Market Briefs

Apple (AAPL) touched a record $345 Tuesday as Morgan Stanley projects $14B from the iPhone Duo in December.

S&P 500 (^SPX) braces for Friday payrolls as August's 162,000 print keeps year-end tightening bets at 37%.

S&P 500 (SPX) slipped 0.7% this month as 30-year yields hit 5.44%; August PCE on Wednesday is the test.

CarMax (KMX) faces a 37x P/E as analysts widely expect a revenue miss in Tuesday's Q2 report.

Crude oil (WTI) surges over 2% from $92.41 after Iran FM's 'doomsday war' threat shatters deal hopes.

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.

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

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

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

Akamai (AKAM) signs a $11.6B, 7-year AI computing deal with Anthropic, expandable to $20 billion total.

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.