The Business Show

Markets are edging higher as investors brace for today’s critical jobs report, with economists expecting only modest gains in hiring and a potential uptick in unemployment, fueling speculation of September Fed rate cuts. Tesla has asked shareholders to approve a new pay package for Elon Musk that could grant him up to 12% of the company, even as competition in EVs intensifies. Broadcom shares surged on strong AI chip demand and a rumored OpenAI deal, while Lululemon stock plunged 19% after cutting guidance and citing tariffs as a headwind. Gap rallied 5% after announcing a push into the beauty market, Spirit Airlines is cutting service to a dozen cities as rivals swoop in, and bankrupt home decor chain At Home will shutter more than two dozen stores.

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 Stocks are edging higher as Wall Street braces for tomorrow’s jobs report, with recent labor data adding weight to the case for Fed rate cuts. Broadcom reports earnings today under the shadow of China tensions, while Ford notched its sixth straight month of sales growth, fueled by EV and hybrid demand ahead of expiring tax credits. Google scored an antitrust victory that protects its $20 billion deal with Apple, and ConocoPhillips announced plans to cut up to 25% of its workforce in a sweeping efficiency drive. Elsewhere, Disney agreed to pay $10 million to settle charges of children’s data collection violations on YouTube, and Macy’s delivered its best in-store sales growth in three years, crediting remodels and Bloomingdale’s strength for the turnaround.

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 In today’s episode, Google scored a major legal win as a federal judge allowed it to keep Chrome while restricting exclusive search contracts, sending Alphabet shares up more than 5%. Markets slid after a federal appeals court struck down most Trump tariffs, with investors bracing for policy uncertainty and fiscal fallout. McDonald’s is reviving its Extra Value Meals to restore affordability while Starbucks rolls out protein-packed drinks, reflecting divergent strategies in food service. Macy’s jumped 12% after crushing earnings and raising its outlook, while Meta continued its AI talent raid by poaching Apple’s robotics lead. Kraft Heinz said it will split into two companies by 2026, admitting its 2015 mega-merger failed, and Nestlé fired CEO Laurent Freixe over an undisclosed relationship with a subordinate. Finally, biotech firm Cytokinetics surged 40% on positive heart drug results, underscoring the volatility and potential of breakthrough medical research.

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 In today’s episode, a federal appeals court struck down most of President Trump’s tariffs as illegal, throwing his signature trade policy into uncertainty ahead of an October Supreme Court appeal. Kraft Heinz announced it will split into two companies by 2026, reversing its troubled 2015 mega-merger. Spirit Airlines filed for bankruptcy for the second time in under a year, slashing its fleet and operations after a failed turnaround. The AI rally expanded beyond Nvidia as companies like MongoDB, Pure Storage, and Snowflake saw big stock gains tied to AI adoption. Nestlé fired its CEO after an internal investigation into a relationship with a subordinate, marking another corporate governance shakeup. The Atlanta Journal-Constitution will end its print edition after 157 years as it cuts jobs and shifts fully digital. Activist investor Elliott disclosed a $4 billion stake in PepsiCo, signaling pressure for major changes at the struggling food and beverage giant. And Cadillac’s EV strategy is paying off with market share gains, but looming tariffs and the loss of EV tax credits may test its ability to sustain momentum.

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 In today’s episode, July inflation data takes center stage with economists expecting overall prices to hold at 2.6% but core inflation to tick up to 2.9%, the Fed’s last major data point before September’s policy meeting. Tech stocks took a hit as Dell and Marvell both fell on weaker guidance, underscoring margin and demand pressures. YouTube TV and Fox reached a carriage deal just in time for college football’s biggest weekend, avoiding a blackout for millions of viewers. Pure Storage rocketed 32% after landing a massive deal with Meta, while Tesla’s European sales fell 40% for a seventh straight month as BYD’s registrations soared. Nvidia revealed that just two customers now account for 39% of its revenue, raising concentration risks, and Microsoft is testing its own AI model to lessen dependence on OpenAI as their uneasy partnership evolves.

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In today’s episode, Nvidia shares slipped nearly 2% despite posting record $46.7B revenue as investors zeroed in on a slight data-center sales miss, underscoring the pressure on its core AI business. Tesla’s European registrations fell 40% in July, marking seven straight months of declines while rival BYD’s sales surged 225%, showing Tesla losing ground in a growing EV market. Retail earnings season closed with Dollar General, Best Buy, and Dick’s topping forecasts, though Bath & Body Works missed, highlighting uneven consumer spending. Google avoided a YouTube TV blackout with a temporary Fox deal while cutting 35% of small-team managers in a cost-saving shake-up. Dollar General stock surged after beating earnings and lifting full-year guidance, while MongoDB soared 38% on strong results and an optimistic forecast. Canada Goose shares jumped on reports of $1.4B take-private bids as Bain Capital looks to exit, and Amtrak launched 160 mph service between Washington, New York, and Boston to better compete with air travel.

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 In today’s episode, Nvidia’s Q2 earnings after the bell could shake the entire AI sector, with analysts expecting $46B in revenue and options pricing signaling the biggest stock move in a year. The U.S. doubled tariffs on India to 50% over its Russian oil purchases, testing Washington’s Indo-Pacific alliance strategy. Cracker Barrel reversed course and restored its classic logo after customer backlash and Trump’s pressure, sending shares up 6%. Kohl’s stock jumped 20% as profits topped expectations despite a leadership scandal and falling sales. Canada Goose rose 14% on reports Bain Capital may take the luxury brand private at a $1.35B valuation. Apple set Sept. 9 for its iPhone 17 launch event with analysts eyeing new models ahead of holiday season demand. Starbucks relaunched its iconic Pumpkin Spice Latte earlier than ever as rivals fight for seasonal dominance. And finally, a Stanford study found entry-level jobs in AI-susceptible fields like software development and customer support have fallen 16% since 2022, suggesting AI disruption may be hitting young workers first.

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 In today’s episode, markets softened as President Trump threatened to fire a Federal Reserve official and raised new tariff warnings, raising concerns about central bank independence and policy uncertainty. Walmart reinforced its retail dominance with nearly 5% U.S. sales growth, while Target logged its 11th straight quarter of sales declines and a looming CEO transition. Trump escalated trade tensions again by threatening a 200% tariff on rare-earth magnets if China curbs exports, highlighting their importance for U.S. tech and defense. EchoStar stock surged 60% on a $23 billion spectrum sale to AT&T, while Keurig Dr Pepper announced an $18 billion acquisition of JDE Peet’s and a plan to split into two standalone companies. Waymo secured the first permit to test autonomous cars in New York City, Nvidia rolled out a $3,499 “robot brain” developer kit for robotics, and Freshpet tumbled 10% after General Mills unveiled plans to launch a competing fresh dog food line.

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 In today’s episode, the U.S. government stunned markets by acquiring a 10% stake in Intel for $8.9 billion, citing national security and domestic chipmaking independence. Keurig Dr Pepper announced an $18 billion takeover of JDE Peet’s and plans to split into two companies, while Trump’s tariff probe into imported furniture sent domestic manufacturers higher and import-heavy retailers lower. Elon Musk’s AI startup xAI released Grok 2.5 as open source and revealed plans to simulate enterprise software firms, signaling a new competitive push. Ether fell 4.5% from record highs, with Bitcoin and crypto-related stocks also sliding. Rural mortgage applications jumped 80% as off-grid living gained mainstream traction, while Apple TV+ raised its monthly price to $12.99 amid intensifying streaming competition. Finally, seven-year auto loans have become the new normal, now making up over 21% of new purchases as car prices approach $50,000—though experts warn the extended terms could trap buyers in debt.

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 Markets fell for a fifth straight day, with the S&P 500 retreating after its summer highs and the Nasdaq tracking its worst week since May. Nvidia is in talks with Washington about selling advanced chips to China while halting its H20 production. John Deere faces $600 million in tariff costs and weaker demand but continues to outperform the market. Court filings revealed Elon Musk sought Mark Zuckerberg’s help in a failed bid to buy OpenAI, intensifying their rivalry. Cracker Barrel shares dropped 7% after a logo redesign triggered conservative backlash. Xpeng surged 12% as its CEO bought 3 million shares, signaling confidence. CVS Caremark agreed to pay $290 million to settle Medicare fraud allegations. And Meta inked a $10 billion, six-year deal with Google Cloud to support its AI infrastructure, giving Google a big win against Microsoft and Amazon.

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