US stock futures slipped on Tuesday as rising oil prices and inflation jitters took focus at the start of the holiday-shortened week.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

Brussels is asking questions about Oracle’s cloud licensing just as the company reports first-quarter results.

A $240 price target implies nearly 65% upside, but debt rating agencies warn a $42 billion cash drain looms ahead.
Wall Street is bracing for a verdict few can ignore

U. S. inflation figures, the European Central Bank’s interest-rate decision and developments in the Iran conflict are among the main events for markets this week, alongside earnings reports from Oracle (NYSE:ORCL) and Adobe (NASDAQ:ADBE).

The consumer price index release on Friday could be the most consequential economic data release in many years. Apple will hold an event, and we’ll see earnings from Casey’s General, Krogers, Academy Sports, and others.

Markets enter a holiday-shortened week focused on August inflation assessment with Friday's CPI report at 8:30am as the critical economic release. Tuesday's Oracle (ORCL) earnings test enterprise software spending resilience amid rate hike concerns.

A short week on the stock market sees the start of the Treasury's yield-management strategy, along with news from Apple, Oracle and Adobe.

Two questions are set to lead the week: Will the data push the Fed toward a rate hike, and what can Oracle tell Wall Street about the state of Big Tech's AI debt load?

2026 Q3 earnings for the S&P 500 index are expected to increase by +23% from the same period last year on +11.2% higher revenues, reflecting the 13th consecutive period of growth. Revisions for the period remain positive, a continuation of the trend we've seen over the past year.
Options traders are bracing for a big move as investors look for proof that Oracle's heavy AI spending is paying off

Stock Market Today: The Dow Jones index falls Friday ahead of the August jobs report. Lululemon stock plunges 21% on earnings.

From an economic standpoint, the nation’s fiscal status has been turned upside down—from a federal budget swimming in surpluses to one deeply in deficit, despite the U.S. not being in recession or officially at war. Since then, the world has become even more dangerous, with the Iran war, Russia’s war on Ukraine, and China’s adventures in the Pacific. The Up & Down Wall Street written directly after the 9/11 attacks predicted a marked increase in spending for national security.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.49% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.76%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.54%. E-mini S&P futures (ESU26 ) are up +0.50%, and September E-mini...

Hewlett Packard Enterprise (NYSE:HPE) reported quarterly revenue and earnings above expectations on Wednesday and raised its full-year guidance for both 2026 and 2027. Separately, the company expanded its collaboration with Oracle and issued warrants allowing Oracle to purchase HPE common shares.

Hewlett Packard Enterprise (NYSE:HPE) reported record fiscal 2026 third-quarter results, citing accelerating demand for AI infrastructure, continued networking momentum and disciplined pricing. The company also raised its fiscal 2026 outlook and updated its fiscal 2027 growth framework as orders out

HPE stock wavered amid fiscal Q3 earnings and revenue that topped estimates with high expectations for AI infrastructure growth.

It was nearly 12 months ago that Oracle stock surged a record 36% on AI optimism. The company has had a rough run since then.

CPI FIM half year earnings snapshot CPI FIM (BDL:ORCL) released half year 2026 results on 31 August, giving investors fresh detail on sales, revenue and profits at the Luxembourg based real estate investment company. For the six months to 30 June 2026, CPI FIM reported sales of €38.22 million and revenue of €56.29 million. Net income was €143.83 million, with basic and diluted earnings per share from continuing operations at €0.11. The CPI FIM share price closed at €0.83 on 31 August, with a...

Steve Eisman, the investor made famous by “The Big Short,” says the artificial intelligence boom has made OpenAI so central to the U.S. economy that its failure could tip the country into recession almost overnight. “If tomorrow OpenAI failed, the...

Steve Eisman, the investor made famous by “The Big Short,” says the artificial intelligence boom has made OpenAI so central to the U.S. economy that its failure could tip the country into recession almost overnight.“If tomorrow OpenAI failed, the U.S....

Tesla, Microsoft and Oracle stocks push higher ahead of the Fed speech, with TSLA testing its 50-day EMA, MSFT above $500 and ORCL eyeing $160.

Nvidia reported blowout fiscal Q2 results, but under the surface was the budding growth it's having with a major partner: SpaceX.

SpaceX. tock rose early Thursday, helped, like much of the market, by Nvidia’s earnings. Shares of Elon Musk’s rocket and AI company rose 0.6% to $140.47 in premarket trading, while futures were up 0.4% and futures were down 0.1%. futures were the strongest, up 1%, thanks in part to Nvidia’s strong quarterly results.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.02% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.10%. E-mini S&P futures (ESU26 ) are down -0.03%, and September E-mini...

Wall Street veteran Louis Navellier laid out a 20-year blueprint for Nvidia.
Malone joined OpenAI in March 2025, shortly after the company unveiled Stargate — a joint venture with Oracle and SoftBank to build AI data-center capacity at scale. His exit follows the departures of Chief Revenue Officer Denise Dresser, Chief Operating Officer Brad Lightcap, and Fidji Simo, who served as second-in-command to CEO Sam Altman, according to the WSJ report. Analysts have noted that clustering this many C-suite exits in the months before a listing is unusual even by pre-IPO standard

Here’s what the Point72 founder’s latest portfolio moves say about where AI infrastructure money is heading next.
