Headlines

Empire State’s 13-point drop, softer shipments, and hotter prices hit before the Fed decision. Japan’s July machinery-order slide adds pressure.

The SB Energy listing could unlock value, but the holdco discount is tough.

The real winners may be the turbine and transformer sellers.

Seven-year frameworks signed Aug. 31 set minimum floors for THAAD and PAC-3 MSE production, and the compounding starts now.

China’s lone dissent at the G20 sets up a coordinated push that could hit steel, autos, and emerging-market funds.

With hike odds near 60% and the 10-year around 4.75%, JPMorgan went cautious Monday. Goldman says that caution is misplaced.

ANET just delivered its first $3 billion quarter. AVGO is guiding to $16 billion in AI chips for Q3. September 2 decides whether the gap closes.

Three days, $880 billion in bilateral trade, and a 96-year-old legal weapon nobody has ever fired. Here is what the Canada tariff pause actually means.

Skyrizi and Rinvoq have already replaced Humira. The $10.9B Apogee deal adds the next chapter.

Iran just shattered the ceasefire lull. Here is which sectors win, which bleed, and what traders need to watch over the next five sessions.