US Equities · Pre-Open Briefing
S&P 500 fell 0.58%, Nasdaq fell 0.64%
September 1, 2026
The August 31, 2026 cash session, and what is scheduled today
The S&P 500 fell 0.58% to 7,686.14 and the Nasdaq Composite fell 0.64% to 26,370.89, with the Nasdaq-100 down 0.62%.
Breadth159 up / 343 down
LeadershipS&P 500 by 0.04pp
Member coverage100%
Futures now
Ahead of the open, S&P 500 futures are down 0.70%, Nasdaq 100 futures down 1.39%, Dow futures down 0.52% and Russell 2000 futures down 0.87% against their previous settlement. In Asia, the Nikkei 225 is down 0.15%, the Hang Seng down 0.93% and the Shanghai Composite down 0.16%. In Europe, the Euro Stoxx 50 is down 0.63%, the DAX down 1.04% and the FTSE 100 down 0.06%. Across markets, WTI is up 3.03% at 88.36, Gold is down 0.45% at 4,411.00, the US 10-year yield is at 4.78% and EUR/USD is up 0.17% at 1.1609.
| Market | Level | Change | As of |
|---|---|---|---|
| S&P 500 futures | 7,645.25 | -53.75 (-0.70%) | 2026-09-01 |
| Nasdaq 100 futures | 29,103.75 | -409.25 (-1.39%) | 2026-09-01 |
| Dow futures | 52,962.00 | -278.00 (-0.52%) | 2026-09-01 |
| Russell 2000 futures | 2,933.10 | -25.60 (-0.87%) | 2026-09-01 |
Where the tape closed
S&P 500
7,686.14
-44.85 (-0.58%)
5d +0.15% · 1m +3.34%
Nasdaq Composite
26,370.89
-170.46 (-0.64%)
5d +0.73% · 1m +4.97%
Nasdaq-100
29,456.97
-184.59 (-0.62%)
5d +0.51% · 1m +4.81%
VIX
14.92
+0.41 (+2.83%)
5d +0.19% · 1m -0.69%
The Session
Of the 503 S&P 500 members that printed, 159 rose and 343 fell. Energy led the sector table at +2.06% on an equal-weighted basis and Utilities sat at the bottom at -2.18%. Sandisk (SNDK) rose 5.50% and carried the largest share of the weighted index move. The VIX rose 2.83% to 14.92.
World news
- China Tells Carmakers to Keep Price War Away From Export MarketsBloomberg Markets
- Canada Faces Slower Growth as US Tariffs Add to Economic Costs, KPMG Canada Saysmarketscreener.com
- Royal Bank of Canada (RY) Posts Record Profit as Tariffs Loomfinance.yahoo.com
Sector news breakdown
Information Technology
- CrowdStrike CRWDSPXNDX +5.77%Why CrowdStrike (CRWD) Stock Is Trading Up Today Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) jumped 4.0% in the afternoon session after the company introduced its new Falcon IQ solution at Fal.Con 2026 alongside a series of platform integrations and strategic partnerships. StockStory · Aug 31, 2:06 PM ETWhy CrowdStrike Stock Keeps Going Up New partnerships with AI titans should accelerate the cyber sentry's growth. Motley Fool · Aug 31, 11:55 PM ET
- Strategy Inc MSTRNDX +4.42%Strategy Buys Bitcoin for First Time Since June Strategy, the bitcoin accumulation firm founded by Michael Saylor, said it bought about $370 million worth of the digital currency last week, its first purchase since June. The Wall Street Journal · Aug 31, 9:17 AM ETBitcoin Bulls Rejoice as Strategy Buys $370 Million Worth of Coins Strategy shifted into buying mode last week, snapping up 4,603 bitcoins for about $370 million, according to a company filing. That purchase is its largest since May and follows weeks of leaving its stockpile of the cryptocurrency untouched. Investopedia · Aug 31, 12:04 PM ET
- Micron Technology MUSPXNDX +2.77%Trump Praises Nvidia CEO Jensen Huang On 'Incredible Numbers,' Calls Micron One Of The World's 'Hottest' Companies President Donald Trump on Thursday celebrated wins for the U.S. chip industry, praising Nvidia Corp.‘s robust revenue guidance following strong second-quarter results and Micron Technology Inc.‘s new $10 billion research investment as proof that his policies are drawing in trillions... Benzinga · Aug 31, 7:01 AM ET
- Palo Alto Networks, Inc. PANWSPXNDX -0.19%Palo Alto Networks set to beat fiscal Q4 metrics, guide above consensus Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) is likely to top fiscal fourth-quarter expectations on remaining performance obligations, annual recurring revenue and total revenue, with product growth potentially reaching 18% year-over-year versus consensus, according to Jefferies. Shares have... Proactive · Aug 31, 1:35 PM ETPalo Alto Networks (PANW) Reports Q2: Everything You Need To Know Ahead Of Earnings Cybersecurity platform provider Palo Alto Networks (NASDAQ:PANW) will be reporting earnings this Tuesday after market hours. Here’s what investors should know. StockStory · Aug 30, 11:24 PM ET
- Dell Technologies Inc. DELLSPX -0.05%Dell Poised for Strong Fiscal Q2 Beat, Outlook Raise, BofA Says Dell Technologies (DELL) is expected to deliver a strong beat in fiscal Q2 and raise its fiscal 2027… MT Newswires · Aug 31, 11:22 AM ETCan Dell’s AI Server Business Live Up to Wall Street’s Sky-High Expectations? Dell is scheduled to report second-quarter financial results after the stock market closes on Tuesday. Barrons.com · Sep 1, 3:00 AM ET
Consumer Discretionary
- Tesla, Inc. TSLASPXNDX +5.51%Why Tesla (TSLA) Stock Is Up Today Shares of electric vehicle pioneer Tesla (NASDAQ:TSLA) jumped 4.9% in the afternoon session as investors continued to focus on the long-term potential of the company’s autonomous driving technology. StockStory · Aug 31, 5:48 PM ETTesla Tops S&P 500. Was It Cybercab Buzz, Or Elon Musk's New FSD Tease? Tesla was up more than 5% on Monday, its best day in months, as rumors swirled about a major announcement tied to its Cybercab robotaxi. Investor's Business Daily · Aug 31, 4:34 PM ET
- Amazon AMZNSPXNDX -2.50%Amazon shares fall as FTC sues over alleged advertising price manipulation Amazon.com Inc (NASDAQ:AMZN) shares closed 2.5% lower after the US Federal Trade Commission filed a lawsuit alleging the e-commerce giant manipulated advertising prices on its platform and extracted tens of billions of dollars from businesses over seven years. The case, joined by a bipartisan... Proactive · Aug 31, 10:37 PM ETUS regulator, 22 states accuse Amazon of 'manipulating' ad auctions: lawsuit The US Federal Trade Commission (FTC) and 22 states sued Amazon on Monday for allegedly "manipulating" online auctions for digital advertising, resulting in more than $20 billion in overcharges for 1.2 million customers.Amazon "has secretly and systematically overcharged its approximately 1.2… AFP · Aug 31, 7:06 PM ET
Financials
- Aon plc AONSPX -8.02%Aon Strikes Roughly $17 Billion Deal for Insurance Brokerage USI Aon agreed to buy insurance brokerage USI Insurance from private-equity firm KKR for roughly $17 billion, including debt. The companies unveiled the deal Monday, after The Wall Street Journal reported Sunday the deal was imminent. The Wall Street Journal · Aug 31, 6:51 AM ETAon expands mid-market reach with $17 billion USI deal Aon PLC (NYSE:AON) has agreed to acquire insurance brokerage USI from KKR for $17 billion including debt, the companies said Monday, as Aon expands its reach among medium-sized businesses. USI provides risk management, health insurance and retirement plan services for businesses and... Proactive · Aug 31, 11:17 AM ET
- Coinbase COINSPX +5.31%Coinbase And Webull Join Forces In Canada Cryptocurrency exchange Coinbase Global (NASDAQ: $COIN) has expanded its partnership with online trading platform W... CryptoProwl · Aug 31, 3:55 PM ET
Industrials
- Howmet Aerospace HWMSPX -8.48%Elon Musk’s SpaceX Blade Plan Knocks Howmet As HWM Suffers Steepest Slide In 16 Months Aerospace and industrial gas-turbine engine-products manufacturing is currently concentrated among Howmet, Berkshire Hathaway’s Precision Castparts, Consolidated Precision Products and Doncasters. Stocktwits · Aug 31, 5:16 PM ET
- Deere & Company DESPX +5.18%Why Deere (DE) Stock Is Trading Up Today Shares of agricultural and construction machinery company Deere (NYSE:DE) jumped 3.1% in the afternoon session after Baird analyst Mircea Dobre upgraded the stock from a Neutral rating to Outperform. StockStory · Aug 31, 6:44 PM ETDeere (DE): Baird Sees Upside as Agricultural Recovery Approaches On August 31, Baird upgraded Deere & Company (NYSE:DE) to Outperform from Neutral and raised its price target to $800 from $640, implying meaningful upside from the share price cited in the report. The upgrade is based on an expected improvement in North American agricultural fundamentals in 2027. Insider Monkey · Aug 31, 7:45 PM ET
Energy
- Schlumberger SLBSPX +9.25%SLB Wants In on the AI Data Center Boom. This $4B Deal Could Help. Public backlash against artificial intelligence data centers is real, but investors still like it when companies gain a toehold in the booming business. Barrons.com · Aug 31, 3:22 PM ETSLB to Strengthen Data Center Business with $4.1 Billion Acquisition of Kelvion From Apollo SLB (SLB) agreed to acquire cooling equipment maker Kelvion from Apollo Global Management (APO) in a… MT Newswires · Aug 31, 11:41 AM ET
Utilities
- Edison International EIXSPX -26.74% · PG&E Corporation PCGSPX -20.06%PG&E, Edison Suffer Biggest Stock Drops in Years on California Wildfire Legislation Shares of publicly traded utilities tumbled today after an effort by California Gov. Gavin Newsom to shield the sector from wildfire-related lawsuits was rejected by state lawmakers. California utility PG&E shares tumbled 20%, their biggest drop since the Covid-19 selloff of March 2020. The Wall Street Journal · Aug 31, 5:45 PM ETPG&E shares plunge as California wildfire bill falls short of protections sought PG&E Corp (NYSE:PCG) shares fell more than 19% after California lawmakers advanced wildfire legislation that stopped short of the liability protections utility investors had been seeking. The amended Senate Bill 492 excludes a proposal from Governor Gavin Newsom that would have blocked... Proactive · Aug 31, 11:26 AM ET
Moved more than 3% with no company-specific item clearing the relevance bar: AXON -7.30% · GNRC -6.04% · IRM -5.98% · GEV -5.80% · SNDK +5.50% · BG +4.16%.
The day ahead
Economic calendar
| Time | Release | Impact | Consensus | Previous |
|---|---|---|---|---|
| 10:00 ET | ISM Manufacturing PMI Index | High | — | 55.6 |
| 10:00 ET | JOLTs Job Openings Level | High | — | 7359000.000 |
| 10:00 ET | ISM Manufacturing Employment Level | Medium | — | 52.8 |
| 16:30 ET | API Weekly Crude Oil Stocks | Medium | — | — |
Reporting today
Before the open: MDT (cons. 1.38)
After the close: PANW (cons. 0.51) · DELL (cons. 4.72)
Overnight and across markets
Asia and Europe
| Market | Level | Change | As of |
|---|---|---|---|
| Nikkei 225 | 66,215.34 | -96.59 (-0.15%) | 2026-09-01 |
| Hang Seng | 25,329.73 | -237.26 (-0.93%) | 2026-09-01 |
| Shanghai Composite | 3,979.89 | -6.41 (-0.16%) | 2026-09-01 |
| Euro Stoxx 50 | 6,379.89 | -40.27 (-0.63%) | 2026-09-01 |
| DAX | 25,984.98 | -273.13 (-1.04%) | 2026-09-01 |
| FTSE 100 | 10,786.45 | -6.05 (-0.06%) | 2026-09-01 |
Commodities, currencies and rates
| Market | Level | Change | As of |
|---|---|---|---|
| WTI crude | 88.36 | +2.60 (+3.03%) | 2026-09-01 |
| Gold | 4,411.00 | -20.10 (-0.45%) | 2026-09-01 |
| EUR/USD | 1.1609 | +0.0020 (+0.17%) | 2026-09-01 |
| USD/JPY | 160.01 | -0.11 (-0.07%) | 2026-09-01 |
| US 10-year yield | 4.78% | +0.02 (+0.38%) | 2026-09-01 |
Where the indices sit
Three months of closes, headline indices rebased to 100.
What carried the session
Proxy: dollar-volume share among members that printed, times the move. Not official index weight.
| Ticker | Name | Session | Contribution |
|---|---|---|---|
| SNDKSPXNDX | Sandisk | +5.50% | +37.5 bp |
| TSLASPXNDX | Tesla, Inc. | +5.51% | +23.3 bp |
| MUSPXNDX | Micron Technology | +2.77% | +11.2 bp |
| PCGSPX | PG&E Corporation | -20.06% | -7.7 bp |
| NVDASPXNDX | Nvidia | +1.48% | +7.6 bp |
| EIXSPX | Edison International | -26.74% | -6.7 bp |
| AMZNSPXNDX | Amazon | -2.50% | -5.6 bp |
| CRWDSPXNDX | CrowdStrike | +5.77% | +4.4 bp |
Breadth and sectors
Sector moves equal-weighted across members that printed.
| Sector | Average member move | Members |
|---|---|---|
| Energy | +2.06% | 21 |
| Health Care | -0.36% | 59 |
| Communication Services | -0.51% | 24 |
| Consumer Staples | -0.55% | 34 |
| Financials | -0.62% | 76 |
| Consumer Discretionary | -0.69% | 47 |
| Information Technology | -0.75% | 73 |
| Materials | -0.95% | 25 |
| Real Estate | -0.96% | 30 |
| Industrials | -1.91% | 83 |
| Utilities | -2.18% | 31 |
Largest moves
Risers
| Ticker | Name | Session |
|---|---|---|
| SLBSPX | Schlumberger | +9.25% |
| CRWDSPXNDX | CrowdStrike | +5.77% |
| TSLASPXNDX | Tesla, Inc. | +5.51% |
| SNDKSPXNDX | Sandisk | +5.50% |
| COINSPX | Coinbase | +5.31% |
| DESPX | Deere & Company | +5.18% |
| MSTRNDX | Strategy Inc | +4.42% |
| BGSPX | Bunge Global | +4.16% |
Fallers
| Ticker | Name | Session |
|---|---|---|
| EIXSPX | Edison International | -26.74% |
| PCGSPX | PG&E Corporation | -20.06% |
| HWMSPX | Howmet Aerospace | -8.48% |
| AONSPX | Aon plc | -8.02% |
| AXONSPXNDX | Axon Enterprise | -7.30% |
| GNRCSPX | Generac | -6.04% |
| IRMSPX | Iron Mountain | -5.98% |
| GEVSPX | GE Vernova | -5.80% |
Earnings reported in the session
Beat and miss shown only where consensus and actual are both published.
No universe names in the earnings feed for this session.
Headlines in the session window
Fed and macro
- ISM Manufacturing PMI Index2026-09-01 · High impact
- JOLTs Job Openings Level2026-09-01 · High impact
- ‘This Is an Inflation First Fed Right Now,’ Evercore’s Guha SaysBloomberg Markets
- No rate-hiking map from the Federal Reserveinvesco.com
What to watch
Three universe names on the next earnings calendar (PANW, DELL, MDT) · scheduled US macro: ISM Manufacturing PMI Index (2026-09-01); JOLTs Job Openings Level (2026-09-01).
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