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Pressure from the bond market hits a new level, and US stocks slide on worries about inflationPressure from the U.S. bond market hit a new level on Wall Street Wednesday after a surprisingly strong report on the economy raised worries about inflation, while oil prices halted their slide. The squeeze caused U.S. stocks to sink. Stocks wilted after the yield on the 10-year Treasury jumped to 5.10% from 4.96% late Tuesday, which is a considerable move for the bond market.
Palantir Reveals Its AI Sovereignty Strategy And Wall Street Is Starting to Believe ItPalantir Technologies Inc. (NASDAQ:PLTR) is up roughly 10% year-to-date and about 1% over the past year. Wall Street expects strong commercial momentum for Palantir following its latest updates around AI sovereignty. Palantir’s AIPCon 11 focused heavily on AI sovereignty rather than new models or compute partnerships, reinforcing the idea that enterprises and governments need AI […]
Cantor Fitzgerald Sees Big Upside in Securitize (SECZ): Is It Time to Buy?Securitize Corp. (NYSE:SECZ) shares jumped as investors digested favorable regulatory developments and Cantor Fitzgerald initiated coverage of the stock on September 21, giving it an Overweight rating and setting the price target at $21.20. The firm highlighted the company’s position in the tokenization of traditional financial assets, which appears to be at an early stage […]
Lockheed Martin (LMT) Is Spending Ahead on JATM. Will a Multiyear Contract Follow?Lockheed Martin Corporation (NYSE:LMT) signed a framework agreement with the U.S. Department of War on September 17 to accelerate production of the AIM-260 Joint Advanced Tactical Missile (JATM). The weapon is described as the most sophisticated U.S. air-to-air system and a direct response to China’s air threat. The agreement provides a long-term demand signal and […]
Can Accenture (ACN) Profit From AI Safety While AI Pressures Its Own Business Model?Accenture plc (NYSE:ACN) and Anthropic have formed a partnership to integrate evaluators within Anthropic to red-team its models and test its safeguards. Each company expects to invest at least $1 billion over five years. Accenture shares rose 6% in early post-market trading following the announcement. The partnership puts Accenture at the center of AI safety […]
Chewy (CHWY) vs. Petco (WOOF): Proven Growth Story or Turnaround Bet?On September 14, the two most-watched public companies in pet retail shared the same Goldman Sachs stage and offered very similar messages from very different starting places. Chewy, Inc. (NYSE:CHWY) is attempting to persuade investors that it has outgrown the term “online pet retailer” entirely, while Petco Health and Wellness Company, Inc. (NASDAQ:WOOF) is aiming […]
How Is Incyte’s Stock Performance Compared to Other Biotech Stocks?Incyte is gaining momentum, recently outperforming the biotech sector and keeping analysts broadly positive on the stock.
“The New Clippy”: Benioff Uses Salesforce’s Biggest Product Launch in Years to Challenge MicrosoftMarc Benioff is never one to pass up a chance to take a jab at Microsoft Corporation (NASDAQ:MSFT), and Dreamforce 2026 was no different. The Salesforce CEO used the company’s flagship annual conference in San Francisco to announce AIforce, the biggest product launch Salesforce, Inc. (NYSE:CRM) has made in years, and to once again refer […]
SK Hynix Is Eyeing Intel’s (INTC) Ohio Site. Why Micron (MU) Should Pay AttentionSK Hynix is exploring something it has never done before: manufacturing memory chips in the United States. Reuters reported on September 16 that the Korean memory giant is discussing several possibilities with Intel Corporation (NASDAQ:INTC), including leasing part of Intel’s long-delayed Ohio complex or forming a venture involving Intel and large cloud customers. SK Hynix […]
This Little-Known AI Chip Stock Doubled. Its New Chips Now Double Optical SpeedMACOM Technology Solutions is suddenly giving investors two numbers to think about: its stock has more than doubled over the past year, and its newest optical components push data rates toward another doubling. MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) announced a 3.2-terabit optical chipset on September 17 built around eight 448-Gbps PAM-4 channels. A day […]
Pat Gelsinger Just Backed a $100 Million Challenge to Nvidia’s AI Networking Moat. AMD Could BenefitFormer Intel CEO Pat Gelsinger is backing a startup that thinks AI’s next bottleneck is not the accelerator. It is everything waiting for data to arrive. Delos Data announced on September 15 that it raised more than $100 million to develop networking chips and software for increasingly heterogeneous AI data centers. Playground Global, where Gelsinger […]
Lumentum Jumped Nearly 10% While Corning Barely Moved. Is the AI Optics Trade Splitting Apart?When AI stocks rebounded last week, optical networking companies did not rebound equally. Lumentum Holdings Inc. (NASDAQ:LITE) jumped nearly 10% in Wednesday trading and led the S&P 500, while Coherent rose 6.9%. Corning Incorporated (NYSE:GLW) managed only a 0.4% gain and remained down sharply for the week. All three sit inside the same broad AI-connectivity […]
Intel (INTC) Could Get a Fresh Valuation for Altera. AMD (AMD) Is the Rival to WatchIntel sold control of Altera last year. Now the programmable-chip company is heading back toward the public market just as AI gives investors a new reason to care about FPGAs. Altera said on September 15 that it confidentially filed for a U.S. IPO. Reuters previously reported that the offering could raise more than $2 billion. […]
Why Bernstein Still Sees 46% Upside in Zscaler (ZS) but Downgraded Palo Alto (PANW)Wall Street has spent much of 2026 rewarding cybersecurity stocks for the risks created by AI. Bernstein now thinks the easy part of that trade is over, with one major exception. Bernstein analyst Peter Weed raised his target on Zscaler, Inc. (NASDAQ:ZS) to $298 and maintained an Outperform rating on September 17. The target implied […]
Nike (NKE): Wall Street Tests Whether the Turnaround Can Outrun Weak Demand Ahead of Q1 ResultsNIKE, Inc. (NYSE:NKE) heads into its October 1 fiscal 2027 first-quarter report with Wall Street focused less on whether revenue can beat a modest guide and more on whether improving margins and performance categories can offset weak demand in the lifestyle business. The latest warning comes from Stifel, which cut its price target to $40 […]
Wedbush Goes Old School with Analog Economy ETFThe fund will track an index focused on companies whose business models depend on human labor, physical assets and tangible output.
For Sale: What Asset Managers Want in Indie ETF ShopsThere are a number of things to consider, including the fate of the products investors love, when their issuer is acquired.
Goldman Leads Bidding for $37 Billion Palmer Square, a CLO PowerhouseCLOs allow investors to potentially get higher-than-average returns in exchange for taking on greater default risk.
Sports Betting Looks for a Parlay Into FundsRex Shares, Volatility Shares, LeagueShares and others have filed for suites of ETFs tied to performances of baseball and hockey teams.
Chinese beauty product exporters are sitting pretty despite US trade disputeSINGAPORE/LIANYUNGANG, China, Sept 23 (Reuters) - From pre-bleached straight hair wigs to wavy clipped extensions and blinged-out coffin-shaped nails, sales of Chinese-made beauty accessories are surging across the United States. While friction over soaring Chinese exports of high-profile items such as cars and batteries forms the backdrop to this week's presidential summit, the boom in the non-strategic beauty sector underlines China's manufacturing prowess.