Headlines

UK inflation holds at 3.8% in August, in line with expectations

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China keeps tight grip on rare earths, costing at least one company 'millions of euros'

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Fed set to cut rates, but forecast for rest of 2025 is key to markets with politics clouding the picture

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The world's 3 richest people are worth a combined $1 trillion — about as much as Warren Buffett's Berkshire Hathaway

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Graco Inc. (GGG): A Bull Case Theory

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Trimble Inc. (TRMB) Affirms Focus on Growing Software and Recurring Revenues

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Tesla’s (TSLA) Market Leadership Supports Morgan Stanley’s Bullish $410 Target, Buy Reiterated

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Crowdstrike Holdings Inc. (CRWD) Partners with Amazon on Falcon Go

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Bank of America Reiterates Eli Lilly (LLY) Buy on GLP-1 Growth Momentum

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Toast Inc. (TOST) Poised for AI Innovation and International Expansion

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KBW Reaffirms JPMorgan (JPM) Outperform, Citing Earnings Momentum and Scale Advantages

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Stronger Growth Prompts Goldman to Upgrade Oracle (ORCL) to Buy, Target Raised to $410

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PagerDuty’s (PD) Q2 Results Impress amid Heightened AI Adoption

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Netflix’s (NFLX) Seasonal Tailwinds and Pricing Power Justify Bernstein’s Buy Rating

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Guggenheim Asserts GitLab’s Inc. (GTLB) ‘Buy’ Rating, Downplays AI Risks

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Teradyne (TER) Integrates AI to Accelerate Growth in Test Business

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Apple’s AI Roadmap, Product Launch Support BofA Buy Rating, Target Raised to $270

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Susquehanna Reiterates Broadcom (AVGO) Buy Rating, $400 Target on AI Solutions Growth

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Meta Platforms Inc. (META) Staring at FTC Probe over AI Chatbots

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Alphabet (GOOGL) Buy Rating Reaffirmed by Goldman Sachs, Citing Cloud and AI Momentum

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Absci Corporation Taps Advanced Micro Devices Inc. (AMD) Chip for AI Drug Discovery Platform

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Bernstein SocGen Downplays Stablecoin Competition Risks on Circle Internet Group (CRCL)

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Analysts Stay Bullish on Nvidia (NVDA) Despite Rising Competitive Pressures from China

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Cantor Fitzgerald Reiterates Neutral Rating on Shopify (SHOP) Amid 103% Rally and Strong Cross-Border Growth

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Bitwise Files for Avalanche ETF Ahead of US XRP, Dogecoin Fund Debuts

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I just got a job after being unemployed for a year — should I put 50% of my salary into my 401(k) to catch up?

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Amazon Mexico Expands Fr8Tech Partnership For Real-Time Tracking

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Retail sales show US consumer spending holds up, but 'almost everyone' is looking for deals

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Investors haven't been this bullish on stocks since February

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Google Adds Stablecoin Support to New AI Payment System, Partners with Coinbase and Ethereum

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2 Multitrillion-Dollar "Magnificent Seven" Stocks With 19% and 31% Upside, According to Certain Wall Street Analysts

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Is now a good time to take out an FHA loan?

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Seadrill Limited (SDRL): A Bull Case Theory

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XPEL, Inc. (XPEL): A Bull Case Theory

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Axalta Coating Systems Ltd. (AXTA): A Bull Case Theory

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BHP Group Limited (BHP): A Bull Case Theory

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Innovex International, Inc. (INVX): A Bull Case Theory

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Pegasystems Inc. (PEGA): A Bull Case Theory

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Telesat Corporation (TSAT): A Bull Case Theory

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Block, Inc. (XYZ): A Bull Case Theory

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The Fed is set to cut interest rates. Here are the risks

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Rio Tinto Group (RIO): A Bull Case Theory

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USDC Issuer Circle Takes Stake in Hyperliquid with First HYPE Token Investments

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Celsius Holdings, Inc. (CELH): A Bull Case Theory

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Hims & Hers Health, Inc. (HIMS): A Bull Case Theory

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Lockheed Martin Corporation (LMT): A Bull Case Theory

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Lam Research Corporation (LRCX): A Bull Case Theory

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Remitly Global, Inc. (RELY): A Bull Case Theory

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Regal Rexnord Corporation (RRX): A Bull Case Theory

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Valaris Limited (VAL): A Bull Case Theory

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