Stock Market & Financial News
Treasury's ramped-up bond buybacks soften the U.S. dollar and boost the gold price – Julius Baer
The Treasury Department's doubling of planned U.S. debt buybacks has intensified debate about bond market intervention and has revived the USD debasement trade, with gold and silver benefiting from a renewed focus on the fiscal position of the United States, according to analysts at Julius Baer.
AAAU Marvell Technology: Greater Clarity Does Not Impress
Marvell Technology, Inc.'s shares dropped 10% post earnings as ambiguity around the Alphabet/Google deal tempered investor enthusiasm despite strong data center-driven growth. Q2 sales grew 37% to $2.74B, with Q3 guidance at $3.15B and 50% YoY growth expected, but valuation has expanded to 20x sales at recent peaks. The Google agreement could drive up to $20B in annual product sales, yet guidance implies a more modest $6B incremental revenue, disappointing some expectations.
MRVL VGT's $58 Billion AI Chip Concentration Could Derail Your 2027 Returns
VGT carries 324 holdings, but a closer look at its semiconductor sleeve reveals a fund that behaves nothing like the diversified tech vehicle most investors think they own, and the stakes heading into 2027 are far higher than the label
VGT FTC accuses Amazon of running a ‘secret ad surcharge scheme' in new lawsuit
Amazon is facing a new lawsuit from the Federal Trade Commission (FTC) and 22 states, which accuse the company of secretly charging businesses more for advertising on its platform.
FTC 
Michael Saylor's Strategy Resumes Bitcoin Purchases, Adding $370,000,000 Worth of BTC
The Bitcoin treasury firm Strategy (MSTR) is buying BTC again. Strategy accumulated 4,603 Bitcoin at an average purchase price of $80,318 per BTC, spending a total of $370 million. It's the firm's first BTC purchase since June 22nd, following two weeks where the firm didn't add or sell any Bitcoin.
Solana validators approve doubling of disinflation rate, cutting supply faster
Accelerated disinflation in Solana could enhance token value but may reduce staking yields, impacting validator incentives and network dynamics. Solana validators approve doubling of disinflation rate, cutting supply faster.
3 Earnings Winners Setting Up for Another Leg Higher
Okta, Gartner and Salesforce all crushed earnings, demonstrating strong business, and now stock price momentum.
WNRS 
Micron: Hyperscalers Bought The Fab, Bears Bought Fairy Tales
Micron Technology, Inc. earns a Buy rating as hyperscalers front billions via SCAs, locking in capacity and insulating FCF from cyclical downturns. MU's shift to a quasi-SaaS toll-collector model, driven by agentic AI KV-cache demands and HBM wafer trade ratios, supports sustained high margins. Material risks include CXMT-driven supply shocks, algorithmic memory deflation, and hardware substitution that could compress multiples and margins post-2027.
MU 
Solana fees hit record as validators double pace of inflation cuts
Less new supply of SOL will reach the market every year, which also means validators will earn less for the same amount of work.
Ex-BlackRock employee sues for $12M in case that could unveil firm's secretive pay structure
A former employee in BlackRock's Long Term Private Capital fund is accusing the firm of failing to pay a single cent of the carried interest it promised him, according to court documents.
BLK 
Marvell: Why I Think The Stock Is Ready For Another Leg Higher (Rating Upgrade)
Marvell Technology, Inc. is upgraded to Strong Buy after a 28% pullback, with valuation now seen as attractive. MRVL has delivered four consecutive double-beat quarters, reinforcing confidence in its AI-driven growth trajectory. Despite a 33x forward P/E, MRVL trades at a 7% PEG discount to peers while posting 31% revenue growth—2.4x the sector median.
MRVL 
Hyperliquid Targets Regulated U.S. Perpetual Futures Access
Hyperliquid could bring perpetual futures to U.S. traders through Payward and Bitnomial, pending final regulatory approval.
Balancer V1 Exploit Exposes Rounding Risks Across Dormant DeFi Forks
An attacker exploited a Balancer V1 pool, causing around $234,000 in losses through a rounding flaw after compressing WBTC reserves. It underscores the risks in other immutable Balancer V1 pools that still use the legacy joins and exits computations.
Don't Double Down On VICI Properties: The Dealer Has Blackjack
VICI Properties receives a Sell (D+) rating due to an unfavorable cost of capital versus acquisition yields and limited per-share growth prospects. VICI's weighted average cost of capital is now 8%, while recent acquisitions yield only 7.5%, resulting in value destruction on new deals. Organic rent escalators average just 2.2–2.5% annually, insufficient to offset rising interest costs from refinancing $17B+ in debt.
VICI 
Xanadu Targets Fault-Tolerant Quantum Computing by 2029, 1,000 Logical Qubits by 2031
Xanadu Quantum Technologies Limited Class B Subordinate Voting Shares NASDAQ: XNDU outlined a technology roadmap targeting fault-tolerant quantum computing in 2028-2029, construction of a quantum data center beginning around 2029-2030, and more than 1,000 logical qubits by 2031.
QMCO 
QUBT vs. QBTS: Which Quantum Stock Should You Buy or Sell Now?
QUBT and QBTS both face post-earnings weakness, but stronger revenue growth, liquidity and lower valuation give QUBT an edge.
QUBT 
3 Top Breakout Stocks to Buy Now for Explosive Upside
AMC Global Media, Clarus and Lifetime Brands stand out as potential breakout stocks as investors seek strength ahead of September.
AMCX 
Mantle crypto: How MNT's 10% rally could push price toward $0.59
MNT broke above $0.5416 as volume, whale activity, and bullish positioning strengthen the chances for a potential rally to $0.5928.
Walmart Settled One of Its Ugliest Lawsuits for 0.4% of Six-Month Profit
The Justice Department once threatened Walmart's pharmacies with billions in civil penalties over opioid prescriptions. What prosecutors actually walked away with tells a very different story about who held the leverage.
WMT 
OpenSea Adds Solana NFTs as Market Competition Shifts
Solana NFT trading returns to OpenSea as the platform expands OS2 support and targets a broader role across NFTs and fungible tokens.
Marvell: Market's Myopia On Alphabet Deal's Potential Is Baffling
Marvell Technology, Inc. is navigating a lack of conviction post-earnings even as its multi-year Google partnership signals a transformative revenue opportunity beyond its Amazon relationship. MRVL's valuation has reset from 70x to 40x forward earnings, reflecting high perceived execution risks and market skepticism on deal accretion timing. Yet, MRVL's expanding AI and data center exposure, including custom chips and XPU attach, positions it to challenge Broadcom's dominance in custom accelerators.
GOOG 
FTC and 22 States Sue Amazon Over Advertising Practices
Regulators say the e-commerce giant forced millions of advertisers to pay more than they should have. The company denies the claims.
FTC 
Burlington Shrinks Clothing Prices Following $55 Million Tariff Refund
Off-price clothing retailer Burlington is the latest company using tariff refunds to reduce prices. “It feels like the right thing to do for our customers,” CEO Michael O'Sullivan said on the company's earnings call last week.
BURL 
Protagonist Therapeutics, Inc. (PTGX) Discusses FDA Approval of Mimrylo for Erythrocytosis in Polycythemia Vera Transcript
Protagonist Therapeutics, Inc. (PTGX) Discusses FDA Approval of Mimrylo for Erythrocytosis in Polycythemia Vera Transcript
PTGX 
Bitcoin gains 24% as CryptoSlate price prediction model maps a volatile September
The median forecast points to $81,319 by Sep. 29, with $80,000 resistance and a break in ETF inflows testing the rally.
How Nvidia Tried to Profit Twice From Every Chip Sale—and Why It Backfired
Nvidia announced a program to collect revenue on the same chip twice, once at sale and again through ongoing cloud profits, then paused it weeks later after internal warnings about antitrust exposure.
NVDA 
Nvidia: Analyzing Its Datacenter Customers In A Changing Environment
Nvidia Corporation remains a Buy as hyperscaler and NeoCloud demand drives robust growth and profitability. NVDA's valuation has declined to a 28x PE, yet earnings and margins remain strong with Q2 FY27 net income up 126% YoY. Capex growth from hyperscalers is a key driver; any slowdown or ROI deterioration poses a risk to NVDA's outlook.
NVDA 
Mexican Peso appreciates as USD/MXN dives on USD weakness
Mexican Peso appreciates as USD/MXN dives on USD weakness
Bombshell suit claims Amazon cheated advertisers out of billions by secretly manipulating ad prices
"Since 2019, Amazon.com has secretly and systematically overcharged its approximately 1.2 million advertising customers by manipulating the “auctions” that it uses to set the price of ads on its platform," according to the lawsuit.
AMZN 
