Stock Market & Financial News
Apple's new CEO will be largely focused on product, says Perella Weinberg's Walter Isaacson
Walter Isaacson, Perella Weinberg Partners advisory partner, joins 'The Exchange' to discuss Apple's new CEO, what investors would like to see and much more.
AAPL American Airlines unveils premium seating on 777 jets in chase for luxe travelers
The airline is also phasing out first class on the aircraft, while increasing the number of business-class seats.
AAL Ondo urges US regulators to allow stock perpetuals
Ondo Finance has asked US regulators to bring perpetual futures tied to individual stocks onshore after its offshore platform recorded $8 billion in cumulative trading volume within roughly six weeks. Ondo Finance, in three Aug.
AST SpaceMobile stock soars 11% as this analyst starts coverage
AST SpaceMobile ASTS stock surged 11% on Wednesday after Berenberg Bank initiated coverage of the satellite connectivity company with a Buy rating and a $92 price target. The target implies roughly 65% upside from the stock's previous close.
ASTS 
VYM: Dividends And Diversification Doing Good Work In 2026
Vanguard High Dividend Yield Index Fund has outperformed SPY YTD, delivering a 16% total return with lower volatility. I reiterate a buy rating on VYM, citing compelling valuation at 16.1x P/E, strong technicals, and a diversified, high-quality portfolio. VYM's 2.22% yield, broad sector exposure, and low 0.04% expense ratio provide attractive risk-adjusted returns amid shifting factor leadership.
VYM 
Apple's New CEO Has Millions Riding on the Stock Beating the Market
Apple CEO John Ternus's $55 million equity award is largely tied to the company's stock performance relative to S&P 500 peers.
AAPL 
HQY Up 15.7% in 3 Months as HSA Growth Builds: Can the Rally Continue?
HealthEquity's 15.7% three-month rally is backed by rising HSA scale, stronger margins and higher guidance, though key risks remain.
HQY 
ZetaChain Onboards 250,000 Users On‑Chain While Building Private AI Memory Layer
ZetaChain surpassed 260,000 on-chain users through Anuma, its private AI memory layer, with more than 26,000 wallets created in a single week. Privy, a Stripe group company, provides the wallet infrastructure behind every Anuma account, ensuring self-custody without added complexity for the end user.
This Payroll Software Company Bought Back 20% of Its Shares and the Stock Has Nearly Doubled Since April
Paycom Software (NYSE:PAYC | PAYC Price Prediction) spent the first half of 2026 doing what most software companies stopped doing: buying its own stock while everyone else was selling.
PAYC 
Goldman Sachs sees gold price at $4,900/oz by year-end, but investors hedging through gold derivatives could drive it even higher
Gold prices will rise to $4,900 per ounce by the end of 2026 amid strong demand from central banks seeking to diversify their foreign currency reserves, while investors using gold derivatives to hedge may be making the yellow metal more volatile, according to Goldman Sachs Research.
AAAU 
3 Boring Stocks That Have Quietly Outlasted Every Bear Market of the Last 50 Years.
Boring works. Over a market cycle, essential-service businesses tend to keep selling toothpaste, chips, and industrial adhesives regardless of what the S&P 500 is doing on any given afternoon.
CL 
URNM: The Uranium Supply Crunch Is Far From Over
Sprott Uranium Miners ETF (URNM) offers concentrated, direct exposure to uranium miners and physical uranium, tracking the VettaFi Global Uranium Mining Index. I am bullish on URNM, rating it a Buy, driven by a persistent uranium contracting deficit, strong long-term pricing, and advancing major projects like Rook I and Phoenix. URNM's top 10 holdings comprise 78.4% of assets, amplifying both upside potential from uranium price strength and downside risk from sector volatility.
URNM 
Bitcoin Hashrate Enters First Bear Market as AI Pulls Miners Away
Twenty One Capital CEO Rapha Zagury says bitcoin is experiencing its first sustained bear market in network hashrate. The shift could reshape mining economics as operators increasingly compete with artificial intelligence (AI) and high-performance computing for power and infrastructure.
Is Ares Management on Track to Hit Its $750B AUM Target by 2028?
ARES is progressing well to reach its $750 billion 2028 AUM target, backed by strong fundraising and rising fee-paying assets.
TRCK 
MongoDB Beat Every Estimate and Raised Guidance, Then Lost 13.6% in a Single Session
Beat and Raise, Then a 13.6% Gut Punch MongoDB (NASDAQ: MDB | MDB Price Prediction) delivered a textbook beat-and-raise after the close on September 1, 2026, then watched shares fall 9.
MDB 
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 
