Market News for September 1, 2026
Every story Market Flux published on September 1, 2026.
- Top Story
WTI Crude Settles at $90.22 as U.S. Strikes Iran Over Hormuz Mining and Tanker Attacks
Oil prices surged sharply on Tuesday after U.S. forces launched a series of strikes on Iranian military targets in and around the Strait of Hormuz, with President Trump saying the attacks…
- Market Flux Event
WTI Crude Hits $90 and European Gas Surges to Three-Year High as US-Iran Conflict Escalates
WTI crude oil crossed $90 per barrel for the first time since June, rising roughly 4.5%, while Brent climbed more than 4% to above $94 per barrel, after the United States and Iran exchanged…
- Market Flux Event
Putin Says Russia Open to Talks on Ukraine but Won't Negotiate With Terrorists, Threatens Retaliation
Russian President Vladimir Putin said on September 1 that Russia is open to concrete negotiations to end the war in Ukraine, but drew a sharp distinction by refusing to engage with…
- Market Flux Event
US Completes New Wave of Strikes on Iranian Targets Near Strait of Hormuz as Iran Hits US Base in Jordan
US Central Command announced it had completed a new wave of strikes on Iranian military targets near the Strait of Hormuz on September 1, including sites linked to the Islamic Revolutionary…
- Most Active
GoPro Surges 78% as Markiplier Stake and $285M Starman Optical Merger Drive Two-Day Rally
GoPro shares surged as much as 78% over two trading sessions, driven first by the disclosure that YouTube megastar Markiplier had acquired an 8.5% stake in the struggling action-camera…
- Most Active
Fervo Energy Shares Surge Up to 24% After Signing 396 MW Geothermal Power Deal With Google
Fervo Energy, the Bill Gates-backed geothermal developer, signed a 396-megawatt power purchase agreement with Alphabet's Google on Tuesday, its largest such deal to date, sending shares up…
- Unusual Volume
Dell Raises Full-Year Revenue Outlook by $25 Billion to $192 Billion as AI Server Demand Shatters Records
Dell Technologies posted fiscal second-quarter results that far exceeded Wall Street expectations and then raised its full-year revenue forecast by $25 billion, sending shares surging…
- Top Mover
Interactive Brokers Stock Tumbles After UBS Neutral Rating and Goldman Sachs Removes It From Top Picks List
Shares of Interactive Brokers Group fell sharply on September 1, 2026, hit by a pair of analyst actions and a negative read on the company's August operating metrics. UBS initiated coverage…
- Top Mover
Oracle Stock Falls 5% as Layoffs, Debt Fears and EU Antitrust Scrutiny Converge
Oracle shares dropped as much as 5.4% on September 1, 2026, as a global bond selloff pushed long-term government borrowing costs to multi-decade highs, amplifying investor concern over the…
- Top Mover
Dell Smashes Q2 Estimates and Raises Full-Year Revenue Outlook by $25 Billion on AI Server Surge
Dell Technologies posted fiscal second-quarter revenue of $46.97 billion on Tuesday, beating the analyst consensus of $44.92 billion by roughly $2 billion and surging 58% from a year…
- Top Mover
Edison International Swings 23% as California Wildfire Liability Bill First Passes Then Dies in One Session Day
Edison International shares plunged as much as 23% on September 1, falling to roughly $54.22 intraday, after California lawmakers advanced Senate Bill 492, a wildfire reform measure that…
- Top Mover
Jefferies Upgrades Sempra to Buy Citing Valuation and Regulatory Inflection in Texas and California
Jefferies upgraded Sempra Energy from Hold to Buy on September 1, 2026, calling conditions the "darkest before dawn in Texas and California" and setting a price target of $97, down from a…
- Top Mover
Howmet Aerospace Rebounds After SpaceX Turbine Plan Triggers Near-20% Slide From Highs
Howmet Aerospace shares fell as much as 9% on Monday after SpaceX disclosed plans to cast turbine blades and vanes in-house for a 20-gigawatt gas-turbine power project in Bastrop, Texas…
- Market Flux Event
House Passes Stopgap Spending Bill Through Dec. 11 as US Launches Fresh Strikes on Iran
The U.S. House passed a short-term government funding measure on Tuesday, extending federal spending through December 11 and averting a shutdown that had been set to take effect October 1…
- Market Flux Event
US Completes New Wave of Strikes on Iran Near Strait of Hormuz as IRGC Retaliates Against Jordan Base
The United States launched a fresh barrage of strikes against Iranian military targets concentrated around the Strait of Hormuz on September 1, with US Central Command confirming the wave…
- Top Story
Anthropic Launches Claude Fable 5.1 With Major Cost Cuts as OpenAI Readies Powerful Astra Model With Critical Cyber Rating
Anthropic released Claude Fable 5.1 and Claude Mythos 5.1 on September 1, calling them the world's most advanced models for coding and knowledge work. Fable 5.1 is built for complex…
- Market Flux Event
Dell Raises Full-Year Revenue Outlook to $192 Billion as AI Server Demand Accelerates
Dell Technologies dramatically lifted its fiscal 2027 guidance after posting record quarterly results, now forecasting annual revenue of approximately $192 billion, up from its May outlook…
- Market Flux Event
Goldman Sachs, BofA and 19 Other Financial Giants Form Consortium to Launch Dollar Stablecoin in First Half of 2027
A consortium of 21 major financial institutions, including Goldman Sachs, Bank of America, Citigroup, Deutsche Bank, UBS, Santander, MUFG and Fidelity Investments, announced Tuesday plans…
- Unusual Volume
Novartis Jumps 6% After MS Pill Remibrutinib Succeeds in Two Phase 3 Trials, Even as CAR-T Deaths Trigger Pause
Novartis shares surged roughly 6% to approximately $161.10 on Tuesday, on track for their best single-day gain since 2023, after the company reported that remibrutinib, an oral BTK…
- Market Flux Event
Chevron Finalizes Deal to Add Two Orinoco Belt Oil Fields in Venezuela as National Assembly Backs Agreement
Chevron is finalizing a deal to significantly expand its operations in Venezuela by adding two giant oil fields in the Orinoco Belt, according to a U.S. official and Bloomberg reporting on…
- Market Flux Event
John Ternus Takes Over as Apple CEO as AI Strategy Becomes Defining Challenge
John Ternus formally became Apple's chief executive on September 1, succeeding Tim Cook in the company's first leadership transition since 2011. Apple shares rose roughly 3% on the day of…
- Market Flux Event
Anthropic Launches Claude Fable 5.1 With Major Cost Cuts as OpenAI Readies Powerful Astra Model With Critical Cyber Rating
Anthropic released Claude Fable 5.1 and Claude Mythos 5.1 on September 1, calling them the world's most advanced models for coding and knowledge work. Fable 5.1 is built for complex…
- Market Flux Event
Putin and Xi Discussed Possible Three-Way APEC Meeting With Trump, Kremlin Confirms
Russian President Vladimir Putin and Chinese President Xi Jinping discussed the possibility of a trilateral meeting with U.S. President Donald Trump on the sidelines of the APEC summit, the…
- Top Story
Global Bond Rout and Escalating U.S.-Iran Conflict Drag Stocks Lower on First Day of September
U.S. equities slid Tuesday as a global bond selloff and renewed military escalation between the United States and Iran hammered investor sentiment on the first trading day of September. The…
- Market Flux Event
Treasury Yields Hit 19-Month High as Oil Surge and Iran Strikes Trigger Global Bond Rout and Stock Selloff
A global bond selloff intensified on September 1, pushing U.S. Treasury yields to a 19-month high as fresh military strikes involving Iran sent crude oil prices surging to $92 a barrel…
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- Market Flux Event
CrowdStrike Launches AI Security Models and Google Cloud Integration at Fal.Con 2026, Stock Jumps 4%
CrowdStrike used its annual Fal.Con 2026 conference in Las Vegas to unveil a sweeping set of AI-focused security announcements, headlined by a deep expansion of its Falcon platform across…
- Market Flux Event
WTI Crude Settles at $90.22 as U.S. Strikes Iran Over Hormuz Mining and Tanker Attacks
Oil prices surged sharply on Tuesday after U.S. forces launched a series of strikes on Iranian military targets in and around the Strait of Hormuz, with President Trump saying the attacks…
- Market Flux Event
Bitcoin Stalls Near $78K as Whale Rotation Into XRP and Solana Accelerates and Gold Correlation Hits Record High
Bitcoin is holding around $78,000 but struggling to push past key resistance near $83,000 as the broader crypto market shows resilience in the face of a hawkish Federal Reserve and weakness…
- Market Flux Event
30-Year Treasury Yield Nears 5.29% as Manufacturing Data and Labor Figures Point to Mixed Economy
The 30-year Treasury yield surged as high as 5.286% on September 1, its strongest level since August 18, nearly erasing the decline that followed Treasury Secretary Scott Bessent's…
- Market Flux Event
Bessent Warns BOJ on Yen Volatility as G20 Surfaces Euro Controversy Over Joint FX Intervention
US Treasury Secretary Scott Bessent used meetings on the sidelines of a G20 gathering in Asheville, North Carolina, to deliver pointed messages to Bank of Japan Governor about the yen…
- Market Flux Event
21 Major Banks Including Goldman Sachs, BofA and Citi Form Consortium to Launch Joint Dollar Stablecoin in 2027
A consortium of 21 global financial institutions, including Bank of America, Citigroup, Goldman Sachs, Deutsche Bank and UBS, has announced plans to launch a joint dollar-denominated…
- Market Flux Event
Global Bond Rout and Iran Strikes Send Stocks and Tech Shares Lower on September 1
U.S. equity markets opened September under broad pressure as a global bond selloff, fresh military strikes on Iran, and surging oil prices combined to revive inflation and…
- Top Story
Iran and US Trade Threats Over Hormuz as Diplomacy Stalls at SCO Summit
The US-Iran confrontation deepened on September 1 as both sides escalated rhetoric and traded accusations of violating the Islamabad memorandum of understanding that had briefly halted…
- Market Flux Event
US Job Openings Edge Up to 7.27 Million in July, Missing Estimates as Hiring Slips
The US Bureau of Labor Statistics reported 7.271 million job openings in July, a slight miss against the consensus estimate of 7.300 million to 7.313 million but an improvement from a…
- Market Flux Event
Iran and US Trade Threats Over Hormuz as Diplomacy Stalls at SCO Summit
The US-Iran confrontation deepened on September 1 as both sides escalated rhetoric and traded accusations of violating the Islamabad memorandum of understanding that had briefly halted…
- Unusual Volume
Medtronic Beats Q1 Estimates, Raises Full-Year Guidance and Commits $700M to Cornerstone Robotics
Medtronic posted fiscal first-quarter 2027 revenue of $9.76 billion, up 13.7% year over year and well ahead of the $9.54 billion consensus estimate, while adjusted earnings per share of…
- Unusual Volume
NIO Posts Surprise Adjusted Profit in Q2 but Stock Slides 4.4% on Revenue Miss and Weak Q3 Outlook
NIO reported second-quarter 2026 results that beat on the bottom line but fell short on revenue, sending its shares down roughly 4.4%. Revenue rose 69.1% year-over-year to RMB 32.14 billion…
- Market Flux Event
Global Bond Rout and Escalating U.S.-Iran Conflict Drag Stocks Lower on First Day of September
U.S. equities slid Tuesday as a global bond selloff and renewed military escalation between the United States and Iran hammered investor sentiment on the first trading day of September. The…
- Market Flux Event
Fed Governor Barr Warns Rate Hike Coming If Inflation Does Not Cool Soon
Federal Reserve Governor Michael Barr said on September 1 that inflation remains too high and that the Fed will need to raise interest rates if price pressures do not moderate in the near…
- Market Flux Event
US Dollar Firms on Rate Hike Expectations as Fed Chair Warsh Speech Draws Muted FX Reaction
The US dollar gained ground on Tuesday, September 1, driven by rising rate hike expectations, though the currency's advance remained relatively contained following Federal Reserve Chairman…
- Top Story
Japan 10-Year Bond Yield Tops 3% for First Time Since 1996 as Global Bond Selloff Deepens
Japan's 10-year government bond yield crossed 3% on Tuesday for the first time since 1996, a landmark moment for a debt market that spent years pinned near zero. The move was driven by a…
- Market Flux Event
Medtronic Beats Q1 Estimates, Raises Fiscal 2027 Outlook and Commits $700M to Cornerstone Robotics
Medtronic reported fiscal first-quarter 2027 results that topped Wall Street expectations on both revenue and earnings, and simultaneously announced a $700 million strategic investment in…
- Unusual Volume
Swiss Parliamentary Panel Hands UBS Interim Win on Foreign Unit Capital Rules, Finance Minister Pushes Back
A Swiss parliamentary committee backed a compromise proposal that would soften the capital requirements UBS faces for its foreign subsidiaries, handing the bank an interim victory in its…
- Market Flux Event
Eurozone Manufacturing Hits 51-Month High in August as German Orders Surge
Eurozone factory activity expanded at its fastest pace in more than four years in August, with the final manufacturing PMI coming in at 52.7, just below the 52.8 estimate but well into…
- Market Flux Event
Japan 10-Year Bond Yield Hits 3% for First Time Since 1996 as Global Bond Rout Deepens
Japan's 10-year government bond yield reached 3% on September 1 for the first time in roughly three decades, a milestone that anchored a broad global bond selloff as multiple pressures…
- Market Flux Event
Bessent Pressure and 30-Year Bond Yield High Lock BOJ Into September Rate Hike
US Treasury Secretary Scott Bessent has effectively removed any remaining ambiguity around a Bank of Japan rate increase in September, telling BOJ Governor Kazuo Ueda directly that the…
- Market Flux Event
Japan 10-Year Bond Yield Tops 3% for First Time Since 1996 as Global Bond Selloff Deepens
Japan's 10-year government bond yield crossed 3% on Tuesday for the first time since 1996, a landmark moment for a debt market that spent years pinned near zero. The move was driven by a…
- Market Flux Event
Oil Tops $91 as Fresh U.S.-Iran Fighting Revives Hormuz Supply Fears
Oil prices climbed sharply on Tuesday as renewed U.S.-Iran exchanges of fire reignited fears of supply disruptions from the Persian Gulf, with Brent crude rising to $91.48 per barrel and…
- Market Flux Event
Global Manufacturing PMI Data Shows Broad Expansion With Cooling Momentum in August 2026
Manufacturing activity expanded across major economies in August 2026, but momentum faded in nearly every market compared with July. The U.S. ISM Manufacturing PMI came in at 54.6, missing…
- Market Flux Event
Bessent Presses Japan to Raise Rates and Restore Fiscal Sustainability at G20 Talks in Asheville
U.S. Treasury Secretary Scott Bessent met Japanese Finance Minister Satsuki Katayama and Bank of Japan Governor Kazuo Ueda on the sidelines of the G20 in Asheville, where he urged Japan to…
- Market Flux Event
Shein Shares Fall Up to 10% on First Day of Trading in Hong Kong After Failed US and London Listings
Shein made its long-awaited stock market debut in Hong Kong on Tuesday, with shares sliding between 7% and 10% on the first day of trading, according to various reports. The decline came…
- Market Flux Event
China's RatingDog Manufacturing PMI Rises to 51.5 in August, Beating Forecasts
China's private manufacturing sector expanded at a faster pace in August, with the RatingDog China General Manufacturing PMI, compiled by S&P Global, climbing to 51.5 from 50.9 in July. The…
- Market Flux Event
Shein Shares Plunge Up to 10% in Hong Kong Debut After Years of Failed Listings Elsewhere
Shein made its long-awaited stock market debut in Hong Kong on September 1, with shares falling as much as 10% in early trading, according to multiple reports, with CNBC citing a 7% drop at…
- Market Flux Event
Anthropic Signs $35 Billion Cloud Deal With Nvidia-Backed Lambda for 700MW Texas Data Center
Anthropic has signed a $35 billion cloud computing agreement with Lambda, an AI infrastructure company backed by Nvidia, according to the Wall Street Journal. Under the deal, Nvidia will…