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Dell stock soars on blowout earnings, outlook: why analysts see a major rerating

Dell stock soars on blowout earnings, outlook: why analysts see a major rerating

Dell Technologies shares surged 8% in extended trading after the company delivered a much stronger-than-expected July quarter and raised its full-year revenue and earnings forecasts, offering fresh evidence that the artificial intelligence infrastructure boom is translating into substantial sales. The company raised its fiscal 2027 revenue outlook to $192 billion from $167 billion and lifted its adjusted earnings-per-share forecast to $25.50 from $17.90.

Dell Technologies Inc. logo DELL
Invezz | 2 days ago

Zurich Insurance: Life Growth Support The Buy Case

Zurich Insurance Group delivered a strong H1, with business operating profit up 13%, Core EPS up 11.5%, and RoE reaching 27.1%. P&C growth remains healthy, supported by Global Specialty and retail, while underwriting quality stayed resilient despite a modest increase in the combined ratio. Life is emerging as the key earnings driver, with business operating profit beating expectations, new-business margins improving, and management raising its FY2026 growth guidance.

Zurich Insurance Group Ltd. ADR logo ZURVY
Seekingalpha | 2 days ago

Solana Ecosystem Tokens Outpace Broader Altcoin Market

Solana ecosystem tokens have outpaced the broader altcoin market in recent performance benchmarks, giving traders another reason to watch the network's inter

SOLUSD
Bitcoinist | 2 days ago

Global Ship Lease: Fleet Renewal Supports A Higher Multiple

Global Ship Lease's Q2 results were solid, with revenue and adjusted EBITDA again exceeding consensus expectations. The 15-vessel newbuild program materially improves GSL's long-term earnings visibility and fleet quality. Contracted revenue has risen to $3.2 billion, while leverage remains exceptionally low.

Global Technologies Ltd. logo GTLL
Seekingalpha | 2 days ago
Strategy CEO Phong Le: Both $60K Bitcoin Sale and $80K Rebuy Were Right Calls

Strategy CEO Phong Le: Both $60K Bitcoin Sale and $80K Rebuy Were Right Calls

Phong Le explains how cost of capital, not price, drives Strategy's Bitcoin trading decisions

BTCUSD
Blockonomi | 2 days ago
Zepp Health Corporation (ZEPP) Q2 2026 Earnings Call Transcript

Zepp Health Corporation (ZEPP) Q2 2026 Earnings Call Transcript

Zepp Health Corporation (ZEPP) Q2 2026 Earnings Call Transcript

Zepp Health Corp. Depositary Receipt logo ZEPP
Seekingalpha | 2 days ago
USD/JPY Volatility Jumps as BOJ Hike Risk Returns

USD/JPY Volatility Jumps as BOJ Hike Risk Returns

USD/JPY volatility has returned to the spotlight after a sharp yen move late in the Asian session initially raised questions over whether Japanese authorities had stepped back into the market.

USDJPY
Forex | 2 days ago
XRP News: Smart Money Is Behind Billions in ETF Inflows

XRP News: Smart Money Is Behind Billions in ETF Inflows

XRP ETFs hit $1.6B in inflows as investment advisers lead buying. Full price analysis, key levels, and an early-stage presale alternative.

XRPUSD
Cryptonews | 2 days ago
Europe Joins Global Bond Selloff as Middle East Hostilities Lift Oil Prices

Europe Joins Global Bond Selloff as Middle East Hostilities Lift Oil Prices

The 10-year Bund yields reached their highest since 2011 and yields on U.K. 10-year government bonds climbed to their highest level since 2007.

Global Technologies Ltd. logo GTLL
Wsj | 2 days ago
500M XRP withdrawn from Binance, impacting sell-side liquidity

500M XRP withdrawn from Binance, impacting sell-side liquidity

Reduced sell-side liquidity from XRP withdrawals may signal long-term bullish sentiment, impacting market dynamics and future price trends. 500M XRP withdrawn from Binance, impacting sell-side liquidity.

XRPUSD
Cryptobriefing | 2 days ago

How Bitcoin Is Changing Online Casino Transactions

Explore Bitcoin's role in casino transactions for 2026, featuring faster deposits, lower fees, and enhanced privacy for players worldwide.

BTCUSD
Blockonomi | 2 days ago

Incyte Corporation: Why Jakafi Is No Longer The Real Story Here

Incyte Corporation is transitioning from a Jakafi-centric model to a diversified, multi-franchise biotech with several late-stage pipeline assets. 2Q26 results showed 17% underlying net sales growth, broad-based portfolio expansion, and strong operating leverage despite one-time Opzelura CMS benefits. INCY's pipeline maturity and upcoming 2H26 clinical readouts across dermatology, hematology, and oncology are pivotal for validating its multi-engine growth thesis.

Incyte Corporation logo INCY
Seekingalpha | 2 days ago

Why OpenAI's smartest new model could become a headache for Microsoft stock

Microsoft's relationship with OpenAI has been central to its artificial intelligence strategy, but a forthcoming model highlights a growing risk as more powerful AI may also become harder to deploy quickly. OpenAI said on September 1 that Astra has reached the “Critical” cybersecurity capability threshold under its Preparedness Framework, the first OpenAI model to receive that designation.

Microsoft Corp. logo MSFT
Invezz | 2 days ago

Paladin Energy Highlights Langer Heinrich Ramp-Up, PLS Licensing Path at Investor Day

Paladin Energy TSE: PDN said it completed the ramp-up of its Langer Heinrich uranium mine in Namibia during fiscal 2026, while advancing its Patterson Lake South, or PLS, project in Saskatchewan toward a targeted construction-license decision by the end of 2027.

Paladin Energy Ltd logo PALAF
Marketbeat | 2 days ago

UNI Jumps 16% as Robinhood Chain DEX Volume Hits $1.3B

Robinhood Chain recorded 5.52 million daily transactions as tokenized stocks and meme coins create new trading pairs across the network.

UNIUSD
Cryptopotato | 2 days ago

Bitcoin ETFs notch best month of 2026 as BTC gains 25% in August

US spot Bitcoin ETFs reduced their year-to-date net outflows by 66% as Bitcoin gained about 25% in August, while Ether ETFs turned positive year-to-date at $732 million and XRP ETFs reached $502 million.

BTCUSD
Cointelegraph | 2 days ago

Hydreight Technologies: A Strong Quarter With Some Yellow Flags (Rating Downgrade)

Hydreight Technologies is downgraded from Strong Buy to Buy after Q2 2026 revealed slowing sequential growth and margin pressure. NURS Q2 revenue grew 12% QoQ to $28M, missing expectations and raising concerns about achieving FY2026's $150M guidance. Gross margin fell to 19.4% due to increased pharmacy sales and pricing concessions, while cash burn remained elevated amid rapid expansion.

Yellow Corp. logo YELLQ
Seekingalpha | 2 days ago

Capital B raises €7.6 million in Adam Back deal to expand Bitcoin treasury

Capital B has raised €7.6 million from strategic investor Adam Back through a new private placement that could fund the purchase of 376 more Bitcoin and take its holdings to 3,521 BTC. Capital B said on Sept.

BTCUSD
Crypto | 2 days ago

USD/JPY Turns Lower as BOJ Hawk Echoes Bessent

USD/JPY has printed a bearish reversal candle on the four-hourly timeframe, followed by a break of the uptrend in place since August 20, with the move backed by a clear fundamental catalyst as BOJ officials continue to portray a far more hawkish outlook than what was seen earlier in the year.

USDJPY
Forex | 2 days ago

Hyperliquid (HYPE) Surges to $83 After Hashdex ETF Addition and Whale Activity

The HYPE token from Hyperliquid is currently valued at approximately $83, marking a 1.29% increase following the simultaneous announcement of two significant developments. Investment firm Hashdex incorporated HYPE into its diversified spot cryptocurrency ETF, while Hyperliquid Strategies expanded its equity financing capability to $2.5 billion.

HYPEUSD
Blockonomi | 2 days ago

EPAM Systems: AI Is Eating The Old Business, But 8.7x Earnings Is Too Cheap

EPAM Systems faces near-term revenue headwinds as AI cannibalizes legacy services, but trades at just 8.7x forward non-GAAP earnings. AI-native revenue now exceeds 11% of EPAM, growing double-digit sequentially, while margins and adjusted EPS are improving despite flat topline growth. Engine Capital's activist push for a $750M buyback leverages EPAM's strong balance sheet and could materially shrink the share count at current valuations.

Epam Systems Inc. logo EPAM
Seekingalpha | 2 days ago

Aminex jumps 24% as Ntorya targets first gas in December

Aminex PLC (LSE:AEX) shares jumped almost 24% to 1.95p after the company's revised implementation programme had been agreed for the Ntorya gas development in Tanzania, targeting first production in December 2026. The shares were up 23.8% from their previous close of 1.58p.

Aminex PLC logo AEXFF
Proactiveinvestors | 2 days ago

US Commerce Department Deploys Chainlink (LINK) Oracles to Broadcast GDP Data Across 10 Blockchains

In a groundbreaking move, the US Department of Commerce has integrated Chainlink's oracle infrastructure to transmit verified economic statistics onto public blockchain networks. The Bureau of Economic Analysis serves as the source for three critical metrics: real GDP figures, the PCE Price Index, and Real Final Sales to Private Domestic Purchasers.

LINKUSD
Blockonomi | 2 days ago

Strategy CEO defends selling BTC at $60K, buying at $80K

Strategy CEO Phong Le says capital costs justified selling Bitcoin near $60,000 before buying 4,603 BTC at an average $80,318.

BTCUSD
Crypto | 2 days ago

Volvo Car Sales Slip on China, U.S. Weakness

Global sales fell 7.4% on year in the quarter, with demand hit by continuing market challenges in the U.S. and China.

Volvo Car AB ADR logo VLVCY
Wsj | 2 days ago

Circle expands USDC trading reach across OKX markets

Circle and OKX have expanded their USDC partnership to increase the stablecoin's liquidity and use across spot, margin and futures markets on the crypto exchange. Circle said on Sept.

USDCUSD
Crypto | 2 days ago

USD/JPY Forecast: One Last Dollar Rally, Then a Two-Year Yen Recovery?

Westpac analysts expect USD/JPY to test 162 in September before retreating to 154 by end-2027 and 146 by the end of 2028. The US Dollar to Japanese Yen (USD/JPY) exchange rate slipped to 159.6004 on Wednesday, leaving Westpac's September forecast target of 162 around 1.5% above spot.

USDJPY
Exchangerates | 2 days ago

Legence: Expecting A Bounce Back In 2027

Legence Corp. is rated a Strong Buy, driven by robust earnings growth and integration benefits from the Bowers Group acquisition. Despite margin pressure from Bowers, LGN raised guidance, now targeting $450 million adjusted EBITDA in 2026 and trading at an attractive 9.39x EV/EBITDA. Private equity selling, notably Blackstone reducing its stake from 72% to 47%, has weighed on sentiment but does not reflect LGN's growth trajectory.

Legence Corp. logo LGN
Seekingalpha | 2 days ago

Arbitrum (ARB) Rallies 30% as Robinhood Chain Records $1.92M Daily Revenue Milestone

The ARB token from Arbitrum witnessed a substantial 30%+ price increase within a 24-hour trading period, pushing its value to approximately 11 cents and escaping the 7–10 cent price corridor that had persisted since June 2026.

ARBUSD
Blockonomi | 2 days ago

Arbitrum Holds $0.11 as Robinhood Chain Fuels ARB Rally

Arbitrum's ARB holds near $0.11 after a sharp rally as Robinhood Chain revenue boosts the Arbitrum ecosystem. Key ARB price levels and risks.

ARBUSD
Altcoinbuzz | 2 days ago
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