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$LULU’s guidance cut matters beyond one apparel name. When a premium brand cites tariffs, macro uncertainty, weaker sales and lower margins in the same breath, the consumer debate stops being theoretical.
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The West Texas Intermediate and Brent crude contracts for October and November delivery, respectively, are steady after rising earlier in the session.
JPMorgan is operating at near peak conditions, with Q2 ROTCE at ~23% and record Markets and Investment Banking revenue. JPM's valuation is historically elevated at ~3.2x tangible book and ~14.8x forward PE, making the common stock a Hold due to multiple compression risk. Preferred shares (JPM.PR.M, JPM.PR.K, JPM.PR.J, JPM.PR.L) offer ~6.4% yields and discounted entry, but rate risk limits immediate upside.
European natural-gas prices climbed more than 2%, trading just shy of 74 euros a megawatt-hour as supply flows from Qatar remained severely disrupted.
U.S. nonfarm payrolls shattered expectations in August, seeing their largest gain in five months. The data ramped up market bets the Fed will hike rates this month, but President Trump doubled down on calls for a cut, while adding a new trade threat into the mix.
Huawei launched a new version of its flagship foldable smartphone on Monday as it seeks to defend its lead in the Chinese market for premium handsets against Apple and Xiaomi , both of which are also unveiling new products.
Guy Johnson and Adam Linton break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." -------- More on Bloomberg Television and Markets Like this video?
The luxury car maker is opening a voluntary redundancy program for salaried and management team members.
Output fell 1.1% on month after a flat reading in June, the country's statistics agency Destatis said Monday.
Block is delivering accelerating top line growth and substantial margin expansion post-restructuring, driven by Cash App lending and operational efficiencies. XYZ posted 25% YoY gross profit growth and a 27% adjusted operating margin, both exceeding guidance, with Cash App origination volumes up 59% YoY. The stock trades at ~20x earnings, with consensus expecting double-digit top line growth and significant operating leverage; I reiterate my buy rating.
Liquid Network, a Bitcoin-based payments and settlement network, said on Sunday that about $320 million was withdrawn from its federation wallet in a hack.
I am avoiding consumer discretionary brands, as their value proposition and loyalty have eroded, leading to underperformance across major names like NKE and LULU. My focus shifts to the consumer experience (CX) sector, particularly travel and entertainment, which benefits from secular growth driven by affluent, aging demographics.
South Korea and the United States have agreed on the size of Seoul's planned investment in a gas project in Texas at around $22.3 billion, Korean media Edaily reported on Monday, citing unidentified officials and politicians.
Allogene: If MRD Holds, This Becomes A Completely Different Company
A sustained break above 4.8% on 10-year Treasurys could create “meaningful problems” across other asset classes. Fiscal deficits, heavy Treasury issuance and corporate borrowing are keeping pressure on long-term yields despite Treasury jawboning.
The Philippines' securities regulator has cleared GCash parent Mynt's initial public offering that could raise up to 92.32 billion pesos ($1.48 billion), its parent Globe Telecom disclosed on Monday.
Japanese stocks were higher in early trade amid continued hopes for artificial intelligence-related demand and signs of U.S. economic strength.
Asian currencies consolidated against the dollar, but may be weighed by Fed rate-hike prospects.
FOX Business Network covers this week's major news events. 0:00 | ‘THIS IS REALLY IMPORTANT FOR US': Chang REVEALS how to beat China in the long run 7:50 | Bessent drops BOMBSHELL: ‘I WILL SAY IT ON WORLDWIDE TV' 22:32 | Charles Payne: Trump has gone 'ALL IN' on data centers 25:42 | EXCLUSIVE: Bessent UNLOADS on global economy in Kudlow interview 48:16 | DANGER ZONE: Trump TURNS UP HEAT on Iran as OIL hits $90 1:02:59 | Stuart Varney: Republicans need to run on Trump's record to win midterms 1:04:31 | EVOLUTIONARY OR REVOLUTIONARY?
Oil rose in early Asian trade amid an escalation in the U.S.-Iran conflict that could increase supply disruptions in the Middle East.
This week's market focus is the August CPI report, which could determine a September Fed rate hike. A hot inflation print may cement a rate hike, with current odds at 60% following strong payroll data.
Strategic Minerals PLC (AIM:SML) told investors it has secured another two years of access to the Cobre magnetite stockpile in New Mexico, extending an important source of internal cash flow through to 31 March 2031. Wholly owned subsidiary Southern Minerals Group agreed the extension through a Third Amendment to the existing Magnetite Sales Contract.
Essential Properties Realty Trust delivers sector-leading AFFO per share growth, robust dividend protection, and disciplined external growth, underpinned by a transparent, potent business model. EPRT's low payout ratio (~64%) enables superior internal growth, dividend safety, and significant reinvestment capacity, supporting double-digit annual total return potential. Portfolio diversification, prudent asset recycling, and stable acquisition pacing position EPRT for continued outperformance and potential credit rating upgrades.
Tertiary Minerals PLC (AIM:TYM, OTC:TTIRF, FRA:TMU) said new drilling at its Mushima North project in Zambia has extended silver-copper-zinc mineralisation beyond the depth of its existing Exploration Target, with most of the seven newly reported holes ending in mineralisation. The Phase 4 results included 82 metres grading 53 grams per tonne silver equivalent from just 7 metres downhole, alongside 67 metres at 51 g/t AgEq from 19 metres and 46 metres at 63 g/t AgEq from 8 metres.
National Vision Holdings faces declining foot traffic, offset by higher average tickets and a shift toward managed care and premium lenses. EYE's Q2 saw 2.2% same-store growth and a 7.1% rise in average transaction value, but a 4.9% drop in transaction volume signals market share loss. Profitability gains stemmed from deferred marketing, risking future margins; inventory surged 37%, raising concerns about discounting and margin erosion.
PARIS--(BUSINESS WIRE)--TotalEnergies (Paris:TTE) (LSE:TTE) (NYSE:TTE) announces that Papua LNG has achieved major contractual and commercial milestones, marking decisive steps towards a Final Investment Decision. Thanks to the close cooperation with the authorities of Papua New Guinea and Papua LNG partners, the following key milestones have now been achieved: Completion of the EPC tendering process, with contract award recommendations now ready to be approved by the co-venturers. Since 2024,.
Broadcom delivered record revenues, gross profits, and free cash flow, driven by surging AI chip and data center demand. AVGO's Semiconductor Solutions business posted 127% year-over-year growth, with a robust free cash flow margin approaching 50%. Guidance for Q4 calls for $34.8 billion in revenue, implying 93% year-over-year growth and further acceleration.
Cell tower REITs (SBAC, AMT, CCI) now trade at 12-year low multiples, reflecting trough earnings and fully baked-in Dish and satellite risks. Starlink's entry is unlikely to threaten macro towers; instead, it could drive incremental leasing and revenue upside for tower REITs. I've increased cell tower REIT allocation to 10.7%, citing 6-7% projected AFFO/share growth in 2027–2028 and attractive risk-reward.
Oxford Industries posted GAAP earnings growth of roughly 191%, helped by a one-time $42 million tariff refund. The company continues to deleverage its balance sheet. My DCF valuation states the stock is undervalued by 56%. I rate OXM a buy.
Check Point is undervalued relative to peers, trading below intrinsic value despite strong financials and AI-driven growth potential. Its evolution toward an AI-centric cybersecurity platform, leveraging its installed base and asset-light model, could accelerate revenue and profit growth if fixed costs remain stable. Current valuation assumes revenue growth doubling to 10% in Year 1, yielding an intrinsic value of $166 per share - a 21% margin of safety over the $137 market price.
A 'Barron's Roundtable' panel discusses recent trends in the market as a rough September comes into play. #fox #media #breakingnews #us #usa #new #news #breaking #foxnews #barronsroundtable #nvidia #openai #stocks #stockmarket #markets #wallstreet #investing #investors #economy #treasury #yields #oil #energy #technology #ai #finance #business #september #markettrends