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US stock market news — Thursday, September 3, 2026

48 stories · by lane · newest first · Eastern Time

The stories BORSA published on Thursday, September 3, 2026, grouped by lane, with the time, the sentiment read and the impact score of each.

Corporate 14 Earnings 12 Macro 9 Geopolitics 6 Analyst action 3 Policy 2 Product 2

Corporate

14 stories

Corporate9:05 PM ET

Starlink V5 to be integrated into Tesla Cybercabs for 4K streamingneutral 50 · impact 30

Corporate8:44 PM ET

Barclays opens new private bank booking centre in Singaporeneutral 50 · impact 20

Corporate7:45 PM ET

Anthropic nears $15B credit facility, IPO marketing seen in Octoberbullish 70 · impact 80

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

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Corporate5:29 PM ET

Microsoft sold $43 million of MSFT stock this week

bearish 40 · impact 20

Corporate5:24 PM ET

Lululemon Athletica's exec: it is increasing marketing investment in the back half of the year, noting that slower-than-expected top-line trends could necessitate additionalbearish 30 · impact 40

Corporate5:24 PM ET

Dangote Refinery IPO to open in 10-12 days, East African refinery Sept 30, Dangote Cement eyes LSE listingneutral 50 · impact 30

Corporate4:28 PM ET

Vici Properties increases regular quarterly dividend,: $0.46 per share for Q3 2026neutral 50 · impact 30

Corporate4:28 PM ET

Tencent Music Entertainment Group prices $1 bln notes offeringneutral 50 · impact 30

Corporate4:18 PM ET

Adobe names Anil Chakravarthy next CEO, Narayen to Executive Chairneutral 50 · impact 30

Corporate3:40 PM ET

SpaceXAI restores systems after Memphis Compute Center outageneutral 50 · impact 20

Corporate3:29 PM ET

Driverless Tesla Cybercabs without steering wheels or pedals reported on 'almost every corner' in Austinbullish 70 · impact 60

Corporate1:14 PM ET

OpenAI ended Cursor partnership after SpaceX $60B acquisition, internal estimate showed $1B revenue potentialneutral 50 · impact 30

Corporate8:04 AM ET

Nvidia agrees to acquire Hugging Face for $12.9 billionbullish 70 · impact 80

Corporate6:47 AM ET

Tradr ETFs files for leveraged Anthropic funds tied to expected IPOneutral 50 · impact 20

Earnings

12 stories

Earnings9:28 PM ET

Jim Cramer: CoreWeave is the only neocloud he likes, dismisses IRENneutral 50 · impact 20

Earnings4:53 PM ET

Lululemon executive: Q2 slowdown in core categories worse than expected, sees softness in second halfbearish 25 · impact 60

Earnings4:11 PM ET

UiPath Q2 revenue and operating income beat estimates; FY27 guidance raisedbullish 75 · impact 50

Earnings4:07 PM ET

Ambarella Q2 revenue and EPS beat estimates; Q3 revenue guidance in linebullish 70 · impact 40

Earnings4:06 PM ET

Lululemon Q2 revenue misses, slashes FY26 guidancebearish 15 · impact 80

Earnings4:06 PM ET

Guidewire Q4 revenue and EPS beat estimates; Q1 revenue guide below consensusneutral 50 · impact 60

Earnings4:06 PM ET

DocuSign beats Q2 estimates, guides FY27 revenue in linebullish 75 · impact 10

Earnings4:06 PM ET

Zscaler beats Q4 estimates, guides above consensus for FY27bullish 80 · impact 70

Earnings4:05 PM ET

Asana Q2 revenue and EPS beat estimates; Q3 guidance misses on operating income and EPSbearish 35 · impact 30

Earnings10:54 AM ET

SpaceX, Nvidia, Microsoft, Tesla each gain over $100 billion in market cap todayneutral 50 · impact 40

Earnings9:06 AM ET

Tyson Foods projects full-year revenue growth of 1.5% to 2%neutral 50 · impact 30

Earnings7:01 AM ET

Ciena Q3 revenue and EPS beat estimates; lifts FY26 guidancebullish 80 · impact 60

Macro

9 stories

Macro2:59 PM ET

PCE basket inflation breadth rises to near 3-year high, data showsbearish 30 · impact 50

Macro2:22 PM ET

US VP Vance: fed should lower interest ratesbullish 65 · impact 40

Macro1:59 PM ET

US Vice President Vance: about 15 million barrels passed through Strait of Hormuz yesterdayneutral 50 · impact 60

Macro8:33 AM ET

Waller: september rate decision hinges on August inflation databearish 25 · impact 80

Macro8:32 AM ET

Waller: AI investment legitimate GDP component, will reliably raise productivity; inflation still elevatedbearish 35 · impact 40

Macro7:36 AM ET

HSBC lifts US Treasury yield forecasts, flags near-even chance of September hikebearish 30 · impact 60

Macro7:09 AM ET

commodities rally as inflation stays above Fed target for 65 monthsbearish 35 · impact 30

Macro12:30 AM ET

Global bond markets crumbling in orderly fashionbearish 30 · impact 60

Macro12:15 AM ET

Saudi Arabia August composite PMI at 53.8, up from 53.1 in Julyneutral 50 · impact 20

Geopolitics

6 stories

Geopolitics10:16 PM ET

Ukraine targets Russia's commercial airspace, WSJ reportsbearish 30 · impact 60

Geopolitics4:05 PM ET

Iran: defensive strikes hit only military targetsbearish 30 · impact 60

Geopolitics3:36 PM ET

CENTCOM: 87 vessels redirected, 3 disabled, 2 boarded in Iran blockadebearish 30 · impact 70

Geopolitics6:22 AM ET

Israeli Defense Minister Katz: Any Iranian attack on Israel would trigger strikes on Iranian energy infrastructurebearish 30 · impact 60

Geopolitics3:58 AM ET

Iran warns US it will respond forcefully to Israeli offensive on Lebanon ridgebearish 30 · impact 60

Geopolitics3:09 AM ET

Russian forces hit two Ukrainian cargo vessels in Black Sea, defence ministry saysbearish 35 · impact 60

Analyst action

3 stories

Analyst action9:39 AM ET

BofA Global Research cuts Broadcom price target to $460 from $530bearish 30 · impact 40

Analyst action9:04 AM ET

Morgan Stanley: Broadcom AI commentary slightly below estimate but sees compelling valuationbullish 75 · impact 10

Analyst action5:03 AM ET

Rothschild Redburn downgrades Moderna to Sell with $81 PTbearish 20 · impact 40

Policy

2 stories

Policy8:42 PM ET

FHFA directs Fannie, Freddie to open mortgage scoring to VantageScore; considers bi-merge systembearish 30 · impact 70

Policy8:37 PM ET

Pulte: Equifax, Experian, TransUnion overcharging Americans, will end soonneutral 50 · impact 40

Product

2 stories

Product7:45 PM ET

Tesla launches steering-wheel-free Cybercab rides in Austinbullish 70 · impact 75

Product12:49 PM ET

Nvidia launches PAIR, free software to pool idle PC compute for local AIbullish 65 · impact 30

Other days on the wireEastern Time

← Wednesday, September 2 September 2026 News archive Friday, September 4 →

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

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TSLA−2.51%$353.34AAPL+0.25%$342.87NDAQ−0.29%$93.23NVDA−0.73%$215.64BKR+2.63%$55.83TFC+1.76%$47.39TOL−0.01%$133.92CBOE+2.01%$314.28SHOP−5.20%$168.88GPRK+2.34%$11.80PSX+1.49%$293.50B+0.21%$40.64SMTC−3.64%$138.96NFLX−2.85%$70.54LMT+2.81%$547.59EFX−0.29%$160.79XOM+1.91%$178.02MSTR−9.34%$137.16SPCX−2.32%$145.17TWLO−12.57%$239.02LUMN−5.85%$4.59NICE−3.72%$110.63MA−0.22%$614.95DELL−3.00%$459.21CCB−0.61%$42.71QXL+6.30%$4.22BETR−5.58%$10.16SOXX−2.89%$499.84APP−4.12%$267.77WDC−4.41%$340.72TSLA−2.51%$353.34AAPL+0.25%$342.87NDAQ−0.29%$93.23NVDA−0.73%$215.64BKR+2.63%$55.83TFC+1.76%$47.39TOL−0.01%$133.92CBOE+2.01%$314.28SHOP−5.20%$168.88GPRK+2.34%$11.80PSX+1.49%$293.50B+0.21%$40.64SMTC−3.64%$138.96NFLX−2.85%$70.54LMT+2.81%$547.59EFX−0.29%$160.79XOM+1.91%$178.02MSTR−9.34%$137.16SPCX−2.32%$145.17TWLO−12.57%$239.02LUMN−5.85%$4.59NICE−3.72%$110.63MA−0.22%$614.95DELL−3.00%$459.21CCB−0.61%$42.71QXL+6.30%$4.22BETR−5.58%$10.16SOXX−2.89%$499.84APP−4.12%$267.77WDC−4.41%$340.72