Intel shares climb 10% on analyst upgrade and pricing expectations
Intel shares surged 10% on an analyst upgrade, possible CPU price increases, and technical breakout.
08/09/2026 19:2312 min read
Equities
Bloom Energy stock up about 20% since last week's video; what next?
Bloom Energy shares rose about 20% after breaking through key technical levels, with the rally extending past moving averages and Fibonacci retracements.
08/09/2026 17:0215 min read
OpenAI and Anthropic Chase Investment-Grade Status After SpaceX's IPO
Goldman Sachs and Morgan Stanley ask rating agencies to treat OpenAI and Anthropic as investment-grade post-IPO.
08/09/2026 11:5611 min read
Nvidia CEO Points to 22% Rental Rate Jump as Proof Older Chips Still Earn Money
Jensen Huang cites a 22% rise in H100 rental rates to $3.28/hour as evidence that older Nvidia chips remain productive.
08/09/2026 07:418 min read
UBS recommends three investment areas as Fed rate hike odds climb to 60%
UBS recommends equities, bonds, and gold as Fed rate hike odds rise to 60%.
08/09/2026 05:1310 min read
Analyst Sees $600M Sequencing Revenue for Tempus AI in Cancer Vaccine Gold Rush
Analysts see Tempus AI benefiting from personalized cancer vaccines, with potential $600M annual sequencing revenue.
08/09/2026 02:139 min read
Goldman Sachs upgrades India view on resilient earnings and stable rupee
Goldman Sachs says India has weathered external shocks, with MSCI India forward P/E at a decade low of 20x and earnings growth forecast at 12%.
08/09/2026 01:0319 min read
UBS now expects two Fed rate hikes, sees equity outlook intact
UBS expects two Fed rate hikes in 2025 after strong jobs data, maintaining a positive equity outlook driven by economic strength.
07/09/2026 22:1321 min read
European stocks end the day on a mixed note
European stock benchmarks finished the session mixed, with energy shares supported by higher oil and bond yields climbing on rate concerns.
07/09/2026 17:319 min read
Isar Aerospace Reaches Orbit, Claims €10B Pipeline; SPCX Unmoved
Isar Aerospace's Spectrum reached orbit on second flight, claiming a €10B pipeline. SPCX stock closed at $147.95.
07/09/2026 13:1311 min read
Trump Posts AI Image of Intel Stock Surge, Says He Made 'Hundreds of Billions'
Trump posted an AI image claiming big Intel stock gains; the post follows a pattern of stock-related Truth Social messages.
07/09/2026 07:429 min read
European shares open lower as oil gains, rate fears weigh on sentiment
European stocks edged lower at the open as rising oil prices and rate concerns offset tech-led gains in Asia.
07/09/2026 07:414 min read
US markets shut for Labor Day, impacting liquidity and trading
US markets closed for Labor Day, leading to thinner liquidity and potential exaggerated price moves. Key inflation data due later this week.
07/09/2026 04:337 min read
Chip surge pushes Nikkei, Kospi higher; Japan's rally reasoning questioned
South Korean stocks and won rallied on AI chip demand, while Japan's Nikkei rose but the calmer markets narrative conflicts with Wall Street's decline.
07/09/2026 02:5118 min read
Rate hikes and expectations ripple through stocks, gold and currencies
Mohamed El-Erian discusses how a bond sell-off driven by buyer-base concerns, not just inflation, affects stocks, gold, currencies, and Fed politics.
07/09/2026 02:1219 min read