Market intelligence
Fast, evidence-led coverage of the companies and events moving global markets.
The industrial logic won an early vote. The financing did not. Flex has fixed the purchase price while leaving its future mix of debt and new equity open.
All coverage
NEW YORK, September 5, 2026, 4:40 a.m. EDT — Datavault AI Inc. fell 24.9% Friday to $0.2041, deepening its Nasdaq listing problem. The session…
DVLT session range and closing move, U.S. dollars
Market close at . Source: Yahoo Finance. Share-turnover ratio calculated by TS2.
Common shares outstanding; August figure is the latest company disclosure
Sources: Datavault’s second-quarter 10-Q, May prospectus, NYIAX closing filing and August financing filing.
2026 revenue bridge, U.S. dollars; management target remains forward-looking
Source: Datavault’s August 19 results release. Target arithmetic by TS2; acquisitions may change the reporting base.
NEW YORK, September 5, 2026, 4:12 a.m. EDT — NIO Inc. has lost 10.2% since its results-day eve. Friday’s $3.80 close says investors want…
NIO daily closes, August 26 through September 4, U.S. dollars
Close at . Source: Yahoo Finance. Percent change calculated by TS2.
Vehicle deliveries; third-quarter outlook remains preliminary
Source: NIO’s September 1 results. Arithmetic by TS2.
Unaudited second-quarter figures, renminbi unless noted
Source: NIO Q2 2026 unaudited results.
NEW YORK, September 5, 2026, 3:48 a.m. EDT — SK hynix Inc. jumped 8.1% to $177 on Friday. That left its U.S. depositary shares…
SKHY daily closes, August 28 through September 4, U.S. dollars
Friday close at . Source: Yahoo Finance. Prices are unadjusted daily closes.
Friday closes and the same-day dollar-won rate
Sources: SK hynix SEC prospectus, Seoul price history, USD/KRW history and SKHY history. Arithmetic by TS2.
Illustrative equity values using 730.49 million issued common shares
Sources: SK hynix August 19 Form 6-K and Friday market data cited above. Dollar figures and multiples are TS2 calculations.
NEW YORK, September 5, 2026, 3:42 a.m. EDT — The Trade Desk, Inc. closed Friday at $14.43, down 4.4%. The ad-buying platform disclosed plans…
TTD daily closes, August 28 through September 4, dollars per share
Friday close at . Source: Yahoo Finance. Prices are unadjusted daily closes.
Restructuring scale compared with the latest reported business figures
Sources: The Trade Desk September 4 Form 8-K, 2025 Form 10-K and second-quarter results. Percentages are TS2 calculations.
Second-quarter 2026 versus second-quarter 2025
Source: The Trade Desk second-quarter results release. Adjusted EBITDA is non-GAAP. Sequential comparison is a TS2 calculation.
NEW YORK, September 5, 2026, 3:10 a.m. EDT — Blue Owl Capital Inc. closed Friday at $11.75, down 0.8%. Bloomberg reported the firm was…
OWL daily closes, August 5 through September 4, dollars per share
Friday close at . Source: Yahoo Finance. Prices are unadjusted daily closes.
Reported REIT seed compared with Blue Owl’s June 30 assets under management
Sources: Bloomberg report and Blue Owl’s second-quarter Form 10-Q. Percentages are TS2 calculations.
Second-quarter 2026 versus second-quarter 2025, non-GAAP measures
Source: Blue Owl Form 10-Q. FRE means fee-related earnings; growth rates are TS2 calculations.
BRUSSELS, September 5, 2026, 8:50 a.m. CEST — BNB traded near $726.58 Saturday, up 0.8% in 24 hours. The muted move contrasts with a…
One daily observation, dollars per token
Price at . Source: CoinGecko. Daily observations use hourly market data nearest 7:00 a.m. UTC.
TS2 review of ESMA’s August 21 interim MiCA files
Source: ESMA Interim MiCA Register. Counts remove duplicate legal names and are TS2 calculations.
Late-August trading share and current BNB market measures
Market-share data from Kaiko cited by Bloomberg. BNB measures from CoinGecko at 6:46:40 a.m. UTC.
VANCOUVER, British Columbia, September 4, 2026, 11:30 p.m. PDT — Lululemon Athletica Inc. closed 17.4% lower Friday. A $134.5 million tariff refund had made…
Lululemon closing prices, dollars per share
Prices through the . Source: Nasdaq historical data.
Reported figures versus TS2 calculations excluding the IEEPA tariff refund
The calculated underlying margin was 360 basis points below last year’s 58.5%.
The refund and related interest supplied 29.5% of reported quarterly EPS.
Source: Lululemon second-quarter results. Ex-refund figures and percentages calculated by TS2.
Guidance midpoints compared with prevailing analyst estimates
Sources: company guidance and consensus estimates reported by Investing.com. Midpoints and gaps calculated by TS2.
CAMBRIDGE, Massachusetts, September 5, 2026, 2:15 a.m. EDT — Intellia Therapeutics shares barely moved after the gene-editing company unveiled a $400 million credit facility.…
Intellia closing prices, dollars per share
Prices through the . Source: Nasdaq historical data. U.S. equities are closed for the Labor Day weekend.
Share of the advertised $400 million facility
Source: Intellia’s September 4 Form 8-K. Percentages calculated by TS2.
Balance-sheet and financing measures
Sources: Intellia’s second-quarter Form 10-Q and the September 4 Form 8-K. Ratios calculated by TS2.
OAKLAND, California, September 4, 2026, 10:57 p.m. PDT — PG&E Corporation shares rose 2.4% Friday to $14.30. The rebound still leaves the stock 20.3%…
PG&E closing prices, dollars per share
Price and volume through the . Source: Yahoo Finance market data. U.S. equities are closed for the weekend.
PG&E’s 2027 capital plan, billions of dollars
Sources: PG&E’s Sept. 2 investor update and Reuters. Percentages are TS2 calculations.
Reported investor expectations versus PG&E’s announcement
Analyst expectations reported by S&P Global Market Intelligence. Earnings consensus reported by Reuters. Multiple calculated by TS2.
LONDON, Sept. 5, 2026, 6:35 a.m. BST — U.S. crude settled at $91.48 Friday, capping a 9.7% weekly gain. OPEC+ meets Sunday with no…
October WTI futures, dollars per barrel
Price data through the . Sources: Yahoo Finance futures data and Bloomberg settlement report. Futures are closed for the weekend.
Official monthly target additions, thousand barrels per day
Source: OPEC’s Aug. 2 production decision. TS2 calculations use OPEC’s rounded country allocations.
NEW YORK, Sept. 5, 2026, 1:12 a.m. EDT — PayPal Holdings shares fell 3.3% Friday. The stock now sits 9.2% below the abandoned $60.50…
PayPal regular-session range, Sept. 4
Price and volume as of the . Source: Yahoo Finance market data. U.S. equities are closed for the weekend.
Workforce reference and company savings targets
Sources: PayPal statement reported by Reuters, 2025 Form 10-K and second-quarter Form 10-Q. The 0.9% figure is a comparison with year-end global staffing, not a current company total.
Second quarter of 2026 versus a year earlier
Sources: PayPal second-quarter earnings release and Sept. 4 market data. Company figures are reported values; percentages may not add because of rounding.
NEW YORK, Sept. 5, 2026, 12:48 a.m. EDT — USA Rare Earth briefly gained 8.8% Friday, then closed lower. The reversal came as investors…
USAR regular-session OHLC, Friday, Sept. 4
Price and volume as of the . Source: Yahoo Finance market data. The market is closed for the weekend.
Pro forma EPS denominator comparison and merger-share restrictions
Sources: USAR pro forma financials and Sept. 4 Form 8-K. Figures cover the six months ended June 30, 2026.
Unaudited pro forma results and company production targets
Sources: unaudited pro forma filing and company merger-completion release. Production figures are company targets, not realized output.
PropTrack, part of REA Group, reported a 0.3% monthly drop; Cotality measured a 1.4% slide. Their peak-to-current estimates also differ: 4.9% against 7.1%.
August 2026 change in dwelling prices, percent
Data cover August and were available by . Sources: PropTrack Home Price Index and Cotality Home Value Index. The providers use separate data and models, so their levels are not interchangeable.
Cotality’s latest demand and inventory measures
Source: Cotality, Sept. 1, 2026. Listings cover the four weeks through Aug. 30.
Latest available national readings
Sources: Reserve Bank of Australia, Australian Bureau of Statistics and Cotality August chart pack. Loan figures are seasonally adjusted and exclude refinancing.
NEW YORK, Sept. 5, 2026, 12:08 a.m. EDT — BorgWarner reaffirmed a closely watched AI infrastructure power target after Friday’s closing bell. The company…
Friday intraday price, U.S. dollars, sampled every 30 minutes
Close as of . Source: Yahoo Finance market data. The $65.96 figure was the last recorded extended-hours trade near 8:00 p.m.; thin after-hours prints can be noisy.
Management targets and TS2 calculations; dollars refer to sales
Sources: BorgWarner’s Sept. 4 Form 8-K, its TurboCell announcement and second-quarter guidance. The 2.12% ratio uses $300 million and the $14.15 billion guide midpoint.
Published 12-month targets versus Friday’s $67.54 close
Source: S&P Global analyst data compiled by StockAnalysis, last updated Aug. 31, 2026. Targets range from $62 to $95. They predate Friday’s 8-K and are opinions, not forecasts from BorgWarner.
