-term.
VCR +1.01% 
Bitcoin Price Stays Near $81,000 as Matrixport Ships 2,400 BTC to Binance
A wallet linked to BIT, the firm formerly known as Matrixport, dropped another 1,000 BTC worth $81.06 million into Binance on Saturday, its second large deposit to the exchange this week. The Wallet in Question The address, which begins with ‘bc1qsz,' sent the coins to Binance early Saturday, tracker Lookonchain reported.
'The orange tie stays': Michael Saylor responds to venture capitalist's bitcoin obituary
"Bitcoin feels like the CD in the age of Spotify, the DVD in the age of Netflix," wrote Jason Calacanis.
Bitcoin Bull Market Confirmed If BTC Closes the Week Above This Key Level: Analysts
BTC is above $81,000 despite the week it had. But the real test comes now.
Equinix Plans $5B-$7B Annual Data Center Buildout as AI Demand Accelerates
Equinix NASDAQ: EQIX executives said the company is expanding its development pipeline in response to customer demand, with planned annual investment of $5 billion to $7 billion expected to be concentrated in established markets where it already operates interconnected digital ecosystems.
EQIX +3.28% 
Ethereum's Glamsterdam Upgrade Sets the Stage for a Major Capacity Boost
Ethereum's Glamsterdam upgrade has cleared another important testing phase as developers prepare for a proposed October 6 Sepolia deployment. The latest devnet raised the block gas limit from 60 million toward 200 million, while Nethermind completed 2,302 performance tests.
Carl Icahn Added Nearly 69 Million Shares of His Own Company Last Quarter
Carl Icahn keeps piling into his own holding company even as its units sink to multi-year lows, and the reasons behind his accumulation are far more complicated than a simple vote of confidence.
CVI -7.4% 
