$94.090
-0.245 (-0.26%)終値時点
LULU のニュース
LULU のイベント
CPI Exceeds Expectations, Market Sentiment Holds Steady
Following yesterday's hotter-than-expected CPI print, wholesale PPI inflation also came in well above expectations, and yet investor sentiment is holding up well as market fears shift away from concerns over a "rate shock" due to tighter monetary policy and toward a "growth scare" as the AI buildout pillar of the economy is looking more wobbly. After opening lower, the S&P 500 and Nasdaq Composite both eked out gains by the close, while the less-Tech-concentrated Dow jumped over 1%.In Technology, traders continued to sell semiconductors, communication equipment, and computer hardware in droves, but the proceeds were rotated into "anti-AI" areas of the market such as Enterprise Software and IT Services. The worst performing sector in the S&P 500 this year - Consumer Cyclicals - was one of the best sectors today as traders bid up heavily-sold names like Lululemonand Nike, both of which were up 5%.In fixed income, rotation from corporates amid Coreweavedebt scare into the safety of the Treasuries - where the yield on the 10-year note dropped another 10 basis points despite the hot inflation prints - also benefited the heavily sold rate-sensitive market areas such as REITs and Homebuilders. Names like Lennar, which had just marked a four-year low overnight, jumped 6% on Thursday, while its peers DR Hortonand KB Homewere bid up by over 4%.Sentiment remains fragile in the opening hour of the evening session. S&P e-minis are down 0.1% and the Nasdaq 100 contract is off by 0.3%. Futures traders will look to the AI-overindexed Korea's Kospi for direction while also monitoring the testimony of Fed Chair Kevin Warsh at the IMF summit in Bangkok this evening.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER AFTER EARNINGS -Independent Bankup 2.5%Cohen & Steersup 1.9%Alcoaup 1.1%Wise Groupup 1.0%ALSO HIGHER -Semtechup 2.1% after positive Q3 pre-announcementDOWN AFTER EARNINGS -J.B. Hunt Transport Servicesdown 2.3%First Financial Banksharesdown 1.4%Interactive Brokersdown 0.6%ALSO LOWER -MDxHealth SAdown 7.4% after Q3 pre-announcement
Lululemon Appoints New Senior Leadership Team to Drive Growth
ululemon athletica "nnounced a new Senior Leadership Team structure designed to strengthen the Company's competitive position and build the capabilities required for its next chapter of growth. The Company has appointed Maggie Gauger as President & Chief Product Officer and Joseph Godsey as Chief Operating Officer, effective October 26, 2026, both of which are newly created roles. Searches are underway for a Chief Brand Officer, Chief Communications Officer, and Chief Technology Officer. With these changes, lululemon also announced today that Nikki Neuburger, Chief Brand & Product Activation Officer, and Ted Dagnese, Chief Supply Chain Officer, will leave the Company to pursue other opportunities. Both leaders will depart on November 6, 2026, and help ensure a smooth transition. Maggie Gauger brings more than 28 years of experience in athletic and performance apparel and footwear across product, merchandising, brand, and commercial leadership. She most recently served as President and CEO of Athleta, where she advanced its transformation strategy spanning product innovation, stores, inventory, talent, and brand expression. Joseph Godsey brings more than 20 years of enterprise leadership experience across global, product-led businesses, with an end-to-end perspective spanning commercial, technology, and operational capabilities across markets. He most recently served as Chief Growth Officer of Walmart Canada, where he led its multi-billion-dollar e-commerce business, as well as advertising, financial services, membership, analytics, data services, and product."
Lululemon Shares Rise 3.6% to $99.44
Moderately bullish activity in Lululemon (LULU), with shares up $3.46, or 3.6%, near $99.44. Options volume roughly in line with average with 67k contracts traded and puts leading calls for a put/call ratio of 1.08, compared to a typical level near 1.11. Implied volatility (IV30) is higher by 0.1 points near 39.53,in the lowest 10% of observations over the past year, suggesting an expected daily move of $2.48. Put-call skew flattened, suggesting a modestly bullish tone.
Apple Develops Enterprise AI Server to Meet Market Demand
Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.AI SLOWDOWN:Nvidia'sJensen Huang and Meta'sMark Zuckerberg have argued against coordinating a slowdown on AI research in the name of safety, believing each company should address the risks individually, Michael Acton of The Financial Times. In separate comments, the two CEOs emphasized the importance of individual companies tackling AI research risks. Huang went further, arguing there is no reason for new U.S. laws and regulations on AI safety.ENTERPRISE AI SERVER:Appleis developing an enterprise AI server using its own chips and potentially Nvidia networking equipment, aiming to capitalize on growing demand for Apple hardware among AI developers and expand into the AI infrastructure market, The Information's Aaron Tilley, Qianer Liu, and Phoebe Liu.FORUM:The DeepMind Institute, led by Shane Legg as Managing Editor alongside Google VP James Manyika and DeepMind Chair Demis Hassabis, seeks to provide a forum for Google, DeepMind and outside researchers to tackle the biggest questions around artificial general intelligence's impacts on society, according to anshared with Axios.AI SHOPPING:Google said in a blog post, "To succeed in this new era of commerce, businesses need to know how customers are discovering them through conversational experiences. To help, AI performance insights in Merchant Center is now available to businesses across Australia, Canada, India, New Zealand, and the U.S... Beyond helping businesses better understand their performance on AI surfaces, we're enabling shoppers to get the answers they need in more places. Since we introduced Business Agent in Search earlier this year, brands have delivered instant, tailored support that turns shoppers' curiosity into confident decisions. To build on this success, we're now inviting retailers to participate in the Business Agent for YouTube ads beta in the U.S. We're also continuing to streamline how businesses scale agentic commerce, starting with updates to the Universal Commerce Protocol integration hub in Merchant Center. Retailers like Tapestry, which owns beloved brands like Coach and Kate Spade, were able to efficiently integrate UCP-powered checkout on Google and start selling their products in Search - including AI Mode - and the Gemini app to get ready for the gifting season. In addition to those best practices, you can optimize your feed by using the video link attribute to automatically power highly visual, shoppable ad formats and submitting conversational attributes to add richer context to your product listings. During testing with lululemon, conversational attributes submitted from the brand were incorporated 50% of the time in relevant product recommendations in AI Mode, providing shoppers with more precise and helpful answers."AI ENERGY MANAGEMENT ALLIANCE:Emerald AI, Google and Nvidia announced the launch of the AI Energy Management Alliance, which Nvidia calls "a first-of-its-kind coalition advancing data centers that can dynamically manage their electricity use in response to grid conditions." Nvidia added in a blog post announcing the news: "This power flexibility can help unlock faster, larger connections for AI infrastructure while supporting the energy systems and communities that make its growth possible. Getting more watts out of existing infrastructure reduces environmental impacts per watt and supports energy affordability. The objective is clear: build AI infrastructure that doesn't just connect to the grid but works with it... NVIDIA and Emerald AI are already working with energy and infrastructure leaders on AI factories that can respond to grid conditions in real time. AEMA will broaden that work by bringing the technology, energy and policy communities together around models that can be deployed across the U.S."CLAUDE:Google is giving all its engineers access to Anthropic's Claude Opus 5 via Antigravity, and says, "Gemini remains our primary and foundational model for internal development," Business Insider's Hugh Langley.REDESIGNED SIRI:Apple's new smartphone software includes a redesigned Siri, one that works like ChatGPT and Claude, Rolfe Winkler of The Wall Street Journal. The new Siri can have a conversation, create emails, search texts, and respond to other complex queries. The new Siri comes as a new class of AI assistants have emerged, which can do each of those tasks and more.
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