Oracle (ORCL) Q1 FY2027 Earnings Preview: Three Watch Points for the September 10 Report
Oracle reports Q1 FY2027 on Sept. 10 after close. Consensus: $19.1B revenue (+28%). Guide: non-GAAP EPS $1.72–$1.76, cloud +58–64% YoY.
August 2026 CPI Preview: Three Scenarios for the September 16 FOMC Rate Decision
August CPI prints Sep 11, five days before the Fed decides. Cleveland Fed MoM nowcast: +0.38%. CME FedWatch at 57.6% hike odds. Three CPI scenarios for Sept 16 investors.
AMD Commits Up to $5 Billion to Anthropic — Three Watch Points as the IPO Prospectus Arrives
AMD committed up to $5B in equity to Anthropic alongside a 2-gigawatt GPU deal. IPO prospectus expected imminently. Three watch points for AMD investors.
Adobe Names Anil Chakravarthy CEO Ahead of Q3 Earnings on September 10 — Three Watch Points for ADBE Investors
Adobe names Chakravarthy as CEO effective Dec. 1; ADBE is down 18% YTD with Q3 FY2026 earnings on Sept. 10. Revenue guide: $6.67–$6.72B. Three investor watch points.
August 2026 Payrolls Triple the Consensus at 162K — Three Scenarios for the September 16 Fed Decision
August nonfarm payrolls jumped 162K vs. 53K consensus; unemployment held at 4.1%. CME FedWatch hike odds ≥66% — September 11 CPI is the final swing factor.
Apple September 9 Event: iPhone 18 Pro and iPhone Ultra — Three Watch Points for AAPL Investors
Apple Sept. 9 event: iPhone Ultra at $1,999–$2,500 analyst starting-price range, iOS 27 Siri AI 12GB gate, Pro list pricing — three watch points for AAPL investors.
Google Keeps Its Ad Exchange: No Forced Sale, But Behavioral Remedies Attach — A GOOGL Investor Briefing
Judge rejects DOJ's bid to force Google to sell its AdX ad exchange. Behavioral remedies ordered instead. Here's what GOOGL investors need to know.
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.
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.
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.
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.
Aon Agrees to Acquire USI Insurance for $17 Billion, Reshaping Middle-Market After NFP
Aon agreed to buy USI Insurance from KKR for $17B. Second middle-market bet after $13B NFP. Close Q4 2026. AON −1.8% premarket on 4.8× gross leverage; EPS accretion 2028.