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On July 29, DoorDash (NASDAQ:DASH) launched DoorDash Air, its own in-house drone delivery program, after clearing a Federal Aviation Administration certification to fly commercial drone deliveries across the US. It is the clearest signal yet that DoorDash wants control over how food and goods move, not just who delivers them. The question for investors is […]
It’s been 23 weeks since the U.S. began strikes on Iran, and we’re still in the midst of what feels like the hundredth attempt at peace talks. President Donald Trump said this week that a deal to reopen the Strait of Hormuz was close, but warned that strikes could resume if talks fall apart. This week I’m diving into El Niño, and how the sheer strength of this year’s weather event means that its effects will extend well beyond agriculture profit margins—it will hurt global central banks’ efforts to curb inflation.
The latest tariff move wasn't about raising rates; it was about making them stick, and that could reshape which stocks win for years to come.
A modest silver lining for headline inflation is overshadowed by one of the central bank's favorite inflationary measures.
The Morning Bull - US Market Morning Update Thursday, Aug, 6 2026 US market stock futures are pointing higher this morning, with E mini S&P 500 contracts up about 0.2% and Dow futures also in positive territory. The backdrop is softer inflation expectations, as UK gilt yields slip below 4.9% and US 10 year Treasury yields hover near 4.6%. This signals that borrowing costs may not rise as sharply as feared. At the same time, a series of purchasing manager indexes across Europe and Japan show...
Today Economic data: Weekly jobless claims, preliminary productivity and costs report for the second quarter, EIA weekly natural gas storage report, Challenger job-cuts report Earnings (a.m.): ConocoPhillips, Warner Bros Discovery, Kenvue, Fox Corp, Hertz, Keurig Dr Pepper, Datadog, Ralph Lauren Earnings (p.
(Bloomberg) -- Nintendo Co. reported stronger-than-expected earnings buoyed by tariff refunds from the US and strong sales of a pair of in-house titles for its flagship Switch 2 console.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOMajor Hedge Funds Targeted in Wave of Attempted CyberattacksMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosure
OpenAI asked a federal judge Wednesday to dismiss Apple's lawsuit accusing the AI giant and two former Apple employees of stealing trade secrets and soliciting confidential information from job candidates.
(Bloomberg) -- OpenAI is asking a federal judge to dismiss a lawsuit filed by Apple Inc. accusing the artificial intelligence company of stealing trade secrets, saying that the iPhone maker’s allegations are meritless.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowMajor Hedge Funds Targ
In my 40-plus years in this business, I’ve seen new Federal Reserve Chairmen and Chairwomen routinely tested by the market. Just look at the performance of the S&P 500 Index (^SPX) in Chairman Powell's first year. That said, I think the market narrative around Kevin Warsh is just wrong, maintains Nancy Tengler, CIO of Laffer Tengler Investments.
By Satoshi Sugiyama TOKYO, Aug 6 (Reuters) - Asian shares took a breather on Thursday after an AI-driven surge the previous day, while oil prices traded in a tight range as markets assessed prospects
Federal agents are using flight manifests to arrest travelers with lapsed visas, drawing objections over safety and protocol.
By Karen Roman a.k.a. Brands Holding Corp. (NYSE: AKA) said its second quarter gross margin was 61.1%, compared to 57.5% in the second quarter of 2025, primarily driven by lower tariff rates and the improved full price selling on streetwear brands. It reported a second quarter net loss of $0.2 million, or $(0.01) per share, […] The post a.k.a. Brands 2Q Gross Margin Improves as Fashion Turnaround Gains Momentum appeared first on ExecEdge.
A new round of strong earnings reports powered the Dow Jones Industrial Average to a fresh high on Wednesday, underscoring how surging profits are underpinning the stock-market rally. Upbeat reports from Amgen Walt Disney and Merck helped send the blue-chip index 0.5%, or 263 points, higher to 54349. The Dow industrials have now climbed for five straight sessions, notching three straight records and a 5.3% gain in their best such run since the volatile days of the April 2025 tariff panic.
Regal Rexnord Corp (RRX) reports robust order growth and AMC segment strength, but lowers full-year margin guidance amid inflation and mix headwinds.
Owens-Corning Inc (OC) delivered robust Q2 results with $2.8 billion revenue and a 24% EBITDA margin, while navigating cost inflation and strategic investments.
Improved guidance did not resolve investor concern about declining volume, rising investment and persistent inflation.
Fedena reduced his direct equity stake by 18% following a 213% one-year stock surge, while maintaining a 0.11% ownership interest in the refiner.
EBay forecast third-quarter revenue above Wall Street estimates on Wednesday, leaning on its push into authenticated luxury goods, collectibles and refurbished products to bring more high-value buyers to its online marketplace. The company has sharpened its focus on enthusiast buyers through "focus categories" where buyers value selection and specialist services. These include trading cards and other collectibles, auto parts and accessories and refurbished electronics.
Falling energy prices may not solve the inflation problem
Falling inflation fears revived demand for non-yielding assets
(Bloomberg) -- President Donald Trump is preparing to impose tariffs and minimum prices on imported polysilicon, a bid to boost domestic production of the material as well as the US semiconductors and solar panels made from it.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Be
Vaibhav Global Ltd (BOM:532156) reports a 37% EBITDA surge driven by one-time tariff refunds and digital expansion, while navigating a cautious consumer environment in key markets.
During an interview with CNBC, Moynihan said inflation had been easing before picking up again due to the effects of tariffs and the war on prices, adding that those pressures are now beginning to subside.
Of the $166 billion in tariff refunds available, $71 billion has been claimed by companies, but very little of the refund money has gone directly to consumers.
On Holding's Q1 earnings beat, margin gains and strong DTC, Asia-Pacific and apparel growth supported a higher profitability outlook despite tariff pressure.
Amazon-owned Zoox is about to start scaling its robotaxi service after federal regulators last week cleared it to charge for rides in its driverless vehicles with no steering wheel or other human controls.
On Holding pairs 20%-plus sales growth and wider margins with premium valuation, tariff exposure and rising investment demands that raise execution risk.
FIGS heads into Q2 earnings with product innovation, global expansion and demand momentum in focus, while tariffs and freight costs may have pressured margins.
FLEX's Cloud and Power Infrastructure growth is fueling a stronger FY27 outlook as AI-driven demand boosts revenue, margins and expansion plans.
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