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Stocks Bend, but Don’t Break, in Head-Spinning September. More Tests Are Coming.
Barrons.com1d agoneutral
Stocks Bend, but Don’t Break, in Head-Spinning September. More Tests Are Coming.

A massive surge in Treasury bond yields, which lifted 10-year notes to the highest since 2007, paired with a worrying summer rally in global crude prices that has oil trading firmly north of $100 a barrel, leaned heavily on stocks but didn’t tip them over. A Federal Reserve interest-rate hike, coupled with hawkish language and quickening inflation forecasts, also came and went, with stocks posting their strongest gains in six weeks and an index of the Magnificent Seven tech giants coming within half a point of the all-time high it reached in late May. Tech stocks, in fact, have largely weathered a series of “end of days” headlines from the AI space, with an index of semiconductor stocks falling around 3.3% over the past month and those in the information technology edging just 1.2% lower despite the torrent of stories tied to apocalyptic AI risks.

Can Kroger Keep Its Earnings Promise With Sales This Weak?
Trefis1d agoneutral
Can Kroger Keep Its Earnings Promise With Sales This Weak?

Kroger (KR) has cut its 2026 same-store sales outlook and kept its 2026 profit outlook. If you own the stock, the easy comfort is that earnings held. The risk sits inside that comfort. The cost savings holding up profit are the same savings management plans to spend on lower shelf prices, and the stock is down 15% over the past six months.

DoorDash and Uber Eats to offer delivery from US Costco stores
Associated Press2d agoneutral
DoorDash and Uber Eats to offer delivery from US Costco stores

Costco said Thursday it's partnering with DoorDash to offer delivery from its U.S. warehouse stores. DoorDash already offers Costco delivery in a few markets, including Australia, Sweden and Puerto Rico. DoorDash said it will deliver groceries, household items and electronics from all of Costco’s U.S. stores.

Costco Earnings May Disappoint, but There’s a Special Catalyst That Could Lift the Stock
Barrons.com2d agoneutral
Costco Earnings May Disappoint, but There’s a Special Catalyst That Could Lift the Stock

Earnings from Costco Wholesale next week could fall short of Wall Street forecasts, but an upcoming announcement from the retailer could be an enticement t0 investors. BofA Securities projected adjusted earnings of $6.52 a share from Costco in its fiscal fourth quarte, below consensus estimates of $6.55, analyst Christopher Nardone wrote in a note Wednesday. Costco last issued a special dividend of $15 a share in January 2024, suggesting a payout of $22 a share if delivered at a similar yield, according to Nardone.

Mama's Creations Q2 Earnings Call Highlights
MarketBeat15d agoneutral
Mama's Creations Q2 Earnings Call Highlights

Mama's Creations (NASDAQ:MAMA) reported fiscal second-quarter revenue growth of 55% and said expanded retail distribution, contributions from the Bay Shore acquisition and new product launches helped drive operating leverage and higher profitability. For the quarter, revenue increased to $54.6 mill