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Vicor rises after the company raises its sequential revenue growth guidance.
The Basic Materials sector has outperformed in 2026, but momentum may stall in Q4 due to macro headwinds. Top XLB holdings like Newmont, Freeport-McMoran, Linde, Corteva, Air Products and Chemicals, and Nucor have delivered strong YTD performance, while SHW and VMC have lagged.
Widening credit spreads worldwide are a sign that how stocks are valued may be changing for the worse.
Betterware remains a 'Buy' with a mid-$20s price target over two years, supported by insider buying and LatAm expansion. Insider purchases by the Campos family signal strong conviction, with CEO and Chairman acquiring over $2 million in shares near $16–$17. BWMX trades at attractive 5–6x EBITDA multiples, offering 37% upside potential if FY 2027 targets and margin expansion materialize.
ETH recovered close to $2,800, wit expanding open interest and a shift to greedy sentiment in the past weeks.
Bitcoin's BTC$85,902.17 rally has traders chasing upside exposure, with the most notable options trade of the past 24 hours pointing to expectations for a move toward $95,000 by the end of October.
I believe both U.S. refiners (e.g., Valero) and Walmart are fundamentally strong but currently overvalued, offering poor long-term risk/reward. VLO and peers benefit from exceptional refining margins due to geopolitical disruptions, yet current valuations reflect unsustainably high earnings and risk sharp downside if margins normalize. WMT's omni-channel growth, margin expansion, and AI resilience are impressive, but at 38x forward earnings, its stock is priced for perfection with limited yield.
Gold steadies on Iran diplomacy hopes, Fed outlook caps upside
Bitcoin miners' shift to AI infrastructure highlights a strategic pivot towards more lucrative sectors, reflecting broader tech industry trends. Bitcoin miners valued as AI infrastructure play as AI-focused stocks surge 21% year-to-date.
Bitcoin is on track to post its second-best Q3 performance since 2017.
Global biofuels output is expected to surge nearly 70% by 2030 from 2025 levels as major producing countries push ahead with raising blending mandates in response to the energy crisis triggered by the Iran war, a study published on Tuesday found.
Custom AI chips are poised to outship GPUs by 2027, driving a secular shift benefiting mega-cap tech and select semiconductor players. Broadcom and Marvell are key beneficiaries, but their elevated valuations prompt a more balanced ETF approach.
The 24 September Trump–Xi meeting could set the next direction for global risk sentiment as markets await an extension of the US–China trade truce, targeted tariff cuts and agricultural purchases. This trading playbook highlights five assets most exposed to the outcome: USD/CNH, Hang Seng Tech, AUD/USD, the Nasdaq 100, and Singapore's STI, and explains how traders can position for a deal, disappointment, or a sell-the-fact reversal.
Spot bitcoin ETFs took in $998.95M on Monday, the largest single-day inflow in 11 months. BlackRock's IBIT led with $381.4M as bitcoin briefly cleared $87,000.
Bitcoin traded near $86,000 as WTI crude dropped below $90 and strong stock markets supported risk appetite.
