Stock Market & Financial News
Volkswagen jumps 5% on plans to cut 50,000 jobs as tariffs, Chinese competition weighs
Volkswagen announced a further 50,000 job cuts as it forges ahead with its restructuring plan. The carmaker's shares jumped on Friday as investors welcomed the cost-cutting plan.
VWAGY -1.37% Alexandria Real Estate: We've Already Seen The Bottom, Next Is The Retest
Alexandria Real Estate Equities, Inc. (ARE) is deeply undervalued, but technical entry timing is critical for optimal returns. ARE's FFO faces near-term headwinds from major lease expirations in 2027, with recovery expected as new leases and projects ramp up. I target a $45 average entry, buying in tranches on further weakness or a breakout above $55, to balance value and momentum.
ARE -2.08% Bitcoin is Now Less Than 18 Ounces of Gold: BTC XAU Ratio in Focus
Bitcoin's ratio to gold hits 18.17, the richest since January, as fiscal debasement fears drive both assets. BTC price analysis plus early-stage Layer 2 presale context.
UBS lifts Computacenter target by a third on AI data centre boom
UBS has raised its price target on Computacenter PLC (LSE:CCC) by 33% to 7,000p, arguing the IT reseller's shares still have further to run despite an 81% gain so far this year. Analysts Christopher Tong, Michael Briest and Jarrod Chisholm reiterated their Buy rating in a note dated 4 September, with shares trading at 5,370p.
UBS -1.33% 
Borders & Southern shares fall 15% after Milei threatens sanctions on Falklands oil firms
Shares in Borders & Southern Petroleum (AIM:BOR), the AIM-listed oil and gas explorer with licences in the Falkland Islands, fell 15% to 9.78p on Friday. The drop came after Argentina's president, Javier Milei, said he would speed up sanctions against companies involved in oil extraction projects near the islands.
SO -0.67% 
This Leopold Aschenbrenner stock just added $150 million in a day
Leopold Aschenbrenner, a former OpenAI researcher and one of the youngest billionaires, disclosed a Q2 2026 position in Keel Infrastructure (NASDAQ: KEEL), formerly known as Bitfarms, worth roughly $151 million at the time, on August 14.
KEEL -1.4% 
Intraday Analysis 04.09.2026
GBPUSD finds a bounce Cable moved higher after finding support just below 1.3500. A break below that level previously put the bulls on the defensive.
Ethereum Whale Exits Entire Stack—What Happens Next?
A major Ethereum whale exits 167,855 ETH worth $408M as Invesco clients and Abraxas Capital maintain strong market activity.
Lululemon forecast cut hits shares, underscores challenge for next CEO
Shares of Lululemon Athletica fell about 18% in premarket trading on Friday after the sportswear maker cut its full-year forecast for a second time, underscoring the hurdles awaiting incoming CEO Heidi O'Neill.
LULU -0.7% 
GBP/USD Price Forecast: Bulls turn cautious as 1.3550 cap gains ahead of US NFP
GBP/USD Price Forecast: Bulls turn cautious as 1.3550 cap gains ahead of US NFP
Kalshi Adds BNB, ADA, AAVE and AI Token Perpetual Futures
Kalshi has expanded its crypto derivatives lineup by launching perpetual futures contracts for BNB, Cardano (ADA), Aave (AAVE), Worldcoin (WLD), and Venice Token (VVV), giving U.S. traders access to a wider range of CFTC-regulated crypto products. The new contracts are part of Kalshis American Perpetuals offering, which is designed to provide regulated perpetual futures trading in the United States.
Oklo Inc.: The AI Power Trade Is Getting More Tangible
I maintain my Buy rating of Oklo with my price target revised from $99 to $88 due to dilution. Q2 2026 demonstrated tangible execution progress: Groves achieved first criticality, Aurora-INL advanced, and Aurora-Ohio secured key agreements. My normalized EBITDA estimate rises modestly to $443 million, with improved confidence in risk-adjusted capacity for Ohio, INL, Fuel, and Isotopes.
OKLO -0.24% 
Canary Capital teases staked TRX ETF launch
Canary Capital says its staked TRX ETF is coming soon, while its latest SEC filing details the TRXS ticker, fees, custody and staking.
CleanSpark: The AI Story Is Real, The Payday Awaits
CleanSpark, Inc. pivots from Bitcoin mining to AI infrastructure, highlighted by a $6.6 billion, 20-year lease with a high-grade tenant, but revenue starts in Q4 2027. CleanSpark's mining business is shrinking, with Q3 2026 revenue down 30.5% YoY and hashrate growth stalled, while AI capacity remains non-revenue generating. Liquidity of $917 million provides near-term funding, but substantial capital outlays are required before lease payments begin, exposing CLSK to execution and bitcoin price risk.
CLSK -3.23% 
Nvidia becomes one of world's biggest strategic tech backers as equity investments soar to $99 billion
Nvidia's equity investments stood at $99 billion as of July 26, up sharply from a year earlier as it expands its financial backing across the AI sector. Investments span frontier AI labs, cloud providers and infrastructure companies, including OpenAI, CoreWeave and Nebius.
NVDA +0.51% 
Premier African Minerals drops 27% as funding plan raises dilution concerns
Premier African Minerals Ltd (AIM:PREM, OTC:PRMMF) shares dropped more than 27% on Friday after the company outlined plans to seek authority to issue tens of billions of new shares as it looks to fund the Zulu lithium project and strengthen its balance sheet. The shares were down 27.45% to 0.01p in early London trading.
PINC -0.42% 
Tesla opens door to third-party robotaxi operators
Tesla Inc (NASDAQ:TSLA) has published an interest form inviting businesses to buy Cybercab fleets or provide supporting infrastructure for its robotaxi network, signalling that the company's ambitions extend beyond running the service itself. The form went live ahead of Tesla's Cybercab event in Austin.
TSLA +0.56% 
USD/JPY Price, News Forecast: MUFG Targets 152 as Yen Rally Accelerates
The Dollar-Yen rate has already reached MUFG's end-Q4 forecast as intervention risk and expectations of further BoJ tightening support the Yen. The US Dollar to Japanese Yen (USD/JPY) exchange rate recovered to around 156.3 on Friday after sliding to 155.31, its lowest level for a month.
Sivers Semiconductors: A Post-Crash Entry Into An H2 2027 Photonics Ramp
Sivers Semiconductors is upgraded to Buy after a 78% decline, improved liquidity, and a more attractive valuation entry point. SIVEF addressed its funding overhang with a SEK 700m raise at high prices, resulting in manageable dilution and a stronger cash runway. Valuation reset to ~26x EV/sales (blended), with photonics-only at ~110x; ramp to ~$30m photonics revenue by 2027 is key for 1.5-2x upside.
SIVEF -2.35% 
Rocket Lab: Quality Is No Secret, And This Is Why I'm Cautious
Rocket Lab is an exceptional aerospace business with strong execution and a bright long-term future. RKLB trades at a steep 40x forward Price to Sales, a 20x premium to the sector median, making valuation a key concern. Management has consistently outperformed, beating analysts' estimates for eight consecutive quarters, boosting confidence in execution.
RKLB -0.03% 
Renasant: Strength Across The Board, Valuation Remains Attractive
Renasant is rated 'Buy', trading at a 30% discount to the sector despite strong EPS growth and a 2.4% yield. RNST delivered robust 2Q26 results, with EPS up 36% YoY and efficiency ratio improving to 57.9%, signaling strong operating leverage. Loan and deposit growth, supported by new account openings and stable asset quality, underpins positive earnings momentum into 2H26.
RNST -1.17% 
EUR/USD Analysis: Downtrend Breakout Still Lacks Confirmation
Today, 4 September, the market's main focus is the August US employment report. According to CNBC, the consensus forecast calls for just 53,000 nonfarm jobs to be added following July's decline, highlighting the continued weakness of the labour market.
Richardson Electronics: The Turnaround Is Real, The Cash Flow Is Not
Richardson Electronics is upgraded to a soft Buy (B-) at ~$16.56, following a strong Q4 beat and confirmation of its turnaround. Q4 FY26 saw revenue up 27.6% and non-GAAP EPS of $0.21, driven by semiconductor and RF/microwave demand, with management signaling continued growth into 2027. BESS shipments mark a new growth leg, with a pipeline of 50+ opportunities and a multi-million-dollar order expected in fiscal Q1 2027.
RELL +2.49% 
XRP Price at a Crossroads: Can Bulls Break $1.55?
XRP price is trading near $1.38 after its August rally. Here are the key $1.35 support and $1.43 - $1.55 resistance levels to watch.
USD/JPY Price Forecast: US Dollar recovery is likely to be tested at 156.70 area
USD/JPY Price Forecast: US Dollar recovery is likely to be tested at 156.70 area
Gold: Rebound on softer Fed expectations – OCBC
Gold: Rebound on softer Fed expectations – OCBC
Ethereum Whale Keeps Offloading as ETH Price Rockets Past $2.5K
Ethereum's dominance is above 11% after the latest leg up.
Bitcoin ETF inflows hit $731M, highest since January as BTC reclaims $80K
US Bitcoin ETFs drew $730.9 million on Thursday as Bitcoin reclaimed $80,000, though CryptoQuant flagged weak fresh demand and a key $83,000 test.
Robinhood Chain just flipped Solana in daily revenue, and the free ride ends in 27 days
A two-month-old Layer 2 chain is out-earning every blockchain on Earth, powered by a memecoin casino and a gas subsidy that expires at the end of September. Two months ago, Robinhood launched a blockchain.
Silver Price Forecast: XAG/USD corrects $66.30 amid caution ahead of US NFP data
Silver Price Forecast: XAG/USD corrects $66.30 amid caution ahead of US NFP data
