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Calls for a ban on stablecoin yield are growing louder across Europe.

Walt Disney (DIS) owns theme parks and streaming services. The stock costs 21.8 times its earnings of the past year. The S&P 500 is at 22.6 times. So you pay less than the market for these businesses. That case only pays off if two things are both true. Disney's latest earnings call gave a reason to doubt the first. What did management say about ad prices.

The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian look at the stocks taking a hit as Meta's (META) new AI agent, Muse, grows in popularity and why its hype may not measure up to its disruptive potential.

Wall Street analysts are fighting over Micron more violently than they have in years, with targets ranging from a humble hold to a stunning $2,000 price, and a single line in the September 30 earnings report will determine who looks like a genius and who quietly disappears.

Uranium Energy (UEC) is back on investor radar after a policy driven selloff and partial rebound, with attention now shifting to its upcoming fiscal 2026 year end results and conference call on September 29. Recent trading reflects that tension clearly. Uranium Energy’s share price is up 2.5% on the day but still down about 19% over 30 days and 21% year to date, while the 3 year total shareholder return is close to a 2x gain, showing long term momentum despite the current policy driven...

Sharplink Inc. (NASDAQ:SBET) operates at the intersection of digital asset treasury management and blockchain liquidity infrastructure. By accumulating and actively deploying large blocks of Ether through decentralized protocols, the company constructs a high-beta financial model that monetizes proof-of-stake yields. Its core operational drivers rely on network-level staking rewards, capital allocation discipline, and balance-sheet leverage, creating […]

US debt above US$40b is pushing many large investors to spread their reserves across more assets, including gold. That rethink creates a clear opening for individuals who want exposure to metal backed value, but without guessing which smaller miner might struggle if prices move. This article walks through three of the stronger low cost producers from an elite group, and how they might fit into a long term portfolio. The stocks below are just a starting sample from this elite group. The full...

It’s an actively managed fund with big holdings in major chip companies las well as hyperscalers. In other words, the usual AI beneficiary suspects.

Fast-food chain McDonald's (MCD) announced the launch of its new "NEXT" initiative at its investor day, promising to provide better food and improve customer experiences at their locations. The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian discuss what this investment may ultimately look like.

U. S. stock futures pointed to a lower opening on Wednesday as investors monitored diplomatic developments involving the Middle East and assessed developments in artificial intelligence, including Meta’s AI agent Muse.

BE Semiconductor Industries (ENXTAM:BESI) has drawn fresh attention after reporting that AI-linked orders accounted for about 60% of its system demand in early 2026, lifting the stock 3.6% on strong trading volume. For context, BE Semiconductor Industries has seen the share price climb 28.71% year to date and the 1-year total shareholder return reach 52.17%, even though the 90-day share price return is down 34.48% and the 30-day share price return declined 9.82%. This points to stronger...

Boeing won a $562 million Navy drone contract and Lockheed Martin secured over $1.3 billion in awards, yet both stocks saw little market reaction due to differing valuation concerns.

Eli Lilly leads Novo Nordisk in GLP-1 market share and analyst sentiment, while Novo pins hopes on its CagriSema catalyst and pipeline to offset patent-cliff pressure and lawsuits.

Canada's six leading banks are planning to launch a Canadian-dollar tokenized deposit system designed to move m...

IREN’s AI pivot has reached the point where the balance sheet looks almost as dramatic as the growth plan. The Bitcoin miner-turned-AI cloud operator ended June with about $7.6 billion of cash, including $1.7 billion that was restricted, while management says says existing cash, committed GPU financing and customer prepayments provide roughly $14 billion of […]

The Trade Desk expands healthcare advertising with OptimizeRx, adding authenticated HCP inventory across 400+ EHR and e-prescribing systems.

Treasury yields rise as markets face geopolitical uncertainty and brace for interest rate increases amid a lull in economic indicators. China's Xi Jinping visits the U.S. Brent crude rises 1%, back to $100 a barrel, following President Trump's threat to escalate the war in Iran if Tehran fails to accept a deal.

AMD just crossed a milestone that chip investors rarely live to see twice, and Wall Street is still scrambling to catch up. Here is the specific scenario that puts shares at a number most analysts haven't dared to publish.

Sandisk has outperformed Micron stock over the past year, but the future could be different.

By Arasu Kannagi Basil and Anirban Sen NEW YORK, Sept 23 (Reuters) - The biggest multi-manager hedge funds are allocating more capital than ever to accounts that are exclusively run for individual

The traditional retirement planning approaches no longer cover all expenses in nest egg years. So what can retirees do? Thankfully, there are alternative investments that provide steady, higher-rate income streams to replace dwindling bond yields.

Two S&P 500 funds hold nearly identical stocks, yet their returns have drifted so far apart over a decade that the gap itself tells a story about what most investors misunderstand about diversification.

Cipher Digital’s transformation from Bitcoin miner to AI-infrastructure landlord is becoming easier to value because the company now has a real hyperscaler customer. Morgan Stanley raised its price target on September 18 to $54 from $43.50 while keeping an Overweight rating. A major asset supporting Cipher’s AI-infrastructure thesis is a 15-year, roughly $5.5 billion lease […]

Momentum stocks Centene, BrightSpring Health Services and Delek US show strong annual gains despite recent weekly pullbacks.

Find insight on Standard Life, Bajaj Finance, Tata Capital and more in the latest Market Talks covering Financial Services.

By Akash Sriram Sept 23 (Reuters) - Private investment in space companies globally climbed to $23 billion in the year through June, more than double the $9.7 billion raised a year earlier, according

Sunrun (NASDAQ:RUN) anchors the residential solar and distributed energy storage landscape through a vertically integrated asset-ownership and service model. By transforming rooftops into localized generation sites, the company addresses the structural shift toward decentralized power and grid resilience. Its core operational drivers rely on recurring customer contracts, long-term asset monetization, and high-margin hardware attachment rates […]

Astera Labs gains momentum as AI data centers scale, with triple-digit growth, repeated earnings beats and rising connectivity demand.

IonQ stock popped after the company announced an advance in quantum computing during one of the industry's largest conferences.

Muse might be a game changer for a company that has been trying to diversify its revenue sources beyond online ads for many years.