Nvidia in Talks With Chip Startup Rebellions for Potential Deal
Nvidia Corp. is in early discussions with Korean AI chip designer Rebellions for potential collaborations, which could include a technical partnership, investment, or even an acquisition. Nvidia CEO Jensen Huang reportedly met with Rebellions co-founder Sunghyun Park to discuss a tie-up, as Nvidia continues its investment spree to maintain its leading role in the AI sector. Rebellions, valued at approximately $2.3 billion, specializes in neural processing units for data centers and has raised significant funding from investors including SK Hynix Inc., Samsung Ventures, and Arm Holdings Plc.
Marc Benioff's Salesforce Spent a Record $27 Billion on Stock Buybacks in a Single Quarter to Fight What He Calls the "SaaSpocalypse." Here's Why the Size of That Repurchase Matters.
Salesforce invested a record $27 billion in stock buybacks in the first quarter of 2026 to combat the "SaaSpocalypse" threat posed by generative AI. CEO Marc Benioff believes AI will positively impact the company, leading him to take on significant debt for these repurchases. Despite high interest rates, management sees the stock as undervalued, justifying the debt-funded buybacks to capitalize on future growth and an anticipated increase in operating margin driven by new AI services like Agentforce and Data 360.
Will Surging Refining Margins and Failed Marathon Talks Change Phillips 66's (PSX) Narrative?
Phillips 66's recent Q2 earnings showed significant year-on-year growth, driven by surging refining margins and tight global capacity. While preliminary merger talks with Marathon Petroleum fell through due to regulatory concerns, the company continues to reduce debt and provide shareholder returns through dividends and buybacks. The article explores whether these strong operational results and cash generation can sustain Phillips 66's investment narrative amidst ongoing macro and regulatory risks.
Gary Black Says Tesla Bulls On Social Media Are Like College Students Doing 'Tequila Shots'
Gary Black of The Future Fund criticized Tesla bulls on social media, comparing their over-enthusiasm to college students doing "tequila shots." He stated that while he believes Tesla could achieve unsupervised autonomy, the current valuation of the stock is illogical given its performance relative to the Nasdaq 100 and the lack of concrete evidence for their claims about the Cybercab. Black also noted that other major tech companies are likely to achieve unsupervised autonomy, diminishing Tesla's unique position.
Walmart Shares Face Weakness Following Earnings: Were Results Bad?
Walmart reported solid Q2 earnings, beating revenue and EPS expectations and raising its full-year outlook. Despite this, shares fell due to investor concerns about slowing U.S. sales trends, cautious near-term guidance, and the stock's high valuation. The article suggests that while Walmart's overall growth story remains strong, high investor expectations mean even good results might not be enough to prevent a stock dip.
CMS Energy (CMS) Could Be 11% Undervalued Following Its Preferred Dividend Declaration
CMS Energy (CMS) has declared a dividend for its Series C preferred stock and is deemed 11.5% undervalued with a fair value of $79.79. This valuation is driven by forecasts of increased electricity demand from data centers and population growth in Michigan. Investors are advised to review potential rewards and risks, including regulatory support and project progression.
ChatGPT Can Now Control iMessage, Potentially Raising Apple Privacy Concerns
OpenAI has introduced a new feature allowing ChatGPT to control Apple's iMessage service on Mac, enabling actions like reading, writing, and sending messages. This development raises potential privacy concerns for Apple, a company known for its strong privacy stance, especially as ChatGPT could access and process user message data. OpenAI emphasizes that the feature requires explicit user consent and runs locally on the Mac, using existing operating system tools, amid ongoing tensions and a recent lawsuit between the two companies.
MicroStrategy Stock Whipsaws As Bitcoin Leverage And Buybacks Collide
MicroStrategy (MSTR) stock experienced significant volatility, driven by its leveraged bitcoin holdings and strategic financial moves. The company reported a massive GAAP loss due to unrealized bitcoin markdowns but also demonstrated active treasury management, including selling and repurchasing bitcoin, and buying back preferred shares. Analysts maintained "Buy" ratings despite target cuts, emphasizing MicroStrategy's role as a leading corporate bitcoin treasury and its participation in the Bitcoin Security Consortium.
Why Are Strategy (MSTR) Shares Soaring Today
Shares of Strategy (MSTR) jumped 8.5% today after Bitcoin climbed above $71,000. This surge was influenced by President Trump's push for the CLARITY Act and news that the U.S. government is considering buying Bitcoin, alongside the Treasury Department's move to reduce long-term yields. Strategy's significant Bitcoin holdings amplify these price movements, as investors treat MSTR as a high-beta bitcoin vehicle.
Advance Auto Parts stock plummets: Its 'perpetual turnaround story' might not be working
Advance Auto Parts (AAP) stock plunged after missing quarterly earnings expectations, causing concern among investors. A D.A. Davidson analyst noted that the company has been in a "perpetual turnaround story" for years, and while there had been recent progress, this quarter's miss reignites doubts about its future. Investors are questioning if this is a repeat of past struggles despite some previous advancements under current management.
Intchains Group (ICG) launches buyback after 94% revenue plunge
Intchains Group (ICG) reported a significant 93.7% revenue decline in H1 2026, reaching RMB11.1 million, and a net loss of RMB148.9 million due to an altcoin downturn and mining-machine sales restrictions. Despite these losses, the company maintains a strong liquidity position with RMB461.1 million in cash and short-term investments. Intchains has launched a $15 million share repurchase program and completed the "tape-out" for its next-generation mining ASIC, targeting commercial launch in Q4 2026 to diversify revenue and mitigate cryptocurrency market volatility.
Quanex Building Products Announces Third Quarter 2026 Earnings Release and Conference Call Schedule
Quanex Building Products Corporation announced it will release its third-quarter 2026 financial results on Thursday, September 3, 2026, after the New York Stock Exchange closes. A conference call to discuss these results is scheduled for Friday, September 4, 2026, at 11:00 a.m. ET. Details for accessing the live audio webcast and pre-registration are available on the company's website.
Photronics to Participate in Upcoming Investor Conferences
Photronics, Inc. (Nasdaq: PLAB), a leader in photomask technologies, announced its participation in two upcoming investor conferences: the Three Part Advisors Midwest IDEAS Conference on August 27, 2026, in Chicago, and the Lake Street Capital BIG10 Conference on September 10, 2026, in New York City. The company, founded in 1969, manufactures integrated circuit and flat panel display photomasks and operates 11 facilities globally.
Walmart stock drops 9% as sales growth slows, customers make 'trade-offs' amid high fuel costs
Walmart's stock dropped 9% despite exceeding Wall Street's revenue and earnings estimates, primarily due to a slowdown in US same-store sales growth, which was the slowest since Q4 2020. The company attributed this deceleration partly to high fuel costs prompting consumers to make "trade-offs" and lower drug prices affecting health and wellness sales. Walmart is focusing on price cuts and benefiting from tariff refunds to attract cost-conscious shoppers, with its e-commerce sales showing strong growth.
Walmart reports mixed results as gas prices drag on US sales growth
Walmart reported mixed financial results, exceeding analyst expectations but experiencing slower U.S. sales growth due to high gasoline prices and new pharmaceutical price caps. The retailer channeled tariff refunds into lower pricing and executed over 11,000 price cuts to attract inflation-hit consumers. Despite increased profits and revenue, U.S. comparable sales growth slowed, causing a drop in share price, and an analyst noted this could indicate consumer struggles.
HUT Stock Draws Wall Street Upgrades On Massive Nvidia AI Deals
Hut 8 Corp. (HUT) stock is experiencing a significant surge due to massive long-term AI deals with Nvidia, repositioning the company from a crypto miner to a power-first AI infrastructure operator. These deals, reportedly totaling up to $50 billion over 30 years for its Texas data centers, have led to bullish upgrades and higher price targets from numerous Wall Street firms. Despite historical volatility and current negative free cash flow, analysts see Hut 8's new strategy, anchored by investment-grade tenants and long-duration leases, as de-risking its future revenue streams.
Cboe Global Markets Jumps 5.4% Amid Sector-Wide Rally
Cboe Global Markets (CBOE) saw its stock price jump 5.4% on Thursday, closing at $295.79, as part of a broad sector-wide rally in financial infrastructure companies. Other peers like COIN and TW also experienced significant gains, suggesting renewed investor interest in trading and exchange infrastructure. The rally, which boosted Cboe's $30.9 billion market capitalization, appears to be driven by institutional flows rather than specific company news, with investors potentially anticipating sustained market volatility and trading activity.
Hyperliquid Strategies (PURR) Climbs As Traders Track Crypto Rules
Hyperliquid Strategies Inc. (PURR) stock has climbed 3.73% after unveiling an AI-driven trading platform, with its recent price action showing a significant breakout from the mid-$6s to near $10. The company is referenced in the metadata of a broader story about SEC crypto rulemaking and competition among platforms like Robinhood and Coinbase, suggesting traders are focusing on price action and sector sentiment rather than direct catalysts. Despite a high price-to-sales ratio and negative free cash flow, PURR maintains strong fundamentals with high margins and no long-term debt, making it a volatile but intriguing momentum play driven by market themes.
IBIT's 0.25% Fee Sells Off Bitcoin Daily, and the Prospectus Calls Every Sale a Taxable Event
The iShares Bitcoin Trust ETF (IBIT) charges a 0.25% sponsor fee by selling a portion of its Bitcoin holdings daily, which its prospectus explicitly states is a taxable event for shareholders. This mechanism means investors could incur tax liabilities even without selling their IBIT shares, due to the trust realizing tiny gains or losses on their behalf. While IBIT offers higher liquidity, cheaper alternatives like Franklin's EZBC and Bitwise's BITB exist, though they operate with the same daily-sale tax mechanic.
Wingstop, Krispy Kreme, and Dutch Bros Stocks Trade Down, What You Need To Know
Shares of Wingstop, Krispy Kreme, and Dutch Bros experienced declines in the afternoon trading session as investors reacted to mixed economic signals, including slight growth in the Leading Economic Index alongside warnings of increased consumer price sensitivity. This environment, characterized by rising costs of living and a dismal economy for some restaurant operators, is forcing chains to rely on value promotions. Despite this, some believe significant price drops can create buying opportunities for high-quality stocks.
Chevron vs. Exxon Mobil: The Better Energy Stock for the Next 5 Years
This article compares Exxon Mobil (XOM) and Chevron (CVX) as investment opportunities for the next five years, noting their different strategies in a tight oil market. While Exxon focuses on its Guyana operations, Permian Basin, and refining, Chevron is leveraging its Hess acquisition and a new venture into powering AI data centers. The author leans towards Chevron due to faster-than-expected Hess synergies, a new revenue stream from a Microsoft power deal, and a higher dividend yield, despite Exxon's stronger balance sheet and longer dividend streak.
Analog Devices' Upbeat AI Data Center Opportunity Views Noteworthy, Seaport Says in Upgrade
Seaport upgraded Analog Devices (ADI) due to the company's positive outlook on the artificial intelligence data center opportunity. The article notes that ADI's upbeat remarks regarding this sector are considered noteworthy. Full details of the upgrade and analysis are available with a premium subscription.
IOVA Stock Climbs As Earnings Beat Fuels Guidance Rethink
Iovance Biotherapeutics Inc. (IOVA) stock climbed by 7.2% following a strong Q2 2026 earnings report, which saw record revenue of $99.3M, a 66% year-over-year increase, primarily driven by Amtagvi demand. The company also beat Wall Street expectations for per-share loss and indicated that its 2026 revenue guidance of $350M–$370M is under review for a potential upward revision in Q3. This performance has led multiple banks to raise their price targets for IOVA, signaling growing institutional interest and positive momentum for the commercial-stage biotech.
Candel Therapeutics (CADL) Faces Bigger Losses As Its Valuation Still Looks Pricey
Candel Therapeutics (CADL) reported a significant increase in net losses to US$38.91 million in Q2 2026, up from US$4.8 million a year prior, despite a sharp rise in share price. The company's valuation, with a Price-to-Book ratio of 8.2x, appears pricey compared to industry averages, reflecting investor confidence in its development pipeline rather than current earnings. While the P/B ratio suggests overvaluation, a Discounted Cash Flow model indicates a large potential upside, highlighting conflicting valuation signals for the clinical-stage biopharmaceutical company.
Will DocuSign (DOCU) Beat Estimates Again in Its Next Earnings Report?
DocuSign (DOCU) is poised to potentially beat its upcoming earnings estimates, continuing a streak of outperforming expectations. The company, which specializes in electronic signature technology, has a positive Zacks Earnings ESP of +1.73% combined with a Zacks Rank #3 (Hold), indicating a strong likelihood of another earnings surprise. DocuSign's past two reports showed an average surprise of 7.66%, with the most recent quarter beating estimates by 9.00%.
Why Is Amer Movil (AMX) Down 9.8% Since Last Earnings Report?
Shares of America Movil (AMX) have dropped 9.8% since its last earnings report, underperforming the S&P 500. The company reported a Q2 2026 net income per ADR of 47 cents, missing the Zacks Consensus Estimate of 52 cents, though overall revenues increased by 3.1% to Mex$241,071 million driven by service and equipment segments. Despite subscriber growth in postpaid services, the prepaid business saw 3.7 million net subscriber losses.
Is Riot’s US$573 Million Rockdale Expansion Loan Reshaping The Investment Case For Riot Platforms (RIOT)?
Riot Platforms (RIOT) recently secured a US$573 million loan to fund the expansion of its Rockdale IT data center, coming after a quarter of net losses and impairment charges. This loan is central to Riot's strategy of investing heavily in Texas data centers and Bitcoin mining to justify ongoing losses and a volatile share price. While it could lead to higher, more diversified revenues, it also increases leverage and capital needs against negative earnings, sharpening the debate over future expectations.
D.R. Horton (DHI) Up 6.6% Since Last Earnings Report: Can It Continue?
D.R. Horton (DHI) has seen its shares rise by 6.6% since its last earnings report, outperforming the S&P 500. The company reported better-than-expected Q3 fiscal 2026 earnings and revenues, driven by higher home-closing volumes and contributions from its other business segments, despite facing challenges like lower profitability, elevated incentives, and cautious consumer demand. However, the company trimmed its fiscal 2026 guidance, and estimates have been trending downward, leading to a Zacks Rank #3 (Hold).
Intercontinental Exchange not necessarily considering perps, looking to invest in Polymarket - report
Intercontinental Exchange (ICE) CEO Jeff Sprecher stated that the company is not actively considering offering perpetual futures, as their client base is focused on hedging rather than speculative products. This statement comes amidst news of efforts to bring other perpetual futures platforms onshore, which has previously concerned traditional exchange stocks. ICE is open to investing in Polymarket's funding round, clarifying that their prior stake was for information sharing.
Deere, Coinbase Global, Nordson And Other Big Stocks Moving Higher On Wednesday
Several prominent stocks, including Deere & Co, Coinbase Global, and Nordson Corp, saw significant gains on Wednesday. Deere's shares rose after beating Q2 earnings estimates and raising its full-year outlook. Coinbase Global and other crypto-linked companies benefited from a surge in Bitcoin following President Trump's remarks on cryptocurrency regulation. Nordson Corp also saw its stock climb after reporting strong quarterly results and raising its guidance.
Seabridge Gold Reports Gitxsan Government Has Called for Meaningful Consultation and Collaboration with Tsetsaut Skii km La Hax
Seabridge Gold Inc. reports that the Gitxsan Huwilp Government (GHG) has called for meaningful consultation between Seabridge, the BC Government, and the Tsetsaut Skii km La Hax (TSKLH) regarding the KSM Project. The GHG has withdrawn its 2013 letter of support for the KSM Project in solidarity with TSKLH, who are seeking consultation on the project's tailings management facility following a BC Supreme Court decision. Seabridge Gold states its commitment to a proper consultation process and highlights its extensive engagement and benefits shared with Indigenous nations, despite challenges with TSKLH over territorial claims.
CoreWeave Lands Multibillion-Dollar Hudson River Deal as Wall Street Races for Nvidia Chips
CoreWeave Inc. has secured a multiyear, multibillion-dollar agreement with Hudson River Trading, granting Hudson River access to Nvidia's Vera Rubin and B200 AI systems. This deal highlights Wall Street's increasing demand for Nvidia's advanced AI chips for tasks like training trading models and analyzing data. CoreWeave has been raising prices for its AI cloud services, driven by this high demand and its early validation of Nvidia's new platforms.
Double-Digit Yields Come With a Catch: How to Pick the Right Venture Lending BDC
This article examines three venture lending Business Development Companies (BDCs) that offer double-digit yields, analyzing the sustainability of their payouts. It ranks them based on how cleanly their net investment income covers their distributions, highlighting the risks and specific challenges each BDC faces. Runway Growth Finance (RWAY) is identified as the top choice due to its strong NII coverage and strategic acquisitions, distinguishing it from Horizon Technology Finance (HRZN) and Stellus Capital Investment (SCM), which have faced challenges like merger-expense adjustments and dividend cuts.
STKH Stock Pulls Back As Volatility Grips Low-Float Name
Steakholder Foods Ltd. (STKH) stock is experiencing significant volatility, typical of a low-float momentum play. Despite recent pullbacks, the company's strong balance sheet with $3.1M in cash and low liabilities makes it attractive to traders betting on future execution of its cultivated meat technology. The stock's price action shows clear intraday trends and psychological levels, providing opportunities for disciplined short-term traders.
Implied Volatility Surging for Grupo Financiero Galicia Stock Options
Implied volatility for Grupo Financiero Galicia SA (GGAL) stock options, particularly the Jan 15, 2027 $15 Put, is surging, indicating market expectations of a significant price movement. This comes as analysts, specifically Zacks Investment Research, maintain a "Buy" rating for GGAL within the Banks – Foreign industry, with recent upward revisions in earnings estimates. The high implied volatility might suggest a potential trading opportunity for options traders looking to sell premium.
Royal Bank (RY) Reports Next Week: Wall Street Expects Earnings Growth
Royal Bank (RY) is anticipated to announce a year-over-year increase in earnings and revenues for the quarter ending July 2026. The company is expected to report quarterly earnings of $2.89 per share, a 3.6% increase, with revenues projected at $12.9 billion, up 4.4%. The Zacks Earnings ESP indicates a potential earnings beat, as the Most Accurate Estimate is higher than the Zacks Consensus Estimate.
Amentum shares rise 3% after securing $974 million NASA contract
Amentum's shares rose 3.1% in premarket trading after the company secured a $974 million contract from NASA. This contract, known as CMOE II, tasks Amentum with providing comprehensive maintenance, engineering, and infrastructure services for NASA's Langley Research Center. The award extends Amentum's long-standing relationship with NASA, which spans over six decades, and includes the modernization of key research facilities like wind tunnels and laboratories.
MSTR stock forecast as Bitcoin price and ETF inflows jump
MSTR stock has seen a significant rebound due to Bitcoin's rally and increased ETF inflows, with Bitcoin reaching its highest level since June 1st. Despite this positive momentum, MSTR faces risks such as a potential bearish flag pattern, the need for Bitcoin to overcome key resistance levels, and ongoing stock dilution to fund its Bitcoin acquisitions and pay STRC shareholders.
Cardano DeFi TVL Plunges 16% in 24 Hours Despite ADA 10% Price Rally
Cardano's DeFi Total Value Locked (TVL) experienced a significant 16.17% drop in 24 hours, falling to $54.35 million, even as its native token ADA rallied by approximately 10%. This divergence points to short-term liquidity outflows and increased risk within Cardano's DeFi ecosystem. The reduction in TVL could impact decentralized exchange activity, token performance, and overall crypto adoption, despite the positive price movement of ADA.
QumulusAI secures seven-year Atlanta data centre deal for up to 3.75 MW
QumulusAI has secured a seven-year colocation agreement for up to 3.75 MW of data center capacity in Atlanta to support its growing AI computing contracts, with an option for an additional 7 MW. This expansion will accommodate over 2,000 Nvidia Blackwell B300-class GPUs, crucial for the company's recent commercial wins totaling over $246 million. The new infrastructure strengthens QumulusAI's ability to meet increasing demand for high-density AI computing.
Verizon to redeem debt securities on September 21, 2026
Verizon Communications Inc. announced its plan to redeem $1,250,000,000 of its 4.329% Notes due 2028 on September 21, 2026. The redemption price will be the greater of 100% of the principal amount or the present value of remaining payments discounted at the Treasury Rate plus 25 basis points, plus accrued interest. Questions regarding the redemption should be directed to U.S. Bank Trust Company.
Cybersecurity firm unveils crypto phishing campaign targeting 885,000 phone numbers
Cybersecurity firm Rapid7 has uncovered "Operation Asterix," a new crypto phishing campaign that targeted approximately 885,000 phone numbers globally. The campaign utilized fake emails impersonating exchanges like Crypto.com and led victims to spoofed apps for hardware wallets such as Ledger, Trezor, and Exodus to steal seed phrases. This operation achieved a "hit rate" of about 13.6% among identified crypto users, highlighting the persistent threat of social engineering in the crypto industry.
Are Wall Street Analysts Predicting PNC Financial Services Stock Will Climb or Sink?
PNC Financial Services Group (PNC) has outperformed both the broader S&P 500 and the iShares U.S. Regional Banks ETF over the past year and year-to-date, driven by strong net interest income, organic growth, and strategic acquisitions. Analysts hold a "Moderate Buy" consensus on the stock, with an average price target suggesting an 11.9% upside from current levels. The company's EPS is expected to grow by 16% this fiscal year, and it has consistently beaten earnings estimates.
Antalpha Platform Holding Q2 2026 Earnings Call Transcript
Antalpha Platform Holding reported a 28% year-over-year revenue decrease to $12.2 million in Q2 2026, primarily due to loan repayments and lower average loan balances, yet maintained zero principal loss by upholding strict underwriting standards. The company made progress in its Web3AI business, Neenah, and expanded its digital gold capabilities with Aurelian, while reducing operating expenses by 14%. Despite a GAAP operating loss influenced by unrealized crypto asset losses, Antalpha expects Q3 2026 revenue between $10 million and $12 million, focusing on long-term platform economics and risk management.
Why Is Annaly (NLY) Up 5.9% Since Last Earnings Report?
Annaly Capital Management (NLY) shares have risen 5.9% since its last earnings report, outperforming the S&P 500. The company's Q2 2026 earnings available for distribution (EAD) beat estimates, and net interest income improved year-over-year, supported by a disciplined leverage profile and increased liquidity. Despite some concerns about economic funding costs, Annaly maintained a strong hedge posture and increased its quarterly dividend, leading to a Zacks Rank #2 (Buy) rating.
323,573 Shares in Intercontinental Exchange Inc. $ICE Bought by Madison Asset Management LLC
Madison Asset Management LLC has acquired a new stake of 323,573 shares in Intercontinental Exchange Inc. (NYSE:ICE) during the second quarter, valued at approximately $39,835,000. Other hedge funds and institutional investors also increased their holdings in ICE, with institutional ownership reaching 89.30%. The stock currently has a "Moderate Buy" rating from analysts, with an average price target of $183.33, and the company recently outperformed earnings expectations.
Intercontinental Exchange (ICE) Caught in AI Loser Narrative Despite Strong Results
Madison Investments' Q2 2026 investor letter highlights Intercontinental Exchange, Inc. (ICE) as a strong performer despite being mislabeled as an "AI loser" by the market. The fund believes ICE's financial exchanges and data services are well-positioned to benefit from AI trading strategies and market expansion, suggesting its current low valuation is unwarranted. The article emphasizes that ICE's core strategy of digitizing analog markets aligns with potential future growth, especially if the mortgage market recovers.
Large cryptocurrencies climb on XRP, Cardano increases
Large cryptocurrencies saw increases during U.S. morning trading on Thursday. XRP experienced the biggest jump, rising 11.01% to $1.22, while Cardano increased by 5.21% to 19 cents and Dogecoin climbed 4.26% to 8 cents.
Kingsoft Cloud (KC) Stock Looks Fairly Valued After Its 139% Run
Kingsoft Cloud (KC) stock has seen a 139% increase over three years, making it appear fairly valued rather than a bargain despite recent growth in its AI cloud business and improved operating margins. The stock's current P/S ratio of 2.4x is above the IT industry average but aligned with its estimated fair P/S of 2.3x, suggesting its strong performance is largely priced in. The key question for future valuation is whether the company can maintain its growth momentum and continue improving operating margins.
Webull Corporation (BULL) Q2 Earnings and Revenues Surpass Estimates
Webull Corporation (BULL) reported Q2 earnings of $0.07 per share, significantly beating the Zacks Consensus Estimate of $0.03 per share and reversing a loss from the previous year. The company also surpassed revenue estimates with $198.83 million. Despite outperforming expectations, Webull's stock has underperformed the S&P 500 year-to-date, and its current Zacks Rank is #3 (Hold).
