Nvidia, Tesla, Caterpillar: ETFs Most Exposed to Michael Burry's New Shorts

Shares of semiconductor and chip companies are trading higher. The broader industry may be rallying alongside memory and storage-related peers.

SanDisk Jumps 10%, Lululemon Crashes 17%: Stock Market Today

A blowout August jobs report pushed traders to price a coin-flip chance of a Federal Reserve rate hike this month, dragging the S&P 500 and Dow lower by midday Friday.

PANW Q4 Earnings Beat Estimates on Platformization Strength

Palo Alto Networks (PANW) reported Q4 fiscal 2026 revenues of $3.41B, up 34% YoY, beating consensus estimates. The company achieved record platformization with 220 net new platform additions (up 44%) and net new NGS ARR of $970M (up 98%). For fiscal 2027, PANW guides revenues of $14.10-$14.20B (23-24% growth) and NGS ARR of $11.075-$11.175B. Strong momentum across Network & AI Security, Cortex, and Idira platforms drove results.

Every Hyperscaler Raised Capex Again. These 3 Boring Industrials Get Paid No Matter Who Wins the AI Race.

Major tech companies (Alphabet, Amazon, Meta) are significantly increasing capital expenditures for AI infrastructure. Rather than betting on which tech company will succeed, investors can gain exposure to the AI boom through industrial companies that supply essential infrastructure—power generation, electrical systems, and cooling hardware—regardless of which tech platform dominates.

El-Erian Sees More Trouble Ahead for Bonds: ‘Reliable Buyers’ Are Running for the Exit

Economist Mohamed El-Erian warns of a fundamental imbalance in the bond market as traditional buyers of U.S. debt retreat and yields surge.

Mike Pompeo Wants Trump to Cut Off China’s Iranian Oil Lifeline Before Xi Jinping’s Washington Visit: ‘They Have Picked the Losing Horse’

Ahead of Xi Jinping's US visit, Mike Pompeo urges Washington to block China's Iranian oil buys, warning Beijing they backed the wrong horse.