CommoditiesNYSEAMERICAN:BTG
B2Gold Shares Rise 4.3% as Gold-Cost Gap Tops $2,000 an Ounce
B2Gold Corp. climbed 4.3% to $5.6401 on Thursday. Volume reached 47.3 million shares by 15:36 EDT. That was 1.87 times its three-month daily average.
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BreakingNASDAQ:MSFT
Microsoft Shares Gain 3% as $41 Billion Capital Spending Puts Focus on Cash Flow
REDMOND, Washington, September 3, 2026, 15:17 — Shares of Microsoft Corporation climbed 2.95% to $511.48 on Thursday, as the tech giant's strong cloud momentum…
Microsoft regular-session price
$511.48 · +2.95%
As of · U.S. dollars
Source: Nasdaq. Values shown at selected intervals; not live-streaming.
Growth still runs ahead of the group
Fiscal fourth quarter 2026 · year-on-year change
67%company gross margin
65%Microsoft Cloud gross margin
41%Intelligent Cloud operating margin
Source: Microsoft FY2026 Q4 earnings call.
The quarterly AI investment-to-cash bridge
Fiscal fourth quarter 2026 · billions of U.S. dollars
$55.4bnoperating cash flow
$41.0bnreported capital expenditure
$35.8bncash paid for property and equipment
$19.6bnfree cash flow
Investor lens: reported capital expenditure equaled 2.1 times free cash flow. Cash property spending equaled 1.8 times free cash flow.
Source: Microsoft FY2026 Q4 earnings call. Ratios calculated from reported figures.
Federal ReserveNASDAQ:AAPL
Nasdaq Up 1.5% After Waller Suggests Potential Rate Pause
By 15:00 EDT, the Nasdaq Composite was up 1.50% at 26,612.31, driven by strong performances in major technology stocks as Treasury yields retreated from…
Major indexes rose, but the Nasdaq kept the lead
Change from Wednesday’s close; intraday checkpoints through
NasdaqDowS&P 500Russell 2000
Source: Yahoo Finance intraday market data. Values are fixed snapshots, not live prices.
Strong session, quiet latest hour
Session change versus the separate 14:00–15:00 EDT interval
Nasdaq
+1.50%
Last hour −0.03%
Dow
+1.15%
Last hour −0.06%
S&P 500
+1.11%
Last hour −0.03%
Russell 2000
+0.40%
Last hour −0.11%
Source: Yahoo Finance one-minute index data; calculated from previous closes and 14:00 EDT levels. As of 15:00 EDT.
Consumer and financial shares led sector breadth
Select SPDR sector ETF changes from Wednesday’s close
8 up / 3 downSector breadth at 15:00 EDT
Source: Yahoo Finance quotes for XLY, XLF, XLK, XLB, XLE and XLP. Breadth uses all 11 sector funds.
Growth strengthened while price pressure rose
August survey readings and the market’s yield response
ISM services
55.4
July 54.1 · +1.3
ISM prices
72.6
July 70.3 · +2.3
ISM employment
47.8
July 47.4 · still below 50
10-year yield
4.762%
Prior 4.796% · −3.4 bp
Sources: Institute for Supply Management and Yahoo Finance. Yield as of 15:00 EDT.
CryptocurrencyNASDAQ:COIN
BitMine Rises 14% as Market Cap Approaches $15.9 Billion, Matching Disclosed Assets
NORWALK, Connecticut, September 3, 2026, 14:53 — Shares of BitMine surged 14% as the cryptocurrency miner’s market valuation neared $15.9 billion, closely aligning with…
BMNR intraday price — hourly samples
Last$26.355
Change+14.29%
Volume46.16m
USD per share. Samples: $24.155, $25.485, $25.910, $25.785, $26.060, $26.095 and $26.355. Source: Yahoo Finance; exchange data may be delayed.
Equity value versus the reported asset stack
Billions of dollars. Dates differ, so this is a simple gross comparison rather than adjusted net asset value.
Equity value
Sep. 3, 14:53 EDT
Sep. 3, 14:53 EDT
Disclosed holdings
Aug. 30, 15:00 EDT
Aug. 30, 15:00 EDT
Ether component
5.901m ETH at $2,510.13
5.901m ETH at $2,510.13
Sources: Yahoo Finance, ether price and BitMine’s SEC-filed August 31 update. Equity value uses 603,226,394 shares.
Ethereum treasury and staking scale
Progress toward 5% of ETH supply97.8%
Share of BitMine ether staked85.9%
Ether held5.901mAugust 30
Five-percent target6.035mAbout 133,888 ETH away
Annualized staking revenue$340mCompany projection
The target uses the company’s stated 120.7 million ETH supply. Revenue is a projection, not guidance. Source: BitMine August 31 SEC exhibit.
CanadaInterest Rates
Canada’s 4.09% Fixed Mortgage Rate Widens Gap After Bank Hold
Canada's cheapest advertised five-year fixed mortgage stood at 4.09% on Thursday. The lowest variable offer was 3.30%. That gap persisted after the Bank of…
Canada five-year government yield
Daily closes through September 2; September 3 is the intraday reading. Unit: percent.
As of . Sources: Bank of Canada and Investing.com market data.
Canada's mortgage pricing ladder
2.25%Bank of Canada policy rate
3.30%Lowest advertised five-year variable
3.415%Five-year Canada bond yield
4.09%Lowest advertised five-year fixed
6.09%Chartered-bank posted five-year benchmark
Mortgage offers updated September 3 at 13:05 EDT; bond yield captured at 14:46 EDT; posted benchmark dated September 2. Sources: Ratehub and Bank of Canada.
What the rate gap means for C$500,000
Illustrative monthly payments over a 25-year amortization.
TS2 calculation using equal monthly payments and Canada's semi-annual compounding convention. Rate inputs: Ratehub, September 3, 2026. Figures exclude fees, insurance and taxes.
BreakingNASDAQ:PLUG
Plug Power Shares See 30 Million Traded, Liquidity Covers 2.7 Quarters of Average Outflow
SLINGERLANDS, New York, September 3, 2026, 14:40 — Plug Power stock changed hands 30 million times, with its cash reserves matching 2.7 quarters of…
PLUG intraday price — hourly samples
Last$2.115
Change+1.20%
Volume30.03m
USD per share. Intraday range: $2.07–$2.13. Source: Yahoo Finance; exchange data may be delayed.
Second-quarter operating repair
Q2 2025 in gray; Q2 2026 in green. Dollars in millions.
Revenue
Gross loss
Operating loss
Source: Plug Power Form 10-Q, filed August 10, 2026. Rounded values.
Gross-margin map by business
Percent; gray is Q2 2025 and green is Q2 2026. Rightward movement means improvement.
Source: Plug Power Form 10-Q for the quarter ended June 30, 2026.
Liquidity and dilution markers
Unrestricted cash, June 30$161.9mBalance-sheet cash
Q2 net cash use~$61mCompany measure
August 7 asset proceeds$40mReceived after quarter-end
Unused ATM capacity, June 30$944.1mPotential equity supply
Source: SEC filing and company results. ATM means at-the-market equity program.
BreakingElectric Vehicles
ChargePoint Shares Jump 78% as Company Cuts Cash Burn to $4.2 Million
ChargePoint shares jumped on Thursday, following higher sales and a significant drop in cash consumption. Trading volume hit 38.0 million shares as of 14:34…
ChargePoint’s post-earnings repricing
$ per share during the regular session; previous close was $5.19.
Quarter-to-quarter operating bridge
Fiscal 2027 Q1 versus Q2. Loss and cash-use bars shrink as performance improves.
Revenue
Q1$101.8M
Q2$116.1M
GAAP gross margin
Q129%
Q236%
Adjusted EBITDA loss
Q1$19.2M
Q2$4.8M
Operating cash used
Q1$36.6M
Q2$4.2M
The rally moved beyond fresh Hold targets
Share price and recent analyst targets, scaled to $10.
Prior close$5.19
RBC target$6.50
TD Cowen target$7.50
14:34 price$9.22
NASDAQ:BTAIPharmaceuticals
BioXcel Shares Up 8% Amid 143 Million Shares Exchanged Prior to Delisting
Shares of BioXcel Therapeutics Inc. climbed 8.4% on Thursday, with trading volume totaling 143.1 million shares. At 13:59 EDT, the stock was quoted at…
BTAI price path after the bankruptcy filing
Daily closes in dollars; September 3 is the delayed intraday price.
As of . Sources: ChartExchange and FinancialContent.
Claims dwarf the quoted equity value
USD millions. Bars share a common $144.3 million scale; the bid is not a recovery forecast.
Balance-sheet data as of June 30, 2026. Equity value estimate uses the June share count and the 13:59 EDT price. Sources: BioXcel 10-Q, BioXcel 8-K, and Teva.
The restructuring clock
Voluntary Chapter 11 petitions filed.
Interim DIP order entered.
Nasdaq suspension scheduled at the open.
FDA target date for at-home IGALMI use.
DIP facility maturity, unless triggered earlier.
Sources: BioXcel 8-K and company release.
Stock MarketTechnology
Nasdaq Gains 1.5% as Big Tech Advances on Lower Yields
The Nasdaq Composite rose 1.54% as of 14:00 EDT on Thursday, leading a widespread U.S. market recovery. Easing bond yields supported renewed interest in…
Major indexes held their gains
Nasdaq +1.54%S&P 500 +1.14%Dow +1.20%Russell 2000 +0.51%
Source: Yahoo Finance one-minute index quotes; returns versus September 2 close.
Session advance versus the latest hour
Percentage change through 14:00 EDT
Nasdaq
Session+1.54%
13–14+0.18%
S&P 500
Session+1.14%
13–14+0.12%
Dow
Session+1.20%
13–14+0.09%
Russell 2000
Session+0.51%
13–14+0.11%
Source: Yahoo Finance one-minute quotes; TS2 calculations.
Advancers held a clear lead
Latest available exchange breadth: 12:00 EDT
NYSE
1,661 advancing913 declining
244.89 million primary shares
Nasdaq
2,536 advancing1,543 declining
3.79 billion shares
Source: WaveRider midday market summary.
Sector performance
· Select Sector SPDR proxies
Consumer discretionary+1.75%
Financials+1.47%
Technology+1.32%
Communication+1.09%
Real estate+0.98%
Industrials+0.90%
Utilities+0.86%
Health care+0.10%
Staples−0.04%
Energy−0.13%
Materials−0.37%
Source: Yahoo Finance; TS2 calculations versus September 2 closes.
NASDAQ:AURStock Market
Aurora Stock Surges 8% as Investor Day Highlights 158-Times Run-Rate Valuation
Aurora Innovation, Inc. climbed 7.9% on Thursday after the autonomous trucking company announced a September investor day. The share increase boosted its market capitalization…
Aurora shares accelerated after midday
Nasdaq price in U.S. dollars. Snapshot at .
Source: Yahoo Finance. Five-minute observations; final point is the stated snapshot.
The valuation bridge
Equity value at 13:59:47 EDT versus company financial targets.
Market capitalization$12.66bncurrent snapshot
2026 revenue guidance$14m–$16mcompany range
Year-end TaaS run-rate~$80mcompany target
Market cap / run-rate158×calculated
Sources: Yahoo Finance and Aurora's second-quarter shareholder letter. Ratios use the guidance midpoint where stated.
Five checkpoints for the scaling thesis
September 10Goldman conferenceManagement presentation at 17:25 EDT
September 23Investor dayDallas scaling update from 08:45 CDT
End-Q3 target20–25 trucksSecond-generation driverless fleet
October target1,000 annualizedRoush upfit production run-rate
Year-end targetMore than 200Driverless trucks in operation
Source: Aurora investor relations and the second-quarter shareholder letter. Targets are management projections.
Artificial IntelligenceBlockchain
Binance Enables AI Agent Trading, BNB Advances 5.2%
Binance has enabled exchange trading for AI agents managed by users via Agent OS. This access layer allows agents to view market data and…
BNB climbed through the global trading day
Hourly BNB/USDT closes, with the latest trade added at the right
BNB moved with large crypto assets
Rolling 24-hour change at the same reporting time
BNB+5.15%
Bitcoin+5.13%
Ether+5.02%
Binance retained a wide exchange-share lead
Estimated share of centralized crypto-exchange trading volume, Q1 2026
Binance32.77%
OKX13.27%
Bybit9.55%
Gate8.88%
EarningsNYSE:F
Ford Stock Rises 2.3% as Recall Fleet Nears One Month of U.S. Sales
Ford Motor Company shares rose 2.3% on Thursday despite two fresh vehicle recalls. The stock traded at $14.4601 at 13:39 EDT. Volume reached 24.95…
Ford intraday price
NYSE, U.S. dollarsAs of . Points: 09:30 $14.185; 10:30 $14.223; 11:30 $14.4299; 12:30 $14.40; 13:30 $14.4499; latest $14.4601. Source: Nasdaq.
Recall population versus one month of U.S. sales
93.0%Combined recall population / August company sales
August Ford + Lincoln sales
170,681
Mustang wiring recall
148,663
Multi-model piston recall
10,001
Recall counts are potential populations, not confirmed defects. Sources: NHTSA 26V547, NHTSA 26V548, and Ford’s August sales release data.
Ford’s warranty ledger
$17.571BWarranty and field-action obligationBalance at June 30, 2026
$3.031BPayments in first-half 202617.3% of the June obligation
Up to $2.0BPossible costs above accrualsCompany estimate for material field and customer actions
About $1.0B2026 cost-reduction targetCombined material and warranty savings
Sources: Ford’s second-quarter 10-Q and 2026 outlook. Dollar amounts are not estimates of these two recalls.
CanadaStock Market
Canada’s Trade Surplus Drops by 82% as Dollar Strengthens 0.5%
Canada’s merchandise trade surplus narrowed by 82% in July. The balance reached C$769 million, falling short of the C$3.57 billion consensus by C$2.8 billion.
Canadian dollar strengthens after the 08:30 trade release
USD/CAD; a lower rate means a stronger Canadian dollar.
July’s surplus was one-fifth of June’s
Canadian merchandise trade balance, C$ billions.
U.S. share falls as other destinations set a record
Share of Canadian merchandise exports by destination.
BreakingEarnings
UiPath Shares Gain 3% Pre-Earnings With ARR Bar Down 38%
UiPath Inc. stock gained 3.0% to $18.53 on Thursday, trading higher before its fiscal second-quarter earnings release. The company is scheduled to announce results…
UiPath held most of its opening gain
Intraday change from Wednesday's $17.99 close
As of . Source: Yahoo Finance; values rounded.
The ARR hurdle is lower
Q2 guide midpoint implies 38% less net new ARR
Q1 actual$49m
Q2 guide high$33m
Q2 midpoint$30.5m
Q2 guide low$28m
ARR at April 30 was $1.901 billion. Q2 guidance was $1.929 billion–$1.934 billion. Source: UiPath; TS2 calculations.
First-quarter operating pulse
Revenue$418m+17% year on year
ARR$1.901bn+12% year on year
Net retention109%existing cohort
Adjusted free cash flow$130m31% of revenue
Quarter ended April 30, 2026. Q2 margin uses the midpoint of revenue guidance. Source: UiPath; TS2 calculations.
CryptocurrencyNASDAQ:COIN
Coinbase Shares Surge 10.5%, Placing Exchange’s Market Value at 11x Annual Revenue
Shares in Coinbase Global, Inc. surged 10.5% to $193.36 on Thursday. The rally put the exchange’s market value at approximately $51.0 billion, or 11.0…
COIN accelerated after the opening bell
Nasdaq price, U.S. dollars; previous close $174.96
Source: Nasdaq. As of .
Coinbase’s revenue engine is nearly balanced
Second quarter of 2026; share of $1.154 billion net revenue
52%Transactions · $599.2m
48%Subscriptions and services · $555.1m
-$359.5mGAAP net loss
$207.8mAdjusted EBITDA
$245.9bnAssets on platform
Source: Coinbase Form 10-Q, quarter ended June 30, 2026. Adjusted EBITDA is non-GAAP.