15 mins. ago
Skyworks Solutions (SWKS) shares rallied and printed a new 52-week high on Sept. 11 after chief executive Phil Brace said the pending merger with Qorvo has entered its final phases. As investors cheered the disclosure, SWKS's relative strength index (RSI) soared into the early 80s, indicating overbought conditions that often trigger profit-taking in the near term.
Including today's gains, Skyworks stock is up more than 50% versus its low in mid-July.
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#swks
Including today's gains, Skyworks stock is up more than 50% versus its low in mid-July.
GME Stock Jumps as GameStop CEO Ryan Cohen Buys $20 Million Worth of Shares
Cathie Wood Just Bet $45 Million on This Beaten-Down ***** e Stock. Wall Street Sees 70% Upside.
Rocket Lab Stock Just Scored a New Bullish Rating
#swks
50 mins. ago
The S&P 500 Index ($SPX) (SPY) on Friday rose by +0.86%, the Dow Jones Industrial Average ($DOWI) (DIA) rose by +0.98%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose by +0.91%. E-mini S&P futures (ESU26) rose +0.83%, and September E-mini Nasdaq futures (NQU26) rose +0.86%.
Stock indexes closed higher, supported by Friday's -2.4% decline in oil prices. The stock market took Friday's CPI report largely in stride, even as the 10-year T-note yield closed slightly higher and the odds of a Fed rate hike next week rose to 85%.
GME Stock Jumps as GameStop CEO Ryan Cohen Buys $20 Million Worth of Shares
Rocket Lab Stock Just Scored a New Bullish Rating
Cathie Wood Just Bet $45 Million on This Beaten-Down ***** e Stock. Wall Street Sees 70% Upside.
#index #futures #higher #Friday
Stock indexes closed higher, supported by Friday's -2.4% decline in oil prices. The stock market took Friday's CPI report largely in stride, even as the 10-year T-note yield closed slightly higher and the odds of a Fed rate hike next week rose to 85%.
GME Stock Jumps as GameStop CEO Ryan Cohen Buys $20 Million Worth of Shares
Rocket Lab Stock Just Scored a New Bullish Rating
Cathie Wood Just Bet $45 Million on This Beaten-Down ***** e Stock. Wall Street Sees 70% Upside.
#index #futures #higher #Friday
56 mins. ago
Dell Technologies (DELL) stock ripped higher and closed at a new all-time high on Sept. 11 after RBC Capital Markets initiated coverage of the tech-hardware giant with an "Outperform" rating. ***** yst David Paige ***** igned a $640 price objective to DELL, which signals potential for another 15% upside from current levels.
RBC's bullish call is significant given Dell shares have already been in a sharp uptrend in 2026, currently trading at more than 4x their price at the start of this year.
GME Stock Jumps as GameStop CEO Ryan Cohen Buys $20 Million Worth of Shares
Rocket Lab Stock Just Scored a New Bullish Rating
Cathie Wood Just Bet $45 Million on This Beaten-Down ***** e Stock. Wall Street Sees 70% Upside.
#bullish
RBC's bullish call is significant given Dell shares have already been in a sharp uptrend in 2026, currently trading at more than 4x their price at the start of this year.
GME Stock Jumps as GameStop CEO Ryan Cohen Buys $20 Million Worth of Shares
Rocket Lab Stock Just Scored a New Bullish Rating
Cathie Wood Just Bet $45 Million on This Beaten-Down ***** e Stock. Wall Street Sees 70% Upside.
#bullish
3 hours ago
Oklo (OKLO) stock was under immense pressure on Sept. 11 after the advanced nuclear-tech company disclosed plans to raise another $1 billion in fresh capital. In an 8-K filing, OKLO confirmed that it has entered into an equity distribution agreement with a syndicate of 10 major financial institutions to issue and sell up to $1 billion of its common stock.
Following today's decline, Oklo shares are trading at less than half their price at the start of 2026.
GME Stock Jumps as GameStop CEO Ryan Cohen Buys $20 Million Worth of Shares
Rocket Lab Stock Just Scored a New Bullish Rating
Cathie Wood Just Bet $45 Million on This Beaten-Down ****** e Stock. Wall Street Sees 70% Upside.
#billion #following #ryan
Following today's decline, Oklo shares are trading at less than half their price at the start of 2026.
GME Stock Jumps as GameStop CEO Ryan Cohen Buys $20 Million Worth of Shares
Rocket Lab Stock Just Scored a New Bullish Rating
Cathie Wood Just Bet $45 Million on This Beaten-Down ****** e Stock. Wall Street Sees 70% Upside.
#billion #following #ryan
3 hours ago
Investors are bailing on Chewy (CHWY) shares on Sept. 11 after a senior JPMorgan ***** yst downgraded the online pet food and supplies retailer to "Neutral." In his research note, Doug Anmuth reduced his price objective on CHWY to $24, although that still represents about a 20% upside from current levels.
Chewy stock has been out of favor with investors in 2026. It is currently down nearly 40% versus the start of this year.
GME Stock Jumps as GameStop CEO Ryan Cohen Buys $20 Million Worth of Shares
Rocket Lab Stock Just Scored a New Bullish Rating
Cathie Wood Just Bet $45 Million on This Beaten-Down ***** e Stock. Wall Street Sees 70% Upside.
#Stock #investors #jpmorgan
Chewy stock has been out of favor with investors in 2026. It is currently down nearly 40% versus the start of this year.
GME Stock Jumps as GameStop CEO Ryan Cohen Buys $20 Million Worth of Shares
Rocket Lab Stock Just Scored a New Bullish Rating
Cathie Wood Just Bet $45 Million on This Beaten-Down ***** e Stock. Wall Street Sees 70% Upside.
#Stock #investors #jpmorgan
3 hours ago
GameStop (GME) shares pushed higher on Sept. 11 after a regulatory filing confirmed that chief executive Ryan Cohen has expanded his stake in the gaming merchandise retailer. In open-market transactions, Cohen has acquired a total of 1,000,000 company shares for roughly $20.37 million, which translates to a weighted per-share price of about $20.38, the filing revealed.
The disclosure arrives at a time when GME stock is already reclaiming some of its recent losses, currently up some 15% versus its August low.
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Rocket Lab Stock Just Scored a New Bullish Rating
Cathie Wood Just Bet $45 Million on This Beaten-Down ******* e Stock. Wall Street Sees 70% Upside.
#shares #filing #august
The disclosure arrives at a time when GME stock is already reclaiming some of its recent losses, currently up some 15% versus its August low.
NVDA Stock Alert: What to Know as Nvidia Faces DOJ Probe
Rocket Lab Stock Just Scored a New Bullish Rating
Cathie Wood Just Bet $45 Million on This Beaten-Down ******* e Stock. Wall Street Sees 70% Upside.
#shares #filing #august
4 hours ago
Cathie Wood just made a massive bet on Rocket Lab (RKLB), buying more than 700,000 shares as the ******* e stock continues to reel from a sharp selloff.
Last week, Ark Invest purchased more than 705,000 shares of Rocket Lab, with the transactions worth roughly $45 million. That makes the ******* e company one of Ark's biggest disclosed additions by value during the period and puts Wood firmly on the bullish side of the debate surrounding RKLB stock.
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#Stock #time
Last week, Ark Invest purchased more than 705,000 shares of Rocket Lab, with the transactions worth roughly $45 million. That makes the ******* e company one of Ark's biggest disclosed additions by value during the period and puts Wood firmly on the bullish side of the debate surrounding RKLB stock.
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#Stock #time
4 hours ago
Rocket Lab (RKLB) shares are inching higher on Friday morning after Raymond James ***** yst Brian Gesuale issued a bullish note in favor of the ***** e infrastructure company. Gesuale ***** umed coverage of RKLB today with an "Outperform" rating and an $80 price objective, which signals potential upside of more than 25% from current levels.
His bullish call suggests Rocket Lab stock is poised to reclaim some of its recent losses. As of this writing, it's down more than 55% versus its year-to-date high.
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#Stock
His bullish call suggests Rocket Lab stock is poised to reclaim some of its recent losses. As of this writing, it's down more than 55% versus its year-to-date high.
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#Stock
8 hours ago
With Trevor Lawrence and Ewers on the 53-man roster, the Jacksonville Jaguars are still choosing to elevate quarterback Nick Mullens for Sunday's Week 1 matchup with the Cleveland Browns.
After the Jaguars traded for Ewers, Mullens was released on cutdown day and then signed back to the practice squad.
By trading for Ewers, the Jaguars are clearly bullish on the young quarterback's upside. That said, he is still a relatively inexperienced player, whereas Mullens not only has NFL experience but is well-versed in the Liam Coen system.
Beyond the backup quarterback needing to step in if an injury occurs, that player is also tasked with providing support and another set of eyes for the starter in the meeting rooms, on the practice field, and on the sidelines on Sundays.
Mullens' experience likely makes him more well-equipped to fill that role right now than Ewers.
#jaguars #player
After the Jaguars traded for Ewers, Mullens was released on cutdown day and then signed back to the practice squad.
By trading for Ewers, the Jaguars are clearly bullish on the young quarterback's upside. That said, he is still a relatively inexperienced player, whereas Mullens not only has NFL experience but is well-versed in the Liam Coen system.
Beyond the backup quarterback needing to step in if an injury occurs, that player is also tasked with providing support and another set of eyes for the starter in the meeting rooms, on the practice field, and on the sidelines on Sundays.
Mullens' experience likely makes him more well-equipped to fill that role right now than Ewers.
#jaguars #player
1 day ago
Synopsys (SNPS) shares inched higher on Thursday after Wells Fargo ****** yst Joe Quatrochi issued a bullish note in favor of the electronic design automation (EDA) company. Quatrochi upgraded SNPS this morning to "Overweight" and raised his price target as well to $475, signaling potential upside of nearly 20% from current levels.
Wells Fargo's bullish call brings a much-needed reprieve to Synopsys stock, which has otherwise been in a sharp downtrend. At the time of writing, it's trading about 25% below its YTD high.
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#Stock #quatrochi #time
Wells Fargo's bullish call brings a much-needed reprieve to Synopsys stock, which has otherwise been in a sharp downtrend. At the time of writing, it's trading about 25% below its YTD high.
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#Stock #quatrochi #time
1 day ago
October Nymex natural gas (NGV26) on Thursday closed up +0.012 (+0.43%).
Nat-gas prices rebounded from a 2-week low on Thursday and settled higher. Short covering emerged in nat-gas on Thursday, supported by carryover from a rally in European nat-gas prices to a 3.75-year high. European nat-gas is soaring as sharply reduced supplies from the Middle East due to the closure of the Strait of Hormuz from the US-Iran war may boost European demand for US gas supplies. European nat-gas storage levels are well below normal, a bullish factor ahead of winter, when demand typically surges.
Crude Oil Prices Soar on Escalation of Middle East Hostilities
Crude Oil Prices Soar on Fears US-Iran War to Persist
Nat-Gas Prices Sink on the Outlook for Weaker US Demand
#thursday #Iran
Nat-gas prices rebounded from a 2-week low on Thursday and settled higher. Short covering emerged in nat-gas on Thursday, supported by carryover from a rally in European nat-gas prices to a 3.75-year high. European nat-gas is soaring as sharply reduced supplies from the Middle East due to the closure of the Strait of Hormuz from the US-Iran war may boost European demand for US gas supplies. European nat-gas storage levels are well below normal, a bullish factor ahead of winter, when demand typically surges.
Crude Oil Prices Soar on Escalation of Middle East Hostilities
Crude Oil Prices Soar on Fears US-Iran War to Persist
Nat-Gas Prices Sink on the Outlook for Weaker US Demand
#thursday #Iran
1 day ago
Prosper Stars & Stripes, a long/short equity fund, recently released its second-quarter 2026 investor letter. The letter can be downloaded here. In Q2 2026, the portfolio delivered a strong net return of +30.1% compared to the Russell 2000 Index's +21.5% return and the HFRX Equity Hedge Index's +10.3% return. The long book drove performance, generating a 43.2% gross contribution, while average net exposure remained relatively modest at 47%. U.S. economic growth remained resilient despite inflation concerns, elevated energy prices, and geopolitical uncertainty. Markets rallied sharply after easing U.S.-Iran tensions pushed oil prices lower, supporting renewed risk appetite. Small-cap equities benefited significantly, with Information Technology, Industrials, and Health Care leading gains, while Energy declined as crude prices fell. Year to date, the Composite returned +23.7%, slightly ahead of the Russell 2000's +22.6% and well above the HFRI Equity Hedge Index's +9.7%. Additionally, you can review the Portfolio's top 5 holdings to see its best picks for 2026.
In its second-quarter 2026 investor letter, Prosper Stars & Stripes highlighted Ambiq Micro, Inc. (NYSE:AMBQ). Ambiq Micro, Inc. (NYSE:AMBQ), provides ultra-low-power semiconductor solutions, contributed to the portfolio's long book during the quarter. On September 09, 2026, Ambiq Micro, Inc. (NYSE:AMBQ) closed at $63.78 per share. Over the past quarter, Ambiq Micro, Inc. (NYSE:AMBQ) declined 0.89% and its shares gained 74.38% over the past 52 weeks. Ambiq Micro, Inc. (NYSE:AMBQ) has a market capitalization of $1.53 billion, and its stock has traded within a 52-week range of $22.12 to $91.61.
Prosper Stars & Stripes stated the following regarding Ambiq Micro, Inc. (NYSE:AMBQ) in its Q2 2026 investor letter:
"Ambiq Micro, Inc. (NYSE:AMBQ) was the second-best contributor to our long book during the quarter. Ambiq is a fabless semiconductor company that designs ultra-low power systems-on-chip (SoCs) for edge AI applications. The company's proprietary design approach delivers two to five times lower power consumption than competing solutions, a decisive advantage in battery-constrained devices like wearables, where customers include Garmin, Google, and Huawei. In semiconductors, we look for companies levered to two enduring themes: lower power consumption and miniaturization. In January, the company raised equity, signaling a step-change in revenue growth. After posting 2% year-over-year revenue growth in Q4 2025, the company reported 59% growth in Q1 2026 and guided for 75% growth for Q2. We ascribed a high single digit multiple of sales to the shares, but as the price met our bullish targets, like many stocks in this part of the market, we exited our position."
#micro
In its second-quarter 2026 investor letter, Prosper Stars & Stripes highlighted Ambiq Micro, Inc. (NYSE:AMBQ). Ambiq Micro, Inc. (NYSE:AMBQ), provides ultra-low-power semiconductor solutions, contributed to the portfolio's long book during the quarter. On September 09, 2026, Ambiq Micro, Inc. (NYSE:AMBQ) closed at $63.78 per share. Over the past quarter, Ambiq Micro, Inc. (NYSE:AMBQ) declined 0.89% and its shares gained 74.38% over the past 52 weeks. Ambiq Micro, Inc. (NYSE:AMBQ) has a market capitalization of $1.53 billion, and its stock has traded within a 52-week range of $22.12 to $91.61.
Prosper Stars & Stripes stated the following regarding Ambiq Micro, Inc. (NYSE:AMBQ) in its Q2 2026 investor letter:
"Ambiq Micro, Inc. (NYSE:AMBQ) was the second-best contributor to our long book during the quarter. Ambiq is a fabless semiconductor company that designs ultra-low power systems-on-chip (SoCs) for edge AI applications. The company's proprietary design approach delivers two to five times lower power consumption than competing solutions, a decisive advantage in battery-constrained devices like wearables, where customers include Garmin, Google, and Huawei. In semiconductors, we look for companies levered to two enduring themes: lower power consumption and miniaturization. In January, the company raised equity, signaling a step-change in revenue growth. After posting 2% year-over-year revenue growth in Q4 2025, the company reported 59% growth in Q1 2026 and guided for 75% growth for Q2. We ascribed a high single digit multiple of sales to the shares, but as the price met our bullish targets, like many stocks in this part of the market, we exited our position."
#micro
2 days ago
Oracle (ORCL) shares remain in focus ahead of the artificial intelligence (AI) infrastructure firm's Q1 results set to be published on Sept. 10 after market close. According to Barchart, consensus is for ORCL to earn $1.40 in earnings per share (EPS) for its fiscal first quarter, representing a 16.67% increase versus last year.
The earnings event arrives at a time when Oracle stock is regaining momentum, currently up about 42% versus its July low.
Dear Nvidia Stock Fans, Mark Your Calendars for September 10
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#orcl #Stock #earnings #according
The earnings event arrives at a time when Oracle stock is regaining momentum, currently up about 42% versus its July low.
Dear Nvidia Stock Fans, Mark Your Calendars for September 10
Rocket Lab Keeps Landing Defense Deals. Here's Why **** ysts Aren't Getting More Bullish.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
#orcl #Stock #earnings #according
2 days ago
On this episode of CoinDesk's Public Keys from the New York Stock Exchange, host Jennifer Sanasie is joined by special guest co-host Ophelia Snyder, Co-Founder of 21Shares. Payward Chief Commercial Officer Mark Greenberg breaks down Kraken parent Payward's new partnerships with SoFi and the London Stock Exchange, and how xStocks is bringing tokenized equities and 24/7 markets to investors around the world. Bullish Exchange President Chris Tyrer unpacks Bullish's $4.2 billion acquisition of transfer agent Equiniti, its first tokenized-share trades on a GFSC-regulated venue, and the competing models shaping the future of tokenized stocks. Plus, Sanasie and Snyder break down another billion-dollar week for Bitcoin and Ethereum ETFs and what shifting macro conditions could mean for crypto.-Learn more at bullish.com.-Register now for CoinDesk's Policy and Regulation event on September 22, 2026: policy-regulation.coindesk.com.-To get market-moving news delivered daily, download CoinDesk's mobile app: linktr.ee/coindeskapp.
#sanasie
#sanasie
2 days ago
Apple is skipping the base iPhone 18 this fall in favor of three premium devices: the iPhone 18 Pro, the iPhone 18 Pro Max, and its first foldable — rumored to be called the iPhone Ultra, Duo, or Fold. The foldable is the headline. It's expected to feature a 7.8-inch internal display, a 5.3-inch external screen, an A20 Pro chip, and a thickness of just 4.5mm unfolded, with pricing estimated between $1,999 and $2,399 and limited initial supply. It marks Apple's entry into the foldable category years after rivals — a potentially major new product cycle for one of the world's most valuable companies.
Here's the pattern every ETF investor should understand before today's close. Nearly two decades of data show that Apple tends to "sell the news" on launch day itself. AAPL averages a roughly 0.3% decline on iPhone launch days, with a median drop of about 0.6% — the classic case of anticipation being priced in before the reveal.
But the weakness rarely lasts. Apple has averaged a 0.5% gain the very next session (positive in 15 of 24 releases), and the longer-term picture is decisively bullish: AAPL has gained in the 60 days following an iPhone reveal 17 times since the original 2007 launch. The biggest such move was a 20% gain in the 60 days after the iPhone 11 reveal in 2019. In other words, launch-day dips have historically been buying opportunities, not warning signs. **** ysts have also downplayed fears about the ~$2,000 foldable price tag, arguing a premium halo product is unlikely to dent Apple's overall economics.
Apple is not just a stock — it's one of the largest weights in the entire ETF universe. As one of the biggest companies in the world, it sits near the top of the S&P 500, the Nasdaq-100, and virtually every technology index. That means a move in AAPL ripples through hundreds of funds, and millions of investors have significant Apple exposure without realizing it. When Apple moves on event day, these are the ETFs that move with it.
A handful of funds carry outsized Apple weights and will feel today's move most acutely. GXPT (Global X PureCap MSCI Information Technology ETF) holds roughly 19.2% in Apple — the highest of any diversified fund. FTEC (Fidelity MSCI Information Technology Index ETF) holds about 16.3%, VGT (Vanguard Information Technology ETF) about 16.2%, TRUT (VanEck Technology TruSector ETF) roughly 15.1%, and TOPT (iShares Top 20 U.S. Stocks ETF) around 14.5%. For these funds, Apple is a dominant driver of daily returns.
#iphone #foldable #launch #aapl
Here's the pattern every ETF investor should understand before today's close. Nearly two decades of data show that Apple tends to "sell the news" on launch day itself. AAPL averages a roughly 0.3% decline on iPhone launch days, with a median drop of about 0.6% — the classic case of anticipation being priced in before the reveal.
But the weakness rarely lasts. Apple has averaged a 0.5% gain the very next session (positive in 15 of 24 releases), and the longer-term picture is decisively bullish: AAPL has gained in the 60 days following an iPhone reveal 17 times since the original 2007 launch. The biggest such move was a 20% gain in the 60 days after the iPhone 11 reveal in 2019. In other words, launch-day dips have historically been buying opportunities, not warning signs. **** ysts have also downplayed fears about the ~$2,000 foldable price tag, arguing a premium halo product is unlikely to dent Apple's overall economics.
Apple is not just a stock — it's one of the largest weights in the entire ETF universe. As one of the biggest companies in the world, it sits near the top of the S&P 500, the Nasdaq-100, and virtually every technology index. That means a move in AAPL ripples through hundreds of funds, and millions of investors have significant Apple exposure without realizing it. When Apple moves on event day, these are the ETFs that move with it.
A handful of funds carry outsized Apple weights and will feel today's move most acutely. GXPT (Global X PureCap MSCI Information Technology ETF) holds roughly 19.2% in Apple — the highest of any diversified fund. FTEC (Fidelity MSCI Information Technology Index ETF) holds about 16.3%, VGT (Vanguard Information Technology ETF) about 16.2%, TRUT (VanEck Technology TruSector ETF) roughly 15.1%, and TOPT (iShares Top 20 U.S. Stocks ETF) around 14.5%. For these funds, Apple is a dominant driver of daily returns.
#iphone #foldable #launch #aapl
2 days ago
On September 3, a caller asked if UnitedHealth Group Incorporated (NYSE:UNH) has enough profitable growth that they should consider adding it to their portfolio. Mad Money host Jim Cramer replied:
Yes, the answer: it does, it does. You know, I've got to tell you, I thought that last quarter was very, very good. The stock market did not like the quarter as much as I thought it would, but the stock's making a stand here. I think that UNH is good to buy.
Cramer's bullish stance rests on the core strength of the company's financial delivery and improving execution. In its second-quarter 2026 report, UnitedHealth Group Incorporated (NYSE:UNH) posted consolidated revenues of $112 billion and operating earnings of $8 billion. Adjusted diluted earnings per share reached $6.38, outpacing Wall Street expectations by $1.48. Driven by strong performance across both the UnitedHealthcare and Optum divisions, management raised its full-year 2026 adjusted EPS guidance to a range of $19.50 to $20. Furthermore, the medical care ratio improved to 86.7% down from 89.4% a year prior, showing that medical cost trends and pricing are aligning effectively.
On the other hand, Wall Street remains cautious about lingering cost pressures across the managed care landscape. Even though the medical care ratio improved compared to last year, patients continuing to utilize medical services at a high rate keeps expenses heavy. At the same time, commercial insurance margins are taking longer to bounce back. Adding in tighter payment adjustments for government-backed plans along with heavy spending on tech infrastructure, cautious investors could have reasons to wait rather than chasing the stock higher.
Insider Monkey's data tracking over 1000 hedge funds shows accumulation by major ****** et managers. 143 hedge funds had positions in UnitedHealth Group Incorporated (NYSE:UNH) in Q2 compared to 130 in Q1. Of those funds, Fisher ****** et Management was the top shareholder with nearly 9.1 million shares. The firm increased its position in the stock by 74% in the quarter. Additionally, short interest remains low, with the short percentage of the float sitting at 1.92%, showing a general lack of aggressive bearish bets against the stock.
#unitedhealth #funds
Yes, the answer: it does, it does. You know, I've got to tell you, I thought that last quarter was very, very good. The stock market did not like the quarter as much as I thought it would, but the stock's making a stand here. I think that UNH is good to buy.
Cramer's bullish stance rests on the core strength of the company's financial delivery and improving execution. In its second-quarter 2026 report, UnitedHealth Group Incorporated (NYSE:UNH) posted consolidated revenues of $112 billion and operating earnings of $8 billion. Adjusted diluted earnings per share reached $6.38, outpacing Wall Street expectations by $1.48. Driven by strong performance across both the UnitedHealthcare and Optum divisions, management raised its full-year 2026 adjusted EPS guidance to a range of $19.50 to $20. Furthermore, the medical care ratio improved to 86.7% down from 89.4% a year prior, showing that medical cost trends and pricing are aligning effectively.
On the other hand, Wall Street remains cautious about lingering cost pressures across the managed care landscape. Even though the medical care ratio improved compared to last year, patients continuing to utilize medical services at a high rate keeps expenses heavy. At the same time, commercial insurance margins are taking longer to bounce back. Adding in tighter payment adjustments for government-backed plans along with heavy spending on tech infrastructure, cautious investors could have reasons to wait rather than chasing the stock higher.
Insider Monkey's data tracking over 1000 hedge funds shows accumulation by major ****** et managers. 143 hedge funds had positions in UnitedHealth Group Incorporated (NYSE:UNH) in Q2 compared to 130 in Q1. Of those funds, Fisher ****** et Management was the top shareholder with nearly 9.1 million shares. The firm increased its position in the stock by 74% in the quarter. Additionally, short interest remains low, with the short percentage of the float sitting at 1.92%, showing a general lack of aggressive bearish bets against the stock.
#unitedhealth #funds
2 days ago
On September 3, VersaBank (NASDAQ:VBNK) reported its results for the third quarter ended July 31, 2026.
The quarter marked another period of record credit **** ets, revenue, and net interest income. Strong growth was supported by continued momentum in the company's Structured Receivable Program (SRP) in the United States and steady growth in Canada.
Fiscal 2026 is proving to be a breakout year for the company in terms of top-line growth and the company expects the momentum to accelerate further in fiscal 2027 based on continued expansion of its US SRP business and the launch of its Real-Time SRP, which the company describes as a breakthrough in point-of-sale industry funding.
After the quarter ended, VersaBank (NASDAQ:VBNK) also achieved a very noteworthy milestone as it surpassed $7 billion in total **** ets for the first time. The company's business continues to expand and it said it is increasingly realizing the operating leverage of its cloud-based, branchless, business-to-business model. Net income rose 53% year-over-year, while adjusted (core) net income increased 27%.
A key part of the bullish case for VersaBank (NASDAQ:VBNK) is the continued expansion of its SRP portfolio in the US. The company set a fiscal 2027 target of at least $3 billion in new SRP fundings on its own balance sheet and also pointed to significant additional upside potential.
#versabank #business #fiscal
The quarter marked another period of record credit **** ets, revenue, and net interest income. Strong growth was supported by continued momentum in the company's Structured Receivable Program (SRP) in the United States and steady growth in Canada.
Fiscal 2026 is proving to be a breakout year for the company in terms of top-line growth and the company expects the momentum to accelerate further in fiscal 2027 based on continued expansion of its US SRP business and the launch of its Real-Time SRP, which the company describes as a breakthrough in point-of-sale industry funding.
After the quarter ended, VersaBank (NASDAQ:VBNK) also achieved a very noteworthy milestone as it surpassed $7 billion in total **** ets for the first time. The company's business continues to expand and it said it is increasingly realizing the operating leverage of its cloud-based, branchless, business-to-business model. Net income rose 53% year-over-year, while adjusted (core) net income increased 27%.
A key part of the bullish case for VersaBank (NASDAQ:VBNK) is the continued expansion of its SRP portfolio in the US. The company set a fiscal 2027 target of at least $3 billion in new SRP fundings on its own balance sheet and also pointed to significant additional upside potential.
#versabank #business #fiscal
2 days ago
AeroVironment (AVAV) shares are inching lower ahead of the drone company's fiscal Q1 earnings scheduled to be released after the market closes on Sept. 9. Consensus is for AVAV to record $0.22 in earnings per share (EPS) for its first quarter, which would represent a 31.25% decline on a year-over-year basis.
Heading into the quarterly print, AeroVironment stock is down more than 60% versus its year-to-date high.
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#year #consensus #NVIDIA
Heading into the quarterly print, AeroVironment stock is down more than 60% versus its year-to-date high.
Dear Nvidia Stock Fans, Mark Your Calendars for September 10
Rocket Lab Keeps Landing Defense Deals. Here's Why **** ysts Aren't Getting More Bullish.
Why Stifel Just Revamped Its Price Target for Microsoft Stock
#year #consensus #NVIDIA
2 days ago
Etsy Inc (NASDAQ:ETSY) stock is down 2.6% to trade at $70.20 today amid broader market pressure, though Argus reiterated its "buy" rating and lifted its price target to $89 from $67. The $70 level has served as both support and resistance in recent months and could provide a potential pivot point for the shares. What's more, the e-commerce name is now within striking distance of a historically bullish trendline.
According to Schaeffer's Senior Quantitative ***** yst Rocky White, Etsy stock is trading within 0.75 times the 100-day moving averages' 20-day average true range (ATR), after spending at least 80% of the previous two weeks and 80% of the prior 42 trading sessions above that trendline. This setup has appeared 13 other times over the last decade, after which the stock was higher one month later 77% of the time, averaging a 10.3% gain.
Short interest represents 10.8% of the stock's available float, and would take shorts over three days to cover at the stock's average pace of trading. A move higher could pressure some of these bearish bettors to exit their positions, creating additional buying power.
Now also looks like a good time to weigh in on ETSY's next move with options. The stock's Schaeffer's Volatility Index (SVI) of 49% sits in the low 10th percentile of its annual range, suggesting options traders are pricing in relatively low volatility expectations at the moment.
#trading #volatility #within
According to Schaeffer's Senior Quantitative ***** yst Rocky White, Etsy stock is trading within 0.75 times the 100-day moving averages' 20-day average true range (ATR), after spending at least 80% of the previous two weeks and 80% of the prior 42 trading sessions above that trendline. This setup has appeared 13 other times over the last decade, after which the stock was higher one month later 77% of the time, averaging a 10.3% gain.
Short interest represents 10.8% of the stock's available float, and would take shorts over three days to cover at the stock's average pace of trading. A move higher could pressure some of these bearish bettors to exit their positions, creating additional buying power.
Now also looks like a good time to weigh in on ETSY's next move with options. The stock's Schaeffer's Volatility Index (SVI) of 49% sits in the low 10th percentile of its annual range, suggesting options traders are pricing in relatively low volatility expectations at the moment.
#trading #volatility #within
2 days ago
United Microelectronics (UMC) is a leading global semiconductor foundry founded in 1980 and headquartered in Hsinchu, Taiwan. The company specializes in advanced wafer fabrication, offering complementary metal-oxide semiconductor (CMOS) logic, mixed-signal, radiofrequency, embedded memory, high-voltage, and image sensor manufacturing services to a diverse global customer base. The company has increasingly focused on specialty semiconductor solutions spanning power management, connectivity, and advanced packaging, while expanding into silicon photonics to capture emerging demand related to artificial intelligence (AI).
UMC stock currently trades around $22, which is closer to the higher end of its 52-week range of $6.72 to $28.96, reflecting a dramatic rebound from multiyear lows earlier in the year. Shares have been volatile in recent sessions, popping on strong sales figures as investors weigh near-term margin pressures against long-term AI-driven capacity expansion plans.
Dear Nvidia Stock Fans, Mark Your Calendars for September 10
Rocket Lab Keeps Landing Defense Deals. Here's Why ***** ysts Aren't Getting More Bullish.
Why Stifel Just Revamped Its Price Target for Microsoft Stock
#semiconductor #united #taiwan
UMC stock currently trades around $22, which is closer to the higher end of its 52-week range of $6.72 to $28.96, reflecting a dramatic rebound from multiyear lows earlier in the year. Shares have been volatile in recent sessions, popping on strong sales figures as investors weigh near-term margin pressures against long-term AI-driven capacity expansion plans.
Dear Nvidia Stock Fans, Mark Your Calendars for September 10
Rocket Lab Keeps Landing Defense Deals. Here's Why ***** ysts Aren't Getting More Bullish.
Why Stifel Just Revamped Its Price Target for Microsoft Stock
#semiconductor #united #taiwan
2 days ago
The NYSE had 52 stocks hitting new 52-week highs on Tuesday and 99 hitting new 52-week lows. Among the stocks hitting new 52-week highs was James Hardie Industries (JHX).
JHX hit its 29th new 52-week low of the past 12 months yesterday at $31.43. Its shares are up 53% over the past year. If you're a momentum investor, JHX might meet your fancy as a stock to buy.
Dear Nvidia Stock Fans, Mark Your Calendars for September 10
Rocket Lab Keeps Landing Defense Deals. Here's Why ***** ysts Aren't Getting More Bullish.
Why Stifel Just Revamped Its Price Target for Microsoft Stock
#week #past #NYSE #james
JHX hit its 29th new 52-week low of the past 12 months yesterday at $31.43. Its shares are up 53% over the past year. If you're a momentum investor, JHX might meet your fancy as a stock to buy.
Dear Nvidia Stock Fans, Mark Your Calendars for September 10
Rocket Lab Keeps Landing Defense Deals. Here's Why ***** ysts Aren't Getting More Bullish.
Why Stifel Just Revamped Its Price Target for Microsoft Stock
#week #past #NYSE #james
2 days ago
This year hasn't treated Netflix's (NFLX) stock well, and it is down over 18% year-to-date (YTD). It peaked above $108 in April ahead of its Q1 2026 earnings. However, that report triggered a selloff in Netflix, as did the next one. Incidentally, the company did not raise its 2026 guidance in either release, which dampened sentiment and raised fears of a slowdown in the back half of the year.
To be sure, Netflix hasn't had a linear decline this year, and the stock has had its moments. It rallied in late February after the company announced that it was walking away from the bidding war for Warner Bros. Discovery's (WBD) ******* ets. It did not hurt that Paramount Skydance (PSKY) paid a $2.8 billion breakup fee to Netflix for stepping aside from the deal. NFLX hit its 2026 lows following its Q2 2026 confessional but smartly rallied from those levels, in part aided by the disclosure that Bill Ackman's Pershing Square Holdings (PSHZF) took a stake in Q2.
Dear Nvidia Stock Fans, Mark Your Calendars for September 10
Rocket Lab Keeps Landing Defense Deals. Here's Why ******* ysts Aren't Getting More Bullish.
Why Stifel Just Revamped Its Price Target for Microsoft Stock
#company #however #incidentally
To be sure, Netflix hasn't had a linear decline this year, and the stock has had its moments. It rallied in late February after the company announced that it was walking away from the bidding war for Warner Bros. Discovery's (WBD) ******* ets. It did not hurt that Paramount Skydance (PSKY) paid a $2.8 billion breakup fee to Netflix for stepping aside from the deal. NFLX hit its 2026 lows following its Q2 2026 confessional but smartly rallied from those levels, in part aided by the disclosure that Bill Ackman's Pershing Square Holdings (PSHZF) took a stake in Q2.
Dear Nvidia Stock Fans, Mark Your Calendars for September 10
Rocket Lab Keeps Landing Defense Deals. Here's Why ******* ysts Aren't Getting More Bullish.
Why Stifel Just Revamped Its Price Target for Microsoft Stock
#company #however #incidentally
2 days ago
Qualcomm (QCOM) stock rose 3.2% on Sept. 8 after the chipmaker announced a partnership with Amazon (AMZN) focused on customized AI data center silicon. The agreement could generate up to $60 billion in revenue opportunities over the next decade, giving Qualcomm a new growth avenue as revenue related to Apple (AAPL) declines.
Qualcomm is strengthening its position in the fast-expanding artificial intelligence (AI) infrastructure market through a multi-year partnership with Amazon. The companies plan to develop customized silicon for large-scale AI data centers. Moreover, the partnership also includes work on optical connectivity technologies, along with solutions designed for future generations of AI infrastructure.
Dear Nvidia Stock Fans, Mark Your Calendars for September 10
Rocket Lab Keeps Landing Defense Deals. Here's Why ******* ysts Aren't Getting More Bullish.
Why Stifel Just Revamped Its Price Target for Microsoft Stock
#qualcomm #partnership #customized
Qualcomm is strengthening its position in the fast-expanding artificial intelligence (AI) infrastructure market through a multi-year partnership with Amazon. The companies plan to develop customized silicon for large-scale AI data centers. Moreover, the partnership also includes work on optical connectivity technologies, along with solutions designed for future generations of AI infrastructure.
Dear Nvidia Stock Fans, Mark Your Calendars for September 10
Rocket Lab Keeps Landing Defense Deals. Here's Why ******* ysts Aren't Getting More Bullish.
Why Stifel Just Revamped Its Price Target for Microsoft Stock
#qualcomm #partnership #customized
2 days ago
Snowflake's (SNOW) latest earnings report gave investors plenty to celebrate. The cloud-data platform topped expectations, delivered product revenue growth of 37% year-over-year (YOY) to $1.49 billion, and raised its fiscal 2027 product revenue outlook to $6.07 billion. CEO Sridhar Ramaswamy said that artificial intelligence (AI) offerings accounted for roughly half of the company's latest growth acceleration. In the wake of the second-quarter fiscal 2027 results, shares of SNOW stock surged close to 17% on Sept. 3.
But not everyone is convinced the enthusiasm is justified. Famous investor Michael Burry has called Snowflake "very overvalued." His warning comes as Snowflake's stronger outlook raises expectations for its AI growth, customer spending, and future profitability.
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Rocket Lab Keeps Landing Defense Deals. Here's Why ***** ysts Aren't Getting More Bullish.
Why Stifel Just Revamped Its Price Target for Microsoft Stock
#revenue
But not everyone is convinced the enthusiasm is justified. Famous investor Michael Burry has called Snowflake "very overvalued." His warning comes as Snowflake's stronger outlook raises expectations for its AI growth, customer spending, and future profitability.
Dear Nvidia Stock Fans, Mark Your Calendars for September 10
Rocket Lab Keeps Landing Defense Deals. Here's Why ***** ysts Aren't Getting More Bullish.
Why Stifel Just Revamped Its Price Target for Microsoft Stock
#revenue
2 days ago
Corn futures are down 2 to 3 1/2 cents so far on Wednesday. The CmdtyView national average Cash Corn price is down 3 cents at $4.84 1/2.
USDA reported a private export sale of 182,880 MT of corn to Mexico this morning for 2026/27 shipment.
Will Corn's Bullish Trend Continue
Arabica Coffee Retreats as Brazil Supplies Hit the Market
Adequate Cocoa Supplies Pressure Prices
#cents #wednesday #cash
USDA reported a private export sale of 182,880 MT of corn to Mexico this morning for 2026/27 shipment.
Will Corn's Bullish Trend Continue
Arabica Coffee Retreats as Brazil Supplies Hit the Market
Adequate Cocoa Supplies Pressure Prices
#cents #wednesday #cash
2 days ago
When the plant-based food revolution started to gain some real momentum a few years back, everybody thought Beyond Meat (BYND) was going to win big. Beyond Meat was the first big plant-based company to go public, and investors went nuts in the days and weeks after its initial public offering (IPO). Share prices jumped from $25 in May to more than $234 in July.
Armed with that enormous momentum, it's easy to understand why an investor might have wanted to put $10,000 in BYND stock at the time. But they sure would be kicking themselves over it now.
Dear Nvidia Stock Fans, Mark Your Calendars for September 10
Rocket Lab Keeps Landing Defense Deals. Here's Why **** ysts Aren't Getting More Bullish.
Why Stifel Just Revamped Its Price Target for Microsoft Stock
#meat #based
Armed with that enormous momentum, it's easy to understand why an investor might have wanted to put $10,000 in BYND stock at the time. But they sure would be kicking themselves over it now.
Dear Nvidia Stock Fans, Mark Your Calendars for September 10
Rocket Lab Keeps Landing Defense Deals. Here's Why **** ysts Aren't Getting More Bullish.
Why Stifel Just Revamped Its Price Target for Microsoft Stock
#meat #based
2 days ago
Soybeans are falling back 5 to 6 cents so far on Wednesday, but a nickel off the early lows. The cmdtyView national average Cash Bean price was down 5 cents at $12.52 1/4. Soymeal futures are up 80 cents at midday, with Soy Oil 13 points lower. There were no deliveries against September soybean futures overnight, with 38 deliveries for September meal and 11 for bean oil.
USDA reported private export sale announcements of 340,000 MT of soybeans to China for 2026/27 and 100,000 MT of 2026/27 beans to unknown destinations this morning.
Will Corn's Bullish Trend Continue
Arabica Coffee Retreats as Brazil Supplies Hit the Market
Adequate Cocoa Supplies Pressure Prices
#cents #september #soybeans #futures
USDA reported private export sale announcements of 340,000 MT of soybeans to China for 2026/27 and 100,000 MT of 2026/27 beans to unknown destinations this morning.
Will Corn's Bullish Trend Continue
Arabica Coffee Retreats as Brazil Supplies Hit the Market
Adequate Cocoa Supplies Pressure Prices
#cents #september #soybeans #futures
2 days ago
During a segment on the September 3 episode, Mad Money host Jim Cramer shared a detailed bullish thesis on Amazon.com, Inc. (NASDAQ:AMZN). He stated:
Let's start with Amazon. Ever since we went out to see Amazon earlier this year, I've been stuck on something that CEO Andy Jassy told me. He said they're going to make an immense amount of money in artificial intelligence. They were going to profit from their gigantic commitment to data centers and next year will be huge for the compute sales. Well, I think it's being pulled forward. I think it may already be huge right now. I also remember Andy talking about the $50 billion semiconductor business that's buried in the company. I like the healthcare initiatives... Amazon Web Services is doing incredibly well. Their grocery delivery business, wow...
Alright, what can I say? All this for a stock that's up just 12% for the year; that's wrong. Amazon's balance sheet isn't as good as it was a year ago; enough already. What if Amazon Web Services is able to make four times what it just paid for 2 million GPUs from NVIDIA? That ratio, by the way, is what NVIDIA CEO Jensen Huang told me companies can expect to get when they buy NVIDIA chips. That makes me think that Amazon is cheap. We've all kind of forgotten that there's a reason why a smart executive like Andy Jassy is willing to wreck Amazon's balance sheet like the old days. It's because they're going to make fortunes with the money they spend. And we are getting closer and closer to seeing huge profits for investments that the Street has hated. You can't wait until next year to buy the stock of Amazon. And that's why it is a screaming buy with the stock trading at about 20 times this year's earnings. That's wrong.
Amazon Web Services remains the primary profit engine for the company. In the second quarter, AWS revenue surged 37% year over year to reach $42.2 billion, putting its annual run rate at roughly $169 billion. Operating income for the cloud unit jumped to $16.6 billion. Companies shifting their operations to handle AI and heavy workloads are turning those massive data center investments into high-margin profits. Aside from basic cloud hosting, Amazon.com, Inc. (NASDAQ:AMZN) is leaning into its own custom chips, like Trainium and Graviton, and growing adoption of the Bedrock platform to keep its revenue streams strong and diversified.
Not everyone on Wall Street shares Cramer's enthusiasm, as it could be pointed out that Amazon.com, Inc.'s (NASDAQ:AMZN) balance sheet is noticeably weaker than it was a year ago as its long-term debt increased from nearly $66 billion at the end of 2025 to nearly $129 billion by mid-2026. Heavy capital commitments and soaring data center expenses, with full-year capital expenditure guidance climbing around $220 billion, have strained cash flow flexibility. Investors could be worried that the company is spending too aggressively. If enterprise demand for artificial intelligence tools slows down or if the massi
Let's start with Amazon. Ever since we went out to see Amazon earlier this year, I've been stuck on something that CEO Andy Jassy told me. He said they're going to make an immense amount of money in artificial intelligence. They were going to profit from their gigantic commitment to data centers and next year will be huge for the compute sales. Well, I think it's being pulled forward. I think it may already be huge right now. I also remember Andy talking about the $50 billion semiconductor business that's buried in the company. I like the healthcare initiatives... Amazon Web Services is doing incredibly well. Their grocery delivery business, wow...
Alright, what can I say? All this for a stock that's up just 12% for the year; that's wrong. Amazon's balance sheet isn't as good as it was a year ago; enough already. What if Amazon Web Services is able to make four times what it just paid for 2 million GPUs from NVIDIA? That ratio, by the way, is what NVIDIA CEO Jensen Huang told me companies can expect to get when they buy NVIDIA chips. That makes me think that Amazon is cheap. We've all kind of forgotten that there's a reason why a smart executive like Andy Jassy is willing to wreck Amazon's balance sheet like the old days. It's because they're going to make fortunes with the money they spend. And we are getting closer and closer to seeing huge profits for investments that the Street has hated. You can't wait until next year to buy the stock of Amazon. And that's why it is a screaming buy with the stock trading at about 20 times this year's earnings. That's wrong.
Amazon Web Services remains the primary profit engine for the company. In the second quarter, AWS revenue surged 37% year over year to reach $42.2 billion, putting its annual run rate at roughly $169 billion. Operating income for the cloud unit jumped to $16.6 billion. Companies shifting their operations to handle AI and heavy workloads are turning those massive data center investments into high-margin profits. Aside from basic cloud hosting, Amazon.com, Inc. (NASDAQ:AMZN) is leaning into its own custom chips, like Trainium and Graviton, and growing adoption of the Bedrock platform to keep its revenue streams strong and diversified.
Not everyone on Wall Street shares Cramer's enthusiasm, as it could be pointed out that Amazon.com, Inc.'s (NASDAQ:AMZN) balance sheet is noticeably weaker than it was a year ago as its long-term debt increased from nearly $66 billion at the end of 2025 to nearly $129 billion by mid-2026. Heavy capital commitments and soaring data center expenses, with full-year capital expenditure guidance climbing around $220 billion, have strained cash flow flexibility. Investors could be worried that the company is spending too aggressively. If enterprise demand for artificial intelligence tools slows down or if the massi
2 days ago
Ford Motor Company (F) is giving investors a fresh reason to revisit its electric vehicle (EV) strategy as the automaker prepares to launch the Fathom, an affordable electric pickup aimed squarely at the mass market. Ford reportedly wants to sell more than 100,000 Fathom trucks in its first year, a target that would put the model in rare company. That'd make it the first non-Tesla (TSLA) EV to cross the 100,000-unit mark for a single U.S. model in one year.
The Fathom is expected to start at $30,000, with customer orders opening in early 2027 and production beginning in the first quarter at Ford's Louisville, Kentucky, plant. Moreover, Ford is building the truck around a new Universal EV platform and a redesigned manufacturing process intended to dramatically lower costs. CEO Jim Farley has described the effort as a potential "Model T moment" for the company.
Dear Nvidia Stock Fans, Mark Your Calendars for September 10
Rocket Lab Keeps Landing Defense Deals. Here's Why **** ysts Aren't Getting More Bullish.
Why Stifel Just Revamped Its Price Target for Microsoft Stock
#model #first #target #year
The Fathom is expected to start at $30,000, with customer orders opening in early 2027 and production beginning in the first quarter at Ford's Louisville, Kentucky, plant. Moreover, Ford is building the truck around a new Universal EV platform and a redesigned manufacturing process intended to dramatically lower costs. CEO Jim Farley has described the effort as a potential "Model T moment" for the company.
Dear Nvidia Stock Fans, Mark Your Calendars for September 10
Rocket Lab Keeps Landing Defense Deals. Here's Why **** ysts Aren't Getting More Bullish.
Why Stifel Just Revamped Its Price Target for Microsoft Stock
#model #first #target #year
2 days ago
Synopsys (SNPS) shares are in focus after senior Morgan Stanley ****** yst Lee Simpson issued a bullish research note in favor of the electronic design automation company. Simpson upgraded the multinational on Sept. 8 to "Overweight" and maintained his price target at $500, indicating potential upside of roughly 25% from current levels.
The bullish report arrives at a time when Synopsys stock is grappling to regain investor interest, currently down about 15% versus its August high.
Dear Nvidia Stock Fans, Mark Your Calendars for September 10
Rocket Lab Keeps Landing Defense Deals. Here's Why ****** ysts Aren't Getting More Bullish.
Why Stifel Just Revamped Its Price Target for Microsoft Stock
#bullish
The bullish report arrives at a time when Synopsys stock is grappling to regain investor interest, currently down about 15% versus its August high.
Dear Nvidia Stock Fans, Mark Your Calendars for September 10
Rocket Lab Keeps Landing Defense Deals. Here's Why ****** ysts Aren't Getting More Bullish.
Why Stifel Just Revamped Its Price Target for Microsoft Stock
#bullish