Current market catalysts

The 'Big Short's' Michael Burry Has Seen His Largest Position Fall Over 50% This Year. Should Investors Sell the Stock?

Michael Burry's largest hedge fund position, Lululemon (LULU), has plummeted over 52% this year following weak earnings and a second consecutive full-year guidance cut. The luxury apparel maker reported a 9% comparable sales decline, citing negative brand sentiment, weak North American sales, and stale product lines. Despite the struggles, Burry remains invested and would buy more below $100, though analysts are divided with some slashing price targets significantly lower.

3 Top Quantum Computing Stocks to Buy in September

The article highlights three quantum computing stocks positioned to benefit from the industry's projected growth to $72 billion by 2035. Alphabet is recommended for its significant R&D investment and Willow quantum chip breakthroughs. IonQ stands out among upstarts for its ion trap technology and accuracy record. Nvidia is supporting quantum computing through hybrid integration tools while maintaining its core AI business.

HIMS Investor Alert: Kessler Topaz Meltzer & Check, LLP Encourages HIMS Investors with Losses to Contact the Firm

A securities fraud class action lawsuit has been filed against Hims & Hers Health, Inc. (HIMS) for allegedly making material misstatements about its privacy practices. The FTC accused HIMS of sharing customers' medical information with third-party advertisers including Meta and Snap, and charging consumers for prescriptions immediately despite promising consultation with medical providers. The stock declined 14.73% on the news. Investors who purchased HIMS securities between August 4, 2025 and July 29, 2026 can seek lead plaintiff status by November 2, 2026.

1 Popular Cryptocurrency ARK Invest Expects to Surge by 1,480%

Cathie Wood of ARK Invest predicts Bitcoin could surge nearly 1,480% to $1.25 million within five years, driven by institutional adoption, monetary policy concerns, and younger investor preference for crypto over gold. However, the article cautions that Bitcoin faces headwinds from gold's stronger performance, competition from stablecoins, and its lack of established safe-haven status, suggesting investors should carefully evaluate Bitcoin's strengths and weaknesses before investing.

Kaplan Fox Encourages Investors of Hims & Hers Health, Inc. (NYSE: HIMS) Who Suffered Losses to Contact the Firm Before November 2, 2026

Kaplan Fox has filed class action lawsuits against three companies: Hims & Hers for allegedly failing to disclose immediate prescription charges, sharing health data with third parties, and making subscription cancellations difficult; Hyliion Holdings for undisclosed issues during May-June 2026; and Innventure for regulatory concerns from November 2025 to August 2026. Investors with losses are encouraged to contact the firm before respective deadlines.

Walt Disney vs. Netflix: Which Media Stock Is a Better Buy in 2026?

The article compares Walt Disney and Netflix as investment options for 2026. Disney is a diversified entertainment giant with theme parks and streaming, while Netflix is a pure-play streaming service with 300+ million subscribers. Netflix demonstrates stronger growth (16% revenue increase), higher profitability margins (24% net margin vs Disney's 13%), and better operational efficiency. However, Netflix trades at a higher valuation premium (P/S of 7.6x vs Disney's 2.0x). The author recommends Netflix as the better buy, citing its double-digit revenue growth, superior streaming profitability, and expected 20%+ annual earnings growth compared to Disney's low-single-digit growth.

Satya Nadella Has Delivered a More Than 10X Return for Microsoft Shareholders Since Becoming CEO in 2014, a 30% Annualized Growth Rate. Is That Pace Still Achievable From Here?

Under CEO Satya Nadella's leadership since 2014, Microsoft has delivered a 1,570% total return (29.7% annualized), transforming the company through cloud and AI initiatives. However, with Microsoft now valued at $3.69 trillion, analysts suggest maintaining such high growth rates going forward is unlikely, though the company remains well-positioned as a market-beating investment.

Here's How Rubrik Stock Gained 28.6% Last Month

Rubrik stock surged 28.6% in August 2026, driven by a broad cybersecurity rally and strong Q2 2027 earnings that beat analyst expectations with 41% revenue growth and a swing to profitability. However, the stock experienced a sharp 13.1% post-earnings decline, likely due to profit-taking. Trading at 12.7x sales and 68x free cash flow with negative unadjusted earnings, Rubrik remains a high-growth but volatile cybersecurity play with impressive fundamentals but a lofty valuation.

BYD vs. Rivian: Evaluating the Better Automotive Stock to Buy for 2026

The article compares BYD, a profitable global EV giant with presence in 120 countries, against Rivian, a high-growth American EV startup backed by Amazon. While BYD trades at a valuation discount and maintains financial stability, it faces Chinese government unpredictability and domestic pricing pressures. Rivian shows improving sales momentum and narrowing losses despite U.S. EV market headwinds. The author recommends Rivian for 2026 due to its sales growth trajectory and reduced reliance on unpredictable government policies, despite its continued cash burn and funding dependency.

8-K filing — Sculptor Diversified Real Estate Income Trust, Inc.

Filed: 2026-09-04 AccNo: 0001914496-26-000141 Size: 171 KB Item 3.02: Unregistered Sales of Equity Securities Item 7.01: Regulation FD Disclosure

Stanley Black & Decker Announces Agreement To Sell Excel Industries To Bad Boy Mowers; No Terms Disclosed; Deal Not Expected To Be Dilutive To Adj. EPS

Jim Cramer Says Buy the Magnificent Seven Again, Traders See Nvidia as Clear Winner

Jim Cramer says Big Tech’s AI spending is starting to pay off as traders give Nvidia a 77% chance of ending 2026 as the world’s largest company.

Bitcoin, Ethereum, XRP, Dogecoin Plunge 2% as Jobs Report Spurs Rate Hike Bets

Bitcoin briefly topped $82,000 as Fed’s Waller backed steady rates. Crypto ETFs saw strong inflows, while $523M in positions were liquidated. Holding key levels would lead to a breakout to $85,000.

Nvidia's Next AI Customer Isn't Building Chatbots—It's Building Humanoid Robots

Figure's 100,000-GPU deal shows Nvidia's next AI growth driver may be humanoid robots, not just chatbot makers.

BNP Paribas Maintains Outperform on Samsara, Raises Price Target to $55

8-K filing — KKR FS Income Trust Select

Filed: 2026-09-04 AccNo: 0001104659-26-105444 Size: 189 KB Item 8.01: Other Events

Sensodyne Maker Haleon Leverages Eye-Level Shelf Placement To Outpace Rivals-Report

Haleon gains US market share at Walmart and Target by securing eye-level shelf placement with aggressive promotional strategies.

8-K filing — KKR FS Income Trust

Filed: 2026-09-04 AccNo: 0001104659-26-105442 Size: 189 KB Item 8.01: Other Events

BNP Paribas Maintains Underperform on Lululemon Athletica, Lowers Price Target to $44

HP Unveils New RTX Spark-Powered OmniBook AI PCs

'Nscale Also Aims To Secure About $2 Billion In Financing From NVIDIA' - Bloomberg News

Goldman Sachs Maintains Neutral on Ultragenyx Pharmaceutical, Lowers Price Target to $19

Goldman Sachs Maintains Neutral on Imax, Raises Price Target to $50

Jones Trading Initiates Coverage On Xtend AI Robotics with Buy Rating, Announces Price Target of $10

Goldman Sachs Maintains Buy on Five Below, Raises Price Target to $306

Goldman Sachs Maintains Neutral on Lululemon Athletica, Lowers Price Target to $95

'AI Cloud Firm Nscale Seeking $3.5 Billion In Pre-IPO Financing' - Bloomberg News

Roth Capital Maintains Buy on VersaBank, Raises Price Target to $28

Roth Capital Reiterates Buy on American Outdoor Brands, Raises Price Target to $17

8-K filing — Kennedy Lewis Capital Co

Filed: 2026-09-04 AccNo: 0001911321-26-000032 Size: 185 KB Item 8.01: Other Events Item 9.01: Financial Statements and Exhibits