
DWF Ventures finds most crypto treasury stocks lag their tokens as ETFs erode the access premium that once drove demand.
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DWF Ventures finds most crypto treasury stocks lag their tokens as ETFs erode the access premium that once drove demand.

In recent days, Veeva Systems has rolled out new AI-powered tools such as Veeva Study Builder Agent and Veeva Falcon Router, while announcing major customer wins including Oxford Biomedica adopting Veeva Quality Cloud and Amgen planning a global deployment of Veeva Vault CRM. Together, these developments highlight Veeva’s push to embed agentic AI across clinical, safety, quality, and commercial workflows, reinforcing its role as an end-to-end software partner for life sciences...

CrowdStrike Holdings (NasdaqGS:CRWD) has joined peers as a founding member of the new Blueprint Alliance to secure AI agents. The Blueprint Alliance brings together AWS, Google Cloud, Okta, Salesforce, ServiceNow, Zscaler and others in a shared security effort. Members plan to create common principles and a reference architecture that enterprises can use to manage and protect AI agents. The Blueprint Alliance launch only captures one angle of CrowdStrike's AI agent push, which extends beyond...
The tech-heavy Nasdaq index surged past its American and Asian counterparts as AI stayed in focus this week.

Why Lemonade’s Kentucky pet launch matters for LMND investors Lemonade (LMND) just rolled out its pet insurance product in Kentucky, extending Lemonade Pet coverage to 44 states plus Washington, D.C., and giving the insurer fresh ground to test its app-first model. The Kentucky rollout lands at a time when Lemonade’s 1 day share price return of 2.1% contrasts with a 30 day share price return that is down 16.8%, while the 3 year total shareholder return of about 2.9x still signals strong...

In September 2026, Cloudflare, Inc. launched new AI crawling controls, including a “Disallow AI Training” setting and an Accountable designation for AI crawlers, giving website owners granular control over search, AI training, and AI agents while keeping them visible in search results. A key innovation is Cloudflare’s Bot Preference Sync and accountability criteria, which standardize how websites express AI access preferences across major crawlers like Apple, Google, and Microsoft, aligning...

CRISPR Therapeutics has seen its share price move around over the years, leaving investors with a mixed track record and a lot of questions about what the current US$55.70 level really reflects. The key issue now is whether that price lines up with the company’s book value or if the market is leaning heavily on more optimistic expectations. Over the past 5 years the stock has fallen 50.2%, which puts the spotlight firmly on whether the balance sheet and book value still underpin today’s...

Royal Caribbean Cruises has delivered a powerful 177.9% share price gain over the past five years, yet the stock is currently down sharply over the last year. This puts fresh attention on whether its earnings still justify where the market is pricing it today. With that mixed return profile and a series of capital and expansion moves underway, the question for readers is how much of the earnings story is already embedded in the valuation. Over 5 years the share price has climbed 177.9%,...

Factorial Energy Inc.(Nasdaq: FAC) (“Factorial” or the “Company”), a global leader in next-generation solid-state battery technology, today announced it has signed a Memorandum of Understanding (MOU) with SK On Co., Ltd. (“SK On”), a leading global battery manufacturer. This partnership brings together Factorial’s advanced cell technology and scale-up expertise with SK On’s extensive global manufacturing network and pilot capabilities. A key objective of this collaboration is to assess whether and how SK On’s world-class manufacturing footprint and existing lithium-ion battery manufacturing infrastructure could support future development of solid-state battery technologies.

Elon Musk said Colossus 2, an AI computing cluster built by his xAI business, may more than double its current Nvidia Corp. chip count by the end of the year.

Dow Jones futures: 51,886.00 points. S&P 500 futures: 7,794.75 points. Nasdaq 100 futures: 30,966.00 points. FTSE 100: 10,709.90 points. 8.00 EDT: Wall Street preview Dow Jones futures rose 169.00 points to 51,886.00, S&P 500 futures gained 27.75 points to 7,794.75 and...

Cava is already the largest Mediterranean food chain in America, and is often entering markets where there is little competition.

The growth figure was high, given how little the company hypes that channel.

Costco delivered another strong earnings report, even as rivals like Walmart are seeing slowing revenue growth.
The crypto industry has a peculiar habit of building the plumbing before the water is actually allowed to flow. We have spent years watching developers construct elaborate, high-speed pipes for assets that were, until recently, largely confined to the digital equivalent of a sandbox. But the landscape is shifting. Coinbase has just hit a significant […]

Burry flags rising leverage, off-balance-sheet commitments and accounting practices as AI infrastructure spending accelerates.

Tesla influencers spotted what appeared to be part of a SpaceX logo and a front light bar in a new Roadster teaser.

the three companies’ have a combined market cap of nearly $6.8 trillion. These guys have a tough task ahead of them. We spell it out.

The five hyperscalers are spending some $1 trillion a year to build out artificial-intelligence infrastructure, and their annual free cash flow is expected to show a decline of $440 billion.

These fast-growing ETFs will likely be trading at attractive valuations after a market pullback.
McDonald's plans $8.5B of franchisee support through 2036 for restaurant modernization, technology deployment, and operational improvements.

General Motors (NYSE:GM) has rolled out EV batteries using cathode material made entirely from recycled nickel, cobalt, and manganese in a new pilot. The recycled minerals come from end-of-life GM EV battery packs processed by recycling partner Cirba Solutions. These 100% recycled critical minerals met original safety and performance specifications and are now installed in Cadillac Lyriq and Chevrolet Silverado EVs sold to customers. GM's first EV batteries using fully recycled critical...

Karman Holdings (KRMN) has been drawing attention after recent trading, with the share price closing at $34.92 on September 24. Short term moves now sit against a backdrop of sharply mixed return figures. For context, Karman Holdings has combined a sharp 1 day share price gain of 5.66% with a slightly lower 7 day share price return. Over 30 days, the share price return is down 29.02%, and the year to date share price return has declined 54.56%, indicating fading momentum despite a less severe...
Key TakeawaysOncology Repricing: Moderna stock jumped 7% on Thursday, September 24, closing at $195 as investors kept betting on intismeran autogene’s Phase 3 melanoma data due at ESMO on October 24. Street Split: The 23 analysts covering Moderna stock are split 4 buys, 1 outperform, 16 holds, 1 underperform, and 1 sell, with a mean target of $120 that sits 39% below Thursday’s close.
Okta, SentinelOne and Meta Platforms jumped to 52-week highs on Thursday amid a series of positive catalysts and rising Wall Street optimism.
Costco Wholesale Corp (COST) posts 11.2% net sales growth to $93.87 billion in Q4 FY2026, with digitally enabled comps up 19.5% and executive membership climbing 9.4%.

Dan Fuss, the legendary vice chairman of Loomis Sayles, makes the case for intermediate-term Treasury notes.

Brookfield is one of the world’s largest alternative-asset managers with a strategy inspired by Berkshire Hathaway that has produced 30 years of impressive profit growth and shareholder returns. Brookfield doesn’t get the attention of major U.S. alternative managers like Blackstone KKR and Apollo Global Management even though it manages over $1 trillion and is a leader in renewable energy, infrastructure, real estate, private credit, and insurance. Brookfield’s U.S-listed shares look appealing after falling 20% this year to about $37 (all figures are in U.S. dollars)—little more than they fetched five years ago.

Meta Platforms, Inc. (NASDAQ:META) CEO Mark Zuckerberg said AI companies do not need industry-wide coordination to develop advanced systems safely, arguing that individual labs can address risks internally while prioritizing trust, privacy and alignment. AI Won’t ‘Kill Us’ If Companies Act Responsibly Speaking in an interview with journalist Joanna Stern posted on YouTube Thursday, Zuckerberg was asked, "Is AI gonna kill us?" In response, Zuckerberg said he was "quite optimistic" about AI’s futu

Ciena Corporation (NYSE:CIEN) is positioned to benefit from the growing importance of optical networking as artificial intelligence infrastructure expands. As AI data centers scale, the need to move massive volumes of data between GPUs, servers, and data centers is driving demand for faster and higher-bandwidth optical connectivity. Wall Street’s view on Ciena has shifted sharply. […]
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