Vistra (VST) remains a Buy, offering diversified power generation, robust profitability, and resilience amid evolving power market fundamentals. Q2 adjusted EBITDA surged over 30%, driven by strong Texas and PJM generation, with management guiding 2026 results at or above midpoint. Cogentrix acquisition and Meta contracts are expected to offset ERCOT weakness, though the deal increases leverage and dilutes recent share buybacks.
Bitcoin's first golden cross since May 2025 has arrived, but BTC faces an $83K–$86K resistance wall, ETF outflows and fresh Fed rate risk.
BridgeBio pharma has delivered multiple clinical and commercial successes, yet shares have repeatedly sold off after positive catalysts. Infigratinib's dwarfism trial outperformed the market leader, and Attruby continues to beat sales estimates, with management now guiding higher peak sales. Recent competitor setbacks and new data on Attruby's kidney benefits and hospital day reduction further strengthen BBIO's commercial outlook.
TransparentBusiness Inc., which does business as Unicoin, filed a complaint on September 8 in the U.S. District Court for the Southern District of New York against Universal Navigation Inc., doing business as Uniswap Labs. Unicoin seeks declarations that its UNICOIN mark does not infringe or dilute Uniswap's UNI, UNISWAP or UNICHAIN marks.
Vista Gold is developing the Mt. Todd project in Australia, targeting production by 2030 with key milestones over the next two years. I maintain a 'Hold' rating, as recent feasibility changes and elevated gold prices suggest VGZ trades near fair value despite attractive upside at higher spot prices. Operational modifications—reducing processing capacity to 15k tpd and raising cut-off grades—aim to improve margins and marketability but introduce execution and regulatory risks.
Tokyo Electron commands leading market shares across key semiconductor equipment categories, including a near-monopoly in coaters/developers. Despite declining China sales, TOELY is reallocating resources to advanced-node growth areas like etching, wafer bonding, and EUV-related equipment. My blended fair value estimate is ~$220, implying 29% upside from current levels and supporting a 'Buy' rating with a gradual position build and partial hedging.
If ever there were a stock that captured the hopes and fear of the AI trade, it's Oracle.
Energy Transfer stock continued its strong rally, reaching its all-time high, as energy prices continued rising. ET also jumped to a record high as the company prepares to make a big move from New York to Texas.
The airline said it expects available seat miles to increase 1.5% to 3.5% during the third quarter, versus prior guidance of 3%-to-6% growth.
Resurgent oil and gas prices have reignited concerns over price pressures.
XRP and Stellar are showing early signs of a trend shift, with buyers repeatedly defending key support during recent pullbacks.
Alphabet just handed investors a week of underperformance against the Nasdaq that looks nothing like the fundamentals underneath it, and there is a specific combination of valuation and growth rate that keeps pulling me back to the buy button.
A10 Networks (ATEN) remains a BUY after a 35% correction, trading at a 69% forward EV/EBITDA discount to peers. ATEN's 2Q26 results showed 15.5% revenue growth, driven by enterprise AI deployments; management raised full-year revenue and EPS guidance. Enterprise customers now comprise 60% of revenue, offsetting telecom weakness; AI-related services and the Microsoft partnership are key growth drivers.
Traditionally speaking, advisors and investors don't typically associate value strategies with tech exposure. Key Takeaways: While value strategies don't usually embrace tech companies, tech stocks can certainly find their way into an experienced value portfolio.
XStable's integration with Sui could democratize access to precious metals and FX markets, enhancing liquidity and reducing counterparty risks. XStable partners with Sui to bring gold and FX markets on-chain.
Bitcoin traded near $78,000 after losing Wednesday's rebound, with BTC down about 2% over 24 hours and 5.1% below last week's high. Memecoins and small caps led the retreat, with PONS falling more than 26%, while DASH, LIT, ARB, PUMP, TRUMP and UNI also posted double-digit losses.
Bitcoin price extended its decline below $78,000 on Sept. 10 as fading momentum, elevated Treasury yields and caution before U.S. inflation data kept buyers on the sidelines.
Kinder Morgan NYSE: KMI expects its natural gas business to remain its primary growth engine, supported by rising demand tied to liquefied natural gas exports and power generation, Chief Executive Officer Kim Dang said at a Barclays conference.
Liquidity is showing early signs of recovery, but Bitcoin needs stronger stablecoin inflows before the rebound becomes truly convincing.
Duke Energy (DUK) offers a compelling long-term buy, leveraging regulated profits from essential infrastructure and a stable, growing dividend. DUK's expansive grid, nuclear fleet, and disciplined capital allocation position it to benefit from rising electricity demand, especially from data centers. My 2027 adjusted EPS estimate is $7.08, supporting a fair value target of $135 based on a 19x multiple and a 3.6% dividend yield.
Product launches show cost-conscious consumers remain a focus for the iPhone maker.
Vistra just signed 20-year nuclear deals with Meta and AWS, acquired thousands of megawatts of gas generation, and committed a billion dollars to an AI venture with NVIDIA and KKR.
XRP is appearing beside Bitcoin, Ether and Solana in federal ETF rules while Montreal-listed XRP ETF options remain cleared for U.S. sale.
While everyone fixates on chips and software, one 100-year-old manufacturer is quietly racking up orders that stretch to 2030 and posting the biggest quarter in its history, powered by the same AI buildout driving Nvidia headlines.
Coinbase is partnering with Moov to increase access to stablecoin capabilities such as acceptance, settlement and real-time funding for community banks and credit unions ahead of a key vote in the U.S. Senate next week. The partnership, shared exclusively with CNBC, comes just days before a crucial preliminary vote on the Senate floor to advance the Clarity Act.
Eversource Energy maintains a Buy rating, supported by a robust $26.5B capex plan, strong cash flow, and investment-grade balance sheet. ES targets 5%-7% annual non-GAAP EPS growth, with a rebound expected post-2026 and a 4.5% forward dividend yield above the sector median. Recent Aquarion Water sales and Moody's outlook upgrade further strengthen ES's risk profile and credit metrics, supporting capital allocation plans.
GBP/JPY Price Forecast: RSI signals exhaustion after a steep 4% decline
Euro: Upside bias within defined band against US Dollar – UOB
Zijin Mining Group (ZIJMF) is leveraging strong operating cash flows and diversified asset growth, reducing dependence on Kamoa-Kakula for future earnings. Julong's expansion and early-stage lithium contributions demonstrate ZIJMF's ability to deliver production growth while maintaining flexibility and mitigating single-asset risk. ZIJMF trades at a 33.6% P/E discount to sector median, with valuation supported by ongoing expansion execution rather than commodity price reliance or unverified NAV claims.
The updated forecast came as the footwear-and-accessories company recorded higher profit despite lower sales in the second quarter.