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The fashionable trade is still AI compute. The sturdier question is what happens after everyone agrees to spend trillions on infrastructure: somebody must supply the power, cooling, and network plumbing.
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Allot's carrier relationships give its cybersecurity business a practical route to grow through additional services, customer segments, and geographies. There are also some potential cross-selling opportunities to its network-intelligence customers. As such, I think their revenue mix is still in flux in many ways, but one thing appears to be consistent. Their recurring revenues keep increasing YoY.
U.S. Treasury Secretary Scott Bessent challenges the market to doubt the yen's room to run, as it continues its march higher post-intervention.
Treasury Secretary Scott Bessent has never been accused of being a wallflower, but speaking in front of Southern Methodist University's business school on Tuesday night he made perhaps the most strident comment of his governmental career.
Oil prices advanced on Thursday after the U.S. said it destroyed five Iranian crude oil vessels.
Washington announced it would ban imports of Canadian motorbikes as well as many dairy and alcohol products from Sept. 29. Canada on Monday brought in what it called "dollar for dollar" retaliatory tariffs on CA$27.6 billion of U.S. imports, targeting hundreds of products including furniture, household appliances, beauty products, clothing, agricultural equipment and more.
A weak yen benefits Mitsui O.S.K. Lines because much of the Japanese shipping giant's revenue is earned in U.S. dollars, Chairman Takeshi Hashimoto told CNBC.
Europe's second-highest court on Wednesday sided with EU antitrust regulators which blocked Booking Holdings' €1.63 billion ($1.9 billion) ETraveli acquisition three years ago, as they rejected the U.S. online travel company's arguments.
Archer-Daniels-Midland is positioned to benefit from an emerging agro-commodity supercycle, supported by macro tailwinds like a weakening DXY and rising fertilizer prices. ADM's aggressive cost-saving initiatives ($500–$750 million), brownfield expansions, and operational fixes are set to drive margin expansion and operating leverage. The company's robust balance sheet, disciplined capital allocation, and a 50+ year dividend growth streak provide strong downside protection and shareholder returns.
Anna Edwards, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." Chapters: 00:00:00 - MLIV 00:00:08 - I am the House: Scott Bessent on Betting Against the Japanese Yen 00:01:40 - Commodity Bull Run 00:02:53 - Brent Crude Price Nearing $100/Barrel -------- More on Bloomberg Television and Markets Like this video?
Britain's Goodwin said on Wednesday it was in advanced talks with U.S.-based private equity firm Cerberus Capital to sell parts of a division that houses its defence assets for £1.1 billion ($1.49 billion).
U.S. security agencies accused six Chinese AI companies of systematically exploiting American models to train their own systems.
The US has revealed plans to outlaw imports of Canadian alcoholic drinks as part of an escalation of their trade war.
This year, US fiscal and monetary policy news stepped up to ensure the month was anything but quiet. The US federal deficit took center stage as it crossed the $40 trillion threshold for the first time.
President Trump and China's Xi Jinping will face off in Washington D.C. on Sept. 24.
Iraq wants to increase its oil output quota as OPEC and its allies conduct a review of member capacity to determine how much they can produce next year, Bloomberg News reported on Wednesday citing people familiar with the matter.
US forces destroyed five Iranian tankers carrying crude oil on Tuesday following two attempts to hit a US Navy warship with ballistic missiles in as many days, Central Command said. Brent oil moved closer to $100 a barrel after the US struck Iranian tankers near the Kharg Island export hub and in the Gulf of Oman.
The British pound has gained against many of its peers in the year to date, though strength from earlier has begun to fade. Traders thought the Bank of England may be pushed to hike interest rates in response to an inflationary shock from the Iran war, but the central bank is now seen as more dovish than those in the euro area and the U.S.
U.S. equity markets were mostly mixed this week, with modest gains in the major benchmarks masking weakness across several sectors. Two of the most significant government-led nuclear energy programs are illustrating how quickly the advanced nuclear field is expanding.
China's consumer and factory-gate prices rose in August, fueled by energy-market jitters tied to renewed tensions in the Middle East.
The producer price index increased 3.8%, exceeding economists' forecast for a 3.6% gain and outpacing July's 3.5%, the weakest in three months. Consumer prices rose 0.8% in August from a year ago, in line with economists' estimates in a Reuters poll, and accelerating from July's 0.5% gain.
NEW YORK, Sept. 9, 2026 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Capricor Therapeutics, Inc. (NASDAQ: CAPR) between December 17, 2025 and July 26, 2026, inclusive (the "Class Period"), of the important September 28, 2026 lead plaintiff deadline.
Upstart NASDAQ: UPST CEO Paul Gu said the company is concentrating its efforts on expanding its core personal loan business, which he described as the company's most differentiated and highest-margin product. Gu said the segment's growth accelerated in the second quarter, with core personal loan growth reaching roughly 3.5 times the growth recorded across the prior three quarters combined.
LONDON, Sept. 09, 2026 (GLOBE NEWSWIRE) -- StoneX Group Inc. (NASDAQ: SNEX) today announced that City Index, one of UK's most established trading brands, is relaunching as StoneX Trading.
Core & Main, Inc. (NYSE:CNM) will release its second quarter earnings report before the opening bell on Wednesday, Sept. 9.
Altria remains attractively valued with a high 6.45% dividend yield and a constructive technical setup, despite recent volatility. MO's Q2 results were mixed, but management raised the lower end of FY 2026 EPS guidance and announced a dividend hike. The new manufacturing agreement with Philip Morris leverages MO's production capacity and could optimize import/export operations starting in 2027.
NuScale's 70% decline has made the stock more attractive. NuScale's $1.9 billion cash position provides significant financial flexibility.
The buyout group named TPG executive Todd Sisitsky and company insider Peter Rutland as co-chiefs as it outlined its leadership succession plan.
With U.S. stock futures trading mixed this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:
Archer is acquiring three Boeing subsidiaries in a move to both strengthen its foundations and diversify its operations. Boeing will have a 16.75% equity stake in Archer after the deal is completed.
Rivian Automotive NASDAQ: RIVN said early customer and media feedback for its R2 electric SUV has been strong as the company ramps production and works toward broader autonomy capabilities, including supervised point-to-point driving later this year and an eyes-off system targeted for 2027.