September 26, 2026

USA

Copper Hits Record High Above $14,500: AI Data Centers, Tariffs and the Supply Squeeze Behind the Rally

Copper has surged above $14,500 per metric ton even as some forecasts still show a refined-market surplus. The paradox makes sense once you separate mine supply, regional inventories, U.S. tariff.

Mehr lesen

Oil Price Near $100: Saudi Attacks, Hormuz Risk and the Inflation Shock Markets Can’t Ignore

Brent crude is back near $100 after attacks on Saudi energy infrastructure and renewed supply fears around Hormuz. The real market risk is not just higher oil — it is.

Mehr lesen

Tesla Stock After the Cybercab Launch: Robotaxi Is Finally Real — Now the Economics Have to Work

Tesla has commercially deployed Cybercab in Austin and NHTSA has already opened a compliance audit. Q2 revenue jumped 26%, but R&D and capex are surging. The next Tesla debate is.

Mehr lesen

US PPI August 2026: Actual 0.4%, 5.4% YoY — What It Means for the Fed

US PPI for August 2026 rose 0.4% month over month and 5.4% year over year. Here is the actual-versus-forecast breakdown and the market impact.

Mehr lesen

Fed September 2026: Rate Hike Odds Near 90% After CPI — What to Expect on September 16

Markets now price roughly a 90% chance of a 25-bp Fed hike on September 16 after August CPI. Here is what matters for stocks, bonds, the dollar and the dot.

Mehr lesen

US CPI August 2026: 0.4% MoM, 3.4% YoY — Core Inflation Beats Forecast

US CPI rose 0.4% in August and 3.4% year over year. Core CPI rose 0.3%, above the 0.2% forecast, pushing September Fed hike odds higher.

Mehr lesen

Kroger Stock Before Q2 2026 Earnings: Grocery Growth Is Slow — But eCommerce and Retail Media Are Not

Kroger reports Q2 2026 on September 11. Q1 identical sales rose only 1%, but adjusted eCommerce grew 19% and Kroger Precision Marketing profit rose more than 20%. The key question.

Mehr lesen

RH Stock Before Q2 2026 Earnings: Revenue Is Flat, Backorders Are High — Can the Second-Half Reacceleration Still Happen?

RH reports Q2 2026 on September 10 after a weak first half shaped by tariffs, backorders and international expansion costs. Management still expects a sharp second-half acceleration. Q2 will test.

Mehr lesen

Macy’s Stock Before Q2 2026 Earnings: Bloomingdale’s Is Booming — Can the Core Brand Finally Follow?

Macy’s reports Q2 2026 on September 10 after its strongest first-quarter comparable sales growth in four years. Bloomingdale’s grew 10.2%, Bluemercury 6.4%, and full-year guidance was raised. The core Macy’s.

Mehr lesen

AeroVironment Stock Before Q1 2027 Earnings: BlueHalo Changed the Company — Now the Backlog Has to Convert

AeroVironment reports fiscal Q1 2027 on September 9 after a transformational year. Revenue nearly doubled, funded backlog reached $1.2B and BlueHalo expanded the portfolio. The key question is whether growth.

Mehr lesen