Stock Market & Financial News
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 
DLocal Is Testing the Breakout Level That Could Change Its Stock Story
Some of the more intriguing setups in the market right now are the ones quietly building bases, well away from the headlines dominated by AI and mega-cap technology.
DLO 
Small Cap Yes, But Only Those That Generate Cash: The SFLO Case
VictoryShares Small Cap Free Cash Flow ETF (SFLO) continues to outperform, driven by its targeted selection of profitable small caps with strong free cash flow yields. SFLO seems to trade at a valuation discount, NTM P/E of 9.42x versus the small cap category average of 13.7x. The ETF's methodology, emphasizing enterprise value and excluding highly leveraged firms, mitigates (in my opinion) rate risk.
SFLO 
Bitcoin Holds $78K As Strait Of Hormuz Strike Lifts Oil Above $90
Bitcoin held near the $78,000 area as geopolitical tension around the Strait of Hormuz pushed Brent crude above $90, giving traders another macro-risk event to price across energy, inflation, and risk assets. The move followed a CENTCOM statement on the escalation, while oil markets reacted to the risk of disruption around one of the world's most important energy chokepoints.
SLB to Buy Data Center Cooling Firm Kelvion for $4.1 Billion
The oil drilling and production company agreed to acquire thermal management company Kelvion for $4.1 billion in a bid to strengthen its growing data center business.
SLB 
Cronos Shuts Down Blockchain Following Massive $75M Attack On Tectonic Platform
Attack Mechanics: TONIC's thin liquidity allowed an attacker to inflate its price 100‑fold, deposit it into Tectonic, and borrow real assets, triggering an estimated $75 million loss. Cronos Shutdown: Cronos halted its blockchain to contain the exploit, freezing all user positions and preventing most stolen funds from leaving the network.
Legacy Housing: Strong Macro Drivers For Manufactured Homes
Legacy Housing is rated buy, trading at a 10.7x forward P/E, a 57% discount to peers despite a 45% YTD share price increase. LEGH's 2Q26 earnings were robust, with revenue up 32% and net income up 60% YoY, driven by surging workforce housing demand. Workforce housing now comprises 38% of product sales, benefiting from secular trends in data center buildouts and supportive government policy.
LEGH 
Here's 1 metric on U.S. debt that makes bitcoin's bull case look stronger than ever
Much has recently been said about the burgeoning U.S. federal debt and how it's bullish for hard assets such as bitcoin BTC$78,542.02 and gold. The problem looks more severe once that debt is weighed against gross domestic product (GDP) and then compared against other nations'.
Newmark Group: Real Estate Sector Recovery And Q2 Growth Underpin The Bull Case
Newmark Group is rated a buy, supported by strong Q2 results, positive earnings guidance, and a capital-light business model. NMRK benefits from a rebound in office demand, record leasing fees, and sustained top- and bottom-line growth, with FY26 EPS guidance of +15–22% YoY. Despite elevated D/E ratio and mixed credit ratings, Fitch affirms investment-grade status, and the dividend payout ratio has improved, supporting a lower-risk income profile.
NMRK 
Lilly to Buy This Autoimmune Drugmaker for $2.9 Billion in Cash. What It Means for the Stock.
Eli Lilly agrees to acquire Merida Biosciences, the developer of autoimmune drugs, marking the latest move to bolster its portfolio through strategic acquisitions.
LLY 
Hyperliquid, Pump.fun account for nearly 90% of record $638M crypto buybacks: FT
Crypto projects spent a record $638 million on token buybacks so far in 2026, as more protocols are turning their revenue into buybacks to return more value to token holders.
Float Protocol hit by $28K flash loan attack through Uniswap V3 manipulation
Float Protocol has lost about $28,000, or 10.71 ETH, after an attacker used a flash loan to manipulate a Uniswap V3 spot price and exploit how its Hypervisor contracts calculated liquidity provider share values. SlowMist said on Aug.
Should You Invest in the Invesco AI and Next Gen Software ETF (IGPT)?
Designed to provide broad exposure to the Technology - Software segment of the equity market, the Invesco AI and Next Gen Software ETF (IGPT) is a passively managed exchange traded fund launched on June 23, 2005.
IGPT 
Should Schwab Fundamental U.S. Small Company ETF (FNDA) Be on Your Investing Radar?
Launched on August 13, 2013, the Schwab Fundamental U.S. Small Company ETF (FNDA) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market.
FNDA 
Is Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) a Strong ETF Right Now?
The Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) was launched on 12/28/2015, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Large Cap Value category of the market.
LVHD 
