Digital Realty Trust (DLR) Forms Türkiye Venture. Does Secured Power Justify the Commitment?
Digital Realty Trust, Inc. (NYSE:DLR) announced a joint venture with Rönesans Infrastructure on September 14 to develop and operate data centers in Türkiye.
Brad Gerstner Says Latest 'Negativity' Around AI is 'Political Agenda'; See His 2 New AI Stock Picks
AI investors are weighing warnings from technology executives about the safety risks posed by the rapid advancement of artificial intelligence.
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Exodus Movement (EXOD) Grows Payment Volume with Fewer Active Cards. Is Usage Improving?
Exodus Movement, Inc. (NYSEAMERICAN:EXOD) reported on September 11 that August payment-processing gross transaction volume reached $356.8 million, up from $338.0 million in July.
Nvidia’s CUDA-Q Logical Extends Its Quantum Software Moat, But the Hardware Timeline Remains Uncertain
Nvidia Corporation (NASDAQ:NVDA) has expanded CUDA-Q with a new orchestration layer designed for fault-tolerant quantum computing.
Bernstein Flags CoreWeave as Most Exposed to an AI Training Slowdown
Comments from Anthropic CEO Dario Amodei and OpenAI CEO Sam Altman calling for a more measured approach to frontier AI development contributed to a sharp selloff across neoclouds and data center stocks...
SpaceX Said $100 Billion Is Within Reach, Its Cash Flow Tells Another Story
Space Exploration Technologies Corp. (NASDAQ:SPCX) is increasingly confident it can reach a $100 billion annual revenue run rate by year-end.
Logistic Properties of the Americas (LPA) Wins $145 Million Sale Approval. Can Mexico Replace Peru Income?
Logistic Properties of the Americas (NYSEAMERICAN:LPA) moved closer to selling Parque Logístico Lima Sur after Peru’s antitrust authority, INDECOPI, approved the transaction on September 11.
Roblox (RBLX) Plans Standalone Games. Can its Business Expand Beyond its App?
Roblox Corporation (NYSE:RBLX) announced on September 11 that creators will be able to distribute games as standalone applications across mobile devices, computers, and consoles, while continuing to use...
Iren’s CEO Says Demand Is Strong, The Financials Says It’s Complicated
Iren Limited (NASDAQ:IREN) CEO Daniel Roberts has presented a detailed, data-backed argument that demand for AI compute remains fundamentally constrained by limited supply, irrespective of the debate ...
The Elmet Group (ELMT) Announces $450 Million Commitment. Can Tungsten Expansion Deliver Profits?
The Elmet Group Co. (NASDAQ:ELMT) announced a $450 million committed Department of War investment on September 14 and closed the initial $200 million financing that day.
Public and Private Nuclear Companies Meet Institutional Investors at the StoneX Nuclear Innovation Summit, September 23-24
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Boyd Group (BGSI) Approves Buybacks. Can Acquisitions and Capital Returns Coexist?
Boyd Group Services Inc. (NYSE:BGSI) is adding repurchases to a capital allocation strategy built around collision-repair consolidation.
GMR Solutions (GMRS) Targets $28 Million in Interest Savings. How Much Comes from Cheaper Debt?
GMR Solutions Inc. (NYSE:GMRS) disclosed on September 11 that its subsidiary, Global Medical Response, Inc., secured binding commitments to reprice its first-lien term loan.
Takeda Pharmaceutical (TAK) Gets Priority Review. Can Zasocitinib Win in Psoriasis?
Takeda Pharmaceutical Company Limited (NYSE:TAK) announced on September 14 that the FDA accepted its New Drug Application for zasocitinib under priority review for adults with moderate-to-severe plaque...
Aon’s $17 Billion USI Deal: What Hedge Fund Sentiment Says About AON and KKR
Aon Plc (NYSE:AON) confirmed on August 31 that it will buy USI Insurance Services from KKR & Co. Inc. (NYSE:KKR) for $17.0 billion in an all-cash deal funded by new debt.
Polestar (PSNY)'s US Exit Just Showed Up in its Guidance
Reuters reported that Polestar Automotive Holding UK PLC (NASDAQ:PSNY) cut its full-year 2026 delivery forecast on September 3, noting the fallout from being barred from selling its newer vehicles in ...
Jim Cramer on Tesla (TSLA): "My Only Solution to It Is That SpaceX Has to Buy It"
On September 14, a caller asked for Mad Money’s host Jim Cramer’s thoughts on Tesla, Inc. (NASDAQ:TSLA). He replied: It's at $358. I don't know. I mean, I think that it got some approval in China.
Apple (AAPL) Faces a $2.7 Billion UK Lawsuit over its App Tracking Rules
On September 3, 2026, Reuters reported that Apple Inc. (NASDAQ:AAPL) is facing a £2 billion ($2.7 billion) lawsuit filed at London's Competition Appeal Tribunal on behalf of app developers.
Lululemon (LULU) Cuts its Outlook Again Just as a New CEO Walks through the Door
On September 4, 2026, Reuters reported that lululemon athletica inc.
Rackspace’s Nvidia Partnership Sparks Early Rally, But a $2.8 Billion Debt Load Remains
Rackspace Technology, Inc. (NASDAQ:RXT) shares climbed more than 6% after the company announced that it was joining Nvidia’s Cloud Partner Program.
Meta (META) Overhauls Instagram and Facebook for Teens after its $17 Billion Settlement
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A Deadly Amazon (AMZN) Cargo Plane Crash in Miami Puts its Air Network Under Scrutiny
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SpaceX (SPCX)'s Space Data Center Dream Runs into Four Very Earthly Problems
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BioCryst (BCRX) Turns its First Profit and Now Wants to Go Shopping for Rare Disease Drugs
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Stellantis (STLA) and Ford (F) Bet Gas Engines Can Fix America's EV Range Anxiety
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AstraZeneca (AZN) Wins FDA Approval for its Breast Cancer Pill After Regulators Voiced Doubts
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Eli Lilly (LLY) Gets a Big Price Target Boost, Analysts See 20% Upside
On September 15, Berenberg upgraded its rating on Eli Lilly and Company (NYSE:LLY) from Hold to Buy and lifted its price target from $1,220 to $1,400.
Novo Nordisk (NVO) and Eli Lilly (LLY)'s Weight-Loss Drugs Still Work at Smaller Doses, Study Finds
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ETSY Gets a Bullish Upgrade: What Investors Should Know
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Nike (NKE) Is Down 40% YTD: Will the Turnaround Strategy Work?
On September 15, Telsey Advisory Group cut its price target on NIKE, Inc. (NYSE:NKE) from $47 to $44 and maintained its Market Perform rating on the stock.
Novartis (NVS) and Ionis (IONS)' Big Cholesterol Bet Comes Up Short in Late-Stage Trial
On September 5, 2026, Reuters reported that pelacarsen, an experimental drug from Novartis AG (NYSE:NVS) and partner Ionis Pharmaceuticals, Inc.
A Struggling Rival Shows Just How Hard it is to Challenge Tesla (TSLA)'s Semi Truck
In a report published September 4, 2026, the Wall Street Journal said Windrose Technology, a Chinese-European startup once dubbed the biggest challenger to Tesla, Inc.
Tesla (TSLA)'s Driverless Cybercab Draws a Federal Safety Probe Right Out of the Gate
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Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
VinFast (VFS)-Backed Taxi Firm GSM Plots a US and European Push ahead of its Hong Kong IPO
On September 3, 2026, Reuters reported that Green and Smart Mobility (GSM), the Vietnamese electric taxi operator linked to VinFast Auto Ltd.
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