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Pomegra Newswire - Page 34 of 108

Market News

Daily market coverage from the PomiNews desk - every story with sentiment, impact, and key takeaways

Articles - Page 34

Copper at $4.60 Signals an AI Supply Crunch
Economy
SEISMIC
Sep 67 min read

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.

Baidu Joins Stock Connect, Opens to China Retail Buyers
Technology
MAJOR
Sep 67 min read

Baidu Joins Stock Connect, Opens to China Retail Buyers

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

ITA ETF Hits All-Time High on $1.5T Defense Budget
Markets
MAJOR
Sep 67 min read

ITA ETF Hits All-Time High on $1.5T Defense Budget

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.

OXM Drops 17.7% as Lilly Pulitzer Cuts Outlook
Business & Earnings
MAJOR
Sep 66 min read

OXM Drops 17.7% as Lilly Pulitzer Cuts Outlook

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 Confirms $2.9B Hugging Face Acquisition
Technology
SEISMIC
Sep 66 min read

Nvidia Confirms $2.9B Hugging Face Acquisition

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…

Lululemon Hits 8-Year Low After Q2 Guidance Collapse
Business & Earnings
SEISMIC
Sep 65 min read

Lululemon Hits 8-Year Low After Q2 Guidance Collapse

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.

Workday Q2 FY2027 Beat Sends WDAY Up 6%
Business & Earnings
MAJOR
Sep 65 min read

Workday Q2 FY2027 Beat Sends WDAY Up 6%

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 Q2 FY2026: AI Platform Lifts Shares 8%
Technology
MAJOR
Sep 66 min read

DocuSign Q2 FY2026: AI Platform Lifts Shares 8%

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 Leads S&P 500 With 12% Gain on NAND Crunch
Markets
MAJOR
Sep 67 min read

SanDisk Leads S&P 500 With 12% Gain on NAND Crunch

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.

HPE Drops 5% After Record Q3 Beat as AI Margin Fears Mount
Business & Earnings
MAJOR
Sep 66 min read

HPE Drops 5% After Record Q3 Beat as AI Margin Fears Mount

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 (DELL) Surges 10% on Record AI Server Quarter
Technology
SEISMIC
Sep 66 min read

Dell (DELL) Surges 10% on Record AI Server Quarter

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%.

TSLA Drops 6% as Cybercab Austin Launch Falters
Technology
MAJOR
Sep 66 min read

TSLA Drops 6% as Cybercab Austin Launch Falters

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 Q2 2026: WOOF Surges 10% as Net Income Jumps 176%
Business & Earnings
NOTABLE
Sep 65 min read

Petco Q2 2026: WOOF Surges 10% as Net Income Jumps 176%

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.

Fed Rate-Hike Odds Hit 61% After Jobs Shock
Markets
MAJOR
Sep 65 min read

Fed Rate-Hike Odds Hit 61% After Jobs Shock

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…

Trump-Xi Summit Puts Markets on Tactical Alert
Geopolitics
SEISMIC
Sep 67 min read

Trump-Xi Summit Puts Markets on Tactical Alert

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 Slides 5% as UK Price Hike Rattles Investors
Markets
MAJOR
Sep 56 min read

Netflix Slides 5% as UK Price Hike Rattles Investors

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 IOT Surges 13% on Q2 FY2027 Blowout
Business & Earnings
MAJOR
Sep 55 min read

Samsara IOT Surges 13% on Q2 FY2027 Blowout

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.

GWRE Falls 22% as FY2027 ARR Growth Disappoints
Business & Earnings
MAJOR
Sep 55 min read

GWRE Falls 22% as FY2027 ARR Growth Disappoints

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.

Netherlands Pulls 86 Tonnes of Gold From U.S. Vaults
Geopolitics
MAJOR
Sep 57 min read

Netherlands Pulls 86 Tonnes of Gold From U.S. Vaults

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…

Bitcoin Falls Below $80,000 on Blowout August Payrolls
Markets
MAJOR
Sep 56 min read

Bitcoin Falls Below $80,000 on Blowout August Payrolls

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 Falls 17% on Hollow Q2 Beat, Weak Q3 View
Business & Earnings
MAJOR
Sep 55 min read

Victoria's Secret Falls 17% on Hollow Q2 Beat, Weak Q3 View

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 -7% as U.S. Cattle Crisis Deepens
Business & Earnings
MAJOR
Sep 56 min read

Tyson Foods -7% as U.S. Cattle Crisis Deepens

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.

AVGO Q3 FY2026: 86% Revenue Surge, Q4 Miss Weighs on Stock
Markets
MAJOR
Sep 55 min read

AVGO Q3 FY2026: 86% Revenue Surge, Q4 Miss Weighs on Stock

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 Hits Record $6.85 as Wars Squeeze Supply
Economy
SEISMIC
Sep 57 min read

U.S. Diesel Hits Record $6.85 as Wars Squeeze Supply

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.

SNOW +23%: Snowflake's AI Bet Pays Off in Q2 FY2027
Technology
SEISMIC
Sep 56 min read

SNOW +23%: Snowflake's AI Bet Pays Off in Q2 FY2027

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 Surges 6% on Fifth Straight Comp Beat
Business & Earnings
MAJOR
Sep 55 min read

Five Below Surges 6% on Fifth Straight Comp Beat

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…

CPB Slashes Dividend 36%, FY2027 Guidance Misses
Business & Earnings
MAJOR
Sep 55 min read

CPB Slashes Dividend 36%, FY2027 Guidance Misses

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) Crashes 47% on GTX-102 Failure
Healthcare
SEISMIC
Sep 55 min read

Ultragenyx (RARE) Crashes 47% on GTX-102 Failure

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 Hits $100 as U.S.-Iran Strikes Escalate
Geopolitics
SEISMIC
Sep 57 min read

WTI Crude Hits $100 as U.S.-Iran Strikes Escalate

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…

FICO Plunges 21% as FHFA Ends Credit Score Monopoly
Policy & Regulation
SEISMIC
Sep 57 min read

FICO Plunges 21% as FHFA Ends Credit Score Monopoly

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.

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