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All eyes are turning to the August CPI. With a September rate hike increasingly in play and three FOMC members already favoring tighter policy, the inflation report could determine whether the Fed holds or raises rates for the first time in three years. https://www.briefing.com/the-big-picture?utm_campaign=bigpicture&utm_medium=social&utm_source=fb&utm_content=link

is higher after a solid Q2 as its transformation beyond e-signatures gains traction. AI-native IAM now represents 15.1% of ARR, adoption is accelerating, and DocuSign raised its FY27 ARR growth outlook. The next test is converting that momentum into faster revenue growth. https://www.briefing.com/story-stocks/archive/2026/9/4/docusign-iam-making-all-the-right-aisignals-after-q2-results?utm_campaign=storystocks&utm_medium=social&utm_source=fb&utm_content=link

The issue isn’t necessarily demand; it’s timing. Larger cloud deals are producing less first-year ARR while pushing more contracted value into future years, creating a gap between strong bookings and reported growth that investors aren’t willing to overlook. https://www.briefing.com/story-stocks/archive/2026/9/4/guidewire-software-plunges-as-backend-loaded-arr-growth-clouds-a-strong-fy27-view-(gwre)?utm_campaign=storystocks&utm_medium=social&utm_source=fb&utm_content=link

is tumbling as its turnaround gets harder. Comps fell 9%, traffic weakened across North America and China, and another sharp FY27 guidance cut signals little near-term relief. Incoming CEO Heidi O'Neill has substantial work ahead. https://www.briefing.com/story-stocks/archive/2026/9/4/lululemon-disappoints-in-q2-continued-pressure-and-another-guidance-cut-spook-investors-(lulu)?utm_campaign=storystocks&utm_medium=social&utm_source=fb&utm_content=link

(-4.6%) beat Q3 estimates and expects AI semiconductor revenue to more than triple again in Q4, yet shares are falling. With expectations sky-high, modest upside to the Q4 revenue forecast and declining gross margins overshadowed another exceptional quarter. https://www.briefing.com/story-stocks/archive/2026/9/3/broadcom-ai-bonanza-keeps-growing-but-avgo-investors-want-more?utm_campaign=storystocks&utm_medium=social&utm_source=fb&utm_content=link

Market signals are getting crossed: oil is climbing above $92, but Treasury yields are falling, and stocks are pointing higher. Fed Governor Waller helped ease some rate-hike anxiety, while a stronger yen is stirring speculation about currency intervention. https://briefing.com/page-one?utm_campaign=pageone&utm_medium=social&utm_source=fb&utm_content=link

(+23%) is soaring after AI demand translated into something investors have been waiting for: faster platform consumption. Product revenue growth accelerated for a third straight quarter, AI adoption surged, and SNOW raised its FY27 outlook again. Full analysis: https://www.briefing.com/story-stocks/archive/2026/9/3/snowflake-soaring-as-ai-ignites-platform-consumption-while-coco-and-cowork-gain-momentum-(snow)?utm_campaign=storystocks&utm_medium=social&utm_source=fb&utm_content=link

is preparing for an NYSE IPO, bringing a portfolio of iconic beauty brands and sticky salon relationships to market. The opportunity is compelling, but roughly $2.3B of debt and continued KKR control make valuation and post-IPO deleveraging the key questions. Read the full IPO analysis: https://www.briefing.com/todays-free-feature?utm_campaign=freefeature&utm_medium=social&utm_source=fb&utm_content=link

(-12%) is crashing despite a beat-and-raise quarter as Atlas growth guidance failed to clear lofty expectations. Annual growth and margin forecasts moved higher, but investors are focused on Atlas slowing to ~26% in Q3 and potentially moderating further in Q4. https://www.briefing.com/story-stocks/archive/2026/9/2/mongodb-crashes-as-atlas-outlook-fails-to-match-lofty-expectations-(mdb)?utm_campaign=storystocks&utm_medium=social&utm_source=fb&utm_content=link

The market is fickle this morning. Stocks went from pointing lower to a mixed open as the 10-yr yield and oil prices retreated from overnight highs. Strong moves in and are getting attention, but rates remain the market’s real guide. https://www.briefing.com/page-one?utm_campaign=pageone&utm_medium=social&utm_source=st&utm_content=link