TOP NEWS- SEC sues ISS as Trump administration ramps up scrutiny of proxy advisers September 6, 2026The SEC sued Institutional Shareholder Services to enforce a subpoena as the Trump administration increases scrutiny of influential proxy advisers.
- U.S. Energy Secretary Wright says Iran nuclear deal may never happen September 6, 2026Iran warned of faster, heavier retaliation against U.S. attacks while acknowledging the war’s mounting toll on its economy.
- 'Everyone has an AI secret': This artist has spent a year collecting and sharing hundreds of anonymous AI confessions September 6, 2026Through her project "What We Tell AI," Olivia Tai has collected over 350 handwritten secrets about how people use AI to navigate dating, work and life.
- Parents who are really good at handling tantrums do 5 things—their kids become more emotionally intelligent, says psychologist September 6, 2026"These kids become more emotionally intelligent, which helps them weather setbacks, embrace independence and try new things," says Juli Fraga.
- Sugar is outperforming the stock market this year. Here's what's driving it, and where it can go from here September 6, 2026The sweetener's prices surged last week, reflecting a sharp deterioration in the global supply outlook.
- ‘Model fatigue’ sets in as AI labs race to roll out new versions at frenetic pace September 6, 2026Anthropic, OpenAI, Meta and Google all released model updates this week, while Nvidia said it's acquiring open-source AI platform Hugging Face.
- Many truckers don't feel like the rest of America about AI data centers as business booms September 6, 2026Sprawling data center components from HVAC systems to tubing, wiring and semiconductors arrive primarily by truck, a boon for a business hit hard by trade wars.
- AI data centers are transforming rural land markets — and fueling a backlash September 6, 2026The data center buildout is driving up the price of rural land as some farmers and property owners buy in and others push back against development.
- From ‘mystery vacations’ to hostels, budget travelers get thrifty as prices rise September 5, 2026Despite rising prices and the travel industry focusing on the luxury segment, budget-minded vacationers are still finding ways to get away.
- LeBron James teases partnership with Polymarket September 5, 2026LeBron James on Saturday teased an upcoming partnership with the prediction markets platform Polymarket in a social media post.
EARNINGS- We got more defensive last week as Wall Street raised the bar for AI stocks September 5, 2026We initiated positions in defensive stocks to balance our AI exposure amid higher oil prices and Treasury yields.
- Zscaler beats earnings expectations, issues upbeat guidance but stock falls September 4, 2026CEO Jay Chaudhry said he's "very bullish" on Zscaler's agentic Zero Trust offering, which is gaining early momentum
- Lululemon stock plunges 20% on disappointing earnings and outlook September 4, 2026Lululemon posted another quarter of disappointing results and a sales slowdown as the company struggles to turn its business around.
- Broadcom delivers strong earnings view as CEO touts growth with AI labs September 3, 2026Broadcom gave a disappointing revenue forecast for the current quarter but provided robust earnings guidance for fiscal 2028.
- Broadcom guides to big numbers but investors wanted more. Why we're OK to hold for now September 2, 2026We recently reduced our position size, which allows us to be more patient with this one.
- Snowflake spikes 22% on healthy results and AI coding momentum September 2, 2026Snowflake business is growing quickly, in part thanks to adoption of an artificial intelligence agent for writing code.
- Palo Alto Networks beats quarterly estimates on AI demand, continues acquisition spree September 2, 2026Palo Alto Networks' stock has nearly doubled this year as AI boosts demand for security detection and response tools
- We're lifting our price target on Palo Alto Networks as AI-driven cyber demand intensifies September 2, 2026The stock's muted reaction in extended trading Tuesday is not a reflection of the company's results.
- Dell surges 9% after lifting fiscal 2027 forecast on AI server strength September 1, 2026Dell sees AI server revenue tripling in fiscal 2027. Six months ago, it was looking for the number to double.
- The 'choose your own adventure' earnings: Why retailers are handling tariff refunds so differently August 31, 2026Retailers have diverged on how they've reported tariff refunds in their earnings this quarter, with some choosing to lower prices and others boosting margins.