Lithium Americas Corp. (LAC) is back on Wall Street's radar after JPMorgan turned bullish on the lithium developer, upgrading the stock to an "Overweight" rating from "Neutral" and setting a $6 price target. The target implies close to 100% upside from the stock's previous close, giving investors a potentially significant re-rating opportunity if the bank's bullish **** umptions play out.
The call reflects a more constructive outlook for lithium prices. JPMorgan recently raised its lithium price **** umptions, arguing that lithium carbonate prices have remained above $20 per kilogram and that the market could face a supply deficit through the end of the decade. Those higher price **** umptions materially improve JPMorgan's estimates for Lithium Americas' long-term earnings and net **** et value.
Dear **** eX Stock Fans, Mark Your Calendars for September 21
How to Play IBM Stock as It Teams Up with NASA to Launch a New Open-Source Model
GF Securities Says NAND Prices May Stabilize Later This Year. What This Means for Sandisk Stock.

#play

With the heat index at 110 degrees before kickoff at Darrell K Royal-Texas Memorial Stadium and the temperature on the artificial turf at Campbell-Williams Field reaching 160 degrees, the Ohio State Buckeyes were the only team on the field for pregame warmups.
Seeking an edge in a game with a betting line set at 1.5 points during the week, the Texas Longhorns were across the street in the school's brand-new, $80-million dollar Frank & Wofford Denius Football Training Complex.
"Figured they could go out in the heat," Texas senior quarterback Arch Manning said.
The decision was made by director of football sports medicine Donald Nguyen.
"You save yourself a little bit from the heat — it's all sweat that leaves your body when you go out there in the sun, so definitely helped, I thought," said fifth-year defensive tackle Hero Kanu.

#texas #heat #stadium

In the recent past, Nvidia's (NVDA) CEO Jensen Huang has been focused on how Wall Street prices and finances AI infrastructure. As a part of this effort, Nvidia entered into an agreement with six of the world's largest **** et managers for a $500 million AI-financing plan.
Huang pitched for an AI factory platform as an investible **** et "because it's productive, it's revenue generating, it is fungible, it's used by just about every cloud service provider, it runs every AI model." With AI infrastructure buildout requiring significant investments, this pitch is intended to support cloud providers and AI companies to raise funds. In turn, Nvidia stands to benefit from the global AI ecosystem growth.
Dear **** eX Stock Fans, Mark Your Calendars for September 21
How to Play IBM Stock as It Teams Up with NASA to Launch a New Open-Source Model
GF Securities Says NAND Prices May Stabilize Later This Year. What This Means for Sandisk Stock.

#huang #model #infrastructure #asset

On August 5, Clear Channel Outdoor Holdings Inc. (NYSE:CCO) reported second-quarter results that showed the billboard and airport advertising company accelerating just as it prepares to leave the public markets. On February 9, Clear Channel agreed to be acquired by an investor consortium advised by Mubadala Capital for $2.43 per share, a deal stockholders approved on May 12, and one expected to close by the end of the third quarter of 2026. Because of the pending Merger, Clear Channel skipped its usual earnings call and offered no forward guidance.
Consolidated revenue climbed 8.7% to $438.0 million in the quarter and 10.2% to $811.9 million over the first half, with the 2026 FIFA World Cup pulling in extra advertising spend across both of Clear Channel's segments. The America division, which houses the roadside billboard and street furniture business, grew revenue 7% to $324.3 million as demand from technology advertisers in the San Francisco/Bay Area market broadened out and digital billboard revenue rose 7.2% to $122 million. Airports revenue jumped 14% to $113.6 million, helped by strong demand at San Francisco
International Airport and digital sales that climbed 15.6% to $73.4 million, with national advertisers now accounting for 57.8% of that segment's revenue. Profitability grew even faster than the top line. Adjusted EBITDA rose 11.6% to $143.4 million for the quarter and 19% to $247.3 million for the first half, while Airports Segment Adjusted EBITDA jumped 22.8% to $29.9 million. Adjusted Funds From Operations climbed 61.6% to $44.9 million in the quarter, and for the first half it went from just $5 million a year ago to $51.5 million. On August 4, Clear Channel also closed the sale of its Spain business for about $132.3 million, proceeds it plans to put toward paying down debt.
The growth did not reach the bottom line. Clear Channel posted a loss from continuing operations of $10 million in the quarter, reversing a $6.3 million profit a year earlier, and the consolidated net loss came to $5 million versus net income of $10.6 million in the same period of 2025. Over six months, the loss from continuing operations widened 21.4% to $59.4 million. Costs rose alongside revenue. Direct operating and SG&A expenses increased 5.9% for the quarter, and Airports site lease expense alone jumped 12.0% to $67.1 million on higher minimum guaranteed payments and the renewed contract with the Metropolitan Washington Airports Authority.

#channel #revenue #airports #operations

CrowdStrike (CRWD) is among the largest cybersecurity companies globally. Valued at a market capitalization of more than $218 billion, CrowdStrike stock has returned more than 500% since its initial public offering (IPO) in 2019.
At its Fal.Con conference this week, the cybersecurity giant rolled out two major artificial intelligence (AI) products built to protect the growing army of AI agents running inside businesses. These announcements have arrived as CRWD stock draws fresh attention from Wall Street. CrowdStrike is betting that securing AI will soon be the key driver of its future growth engine.
Dear ****** eX Stock Fans, Mark Your Calendars for September 21
How to Play IBM Stock as It Teams Up with NASA to Launch a New Open-Source Model
GF Securities Says NAND Prices May Stabilize Later This Year. What This Means for Sandisk Stock.

#Stock #fans

Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors.
He doesn't get as much media attention as Larry Fink or Bill Ackman, but David Booth, chairman of Dimensional Fund Advisors, has played a foundational role in the creation of the modern ***** et management industry. Working alongside Rex Sinquefield since the early 1980s, Booth has championed the idea that academic research is superior to Wall Street intuition.
During that time, Dimensional has grown from a fledgling business operating out of a spare room of Booth's Brooklyn brownstone to a global investment manager with $1.1 trillion in ***** ets under management. He's no longer running the company, having passed the reins to current co-CEOs Dave Butler and Gerard O'Reilly, but Booth is still intimately involved in setting Dimensional's direction at a time when innovation in the exchange-traded fund market and related trends are driving another sea change in how professional portfolios are built.
Sign up for The Daily Upside at no cost for premium ***** ysis on all your favorite stocks.
READ ALSO: Your Client's Big Tech Company Just IPO'd. Now What? and Investors Need Real Talk About Interval Funds

#company

Catherine Zeta-Jones spoke out against the "nepo baby" label, calling it "horrific" and saying her children "didn't ask to be born into this." The actress has two children, Dylan Douglas, 26, and Carys Zeta Douglas, 23, with her husband, Michael Douglas, who are pursuing their own acting careers.
In an interview with The Sunday Times, the 56-year-old Welsh actress said, "They're plugging away," adding, "My daughter wanted to be Amal Clooney for a while. But you have to go with your dreams, your passion."
The actress, known for her roles in The Mask of Zorro and Chicago, said, "It's hard for them to forge a way forward on their own. This horrific phrase 'nepo baby' is horrible because these kids didn't ask to be born into this; they're finding their own way in life. But they love it, and they're good. Otherwise, Michael and I would be the first to go, 'You know what? Maybe law school looks really good.'"
Catherine got her first major break in 1987 when she joined the West End production of 42nd Street. She went on to achieve widespread recognition in the UK after joining the cast of The Darling Buds of May in 1991.
The actress told the outlet, "Until I had my own kids, I didn't realise the pressure, how big that was for a young adult – well, a teenager." She added, "I had a sniff of the joy of being in the theatre so young. I went, 'I want to do this. I can't imagine going through school and A-levels in Swansea.'"

#didn 't #michael

Sept. 14 (UPI) -- The planned West End revival of Sunday in the Park with George has been delayed to 2028.
Empire Street Productions announced Monday that the musical "will no longer proceed as scheduled" in 2027, with the company to "retain the rights with a view to presenting the production in 2028."
The news follows word that Wicked co-stars Ariana Grande and Jonathan Bailey have dropped out of the production. Grande announced in August that she "will be taking a step back from visibility" after the conclusion of her Eternal Sunshine tour, with Bailey later confirming he has "decided to also step back" from the revival.
Sunday in the Park with George features music and lyrics by famed composer Stephen Sondheim. The musical, inspired by the Georges Seurat painting A Sunday Afternoon on the Island of La Grande Jatte, debuted on Broadway in 1984 and on West End in 2006.
Marianne Elliot was to direct the West End revival, which was originally scheduled to open at London's Barbican Centre in summer 2027.

#grande #musical

Ariana Grande and Jonathan Bailey's planned reunion will no longer happen after their exits from a new project. The two stars previously appeared together in the blockbuster Wicked franchise, playing Glinda and Prince Fiyero Tigelaar, respectively.
The London revival of the popular musical Sunday in the Park With George has been canceled following Grande and Bailey's exits, according to Variety. The planned 2027 production will no longer proceed as previously thought.
"Empire Street Productions will retain the rights with a view to presenting the production in 2028. Further details will be announced in due course."
The revival was set to take place at London's Barbican Centre next summer. Ariana Grande was supposed to play both Dot and Marie. Bailey was set to star opposite her as George Seurat.
Moving forward, Ariana Grande will be busy with her upcoming The Eternal Sunshine Tour. She will also appear on the big screen in a new movie. The 33-year-old will feature alongside Robert De Niro and Ben Stiller in the comedy Focker-In-Law. It's set to hit theaters on November 25, 2026. Despite her plans to take a break, Grande will appear in the promotional events for the movie.

#planned #previously

The Cooper Companies, Inc. (NASDAQ:COO) cut its fiscal 2026 profit and revenue forecasts after weaker-than-expected demand for contact lenses weighed on its CooperVision business. The company now expects adjusted earnings of $4.51–$4.55 per share, down from its previous forecast of $4.58–$4.66, while revenue guidance was reduced to $4.23–$4.25 billion from $4.29–$4.32 billion. Third-quarter revenue came in at $1.07 billion, below Wall Street's $1.10 billion estimate, although adjusted EPS of $1.15 beat expectations.
The weakness was concentrated in CooperVision, where revenue fell to $717 million. Cooper said a reduction in U.S. channel inventory hurt results and is expected to continue affecting the fourth quarter. At the same time, the company completed its strategic review and decided to retain CooperSurgical rather than sell the business.
The biggest bullish argument is that some of the current weakness may be temporary rather than a fundamental deterioration in the contact lens market. The Cooper Companies, Inc. (NASDAQ:COO) specifically pointed to U.S. channel inventory reductions, meaning part of the sales pressure reflects distributors and customers working through existing stock rather than consumers permanently abandoning contact lenses. If inventories normalize, CooperVision could see a recovery in sales growth.
Cooper also continues to have a strong position in the global contact lens market. The company is investing in new products, expanding CooperVision's sales and marketing organization and improving inventory and logistics operations. Its strategic review also identified opportunities to reduce costs and improve operational efficiency.
There are encouraging signs beneath the weak headline numbers. Adjusted third-quarter EPS still increased 4% year over year to $1.15, while free cash flow jumped 66% to $273 million. The Cooper Companies, Inc. (NASDAQ:COO) also increased its share-repurchase authorization from $2 billion to $3 billion, giving the company another way to support per-share earnings if the stock remains depressed.

#Companies #revenue #contact #coopervision

The energy outside Cipriani, in Lower Manhattan, across from the Charging Bull statue on Broadway, seemed conspicuously suspended in a different time. It was as if crossing the threshold into the Financial District sent me back a decade, to the genesis of this current generation's cultural aesthetic—to the lines at VFiles, the SoHo clothing store whose Howard St. storefront once served as epicenter of the nascent fusion of the worlds of streetwear, hip-hop, and high fashion. All of this was because Kai Cenat, the popular Twitch streamer and content creator, was making his runway debut. The fashion show for his brand Vivet's first collection drew a crowd of the current generation's innovators, giving a reminiscent feeling to the last time a popular figure came crashing through the gates of mainstream fashion.
In attendance that night were popular streamers like Jasontheween, Rakai, and Duke Dennis, alongside more traditional celebrity names: Jaden Smith, Luka Sabbat, Lauryn Hill (!). Popular fashion podcasters and journalists from the New York Times filtered through the crowd as well. It reminded me of the pre-pandemic days of fashion week pop-ups in the shadow of Ye's YZY Szn launches, when the crowds outside seemed as consequential as whoever had a seat inside. Social media had given a generation of streetwear obsessives and aspiring artists a way to build their own audiences, and fashion was beginning to accommodate them. At Cipriani, the streamers had brought another audience into the room.
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#outside #seemed #time #streetwear

The inaugural Spanish Grand Prix at the Madring has drawn heavy criticism from F1 fans and drivers over the limited overtaking opportunities on the narrow circuit. Its layout reportedly made the race a dull spectacle for many, and now even Spain's Minister of Transport and Sustainable Mobility, Óscar Puente, has weighed in. Puente didn't hold back, describing the event as "an absolute dud."
Puente has kept his criticism constructive, comparing the Spanish GP with the Monaco GP, which is also known for offering limited overtaking opportunities. Monaco's narrow city streets have become increasingly challenging as F1 cars have grown larger over the decades, while significantly widening the roads is simply not a realistic option.
Despite Monaco's reputation for limited overtaking, this year's race featured 10 overtakes during the entire race, according to a social media post from Autosport. By comparison, the Madrid race last weekend saw just four overtakes.
Spanish Grand Prix, Sunday Madrid: Motorsport: FIA F1 Grand Prix of Spain, Formula 1 2026
on September, 13, 2026, (Photo by Hoch Zwei)
Start
01 NORRIS Lando (gbr), McLaren F1 Team MCL40, action
12 KIMI ANTONELLI Andrea (ita), Mercedes AMG F1 Team W17, action
44 HAMILTON Lewis (gbr), Scuderia Ferrari SF-26, action
Puente expressed his view while replying to a user on X who stated that the sporting side of the event suffered the most. The minister wrote:

#spanish #race #team

Futures for the Dow Jones Industrial Average and the other major stock indexes traded lower Monday as oil prices surged amid the U.S.-Iran conflict. The Nasdaq took the brunt of the pain as Nvidia (NVDA) and other artificial intelligence stocks sold off on the stock market today after industry leaders urged a slowdown in AI model development.
Ahead of Monday's open, Dow futures dropped 0.4% while S&P 500 futures fell 0.7%. Nasdaq-100 futures tumbled 1.7% in early morning trading.
West Texas Intermediate crude futures advanced more than 4%, to roughly $104.40 a barrel after Saudi Arabia closed a key pipeline that bypasses the Strait of Hormuz. The 10-year Treasury yield edged higher to 4.98%. Also, bitcoin rose to roughly $77,600.
Among exchange traded funds, the Invesco QQQ (QQQ) was down 1.8%, as the State Street SPDR S&P 500 (SPY) fell 0.7% before Monday's opening bell.
Four Reasons To Put This Nvidia, AMD Partner On Your Watchlist Right Now

#jones

NEW YORK (AP) — Oprah Winfrey stood alone at the Sphere, attempting to comprehend what she had witnessed after U2's opening night performance in 2023. Mesmerized by the multisensory event, the Queen of All Media had a thought: Could she use the groundbreaking, 4D capabilities of the globe-shaped arena to help others reach their highest potential?
"You could use this technology as a visual, immersive experience to allow people to go deeper for themselves and walk away with a sense of awe and wonder about what it means to be alive," the media mogul, whose empire was built largely by inspiring viewers of "The Oprah Winfrey Show," told The ****** ociated Press. "I know that there's more, and the more could really help people see themselves differently. It has the potential to be an incredible experience of magnificent wonder."
That initial thought became "Oprah Winfrey's AHA," taking place April 2-4 at the Sphere, the $2.3 billion state-of-the-art Las Vegas arena that has hosted performances by The Backstreet Boys, Phish, the Eagles and No Doubt — and a popular "The Wizard of Oz" film experience.
The two-hour live event will feature Winfrey with special guests and performances, including multiple Grammy winner Jacob Collier, poet and author Ocean Vuong, musician Ajeet and gospel singer Wintley Phipps. Among all-star collaborators crafting the experience with Winfrey are Oscar-nominated composer Max Richter, Grammy-nominated musicians Jason White and Jon Hopkins, playwright and MacArthur "genius grant" recipient Tarell Alvin McCraney and Es Devlin, the stage designer for Beyoncé's "Formation" and "Renaissance" world tours. Tickets go on sale to the general public Sept. 25.
It's been 15 years since Winfrey ended her iconic talk show, which last week celebrated its 40th anniversary of reaching U.S. syndication. She has stayed busy with her podcast, her CEO duties for her namesake OWN TV network, and various tours and live events. At 72, when many are embracing retirement, Winfrey isn't ready to slow down completely.

#show #Event #thought

US stock futures sank on Monday morning after the two leading frontier artificial intelligence companies called for an industrywide slowdown of AI development, sending tech stocks tumbling. Rising oil prices and an upcoming Fed meeting this week also put pressure on stocks.
Futures on the tech-heavy Nasdaq-100 (NQ=F) fell 1.5%, led by losses in chip stocks, including Nvidia (NVDA). Futures on the Dow Jones Industrial Average (YM=F) fell 0.3%, while those on the S&P 500 (ES=F) declined by 0.6%. In Asia, shares of memory chip makers SK Hynix (SKHY) and Samsung (005930.KS) dropped.
Tech stocks were poised to fall after Anthropic (ANTH.PVT) CEO Dario Amodei wrote a 3,800-word essay over the weekend, arguing that AI companies should slow the pace of improving AI models in order to address safety concerns. Sam Altman, the CEO of rival AI lab OpenAI (OPAI.PVT), agreed in a post on X, putting the two AI companies at odds with Wall Street, which has banked on a brisk pace of improvement.
Worries about AI safety also led OpenAI to delay its initial public offering until 2027, Altman told Fortune. Anthropic still plans to list in the fall and has reportedly chosen the Nasdaq for its highly anticipated IPO.
Oil prices, meanwhile, continued to climb after Saudi Arabia shut down a key pipeline in the Middle East and as the war in the Middle East spread. Brent crude (BZ=F) traded near $108 per barrel.

#stocks #NASDAQ #openai

Skyworks Solutions (SWKS) shares rallied and printed a new 52-week high on Sept. 11 after chief executive Phil Brace said the pending merger with Qorvo has entered its final phases. As investors cheered the disclosure, SWKS's relative strength index (RSI) soared into the early 80s, indicating overbought conditions that often trigger profit-taking in the near term.
Including today's gains, Skyworks stock is up more than 50% versus its low in mid-July.
GME Stock Jumps as GameStop CEO Ryan Cohen Buys $20 Million Worth of Shares
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#swks

During the September 3 episode of Mad Money, Jim Cramer mentioned Microsoft Corporation (NASDAQ:MSFT) for its unconventional approach to powering hyperscale data centers in partnership with Chevron Corporation (NYSE:CVX). He said:
How about Microsoft? Look, Mr. Softee is getting religion. They've realized that by giving us more disclosure on Azure, their cloud infrastructure business, we'll find more things to like. They're right. In the end, I come to praise Microsoft CFO Amy Hood, not bury her. They've been very clever getting power for the data centers, pumping it right out of the Permian. They got this deal with Chevron as a partner… 2.67 gigawatts. No one's talking about it. It's the cleanest behind the meter plan for power I have seen yet. People even, and this is not a stretch, I'm not kidding, people even like Copilot.
CFO Amy Hood provided Wall Street with a much clearer look at actual cloud demand by breaking down detailed Azure growth metrics and data center capacity constraints. At the same time, enterprise adoption of Microsoft 365 Copilot is moving past initial trials, with major corporations deploying the AI ***** istant across workforce segments.
A major highlight of the company's infrastructure strategy is a twenty-year agreement with Chevron Corporation (NYSE:CVX) for a proposed 2.67-gigawatt natural gas power plant in West Texas. Designed to supply dedicated off-grid electricity directly to a hyperscale data center in the Permian Basin, the project bypasses regional grid transmission queues to secure reliable power for continuous AI workloads. Microsoft Corporation's (NASDAQ:MSFT) president of Cloud Operations + Innovation, Noelle Walsh, commented:
Our agreement with Chevron helps ensure we'll have dedicated, large-scale power to support the evolution and reliability of advanced compute. Through this partnership, we're delighted to grow with and become a deeper part of the West Texas community.

#chevron #power #they 've

The S&P 500 Index ($SPX) (SPY) on Friday rose by +0.86%, the Dow Jones Industrial Average ($DOWI) (DIA) rose by +0.98%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose by +0.91%. E-mini S&P futures (ESU26) rose +0.83%, and September E-mini Nasdaq futures (NQU26) rose +0.86%.
Stock indexes closed higher, supported by Friday's -2.4% decline in oil prices. The stock market took Friday's CPI report largely in stride, even as the 10-year T-note yield closed slightly higher and the odds of a Fed rate hike next week rose to 85%.
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Cathie Wood Just Bet $45 Million on This Beaten-Down ***** e Stock. Wall Street Sees 70% Upside.

#index #futures #higher #Friday

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.
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#bullish

Six weeks after AI bets nearly wrecked his hedge fund, Leopold Aschenbrenner is putting money into the same companies again. His hedge fund, Situational Awareness, bought call options on AMD, Bloom Energy, CoreWeave, SK Hynix and SanDisk, CNBC reported, citing sources. The trades ran from late last week into this week.
The former OpenAI researcher became famous for a 2024 essay arguing that AI could reach human-level intelligence by 2027. He built an investment business around that belief, backing companies supplying the computing capacity and electricity AI needs.
July exposed how dangerous that bet had become. Borrowed money magnified falling share prices, triggering demands for cash the fund could not meet. **** ets shrank from a peak above $45 billion to roughly $10 billion, according to CNBC.
Ken Griffin's Citadel bought distressed holdings at a discount. Situational Awareness kept private investments, including Anthropic. The SEC later subpoenaed Wall Street banks over their dealings with the fund. The reported inquiry carried no allegation of wrongdoing.
His return uses call options: contracts that let buyers purchase shares at a fixed price before a deadline. When paid for upfront without borrowing, their losses are capped at the purchase cost. That entire amount can still disappear if the options expire worthless.

#bought #call

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Angel investor and All-In Podcast host Jason Calacanis warned that allowing Chinese electric vehicles into the U.S. could devastate domestic automakers even as their low prices attract consumers, reacting to Sen. Elissa Slotkin's (D-Mich.) claim that President Donald Trump could loosen barriers as part of a China deal.
"This would be the end of the US automotive industry — but consumers will love to buy these cars," Calacanis wrote in an X post on Wednesday. He added, "Everywhere I go, from the Middle East to Europe to Mexico, the streets and Uber fleets are filled with dirt-cheap Chinese EVs," calling such U.S. access "a disaster."
This would be the end of the US automotive industry — but consumers will love to buy these cars

But…. You'll probably die in one since they're not very safe

Everywhere I go, from the Middle East to Europe to Mexico, the streets and uber fleets are filled with dirt cheap… https://t.co/LGUwforT6a
— jason (Jason) September 10, 2026

#calacanis #chinese #Europe #uber

By Heard on the Street Staff
Sept. 11, 2026 4:23 pm ET
Listen
(2 min)
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

Updated Sept 11, 2026, 4:11 pm EDT / Original Sept 11, 2026, 8:52 am EDT
Kids are back to school, which also means it’s conference season on Wall Street, when executives meet with investors at events facilitated by brokers.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
For Middle Eastern oil producers, there are fewer and fewer places to hide from Iranian violence. And because of that, oil prices are almost certain to stay high.

#wall #company #rights

By Noel Randewich
Sept 11 (Reuters) - Wall Street ended higher on Friday as oil prices retreated and strong consumer price data reinforced expectations the Federal Reserve will raise interest rates next week to fight ‌inflation.
AI server maker Dell soared 12% to a record high. Hewlett Packard Enterprise jumped 12% and HP gained ‌8.4% after Oracle's quarterly results topped estimates. Oracle dipped 1.8%.
U.S. consumer prices accelerated last month as the cost of gasoline rebounded after two straight monthly declines, adding pressure on the Fed to tighten monetary policy to fight inflation.
Interest rate futures now reflect a nearly 90% probability that the central bank will raise rates at its policy meeting on Wednesday, according to the CME FedWatch tool. That is up from a 72% likelihood on Thursday.

#raise #rates

Something strange is currently happening with interest rates and inflation.
The United States Federal Funds Rate -- essentially the price banks charge each other to borrow money overnight -- currently sits at 3.75%. The rate has remained at 3.75% throughout 2026.
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 »
For much of 2023 and 2024, the Fed Funds Rate was pegged at 5.5% to battle stubbornly high inflation. As inflation fears eased, the rate was gradually lowered to today's 3.75% level.
Despite a low and stable Fed Funds Rate, however, mortgage interest rates have begun to climb. According to the Wall Street Journal, average U.S. mortgage rates have climbed to a 15-month high of nearly 7%. Treasury yields, meanwhile, are approaching multi-year highs.

#NVIDIA #high

Investment manager Jim Chanos is the founder of Kynikos ***** ociates, a New York City-registered investment advisor focused on short selling.
He is best known for predicting the fall of the major energy company Enron before its bankruptcy in 2001, with Kynikos profiting from its massive short position.
The trade turned Chanos into a legendary figure at Wall Street. The investor just now sent a harsh warning on artificial intelligence (AI) trends.
Related: HIVE chair dismisses Anthropic researcher's AI extinction warning
IREN Limited (Nasdaq: IREN) is a data infrastructure company that began as a Bitcoin miner. But it began focusing on building AI capacities, though mining is still a major business area.

#iren #company #began #associates

Oklo (OKLO) stock was under immense pressure on Sept. 11 after the advanced nuclear-tech company disclosed plans to raise another $1 billion in fresh capital. In an 8-K filing, OKLO confirmed that it has entered into an equity distribution agreement with a syndicate of 10 major financial institutions to issue and sell up to $1 billion of its common stock.
Following today's decline, Oklo shares are trading at less than half their price at the start of 2026.
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#billion #following #ryan

Investors are bailing on Chewy (CHWY) shares on Sept. 11 after a senior JPMorgan ***** yst downgraded the online pet food and supplies retailer to "Neutral." In his research note, Doug Anmuth reduced his price objective on CHWY to $24, although that still represents about a 20% upside from current levels.
Chewy stock has been out of favor with investors in 2026. It is currently down nearly 40% versus the start of this year.
GME Stock Jumps as GameStop CEO Ryan Cohen Buys $20 Million Worth of Shares
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Cathie Wood Just Bet $45 Million on This Beaten-Down ***** e Stock. Wall Street Sees 70% Upside.

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GameStop (GME) shares pushed higher on Sept. 11 after a regulatory filing confirmed that chief executive Ryan Cohen has expanded his stake in the gaming merchandise retailer. In open-market transactions, Cohen has acquired a total of 1,000,000 company shares for roughly $20.37 million, which translates to a weighted per-share price of about $20.38, the filing revealed.
The disclosure arrives at a time when GME stock is already reclaiming some of its recent losses, currently up some 15% versus its August low.
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