Stock Market & Financial News
Strategy returns to bitcoin buys, adding $370 million worth last week
It's the first week of bitcoin purchases for the Michael Saylor-led company in about two months.
Cardano claimed as proof layer in Blockforce's traceability platform
Cardano's integration into Blockforce's platform highlights blockchain's potential in enhancing supply chain transparency and accountability. Cardano claimed as proof layer in Blockforce's traceability platform.
Strategy buys 4,603 Bitcoin for $370M, ending 10-week buying pause
Strategy's renewed Bitcoin buying signals confidence in long-term crypto value, but market volatility could impact financial stability and stock performance. Strategy buys 4,603 Bitcoin for $370M, ending 10-week buying pause.
Kelly Partners: A Serial Acquirer At An Attractive Price
Kelly Partners Group Holdings receives a Buy rating, with a fair value estimate of $3.96 per share and 15% upside. KPG's serial acquirer model delivers 22%+ Owner Earnings CAGR and 28.4% EBITDA margins, with disciplined, non-dilutive acquisitions. AI risk is acknowledged but viewed as manageable; KPG actively embraces AI to enhance productivity and maintain client trust.
PGPHF 
Strategy buys 4,603 BTC for $370M, repurchases $152M in shares
Strategy's financial maneuvers bolster confidence in its market position, potentially enhancing STRC's long-term valuation prospects. Strategy buys 4,603 BTC for $370M, repurchases $152M in shares.
Nuclear Energy Scaling Up Through New Federal Projects
Two of the most significant government-led nuclear energy programs are illustrating how quickly the advanced nuclear field is expanding. The Nuclear Energy Launch Pad added 13 reactor and fuel cycle technology projects to its development pipeline.
BWXT 
How Advisors Rebuilt Their ETF Lineups in Q2 2026
Advisors did not slow down on exchange-traded funds in the second quarter. They added more of them, and pointed the money somewhere new, according to AdvizorPro's Q2 2026 RIA ETF Trends report.
BIZD 
Strategy buys 4,603 Bitcoin for $370 million
Strategy's significant Bitcoin investment highlights its commitment to cryptocurrency, potentially influencing market dynamics and investor strategies. Strategy buys 4,603 Bitcoin for $370 million.
Bitcoin Recovers Fast After Sharp Drop Below $77K During Rising Middle East Tensions
Bitcoin fell below $77,000 after renewed Middle East tensions but rapidly recovered toward $79,000, with market capitalization near $1.58 trillion and dominance above 58.5%. Bitcoin remains up more than 24% in August, its best August since 2017, even as oil rose above $90 and global stocks weakened.
XRP's Brief $1.70 Spike May Have Been a Liquidity Mirage
Although XRP found a bottom, Stevenson cautioned that elevated open interest leaves the token vulnerable to big volatility.
Hyperliquid and Pump.fun Lead Massive $638M Token Buyback Wave in 2026
Buyback Surge: Hyperliquid and Pump.fun drove nearly 90% of the record $638 million in 2026 token buybacks. Token Performance: HYPE and PUMP outpaced the market with triple‑digit gains while major assets declined. Revenue Power: Both platforms use significant portions of their revenue for buybacks, reinforcing token strength and investor confidence.
Gold drops to $4,397: Rebound to $4600 or further drop to $4,200?
Gold drops to $4,397: Rebound to $4600 or further drop to $4,200?
5 Dividend Stocks That Lose the Most to Taxes When They're Held Outside of a Roth IRA
Some of the highest-yielding dividend stocks on the market carry a hidden cost that erases thousands of dollars every single year, and the bracket you sit in determines just how severe that damage gets.
AGNC 
BlackRock's Unbroken ETH Buying Spree Hits $1 Billion in Just 9 Days
BlackRock's publicly traded Ethereum ETF has quietly amassed more than $1 billion in the digital currency over the last 9 days.
Pound to New Zealand Dollar Week-Ahead Forecast: RBNZ Hike Could Pressure GBP
Pound-New Zealand Dollar could face further pressure if the RBNZ raises rates, while cautious BoE signals may leave Sterling vulnerable. The Pound New Zealand Dollar (GBP/NZD) exchange rate was volatile last week, with the pairing eventually sliding to a 12-week low.
Pound to Australian Dollar Week-Ahead Forecast: Can GBP Rebound from Two-Month Lows?
The Pound-Australian Dollar rate could rebound if Australian GDP stalls, although firm RBA rate hike expectations may keep the Aussie supported. Last week saw the Pound to Australian Dollar (GBP/AUD) exchange rate strike its worst levels since late June amid a notably hawkish uptick in Reserve Bank of Australia (RBA) interest rate hike.
ONEOK: Don't Chase The Price Or Yield And Forget Valuation (Downgrade)
ONEOK is downgraded to "Hold" as valuation limits clear double-digit annual total return potential despite strong fundamentals. OKE delivered record Q2 2026 results with 52.8% YoY revenue growth, robust NGL throughput, and raised 2026 EBITDA guidance to $8.35 billion. Growth is underpinned by data center-driven demand, new supply contracts, and a pipeline of expansion projects slated through 2028.
OKE 
Marvell: Why I'm Buying The Market's Fear
Marvell Technology shares crashed 10% post-Q2 earnings despite solid results and raised FY27/FY28 guidance. The crash is because, following a 163% YTD rally, the stock was priced for perfection with no room for slip-up, especially not management's guidance for softer margins. Gross margin compression, due to higher ASIC mix and competitive pricing, is a concern we share, but one which we think for now has been priced in.
MRVL 
COPX: The Copper Shortage Trade Has One Major Weakness
The Global X Copper Miners ETF (COPX) is rated Hold, with a 0% to 8% expected total return over 6–12 months. COPX's recent 23.39% monthly surge reflects tariff-driven copper scarcity in the U.S., but a global surplus projection tempers near-term optimism. Miners' earnings are improving on higher copper prices, yet COPX's elevated valuation and volatility limit its appeal for new entries.
COPX 
VIGI: Ex-US Dividend Aristocrats Are Sneaky Strong
Vanguard Intl Dividend Appreciation Index ETF (VIGI) maintains a buy rating, supported by favorable valuation, high-quality international holdings, and strong technicals. VIGI trades at 17.5x earnings with a 9.54% long-term EPS growth rate, yielding a PEG below 1.0x. Financials dominate VIGI's sector allocation at nearly 30%, with performance sensitive to global yield curves and credit spreads.
VIGI 
Warsh: “We have work to do” – Traders price in a September hike, Gold gets punched
Warsh: “We have work to do” – Traders price in a September hike, Gold gets punched
XRP Needs 45% Rally to Reach $2 as ETFs Add Record $110M Despite Price Drop
XRP trades near $1.38 as record ETF inflows clash with weakening momentum. The $1.55–$1.60 zone remains the key hurdle on the path toward $2.
Solana trenches revive as 313K tokens created in one week
The surge in token creation on Solana highlights the network's capacity for high-volume activity but raises concerns about sustainability and value. Solana trenches revive as 313K tokens created in one week.
Here's Why You Should Buy Genius Sports Despite Rising Leverage
Genius Sports posted a second strong quarter result, beating its own estimates for revenue and adjusted EBITDA. Revenue and adjusted Ebitda grew consistently over the past 54 years. Management has guided revenue to be around $1.005–$1.025 billion, while adjusted EBITDA to be in the 285–$295 million range. The company's balance sheet is a leveraged one now, due to the Legend buy-out.
GNS 
Third-party permissionless prediction pairs go live on Hyperliquid
Hyperliquid's HIP-4 is coming alive, with the first third-party deployers already competing to launch new permissionless prediction pairs.
MARA Holdings: One Foot In Bitcoin, One Foot In AI
MARA Holdings (MARA) has declined 48% since my last coverage, underperforming the benchmark's 14% gain. Despite recent volatility and revenue headwinds from Bitcoin, I maintain a Strong Buy rating due to MARA's ambitious growth plans. Management targets a 4.8 GW power portfolio by year-end and the $1.5B Long Ridge acquisition could drive a new revenue cycle.
MARA 
Shiba Inu Gives Back August Rally as 200-Day Average Rejects SHIB
Shiba Inu is testing key $0.000005 support as exchange inflows rise and derivatives activity cools despite a sharp increase in SHIB burns.
Dell or Palo Alto: Which Earnings Report Will Expose Overvaluation?
Dell and Palo Alto both report the same evening after doubling in price this year, but only one of these crowded trades holds up for a retirement portfolio when the numbers on valuation, volatility, and earnings history are stacked side
DELL 
Builders FirstSource: Weak Today, But The Bottom Is Near (Rating Upgrade)
Builders FirstSource is upgraded to 'buy' after a significant sell-off, with current valuation reflecting fully discounted bad news. BLDR's financials remain pressured by weak construction activity, margin compression, and elevated leverage following recent M&A and macro headwinds. Management has slashed revenue and EBITDA guidance, paused buybacks, and is prioritizing balance sheet integrity until leverage returns toward 2.5x.
BLDR 
USD/JPY Price Forecast: Faces selling pressure above 160.00
USD/JPY Price Forecast: Faces selling pressure above 160.00
