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Michael Reinking, Senior Market Strategist at the NYSE, reviews a dynamic week in which the S&P 500 held modest gains despite poor breadth and surging Treasury yields. Strong flash PMI data fueled inflation worries, while Meta's new AI agent Muse sparked a fresh disruption trade across wealth managers, brokerages, and travel names. Oil prices swung sharply on shifting Middle East diplomacy headlines all week. President Trump and Xi Jinping met at the White House extending their trade truce through January while easing broader market jitters. Looking ahead, next week brings PCE inflation data, key earnings from Nike and Micron, and OpenAI's anticipated Dev Day.

Nike's deep brand strength makes it the most durable of the three, but On's Mbappé deal shows the challenger is gaining ground.

Key TakeawaysNike’s fiscal 2026 gross margin expansion and near-flat EPS were driven almost entirely by a one-time $986 million tariff refund; excluding it, full-year gross margin fell roughly 190 basis points and EPS dropped about 27% instead of the reported 3%. Free cash flow across Nike’s four fiscal 2026 quarters totaled $2.

A volatile week saw AI regulation fears hit chip stocks before a recovery, with MarketBeat writers covering Micron, Nike, Tesla, Rocket Lab, Adobe, SpaceX and other stocks ahead of key inflation and jobs data.

lululemon's Q2 results show tariff refunds boosted profits, but weaker demand, regional declines and lower guidance keep investors focused.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 1.3% and the actively trad

Stocks that are most closely tied to the health of the US consumer have trailed the broader market badly this year. A potential Federal Reserve interest-rate hike Wednesday may add to the segment’s stress.

Stock Market Today: The Dow Jones index drops Tuesday as the 10-year Treasury yield reaches its highest level since 2007. Nvidia stock rises.

Heidi O'Neill takes over after a brutal year for Lululemon, with weak sales, tariff pressure and competition all weighing on the business.

ONON's broad growth and stronger DTC mix support momentum, but rising costs, wholesale restraint and U.S. tariffs make the lower valuation a mixed entry point.

ONON's 27.2% monthly slide has reset its valuation, but tariff risks, wholesale restraint and rising costs cloud the near-term opportunity.

ONON raised its 2026 gross-margin floor to 65%, but new U.S. tariffs and restrained wholesale shipments put second-half execution in focus.

The majority of US companies holding $100 billion in potential tariff refunds haven't pledged to ret

(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe

(Updates with index/price moves, macroeconomic data, and company/geopolitical news from the first pa

Wolverine raises 2026 revenue, EPS, margin and cash flow targets as Saucony and Merrell fuel growth despite tariff pressure.

WWW combines higher earnings estimates and Active Group growth with tariff and execution risks, creating a constructive but selective buy case.

WWW's 11.1% weekly rally has fundamental support from stronger results and raised guidance, but tariffs and execution risks remain.

The U.S. Customs and Border Protection is only processing refunds for registered importers of record, and they are not obligated to refund shoppers.

US stock futures are treading water this morning, with traders caught between the Federal Reserve's next move and a fresh batch of retail earnings. Dow futures dipped 0.2%, the S&P 500 nudged up 0.1% after a third straight weekly gain, and the Nasdaq-100 added 0.5%. It's a quieter week...

"The bottom line is that the US economy continues to be supported by a growing set of tailwinds."

Crocs raised its 2026 outlook as DTC and international growth strengthened, while HEYDUDE weakness and tariff costs pressured margins.

Nike benefits from nearly $1 billion in tariff refunds, while FedEx plans to return its $800 million refund to customers.

Futures for the Dow Jones Industrial Average and the other major stock indexes traded higher Tuesday, after it was reported the U.S. and Iran had reached "some sort of an arrangement" for a peace deal.

Retailers face a more cautious back-to-school consumer who is getting fatigued by higher prices driven by inflation.

On Holding's Q1 earnings beat, margin gains and strong DTC, Asia-Pacific and apparel growth supported a higher profitability outlook despite tariff pressure.

On Holding pairs 20%-plus sales growth and wider margins with premium valuation, tariff exposure and rising investment demands that raise execution risk.

On Holding's 11.2% three-month gain reflects strong demand, margin expansion and global growth, but tariffs and valuation pose risks.

Activewear maker Delta Galil has reported an increase in Q2 profit, lifted by tariff refunds, a portion of which it will invest in its manufacturing and supply chain to drive future growth.

Apple got an estimated $2.2 billion tariff refund last quarter. Amazon got $600 million. Nike got $300 million. But American consumers who paid higher prices as President Donald Trump’s tariffs filtered through the economy are getting almost nothing back.