Stock Market & Financial News
Strive raises funds to acquire 220 Bitcoin in 11-day streak
Strive's innovative Bitcoin acquisition strategy could reshape asset management, balancing high dividend costs against potential crypto gains. Strive raises funds to acquire 220 Bitcoin in 11-day streak.
HPE Cannot Build AI Servers Fast Enough. Is the Stock Still Cheap?
HPE has more than doubled this year on an AI server backlog that management says demand is outpacing by multiples, yet the stock still trades at a low-teens forward multiple.
HPE +7.39% Bitcoin ETFs Inflows Hit $101M as XRP, Ether and Solana Lose Funds
Bitcoin exchange-traded funds (ETFs) returned to positive territory on Wednesday with $101.15 million in net inflows, led by Blackrock's IBIT. Ether, XRP and solana funds all posted outflows, while HYPE ETFs were flat for the session.
Ferroglobe PLC: Navigating Metal Uncertainty
Ferroglobe PLC is rated a 'Buy' with a $5/share price target, reflecting its strategic Western silicon position and robust balance sheet. GSM benefits from geopolitical shifts, increased Western demand for strategic materials, and protective trade measures, positioning it for structural upside. Despite high cyclicality and electricity costs, GSM's low net debt and disciplined capital allocation provide resilience through commodity downcycles.
GSM +4.41% 
Nvidia's Broken AI Story: Fundamentals Run Away From Discounted Valuations
Nvidia Corporation's full-stack AI factory across hardware (CPU/GPU/LPU/networking) and proprietary CUDA platform (including Hugging Face) underscores their AI godfather status. The insatiable compute demand and growing customer base (including the accelerating ACIE segment) diversify revenue and reduce reliance on hyperscalers opting for custom chips. NVDA guides for FY2028 revenue growth of +70% YoY and gross margins of 72–73%, with these numbers merely gated by supply/component headwinds.
NVDA +1.34% 
The Cybercab is Tesla's ‘fork in the road' moment
Today could be the day Tesla changes forever.
TSLA +4.65% 
Block reports $433M in unrealized Bitcoin gains under Dorsey
Block's unwavering Bitcoin strategy amid volatility highlights its commitment to crypto, potentially influencing fintech's future investment trends. Block reports $433M in unrealized Bitcoin gains under Dorsey.
Mantle adds Paxos' USDG stablecoin, joins Global Dollar Network
Mantle has added Paxos-issued USDG as a natively minted stablecoin while joining the network's reward-sharing structure.
Pompliano Calls Bitcoin and AI the Ultimate Portfolio for the Next 20 Years
US national debt surpasses $40 trillion heading into the close of the third quarter of 2026. The annual debt-servicing cost for this sovereign debt currently exceeds $1 trillion. Investor Anthony Pompliano and Bitwise executives propose a dual allocation focused on monetary scarcity and technological infrastructure.
Where AVGO Stands in AI Space After Earnings, Stock Sees "Hedge Fund Blowup"
Broadcom (AVGO) shares fell on earnings even though the company posted strong earnings. Melissa Armo says it's interesting considering Nvidia (NVDA) and some of the other AI chipmaking peers rallied after their earnings.
AVGO +3.35% 
ServiceNow Just Rallied 28% in a Month: Take Profits, or Buy More?
Enterprise software names have snapped back over the past month as concerns that AI would erode seat-based revenue eased across the group.
NOW -2.45% 
PVH Corp. (PVH) Q2 2027 Earnings Call Transcript
PVH Corp. (PVH) Q2 2027 Earnings Call Transcript
PVH -0.42% 
Tiziana Life Sciences gets Buy rating from BTIG on Treg-based approach to neurodegeneration
Tiziana Life Sciences Ltd (NASDAQ:TLSA) was awarded a Buy rating with a $7 price target by BTIG, which pointed to the biotech's approach to modulating central nervous system inflammation as a potential leading treatment for neurodegenerative disease. The clinical-stage company is developing foralumab, an anti-CD3 antibody delivered via nasal spray, to stimulate regulatory T-cell (Treg) production and reduce the inflammatory processes that drive neurodegeneration.
TLSA -1.75% 
Dell Is Now Up 20% in a Month: Take Profits, or Buy More?
The AI server complex has reasserted leadership over broader technology this month, and Dell Technologies (NYSE:DELL | DELL Price Prediction) is squarely at the center of the move. To give you the bigger picture, the iShares U.S.
DELL +3.84% 
This $3.2 Billion Novartis Bet Is Not a New Drug. It Is a Better Way to Take One
Novartis just committed billions not to discover a new drug but to change how an existing one enters your body.
NVS -0.04% 
Gold Analysis: XAU/USD Shines Again Ahead of NFP
The last two trading sessions have been particularly important for gold's price action in the short term. XAU/USD has gained more than 3.7% during this period, once again highlighting a meaningful bullish bias around the precious metal.
3 P&C Insurers to Add for Better Returns in Sluggish September
Allstate, Heritage Insurance and American Integrity stand out as value picks, backed by premium growth, underwriting discipline and portfolio gains.
AII +0.85% 
Aave V3 captures 79% of $873M USDT0 deposits in DeFi
Aave V3's dominance in DeFi stablecoin deposits highlights centralization risks and competitive challenges for other lending protocols. Aave V3 captures 79% of $873M USDT0 deposits in DeFi.
Tesla Is Now Up 18% in a Month: Take Profits, or Buy More?
The past month's electric vehicle story is a single-name story. Tesla (NASDAQ:TSLA | TSLA Price Prediction) shares are climbing while the sector benchmark barely moves and one pure-play peer implodes.
TSLA +4.65% 
John Wiley & Sons, Inc. (WLY) Q1 2027 Earnings Call Transcript
John Wiley & Sons, Inc. (WLY) Q1 2027 Earnings Call Transcript
WLY -2.86% 
VEEV Raises FY27 Outlook as Vault CRM and AI Momentum Accelerate Fast
Veeva raises its fiscal 2027 outlook as Vault CRM adoption, R&D growth and Falcon AI momentum support expanding revenue and profitability.
VEEV -3.05% 
Matrix Service Company (MTRX) Q4 2026 Earnings Call Transcript
Matrix Service Company (MTRX) Q4 2026 Earnings Call Transcript
MTRX -1.72% 
Old Dominion Unveils Solid LTL Unit Performance for August
ODFL's August LTL revenue per day rose 12.4% year over year as higher revenue per hundredweight offset a 0.9% drop in tons per day.
LTL +0.6% 
JetBlue to Lure Customers With Its Advanced First Class Services
JBLU's BlueFirst is expected to add premium seating, upgraded tech, priority perks and enhanced hospitality as part of its JetForward strategy.
JBLU 0% 
C3.ai: Early Turnaround Signals Are Here (Upgrade)
C3.ai is upgraded to Buy, citing early signs of recovery under founder Thomas Siebel's renewed leadership. Q1 bookings surged over 70% sequentially, reflecting successful sales team restructuring and renewed customer momentum. AI's holistic enterprise AI stack and $650M cash position provide strategic flexibility and operational runway.
AI -0.9% 
GSY: Low Duration Doesn't Protect Against Credit Widening
The Invesco Ultra Short Duration ETF offers a 4.27% SEC yield with a low 0.77-year duration, targeting above-cash returns via incremental investment-grade credit risk. GSY's incremental yield over Treasuries is primarily from credit exposure, but current credit premiums are compressed and not particularly attractive. The 0.22% expense ratio further erodes net returns, especially given the fund's reliance on low credit spreads for excess yield.
GSY +0.02% 
Nvidia: I'm Not Bearish, But This Q2 Red Flag Matters
Yes, Nvidia Corporation's 70% FY28 revenue guidance is impressive. However, am I the only one looking at the 52% sequential drop in operating cash flow? Accounts receivable consumed $22.346 billion of cash in Q2, versus only $2.243 billion in Q1. In fact, days sales outstanding jumped to 60 days from 45 last quarter. I can't help but wonder why NVDA suddenly allows investment-grade customers to pay 90 days to one year later.
NVDA +1.34% 
What Solana's failed fee vote reveals about Anatoly Yakovenko's power
A majority backed the reform, but the supermajority rule left implementation authority with validators and stakers.
Is TMDX Stock Worth Buying as Growth Meets Rising Margin Pressure?
TransMedics' rapid revenue growth and cheaper valuation face rising margin pressure as heavy investment raises execution risks.
TMDX +1.47% 
Nestlé: Fuel For Growth Is Working, But The Stock Is Fairly Valued
Nestlé is reiterated at Hold, with valuation reflecting balanced risk-reward and limited margin of safety amid macro headwinds. NSRGY delivered resilient Q2 organic growth of 3.6%, strong emerging market performance, and advanced its Fuel for Growth cost savings and portfolio rebalancing. Portfolio reshaping continues with divestitures and targeted investments in premium, science-led segments, while free cash flow covers a 4.09% dividend yield.
NSRGF +1.44% 
