Chip Rout Drags Nasdaq 100 Lower, Oil Climbs: Stock Market Today

Shares of semiconductor and chip companies are trading higher. The broader industry may be rallying alongside memory and storage-related peers.

SanDisk Jumps 10%, Lululemon Crashes 17%: Stock Market Today

A blowout August jobs report pushed traders to price a coin-flip chance of a Federal Reserve rate hike this month, dragging the S&P 500 and Dow lower by midday Friday.

PANW Q4 Earnings Beat Estimates on Platformization Strength

Palo Alto Networks (PANW) reported Q4 fiscal 2026 revenues of $3.41B, up 34% YoY, beating consensus estimates. The company achieved record platformization with 220 net new platform additions (up 44%) and net new NGS ARR of $970M (up 98%). For fiscal 2027, PANW guides revenues of $14.10-$14.20B (23-24% growth) and NGS ARR of $11.075-$11.175B. Strong momentum across Network & AI Security, Cortex, and Idira platforms drove results.

Jim Cramer Says This Tech Stock Is Up 40% For The Year: It Is A ‘Great’ Company

Jim Cramer praises KLA Corp but warns of high P/E ratio. UBS maintains Neutral rating. Cramer recommends buying Applied Materials.

Bloom Energy Stock Faces Key Risks as Growth Fuels S&P 500 Index Inclusion

Bloom Energy jumped to a crucial resistance level as its revenue growth fueled its upcoming inclusion to the S&P 500 Index.

Bloom Energy, Illumina, and Everpure Set to Join S&P 500; Others to Join S&P 100, S&P MidCap 400, and S&P SmallCap 600

https://www.spglobal.com/spdji/en//documents/indexnews/announcements/20260904-1484999/1484999_shuffle5461-sept2026.pdf