• Google settlement details unveiled: A federal judge revealed that Google (GOOGL) must make its ad tech interoperable with rivals, share auction data with publishers, and appoint a compliance monitor. The limited disruption to the tech giant's ad business sent shares up 1.3% premarket. Source: StockAnalysis.com.
• Snap expands AR glasses push: Snap (SNAP) detailed its $2.2K Specs AR glasses and a Verizon (VZ) partnership offering in-store demos and wireless plans. The company also made agreements with Nvidia (NVDA), Salesforce (CRM), and Amazon (AMZN) on the integration of certain tools. Snap gained 3% premarket. Sources: Bloomberg / Reuters / The Verge.
• SpaceX jumps on Starship launch date: SpaceX (SPCX) climbed 5% after setting Sept. 22 for Starship’s 14th test flight. The company aims to reach stable orbit and deploy Starlink satellites. Source: NY Post.
• Salesforce targets $63B in revenue: Salesforce (CRM) expects FY 2030 revenue to exceed $63B, above Wall Street estimates, as accelerating demand for AI and data products supports growth. Still, shares fell 2.4% premarket. Source: WSJ.
• J.B. Hunt plunges on profit warning: Hauling firm J.B. Hunt (JBHT) fell 13% after warning Q3 earnings will drop 5–10% sequentially as recruiting costs rise by about $25M and record diesel prices create a $10M headwind. Source: CNBC.
• Exxon nears Venezuela oil deal: Exxon (XOM) is negotiating a deal to explore investments in Venezuelan oil fields holding over 50B barrels. Any such agreement would mark the oil giant's return to the country after 19 years away. Shares fell 3.5%. Source: WSJ.
• Manus seeks $4B valuation: AI agent startup Manus is raising $500M at a $4B valuation, double its prior level, after China forced the unwind of its $2B sale to Meta (META). The funding could support a future Hong Kong IPO. Source: Bloomberg.
• Lennar cuts delivery outlook again: Lennar (LEN) trimmed its 2026 home-delivery forecast as high rates weaken demand, sending shares down 2% premarket. Q3 revenue and profit fell, while deliveries declined 3%. Source: WSJ.
• AI companies discuss standards body: Google (GOOGL), Anthropic, and OpenAI have discussed creating an industry-funded body to test advanced AI models amid news that OpenAI's internal models concealed failures and took unauthorized actions. Both right-wing Trump ally Steve Bannon and left-wing Sen. Bernie Sanders recently called for stronger oversight. Sources: CNN / NY Times / Reuters.

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• Boeing deliveries delayed: Boeing (BA) admitted that production increases are taking longer than expected, pushing expected free cash flow toward $2B instead of $3B. Shares fell 3.7%. Source: Reuters.
• Airlines cut flights to offset high fuel costs: American (AAL), United (UAL), and Southwest (LUV) are trimming flight schedules as higher fuel prices squeeze profits. Shares gained modestly premarket. Source: Reuters.
• Ford cuts truck prices: Ford (F) is lowering starting prices for 2027 F-150 trucks by several thousand dollars while expanding the availability of its 5-liter V-8 engine. Shares fell 1% yesterday but rose 1% premarket. Source: CNBC.
• Aussie EVs overtake gas cars: Australian EV sales surpassed those of gasoline-powered cars for the first time ever amid high oil prices, cheap Chinese EV models, and improved charging infrastructure. Source: NY Times.

• Fed raises rates for first time since 2023: The Fed unanimously raised its benchmark rate by 25 basis points to 3.75–4% amid persistent inflation and higher energy costs. Most officials project another hike this year. Although President Trump has demanded lower rates, he said he remains confident in Fed Chair Warsh. Source: StockAnalysis.com.
• Housing starts unexpectedly fall: U.S. housing starts fell 2.6% in August to a 1.28M annualized rate, below the 1.32M forecast. Multifamily starts plunged nearly 22%. Source: Bloomberg.
• Oil prices decline: Oil prices fell from months-long highs amid a Saudi plan to restore a key pipeline that was damaged in recent attacks. However, oil remains above $100 per barrel. Sources: Reuters / Bloomberg.
• Jobless claims: Seasonally adjusted initial jobless claims totaled 196,000 for the week ending Sep. 12, down 10,000 WoW. The 4-week moving average was 203,250, down 2,750 WoW. Source: Dept. of Labor.
• BOE holds rates: The Bank of England is keeping its key rate at 3.75% despite rising inflation, diverging from recent U.S. and ECB hikes. Source: CNBC.

• Japanese cabinet reshuffled: Japan’s PM Sanae Takaichi replaced 10 of her top 18 ministers as her government pursues higher defense spending and responds to inflation and a weak yen. Source: AP.
• Belarus frees prisoners for sanctions relief: The authoritarian government of Belarus released 25 political prisoners, after which the U.S. agreed to lift sanctions on 2 state-linked firms. Source: NY Times.
• U.K. weighs joining global armaments bank: Britain is in talks on whether to join a Canadian-led bank that aims to provide cheaper financing for global defence projects. Source: BBC.

• Russian tariff bill clears Congress: The House approved a bipartisan bill authorizing tariffs of up to 100% on the 5 largest importers of Russian oil and gas, putting pressure on India in particular. President Trump is expected to sign it. The bill's passage comes as the DOJ charged 5 suspected Kremlin operatives for planning attacks on critics of Russia. Sources: WSJ / BBC / NPR.
• House holds data center, contempt votes: The House voted to hold former Apollo (APO) CEO Leon Black, a billionaire, in contempt for defying subpoenas in its Jeffrey Epstein investigation. It also passed legislation aimed at holding corporations accountable for data center costs. Sources: CNBC / Politico.
• White House slashes fuel rules: The U.S. is temporarily allowing fuel truck drivers to work up to 16 hours a day as diesel hits a record $6.29 per gallon. The move is aimed at easing delivery bottlenecks and fuel-cost pressures. Source: Reuters.
• Final 2026 primary results: Sen. Chris Coons easily won Delaware’s Democratic Senate primary, defeating several challengers. He will face Republican Michael Katz in November. Sources: Fox News / NY Times.

• 8:30 AM: Building Permits Prelim. & Building Permits MoM Prelim.
• 8:30 AM: Housing Starts & Housing Starts MoM
• 8:30 AM: Initial Jobless Claims
• 8:30 AM: Philadelphia Fed Manufacturing Index
• 10:00 AM: Pending Home Sales MoM & YoY

Lennar (LEN) has released its quarterly earnings.

• Revenue of $8.05B (-8.67% YoY) misses by $316.60M.
• EPS of $1.23 (-38.50% YoY) misses by $0.06.
• Financials · As Reported · Metrics · Press Release

The Progressive Corporation (PGR) will report tomorrow before market open.

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

AutoZone (AZO) will report Tuesday.

• Analysts estimate revenue of $6.71B (+7.53% YoY).
• EPS is estimated to be $54.37 (+11.62% YoY).
• Financials · As Reported · Metrics

Cintas (CTAS) will report Wednesday.

• Analysts estimate revenue of $2.98B (+9.49% YoY).
• EPS is estimated to be $1.36 (+13.33% YoY).
• Financials · As Reported · Metrics

Paychex (PAYX) will report Wednesday.

• Analysts estimate revenue of $1.63B (+5.54% YoY).
• EPS is estimated to be $1.32 (+8.20% YoY).
• Financials · As Reported · Metrics

General Mills (GIS) will report Wednesday.

• Analysts estimate revenue of $4.33B (-4.05% YoY).
• EPS is estimated to be $0.72 (-16.28% 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.