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AMD's Whole AI Story Has One Threat It Cannot Ignore: Broadcom

AMD's Whole AI Story Has One Threat It Cannot Ignore: Broadcom

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.

Advanced Micro Devices, Inc. logo AMD -2.03%
247wallst | 1 month ago

USD/JPY outlook: Japanese yen extends gains, hits the highest in over six months

USD/JPY outlook: Japanese yen extends gains, hits the highest in over six months

USDJPY +0.04%
Fxstreet | 1 month ago

Parsons' Pullback May Give Defense and Infrastructure Investors a Second Look

Parsons TodayPSNParsons$47.55 -0.03 (-0.06%) As of 09/4/2026 03:58 PM Eastern52-Week Range$36.26▼$89.50P/E Ratio32.79Price Target$64.08Add to WatchlistParsons Corp. NYSE: PSN is one of the few companies to sit at the intersection of two high-demand growth industries that investors often consider separately: critical infrastructure and defense modernization. While many companies are pivoting toward defense—and plenty of defense-focused investments have done very well so far this year—Parsons has seen share prices go the opposite direction.

Parsons Corporation logo PSN +4.79%
Marketbeat | 1 month ago

Hyperliquid tests allowlists that let operators restrict access to their own markets

HIP-3* adds venue-scoped controls without changing existing permissionless markets.

HYPEUSD +0.54%
Cryptoslate | 1 month ago
Analyst Predicts XRP Could Surge 342% as Bullish Golden Cross Nears

Analyst Predicts XRP Could Surge 342% as Bullish Golden Cross Nears

XRP trades near $1.40 as a bullish setup strengthens, while an analyst sees potential upside toward $6.19–$8.07.

XRPUSD -0.44%
Coinpaper | 1 month ago
Strategy Is Down More Than 50% in 12 Months. One Analyst Thinks the Stock Is About to Triple

Strategy Is Down More Than 50% in 12 Months. One Analyst Thinks the Stock Is About to Triple

One analyst has a price target on Strategy that would require the stock to do something most investors would consider almost impossible right now, and his reasoning is harder to dismiss than it sounds.

Coinbase Global, Inc. logo COIN +4.3%
247wallst | 1 month ago
Netflix Has Momentum Despite Being Down in 2026. One Analyst's Price Target Implies 70% Upside

Netflix Has Momentum Despite Being Down in 2026. One Analyst's Price Target Implies 70% Upside

Netflix has shed more than a third of its value while the broader market climbs, yet one Wall Street analyst sees a path back that would leave today's sellers deeply regretting their exits.

Netflix, Inc. logo NFLX -1.77%
247wallst | 1 month ago
Nvidia: Building An AI Ecosystem

Nvidia: Building An AI Ecosystem

Nvidia is evolving into a full-stack AI computing platform, leveraging its CUDA ecosystem and strategic acquisitions like Hugging Face. I initiate a Buy rating on NVDA, citing strong growth, competitive AI ecosystem advantages, and robust Q2 results, but advocate for a modest position size. Risks include intensifying competition from AMD, ASICs, and geopolitical headwinds in China, as well as circular financing concerns tied to customer investments.

NVIDIA Corporation logo NVDA -0.52%
Seekingalpha | 1 month ago
Zcash hits highest price since 2016 as market cap tops $20B

Zcash hits highest price since 2016 as market cap tops $20B

ZEC gained 45% over the past week, extending its rally since Grayscale converted its Zcash Trust into an ETF that began trading Aug. 25.

ZECUSD +0.88%
Cointelegraph | 1 month ago
EUR/USD forecast: Currency Pair of the Week | September 7, 2026

EUR/USD forecast: Currency Pair of the Week | September 7, 2026

The higher oil goes, the worse it may get for the euro, which, to be fair, has performed well during the more recent rises in.

EURUSD +0.13%
Forex | 1 month ago

Vitalik Buterin Doubles Down on Crypto While Bitcoin's AI Security Debate Gets Louder

Liron Shapira puts a 50% confidence claim on the possibility of BTC crashing by over 50% within 2 years. Vitalik Buterin's response highlights that roughly 90% of his net worth is already in crypto.

BTCUSD -0.25%
Thenewscrypto | 1 month ago

The Amazon cargo plane that crashed in Miami nearly hit a parking lot full of Tesla Cybercabs

An Amazon Prime Air Boeing 767 crashed in Miami after overshooting the runway, killing five people. The plane came to a halt just short of a parking lot full of Tesla Cybercabs.

Tesla, Inc. logo TSLA +2.05%
Businessinsider | 1 month ago

GBP/JPY Price Forecast: Six-month lows at the 209.20 area under pressure

GBP/JPY Price Forecast: Six-month lows at the 209.20 area under pressure

GBPJPY 0%
Fxstreet | 1 month ago

XRP Jumps 57% From August Low as Sept. 15 CLARITY Act Vote Nears

XRP has rebounded about 57% from its August low as futures volume hits $11.37B, raising both breakout hopes and leverage risk before Sept. 15.

XRPUSD -0.44%
Coinpaper | 1 month ago

Ares Capital: Growing Backlog Can Convert To Higher Earnings (Rating Upgrade)

Ares Capital is upgraded to a buy, trading at a rare sub-average premium to NAV and offering a 9.6% dividend yield. ARCC's $1.5B backlog, floating-rate portfolio, and new $1B commercial paper program position it well for a higher-rate environment. Portfolio diversification remains strong, with minimal AI/software risk and robust spillover income supporting distributions.

Ares Capital Corporation logo ARCC -0.96%
Seekingalpha | 1 month ago

Bitcoin Slide Ends Weekend Altcoin Push, While PI Maintains Strong Resistance Zone

Bitcoin fell below $80,000 after another failed breakout, cooling a weekend altcoin rally and coinciding with declining futures open interest and softer funding rates. Pi Network's PI remained above $0.09 and tested resistance near $0.095, showing relative stability while several larger crypto assets struggled or reversed.

BTCUSD -0.25%
Crypto-economy | 1 month ago

Weekly forex forecast: EUR/USD, XAU/USD, GBP/USD, USD/JPY, Bitcoin and more [Video]

Weekly forex forecast: EUR/USD, XAU/USD, GBP/USD, USD/JPY, Bitcoin and more [Video]

XAUU
XAUUSD +0.25%
Fxstreet | 1 month ago

Markets tilt toward September rate hikes: Five things to know in Bitcoin this week

This week's CPI and PPI prints, along with the Fed's Sept. 16 rate decision, could determine whether Bitcoin can secure $80,000 as a support level.

BTCUSD -0.25%
Cointelegraph | 1 month ago

lululemon: An 18% Crash Is Not A Buy Signal

lululemon athletica receives a 'Sell' rating despite a sharp post-earnings drop and tempting valuation near $100. Core business momentum is deteriorating: Americas revenue fell 8%, comps down 12%, and Q3 guidance signals another 10–11% decline. Headline margin strength is misleading, as a one-time $134.5M tariff refund inflated gross margin by 560 bps; underlying profitability is weakening.

lululemon athletica inc. logo LULU +1.96%
Seekingalpha | 1 month ago

Powering the AI Boom: Uranium's $95 Spark

Wall Street expects a structural supply bottleneck as tech hyperscalers secure multi-decade nuclear agreements to power advanced artificial intelligence data centers. With long-term uranium targets upgraded to about $95 per pound and a confidential Westinghouse IPO on the horizon, institutional capital is systematically front-running utility companies before legacy supply contracts fully expire.

Bwx Technologies Inc. logo BWXT +1.13%
Marketbeat | 1 month ago

Ethereum price stalls below $2,500 as momentum weakens

Ethereum price traded near $2,493 on Sept. 7 after failing to hold above $2,500, while weakening momentum and nearby liquidation clusters kept ETH within a narrow range.

ETHUSD +0.47%
Crypto | 1 month ago

Ethereum Breakout Incoming? $300M in ETH Leaves Exchanges as Analyst Eyes Next Big Target

Is the altcoin preparing for the next leg up?

ETHUSD +0.47%
Cryptopotato | 1 month ago

McCormick: An Attractive Opportunity For Long-Term Growth

McCormick & Company earns a Buy rating, supported by margin expansion, operational efficiency, and a robust innovation pipeline for 2026. MKC's adjusted operating income rose 30.1% in Q2 and 24.8% in H1, with margins expanding despite higher special charges and debt. The planned combination with Unilever Foods by mid-2027 could create a $20 billion global business, enhancing long-term growth prospects.

McCormick & Company, Incorporated logo MKC -2.46%
Seekingalpha | 1 month ago

Ripple's RLUSD Sees Massive Repositioning From XRP Ledger to Ethereum

As the adoption of the Ripple stablecoin RLUSD continues to grow, it appears that Ripple has continued to reshuffle the tokens to continue pumping the available supply on Ethereum.

XRPUSD -0.44%
U | 1 month ago

Ethereum's Vitalik Buterin puts 60% odds on a cryptography breakthrough that could weaken Wall Street middlemen

The 60% applies to an undated outcome for all three primitives; only at least one, probably SNARKs, is tied to decade-end.

ETHUSD +0.47%
Cryptoslate | 1 month ago

Tesla vs SpaceX: Elon Musk's Two Companies Are Chasing the Same AI Prize. Only One Is Positioned to Win It

Elon Musk is running two separate companies toward the same AI finish line, but their strategies, cash positions, and timelines could not be more different.

Tesla, Inc. logo TSLA +2.05%
247wallst | 1 month ago

Eni, Petronas to explore biofuel development for motorsport

Italy's Eni and Malaysia's Petronas have signed an agreement ​to explore the development of ‌a high-performance bio-gasoline for motorsport races, the Italian energy group said on ​Monday.

Eni S.p.A. Sponsored ADR logo E +0.68%
Reuters | 1 month ago

DHT Holdings: Doing All The Right Things As Leverage Declines And The Fleet Grows

DHT Holdings remains a Strong Buy, driven by surging VLCC spot rates and a forward yield now at 24%. Q2 spot market day rates soared 45.4% sequentially, fueling a 23.1% share price rally and robust dividend prospects. DHT's low operating costs, young fleet, and deleveraging balance sheet provide resilience even if day rates decline sharply.

DHT Holdings Inc. logo DHT -1.16%
Seekingalpha | 1 month ago

Procter & Gamble: A Dividend King Facing A New Consumer Reality

Procter & Gamble remains a Hold as valuation offers limited margin of safety amid ongoing macro and consumer headwinds. PG posted weak FY26 results, with 1% organic sales and Core EPS growth, and forecasts only 1–3% organic sales growth for FY27. Rising private label competition, cost pressures, and a $1 billion after-tax headwind challenge PG, despite strong free cash flow and a well-covered ~3% dividend yield.

Procter & Gamble Co logo PG +0.42%
Seekingalpha | 1 month ago

Novo scraps two more heart drug trials, further dimming growth beyond obesity

Novo Nordisk said on Monday it had halted two additional trials of ​its experimental cardiovascular drug ziltivekimab, further denting ‌the Danish drugmaker's efforts to diversify beyond its blockbuster obesity and diabetes franchise.

Novo Nordisk A/S Sponsored ADR logo NVO +1.2%
Reuters | 1 month ago
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