Stock Market & Financial News
Oracle Falls 4% as Bond Selloff Tests Its Debt-Funded AI Buildout, Nebius Slips
A global bond selloff that lifted the 10-year Treasury yield to a recent high is landing hardest on balance sheets carrying the heaviest debt-funded AI capital expenditure.
ORCL GoPro shares jump after $285M Starman Optical merger deal
GoPro Inc (NASDAQ:GPRO) said on Tuesday it has agreed to merge with optical-photonics company Starman Optical in a $285 million recapitalization deal that will see Starman acquire a 90% stake in the combined business. Under the terms of the deal, GoPro shareholders will receive about $1.14 per share in cash and retain roughly 10% of the combined company.
GPRO Viant Technology: A Decent Addition To A Concentrated Portfolio
Viant Technology Inc. is rated a Buy, with improving fundamentals and a favorable risk/reward profile despite an 80% share price decline since IPO. DSP's revenue grew at a 22% 3-year CAGR, with CTV spend now exceeding 50% of advertiser spend and driving sequential margin improvements. The company's strong cash position, minimal debt, and ongoing investments in AI and CTV position it for long-term profitability, though current margins remain thin.
CTV Will KBR's e-NG Contract Strengthen Its Clean Energy Growth?
KBR's Live Oak e-NG FEED award expands its low-carbon pipeline, adding exposure to hydrogen, synthetic fuels and decarbonization projects.
KBR 
Why are Intel and AMD stocks falling today
Intel and AMD stocks fell on Tuesday as US equities started September on a weaker note, with semiconductor shares among those facing renewed pressure. The S&P 500 declined 0.4%, while the Nasdaq Composite fell 0.8%.
INTC 
Bitcoin and Gold Outlook: Bitcoin broadly consolidates, Gold falls as US JOLTS Job Openings rise
Bitcoin and Gold Outlook: Bitcoin broadly consolidates, Gold falls as US JOLTS Job Openings rise
CoreWeave stock flashes a warning sign despite strong revenue growth
CoreWeave stock has pulled back in the past few weeks and is now hovering at its lowest level since August 3. CRWV dropped to $82, down by over 40% from the year-to-date high.
CRWV 
Dell Falls 4% Ahead of Earnings as Its 266% Rally Raises the Bar, Super Micro and Hewlett Packard Enterprise Slip
The setup into Dell Technologies‘ (NYSE:DELL | DELL Price Prediction) fiscal second-quarter results is unusually bullish, and the stock is falling anyway. That gap between an unusually strong setup and a red stock is the story.
DELL 
Why Is ISRG Investing More Aggressively in R&D Despite Macro Headwinds?
Intuitive Surgical is boosting R&D despite macro headwinds, targeting AI, robotics and new procedures to expand its market and drive long-term growth.
ISRG 
AVT Jumps 37.8% in 6 Months: Should You Buy, Sell or Hold the Stock?
Avnet's 37.8% six-month rally comes as AI demand, broad-based growth and stronger margins fuel its fiscal 2027 outlook.
AVT 
OKX adds 10 spot margin pairs in Europe as NEAR, ENA rally
OKX has added 10 USDC spot margin pairs for European customers, offering up to 10x leverage as NEAR and ENA gained 7.2% and 5.6%, respectively, over the past 24 hours. According to a Sept.
Hyperliquid Joins Bitcoin, XRP and Others in Nasdaq CME Crypto Index
The institutional landscape of the cryptocurrency market has reached an important milestone — Hyperliquid (HYPE) has officially joined the regulated Nasdaq CME Crypto Index alongside Bitcoin, XRP, and other leading digital assets.
4 Rare Disease Drugmakers With Strong Long-Term Growth Prospects
ALNY, BMRN, RARE and BBIO offer rare-disease growth potential through strong products, pipeline catalysts and high unmet medical needs.
ALNY 
NIKE's Inventory Cleanup: Short-Term Pain, Long-Term Gain Ahead?
NKE's inventory cleanup targets excess products and discounting, while new footwear and supply-chain actions aim to improve margins over time.
NKE 
Here's Why You Should Hold Charles River Stock in Your Portfolio Now
CRAI gains from strong advisory demand, a diverse client base and specialist talent, but rising costs and tight liquidity pose risks.
CRAI 
Rigetti Expands Quantum Footprint as 1,000-Qubit Roadmap Advances
RGTI expands its quantum footprint with new deployments, funding plans and a roadmap targeting 1,000-qubit systems over the next three years.
QMCO 
Is Rising Electrolyzer Demand a Long-Term Growth Catalyst for Plug Power?
PLUG's electrolyzer revenues hold steady at $54.1 million as major projects and rising green hydrogen demand support growth prospects.
PLUG 
BOK Financial's Revenue Growth Solid: What's Driving the Upside?
BOK Financial Corporation BOKF has been expanding its revenue base through growth in net interest income (NII) and diversified fee-income streams. The company's revenues witnessed a three-year (2022-2025) CAGR of 5.5% and increased 10.2% year over year in the first half of 2026.
BOKF 
Prediction: Microsoft Stock Will Double on This Date
Microsoft just posted record revenue and five straight earnings beats, yet the stock has barely moved in a year. Here is the scenario where that changes in a dramatic way before 2031.
MSFT 
‘Dawn of a new cycle' – Can Bitcoin ride leverage boom past $83K next?
But can Bitcoin break past the $83K and officially call it the end of the bear cycle?
CrowdStrike Falls 7% Despite $2 Billion Optiv Milestone, Palo Alto Drops 6%
Software stocks are selling off Tuesday morning even as the sector's flagship name uses its own conference stage to broadcast a milestone deal, a split that points to multiples rather than fundamentals as the driver.
CRWD 
5.2 Billion Non-Vote Transactions in August: Solana Achieves New ATH
August has proven to be the best performing month for many top cryptocurrencies, including Solana. Not only did the asset witness a notable price breakout during the month, it also crossed a major milestone in its network activity.
MMM Rides on Strong Safety & Industrial Segment: More Upside Ahead?
3M's Safety and Industrial segment posts 8.2% organic sales growth, with broad demand and productivity gains supporting 2026 growth.
MMM 
Implied Volatility Surging for Cardinal Infrastructure Stock Options
Investors need to pay close attention to CDNL stock based on the movements in the options market lately.
CDNL 
VFLO: Outstanding Returns And Appealing Fundamentals Lead To Buy Rating
VictoryShares Free Cash Flow ETF earns a "buy" rating due to its strong performance, attractive valuation, and robust growth metrics. VFLO's 13.20x forward P/E, double-digit EPS growth, and 24.38% free cash flow margins, and 7.75% FCF Yield, position it as a attractive GARP play versus many of its top-performing peers. Despite sector concentration in energy and technology, VFLO's low 0.81 beta and quality screens support resilience across market cycles.
VFLO 
Nio shares slide after revenue misses estimates despite narrower loss
NIO Inc (NYSE:NIO) shares fell after the Chinese electric vehicle maker posted second-quarter revenue that missed Wall Street expectations, even as the company narrowed its losses and pointed to improving margins. Revenue rose 69.1% year-over-year to RMB32.14 billion ($4.74 billion), falling short of the roughly $4.95 billion analysts had expected.
NIO 
Amazon Alexa can now alert you when something new might tempt you to shop
Amazon continues to experiment with how AI can be used to improve the shopping experience, resulting in Tuesday's launch of a new feature within its Alexa for Shopping AI assistant called “Update Me When.” This latest addition can send consumers personalized notifications when something new or relevant happens that could lead to a purchase.
AMZN 
Here's What Investors Must Know Ahead of Argan's Q2 Earnings Release
AGX's Q2 earnings outlook points to growth from data centers, infrastructure and industrial demand, despite project timing risks.
AGX 
Should NVIDIA Stock Be in Your Portfolio Post Solid Q2 Earnings?
NVDA's Q2 revenues double as Data Center demand surges, while strong Q3 guidance and Vera Rubin adoption support its long-term AI growth case.
NVDA 
