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2 months ago
Interested in Toronto Dominion Bank (The)? Here are five stocks we like better.
TD plans to open 100 U.S. branches by the end of 2028, focusing on strengthening its presence in major Northeast markets while expanding in Florida and the Carolinas, subject to regulatory approval.
The bank's anti-money-laundering remediation remains ongoing: fiscal 2026 costs rose to $550 million, and new controls must still be validated by internal and external reviewers before regulatory relief.
TD is targeting C$750 million in structural U.S. cost savings to fund growth, while expanding AI use in technology, AML monitoring and customer service; its U.S. business also returned to loan growth and posted a 3.47% third-quarter net interest margin.
If Boeing Ramps Up Production, These Suppliers May Win Big

#regulatory
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2 months ago
Expedia (EXPE) shares closed meaningfully lower on Sept. 16 after a senior Morgan Stanley ******* yst, Brian Nowak, downgraded the travel technology company to "Underweight." In his research note, Nowak ******* igned a $235 price target to EXPE, indicating it could sink another 20% from current levels.
His bearish call is significant given Expedia stock has already been in a downtrend, with its price currently trailing the recent high by about 15%.
Why It's Time to Load Up on Nvidia Stock
The Case for Selling CrowdStrike Stock
Dear Tesla Stock Fans, Mark Your Calendars for October 1

#Stock #morgan #brian #underweight
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2 months ago
Fundstrat's Tom Lee took the Future Proof Citywide stage earlier this year with CNBC's Scott Wapner for a session that landed in the middle of a jittery tape that included geopolitical conflict, oil spiking, private credit cracking, and fresh doubts about AI spending. Not too far off where we find ourselves currently, but with an awful lot of volatility and shifting, uncertain outlooks between these six months. While their conversation was a snapshot in time, you can expect more of this kind of sharp, thoughtful ****** ysis next week.
The contrarian take of the session was oil. High crude, Lee argued, is actually constructive for U.S. equities. With the U.S. as a net exporter, our economic competitors are importers, and stalled global growth pushes investors toward growth stocks, which is about 80% of the U.S. market. On AI CapEx, he pushed back on the sticker shock, claiming roughly $700 billion a year is a fraction of the $60 trillion global labor market and small change against daily moves in gold.
Lee also made the case that software had bottomed at the time, that enterprises building their own tools inherit the maintenance burden software companies exist to carry, and that private credit is genuinely bad but not a GFC repeat, with the real fix being taking private companies public rather than pushing private product into retail portfolios. On crypto, his argument shifted from a perspective of digital gold to one of plumbing whereby Wall Street tokenizes ****** ets, and AI agents needing a settlement rail that handles fractions of a penny.
His parting advice was the oldest one in the book, dressed in new clothes: miss the 10 best days of each year and a 16% average return goes to roughly nothing. Danger and opportunity show up together. Staying invested is the perpetual drumbeat of advisors to their clients, but one that needs banging louder when markets feel much less certain.
Future Proof Festival is September 14–17 in Huntington Beach and includes four days on the boardwalk with advisors, ****** et managers, and fintechs building the modern wealth management industry. Find us at the ETF Oasis and don't miss the stellar agenda we've got lined up.

#find #session #credit #time
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2 months ago
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below.
It's a critical decision and you only have one shot at it. Sometime in your 60s you'll probably have to choose between claiming your Social Security benefit or delaying it by drawing down your 401(k) instead.
Thousands, if not tens of thousands of dollars are at stake and most financial experts can give you multiple different variables, from market returns to life expectancy, that can complicate the decision further.
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
A record 45% of central banks plan to grow gold reserves — and many investors are following suit. Get your free gold IRA guide from Priority Gold

#finance #jeff #bezos
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2 months ago
US stocks surged on Thursday as optimistic comments from Federal Reserve governor Christopher Waller that pricing pressures showed signs of improving led traders to pare back rate-hike expectations.
The Dow Jones Industrial Average (^DJI) climbed 1.3%, and the S&P 500 (^GSPC) rose 1%. Both indexes posted their best day since Aug 4.
The tech-heavy Nasdaq Composite (^IXIC) jumped about 1.4% as the yield on 10-year Treasurys (^TNX) eased to 4.74%.
Nvidia (NVDA) stock rose 1% after the AI leader announced it would acquire open-weight AI platform Hugging Face for roughly $13 billion in a deal that's expected to close in 2027.
Stocks gained momentum after the Fed's Waller said he saw promising signs of "disinflation," suggesting he may vote to keep interest rates unchanged at the next Fed meeting. That led bond traders to rapidly scale back their bets that the Fed will raise rates in September to a tossup, from a 63% chance the day before.

#stocks
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2 months ago
Fraudsters will go to great lengths to con their victims, even if it means pretending to be an NFL player.
Thirty-five-year-old Daejon Labrayae Love allegedly defrauded 26 women and stole $1.3 million in an elaborate investment and romance scheme, NBC Bay Area reported.
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

#love #area
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2 months ago
Despite strong sales and growing momentum, Hyundai (005380.KS) CEO Carlos Munoz is going on the offensive in the US.
Hyundai revealed at its 2026 CEO Investor Day today that it will build more of its cars on US soil and pack American showrooms with new hybrids and its first extended-range EV, the centerpiece of its most aggressive product push in its history. New trucks and even a mid-size Toyota Tacoma competitor are coming too.
Munoz is betting on localized US production and that a wave of in-demand hybrids can lift profits and rev sales even as the overall US car market sits in neutral.
"Our fundamentals have never been stronger. Hyundai Motor Group is the third-largest automotive group and the second-most profitable, which gives us the ability to invest while others are pulling back," Muñoz said in a presentation. The company is bringing "more than 100 new models to market by 2030 with multiple powertrain options" while "raising our operating margin above 9 percent."
Of particular importance is the upcoming Santa Fe midsize SUV EREV [Extended Range Electric Vehicle], due in the first half of 2027 and built at Hyundai Motor Manufacturing Alabama. It pairs a battery with an onboard charger for more than 600 miles of range.

#range #motor #group
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2 months ago
H.B. Fuller Co. (NYSE:FUL) shares were unchanged in Monday's pre-market trading after the company's board rejected an unsolicited offer from Ancora Holdings Group worth up to $1.2 billion for its Building Adhesive Solutions business, according to Bloomberg, citing people familiar with the matter.
The board determined that Ancora's proposal materially undervalued the division and failed to adequately reflect its future growth prospects, the people said.
Directors also reportedly concluded that the bid did not recognise the strategic importance of Building Adhesive Solutions within H.B. Fuller's wider adhesives portfolio and lacked sufficient information from Ancora to constitute an actionable proposal.
Ancora responded strongly to the board's decision, arguing that H.B. Fuller dismissed its proposal without engaging with the investment firm.
An Ancora spokesperson told Bloomberg that rejecting the offer without discussions was "irrational" and reinforced the CEO and board's "proclivity for entrenchment."

#proposal #building
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2 months ago
Trump's June filing shows 1,051 trades worth up to $263 million, including Berkshire buys and Meta sales, executed by independent account managers.
Palantir trades surrounding the June 14 U.S.-Iran peace deal illustrate the conflict-of-interest overlap between Trump's policymaking power and his investment holdings.
Congress passed the Stop Insider Trading Act but deliberately exempted the president and vice president from its stock-trading restrictions.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Meta didn't make the cut. Grab the names FREE today.
The stock market has given investors plenty of reasons to stay invested during President Trump's second term. Since Jan. 20, 2025, the S&P 500 has gained roughly 28%, according to market data, despite a stomach-churning detour in April 2025. After Trump unveiled sweeping tariffs on April 2, the index fell more than 12% in just four trading days, before recovering as the administration paused many of the levies.

#trading #june #market
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2 months ago
The US Department of Energy (DoE) has awarded $500m to seven companies developing domestic critical minerals processing, battery recycling and advanced battery-material projects, according to a DoE press release and reporting by Reuters.
The announcement comes as the US administration seeks to expand domestic supply chains for materials used across energy, industrial and defence applications.
The funding, announced on 20 August, is the third round of grants under the DoE's Battery Materials Processing and Battery Manufacturing and Recycling programmes. The department said the selected projects would expand US processing and recycling capacity while reducing reliance on foreign sources.
The awards come as President Donald Trump has called for the US to become the world's "minerals superpower" and reduce its dependence on China for critical materials. Reuters reported that the administration has been using loans, grants and government investments to encourage domestic mining and processing projects.
Audrey Robertson, ****** istant Secretary at the DOE, told Reuters that hundreds of applications had been received for the latest funding round. The selected projects, she said, were those considered "most promising" and offering the highest potential return in areas of the battery supply chain identified as priorities.

#battery #recycling #materials #domestic
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2 months ago
Has Wall Street stopped panicking about AI chatbots destroying Alphabet Inc.'s (NASDAQ:GOOGL)'s traditional search business? On August 19, ****** yst Scott Devitt initiated coverage on the stock with a Buy rating, noting how concerns around Search have largely played out. However, declaring a multi-year risk narrative to be effectively over is a bold ****** ertion worth stress testing.
The data shows Google controls 90% of the search market. However, the risk still looms as people often turn to chatbots to search for information. Against this backdrop, the company has redesigned the search box for the first time in 25 years, placing the "AI Mode" ****** on directly in the box.
To discuss things deeper, Alphabet's (NASDAQ: GOOGL) second-quarter report earlier buried the search figure under two louder storylines. These include a $99 billion paper gain on its equity stakes, and an increase in capital spending plans. However, the numbers are there to decipher.
In the second quarter, Google Search & other revenue grew 17% year over year to $63.3 billion, down from 19% growth in the prior quarter and slightly behind expectations. Search was on a growth streak previously, accelerating from 10% in the first quarter of 2025 to 12% in the second quarter, 15% in the third, 17% in the fourth, and 19% in the first quarter of 2026. However, second quarter of 2026 snapped it.
"Considering Google's search revenue for the second quarter came in at $63.3 billion, slightly behind Wall Street's expectations of $63.4 billion, and investors will likely be scrutinizing the business in the third quarter."

#billion
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3 months ago
Richard A. Brooks/Getty Images
Shein is asking some of its existing investors to invest in an initial public offering that is supposed to give them an exit. While it's a welcome development for some, a series of failed attempts to go public means skepticism remains.
Bloomberg reported on Thursday that Chinese investment manager Boyu Capital and UBS ***** et Management are in talks to become cornerstone investors in the online fast-fashion retailer's Hong Kong listing. Shein has set aside at least $400 million of stock for cornerstone investors and is seeking to raise about $2 billion overall at a valuation of $26 billion to $27 billion.
Tencent and General Atlantic are among the other existing investors weighing commitments, according to the report.
Boyu is one of Shein's largest identifiable shareholders, owning Series D and D+ preferred shares at prices implying a value of roughly $815 million, according to Shein's draft IPO prospectus. The Hong Kong firm was founded in 2010 by partners including Alvin Jiang, a grandson of Jiang Zemin, leader of the Chinese Communist Party from 1989 to 2002.

#kong #jiang
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3 months ago
VivoPower PLC (NASDAQ:VIVO, FRA:51J) has fully retired the $28.8 million in shareholder debt it owed to AWN Holdings, eliminating the last of its principal obligation to the entity and sharpening its credit profile ahead of a planned AI data center buildout in Norway, according to a new ****** yst note from ****** le Capital Markets.
Of the total, $16.5 million was converted under the company's second PIPE offering, while the remaining $12.3 million was repaid in cash.
Analysts at ****** le said the move removes the ****** ociated interest expense and materially improves VivoPower's credit quality as it advances the Mo i Rana AI data center conversion.
The debt retirement follows a $50 million PIPE priced at $7.50 per share on July 29, led by Blue Sky Capital alongside Nordic, EU and GCC institutional and family-office investors. Proceeds from the raise are earmarked for the Mo i Rana project and further debt reduction.
VivoPower's board has also approved separating the company's 2.2GW non-Nordic portfolio, spanning the UAE, Oman, Saudi Arabia, Malaysia and the Philippines, into an independently listed and capitalized platform on the London Stock Exchange and Abu Dhabi Securities Exchange. ****** le said the restructuring moves the portfolio's capital expenditure off VivoPower's balance sheet while the company retains de facto control, leaving a Nordic-focused AI infrastructure business.

#noble #rana #data
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3 months ago
ARM's CEO doubled the AGI CPU demand pipeline to $2 billion, but at 127x forward earnings, the stock earns a HOLD at $284.95.
NVIDIA trades at just 25x forward earnings with 85% revenue growth, making ARM's 127x multiple nearly impossible to justify on fundamentals alone.
The bull case reaches $428 on AGI CPU revenue milestones, while an adverse Qualcomm ruling could drag ARM toward $226.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Arm didn't make the cut. Grab the names FREE today.
Arm Holdings (NASDAQ:ARM) story is straightforward: a licensing business is turning into a data center silicon business. On the fiscal Q1 2027 call, CEO Rene Haas doubled the customer demand pipeline for the Arm AGI CPU to more than $2 billion across FY2027 and FY2028, up from the $1 billion opportunity flagged a quarter earlier. That is the AI signal driving this call.

#doubled #pipeline #business
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3 months ago
Aug 18 (Reuters) - Einride AB said on Tuesday it plans to deploy 500 Tesla ‌trucks across its North American operations over ‌the next two years, in what would be the largest rollout of heavy-duty electric vehicles to date.
The Sweden-based freight technology company said the deployment, beginning in September 2026, would support customers such as Amazon across ‌freight corridors in ⁠California, Texas, New Jersey, Illinois and Georgia, tripling its electric truck fleet.
• The ⁠rollout, which will be financed through third-party solutions, would be completed in phases through 2028.
• Einride said its AI-based monitoring system has logged more than ‌19 million electric miles globally in seven years of commercial operations, offering electric and autonomous freight services.
• The deployment supports Einride's efforts to convert about $800 million in potential long-term annual recurring revenue ‌into active freight capacity, it added.

#electric #years
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3 months ago
Markets enter a data-heavy week pivoting toward inflation ******* sment with Wednesday's July CPI report at 8:30am and Thursday's PPI establishing critical price pressure trends as investors evaluate Fed Chair Kevin Warsh's policy trajectory.
The week follows an eventful earnings season where mega-cap technology results provided mixed signals about AI infrastructure monetization, with post-earnings momentum uncertain as markets digest whether recent corporate reports validate or contradict technology sector repricing narratives.
Don't ******* ume Micron Will Share SanDisk's Fate. Here's Why.
The Nvidia-SpaceX Deal Is Sending a Clear Signal on AI Dominance
A $72 Billion Reason to Buy Caterpillar Stock Now

#earnings #micron
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3 months ago
Micron's (MU) impressive rally has lost momentum, with MU stock retreating 28.9% from its peak. The pullback reflects investor concerns that memory pricing could come under pressure as competition intensifies. In addition, profit-taking following the stock's strong run dragged it lower.
Despite the sharp decline, Wall Street ***** ysts have maintained their bullish stance. This indicates that the correction does not signal a deterioration in Micron's underlying fundamentals. Instead, ***** ysts continue to view the company as well positioned to capitalize on robust artificial intelligence (AI)-driven demand.
Jeff Bezos Says He's Selling $1 Billion In Amazon Stock Every Year to Fund Blue Origin — 'It's The Most Important Work I'm Doing'
Apple's New CEO Is Bringing a Familiar Face Back From Retirement. The Shift Is Happening.
Nasdaq Futures Climb as Tech Rally Continues on Palantir Boost, U.S. JOLTS Report and ***** eX Earnings on Tap

#despite #jeff #bezos
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3 months ago
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
Marriott International, Inc. will release its second-quarter earnings report before the opening bell on Monday, Aug. 3.
Analysts expect the company to report quarterly earnings of $3.08 per share, up from $2.65 per share in the year-ago period. The consensus estimate for Marriott's quarterly revenue is $7.19 billion. It reported $6.74 billion last year, according to Benzinga Pro.
Barclays ******* yst Brandt Montour, on July 21, maintained Marriott International with an Equal-Weight rating and raised the price target from $376 to $379, while TD Cowen ******* yst Kevin Kopelman maintained the stock with a Buy and increased the price target from $410 to $420.
Don't Miss:

#revenue
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3 months ago
The S&P 500 Index ($SPAA) has held its ground better than the Nasdaq-100 Index ($IUXX). Some sectors are doing better than others. It is both a frightened market and a confident one.
Eventually, something has to give. The market simply cannot straddle both worlds forever.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Ahead of Microsoft Earnings, Here's What Barchart Data Says Comes Next for MSFT Stock
Intel Stock Sinks 40%, But Most **** ysts Still Aren't Bullish on INTC

#index #dear