Microsoft 365's 22.5-Hour Authentication Failure Takes Down Email, Teams, and SharePoint
A shared authentication misconfiguration in Microsoft cloud took down 8 M365 services for ~22.5 hours on Aug 31-Sep 1, in the latest of five major cloud disruptions in 2026.
- 02
Regeneron (REGN) Q2 2026: Sanofi Profit Share +59% as EYLEA HD Overtakes Legacy EYLEA
Regeneron's GAAP earnings per share fell again in the second quarter, yet the operating business grew at its fastest pace in years. Revenue rose 16.7% to $4.29
- 03
S&P Global Closes datacenterHawk Deal — SPGI's AI Infrastructure Intelligence Play, Explained
S&P Global closed datacenterHawk September 1, adding data center and fiber intelligence to S&P Global Energy. Terms undisclosed; deal is immaterial to near-term earnings.
- 04
Palo Alto Networks Q4 FY2026 Earnings: $9.1B NGS ARR, Console AI Acquisition, and FY2027 Outlook
Palo Alto Networks beat Q4 FY2026 estimates—$3.41B revenue (+34%), $9.10B NGS ARR (+63%)—while acquiring Console for agentic AI. FY2027 guided $14.1–14.2B.
- 05
Aon Pays $17 Billion for USI Insurance — Stock Closes Down 6.6% as Debt Rises and Buybacks Pause
Aon agreed to acquire USI from KKR for $17 billion. AON fell 6.6% at close as investors weighed all-debt financing, paused buybacks, and EPS accretion deferred to 2028.
- 06
JPMorgan Drops Its Bullish Call on Stocks — What September's Rate-Hike Scare Means for Investors
JPMorgan's trading desk flips to 'tactically cautious' as September rate-hike odds hit 60-70% post-Warsh. Jobs (Sept. 4), CPI (Sept. 11), and FOMC (Sept. 16) will decide.
- 07
AT&T (T) Q2 FY2026: Adjusted EPS $0.65 Beats Consensus, but Pre-Tax Income Falls 4.5% as Interest Costs and DirecTV Income Exit Create a $742M Below-the-Line Drag
AT&T Q2 2026: revenue $31.56B (+2.3%), operating margin 22.3%, adjusted EPS $0.65 beat consensus $0.59. Pre-tax income fell 4.5% as interest expense rose 13.8%
- 08
Micron Taiwan Unions Threaten Strike Over Bonus Gap — What MU Investors Need to Know
Micron's Taiwan unions—~10,000 members—say 80%+ of surveyed workers back a strike over bonus gaps. No immediate walkout; mediation comes first. MU fell ~2% premarket.
- 09
Ford Recalls 148,663 Mustangs Over Wiring Defect That Can Cut Drive Power, Headlights, and A/C
Ford recalled 148,663 Mustangs (NHTSA 26V547): wiring ground eyelet fractures under vibration, cutting drive power, headlights, and A/C — adding to Ford's 2026 recall burden.
- 10
John Ternus Is Now Apple's CEO: A Day-One Investor Briefing on AAPL
Tim Cook steps down today, handing Apple to hardware veteran John Ternus. Three tests ahead: iPhone Fold unveiling (Sept. 9), iOS 27 Siri AI rollout, and Q4 FY2026 earnings.
- 11
Xcel Energy (XEL) Q2 FY2026: Net Income +32% on Revenue -5% — Nuclear Life Extension Cuts Depreciation; H1 CapEx +35%, Interest Expense +27%
Xcel Energy, a regulated utility operating across the Midwest, Mountain West, and Southwest, posted an unusual second quarter in 2026: profits rose even as revenue declined.
- 12
Albemarle Chile Workers Vote 97.5% to Strike Wednesday — Up to 1,400 Tons of Weekly Lithium at Risk
Albemarle Chile workers voted 97.5% to strike September 2, putting 1,400 tons/week of Atacama lithium at risk. ALB fell 1.74%; a 2021 strike lasted 35 days before settlement.
- 13
AT&T (T) Q2 FY2026: Revenue $31.56B, Margin 22.3%; Pre-Tax Income -4.5%, Debt $143.9B on Lumen Deal
AT&T, one of the three largest U.S. telecom carriers, reported Q2 FY2026 total revenue of $31.56 billion (+2.3% YoY) and operating income of $7.04 billion (+8.3
- 14
Nvidia Bets $12.9 Billion on Hugging Face — Less Than It Spent on Private Stakes Last Quarter
Nvidia agreed to buy Hugging Face for $12.9B — 86× revenue and 13% of its cash — less than Nvidia's private-stake spending in one quarter. Deal still unconfirmed.
- 15
Sempra (SRE) Q2 2026: GAAP EPS Jumps 70%, but Adjusted EPS Rises 30% as Sempra Infrastructure Leads the Quarter
Sempra's second-quarter GAAP earnings jumped while revenue did not move at all. Earnings attributable to common shares reached $796 million versus $461 million a year earlier, though on an adjusted basis the gain was a more modest 30%, from $583 million to $762 million.
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