Inflation in focus as September Fed meeting nears: What to watch this week

🚙 Tesla market share in US drops to lowest since 2017 as competition heats up:

Tesla's U.S. market share dropped to a near eight-year low in August as buyers chose electric vehicles from a growing stable of rivals over the aging lineup offered by CEO Elon Musk's company, according to data from research firm Cox Automotive shared exclusively with Reuters.

The decline highlights the threat from automakers ramping up EV incentives at a difficult time for the industry.

Analysts expect an EV sales bump to continue through September in the United States, then drop when federal tax credits expire at the end of the month, raising financial pressure on Tesla and other automakers. Reuters reports.


🍏 Apple iPhone event may lack sparkle, but rumored iPhone Air likely to spur upgrades

When Apple debuts new iPhones on Tuesday, analysts say its biggest challenge will be to ride out another ho-hum launch as rivals have skated past it in embedding artificial intelligence into their products and services.

The biggest draw this year could be a rumored "iPhone Air", a phone slimmer than what Apple has sold before and taking its name from the company's slender laptop MacBook Air.

Apple would need to iron out how to pack batteries and cameras into a thinner device, analysts said, and seek to price it between the base iPhone 17 models and more expensive Pro models to attract a large number of customers.

Dipanjan Chatterjee, vice president and principal analyst at Forrester, said a slimmer iPhone could spur upgrades. "

It’s been a while since we have seen any meaningful update to the form factor of the device beyond tepid incremental changes, and the novelty of the Air will likely induce many 14, 15 and even 16 iPhone users to migrate up," Chatterjee said. Yahoo Finance reports.


🎟️ Ticketing platform StubHub eyes up to $9 billion valuation in US IPO:

Madron Partners-backed StubHub is targeting a valuation of up to $9.2 billion in its U.S. initial public offering, the ticket reseller said on Monday, becoming the latest company to resume listing plans delayed in April due to tariff uncertainty.

The firm is looking to sell about 34 million shares, priced between $22 and $25 each, to raise up to $851 million.

Buoyant equity markets and robust tech earnings have sparked a long-awaited recovery in the IPO market this fall, after uncertainty from U.S. trade policy forced a slew of companies including StubHub to delay listing plans earlier in the year.

Swedish fintech Klarna and Winklevoss twins-backed crypto exchange Gemini are among the companies gearing up to go public in New York later this week. Yahoo Finance reports.


📊 Lululemon shares plunge 20% as it slashes earnings outlook, projects $240 million tariff hit:

Lululemon shares plunged 20% in extended trading after the company gave a much worse than expected full-year outlook, as tariffs take a bite from its profits.

The company topped second-quarter earnings estimates but slightly missed revenue expectations.

It said it expected President Donald Trump’s tariffs to hit its full-year profits by $240 million.

Lululemon said it expects full fiscal-year earnings of $12.77 to $12.97 per share, well below Wall Street estimates of $14.45 per share.

It also anticipates full-year revenue of $10.85 billion to $11 billion, compared with Wall Street expectations of $11.18 billion. “We are facing yet another shift today within the industry related to tariffs and the cost of doing business,” CEO Calvin McDonald said on a call with analysts.

“The increased rates and removal of the de minimis provisions have played a large part in our guidance reduction for the year.”

CNBC reports.


🏦 Goldman’s Kostin says US stock rally set to expand to small caps:

The record-breaking rally in US stocks is set to extend as laggards including small caps play catch-up amid a resilient economic outlook, according to Goldman Sachs Group Inc. strategists.

The team led by David Kostin said a limited group of stocks had driven gains so far, with the median constituent in the S&P 500 Index remaining 11% below its 52-week high.

Expected Federal Reserve interest-rate cuts and a pickup in corporate earnings increase the chances of the rally broadening to areas such as small caps, they said.

“Narrow market breadth indicates there is still room for ‘catch up’ trades to continue in pockets of the market that have lagged,” Kostin wrote in a note. Yahoo Finance reports.


👩‍⚕️ Kenvue stock drops 10% on report RFK Jr. will link autism to Tylenol use during pregnancy:

Shares of Kenvue fell more than 10% on Friday after a report that Health and Human Services Secretary Robert F. Kennedy Jr. will likely link autism to the use of the company’s pain medication Tylenol in pregnant women.

HHS will release the report that could draw that link this month, the Wall Street Journal reported on Friday.

That report will also suggest a medicine derived from folate - a water-soluble vitamin - can be used to treat symptoms of the developmental disorder in some people, according to the Journal.
In a statement, an HHS spokesperson said “We are using gold-standard science to get to the bottom of America’s unprecedented rise in autism rates.”

“Until we release the final report, any claims about its contents are nothing more than speculation,” they added. CNBC reports.

*Estimate and Actual numbers represent Earnings Per Share in US Dollars



CASY: Casey's General Stores
1Q 2026
After Market Close
Estimate: 5.040
Actual: N/A


PL: Planet Labs
2Q 2025
Before Market Open
Estimate: -0.060
Actual: N/A



AVO: Mission Produce
3Q 2025
After Market Close
Estimate: 0.130
Actual: N/A

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