Equities News

As the AI boom enters its next phase, investors and analysts have increasingly begun asking if — and when — Nvidia’s growth supercycle could slow.

Meta estimates an adverse judgment could reach $1.4 trillion, nearly matching its market value.

Dick’s Sporting Goods praised strong demand for Nike performance footwear.

The New York Times reported earlier Tuesday that the streaming service is considering adding more streamers, like Comcast’s Peacock and Fox One, to its roster.

Polestar is pivoting toward Europe, which generated nearly 80% of its first-half retail sales.

Trump’s Saudi nuclear deal is now before Congress and could create new opportunities for U.S. companies involved in uranium, enrichment, reactors and nuclear fuel.

Google launched Gemini Enterprise for Legal, targeting research, document analysis, and contract work.

Keel Infrastructure stock has had a streak of red weeks recently, but a new deal could help reverse the trend.

Nvidia is slated to report its Q2 results after hours on Wednesday; it is seen as a bellwether for the broader market as the largest-weighted stock in the S&P 500 index.

Tesla will open its Nevada Semi factory on Sept.24, with capacity to produce as many as 50,000 trucks annually.

XPeng’s strong earnings did little to calm delivery concerns, while On Holding faced retail pressure and L3Harris dealt with leadership changes and higher spending concerns.

CFO Sandeep Aujla said the company’s fiscal 2027 outlook reflects “deliberate actions” to improve the price-value equation for customers.

Rum Group, Merck, and Newmont shares surged to annual highs amid positive company catalysts, Wall Street optimism, and a rise in gold prices.

Anthropic is expected to discuss its unusually large TAM with investors as part of its potential IPO process.

Weak footwear demand, lowered outlook, analyst target cuts, and Foot Locker concerns weigh on investors.

Rocket Lab’s Neutron could capture medium-lift demand as Falcon 9 commercial capacity tightens.

Canaccord analyst Joseph Vafi raised the price target on Strategy to $175 from $130, implying an upside of about 38% from its current price.

Treasury yields declined, as the benchmark 10-year Treasury note yield dropped by over 7 basis points to reach 4.63%.

On Monday, the Trump administration finalized a $1.55-billion funding package aimed at building domestic supply chains and reducing reliance on China.

Northrop Grumman CEO Kathy Warden anticipates the defense contractor will secure a substantial portion of contracts for the U.S. government’s ambitious space-based defense program.

The optimism around MRNA began last week after Moderna and partner Merck reported that their personalized cancer vaccine, intismeran, met key goals in a late-stage study for high-risk melanoma.

Zoom raised its FY27 revenue forecast to the range of $5.085 to $5.095 billion, meeting analyst expectations.

Intuit topped quarterly revenue and adjusted EPS estimates, but its fiscal 2027 outlook fell well short of Wall Street expectations.

According to a filing with the SEC, Kura President and CEO Troy Edward Wilson bought 100,000 shares of common stock on August 24 for about $1.24 million in total.

Chris Malone’s exit adds to a string of senior departures as OpenAI reshuffles its infrastructure team and prepares for a potential IPO.

Minutes from Federal Reserve discount rate meetings revealed that four of the 12 regional Reserve Bank directors pushed for higher interest rates.

At the 2019 Cybertruck launch event, Tesla outlined three versions for the vehicle, with the base variant starting at $39,900.

Morgan Stanley sees nearly 33% upside as cloud growth and enterprise AI spending fuel demand for observability software.

Prospective buyers and investment bankers are positioning themselves to acquire entertainment properties from Warner Bros. Discovery.

Rezolve will handle indexing and data pipelines for Google Cloud Web3’s blockchain datasets, helping ensure the information stays accurate, complete, up to date, and easy to access.

More than 12,000 unionized baristas are urging customers to stop spending at Starbucks until the coffee giant reaches a contract deal with workers.

Merck shares rose on growing confidence in its cancer pipeline, while Royalty Pharma hit a record high as Ziihera’s FDA approval strengthened its royalty opportunity.

SpaceX ends its seven-year run of Falcon 9 Starlink launches from Florida after ~260 missions, shifting future East Coast deployments to Starship and unveiling a new high-cadence Starbase site in Louisiana.

Goldman Sachs halved its price target on YSS, as weaker 2026 guidance and supply constraints overshadow the company’s latest defense win.

OpenAI’s custom-designed “Jalapeño” inference silicon beats Nvidia’s Blackwell systems in throughput per watt and latency on industry benchmarks.

The Louisiana project is expected to create 3,000 direct jobs over 10 years

The FDA approved Jazz Pharma’s Ziihera with chemotherapy, with or without BeOne’s Tevimbra, as an initial treatment for advanced HER2-positive gastroesophageal cancer.

UBS expects Lululemon to reduce its fiscal 2026 earnings forecast by around $1.25 per share, according to The Fly.

The rally in both assets followed $5.74 million of net inflows into U.S. spot HYPE ETFs on Monday, the second-highest daily inflow on record.

Government liquidity intervention drove the crypto rally, Ben Miller IV said, pointing to Japan's yen support and the Treasury's expanded bond buybacks.

Wall Street expects Marvell to report adjusted earnings of $0.93 per share on revenue of $2.7 billion for the second quarter.

CoreWeave expanded its partnership with Rescale to support AI and simulation workloads.

Bessent has referenced estimates that stablecoin market capitalization could reach almost $4 trillion, although the market currently stands at $300 billion.

JPMorgan expects Grok’s improving monetization to become an increasingly important contributor to SpaceX’s AI revenue.

Cisco also announced on Monday that it is expanding its Nvidia Secure AI Factory offering through a partnership with Supermicro.

Executive Chair Ed Stack said that as the quarter progressed, conditions across parts of the athletic footwear and apparel marketplace became increasingly promotional, and the firm took action to stay competitively priced to protect and grow its leadership position.

Paul Krugman stated that Scott Bessent’s planned sanctions campaign against Iran is unlikely to force Tehran into a deal.

According to a report by the South China Morning Post on Tuesday, Ma’s purchase shows ‘strong confidence for Alibaba to realize its AI ambitions.’

Canaccord raised its Strategy target to $175 from $130 and maintained a ‘Buy’ rating, saying the setup has "materially brightened."

Accenture believes the acquisition will strengthen its ability to help mid-market companies modernize operations, adopt AI, and drive growth.