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.
September 16 FOMC Rate Decision: After the Jobs Blowout, Three Scenarios for Investors
August NFP +162K far exceeded estimates. Three FOMC members dissented for a hike in July. September 11 CPI locks the outcome — three scenarios for September 16.
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.
September 8–11 Investor Playbook: iPhone Ultra, Oracle, Adobe, and the CPI That Decides the Rate Decision
iPhone Ultra, Oracle cloud earnings, Adobe CEO handoff, and Friday CPI converge in four trading days ahead of the September 16 rate decision.
Nvidia's $20 Billion Groq License Under DOJ Scrutiny: Three Watch Points for NVDA Investors
DOJ is probing Nvidia's $20B Groq license deal, questioning whether it was structured to avoid antitrust review. NVDA fell ~0.9% on Sept 9 after NYT reported the probe.
ADI's $1.35 Billion Edge AI Bet: Analog Devices Acquires Alif Semiconductor — Three Watch Points for Investors
ADI agreed to acquire Alif Semiconductor for $1.35 billion on Sept. 9, 2026 — its second AI chip deal this year after Empower Semi. Three watch points for ADI investors.
GE Aerospace Pays $11.75 Billion for CPP: Three Watch Points Before the H2 2027 Close
GE Aerospace acquires CPP for $11.75B ($7B cash + new debt). Howmet fell 6-7%. Watch: antitrust timeline, hawkish-rate debt cost, and HWM dual competitive overhang.
Microsoft-AFT AI Privacy Pact Bars Student Data From Training: Three Watch Points for MSFT Investors
Microsoft and AFT (1.875 million members) agreed to bar student data from AI training pipelines. Districts can sue if violated; effective November 1, 2026.
McDonald's (MCD) Q2 2026: IOM Operating Income Up 5.4% as US Traffic Falls
McDonald's Q2 2026 10-Q analysis: revenue up 3.7% to $7,099M, IOM operating income up 5.4%, US comp sales +0.8% masking traffic declines, FCF of $3.7B, shareholders' deficit narrowed to −$1,023M.
Microsoft (MSFT) Files to Dismiss Xbox Tariff Consumer Lawsuit — Three Watch Points on the IEEPA Refund Battle
Microsoft filed to dismiss an Xbox tariff class action on Aug. 21. Sony expects $508M in IEEPA refunds. No court has ruled on any of the three pending motions.
Adobe (ADBE) Q3 FY2026 Earnings Preview: Three Watch Points as CEO Succession Meets September 10 Results
Adobe reports Q3 FY2026 on Sept. 10, days after CEO succession news. Three investor watch points: Firefly ARR, leadership transition, and a stock down 6.7%.
Abbott (ABT) Q2 2026: Net Earnings Fall 48% as Debt Tops $32B and S&P Cuts Rating to A+
Abbott's net earnings nearly halved in the second quarter, but the operating business did not break. Sales rose 13.0% to $12,593 million — though only 4.8% on A