A surprisingly weak August jobs report has locked in expectations for a Federal Reserve rate cut next week, shifting all market focus to this Thursday’s key inflation (CPI) reportConsumer behavior is again in focus this week, with Kraft-Heinz announcing a major spinoff due to shifting preferencesKey earnings from Kroger and Restoration Hardware set to reveal the strength of spending on both essentials and larger ticket itemsLabor Market Falters, Pushing Fed Rate Cut Probability to 100%Last week’s employme ...

Key Takeaways NU stock jumped 30% in a month, outpacing an industry stuck in consolidation.NU added 4.1M new customers in Q2 2025, reaching 122.7M, with revenues up 40% at FXN.NU trades at 21.34x forward earnings, nearly double peers, raising valuation concerns.Nu Holdings Ltd. (NU) has experienced a notable 30% surge in its stock price over the past month, significantly outperforming the broader industry, which has remained in a consolidation phase. This analysis delves into the company's recent performanc ...

Key Takeaways Robinhood unveiled Robinhood Social, a copy trading feature, at its annual summit.The platform lets users manually replicate trades of investors and Members of Congress.An initial 10,000 users will test the service before a wider rollout in early 2026.Robinhood Markets, Inc. (HOOD) introduced a new feature, “Robinhood Social,” during its annual summit to build a community for traders.The new feature enables users to follow and replicate the trades executed by prominent investors, known as “cop ...

Key Takeaways Adobe expects fiscal Q3 revenues of $5.87B to $5.92B and EPS of $5.15 to $5.20.Growth in Acrobat and Express drove over 700M monthly active users by Q2 end.Shares are down 20.4% YTD, trailing the sector's 15.9% gain and industry's 15.2%.Adobe (ADBE) is set to report its third-quarter fiscal 2025 results on Sept. 11.For third-quarter fiscal 2025, Adobe projects total revenues between $5.87 billion and $5.92 billion. The company expects non-GAAP earnings between $5.15 and $5.20 per share.The Zac ...

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Core Viewpoint - The AI sector is experiencing growth due to increasing demand for cloud computing, but companies need to develop unique product offerings to maintain success [1] Group 1 - The AI industry is benefiting from a surge in cloud-computing demand [1] - Analysts emphasize the necessity for companies to create differentiated products to ensure ongoing success [1]

PresentationThank you so much for being here, David. I'll kick it off over to you for some introductory remarks.Great. Thank you, everybody. Welcome to the Warner Bros. Discovery fireside chat at the Goldman Sachs Communacopia and Technology Conference. I have the privilege of introducing and hosting David Zaslav, who is the President and CEO at Warner Bros. Discovery. My name is Mike Ng, and I cover media here at Goldman Sachs. We have about 35 minutes for today's presentation.David ZaslavPresident, CEO & ...

Core Viewpoint - State Street Investment Management has launched the State Street Short Duration IG Public & Private Credit ETF (PRSD), aiming to provide a blend of risk-adjusted returns and current income through short-term investment-grade debt [1]. Group 1: Fund Overview - PRSD is an actively managed ETF with a net expense ratio of 59 basis points [1]. - The fund primarily invests in short-term investment-grade debt, including both public and private credit instruments [1]. - The average duration targeted by PRSD is one to three years, focusing on a short-duration bond strategy [2]. Group 2: Private Credit Allocation - Approximately 10%-35% of PRSD's portfolio will consist of private credit instruments, sourced by Apollo Global Securities [3]. - The inclusion of private credit is intended to diversify the portfolio, offer new returns, and provide access to a less accessible market [3]. Group 3: Market Context and Demand - The launch of PRSD follows the earlier introduction of PRIV, the SPDR SSGA IG Public & Private Credit ETF, indicating a growing demand for such investment vehicles [4]. - State Street currently manages over 170 funds in the U.S., with significant assets under management in its largest ETF, the Technology Select Sector SPDR Fund (XLK), which has over $84 billion [4].

Core Insights - Warner Bros. Discovery is in a strong position after 3.5 years of strategic repositioning and investment in creative talent [2][3] - The company focuses on storytelling and aims to enhance its production capabilities, particularly in TV content and film [3] Company Strategy - The primary focus has been on launching HBO globally, which was previously losing $2.5 billion [4] - The company is working to build up its studio capabilities and rebuild the Motion Picture studio [3]

A U.S. judge on Wednesday dismissed a lawsuit accusing Coupang , an e-commerce company sometimes referred to as the Amazon of South Korea, of defrauding shareholders during and after its 2021 initial ... ...