Stock Market & Financial News
BlackRock's Unbroken ETH Buying Spree Hits $1 Billion in Just 9 Days
BlackRock's publicly traded Ethereum ETF has quietly amassed more than $1 billion in the digital currency over the last 9 days.
Pound to New Zealand Dollar Week-Ahead Forecast: RBNZ Hike Could Pressure GBP
Pound-New Zealand Dollar could face further pressure if the RBNZ raises rates, while cautious BoE signals may leave Sterling vulnerable. The Pound New Zealand Dollar (GBP/NZD) exchange rate was volatile last week, with the pairing eventually sliding to a 12-week low.
Pound to Australian Dollar Week-Ahead Forecast: Can GBP Rebound from Two-Month Lows?
The Pound-Australian Dollar rate could rebound if Australian GDP stalls, although firm RBA rate hike expectations may keep the Aussie supported. Last week saw the Pound to Australian Dollar (GBP/AUD) exchange rate strike its worst levels since late June amid a notably hawkish uptick in Reserve Bank of Australia (RBA) interest rate hike.
ONEOK: Don't Chase The Price Or Yield And Forget Valuation (Downgrade)
ONEOK is downgraded to "Hold" as valuation limits clear double-digit annual total return potential despite strong fundamentals. OKE delivered record Q2 2026 results with 52.8% YoY revenue growth, robust NGL throughput, and raised 2026 EBITDA guidance to $8.35 billion. Growth is underpinned by data center-driven demand, new supply contracts, and a pipeline of expansion projects slated through 2028.
OKE 
Marvell: Why I'm Buying The Market's Fear
Marvell Technology shares crashed 10% post-Q2 earnings despite solid results and raised FY27/FY28 guidance. The crash is because, following a 163% YTD rally, the stock was priced for perfection with no room for slip-up, especially not management's guidance for softer margins. Gross margin compression, due to higher ASIC mix and competitive pricing, is a concern we share, but one which we think for now has been priced in.
MRVL 
COPX: The Copper Shortage Trade Has One Major Weakness
The Global X Copper Miners ETF (COPX) is rated Hold, with a 0% to 8% expected total return over 6–12 months. COPX's recent 23.39% monthly surge reflects tariff-driven copper scarcity in the U.S., but a global surplus projection tempers near-term optimism. Miners' earnings are improving on higher copper prices, yet COPX's elevated valuation and volatility limit its appeal for new entries.
COPX 
VIGI: Ex-US Dividend Aristocrats Are Sneaky Strong
Vanguard Intl Dividend Appreciation Index ETF (VIGI) maintains a buy rating, supported by favorable valuation, high-quality international holdings, and strong technicals. VIGI trades at 17.5x earnings with a 9.54% long-term EPS growth rate, yielding a PEG below 1.0x. Financials dominate VIGI's sector allocation at nearly 30%, with performance sensitive to global yield curves and credit spreads.
VIGI 
Warsh: “We have work to do” – Traders price in a September hike, Gold gets punched
Warsh: “We have work to do” – Traders price in a September hike, Gold gets punched
XRP Needs 45% Rally to Reach $2 as ETFs Add Record $110M Despite Price Drop
XRP trades near $1.38 as record ETF inflows clash with weakening momentum. The $1.55–$1.60 zone remains the key hurdle on the path toward $2.
Solana trenches revive as 313K tokens created in one week
The surge in token creation on Solana highlights the network's capacity for high-volume activity but raises concerns about sustainability and value. Solana trenches revive as 313K tokens created in one week.
Here's Why You Should Buy Genius Sports Despite Rising Leverage
Genius Sports posted a second strong quarter result, beating its own estimates for revenue and adjusted EBITDA. Revenue and adjusted Ebitda grew consistently over the past 54 years. Management has guided revenue to be around $1.005–$1.025 billion, while adjusted EBITDA to be in the 285–$295 million range. The company's balance sheet is a leveraged one now, due to the Legend buy-out.
GNS 
Third-party permissionless prediction pairs go live on Hyperliquid
Hyperliquid's HIP-4 is coming alive, with the first third-party deployers already competing to launch new permissionless prediction pairs.
MARA Holdings: One Foot In Bitcoin, One Foot In AI
MARA Holdings (MARA) has declined 48% since my last coverage, underperforming the benchmark's 14% gain. Despite recent volatility and revenue headwinds from Bitcoin, I maintain a Strong Buy rating due to MARA's ambitious growth plans. Management targets a 4.8 GW power portfolio by year-end and the $1.5B Long Ridge acquisition could drive a new revenue cycle.
MARA 
Shiba Inu Gives Back August Rally as 200-Day Average Rejects SHIB
Shiba Inu is testing key $0.000005 support as exchange inflows rise and derivatives activity cools despite a sharp increase in SHIB burns.
Dell or Palo Alto: Which Earnings Report Will Expose Overvaluation?
Dell and Palo Alto both report the same evening after doubling in price this year, but only one of these crowded trades holds up for a retirement portfolio when the numbers on valuation, volatility, and earnings history are stacked side
DELL 
Builders FirstSource: Weak Today, But The Bottom Is Near (Rating Upgrade)
Builders FirstSource is upgraded to 'buy' after a significant sell-off, with current valuation reflecting fully discounted bad news. BLDR's financials remain pressured by weak construction activity, margin compression, and elevated leverage following recent M&A and macro headwinds. Management has slashed revenue and EBITDA guidance, paused buybacks, and is prioritizing balance sheet integrity until leverage returns toward 2.5x.
BLDR 
USD/JPY Price Forecast: Faces selling pressure above 160.00
USD/JPY Price Forecast: Faces selling pressure above 160.00
Pons generates $950K in daily revenue, outpacing Jupiter and Axiom on the back of Robinhood Chain's token frenzy
Pons' rapid revenue growth highlights the volatile potential of DeFi platforms, raising questions about sustainability and market stability. Pons generates $950K in daily revenue, outpacing Jupiter and Axiom on the back of Robinhood Chain's token frenzy.
Pound Sterling Price News and Forecast: GBP/USD finds ground slightly below 20-day EMA
Pound Sterling Price News and Forecast: GBP/USD finds ground slightly below 20-day EMA
Pump.fun overtakes Hyperliquid in monthly revenue for first time since April 2025
Pump.fun's revenue surge highlights the evolving dynamics in DeFi, emphasizing the impact of strategic tokenomics on market positioning. Pump.fun overtakes Hyperliquid in monthly revenue for first time since April 2025.
Metaplanet CEO Declares Bitcoin Bottom Is In, Predicts Asia-Led Crypto Cycle
Metaplanet CEO Simon Gerovich believes Bitcoin's recent recovery could mark the end of its latest downturn.
Adobe to offer free access to AI tools in Saudi Arabia in $4 billion deal
Adobe said on Monday it has expanded its tie-up with Saudi Arabia's Ministry of Communications and Information Technology and Saudi government-backed AI firm Humain to provide citizens with 12 months of free access to its AI-powered tools.
ADBE 
Hewlett Packard Enterprise Q3: Margins Matter More Than AI Orders
Similar to Dell, I'm concerned the focus with Hewlett Packard Enterprise may be on margins, since the Street largely anticipated a beat and raise. HPE booked $1.8B of new AI orders in Q2 alone. I need that backlog to keep climbing, and I want to see a mix tilted toward enterprise and sovereign customers. HPE is guiding to at least $2B of cumulative AI-networking orders in FY26. I want that pipeline to convert without giving up the segment's 21.6% margin.
ETOLF 
Verastem: A Rare-Disease Launch Is Financing A KRAS G12D Platform
Verastem is evolving from a speculative biotech into a commercially validated precision oncology company, leveraging AVMAPKI FAKZYNJA revenue to fund KRAS G12D programs. VSTM's AVMAPKI FAKZYNJA launch demonstrates strong product-market fit, with $43.7M H1 2026 revenue and growing prescriber adoption in a rare disease market. The October 2026 VS-7375 data update is a pivotal catalyst; positive results could unlock multibillion-dollar KRAS G12D markets in pancreatic, lung, and colorectal cancer.
VSTM 
IREN Limited Keeps Falling: A Respected Ratings Agency Sees 185% Growth Anyway
A respected analyst just slapped a Street-high price target on a stock that cratered after reporting a $684 million loss, and the reasoning has Wall Street genuinely divided on whether this is the buying setup of the year or a
IREN 
Vistra Won't Stop Declining in 2026: Why Does This Prominent Wall Street Firm Expect 120% Returns?
Vistra has shed nearly 30% over the past year while one prominent Wall Street firm just slapped a target on it that implies triple-digit gains.
VST 
Michael Saylor's $13,400 Bitcoin floor exposes the exact order of losses inside Strategy's debt stack
The filed ratio moves with cash and claims, while MSTR dilution and legal priority shape real losses.
Gold holds near $4,450 as Fed rate-hike expectations keep buyers cautious
Gold holds near $4,450 as Fed rate-hike expectations keep buyers cautious
Michael Saylor unfazed as Bitcoin's rally faces fresh trouble – ‘We're back!'
Is Saylor planning to buy Bitcoin again, or is he setting a trap for investors?
$1,000 invested in Apple stock when Tim Cook began CEO reign is now worth
As Tim Cook prepares to step down as Apple's chief executive officer on September 1, ending a 15-year tenure, investors who backed Apple (NASDAQ: AAPL) when he took over have been richly rewarded.
AAPL 
