Stock Market & Financial News
AMD: The Next $1 Trillion Company
Advanced Micro Devices, Inc. delivered strong Q2 results with 50% revenue and 82% EPS growth, driven by data center strength. Despite robust growth and guidance above consensus, gross margin is guided flat at 56% due to HBM4 cost pressures. Valuation remains elevated with a non-GAAP P/E of 81.72 and FCF yield at 1.1%, but the forward earnings outlook is more favorable post-drawdown.
AMD 
Lockheed Martin Stock Rises 12.6% YTD: Is There Still Room to Grow?
LMT's shares are outperforming as defense demand drives record backlog and new opportunities, but program risks and debt cloud the outlook.
LMT GEV Stock Rises 37.5% YTD: Time to Lock in Gains or Ride the Wave?
GE Vernova's shares are surging as grid and electricity demand drives backlog growth, but tariffs, supply risks and premium valuation pose challenges.
GEV 
Here's How CVS' Improving Balance Sheet Supports Deleveraging
CVS Health's strong cash generation, higher operating cash flow outlook and disciplined capital deployment support continued deleveraging in 2026.
CVS 
Credo's Optical Bet: Is a $600M+ Revenue Opportunity Taking Shape?
CRDO's AI-driven connectivity boom is accelerating, with optical growth and new silicon photonics products poised to fuel a major fiscal 2027 revenue inflection.
CRDO 
Daktronics (DAKT) Beats Q1 Earnings and Revenue Estimates
Daktronics (DAKT) came out with quarterly earnings of $0.4 per share, beating the Zacks Consensus Estimate of $0.35 per share. This compares to earnings of $0.33 per share a year ago.
DAKT 
Solana Price Prediction: Can ETF Momentum Push SOL Toward $300?
SOL holds $100 support as traders watch a potential move toward $117 after breaking its macro downtrend.
Is Dell stock a buy after earnings?
Dell Technologies (NYSE: DELL) delivered a stronger-than-expected fiscal second-quarter 2027 report, reigniting investor interest in the stock.
DELL 
Cramer's Radical Fix for Nvidia: 5x the Buybacks, Repurchase 10% of Stock
Jim Cramer went on air with a blunt message for Jensen Huang and a specific dollar figure that would force Nvidia to rethink how it spends its record-breaking cash pile.
NVDA 
Sirius XM Rises 6% on Deutsche Bank Upgrade and $45 Price Target, Spotify Holds Steady
Shares of Sirius XM Holdings (NASDAQ:SIRI | SIRI Price Prediction) are rallying Wednesday morning after Deutsche Bank raised its rating on the largest audio entertainment company in North America.
TGT 
What is Hedera Hashgraph and how does HBAR work?
A plain-language guide to the directed acyclic graph network that processes thousands of transactions per second without a traditional blockchain.
Silver Depends on Two Metals That Just Fell
Peru's Antamina produced 62% less zinc last quarter, not because the orebody ran out but because the mine plan called for copper, and the silver in that ore left with it.
Tether faces crypto lawsuit over $42.4M in frozen USDT – Here's why
Tether freezes have surged to nearly $6 billion in 2026, mainly dominated by Tron.
Amazon Stock Could Surprise Investors Over the Next 12 Months
AWS just posted its fastest growth in 18 quarters while Amazon burns through billions in capex, and that tension is exactly what makes the next 12 months so pivotal for shareholders.
AMZN 
The Social Media Trial Settlement Is A Major Win For Meta
Meta Platforms trades at a depressed 20x P/E, well below its historical average, despite robust top-line growth and resilient user engagement. Q2 results showed 28% revenue growth but significant margin compression, with operating margin dropping to 31% and free cash flow plummeting due to elevated CapEx. The $18.1B social media addiction settlement removes a major overhang, with the impact on revenue from teen usage limits expected to be negligible.
META 
Bitcoin Price Prediction: Is $120K Next as ETF Flows and Liquidity Improve?
BTC tests $76K-$77K support as bulls face 50-week resistance and rising macro pressure across global markets.
Broadstone Net Lease: The Opportunity Window Has Closed (Rating Downgrade)
BNL is downgraded to Hold after a strong rally and multiple expansions. BNL's portfolio shift toward industrial properties enhances lease terms and rent escalators, supporting long-term fundamentals. The balance sheet remains solid with manageable debt maturities and improved credit facilities, reducing near-term refinancing risks.
BNL 
Apple's New CEO Has 8 Days to Answer the AI Question That Could Redefine Computing
John Ternus steps into the CEO role at Apple with the stock near a record high, but the hardware event eight days away demands something far harder than a good quarter: a convincing answer to why the iPhone stays at
AAPL 
Ripple's $88T Opportunity: Inside Its New Custody-to-Tokenization Pipeline
Ripple is connecting custody, issuance, compliance, collateral and settlement as BCG projects tokenized real-world assets could reach $88T by 2035.
Shiba Inu Prints ‘Bull Flag' As Coinbase Burns Millions
Is Shiba Inu primed for a triple-digit upswing in Q4? Burn stats show better engagement, but lesser figures.
Sprinklr (CXM) Q2 Earnings Top Estimates
Sprinklr (CXM) came out with quarterly earnings of $0.11 per share, beating the Zacks Consensus Estimate of $0.1 per share. This compares to earnings of $0.13 per share a year ago.
CXM 
What is Chainlink and how does the LINK oracle network work?
Chainlink connects smart contracts to real-world data through a decentralized oracle network that secures more than $33 billion in onchain value.
El Salvador's Bitcoin Stash Grows to 7,762 BTC Despite IMF Reservations
El Salvador added another bitcoin to its national reserve this week, pushing its stash to 7,762 BTC even as the International Monetary Fund (IMF) continues urging the government to stop buying.
Dell Surges 9% on Record $95B AI Backlog, Hewlett Packard Enterprise Climbs 4%, Super Micro Ticks Up
Shares of Dell Technologies (NYSE:DELL | DELL Price Prediction) are reversing Tuesday's pre-earnings selloff after the company posted a record AI order book and lifted its full-year outlook, dragging enterprise hardware peers along with it.
DELL 
Snowflake stock forms bearish divergence as earnings loom: will it rise or crash?
Snowflake stock has remained in a narrow range in the past few weeks, but this may change later today, September 2nd, when the company publishes its financial results. SNOW was trading at $319.80, down modestly from last month's high of $341.
SNOW 
Ulta Beauty's Earnings Beat Was Stronger Than the Stock's Reaction
Ulta Beauty TodayULTAUlta Beauty$545.66 +8.56 (+1.59%) As of 09/1/2026 04:00 PM Eastern52-Week Range$443.60▼$714.97P/E Ratio19.89Price Target$626.59Add to WatchlistThe retail sector took center stage last week with a bevy of earnings reports, and reactions were mixed, even though most companies beat estimates and raised outlooks. One prime example was Ulta Beauty Inc. NASDAQ: ULTA.
ULTA 
AI: Anthropic Bets $35 Billion and Propels a Former Bitcoin Giant
Hut 8 is transforming its Bitcoin-based infrastructures into machines for AI. Its Beacon Point campus in Texas now shows 704 MW of leased capacity for a base contract value of 19.6 billion dollars.
Barclays and UK peers score Jefferies target hikes despite deposit margin fears
Barclays PLC (LSE:BARC), Lloyds Banking Group PLC (LSE:LLOY), NatWest Group PLC (LSE:NWG), OSB Group PLC (LSE:OSB), and Paragon Banking Group PLC (LSE:PAG) won unanimous 'buy' ratings from Jefferies on Wednesday as the broker upgraded target prices across the pack. At the heart of the revision, the broker bumped Barclays to 600p from 590p, alongside target hikes for Lloyds to 127p from 125p and NatWest to 770p from 730p.
BCS 
Panmure Liberum cuts Smith & Nephew target price after disappointing results and CFO exit
Panmure Liberum has cut its target price for Smith & Nephew PLC (LSE:SN), the medical devices maker, to 1120p from 1250p, while maintaining its 'hold' rating. The broker said it still struggled to make a credible investment case after a disappointing second quarter and the departure of chief financial officer John Rogers, who is leaving to become CFO of Baxter.
SN 
