Bets that the Federal Reserve will cut interest rates by 50 basis points this month gained momentum on Friday after US jobs data revealed a sharp slowdown in hiring.
Non-farm payrolls (NFP) showed the economy added just 22,000 jobs in August, far below the 75,000 expected and down from 73,000 in July.
Broadcom Inc (NASDAQ:AVGO, ETR:1YD) shares shot up as much as 15% in early trading on Friday after the semiconductor and infrastructure software solutions provider reported better-than-expected financial results for its third quarter 2025.
The company also revealed that it had received $10 billion in orders from a new client for custom AI chips.
Tesla Inc (NASDAQ:TSLA) has proposed a historic compensation plan for its CEO Elon Musk that could be worth approximately $1 trillion if he meets performance targets over the next decade.
The package, which shareholders will vote on in November, includes 12 tranches of stock awards Musk will receive only if Tesla hits extraordinary milestones.
ASML Holding NV (NASDAQ:ASML, ETR:ASME) has been upgraded to 'buy' by UBS, which sees the semiconductor equipment maker as poised to return to form as a “quality compounder” from 2027 onwards.
The bank highlighted that the market has already priced in concerns over weakening lithography intensity and uncertainty in China, with the shares down 30% from all-time highs in the summer of 2024.
Roblox Corp (NYSE:RBLX) is positioned for continued momentum as the Roblox Developer’s Conference (RDC), being held from September 4 to 6, kicks off, with Wedbush highlighting the company’s platform expansion, developer incentives, and AI-driven discovery as key growth drivers.
Wedbush maintained an ‘Outperform’ rating and $165 price target, calling Roblox “the most compelling growth opportunity in the video game sector” thanks to rapid child safety improvements, a broad lineup of engaging games, and expanding monetization capabilities.
Wedbush is doubling down on its view that artificial intelligence remains in the early innings of a multi-year boom, arguing that the next few months will separate long-term winners from short-lived hype.
The firm said surging capital expenditures from Big Tech and expanding enterprise use cases are fueling what it calls the next stage of the AI revolution, and it named a group of companies it sees best positioned to benefit through year-end and into 2026.
C3.ai (NYSE: AI) shares slid as much as 12% in early trading on Thursday after the artificial-intelligence software company reported first quarter 2026 financial results that disappointed investors and announced Stephen Ehikian as its new CEO.
C3.ai recorded $70.3 million in revenue for the quarter, down from $87.2 million during the same period last year, while the company’s GAAP net loss widened to $0.86 per share from a $0.50 deficit a year earlier.
Salesforce Inc (NYSE:CRM, ETR:FOO) reported record second quarter fiscal 2026 results that exceeded expectations across revenue and earnings, but the company's shares fell on conservative guidance for the third quarter.
Revenue for the quarter ended July 31, 2025, was $10.2 billion, an increase of 10% year-over-year and 9% in constant currency, surpassing analyst estimates of $10.14 billion.
Gold is Goldman Sachs's "highest conviction" commodity, with analysts forecasting it could soar to $5,000 an ounce if the Federal Reserve’s independence is damaged, with moves by Donald Trump this year having regularly spooked markets.
It would only take private investors shifting 1% portion of US government bond holdings into gold, the investment bank said.
Apple Inc (NASDAQ:AAPL, ETR:APC) has scored a major victory as a federal court decision cleared the way for its lucrative search partnership with Google to continue, according to Wedbush analysts.
The firm called the outcome “a big win for Apple and Google” after Judge Amit Mehta ruled that Google will not be barred from paying distribution partners for preloading or placing Google Search, Chrome, or its generative AI products.
Wall Street analysts moved quickly to raise price targets on Google’s parent company Alphabet Inc (NASDAQ:GOOG) after a US District Court issued a broadly favorable ruling on antitrust remedies, with both Wedbush and Oppenheimer framing the decision as a decisive win for the company.
Wedbush said the Department of Justice’s case “folded like a cheap suit,” lifting its price target to $245 from $205 while reiterating an ‘Outperform’ rating.
Century Lithium Corp. (TSX-V:LCE, OTCQX:CYDVF)'s recent financing has provided it with the financial flexibility to advance its Angel Island lithium project, according to analysts at Noble Capital Markets.
The company closed the second and final tranche of its financing under the Listed Issuer Financing Exemption (LIFE). With the initial closing, it issued 15.8 million units for aggregate gross proceeds of C$4.7 million.
Zscaler Inc. (NASDAQ:ZS) Wednesday announced better-than-expected financial results for its fourth quarter 2025, boosted by strong demand for its new Cloud and AI solutions.
The cloud security provider reported adjusted earnings for the quarter of $0.89 per share, exceeding the $0.80 analyst consensus forecast provided by FactSet.
Uranium doesn’t often grab headlines, but behind the scenes, a bull market is quietly building.
According to Citi, the conditions are in place for a sustained rally, with prices forecast to hit $100 per pound by 2026.
Noble Capital Markets analysts have highlighted MustGrow Biologics Corp. (TSX-V:MGRO, OTCQB:MGROF)’s growing commercial traction following the company’s second quarter results.
The analysts pointed to the early success of MustGrow’s TerraSante biofungicide, which sold out in the US during Q2 2025, and identified the product as a key driver of improved gross margins.
US markets are set for a shortened trading week as Wall Street returns from the Labor Day holiday on Tuesday.
Despite the quiet start, investors will have plenty to digest, with the highlight arriving on Friday in the form of the August nonfarm payrolls report.
Artificial intelligence, crypto and big tech continued to dominate trading activity among UK users of Robinhood in August, with Palantir Technologies Inc (NYSE:PLTR), Tesla Inc (NASDAQ:TSLA) and Nvidia Corp (NASDAQ:NVDA, ETR:NVD) topping the platform’s most popular stocks list.
Shares in AMD, Apple Inc (NASDAQ:AAPL, ETR:APC), SoFi Technologies and crypto-linked MARA also featured, as retail investors stuck with familiar growth themes despite growing market unease around valuations.
Shares in precious metals miners, including Endeavour Mining PLC (LSE:EDV, TSX:EDV, OTCQX:EDVMF), Fresnillo PLC (LSE:FRES) and Hochschild Mining PLC (LSE:HOC, OTCQX:HCHDF) were in demand on Monday as gold edged closer to a new record high and silver traded above $40 an ounce for the first time since 2011.
The rally in spot prices has been building for months, but momentum appears to be accelerating.
Uranium doesn’t often grab headlines, but behind the scenes, a bull market is quietly building.
According to Citi, the conditions are in place for a sustained rally, with prices forecast to hit $100 per pound by 2026.
Markets may have drifted through the summer, but JP Morgan thinks the fog could soon lift – especially in Europe.
In its latest strategy chartbook, the bank’s team, led by Mislav Matejka, is inching towards a more constructive stance on eurozone equities, having correctly called a period of consolidation earlier in the year.