The New York Knicks season-opener for the 2026-27 NBA season is proving to be one of the most valuable regular-season games in recent memory.
The Knicks brought the city its first NBA ****** le in 53 years and re-established basketball as a city-wide passion. With a ****** le-defense campaign ahead in the 2026-27 season, the energy is still high.
The Knicks will open the season on October 20 against the Philadelphia 76ers, receiving their championship rings and raising their championship banner into the rafters.
The Knicks opened their season against the Cleveland Cavaliers last season, but this season opener is proving to be more significant, as prices are reportedly up 526% on secondary markets from last season.
"The cheapest seats on the secondary market for the Oct. 20 opening night game against the Philadelphia 76ers at Madison Square Garden cost $1,346 a piece, including fees, according to data company TicketIQ. That is a massive 526% increase from the 2025 home opener against the Cleveland Cavaliers, which had a final get-in price of $215."

#city

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

By Heard on the Street Staff
Sept. 11, 2026 4:23 pm ET
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This is an edition of the Markets P.M. newsletter, a recap of the day’s most important markets moves, delivered after the closing bell. If you’re not subscribed, sign up here.

#street #recap #important

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

#find #session #credit #time

Solaris Energy Infrastructure, Inc. (NYSE:SEI), traditionally known as an oil and gas field services and solutions company, has been increasingly shifting toward the data center market. On September 8, the company provided an update to its guidance ranges, which suggests that this shift is working.
The company lifted its adjusted EBITDA guidance for the third and fourth quarters of 2026 and provided its initial outlook for the first quarter of 2027. The company said that the updated expectations reflect stronger contributions from its core power services business, along with better-than-expected performance from recently acquired businesses. Solaris Energy Infrastructure, Inc. (NYSE:SEI) now expects Q3 2026 adjusted EBITDA of $110 million to $130 million, up from its previous range of $90 million to $105 million. At the midpoint, that represents a 23% increase.
For Q4 2026, the company raised its guidance to $145 million to $180 million from $100 million to $120 million, a 48% increase at the midpoint. The company also provided initial Q1 2027 adjusted EBITDA guidance of $200 million to $240 million.
Investors responded positively to the update as the stock rallied following the announcement. Solaris Energy Infrastructure, Inc. (NYSE:SEI) has returned about 150% over the past 12 months. As of September 8, the stock was up more than 25% year to date, compared with a 12% gain for the S&P 500.
The guidance update follows the company's September 2 announcement of its acquisition of Omega Foundation Services, a leader in the specialized engineering, procurement and construction industry with expertise in heavy civil construction across several end markets, including large-scale data centers.

#energy #Services

A fresh reading on inflation showed monthly prices rose more than expected in August, increasing the likelihood the Federal Reserve will raise interest rates next week.
A rebound to oil at $100 per barrel also complicates the picture.
Stripping out volatile food and energy prices — the way the Fed likes to scrutinize underlying inflation — the Consumer Price Index rose 0.3% month over month, compared with expectations for 0.2%. The year-over-year rate was in line with expectations for 2.4% and down a tenth of a percentage point from July. On a headline basis, CPI rose 3.4% in August, in line with expectations, and 0.4% month over month.
"The upside surprise to core CPI in August means the Fed looks set to hike next week," said Stephen Brown, North America chief economist for Capital Economics.
Markets are now betting on a 90% chance of a rate hike at Wednesday's Fed policy meeting, according to CME FedWatch.

#august #expectations #inflation

Lululemon Athletica Inc. (NASDAQ:LULU) recently issued its second guidance cut of the year, and investors responded immediately by sending shares down roughly 18%. That selloff came despite an EPS beat, but the headline result was heavily supported by a tariff refund rather than underlying business strength. Brand sentiment, traffic, and leggings sales are all weakening across the company's two largest markets. The key issue for investors is no longer whether the quarter was weak, but whether the stock's low valuation and new CEO can provide the catalyst for a meaningful recovery.
Lululemon shares dropped 18% after the company lowered its full-year guidance for the second time this year. Revenue is now projected to range from $10.35 billion to $10.5 billion, while EPS guidance was reduced to $9.48 to $9.73. Both represent sharp reductions from its earlier guidance ranges. Second-quarter revenue was particularly weak, falling 4% to $2.4 billion and coming in below consensus estimates, while comparable sales dropped 9%, or 10% on a constant-dollar basis. According to the company, negative commentary had affected traffic in both the U.S. and China, while leggings sales slowed more than expected. Although reported EPS beat estimates, nearly all of that upside came from an $0.86 per share tariff refund. For the third quarter, management expects revenue to decline another 10% to 11%.
Lululemon still has several financial advantages that could support the business through its current slowdown. The company has no outstanding borrowings and maintains $1.4 billion in cash. First-half operating cash flow climbed to $589 million, more than double the prior year. Inventory per unit also declined roughly 7% year over year, reducing the risk of a margin-damaging clearance event. Meanwhile, shares have fallen over 50% year-to-date and now trade at a historically depressed valuation, potentially creating an out-of-favor-setup for investors. At the same time, management continued its buyback program, repurchasing $330 million worth of shares during the quarter.
The weakness in traffic and leggings sales cannot be ignored, and both remain serious concerns. However, the company has a debt-free balance sheet, stronger cash generation, and a valuation that already reflects much of the recent bad news. That gives Lululemon room to prove that its current struggles are mainly execution-related rather than signs of a structural decline.

#year #shares #company

Interested in Intuitive Surgical, Inc.? Here are five stocks we like better.
Global procedure growth remains intact despite a recent U.S. slowdown and Affordable Care Act-related uncertainty; Intuitive Surgical maintained its 13.5%–15.5% global procedure-growth outlook, expecting results near the midpoint.
Ambulatory surgery centers and international markets remain important expansion opportunities, with second-quarter system placements rising in the U.S. and abroad. However, China remains pressured by local competition and slower tenders, with improved visibility not expected until 2027.
Future growth could come from da Vinci 5 upgrades, Force Feedback instruments, new procedures and sites of care, and AI services such as Case Insights. The company also reported strong financial performance, including 21% revenue growth and operating and free-cash-flow margins above historical averages.
This AI ETF Is Missing the Biggest AI Winners

#affordable

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is reshaping the leadership structure of its elite
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#sept #rights

US stocks rose on Friday as investors digested the Consumer Price Index data, which showed inflation remained sticky and cemented bets that the Federal Reserve will hike interest rates next week.
The Dow Industrial Average (^DJI) and tech-heavy Nasdaq Composite (^IXIC) rose 0.9% while the S&P 500 (^GSPC) rose 0.8%. The major indexes posted weekly declines, however, after a four-day losing streak.
Investors turned their attention to the Consumer Price Index, the last piece of inflation data before Federal Reserve policymakers convene next week. Overall prices rose 0.4% on a monthly basis and 3.4% on an annual basis, which were in line with economists' expectations and slightly hotter than July's reading.
But after stripping out volatile food and energy prices, the Fed's preferred reading, CPI rose 0.3%, compared to estimates for 0.2%.
Friday's CPI report prompted traders to ramp up their bets that the Fed will raise interest rates this month. Markets are now pricing in a roughly 87% chance the Fed raises interest rates by 25 basis points at the FOMC meeting next week, according to the CME's Fedwatch tool. That's up from 72% a day ago and 50% a week ago.

#week #next

The Federal Reserve's policy committee is expected to raise its key interest rate for the first time since 2023.
Fed officials face pressure to raise rates to combat stubbornly high inflation that has run above target since 2021.
A rate hike could provoke a response from President Donald Trump, who has demanded that the central bank reduce interest rates.
Federal Reserve officials meet Wednesday to plot the next move in their campaign to keep prices stable, and fresh data shows inflation is far from vanquished.
Fed officials are widely expected to raise the central bank's fed funds rate to combat inflation, increasing it a quarter-point to a range of 3.75% to 4% in the first rate hike since 2023. Financial markets are pricing in an 86% chance of a rate hike according to the CME Group's FedWatch tool, which forecasts rate movements based on fed funds futures trading data.

#officials #federal #expected #first

Back in the late 70s and early 1980s, my small town had a mom-and-pop convenience store, Paul's Market, as well as one location of a regional chain, Richdale's. It later added a store from a larger chain, White Hen Pantry.
7-Eleven and other large chains existed, but local stores, even one-offs, were common. Now, just over the past few years, a number of bigger players have swallowed up some smaller chains.
The banner retirements are real and named, according to data from NACS Magazine.
GetGo was sold to Circle K, Redwood Markets went to Jacksons (24 stores, California), and Maverick bought the ****** & Go Brand, which included about 400 locations. In all three cases, the name changes were gradual as stores got remodeled, but in the end, the classic names disappeared.
Now, the same thing has happened again as Casey's has begun the process of removing the CEFCO name from the 198 stores it added when it bought the rival chain in 2024.

#store

Updated Sept. 11, 2026 2:42 pm ET
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1420 ET – Gold futures hold steady as a pullback in oil prices helps offset the impact of an inflation report that increased expectations for a Fed interest-rate rise next week. Front-month gold settles little changed on the day in New York at $4,366.20 a troy ounce, and is down 1.4% for the week. Gold and silver remain within a range of strong support, says Peter Cardillo of Spartan Capital, and if the Fed does raise interest rates next week “it’s symbolic since the bond market had already tightened.” Silver settles up 0.4% at $64.554 a troy ounce, down 2.3% from a week ago. (anthony.harrupwsj.com)
1306 GMT – Gold prices rebounded after oil prices fell more than 2.5%, easing some inflationary concerns. Futures in New York rise 0.3% to $4,422.40 a troy ounce, but remain on track for a weekly loss. U.S. consumer prices accelerated in August, bolstering market expectations that the Federal Reserve could raise interest rates next week. According to the FedWatch tool, traders are now pricing in a nearly 87% probability that the U.S. central bank will raise interest rates next week, from around 67% earlier on Friday. Still, “while the markets appear to be placing their proverbial bets on a hike, it’s likely that members of the FOMC won’t be quite as unequivocal,” says Kyle Rodda from Capital.com. “The doves on the committee, of which there are many, are likely to argue the case that the dip in annual core inflation justifies patience.” (giulia.petroniwsj.com)

#week #Gold #next #rates

ETH is enjoying another stretch of relative strength, trading up as much as 7% this morning above $2,600, and still running around +4% on the day at the time of writing.
In this span, ETH outperformed a flat BTC (+0.33%) and warmer majors like SOL, HYPE, and ZEC (which are all roughly +2% over the past 24 hours).
The backdrop: Friday's CPI landed mixed, i.e. a hotter headline number softened by a cooler core reading. Markets seem to have shrugged this result off as already priced in, flipping the mood from Thursday's PPI-driven jitters back toward risk-on.
Secondary driver: This vibe shift led to buy pressure, the buy pressure led to a bounce, and the bounce led to a squeeze. As ETH shorts had become a crowded trade once more, that bounce forced hundreds of millions in liquidations, with one outsized position wipeout on Hyperliquid doing a lot of that damage alone.
What to watch: Traders are now betting the Fed will raise rates at next week's FOMC meeting. Odds jumped to the mid-to-high 80% range after Friday's data, up from around 70% the day before. If that rate hike happens and the Fed signals more are coming, ETH's rallying could stall. Yet if Fed Chair Warsh sounds less aggressive when he speaks afterward, ETH's strength could just as easily keep going.

#pressure #markets #hyperliquid

Bitcoin (CRYPTO: $BTC) and other cryptocurrencies were down to end the trading week on Sept. 11 as the odds of an interest rate hike in the U.S. continued to rise. Futures markets now see a greater than 70% chance that the U.S. Federal Reserve raises interest rates by 25-basis points at its meeting on Sept. 16.
Markets ratcheted up their expectations for higher interest rates following a hot U.S. inflation report for August, and as crude oil hovers near $100 U.S. a barrel for the first time since May of this year. Higher interest rates are negative for risk **** ets such as crypto. As a result, Bitcoin was trading at $77,500 U.S. at week's end, down from a recent high of $82,000 U.S.
Other digital **** ets were also under pressure, with Ethereum's (CRYPTO: $ETH) price right around $2,500 U.S. Despite the pullback, crypto prices remain sharply higher than where they were a month ago, when Bitcoin was trading below $65,000 U.S. BTC peaked at an all-time high of $126,198.07 U.S. on Oct. 6 of last year.
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#Crypto #sept #down

By Lucia Mutikani
WASHINGTON, Sept 11 (Reuters) - U.S. consumer prices accelerated in August, while a key measure of underlying inflation posted its largest increase in four months, reinforcing expectations that the Federal Reserve will raise interest rates next week.
The Labor Department's Consumer Price Index report on Friday followed strong readings in several components of the Producer Price Index released on Thursday that feed into the Personal Consumption Expenditures price indexes, the ‌inflation measures the U.S. central bank tracks for its 2% target. The two reports led economists to think that PCE inflation excluding the volatile food and energy categories picked up in August.
Financial markets initially priced in a 91% ‌chance of a quarter-point rate hike at the Fed's meeting on Tuesday and Wednesday, before settling back to 87%, CME's FedWatch tool showed. That was up from 72% on Thursday. The Fed's benchmark overnight interest rate is currently in a 3.50%-3.75% range.
Most economists said the firmer inflation readings, combined with signs of the labor market regaining its footing in August, would compel Fed officials to raise borrowing costs not only next Wednesday, but possibly again in October or December.

#Consumer

Digital Realty Trust, Inc. (NYSE:DLR) announced the opening of its 6.4-megawatt NBO2 data center in Nairobi on September 7, expanding the campus alongside NBO1. The opening coincides with subsidiary iColo's transition to the parent's brand in Kenya and Mozambique.
The attraction extends beyond additional server ****** e. Customers can access the campus's community of more than 100 networks, two internet exchanges and a satellite teleport, which connects terrestrial networks with satellite services. These are connectivity options, not a disclosure of NBO2's leased capacity or customer count.
For Digital Realty Trust, Inc. (NYSE:DLR), the opportunity is to turn that concentration of networks into recurring customer relationships. The opening announcement did not disclose development cost, pre-leasing, occupancy, or expected revenue, leaving the financial payoff unresolved.
Interconnection can give customers a reason to choose a facility beyond price. Physical connections between customers and network providers can reduce latency and support more reliable data exchange. For businesses serving several markets, having carriers and partners close together can simplify how traffic moves between them.
That creates a potential network effect for Digital Realty Trust, Inc. (NYSE:DLR). More useful connections can attract additional customers, making the location more valuable to others. Once customers build several connections into their operations, relocating can become more disruptive. The resulting retention advantage could support recurring revenue, although it remains an investment thesis rather than a demonstrated NBO2 result.

#digital #connections

Biohaven (BHVN) stock plummeted Thursday after the company paused enrollment in a midstage study of its seizure treatment due to safety concerns.
The Food and Drug Administration is now requiring Biohaven to ***** s the potential for human toxicity from a metabolite in the drug, opakalim. Opakalim is in testing as a treatment for focal onset seizures. But, in rats, it proved toxic.
Dosing is still ongoing. But the rodent toxicity setback likely delays potential regulatory approval. That's a boon for Xenon Pharmaceuticals (XENE), which is in late-stage testing with its drug, azetukalner. Both drugs work by opening potassium channels in the nervous system to calm overactive brain cells.
On the stock market today, Biohaven stock dropped 14.7% to 12.79. Shares fell below their 21-day and 50-day moving averages on the news, MarketSurge shows. Xenon stock slid a fraction to 58.80.
To ask for FDA approval, Biohaven will need the results of studies called RISE-2 and RISE-3. The hold was placed on the former, but the latter is still ongoing. The company expects to have the results from RISE-3 later this year.

#toxicity

Investors hammered Cooper Companies (COO) on Thursday after the medtech's fiscal third-quarter sales lagged Wall Street's expectations, leading to a guidance cut.
Specifically, the CooperVision segment — which sells contact lenses — missed expectations by 4.5%, William Blair **** yst Steven Lichtman said in a report. The miss was due to destocking. Further, the company opted against selling its CooperSurgical business following a strategic review.
"The 'no sale' is a surprise after management highlighted prospective buyers on the last earnings call," he said. "With CVI (CooperVision) results also disappointing, the stock moves back into the penalty box."
On today's stock market, Cooper Companies shares toppled 14.7%, closing at 54.17. Shares are already trading well below their key moving averages, IBD MarketSurge charts show.
Cooper said it couldn't sell the surgical division due to competition for its implantable contraceptive, Paragard, an intrauterine device. In June, Organon (OGN) licensed Miudella, a rival to Cooper's non-hormonal IUD. Cooper is also facing fertility litigation, BofA Securities **** yst Travis Steed said in a note to clients.

#Companies #expectations #investors #wall

October WTI crude oil (CLV26) closed up +6.43 (+6.69%) on Thursday, and October RBOB gasoline (RBV26) closed up +0.1826 (+5.69%).
Crude oil and gasoline prices surged on Thursday, with crude oil posting a 3.5-month high and gasoline posting a 2-week high. Crude prices are rallying sharply amid fears that the US-Iran war will persist, reducing Middle East energy exports and tightening global oil supplies. Crude prices rallied on Thursday despite a bearish weekly EIA inventory report.
Crude Oil Prices Soar on Fears US-Iran War to Persist
What are Markets Waiting on Thursday Morning?
Nat-Gas Prices Recover as European Nat-Gas Surges

#october #fears #closed

Horizon Technology Finance Corp., an affiliate of Monroe Capital, on September 10 said that the RoHo Capital Opportunity Fund LLC, a joint venture formed by Horizon and CR Financial Holdings, Inc., the holding company for Roth Capital Partners, LLC, has provided a $20-million senior credit facility to NeoVolta, Inc., with the ability to increase the facility to $30 million upon mutual agreement. An initial $20 million was funded at closing to support NeoVolta's continued growth.NeoVolta is an energy technology company focused on developing and manufacturing domestic battery energy storage systems (BESS). Together with its joint venture partner LONGi, NeoVolta is developing a 210,600-square-foot manufacturing facility in Pendergrass, Georgia, to produce BESS systems designed to meet U.S. domestic content and supply-chain requirements. The facility is expected to have an initial annual production capacity of up to 2 GWh, with the potential to scale to 8 GWh over time."Providing growth capital to innovative companies operating in attractive, high-growth markets is a core focus of RoHo's investment strategy," said Paul Seitz, chief investment officer of Horizon. "Formed by Horizon and Roth Capital, RoHo pairs Horizon's venture lending and structuring expertise with Roth's deep public markets relationships to deliver flexible growth capital to small- and micro-cap public companies. We are pleased to support NeoVolta's growth plans with a tailored financing solution and look forward to continuing to deploy capital through RoHo in support of innovative public companies pursuing significant market opportunities.""Horizon and Roth Capital bring valuable experience and a collaborative approach as we advance NeoVolta's domestic battery energy storage systems manufacturing platform," said Ardes Johnson, CEO of NeoVolta. "As we ramp our Georgia facility and pursue larger commercial and utility-scale opportunities, this relationship supports our ability to execute on our long-term growth strategy."Horizon Technology Finance Corp. is a specialty finance company that provides capital in the form of secured loans to venture capital and private equity-backed companies and publicly traded companies in the technology, life science, healthcare information and services, and sustainability industries. The investment objective of Horizon is to maximize its investment portfolio's return by generating current income from the debt investments it makes and capital appreciation from the warrants it receives when making such debt investments. Horizon is headquartered in Farmington, Connecticut, with a regional office in Pleasanton, California, and investment professionals located throughout the U.S.Monroe Capital is a premier ****** et management firm specializing in private credit markets across various strategies, including direct lending, technology finance, venture debt, opportunistic, structured credit, real estate and equity.CR Financial Holdings, Inc., is a private hol

Good morning. Stocks were on track for their fourth day of declines on Thursday as investors watched long-dated bond yields amid surging oil prices ahead of this week's key inflation print.
The market has been pricing in a 62% chance of a Fed rate hike ahead of Fed policymakers' meeting next week.
Here's a check of the markets in the first few minutes of trading, based on a heat map powered by Yahoo Finance AlphaSpace data.
The 2-year yield also gained 10 basis points during the session to 4.53% as traders adjust to the idea that monetary policy will stay "higher for longer."
The 10-year Treasury (^TNX) hovered near 4.91% while Brent crude futures (BZ=F) topped $105 per barrel amid continued Iran-US tensions in the Middle East.

#amid #finance

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 TechTarget, Inc. (NASDAQ:TTGT) as the largest contributor to the portfolio's short book. TechTarget, Inc. (NASDAQ:TTGT) provides sales and support of purchase intent-driven advertising campaigns. On September 9, 2026, TechTarget, Inc. (NASDAQ:TTGT) closed at $3.89 per share. Over the past month, TechTarget, Inc. (NASDAQ:TTGT) returned 1.57% and its shares lost 35.17% over the past 52 weeks. TechTarget, Inc. (NASDAQ:TTGT) has a market capitalization of $281.37 million, and its stock has traded within a 52-week range of $3.37 to $7.15.
Prosper Stars & Stripes stated the following regarding TechTarget, Inc. (NASDAQ:TTGT) in its Q2 2026 investor letter:
"TechTarget, Inc. (NASDAQ:TTGT) was the largest contributor to our short book during the quarter. The company monetizes the purchase research behavior of enterprise IT buyers by operating a network of websites where buyers register to consume technical content, then selling those intent signals as leads to IT vendors. We first shorted the company after it completed a value-destroying acquisition in December 2024 that led to significant impairment charges in Q1 2025 and again in Q1 2026. We believe AI is likely to dismantle search-based discovery and commoditize content, the two pillars of TechTarget's value propositions. Results have validated our concerns, with management describing its market as mature, with 2% to 3% top-line growth, and EBITDA margins that peaked in 2022 falling to 7% in Q1 2026. Notably, revenue growth began deteriorating before ChatGPT launched in November 2022, suggesting that problems run deeper than AI alone. We continue to believe generative AI will weigh on TechTarget's prospects and remain short the company."

#techtarget #NASDAQ

Cryptocurrency exchange Bybit plans to launch a new super app in Europe that will offer both a regular bank account and stock and crypto trading.
The privately held Dubai-based firm, which claims to have more than 80 million users worldwide, has been granted an electronic money institution license by European regulators.
That will enable Bybit, which also holds a Markets in Crypto ******* ets (MiCA) license in Austria, to launch the new super app for the European market.
More From Cryptoprowl:
MEXC Launches Earn Plus With Limited-Time Event Offering Up to 800% APR Booster

#super #license #Europe #Dubai

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

With a market cap of $56.5 billion, Corteva, Inc. (CTVA) is an agriculture company, serving markets across North America, Latin America, Asia Pacific, Europe, the Middle East, and Africa. The company operates through two main segments: Seed and Crop Protection, developing advanced seed genetics, traits, and crop protection products to help improve farm productivity and resilience.
Companies worth more than $10 billion are generally labeled as "large-cap" stocks and Corteva fits this criterion perfectly. It also provides herbicides, insecticides, nitrogen stabilizers, and digital farming solutions that support farmers in optimizing crop yield and profitability.
'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
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ******* e

#protection #billion #company

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 The Elmet Group Co. (NASDAQ:ELMT). The Elmet Group Co. (NASDAQ:ELMT) manufactures and sells precision-engineered components and high-energy systems for the aerospace, defense and government, industrial, medical, semiconductor and electronics, and energy industries. On September 09, 2026, The Elmet Group Co. (NASDAQ:ELMT) closed at $16.46 per share. Over the past month The Elmet Group Co. (NASDAQ:ELMT) declined 4.02% and its shares lost 15.29% over the past 3 months. The Elmet Group Co. (NASDAQ:ELMT) has a market capitalization of $511.11 million and its stock has traded within a 52-week range of $12.49 to $22.51.
Prosper Stars & Stripes stated the following regarding The Elmet Group Co. (NASDAQ:ELMT) in its Q2 2026 investor letter:
"We are also invested in Applied Aerospace & Defense (AADX) and The Elmet Group Co. (NASDAQ:ELMT). Elmet's critical materials division supplies inputs for the U.S. military supply chain that are essential to production and increasingly must be sourced domestically, steering business towards the company. We believe the building of domestic supply chains can benefit Elmet and drive better-than-forecast earnings growth as they grow organically and deploy their underutilized balance sheet to broaden their businesses."
The Elmet Group Co. (NASDAQ:ELMT) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 19 hedge fund portfolios held The Elmet Group Co. (NASDAQ:ELMT) at the end of the second quarter which was 0 in the previous quarter. While we acknowledge the potential of The Elmet Group Co. (NASDAQ:ELMT) 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 tr

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 Applied Aerospace & Defense, Inc. (NYSE:AADX). Applied Aerospace & Defense, Inc. (NYSE:AADX) designs, engineers, and manufactures integrated aerospace and defense subsystems for **** e and defense applications. On September 09, 2026, Applied Aerospace & Defense, Inc. (NYSE:AADX) closed at $11.94 per share. Over the past month, Applied Aerospace & Defense, Inc. (NYSE:AADX) declined 36.49% and its shares lost 45.95% over the past three months. Applied Aerospace & Defense, Inc. (NYSE:AADX) has a market capitalization of $2.06 billion and its stock has traded within a 52-week range of $11.77 and $24.24.
Prosper Stars & Stripes stated the following regarding Applied Aerospace & Defense, Inc. (NYSE:AADX) in its Q2 2026 investor letter:
"We are also invested in Applied Aerospace & Defense, Inc. (NYSE:AADX) and Elmet Group (ELMT). Applied Aerospace participates in many of the fastest growing programs in defense as a sole sourced, IP-rich component supplier, enabling high (and rising) EBITDA margins. We believe bookings can accelerate and drive revenues, earnings, and the multiple higher."
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By Mike Dolan
Sept 10 (Reuters) - Energy and bond markets are on edge once again after U.S. President Donald Trump said the Iran war would not end until after November's midterm elections. That came amid the most intense attacks on Gulf ‌shipping in the conflict so far.
Meanwhile, markets await a likely European Central Bank interest rate rise and the first of the week's ‌U.S. inflation updates on Thursday, as Treasury Secretary Scott Bessent's bond buyback salvo appeared to flop after details of the operation disappointed.
Crude oil closed at its highest level since late May above $100 per barrel on Wednesday, and 10-year Treasury yields hit their highest in three years, fast homing in on the 5% milestone.
That came after a wave of ***** -for-tat attacks on oil tankers in the Gulf, the biggest since the Iran war started six months ago. Meantime, a planned $6 billion buyback of longer-dated bonds on Thursday disappointed some investors who had wanted more.

#thursday #attacks #buyback

Nucor Corporation (NUE) is the largest steel producer and recycler in the U.S., with operations spanning steel mills, steel products, and raw materials. Headquartered in Charlotte, North Carolina, the company produces a broad range of steel, from sheet and structural steel to joists, girders, and tubing, serving critical end markets such as construction, infrastructure, manufacturing, and energy.
With a market capitalization of $58.2 billion, NUE firmly sits in the large-cap category, reflecting its scale, industry influence, and leadership within the U.S. steel sector. Unlike traditional blast-furnace producers, Nucor primarily uses scrap-based electric arc furnaces (EAFs), giving it greater production flexibility and a comparatively lower environmental footprint.
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RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for **** e

#steel #north