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US stock market news — Wednesday, September 2, 2026

59 stories · by lane · newest first · Eastern Time

The stories BORSA published on Wednesday, September 2, 2026, grouped by lane, with the time, the sentiment read and the impact score of each.

Corporate 21 Earnings 11 Macro 10 Geopolitics 8 Analyst action 6 Policy 2 Legal 1

Corporate

21 stories

Corporate5:23 PM ET

FedEx Freight: executive team could assume Lyons's duties during replacement searchneutral 50 · impact 15

Corporate5:23 PM ET

FedEx Freight terminates EVP Michael Lyons after internal probe, no financial impact (SEC filing)neutral 50 · impact 10

Corporate4:34 PM ET

Microsoft to restructure FY27 reporting into two segments, provides Q1 outlook · impact 50

BORSA provides market news and sentiment, not individualized investment advice. Sentiment is an editorial market read, not a recommendation.

News Calendar Reports Stocks Sign in

bullish 75

Corporate4:10 PM ET

HPE expands Oracle AI data center deal, deploys Juniper networking gear globallyneutral 50 · impact 40

Corporate4:09 PM ET

HPE and Oracle expand networking partnership for AI data centres, HPE issues Oracle warrantsbullish 65 · impact 40

Corporate3:08 PM ET

Boeing paid $3.1 million FAA fine over safety violations tied to Alaska door plug incidentbearish 40 · impact 30

Corporate3:03 PM ET

Thoma Bravo's Proofpoint in talks to acquire Varonisbullish 80 · impact 60

Corporate3:01 PM ET

Nvidia now ~8% of S&P 500, larger than four sectors combinedbullish 65 · impact 30

Corporate3:00 PM ET

Meta rolls out Muse Spark 1.3,: biggest coding/agentic jump yetbullish 70 · impact 40

Corporate2:56 PM ET

Johnson & Johnson stock hits new 52-week highbullish 65 · impact 30

Corporate1:46 PM ET

Lemonade expands Tesla FSD insurance to Missouribullish 70 · impact 35

Corporate1:33 PM ET

CrowdStrike brings Falcon platform to Anthropic's Claude Marketplacebullish 75 · impact 50

Corporate1:06 PM ET

Onchain tokenized equity holders hit 1.9 million, up 134% month-over-monthneutral 50 · impact 30

Corporate11:57 AM ET

Southwest Airlines plans first-ever lounge network next yearbullish 65 · impact 30

Corporate11:54 AM ET

Uber shuts down operations in Nigeria after 12 yearsbearish 35 · impact 30

Corporate10:32 AM ET

American Airlines to phase out international first class on 777-300ER fleet, expand business classneutral 50 · impact 10

Corporate9:20 AM ET

Caterpillar partners with FieldAI on physical AI for jobsites and factoriesbullish 70 · impact 10

Corporate8:06 AM ET

CrowdStrike and OpenAI expand partnership to secure AI agents, integrate GPT-5.6 Cyberbullish 75 · impact 60

Corporate6:37 AM ET

TSMC chip-tool needs nearly double as AI demand surgesbullish 70 · impact 70

Corporate4:33 AM ET

Tesla Cybercab launch event underway in Austin; fleet registration data suggests broader rolloutbullish 65 · impact 60

Corporate3:12 AM ET

Cognition to raise ~$1B at $47B valuation, revenue jumps to $900Mneutral 50 · impact 50

Earnings

11 stories

Earnings5:11 PM ET

Broadcom begins production shipments of Google's next-gen TPU v8i, lifts AI revenue guidance to $58Bbullish 80 · impact 80

Earnings4:21 PM ET

Costco August net sales rise 9.9% to $23.7 billionbullish 70 · impact 60

Earnings4:17 PM ET

PVH Q2'26 earnings beat on EPS, revenue in line; Q3 guide below estimatesbearish 40 · impact 10

Earnings4:16 PM ET

Broadcom beats Q3 estimates but Q4 revenue guide trails consensus, shares fall after hoursbearish 30 · impact 70

Earnings4:14 PM ET

Snowflake shares surge after earnings beat, AI-driven guidancebullish 85 · impact 70

Earnings4:08 PM ET

HPE lifts FY adjusted EPS guidance to $3.75-$3.85, Q4 revenue view above estimatesbullish 80 · impact 75

Earnings4:05 PM ET

ChargePoint Q2'27 revenue beats estimates, EBITDA loss narrowsbullish 80 · impact 60

Earnings4:01 PM ET

NetApp beats Q1 estimates, lifts full-year guidanceneutral 50 · impact 20

Earnings4:01 PM ET

Five Below Q2 revenue and profit beat estimates, lifts full-year guidancebullish 85 · impact 70

Earnings7:40 AM ET

FuelCell Energy Q3 revenue falls 29%, loss widens; targets positive EBITDA by Q4 FY27bearish 30 · impact 70

Earnings4:28 AM ET

Nvidia comfortable with ~70% FY28 growth, could more than double without supply constraints, JPMorgan saysbullish 80 · impact 80

Macro

10 stories

Macro9:45 PM ET

US ISM services PMI rises to 55.4 in August, topping 54.1 estimatebullish 70 · impact 70

Macro8:01 PM ET

Ireland August services PMI rises to 55.4 from 55.2 in Julyneutral 50 · impact 20

Macro6:08 PM ET

Short interest in median S&P 500 stock rises to 3.2% of market cap, highest since 2009bearish 30 · impact 70

Macro4:19 PM ET

Dell surges 16% on strong outlook; Fed Beige Book shows modest growth, Williams says inflation easingbullish 70 · impact 50

Macro2:01 PM ET

Fed Beige Book: Economic Activity Increased Modestly Since Early July; Employment Rose Very Slightlyneutral 50 · impact 30

Macro2:01 PM ET

Fed Beige Book: Prices rose moderately in eight districts; outlook positive but energy uncertainty notedbearish 35 · impact 40

Macro10:30 AM ET

EIA crude oil inventories drop 4.45M barrels, far below 0.06M forecastneutral 50 · impact 40

Macro10:11 AM ET

Russia's Novak: OPEC+ quota cuts not under discussion, cites market shortagebullish 70 · impact 60

Macro8:15 AM ET

US durable goods orders revised to 1.1%, in line with expectationsneutral 50 · impact 60

Macro2:48 AM ET

HSBC forecasts two more RBA rate hikes, cash rate target to 4.85%neutral 50 · impact 30

Geopolitics

8 stories

Geopolitics9:43 PM ET

Kuwait Accuses Iran of Missile and Drone Attacks; US: no Bases Hitbearish 20 · impact 70

Geopolitics9:37 PM ET

Kuwaiti Armed Forces Report Engaging Hostile Missiles and Dronesbearish 30 · impact 60

Geopolitics6:14 PM ET

White House discourages US space companies from Macron's Paris summitbearish 35 · impact 50

Geopolitics4:52 PM ET

Netanyahu: Israel's systems working to topple Iranian regime; Iran says targeting Israel now easierbearish 35 · impact 60

Geopolitics3:34 PM ET

U.S. Navy redirected 86 vessels, disabled 3 under Iran blockade, CENTCOM saysbearish 30 · impact 60

Geopolitics2:22 PM ET

Trump: iran war 'won't be much longer,' prepared for further strikes; privately discussing declaring war overbearish 30 · impact 60

Geopolitics7:11 AM ET

Saudi Arabia: Iran attacked its vessel Sidr in Strait of Hormuzbearish 20 · impact 80

Geopolitics4:16 AM ET

Two tankers hit naval mines in Strait of Hormuz, halt voyage - Iran's Revolutionary Guardsbearish 30 · impact 70

Analyst action

6 stories

Analyst action8:00 AM ET

Oppenheimer lifts SpaceX price target to $280, cites AI platform and Nvidia chipsbullish 80 · impact 60

Analyst action7:04 AM ET

Piper Sandler lifts Robinhood price target to $145 from $135, keeps Overweight ratingbullish 70 · impact 40

Analyst action6:09 AM ET

Needham: fixed ALPR market challenges not key to Axon's 2026 targetsbullish 70 · impact 40

Analyst action4:41 AM ET

Berenberg initiates AST SpaceMobile at Buy, PT $92bullish 75 · impact 40

Analyst action4:23 AM ET

Jefferies Initiates Element Solutions at Buy, PT $55bullish 70 · impact 10

Analyst action12:25 AM ET

Jefferies initiates USA Rare Earth with Buy rating, $21 targetneutral 50 · impact 10

Policy

2 stories

Policy6:12 PM ET

House Democrats block proposed constitutional amendment to lock Supreme Court at 9 justicesneutral 50 · impact 10

Policy7:22 AM ET

Lutnick: Tariff relief for US-built factories, semiconductor tariffs consideredbullish 70 · impact 70

Legal

1 story

Legal7:29 PM ET

DOJ expands beef price investigation to 8 major retailers, including Walmart, Costco, & Amazon, amid a surge in retail beef prices.bearish 30 · impact 60

Other days on the wireEastern Time

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BORSA News Sentiment is a news-derived editorial measure, separate from price action and not investment advice.

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TSLA−2.47%$353.47AAPL+0.25%$342.85NDAQ−0.29%$93.23NVDA−0.71%$215.69BKR+2.65%$55.84TFC+1.84%$47.43TOL−0.01%$133.92CBOE+1.88%$313.89SHOP−5.11%$169.03GPRK+2.52%$11.82PSX+1.49%$293.52B+0.22%$40.64SMTC−3.51%$139.15NFLX−2.82%$70.57LMT+2.89%$548.05EFX−0.21%$160.93XOM+1.88%$177.96MSTR−9.38%$137.10SPCX−2.31%$145.18TWLO−12.53%$239.15LUMN−5.65%$4.60NICE−3.72%$110.63MA−0.18%$615.18DELL−2.99%$459.25CCB−0.61%$42.71QXL+8.31%$4.30BETR−5.58%$10.16SOXX−2.85%$500.02APP−4.10%$267.84WDC−4.37%$340.89TSLA−2.47%$353.47AAPL+0.25%$342.85NDAQ−0.29%$93.23NVDA−0.71%$215.69BKR+2.65%$55.84TFC+1.84%$47.43TOL−0.01%$133.92CBOE+1.88%$313.89SHOP−5.11%$169.03GPRK+2.52%$11.82PSX+1.49%$293.52B+0.22%$40.64SMTC−3.51%$139.15NFLX−2.82%$70.57LMT+2.89%$548.05EFX−0.21%$160.93XOM+1.88%$177.96MSTR−9.38%$137.10SPCX−2.31%$145.18TWLO−12.53%$239.15LUMN−5.65%$4.60NICE−3.72%$110.63MA−0.18%$615.18DELL−2.99%$459.25CCB−0.61%$42.71QXL+8.31%$4.30BETR−5.58%$10.16SOXX−2.85%$500.02APP−4.10%$267.84WDC−4.37%$340.89