Market news
Crypto, stocks, forex and macro, aggregated for traders.
Global Stocks Surge as Traders Rotate Back into AI and Semiconductors
World stocks rallied on renewed enthusiasm for AI and semiconductor stocks, shrugging off higher oil prices and rising bond yields.
Nvidia Ships Vera Data Center CPU, Competing with Intel and AMD
Nvidia has begun shipping its new Vera data center CPU, marking a move beyond GPUs into direct competition with Intel and AMD in the AI server market.
Brookfield Infrastructure Announces Simplification; BIP Units to Exchange for Shares
Brookfield Infrastructure Partners announced a corporate structure simplification, with BIP units to be exchanged one-for-one for BIP shares. Special meetings for BIP and BIPC holders are set for October 14, with completion expected in Q4 2026.
Super Micro Computer surges nearly 20% on $60B in new orders
Super Micro Computer (SMCI) shares jumped nearly 20% after the company reported receiving about $60 billion in new orders last quarter. Revenue is expected to grow roughly fivefold year-over-year.
EQT Corp Q2 2026 Adjusted EPS Misses Estimates, Provides Outlook
EQT Corp reported Q2 2026 adjusted EPS of $0.39, missing the $0.42 estimate, with sales volume of 634 Bcfe. The company provided Q3 and full-year sales volume outlooks and capex guidance.
Balchunas: Tech ETF Inflows Top $100B as AI-Fund Wave Looms
Bloomberg ETF analyst Eric Balchunas expects a surge in AI, semiconductor and memory-themed ETF launches, pushing tech ETFs past 500 and year-to-date inflows beyond $100 billion.
China State-Backed Funds Intervene to Stabilize A-Shares After Tech Selloff – BNY
BNY's Geoff Yu notes that Chinese regulators and state-backed funds have stepped in to support A-shares following global tech deleveraging.
KKR Real Estate Finance Trust Q2 EPS -$1.95, Posts Distributable Loss; Forms Strategic Review Committee
KKR Real Estate Finance Trust reported a Q2 EPS loss of $1.95 and a distributable loss of $0.58 per share. The board formed a strategic review committee to explore alternatives and repurchased 1.4 million shares in July.
Capital One Q2 2026: Revenue Jumps 27% to $15.9B, Adj. EPS $5.81
Capital One reported Q2 2026 net revenue of $15.9B (+27% Y/Y) and adjusted EPS of $5.81, above the prior quarter's $5.48. Net interest margin came in slightly below estimates at 8.01%.
Dow Jones Rebounds 340 Points on Earnings, Ends Three-Day Slide
The Dow Jones Industrial Average gained about 340 points (0.7%) on Tuesday, snapping a three-day losing streak, as earnings reports lifted sentiment amid geopolitical tensions.
Eli Lilly Bulls Eye $1074–$1003 Support Zone
Eli Lilly (LLY) is under bullish watch as traders focus on the $1074–$1003 support zone, indicating potential upside momentum for the healthcare stock.
Charles Schwab Q2 Profit Tops Estimates as Client Assets Surge
Charles Schwab reported Q2 adjusted earnings of $1.62 per share, beating the $1.55 estimate. Revenue came in at $7.07B above expectations, and total client assets rose 22% to $13.08T.
Northrop Grumman Q2 2026 EPS Beats, Raises Full-Year Guidance
Northrop Grumman reported Q2 2026 earnings of $7.68 per share, beating estimates of $6.82. Revenue came in at $10.88B vs. $10.81B expected. The company also raised its full-year adjusted EPS and sales guidance.
Hasbro Q2 2026 Revenue and EBITDA Beat Estimates, Raises FY Outlook
Hasbro reported Q2 2026 net revenue of $1.14 billion, beating estimates of $1.07 billion, and adjusted EBITDA of $330.4 million, above the $297.3 million estimate. The company raised its full-year adjusted EBITDA forecast to $1.45-$1.58 billion from $1.40-$1.45 billion.
GM Beats Q2 Estimates, Raises Full-Year Guidance
General Motors reported Q2 2026 adjusted EPS of $3.57, beating the estimate of $3.19, and raised its full-year earnings and EBIT guidance. The automaker also declared a quarterly dividend.
Supportive AI Developments Boost Chip Stocks
Chip stocks get tailwinds from positive AI developments, while the UK's new Chancellor is seen as a safe pair of hands but fiscal direction remains unclear. The US continues its strikes on Iran for a tenth consecutive day.
US Stock Futures Climb on Diplomatic Signals of Eased Middle East Tensions
Dow Jones, S&P 500, and Nasdaq 100 futures rose during European trading on Tuesday as diplomatic signals pointed to a possible de-escalation in Middle East tensions.
Asia Stocks Rebound as Semiconductor Shares Recover
Asian equities bounced back, led by semiconductor stocks that found a footing after a period of heavy losses, amid a quiet macro week.
Monarch Casino Q2 Earnings Beat Estimates
Monarch Casino reported Q2 earnings of $1.78 per share, surpassing the Zacks Consensus Estimate of $1.75 and up from $1.44 a year ago. Revenues also topped estimates.
Novartis Q2 2026 Earnings Beat on Revenue and EPS, Reaffirms Guidance
Novartis reported Q2 2026 net sales of $14.41B (est. $13.94B) and core EPS of $2.41 (est. $2.16). The company reaffirmed its full-year 2026 guidance.
QQQ Elliott Wave Pattern Suggests Further Decline to 684
A short-term Elliott Wave analysis of the Nasdaq 100 ETF (QQQ) indicates a continuing correction from the June 3, 2026 all-time high, with the next target zone set at 684 based on Fibonacci extensions.
Ecopetrol Reports Cybersecurity Incident, No Data Breach or Operational Impact
Colombian oil company Ecopetrol disclosed a cybersecurity incident affecting file downloads, but confirmed no user credentials or data integrity were compromised and operations remain unaffected.
Steel Dynamics Q2 Revenue Beats Estimates, EPS Tops Forecast
Steel Dynamics reported Q2 revenue of $6.09B, beating estimates of $5.57B. Net income was $530.8M with EPS of $3.69, above the $3.64 consensus. Management remains confident in strong domestic steel and aluminum demand through 2027.
Gauzy Proposes Debt Settlement in Israeli Court, Secures $7M PIPE Investment
Gauzy has proposed a debt settlement in an Israeli court to repay all creditor claims, with court approval expected within weeks. The company also signed a binding term sheet for a $7 million PIPE investment led by CEO Eyal Peso and Chutzpah Holdings to support restructuring.