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Nvidia's price action and liquidity suggest continued conviction from institutional players even as headlines rotate. This trade targets $245 with a $205 stop over a mid-term 45 trading day horizon — a tactical long that balances upside from AI/data-center momentum with an explicit risk control.
Several large technology and consumer-facing firms are scheduled to report quarterly results on Wednesday, September 2. The most prominent names include Broadcom, Hewlett Packard Enterprise, Snowflake, NetApp and Five Below. A broader group of companies across materials, apparel, software and retail also carry estimates for earnings per share and r…
A Kremlin aide said on Tuesday that Russian President Vladimir Putin, U.S. President Donald Trump and Chinese President Xi Jinping could hold a trilateral meeting at the upcoming Asia-Pacific Economic Cooperation summit. The remarks came from Yuri Ushakov in Bishkek, where he noted the issue had been discussed and that all three leaders were expect…
The International Atomic Energy Agency reports that Iran is blocking its inspectors from visiting nuclear sites, leaving the agency unable to confirm the location or condition of significant stocks of enriched uranium. The restricted 11-page IAEA document circulated in Vienna highlights proliferation concerns and urges Tehran to allow immediate ver…
Edgewell has moved past a heavy portfolio of low-margin feminine care, collected $340M in proceeds, and is leaning into higher-margin shaving and sun categories. Valuation is modest - market cap about $1.29B with price-to-sales ~0.65 and free cash flow of $52.4M - while technicals show a constructive base. I recommend a tactical long with an entry …
CrowdStrike is expanding its Falcon security platform within Google Cloud’s enterprise AI environment to give organizations protections for AI runtime risks, integrate threat intelligence into Gemini Enterprise workflows, and offer regional deployments aligned with hyperscaler preferences and operational needs.
Minerals Technologies Inc. announced that its subsidiary CETCO’s FLUORO-SORB® adsorbent has received the 2026 Water Environment Federation Innovative Technology Award for its advanced capability in removing PFAS from various contaminated water sources. This recognition highlights the company’s leadership in water treatment innovation addressing cri…
Howmet Aerospace shares rose 3.3% on Tuesday after analysts reiterated bullish views, arguing that recent price weakness following SpaceX’s announcement represents a buying opportunity. Bernstein SocGen Group’s Douglas Harned and Citi’s John Godyn maintained constructive ratings and high price targets while noting the uncertainty around SpaceX’s ab…
Alpha Compute Corp. received an additional 180-day period from Nasdaq to regain compliance with the minimum $1.00 bid price requirement for continued listing on The Nasdaq Capital Market. The company plans to execute its operational strategy and may consider a reverse share split if necessary to maintain its listing. The stock continues trading und…
MicroStrategy (MSTR) presents a stronger Bitcoin-correlated upside but carries sharper volatility and negative free cash flow. Coinbase Global (COIN) delivers positive free cash flow and an exchange-based business, yet its fair value and analyst-target upside trail MSTR and its recent revenue contracted.
Interactive Brokers Group shares dropped after UBS analyst Michael Brown initiated coverage with a Neutral rating and a $102 price target, citing a valuation that already embeds much of the company's competitive strengths and anticipated earnings growth through 2030. UBS forecasts low-teens EPS growth to 2030 and expects margins to remain in the hi…
Nestlé has reached agreement to sell its mainstream vitamins, minerals and supplements business - the Holistic Health portfolio - to private equity firm Yellow Wood Partners for $1.0 billion. The transaction, which requires regulatory approval, is slated to close in the first half of 2027 and transfers seven established consumer brands along with a…
Goldman Sachs refreshed its conviction lists for September, adding and removing several stocks in the U.S. and Europe. In the U.S., Vertex Pharmaceuticals was added while Interactive Brokers was removed, keeping the U.S. list at 23 names. In Europe, RWE, Adyen and Talanx were added as Enel, Wise, Hannover Re and Zalando were taken off. Analysts cit…
U.S. Central Command reported it launched strikes on Islamic Revolutionary Guard Corps targets inside Iran at noon ET on September 1, citing recent IRGC attacks on commercial shipping in the Strait of Hormuz and threats to U.S. personnel. The action, which came after a series of strikes and counterstrikes in the region over the prior week, coincide…
Toll Brothers, Inc., a leading luxury home builder, has opened its latest community, Toll Brothers at Kresston, in Montgomery County, Texas. The community features six luxury home designs ranging from 3,293 to over 4,802 square feet, with prices starting in the low $700,000s. Amenities include a resort-style pool, playgrounds, pickleball courts, an…
J.P. Morgan analyst Sebastiano C Petti published his September rankings for cable, satellite and telecom services equities, leaving AT&T as the top recommendation. The firm’s list weighs build programs, spectrum opportunity and subscriber trends, and includes upgraded conviction for Anterix and a view that the recent T-Mobile pullback presents a bu…
Ferrari N.V. has completed the second tranche of its multi-year share repurchase program, buying back approximately €250 million worth of shares, and announced the third tranche of up to €250 million starting September 2, 2026. The ongoing buyback program supports shareholder value and follows authorization to repurchase up to 10% of common shares …
Toll Brothers, a leading U.S. luxury homebuilder, announced its new Woodford Glen community in Horsham, Pennsylvania. The development will offer 22 spacious single-family homes on large one-acre lots, priced starting at $1.6 million. Construction is underway with sales to begin in late 2026, targeting buyers seeking luxury estate homes with modern …
Tokyo Electron stands to gain as AI chip designs push wafer processing complexity higher. We outline a long trade: entry $260.00, target $340.00, stop $230.00 over a long-term (180 trading days) horizon, with a medium risk profile. Catalysts include sustained AI-driven capex, memory refresh cycles and share gains at advanced logic fabs. Key risks i…
AST SpaceMobile's second-quarter results delivered the clearest proof point yet that its in-space cellular concept can generate real revenue, but the market is fixated on potential manufacturing delays. This trade idea buys a measured pullback with a mid-term horizon and tight risk controls: entry $55.00, target $80.00, stop $46.00. The plan bets t…
Shares of Apollo Global Management slid after Brightspeed, a broadband company backed by Apollo-managed funds, disclosed a going-concern warning and weaker quarterly revenue, prompting investor concern about potential losses in Apollo’s private equity holdings. Apollo’s simultaneous conversion of a Oneok stake into structured debt to support a take…
Consumer prices in Lima increased 4.44% year-on-year in August, the fastest pace in almost three years, driven by higher costs in housing and utilities including electricity and gas. Monthly inflation in the capital was 0.07%. The reading surpassed economists' median estimates and keeps annual inflation above the central bank's 1% to 3% target for …
Canada's leader said the United States must stop posturing and engage seriously if talks to avert additional U.S. tariffs are to resume. Ottawa walked away from negotiations on Aug. 21, citing unacceptable late changes from the American side. Recent public remarks and social media posts from U.S. leadership have further strained the atmosphere, acc…
Viant Technology (DSP) runs an AI-enabled programmatic ad platform with traction in Connected TV and recently launched Outcomes autonomous ads. The business is showing accelerating revenue and profit growth, trades near its 52-week high, and offers a reasonable valuation relative to cash generation. For concentrated portfolios looking for different…
The U.S. delegation at the G20 urged member countries to agree on measures to reduce global trade and fiscal imbalances, with a particular focus on China’s export-driven surplus. The appeal comes amid a renewed sell-off in global government bonds, with Japan's 10-year yield climbing to 3% and broad-based increases in yields across major markets. Di…
