HK, US stocks top stories

Nvidia Is Still Retail Investors' Most-Held Stock on Robinhood, but a New Trillion-Dollar Stock Has Entered the Top 10

Motley Fool·Sep 2, 2026 at 11:15 AM

- Nvidia remains the most-held stock on Robinhood as retail investors actively target artificial intelligence exposure. - SpaceX has newly entered Robinhood's top-10 leaderboard at seventh place, driven by its AI-related data center compute capacity deals and a massive addressable market. - SpaceX's accelerated insider share-unlock schedule and low initial public offering share float pose potential risks of flooding retail investors with newly tradable shares.

SpaceX-0.69%NVIDIA+4.53%

Geopolitics weigh on global mkts; LLMs sprint｜Daily News Recap

Sep 2, 2026 at 08:31 AM

Billionaire Stanley Druckenmiller Still Isn’t Buying Nvidia. But He Just Opened a Position in a Challenger That’s Soared…

Motley Fool·Sep 2, 2026 at 08:31 AM

- Billionaire investor Stanley Druckenmiller exited his Nvidia position due to high valuation and instead opened a 72,900-share stake in rival Advanced Micro Devices in the second quarter. - Advanced Micro Devices remains a CPU leader and is expanding its AI offerings, with data center revenue doubling recently and smaller revenue base offering significant growth potential. - Although Advanced Micro Devices presents a bright artificial intelligence future, the stock trades at more than 60x forward earnings estimates, suggesting investors might want to wait for a better entry point.

AMD-0.20%NVIDIA+4.53%

Tesla Stopped Reporting Solar Numbers 10 Quarters Ago. Now the Solar Roof Is Gone, Too.

Motley Fool·Sep 2, 2026 at 07:26 AM

- Tesla has discontinued its Solar Roof product after concluding it was not financially viable and failing to meet production and pricing expectations. - The company redirected its website to conventional solar panels and stopped disclosing solar deployment figures after the fourth quarter of 2023. - Tesla's energy segment continues to grow primarily through utility-scale storage deployments like the Megapack, which generated about $3.1 billion in revenue in the second quarter of 2026.

GraniteShares 1.25 Long TSLA Daily ETF-0.52%Tesla-0.48%

NVDA Supply Ramp? DELL: Good Times Can Get Even Better!

Sep 2, 2026 at 02:39 AM

Who is John Ternus, the new Apple CEO?

TechCrunch·Sep 1, 2026 at 06:38 PM

- Tim Cook has handed off the Apple CEO role to John Ternus, the former senior vice president of hardware engineering, after 15 years in the position. - Ternus, who has spent 25 years at Apple, takes over at a crucial time as the company prepares for its iPhone launch event and the rollout of its new Siri AI experience powered by Google Gemini. - Throughout his career, Ternus has overseen major hardware developments across the Apple ecosystem, including AirPods, Apple Watch, Vision Pro, and the transition to Apple silicon.

Apple-0.01%AAPL 1X Short ETF+0.02%

DELL (Trans): AI backlog of 95 bn; no growth guidance for next year for now.

Sep 1, 2026 at 10:17 PM

Google Just Locked Up the Largest Geothermal Power Deal Ever Made.

Motley Fool·Sep 1, 2026 at 07:50 PM

- Fervo Energy signed a landmark agreement with Google to supply 396 megawatts of electricity from its Cape Station project in Utah, with potential expansion up to 1 gigawatt by mid-2030. - The deal aims to secure reliable, uninterrupted, and clean geothermal power for Google's AI data centers amid surging energy demands and grid connection delays. - This major partnership significantly expands Fervo's revenue backlog and validates its enhanced geothermal system model for future project financing.

Fervo Energy-9.75%Alphabet - C+0.82%

NIO (Trans): GPM held at 18.5%, Q4 monthly deliveries topped 40k

Sep 1, 2026 at 02:08 PM

Muted guidance: Can NIO pull off a comeback?

Sep 1, 2026 at 01:23 PM

Prediction: This Will Be Nvidia's Stock Price by the End of 2027, Based on Its Latest Forecast

Motley Fool·Sep 1, 2026 at 08:01 AM

- Nvidia leverages its dominant GPUs and CUDA software ecosystem to capture an estimated 80% to 90% share of the AI accelerator market. - CEO Jensen Huang forecasts 70% revenue growth for fiscal 2028, which could drive revenues to roughly $700 billion. - Assuming a constant P/E ratio of 28, Nvidia's stock price is projected to rise 135% to $519 by the end of 2028.

NVIDIA+4.53%Direxion Daily NVDA Bear 1X ETF-4.52%

NVDA budget-alt dream shattered; is Horizon Robotics at risk?

Sep 1, 2026 at 03:03 AM

No doubt: 2026 is the 'Zhipu Year' for China LLMs.

Aug 31, 2026 at 02:43 PM

Fed Chair Warsh's Jackson Hole Debut: What He Said, and Didn't Say, About Rate Hikes

Motley Fool·Aug 31, 2026 at 02:30 PM

- Federal Reserve Chair Kevin Warsh delivered his inaugural Jackson Hole speech without providing forward guidance on future interest rate directions or signaling a September rate hike. - The omission stems from Warsh's known criticism of the Fed's reliance on forward-looking measures, which he believes artificially locks the committee into specific stances. - Consequently, the upcoming 2026-09-16 FOMC decision remains highly uncertain, leaving investors sharply divided ahead of the crucial CPI inflation data release.

Getty Images0.00%

Horizon Robotics (Trans): Urban NOA Accelerates, Breakeven in 2028

Aug 31, 2026 at 02:08 PM

Did Apple Go Too Far This Time?

Motley Fool·Aug 31, 2026 at 01:26 PM

- Apple has raised the monthly subscription price of its Apple TV+ streaming service to $14.99, marking a sharp increase from its initial $4.99 rate launched in November 2019. - Industry data shows that the total monthly cost for seven major streaming services has surged by 79% over five years, rising from $69.93 to $125.43. - The article argues that smaller platforms like Apple TV+, having tripled their prices, risk facing subscriber churn and expulsion from household budgets during economic downturns.

Apple-0.01%Leverage Shares 2X Long AAPL Daily ETF-0.13%

Zhipu (Trans): Revenue mix flipped; ARR at $1.6bn

Aug 31, 2026 at 01:03 PM

SHEIN: Temu's assault and tariff headwinds—can the $100bn unicorn reinvent itself?

Aug 31, 2026 at 10:49 AM

Prediction: Meta Stock Reclaims Its All-Time High Before 2029.

Motley Fool·Aug 31, 2026 at 08:35 AM

- Meta Platforms stock is predicted to reclaim its all-time high of $790.00 before 2029 without requiring multiple expansion. - Despite surging capital spending, high legal charges, and a drop in earnings, Meta's core advertising revenue grew 28% year over year to $60.8 billion in the second quarter. - Achieving mid-teens annual earnings growth of about 14% a year is projected to drive the stock recovery given its forward price-to-earnings ratio of roughly 17.

Meta Platforms+2.59%META 2X Long ETF+5.10%

H3 Max Steals the Show; MiniMax Soars 16%; AAPL's new CEO takes office tomorrow | Daily News Recap

Aug 31, 2026 at 08:21 AM