Latest News
Apple's Foldable iPhone Output Hits Snag Ahead of Sept. 9 Event
Apple's foldable iPhone output is reportedly only a few hundred units a day, raising supply worries ahead of the Sept. 9 event. Shares fell 2.51% on Friday.
Bitcoin's Road to $100K: Still a 25% Climb from Current Levels
Bitcoin sits near $80,000, up 36.5% since July, yet a $100,000 price still demands a 25% rally. Market-cap math and recent corporate buying highlight the hurdle.
Lululemon Founder's Divorce Report Raises Ownership Questions
A reported divorce between Lululemon's founder and his wife has spotlighted a sizable voting bloc, prompting scrutiny over potential changes in ownership and control.
Loonie Holds Ground Despite August Job Losses
The Canadian dollar closed the week at 72.25 US cents despite a 42,000 job loss in August, while US payrolls grew by 162,000. Rate differentials and inflation keep the loonie in focus.
BWXT's $4M NNSA Contract: A Stepping Stone to Bigger Nuclear Prize
BWXT (NYSE:BWXT) secures a $4 million NNSA design contract, a modest fee with potential for a major construction award later. Shares dipped 1.66% after the announcement.
Iveco Shares Trade Near Tata Offer Price as Tender Kicks Off
Iveco Group shares trade at €14.04, just six cents below Tata Motors' €14.10 cash tender, signaling strong market confidence in the deal's completion.
BHP's $14.7B Iron Ore Unit in Play: Monday ASX Test Looms
BHP's vague disclosure on a potential WAIO partnership leaves investors guessing. With WAIO generating US$14.7B in EBITDA, Monday's ASX open will be the first real test.
PepsiCo's Dividend Yield Lags 30-Year Treasury by 94 Basis Points
PepsiCo's 4.30% dividend yield trails the 30-year Treasury by 94 basis points, challenging its defensive appeal. Investors weigh growth against bond income.
S&P 500 Risk Premium at 2.25%: Fed Warns of Dot-Com Era Pressures
S&P 500 equity risk premium sits at 2.25%, near historical lows as Fed staff warn of dot-com era pressures. Earnings growth strong but real yields erode cushion.
Circle Stock Surges 61% as USDC Growth Fails to Ease Rate Cut Worries
Circle (CRCL) shares rose 61% since Aug. 5 earnings, but its latest USDC supply growth of $610M weekly may not offset the impact of a large rate cut on reserve income.
HPE Shares Flat After Record Quarter as AI Margins Face Squeeze
HPE stock ended flat after a volatile two-day swing. Record revenue from AI and networking was offset by guidance for lower cloud and AI margins (~13% in FY2027) and a sharp inventory buildup.
Vertiv Stock Surges 9.6% Post-UIG Deal, Earnout Structure Shifts Risk
Vertiv (VRT) shares climb 9.6% post-UIG deal announcement. Earnout structure shifts risk to sellers, with $1.15B contingent on EBITDA targets.