• A Weak U.S. Dollar Runs into the Fed: GBP/USD, USD/JPY Primed

    The month of January brought a brisk change-of-pace to many USD markets. But the Fed was noticeably quiet, and that changes today at 2 PM when the FOMC delivers their statement with accompanying press conference following at 2:30 PM.
  • Oracle posts 30% revenue growth fueled by AI cloud demand as debts hits $125 billion

    Oracle posts 30% revenue growth fueled by AI cloud demand as debts hits $125 billion
    Oracle delivered financial results showing 30% revenue growth for the fiscal first quarter, with total revenue reaching $19.35 billion, surpassing LSEG consensus estimates of $19.14 billion. Net income increased substantially, climbing 60% to $4.7 billion compared to $2.93 billion in the comparable prior-year period.
    Cloud revenue demonstrated particularly strong performance, rising 62% year-over-year to $11.6 billion. Cloud infrastructure revenue surged 121%, while cloud application revenue gr
  • Dole’s (DOLE) Revenue Climbs While Fruit Costs Squeeze Profits

    Dole’s (DOLE) Revenue Climbs While Fruit Costs Squeeze Profits
    Dole plc reported mixed second-quarter 2026 results on August 10, with revenue advancing 2.9% to $2.499 billion for the three-month period ending June 30, while profitability metrics diverged. Net income more than doubled to $35.1 million, but Adjusted EBITDA declined 14.8% to $116.8 million, reflecting pressures the company had previously disclosed regarding fruit acquisition expenses.
    The Diversified Fresh Produce – Americas & ROW segment provided the strongest performance, with rev
  • Ameresco’s (AMRC) Data Center Boom Masks A Cash Flow Problem

    Ameresco’s (AMRC) Data Center Boom Masks A Cash Flow Problem
    Ameresco announced second-quarter 2026 results on August 3, highlighting a historically large $1.8 billion in new project awards, with $1.2 billion connected to data center power initiatives. The company’s total awarded backlog reached $6.73 billion, representing 32% growth compared to the prior year period. Power Infrastructure business awarded backlog climbed 65% to $4.4 billion, with five behind-the-meter data center projects in awarded backlog and additional prospects in development s
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  • Acquisitions Are Doing More of the Work in Core & Main’s (CNM) Growth Story

    Acquisitions Are Doing More of the Work in Core & Main’s (CNM) Growth Story
    Core & Main Inc. disclosed its second-quarter results for fiscal 2026 on September 9, demonstrating mixed performance across its operations. The company achieved revenue of $2.145 billion, representing 2.5% growth compared to the prior-year quarter. Adjusted EBITDA reached $274 million with a margin of 12.8%, a 3% increase from the same period in the previous fiscal year. Adjusted diluted earnings per share climbed 8% to $0.94, supported by higher net income and a reduced share count from r
  • Morgan Stanley Direct Lending (MSDL) Holds Its Dividend As Profits Slip

    Morgan Stanley Direct Lending (MSDL) Holds Its Dividend As Profits Slip
    Morgan Stanley Direct Lending Fund reported second-quarter results on August 6, keeping its regular dividend unchanged at $0.45 per share, matching the quarter’s net investment income. However, underlying metrics deteriorated, with net investment income falling to $0.45 from $0.47 in the prior quarter, and net asset value declining from $19.81 to $19.50 per share.
    The company executed several financial maneuvers during and after the quarter. It repurchased 831,486 shares at an average pri
  • Herbalife (HLF) Bets $250M On Its Own Battered Stock

    Herbalife (HLF) Bets $250M On Its Own Battered Stock
    Herbalife Ltd. revealed on September 8 that its board had authorized a $250 million share repurchase program to be executed over the subsequent three years. The company’s chief financial officer characterized the initiative as demonstrating management’s confidence in the business and its ability to simultaneously invest in operations while distributing capital to shareholders.
    The company’s second quarter results, released August 5, showed net sales of $1.3 billion, representi
  • Edgewell’s (EPC) Margins Slip Even As North America Rebounds

    Edgewell’s (EPC) Margins Slip Even As North America Rebounds
    Edgewell Personal Care released third quarter fiscal 2026 results for the period ended June 30, demonstrating mixed performance across its business segments. Net sales reached $570.1 million, representing a 1.7% increase year-over-year, with organic net sales climbing 1.1%. The company’s North America segment showed signs of recovery with organic sales growth of 3.0%, driven by volume gains in Sun, Skin Care, and Grooming categories attributed to improved execution, expanded distribution,
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  • AI Stocks Fell, but Workday and Adobe Jumped. A Favorite AI Disruption Trade Just Flinched

    AI Stocks Fell, but Workday and Adobe Jumped. A Favorite AI Disruption Trade Just Flinched
    Software stocks diverged from chip performance on September 14, with Workday and Adobe each rising between 2.5% and 3% while semiconductor equities fell following industry commentary advocating slower development of frontier artificial intelligence systems.
    The market dynamic reflected a shifting narrative around AI’s impact on incumbent software providers. Rather than asking whether advanced models would render existing platforms obsolete, investors considered whether a deceleration in c
  • Brent Rises as Diesel Crunch Tightens Market. Forecast as of 15.09.2026

    Brent Rises as Diesel Crunch Tightens Market. Forecast as of 15.09.2026
    The fundamentals behind the oil market continue to deteriorate. The supply shortage is growing, and prices are rising in response. Meanwhile, record-high diesel prices and Saudi Arabia's shutdown of the East-West pipeline are fueling the Brent rally. Let's analyze the situation and develop a trading plan.Major Takeaways Record-high diesel prices are pushing Brent higher. Saudi Arabia has shut down a key pipeline. Donald Trump's statements carry little weight. Long positions on Brent can be opene
  • Ripple (XRP) Price Forecast & Predictions for 2026, 2027, 2028–2030 and Beyond

    Ripple (XRP) Price Forecast & Predictions for 2026, 2027, 2028–2030 and Beyond
    XRP (Ripple) is one of the most well-known cryptocurrencies in the market. Powered by RippleNet and the Ripple Protocol Consensus Algorithm (RPCA), it enables fast, low-cost transactions without the need for mining.In contrast to Bitcoin, Ripple relies on trusted nodes, which results in a faster and more cost-effective system. XRP acts as a medium of exchange for various currencies, ensuring liquidity across the network.This article explores XRP's price forecasts for the coming years and examine
  • Pattern Day Trader (PDT) Rule Explained

    Pattern Day Trader (PDT) Rule Explained
    For many years, the PDT rule was a major headache for day traders in the United States. The Pattern Day Trader (PDT) regulatory framework is applied to certain brokerage accounts, and the rule was introduced in 2001. A day trader is a market participant who opens and closes positions within a single trading day. In this context, an intraday trade means buying and selling the same asset within a single trading session.Once a broker designated an account as a PDT account, a minimum equity requirem
  • Short-Term Analysis for Oil, Gold, and EURUSD for 15.09.2026

    Short-Term Analysis for Oil, Gold, and EURUSD for 15.09.2026
    Welcome, my fellow traders! I have prepared a price forecast for US Crude, XAUUSD, and EURUSD using a combination of the margin zones method and technical analysis. Based on the market analysis, I suggest entry signals for intraday traders.The euro has broken through the support zone B at 1.1585–1.1572.Major Takeaways USCrude: Oil is trading within a short-term uptrend and is rising from the support zone A at 96.45–96.01. XAUUSD: Gold is attempting to pierce the Gold Zone of 4,286&nd
  • US Dollar Rally Gains Momentum as Markets Price in Hawkish Fed. Forecast as of 15.09.2026

    US Dollar Rally Gains Momentum as Markets Price in Hawkish Fed. Forecast as of 15.09.2026
    Markets are increasingly pricing in a 92% probability that the Fed will tighten monetary policy in September. The shift in expectations has pushed the 10-year US Treasury yield to 5% for the first time since 2023, while also providing fresh support for the US dollar. Let's discuss this topic and make a trading plan for the EUR/USD pair.Major Takeaways The US administration is prepared to tolerate rising interest rates. The yield on 10-year Treasuries has reached 5%. The correlation between the d
  • Short-Term Analysis for BTCUSD, XRPUSD, and ETHUSD for 15.09.2026

    Short-Term Analysis for BTCUSD, XRPUSD, and ETHUSD for 15.09.2026
    Dear readers,I've prepared a short-term forecast for Bitcoin, Ripple, and Ethereum based on Elliott Wave analysis.Major Takeaways BTCUSD: The price continues to rise in a bullish correction (B). Consider long positions with a Take Profit at 82,336.26. XRPUSD: The asset continues to rise in impulse [C] of XX. Consider long positions with a Take Profit at 1.694. ETHUSD: The rise in the fifth part of a bullish impulse continues. Consider long positions with a Take Profit at 2,663.34.Elliott Wave An
  • World’s largest contract chipmaker TSMC sees August revenue surge over 53% to record high

    World’s largest contract chipmaker TSMC sees August revenue surge over 53% to record high
    Taiwan Semiconductor Manufacturing Co. announced record monthly revenue for August, posting $16.35 billion in sales compared to the prior year’s equivalent period. The figure represented a 53.3% increase year-over-year and a 10.1% rise from the preceding month, marking the fourth consecutive month of revenue growth for the world’s largest contract chipmaker.
    The company’s strong performance reflected continued robust demand for chips used in artificial intelligence application
  • Macy’s posts strong results, raises guidance as turnaround begins to take hold

    Macy’s posts strong results, raises guidance as turnaround begins to take hold
    Macy’s delivered positive results during its fiscal second quarter, reporting comparable sales growth of 2.7% across the company while advancing its ongoing restructuring efforts. The Macy’s nameplate brand achieved 1.1% comparable sales growth, with expansion primarily attributed to reimagined store locations that have undergone strategic renovations. The company’s higher-end divisions performed notably better, with Bloomingdale’s comparable sales rising 11.3% and the b
  • Home sales fall in August despite the highest supply in over a decade

    Home sales fall in August despite the highest supply in over a decade
    Previously owned home sales declined in August, with the National Association of Realtors reporting a 2% month-over-month drop to 3.98 million units on a seasonally adjusted, annualized basis. Year-over-year sales were down 1.2%, representing the slowest sales activity since June 2025. The Northeast and Midwest regions experienced the most pronounced weakness in transaction volume.
    Mortgage rate increases in mid-July, when many of these August closings were contracted, contributed to the sales
  • Copart (CPRT) Bets On Digital Dealers As Core Volumes Shrink

    Copart (CPRT) Bets On Digital Dealers As Core Volumes Shrink
    Copart held its fourth-quarter earnings call on September 10 and disclosed an all-cash agreement to acquire ACV, a digital automotive marketplace platform. ACV facilitated approximately $10 billion in vehicle transactions during the prior year without maintaining physical auction facilities. The company brings more than 22,000 active buyers along with inspection and valuation technology, while Copart contributes over 275 locations, roughly 4 million annually sold vehicles, and approximately 1 m
  • Red Violet (RDVT) Turns Record Growth Into Real Profit Gains

    Red Violet (RDVT) Turns Record Growth Into Real Profit Gains
    Red Violet Inc. reported second-quarter 2026 results for the period ended June 30, demonstrating accelerating conversion of growth into profitability. Revenue increased 23% to $26.7 million, while net income nearly doubled to $5 million. The company’s net margin expanded from 12% to 19%, indicating that revenue growth was not accompanied by proportional increases in costs.
    Operating metrics showed broad-based improvement. Gross profit climbed 29% to $20.2 million, with gross margin expand
  • PureCycle (PCT) Turns Lab Promises Into Detergent Cap Reality

    PureCycle (PCT) Turns Lab Promises Into Detergent Cap Reality
    PureCycle Technologies reported second-quarter earnings for the period ended June 30, marking a milestone for the plastics recycler with the introduction of its first branded consumer products. Downy detergent caps manufactured using the company’s PureFive resin entered commercial production with Procter & Gamble during the quarter, representing the initial commercial validation of its purification technology through a major consumer goods supply chain. The company’s revenue rea
  • LightPath’s (LPTH) Defense Pivot Just Showed Up In The Numbers

    LightPath’s (LPTH) Defense Pivot Just Showed Up In The Numbers
    LightPath Technologies released fourth-quarter and full-year results on September 10 that demonstrated the financial impact of a multiyear strategic shift toward defense applications. The company achieved annual revenue growth of 92.7%, reaching $71.7 million compared to $37.2 million in the prior year, while fourth-quarter revenue alone hit a record $21.2 million, representing 73.8% year-over-year growth.
    Margin expansion accompanied the revenue increase, with full-year gross margin reaching 3
  • Clear Channel Outdoor (CCO) Grows Fastest Right Before Going Private

    Clear Channel Outdoor (CCO) Grows Fastest Right Before Going Private
    Clear Channel Outdoor Holdings Inc. reported second-quarter financial results on August 5 that demonstrated operational momentum across its advertising segments even as the company approaches privatization. The pending acquisition by an investor consortium advised by Mubadala Capital at $2.43 per share was approved by stockholders on May 12 and is expected to close by the end of the third quarter.
    Consolidated revenue rose 8.7% in the second quarter to $438.0 million, with first-half revenue cl
  • 38-year-old beloved steakhouse chain closing over 40 locations

    38-year-old beloved steakhouse chain closing over 40 locations
    Steakhouse operators have confronted difficult market conditions, with beef prices rising 9.4% year-over-year in July 2026, pressuring profit margins across the sector. Bloomin’ Brands, the parent company of Outback Steakhouse, initiated a comprehensive turnaround strategy approximately 10 months before these closures, designed to eliminate underperforming locations lacking growth potential.
    Outback Steakhouse closed its Evansville, Wyoming location on Aug. 23, 2026, after 21 years of ope
  • The market says a Fed rate hike is a done deal. Here’s why it might hold steady.

    The market says a Fed rate hike is a done deal. Here’s why it might hold steady.
    Financial markets have heavily priced in expectations for a Federal Reserve interest rate increase during the week following the article’s publication, the first in over three years. Trading odds showed between 85% and 90% probability assigned to a 25 basis point rate hike. However, multiple economists and former Fed officials indicated the decision was not as settled as market positioning suggested.
    Key Fed policymakers offered mixed signals on the appropriate course of action. New York
  • China urges more FX hedging as strong yuan hits exporters, sources say

    China urges more FX hedging as strong yuan hits exporters, sources say
    China’s foreign exchange regulator has issued informal guidance to banks directing them to promote currency hedging among corporate clients, according to people familiar with the matter. The instructions, conveyed through local branches of the State Administration of Foreign Exchange (SAFE), aim to shield exporters from losses related to the yuan’s strengthening against the dollar. The yuan has risen 4.3% during the year and is trading near a four-year high, prompting regulatory con
  • Analysis-Bitcoin’s late summer rally set to face off against the Fed, Congress

    Analysis-Bitcoin’s late summer rally set to face off against the Fed, Congress
    Bitcoin demonstrated renewed strength in late August, climbing above $70,000 after an extended period of weakness that saw the cryptocurrency trade around $60,000 lows. The asset had experienced a substantial decline from its October 2025 peak above $126,000, representing approximately a 50% loss from that high point. The recovery marked a significant shift in market sentiment after months of challenging conditions for digital assets.
    Options market data indicated a bullish turn in trader posit
  • Africa’s biggest oil refinery opens to public ownership, sparking excitement among retail investors

    Africa’s biggest oil refinery opens to public ownership, sparking excitement among retail investors
    Nigerian industrialist Aliko Dangote launched a public offering of his Lagos-based refinery on Monday, seeking to raise $1.6 billion from retail investors across Africa through what he characterized as an offering designed for broad participation. Retail investors gained the ability to purchase shares at a price of 5,250 naira per share, with a minimum purchase requirement of 10 shares. Dangote maintained controlling ownership at 87% of the facility, which stands as Africa’s largest refin
  • Gold Is Down Since the Iran War Began. This Obscure Shipping ETF Is Up 1,168%.

    Gold Is Down Since the Iran War Began. This Obscure Shipping ETF Is Up 1,168%.
    The Breakwave Dry Bulk Shipping ETF (BWET) experienced extraordinary gains between late February and mid-September, closing at $57.30 on February 27 and reaching $726.92 on September 11, representing a gain of 1,168.62%. Over the same period, the SPDR Gold Trust (GLD), which holds physical gold, declined from $483.75 to $398.77, a loss of 17.57%. This divergence highlighted a classic market pattern wherein gold initially gains value during periods of geopolitical tension but sells off sharply o
  • Canada Clears Tokenized Bank Deposits Without Creating a New Crypto Rulebook

    Canada Clears Tokenized Bank Deposits Without Creating a New Crypto Rulebook
    Canada’s Office of the Superintendent of Financial Institutions issued guidance on Sept. 10 establishing that tokenized bank deposits do not constitute a new category of financial products simply because they utilize blockchain or other digital infrastructure. The regulator stated that the underlying technology used to deliver a financial product does not determine its legal classification.
    Under OSFI’s technology-neutral approach, tokenized deposits are legally equivalent to tradit

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