Waller Cracks the Door to a September Pause and the Tape Rewards the AI Software Layer
Wall Street closed sharply higher on Thursday as Fed Governor Christopher Waller opened the door to a September rate pause and long yields eased. Snowflake ripped almost 17% on a guidance raise, Microsoft added nearly 3% on a reporting reshuffle that finally puts Azure on its own line, and Nvidia unveiled a $12.93 billion deal for Hugging Face. Campbell's cut its dividend and Lululemon slashed guidance after the bell.
ChartMill10 hours agoNVDA
Bill Ackman Says Pershing Square Has Achieved a 20% Gross Annual Return Since Inception and Aims to Keep Beating That Bar. Can His Newly Launched Funds Live Up to the Track Record?
Ackman is about to embark on a new venture.
Yahoo11 hours agoNVDA
Physical AI Series: Beyond Nvidia, Why ON Semiconductor Is My First Pick
ON Semiconductor is positioned as a key enabler of physical AI, focusing on power, sensing, and control layers. Learn why ON stock is a buy.
SeekingAlpha11 hours agoNVDA
Nvidia vs. Micron: Which Is the Better AI Semiconductor Stock to Own for the Next 5 Years?
Micron has outperformed Nvidia over the past year, but that could change over the next five.
Yahoo11 hours agoNVDA
Nvidia, Tesla, Robinhood, Snowflake, Ultragenyx, Ciena, and More Stocks That Explain Today’s Market
Nvidia stock rises on a deal for it to acquire Hugging Face while Tesla sadvances ahead of an important Cybercab event.
Yahoo22 hours agoNVDA
CEO Who Just Sold His Data Center Firm to SoftBank for $4 Billion Is Warning of a Late 1990s Moment
Marc Ganzi just cashed out a $4 billion deal, and now he is drawing a pointed comparison between today's AI infrastructure frenzy and the late 1990s fiber overbuild. His warning about who gets left holding the debt when the cycle turns is aimed squarely at the investors still rushing in.
Yahoo22 hours agoNVDA
Genesco Inc. Q2 2027 Earnings Call Summary
Moby summary of Genesco Inc.'s Q2 2027 earnings call
Yahoo22 hours agoNVDA
Wall Street Nears Record Highs With Help From Mag 7
Stocks rallied during Thursday's session, nearing record levels, with some help from the Magnificent Seven. The Roundhill Magnificent Seven ETF was up 2.7% to $70.58, just a stone's throw from its record closing price of $70.94. The Nasdaq was up 1.4% while the S&P 500 rose 1%.
Yahoo22 hours agoNVDA
Economist Paul Krugman Says Kevin Warsh "Sounded Utterly Conventional" at Jackson Hole, Despite Promising a Break From Fed Tradition. Does That Continuity Mean Rate Policy Won't Change Much Under Him?
Warsh wants change, but inflation still dictates Fed policy.
Yahoo23 hours agoNVDA
Duluth Holdings Inc. Q2 2026 Earnings Call Summary
Moby summary of Duluth Holdings Inc.'s Q2 2026 earnings call
Yahoo23 hours agoNVDA
Fed Governor Chris Waller Just Significantly Upped the Stakes for the Sept. 11 Inflation Report. It Could Decide Whether There is a Rate Hike at the Fed's Upcoming Meeting
Waller said he would consider leaving interest rates unchanged at the Fed's September meeting if the next inflation report shows progress toward the Fed's 2% target.
Yahoo23 hours agoNVDA
Brady Corporation Q4 2026 Earnings Call Summary
Moby summary of Brady Corporation's Q4 2026 earnings call
Yahoo23 hours agoNVDA
SoFi Just Posted Another Quarter of Fast Growth. What Has to Happen Next for the Stock to Follow?
This fintech stock trades 45% below its record high reached in November 2025.
YahooyesterdayNVDA
Dow Jones Futures Rise, Oil Prices Keep Climbing; Snowflake, Victoria's Secret Are Big Movers With Tesla Cybercab Event Due
The stock market rose modestly Wednesday. Snowflake surged late on earnings while Broadcom and HPE fell. A Tesla Cybercab event looms.
YahooyesterdayNVDA
QumulusAI Completes Deployment of All 616 NVIDIA RTX PRO 6000 Blackwell GPUs for Runpod, Weeks Ahead of Schedule
ATLANTA, September 03, 2026--QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today announced that it has completed deployment of 616 NVIDIA RTX PRO 6000 Blackwell GPUs for Runpod under two reserved-capacity agreements combining one- and two-year terms.
YahooyesterdayNVDA
Meet the Dividend King Stock That Yields Quadruple the S&P 500. Here's Why It's a Buy Now.
For investors seeking stability and portfolio income, this venerable REIT is in a class of its own.
YahooyesterdayNVDA
75% of Nvidia's $63 Billion Investment Portfolio Has Been Put to Work in Just 2 Game-Changing AI Stocks
Two timely investments over the last year have significantly appreciated in value.
YahooyesterdayNVDA
This Aerospace Stock Is Cheap, but Does That Make It a Buy Today?
For this aerospace-focused conglomerate, spinoff plans are not necessarily a silver bullet.
YahooyesterdayNVDA
QuantumCore to Participate in IEEE Quantum Week 2026 in Toronto
Toronto, Ontario--(Newsfile Corp. - September 3, 2026) - QuantumCore Ltd. (CSE: QNCR) (OTCQB: QNCRF) (FSE: K1Y) ("QuantumCore" or the "Company") is pleased to announce its participation as a Gold Sponsor of IEEE Quantum Week 2026, the IEEE International Conference on Quantum Computing and Engineering, taking place September 13-18, 2026 in Toronto, Canada.IEEE Quantum Week has become a key global gathering for the quantum computing and engineering community, bringing together researchers,...
YahooyesterdayNVDA
Stock Futures Wobble as Bond Yields Creep Higher
Stocks were set to open lower on Thursday as investors fretted about elevated bond yields. Nasdaq 100 futures fell 0.2%. S&P 500 futures were down 0.1%. Dow Jones Industrial Average futures were up 10 points, effectively trading flat.
YahooyesterdayNVDA
Intuitive Machines Has 7 NASA Missions on the Manifest. Is the Stock Finally Worth Owning?
This little space stock deserves a lot more attention.
YahooyesterdayNVDA
If You'd Put $500 Into SpaceX the Day It Went Public, Here's What You'd Have Today
Before it went public, investors thought this space stock was headed to the moon. Have they been right?
YahooyesterdayNVDA
Opinion: Google's Latest Antitrust Ruling Is a Big Win for Alphabet Investors
Alphabet stock soared the last time a judge rejected the Justice Department's bid to force it to sell part of its business.
YahooyesterdayNVDA
Bull of the Day: Semtech (SMTC)
Small player in a $200 billion AI connectivity TAM is on sale after EPS estimates just jumped 50%
YahooyesterdayNVDA
Nvidia Beat Earnings Estimates Again (15 Times Straight). History Says the Stock Will Do This Next.
Nvidia stock could drop in September as investors fret about the sustainability of AI spending.
YahooyesterdayNVDA
3 Millionaire-Maker Artificial Intelligence (AI) Stocks to Buy Now
Three AI infrastructure stocks -- Astera Labs, Credo Technology, and Vertiv -- are tackling the bottlenecks driving the AI boom and could offer million-dollar upside.
YahooyesterdayNVDA
3 No-Brainer Tech Stocks to Buy With $5,000 Right Now
Cipher Digital, Marvell Technology, and Fortinet are riding multiyear tailwinds.
YahooyesterdayNVDA
Should CoreWeave and Nebius Group Investors Be Worried About Circular Financing? Here's What the Numbers Say
The neoclouds are taking on significant debt to finance their data center build-outs.
YahooyesterdayNVDA
Tim Cook, Elon Musk, Andy Jassy, and Jensen Huang All Just Warned Investors About the Same Thing. Spoiler Alert: It's Fantastic News for Micron and Sandisk.
During their recent earnings calls, big tech CEOs spoke extensively about the rising cost of memory.
YahooyesterdayNVDA
Why Beyond Meat Stock Slumped Last Month
You'd sink too if you effected a major reverse stock split.
YahooyesterdayNVDA
Broadcom's AI Revenue Just Soared 221%, and Profits Tripled. So, Why Is the Stock Flat?
The data center and networking specialist provided the clearest evidence yet that AI adoption is surging.
YahooyesterdayNVDA
Vertiv Just Made an Up to $2.6 Billion Bet to Solve AI Data Centers' Biggest Bottleneck
Vertiv is expanding beyond the building shell to help connect data centers to power more quickly.
YahooyesterdayNVDA
Why Redwire Stock Rocketed 24% Higher in August
It was a month full of good news for the company.
YahooyesterdayNVDA
Where Will SoundHound AI Stock Be in 1 Year?
The stock is trading near the bottom of its 52-week range, but it has intriguing upside potential.
YahooyesterdayNVDA
Prediction: $1,104 Invested in Nvidia Today Will Be Worth This Much by 2030
The chipmaking giant's valuation can't go down forever.
YahooyesterdayNVDA
MongoDB Beat Every Estimate and Raised Guidance, Then Lost 13.6% in a Single Session
MongoDB crushed estimates and lifted guidance, then watched investors punish the stock anyway. The reason comes down to a single line buried in the earnings report that separates what the company reported from what it actually earned.
YahooyesterdayNVDA
Chevron Just Committed $7 Billion to Venezuela. Here's What It Means for CVX Stock.
Chevron just doubled down on Venezuela right after Washington cut an oil deal there. Will this bet pay off?
YahooyesterdayNVDA
Nvidia Did the Heavy Lifting for the Major Market Indexes Today
The major indexes rose about 0.4% Wednesday. Nvidia and Meta Platforms did nearly all of the work. Here's the math behind the quiet tape.
YahooyesterdayNVDA
Sandisk Stock: Buy, Sell, or Hold?
Sandisk has been crushing the S&P 500, and recent news from peer memory maker Samsung could extend its rally.
YahooyesterdayNVDA
Musk’s $30 Trillion AI Forecast Hinges on a Timeline Even NVIDIA Says Is Unrealistic
Elon Musk told G20 leaders that AI and robotics will add up to $30 trillion a year to the global economy, naming a specific deadline. The supply chain constraints binding even NVIDIA suggest the math only works if you ignore how long industrial revolutions actually take.
YahooyesterdayNVDA
NVIDIA (NASDAQ:NVDA) Screens as High-Growth Trend Template Stock
NVIDIA clears Mark Minervini's Trend Template with high-growth momentum: strong technicals, accelerating earnings and sales. A leading stock candidate.
ChartMill2 days agoNVDA
CoreWeave's Interest Expense Hit $640 Million Last Quarter, 2.4 Times What It Was a Year Ago
The AI cloud provider's borrowing rate fell over the past year. The bill got bigger anyway -- and it isn't done growing.
Yahoo2 days agoNVDA
The Case for Buying Comfort Systems USA Stock More Than 20% Below Its All-Time High
The 20% drop in Comfort Systems USA does not align with its multi-year tailwinds and substantial backlog.
Yahoo2 days agoNVDA
ORCL Stock Extends Fall Overnight After Analyst Cuts Price Target, Flags Analyst Day As Key Catalyst: Retail Watches Cautiously
Investors are looking for Oracle to prove that its massive AI infrastructure bet can translate into profitable cloud growth.
Yahoo2 days agoNVDA
MongoDB (MDB) Stock Looks Above Fair Value On Cash Flow And Sales
MongoDB has delivered a strong 36.4% one year return, yet both its market multiples and intrinsic value checks currently point to an expensive stock that trades at a premium to what its cash flows imply. The stock's 36.4% gain over the past year may already reflect high expectations for MongoDB's growth and execution. Investor focus on the expansion of MongoDB Atlas as a growth driver can support a rich valuation, while limited evidence so far of AI driven spending emerging in reported...
Yahoo2 days agoNVDA
Top 3 Defensive Stocks To Watch In September 2026
European government bond yields have climbed to multi year highs as investors price in higher policy rates for longer. That kind of backdrop often punishes weaker balance sheets and rewards companies that already manage risk conservatively. Investors who care about stability may not want to sit this out. This article highlights three low risk leaders our model flags as potential foundations for a steadier, long term portfolio. The stocks highlighted below are just a starting sample, and the...
Yahoo2 days agoNVDA
Got $10,000 to Invest This September? These Energy Stocks Could Turn It Into Over $600 in Annual Income.
Energy Transfer and MPLX are reliable income-generating pipeline plays.
Yahoo2 days agoNVDA
I'm Planning to Downsize in Retirement. You May Want to Do the Same.
In my book, there's lots to be gained by moving to a smaller space.
Yahoo2 days agoNVDA
Why Interactive Brokers Stock Tumbled on Tuesday
A dose of uncertainty from Wall Street weighed on the shares.
Yahoo2 days agoNVDA
Stock Market Today: Nasdaq, Dow Slide As Oil Prices Spike; Shell, Exxon Get A Boost (Live Coverage)
Stock Market Today: The Dow Jones index sinks Tuesday as oil prices jump around 5% on news of new U.S. military attacks on Iran.
Yahoo2 days agoNVDA
Nvidia Sells the Brains of the AI Boom. Something Else Is Selling the Muscle -- and It's Not on Wall Street's Radar.
AI data center owners are looking to cut operating costs. One way is to drop a century-old electricity convention and replace it with something surprising.
Yahoo2 days agoNVDA
Google Just Locked Up the Largest Geothermal Power Deal Ever Made.
Google is going big after geothermal power amid the AI data center boom, and Fervo is its first choice. Here's why.
Yahoo2 days agoNVDA
Texas Finds A Lot of Data Centers are Faking Power Demand
Data center companies and hyperscalers are inflating how much power they need and how much they actually use today. Texas and other states are saying ‘nope.’
Yahoo2 days agoNVDA
If Billionaire Warren Buffett Were Just Getting Started Today, Here's What He'd Buy With $10,000
The Oracle of Omaha's investment philosophy in 2026 would surely be different than his playbook from the 1950s.
Yahoo2 days agoNVDA
Nvidia: AI Boom Times Still Ahead
NVIDIA (NVDA) surges on 70â100% AI-driven revenue growth, big earnings beats, and cheap ~11x FY29 EPS. Read here for a detailed analysis.
SeekingAlpha3 days agoNVDA
Dividend Harvesting Portfolio Week 287: $28,700 Allocated, $3,270.88 In Projected Dividends
Dividend Harvesting Portfolio update: 45.46% ROI, $3,270 forward income at 7.84% yield.
SeekingAlpha4 days agoNVDA
Warsh's Jackson Hole Debut Rattles Rates and Tech
New Fed chair Kevin Warsh sounded hawkish in his first Jackson Hole speech, lifting Treasury yields and dragging the Nasdaq lower. Chips led the reversal, PayPal cratered on failed M&A, and French quantum firm Pasqal nearly doubled in its debut.
ChartMill4 days agoNVDA
Nvidia: Stock Price To Catch Up To Earnings Growth
NVIDIA is positioned for strong long-term growth, driven by advanced AI and data center solutions, notably the Vera Rubin architecture. Learn more about NVDA stock here.
SeekingAlpha4 days agoNVDA
Nvidia: The Best Days Are Far From Over
Nvidia's growth engine is far from peaking, translating into a solid outlook of 70% FY2028 revenue growth and robust AI chip demand. See why NVDA stock is a Buy.
SeekingAlpha4 days agoNVDA
Tech Rallies In September, I'm Adding Software And Chip Stocks
Nvidiaâs earnings and bold guidance fuel bullish sentiment; see why NVDA, MRVL and AVGO could rally into midâSeptemberâand how to manage correction risk.
SeekingAlpha4 days agoNVDA
