14 Sep, 2026
Wall Street sold Uber over a fleet that fits in one parking lot
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Anthropic's Dario Amodei, OpenAI's and SpaceX's Elon Musk say they want an AI slowdown. Will they? The Fed looms as well.
01:44
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Apple’s foldable iPhone launch, Nvidia’s potential Anthropic investment, Oracle’s expanding AI backlog, Nokia’s industrial AI platform and SpaceX’s computing plans stoked retail interest last week.
NuScale Power is a money-losing start-up, but it is ready to hit the ground running when it finally gets a customer to sign on the dotted line.
The AI boom is alive and well.
Three layers of the AI build-out, one basket -- and the most money goes to the steadiest layer, not the fastest-growing one.
Billionaire venture capitalist Tim Draper expects Bitcoin to hit $250,000 within two years, driven by growing adoption, AI and fewer financial intermediaries. What Could Send BTC To $250,000? Speaking in an interview with Coinage on Sept. 10, Draper predicted Bitcoin...
00:25
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A steady, long-term approach can improve portfolio returns over time.
00:20
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To hit a price of $400,000 by the end of 2030, Bitcoin will need to deliver a compound annual growth rate of 51%.
Scott Melker discusses what US regulation — such as the GENIUS Act — brought to the table in terms of better understanding crypto's relationship to the dollar and enabling clearer frameworks and restrictions. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto.
13 Sep, 2026
Management continues to execute, making the stock look incredibly cheap after its sell-off.
Tripling works out to about 55% a year -- and the company's own target asks for even more.
23:30
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T-Mobile US Inc.‘ Chief Financial Officer Pete Osvaldik says that Space Exploration Technologies Corp.‘s Starlink is not a threat to traditional telecom operators. The Fundamental Laws of Physics Osvaldik, speaking at Citigroup Inc.‘s 2026 Global TMT Conference on Wednesday, pushed...
Because of an international push, these two companies are poised for five years of growth.
Traders price an 87% chance of a Fed rate hike Wednesday as Caitlin Long argues Treasury now holds the real power.
22:50
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Consensus price targets over the past three months are very bullish on one of these names and see minimal appreciation for the other.
22:34
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Nine times since 1990, the conglomerate has finished a year this far behind the market. Seven times, it beat the index the year after.
22:20
Down 50% Over the Past Year, Is It Time to Back Up the Truck and Buy Oracle Stock as Revenue Surges?
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Oracle shares have crashed on concerns over its AI infrastructure spending.
21:50
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Jensen Huang says cybersecurity is likely going to become the next big use case for artificial intelligence (AI).
This high-performing investment vehicle turned relatively small capital inflows into a huge sum.
Cathie Wood is invoking the Industrial Revolution to argue Wall Street is anchored to a growth trend that artificial intelligence and converging technologies are about to shatter. The gap between what the consensus expects and what she sees coming is exactly where the portfolio opportunity lives.
Michael Dell's net worth hits $276.5 billion, beating Bezos and Nvidia's Jensen Huang. His 40% stake explains why.
Sandisk is up more than 2,000% over the past year -- and it is still cheap.
Nvidia is still the top name in the AI space.
$1 million is achievable with a few simple steps -- and a lot of time.
All three hyperscalers have invested staggering amounts of capital into their AI infrastructure build-outs.
20:05
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Tim Cook transformed Apple under his leadership, and shareholders saw huge benefits.
Kevin O'Leary's investment play now points at sports cards, not Bitcoin. He wants 5% of his portfolio in them.
19:12
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Apple's recent acquisition gives investors a peek at what the company will be interested in developing under new CEO John Ternus.
18:37
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Google just landed inside nearly every major Fortune 100 company, but having access and winning the deal are two very different things. The real fight is happening at a layer most investors never think about.
18:00
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Goldman Sachs says AI spending is propping up S&P 500 earnings growth, but that same statistic reveals a fragile dependency on a handful of buyers whose budgets could shift any quarter.
Behind Apple’s folding phone, its CEO makes a bigger bet
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Buffett and the Berkshire team began investing in Apple in 2016.
The bank’s bullish outlook comes with a crucial test
Standard Chartered and Ripple's own CTO Emeritus name very different 2030 prices for XRP, and the gap between those targets represents hundreds of thousands of dollars on a single stack of coins.
Tesla sets an Oct. 1 Roadster reveal with SpaceX thruster tech. Investors want a build date, not another demo.
Bitcoin sits $4,900 below a bull market confirmation as whales sell the rally and US funds stay out. Everything you need to know.
Shortly before SpaceX’s record-setting IPO, we called SpaceX stock worth $90 a share. Before that, we said that SpaceX was the big loser in its February merger with xAI. Now, it looks as if SpaceX shareholders were the winners in the xAI deal and that while SpaceX is still hard to value, it’s worth far more than $90 a share.
16:50
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The famed fund manager lowered his position in Amazon and was buying shares of Microsoft and Meta Platforms.
Bank of America sees an unusual win-win setup for CME
15:41
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JPMorgan just rewrote the Tesla robotaxi story in a way that changes everything individual owners thought they stood to gain, and the numbers behind it are harder to dismiss than the hype ever was.
15:36
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Anthropic just signed a compute bill so large it reshapes the math behind every NVIDIA forecast on Wall Street, and the number arriving ahead of the company's IPO raises a question Jensen Huang's own team has not fully answered yet.
Robotaxi growth is the future of EVs.
15:22
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This position proves that lucrative opportunities can come from boring industries.
A major bank just dropped a forecast that reframes the entire robotics industry, and the ripple effects are already moving stock prices across chips, foundries, and factory floors. Here is what the number means for long-term investors.
15:08
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Sam Altman just pumped the brakes on what was shaping up as one of the largest IPOs in market history, and his reasons go far beyond typical market timing concerns.
Apple tries to solve the problem haunting AI wearables
Apple's new foldable smartphone could be a strong growth driver.
13:35
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If you are an aggressive growth investor willing to get in early, it looks like NuScale Power may have the lead over Oklo and TMC.
Apple, the innovator, just got its memory chip inflation-beating groove back.
11:57
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Despite Friday's bounce, stocks are struggling amid surging oil prices and yields, though Apple, Moderna are buys. The Fed meeting looms.
The $678 billion backlog that Microsoft's cloud business is sitting on suggests that the good times will continue.
11:44
Yahoo! Finance
The order in which a grandmother gifted cash versus appreciated stock to her grandkids meant a six-figure difference in what the IRS collected, and most estate plans get this sequence completely backwards.
11:38
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Jordi Visser grouped Bitcoin, SpaceX, Anthropic, and OpenAI as future-defining assets that do not rely on profits.
11:25
Yahoo! Finance
According to an August 29 report, Amazon.com Inc. (NASDAQ:AMZN)’s Zoox is expanding its robotaxi service in San Francisco, pitting the company more directly against Waymo while intensifying the broader robotaxi competition that also includes Tesla Inc. (NASDAQ:TSLA) in one of the country’s most closely watched autonomous-vehicle marketplaces. Zoox has received a federal exemption allowing it […]
Weekly-paying ETFs promise a paycheck every seven days, but the hidden trade-offs buried inside some of these funds can quietly erode the very wealth they appear to be building. Three very different assets offer a more honest look at what weekly income actually costs you.
10:36
Yahoo! Finance
Anthropic is reportedly seeking NVIDIA Corporation (NASDAQ:NVDA) as an anchor investor in an IPO that could value the AI developer near $2 trillion, with NVIDIA considering as much as $10 billion. Amazon.com, Inc. (NASDAQ:AMZN) already has far greater exposure through capital, cloud capacity and contracted spending. Reuters reported the talks on September 11, saying Anthropic […]
10:26
Yahoo! Finance
Bitcoin has the support of both the White House and Wall Street, making it a less risky play than other cryptocurrencies.
MicroStrategy's Bitcoin guide warns of a 93% crash. Strategy sits just 2% above its own cost on 845,050 BTC.
09:46
Yahoo! Finance
With institutional investors seeking protection from a weakening dollar, new solutions like Bitcoin are being evaluated more seriously.
These stocks are demonstrating incredible performance and have a long growth runway.
Elon Musk’s Tesla has attacked Britain over driverless car laws that it says will “stifle innovation” and result in the UK falling behind the rest of the world.
Nubank’s new Nu Global account turns customer deposits into USDC and EURC and moves money across more than 35 countries without fees.
The US home seller surplus hit a record 58% in August. Buyer numbers, not a listings flood, drove the widest gap yet.
MP Materials (NYSE:MP) is nearing targeted production levels for neodymium-praseodymium, or NdPr, oxide at its Mountain Pass facility while advancing commercial magnet deliveries for General Motors and expanding its downstream manufacturing footprint, Chief Financial Officer Ryan Corbett said during
00:13
Yahoo! Finance
Investing.com -- Bitcoin was marginally higher on Sunday but was sitting on a weekly loss of over 3%, with elevated interest-rate expectations weighing on crypto as investors also assessed the case for adding the token to portfolios increasingly concentrated around artificial intelligence.
12 Sep, 2026
Revolut exposes sensitive customer data to an unauthorized party.
23:00
Yahoo! Finance
Most people want more time because there’s still plenty of life left to live. XPRIZE founder and longevity entrepreneur Peter Diamandis has a slightly different reason — he still has questions. "I do not want more years because I am...
22:38
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GE Aerospace (NYSE:GE) is making its largest acquisition since becoming a standalone publicly traded company. It agreed to acquire Consolidated Precision Products (CPP) for around $12 billion. CPP is one of the world’s largest precision castings providers. It’s a major GE supplier. Precision castings is a major pressure point for the aerospace engines industry. Acquiring […]
22:38
Yahoo! Finance
Index funds effectively paid a record $695 a share for the electric-vehicle giant in December 2020. Was it worth it?
22:09
Yahoo! Finance
Block, Inc. (NYSE:XYZ) is taking another step toward consolidating its digital asset operations under a federal regulatory framework. On September 8, it filed an application with the Office of the Comptroller of the Currency (OCC) to charter Builders Bank & Trust, N.A. If chartered, the Builders Bank & Trust could become an important part of […]
Investing.com -- BofA Securities is favoring value stocks over growth in small- and mid-cap equities, citing five reasons including an expected second-half earnings recovery and cheaper valuations.
Elon Musk recently praised a specific GPU stock during SpaceX's earnings call.
Zscaler (NASDAQ:ZS) executives outlined how the cybersecurity company is adapting its zero-trust architecture for AI agents, while also discussing new product launches, sales initiatives and the potential for continued growth in its core business. Speaking at a company session, Head of Product Adam
Both companies are navigating the shift to electric vehicles, but one is doing it while posting record earnings while the other keeps absorbing unexpected costs that make consistent profitability hard to achieve.
18:25
Yahoo! Finance
Elon Musk could earn $1 trillion if Tesla's market cap reaches $8.5 trillion.
15:52
Yahoo! Finance
Anthropic's CEO just called on the entire AI industry to slow down, while his own company's balance sheet depends on the biggest accelerators in the business. The conflict at the heart of that position may be impossible to resolve.
14:38
Yahoo! Finance
Elon Musk called terrestrial fusion reactors 'pet science projects' and declared the sun will supply essentially all of humanity's energy, but Tesla's own financials reveal just how steep and costly the road to that vision actually is.
14:34
Yahoo! Finance
The Magnificent 7 label vanished from Wall Street chatter, yet the profit engines behind these seven companies kept compounding in ways that have made betting against them one of the most punishing trades in recent memory.
The demand for AI is real, but what if the industry is building too much capacity? Here's the overlooked risk investors should be watching.
11:15
Yahoo! Finance
They call it a ‘hundred-year flood.’ Is your nest egg already underwater?
Cramer often discussed Ford Motor Company (NYSE:F) and General Motors Company (NYSE:GM) in the same breath. For the former, he has often expressed optimism about a business recovery, while for the latter, he has repeatedly praised the firm’s CEO, Mary Barra. In his morning appearance on September 3rd, Cramer continued along the same lines: “I […]
Stocks fell this week on oil prices and Fed rate-hike expectations, though Oracle's earnings underscored AI infrastructure strength. MarketBeat analysts recap top stories on earnings, defense, AI, and other stock opportunities.
10:56
Yahoo! Finance
Microsoft Corporation (NASDAQ:MSFT) ‘s shares have marked a major turnaround in 2026. They are up by more than 20% since late-July following the firm’s second quarter earnings on July 29th. The fact that the firm has spent billions of dollars in investments in AI means that Microsoft Corporation (NASDAQ:MSFT)’s narrative is driven by the performance […]
Oil major Chevron Corporation (NYSE:CVX) is one of Cramer’s favorite stocks in the sector. Among the reasons that he likes the firm are its dividend, production projects, and its CEO, Mike Wirth. Naturally, in his morning appearance on the 3rd, the CNBC TV host discussed Chevron Corporation (NYSE:CVX) in the context of these reasons as […]
08:50
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GE Aerospace announced an acquisition that will help solve a crucial manufacturing bottleneck.
03:26
Yahoo! Finance
General Motors Company (NYSE:GM) and Ford Motor Company (NYSE:F), rivals for more than a century in racing and vehicle sales, are now competing in defense contracting and energy storage, CNBC reported on September 5. Ford joined GM this year in seeking U.S. military contracts after the Trump administration approached domestic automakers about using their mass […]
11 Sep, 2026
RESEARCH REPORTS These reports, excerpted and edited by Barron’s, were issued recently by investment and research firms. The reports are a sampling of analysts’ thinking; they should not be considered the views or recommendations of Barron’s.
Investing.com -- Major Wall Street banks are competing to manage the wealth of Anthropic PBC employees following the artificial intelligence company's planned initial public offering, Bloomberg reported Friday.
JPMorgan Chase appointed Nelle Miller and William Sinclair as co-chief executives of its U.S. private bank.
Friday’s hotter-than-expected core inflation report has put a Federal Reserve rate hike firmly in play, leaving investors with a more useful question: which stocks could benefit if Chair Kevin Warsh delivers next week? And which might suffer? Polymarket traders put...
Tesla (TSLA) stock trades at about $364, roughly 169 times its adjusted earnings over the past twelve months, meaning normalized net income with stock-based compensation added back. On analysts' own 2027 estimates, the multiple is still steep. So the price leans on wider margins and on products still early in their ramps.
Tesla's operating margins just collapsed to 1.4% and free cash flow turned negative, yet one forward catalyst is quietly building that could dwarf everything the company has delivered so far.
Rivian Automotive (RIVN) began delivering its mass-market R2 to outside customers in June, and the harder part now is building enough of them. Management still expects the car business to exit 2026 with a positive gross profit, which depends on how fast its plant in Normal, Illinois, ramps.
The precision-engineering group climbed after Bank of America jumped from bearish to bullish, arguing that semiconductor, electronics and aerospace demand is running well ahead of expectations.
RH (RH) faces ongoing margin pressure from higher freight and input costs, which are expected to off
14:24
Yahoo! Finance
GE Aerospace agreed to buy Consolidated Precision Products for $11.75 billion on Sept. 8, aiming to lock in a longtime supplier of critical engine castings and airfoils.
JPM's Greece corporate banking push broadens its European growth strategy, opening more cross-selling opportunities across lending, payments and IB.
13:50
Seeking Alpha
13:26
Yahoo! Finance
Headlines on Ford Motor (F) read like a business in retreat: a $1.3 billion net loss for the second quarter of 2026 and a 10.2% drop in U.S. sales in July. Underneath, second-quarter adjusted EBIT rose 17% to $2.5 billion as revenue fell 4% to $48.3 billion, and management lifted its 2026 adjusted EBIT guidance to a range of $10 billion to $11 billion.
Recently, Zacks.com users have been paying close attention to General Motors (GM). This makes it worthwhile to examine what the stock has in store.
05:40
Yahoo! Finance
Fed hike bets rise as traders await U.S. CPI, with DXY testing 99.16 resistance while EUR/USD and GBP/USD remain under pressure.
10 Sep, 2026
Bank of America Corp (BAC) analysts said they are more bullish on Cboe Global Markets, CME Group (CM
Berkshire’s biggest hidden asset may be the one Buffett once regretted.
Boeing's debt burden and negative cash flow contrast sharply with GE's fortress balance sheet and $7.3 billion in free cash flow.
GE Aerospace's Defense & Propulsion Technologies unit posts strong revenue, orders and profit growth, backed by defense demand and recent contracts.
MP's premium valuation faces scrutiny as losses, high costs and execution risks persist despite growth in rare earths and magnet production.
16:04
Yahoo! Finance
BofA Securities says investor and corporate interest in quantum computing is surging as government funding, technological breakthroughs, and rising budgets push the technology closer to commercialization.
Three separate Wall Street risk models just converged on one signal
Major crypto exchange Coinbase (NASDAQ: $COIN) is partnering with payments infrastructure provider Moov to bring st...
Boeing (BA) stock trades near $206, down 11.3% over the past month and 10.6% over the past year, while the S&P 500 returned 18.5% over the same twelve months. The question is how far a company still posting a twelve-month operating loss could fall, and for how long.
Oracle Corp (NYSE:ORCL, XETRA:ORC) reports fiscal first-quarter 2027 results Thursday afternoon, with Wall Street split between concerns over ballooning capital expenditures and optimism that data center capacity additions could reaccelerate revenue growth. Bank of America is modeling...
It’s about China and its plans to dominate the global auto market. On Wednesday, Michigan Sen. Elissa Slotkin shot off a series of tweets on X, suggesting President Donald Trump might allow Chinese cars to be sold in America. The White House didn’t respond to a request for comment.
F raises its 2026 EBIT guidance despite tariff and commodity headwinds, while a Novelis aluminum recovery can drive a major second-half benefit.
RTX's GTF fleet creates a growing aftermarket opportunity as Pratt & Whitney expands its global support network and advances engine capabilities.
F faces U.S. scrutiny over CATL and Geely ties, as regulators examine whether its partnerships could deepen reliance on Chinese state-backed firms.
The bank's proprietary bubble risk indicator suggests AI euphoria has not yet reached bubble territory, even as global bond yields rise
A 25bp hike is expected today, but the ECB’s next move will hinge on whether the Middle East energy shock fades or becomes embedded in inflation expectations.
08:16
Yahoo! Finance
DXY struggles despite higher Treasury yields as traders await U.S. PPI and the ECB decision, while EUR/USD and GBP/USD hold bullish support.
Sebastian Raedler, head of European equity strategy at Bank of America, says the key question facing investors is the sustainability of the artificial intelligence capex boom which is driving the "strongest earnings upgrades in the US that you've seen in 40 years." Speaking on Bloomberg Television, Raedler adds: "This is a very high-stakes game right now. You have to be in that trade. But a lot of people know that every single one of these investment booms in the past have ended in a crash, and people are nervous."
09 Sep, 2026
22:13
Yahoo! Finance
On September 8, 2026, GE Aerospace (NYSE:GE) agreed to buy Consolidated Precision Products (CPP) for $11.75 billion. The acquisition marks the company’s largest bet yet on precision engine castings, a constraint that has been capping GE’s growth. Trading already at roughly 40x earnings, the company has now attacked one of its genuine bottlenecks through the […]
21:45
Yahoo! Finance
In the closing of the recent trading day, GE Aerospace (GE) stood at $325.42, denoting a -2.83% move from the preceding trading day.
20:17
Yahoo! Finance
During a September 8 episode of Mad Money, Jim Cramer examined the broader aerospace ecosystem following GE Aerospace’s (NYSE:GE) nearly $12 billion agreement to acquire castings specialist Consolidated Precision Products (CPP). Commenting on the strategic importance of supply chain control and the enduring strength of commercial and defense aviation despite rising oil prices, Cramer stated: […]
Competition in the turbine blade manufacturing industry is heating up. In that battle, GE Aerospace has seemingly gotten the edge on SpaceX leaving SpaceX CEO Elon Musk with an interesting choice. Musk made waves in the aerospace industry recently when he suggested that his rocket and AI firm could get into the business of casting turbine blades.
Bloomberg's Kiel Porter joins Scarlet Fu on "Bloomberg Deals." GE Aerospace agreed to buy castings manufacturer Consolidated Precision Products from Warburg Pincus and Berkshire Partners for $11.75 billion, a deal that will significantly expand the jet-engine manufacturer's capacity for the critical components.
CPP can unlock engine deliveries, but the price imports antitrust and customer-conflict risk.
GE Aerospace's $11.75 billion deal for Consolidated Precision Products sent Howmet Aerospace shares down 10%, but strong casting demand suggests both stocks remain well-positioned.
17:47
Yahoo! Finance
Jim Cramer says GE Aerospace just made a move that flips its entire post-Culp playbook on its head, and he thinks the market is only beginning to price in what a defense-focused supply chain overhaul actually means for the stock.
17:02
Yahoo! Finance
U.S. dollar is losing some ground as traders worry that debt markets get out of control.
The rating did not move. The estimates underneath it are doing the real work.
FLNC trades at a steep discount, but weaker fiscal 2026 guidance, project delays and execution risks make the valuation look like a potential trap.
GE Aerospace is acquiring CPP to expand its mission-critical aircraft engine components business and strengthen manufacturing capabilities.
U.S. Bancorp (NYSE: $USB), the fifth largest lender in America, is preparing to launch its own stablecoin.
08 Sep, 2026
19:13
Seeking Alpha
07:56
Yahoo! Finance
U.S. inflation and the ECB decision take focus as DXY remains weak, EUR/USD approaches a breakout and GBP/USD stays range-bound.
07 Sep, 2026
16:55
Yahoo! Finance
Japanese yen rallies as traders bet on BoJ rate hike.
08:12
Yahoo! Finance
Strong U.S. jobs revive Fed hike bets as DXY stalls, while ECB and BoE tightening risks support the euro and pound ahead of key inflation data.
The European Central Bank is widely expected to raise interest rates again on September 10, taking its deposit rate to 2.50%. The decision itself is hardly controversial: all 65 economists surveyed by Reuters between August 31 and September 3 predicted a 25-basis-point increase.
06 Sep, 2026
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EUR/USD falls toward 1.1585 after stronger-than-anticipated US jobs data, while USD/JPY tests a major swing low. USD/CAD surges as weak Canadian employment reinforces the bullish technical outlook.
06:37
Yahoo! Finance
U.S. NFP takes center stage as DXY weakens, while EUR/USD and GBP/USD recover amid diverging Fed, ECB and BoE rate expectations.
03 Sep, 2026
EUR/USD is approaching 1.1640, where signs of exhaustion could offer a short-term selling opportunity, while USD/CAD and USD/CHF are being watched for potential bounces. All three setups remain short-term ahead of Non-Farm Payrolls.
07:47
Yahoo! Finance
Soft ADP hiring data challenge Fed hike expectations as DXY weakens, while traders turn to Friday’s NFP for the next major dollar catalyst.
02 Sep, 2026
The forex markets continue to watch the ten-year yield in the United States, while the jobs data on Friday could be a big mover if we get an unexpected number.
DXY strengthens as Iran escalation lifts inflation risks and Fed hike bets, while EUR/USD and GBP/USD extend their bearish breakdowns.
01 Sep, 2026
06:17
US Dollar Price Forecast: DXY Eyes 99.58 as Jobs Week Tests Hawkish Fed; Eyes on EUR/USD and GBP/USD
Yahoo! Finance
Fed hike bets support the dollar as markets await JOLTS, ADP and NFP, while EUR/USD and GBP/USD remain pressured near key technical levels.
31 Aug, 2026
The US dollar got a jolt of energy on Friday. On Monday, we are trying to find out if that was real and sustainable.
Warsh’s hawkish Jackson Hole remarks revive September Fed hike bets as DXY rebounds while EUR/USD and GBP/USD break key technical support.
30 Aug, 2026
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28 Aug, 2026
EUR/USD, EUR/JPY and AUD/USD await Jackson Hole, with 1.1580, 185.65 and 0.7175 among the key levels shaping today’s forex outlook.
05:56
Yahoo! Finance
The dollar approaches a key breakout level as traders await Warsh, while EUR/USD tests Fibonacci support and GBP/USD loses channel support.
27 Aug, 2026
19:14
Foreign Countries Aren’t Buying Treasuries Like They Used To. How That Could Be Trouble for Bessent.
Yahoo! Finance
These days private investors hold nearly twice as much debt as official creditors, potentially spelling more volatility.
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Seeking Alpha
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31 May, 2026
Investing.com -- The Reserve Bank of India (RBI) is expected to maintain interest rates at its June monetary policy meeting while adopting a more hawkish tone, according to a new report by Bank of America (BofA) Global Research.
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