Stock Market & Financial News
Sundar Pichai Promised a Gemini Flagship in June, and Alphabet Is on Its Worst Streak Since 2015
Alphabet's cadence problem finally has a price tag. CEO Sundar Pichai said Gemini 3.5 Pro would arrive in June, but it still hadn't shipped as of September 2, 2026.
GOOG Daktronics: The Rally Has Matured, But There's Still Upside Ahead
Daktronics, Inc. is executing a strong operational turnaround, with margins and cash flow significantly improved and a Buy rating reaffirmed. DAKT posted Q1 revenue of $234.6M (+7.1% YoY), an operating margin of 10.6%, and EPS up 21.2% to $0.40, signaling sustainable financial progress. Management targets 7–10% annual revenue growth, 10–12% operating margins, and 17–20% ROIC by fiscal 2028, with a strategic push into software and services.
DAKT Alphabet's Secret AI Advantage
Alphabet leads the AI infrastructure race with innovations in power efficiency, optical switching, and hardware co-design, as highlighted at SEMICON Taiwan. GOOGL's 1.09 PUE provides a structural cost advantage over most peers, though hyperscalers like Meta and Microsoft are close. Proprietary Apollo optical switches and aggressive TPU cadence set GOOGL apart, compounding its hardware and operational edge.
GOOG Tesla teases driverless Cybercabs with ‘no steering wheel, no pedals' ahead of secretive Austin event
Tesla shared a tantalizing tidbit ahead of an Austin, Tex., event in which the automaker is expected to provide new details about driverless Cybercabs.
TSLA 
Can RXRX's Pipeline Expansion Strengthen Its Long-Term Growth Outlook?
Recursion Pharmaceuticals is expanding its clinical pipeline across oncology and rare diseases, with REC-4881 and multiple programs offering potential growth catalysts.
RXRX 
How Can Healthcare Inflation Fuel Growth for MRSH, UNH & CNC?
Rising employer healthcare costs could boost Marsh's consulting demand and create growth avenues for UnitedHealth and Centene through cost-control solutions.
UNH 
Will Credo's Neocloud Expansion Broaden Its AEC Growth Runway?
CRDO's AEC growth runway is widening as hyperscaler penetration deepens, 1.6T transition advances and Neocloud demand broadens its customer base.
CRDO 
Netflix Stock Rebound Fuels Ad Growth Talk: A Sign of More Upside?
NFLX's ad business is gaining momentum as AI tools, programmatic access and advertiser growth fuel hopes for a sustained stock recovery.
NFLX 
QURE Submits Application for Gene Therapy for Huntington's Disease
QURE seeks accelerated FDA approval for AMT-130, with Priority Review and a U.K. filing adding momentum to its regulatory push.
QURE 
McDonald's Is Near a 52-Week Low. Is This the Contrarian Buy of 2026?
McDonald's (NYSE:MCD | MCD Price Prediction) is trading near a 52-week low after a rough 2026, and I think the setup looks contrarian. Our 24/7 Wall St. price target for McDonald's is $316.21, implying 21.
MCD 
This One Metric Is Why I'm Going to Keep Buying Nvidia Hand-Over-Fist
One stubborn number buried in Nvidia's latest earnings report signals something that almost never survives at hardware scale, and it is the reason this investor keeps adding shares despite a valuation that looks stretched on the surface.
NVDA 
Bitcoin Reclaims $80,000 as Stablecoin Demand Signal Starts Cooling
Bitcoin's liquidity backdrop strengthened sharply before the latest rally, but the strongest impulse may already be fading.
Amazon's Robot Push Raises a Bigger Question About Its Next Margin Lever
Amazon.com TodayAMZNAmazon.com$258.74 +3.77 (+1.48%) As of 11:30 AM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$196.00▼$287.20P/E Ratio20.80Price Target$323.09Add to WatchlistAmazon.com Inc. NASDAQ: AMZN has built its empire on a relentless obsession with doing things faster and cheaper, so news that it's quietly working to automate one of the last stubbornly manual corners of its operation should surprise nobody.
AMZN 
Circle Internet Surges 14% Despite Wall Street Building Rival Stablecoin; Coinbase Spikes 10%
Stablecoin regulation is driving a sharp rerating in Circle Internet stock this morning, as a policy push in Washington outweighs the news of a bank-led rival coin.
COIN 
Brady Corporation (BRC) Q4 2026 Earnings Call Transcript
Brady Corporation (BRC) Q4 2026 Earnings Call Transcript
BRC 
Bitcoin Price Forecast: Bull Flag Targets $85K, Then $100K
Bitcoin is targeting a breakout toward the $85,000 resistance level and a potential move to $100K as it forms a bullish flag pattern, supported by dovish comments from Fed Governor Christopher Waller that lowered September rate hike expectations.
Will GeoCue Partnership Accelerate Ouster's Lidar Growth?
OUST's GeoCue partnership integrates its Rev8 OS1 Max lidar into TrueView systems, targeting survey-grade data for utility and infrastructure applications.
OUST 
Big Morning for News: Jobless Claims, Fed Speakers, Trade Deficit
Pre-market indexes are mixed as bond yields are up but oil prices are up.
ADP 
Upbeat AI Data Centers Demand Propels SK Hynix: More Growth Ahead?
SKHY rides surging AI data-center demand, expands HBM capacity and U.S. production, and deepens its NVIDIA partnership as memory shortages persist.
NVDA 
Can Power Utility Demand Boost nVent Electric's Long-Term Growth?
NVT's power utility growth is benefiting from rising electricity demand, AI data centers and grid modernization, adding another growth avenue.
NVT 
HSBC shares carry 'sell' rating as broker says valuation leaves no room for disappointment
Shore Capital has reiterated its sell recommendation on HSBC Holdings PLC (LSE:HSBA, NYSE:HSBC), warning the shares' punchy valuation more than reflects the bank's confident outlook. Analyst Gary Greenwood kept his 1,335p target price, implying 13% downside from the current level.
HSBC 
BNB Chain updates Agent Studio v3 with new wallet and payment features
The update enhances AI agent autonomy, streamlining blockchain integration and fostering scalable, efficient machine-to-machine transactions. BNB Chain updates Agent Studio v3 with new wallet and payment features.
What's Behind Ford's Recall of Nearly 149K Mustang Vehicles?
F recalls nearly 149K Mustang vehicles over an electrical wiring defect that could cause loss of drive power or disrupt key functions.
F 
NTAP Q1 Earnings & Revenues Top Estimates on AI and All-Flash Strength
NetApp posts record fiscal Q1 results as AI and modernization demand fuels revenue growth, flash momentum and a raised fiscal 2027 outlook.
NTAP 
Palantir Rallies 7% as PwC Alliance Counters Michael Burry Bear Case, ServiceNow Climbs 5%, Salesforce Gains 3%
Enterprise AI software stocks are running higher this morning as Palantir answers a fresh short call from Michael Burry with a broadened PwC alliance, and the reaction is spilling across enterprise software peers.
PLTR 
Planet Labs Sinks 8% Despite New Defense Contract, Intuitive Machines Pulls Back, AST SpaceMobile Sits Out Broad-Market Rally
Space and satellite names are pulling back Thursday morning even as major U.S. benchmarks climb, with a mix of company-specific catalysts failing to stem selling across the commercial space complex. The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is up 0.
SPY 
CIEN Q3 Earnings Beat on AI-Led Cloud Demand, Top Line Climbs 37% Y/Y
Ciena's fiscal Q3 2026 earnings jumped 215% as AI-driven cloud demand powered a record quarter, optical momentum and a higher 2026 revenue outlook.
CIEN 
Duluth Q2 Earnings Call Highlights
Duluth NASDAQ: DLTH reported second-quarter fiscal 2026 results marked by improved profitability, stronger cash flow and lower inventory, while net sales declined as the workwear retailer continued its promotional reset and reduced clearance activity.
DLTH 
VersaBank Q3 Earnings Call Highlights
VersaBank NASDAQ: VBNK reported record third-quarter fiscal 2026 revenue, credit assets and net interest income, as growth in its U.S. Structured Receivable Program, or SRP, continued to accelerate.
VBNK 
Ciena Q3 Earnings Call Highlights
Ciena NYSE: CIEN reported record fiscal third-quarter 2026 results, with revenue, operating margin and adjusted earnings per share reaching new highs as demand for optical networking equipment accelerated across data-center and wide-area network applications.
CIEN 
