Stock Market & Financial News
Nebius Group N.V. (NBIS) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
Nebius Group N.V. (NBIS) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
NBIS -10.08% Onsemi's Investor Day Next Week Could Change Everything
On Semiconductor (ON) is positioned for a potential re-rating ahead of its Investor Day 2026, driven by a massive TAM upgrade to $213B by 2030. The $7B Synaptics acquisition expands ON's TAM by 233%, despite a 12-14% shareholder dilution and balance sheet concerns. ON's growth hinges on capitalizing on the AI data center shift to 800V DC power, with management targeting higher fab utilization and gross margins.
ON -4.34% NIKE Highlights Running Growth, Sport Offense Reset at Annual Meeting
NIKE NYSE: NKE used its 46th annual shareholder meeting to outline progress in its business reset, emphasizing a sport-focused operating model, growth in performance categories and efforts to improve its marketplace execution.
NKE -0.08% Venice Token Leads Gains Amidst Morpho's Notable Decline in Market
Venice Token led the market with a 32.29% surge, reaching $24.92.
Dogecoin goes live on Solana as volume hits $19M – Will demand last?
Does DOGE's modest price drop over the last 24 hours raise any concerns?
Disney: The Next Phase Of Its Transformation Could Be Much Bigger
The Walt Disney Company remains a Buy, supported by strong Q3 performance, robust Experiences segment growth, and accelerating DTC profitability. DIS reiterates its full-year outlook, targets at least $9B in FY26 buybacks, and continues ecosystem expansion, including a next-stage Disney+ launch in 2027. Potential strategic moves and major franchise revamps could drive long-term turnaround and content leadership alongside the ongoing investments and expansion.
DIS +0.39% 
Versant Media Group, Inc. (VSNT) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
Versant Media Group, Inc. (VSNT) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
VSNT -0.26% 
3 Stocks Soon Joining the S&P 500
The S&P 500 is set for another shakeup, with Bloom Energy (BE), Everpure (P), and Illumina (ILMN) all joining in the next quarterly rebalancing near the end of September.
ILMN +0.21% 
Airbnb, Inc. (ABNB) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
Airbnb, Inc. (ABNB) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
ABNB +0.89% 
InnovAge Holding Corp. (INNV) Q4 2026 Earnings Call Transcript
InnovAge Holding Corp. (INNV) Q4 2026 Earnings Call Transcript
INNV +0.67% 
AUDUSD Hits Four-Month High, Overbought Studies Warn That Bulls May Start Losing Traction
AUDUSD extends the latest upleg from 0.7121 higher low into fifth consecutive day, underpinned by growing expectations for RBA rate hike at the policy meeting on Sep 29.
Bitcoin Volatility at Historic Low as Long-Term Holders Dominate
Bitcoin's one-month realized volatility is historically low, according to Glassnode, whose statistical analysis identifies long-term holder supply as the leading explanatory variable. Market capitalization, trading turnover, and derivatives positioning show substantially weaker relationships. Long-Term Holder Supply Leads Glassnode's Analysis Bitcoin was trading at $78,449.
Rivian Automotive, Inc. (RIVN) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
Rivian Automotive, Inc. (RIVN) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
RIVN -3.14% 
Nutanix, Inc. (NTNX) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
Nutanix, Inc. (NTNX) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
NTNX -4.16% 
Braze, Inc. (BRZE) Q2 2027 Earnings Call Transcript
Braze, Inc. (BRZE) Q2 2027 Earnings Call Transcript
BRZE -2.35% 
Alexium International Group Limited (AXIIF) Q4 2026 Earnings Call Transcript
Alexium International Group Limited (AXIIF) Q4 2026 Earnings Call Transcript
AXIIF 0% 
ServiceTitan, Inc. (TTAN) Q2 2027 Earnings Call Transcript
ServiceTitan, Inc. (TTAN) Q2 2027 Earnings Call Transcript
TTAN +1.3% 
Space and Time Integrates Chainlink Privacy Tech to Verify Private Lending Collateral
Space and Time announced the adoption of Chainlink's privacy standard within its Virtual Vaults architecture. Through this integration, institutional lenders will be able to verify asset backing conditions in real time without requiring direct access to borrowers' wallets or their private API credentials, resolving one of the primary confidentiality barriers in decentralized finance (DeFi).
PBOC sets USD/CNY reference rate at 6.7769 vs. 6.7804 previous
PBOC sets USD/CNY reference rate at 6.7769 vs. 6.7804 previous
Celsius Holdings, Inc. (CELH) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcript
Celsius Holdings, Inc. (CELH) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcript
CELH -2.72% 
Tyler Technologies, Inc. (TYL) Presents at Citi's 2026 Global TMT Conference Transcript
Tyler Technologies, Inc. (TYL) Presents at Citi's 2026 Global TMT Conference Transcript
TYL +0.93% 
Liftoff Mobile, Inc. (LFTO) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
Liftoff Mobile, Inc. (LFTO) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
LFTO -3.05% 
AH Realty Trust: A High Preferred Yield From A Quality Balance Sheet
AH Realty Trust (AHRT) stands out among CRE REITs in 2026, with flat equity performance and strong fundamentals. AHRT's strategic pivot included divesting multifamily assets above book value, validating embedded value and management acumen. The REIT maintains high occupancy (95% retail, 96.7% office), robust FFO, and conservative payout ratios, supporting a resilient balance sheet.
AHRT -3.64% 
Visa CEO Says AI Shopping Has Arrived but Agentic Payments Haven't
Artificial intelligence may be changing where consumers decide what to buy before it changes where they pay for it. “We are seeing adoption for shopping, but not yet for autonomous payments,” Visa CEO Ryan McInerney said Tuesday (Sept.
V -1.17% 
Xometry, Inc. (XMTR) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
Xometry, Inc. (XMTR) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
XMTR -11.82% 
Amdocs Limited (DOX) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
Amdocs Limited (DOX) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
DOX +0.39% 
Super Micro Computer Sees AI Demand Driving Growth, Diversification and Cash Flow
Super Micro Computer NASDAQ: SMCI said demand for AI infrastructure remains strong as the company works to expand its customer base, increase the value of its systems offerings and improve cash conversion through more favorable customer contracts.
SMCI -8.42% 
Aerodrome surges 16% – Will its $8M Q3 loss stall AERO's rally?
AERO shows decent growth in TVL and volume, but it continues to face pressure from protocol losses and the spot market.
Americold Realty Trust: This 6.5% REIT Is A Hold
Americold Realty Trust is rated 'Hold' despite a 6.5% dividend yield and improved balance sheet post-EQT JV. COLD raised full-year AFFO guidance to $1.26–$1.32/share, but AFFO/share is expected to decline for a second consecutive year. Same-store NOI continues to contract due to persistent power and labor cost pressures, challenging margin recovery.
COLD -1% 
Compound Opens Institutional Lending Market as DeFi Targets Bigger Players
Compound deployed the Compound Institutional Market on September 8, 2026, on top of the Compound v3 base architecture. The platform supports four specific assets as collateral: ETH, wstETH, WBTC, and cbBTC, featuring higher loan-to-value ratios than the retail standard.
