AZN's Etcamah wins accelerated FDA approval for certain advanced breast cancer patients, backed by a 56% risk reduction in progression or death.
MercadoLibre's Mercado Pago is scaling fast, with users, assets, credit and payment volumes surging across Latin America as engagement deepens.
Gold: Bull market conviction broadens – Societe Generale
ADI, TSM, TXN, NVDA and ACMR could benefit as surging semiconductor sales and solid AI demand fuel optimism for chip stocks.
Costco's Q4 net sales increase 11.3% to $93.9 billion as digitally enabled comparable sales jump 19.5%, far outpacing company-wide growth.
NBIS surges 253.5% in a year on AI infrastructure demand, but high capital needs and valuation raise questions about further upside.
Target's non-merchandise sales surge 20.1% in fiscal Q2 as Roundel, Circle 360 and Target+ scale rapidly beyond traditional retail.
Three defensive blue chips entered 2026 promising safety, but their returns split into wildly different tiers, and the reason one name lapped the others exposes a fault line in how investors define defensive in the first place.
Investors yanked $700 million from the top software ETF in a single session, and within hours a major earnings report threatened to make that timing look catastrophic.
A reduced RowDAS design shares reconstruction duties in 1,000-node tests, while retaining reliance on high-custody nodes.
GBP/USD is rising amid U.S. dollar weakness, whilst sterling is holding steady against the euro as investors digest Finance Minister John Healey's first major economic speech, which failed to provide much direction for the pound.
Gold remains fairly neutral as stronger US employment data boosts rate-hike expectations and puts renewed focus on Treasury yields. With price sitting just above the 50-day and 200-day EMAs, US CPI could be the critical event ahead of next week's Fed meeting.
Pernod Ricard remains fundamentally attractive despite FY26 results falling short of initial growth expectations, with EPS at €5.85/share. I see the current downturn as cyclical normalization, not structural decline, and expect stabilization with 2-3% long-term growth from pricing and emerging markets. PRNDY's robust free cash flow, high cash conversion, and resilient margins underpin its ability to weather downturns and maintain a well-covered dividend.
AI datacenter spending has turned optical networking into one of 2026's hottest trades, but the three biggest U.S. optics stocks have performed so differently that picking the wrong one meant leaving triple-digit gains on the table.
Advanced Micro Devices, Inc. posted record Q2 results, with revenue up 50% YoY to $11.54B, driven by data center strength. Management doubled CPU TAM expectations to $220B by 2030, projecting a 50% CAGR, but AMD's gross margins lag behind Nvidia's and Broadcom's. Despite robust EPS growth forecasts (58.3% CAGR through 2028), AMD trades at a premium P/E of 72x, above peers and historical averages.
Evolv delivers strong revenue growth, improved cash flow, and upwardly revised FY26 guidance despite gross margin headwinds and a 52-week stock price low. EVLV's competitive advantage lies in its AI-driven technology, expanding customer base, and data moat, with 70 new customers and robust adoption of Gen2 and eXpedite. Gross margin pressure stems from a higher mix of purchase subscriptions and Gen2 upgrades, but price increases and manufacturing changes aim to offset input cost inflation.
Vitalik Buterin rejects a prediction that AI could halve Bitcoin within two years, saying roughly 90% of his net worth is already positioned the other way.
The August jobs report sent Bitcoin below $81,000 as traders raised rate-hike bets, while $730.8 million in Bitcoin ETF inflows continued.
A trading expert has identified late August 2027 as the likely timeframe for Bitcoin (BTC) to reach $106,000, citing a long-term bullish chart pattern that has been forming since the 2021 market peak.
Silver remains compressed between $64 and $68 as higher US rate expectations and stubborn yields weigh on the short-term outlook.
Technical signs are crystal-clear: XRP enters consolidation following huge Futures turnaround.
Privacy coins are up 213% since Bitcoin's October peak while the median top-200 token is down 58%, with gains extending beyond Zcash.
Standard Chartered (LON: STAN) has expanded its digital-asset services in the United Arab Emirates, introducing institutional spot trading in Bitcoin and Ethereum through its Dubai International Financial Centre unit.
Lower-income consumers have been pulling back on spending. But the impact on quick-service restaurant stocks hasn't been the same.
Bitcoin's price was trading between $79,300 and $79,500 on Sept. 7 after a significant rejection from $80,537 left its short-term price action caught between fading momentum and a still-constructive daily trend. The market remains inside a $79,013-$80,537 intraday range, putting those boundaries firmly in the cards as the levels that could determine what comes next.
Big economic week is ahead with inflation datacoming on Thursday but BTC is untypically silent.
WMB, RRC and EXE offer natural gas exposure as LNG demand rises, storage builds slow and hot weather supports cooling demand.
AI-driven demand, record backlogs and data center growth are powering five growth stocks - FIX, PWR, STX, SNDK and SMTC - for September.
The case underscores the growing legal recognition of cryptocurrency crimes, highlighting the challenges of digital asset recovery and human vulnerabilities. Malone Lam to appear in court over alleged $230M Bitcoin theft.
Researchers examining the roughly $320 million Liquid Network incident have identified an alleged failure in the software's transaction-validation cache, offering a more specific explanation for how unbacked tokens could be redeemed for real Bitcoin. Accounts also raise a deployment question.