UnitedHealth Group shares surged after the insurer gave a positive outlook about its Medicare Advantage members. Getty Images Close × Shares of Nebius Group (NBIS) skyrocketed as the artificial intelligence infrastructure provider announced a deal with Microsoft (MSFT) that could be worth up to $19.4 billion. Microsoft shares rose slightly. CoreWeave (CRWV) shares also gained after the AI cloud computing platform launched a venture initiative designed to support founders of new AI efforts. Freeport-McMoRan ...

Source: TradingView.com. Close Key Takeaways Robinhood Markets (HOOD) shares soared Monday on news that the retail trading platform known for commission-free stock trading will be added to the benchmark S&P 500 index. Late Friday, S&P Global said Robinhood, along with mobile app monetization company AppLovin (APP) and navigation systems maker Emcor Group (EME), would join the large cap index, with the inclusions taking effect before the beginning of trading on Sept. 22. Stocks that join the S&P 500 typicall ...

Group 1: Uber Technologies - Uber shares increased by 3.7% after announcing plans to test autonomous vehicles in Munich, Germany, in collaboration with Momenta, starting in 2026 [4][8] - The company is also planning to sell $2.25 billion in investment-grade bonds for general corporate purposes [4] Group 2: Take-Two Interactive Software - Shares of Take-Two Interactive surged 3.8% to an all-time high following the launch of its latest professional basketball game and plans for a college basketball game [3] Group 3: Broadcom - Broadcom shares rose by 3.2% after reporting better-than-expected earnings, driven by a surge in artificial intelligence revenue [5] - The company secured $10 billion in orders from a new client, speculated to be OpenAI [5] Group 4: CVS Health - CVS Health shares fell by 4.8% after executives at a Morgan Stanley investor conference did not provide new financial forecasts or updates on Medicare Advantage star ratings, which could impact revenue from its Aetna insurance business [6][8] Group 5: Brown-Forman - Brown-Forman shares declined by 4.6%, continuing a downward trend since a lower-than-expected profit report last month, affected by trade disputes and economic uncertainty [9] Group 6: Norwegian Cruise Line Holdings - Norwegian Cruise Line announced plans to offer approximately $3.25 billion in senior and exchangeable notes, along with a registered direct offering of ordinary shares, leading to a 4.4% drop in its stock [10]

Core Viewpoint - Broadcom's strong quarterly earnings indicate potential competition for Nvidia, with analysts suggesting a possible $12 billion impact on Nvidia's 2026 sales due to Broadcom's growing AI chip demand and new customers [2]. Group 1: Broadcom's Performance - Broadcom reported record quarterly sales driven by strong demand for its AI offerings, with speculation that a significant new customer could be OpenAI [2]. - Broadcom's stock rose over 3% following its earnings report, contributing to a nearly 10% increase from the previous Friday [3]. Group 2: Market Impact on Nvidia - Citi analysts have reduced Nvidia's target price from $210 to $200, citing concerns over Broadcom's potential to capture market share from Nvidia [2]. - Analysts predict that Nvidia's share of the AI compute market will decline over time, with Broadcom expected to gain approximately 30% and AMD at least 10% [4]. Group 3: Future Projections - Melius Research analysts maintain bullish targets for both Nvidia ($240) and Broadcom ($415), suggesting both companies will benefit from the expanding AI computing market [5]. - If Broadcom captures 20% of a projected $2 trillion market by 2030, while Nvidia retains a 40% share (down from over 70%), both stocks could see significant increases in value [6][8].

StubHub is reviving its IPO after scrapping an earlier plan after President Donald Trump's "Liberation Day†tariffs roiled markets in April. Jakub Porzycki / NurPhoto via Getty Images Close KEY TAKEAWAYS StubHub is braving the new listings markets again. The online ticketing reseller's planned IPO will be a test of whether the booming initial public offering market extends beyond high-profile tech and crypto firms—in part because the company earlier this year delayed its own listing plans after President Don ...

Core Viewpoint - Apple is facing challenges in the AI sector, with significant talent departures raising concerns about its competitive position, particularly ahead of the iPhone 17 launch, which is not expected to significantly alter investor sentiment [1][2][8]. Group 1: Talent Departures and AI Concerns - Apple's lead AI researcher for robotics, Jian Zhang, has left for Meta, marking the latest in a series of exits from the Foundation Models team, totaling around 10 members [2]. - Investors are increasingly worried that Apple is lagging behind its competitors in AI development, as the upcoming iPhone 17 launch may not alleviate these concerns [2][8]. - The company has previously indicated that new AI features, including enhancements to Siri, are delayed, with expectations pushed to 2026 [5][6]. Group 2: iPhone 17 Launch Expectations - Analysts from Bank of America and Citi have expressed muted expectations for the iPhone 17 launch, anticipating mainly design improvements rather than significant AI advancements [3][4]. - The event is expected to focus on form-factor changes, such as a thinner phone and improved camera, rather than a shift in Apple's AI trajectory [3]. - There is speculation that the launch could lead to a "sell-the-news" scenario, where investors may take profits following the event [3]. Group 3: Future AI Developments - Apple is reportedly working on a new AI-powered system called "World Knowledge Answers," set to launch next year, which will be integrated into Siri and other applications [8]. - The company has indicated that it is open to acquisitions to enhance its AI capabilities, as stated by CEO Tim Cook [6].

If you've been waiting for another lively day in trading of QuantumScape's stock, your wait is over. ...

Key Takeaways U.S. equities were higher at midday ahead of key inflation data coming this week. The Dow Jones Industrial Average, S&P 500, and Nasdaq all rose. Shares of EchoStar took off after the DISH TV and Boost Mobile operator sold some spectrum licenses to Elon Musk's rocket and satellite company SpaceX for about $17 billion. Avishek Das / SOPA Images / LightRocket via Getty Images Close Oil and gold futures advanced. The yield on the 10-year Treasury note declined. The U.S. dollar gained on the yen, ...

EchoStar (SATS) shares soared 20% Monday as the DISH TV and Boost Mobile operator sold some spectrum licenses to Elon Musk's rocket and satellite company SpaceX for about $17 billion. It's the second ... ...

Is the Labubu craze starting to fade? ...