
Copper at $4.60 Signals an AI Supply Crunch
Copper prices climbed to $4.60 per pound, up 47.6% year-over-year, as AI data center demand collides with Chilean supply declines and Morgan Stanley's 590,000-ton 2026 deficit forecast.
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Copper prices climbed to $4.60 per pound, up 47.6% year-over-year, as AI data center demand collides with Chilean supply declines and Morgan Stanley's 590,000-ton 2026 deficit forecast.

Baidu completes dual-primary HKEX conversion; Stock Connect inclusion opens BIDU to mainland retail investors September 7 ahead of the Trump-Xi summit.

The ITA ETF hit all-time highs as Trump's $1.5 trillion FY2027 defense budget and Iran conflict transform geopolitical risk into contractor revenue.

Oxford Industries slashed its fiscal 2026 adjusted EPS guidance to $1.60-$2.00, roughly 40% below the $2.61 analyst consensus, as brand-level declines across its aspirational lifestyle portfolio…

Nvidia's $2.9 billion purchase of Hugging Face - the AI model hub serving 18 million developers and 200,000 enterprises - marks its second-largest deal ever, extending NVDA's reach from silicon…

LULU stock plunged 18% to an eight-year low as Lululemon's Q2 North America comps crashed 12% and full-year EPS guidance was cut more than $1 below the $10.96 consensus.

WDAY rose 6% after Q2 FY2027 adjusted EPS of $0.75 and revenue of $0.65 billion beat estimates, with AI-powered HCM and financial planning workloads driving enterprise cloud adoption.

DocuSign shares jumped 8% after a Q2 FY2026 double-beat, as its AI Intelligent Agreement Management platform hit 15% of ARR and guidance was raised to 8.75%.

SanDisk surged 11.9% on Friday, September 5, to become the S&P 500's top performer as tightening NAND flash supply and AI data center storage demand triggered a sector-wide memory and storage rally.

Hewlett Packard Enterprise reported the strongest quarter in its history but fell 5% after hours as investors fixated on high-bandwidth memory shortages, a decelerating FY2027 growth framework,…

Dell Technologies' Q2 FY2027 AI infrastructure orders hit a record $9.0 billion, EPS of $2.04 beat consensus by 7%, and ISG revenue surged 89% YoY, sending DELL up 10%.

Tesla shares suffered their steepest single-session loss since July after the Cybercab robotaxi debut in Austin drew routing failures, user complaints, and a federal safety probe.

Petco's Q2 2026 GAAP EPS of $0.13 beat the $0.05 consensus as net income surged 176%, EBITDA reached $22M, and comparable sales rose for a second consecutive quarter.

August's 162,000 nonfarm payrolls - triple the 53,000 consensus - sent fed funds futures to a 61% September hike probability, making the Sept. 10 CPI print the most market-critical inflation data…

Xi Jinping's White House visit September 23-25 forces rapid supply-chain repositioning as markets price a managed competition framework and a September FOMC rate decision.

Netflix shares fell sharply Friday after the company raised UK ad-tier prices by a third, fueling churn fears as a yield spike from a blowout jobs report amplified the Nasdaq selloff.

Samsara beat Q2 FY2027 revenue and EPS estimates, crossed $2.1B in ARR for a third straight quarter of 30% growth, and raised its full-year outlook.

Guidewire Software lost more than a fifth of its market value after FY2027 ARR guidance implied a deceleration that investors in GWRE had not priced into a premium valuation.

De Nederlandsche Bank relocated 86 tonnes of gold worth roughly €10 billion out of North American custody to London, becoming the most explicit European central bank to cite geopolitical unrest as…

A blowout 162,000 August payrolls print revived September Fed rate-hike odds to 59%, pushing Bitcoin below $80,000 and crypto-related equities 5% lower.

Victoria's Secret slid nearly 17% after a Q2 EPS beat backed by $140M in one-time tariff refunds masked a Q3 operating income outlook that fell well short of Wall Street's expectations.

Tyson Foods slashed its fiscal 2026 beef segment loss outlook to $625M-$775M, its worst beef guidance in decades, as the U.S. cattle herd hits a 75-year low and beef prices surge past 70% since 2020.

Broadcom's Q3 FY2026 revenue surged 86% to $29.6B and AI revenue hit $16.7B, but Q4 guidance of $34.8B missed the LSEG consensus, tempering AVGO gains.

U.S. diesel hit an all-time record $6.85/gallon Friday as Ukrainian refinery strikes and Hormuz disruptions spark the worst global diesel crunch in decades.

Snowflake's blowout quarter erases years of post-peak doubt as enterprise AI workloads convert to cloud data platform revenue at scale, lifting shares by nearly a quarter in a single session.

Five Below (FIVE) jumped 6% after crushing Q2 estimates with a $0.68 EPS, posting its fifth consecutive quarter of double-digit comparable sales growth, raising full-year guidance, and launching a…

Campbell's cuts its quarterly dividend to $0.25 and guides FY2027 adjusted EPS to $2.65-$2.80 vs. the $2.90 consensus as tariffs and consumer weakness squeeze margins.

Ultragenyx RARE fell 47% after GTX-102 missed every primary and secondary endpoint in the ASPIRE Phase 3 Angelman syndrome study, triggering mass downgrades.

WTI crude surged to $100 a barrel, up 9% for the week, as U.S. airstrikes near the Strait of Hormuz triggered Iranian retaliation, rattling energy stocks, European equities, and the Fed's rate…

FHFA Director Bill Pulte's directive opening VantageScore 4.0 to all GSE lenders sent FICO shares down 21% and dragged Equifax and TransUnion sharply lower in a single-session regulatory strike.