• EU plans social media limits for minors: The EU is set to propose restrictions on social media for children under 15, potentially tightening oversight of platforms including Meta (META) and Alphabet (GOOGL), with age verification and added safeguards. Source: StockAnalysis.com.
• Microsoft proposes AI limits: Microsoft (MSFT) issued a provisional code restricting future AI models and supporting slower development, joining industry calls for stronger safety measures. It's seeking feedback ahead of a planned 2027 implementation. Source: CNBC.
• Abbott settles formula claims: Abbott Laboratories (ABT) agreed to pay $385M to resolve claims tied to its 2022 infant formula recall and Michigan plant shutdown, without admitting fault or liability. Source: ABC.
• BAC slowdown: Bank of America (BAC) expects Q3 investment banking fees to fall more than 10% YoY and trading revenue to be roughly flat, a sharp slowdown from Q2. Shares fell 5% on Monday. Source: CNBC.
• Micron faces Taiwan strike threat: Micron Technology (MU) workers in Taiwan are preparing for a possible strike unless the chipmaker adopts permanent profit sharing, threatening its largest manufacturing hub amid tight DRAM and AI-memory supply. Source: Reuters.
• GM upgrades vehicle software: General Motors (GM) is launching a redesigned infotainment system later this year with its new Silverado and Sierra pickups, improving Super Cruise visuals and integration with Apple (AAPL) CarPlay and Alphabet’s (GOOGL) Android Auto. Source: CNBC.
• Broadcom keeps AI targets intact: Broadcom (AVGO) CEO Hock Tan said AI demand remains strong despite calls to slow model development, reaffirming forecasts for AI semiconductor revenue of $115B in fiscal 2027 and $230B in 2028. Source: CNBC.
• India probes Google safeguards: Indian police are preparing to question Alphabet (GOOGL) after uncovering 513,847 fake Gmail accounts tied to hoax bomb threats. Source: Reuters.
• Kraft Heinz revives brands: Kraft Heinz (KHC) is investing $700M to revive its brands, including launching 10 new Philadelphia flavors over two years. Philadelphia investment is rising 63% this year. Source: CNBC.
• Microsoft fixes Windows bugs: Microsoft (MSFT) is rolling out an emergency Windows update to fix Remote Desktop, Hyper-V, and USB audio issues caused by its record-breaking September patch, which addressed nearly 1,000 flaws. Source: The Verge.
• LVMH exits Europe’s top 10: LVMH (EPA:MC) is falling 2.5% today to a €201B market cap, slipping out of Europe’s top 10 for the first time since 2017. Shares are down 37% this year and 55% from their 2023 peak amid weaker Chinese luxury demand. Source: Bloomberg.
• Chinese automakers pressure Europe: Chinese brands reached 10.7% of Western European auto sales in Q2, up from 3.4% two years ago. BYD’s (HKG:1211) €29,500 Seal U undercuts rivals, fueling calls for tougher EU trade protections. Source: Bloomberg.

• Oil surge drives yields higher: The 10-year Treasury yield is rising to 5.03%, its highest since 2007, as Brent crude tops $108 and inflation fears intensify. U.S. gasoline is reaching $4.33 a gallon, while markets expect a Fed rate hike Wednesday. Source: NY Times.
• China’s slowdown deepens: China’s August retail sales rose just 0.4%, missing forecasts, while January–August fixed-asset investment fell 7.2%. Industrial output beat estimates with 5.2% growth, but weak domestic demand is increasing pressure for policy support. Source: CNBC.

• Iran war costs mount: The Pentagon estimates the Iran war cost $33.4B through June 29, with Iranian strikes damaging U.S. bases and aircraft and creating munitions shortages. Iran’s foreign minister is heading to China Wednesday for talks. Source: CNBC.
• Canada deepens EU ties: Canada is pursuing deeper EU investment, trade, and labor ties as its trade war with the U.S. intensifies. Source: AP.
• Supreme Court blocks mail-vote rules: The Supreme Court rejected President Trump’s bid to impose new USPS mail-ballot requirements for the 2026 midterms, leaving injunctions in place. Source: NPR.
• U.S. targets Iranian crypto: The U.S. is seeking to seize $61M in crypto allegedly tied to sanctioned Iranian oil sales. The network is accused of laundering over $1.5B through China and other markets. Source: CNBC.
• EPA rolls back power plant rules: The EPA repealed Biden-era carbon limits for coal- and gas-fired power plants. The agency said the move will support new generation needed for surging AI electricity demand. The change is expected to be challenged. Sources: Reuters / BBC.
• McConnell returns to Senate: Sen. Mitch McConnell returned to the Senate Monday after a 3-month health absence, giving Republicans a potentially important vote as they pursue legislation on cryptocurrency regulation, college sports, and a farm bill. Source: AP.

• 8:15 AM: ADP Employment Change
• 8:30 AM: NY Empire State Manufacturing Index
• 4:30 PM: API Crude Oil Stock Change
• Wednesday: Retail Sales MoM, Fed Interest Rate Decision, FOMC Economic Projections, Fed Press Conference
• Thursday: Building Permits Prelim., Housing Starts

Forgent Power Solutions (FPS) has released its quarterly earnings.

• Revenue of $461.67M (+94.30% YoY) beats by $32.60M.
• EPS of $0.31 beats by $0.08.
• Financials · As Reported · Metrics · Press Release

Trip.com Group (TCOM) will report today after close.

• Analysts estimate revenue of $2.29B (+10.36% YoY).
• EPS is estimated to be $0.91 (-9.90% YoY).
• Financials · As Reported · Metrics

Lennar (LEN) will report tomorrow after market close.

• Analysts estimate revenue of $8.36B (-5.08% YoY).
• EPS is estimated to be $1.30 (-35.00% YoY).
• Financials · As Reported · Metrics

The Progressive Corporation (PGR) will report Friday.

• Analysts estimate revenue of $22.51B (+7.96% YoY).
• EPS is estimated to be $4.02 (-0.99% YoY).
• Financials · As Reported · Metrics

• Estimated Friday, Sept. 18: Electra Therapeutics, Inc. (ETRA), a biopharma company focused on immune diseases and cancer.
• Estimated Friday, Sept. 18: Holtec Nuclear Corporation (HNUC), an energy company with $564.19M in TTM revenue and -24.7% revenue growth YoY.
• Estimated Friday, Sept. 18: Orion180 Insurance Group Inc. (OIG), a specialty insurance group with $153.14M in TTM revenue and 38.3% revenue growth yoY.