Axon Enterprise (AXON) shares are slipping on Tuesday morning after the public safety tech firm announced plans for a $1 billion debt offering. In its press release, management said it wants to raise fresh capital by offering 0% convertible senior notes due in late 2031.
The announcement arrives as Axon stock has already fallen out of favor with investors, currently down about 30% versus its August high.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
The EV Bubble Has Burst. How to Play Rivian Stock Now.

#Stock

Our ****** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
DEUTZ is transforming itself from an engine manufacturer into a broader industrial and defense group, but that expansion is proving expensive.
The company raised €179 million (about $207 million) overnight by issuing new shares to institutional investors, strengthening its balance sheet at the cost of another round of dilution for existing shareholders.
DEUTZ shares dropped roughly 5% after the German engine maker completed an accelerated share placement that raised approximately €179 million. The company issued 15.26 million new shares at €11.70 each, increasing its share capital by 10% to almost 168 million shares.
The placement price was 4.8% below the previous session's €12.29 Xetra close, and the stock opened around 5.7% lower at €11.58 before recovering some ground.

#shares #deutz #company

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%.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
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
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This High-Yield Construction Stock Just Raised Its Dividend by 40%

#Dividend #yield #intu

Inquiring about Walmart Inc. (NASDAQ:WMT) on September 10, a caller asked if they should "keep it." Mad Money host Jim Cramer replied:
I got to tell you, this one is a short and long-term, okay? Short-term, I think I know what Walmart's doing. I think that they're letting their customers have a big break. They're not passing along all of these costs. That is going to earn them tremendous love when things get better. So the wise situation is to say this: Walmart trades at 36 times earnings. It deserves to trade lower just because of what's happening at the company now and higher what's happening at the company when this inflation bout ends. So you buy some at $106, $105, and then buy some at $95. And yes, it could trade to $95. It does not have yield support. This is not like Target, which had that yield support. Target's doing better than Walmart right now. It is.
Walmart Inc.'s (NASDAQ:WMT) second-quarter fiscal 2027 revenue rose 5.9% year over year to $187.9 billion, while global e-commerce sales increased 23%. Global advertising revenue rose 38%, and membership-fee revenue increased 17% globally. Walmart U.S. comparable sales, excluding fuel, grew 2.6%. The company is also using tariff refunds to support lower prices. It said tariff refunds increased its gross profit rate during the quarter, while price investments partially offset the benefit.
Target Corporation (NYSE:TGT) has stronger recent comparable-sales momentum. Its second-quarter sales rose 5.3%, comparable sales increased 3.8%, and traffic rose 3.6%. The company also raised its full-year sales-growth outlook to approximately 5%. Its second-quarter GAAP and adjusted EPS were $4.11, including a $1.65 benefit from tariff refunds. Excluding tariff refunds, GAAP and adjusted EPS increased 20% year over year. CEO Michael Fiddelke said Target had reduced prices on more than 10,000 frequently purchased items over the past year and acknowledged that "there's still meaningful work ahead."
Walmart Inc.'s (NASDAQ:WMT) biggest risk is valuation. Its premium forward PE of 36.76 leaves the stock more exposed if U.S. comparable-sales growth remains modest while the company continues investing in prices. Walmart's 2.6% U.S. comparable-sales growth also trails Target's 3.8%.

#increased #rose

I don't make the news, I just report it, albeit through a lens biased by 40 years of charting.
So when I look at what's happening with the S&P 500 Utilities Sector SPDR (XLU), the most prominent ETF devoted to the utilities sector, I simply translate what I see.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
The EV Bubble Has Burst. How to Play Rivian Stock Now.

#spdr #sachs #expects #chair

October WTI crude oil (CLV26) closed up +4.44 (+4.38%) on Tuesday, and October RBOB gasoline (RBV26) closed up +0.1481 (+4.46%).
Crude oil and gasoline prices rallied sharply for a second day on Tuesday, with crude posting a 3.75-month high and gasoline posting a 3-week high. Supply risks are underpinning crude oil prices as energy exports from the Middle East remain limited, tightening global supplies.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Crude Prices Soar as Global Oil Supplies Continue to Tighten
Middle East Supply Constraints Lift Crude Oil Prices

#supply

October Nymex natural gas (NGV26) on Tuesday closed up +0.023 (+0.79%).
Nat-gas prices finished higher on Tuesday on the outlook for above-average US temperatures, which should boost nat-gas demand from electricity providers as air conditioning use is expected to increase. The Commodity Weather Group said Tuesday that above-average temperatures are expected across the South and Southeast through September 29.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Crude Prices Soar as Global Oil Supplies Continue to Tighten
Middle East Supply Constraints Lift Crude Oil Prices

#tuesday #average #october

President Trump has nominated Nicole Saphier as Surgeon General, and she has revealed her investment portfolio, which includes tobacco stocks Philip Morris International (PM), Altria Group (MO), and British American Tobacco (BTI). If confirmed in the hearing scheduled for Sept. 16, Saphier would divest these holdings no later than 90 days after her confirmation, as part of an ethics agreement. This clearly avoids conflicts of interest with the role's public health mandate.
Meanwhile, the tobacco market is transforming, with smoke-free products gaining prominence. Bank of America's four‑week scanner data through May 30 showed that most U.S. tobacco categories continued to lose volume, while oral nicotine products remained the sector's strongest growth area.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
The EV Bubble Has Burst. How to Play Rivian Stock Now.

#philip

AeroVironment (AVAV) stock extended gains on Sept. 15 after the company's BlueHalo unit landed a landmark defense contract potentially worth up to $99.8 million. In its press release, AVAV said this new U.S. Air Force award — designed to advance military ******* e systems under the Leveraged Orbital Battlespace Optimization program — runs through August 2031.
The announcement arrives as AeroVironment shares are struggling to regain investor interest, currently down more than 60% versus their year-to-date high.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
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#sept

Vince Holding (VNCE) jumped 46% on Monday after reporting healthy Q2 2026 earnings. The move pushed the apparel brand's share price further out of penny-stock territory, making it the 14th-highest bullish price surprise of the day.
If you're an aggressive investor, it can't hurt to consider the stock, even though it's up 178% over the past year.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
The EV Bubble Has Burst. How to Play Rivian Stock Now.

#vnce #goldman #expects #chair

NuScale Power Corporation (SMR) stands out as America's leading developer of small modular reactors (SMRs), building light-water nuclear systems designed to deliver reliable, carbon-free baseload power. Its core product, the NuScale Power Module, targets a wide range of applications, from traditional electricity generation to industrial decarbonization, AI data center power supply, and hydrogen production. Notably, NuScale remains the only SMR developer to secure Standard Design Approval from the U.S. Nuclear Regulatory Commission, a regulatory milestone that continues to anchor its competitive positioning in the emerging advanced nuclear industry.
NuScale's stock has been anything but stable. Over the past 52 weeks, shares have traded across an enormous range, from a low of $7.21 to a high of $57.42, before settling closer to $10.81. That volatility stems from a mix of factors: heavy retail investor interest, elevated short interest fueling sharp swings in both directions, and macroeconomic shifts in interest rates that disproportionately affect capital-intensive, pre-revenue growth companies. Compared to the Russell 2000, a benchmark of diversified, largely profitable small-cap stocks, NuScale carries a significantly higher beta and downside risk, reflecting its speculative, early-stage commercialization profile.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Crude Prices Soar as Global Oil Supplies Continue to Tighten
Middle East Supply Constraints Lift Crude Oil Prices

#nuclear #crude

Mizuho has identified four clear tailwinds for Intel (INTC): ongoing CPU supply shortages, a stronger PC refresh cycle, accelerating demand for agentic AI, and growth in advanced packaging. Normally, such a setup would provide a reason to raise a price target. Instead, the firm cut its price target from $109 to $92, citing short-term multiple compression across Agentic AI stocks, and maintained a "Neutral" rating. The contradiction becomes more important because Intel's re-rating still depends on a foundry turnaround that has yet to prove itself.
Mizuho remains cautious on INTC stock despite outlining four separate tailwinds that could support the company's growth. The firm lowered its price target from $109 to $92 on Sept. 3, pointing to short-term multiple compression across agentic AI companies while keeping its "Neutral" rating unchanged. Mizuho **** yst Vijay Rakesh highlighted four developments that could support Intel's outlook. According to the **** yst, accelerating agentic AI demand could improve CPU-to-GPU ratios and drive additional server refreshers. Ongoing CPU supply constraints could also leave the company unable to fully meet demand through 2027. In addition, advanced packaging revenue is expected to reach $3.5 billion by 2029, with external foundry revenue potentially reaching a similar level through the 14A node. Finally, a stronger PC cycle could extend the upgrade cycle as corporate refreshes combine with ongoing memory tightness.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
The EV Bubble Has Burst. How to Play Rivian Stock Now.

#four

Applied Digital turned negative for the year after a 24% monthly slide, while peers Core Scientific and Cipher Mining each fell between 4% and 5% on Tuesday despite staying positive year to date.
The sector ETF DTCR fell just 0.6% as selling stays concentrated in leveraged buildout names, not the broader infrastructure basket.
Despite $36 billion in contracted lease value and strong Q4 results, Applied Digital's $2.7 billion debt load raises dilution risk as its share price falls.
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Applied Digital's slide Tuesday afternoon matters most for what it does to the year. Applied Digital (NASDAQ:APLD) stock is down 4% to $23.72, pushing the year-to-date figure to a decline of 3%. That's a stark reversal for a name that was among the market's most favored artificial intelligence (AI) capacity plays earlier in 2026, and it caps a month in which the group has bled steadily lower.

#year #despite #date #billion

Adobe (ADBE) reported a record fiscal Q3 2026 and raised its fiscal 2026 revenue and earnings targets. Revenue rose 13% as reported to $6.76 billion, above the $6.70 billion the company had guided. But the key figure that did not move is the one to hold the quarter against: the fiscal 2026 target for growth in ending annualized recurring revenue, or ARR, still 10.2%.
The fiscal 2026 revenue target moved to $26.576 billion to $26.626 billion from $26.55 billion. The interim CFO sized that at around $50 million at the midpoint, a little less than the $60 million revenue beat in fiscal Q3. The gap is a slight currency headwind in fiscal Q4, and the interim CFO said nothing in the business changed. Non-GAAP earnings per share of $6.13 cleared the $6.08 guide, and the fiscal 2026 non-GAAP EPS target moved to $24.45 to $24.50.
Total ending ARR was $27.5 billion, up 11.2% year over year at the end of fiscal Q3, and the fiscal 2026 year-end growth target for it stayed at 10.2%. Remaining performance obligations, or RPO, grew 8% year over year. One ***** yst called that the first single-digit reading since early fiscal 2023, and down from the prior quarter. The interim CFO tied the RPO figure to the push to acquire new users through the freemium model, and said RPO typically steps up in fiscal Q4 and then stays roughly flat for three quarters.
Another ***** yst put net new ARR down 36% to 37% year over year. Management's answer: Adobe has sent a portion of its traffic into the freemium path to acquire users, and will calibrate when to convert them into paying ARR. The CEO said the company was happy to skip pricing actions that might have brought short-term relief but matter less than new user adoption. Creative freemium monthly active users, which include Firefly, Express and the web and mobile versions of Photoshop, crossed 100 million, growing more than 70% year over year.
So far the paying signal is small against the book. AI-first ending ARR passed $650 million, growing more than 150% year over year, which is about 2.4% of the $27.5 billion total. Management says credit consumption is accelerating quarter on quarter across Creative Cloud and the Firefly app, and Acrobat AI ***** istant monthly active users doubled from the prior quarter. Management gave no date for resuming the pricing actions it deferred in Creative Cloud, and said it is constantly calibrating the best conversion point.

#year #revenue #target #creative

Palantir Technologies (PLTR) and Nebius Group (NBIS) have joined forces in a partnership that directly supports both companies' growth stories. Palantir gets a compute partner that can support its push into sovereign AI, while Nebius gains access to a prominent enterprise distribution channel through Palantir. That makes the deal appear straightforward and mutually beneficial on paper. Still, both stocks face growing investor skepticism. Palantir's valuation remains a major point of debate among investors, and Nebius still needs to show that its capital-heavy build-out will eventually lead to durable profitability.
Palantir has designated Nebius as its preferred sovereign AI infrastructure partner. The company plans to integrate Nebius' compute and inference endpoints into the Palantir enterprise perimeter following an integration period. The partnership will allow eligible Palantir customers to use Nebius' infrastructure while maintaining control over their own compute, models, and data. The companies will also collaborate to expand compute capacity more quickly, including through modular data center builds at sites with available power.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
The EV Bubble Has Burst. How to Play Rivian Stock Now.

#palantir #compute #still

Agriscience business Corteva (CTVA) is gearing up to spin off its seed operating segment as an independently traded public company, Vylor, trading under the "VYLR" ticker. Shareholders have already approved the separation, and they are expected to receive one Vylor common share for each Corteva common share they hold. VYLR is set to begin trading on Oct. 1. The company is holding an Investor Day webcast on Sept. 15.
Corteva believes this spinoff will give both companies more flexibility. However, ****** ysts have questioned whether it weakens the entities. Meanwhile, CEO Luke Kissam has highlighted a pipeline Corteva values at $11 billion through 2040 and its plan to introduce 12 products over the next decade. Contrarily, competition from generic products remains, and President Donald Trump's administration is exploring whether consolidation among agricultural suppliers has driven up input costs.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
Morgan Stanley Doubles Down on Apple Stock as New Offerings Become 'More Exciting'

#corteva

Updated Sept 15, 2026, 1:23 pm EDT / Original Sept 15, 2026, 12:51 pm EDT
Nicholas Colas doesn’t see
5% Treasury yields
as a stock market spoiler. Instead, the co-founder of DataTrek Research sees them as a healthy reset of interest rates that could pave the way for more sustainable growth.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
Rising oil prices and a 10-year Treasury yield climbing to around 5% have raised concerns about consumer spending and restaurant operating costs.

#nicholas

CrowdStrike (CRWD) shares closed higher on Monday after tech leaders, including Dario Amodei, Sam Altman, and Elon Musk, warned artificial intelligence (AI) capabilities are advancing faster than safety guardrails. The stock's upward momentum has continued on Tuesday.
These high-profile warnings heightened enterprise concerns about autonomous, AI-driven cyber threats capable of executing automated network intrusions at unprecedented speeds.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
Morgan Stanley Doubles Down on Apple Stock as New Offerings Become 'More Exciting'

#crowdstrike #crwd #elon #goldman

Today, Amazon Inc. (AMZN) put options at a $220 strike expiring in 45 days (Oct. 30) have had unusually heavy volume. That strike is 11.5% below today's trading price, and investors collect a 1.45% short-put yield, a bullish play.
AMZN is trading at $248.77 in midday trading on Tuesday, Sept. 15. That's well off its recent peak of $284.02 on Aug. 3, just after its July 30 Q2 earnings release.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
What Old-School Chart ****** ysis and Gamma Exposure Tell Us About QQQ This Fed Week
Unusually High Volume in Deep Out-of-the-Money Vertiv Call Options Shows Investors Bullish on VRT

#week #strike

There are plenty of reasons for investors to be nervous about stocks right now. Inflation remains stubbornly high. Treasury yields are climbing. And traders now see a 90% probability that the Federal Reserve raises interest rates at its September meeting this week.
Yet I'm still buying and holding the Vanguard Total Stock Market ETF (NYSEMKT: VTI).
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The reason comes down to one thing. Corporate earnings are proving remarkably resilient and are projected to continue growing at a healthy rate through at least the end of 2027.
Stocks don't necessarily need falling interest rates to move higher. If corporate profits keep growing fast enough, earnings can push stock prices higher over the next six to 12 months.

#total #interest

Forward Industries (NASDAQ: $FWDI) has raised its takeover offer for SkyAI (NASDAQ: $SKYA), proposing a deal that would value the Solana (CRYPTO: $SOL) treasury company at a 50% premium to its latest closing price.
Forward said Tuesday that it had delivered an updated non-binding proposal to acquire all outstanding SkyAI common stock. Under the new terms, SkyAI shareholders would receive the value of 0.306 shares of Forward Industries for each SkyAI share, with investors able to choose cash, Forward shares, or a combination of both.
Based on Forward's $6.95 closing price on Monday, the proposal values each SkyAI share at about $2.13, compared with SkyAI's $1.42 close. Forward has asked SkyAI's board to respond by September 25. The proposal remains subject to regulatory approvals and a shareholder vote.
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#skyai #proposal #price

If you bought Meta Platforms (META) for its advertising engine, the engine still runs: revenue rose 28% year over year in the June 2026 quarter, and its Advantage+ automated campaigns keep growing. What has changed is where the cash goes afterward. The question for a holder is whether Meta is still the business you bought.
Over the twelve months through the June 2026 quarter, capital spending took 39.1% of revenue, against 18.5% across Meta's history. That money buys servers, data centers and network infrastructure. In late July 2026, Meta also announced a venture with BlackRock to develop a 1 gigawatt data center in El Paso, Texas. The plan is to keep going: management narrowed its 2026 capital-spending range by lifting the bottom of it.
Less cash is left over. TTM free-cash-flow margin is 18.0%, against 32.8% across its history, so on each dollar of sales Meta keeps a little more than half the free cash it used to.
Borrowing fills part of the gap. Debt has risen to 25.0% of total ******* ets, against a historical 7.0%, and the CFO says Meta is adding more debt to lower its cost of capital. Meta still holds more cash and marketable securities than debt.
Together, those three readings are the most unusual combination Meta has shown in 14 years. Taken with the 2026 spending floor that management has raised, the combination reads as a change in the business rather than one quarter of noise.

#quarter #spending #bought #engine

With a market cap of $49.3 billion, Fifth Third Bancorp (FITB) provides a broad range of financial products and services through its principal subsidiary, Fifth Third Bank, National **** ociation. The company operates across three segments: Commercial Banking; Consumer and Small Business Banking; and Wealth and **** et Management, serving individuals, businesses, government entities, and institutional clients.
Companies valued at more than $10 billion are generally considered "large-cap" stocks, and Fifth Third Bancorp fits this criterion perfectly. The company offers services including lending, deposit products, wealth management, investment advisory, mortgage banking, and insurance solutions.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Morgan Stanley Doubles Down on Apple Stock as New Offerings Become 'More Exciting'
The EV Bubble Has Burst. How to Play Rivian Stock Now.

#Third #billion

CrowdStrike (CRWD) stock is already having a huge 2026, but Nvidia CEO Jensen Huang just offered investors another reason to stay bullish. Speaking at a Goldman Sachs technology conference, Huang said cybersecurity could become the next major growth driver for artificial intelligence and described CrowdStrike as Nvidia's (NVDA) "number one cybersecurity partner."
That matters because the AI opportunity is expanding beyond chatbots and data centers. As companies deploy more AI agents, they also face a growing number of security risks. CrowdStrike is positioning its Falcon platform to capture that spending, potentially giving CRWD another growth engine after its powerful run this year.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Morgan Stanley Doubles Down on Apple Stock as New Offerings Become 'More Exciting'
The EV Bubble Has Burst. How to Play Rivian Stock Now.

#crowdstrike #huang #goldman #become

Nvidia (NVDA) CEO Jensen Huang just dropped an interesting update on the company's growth. He said he believes the chip giant can grow revenue by 70% next year, a forecast that would take annual sales from roughly $400 billion to about $680 billion.
At first look, that sounds almost too ambitious, but Huang argues that Nvidia is still at the center of the artificial intelligence buildout, and demand for its computing systems remains far from saturated.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Morgan Stanley Doubles Down on Apple Stock as New Offerings Become 'More Exciting'
The EV Bubble Has Burst. How to Play Rivian Stock Now.

#billion #nvda #goldman #expects

Fidelity Investments, an investment management company, recently released its second-quarter 2026 investor letter for the "Fidelity Dividend Growth Fund". The letter can be downloaded here. The Fidelity Dividend Growth Fund is a diversified large-cap equity strategy focused on capital appreciation through investments in large- and mid-cap stocks with strong dividend growth prospects. The fund returned 17.05% in the quarter, outperforming the S&P 500 Index, which gained 15.20%. U.S. stocks experienced significant gains in Q2, driven by increased spending on artificial intelligence. Technology stocks gained 31.79%, mainly driven by semiconductor companies, while the index faced a slight decline in June as investors considered the sustainability of AI-related profits amidst rising interest rates. Despite recent turbulence from the Middle East conflict, the fund remains optimistic about key investment themes, particularly in artificial intelligence. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Fidelity Dividend Growth Fund highlighted Western Digital Corporation (NASDAQ:WDC). Western Digital Corporation (NASDAQ:WDC) is a data storage company that engages in the manufacturing and distribution of data storage devices and solutions based on hard disk drive (HDD) technology. On September 14, 2026, Western Digital Corporation (NASDAQ:WDC) closed at $426.94 per share. Over the past month, Western Digital Corporation (NASDAQ:WDC) declined 13.95%, and its shares are up 314.14% over the past year. Western Digital Corporation (NASDAQ:WDC) has a market capitalization of $153.93 billion, and its stock has traded within a 52-week range of $93.92 to $799.87.
Fidelity Dividend Growth Fund stated the following regarding Western Digital Corporation (NASDAQ:WDC) in its Q2 2026 investor letter:
"Among individual holdings, a sizable overweight in Western Digital Corporation (NASDAQ:WDC) (+140%) topped the list of relative contributors. In late April, the data-storage maker reported better-than-expected quarterly financial results, including higher earnings and gross profit margin. In its report, management said brisk demand for the firm's storage solutions for AI capabilities contributed to the solid quarter. Also, the company raised its financial guidance."
Western Digital Corporation (NASDAQ:WDC) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 98 hedge fund portfolios held Western Digital Corporation (NASDAQ:WDC) at the end of the second quarter, up from 83 in the previous quarter. While we acknowledge the potential of Western Digital Corporation (NASDAQ:WDC) 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-te

October WTI crude oil (CLV26) is up +3.30 (+3.25%) on Monday, and October RBOB gasoline (RBV26) is up +0.1164 (+3.51%).
Crude oil and gasoline prices are sharply higher today, with crude just below Monday's 3.75-month high. Supply risks are underpinning crude oil prices as crude exports from the Middle East remain limited, tightening global supplies.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Middle East Supply Constraints Lift Crude Oil Prices
Crude Prices Surge as Saudi Arabia Closes its East-West Pipeline

#middle

GameStop (GME) is a Grapevine, Texas-based specialty retailer operating stores and e-commerce platforms under the GameStop, EB Games, and Micromania banners across the U.S., Canada, Australia, and Europe. Once known primarily as a video game and electronics retailer, GameStop has diversified aggressively under Executive Chairman Ryan Cohen, expanding into collectibles, trading cards, pop culture merchandise, and even cryptocurrency and equity investments. The company has become a prominent "meme stock," attracting substantial retail investor attention while pursuing an unconventional capital allocation strategy that includes bitcoin holdings and a sizable equity stake in eBay (EBAY), positioning GameStop as much an investment vehicle as a traditional retailer.
GameStop stock recently traded around $21.15, near the bottom of its 52-week range of $17.79 to $28.10 and below its 200-day moving average. Shares have pulled back significantly from their 2025 meme-stock highs, weighed down by declining video game sales, ongoing store closures, and investor skepticism toward the company's diversification into digital ***** ets and equity investments. The stock did see brief bursts of retail-trader enthusiasm this year, including renewed meme-stock speculation tied to its proposed eBay acquisition, though shares have remained volatile and range-bound as GameStop's core retail business continues shrinking alongside its growing collectibles and investment segments.
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Morgan Stanley Doubles Down on Apple Stock as New Offerings Become 'More Exciting'
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#shares

With a market cap of $22.4 billion, Dollar Tree, Inc. (DLTR) operates discount variety stores across the United States and Canada under the Dollar Tree and Dollar Tree Canada brands. The company offers a wide range of consumables, variety merchandise, and seasonal goods, catering to everyday needs as well as holidays and special occasions.
Companies worth more than $10 billion are generally labeled as "large-cap" stocks and Dollar Tree fits this criterion perfectly. Supported by a nationwide logistics network and its e-commerce platform, DollarTree.com, the retailer serves individuals, small businesses, and organizations with affordable products and bulk purchasing options.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Morgan Stanley Doubles Down on Apple Stock as New Offerings Become 'More Exciting'
The EV Bubble Has Burst. How to Play Rivian Stock Now.

#Stock #variety