Interested in O'Reilly Automotive, Inc.? Here are five stocks we like better.
Record store expansion: O'Reilly plans to open 232 stores in 2026, its highest annual total, supported by new distribution capacity and growth opportunities across underserved U.S. markets.
International growth: The company expects to open 20–25 stores in Mexico, where it sees potential for more than 1,000 locations over time, and plans to add three to five Canadian stores while developing its platform.
Demand and competitive advantages: Comparable-store sales rose 7% through the second quarter, while O'Reilly highlighted its inventory network, promote-from-within culture, proprietary brands exceeding 55% of sales, and opportunities from an aging and increasingly complex vehicle fleet.
Hitting the Brakes: Is O'Reilly's Stock a Breakdown or a Buy?

#stores #open #Growth #interested

Zipline is putting a fresh valuation on the increasingly crowded race to make drone delivery a mainstream part of American last-mile logistics networks, all while the regulatory system is still playing catch-up.
The autonomous delivery company is in talks to raise roughly $1 billion that would value the firm of roughly $20 billion, according to Bloomberg, nearly tripling the $7.6 billion valuation it established in January.
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#delivery

On September 17, shares of Marvell Technology, Inc. (NASDAQ:MRVL) and GLOBALFOUNDRIES Inc. (NASDAQ:GFS) moved sharply higher, with Marvell Technology, Inc. (NASDAQ:MRVL) gaining more than 4% and GLOBALFOUNDRIES Inc. (NASDAQ:GFS) rising more than 6% by the end of the trading session.
Reuters reported that the two companies have expanded their agreement to increase production capacity for silicon germanium (SiGe), a semiconductor technology used in high-speed optical connections for data centers. The multi-year agreement will expand capacity for GLOBALFOUNDRIES Inc.'s (NASDAQ:GFS) SiGe technology at its facility in Burlington, Vermont. SiGe allows semiconductor devices to operate at higher speeds while using less energy, making it increasingly important as data centers handle larger volumes of data.
Robb Johnson, Vice President, Foundry Technology at Marvell Technology, Inc. (NASDAQ:MRVL) said the expanded collaboration will help ensure that the company has the "SiGe technology and manufacturing capacity to support ⁠the significant growth" it expects ahead.
According to the report, the increased manufacturing capacity will help Marvell Technology, Inc. (NASDAQ:MRVL) meet growing demand for optical networking products, including pluggable optical transceivers, near-packaged optics, and co-packaged optics.
GlobalFoundries Is Seeing Strong SiGe Demand

#NASDAQ #globalfoundries #capacity #data

AI companies Anthropic, OpenAI, ***** e XAI and Google are being sued over alleged collusion as pressure mounts to slow the rapid development of AI.
The complaint, filed Friday in the U.S. District Court for the Northern District of California, points to a recent proposal from Anthropic CEO Dario Amodei, who called for “industry-wide coordination” to “pace the frontier” as concerns mount over the risks posed by increasingly powerful AI.
“We must slow the ***** e in which we improve the capabilities of AI models,” Amodei wrote in a Sept. 12 essay.
The plaintiffs allege that OpenAI CEO Sam Altman, ***** eXAI founder Elon Musk and Google DeepMind co-founder Demis Hassabis made an illegal business agreement among competitors by agreeing to slow the development of their AI systems, violating federal antitrust law.
Within hours of Amodei publishing his essay, Musk responded, saying “Dario is right,” while Altman also said he agreed with Amodei. Hassabis called the proposal “the right path forward,” according to the complaint.

#amodei

On September 17, Coherent Corp. (NYSE:COHR) announced an upgraded Pluggable Optical Line System that covers the full C-band and fits in a compact QSFP module, the same slot ordinary transceivers use. That is a lot of networking gear shrunk into a plug, and it follows a quarter of 34% revenue growth. Here is what the launch means, and where the stock's story gets harder to read.
Start with what the product does. The upgraded system can pack 32 wavelengths onto a single pair of fibers, which Coherent says adds up to as much as 25.6Tbps of traffic on links running 2km to 200km. It is designed for the latest 800G coherent optics, and it configures itself, handling link setup and laser safety without a technician tuning each connection. Coherent also says the system is generally available and already shipping in high volume, in 400G and 800G versions that work with existing network setups. Madhu Krishnaswamy, who runs the company's telecom transport unit, describes the goal as easing the usual trade-off between raw performance and operational simplicity.
The launch also sits on top of a business that is already moving. On August 12, Coherent reported results for its fiscal fourth quarter, which ended June 30: revenue of $2.05 billion, up 34% from a year earlier. Non-GAAP earnings per share rose to $1.74 from $1.00, and CEO Jim Anderson noted that for the full year, that measure grew more than twice as fast as revenue. Management guided to revenue of $2.2 billion to $2.4 billion for the first quarter of fiscal 2027, and Anderson says AI data centers are increasingly moving from copper to optical links.
Now look at the two versions of profit. Coherent's non-GAAP earnings came to $1.74 per share, but under GAAP the figure was $1.19. The gap comes from items management leaves out, including stock-based pay, amortization on acquired intangibles, and restructuring and integration costs. Operating margin shows it more clearly, at 21.8% on a non-GAAP basis and 12.4% under GAAP. Some of those costs are non-cash, but they are real, and anyone anchoring on the higher figure is skipping them.
Then there is how much weight this launch can carry. The announcement puts no sales figure on the product, so its contribution to a company that booked $2.05 billion in a quarter cannot be sized from what has been published. The bullish story also rests on management's own read of where AI networks are headed, and on a capacity build-out that CFO Sherri Luther says gets priority in spending. Money spent on capacity only pays off if the demand management describes keeps arriving.

#quarter #launch #anderson

The Magnificent 7 stocks are having a tough ride in 2026, and only Apple (AAPL) is outperforming the Nasdaq 100 Index ($IUXX). Digging deeper, Nvidia (NVDA) is the only other constituent that is up in double digits. Despite its recent rally, Tesla (TSLA) is still down over 18% year-to-date (YTD) and is the worst-performing Mag 7 stock.
The price action is not difficult to explain. Investors are now getting increasingly wary of tech companies' ever-rising capex to build artificial intelligence (AI) infrastructure. Apple was an outlier in the AI buildout race and is now sitting pretty as investors realize that waiting it out wasn't exactly a bad move on the iPhone maker's part.
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
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Nvidia, OpenAI, and Oracle's $745B Financing Circle Just Hit Its First Stress Test: A Fed Rate Hike

#aapl #iuxx

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The CEO of Anthropic, one of the most valuable pure-play AI companies in the world, has some reservations about AI.
In a post (1) to his personal website, Anthropic CEO Dario Amodei called for companies to slow the development of increasingly capable AI models so safety measures can catch up. After listing some of the potential future benefits of AI — including his belief that it could "cure most major diseases" — Amodei acknowledged that it also "brings risks."
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#anthropic #amodei #Companies #moneywise

Michael Kliger, CEO of LuxExperience, said the luxury market is becoming increasingly polarized, with affluent customers continuing to spend heavily while middle-class shoppers pull back under inflationary pressure. He said the company is less concerned about total active customers, which are around 900,000, than about growing the small group of top customers that generate a disproportionate share of sales. He speaks with Romaine Bostick on "The Close."

#michael #becoming

NEW YORK (AP) — President Donald Trump said Friday that he was barring CNN, MS NOW and Politico from the White House due to what he called unfavorable coverage and "fake news," and threatened that more such media bans could be coming — the latest salvo in the president's increasingly aggressive response to media coverage he finds unfavorable.
Like many of Trump's other confrontations with news organizations — some of which are playing out in the legal arena — this threat has potential First Amendment implications. There was no immediate indication, though, that he was following through.
Trump wrote on his social media site that effective immediately, "I am banning" CNN, MS NOW and Politico "from the White House as a result of their constant 'reporting' FAKE NEWS!" Minutes later, speaking at an event in the Oval Office, Trump was asked to explain his statement.
"Because they're fake news," he said. "You get so tired of reading and seeing fake news. When you look at CNN, it's just fake. That's why their ratings are no good. When you look at MS NOW … , it's fake news."
"And when you look at Politico ... the stories they wrote are fake. So there's a lot of news and there may be others to join them, and maybe they can get better," he said. "But our country has to have honest news."

#fake #look #House

In late 2022, OpenAI released ChatGPT, and within months the bottom rung of the tech-industry career ladder started to disappear. Graduates who majored in computer science and other AI-exposed fields are increasingly missing out on the jobs they trained for, and a chunk of them are landing behind restaurant counters and retail registers instead, according to two Census Bureau papers.
An April 2026 Census paper tracked matched employer-employee records and found that hiring of workers ages 22 to 24 fell sharply in the industries most exposed to AI, while hiring in less-exposed industries held steady. Employment for early-career workers in the most AI-exposed fifth of industries dropped 12% over the ten quarters after ChatGPT's release. Lee Tucker, one of the coauthors of the paper, said "the decline in hires is the primary cause" of that rate of unemployment, not people losing jobs they already had.
That mattered most for one type of graduate. The most AI-exposed industries, Tucker found, cluster heavily around software and information-technology work, which are the very fields computer science and other highly AI-exposed majors are built to feed into.
A second paper from last week, also coauthored by Tucker, follows the graduates of the most AI-exposed decile of college majors. Their odds of holding a job one quarter after graduation fell by five percentage points, and full-quarter initial earnings dropped 13% following ChatGPT's release. A 13% earnings decline is roughly the size economists would expect from graduating into a severe recession—except there wasn't one, since the rest of the labor market held up fine.
Young grads still need to work and still have jobs, even if they've received highly exposed degrees. So the decline in earnings is less about a lack of employment and more about pursuing lower-wage occupations to make ends meet.

#graduates

Space Exploration Technologies Corp. (NASDAQ:SPCX) is increasingly confident it can reach a $100 billion annual revenue run rate by year-end. The company's CFO said there is now "even more conviction" around the target. A new AI hosting agreement worth $13 billion on an annualized basis adds significant support to that outlook and reflects how quickly ***** eX's compute business is scaling. But the financial picture behind that growth is less straightforward. The same AI division that management is relying on to help reach that target posted a $1.3 billion loss in the latest quarter alone. The loss wiped out what would have otherwise been a profitable quarter, while the company generated roughly negative $25 billion in free cash flow during the first half of 2026.
CFO Bret Johnsen said ***** eX has "even more conviction" that it can reach a $100 billion annual revenue run rate. The outlook is supported by a newly signed AI hosting agreement worth $1.11 billion per month beginning in December, or roughly $13 billion on an annualized basis. The company plans to end the year with a little over 2 gigawatts of terrestrial AI-computing capacity and scale to between 5 and 10 gigawatts in 2027. Orbital computing remains a longer-term option for overcoming power constraints. Its current agreements include a $6.7 billion cloud-services contract that is scheduled to ramp up in October. Existing arrangements with Google and Anthropic are worth more than $2 billion per month combined. Reaching the $100 billion target would require monthly revenue to more than triple from second-quarter's pace.
SpaceX's rocket and Starlink businesses generated roughly $1.1 billion in combined operating income in the second quarter. But the AI division's $1.3 billion loss more than wiped out that profit. The company also generated roughly negative $25 billion in free cash flow during the first half of 2026. The stock declined more than 5% after the second-quarter results despite a revenue beat.
The AI contract pipeline is clearly expanding and gaining momentum. However, the $100 billion target is a revenue run-rate measure rather than a profitability target. At the same time, the division driving this expansion remains the company's largest contributor to both both operating losses and capital spending, making the growth opportunity financially costly for now.
SpaceX had 119 hedge funds among its institutional holders at the end of the second quarter of fiscal 2026. Meanwhile, short interest stood at just 2.76% of float as of August 31, 2026. The ownership and the short interest figures show that institutional sentiment remains broadly constructive and toward the company's long-term outlook.

#roughly

Monthly car payments continue to hit record levels for both new and used cars.
The overall cost of car ownership remains elevated due to steep insurance and car maintenance prices in addition to the cost of a loan.
Good credit scores are key to qualifying for the best auto loan rates and driving away with a competitive monthly payment.
New car prices remain steep, with monthly payments for new cars soaring to the highest levels ever recorded. Amid this environment, buyers are taking on increasingly larger loans to make vehicle purchases, and some are also stretching repayment over a longer timeline — in some cases, up to seven years.
Whether you have poor credit or are looking to refinance your current loan, it's important to understand typical monthly payments and rates so you can feel confident that you are getting the best deal. While auto loan rates in 2026 are projected to lower slightly, it won't be enough to put a serious dent in the many factors that are driving up the cost of car ownership, including continued high cost of auto insurance and maintenance expenses.

#payments #rates #levels #ownership

Amazon Business is now a $60B operation serving 11 million customers worldwide. In this FreightWaves Today interview, Amazon Business exec Daniel Silverfield breaks down what that scale means for procurement, supplier consolidation, same-day grocery delivery and AI-driven savings.The big takeaway: business buyers want fewer suppliers, better visibility and less waste in purchasing. Silverfield explains how Amazon Business is pitching exactly that to everyone from small companies to Fortune 100s.
Amazon Business has hit $60 billion in annualized gross sales and now serves 11 million customers worldwide, with 1.8 million organizations added this year alone — a growth rate that puts it on par with a Fortune 100 company if it were standalone. The platform, which launched roughly a decade ago after Amazon noticed businesses already shopping on amazon.com, is increasingly central to how companies across sectors manage procurement, from office supplies to same-day groceries.
The scale matters to shippers, carriers, and brokers because Amazon Business is driving a fundamental shift in B2B purchasing behavior — consolidating supplier pools, centralizing data, and moving procurement from quarterly reporting cycles to an always-on, AI-powered model. Every order that migrates to the platform is one fewer touchpoint for traditional distributors and one more shipment flowing through Amazon's own logistics network.
Daniel Silverfield, head of value and selection for Amazon Business, said the platform saved customers $880 million on Prime free shipping last year and $1 billion through business-specific discounts. The company added 30% new items year over year and recently launched same-day grocery delivery across 2,300 U.S. cities in the first half of this year, a capability customers had been requesting for some time.
"The big shift that we're seeing is that people are moving to a continuous, always-on, conversational-powered procurement journey where agents may be looking for the best price while they're asleep, maybe negotiating on their behalf while they're asleep, and then surfacing to them the best product to buy," said Silverfield.

#customers

Wall Street spent years debating whether crypto deserved a place inside the financial system.
Franklin Templeton increasingly thinks that debate has it backwards. The more important question may be how much of the existing financial system eventually starts behaving like crypto.
For Chris Perkins, head of Franklin Crypto, the shift is already underway.
"Every institution is integrating blockchain technology in one way, shape or form," Perkins told Coinage. "Market structure is changing overnight. We will be in an era of 24-seven markets. If you're not 24-seven capable, you'll be left behind and someone else is going to eat your lunch."
That is a notably aggressive prediction coming from Franklin Templeton, one of the world's largest traditional ***** et managers. But Franklin has increasingly been putting money behind that conviction, too.

#franklin #Crypto #seven #behind

Nvidia (NVDA) has been powering the ongoing artificial intelligence (AI) boom. Its graphics processing units (GPUs), central processing units (CPUs), networking products, and increasingly integrated AI systems continue to benefit from enormous investments in data center infrastructure. As a result, NVDA has continued to deliver impressive financial results.
Notably, concerns about a potential slowdown in AI development have weighed on semiconductor stocks, raising fears that the enormous spending on AI infrastructure could eventually moderate. However, demand for Nvidia's products is unlikely to slow, and the company could continue delivering extraordinary growth.
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#nvda #processing #units #infrastructure

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America's retirement bill is getting harder to ignore. Social Security is already the largest expenditure in the federal budget, and as more Americans reach retirement age, an increasingly large share of government spending is going toward older Americans. Podcast host and NYU Stern professor Scott Galloway thinks the imbalance is becoming a problem for everyone else.
"We now spend $5 on seniors for every $1 on children. Enough already," Galloway wrote in his "The Grown-Up Tax Bill" column in 2025. He argued that Social Security is part of a much larger transfer of wealth from younger and poorer Americans to an older, wealthier generation.
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This Jeff Bezos-backed platform lets eligible investors buy fractional shares of rental properties for as little as $100.

#older

Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors.
Wealth management firms aren't the only ones trying to be one-stop shops.
Earlier this month, the cryptocurrency exchange Binance began offering direct access to options on more than 1,000 US stocks and ETFs. Although these **** ets are currently available only to international customers, it's the latest effort by a major crypto operation to make its mark on the world of traditional finance, and vice versa, as crypto ETFs' popularity continues to attract broker-dealers and banks. The move also signals the platform's goal of presenting itself to investors as more than just a crypto marketplace.
"Binance increasingly wants to be viewed as a full investment platform," said Hesom Parhizkar, cofounder of AdvizorPro. "Crypto remains a relatively small pool of **** ets compared with the enormous traditional wealth management and RIA markets, so offering stocks, ETFs and related products gives Binance access to a much larger opportunity."
Sign up for The Daily Upside at no cost for premium **** ysis on all your favorite stocks.

#daily #upside #wealth #investors

"I am the house now," Treasury Secretary Scott Bessent told traders last week, as he defended the administration's increasingly interventionist approach to the bond market. He added that he had "asymmetric information" about what policymakers would do next and dared investors: "bet against me if you want."
On Wednesday, Federal Reserve chair Kevin Warsh might effectively take the other side of the bet.

It's been a hot American summer. Oil is hot, hovering around $110 a barrel. Bond yields are hot, too: the 10-year Treasury yield has pushed above 5%, around its highest level since 2007. Credit markets are running hot as well: U.S.-dollar debt issuance to finance AI and data-center development reached $308 billion through July. And all that borrowing is competing with U.S. national debt, which crossed $40 trillion less than a month ago. Stocks, despite a rough few days, are still up roughly 11% this year. Inflation, meanwhile, remains above 3%.
Put all that heat together, and the Federal Reserve is staring down a question it hasn't seriously confronted in three years: Is the U.S. economy actually overheating? Markets are betting the Fed thinks the answer is at least "maybe." Traders have priced a quarter-point hike Wednesday with near certainty.
But whether Wednesday amounts to a one-time course correction or the beginning of a new tightening cycle depends on what, exactly, is making the American economy hot. The last time the Fed began raising rates, in March 2022, Jerome Powell's Fed ultimately raised its benchmark rate by 525 basis points over 16 months.
Mohamed El-Erian, Wharton professor of practice and chief economic adviser at Allianz, parsed the current fervor and anxiety into four questions on X Tuesday: whether oil-supply disruptions persist, with China potentially acting as a "swing consumer"; whether Treasury Secretary Scott Bessent intervenes again to influence long-end yields; whether this week's hike proves "one and done" or the beginning of a cycle; and how markets balance AI's enormous promise against its enormous risks.

#secretary #federal #american

Parnassus Investments, an investment management company, released the "Parnassus Growth Equity Fund" second-quarter 2026 investor letter. The letter can be downloaded here. During the quarter, the Fund (Investor Shares) returned 17.49% (net of fees), outperforming the Russell 1000 Growth Index's 16.74%. Holdings in Information Technology and Consumer Discretionary sectors boosted relative returns, while Communication Services and Financials holdings detracted. For the year-to-date period, the Fund returned 6.17% (net of fees), outperforming the Russell 1000 Growth's 5.33%. The firm remains constructively bullish on U.S. equities and continues to be selective, valuation-sensitive, and focused on disruptive growth opportunities through active stock selection. Growth stocks advanced during the second quarter, as the Russell 1000 Growth Index generated strong double-digit returns driven by increased confidence in the durability of the ongoing artificial intelligence (AI) infrastructure build-out. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its second-quarter 2026 investor letter, Parnassus Growth Equity Fund highlighted Comfort Systems USA, Inc. (NYSE:FIX) as a new position. Comfort Systems USA, Inc. (NYSE:FIX) is a leading mechanical and electrical installation, renovation, maintenance, repair, and replacement services provider to commercial, industrial, and institutional customers. On September 15, 2026, Comfort Systems USA, Inc. (NYSE:FIX) closed at $1,576.78 per share. Over the past month, Comfort Systems USA, Inc. (NYSE:FIX) declined 5.15% and its shares gained 110.86% over the past 52 weeks. Comfort Systems USA, Inc. (NYSE:FIX) has a market capitalization of $55.49 billion.
Parnassus Growth Equity Fund stated the following regarding Comfort Systems USA, Inc. (NYSE:FIX) in its Q2 2026 investor letter:
"Other positions added during the quarter included Comfort Systems, a mechanical, electrical and plumbing contractor. Comfort Systems USA, Inc. (NYSE:FIX) is a mechanical, electrical and plumbing contractor that provides the skilled labor that's essential for building increasingly complex data centers, where demand continues to accelerate alongside AI investment."
Comfort Systems USA, Inc. (NYSE:FIX) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 83 hedge fund portfolios held Comfort Systems USA, Inc. (NYSE:FIX) at the end of the second quarter which was 80 in the previous quarter. While we acknowledge the potential of Comfort Systems USA, Inc. (NYSE:FIX) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

#systems #parnassus

AI data centers are facing growing power constraints, and the issue is becoming increasingly urgent. New utility capacity can take years to develop and bring online, but hyperscalers cannot afford to wait that long to support their growing computing needs. That gap between supply and demand creates an opportunity for Bloom Energy (BE), which is focused on delivering power where and when hyperscalers like Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOG) (GOOGL) require it. The fundamentals are now starting to provide support for the growing optimism around its opportunity.
Bloom Energy's technology stands out because it can address the AI power challenge on a much shorter timeline. The company's solid-oxide fuel cells are manufactured in factories and can be moved where required. They can also be deployed much faster than traditional power infrastructure. Instead of waiting years for grid upgrades or additional turbine capacity, data center developers can install Bloom Energy's systems and bring power online in a much shorter timeframe. As AI infrastructure expands, that speed has helped the company establish itself as an increasingly important on-site power vendor. All major U.S. hyperscalers are also providing validation of its position.
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#bloom #crude

Salesforce (CRM) investors have an important date to watch as the company prepares to host its Investor & ****** yst Session on Wednesday, Sept. 16, during Dreamforce 2026. The event comes at a critical time for Salesforce as investors look for greater clarity on how the company plans to turn rapid artificial intelligence (AI) adoption into sustainable revenue growth. Salesforce recently delivered a strong second-quarter fiscal 2027 report, with current remaining performance obligations rising 14% and management raising its full-year revenue guidance.
Against this backdrop, the Investor Day session could provide additional insight into Salesforce's long-term financial position, Agentforce, Data 360, and AI monetization. The company has increasingly positioned AI agents as a major growth opportunity, while its recent partnership with Anthropic has further expanded its AI ecosystem.
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Nvidia CEO Jensen Huang Just Dropped Huge News for This Cybersecurity Stock

#company #revenue

Illustration: Sarah Grillo/Axios. Stock: Getty Images
OpenAI on Wednesday disclosed six new incidents in which its models concealed mistakes, sought unauthorized credentials, uploaded files to the public internet or communicated across supposedly isolated training environments.
Why it matters: It's increasingly clear that the Hugging Face breach wasn't a one-off incident, as AI models become more capable of finding unexpected ways to work around the guardrails meant to contain them.

#illustration #grillo #axios #openai

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At the beginning of 2026, the biggest question surrounding the Federal Reserve and interest rates was whether the Fed would cut its target rate at some point this year. However, it's become increasingly clear that a rate cut won't happen any time soon. In fact, it's possible that the Fed may increase its benchmark rate before the year is over.
Following the Federal Open Market Committee (FOMC)'s most recent meeting in July, under the leadership of new Fed Chair Kevin Warsh, the committee announced its decision to maintain the target range for the federal funds rate at 3.50%-3.75%.
In its statement, the committee noted that "inflation remains elevated relative to the Committee's 2 percent goal, in part reflecting supply shocks that have driven price increases in certain sectors, including energy. The Committee will deliver price stability."
The Fed has not cut rates since late 2025, yet interest rates on consumer loans and bank accounts steadily decreased throughout 2026 — at least, until recently. Recent rate increases are a sign that the market is already pricing in a rate hike. And with a few more Fed meetings on the calendar for the remainder of 2026, consumers are wondering how potential rate changes could impact their bottom lines.

#year

Liberty Media Formula One (FWONK) is increasingly looking like more than a fast-growing sports franchise — it is becoming a premium global media and entertainment ******* et. That view is gaining traction on Wall Street, with Jefferies initiating coverage of FWONK stock with a "Buy" rating and a $115 price target, implying about 22% potential upside from current levels. Jefferies views Formula One as a high-quality media and consumer-experiences business, supported by its premium sports ******* ets, ******* et-light model, and margin-expansion opportunity.
Jefferies believes that the company streamlining Formula One and MotoGP after the Liberty Live separation and MotoGP acquisition could improve how its allocates capital and executes. Moreover, ******* ysts highlighted Apple's (AAPL) new U.S. F1 media-rights deal for Apple TV, estimating it could add revenue of about $55 million annually through 2030. Overall, the firm expects revenue to grow to $5.84 billion in 2028, and adjusted OIBDA margins to expand to 27.2%.
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The EV Bubble Has Burst. How to Play Rivian Stock Now.

#liberty

Intuit (INTU) remains a financial technology powerhouse, with roughly 100 million customers across its platforms. Its biggest advantage is the breadth of financial workflows it brings together, spanning everything from tax preparation to business software. But that strength has not protected the stock from a changing market narrative.
Wall Street is increasingly concerned that the rapid adoption and advancement of artificial intelligence (AI) could chip away at Intuit's core tax and business software offerings. These concerns intensified after Intuit delivered slightly disappointing FY2027 sales guidance with its Q4 FY2026 results.
1 'Strong Buy' Dividend Stock Offering a 6.3% Yield Right Now
A $90 Billion Reason to Buy Oracle Stock Now
This High-Yield Construction Stock Just Raised Its Dividend by 40%

#Dividend #yield #intu

This story was originally published on Bisnow, the newsroom global commercial real estate reads first. To receive daily news and ******* ysis, subscribe to Bisnow's free suite of newsletters.
A pair of national real estate investment managers closed their U.S. office credit fund with $1.1B in investor commitments.
Hines and Rialto Capital secured 126 investors for their Hines Rialto Credit Partners, a co-general partnership focused on U.S. office credit investments. The fund required a minimum investment of $100K, according to a filing with the U.S. Securities and Exchange Commission.
With the rapid growth of private credit, Hines said it believes investors are searching for real estate credit strategies grounded in specialized underwriting and deep market knowledge.
"Yield alone does not tell you the quality of the risk," Alfonso Munk, Hines' global co-head of investment management, said in a statement. "In real estate credit, understanding the underlying ******* et — what it is worth, how it performs and how it may hold up under pressure — is becoming increasingly important as the market works through a significant refinancing cycle."

#real #rialto

Brent crude climbed above $108 a barrel on Tuesday as traders grew increasingly uncertain about when Saudi Arabia's East-West Pipeline would reopen, with fresh Houthi attacks on the kingdom and suspended oil loadings at its Red Sea export terminal adding to supply fears.
By 1:00 p.m. ET, Brent futures had climbed 3% to $108.88 per barrel, with U.S. West Texas Intermediate up 4.7% at $106.12. A close at those levels would mark the highest settlement for either contract in close to four months, according to Reuters. Prices have risen around 20% this month as fighting in the Persian Gulf has escalated.
According to shipping industry sources who spoke with Reuters, crude loadings at the Yanbu terminal on Saudi Arabia's Red Sea coast had been halted as of Tuesday. Separately, sources told Reuters that Saudi officials had notified European buyers that certain crude shipments scheduled for late September would not proceed.
Saudi Arabia shut down the East-West Pipeline after drone attacks originating from Iraq struck it last week, forcing the kingdom to halt the export route it had been using to bypass the Strait of Hormuz during the U.S.-Iran war. The pipeline can move up to 7 million barrels per day. Saudi officials have described the closure as a precautionary measure but have not provided a damage ******* sment or a timeline for resuming operations. U.K. authorities fear the pipeline may remain mostly shut for six weeks, according to Bloomberg.
Iran-backed Houthi militants in Yemen carried out additional strikes on Saudi Arabia on Monday. According to a spokesperson for the Saudi-led military coalition in Yemen, the group fired drones and ballistic missiles targeting the cities of Khamis Mushait, Abha, and Taif. According to Reuters, the Houthis claimed to have struck a military air base in Khamis Mushait, with their stated targets including hangars, radar installations, runway infrastructure, and stores of ammunition.

#west #east

On September 11, Dell Technologies Inc. (NYSE:DELL) shares jumped more than 11% after RBC Capital Markets initiated coverage of the company with an Outperform rating and a price target of $640.
The latest rally adds to an already strong year for Dell Technologies Inc. (NYSE:DELL), with the stock having gained over 300% so far in 2026. The company has become one of the biggest vendors for Nvidia-based servers and related equipment, benefiting from strong demand for AI infrastructure from cloud companies and enterprises.
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RBC ***** yst David Paige wrote in a note that Dell Technologies Inc. (NYSE:DELL) is showing no signs of slowing. RBC believes that the company "continues to be well positioned to benefit from a multi-year AI infrastructure spending cycle."
Paige pointed out that "Dell Technologies Inc.'s (NYSE:DELL) best-in-class supply chain represents a competitive moat that differentiates the company during periods of supply disruption, as customers increasingly turn to Dell Technologies Inc. (NYSE:DELL) for a 'calming hand' during periods of supply volatility/constraints."

#paige

MiKargo247 is expanding its spot cargo insurance coverage to include strategic cargo theft under a new partnership with Verified Carrier.
The coverage is designed to address a growing category of freight fraud involving double brokering, carrier identity theft and fictitious pickups. Under the partnership, brokers using Verified Carrier can purchase MiKargo247 spot cargo insurance and have the strategic theft exclusion removed when the load is hauled by an eligible verified carrier. The companies announced the partnership Sept. 1.
Strategic cargo theft accounted for about 30% of reported U.S. cargo theft incidents in 2025, according to a June report from Munich Re Specialty and BSI Consulting. The report found that criminals are increasingly using deception, impersonation and other fraud-based methods to obtain freight rather than relying solely on physically stealing cargo from trucks or facilities.
The shift creates a challenge for brokers and insurers because fraudulent actors can make it difficult to determine who is actually hauling a load.
The FBI warned in April that cyber-enabled strategic cargo theft is increasing, with criminals using compromised accounts, fictitious companies and double-brokering schemes to divert legitimate freight. The agency recommended that transportation companies independently verify shipment requests and pickups before releasing loads.

#carrier #partnership #Companies

Citigroup Inc. (NYSE:C)'s CFO Gonzalo Luchetti said the bank expects return on tangible common equity (RoTCE) to come in slightly above 11% in 2026, while also indicating that Citi will increase stock buybacks from the $13 billion repurchased in 2025. The bank plans to accelerate roughly $500 million of investment by year-end, including spending on severance and marketing intended to expand its credit-card and wealth-management businesses. Citi also expects to remove Banamex from its balance sheet in 2027, which will create an estimated $9 billion currency-translation adjustment loss.
The 11%+ target is meaningful because Citi's profitability has already improved materially. In the second quarter, Citi generated $24.8 billion of revenue, up 14% year over year, while net income rose 45% to $5.8 billion. Investment-banking revenue increased 44% to $1.55 billion, and net interest income increased 13%. Citi's SEC filing shows second-quarter RoTCE of 13.0%, versus 8.7% a year earlier, while the first half of 2026 produced a 13.1% RoTCE. The new guidance therefore suggests management believes profitability can remain above the longer-term 11%-13% RoTCE range Citi established for 2027-28, despite additional investment spending.
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The bullish argument is that Citigroup Inc. (NYSE:C) appears to be converting its multiyear restructuring into higher returns while simultaneously returning more capital to shareholders. The move from 8.7% RoTCE in the second quarter of 2025 to 13.0% in the second quarter of 2026 represents a substantial improvement in capital efficiency. Citi's efficiency ratio also improved to 57.4% from 62.7%, indicating that revenue growth is increasingly translating into operating leverage rather than being absorbed by expenses. That is particularly relevant because management now intends to spend another roughly $500 million on severance, marketing, and growth initiatives; if these investments produce the intended expansion in cards and wealth management, they could support revenue growth without derailing the profitability trajectory.
Capital returns provide another positive lever. Citi repurchased $13 billion of stock in 2025 and now expects to increase that amount, while its June 2026 CET1 ratio remained 12.78%, comfortably above its 11.6% standardized regulatory requirement. Buybacks can reduce tangible common equity and shares outstanding, potentially supporting both RoTCE and per-share earnings when executed below intrinsic value. Citi's tangible book value per share had already risen 7% year over year to $100.89 by June 30, 2026. The combination of higher operating profitability, shrinking share count, and improving capital efficiency strengthens the case for a valuation re-rating if Citi can sustain returns above 11%.

#rotce #citi #management