EnergyInterest Rates
Nasdaq Closes Down 1% as Rising Oil Prices Add Pressure on Rates
The Nasdaq Composite slipped 1.03% on Tuesday, closing at 26,099.77, as growth stocks were weighed down by higher oil prices and bond yields.
Market intelligence
Mateusz Kaczmarek
All coverage
Mateusz Kaczmarek
Nasdaq recovered at midday, then faded
Composite index level from the opening bell through .
26,099.77Close
−1.03%Session
+0.08%Final hour
Source: Nasdaq Composite minute chart. Levels shown at 09:30, each full hour and 16:00 EDT.
The final hour repaired little
Session return versus 15:00–16:00 EDT return. Index closes are preliminary at 16:00 EDT.
S&P 500
7,631.53 close
−0.71%
+0.09%
Nasdaq Composite
26,099.77 close
−1.03%
+0.08%
Dow industrials
52,766.93 close
−0.79%
+0.05%
Sources: Google Finance S&P 500, Nasdaq and Google Finance Dow. Last-hour changes use 15:00 and 16:00 EDT levels.
Sellers still controlled market breadth
Advancing versus declining issues reported at 14:36 EDT.
NYSE
2.7 : 1
Decliners per advancer
116 new highs · 327 new lows
Nasdaq
2.66 : 1
3,403 decliners · 1,280 advancers
22 new highs · 140 new lows
Source: Reuters market breadth. Green denotes advancers; red denotes decliners.
NYSE:LYVStock Market
Live Nation Shares Dip 0.8% as Ticketmaster’s $20 Offer Underscores 41% AOI Contribution
Ticketmaster began accepting requests on Tuesday for a limited number of $20 Silver Star tickets to Olivia Rodrigo’s Unraveled Tour. Shares of parent company…
Live Nation intraday price
$178.38 · −0.84%
As of . Day range: $177.14–$180.17. Source: Yahoo Finance.
Ticketmaster’s second-quarter growth stack
Reported 2Q26 versus 2Q25
Fee-bearing tickets
202583.3m
202690.1m
+8%
Fee-bearing GTV
2025$9.1bn
2026$10.4bn
+15%
Ticketing revenue
2025$742.7m
2026$852.2m
+15%
Ticketing adjusted operating income
2025$290.1m
2026$331.0m
+14%
GTV includes ticket face value and service charges. Source: Live Nation 2Q26 results filed with the SEC.
Why ticketing carries outsized earnings weight
Ticketmaster contribution to Live Nation, 2Q26
11.1%
Share of group revenue
40.5%
Share of group adjusted operating income
38.8%
Ticketing adjusted operating margin
Derived from $852.2 million of ticketing revenue, $7.67 billion of group revenue, $331.0 million of ticketing AOI and $817.0 million of group AOI. Source: Live Nation 2Q26 results.
CommoditiesEarnings
Coeur Mining Falls 1.6% as Silver Price Drop Challenges $1.5 Billion Cash-Flow Goal
On Tuesday, shares of Coeur Mining, Inc. declined 1.6% as precious metal prices moved lower. Nonetheless, gold and silver prices stayed above the levels…
CDE recovered most of its opening drop
Intraday price in U.S. dollars; dashed line marks Monday’s $20.78 close.
Metals led miners lower
Session change through roughly 14:10 EDT; bar length shows the size of each decline.
Coeur Mining (CDE)−1.6%
Gold futures−2.1%
Hecla Mining (HL)−2.6%
Pan American Silver (PAAS)−2.6%
Silver futures−2.9%
Agnico Eagle (AEM)−3.0%
Current metals still clear Coeur’s planning floor
Prices per ounce; the buffer compares Tuesday futures with updated 2026 assumptions.
CommoditiesNYSEAMERICAN:BTG
B2Gold Shares Slip 2.9% While Gold Lags Planning Price by $580
B2Gold Corp. declined 2.92% to $5.32 by midday Tuesday, cutting roughly $211 million from the company's implied market capitalization. Gold futures fell 1.38% to…
B2Gold's regular-session path
NYSE American, U.S. dollars per share
As of . Five-minute observations; final point is the live noon quote. Source: Yahoo Finance.Gold miners moved together
Regular-session change; bar scale runs to 3.5%
IAG−3.20%
BTG−2.92%
AGI−2.65%
EQX−2.26%
KGC−1.91%
Gold−1.38%
FSM−0.70%
Fekola supplies nearly half the plan
Midpoint of B2Gold's updated 2026 production ranges: 870,000 ounces
Fekola 46.6%Masbate 21.8%Goose 21.3%10.3%
405 kozFekola midpoint
190 kozMasbate midpoint
185 kozGoose midpoint
90 kozOtjikoto midpoint
A $580 gold gap becomes a $505 million sensitivity
Simple unit spread using the $2,460 midpoint of 2026 AISC guidance
$5,000 planning price$2,540/ozless $2,460 AISC midpoint
→
$4,419.90 futures$1,959.90/ozless $2,460 AISC midpoint
≈ $504.7 million
$580.10 per ounce × 870,000-ounce production midpoint
Illustrative sensitivity, not a company forecast. It excludes realized-price timing, collars, royalties, taxes, working capital and capital spending. Futures as of September 1, 2026, 11:51 EDT. Guidance source: B2Gold; market source: Yahoo Finance.$580.10 per ounce × 870,000-ounce production midpoint
Artificial IntelligenceNYSE:NOK
Nokia Stock Falls 2.9% as €2.8 Billion AI Orders Face Conversion Test
Nokia Oyj shares fell 2.9% on Tuesday, despite a new Saudi investment in AI-driven network automation. The ADR traded at $9.845 at 10:53 EDT,…
Nokia ADR: first 83 minutes
U.S. dollars per ADR; previous close $10.14
As of . Five-minute observations; last point uses the quoted price.
Network-equipment shares
Nokia−2.91%
Arista Networks−2.26%
Cisco−1.24%
Ericsson−0.74%
Change from August 31 close. Source: Yahoo Finance. As of .
AI demand meets the earnings test
€2.8bnAI and cloud order intake
≈50%Expected to become revenue within 12 months
9.0% / −1.0%Comparable / reported operating margin
−€732mQuarterly free cash flow
Q2 2026. AI and cloud sales rose 105% year over year. Source: Nokia half-year report, July 23, 2026.
Artificial IntelligenceEarnings
Dell Shares Drop 3.5% as $60 Billion AI Server Ambition Puts Margins in Focus
ROUND ROCK, Texas, September 1, 2026, 10:52 EDT — Dell Technologies declined 3.5% after pushing toward a $60 billion target for its AI server…
Dell shares stayed below the prior close
Dell lagged server peers before results
Growth shifts from volume to conversion
Revenue+1.5%$43.84B Q1 to $44.50B Q2 midpoint
Adjusted EPS−1.2%$4.86 Q1 to $4.80 Q2 midpoint
Gross-margin change−3.3 pts17.8% in Q1 versus 21.1% a year earlier
AI servers needed$14.6BAverage for each remaining quarter to reach $60B
Stock MarketTechnology
AEye Shares Surge 26% After Lunar Lidar Agreement Overshadows Quarterly Turnover
PLEASANTON, California, September 1, 2026, 09:49 EDT — AEye stock soared 26%, outpacing the firm's most recent quarterly revenue after it secured a significant…
AEye’s premarket surge met opening volatility
USD per share; premarket from 04:00 EDT, regular trading from 09:30 EDT. As of .
Source: Yahoo Finance. One-minute indicative quotes; plotted points are selected observations.
The contract floor towers over reported revenue
USD millions; bars share a $7.5 million scale. Contract floor is an inference from AEye’s “multi-million-dollar” description.
Sources: contract announcement and Q2 results. Contract timing and recognized revenue were not disclosed.
Cash almost matches the implied equity value
Balance-sheet figures at June 30; share count at August 4; equity value estimated at the 09:48:48 EDT price.
$71.5mCash and securities
$67.4mEstimated equity value
46.49mShares outstanding
$30m–$35m2026 cash-use outlook
Sources: AEye 10-Q and Yahoo Finance. Equity value is a preliminary estimate and excludes later share-count changes.
CommoditiesStock Market
Nasdaq Futures Drop 1.35% as Crude Surpasses $92 and Bond Yields Climb
By 09:00 EDT on Tuesday, Nasdaq-100 futures declined 1.35%. Futures on the S&P 500 dropped 0.69%, and Dow futures slipped 0.61%.
Growth futures widened their discount
Change from Monday’s futures settlement, percent. .
Nasdaq-100 September futuresE-mini S&P 500 September futures
Source: Yahoo Finance one-minute charts for Nasdaq-100 futures and S&P 500 futures. Values are fixed snapshots, not live quotes.
The two-sided valuation squeeze
WTI crude$88.12 · +2.75%
Brent crude$92.54 · +2.27%
U.S. 10-year yield4.784% · +2.6 bp
Nasdaq-100 futures29,114.25 · −1.35%
As of 09:00 EDT, except the yield at 08:55 EDT. Sources: Reuters, AP and Yahoo Finance. Bars compare direction and relative move, not units.
Premarket sector breadth
Indicative ETF changes from Monday’s close, using the latest quote at or before 09:00 EDT.
2higher
1flat
8lower
Energy · XLE+3.51%
Healthcare · XLV+0.56%
Staples · XLP0.00%
Discretionary · XLY−0.53%
Real estate · XLRE−0.83%
Financials · XLF−0.88%
Materials · XLB−0.92%
Utilities · XLU−1.01%
Technology · XLK−1.21%
Industrials · XLI−1.67%
Communication · XLC−1.89%
Source: Yahoo Finance one-minute extended-hours ETF data. Thin premarket trading can widen spreads.
Stocks moving against the macro tape
GPRO · $1.51+151.8%Mark Fischbach disclosed 13.5 million shares, or 8.5%, in a passive stake.
HOOD · $106.89+2.5%Morgan Stanley raised its rating before the open.
AON · $324.62−8.7%The $17 billion USI deal adds debt and delays buybacks.
Prices as of 09:00 EDT. Sources: Yahoo Finance, SEC GoPro filing, Reuters and Aon.
EarningsElectric Vehicles
NIO Stock Drops 1.2% as Revenue Guide Slows to 4.8% Growth
NIO Inc. shares fell 1.18% to $4.18 at 08:01 ET. The drop followed a sharp revenue gain and NIO’s second straight adjusted operating profit.
NIO premarket after the earnings release
U.S. dollars per ADS, 07:46–08:01 ET
Scale arrived faster than GAAP profit
Quarterly comparison; renminbi figures in billions unless stated
Revenue
Q2 2025RMB19.0bn
Q1 2026RMB25.5bn
Q2 2026RMB32.1bn
Gross margin
Q2 202510.0%
Q1 202619.0%
Q2 202618.4%
Adjusted operating result
Q2 2025−RMB4.041bn
Q1 2026+RMB0.067bn
Q2 2026+RMB0.207bn
Source: NIO second-quarter filing, September 1, 2026. Adjusted results exclude share-based compensation and organizational charges.
The September delivery hurdle
Units needed to reach NIO’s third-quarter guidance
Q3 low case108,000
Q3 high case111,000
July plus August71,770
September needed: 36,230–39,2301.1%–9.5% above August
August 35,836
34,00037,00040,000
Source: NIO guidance and August update, September 1, 2026. Percentages are calculated from reported units.
NASDAQ:TTWOStock Market
Take-Two shares drop 6.7%, $2.9 billion market value lost prior to GTA VI launch
NEW YORK, September 1, 2026, 06:59 EDT – Shares of Take-Two Interactive Software declined 6.7% in premarket trade, wiping out $2.9 billion in market…
TTWO’s six-session slide met only a small premarket bounce
Daily closes in U.S. dollars; September 1 is the premarket quote.
One day’s equity loss outweighed a full year’s planned bookings lift
U.S. dollars; market value is an estimate, while bookings use company guidance.
2.1×Equity loss versus planned bookings lift
$8.10BFY2027 bookings midpoint
$6.721BFY2026 reported bookings
Calculation: $15.69 share-price decline × 186.98 million shares. Sources: Google Finance and Take-Two. Market value and bookings are different measures.
Analyst targets remain far above Monday’s close
Twelve-month targets from 18 analysts; U.S. dollars.
The average target implies 35.3% upside from Monday’s close. Source: Google Finance, September 1, 2026.
CommoditiesETFs
Broad ETFs Remain Stable as Oil Shock Cuts 374 Points From Dow
U.S. stocks finished August down as a fresh oil shock weighed on rate-sensitive stocks. The Dow fell by 374.09 points, while broad equity ETFs…
Broad ETFs held close to flat in the preceding hour
Indexed to 18:00 EDT = 0% · As of
SPY -0.01%QQQ -0.06%DIA +0.01%
Source: one-minute post-market trades from Yahoo Finance SPY, QQQ and DIA. Values are delayed snapshots, not streaming quotes.
Oil created a narrow sector split
Select Sector SPDR price changes at the 16:00 EDT close on August 31, 2026
Source: closing prices for sector ETFs, cross-checked with the August 31 sector close. Nine of 11 sectors declined.
Breadth weakened; small-cap volume ran above trend
Cash-session snapshot at the August 31 close
372decliners
75.6%
75.6%
118advancers
24.0%
24.0%
SPY38.6m · 97%
QQQ31.9m · 96%
DIA1.7m · 51%
IWM20.8m · 124%
Breadth source: MarketsFN constituent sweep. Volume source: Yahoo Finance daily data; percentages compare August 31 volume with the prior 20 sessions.
NASDAQ:NFLXStock Market
Netflix Stock Slips 0.8% as Two Movies Capture Half of Top 10 Views
Netflix’s latest disclosed global movie slate drew 50.8 million views. Two titles supplied nearly half that total. Netflix, Inc. shares closed Monday down 0.8%…
NFLX regular session: early dip, partial recovery
Close$81.05−0.82%
Day range$80.65–$81.731.3% span
Volume28.7Mshares
Source: Yahoo Finance. Five-minute observations sampled hourly; final close and volume use the regular-session quote.
Latest disclosed global movie Top 10
Views for the week ended August 23, 2026
Don’t Say Good Luck12.8M
The Last House12.0M
Freefall: A Reckoning for Boeing4.7M
72 HOURS4.0M
Dating App Killer3.4M
Other five titles13.9M
Total: 50.8M viewsTop two share: 48.8%Total hours: 84.7M
Source: Netflix Top 10. Netflix defines a view as hours viewed divided by runtime.
How engagement reaches the income statement
Reported Q2 2026 results and full-year company outlook
Q2 revenue$12.56B+13% year over year
Q2 operating margin33.4%−0.7 percentage point
Q2 content amortization$4.31B+12.5% year over year
2026 revenue outlook$51.0B–$51.4B13%–14% growth
2026 ads outlook≈$3.0Broughly double 2025
2026 margin outlook31.5%versus 29.5% in 2025
Sources: Netflix 10-Q and Q2 shareholder letter. Outlook figures are company forecasts.
CommoditiesEnergy
Energy Rises as Oil Tops $90, Market Wider Sees Sell-Off
U.S. equities ended down on Monday as Brent crude climbed back above $90, heightening worries about inflation and interest rates. Losses were spread across…
Regular-session move and the final aftermarket hour
SPY · S&P 500−0.30%
QQQ · Nasdaq-100+0.05%
DIA · Dow−0.65%
IWM · Russell 2000−0.62%
Regular returns use the 16:00 close versus the prior close. Last-hour values use the latest quote at or before each endpoint. Sources: SPY, QQQ, DIA and IWM; calculations by TS2.
Oil created a sharp sector split
Liquid sector-ETF returns at the regular-session close
Sources: Yahoo Finance closing data for XLE, XLK, XLY and XLU; returns calculated from prior close.
Breadth confirmed the selloff
Regular-session market internals, August 31
Preliminary close data. Source: Reuters. NYSE ratio is normalized to 100 advancing issues for comparison.
NYSE:AGCONYSE:CNH
CNH Industrial Gains 1.3% as Baird Issues $15 Price Target, Citing Margin Recovery Prospects
CNH Industrial shares rose 1.3% on Monday after Baird raised its rating on the agricultural equipment maker to Outperform. The stock closed at $11.83,…
CNH two-session close
Unit: U.S. dollars per share. Source: Yahoo Finance.
Trading volume dwarfed the norm
Shares traded on August 31 versus three-month daily average
Unit: millions of shares. Source: Yahoo Finance.
Wall Street's wide CNH valuation range
Closing price and 12-month analyst targets, August 31
7Strong buy
3Buy
8Hold
1Sell
Unit: U.S. dollars per share; 19 analysts. Source: S&P Global data via StockAnalysis, updated August 31, 2026.
EnergyNYSE:OKLO
Oklo Shares Gain 0.8% Amid $130,000 Insider Sale, Maintaining $7.5 Billion Market Value
Shares of Oklo Inc. gained 0.8% to $40.44 by 14:02 EDT. The stock was the fifth most-searched term on U.S. Google Trends, as insider…
Oklo insider-sale pressure map
NYSE: OKLO · cash runway versus a pre-revenue valuation
Market snapshot: Aug. 31, 2026, 14:02 EDT
Prepared: Aug. 31, 2026, 14:31 EDT
Prepared: Aug. 31, 2026, 14:31 EDT
Share price
$40.44
▲ 0.75% Monday
Market value
$7.52B
Approximation
Cash + securities
$3.01B
40% of equity value
Latest insider sale
$129.8K
10b5-1 plan
Valuation bridge
The balance sheet reduces financing risk, but current revenue remains immaterial against the valuation.
Insider sale scale
Narayanadas sale / market value
| Shares sold | 3,264 |
| Execution price | $39.77 |
| Sale value | $129,811 |
| Direct shares retained | 7,822 |
| Joint-account shares | 5,000 |
| Plan adopted | Apr. 2, 2026 |
Financial operating frame
| Metric | Latest | Signal |
|---|---|---|
| Q2 revenue | $1.21M | First revenue |
| Q2 operating loss | -$73.19M | 60× revenue |
| H1 operating cash use | -$65.46M | 2.1× prior year |
| 2026 operating cash guide | $120M-$150M | Funded |
| 2026 capex guide | $400M-$500M | Build phase |
Expectation range
Analyst targets versus $40.44
| Low | $51.00 | +26% |
| Average | $74.75 | +85% |
| High | $100.00 | +147% |
| Ratings | 7 Buy · 7 Hold · 0 Sell | |
Key risk: commercial deployment, licensing, fuel access and construction costs still determine the future cash-flow case.
Sources: SEC Forms 4, 144 and 10-Q; Oklo investor relations; StockAnalysis/S&P Global Market Intelligence; Google Finance. Time-sensitive figures carry the timestamps shown above.
EarningsNASDAQ:TTWO
Take-Two Shares Slide 7.5% After GTA VI Leak Challenges $8.1 Billion Bookings Target
Take-Two Interactive Software dropped 7.5% to $217.70 in early trading Monday. The decline wiped out gains from Friday’s reveal and reduced the company’s market…
NASDAQ: TTWO · Product / commercial catalyst
GTA VI launch control meets an $8.1B bookings test
Market: Aug. 31, 2026, 10:10 EDT
Prepared: Aug. 31, 2026, 14:05 EDT
Prepared: Aug. 31, 2026, 14:05 EDT
Share price
$217.70
▼ 7.52%
Market value
$40.66B
≈5.0× FY27 bookings midpoint
FY27 bookings
$8.0–8.2B
≈20% midpoint growth
GTA VI launch
Nov. 19
PS5 · Xbox Series X|S
Intraday range
Analyst target spread
$270–$368
Average $297.29 · 36.6% above market · 18 Buy / 0 Hold / 0 Sell
Product economics
| Item | Figure | Investor signal |
|---|---|---|
| Standard edition | $79.99 | Higher base price |
| Ultimate edition | $99.99 | $20 premium |
| GTA V sell-in | >230M units | Franchise reach |
| GTA spending, Q1 | +3% | Legacy monetization |
Financial bridge
| Metric | Figure | Reading |
|---|---|---|
| Q1 bookings | $1.39B | Above guidance |
| Rockstar FY27 mix | 37% | ≈$3.0B implied |
| Operating cash flow | >$1B | Launch-year conversion |
| Mobile bookings | -7% | Offsetting weakness |
Attention map
Leaks have shifted the near-term debate from trailer demand to release control. The valuation bridge requires November delivery, premium-edition conversion and sustained GTA spending. Delay, piracy or weaker mobile results would push more value beyond fiscal 2027.
Sources: Rockstar Games; Take-Two fiscal Q1 2027 investor presentation; Google Finance; Investing.com. Time-sensitive figures carry their source timestamp. Derived figures use the $8.1B guidance midpoint.