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Live NewsArchive2026-09-04

Fri, Sep 04, 2026 - Page 16

3745 indexed SquawkNews stories from this UTC day. Showing 1801-1920.

EQUITY 2240EARNINGS 273MNA 270CENTRAL_BANK 259GEOPOLITICS 195COMMODITIES 125MACRO 125REGULATION 92CRYPTO 54RATES 47ENERGY 35FX 30
L Capula Investment Management files Rotork PLC Form 8.3 disclosure Capula Investment Management LLP has published a Form 8.3 disclosure relating to Rotork PLC under Rule 8.3 of the Takeover Code, covering public opening position disclosure and dealing disclosure by a person with interes MNA | Sep 04, 2026, 12:38 PM UTC L Markel expands small workers' comp offerings in California with Midwest General Markel said it collaborated with Midwest General Insurance Agency, LLC, a subsidiary of Acrisure, to expand its workers compensation insurance offerings in California. EQUITY | Sep 04, 2026, 12:38 PM UTC M Virco six-month revenue falls 6.1% to $118.2 million Virco Mfg. Corporation reported revenue for the six months ended declined 6.1% to $118.2 million from $125.8 million, as rebalancing of the school furniture market continues. EQUITY | Sep 04, 2026, 12:37 PM UTC L CIE Automotive India invests ₹120.76 crore in wholly owned CIE Hosur CIE Automotive India Ltd said it invested ₹120.76 crore in wholly owned subsidiary CIE Hosur Ltd, acquiring 69.4 lakh fully paid-up equity shares on a rights basis. EQUITY | Sep 04, 2026, 12:36 PM UTC M US stock futures mixed ahead of August jobs report; Lululemon slumps US stock futures were mixed as investors awaited the August jobs report. Dow Jones-linked futures fell 46 points (0.1%); S&P 500 futures edged 0.1%. Lululemon shares tumbled 20%. CENTRAL_BANK | Sep 04, 2026, 12:36 PM UTC M lululemon price target cut to $95 by JP Morgan JP Morgan cut its lululemon price target to $95.00 per share from $154.00, according to Benzinga. EQUITY | Sep 04, 2026, 12:36 PM UTC H US August employment rate 4.1% vs 4.2% expected US August employment rate printed at 4.1% versus 4.2% expected and 4.1% in July. CENTRAL_BANK | Sep 04, 2026, 12:36 PM UTC M Mizuho cuts Intel price target to $92 amid weaker PC demand Mizuho analyst Vijay Rakesh lowered his Intel (INTC) price target to $92 from $109 and kept a Hold view. He pointed to a possible benefit from rising demand for AI inference processors. EQUITY | Sep 04, 2026, 12:36 PM UTC M US August labor force participation rises to 61.6% US August labor force participation rate came in at 61.6%, vs 61.4% in July. CENTRAL_BANK | Sep 04, 2026, 12:36 PM UTC L PayPal shares climb on renewed takeover speculation PayPal Holdings (PYPL) rose about 3.5% Thursday as fresh takeover speculation revived hopes of a buyer. Traders cited a Betaville alert but no confirmed bidder was identified. MNA | Sep 04, 2026, 12:36 PM UTC H US August manufacturing payrolls rise to +16K US August manufacturing payrolls increased by +16K versus +5K expected and +14K in July. MACRO | Sep 04, 2026, 12:36 PM UTC M Meta shares jump after unveiling Muse Spark 1.3 AI coding model Meta Platforms gained about 3% Thursday after introducing Muse Spark 1.3, an AI model built around extended agentic tasks and software development, supporting Muse Code to work through terminal. EQUITY | Sep 04, 2026, 12:36 PM UTC M Canada employment -42,000 in August Canada employment fell -42,000 in August versus July, vs. +15,000 markets expected. EQUITY | Sep 04, 2026, 12:36 PM UTC M US August average workweek 34.4 hours; vs 34.3 expected US August average workweek was 34.4 hours versus 34.3 expected and 34.3 in July. EQUITY | Sep 04, 2026, 12:36 PM UTC L BrandPilot AI moves U.S. streaming platform trial into commercial agreement BrandPilot AI says its previously announced enterprise trial for a major U.S. streaming platform has progressed into an ongoing, performance-based customer relationship. EQUITY | Sep 04, 2026, 12:36 PM UTC H US jobs report: Nonfarm payrolls 162k vs 55k estimate Nonfarm payrolls rose 162k versus 55k expected. Unemployment rate held at 4.1% versus 4.1% expected. Avg hourly earnings were up 0.3% m/m versus 0.3%. MACRO | Sep 04, 2026, 12:36 PM UTC H S&P 500 futures turn lower after stronger-than-expected August jobs S&P 500 futures tracking the benchmark turned negative Friday after U.S. nonfarm payrolls rose 162,000 in August, above economists’ 56,000 job-add forecast in a Reuters survey. EQUITY | Sep 04, 2026, 12:36 PM UTC L Canada Net Change in Employment, August 2026 — Full Report Canada Net Change in Employment, August 2026 — Full Report EQUITY | Sep 04, 2026, 12:36 PM UTC L Sancode Technologies re-appoints Mihir Deepak Vora managing director for five years Sancode Technologies Ltd re-appointed Mihir Deepak Vora as managing director for a five-year term, according to the TradingView News feed. EQUITY | Sep 04, 2026, 12:36 PM UTC L US Change in Nonfarm Payrolls, August 2026 — Full Report READ HERE MACRO | Sep 04, 2026, 12:35 PM UTC M Chicago wheat steadies as Ukraine war talks eyed for Black Sea grain Chicago wheat futures steadied after a sharp pullback from a 3-1/2-year high, with traders watching fresh diplomacy to end Russia’s war with Ukraine and ease Black Sea grain disruption. Corn and soybeans found footing to GEOPOLITICS | Sep 04, 2026, 12:34 PM UTC L Tivoli Construction approves sale of Victoria Investments shares Tivoli Construction Ltd has approved the sale of 7,00,400 shares in Victoria Investments via BSE:TVOLCON. EQUITY | Sep 04, 2026, 12:34 PM UTC L IMF update says El Salvador Bitcoin additions came from donations The International Monetary Fund reversed course on El Salvador’s reported Bitcoin accumulation, saying the country’s Bitcoin additions came from donations rather than coins shuffled between government wallets, per Tradin CRYPTO | Sep 04, 2026, 12:34 PM UTC L Jayaswal Neco Industries says Datasel S.R.L. consequences won’t impact finances Jayaswal Neco Industries said consequences related to Datasel S.R.L. will not impact its financials. EQUITY | Sep 04, 2026, 12:34 PM UTC M Quince Therapeutics gets Nasdaq notice over equity shortfall Nasdaq notified Quince Therapeutics it failed Listing Rule 5450(b)(1)(A) after stockholders’ equity of ($35.3M), below the $10M minimum. Shares continue on Nasdaq Global Select Market under QNCX; company has until Octobe EQUITY | Sep 04, 2026, 12:34 PM UTC L Gold Futures Fall As U.S. Payrolls Rise More Than Expected Gold Futures Fall As U.S. Payrolls Rise More Than Expected MACRO | Sep 04, 2026, 12:34 PM UTC L Geode Capital Management files Form 8.3 stake disclosure for Intertek Group Geode Capital Management LLC filed a Form 8.3 disclosure under Rule 8.3 of the Takeover Code, detailing a public opening position in relevant securities representing at least 1%. MNA | Sep 04, 2026, 12:34 PM UTC M European session: S&P 500 futures slip, Nasdaq 100 rises US index futures are mixed: S&P 500 E-mini -0.07% and Nasdaq 100 E-mini +0.38%, with Dow futures down and Russell 2000 -0.07%. EUR/USD is unchanged; WTI falls to 90.47. EQUITY | Sep 04, 2026, 12:34 PM UTC M Blue Owl Technology Finance closes $150 million notes private placement Blue Owl Technology Finance Corp. (OTF) announced the closing of a $150 million private placement of senior unsecured notes. The deal is its third financing since June 30, bringing total debt financing raised to $800 mil EQUITY | Sep 04, 2026, 12:34 PM UTC L NextBoat adds board and finance leadership in governance push NextBoat appointed Zebulon Hadley to its board and named Todd Bates VP of Finance & Insurance, citing governance and revenue leadership as it pursues scale. REGULATION | Sep 04, 2026, 12:34 PM UTC L Ramaco says Yorktown distribution pressured Class A stock Ramaco Resources said Yorktown Energy Partners' distribution of roughly one million Class A shares likely drove negative trading on September 3, 2026. REGULATION | Sep 04, 2026, 12:34 PM UTC M Canada employment declines in August, falls short of forecast Hiring cooled last month. Canada employment declined by 41,700 in August versus economists’ anticipated 15,000 gain, following recent recovery amid rising Ottawa–Washington trade tensions. EQUITY | Sep 04, 2026, 12:34 PM UTC L JP Morgan sets CCEP price target at $92.00/share JP Morgan announced a $92.00 per-share price target for CCEP. EQUITY | Sep 04, 2026, 12:34 PM UTC L Canadian Employment Change August 2026 Report Canadian Employment Change August 2026 Report EQUITY | Sep 04, 2026, 12:33 PM UTC H U.S. adds 162,000 jobs in August; unemployment holds at 4.1% The U.S. added 162,000 jobs in August, according to the Labor Department. The unemployment rate stayed at 4.1%, in line with expectations. CENTRAL_BANK | Sep 04, 2026, 12:33 PM UTC L Virco Manufacturing reports 2Q net $8.6M Virco Manufacturing said 2Q net was $8.6M. EQUITY | Sep 04, 2026, 12:33 PM UTC M US Treasury yields rise after non-farm payrolls 10-year Treasury yield last up 3.02 bps at 4.792%. EQUITY | Sep 04, 2026, 12:33 PM UTC L IMPP earnings preview: 73 cents/share expected IMPP is expected to post earnings of 73 cents a share, according to an earnings preview. EARNINGS | Sep 04, 2026, 12:33 PM UTC L Virco 2Q operating income $10.5M Virco Manufacturing reported 2Q operating income of $10.5M. EQUITY | Sep 04, 2026, 12:33 PM UTC H Traders add to bets on Fed rate increase in September Traders add to bets on Fed rate increase in September CENTRAL_BANK | Sep 04, 2026, 12:32 PM UTC M Gold and Silver strong downtick -- US $ strong uptick Gold and Silver strong downtick -- US $ strong uptick COMMODITIES | Sep 04, 2026, 12:32 PM UTC L Virco Manufacturing 2Q sales $87.5M Virco Manufacturing reported 2Q sales of $87.5M. EQUITY | Sep 04, 2026, 12:32 PM UTC L TEM - Tempus to Participate in the Morgan Stanley 24th Annual Global Healthcare Conference TEM - Tempus to Participate in the Morgan Stanley 24th Annual Global Healthcare Conference EQUITY | Sep 04, 2026, 12:32 PM UTC H US manufacturing payrolls print 16k; forecast 5k US manufacturing payrolls: actual 16k versus forecast 5k and previous 5k. MACRO | Sep 04, 2026, 12:32 PM UTC H US private payrolls rise to 127k; forecast 50k US private payrolls actual 127k versus forecast 50k and previous 30k, per Pro. MACRO | Sep 04, 2026, 12:31 PM UTC L Consent Solicitation and Tender Offer Update NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION IN OR INTO ANY JURISDICTION WHERE IT IS UNLAWFUL TO RELEASE, PUBLISH OR DISTRIBUTE THIS ANNOUNCEMENT.NOTHING IN THIS ELECTRONIC TRANSMISSION CONSTITUTES AN OFFER TO BUY, AN OF EQUITY | Sep 04, 2026, 12:31 PM UTC L Virco reports Q2 sales of $87.466 million Virco reported Q2 operating income of $10.547 million. EARNINGS | Sep 04, 2026, 12:31 PM UTC L US Employment Situation August 2026 Report US Employment Situation August 2026 Report EQUITY | Sep 04, 2026, 12:31 PM UTC L CLPS regains Nasdaq minimum bid price compliance CLPS Incorporation has regained compliance with Nasdaq’s minimum bid price requirement. EQUITY | Sep 04, 2026, 12:30 PM UTC L US unemployment rate August unchanged after prior revision US unemployment rate for August revises prior from 4.1% to 4.1%. MACRO | Sep 04, 2026, 12:30 PM UTC L METC METCB - Ramaco Resources, Inc. Issues Statement Regarding Stock Activity METC METCB - Ramaco Resources, Inc. Issues Statement Regarding Stock Activity EQUITY | Sep 04, 2026, 12:30 PM UTC L Cellebrite announces upcoming investor events in September Cellebrite says it will host investor events in September. EQUITY | Sep 04, 2026, 12:30 PM UTC H US unemployment rate holds at 4.1% for August US unemployment rate for August was 4.1% versus 4.1% estimated. MACRO | Sep 04, 2026, 12:30 PM UTC M US U6 unemployment rate falls to 7.7% in August US U6 unemployment rate for August was 7.7% versus 7.9% prior. MACRO | Sep 04, 2026, 12:30 PM UTC L Alexandria Real Estate Equities, Inc. Highlights Its Role in Advancing Blood Cancer Innovation by Enabling Life-Changing Tenant R&D, Mission PASADENA, Calif., Sept. 4, 2026 // -- Alexandria Real Estate Equities, Inc. (NYSE:ARE), the first, longest-tenured and pioneering owner, operator and developer of collaborative Megacampus™ ecosystems in AAA life science EQUITY | Sep 04, 2026, 12:30 PM UTC M Canada unemployment rate steady at 6.4% in August Statistics Canada reported Canada’s unemployment rate held at 6.4% in August. The economy lost a net 41,700 jobs last month, despite expectations for employment to increase by about 15,000. CENTRAL_BANK | Sep 04, 2026, 12:30 PM UTC L ARE - Alexandria Real Estate Equities, Inc. Highlights Its Role in Advancing Blood Cancer Innovation by Enabling Life-Changing Tenant R&D, M ARE - Alexandria Real Estate Equities, Inc. Highlights Its Role in Advancing Blood Cancer Innovation by Enabling Life-Changing Tenant R&D, Mission-Critical Philanthropic Initiatives and Strategic Investments EQUITY | Sep 04, 2026, 12:30 PM UTC L Cellebrite to host investor events in September Cellebrite DI Ltd. (CLBT) said it plans to participate in two upcoming investor events in September. GEOPOLITICS | Sep 04, 2026, 12:30 PM UTC L Tempus CEO Lefkofsky to join fireside chat at Morgan Stanley conference Tempus AI, Inc. says Founder and CEO Eric Lefkofsky will participate in a fireside chat at the Morgan Stanley 24th Annual Global Healthcare Conference on Tuesday, Sept. 15, 2026, at 8:30 a.m. ET in New York City. EQUITY | Sep 04, 2026, 12:30 PM UTC L SMX SMXWW - The Age of Parity Has a Passport; SMX Provides the Stamp SMX SMXWW - The Age of Parity Has a Passport; SMX Provides the Stamp EQUITY | Sep 04, 2026, 12:30 PM UTC L JAGX adds infant patient for compassionate-use Crofelemer in intestinal failure Jaguar Health says an additional infant patient will receive crofelemer through compassionate use for treatment of intestinal failure. EQUITY | Sep 04, 2026, 12:30 PM UTC H Canada lost 41,700 jobs in August as jobless rate held at 6.4% Canada’s economy shed a net 41,700 jobs in August, mostly in full-time work, Statistics Canada said. The jobless rate held at a two-year low of 6.4%. Goods-producing employment rose by a net 9,800 jobs, largely in manufa CENTRAL_BANK | Sep 04, 2026, 12:30 PM UTC L Living With Primary Immunodeficiency: How Specialty Care Supports Nick's Journey Originally published on CVS Health Company NewsroomNORTHAMPTON, MA / / September 4, 2026 / Nick Stacken loves sports. In fact, he's been a Special Olympian in his state for two decades. Now his sights are set on particip EQUITY | Sep 04, 2026, 12:30 PM UTC H The Age of Parity Has a Passport; SMX Provides the Stamp NEW YORK CITY, NY / / September 4, 2026 / SMX built its Digital Material Passport Platform to give physical materials something they historically lacked: an identity that can survive every stage of their economic life. N MACRO | Sep 04, 2026, 12:30 PM UTC M Bending Spoons completes acquisition of Airtable Bending Spoons has completed the acquisition of Airtable for BSP. MNA | Sep 04, 2026, 12:30 PM UTC H US payrolls add 35k; prior -53k US Government Payrolls reported 35k. Forecast was not provided. Previous was -53k. MACRO | Sep 04, 2026, 12:30 PM UTC L US average earnings YoY at 3.1% in latest reading US average earnings year-over-year rose 3.1%: forecast 3.1%, prior 3.2%. EARNINGS | Sep 04, 2026, 12:30 PM UTC M US unemployment rate stays at 4.1% US unemployment rate printed 4.1% versus 4.1% forecast and 4.1% prior. MACRO | Sep 04, 2026, 12:30 PM UTC M US labor force participation rate prints 61.6% US labor force participation rate came in at 61.6%, versus 61.5% forecast and 61.4% prior. EQUITY | Sep 04, 2026, 12:30 PM UTC L US Nonfarm Payrolls US Nonfarm Payrolls MACRO | Sep 04, 2026, 12:30 PM UTC L US average earnings rise 0.3% in latest month US average earnings MoM rose 0.3% versus 0.3% forecast and 0.1% prior. EARNINGS | Sep 04, 2026, 12:30 PM UTC L US Private Payrolls US Private Payrolls MACRO | Sep 04, 2026, 12:30 PM UTC L US Average Earnings YoY US Average Earnings YoY EARNINGS | Sep 04, 2026, 12:30 PM UTC L US average workweek hours print at 34.4 US average workweek hours (actual) came in at 34.4. EQUITY | Sep 04, 2026, 12:30 PM UTC L US Manufacturing Payrolls US Manufacturing Payrolls MACRO | Sep 04, 2026, 12:30 PM UTC L US Labor Force Participation US Labor Force Participation EQUITY | Sep 04, 2026, 12:30 PM UTC L US Average Earnings MoM US Average Earnings MoM EARNINGS | Sep 04, 2026, 12:30 PM UTC L US Unemployment Rate US Unemployment Rate MACRO | Sep 04, 2026, 12:30 PM UTC L US Average Workweek Hrs US Average Workweek Hrs EQUITY | Sep 04, 2026, 12:30 PM UTC L Canada participation rate prints 65% vs 65.1% forecast Canadian participation rate came in at 65%. Forecast was 65.1% and prior was 65.1%. CENTRAL_BANK | Sep 04, 2026, 12:30 PM UTC L Canada average hourly earnings rise 2% YoY Canadian Average Hourly Earnings YoY: actual 2% versus forecast 2.9% and prior 3.00%. EARNINGS | Sep 04, 2026, 12:30 PM UTC L Canadian Participation Rate Canadian Participation Rate EQUITY | Sep 04, 2026, 12:30 PM UTC L Canadian Average Hourly Earnings YoY Canadian Average Hourly Earnings YoY EARNINGS | Sep 04, 2026, 12:30 PM UTC L Canadian Employment Change Canadian Employment Change EQUITY | Sep 04, 2026, 12:30 PM UTC L Canadian Unemployment Rate Canadian Unemployment Rate MACRO | Sep 04, 2026, 12:30 PM UTC M Virco revenue through six months falls to $118.2M Virco reported revenue for six months declined 6.1% to $118.2 million from $125.8 million. EQUITY | Sep 04, 2026, 12:30 PM UTC L Long-dated U.K. gilt yields seen at risk of rising further RBC BlueBay Asset Management’s Mark Dowding says long-maturity U.K. gilt yields risk climbing further, citing potential for more intense U.K. inflation pressures versus eurozone peers and energy exposure. EQUITY | Sep 04, 2026, 12:29 PM UTC L JP Morgan raises Telecom Argentina price target to $21 JP Morgan raised its price target on Telecom Argentina to $21.00 per share from $19.00, according to Benzinga ratings actions. EQUITY | Sep 04, 2026, 12:29 PM UTC M Ruto orders Tata Chemicals to pack up and leave Kenya Kenya’s President William Ruto ordered Tata Chemicals to “pack up and leave,” citing failures to create jobs and process minerals locally. The company said it remains committed to constructive engagement via legal and re EQUITY | Sep 04, 2026, 12:29 PM UTC H Norway’s sovereign wealth fund proposes cutting U.S. Treasury holdings Norway’s sovereign-wealth fund has proposed a major cut to its U.S. Treasury bond holdings amid higher interest rates and surging debt levels. EQUITY | Sep 04, 2026, 12:29 PM UTC M Future Enterprises says Orissa Metaliks selected as resolution applicant Future Enterprises Ltd says Orissa Metaliks has been selected as the successful resolution applicant in its resolution process. EQUITY | Sep 04, 2026, 12:28 PM UTC L DocuSign shares rise after Q2 results and raised 2027 sales outlook DocuSign reported adjusted EPS of $1.16 versus $1.09 consensus and revenue of $875.746 million versus $867.432 million consensus. The company repurchased $306.5 million of stock, raised FY27 sales guidance, and guided Q3 EARNINGS | Sep 04, 2026, 12:28 PM UTC L JP Morgan raises Ternium price target to $67.50 JP Morgan raised its Ternium price target to $67.50 per share from $60.50 and maintained an Overweight rating, per Benzinga (TradingView News). EQUITY | Sep 04, 2026, 12:28 PM UTC L Investors Are Selectively Engaging With Retail Stocks — Market Talk The latest retail earnings season was one of the more intense in recent memory, UBS analysts say in a research note. They describe investors' prevailing mood as a mix of apathy, caution and chagrin. "Investors are engage EARNINGS | Sep 04, 2026, 12:27 PM UTC L Collplant Biotechnologies appoints Ruti Ben Shlomi to board Collplant Biotechnologies appoints Ruti Ben Shlomi to its board. EQUITY | Sep 04, 2026, 12:27 PM UTC L CollPlant appoints Dr. Ruti Ben Shlomi to board CollPlant Biotechnologies says it appointed LightSolver founder and CEO Dr. Ruti Ben Shlomi to its board following the closing of its LightSolver acquisition. GEOPOLITICS | Sep 04, 2026, 12:27 PM UTC M Baker Hughes awarded offshore stimulation services agreement by BP Baker Hughes Company (BKR) said it has been awarded an agreement by BP p.l.c. (BP) to provide offshore stimulation services across UK North Sea Operations. EQUITY | Sep 04, 2026, 12:27 PM UTC L TMPV launches Tata Osprey SUV in South Africa from 249,900 rand Tata Motors Passenger Vehicles (TMPV) launched the Tata Osprey SUV in South Africa, with prices starting at 249,900 South African rand (about ₹14.8 lakh). The model is available through authorised TMPV dealerships. EQUITY | Sep 04, 2026, 12:27 PM UTC L Mexican peso hits highest level since May 2024 near 16.89 per USD The Mexican peso touched 16.89 against the USD, the highest since May 2024. Over four weeks, USD/MXN fell 2.02%, and over 12 months it decreased 9.58%. EQUITY | Sep 04, 2026, 12:27 PM UTC L Capgemini CEO says IT services not out of AI debate yet Capgemini Chief Executive Aiman Ezzat said the IT services industry is “not yet out” of the story, with investors still divided on whether AI will ultimately help or hurt the sector. EQUITY | Sep 04, 2026, 12:27 PM UTC L Apple reportedly scraps two MacBook concept plans TradingView News reports Apple is pulling back from two MacBook concepts, scrapping plans for a large foldable laptop and a separate mid-sized OLED model as it reshapes its Mac product roadmap. EQUITY | Sep 04, 2026, 12:26 PM UTC L Satya Nadella sells $43.4 million of Microsoft stock Microsoft CEO Satya Nadella sold 86,525 shares for about $43.4 million on Sept. 1, according to a regulatory filing. EQUITY | Sep 04, 2026, 12:26 PM UTC M Google Cloud posts $24.8B vs Azure $29.4B in quarterly revenue gap Alphabet reported Google Cloud quarterly revenue of $24.8 billion, while Microsoft reported Azure quarterly revenue of $29.4 billion, leaving Azure ahead by $4.6 billion. EQUITY | Sep 04, 2026, 12:26 PM UTC L DeepSeek plans 160,000 Huawei Ascend 950DT accelerators DeepSeek plans to deploy at least 160,000 Huawei Technologies accelerators (Ascend 950DT) at a data center it is building in Inner Mongolia. GEOPOLITICS | Sep 04, 2026, 12:26 PM UTC L SentinelOne expands Wayfinder Frontier AI services with GPT-5.6-Cyber SentinelOne expanded its Wayfinder Frontier AI Services, adding GPT-5.6-Cyber. The offerings run on OpenAI Daybreak models and are delivered through the Daybreak Defense Network, with the rollout starting with GPT-5.6-Cy EQUITY | Sep 04, 2026, 12:26 PM UTC H Lululemon shares fall after fiscal Q2 results miss and outlook cut Lululemon Athletica (LULU) fell about 15% in early Friday after fiscal second-quarter results missed expectations and the company reduced its full-year sales outlook. EARNINGS | Sep 04, 2026, 12:26 PM UTC M Trade Desk shares rise after plans for ~15% workforce cut The Trade Desk (TTD) rose about 3% in early trading Friday after disclosing plans to eliminate roughly 15% of its workforce as part of a restructuring program, expected largely completed during the third quarter of 2026. EQUITY | Sep 04, 2026, 12:26 PM UTC H Volkswagen jumps after supervisory board approves restructuring with 50,000 cuts Volkswagen AG shares rose 5.51% intraday after its supervisory board unanimously approved chief executive Oliver Blume’s restructuring plan. The company said up to 50,000 group-wide positions, including management roles, EQUITY | Sep 04, 2026, 12:26 PM UTC H Lululemon stock drops 18% after Q2 revenue, sales miss Lululemon (LULU) fell 18.14% premarket after reporting second-quarter net revenue of $2.42 billion (down 4%) and comparable sales down 9%. Analysts expected $2.46 billion. Diluted EPS was $2.92. EARNINGS | Sep 04, 2026, 12:26 PM UTC M Oil premarket lows Oil premarket lows ENERGY | Sep 04, 2026, 12:26 PM UTC L JP Morgan raises Gerdau price target to $6.50 JP Morgan raised its Gerdau price target to $6.50 per share from $6.00, according to Benzinga ratings actions (TradingView News). EQUITY | Sep 04, 2026, 12:25 PM UTC M EXIM issues interest letter up to $750 million for Aclara Louisiana facility Aclara Resources said the U.S. Export-Import Bank issued a letter of interest indicating it may provide up to $750 million in financing for its planned rare-earth separation, metals and alloys facility in Louisiana. EQUITY | Sep 04, 2026, 12:25 PM UTC L LondonMetric-Schroder REIT files Form 8.3 public position disclosure RBC Europe Limited filed Form 8.3 public opening position disclosure for LondonMetric-Schroder REIT Limited under Rule 8.3 of the Takeover Code. MNA | Sep 04, 2026, 12:24 PM UTC L Bandwidth appoints Emily C. Harlan as general counsel Bandwidth said Emily C. Harlan will become general counsel and secretary effective Sept. 1, 2026, while R. Brandon Asbill moved to general counsel emeritus and assistant secretary ahead of his Dec. 31, 2026 retirement. REGULATION | Sep 04, 2026, 12:24 PM UTC L Dine Brands Global declares $0.19 Q3 2026 dividend Dine Brands Global declared a $0.19 per share cash dividend for Q3 2026, payable Oct. 9. REGULATION | Sep 04, 2026, 12:24 PM UTC M Jefferies cuts Campbell’s price target to $20 from $22 Jefferies cut its Campbell’s price target to $20.00 a share from $22.00. EQUITY | Sep 04, 2026, 12:23 PM UTC M Czech inflation accelerates to 1.9% in August; retail sales rebound Czech Statistical Office data: consumer price inflation rose to 1.9% year-over-year in August. Retail sales grew faster in July, according to separate reports released Friday. MACRO | Sep 04, 2026, 12:21 PM UTC L RBC Europe Limited files Form 8.3 disclosure for Picton Property Income Limited RBC Europe Limited has filed a Form 8.3 public opening position disclosure under Rule 8.3 of the Takeover Code, covering Picton Property Income Limited. MNA | Sep 04, 2026, 12:21 PM UTC L Lululemon's 2Q Deters Even Longer-Term Investors, Analysts Say — Market Talk Lululemon's latest results are likely to have scared off even longer-term investors, Oppenheimer analysts say. Prior to 2Q results, the stock had seemed to be attracting some "value type" interest from investors, the ana EQUITY | Sep 04, 2026, 12:21 PM UTC L MP, CRML, USAR spotlight as report says China blocks some rare earth shipments USA Rare Earth (USAR), MP Materials (MP) and Critical Metals (CRML) drew focus after a report said some Chinese suppliers are refusing rare earth shipments to U.S. customers ahead of Xi Jinping’s planned Washington visit GEOPOLITICS | Sep 04, 2026, 12:20 PM UTC