Stock Market & Financial News
SAP Got The Recovery I Expected (Rating Downgrade)
SAP is downgraded from strong buy to hold after a 36% rally in two months. Cloud revenue surged 24% and backlog 27%, with AI and cloud initiatives driving major deals. SAP's cloud gross margin remains robust at 74.6%, supporting overall profitability and solid free cash flow.
SAP Here's Why Investors Should Stay Neutral on MarketAxess Stock for Now
MKTX's international expansion, platform innovation and strong cash generation support growth, but U.S. credit weakness and valuation warrant caution.
MKTX KTOS Stock Falls 37% YTD: Can New Defense Awards Spark a Rebound?
Kratos Defense's new awards and strong earnings growth offer upside, but supply-chain pressures and a lower ROE cloud its investment outlook.
KTOS Is Generics Still a Quiet Profit Engine for Cardinal Health?
Cardinal Health's generic volumes, profitable brand-to-generic conversions and Red Oak program continue to support Pharma profits.
CAH 
State Street Real Return ETF (RLY) Touches New 52-Week High
State Street Multi-Asset Real Return ETF hits a 52-week high as inflation concerns, easing policy expectations and real assets support gains.
RLY 
Reasons to Retain Fresenius Medical Stock in Your Portfolio for Now
Fresenius Medical's improving profitability, 5008X rollout and value-based care gains offer support despite volume and reimbursement risks.
FMS 
QUBT Bets on Scale as Rising Costs Weigh on Profitability
Quantum Computing is betting on higher production volumes and scalable manufacturing as rising costs and gross losses weigh on profitability.
QUBT 
Shell Completes ARC Resources Deal to Drive Long-Term Growth
Shell's ARC Resources acquisition adds 370 kboe/d of production, expands its Montney footprint, and could boost growth and free cash flow.
SHEL 
EAT Surges 69% in 3 Months: Is the Stock Still Attractive?
Brinker International's 69% rally is backed by Chili???s traffic, menu innovation and stronger margins, while valuation remains reasonable.
EAT 
Campbell's (CPB) Lags Q4 Earnings and Revenue Estimates
Campbell's (CPB) came out with quarterly earnings of $0.39 per share, missing the Zacks Consensus Estimate of $0.4 per share. This compares to earnings of $0.62 per share a year ago.
CPB 
Gold price nears $4,500 as jobs data, Waller ease yield pressure - Kitco AM Report
Spot gold and silver prices are higher in early U.S. trading Thursday, as softer labor-market signals, a pullback in Treasury yields and a less-hawkish tone from Fed Governor Christopher Waller helped precious metals extend Wednesday's rebound.
AAAU 
Micron: This Isn't Peak Memory Yet
Micron Technology (MU) stays as a Buy as bullish memory upcycle and AI agentic workflows driven demand sustain robust growth prospects despite recent sector volatility. Highly strategic customer agreements, backed by $22B in take-or-pay commitments, provide earnings stability even if pricing normalizes. The market shouldn't ignore the nuances. AI agentic workflows and hyperscaler & AI neoclouds CapEx expansion create underappreciated long-term growth levers for MU, especially beyond FY2028.
MU 
Marvell Technology Knows Synopsys Is a Huge Threat
Marvell and Synopsys both profit from the AI chip boom, but one company is quietly handing hyperscalers the tools to cut the other out entirely. The tension between them reveals something uncomfortable about where custom silicon money actually flows.
SNPS 
AbbVie's blood cancer drug meets late-stage trial goals
AbbVie said on Thursday its drug for a type of blood cancer has met the main goals of a late-stage trial.
ABBV 
TTM Technologies: A Rare Opportunity To Exploit Investors' Fears; Buy
TTM Technologies makes products, mainly printed circuit boards (PCBs) and radio frequency gizmos, that seem as mundane as anything out there.
TTMI 
USD/JPY Slides Toward 155 as GPIF Speculation Fuels Yen Rally
What's happening: USD/JPY broke decisively through 157.99 to around 156, bringing the 155 area back into range, as Yen's rally gathers fresh momentum from speculation that Japan's roughly $2 trillion GPIF could raise its domestic bond allocation, on top of an already-hawkish BoJ repricing. At the same time, Brent climbed to an intraday high around $97.62, its strongest level in six weeks, as the US-Iran conflict shows signs of extending well beyond 2026.
NIO: Buy The Margin Turnaround, But Keep Expectations Real
NIO Inc. is rated buy as Q2 results show strong revenue growth, sharply improved margins, and positive operating cash flow. Q2 revenue rose 69.1% year-on-year to $4.74B, with vehicle deliveries up 49.4% and gross margin improving to 18.4%. NIO's multi-brand strategy (NIO, ONVO, and FIREFLY) diversifies risk and supports volume growth without diluting premium positioning.
NIO 
Bullish lists STX, enabling institutional trading for Bitcoin-native finance
Bullish's STX listing could accelerate institutional adoption of Bitcoin-native finance, potentially reshaping the digital asset landscape. Bullish lists STX, enabling institutional trading for Bitcoin-native finance.
BioHarvest Sciences plans Tel Aviv Stock Exchange dual listing
BioHarvest Sciences Inc (NASDAQ:BHST, FRA:8MV0) plans to pursue a dual listing of its ordinary shares on the Tel Aviv Stock Exchange (TASE), with trading expected to begin on September 8, 2026. The company, which is listed on the Nasdaq Capital Market, expects the TASE listing to provide investors in Israel with access to its shares.
BHST 
Deutsche Bank keeps JD Sports at hold as US weakness weighs on outlook
Deutsche Bank has maintained its hold rating on JD Sports Fashion PLC (LSE:JD., OTC:JDSPY), the sportswear retailer, with a 95p price target after weaker second-quarter sales.
JDSPY 
Sintana Energy welcomes TotalEnergies' completed entry into PEL 83
Sintana Energy Inc (TSX-V:SEI, OTCQB:SEUSF, FRA:3ZX1, AIM:SEI) said Thursday that TotalEnergies has completed its acquisition of a 40% operated interest in Petroleum Exploration Licence 83 (PEL 83) in Namibia's Orange Basin, home to the Mopane discoveries, in which Sintana holds an indirect stake. PEL 83 is now held by TotalEnergies as operator with 40%, Galp with 40%, NAMCOR with 10%, and Custos Energy (Pty) Ltd.
SEUSF 
VersaBank (VBNK) Misses Q3 Earnings and Revenue Estimates
VersaBank (VBNK) came out with quarterly earnings of $0.27 per share, missing the Zacks Consensus Estimate of $0.34 per share. This compares to earnings of $0.22 per share a year ago.
VBNK 
Victoria's Secret (VSXY) Q2 Earnings Surpass Estimates
Victoria's Secret (VSXY) came out with quarterly earnings of $0.95 per share, beating the Zacks Consensus Estimate of $0.78 per share. This compares to earnings of $0.33 per share a year ago.
VSXY 
Ciena (CIEN) Beats Q3 Earnings and Revenue Estimates
Ciena (CIEN) came out with quarterly earnings of $2.11 per share, beating the Zacks Consensus Estimate of $1.74 per share. This compares to earnings of $0.67 per share a year ago.
CIEN 
ASGI: A 12% Yield That's Living On Borrowed Time
I maintain a cautious stance on the abrdn Global Infrastructure Income Fund after its recent 10% price drop and dividend reduction. ASGI's 11.5% forward yield remains attractive, but its payout is highly dependent on capital gains rather than net investment income. Rising long-term yields and heavy AI-driven infrastructure exposure threaten ASGI's NAV growth and distribution sustainability.
ASGI 
Chainlink partners with Bottomline to enhance cross-border payments
The partnership could revolutionize global finance by reducing cross-border transaction times and costs, enhancing efficiency and interoperability. Chainlink partners with Bottomline to enhance cross-border payments.
Solana leads August app revenue with $143M, capturing 38% share
Solana's dominance in app revenue highlights its scalability and competitive edge, pressuring other blockchains to enhance performance and capacity. Solana leads August app revenue with $143M, capturing 38% share.
With the RSI at a Record Low, Is It Time to Go Bargain Hunting on Burlington?
Any investor looking for a bargain might have a natural home in Burlington Stores Inc. NYSE: BURL, the off-price retailer whose whole appeal rests on selling brand-name goods for less. There's a certain irony in the fact that its own shares have been selling off heavily in recent weeks, and are currently down more than 30% from the all-time high they set in July.
HNTIF 
Verizon's Dividend Is One of the Biggest in the S&P 500—But Is It Safe?
Verizon has raised its dividend for 20 straight years and yields nearly twice the S&P 500 average, yet $172 billion in debt and a fresh acquisition are now testing that streak in ways that adjusted earnings alone cannot explain.
VZ 
Alcon: A Re-Rating In Eyesight
Alcon is a structurally advantaged ophthalmology leader with a durable equipment-to-consumables model and strong recurring revenue streams. At $72, ALC trades at ~18x forward earnings, reflecting mid-teens EPS growth but pricing in neither margin expansion nor pipeline optionality. Management targets 25% core operating margin by FY2027E, with current core EPS guidance raised to +12–15% growth and significant capital returns underway.
ALC 
