Stock Market & Financial News
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% 
Bitcoin Market Cap Overtakes Tesla as Its Value Nears $1.64T
Bitcoin ranks 13th among global assets after its valuation moved nearly $200 billion above Tesla.
Dogecoin Price Prediction: DOGE Is Rising Again — Where Does the Rally Stop?
Dogecoin is recovering from its recent selloff, but DOGE is approaching a key resistance zone. Can the rebound extend toward $0.10?
MultiversX investigates potential mainnet issue
MultiversX has opened an investigation into a potential issue on its mainnet and said it expects to provide another update within 12 hours or sooner if the team reaches a clear finding.
Shiba Inu Price Prediction: SHIB Jumps 6%
Shiba Inu has jumped roughly 6% as buyers return, but SHIB now faces a key resistance zone. Can the rebound carry the meme coin toward $0.000006?
NYSE Has Spent a Year Testing Avalanche for Tokenized-Securities Plans, Ava Labs Says
NYSE has tested Avalanche technology for roughly a year as it develops a regulated tokenized-securities platform with tZERO infrastructure.
Not Just Banks: 3 Trading Stocks to Watch After the Fed Rate Hike
What a difference a year makes. In fall 2025, markets expected 2026 to bring rate cuts.
CME -4.73% 
Ethereum Price Prediction: What Happens Above $2,550?
Ethereum is testing a key resistance zone around $2,550 as ETF flows recover. A breakout could put $2,800 and eventually $3,000 back in focus.
Bitcoin Price Prediction: How High Can the Rebound Go?
Bitcoin has surged back above $80,000 after surviving a Fed rate hike and regulatory setback. Now BTC faces an even tougher resistance zone near $82K.
Bitcoin Surges Past $80K Following Regulatory Turbulence and Federal Reserve Rate Decision
Digital asset markets navigated a turbulent period as regulatory developments, monetary policy adjustments, and climbing Treasury yields influenced price action throughout the cryptocurrency sector.
PagerDuty: Dirt Cheap And AI Is Creating A Great New Opportunity
PagerDuty leverages AI to deliver industry-leading rapid IT incident response, overcoming past growth concerns. PD has transitioned to profitability, no longer burning cash, and is enhancing its platform with AI capabilities. Despite recent share price appreciation, PD remains undervalued as the market underestimates its growth potential.
PD -0.39% 
