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Markets, decoded

AI-generated coverage of the most relevant US equity stories, refreshed every two days.

Sep 11, 2026

Oracle’s Cloud Surge Stands Out as Oil and Rate Fears Hit U.S. Stocks

Oracle’s latest quarter has put its cloud business in the spotlight, with reported infrastructure revenue jumping 121% and standing out in a tech sector otherwise pressured by rising rates and surging oil prices. The move comes as broader U.S. equity indexes have fallen on renewed inflation worries, making Oracle’s growth trajectory a key focus for investors tracking large-cap tech and AI-related demand.

US Equities

Sep 9, 2026

GameStop Earnings Put Meme Stock Back in Focus as Revenue Drops

GameStop’s latest quarterly results have put the original meme stock back in the spotlight, with profit matching expectations but revenue falling sharply. The in-line earnings and double-digit sales decline land amid renewed pressure on U.S. equities from rising oil prices and rate-hike fears.

US Equities

Sep 7, 2026

Lululemon’s Post-Earnings Slump Highlights Consumer Strain as Fed Jitters Hit U.S. Stocks

Lululemon Athletica shares tumbled more than 17% after the company’s latest quarterly update highlighted a sharp decline in comparable sales driven primarily by weaker store traffic. The move made Lululemon one of the most notable individual stock stories in U.S. equities over the past few days, against a backdrop of broader market weakness and renewed Federal Reserve rate‑hike concerns.

US Equities

Sep 5, 2026

Snowflake Surges on Earnings Beat as U.S. Stocks Recover

Snowflake emerged as the latest high-profile earnings winner in U.S. equities after reporting better-than-expected second-quarter results and issuing strong guidance. The stock jumped sharply, while the broader market also recovered from a three-session skid as investors focused on earnings rather than macro pressure.

US Equities

Sep 3, 2026

Dell’s Post‑Earnings Surge Leads Tech Rally as Wall Street Snaps Losing Streak

Dell Technologies’ latest quarterly report has triggered one of the most notable moves in U.S. equities this week, with the stock surging to the top of S&P 500 gainers in post‑earnings trading. The move came as Wall Street snapped a three‑session skid, underscoring how earnings surprises are driving outsized dispersion in technology shares even as the broader indices rebound modestly.

US Equities

Sep 1, 2026

Salesforce Earnings Spark Standout Rally in Megacap Software

Salesforce has become one of the standout stories in U.S. equities over the past few days, leading a sharp rally in large-cap software stocks after its latest earnings release. Weekly market data show Salesforce posting a gain of more than 22%, the strongest move among S&P 500 constituents, and helping to pull peers such as Veeva Systems, Synopsys, ServiceNow and CrowdStrike higher.