Stock Market & Financial News
Micron: This Cycle Might Shock Everyone
Micron Technology remains a compelling long-term investment, with fundamentals strengthening despite recent sector-driven stock volatility. MU benefits from surging AI memory demand, multi-year customer agreements, and sold-out HBM4 capacity through 2026, supporting robust pricing power. My updated DCF model yields a fair value of $1,574 per share, above both current levels and the street's $1,513 target, driven by higher revenue assumptions.
MU +0.81% ETF Acquisitions Surge: Goldman, Victory, & T. Rowe Price Expand
August 2026 was a blockbuster month for ETF acquisitions. As Todd Rosenbluth, head of research at VettaFi, recently highlighted, the ETF industry is firing on all cylinders, attracting massive inflows and racing toward a potential new record.
FEGE -0.12% NOW Broadens Aramco AI Footprint as CRM & MSFT Expand AI Ambitions
ServiceNow's Aramco Digital pact could expand AI workflow adoption across 50+ countries and sharpen its push against Salesforce and Microsoft.
DNOW +1.27% Capital B Raises $8.8M From Adam Back To Boost Bitcoin Holdings
Capital B raised €7.6 million ($8.8M) from Adam Back, CEO of Blockstream, to expand its bitcoin treasury. The firm issued 13,181,030 shares at €0.58 each, with four warrants per share, as part of a €21 million round.
Cisco vs. IBM: A Dividend Showdown Between 2 Tech Giants
Two of the technology sector's most recognizable dividend payers just moved cash to shareholders, and the checks could not tell more different stories. Cisco Systems (NASDAQ:CSCO | CSCO Price Prediction) sent its $0.
IBM -2.45% 
Daktronics Q1 Earnings Call Highlights
Daktronics NASDAQ: DAKT reported fiscal 2027 first-quarter revenue growth, higher operating income and its highest quarterly earnings per share in three years, supported by demand across its major end markets and a backlog that remained above $300 million.
DAKT -2.49% 
Kontoor Brands Targets $1.1B Helly Hansen Revenue by 2030 as U.S. Expansion Accelerates
Kontoor Brands NYSE: KTB outlined a five-year growth plan for Helly Hansen centered on expanding in the U.S., entering technical outdoor categories more deeply and scaling its workwear business globally.
KTB -1.95% 
Nvidia: The Market Is Crazy Not To Push The Stock Higher
Nvidia Corporation is continuing to grow at an unrelenting pace and it passed 3 of my 4 key metrics that I was looking for. delivered a double-beat quarter with 105.9% Y/Y revenue growth and record EPS, surpassing guidance for the 13th consecutive time. NVDA issued its first-ever FY28 revenue growth guidance of ~70%, described as supply-constrained and materially above consensus, signaling a major re-rating event. Gross margin guidance steps down structurally due to HBM4 pass-through, but forward multiples remain undemanding given >60% net margins and >110% ROE.
NVDA -0.41% 
Will Truist's NII Growth Momentum Continue to Strengthen in 2026?
TFC's NII growth is likely to remain positive in 2026, backed by loan and earning-asset growth, but loan spreads and deposit mix could limit momentum.
TFC +0.38% 
IREN's Mining Exit Accelerates: Will AI Cloud Offset the Transition?
IREN's Bitcoin mining exit accelerates as AI Cloud scales rapidly, but revenue timing, heavy capital spending and GPU delivery remain key tests.
IREN -1.91% 
FactSet (FDS) Upgraded to Buy: Here's Why
FactSet (FDS) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
FDS -2.93% 
Chubb's Middle-Market, Overseas Operations Boost Commercial Growth
CB's middle-market and overseas commercial growth helps offset large-account property pressure as disciplined underwriting supports earnings.
CB -0.11% 
Core Natural Resources (CNR) Is Up 6.13% in One Week: What You Should Know
Does Core Natural Resources (CNR) have what it takes to be a top stock pick for momentum investors? Let's find out.
CNR -3.68% 
All You Need to Know About Actuate Therapeutics, Inc. (ACTU) Rating Upgrade to Buy
Actuate Therapeutics, Inc. (ACTU) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
ACTU -15.25% 
Palantir Technologies (PLTR) Upgraded to Strong Buy: Here's Why
Palantir Technologies (PLTR) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
PLTR +0.42% 
Capcom (CCOEY) Upgraded to Buy: What Does It Mean for the Stock?
Capcom (CCOEY) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
CCOEY -2.05% 
All You Need to Know About Hitachi (HTHIY) Rating Upgrade to Strong Buy
Hitachi (HTHIY) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
HTHIY -2.1% 
What Makes Amalgamated Financial (AMAL) a New Buy Stock
Amalgamated Financial (AMAL) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
AMAL +1.4% 
Global Ship Lease (GSL) Upgraded to Buy: Here's What You Should Know
Global Ship Lease (GSL) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
GSL -0.97% 
All You Need to Know About South Atlantic Bancshares (SABK) Rating Upgrade to Buy
South Atlantic Bancshares (SABK) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
SABK -3.35% 
All You Need to Know About Union Pacific (UNP) Rating Upgrade to Buy
Union Pacific (UNP) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
UNP -0.53% 
What Makes Alvopetro Energy (ALVOF) a New Strong Buy Stock
Alvopetro Energy (ALVOF) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
ALVOF +2.01% 
The AI Infrastructure Stock Nobody Talks About Enough
Cisco is posting hyperscaler AI order numbers that would make pure-play networking rivals jealous, yet its valuation still reflects a company selling switches to office parks. Something in that gap deserves a closer look.
CSCO +0.51% 
Uber's $15 Billion Takeover Bid Gets Delivery Hero Board Backing
The German delivery company said its management and supervisory boards had independently reviewed the U.S. giant's offer.
UBER -0.29% 
Bitcoin Cycle Theory 'Dead' No More? CryptoQuant Signals Bear Market Reversal
Skeptics who claimed that the influx of institutional money had destroyed Bitcoin's traditional four-year cycles have once again been proven wrong. The Bitcoin Cycle Momentum on-chain indicator from analytics platform CryptoQuant has entered positive bullish territory for the first time in eight months.
EFX Gains From Data Advantage & Innovations Amid Refinancing Risks
Equifax rides on proprietary data, verification growth and cloud-AI efficiencies, while compliance and refinancing risks weigh on financial performance.
EFX -4.2% 
Can Nokia's Saudi AI Network Automation Expansion Drive Growth?
NOK opens new R&D center in Saudi Arabia to advance AI-powered network automation, AI-native 6G research and exportable software solutions.
NOK -1.88% 
Tether Accused in Lawsuit of Improperly Freezing 42.4 Million Stablecoins
Tether is facing a new lawsuit related to its freeze of 42.4 million of its USDT stablecoins. The lawsuit, filed Monday (Aug. 31) by a pair of Thai businessmen, alleged the company blocked the tokens months before United States authorities were granted a seizure warrant.
Enhanced geothermal notches another win as Google buys 400 MW from Fervo
Geothermal energy company Fervo notched another win as Google agreed to buy nearly half a gigawatt of electricity to power a planned new data center in Utah.
GOOG +1.2% 
EQT Corporation: A Rainy Day Idea
EQT Corporation offers both upstream exposure and significant midstream diversification. The company's midstream segment provides stable cash flow via long-term, take-or-pay contracts. EQT pursues a dual strategy of opportunistic acquisitions and slow organic growth.
EQT +1.59% 
