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Palantir stock tumbles as Google encroaches on defense AI market
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Google launches Gemini 3.8 Flash Cyber for government security
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September could be cruel for stocks and a great month to buy: Yardeni
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Redburn starts Mettler-Toledo at Sell, sees valuation outpacing growth
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Jefferies sees bottlenecks in critical minerals as electrification demand builds
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Google avoids breakup as judge rejects ad tech sale order
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Trump to meet travel executives from American, Marriott, MGM
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U.S. policy shift on Venezuelan oil raises stakes for production and debt: BofA
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Bank of Canada holds rate as tariffs, oil prices cloud outlook
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Fed’s Williams says bond yields rise amid strong economy, not inflation
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Could Apple’s foldable iPhone be a $14B opportunity? Morgan Stanley weighs in
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BofA downgrades Amrize to underperform, cuts price target on slower growth outlook
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William Blair upgrades GitLab to Market Perform after strong second quarter
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J.P. Morgan cuts NIO to Neutral, slashes price target on weak demand outlook
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U.S. Treasury eyes airlines, maritime and digital assets for Iran sanctions
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Premarket movers: Dell, GitLab surge and MongoDB tumbles
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Berkshire’s Abel says data centers are energy opportunity
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Uber stock gains 2% as tech giant cuts 3,300 jobs in major restructuring
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Exclusive: IBM Ventures backs physics acceleration firm BQP as bookings climb 8x
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Chevron to invest $7 billion in Venezuela after new joint venture deal
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Oil spike, Fed data and 5% yields: - what’s moving markets
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Berenberg launches space coverage, initiates 4 stocks with Buy ratings
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Sovereign debt plummets as inflation fears push yields to multi-year peaks
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Is the ECB’s hawkish shift just beginning to bite? UBS weighs in
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Tesla China sales growth slows to 3.6% in August
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Dropbox stock falls after Bloomberg reports data breach
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Raytheon wins $42.5M Navy air traffic contract
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General Electric wins $2.9B Navy engine contract from DoD
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GitLab’s second-quarter revenue jumps 21% as AI demand drives bookings
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Palo Alto Networks’ quarterly profit jumps as AI security demand accelerates
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MongoDB stock tumbles despite earnings beat on profit-taking
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Putin says Russia open to concrete talks on Ukraine conflict
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BofA cuts PG&E to Neutral as California wildfire reforms fall short
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Evercore upgrades Duolingo, sees strong user growth and earnings upside
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S&P Global shares rise on report of possible CapIQ spinoff
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Exclusive: ESS Tech holders would own 5-10% of combined company under LOI terms
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Anthropic launches Enterprise Frontier Safeguards for Claude
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Apple new CEO Ternus teases "phenomenal" iPhone launch in first memo
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IAEA says status of Iran nuclear programs unknown
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Rosenblatt launches online travel and mobility coverage, favors platform leaders
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Goldman Sachs refreshes conviction lists on both sides of the Atlantic
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U.S. retaliates against IRGC in Iran after Strait of Hormuz attacks
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Vanguard-bound Altruist expands AI platform with financial planning agent
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S&P shares jump report of potential CapIQ spinout
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CrowdStrike expands AI security tools with Google Cloud
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Citi opens downside catalyst watch on Kroger as Walmart price war intensifies
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Why JPM thinks rising bond yields won’t derail the equity rally
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Bessent warns Strait of Hormuz will be “worthless” within 2 years
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Is a U.S. debt crisis really imminent? Yardeni weighs in
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Volkswagen plans to close four German plants by 2034, report says


