Lululemon Is Dragging the Whole Athletic Sector Down With It
A collapse in comparable sales and a savage guidance cut show the damage isn't contained to one brand.
2026
Snowflake Is Up 21%. The Growth Rate Says Keep Going.
Three straight quarters of accelerating product revenue and raised guidance make a credible case that the move is not over.
uniQure Just Filed the First Gene Therapy BLA for Huntington’s
September 3, 2026 After the FDA reversed course, a small biotech got a green light...
The Fed’s Beige Book Drops at 2pm ET Today
With crude back above $90 and core PCE still running at 3.3%, the Beige Book is the last qualitative test…
Congress Cleared the Shutdown. Dec. 11 Is the New Risk.
The 370-48 House vote removes the Sept. 30 cliff, keeps the data calendar intact, and hands traders a fresh deadline…
Rivian Lost Its CFO During the R2 Ramp
September 2, 2026 McDonough is gone. The R2 still has to prove itself at scale....
Aon Spent $30 Billion. KKR Walked Away With the Better Deal.
Two years, two giant acquisitions, and a lesson in who profits from insurance roll-ups.
Euro Inflation Hit 3.3%. Neither Central Bank Blinks First.
With the ECB meeting Sep. 9-10 and the Fed Sep. 15-16, EUR/USD is frozen. When it breaks, it will move…
AI’s Data Center Problem Is GE Vernova’s Best Sales Pitch
September 1, 2026 China-linked bots amplify data-center backlash and 75 projects stall The AI buildout...
Howmet Aerospace Lost $18 a Share Yesterday. The Market May Be Wrong.
SpaceX's Bastrop foundry is real, but qualifying turbine blades takes years, not months, and Howmet's business has never been stronger.