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Major Averages Surge as Inflation Pressure Eases
The major averages closed sharply higher to end an otherwise down week. The rebound came as oil prices retreated from their recent highs, easing some of the inflation pressure that has pushed Treasury yields to multiyear highs.The August consumer price index report came in roughly in-line with expectations, with headline consumer prices rising 0.4% month over month and 3.4% from a year earlier, while core CPI increased 0.3% monthly and 2.4% annually. The firmer-than-expected core reading suggests underlying inflation remains sticky.Markets are now pricing about 90% odds of a 25-basis-point Fed hike next week, a dramatic change from the expectations for rate cuts that dominated the market earlier in the summer.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Oracleprovided areport for Q1Adobealso provided areport for Q3CopartACV Auctionsfor $10.50 per share in cash, representing an implied equity value of approximately $1.9BKrogerreportedand reiterated its FY26 adjusted earnings guidanceOpenAI CEO Sam Altman told staff the company could slow down the development of AI,2. WALL STREET CALLS:NuScale Powerto Sell from Neutral at UBSJPMorganChewyto Neutral, citing pressure on organic growthBarringtonCopartto Outperform from Market PerformInternational Paperto Buy at BofA following pullbackBernsteincoverage of Shopifywith an Outperform rating3. AROUND THE WEB:PayPalCEO Enrique Lores is planning to run the company as a standalone business after a proposed buyout valued at over $50B stalled, WSJ reportsBroadcom'sVMware licensing overhaul is drawing deeper EU antitrust scrutiny as regulators investigate whether changes to VMware's software licensing and pricing are harming cloud providers and their customers, Bloomberg reportsColgate-Palmoliveis weighing a sale of certain mass-market personal care brands, including Softsoap, Irish Spring, and Speed Stick, and is working with Goldman Sachson the process, Reuters reportsAlibabais set to lead a $300M investment in UniPat AI, valuing the company at $2.5B, Bloomberg reportsNvidiais facing DOJ scrutiny over whether its $17B non-exclusive Groq licensing deal and hiring of key executives were structured to avoid antitrust review, NY Times says4. MOVERS:Celesticagained in New York after announcing Chawla willof group president, global markets, and Ankenmann will succeed him as chief financial officerSPS Commerceincreased after Bloombergthe company is in talks to be acquired by GTCRDell Technologieswas higher after RBC Capitalcoverage of the stock with an Outperform ratingOklofell after entering into anfor up to $1BTenablewas lower after pricing its upsized5. EARNINGS/GUIDANCE:RH, provided guidance for Q3, and narrowed its outlook for FY26Ibex, with CEO Bob Dechant calling it a "record-breaking quarter"Zumiez, with EPS and revenue missing consensusReformationand provided guidance for FY26MoneyHero, with EPS and revenue lower year-over-yearINDEXES:The Dow rose 508.71, or 0.98%, to 52,572.81, the Nasdaq gained 251.31, or 0.96%, to 26,333.04, and the S&P 500 advanced 65.18, or 0.86%, to 7,656.88.
Major Averages Rebound as Oil Prices Retreat
The major averages were sharply higher near noon, curtailing some of this week's declines after four straight down sessions. The rebound comes as oil prices retreat roughly 3% from their recent highs, easing some of the inflation pressure that has pushed Treasury yields to multiyear highs.The August consumer price index report came in roughly in-line with expectations, with headline consumer prices rising 0.4% month over month and 3.4% from a year earlier, while core CPI increased 0.3% monthly and 2.4% annually. The firmer-than-expected core reading suggests underlying inflation remains sticky.Markets are now pricing a high probability of a 25-basis-point Fed hike next week, a dramatic change from the expectations for rate cuts that dominated the market earlier in the summer. The 10-year Treasury yield is hovering around 4.94%-4.96%, while the 30-year yield recently reached its highest level since 2004.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Oracleprovided areport for Q1Adobealso provided areport for Q3CopartACV Auctionsfor $10.50 per share in cash, representing an implied equity value of approximately $1.9BKrogerreportedand reiterated its FY26 adjusted earnings guidanceOpenAI CEO Sam Altman told staff the company could slow down the development of AI,2. WALL STREET CALLS:NuScale Power (SMR)to Sell from Neutral at UBSJPMorganChewyto Neutral, citing pressure on organic growthBarringtonCopartto Outperform from Market PerformInternational Paperto Buy at BofA following pullbackBernsteincoverage of Shopify (SHOP) with an Outperform rating3. AROUND THE WEB:Colgate-Palmoliveis weighing a sale of certain mass-market personal care brands, including Softsoap, Irish Spring, and Speed Stick, and is working with Goldman Sachson the process, Reuters reportsElon Musk's SpaceXhas filed a lawsuit against Texas Attorney General Ken Paxton and Grimes County, Texas in an effort to prohibit the release of records related to tax breaks the company received for Terafab, the semiconductor facility it is building near Houston, Business Insider saysNovartisinvestors will be increasing their scrutiny of the company's dealmaking strategy following setbacks to drugs acquired through mergers and acquisitions, Reuters reportsAlibabais set to lead a $300M investment in UniPat AI, valuing the company at $2.5B, Bloomberg reportsNvidiais facing DOJ scrutiny over whether its $17B non-exclusive Groq licensing deal and hiring of key executives were structured to avoid antitrust review, NY Times says4. MOVERS:Celesticagains in New York after announcing Chawla will assume the, global markets, and Ankenmann will succeed him as chief financial officerAlphatecincreases after itsDell Technologieshigher after RBC Capitalof the stock with an Outperform ratingOklofalls after entering into anfor up to $1BTenablelower after pricing itsof senior notes5. EARNINGS/GUIDANCE:RH, provided guidance for Q3, and narrowed its outlook for FY26Ibex, with CEO Bob Dechant calling it a "record-breaking quarter"Zumiez, with EPS and revenue missing consensusReformationand provided guidance for FY26MoneyHero, with EPS and revenue lower year-over-yearINDEXES:Near midday, the Dow was up 508.39, or 0.98%, to 52,572.49, the Nasdaq was up 304.74, or 1.17%, to 26,386.46, and the S&P 500 was up 76.82, or 1.01%, to 7,668.52.
Apple Plummets Post-Earnings, Amazon Reports Strong Results
The major averages rallied on the final day of a turbulent month as traders weighed earnings from Apple and Amazon. While Amazon surged on its quarterly beat, Apple suffered a massive decline for their worst post-earnings drop in 13 years. The sharp losses came after the iPhone maker provided a lower-than-expected revenue outlook for Q4 in the face of foreign exchange issues and supply constraints.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Applereported better-than-expected Q3 results butfor Q4 revenue growth amid foreign exchange issues and supply constraintsAmazonreported, with AWS net sales rising to $42.23BChevronreported better-than-expected Q2 earnings and revenue, with the company adding that it reportedExxon MobilreportedRedditreportedand provided upbeat Q3 revenue guidance2. WALL STREET CALLS:Benchmark and BTIGRobloxto Sell following quarterly resultsPiper Sandler and Cantor FitzgeraldReplimuneto Overweight following a postive FDA panel vote supporting RP1 approvalArgusBoston Scientificto HoldGuggenheimQuanta Servicesto BuyBMO CapitalNextpowerto Outperform3. AROUND THE WEB:T-Mobileexecutives have told the company's controlling shareholder, Deutsche Telekom, that they no longer support a proposed $300B merger between the two companies, Semafor reportsNXP Semiconductorsis in discussions to acquire Ambarella, FT reportsChimeis planning to cut about 10% of its workforce, or 150 employees, to capitalize on efficiencies created by AI, Bloomberg reportsTSMCis developing advanced AI chip packaging technology, internally called "EMIB-like," that is said to be similar to Intel'sEmbedded Multi-die Interconnect Bridge technique, The Information saysWSJ said some Teslaexecutives have been instructed by Elon Musk to prepare for a separation of the company's China business in the event of a potential merger with SpaceX, though Musk called the report "absurdly fake news."4. MOVERS:Integer Holdingsincreased afterthat KKRis near a deal to take the company privatenVent Electricwas higher in New York afterand listening additional manufacturing space in MinnesotaNewell Brandsand DexComgained in New York afterGoDaddyfell after, providing guidance for Q3, and narrowing its outlook for FY26BioAge Labsand Monte Rosa Therapeuticswere lower after Novo Nordisk'sZEUS triafor IL 6 inhibition5. EARNINGS/GUIDANCE:AbbVie, cut its EPS guidance for FY26, and provided guidance for Q3RBC Bearings, with EPS and revenue beating consensusColgate-Palmolive, with CEO Noel Wallace commenting on "strong broad-based top- and bottom-line results, despite a difficult operating environment"Eaton, provided guidance for Q3, and raised its outlook for FY26Magnaand raised its outlook for FY26INDEXES:The Dow rose 276.97, or 0.53%, to 52,485.03, the Nasdaq gained 251.68, or 1.00%, to 25,373.85, and the S&P 500 advanced 52.09, or 0.70%, to 7,489.72.
Apple Shares Face Worst Post-Earnings Drop in 13 Years, $460B Wipeout
The major averages were somewhat higher near noon as traders weighed earnings from Apple and Amazon. While Amazon was trading higher on its quarterly beat, Apple is on pace for a $460B wipeout as its shares are seeing the worst post-earnings drop in 13 years. The sharp losses come after the iPhone maker provided a lower-than-expected revenue outlook for Q4 in the face of foreign exchange issues and supply constraints.The combination of a patient Fed and softer inflation has helped support risk assets, although expectations for future rate moves remain highly sensitive to incoming economic data.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Applereported better-than-expected Q3 results butfor Q4 revenue growth amid foreign exchange issues and supply constraintsAmazonreported, with AWS net sales rising to $42.23BChevronreported better-than-expected Q2 earnings and revenue, with the company adding that it reportedExxon MobilreportedRedditreported better-than-expected Q2 results and provided2. WALL STREET CALLS:Benchmark and BTIGRobloxto Sell following quarterly resultsPiper Sandler and Cantor FitzgeraldReplimuneto Overweight following a postive FDA panel vote supporting RP1 approvalArgusBoston Scientificto HoldGuggenheimQuanta Servicesto BuyBMO CapitalNextpowerto Outperform3. AROUND THE WEB:Chimeis planning to cut about 10% of its workforce, or 150 employees, to capitalize on efficiencies created by AI, Bloomberg reportsTSMCis developing advanced AI chip packaging technology, internally called "EMIB-like," that is said to be similar to Intel'sEmbedded Multi-die Interconnect Bridge technique, The Information saysAmazonand Walmart'sshopping bots are sidelining "Made in USA" product data on their platforms, WSJ reportsThree years ago, Warner Bros. Discovery'sfilm "Barbie" racked up $1.5B in worldwide box office sales, the most for a Warner Bros.film, and now the company wants to get a sequel under production, NY Times saysSome Teslaexecutives have been instructed by Elon Musk to prepare for a separation of the company's China business in the event of a potential merger with SpaceX, WSJ reports4. MOVERS:AXT Inc.increases afterand providing guidance for Q3nVent Electrichigher in New York afterand listening additional manufacturing space in MinnesotaNewell Brandsand DexComgains in New York afterGoDaddyfalls after, providing guidance for Q3, and narrowing its outlook for FY26Cerusand Veracytelower after5. EARNINGS/GUIDANCE:AbbVie, cut its EPS guidance for FY26, and provided guidance for Q3RBC Bearings, with EPS and revenue beating consensusColgate-Palmolivewith CEO Noel Wallace commenting on "strong broad-based top- and bottom-line results, despite a difficult operating environment"Eaton, provided guidance for Q3, and raised its outlook for FY26Magnaand raised its outlook for FY26INDEXES:Near midday, the Dow was up 191.57, or 0.37%, to 52,399.63, the Nasdaq was up 67.77, or 0.27% to 25,189.95, and the S&P 500 was up 16.41, or 0.22%, to 7,454.04.
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