[Music] Hello and welcome to Morning Brief Market Sunrise. I'm Raman Karali live from Yahoo Finance Studios in London. It's Thursday 18th September.Coming up on the show, the Fed cuts rates as expected and signals there's more to come. China drops its Google antitrust probe as trade talks between Washington and Beijing intensify. and Meta unveils its new AI powered smart glasses.CEO Mark Zuckerberg makes some interesting claims about what they can actually do. So, grab your coffee and let's own the morning. ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. While Bitcoin trades sideways in what feels like crypto winter, Galaxy Digital Holdings (NASDAQ:GLXY) CEO Mike Novogratz sees a brewing revolution that could reshape how the entire financial system operates—and it’s not just about Bitcoin anymore. The crypto veteran believes we’re entering what he calls the “Season of Soul,” where Solana and other high-speed blockchains are stealing Bitcoin’s thunder by pr ...

Key Takeaways ENTX unveiled promising PK data for oral GLP-2 analog OPK-8801003 in SBS.ENTX's therapy showed 15-hour half-life, 18x longer than current injection option.ENTX's oral approach could improve adherence versus burdensome daily injections.Entera Bio Ltd. (ENTX) recently reported encouraging pharmacokinetic data, underscoring the potential of its first-in-class oral GLP-2 analog therapy for patients with short bowel syndrome (SBS). The findings, presented at the 47th European Society for Clinical N ...

Core Insights - NRG Energy, Inc. is experiencing strong financial performance due to a diverse customer base and effective customer retention strategies, alongside a significant acquisition from LS Power that will enhance its generation capacity [1][3][8] Factors Acting in Favor of NRG - The company has transformed into an integrated power company with a focus on customer-centric strategies, resulting in a diverse customer base where no single customer contributes more than 10% of total revenues [2] - NRG's strong customer retention is attributed to high-quality services, reducing reliance on any single client [2] - The acquisition of LS Power's portfolio will double NRG's generation capacity by adding 18 natural gas-fired facilities totaling nearly 13 gigawatts (GW), thereby broadening its product offerings [3][8] Growth Opportunities - NRG is unlocking new opportunities in data centers, having dedicated teams for engineering, construction, and offtake structuring to support its tailored data center strategy [4] - The company has entered into 295 megawatts of long-term retail agreements to power data centers in Texas, with initial operations expected in the second half of 2026 and full capacity by 2030 [4] Challenges Faced by NRG - NRG's operations and financial condition may be adversely affected by disruptions in fuel supplies, as the company relies heavily on natural gas, coal, and oil for power generation [5] - The company is subject to extensive federal and state regulations, which could impact its operations and cost recovery from customers [6] Stock Performance - Over the past six months, NRG's stock has increased by 67.5%, significantly outperforming the industry average growth of 5.4% [7][8]

Key Takeaways AVNS acquired Nexus Medical to expand its Specialty Nutrition Systems business.The deal adds TKO connector to AVNS' portfolio, reducing occlusions and infection risks in IV therapy.The acquisition is cash-funded and immediately accretive to AVNS revenues and EPS.Avanos Medical, Inc. (AVNS) recently announced that it has acquired Nexus Medical, LLC, a privately held device maker based in Lenexa, KS, to expand its footprint in critical care for nutrition and medication delivery. The move strengt ...

Key Takeaways Alcon unveiled UNITY VCS study results showing superior efficiency in cataract and vitreoretinal surgery.UNITY VCS outperformed CONSTELLATION with 16% workflow efficiency and faster setup and teardown times. UNITY VCS cut cataract turnover 6% versus CENTURION, with 35% less energy use and 8% less ultrasound time. Alcon (ALC) unveiled results from time and motion studies demonstrating superior efficiency with the UNITY Vitreoretinal Cataract System (VCS) for vitreoretinal and cataract surgery c ...

Core Viewpoint - A lawsuit is pending against Semtech Corporation (NASDAQ: SMTC) for alleged violations of securities laws, primarily related to the company's CopperEdge products not meeting customer needs, which could impact sales forecasts for fiscal 2026 [2][3]. Group 1: Lawsuit Details - The lawsuit was initiated by an investor on February 20, 2025, claiming that Semtech Corporation failed to disclose critical information regarding its CopperEdge products [2]. - Allegations include that the CopperEdge products required specific rack architecture changes and would not achieve expected sales growth during fiscal 2026, leading to misleading positive statements from the company [2]. - A consolidated complaint was filed on July 14, 2025, and the defendants submitted a motion to dismiss the case on August 11, 2025 [3]. Group 2: Investor Information - Investors who purchased shares of Semtech Corporation prior to August 2024 and continue to hold them are encouraged to contact the Shareholders Foundation for options regarding the lawsuit [1][3].

We have a lot to discuss and a lot of stock movers for you, Jenny Horn, host of NextGen Investing is with me and we're watching Intel rallying 30% this morning. Tell us the story here. I know with an unsuspecting right now partnership with Nvidia, which is betting pretty big on Intel with this now $5 billion stake and a chip partnership.So the Nvidia stake does follow of course this pretty major investment we've already seen from the US government as they did take a massive stake already in the company but ...

Macquarie Asset Management, an investment management company, released its “Macquarie Core Equity Fund” investor letter for the second quarter of 2025. A copy of the letter can be downloaded here. The US large-cap equity market surged in Q2 2025, with the S&P 500® Index rising 10.94%. The equity market’s strength was due to reduced concerns over the possibility of President Trump quickly imposing harsh tariffs. Later, the administration put a pause on the tariff implementation. In this environment, the Macq ...

Beam Global (NASDAQ:BEEM) shares surged after the company announced it received a new U.S. patent for its Smart Phase Change Composite (PCC) material, which is designed to improve lithium-ion battery performance in extreme temperatures. The technology, protected under Patent No. 12,422,195, acts as a thermal switch by insulating batteries in cold environments and cooling them when hot. The company said the system increases safety, extends battery life, and enhances performance across applications such as e ...