Stock Market & Financial News
Big Tech Spent Over $1 Trillion on AI. The Bill Does Not Arrive Until It Depreciates.
The sticker shock in Big Tech earnings this year came from the capital expenditure line. Microsoft (NASDAQ:MSFT | MSFT Price Prediction) spent $115.95 billion on property and equipment in the fiscal year ended June 2026.
MSFT Dell Reports Tuesday With Our Model Flashing Green
Dell reports quarterly results this evening, and virtually every indicator we track is pointed in the same direction.
DELL Home Depot Faces Weak DIY Demand: Should Investors be Concerned?
HD's DIY demand remains weak as consumers defer big projects, but digital growth, broad category gains and higher big-ticket sales offer support.
HD HSBC Eyes Singapore Consolidation: Will Simplification Aid Growth?
HSBC is weighing a Singapore banking consolidation to simplify operations, cut duplication and sharpen its focus on higher-growth businesses in Asia.
HSBC 
Can F.N.B. Corp Sustain the Momentum in Its Top-Line in 2026?
FNB's record second-quarter revenues, healthy loan growth and rising NII support its top-line momentum, backed by expansion and fee income.
FNB 
Can Carpenter Technology Sustain Its Strong Cash Flow Growth in FY27?
CRS delivers strong FY26 cash flow growth. It expects higher profitability and $400-$430M in adjusted free cash flow in FY27.
CRS 
Gold Price Continues Fall As Expectations Of An Interest Rate Hike Grow
Gold had been on a significant upswing throughout August, ending what had been a mostly stagnant summer, before the price began declining late last week. Earlier this month, the Treasury Department announced it would ramp up buybacks of long-dated government debt, a move analysts said helped gold's price spike.
DGP 
Khloé Kardashian's Khloud Brand Scales At Walmart As Retailer Refines Wellness Category
Khloé Kardashian's Khloud Plus Collagen Protein Chips have landed at Walmart. With 17g of total protein, including 2g of hydrolyzed collagen per 16-ounce bag, the launch puts Khloud's most functional product yet into Walmart's growing protein snack set nationwide, just as the retailer optimizes its protein and functional snack business.
WMT 
Analysts See Major Upside for This Top-10 Performing S&P 500 Stock
Every so often, a stock quietly climbs its way into the upper ranks of the market's leaderboard without attracting the attention its performance deserves. Lumentum Holdings NASDAQ: LITE is one of those names.
LITE 
Casella Waste Systems Shouldn't Be Thrown Out Yet
Casella Waste Systems remains a soft "Buy" as management raises 2024 revenue and EBITDA guidance, reflecting robust growth and operational stability. Acquisition-driven expansion, particularly the $100 million Star Waste deal and $400.8 million in total M&A spend, has fueled top-line gains across all regional segments. Despite a modest net profit decline, CWST delivered broad-based improvements in adjusted net income, cash flow, and EBITDA, demonstrating sector resilience.
CWST 
XRP Faces Fed Rate Hike Risk as Treasury Yields Surge Despite Record ETF Inflows
XRP steadies near $1.38 as Treasury yields and the dollar rise, while strong ETF inflows collide with a 6.8% weekly price decline.
Wall Street sets Micron stock price target for next 12 months
As Micron Technology, Inc. (Nasdaq: MU) stock rose by over 13% in August, thereby pushing the company's market capitalization to $1.1 trillion at the time of writing, Mark Li, a Wall Street analyst at Bernstein, expects another rally, over the next 12 months, to reach a new all-time high (ATH).
MU 
Gold price slides as hike odds near 70%, testing strategist's key level from a day earlier
Blue Line Futures' Phil Streible told Kitco News on Monday that a close below 4,350 would change his mind on gold. It touched 4,325 on Tuesday morning
AAAU 
Goldman's IB Fees Jump 52% in 1H26: Will the Uptrend Continue?
GS's IB fees jump 52% in 1H26, fueled by broad-based gains. A record advisory backlog could keep momentum going.
GS 
AXIL's Earnings Improve Y/Y in Q4 as Revenues Climb 48.9%
AXIL's record Q4 revenues, wider margins and rapid retail expansion highlight momentum as it targets profitable FY27 growth.
AXIL 
PepsiCo's North America Challenge: Temporary or Structural?
PEP's North America weakness reflects softer spending and category pressure, but snack share gains and beverage strength point to a gradual recovery.
PEP 
How Trossen Robotics Collaboration Could Strengthen Ouster's Prospects
OUST's Stereolabs is teaming with Trossen Robotics to enhance Physical AI training with synchronized, multi-view vision systems for robots.
OUST 
First Phosphate investor base jumps as shareholders back full board slate
First Phosphate Corp. (CSE:PHOS, NASDAQ:PHOS, FRA:KD0, OTCQX:FRSPF) said shareholders re-elected all five board nominees and approved an advance notice policy at its Annual General and Special Meeting, as the company's registered shareholder base grew 861% over the past year. The company reported voter turnout of more than 34% at the meeting, held August 28, 2026, with all board nominees receiving support above 95%.
PHOS 
SMID Q2 Earnings Drop Y/Y on Tough Barrier Project Comparison
Smith-Midland's Q2 revenues and earnings decline y/y on a tough year-ago barrier comparison, while backlog rises and data-center and infrastructure demand remain firm.
SMID 
Healthcare ETFs to Watch Post Merck-Moderna Cancer Vaccine Breakthrough
Merck-Moderna's melanoma vaccine success could boost immunotherapy growth, putting healthcare ETFs in the spotlight.
MRNA 
Blue Dolphin Stock Rises as Refining Margins Drive Q2 Earnings
BDCO's Q2 revenues surge as higher sales volumes and stronger refining margins help the company return to profitability.
BDCO 
Here's Why Investors Must Hold Everpure Stock in Their Portfolios Now
P's 44% RPO growth, raised FY27 revenue outlook and $1B liquidity buffer bolster visibility despite negative cash flow.
P 
KKR's $17B USI Sale Unlocks Value: What Does it Mean for Investors?
KKR's $17B USI sale highlights how its Strategic Holdings plan can turn long-held investments into sizable gains and cash proceeds.
KKR 
Seagate's YTD Gains are Double the Industry: Is the Stock Still a Buy?
STX's AI-driven storage demand, HAMR advances and stronger cash flow fuel its rally, but elevated valuation and execution risks remain.
STX 
Is This the Right Time to Add CRL Stock to Your Portfolio?
Charles River's improving DSA demand and strategic investments support growth, but uneven recovery and NHP cost volatility remain key risks.
CRL 
Big Software Names Bounced Back in August. Can They Sustain Their Recent Rally?
August was a good month for tech stocks, especially software companies that had slumped earlier in the year.
CRM 
AMD vs. Alphabet: One Stock Could Be the Surprise AI Winner
AMD has already surged triple digits this year while Alphabet trades at a bargain valuation despite exploding cloud growth, and choosing between them now could define your AI portfolio returns through 2030.
AMD 
Allegiant Travel: Why The Sun Country Merger Makes It A Buy
Allegiant Travel Company is rated Buy with a $90 price target, leveraging the Sun Country acquisition for diversification and margin expansion. ALGT's unique low-utilization model, robust Amazon cargo contract, and $140M in expected cost savings underpin resilience against fuel and labor headwinds. Q2 saw industry-leading 9.2% operating margins, record revenue per seat, and strategic capacity cuts to protect profitability amid rising jet fuel and labor costs.
ALGT 
Dell stock falls before earnings: strong AI demand will not alone sustain 250% rally
Dell Technologies DELL shares fell over 4% on Tuesday ahead of the company's quarterly earnings report, as broader market weakness and rising bond yields weighed on technology stocks. Inflation concerns and elevated oil prices have pushed yields higher in the US and overseas, raising questions about whether the Federal Reserve could tighten monetary policy later this month.
DELL 
Ethena Pay Reveals How Avalanche Supports The Future Of Digital-Dollar Banking
Ethena Pay runs exclusively on Avalanche, combining USDe balances, transfers, payments and settlement behind a mobile interface designed to resemble conventional digital banking. Ethena has processed more than $30 billion through mint and redeem systems, while USDe is integrated across over 100 platforms and protocols.
