Good MorningU.S. stocks delivered a mixed session Tuesday, with the Nasdaq closing at a fresh record, the S&P 500 finishing roughly flat and the Dow retreating as oil prices declined. Brent crude fell below $100 per barrel during the session as investors weighed potential improvements in Middle East oil flows alongside continued geopolitical risks. President Trump also threatened further action against Iran if a deal to end the conflict is not reached.
Technology remained central to trading. Bank stocks, including JPMorgan Chase, Bank of America and Citigroup, fell as investors focused on narrowing Treasury yield spreads and the potential pressure on lending margins. Qualcomm introduced two new flagship Snapdragon smartphone processors designed around on-device and agentic AI capabilities. Apple shares reached a new intraday record and briefly pushed the company's market capitalization above $5 trillion, while Microsoft opened a Maryland quantum research center that will give DARPA direct access to its latest quantum-computing hardware.
Corporate activity remained active. Progress Software completed its $400 million acquisition of substantially all of Domo's AI and data-platform assets, while Sun Communities completed the sale of its U.K. Park Holidays business to Aermont Capital. Willdan also agreed to acquire Mantis Innovation for $285 million in cash, subject to regulatory approval. Featured: The 1929 warning system is flashing a new signal for 2026 (Ad) 
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Technology | |
When technology stocks move on heavy trading volume, investors look for the structural business evolution beneath the headline. Shares of Arm Holdings PLC (NASDAQ: ARM) recently rose by around 17%, closing near $322.90 as daily volume approached 13 million shares. While conventional wisdom often ca... Read the Full Story |
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From Our Partners | | Jim Rickards believes the Trump administration is about to take a direct stake in a $2 stock sitting on the largest mineral reserve in the country - enough gold for a new Fort Knox, enough copper to rebuild the U.S. electric grid 25 times over.
The Trump administration has previously staked positions in MP Materials, Lithium America, Trilogy Metals, and USA Rare Earth - each time shares moved higher. A landmark policy decision expected before November 3 could reprice this stock from $2 to $20 or more within a year. | | Click here to see why Rickards believes this stock is next |
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Healthcare | |
Oura Inc. (NASDAQ: OURA) launched its roadshow on Sept. 21, 2026, targeting a Nasdaq debut under the ticker OURA during the week of Sept. 28. Offering 50 million shares priced between $40 and $44 each, Oura is targeting an initial market capitalization of around $12.8 billion to $14.1 billion, repr... Read the Full Story |
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Technology | |
When a chipmaker eclipses a $1 trillion valuation, investors naturally question whether the underlying rally can sustain a durable threat to incumbent leaders. Crossing this historic capitalization threshold places the business alongside elite hardware designers. For institutional capital analyzing... Read the Full Story |
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From Our Partners | | A powerful Middle Eastern government is reportedly asking Trump for U.S. military help against Iran backed forces.
One writer says the request echoes a secret January meeting outside Washington, D.C., where an anonymous source described American military protection as part of something much bigger, involving Trump, Iran, and potentially trillions of dollars. | | Click here to see what the source revealed behind closed doors. |
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Markets | |
The Fed’s latest rate hike looks straightforward on the surface: inflation remains a problem, so policymakers are keeping pressure on the economy. There is reason to believe the FOMC remains behind the curve, as it has been since inflation reared its ugly head. But a case can be made that the commi... Read the Full Story |
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Technology | |
IonQ Inc. (NYSE: IONQ) has already had an impressive run in 2026, despite shares being down by about 11% year to date (YTD).
Even as the broader quantum computing industry remains highly speculative, IonQ has built up an advantage: it has achieved major sales growth and revenue that lend some supp... Read the Full Story |
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From Our Partners | | China controls roughly 80% of the world's tungsten supply, and new Pentagon sourcing restrictions take effect January 1. The U.S. hasn't mined tungsten domestically since 2015.
A little-known Nasdaq company controls Severniy Katpar, one of the largest undeveloped tungsten deposits, with potential to supply 15% of global demand. Two U.S. agencies have floated up to $1.6 billion in financing support as tungsten prices climb as much as 900%. | | Get the full story on this overlooked tungsten play now |
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Technology | |
Concerns around security and how artificial intelligence capabilities could evolve have put a spotlight on the pace of frontier model development. After doing so several months ago, Anthropic has again called for measures that would limit how quickly frontier models can improve.
This has understan... Read the Full Story |
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Technology | |
Microsoft Corp. (NASDAQ: MSFT) has outperformed the S&P 500 and the Nasdaq in 2026. MSFT is up 31% since the end of June as it begins to convince investors that it’s successfully monetizing artificial intelligence.
And recently, the company gave investors yet another reason to own its stock.
... Read the Full Story |
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Communication Services | |
When state regulators intervened in July 2026 to block Paramount Skydance's acquisition of Warner Bros. Discovery, investors expected a long courtroom fight. Instead, a multi-state antitrust settlement announced on Sept. 21 removed the main legal barrier confronting the approximately $111 billion t... Read the Full Story |
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Technology | |
For most of the past two years, NVIDIA Corporation (NASDAQ: NVDA) has stood at the summit of the stock market. As the chipmaker whose processors power much of the artificial intelligence boom, it was perhaps no surprise that it became the first company ever to reach a $5 trillion market cap. After ... Read the Full Story |
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Communication Services | |
When artificial intelligence (AI) models scale from billions to trillions of parameters, the focus often goes to the power and size of the silicon-based processing chips and graphics processing units. However, silicon faces a quiet, physical barrier: data transfer speed.
Modern distributed training... Read the Full Story |
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