Stock Market & Financial News
Dell shares jump as Wall Street lifts price targets on AI server demand
Shares of Dell Technologies Inc (NASDAQ:DELL) climbed more than 10% Wednesday after the company posted broad-based earnings strength and raised its full-year guidance well above expectations, driven by surging demand for AI servers. Fiscal second-quarter revenue was $47 billion, up 58% year over year, beating the $46 billion consensus estimate.
DELL Palo Alto stock tumbles 10% as analysts call selloff a buying opportunity
Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) shares fell 10% Wednesday even after the cybersecurity company beat expectations across key fourth-quarter metrics and issued fiscal 2027 guidance above Street estimates. The company reported next-generation security (NGS) annual recurring revenue of $9.1 billion, up 63% year-over-year, topping the Street's $8.86 billion estimate and including nearly $1 billion in net new ARR.
PANW Purepoint CEO: Uranium's big cycle has yet to start
The uranium market is sending investors a confusing signal: the price of the commodity is rising, yet uranium equities continue to struggle. In this op-ed, Purepoint Uranium Group Inc (TSX-V:PTU, OTCQX:PTUUF, FRA:P5X0) CEO Chris Frostad argues that the disconnect reflects a contracting cycle that has been repeatedly anticipated but has yet to arrive in force.
PTUUF Wyoming adds Chainlink reserve verification to state-issued stable token
Wyoming is using Chainlink to bring near-real-time reserve verification onchain for FRNT as the oracle provider expands its footprint across tokenized financial markets.
Arbitrum Foundation reports 478M transactions in H1 2026 as ecosystem GDP hits $206M
Arbitrum's rapid transaction growth and economic expansion highlight its increasing influence in blockchain infrastructure and real-world asset tokenization. Arbitrum Foundation reports 478M transactions in H1 2026 as ecosystem GDP hits $206M.
GitLab Q2 Earnings Beat on Revenue Growth and Sales Productivity
GTLB's fiscal Q2 revenues increase 21.3% as customer expansion, sales productivity, and AI product traction support growth.
GTLB 
Should You Hold on to RDDT Stock Despite Its 15% Dip in Three Months?
Reddit's 15% slide reflects search traffic volatility and valuation concerns, even as ad revenues, users, and ARPU continue to grow.
RDDT 
GrafTech: A Call Option With A Catalyst
GrafTech International is a deep-value turnaround play, currently trading at distressed levels despite robust underlying asset value and strategic insider accumulation. EAF's aggressive cost reductions, Monterrey facility closure, and $253M liquidity with no debt maturities until 2029 position it for cyclical recovery upside. Major competitors Graphite India and HEG have acquired nearly 20% combined in EAF, signaling confidence in EAF's undervalued assets and potential for industry consolidation.
EAF 
RYAAY August Traffic Remains Flat Sequentially, FY27 Traffic View Down
Ryanair's August traffic rose 6% year over year but stayed flat sequentially, while its fiscal 2027 traffic forecast was reduced to 214 million passengers.
RYAAY 
Fidelity Bitcoin ETF loses $43.7M as total outflows reach $236.5M
Fidelity's Bitcoin fund opened September with a $43.7 million withdrawal, while BlackRock accounted for most of the day's ETF outflows.
Is Bitcoin About to Flash Crash? What a 'Bart Simpson' Pattern Would Actually Take
Bitcoin traders are calling August's spike-and-fade a Bart Simpson hairline. Here's what separates an actual flash crash from an ordinary correction.
Musk's $30 Trillion AI Forecast Hinges on a Timeline Even NVIDIA Says Is Unrealistic
Elon Musk told G20 leaders that AI and robotics will add up to $30 trillion a year to the global economy, naming a specific deadline.
NVDA 
Strait of Hormuz Will Be a “Worthless Piece of Water” in Two Years. Why Oil Just Crossed $90/Barrel Anways
Treasury Secretary Scott Bessent, speaking at the G20 finance chiefs meeting, offered a two-year forecast in which he predicted the Strait of Hormuz would stop mattering to global oil. Meanwhile, Bloomberg's Jon Herskovitz described how a fresh round of U.S.-Iran strikes is happening now.
BNO 
Amazon Adds Alexa Scam Protection as Consumer Fraud Losses Rise
Amazon announced Wednesday (Sept. 2) that it is giving consumers a new way to fight back against one of scammers' most effective weapons, impersonation.
AMZN 
Shell to acquire stake in BP-operated Conifer prospect in Gulf of Mexico
Shell Offshore, a subsidiary of British oil and gas major Shell , said on Wednesday it would acquire a 30% stake in the BP-operated Conifer exploration prospect in the Gulf of Mexico.
SHEL 
Is Ralph Lauren's AI Strategy Enhancing Customer Experience?
RL invests in AI, analytics and digital capabilities to improve customer experiences, brand discovery and operating efficiency.
RL 
Acorn vs. Powerfleet: Which IoT Stock Is the Smarter Buy Right Now?
ACFN and AIOT ride on different IoT growth drivers, but which stock looks more compelling now? Let's dive in.
ACFN 
Trio-Tech Stock Jumps Nearly 122% in 6 Months: What's Behind the Rally?
TRT's AI- and EV-driven testing momentum, follow-on BIB orders and added Malaysia capacity support growth, while a weaker revenue mix pressures margins.
TRT 
Bitcoin downside looks limited above $76,350: Bitfinex analysts
Bitcoin has held between $76,500 and $79,500 for five trading days as its $76,350 active-investor cost basis has absorbed selling after a 24.9% August gain. Bitfinex analysts said in a Sept.
Home Depot vs. Lowe's: One Dividend Looks Much Stronger Under the Hood
Home Depot and Lowe's both just paid shareholders, but the headline yield on one of them masks a coverage story that points in a very uncomfortable direction for income investors counting on future raises.
HD 
Solana's Transaction V1 goes live on testnet, tripling max transaction size
Solana's expanded transaction capacity could significantly enhance scalability, enabling more complex applications and improving developer efficiency. Solana's Transaction V1 goes live on testnet, tripling max transaction size.
Daktronics, Inc. (DAKT) Q1 2027 Earnings Call Transcript
Daktronics, Inc. (DAKT) Q1 2027 Earnings Call Transcript
DAKT 
2 Furniture Stocks to Buy on Industry's Digital Transformation Trends
Furniture industry players like FLXS and BSET are evolving with digital innovation, e-commerce growth and rising demand for multifunctional furniture amid uncertainties.
BSET 
Cramer Says This Software Giant Is Fighting a Takeover With a $4 Billion Buyback
Workday (NASDAQ:WDAY | WDAY Price Prediction) stock still carries a takeover premium from reported Silver Lake acquisition talks, and the company's own recent moves read like a business arguing it doesn't need a buyer.
WDAY 
Sprinklr: Failing To Build Any Traction Around AI
Sprinklr, Inc. continues to exhibit decelerating growth rates and uninspiring AI-driven momentum, despite a sector-wide software rebound. CXM's subscription revenue growth is slowing, and backlog growth lags peers, signaling weak customer commitment and limited future revenue visibility. Gross margin compression and increased AI-related costs are undermining profitability, with little evidence of incremental revenue from new features.
CXM 
Strategy CEO Phong Le says the company won't sell Bitcoin in the current bull market
Strategy Inc.'s decision to hold Bitcoin during the bull market signals strong institutional confidence, influencing broader market perceptions. Strategy CEO Phong Le says the company won't sell Bitcoin in the current bull market.
Injective Halts Block Production For Hours During Significant $4.9M Hack Response
Injective halted block production for nearly four hours after an exploit was detected that compromised native modules of the protocol. On-chain researchers estimate that around $4.9M were transferred to Ethereum during the attack and remain in the wallet linked to the attacker.
Bitfinex Sees Bitcoin Sitting Above True Market Mean In Narrow Five‑Day Range
Bitcoin remains above Bitfinex's True Market Mean near $76,350 after five sessions of tight trading. August delivered a 24.9% monthly gain, while Strategy purchased 4,603 BTC for $369.7 million.
Lucid's CEO Promised a $1.4 Billion Turnaround, Then This Happened
Lucid Group (NASDAQ:LCID | LCID Price Prediction) stock trades at $4.81 midday, while the average analyst price target sits at $8.11. That gap implies upside of more than 70%.
LCID 
Uber to cut thousands of jobs in sweeping restructuring effort
The ride-hailing giant's CEO said Uber is cutting management layers, consolidating teams and requiring most remote workers to relocate to key office hubs.
UBER 
