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.
Vitalik Buterin believes bitcoin security will withstand the advances of artificial intelligence. However, the Ethereum co-founder has not wagered 90% of his fortune on a new bet, as he thinks his crypto holdings already expose him to such a scenario.
On Monday, September 7, 2026, the cryptocurrency market moved into tight consolidation. The industry's market capitalization remained locked in the $2.77–$2.80 trillion range, while Bitcoin is holding the $79,600–$80,100 range, consolidating Friday's short squeeze toward $82,000.
Solana price fell 1.4% on Sept. 7 after another rejection near $107, while weakening capital flows and nearby liquidation clusters increased the risk of further volatility.
Wall Street obsesses over the hyperscalers burning billions on AI infrastructure, but one mega-cap with 2.5 billion active devices keeps getting left out of the conversation, and that oversight may be exactly where the opportunity hides.
Solana's memecoin liquidity is picking up, but can it translate into a broader Q4 rally?
Ares Capital remains my top BDC pick, offering a durable 9.6% yield and industry-leading underwriting through credit normalization. Q2 2026 showcased resilient credit metrics, accelerating deal flow, and enhanced funding flexibility, with $6 billion in liquidity and a new commercial paper program. Dividend coverage is robust: NII, TTM core earnings, and $1.38/share spillover reserve support the $0.48 quarterly payout, with 60 consecutive stable or rising payments.
The XRP Ledger (XRPL), which uses XRP as its native token, has recorded a double-digit percentage increase over the past 30 days in its stablecoin market capitalization to over $1 billion on Monday.
TAO extended its five-day rally to roughly 25%, reaching a two-month high as buyers pushed toward the psychologically important $300 resistance level. Buttensor's launch on Solana added attention and a direct demand link, with transaction fees used to purchase TAO and distribute it to BUTT holders. Open interest hit a three-month high of $428.
Apple's September event promises foldable hardware and next-generation chips, but the real question is whether a company battling a memory pricing crisis and China exposure can keep its decade-long streak of rewarding patient shareholders intact.
Euro benefits from weaker US Dollar as ECB decision looms
AMD is posting explosive AI growth, but one rival is quietly locking in the same hyperscaler customers through a strategy that could shrink AMD's market before anyone notices the ceiling.