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Okta (OKTA) fell 5.4% Friday even as Stephens lifted its target from $190 to $240 on AI agent identity demand.

Goldman Sachs kept Buy on Nu Holdings (NU), saying 2% US market share could add ~$500M in earnings.

Trump and Xi agree to a trade truce and AI safety framework in Washington, but surging Treasury yields erase gains, ending markets flat to negative.

Twilio (TWLO) shares climbed 5% as two analyst upgrades to $290 and $300 frame it as AI agent infrastructure.

Brent crude tumbled 3% as Iran's Foreign Minister proposed reopening the Strait of Hormuz within seven days, offering a diplomatic off-ramp that relieved energy-driven inflation fears gripping…

Comcast shares slide toward a fresh 52-week low after KeyBanc cuts to Underweight with an $8 target as broadband losses mount and the buyback suspension extends to mid-2027.

Comcast (CMCSA) drops to a 13-year low as KeyBanc sets an $18 target on mounting broadband subscriber losses.

Nasdaq Meta is on the cusp of a $2 trillion market cap after a 36% September surge driven by Muse AI agent's 2.8 million downloads in its first 12 days.

Costco (COST) posted $95.7B in Q4 revenue as comparable sales rose 9.4% and digital sales surged 19.5%.

Wells Fargo downgraded Netflix to Underweight on Thursday, citing an 8% slide in adjusted viewership during H1 2026 and mounting pressure from YouTube as the rare Engagement Risk label rattled…

Akamai Technologies lands a $11.6 billion Anthropic cloud deal expandable to $20 billion, sending AKAM shares 21% higher and reframing the legacy CDN operator as a major AI infrastructure powerhouse.

Birkenstock (BIRK) beat Q3 revenue estimates and lifted full-year guidance after DTC sales grew 16%.

Nvidia (NVDA) and Apple (AAPL) now hold 15.6% of the S&P 500, a record that eclipses the dot-com peak.

India's Nifty 50 broke below 23,100 and the Sensex lost 1,200 points as 70% U.S. October rate-hike odds and $85 Brent crude triggered a sharp foreign institutional selloff across Indian equities.

Charles River Laboratories (CRL) jumped 5.7% at its September 24 Investor Day after lifting 2026 earnings guidance and projecting 5-7% annual organic revenue growth through 2030 alongside a ~24%…

CoreWeave (CRWV) rose 3.7% after JPMorgan set a $125 price target, pointing to improving AI cloud pricing.

Nike flags $1.5B in tariff costs and Accenture's June guidance cut together signal corporate spending caution has spread from IT services to global consumer brands.

With Micron (MU) set to report Sept 30, Wall Street eyes $50B revenue and a 10x EPS surge on HBM4 chips.

FedEx Corp. (FDX) releases its first quarterly earnings as a pure parcel and express carrier, providing the market's cleanest live read on cross-border shipping intensity and B2B logistics demand.

August durable goods orders tripled the 0.4% forecast at 1.1%, boosting industrial stocks (XLI) on Friday.

Darden Restaurants shares fell sharply after Q1 FY2027 results revealed a slim revenue miss and reaffirmed guidance that left investors skeptical the casual-dining giant can sustain guest traffic…

Oura (OURA) kicks off IPO roadshow at $40–$44 a share, with Eli Lilly pledging $100M and revenue up 74% to $1.21B.

MGM Resorts International shares shed roughly 9% Thursday after Barry Diller's IAC abruptly withdrew its unsolicited takeover proposal, wiping out weeks of deal-premium speculation in the…

Bitcoin (BTC) hit $85,000 as a $648M short squeeze unfolded despite the Senate's 49-50 CLARITY Act rejection.

CVC (CVC.AMS) and Holtec pulled $1.6B in IPOs in a week as yields rose, clouding Anthropic's $2T roadshow.

Jefferies lifted Arhaus from Hold to Buy, arguing the home-furnishings retailer is deeply oversold relative to its balance sheet and that housing inventory nearing a 4.9-month supply signals a…