Equity News

Rockstar highlighted GTA 6’s humor, modern culture, and a more realistic world, while Netflix’s preview attracted 31.1 million views.

Baidu’s AI growth story and potential U.S.-China thaw are keeping retail traders bullish despite the sharp premarket pullback.

Retail sentiment remains bearish as traders criticize Nike’s weak performance, stale products, and uncertain turnaround under CEO Elliott Hill.

Despite macro headwinds and trade tariff concerns, retail sentiment on Stocktwits flipped to ‘bullish’ on SPY and QQQ.

Wall Street remains cautious about whether AI can drive faster growth and stronger revenue for UiPath.

A sweeping reset has yet to translate into financial gains, leaving investors divided over whether the turnaround is moving quickly enough.

Shay Boloor, chief market strategist at Futrum Equities, said in a post on X that a bigger opportunity for the company lies in its fuel cycle.

As investors question Alibaba’s $10.2 billion equity raise and AI spending returns, Bernstein cut its price target, but Bank of America raised its outlook on cloud growth.

Nvidia’s acquisition of Hugging Face, shareholder approval of the merger of NextEra Energy and Dominion Energy, and Vertiv Holdings’ acquisition of UtilityInnovation Group are in focus this week.

President Donald Trump’s latest stock-market post adds fresh momentum to Intel’s already explosive 160% year-to-date rally.

Michael Burry touts Birkenstock’s decades-long quality amid a 5.2% position.

XPeng says its new robot, IRON, is slated for mass production by year-end as the Chinese automaker takes on Tesla’s Optimus ambitions.

Huang highlighted Nvidia GPUs’ income-generating value as AI infrastructure spending accelerates.

Robinhood Markets has been named as one of the underwriters in smart-ring maker Oura’s IPO filing.

Bombardier defended its U.S. operations after Trump threatened sales restrictions, as Canada prepares tariffs on U.S. goods.

Dell Technologies, Vodafone Group and Zeta Global Holdings climbed to annual highs on Friday as positive company catalysts and Wall Street optimism added to their gains.

Oracle shares extend a three-day rally as OpenAI’s GPT-6 Astra boosts optimism around its AI cloud opportunity.

The new Lululemon CEO faces weakening sales, global pressures, and investor skepticism.

The U.S. struck three Iranian oil tankers on Saturday, while Iran’s Islamic Revolutionary Guard Corps (IRGC) responded by striking three tankers and three U.S.-linked vessels in other areas.

SanDisk jumped 3.6% overnight after its S&P 100 inclusion, extending a nearly 12% Friday surge.

The U.S. President said in a Truth Social post on Monday that winning the war with Iran would bring down oil and gas prices.

Sigma Lithium has disagreed with the court’s decision and said its operations are continuing while it prepares its legal defense.

UBS analyst Manav Gupta raised the price target on Bloom Energy stock to $325 from $300 and maintained a ‘Buy’ rating on the shares, implying an upside of more than 28% from its last close.

ARK added to both Robinhood and Solana-linked investments after a strong session for crypto-related stocks and blockchain activity.

S&P said on Friday that Bloom Energy, Everpure (P) and Illumina (ILMN) will join the S&P 500 index.

Treasury Secretary Scott Bessent foresees a sharp drop in crude oil prices and bond yields once active hostilities with Iran conclude, amid rising government debt concerns.

Novartis said on Friday that its late-stage trial of pelacarsen failed to reduce the risk of cardiovascular events.

The Claude maker could reportedly file its prospectus as soon as next week, setting the stage for a potential debut in late September or early October.

Nonfarm payrolls grew by 162,000 in August, while the unemployment rate held steady at 4.1%.

In a filing with the Securities and Exchange Commission, The Trade Desk said it will eliminate roles and reduce headcount by about 15%, with the work expected to be largely finished in the third quarter of 2026.

Anthropic is evaluating whether to build its own internal billing, payment, and fraud detection infrastructure.

Tesla CEO Elon Musk said in a post on X on Friday that “Tesla IPO value was a thousandth of its current value.”

Donald Trump has reportedly discussed the emerging strategy with senior advisers in two meetings in recent weeks.

Washington and Beijing are set to hold bilateral talks in mid-September to address growing risks from artificial intelligence, Reuters reports, as cyberattacks intensify.

The FDA’s target date for deciding on Pixclara is September 11.

Tyra is set to host a conference call on September 9 to discuss initial results from its Phase 2 study evaluating Dabogratinib in patients with intermediate-risk non-muscle invasive bladder cancer.

Stephanie Roth told Bloomberg TV the Federal Reserve’s decision on interest rates will ultimately hinge on inflation, which is due next week.

Shanghai officials added Baidu’s Hong Kong shares to Stock Connect, a trading link between mainland China and Hong Kong, Baidu said.

Netflix has announced a major subscription price increase in the United Kingdom, raising its lowest-priced, ad-supported tier by a third alongside cost increases for standard and premium offerings.

Nvidia is also reportedly considering an investment in Thinking Machines Lab, adding to its growing portfolio of AI companies.

Citigroup has officially abandoned its expectations for Federal Reserve interest rate cuts in 2026.

The brokerage said the launch likely fell short of investor expectations due to limited updates and lack of surprises associated with the company’s events.

Immuron signed an agreement with Sweden’s Calmino Group to distribute digestive-health product Proibs in the U.S

In a post on Truth Social, President Donald Trump said that high interest rates put the U.S. at an “unfair disadvantage” in the global economy.

In an interview with CNBC, Hassett compared the current AI investment cycle with the internet boom and said AI could eventually support “high growth and low inflation.”

The brokerage cut its price target to reflect relative valuations as fund flows have reduced multiples in the space sector.

Zscaler and DocuSign beat quarterly earnings estimates and received multiple price-target hikes, but analysts continued to flag questions around future growth.

According to a Reuters report, some Chinese suppliers are refusing to ship rare earth materials to U.S. customers, ahead of President Xi Jinping’s U.S. visit later this month.

Citi expects the iPhone 18 Pro and Pro Max models to cost about $200 more than their predecessors.

According to Michael Burry’s latest Substack note, he believes Lululemon’s incoming CEO will take over with a low bar, potentially creating room for a reset if the business returns to growth.