Stock Market & Financial News
Nvidia: Blackwell, Rubin And A 0.48x PEG Are Hard To Ignore
I rate Nvidia Corporation a strong buy with a $350 price target, as the market underestimates the durability and magnitude of its earnings cycle. NVDA's Q2 2027 revenue surged 106% y/y to $96.2B, with accelerating growth and Q3 guidance of $108B revenue and a 74% non-GAAP gross margin. Nvidia's 0.48x FWD non-GAAP PEG remains the strongest valuation argument, in my view.
PEG Texas Instruments: Rating Upgrade On Stronger Sales Outlook
Industrial segment recovery and rapid Data Center expansion, supported by the Nvidia partnership, are key drivers for Texas Instruments' revised five-year average revenue growth forecast of 13.5%. Data Center is projected to grow from 8.6% of total revenue in 2025 to 25.2% by 2028, contributing up to 65.7% of total revenue growth by then. While Texas Instruments' Data Center partnership with Nvidia is not exclusive, its broad Analog portfolio positions it to capture significant end-market growth despite competitive risks.
TXN Jim Cramer Cheered Marvell's $12 Billion Google Deal but the Stock Just Fell Nearly 10%
Jim Cramer celebrated a blockbuster Google deal as proof that Marvell's CEO scores again, but the stock just shed nearly 10% after the earnings call revealed something the headline never mentioned.
GOOG Clear Secure: Beginning To Flex Its Pricing Power
Clear Secure offers a compelling non-AI growth narrative, with strong Q2 results and a recent pullback creating an attractive entry point. YOU posted 27% y/y revenue growth, accelerating membership expansion, and robust pricing power, with 15% y/y CLEAR+ member growth to 8.33 million. Operating leverage is materializing: direct labor costs fell 450bps and adjusted EBITDA margin rose 900bps to 34.6%, with 71% YTD FCF margin.
YOU 
Aave commands 48% of DeFi loans, yet $17B sits idle – Here's why V4 matters!
Aave enters its next growth phase with a commanding lending lead and billions in liquidity still available for deployment.
American Airlines continues premium push with redesigned Boeing planes
American Airlines is upgrading its largest planes, which it uses for its most popular long-haul international flights. The carrier said its retrofitted Boeing 777-300ER planes will have 144 premium seats, including 70 lie-flat seats with sliding doors in its Flagship Suite section.
BA 
Southwest Airlines Jumps Into the Airport Lounge Competition
Four initial lounges are being built as the airline hopes to lure fliers to a new high-end credit card it plans to launch next year.
LUV 
XRP ETFs outperform Bitcoin ETFs by 100%
XRP ETFs outperformed Bitcoin (BTC) ETFs by roughly 106% on a net-flow basis on September 1, even as both cryptocurrencies experienced notable price declines.
Sandisk: This Time, The Market Is Wrong
Sandisk benefits from exceptional gross margins (71%) amid ongoing memory shortages, with further upside likely as demand continues to outpace supply. SNDK's capital efficiency is outstanding, boasting a 90% ROIC and an 82.1% ROIC-WACC spread, though future oversupply remains a key risk. Revenue growth estimates for SNDK are highly divergent, with FY27 projections ranging from $42B to $83B, highlighting significant market uncertainty.
ROIC 
Hyperliquid's HYPE token debuts in Hashdex's NCIQ ETF at 3.4% weighting
Hyperliquid's HYPE token joins Hashdex's NCIQ ETF as the fifth-largest holding at 3.36%, sitting behind Bitcoin, Ethereum, XRP, and Solana. Hyperliquid's HYPE token debuts in Hashdex's NCIQ ETF at 3.4% weighting.
Coinbase launches Canada's first 10x leveraged Bitcoin contracts
Coinbase's move could reshape Canada's crypto landscape, offering regulated leverage and potentially attracting more retail traders to the market. Coinbase launches Canada's first 10x leveraged Bitcoin contracts.
Implied Volatility Surging for Paylocity Stock Options
Investors need to pay close attention to PCTY stock based on the movements in the options market lately.
PCTY 
3 Low-Beta Defensive Stocks to Buy Amid Sinking Consumer Sentiment
ADM, WDFC and SYY offer low-beta exposure as weak consumer sentiment, rising oil prices and inflation weigh on spending.
ADM 
Nomura (NMR) is on the Move, Here's Why the Trend Could be Sustainable
Nomura (NMR) could be a solid choice for shorter-term investors looking to capitalize on the recent price trend in fundamentally sound stocks. It is one of the many stocks that passed through our shorter-term trading strategy-based screen.
NMR 
Copper Surges as Shifting Trade Policy and AI Demand Collide
Investors looking to capitalize on the artificial intelligence infrastructure boom have increasingly turned to basic materials, and industrial metals—copper chief among them—are having a moment few saw coming even a year ago. What started as a trade-policy story has fused with a structural demand story, and the combination is rewriting price records almost weekly.
BHP 
Do Options Traders Know Something About TriNet Stock We Don't?
Investors need to pay close attention to TNET stock based on the movements in the options market lately.
TNET 
CME Group Captures Larger Share of XRP Futures as Crypto Token Surges Almost 40% in Past Week
XRP advanced sharply in late August, rising from about $0.99 on August 17 to roughly $1.38 by August 31.
Strategy keeps STRC at 12% as Saylor has seven days to salvage the $10 billion Bitcoin yield product as costs spiral
Michael Saylor has roughly one week to orchestrate STRC's return to its $100 par value by his informal Sept. 8 target, but the financial machinery required to close the final gap is running hot.
Cellebrite: Mobile Forensics Leadership At A Compelling Valuation
Cellebrite offers ~90% recurring revenue and 117% net retention, anchored by mobile forensics leadership and new growth levers. Cellebrite is rated 'Buy' at ~$12, with a Fair Value estimate of $17.3, reflecting ~44% potential upside and a strong GARP profile. I see a narrow moat based on their leadership in mobile forensics, robust rule of X score, and cross-selling opportunities.
CLBT 
FuelCell Energy (FCEL) Reports Q3 Loss, Misses Revenue Estimates
FuelCell Energy (FCEL) came out with a quarterly loss of $0.64 per share versus the Zacks Consensus Estimate of a loss of $0.32. This compares to a loss of $0.95 per share a year ago.
FCEL 
Bitcoin signals potential bear market reversal
As Bitcoin (BTC) added more than $280 billion to its market capitalization over the past 30 days, reaching $1.54 trillion on September 2, 2026, the Bitcoin Cycle Momentum has signaled the onset of a macro bull run.
AMD: The Next $1 Trillion Company
Advanced Micro Devices, Inc. delivered strong Q2 results with 50% revenue and 82% EPS growth, driven by data center strength. Despite robust growth and guidance above consensus, gross margin is guided flat at 56% due to HBM4 cost pressures. Valuation remains elevated with a non-GAAP P/E of 81.72 and FCF yield at 1.1%, but the forward earnings outlook is more favorable post-drawdown.
AMD 
Lockheed Martin Stock Rises 12.6% YTD: Is There Still Room to Grow?
LMT's shares are outperforming as defense demand drives record backlog and new opportunities, but program risks and debt cloud the outlook.
LMT 
GEV Stock Rises 37.5% YTD: Time to Lock in Gains or Ride the Wave?
GE Vernova's shares are surging as grid and electricity demand drives backlog growth, but tariffs, supply risks and premium valuation pose challenges.
GEV 
Here's How CVS' Improving Balance Sheet Supports Deleveraging
CVS Health's strong cash generation, higher operating cash flow outlook and disciplined capital deployment support continued deleveraging in 2026.
CVS 
Credo's Optical Bet: Is a $600M+ Revenue Opportunity Taking Shape?
CRDO's AI-driven connectivity boom is accelerating, with optical growth and new silicon photonics products poised to fuel a major fiscal 2027 revenue inflection.
CRDO 
Daktronics (DAKT) Beats Q1 Earnings and Revenue Estimates
Daktronics (DAKT) came out with quarterly earnings of $0.4 per share, beating the Zacks Consensus Estimate of $0.35 per share. This compares to earnings of $0.33 per share a year ago.
DAKT 
Solana Price Prediction: Can ETF Momentum Push SOL Toward $300?
SOL holds $100 support as traders watch a potential move toward $117 after breaking its macro downtrend.
Is Dell stock a buy after earnings?
Dell Technologies (NYSE: DELL) delivered a stronger-than-expected fiscal second-quarter 2027 report, reigniting investor interest in the stock.
DELL 
