The increase rewards shareholders while Microsoft continues funding a rapidly expanding cloud and AI platform
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Shares of aircraft leasing company FTAI Aviation (NASDAQ:FTAI) jumped 6% in the morning session after the company authorized a new $500 million share repurchase program, signaling confidence in its balance sheet and ordinary shares. According to a company press release, FTAI Aviation’s board approved a repurchase plan covering up to $500 million of outstanding ordinary shares, with the program set to end on the earlier of full completion of the buybacks or September 30, 2029. The company said it
Axelera gives Dell a lower-power accelerator choice without creating disclosed orders or guaranteed revenue.

Wall Street is moving toward 24-hour on-chain stock trading, and the SEC roundtable on September 17 puts Ethereum and Solana on a collision course for the biggest infrastructure contract in financial history.

I've been refining my investing process for years, and this is what I do right now.

Salesforce boasts an 18% net margin and $14.4 billion in free cash flow, while Figma races towards profitability at 41% revenue growth, a classic clash of proven cash generation versus explosive expansion.
Middle East tensions are driving oil prices and tanker rates higher. Here are the ETFs benefiting.

UBS upgraded Union Pacific to a buy rating Wednesday, expecting another year of strong volume growth. Also, a potential merger with Norfolk Southern could support an "attractive upside." The firm's analysis of key markets suggests 3.5% volume growth in 2027, while intermodal and merchandise pricing compared with the truckload market points to a strong tailwind.

Circle Internet Group, Inc. (NYSE:CRCL), issuer of the dollar-backed USDC stablecoin, announced on September 8 an agreement to acquire Singapore-based Tazapay, which serves payment providers and financial institutions. Circle Internet Group, Inc. (NYSE:CRCL) agreed to pay approximately $400 million in Class A common stock, subject to adjustments for debt, cash, and transaction expenses. Separately, the […]

Qualcomm (QCOM) throws off free cash worth 5.2% of its market value each year, against 4.4% for the median S&P 500 company. A yield above the median means one of two things: a bargain or a business the market expects to shrink. Here it is mostly the second: the cash comes from smartphone chips, and Apple is leaving.

Netflix (NFLX) has fallen about 35% over the past year, while the S&P 500 returned about 17%. The complaint is simple. Sales growth is slowing, and management will not show the quality metrics it leans on. That case misses the engine under per-share earnings, a wider margin, and a shrinking share count.
The networking company also expects adjusted operating margins of 32% to 35% and free cash flow margins of about 20% by fiscal 2029.
Dell Stock Gets Fresh Boost From Goldman's $1.3 Trillion AI Server Forecast

Best Buy recently gave shoppers an early look at the past holiday season by rolling out immersive in-store experiences featuring advanced gaming setups, next-generation TVs, Meta devices, and other new tech categories across its stores and online channels. The retailer also enhanced its My Best Buy Plus and Total memberships with richer rewards and season-long savings events, underscoring how service, loyalty, and experiential retail are becoming central to its technology sales model. We’ll...

RH, Birkenstock, and Capri Holdings shares have all declined this year despite revenue growth, as investors weigh luxury brand strength against tariffs, debt, and shrinking margins.

Elisa de Martel, who left her position as chief financial officer at Alphabet's autonomous vehicle company Waymo in January, will be based out of Silicon Valley.
NVIDIA's AI infrastructure scale and profitability contrast with SoundHound's rapid growth, narrowing losses and smaller voice AI focus.

NWL's turnaround gains traction as sales return to growth, 2026 guidance rises and innovation and distribution gains bolster key brands.
Barclays analyst Glen Santangelo raised the stock to Overweight from Underweight and lifted his target to $8 from $4.

The cybersecurity company reported a significant insider sale as shares head towards a 52-week high.
Jim Cramer is calling Salesforce's massive buyback a stroke of genius, but today's price action tells a more complicated story about whether the software giant's rough stretch is truly behind it.

GE Vernova's CEO just told a Morgan Stanley conference that the company's most-watched backlog milestone arrives sooner than Wall Street assumed, and the ripple through Eaton and Quanta Services reveals how much of the grid trade hangs on a single demand signal.

Centene's diversified market presence, cash generation and recent share gains give it an edge over Oscar Health as ACA insurers target long-term growth.

Bitcoin miners turned AI hosts are surging together in a session with no news driving any of them, and that gap between the cohort and the broader data center basket reveals exactly what kind of trade is actually happening here.

Micron and Sandisk look like two memory stocks to buy, given the current market dynamics.

FEI's fiscal Q1 earnings per share grows year over year, fueled by stronger satellite and defense demand. Backlog and margins improved sharply, and management reiterated its fiscal 2029 targets.

Altria and British American Tobacco both flood retirement accounts with cash, but the tobacco giant pulling ahead on growth, valuation, and smokeless momentum is not the one with 60 consecutive dividend raises.

A 15-year scorecard just revealed how badly active dividend fund managers fared against a passive benchmark, and the results raise a pointed question about whether the most popular dividend ETF belongs in your portfolio right now.
Goldman Sachs Asset Management has sized its latest flagship buyout fund, in part, to remain within reach of strategic buyers, the firm’s global co-head of private equity told PitchBook. Speaking Tuesday after the close of West Street Capital Partners IX, which raised $9.6 billion of commitments, Michael Bruun said that targeting companies with enterprise values of $500 million to $3 billion ensures those businesses remain within reach of corporate acquirers even if they double or triple in size
