Cerebras Surges 12% as Finland Deal Bolsters $51B Valuation
Analysis Daniel Marsh

Cerebras Surges 12% as Finland Deal Bolsters $51B Valuation

Cerebras Systems shares jumped 12% to $213.26, lifting market value to $50.7B. A Finnish data center contract underpins the high valuation, with delivery and margins key.

Nvidia's $12.93B Hugging Face Deal: Market's Muted Response Explained
Technology Sarah Chen

Nvidia's $12.93B Hugging Face Deal: Market's Muted Response Explained

Nvidia's $12.93B acquisition of Hugging Face barely moved its stock, up 1.37%. The deal's strategic value lies in developer insights, but financials remain undisclosed.

NVDA
Deepa Jewellers IPO Oversubscribed 42.6x, But Cash Flow Concerns Loom
IPO Michael Okonkwo

Deepa Jewellers IPO Oversubscribed 42.6x, But Cash Flow Concerns Loom

Deepa Jewellers' IPO was oversubscribed 42.6 times, but the company's operating cash flow remained negative despite a 158% profit surge, raising concerns.

GLD
Tesla Shares Tumble as Federal Audit Casts Doubt on Cybercab Rollout
Regulation James Calloway

Tesla Shares Tumble as Federal Audit Casts Doubt on Cybercab Rollout

Tesla shares dropped 6.5% as NHTSA audits Cybercab self-certification, erasing Thursday's rally. The audit could slow the robotaxi's path to commercial scale.

TSLA AMZN
UiPath Shares Plunge 17% as ARR Growth Target Slows
Earnings James Calloway

UiPath Shares Plunge 17% as ARR Growth Target Slows

UiPath (PATH) shares dropped 17% after Q2 results, as the company's full-year ARR guidance implies a significantly faster growth pace in the second half.

PATH
Concrete Pumping Rallies 19% on Dividend Debut and Upbeat Forecast
Earnings James Calloway

Concrete Pumping Rallies 19% on Dividend Debut and Upbeat Forecast

Concrete Pumping Holdings (BBCP) surged 19% after unveiling its first dividend and lifting its outlook, though the payout will consume over half of forecast free cash flow.

BBCP
Nintendo Stock Dips as Winter Software Forecast Looms Large
Analysis Daniel Marsh

Nintendo Stock Dips as Winter Software Forecast Looms Large

Nintendo's U.S. ADR fell 1.1% to $14.10 as the company announced a series of Directs, but the real challenge lies in closing a 50.54 million-unit software gap to meet its annual forecast.

American Outdoor Brands Surges 42% on Strong Margins, Raised Guidance
Earnings James Calloway

American Outdoor Brands Surges 42% on Strong Margins, Raised Guidance

AOUT shares soared 42% after reporting strong quarterly margins and raising its annual EBITDA outlook, despite sales growth being partly aided by an easy comparison.

AOUT
FICO Plunges 17% as FHFA Expands VantageScore Access to All Lenders
Regulation James Calloway

FICO Plunges 17% as FHFA Expands VantageScore Access to All Lenders

FICO shares fell nearly 17% after FHFA ordered Fannie Mae and Freddie Mac to allow all lenders to use rival VantageScore, threatening FICO's dominant mortgage scoring revenue.

FICO EFX TRU
Planet Labs Stock Retreats Despite Record Revenue as Backlog Drops
Earnings James Calloway

Planet Labs Stock Retreats Despite Record Revenue as Backlog Drops

Planet Labs (PL) posted record quarterly revenue, but a shrinking backlog and soft Q3 guidance sent shares lower after an initial premarket spike.

PL
Apple's iPhone 18 Price Hike: Can Revenue Survive a 9% Drop in Sales?
Technology Sarah Chen

Apple's iPhone 18 Price Hike: Can Revenue Survive a 9% Drop in Sales?

Apple's iPhone 18 may see a 10-20% price surge, potentially offsetting a 9% unit drop. Shares remain steady as investors digest the impact.

AAPL
Gold Slides 1.7% as Strong August Jobs Report Dims Rate-Cut Hopes
Commodities Rebecca Torres

Gold Slides 1.7% as Strong August Jobs Report Dims Rate-Cut Hopes

Gold futures tumbled 1.7% as a robust August jobs report (162,000 new jobs) reduced expectations for a Fed pause, sending stocks lower and the dollar higher.

GLD SPY QQQ TLT