Stock Market & Financial News
One Number Tells Me Nvidia Stock Could Go Much Higher
A single data point buried in Nvidia's latest earnings call flipped my read on where this stock is actually headed, and the market has not caught up yet.
NVDA IREN: AI Pivot Is Finally Gaining Real Traction Now (Upgrade)
IREN Limited is successfully transitioning from Bitcoin mining to AI infrastructure, leveraging its data center expertise amid surging enterprise AI demand. IREN reports $4B in ARR and $707M FY2026 revenue, with multi-year contracts and $6.5B in GPU financing, validating its growth trajectory. Management's prepayment model and strong financing visibility reduce equity needs, supporting ambitious capacity and revenue expansion through 2030.
IREN XLE Tops August Sector Rankings as Energy Stocks Surge
The State Street Energy Select Sector SPDR ETF (XLE) gained 7.4% in August, according to State Street. That was the best performance among the 11 Select Sector SPDR funds that track the S&P 500.
XLE T. Rowe Price Global Distro Head Talks Active ETFs on Bloomberg
The active ETF universe grows week by week, with active ETF launches a key driver of overall ETF growth. Firms like T.
GTLL 
Bitcoin price outlook ahead of Sep 15-16 FOMC meeting
Bitcoin price slipped to $76,623 on September 2 as investors prepared for two events this month. The leading cryptocurrency lost 1.88% over 24 hours, extending weakness after failing to hold momentum above $80,000.
XRP Faces a New CLARITY Act Question as SEC Builds Blockchain Market Rails
XRP's regulatory debate is shifting from securities litigation toward how CLARITY Act and SEC rules integrate crypto into U.S. financial markets.
Immunic to host virtual relapsing MS R&D Day on September 9
Immunic Inc (NASDAQ:IMUX, FRA:10VA) announced that it will host a virtual research and development day focused on relapsing multiple sclerosis on September 9, as the biotechnology company prepares for topline results from its Phase 3 ENSURE trials expected by the end of 2026. The event will feature Immunic management, including CEO Erik Lundgren, chief medical officer Michael Panzara, chief scientific officer Hella Kohlhof and president and chief operating officer Jason Tardio.
IMUX 
Midnight Sun Mining shifts to targeted drilling as Phase Two begins at Dumbwa
Midnight Sun Mining Corp (TSX-V:MMA, OTCQB:MDNGF) has begun a Phase Two exploration program at its Dumbwa copper deposit in Zambia, the company said, shifting from broad systematic drilling to a more targeted strategy aimed at expanding higher-grade mineralization. The new phase builds on Phase One, which saw nearly 75,000 metres of drilling across the initial 11.5 kilometres of the roughly 20 kilometre Dumbwa copper-in-soil anomaly.
MDNGF 
XRP Reserve On Binance Hits Monthly Low After 500M-Token Exit
CryptoQuant data shows XRP reserves on Binance falling to their lowest monthly average since February 2024, after roughly 500 million tokens left the exchange over the past several months. The decline takes Binance's XRP balance from above 3.1 billion tokens in November 2025 to around 2.
Salesforce: Agentforce Is Turning The AI Threat Into A Growth Catalyst
I am initiating coverage of Salesforce with a Buy rating with a $430 price target, as AI is proving to be a monetization layer rather than a threat. My investment thesis is driven by Agentforce monetization, Data 360, and Informatica adoption, and modest acceleration across Salesforce's much larger application business. The valuation remains attractive despite the recent recovery, with CRM trading at a 0.97x forward non-GAAP PEG, roughly 19% below the sector median.
CRM 
ADP Says US Companies Added 38,000 Jobs in August
Private payrolls rose by 38,000 in August according to ADP research. Economists expected a gain of 47,000.
ADP 
Brown-Forman Quarterly Sales Slip on Tequila Slowdown
The whiskey giant's earnings per share outpace analysts' expectations; the company has contended with sluggish spirits market.
BF-A 
Nvidia and CrowdStrike Develop New Cybersecurity AI Models
Plus, models from Anthropic, Google and World Labs
CRWD 
When Governments Want to Direct Your Wealth, Bitcoin Offers an Exit
You have all probably heard the speech that Ursula von der Leyen, the European Commission President, gave at the annual conference “La Rencontre des Entrepreneurs de France 2026,” held on August 26th. It's been circulating on crypto Twitter like wildfire throughout the past few days.
Eos Energy (EOSE) Stock Surges 12% on $350M Google Energy Deal in West Virginia
Shares of Eos Energy Enterprises (EOSE) experienced a 12% surge on Wednesday following the announcement of a strategic partnership with MN8 Energy and Google to develop a combined solar and battery storage facility in West Virginia.
Tim Cook invokes Steve Jobs in his last message to Apple employees—just like he did when he became CEO
Today marks a historic turning point for Apple. After 15 years at the helm, Tim Cook is no longer the company's CEO.
AAPL 
Bancorp's Fintech Comeback Gains Momentum
The Bancorp, Inc. NASDAQ: TBBK has spent the past two years working to live down a credibility crisis, and its latest quarter suggests it is largely succeeding.
TBBK 
Dogecoin (DOGE) Invalidates Most Important Level Since May
After failing to establish a sustainable reversal during its August rally, Dogecoin has returned to a crucial technical zone. Arguably its most significant moving-average level since May, DOGE is currently trading at $0.0808, falling below the 100-day EMA near $0.0816.
$1,000 invested in Take-Two Interactive stock at GTA 6 gameplay reveal is now worth
Despite the long-standing hype and high viewership drawn by the Grand Theft Auto 6 (GTA6) extended look on August 27, Take-Two Interactive (NASDAQ: TTWO) stock investors have yet to see much gain from the video game's popularity.
TTWO 
Oil giant Chevron strikes agreement to expand Venezuela operations
Chevron is expanding its Venezuela oil operations with more than $7 billion in planned investment and new acreage as it targets sharply higher production.
CVX 
Dell Q2 Earnings: This Changes Everything (Rating Upgrade)
Dell Technologies Inc. delivered a record Q2 FY27, with revenue reaching $47B and non-GAAP EPS rising to $7.04. AI server demand remains exceptionally strong, with $60.9B in quarterly orders and a backlog climbing to a record $95B. Profitability improved alongside growth: ISG operating margin expanded to 15% from 8.8%, while ISG operating income rose 225% y/y.
DELL 
Samsara or UiPath: Which Stock Has a Clear Path to Profits?
Samsara and UiPath both report on the same afternoon, but one enters with a 42% monthly surge and a consensus price target below its current price, making the earnings bar look very different for each stock.
IOT 
Can gold price catch a bid? US labor market continues to struggle as ADP says 38K jobs created in August
After seeing significant selling pressure since the start of the week, the gold market is trying to find some solid ground as the private sector created fewer jobs than expected in August.
ADP 
Adam Back invests another $8.8 million in Capital B as bitcoin treasury firm targets 3,521 BTC
Capital B raised $8.8 million from Adam Back in a private placement as the French bitcoin treasury firm targets 3,521 BTC.
UTG: Rate Hike Fears Have Created A Buy-The-Dip Opportunity
Reaves Utility Income Fund offers a compelling 6.68% yield after a 14% selloff, with a recent 5% distribution increase and 22-year track record of uninterrupted monthly payouts. UTG's income profile is the strongest in recent coverage, with a wide yield spread over Treasuries and robust demand from accelerating hyperscaler data center CapEx. The market's rate hike fears have repriced UTG, but its distribution proved resilient through past aggressive tightening cycles, supporting a 'buy the dip' stance.
UTG 
Tesla vs. BYD: One Stock Could Be Poised for a Bigger Comeback
Tesla just posted record deliveries while its margins cratered, and BYD keeps selling millions of cars to a stock market that barely notices. Only one of these EV giants is actually set up for a bigger move from here.
TSLA 
There is 'a lot more pushback' on data center construction, Berkshire CEO Greg Abel tells CNBC
Berkshire Hathaway CEO Greg Abel commented that U.S. communities are resisting data center buildouts. There are over 4,700 data centers across the country and the number is growing.
BRK-A 
PG&E to invest $11.4 billion in California in 2027 as part of strategic review
Utility PG&E said on Wednesday it would invest about $11.4 billion in California in 2027 after deferring $2 billion of planned spending, as it launches a strategic review of its business and financing.
PCG 
ADP says businesses create the fewest new jobs in 7 months. Hiring slowed in the summer.
ADP said U.S. businesses created just 36,000 new jobs in august, a second small increase in a row that points to a slowdown in hiring during the summer.
ADP 
uniQure seeks US approval for Huntington's gene therapy after FDA reversal
Dutch gene therapy developer uniQure said on Wednesday it had applied for U.S. approval of its experimental treatment for Huntington's disease after the FDA reversed its earlier position on the drug, sending the company's shares up 5% in premarket trading.
QURE 
