Stock Market & Financial News
Cramer Says Nvidia at 23 Times Earnings Needs a Half Trillion Dollar Buyback
Jim Cramer wants Nvidia to announce the largest share repurchase in corporate history, and his valuation argument is harder to dismiss than his collateral logic deserves to be.
NVDA RITM: A 10% Yield Built For Higher Rates
Rithm Capital (RITM) offers a 10% dividend yield, well-covered by earnings, making it compelling for income-focused investors in a high-rate environment. RITM's diversified business model, driven by servicing, residential transitional lending, and investment portfolio segments, differentiates it from traditional mREITs. Elevated interest rates enhance the value of RITM's mortgage servicing rights, but commercial real estate exposure and earnings volatility remain notable risks.
RITM Blackrock Leads $236M Bitcoin ETF Exit as XRP Funds Gain $14M
Crypto ETF flows diverged sharply on Tuesday, with bitcoin funds posting $236.46 million in net outflows while ether, XRP, solana, and HYPE products added fresh capital. Ether ETFs extended their inflow streak to 12 straight trading days.
BUI: A 6.9% Yield At NAV After Abandoning Covered Calls
BlackRock Utilities, Infrastructure & Power Opportunities Trust is rated a Buy at current prices due to improved strategy and valuation. BUI eliminated its covered-call option strategy, leading to a 17.2% NAV return in H1 2026, outperforming its benchmark. The fund raised its monthly distribution by 13.2% to $0.154/share (6.9% yield), now trading around NAV after a rights offering.
BUI 
Mass layoffs at California-based Uber as thousands of jobs wiped out — and it's bad news for Gen Z
California-based Uber has announced a major organizational restructuring revealing plans to eliminate 10% of its global workforce, impacting approximately 3,300 employees.
UBER 
Uber to cut 3,300 jobs in overhaul targeting "autonomous future"
Uber Technologies Inc (NYSE:UBER, XETRA:UT8) is cutting about 3,300 jobs, or roughly 10% of its global workforce, as part of a restructuring aimed at reducing management layers and shifting spending toward its core ride-hailing, delivery and robotaxi businesses. CEO Dara Khosrowshahi outlined the changes in an email to staff, saying the moves are meant to make the company "simpler and faster.
UBER 
Bitcoin accumulation gets hot again as treasury firms ride bull wave
Corporate Bitcoin buyers moved in unison this week, with firms across Japan, France, and the UK acquiring more Bitcoins. Some have restarted stalled programs, while others have gone as far as offloading other tokens in their treasury to concentrate on Bitcoin.
Is Schwab a Buy as Product Diversification Unlocks Next Growth Phase?
Can SCHW's expansion into wealth management, banking, lending and crypto deepen client relationships and drive the next phase of growth? Let's find out.
SCHW 
DK Stock Rallies 59.5% in 3 Months: Is There More Upside Ahead?
DK enters second-half 2026 with stronger refining profits, no planned turnarounds and EOP gains boosting cash-flow potential.
DK 
ADP Brings +38K Private-Sector Jobs in August
Only +38K new private-sector jobs were filled for August -- below the +47K anticipated and the unrevised +44K from the prior month.
ADP 
PANW Q4 Earnings Beat Estimates on Platformization Strength
Palo Alto Networks' Q4 earnings beat estimates as revenues rise 34%, fueled by broad platform growth, record adoption and a 63% jump in NGS ARR.
PANW 
Can Flavors Keep Driving Archer Daniels' Human Nutrition Growth?
ADM's Flavors business is driving Human Nutrition growth as strong beverage demand, Asia Pacific gains and innovation lift profits.
ADM 
Will RF's Revenue Growth Trend Gain Further Momentum in 2026?
Regions Financial's revenue growth is poised to accelerate in 2026, fueled by stronger NII, loan expansion and a growing fee-income base.
RF 
Major Banks Make a Move Into Stablecoins: What Should Investors Watch?
The stablecoin market could be headed for a major competitive shake-up as some of the world's largest financial institutions move beyond experimentation and prepare to compete directly for blockchain-based payments and liquidity.
BAC 
Bitcoin decouples from NASDAQ, aligns more with gold
Bitcoin's alignment with gold amid fiscal concerns suggests its evolving role as a hedge, potentially expanding its institutional appeal. Bitcoin decouples from NASDAQ, aligns more with gold.
A Wall Street Leader Emptied Its XRP Stack; Then Bought The Dip.
This Wall Street behemoth initially dumped XRP at a near-top cycle level, then waited to buy it back at $1.
Procter & Gamble Fabric & Home Care Trends Mixed: Is Growth Ahead?
PG's Fabric & Home Care shows mixed trends as U.S. Fabric Care improves, Home Care slips and innovation lifts growth in Tide.
PG 
Is AI-Powered Infrastructure Turning MasTec Into a Bigger Winner?
MTZ's record backlog and AI-linked demand are powering growth, with a raised 2026 outlook and expanding data-center capabilities.
MTZ 
5 Undervalued Stocks Based on Price-to-Sales Worth a Closer Look
Low price-to-sales stocks may offer value when backed by profitability, financial strength and momentum. PRAA, M, PARR, APLE and PBF stand out on these measures.
APLE 
SharkNinja's Category Strength Fuels Growth Across Product Portfolio
SN's broad category growth, led by cooking, beauty and core franchises, supports a higher fiscal 2026 sales outlook and continued innovation.
SN 
Is AngloGold Ashanti Set for Strong EBITDA Growth in H2'26?
AU's higher gold prices and stronger H2 production outlook could drive EBITDA growth in 2026.
AU 
Is Antamina Set to Boost Wheaton Precious Metals' Production?
WPM's Antamina stream deal and rising production could help drive higher output toward its long-term growth targets.
WPM 
AZN Stock Down 20% in 6 Months: How to Play After Pipeline Setbacks
AstraZeneca's pipeline setbacks weigh on the stock, but blockbuster drugs, oncology growth and a strong launch pipeline offer reasons to stay invested.
AZN 
ACHR Rallies 14.9% in a Month: Should You Buy, Sell or Hold the Stock?
Archer Aviation gains 14.9% in a month as commercialization, vertiport expansion and partnerships advance, but losses and execution risks remain.
ACHR 
California Resources Completes $63M Acquisition of Crimson Midstream
CRC's $63 million Crimson acquisition expands its California pipeline network, boosting transport flexibility while opening potential CO2 infrastructure options.
CRC 
RSG Stock Rises 10% in 3 Months: Here's What You Should Know
Republic Services leans on pricing, acquisitions and AI-driven efficiency to expand margins and support long-term growth.
RSG 
Two Thai Businessmen Sue Tether Over $42.4M USDT Freeze as Issuer Calls Case ‘Baseless'
Thai plaintiffs challenge Tether's $42.4 million USDT freeze, which appears connected to an HSI investigation into pig-butchering fraud proceeds.
Following US Strikes on Iran, Bitcoin Drops Below $77,000
Bitcoin falls below $77,000 as U.S. strikes on Iran send oil soaring to $93. A surprising decoupling with gold emerges, revealing BTC's fragility to geopolitical shocks.
Ecora Resources H1 Earnings Call Highlights
Ecora Resources LON: ECOR reported a strong first half of 2026, driven by growth in its base-metals portfolio, higher commodity prices and continued ramp-ups at key operating assets.
ECRAF 
Broadstone Net Lease: The Dilution Looks Worse Than The Economics
Broadstone Net Lease is rated Buy, supported by a 13.3x forward AFFO and 5.6% yield, with a credible development-driven growth story. BNL's $249.7M forward equity offering aligns with $46M ABR growth already contracted through 2027, minimizing dilution risk and supporting AFFO/share. The Colorado development offers superior economics, starting at an 8.5% yield, and will become BNL's largest tenant by ABR, enhancing portfolio quality.
BNL 
