
Poland’s reclassification as a developed economy from an emerging market opens it up for investment by many more investors.
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Poland’s reclassification as a developed economy from an emerging market opens it up for investment by many more investors.

The Trump administration is determined to bring manufacturing activity back to the U.S., and tariffs are one of its important tools. In mid-August, President Donald Trump announced a 100% tariff on certain drones and their components to take effect on Sept. 3, 21 days later. “We view the move as positive for domestic producers,” wrote Jefferies analyst Sheila Kahyaoglu at the time, noting that AeroVironment AEVEX Teledyne Technologies Redwire Kratos Defense & Security Solutions and Elbit Systems could benefit.

Hewlett Packard Enterprise's Q3 earnings and revenues beat estimates as AI, networking and server demand surge, driving record backlog and higher fiscal 2026 guidance

After losing a real bid for a major media company, Netflix now sits on a shortlist of four potential acquisition targets, but regulatory walls, controlling shareholders, and astronomical price tags eliminate most of them before the conversation even starts.
Investing.com -- Jefferies has launched coverage on several nuclear companies, forecasting roughly $55 trillion of nuclear-related capital spending through 2100 as data center power demand, wider electrification and climate stress on aging plants drive a decades-long investment cycle.

Unusual Machines, AeroVironment other drone stocks advance as Trump's tariffs on drones and parts formally go into effect.

Microsoft is rejiggering its financial reporting—and while some of the changes will lead to more transparency, others will do the opposite. On the bright side, after years of complaints by investors, Microsoft will finally report revenue in actual dollars for Azure, its flagship cloud platform and primary growth engine. After the market closed on Wednesday, it also released Azure revenue figures for the last eight quarters, under a newly narrowed definition of Azure that no longer includes certain coding tools, security software and specialized apps.

Score one to Nvidia The chip company emerged as the clear winner over rival Broadcom when it comes to the market reaction to their latest earnings report. It’s not that there was much wrong with Broadcom’s earnings. Nvidia’s projections were well ahead of what Wall Street analysts had penciled in.

Nvidia will pay roughly $13 billion to acquire the open-weight AI platform Hugging Face, the company confirmed on Thursday.

Brady (NYSE:BRC) reported record revenue and adjusted earnings per share for fiscal 2026, its sixth consecutive year of record earnings, as printer and specialty adhesive-material sales supported organic growth and margin expansion. The company also outlined its first full-year outlook following the

The odds that the Federal Reserve will hike rates at its September meeting fell to 48% from 63% just yesterday, according to CME FedWatch. Federal Reserve Gov. Christopher Waller said he's open to holding rates steady, driving the downturn in the probability of a September hike.

Hewlett Packard Enterprise lifts fiscal 2026 and 2027 targets as enterprise AI demand broadens and networking orders surge beyond available supply.

Broadcom maps AI semiconductor revenues to $115B in fiscal 2027 and $230B in 2028, with supply and data center readiness setting the deployment pace.

Chipotle and its partner intend to open two additional branches in South Korea before the end of 2026.

Payward, the parent company of U.S. cryptocurrency exchange Kraken, has again delayed its initial public offering (...
Broadcom Stock Takes a Hit After Earnings Beat. AI Forecast Fails to Impress Investors

Zscaler Inc. (NASDAQ:ZS) reports fiscal fourth-quarter earnings after the bell Thursday, three months after a cautious outlook triggered a record 31.5% one-day plunge. Shares have since recovered most of that loss. Unlike security companies built around hardware firewalls, Zscaler developed...

Ciena Corporation (NYSE:CIEN) shares rose 4. 3% in premarket trading after the optical networking equipment company reported fiscal third-quarter earnings and revenue above analyst expectations.
Treasury yields dropped to session lows while S&P 500 futures moved higher following the remarks. Traders dialed back expectations for a September rate hike, leaving the odds near a 50-50 toss-up in Fed funds futures and swaps markets.
Investing.com -- Citi has recommended a short position in the U.S. dollar against the Canadian dollar, betting that stretched interest-rate differentials between the two countries will reverse in favor of the loonie as upcoming economic data challenge expectations for U.S. monetary policy.

Altius owns and operates more than 258,000 telecom towers and sites across India, giving it a nationwide footprint.

Moonshot AI has confidentially filed for a Hong Kong IPO that could raise about $3 billion, Reuters reported Thursday, citing people familiar with the matter. The Kimi developer is also in talks with Microsoft Corp. (NASDAQ:MSFT), Amazon.com Inc. (NASDAQ:AMZN) and...

Tesla is holding a an event to showcase its new robotaxi-specific Cybercab model on Thursday. The stock rose about 1.5%.

The chipmaker agreed to pay $11.9 billion to Hugging Face stockholders, plus up to $1 billion in retention awards for employees who join Nvidia

Moby summary of C3.ai, Inc.'s Q1 2027 earnings call

Chipmaker Nvidia is buying artificial intelligence software platform Hugging Face for $12.93 billion. Nvidia CEO Jensen Huang wrote in a blog post Thursday that more than 18 million developers, researchers and creators use Hugging Face to share more than 3 million models, 500,000 data sets and 1 million applications. In July, the data processing systems of Hugging Face were hacked and ChatGPT maker OpenAI acknowledged that its artificial intelligence system was to blame, sending shock waves through the security community amid heightened concerns about the capabilities of powerful AI models.

Yahoo Finance's Josh Lipton takes a closer look at the top stories for investors to watch on Thursday, Sept. 3, including weekly initial jobless claims data and quarterly earnings results from Lululemon (LULU) and DocuSign (DOCU).

A federal judge rejected the DOJ's push to force Google to sell AdX, the same day Alphabet unveiled its third Flash AI model in six weeks
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