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Jim Cramer on Rubrik (RBRK): “It Just Came in Maybe Too Hot”

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Jim Cramer on Rubrik (RBRK): It Just Came in Maybe Too Hot Syeda Seirut Javed Thu, September 3, 2026 at 2:46 PM PDT 4 min read RBRK Jim Cramer questioned the reaction to Rubrik, Inc.'s (NYSE: RBRK ) latest earnings report during the September 2 episode of Mad Money, as he said: What just happened to the stock of Rubrik? That's the data security company, reported a seemingly very strong quarter last week... The stock dropped 13% the next day. Darn thing's been drifting lower ever since. Now, this is kind of crazy, people. Rubrik posted a big revenue beat. Earned 20 cents per share when the analysts were looking for 4 cents. They raised their full-year forecast for revenue. Annual recurring revenue was sensational. Margins, free cash flow good too. Stock got hurt. Now some of that's because Rubrik's billings, some people say, came in a little light. I think it's supposedly because the stock had run up like crazy in the month before the quarter. It just came in ma...

Palladyne AI’s Revenue Jumped 470%, but Its Operating Loss Widened. Is the Backlog Enough?

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Palladyne AI’s Revenue Jumped 470%, but Its Operating Loss Widened. Is the Backlog Enough? Habib Ur Rehman Thu, September 3, 2026 at 2:36 PM PDT 3 min read PDYN Palladyne AI reported headline growth that looks dramatic: second-quarter revenue rose 470% year over year and 63% sequentially to $5.783 million. Palladyne AI Corp. (NASDAQ: PDYN ) ended June with $24.6 million of backlog, up 43% during the quarter after roughly $13 million of new contract awards, net of revenue recognized. Management expects most of that backlog to become revenue over the next 12 to 18 months and reiterated 2026 revenue guidance of $24 million to $27 million, or 357% to 415% growth. Palladyne AI's Revenue Jumped 470%, but Its Operating Loss Widened. Is the Backlog Enough? Copyright: ralwel / 123RF Stock Photo The comparison needs an important qualification. Palladyne said the increase came from acquisitions as well as organic growth. Its 10-Q says second-quarter product revenue was derived mainly from bu...

Jim Cramer Calls Dell’s (DELL) Quarter One of the Best He Has Ever Seen

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Jim Cramer Calls Dell’s (DELL) Quarter One of the Best He Has Ever Seen Syeda Seirut Javed Thu, September 3, 2026 at 11:24 AM PDT 4 min read DELL Jim Cramer broke down Dell Technologies Inc.'s (NYSE: DELL ) post-close earnings report on Mad Money's episode aired on September 1, as he declared it one of the best quarters he has ever witnessed. He stated: You're getting a Dell, specifically, a blowout quarter from Dell Technologies. After the close, this iconic maker of tech hardware reported one of the best quarters I've ever seen thanks to the incredible strength of their AI server business. Dell's revenue grew 58% year-over-year, a 2 billion dollar beat. The company earned $7 and 4 cents per share. That's more than $2 above what Wall Street was looking for and more than triple what they made the year before. And the guidance was even better. They took their full-year earnings per share forecast from just under 18 bucks all the way up to $25.50. Stunning, defin...

Stocks making the biggest moves midday: Sandisk, Tesla, Lululemon, Quanex, AMC & more

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Stocks making the biggest moves midday: SNDK, TSLA, NX, AMC Skip Navigation Markets Business Investing Tech Politics & Policy Video Watchlist Investing Club PRO Livestream Menu Check out the companies making the biggest moves midday: Guidewire Software Shares of the platform for insurers plummeted 21% after revenue guidance for the current quarter fell short of expectations. Guidewire sees revenue ranging from $372 million to $378 million, versus the LSEG consensus estimate of $387 million. Full-year revenue guidance ranged from $1.71 billion to $1.73 billion, versus the $1.70 billion estimate. Tesla The electric vehicle company's stock dropped 6%. The National Highway Traffic Safety Administration announced an investigation into whether Tesla's Cybercab is compliant with all federal safety standards. The announcement came after the company launched its robotaxis in Austin, Texas, on Thursday. Sandisk , KLA Both chip stocks traded sharply higher, as the semiconductor space...

White House has vetted candidates for key CFTC vacancies, sources tell CNBC. It's unclear if they will be filled

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The White House has vetted candidates for the four open commissioner positions at the Commodity Futures Trading Commission , three people with knowledge of the matter told CNBC. When or if the White House will ultimately act on those potential candidates isn't clear. The CFTC's five commissioners are mandated to be members from the political party in the White House and two from the opposing one. But at the moment, the CFTC which regulates derivatives contracts currently only has one, chairman Michael Selig . The agency oversees regulation for futures, options and swaps markets. It also plays a key role in regulating novel asset classes, like cryptocurrency , and under Selig as the sole commissioner has taken an aggressive approach to defend what it sees as its sole right to regulate growing prediction market platforms. Bloomberg News reported earlier this year bipartisan names that the White House was potentially considering for the open seats. In early July, the Trump admin...

The jobs apocalypse is postponed. An AI jobs boom is here

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Trump doubles down on threat to halt trade with top partners unless Fed cuts rates

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President Donald Trump on Friday doubled down on his threat to cut off trade with countries that have surpluses with the U.S. unless the Federal Reserve cuts interest rates . "What I'm saying, very simply, is that we should be paying the lowest interest rate in the world," Trump said in the Oval Office Friday afternoon. He had been asked about his Truth Social post earlier in the day declaring, "LOWER THE RATE OR I'LL STOP TRADING WITH COUNTRIES WITH WHICH WE HAVE A DEFICIT." Trump issued that sweeping ultimatum after urging the Fed and its chairman, Kevin Warsh , to "get smart" and cut rates following a much-stronger-than-expected monthly jobs report . Great jobs number just announced, breaking all estimates (except mine!) by double and triple - And you haven't seen anything yet! EMPLOYERS ADDED 162,000 JOB IN AUGUST. Lower the interest rates because the U.S.A. is a much stronger credit than it was just a short time ago! A STRONG COUNTRY MEAN...

John Ternus, Apple’s new ‘wicked calm’ CEO

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U.S. payrolls rose 162,000 in August, much more than expected; unemployment rate at 4.1%

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The U.S. economy added jobs at a brisk pace in August, reversing a summer slowdown in hiring, while the unemployment rate held steady. Nonfarm payrolls rose a seasonally adjusted 162,000 for the month while the unemployment rate, as expected, held steady at 4.1%, the Bureau of Labor Statistics reported Friday. Economists surveyed by Dow Jones had been looking for a payrolls increase of 53,000. August's total was the strongest monthly gain since March. "Net, net, the labor market is alive and well and generating thousands of new jobs to help keep economic growth squarely in the plus column," said Chris Rupkey, chief economist at Fwdbonds. The report was consistent with what Federal Reserve officials have called a stable labor market, and likely turns the central bank's focus to next week's reports on consumer and producer prices as the final determinant heading into the interest rate decision in less than two weeks. Stock market futures moved mostly lower after th...

Yen's changing fortunes might finally be spooking the bears

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Yen's changing fortunes might finally be spooking the bears FILE PHOTO: Holograms, which show different images and colours depending on the angle at which they are viewed, are seen on the new Japanese 1,000 yen banknote as the new note is displayed at a currency museum of the Bank of Japan in Tokyo, Japan July 3, 2024. REUTERS/Issei Kato/Pool/File Photo Reuters By Dhara Ranasinghe, Rae Wee and Atsuko Aoyama Fri, September 4, 2026 at 8:38 AM PDT 5 min read JPY=X By Dhara Ranasinghe, Rae Wee and Atsuko Aoyama LONDON/SINGAPORE/TOKYO, Sept 4 (Reuters) - Six weeks after hitting a four-decade low against the dollar, the tide appears to be turning for the battered yen as a host of factors finally smoke out traders who have spent years betting against the Japanese currency. While central bank rate hikes and record currency intervention have failed to provide lasting support for the yen, new tailwinds from capital repatriation, unwinding carry trades and U.S. political pressure are now giv...

ONEOK (OKE) is Funding a $4.4B Acquisition With a $9B Minority Investment. Is the 7% Capped Return Attractive?

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ONEOK (OKE) is Funding a $4.4B Acquisition With a $9B Minority Investment. Is the 7% Capped Return Attractive? Jeff Lewis Fri, September 4, 2026 at 8:03 AM PDT 4 min read OKE ONEOK, Inc. (NYSE: OKE ) agreed to acquire Brazos Midstream's Permian Midland Basin assets for $4.425 billion in cash. A $9 billion nonvoting minority equity investment from Apollo-managed funds will fund the acquisition and support approximately $5 billion of debt extinguishment. ONEOK, Inc. (NYSE:OKE) expects pro forma 2027 leverage to decline to approximately 3.25 times debt-to-EBITDA without common-share issuance. The minority investor's internal rate of return, or IRR, is capped at 7.0% for nine years, below what ONEOK, Inc. (NYSE:OKE) describes as its cost of publicly traded equity. The cap applies to total return over time, not a fixed annual cash coupon. Freedom Broker Turns Cautious on ONEOK (OKE) Despite Higher Price Target Bull Case Apollo-managed funds will receive a Class B interest in a new ...

Trump says will stop trade with some countries if Fed doesn’t lower rates

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Hospitality and education boosts US job creation in August

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Image source, Getty Images By Michael Race Business reporter , Reporting from New York Published 4 September 2026, 13:54 BST Updated 4 minutes ago A boost in hospitality and education employment drove the US economy to create tens of thousands more jobs than expected last month, latest figures suggest. The number of roles added to the world's biggest economy increased by 162,000 in August, almost triple the 56,000 forecast by analysts. An increase in employment during the final month of the summer in restaurants and bars, as well as in local government education ahead of the new school year, was behind the rebound. The stronger jobs figures are likely to add to growing expectations that the Federal Reserve will increase interest rates later this month. Last week, Kevin Warsh, head of the US central bank, signalled that rates could be hiked if policymakers were not confident price rises were easing for Americans. Inflation, which measures price increases over time, remains above th...

Stocks making the biggest moves premarket: AMC, USA Rare Earth, Lululemon, Adobe & more

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Stocks making the biggest moves premarket: AMC, USAR, LULU, ADBE Skip Navigation Markets Business Investing Tech Politics & Policy Video Watchlist Investing Club PRO Livestream Menu Check out the companies making the biggest moves in premarket trading: AMC Entertainment The movie theater company gained 5.5% after its CEO slammed Robinhood for its stock tokens for AMC and others, calling the practice contemptible, outrageous and vile. Shares of Robinhood slipped nearly 2%. Equifax , TransUnion The credit monitoring companies shed xx and xxx, respectively. Federal Housing Finance Agency Director Bill Pulte said on X late Thursday that Equifax, TransUnion and Experian have been "overcharging Americans for too long. This will end soon." Rare earth stocks Shares of rare earth companies moved higher following a Reuters report that some Chinese firms halted U.S. shipments due to geopolitical concerns. USA Rare Earth and Critical Metals both added roughly 4%, while MP Materials ...

Fear not the bond market skinny dippers

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Global bond sell-off likely not over yet, Mohamed El-Erian tells CNBC

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Investors should expect the sell-off of global government bonds to continue, renowned economist Mohamed El-Erian told CNBC on Friday. "I don't see any appetite in the U.S. for immediate fiscal consolidation. So I suspect we will continue to see upward pressures on yields," he told CNBC's Carolin Roth at the Ambrosetti Forum in Cernobbio, Italy. Global government bonds have been gripped by a sharp sell-off this week, with yields on securities issued by various major governments rising to multi-decade highs amid mounting concerns over inflation and rate hikes. Bond yields and prices move inversely to one another. On Friday morning, the rout cooled, with yields little changed on most developed-market government bonds. U.S. Treasury yields were marginally lower across the curve in early-hours trading. El-Erian, the Rene M. Kern Practice Professor at the University of Pennsylvania's Wharton School and chief economic adviser at Allianz, told CNBC he did not see anythin...

Money market account vs. Treasury bill: Which option is best for your savings?

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Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure . Money market account vs. Treasury bill: Which option is best for your savings? Both offer high-than-average interest earnings, but serve different purposes. Sarah C. Brady Contributor Wed, September 2, 2026 at 11:35 AM PDT 4 min read If you think it doesn't matter where you keep your savings, think again. There are several options for depositing your cash, each with different perks and limitations. If you choose a money market account (MMA) , you'll have easy access to your money, but the interest rate on the account could drop at any time. With Treasury bills (AKA T-bills), the opposite is true: You can't access your money as easily, but your rate of return is guaranteed as long as you leave your money on deposit until the maturity date. As you can see, those two features alone make these accounts useful for...

Analysis-Yen’s changing fortunes might finally be spooking the bears

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