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9-24-2026: Trump-Xi Summit, Surging Yields + AI Disruption Trade Fears
NYSE4h agoneutralVIDEO
9-24-2026: Trump-Xi Summit, Surging Yields + AI Disruption Trade Fears

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.

Investing.com9h agoneutral
Needham remains cautious on Nike stock, sees more downside risk

Investing.com -- In a note on Thursday, Needham reiterated its Hold rating on Nike (NYSE: NKE) and cut its earnings estimates ahead of the company's fiscal first-quarter results on Oct. 1 after the close, warning that the stock could keep falling.

This Week In E-Commerce - AI Investment Transforms Shopping Experience Through Data-Driven Innovation
Simply Wall St.11h agoneutral
This Week In E-Commerce - AI Investment Transforms Shopping Experience Through Data-Driven Innovation

In recent developments within the e-commerce sector, Azoma, a platform specializing in Agentic Commerce Optimization, has received an investment from dunnhumby ventures. This move aims to enhance Azoma's capabilities in Generative Engine Optimization (GEO), crucial for retailers and consumer packaged goods (CPG) brands in connecting AI visibility to revenue. The partnership reflects a shared belief in the rising importance of AI shopping assistants as a primary means for consumers to make...

Why Are Sportswear Stocks in a Rut?
The Wall Street Journal1d agoneutral
Why Are Sportswear Stocks in a Rut?

JD Sports reported falling sales and profits for its fiscal first half today, sending its stock slumping. It’s far from alone. Many players in the sports arena have hit a rough patch, including Adidas and Nike, whose stock prices have fallen by about 15% and more than 44%, respectively, this year.

A CEO Shakeup Just Tanked This Stock. How to Play It Here.
Barchart2d agoneutral
A CEO Shakeup Just Tanked This Stock. How to Play It Here.

MHK fell 7% after CEO Jeff Lorberbaum's pre-retirement stock sales. With a reasonable valuation -- 11.9x 2026 EPS multiple with an 11.2% FCF yield -- mortgage-rate headwinds could pressure remodel demand into 2027. Risk-tolerant investors ought to buy now.

Puma restructures European leadership
Retail Insight Network2d agoneutral
Puma restructures European leadership

Fokko de Rooij will report to Puma chief executive Arthur Hoeld, who has temporarily taken on COO responsibilities pending a permanent appointment to the role.

Nike earnings expectations get brutally cut down by Stifel analysts
Yahoo Finance Video3d agoneutralVIDEO
Nike earnings expectations get brutally cut down by Stifel analysts

Stifel analysts have cut their estimates on apparel giant Nike's (NKE) fiscal first quarter earnings, which are due out on October 1. Yahoo Finance Executive Editor Brian Sozzi gives a break down of the areas where Nike may be coming up short in.

Baird Pulls the Plug on Its Sportswear Recovery Thesis, Downgrading NIKE and Dick’s All at Once
Insider Monkey4d agoneutral
Baird Pulls the Plug on Its Sportswear Recovery Thesis, Downgrading NIKE and Dick’s All at Once

Wall Street’s patience with the athletic footwear and apparel industry’s recovery is wearing thin. On September 14, Baird analyst Jonathan Komp downgraded five stocks to Neutral in a single note, including NIKE, Inc. (NYSE:NKE), adidas, DICK’S Sporting Goods, Inc. (NYSE:DKS), Rocky Brands, and VF Corp, while adding negative “fresh picks” on Under Armour and Canada […]

The $986 Million Reason Nike’s Comeback Story Doesn’t Add Up
TIKR4d agoneutral
The $986 Million Reason Nike’s Comeback Story Doesn’t Add Up

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.

NIKE (NKE) Adds Alexandre Arnault As Investors Ask If The Turnaround Is Already Priced In
Simply Wall St.5d agoneutral
NIKE (NKE) Adds Alexandre Arnault As Investors Ask If The Turnaround Is Already Priced In

Nike (NKE) just made a high profile boardroom move. The athletic giant expanded its board to twelve directors and added Alexandre Arnault from LVMH, even as it works through a difficult business reset. NIKE’s boardroom refresh comes at a challenging time, with the share price at US$35.51 after falling about 13.5% over the past 30 days and dropping 43.9% year to date. The 1 year total shareholder return is down 48.3% and the 5 year total shareholder return has declined 74.0%, pointing to...