News

Trumpflation and the artificial intelligence (AI) infrastructure build-out are expected to force Kevin Warsh and the Federal Open Market Committee (FOMC) into action.

US and Vietnamese companies are expected to announce a series of agreements in energy, technology, a

History says the market may be in dangerous territory right now.

NVIDIA, Texas, STMicroelectronics and Intel have been highlighted in this Industry Outlook article.

The IPO could break records and send profits at Amazon and Alphabet soaring.

The Morning Bull - US Market Morning Update Wednesday, Sep, 16 2026 US stock futures are pointing slightly higher in early trade, with E-mini S&P 500 contracts up about 0.3% and tech heavy Nasdaq futures ahead roughly 0.4%. The big driver is the US 10 year government bond yield, which briefly touched 5.01% before easing to 4.96%. That is the highest level since 2007 and means borrowing costs for mortgages, credit cards, and companies remain expensive. At the same time, rising government bond...

Earlier this month, ADT Inc. said its ADT Blu DIY home security system became available on Walmart.com, while RocketSports-1 women’s activewear rolled out to 37 Walmart stores across 18 states and nationwide online. These additions broaden Walmart’s marketplace assortment in higher-value categories like connected home and fitness apparel, reinforcing its push into fee-generating digital retail partnerships. We’ll explore how Walmart’s expanded third-party marketplace, including ADT Blu’s...

(Updates with additional information in the fifth and sixth paragraphs) US regulators are questio

On Holding has seen its share price fall sharply in 2026, and that slide puts a fresh spotlight on whether the current valuation still lines up with what the business is earning today. The stock is down about 43.0% year to date, which raises the question of whether the recent share price now fully reflects what the company’s earnings can support. The business remains heavily dependent on converting its brand strength and product demand into sustainable profit margins, so investors are...

They're not flashy growth stocks, but they're reliable and good for income.

A surplus of cash can mean financial stability, but it can also indicate a reluctance (or inability) to invest in growth. Some of these companies also face challenges like stagnating revenue, declining market share, or limited scalability.

Morgan Stanley (NYSE:MS) Co-President Dan Simkowitz said the firm does not view 2026 as a peak-earnings year, citing growth opportunities in wealth management, a developing capital-markets recovery and continued financing demand tied to artificial intelligence. Speaking at an investor conference, S

Grupo Cibest, POSCO, Griffon and GPGI have been highlighted in this Industry Outlook article.

Arista is a high-tech picks-and-shovels AI stock that more than doubled its revenue and earnings between 2022 and 2025. ANET is set to follow this up with stellar growth in 2026 and 2027.

Brookfield will acquire a minority stake in AREP, pairing its global platform with the developer's data center and real estate capabilities.

Urban Outfitters, Abercrombie & Fitch, Victoria's Secret and Boot Barn have been highlighted in this Industry Outlook article.

An artificial intelligence researcher who worked at OpenAI and Anthropic recently warned that there is a real chance that AI could wipe humanity out.

AI demand, strong growth, and Wall Street optimism keep the spotlight on Palantir as traders await the next catalyst.

A cash-heavy balance sheet is often a sign of strength, but not always. Some companies avoid debt because they have weak business models, limited expansion opportunities, or inconsistent cash flow.

Yardeni Research lowered its year-end target to 7,900 from 8,400, while increasing its odds of a bearish outcome from 20% to 30%.

European stock indexes were in green across the board, as banks and AI-linked stocks recouped some of the week’s losses.

The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.

While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.

The next half-decade is full of opportunities and uncertainty.

AppLovin (NasdaqGS:APP) subsidiary Wurl launched a new Content Intelligence Platform for streaming TV targeting, announced in September 2026. The platform focuses on contextual targeting for connected TV advertisers, aiming to match ads with specific content signals. Wurl’s system is integrated with Yahoo DSP and StackAdapt, connecting the product to existing programmatic buying workflows. The launch of Wurl’s Content Intelligence Platform for CTV arrives alongside broader themes our...

nVent Electric has seen a powerful multi year share price rise, which naturally puts its current valuation under the spotlight. With the stock now reflecting a long stretch of strong returns, the key issue is whether the cash the business can generate justifies where the market is pricing it today. Over the past 5 years, nVent Electric has delivered a very large total return of about 400.5%, which raises the question of how much future cash flow is already embedded in the share price. The...

In September 2026, Vail Resorts announced it had received shareholder nominations for four alternative director candidates, led by Oasis Management, while the board continues an independent search to add a new director in early 2027 following Sue Decker’s decision not to seek reelection. This contested board process highlights rising investor concerns over how Vail Resorts is addressing weather volatility, economic pressure on consumers, and labor tensions across its mountain resort...

In recent days, Okta has rolled out new AI-driven identity governance and privileged access features, while highlighting the growing security risks from AI misuse and preparing to webcast its Opening Keynote and Investor Summit that took place on September 23, 2026. This combination of AI-focused product enhancements and public commentary on AI threats has sharpened attention on Okta’s role in securing both human and machine identities. We’ll now examine how Okta’s AI-powered identity...

Planet Labs PBC (NYSE:PL) won a contract from Germany's Federal Ministry of the Interior for a dedicated satellite constellation. The German ministry will receive exclusive access to Planet's Constellation Services for civil government use under the new agreement. The deal expands Planet Labs' role with European public sector clients and increases its exposure to the geospatial data market. This exclusive German satellite constellation deal is only one piece of the wider Planet Labs...

Delta Air Lines (NYSE:DAL) and Hyatt Hotels unveiled a new long-term loyalty collaboration that ties together their elite rewards programs. The agreement introduces dual earning of airline miles and hotel points on qualifying bookings across both brands for eligible members. Elite customers are expected to see integrated recognition and benefits across flight and hotel stays as the partnership rolls out. The Delta and Hyatt dual-earning loyalty alliance is an important shift to weigh...