Amundi reduced its stake in KKR & Co. Inc. by 36.1% in the second quarter, now holding 2,382,672 shares valued at $218.68 million. Other institutional investors have also adjusted their positions in KKR. The company has received a "Moderate Buy" consensus rating from analysts, with a target price of $130.00.

Affiliates of Silver Lake, a significant shareholder in Dell Technologies Inc. (NASDAQ:DELL), reported the sale of 803 shares of Class C common stock totaling $351,764 on September 3, 2026. The sale occurred after the conversion of Class B shares to Class C, with prices ranging from $496.23 to $513.55 per share. Despite the sale, Dell shares are trading near their 52-week high, having surged 328% year-to-date, though InvestingPro analysis suggests the stock may be overvalued.

United Rentals (URI) announced that CEO Matt Flannery and CFO Ted Grace will present at the Morgan Stanley 14th Annual Laguna Conference on September 15, 2026. They will discuss the company's business outlook and forward-looking information. The presentation will be accessible via live webcast, highlighting United Rentals' commitment to transparent communication with the investment community.

Duke Energy (NYSE:DUK) is currently gaining market attention due to a recent update regarding its grid and customer-service programs. As a regulated electric and gas utility, this development is directly linked to the company's core operations and established activities. The S&P 500 provides a broader market context for this discussion, highlighting the company's execution priorities within the utility sector.

Shares of Intel (INTC) slipped after AMD reaffirmed TSMC as its primary wafer supplier, despite keeping other options open and Intel's recent gains. AMD's CFO stated their relationship with TSMC involves co-development, and while they will evaluate all advanced technologies, TSMC remains their main partner. This comes as AMD faces tight supply for its AI business, which has exceeded expectations and is projected to double its data center business by 2027.

Arista Networks is targeting $12.6 billion in revenue by 2026, driven by growth in AI, campus, and cloud networking. The company anticipates substantial growth, with AI revenue projected at $3.5 billion and campus revenue exceeding $1.25 billion, while maintaining its gross-margin outlook despite supply chain challenges. Arista emphasizes its continued investment across its networking portfolio, improved supply chain visibility, and its Extensible Operating System (EOS) as key differentiators and growth enablers.

BlossomHill Therapeutics (NASDAQ:BLSM) is set to have its quiet period expire on September 16th, allowing IPO underwriters to begin research coverage. Analysts currently have a "Moderate Buy" consensus rating with an average price target of $32.20. Insider activity shows significant acquisitions of shares by directors in the last quarter.

Synopsys and Singapore’s A*STAR have signed an MoU to accelerate innovation in advanced semiconductor packaging and simulation technologies, focusing on chiplet-based architectures for AI and HPC. This collaboration, through the A*STAR IME–Ansys Joint Innovation Consortium for Semiconductor Excellence (JICSE), will leverage digital modeling and analysis to address design, reliability, and performance issues earlier in the development process. The initial phase will concentrate on mechanical design challenges in multi-chiplet architectures, supporting local companies and fostering R&D in Singapore's semiconductor industry.

Legendary short seller Jim Chanos has questioned Nvidia's AI chip economics, specifically challenging CEO Jensen Huang's assertion that Nvidia's compute is "highly rentable" and a "productive, revenue-generating asset." Chanos's skepticism focuses on companies that purchase Nvidia hardware to rent it out, suggesting that if the chips are so valuable and scarce, Nvidia should either rent them directly or charge more. This debate highlights the growing scrutiny over who ultimately captures the economic value in the booming AI infrastructure market, especially concerning the long-term utility and value depreciation of AI hardware.

Tether Global Investments Fund, a major shareholder in Gold.com (NYSE:GOLD), recently purchased an additional 100,000 shares for $3.93 million, increasing its direct ownership by 50% to 300,000 shares. This insider buying comes despite Gold.com reporting lower-than-expected Q4 earnings and revenue, though the company did declare a $0.20-per-share special dividend. Analysts maintain a "Moderate Buy" consensus rating with an average price target of $58 for Gold.com.