This has been a history-packed year for Wall Street. The Dow Jones Industrial Average (DJINDICES:^DJI), S&P 500 (SNPINDEX:^GSPC), and Nasdaq Composite (NASDAQINDEX:^IXIC) have all catapulted to several new highs, and Fed Chair Kevin Warsh was sworn in as only the 17th head of the Fed on May 22.
But the most game-changing event of them all might be Warsh and the Federal Open Market Committee (FOMC) kicking off only the fourth interest rate-hiking cycle of the 21st century on Sept. 16. Fed Chair Warsh and 11 other FOMC colleagues voted unanimously (12-0) to raise the federal funds target rate by 25 basis points to 3.75%-4.00%.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Kevin Warsh and the FOMC just shifted to a rate-hiking cycle. Image source: Official Federal Reserve Photo.
President Donald Trump hasn't been shy about voicing his displeasure with the FOMC's stance on interest rates. But in Warsh's comments to the press following the Sept. 15-16 FOMC meeting, he indirectly fired back at Donald Trump's ongoing interest rate critiques.

#rate #sept

Famed "Big Short" investor Michael Burry isn't letting go of his bearish views towards Wall Street.
"The stock market is quite obviously in its first stage of grief, denial," Burry recently wrote on X. "Per 2000 and 2008, this stage lasts 6-9 months."
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
A single line on your car insurance policy could be inflating your premium by up to 30% — here's what to change

#burry #short #wall #jeff

Intel sold control of Altera last year. Now the programmable-chip company is heading back toward the public market just as AI gives investors a new reason to care about FPGAs.
Altera said on September 15 that it confidentially filed for a U.S. IPO. Reuters previously reported that the offering could raise more than $2 billion. Silver Lake owns 51% after investing $4.46 billion for control, while Intel Corporation (NASDAQ:INTC) retains 49%.
Intel Corp.'s headquarters, the Robert Noyce Building in Santa Clara, California. Photo from Intel Corp website
The most useful strategic comparison is Advanced Micro Devices, Inc. (NASDAQ:AMD), which bought FPGA leader Xilinx in 2022 and integrated programmable silicon into a much broader data-center portfolio.
Intel bought Altera for $16.7 billion in 2015 before separating the business and selling control to Silver Lake. An IPO would create a new market valuation for Intel Corporation's (NASDAQ:INTC) remaining interest.

#corp

NextEra Energy, Inc. (NYSE:NEE) announced on September 8 that it had secured a loan of up to $1.9 billion from the U.S. Department of Energy to support the restart of a shuttered nuclear power plant in Iowa. The Duane Arnold Energy Center ceased operations in 2020 after 45 years of service. The plant is now expected to resume operations in early 2029, pending regulatory approvals.
The federal funding is intended to help restore the facility and add reliable generation capacity as the US electricity demand soars to record levels amid the AI boom. To help meet the growing demand, President Trump is making efforts to accelerate the expansion of nuclear energy. He has signed an executive order to get 10 large conventional reactors under construction by 2030 and has also called for federal funding to support the restart of shuttered nuclear plants.
John Ketchum, Chairman, President, and CEO of NextEra Energy, commented:
"Restarting Duane Arnold is about delivering new power to meet new demand while generating billions of dollars in economic value for Iowans. Just as importantly, it shows how America can support rapid economic growth and rising electricity demand while helping keep power affordable for existing customers. By bringing new generation online to serve new demand, we can strengthen the grid, create hundreds of good-paying jobs and help ensure Iowa families and businesses are not asked to bear the costs of growth. We appreciate the Administration's leadership in advancing America's nuclear renaissance and share its commitment to an all-of-the-above energy strategy that expands supply, strengthens energy security and keeps America competitive."
Photo by Frédéric Paulussen on Unsplash

#duane #arnold

Intel Corporation (NASDAQ:INTC) is targeting a potentially significant opportunity through its strategic Terafab partnership with companies **** ociated with Elon Musk, including **** eX, Tesla, and xAI. The initiative is part of an ambitious semiconductor manufacturing project focused on producing advanced chips for artificial intelligence (AI), robotics, autonomous vehicles, and other compute-intensive applications.
On September 15, Tigress Financial highlighted the strategic importance of the alliance to Intel's turnaround prospects. The research firm reiterated its Buy rating on Intel and raised its price target to $145 from $118, citing the company's long-term growth opportunity.
The Terafab partnership could provide Intel's foundry business with exposure to customers that have substantial AI and high-performance computing requirements. Securing external customers could help Intel increase manufacturing scale while improving the utilization and economics of its foundry operations.
The partnership could also support Intel Corporation (NASDAQ:INTC)'s efforts to improve its semiconductor manufacturing technology. Greater production volumes and engagement with demanding customers could provide opportunities to improve manufacturing economics, yields, and scalability as Intel works to strengthen its competitive position in advanced chip manufacturing.
Beyond manufacturing scale, Terafab could expand Intel's role in the broader AI semiconductor supply chain. The company has historically been heavily **** ociated with CPUs, but growing its foundry business could give it greater exposure to AI accelerators, custom silicon, and other specialized compute applications. A relationship with major AI-focused customers could also help provide greater visibility into future manufacturing demand.

#Intel

Corning (GLW) stock took a sharp hit this week after the company opened the door to a potential $2 billion equity offering that could dilute existing shareholders. The stock dropped 13.7% on Sept. 14, marking its worst one-day decline in years. At the same time, Corning is expanding its capacity and signing major deals with some of the world's biggest tech companies, including Nvidia (NVDA) and Amazon (AMZN). Its latest Verizon (VZ) agreement alone covers over 80 million miles of optical fiber and connectivity products through 2032. Corning shares have since recovered, shifting attention away from dilution fear to whether the capital raise was a sensible decision, how much stock Corning actually sells, how quickly Optical Communications grows, and whether new capacity generates the returns management expects.
Let's find out more on what matters for investors now.
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
JPMorgan Gives Up Forecasting Iran War Endgame as Trump Tells Reporters 'Anything Could Happen With Me'

#Stock #sept

This story was originally published on Trucking Dive. To receive daily news and insights, subscribe to our free daily Trucking Dive newsletter.
Truckload LLC, doing business as Expedite Express, filed for Chapter 11 bankruptcy last week, a process typically done to reorganize operations.
The Southwest Florida-based carrier estimated its **** ets between $100,000 and $500,000 with estimated liabilities of $50,000 or less, per a voluntary petition in court. The business also suggested it had at least 50 creditors.
The business has four power units and eight drivers, according to a federal database as of early June, and provides services across North America, per its website.
Expedite Express joins a list of trucking companies declaring bankruptcy in 2026 as financial and operational challenges continue to batter the industry.

#dive #estimated #chapter

Updated Sept 17, 2026, 2:36 pm EDT / Original Sept 17, 2026, 1:21 pm EDT
Ready for an artificial intelligence bot to buy things for you? Love it or hate it, the option is getting closer to reality thanks in part to a deal between Mastercard
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and fintech firm Alchemy.
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Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

#updated #original #mastercard #company

When it comes to retirement security, Shark Tank's Kevin O'Leary, Barbara Corcoran and Robert Herjavec have it made, amassing multiples of the $1.46 million nest egg many Americans believe they need to retire comfortably.
According to The Street, real-estate maven Corcoran, 77, is worth an estimated $100 million. O'Leary, 72, who became a millionaire when he sold his software company Softkey to Mattel for $4.2 billion in 1999, is worth $400 million. Tech security pro Herjavec, 63, is worth north of $300 million.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
The tax breaks in Trump's 'big beautiful bill' expire after 2028. Here are 4 moves to make before the window closes

#security #herjavec #shark #kevin

Corn prices are back down 2 to 4 ½ cents on Tuesday morning. Futures posted gains of 1 ¼ to 3 ½ cents across the board on Monday. September futures expired up 1 ¾ cents at $5.12. Open interest was up 10,360 contracts on Monday suggesting new buying. There were 43 deliveries against September corn on the last trade day. The CmdtyView national average Cash Corn price was up 3 1/4 cents at $4.87.
The weekly Crop Progress report tallied 86% of the US corn crop dented as of September 13, with 42% listed as mature and harvest at 8% complete. Condition ratings were back up 1 percentage point this week at 57% in good to excellent condition, as the Brugler500 index held steady at 347.
Cattle Bulls Are Back in Business as Futures Prices Rise
Coffee Prices Rebound on Technical Short Covering
Coffee Prices Rise on Technical Short Covering

#corn #cents #Monday

Sept 16 (Reuters) - A majority of younger U.S. healthcare workers plan to explore new jobs within the next year, even ‌as many want long-term stability with a single employer, a survey ‌released on Wednesday found.
The findings highlight a retention challenge for U.S. healthcare employers already facing a projected shortage of nearly 500,000 workers by 2038, as an aging workforce and rising demand put pressure on staffing.
About 70% of Generation Z healthcare workers, generally those born between 1997 and 2012, said they expect ‌to explore new roles ⁠over the next year, according to the survey by Harris Poll, commissioned by education services company Strategic Education ⁠and Workforce Edge.
Yet 65% said they ultimately hope to remain with one employer for five years or more, while nearly all said job stability was important to them.
Across all age groups, 59% of healthcare workers said they expect ‌to seek a new role over the next year, the survey found.

#survey

Ron Paul is urging Americans to swap cash for gold coins.
In a recent interview with Kitco News, the former U.S. representative had some choice words about Treasury Secretary Scott Bessent's handling of the current bond crisis, which he sees as a reason everyone should stock up on gold ASAP.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
The tax breaks in Trump's 'big beautiful bill' expire after 2028. Here are 4 moves to make before the window closes

#scott

Umios, the ******* anese seafood giant previously trading as Maruha Nichiro, has made another investment in Southeast Asia with a stake in Pataya Food Industries.
Tokyo-listed Umios is taking a 25.1% stake in Thailand's Pataya Food Industries (PFI), which was set up in 1979 and manufactures branded seafood and pet-food products, as well as acting as a B2B supplier in Asia.
Based in the capital Bangkok, PFI has a capitalisation of Bt280m ($8.4m), according to Umios, which did not disclose the target purchase price for the minority interest.
The transaction is being conducted through the Umios group firm Kingfisher Holdings.
Umios said in a statement the deal and "alliance" with PFI will "expand the group's portfolio of processed foods and other products, as well as its sales channels in Asia, advancing the local strategy set out in its long-term vision".

#pataya #industries #seafood #well

Salesforce Inc. (NYSE:CRM) continues to strengthen its enterprise artificial intelligence offering as it looks to make AI a larger part of its customer relationship management ecosystem. On September 9, reports emerged that the company is prepared to spend as much as $2 billion to acquire Listen Labs, an AI-powered customer research platform.
The potential deal would extend Salesforce's aggressive M&A strategy as the company seeks to expand its generative and agentic AI capabilities. Salesforce recently completed its approximately $3.6 billion acquisition of customer service AI agent provider Fin, formerly Intercom, underscoring management's willingness to use acquisitions to accelerate its AI roadmap.
Listen Labs could add a new layer of customer intelligence to Salesforce's platform. The company uses artificial intelligence to conduct customer interviews through audio and video and ******* yze the resulting responses.
Kritchanut/Shutterstock.com
The potential acquisition could be particularly valuable for Salesforce Agentforce, the company's platform for building and deploying AI agents. Listen Labs could end up providing crucial insights into why customers behave the way they do. Customer interviews and conversations can reveal motivations, preferences, frustrations, and other qualitative information that may not be captured in traditional CRM databases.

#customer #salesforce #platform #artificial

Sky Protocol, earlier known as MakerDAO, is a decentralized finance (DeFi) project built on Ethereum.
The crypto project is best known for its USDS stablecoin. Pegged 1:1 to the U.S. dollar, USDS attempts to keep its value the same as that of the dollar.
As per the onchain ****** ytics platform DeFiLlama, USDS has a market cap of more than $6 billion and accounts for over 2% of the total stablecoin market.
Sky Protocol's governance token, SKY, gives holders the right to vote on the protocol's future. With a market cap of $1.38 billion, SKY is the 62nd largest cryptocurrency.
Related: Explained: What is a stablecoin?

#stablecoin #project #dollar #billion

The artificial intelligence (AI) boom is fueling a nuclear renaissance. For the industry to grow, massive amounts of energy-intensive compute power will need to be built. As a low-carbon, high-baseload energy source, nuclear power is a promising solution.
NuScale Power (NYSE: SMR) is the only small modular reactor (SMR) developer in the U.S. approved by regulators to construct an SMR facility. SMRs are ideal for the AI data center build-out, given that they can be built more quickly and at a lower cost than conventional nuclear plants. This smaller footprint allows an SMR to be constructed near the data center infrastructure itself.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Despite growth potential, NuScale shares are down 40% this year. Skepticism is reasonable. Only two SMR systems currently exist worldwide. NuScale has never commercialized any of its SMR designs. Plus, the company already experienced a sizable failure in 2023 when its biggest customer (at the time) canceled its project.
While NuScale operates in an industry that should see long-term growth, the nuclear stock's future may hinge on a single upcoming catalyst.

#nuclear

Data centers will need a lot more electricity. That's the takeaway from Goldman Sachs research published Sept. 1, 2026, which estimates U.S. data center power demand could approach 108 gigawatts by 2030.
That surge creates opportunities not only for utilities that deliver power to the grid, like American Electric Power (NASDAQ: AEP), but also for companies that manage power and heat inside the data center, like Vertiv (NYSE: VRT). Here's how these industrials stocks can help you profit from the artificial intelligence (AI) power boom.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
American Electric Power is one of the country's leading utilities, serving millions of customers across 11 states. It also operates the largest transmission network, which puts it in a prime spot to capture rising demand from data centers for more high-voltage lines and additional power supply.
AEP now has 69 gigawatts of contracted load additions through 2030, up from 63 gigawatts disclosed in the first quarter. That increase highlights growing customer commitments and supports the case that data center demand is durable.

#power #flashing

Impax ******* et Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the "Impax US Sustainable Economy Fund". The letter can be downloaded here. The US Sustainable Economy portfolio outperformed the Russell 1000 in Q2 2026, with Institutional Class at 17.96%, Investor Class at 17.95%, and Class A at 17.92%, versus the index's 15.14%. Sector allocation and stock selection drove performance. The sustainability tools, including the Impax Sustainability Lens and Corporate Resilience framework, contributed positively. Equity markets rallied, with both the S&P 500 and Nasdaq reaching new highs before retreating. A key trend was rotation into AI and tech stocks, supported by mega-cap earnings and data center investments (US$750bn to US$1tn). In the second half of 2026, markets may remain volatile amid debates on AI adoption pace and economic momentum. However, growth tied to energy security and efficiency remains compelling, with demand for power, grid, and resource-efficient solutions supporting companies that benefit. The team focuses on businesses with strong growth, sound management, and attractive valuations, adjusting holdings as needed. This approach aims to build well-diversified, differentiated portfolios. Also, please check the fund's top five holdings for its best picks in 2026.
In its second-quarter 2026 investor letter, Impax US Sustainable Economy Fund highlighted Applied Materials, Inc. (NASDAQ:AMAT) as a notable contributor to performance. Applied Materials, Inc. (NASDAQ:AMAT) provides materials engineering solutions, equipment, services, and software to the semiconductor and related industries. On September 04, 2026, Applied Materials, Inc. (NASDAQ:AMAT) closed at $454.71 per share. Over the past month, Applied Materials, Inc. (NASDAQ:AMAT) declined 12.91%, but its shares are up 180.60% over the past year. Applied Materials, Inc. (NASDAQ:AMAT) has a market capitalization of $360.86 billion, and its stock has traded within a 52-week range of $161.75 - $739.67
Impax US Sustainable Economy Fund stated the following regarding Applied Materials, Inc. (NASDAQ:AMAT) in its Q2 2026 investor letter:
"Applied Materials, Inc. (NASDAQ:AMAT) (Semiconductor Equipment, Information Technology) is owned for its Sustainability Lens exposure to Digital Infrastructure and Education themes, and for its high Corporate Resilience score. The stock benefited from a recovery in semiconductor capital expenditure, with leading-edge logic and memory chipmakers restarting investment programs deferred from the prior year. Applied Materials reported strong order intake and revised its full-year guidance upward, reflecting the broad-based nature of the semiconductor equipment recovery."

#NASDAQ #sustainable #economy

CNBC reported that Paramount Skydance Corporation (NASDAQ:PSKY) CEO David Ellison has cleared regulatory approval in 68 jurisdictions for his $110 billion bid to acquire Warner Bros. Discovery, Inc. (NASDAQ:WBD), but a lawsuit from 12 state attorneys general remains the final obstacle.
California Attorney General Rob Bonta, who leads the states' case, canceled a planned settlement meeting with Ellison, noting a "lack of good faith." Paramount said it remains "hopeful" and denied being the source of leaks about the talks. Media veteran Tom Rogers said California's home constituency is "overwhelmingly against the transaction," reducing the state's incentive to settle. Paramount faces a ticking fee that could reach roughly $650 million per quarter starting September 30 and asked a court to force the states to post a $1.88 billion bond.
The deal already holds broad global regulatory approval, which strengthens Paramount Skydance Corporation (NASDAQ:PSKY)'s position in the remaining state dispute. With clearance from roughly 68 jurisdictions worldwide, the state antitrust lawsuits represent the main remaining obstacle rather than a broad regulatory challenge. This gives Paramount a strong basis to argue that the transaction has already withstood extensive regulatory scrutiny.
For Warner Bros. Discovery, Inc. (NASDAQ:WBD) shareholders, California Governor Gavin Newsom is sending a clear signal that he prefers a settlement over a prolonged court battle. If Paramount can satisfy California and the other states, WBD shareholders can finally receive the agreed payment instead of remaining stuck in legal limbo. That makes a negotiated resolution potentially attractive to shareholders who have faced prolonged uncertainty around the transaction.
Paramount has also shown flexibility rather than simply defending the deal's original terms. The company has acknowledged that it is considering structural changes to settle the lawsuits. It shows management is willing to make concessions to get the transaction completed. That flexibility could improve the chances of reaching a settlement without requiring the companies to wait for a lengthy court process.

#paramount #NASDAQ #california #states

The "magic number" many Americans plan their retirement around often refers to how much money they think they'll need saved before they can quit work.
As of 2026, that number has climbed to $1.46 million — a $200,000 increase from the year before.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
The tax breaks in Trump's 'big beautiful bill' expire after 2028. Here are 4 moves to make before the window closes

#jeff

On August 13, Applied Industrial Technologies (NYSE:AIT) reported fiscal fourth-quarter and full-year results for the period ended June 30, and the numbers were the best in company history. Quarterly sales climbed 10.4% year over year to $1.4 billion, with organic growth of 9.7% marking the strongest pace in more than three years. Yet in the same release, the industrial distributor guided fiscal 2027 sales growth to just 4.0% to 6.5%, a sharp step down that leaves investors wondering whether the acceleration is fading or just getting started.
Applied Industrial's fourth quarter showed growth spreading rather than concentrating in one corner of the business. The Engineered Solutions segment grew 12.9% while the Service Center segment grew 7.9%, both accelerating well past the pace either had shown earlier in the fiscal year. Full-year net sales reached $5.0 billion, up 8.8% year over year, with organic growth of 5.4%, meaning the fourth quarter alone ran at nearly double the full-year organic rate.
Profitability grew even faster than revenue. Fourth-quarter EBITDA rose 16.1% year over year to $177.6 million, and EBITDA margins expanded by more than 60 basis points, evidence that the extra sales reached the bottom line rather than getting discounted away. Net income for the quarter climbed 13.2% to $118.6 million, or $3.17 per share, while full-year earnings per share reached $10.95, up 8.2%. Management also pointed to an estimated 7% organic sales increase in the first quarter of fiscal 2027 to date, suggesting the demand that showed up in the June quarter has not cooled off since.
The company used that strength to raise its own long-term bar, lifting its intermediate targets to $7 billion in sales and 14% EBITDA margins over the next five years, and pointing to an active M&A pipeline as another lever beyond organic growth.
The same release that celebrated record results also set a noticeably slower pace for the year ahead. Fiscal 2027 guidance calls for total sales growth of only 4.0% to 6.5%, well below the 9.7% organic growth just posted, and EBITDA margins are guided to 12.5% to 12.8%, short of the 14% margin the company now targets down the road. Management explicitly cited tougher comparisons as fiscal 2027 plays out, language that suggests the fourth quarter's growth rate was closer to a peak than a new baseline.

#year #quarter #sales #full

When U.S. Treasury Secretary Scott Bessent claimed recently that interest rates have fallen since President Donald Trump's 2025 inauguration, there's some generalization there that needs to be unpacked.
Here's the yield curve on Jan. 20, 2025, Inauguration Day. And the curve as it existed on Aug. 31, 2026.
Why It's Time to Load Up on SoFi Stock
A $1.4 Billion Reason to Buy GameStop Stock Now
TIME Left Nvidia CEO Jensen Huang Off Its 100 Most Influential People in AI List — But Paris Hilton and Ben Affleck Made the Cut

#curve

Seagate gained 6.3% and Western Digital rose 5.9% on September 4 even as the S&P 500 fell 0.4%. The pairing was consistent with investors rotating toward profitable storage infrastructure rather than making a random defensive trade. Generative AI creates enormous data sets, checkpoints, logs, and retrieval stores, so the storage layer can benefit even when investors are less willing to pay for distant software profits. Seagate Technology Holdings plc (NASDAQ:STX) and Western Digital Corporation (NASDAQ:WDC) represent different ways to express that demand.
Source: Seagate
Seagate is the mass-capacity hard-drive specialist. In its latest fiscal-year release, management attributed performance to robust cloud data-center demand and argued that AI-driven data creation should support durable demand for high-capacity storage. The bull case is economic density: hyperscalers still need low-cost capacity behind expensive compute. The bear case is concentration and cyclicality. A few cloud buyers can change purchasing schedules quickly, and areal-density transitions can disrupt yields or costs.
Insider Monkey's filings database counted 131 hedge funds holding Seagate Technology Holdings plc (NASDAQ:STX) at June 30, up from 93 at March 31. Palestra Capital Management, managed by Andrew Immerman and Jeremy Schiffman, reported 386,123 shares, about 31% more than the 294,000 shares disclosed in Q1. That growing cohort indicates wider professional participation, not a guarantee that managers still held the shares when they rallied.
Western Digital offers exposure to hard drives after the Sandisk separation simplified its public-company story. Its appeal is similar: higher-capacity drives can monetize the expanding archive behind AI training and inference. The bear case is that cloud customers have purchasing leverage, while rapid shifts between flash, disk, and emerging architectures can change the mix more quickly than depreciation schedules do.

#digital #data #case

Concrete Pumping Holdings (NASDAQ:BBCP) Class A shares rose 17.4% in pre-market trading to $10.62 after the company reported fiscal third-quarter 2026 earnings and revenue above **** yst expectations, raised its full-year guidance and announced its first recurring quarterly dividend.
Revenue for the quarter increased 13% year over year to $116.8 million, exceeding the consensus estimate of approximately $109.7 million. Adjusted EBITDA also rose 13% to $30.4 million, with the adjusted EBITDA margin remaining at 26.0%.
Diluted earnings per share were $0.09, compared with an **** yst estimate of $0.08. Net income attributable to common shareholders increased to $4.5 million from $3.3 million in the same period a year earlier.
Following the quarterly results, Concrete Pumping increased its fiscal 2026 revenue guidance to between $425 million and $435 million, compared with its previous forecast of $410 million to $425 million.
Adjusted EBITDA guidance was raised to $103 million to $108 million from the previous range of $98 million to $105 million.

#ebitda #adjusted #revenue #guidance

US diesel hit a record $5.848 a gallon as two simultaneous wars choked global supply, pushing grocery and freight costs higher.
Brent crude dropped $42 from its April peak, yet diesel hit a record as refineries shifted to jet fuel, draining distillate stockpiles.
Goldman Sachs warns meaningful diesel relief requires recovery in Persian Gulf or Russian fuel flows, both largely beyond Washington's near-term control.
Just released. Our ****** ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
Energy ****** yst Jaime Brito put it plainly this week: "Diesel is the blood of the economy. It's the engine in which you move goods, food, agricultural goods from the farm to the supermarket". That line landed with unusual weight because US retail diesel just set an all-time high. Reuters reported on September 3 that US diesel prices hit a record as overlapping conflicts intensified a global supply crunch. The full-day national average reached $5.848 a gallon, eclipsing the previous peak.

#brent

Dallas Fed research confirms GenAI is actively displacing medical, legal, accounting, and coding workers, with recent college graduates disproportionately impacted.
AI-driven job losses could push U.S. unemployment from 4% to 10%, matching Great Recession peaks and displacing roughly 10 million workers.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
Will AI take jobs, or is the claim just a mirage? New data from the Federal Reserve Bank of Dallas shows that AI as a human replacement has started and is accelerating. The jobs being taken match many forecasts of vulnerable sectors. The information also indicates the job destruction will spread.
In a new research paper ***** led "Job postings show early signs of AI automation impact," the authors report, "A new ***** ysis, using data from millions of online job postings, shows GenAI is reshaping labor demand in Texas."

#GenAI #Research #workers #Jobs

Investment management company First Pacific Advisors recently released its "FPA Queens Road Small Cap Value Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 27.02% in the first half of 2026, outperforming the Russell 2000 Value Index's 22.99% gain and the S&P 600 Index's 23.90% return. Small-cap earnings growth also began accelerating relative to large caps, while the small-cap technology sector surged nearly 100% in 26H1. The fund's technology holdings gained 72.39%, contributing 14.87 percentage points, compared with a 95.27% return and 7.10-point contribution from the benchmark's technology sector. Excluding IT and cash, the Fund contributed 12.73% versus 15.89% for the Russell 2000 Value Index; on a fully invested basis, the figures were 16.62% and 17.59%, respectively. The portfolio continued to trim appreciated technology holdings amid the AI-driven rally, while maintaining a bottom-up approach and avoiding beaten-down SaaS stocks due to the widening range of AI-related outcomes. The fund also eliminated about $62 million in capital gains during Q2 and approximately $140 million year-to-date through July, while ending the quarter with 10.2% in cash. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, FPA Queens Road Small Cap Value Fund highlighted stocks like Sprouts Farmers Market (NASDAQ:SFM). Sprouts Farmers Market (NASDAQ:SFM) operates a specialty grocery chain focused on fresh, natural, organic, and health-oriented food products. The one-month return of Sprouts Farmers Market (NASDAQ:SFM) was -2.69% while its shares traded between $64.75 and $141.24 over the last 52 weeks. On August 31, 2026, Sprouts Farmers Market (NASDAQ:SFM) stock closed at approximately $82.04 per share, with a market capitalization of about $7.82 billion.
FPA Queens Road Small Cap Value Fund stated the following regarding Sprouts Farmers Market (NASDAQ:SFM) in its Q2 2026 investor letter:
Sprouts Farmers Market (NASDAQ:SFM) is a supermarket chain focusing on fresh, natural, and organic products. The company has strong operating margins, attractive returns on capital, and excellent new store economics. Through April 2025, SFM's stock performed extremely well in concert with strong revenue growth and rising earnings estimates. As SFM's valuation increased, we trimmed our position in late 2024 and early 2025. Then, when growth slowed in the second half of 2025, SFM's share price collapsed. Today, SFM trades at a low-teens multiple of forward earnings and we are comfortable holding a mid-sized position.

#sprouts #farmers #fund #road

Our ***** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Management deliberately scaled back mining operations to prioritize economic returns over pure scale, resulting in a sequential revenue decline.
The company transitioned a portion of its capacity to a leasing model, shifting direct operating costs and variable risk to lessees.
Operational efficiency was improved by phasing out older S19 series mining machines in favor of newer, more efficient hardware.
A new Bitcoin hedging program was implemented to mitigate price volatility and enhance the predictability of operating cash flows.

#tell #identified

What happened: Gold futures (GC=F) fell on Monday, but still closed out their best month since February.
What's behind the move: The precious metal rose roughly 10% in August, despite a recent pullback after Federal Reserve Chairman Kevin Warsh signaled that interest rate increases could be necessary to bring inflation under control.
US strikes on Iranian rocket launchers in the Strait of Hormuz region also reignited inflation fears as oil prices jumped.
Gold futures for December delivery hovered near $4,481 per troy ounce on Monday, extending declines of more than 3% on Friday after Warsh's commentary at Jackson Hole sent the precious metal tumbling as investors reassessed expectations for interest rates.
Read more: Gold prices today: Monday, Aug. 31: Gold sinks following U.S. strikes on Iran

#metal #interest #inflation

ePointZero, a subsidiary of 2PointZero Group, has announced plans to acquire a 90% stake in Azura Power, a pan-African independent power producer (IPP) with 752MW of operating capacity.
The company will enter the African power generation market as a result of this transaction, pending customary regulatory approvals and closing conditions.
No financial terms or expected completion date were disclosed.
The transaction would see ePointZero acquire the ownership interests held by Actis and Africa50 through an acquisition vehicle established with Amaya Capital.
Amaya Capital, which founded Azura Power in 2010, would retain a 10% minority stake.

#power #acquire