AI spending moved from promise to performance test

Sep 1 - Sep 3across 3 daysImpact

AI Spending Faces a Proof Test

Dell’s surging AI-server revenue and $95 billion backlog provided hard evidence of data-center demand, while Broadcom’s weaker near-term forecast and muted stock reactions showed that strong results no longer guarantee investor approval. Microsoft’s reporting changes and Credo’s selloff further shifted attention toward measurable growth, execution, and acceleration.

16 stories1 Tue 2 Wed 3 Thu

Aug 31 - Sep 4across 3 daysImpact

Rate Fears Hit Market Momentum

A late-August Dow selloff broadened into a market decline as rising oil prices and bond yields revived inflation concerns, especially for technology shares. The August jobs gain then renewed rate fears, with the increase concentrated in a narrow set of sectors despite steady unemployment.

7 stories31 Mon 1 Tue 2 Wed 3 Thu 4 Fri

Aug 31 - Sep 1across 2 daysImpact

Amazon Advertising Faces Antitrust Pressure

The FTC and 22 states brought a case alleging that Amazon manipulated ad auctions and imposed hidden charges on businesses. The repeated focus turned a legal complaint into a direct threat to a fast-growing, high-margin advertising operation and its pricing practices.

8 stories31 Mon 1 Tue

Sep 3 - Sep 5across 2 daysImpact

Private Credit Shows Uneven Damage

Private-credit portfolios stabilized broadly, but software-loan markdowns and rising non-accruals kept losses in view. A separate Jefferies-linked fund exposure to alleged invoice fraud added pressure on underwriting, collateral checks, and concentration controls.

2 stories3 Thu 4 Fri 5 Sat

Sep 2 - Sep 3across 2 daysImpact

Uber Cuts Staff for Robotaxis

Uber’s plan to eliminate 3,300 jobs removes management layers and redirects resources toward robotaxis, rides, and delivery. The restructuring makes autonomous vehicles a clearer test of whether the company’s future mobility investments can produce returns.

2 stories2 Wed 3 Thu

Sep 3 - Sep 4across 2 daysImpact

Lululemon Enters a Longer Reset

Lululemon cut its full-year outlook twice during the period, triggering a selloff of as much as 20%. Weaker sales, narrower margins, heavier promotions, and sharper competition shifted the recovery from a short-term fix toward a potentially multiyear product overhaul.

4 stories3 Thu 4 Fri

Sep 5 - Sep 6Impact

SEC Escalates Proxy Adviser Fight

The SEC’s case against Institutional Shareholder Services moved its inquiry from subpoena enforcement into court action. The following day’s framing placed the suit within broader administration scrutiny of proxy advisers and their influence over shareholder votes.

2 stories5 Sat

Sep 2 - Sep 5across 3 daysImpact

Mortgage Rates Push Buyers Toward Risk

As mortgage rates climbed from 6.02% toward the 7% threshold, some buyers turned to adjustable-rate loans to reduce initial payments while more households remained renters. The shift supports rental demand but increases exposure to future payment shocks and keeps housing transactions under pressure.

3 stories2 Wed 3 Thu 4 Fri 5 Sat

Week’s Recap

Stories that evolved over the week.