Daily coverage of stocks, indices, commodities and rates — what moved, and what it means for your money.
Sep 4, 2026
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1 min read
A much stronger August payroll report eased recession fears but revived the possibility of another Federal Reserve rate increase.
Sep 1, 2026
3 min read
The FTC and 22 states are challenging the auction mechanics behind one of Amazon’s fastest-growing businesses—and the dispute reaches beyond a routine legal expense.
Falcon IQ and Falcon Guardian extend CrowdStrike’s platform from protecting employees and endpoints to monitoring autonomous software that can act on their behalf.
The government contractor delivered an earnings beat and stronger outlook, while book-to-bill remained below one—a tension investors should watch closely.
Wall Street expects extraordinary growth tomorrow. The quality of the quarter will depend on both custom AI silicon and the recurring software business built around VMware.
The natural-gas producer is trading minority interests and future economics for outside cash that can accelerate drilling and reduce funding pressure.
Investors expect another quarter of rapid growth. The harder question is whether platform adoption can produce durable margins and cash flow.
4 min read
AI server demand has transformed Dell’s growth outlook. Tonight’s results need to show how much of that demand can become durable profit.
A strong fiscal first quarter featured double-digit growth across major businesses—but an extra week means investors should separate momentum from calendar help.
The new $150 price target rests on a broader thesis: Robinhood can turn a large customer base into a multi-product financial platform.
John Ternus takes the top job with Apple’s hardware machine intact, but the next phase depends on turning AI promises into products customers actually use.
The investment shows how NVIDIA may protect its position even as hyperscalers and AI developers design more custom chips.
