IJR News

AMD agrees to buy Fei-Fei Li's World Labs in $8.2B deal — 16hAMD agreed to buy Fei-Fei Li's World Labs for about $8.2 billion in stock; Li will join as chief scientist reporting to Lisa Su.

Nicole Hardy Li joining as chief scientist under Su could speed up their spatial computing work if the teams integrate well.

UBS Reaffirms Buy Rating on ASML After Quarterly Results — 1dUBS reiterated its Buy rating on ASML, joining a generally positive analyst consensus that remains “Moderate Buy.” The company recently reported quarterly earnings of $8.65 per share on $10.62 billion in revenue.

Crane NXT Draws Moderate Buy RatingsFinance — 4dCrane NXT has a consensus “Moderate Buy” rating from analysts, with an average price target of $66.83; Jefferies recently initiated coverage with a Buy rating and a $60 target, arguing the company’s security technology and industrial businesses are undervalued. The stock has fallen amid acquisition costs and slower sales in legacy hardware, though its latest quarterly earnings and revenue topped analyst expectations.

China Weighs Nvidia Chip Buys for Alibaba, ByteDance — 1dChina's MIIT asked firms about Nvidia RTX Pro 5500 order volumes; officials indicated approval is likely. ByteDance reportedly weighs about one million chips.

Tom Gallagher Officials reviewing the purchases first is the right step to balance tech access with security concerns.

Analysts Rate Silvaco Moderate BuyFinance — 6dRosenblatt reiterated its Buy rating on Silvaco Group with a $14 price target; broader analyst assessments range from Moderate Buy to Strong Buy. The company reported quarterly revenue of $17.81 million, up from $12.05 million a year earlier, while its net loss narrowed to $3.68 million.

Most Influential Women in World HistoryYourlist — RankingFrom ancient queens who ruled empires to modern activists who changed laws, these women left indelible marks on politics, science, and culture. Vote for who you think shaped history most profoundly.

Analysts Rate Four Stocks Buy or Moderate BuyBusiness — 6dAnalysts broadly favor the covered stocks: Assurant has a consensus Buy rating, while Alumis, Ategrity Specialty and ASML each have a Moderate Buy rating. Recent quarterly results beat analyst estimates at Assurant and Ategrity Specialty, while Alumis missed forecasts; the ASML report also highlights demand for its next-generation semiconductor equipment.

Trump Denies Discussing Arms Sales With Xi — 1dU.S. Ambassador David Perdue said President Trump once asked Xi Jinping whether China wanted to buy American weapons, a remark made public amid scrutiny over delayed U.S. arms sales to Taiwan and concern about Washington’s commitment to the island. Analysts called the reported offer alarming, while Perdue said U.S. support for Taiwan remains unchanged; an arms sale to China would also violate longstanding U.S. law.

Temasek acquires 9% stake in FSI and commits to future funds — 1dTemasek buys 9% of FSI’s management company and commits to future funds, targeting Italy’s 10,000 mid-market firms of which only about 10% hold institutional equity.

Sam Okafor This looks like a smart way for Temasek to build on its Italy presence while targeting higher returns in Europe.

TD Cowen Reaffirms ServiceTitan Buy, $100 TargetBusiness — 6dAnalysts maintain a Moderate Buy consensus on ServiceTitan, with a $96.38 average price target, while TD Cowen reaffirmed its Buy rating and $100 target. Separate reports point to potential growth from consumer agents and contractors’ increasing use of AI, as businesses prioritize profitability and operational efficiency.

Trump sets 34.5 mpg fuel economy standard by 2031 — 22hPresident Trump approved new CAFE targets far below Biden’s 50.4 mpg rule, promising lower sticker prices and room for the trucks and SUVs Americans actually buy as NHTSA finalizes the change.

Tom Gallagher This rollback to 34.5 mpg feels realistic given how many families actually drive trucks and SUVs every day.

Truist Lowers Targets on Camden and Norwegian While Raising SailPoint's — 5dTruist Securities maintained a Buy rating on Camden Property Trust while cutting its price target to $108, and raised its targets for SailPoint and Royal Caribbean Group, which remain rated Buy and Hold, respectively. It also maintained a Hold rating on Norwegian Cruise Line while lowering its price target to $16.

Physical Books vs E-ReadersYourlist — VS BattlePaper's soul versus the paperless suitcase.

Analysts Give Four Firms Positive RatingsFinance — Sep 22, 2026Analysts are broadly positive on TMX Group, with brokerages giving its shares consensus ratings ranging from “Moderate Buy” to “Buy.” The company operates major Canadian exchanges and other financial-market infrastructure.

Circle CFO Fox-Geen plans 2026 departure — 3dCircle CFO exits by December 2026; insiders sold $319.5M in shares over 12 months with zero buys as USDC holds about $75B market cap.

Maya Lindstrom Five years is a long tenure for a CFO in crypto, so his departure could bring some needed fresh perspective if they hire right.

Zacks Cuts NVR Estimates, Downgrades NexxenBusiness — 6dZacks Research cut NVR’s third-quarter and fourth-quarter 2026 earnings forecasts and rates the homebuilder a strong sell, while the broader analyst consensus remains hold. The firm also downgraded Nexxen International from strong buy to hold, despite recent quarterly results beating estimates and most other analysts maintaining buy or outperform ratings.

National Estimates Show Monthly Homebuying Costs Now Top Rent — 6dIn New York City, some home and apartment listings may make buying a competitive alternative to rent increases. But nationally, high prices and monthly ownership costs are pushing first-time buyers to record ages and leading many Americans to delay—or reconsider—homeownership, even as interest in buying has risen faster than sales.

Would you get phished?Quizie — QuizFifteen workplace scam scenarios. Most people are more confident than correct — the rank says which one you are.

Uniper agrees to buy 40,000 tonnes of eSAF yearly from Danish project — 6dUniper agreed to buy 40,000 metric tons of synthetic sustainable aviation fuel annually for more than a decade from Arcadia eFuels’ planned Danish plant, with deliveries expected in the early 2030s. The deal could support European eSAF production, but the project has not yet reached a final investment decision and Uniper’s commitment covers about half its planned capacity.

Bank of America keeps Boeing buy rating with $270 target — Sep 18, 2026BofA kept a Buy on Boeing at $270—about 36% above the $198.13 price—after a 76-cent quarterly loss; the 2023-dated call ran in a 2026 alert.

Jared Kim Soft investment banking revenue is a concern yet the trading outlook and Boeing buy rating suggest banks see stability ahead.

BlackRock-backed group in exclusive talks for Asia data centers — 5dBlackRock-backed AIP and IFM Investors are in exclusive talks to buy Stack's Asia-Pacific data centers from Blue Owl in a deal valued at $20-25 billion.

Priya Raman BlackRock backing this kind of scale in Asia data centers makes sense given the cloud growth out there.

Rosenblatt Initiates Soluna Coverage With Buy RatingBusiness — Sep 17, 2026Rosenblatt Securities initiated coverage of Soluna with a Buy rating and a $4 target, signaling upside from its AI/HPC development plans in Texas, while other analysts have issued a mix of Buy, Hold, and Sell ratings leaving a consensus Hold with a $4 target. In the latest quarter, Soluna posted an EPS of -$0.18 on $15.06 million in revenue, missing estimates as the company pursues its AI/HPC expansion and ERCOT-related milestones.

Prosecutors Seek 15-Year Term for Kakao Founder — 6dProsecutors sought a 15-year prison term for Kakao founder Kim Beom-su on September 23, 2026, over alleged SM share buys meant to stay above HYBE's tender-offer price.

Jared Kim Prosecutors should focus on concrete proof of orders instead of pushing a 15-year term after the first acquittal.

China Advances Orders for 150 Boeing Jets — Sep 21, 2026China is moving ahead with its May commitment to buy 200 Boeing aircraft, with about 150 reportedly in the order process. Despite earlier speculation about a much larger deal, Boeing and U.S. officials have signaled that additional orders are not expected imminently around the Trump-Xi summit.

Beijing Drone Ban Takes Effect Nov. 15Tech — Sep 17, 2026Beijing is imposing a citywide ban on flying, possessing, and storing drones with a November 15 deadline, while offering buy-back subsidies of up to 3,000 yuan (30% of resale value) and recycling options to ease disposal. Reactions vary as some owners criticize the schemes as robbery and complain of sharp price declines, whereas others acknowledge the safety rationale and comply amid queues at police-present buy-back sites.

Chime to Buy Stride Bank for $590 Million, Raises Earnings Guidance — Sep 9, 2026

Derek Foss This 590 million price tag looks high but the raised earnings guidance shows they have a solid plan to grow from it.

UBS Rates Five AI Hosting Stocks Buy — 5dUBS sees sizable upside in five former Bitcoin miners repurposing their power assets for AI data centers, arguing that scarce grid access and contracted capacity position them to benefit as computing demand surges, though execution and tenant risks remain. Other market coverage points to potential beneficiaries across the broader buildout—including Quanta Services, Keysight, Amphenol, Tutor Perini and Viavi—while noting that higher rates and inflation may complicate the investment outlook.