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The week in U.S. Business and Markets
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Dell’s surging AI-server revenue and $95 billion backlog provided hard evidence of data-center demand, while Broadcom’s weaker near-term forecast and muted stock reactions showed that strong results no longer guarantee investor approval. Microsoft’s reporting changes and Credo’s selloff further shifted attention toward measurable growth, execution, and acceleration.
A late-August Dow selloff broadened into a market decline as rising oil prices and bond yields revived inflation concerns, especially for technology shares. The August jobs gain then renewed rate fears, with the increase concentrated in a narrow set of sectors despite steady unemployment.
The FTC and 22 states brought a case alleging that Amazon manipulated ad auctions and imposed hidden charges on businesses. The repeated focus turned a legal complaint into a direct threat to a fast-growing, high-margin advertising operation and its pricing practices.
Private-credit portfolios stabilized broadly, but software-loan markdowns and rising non-accruals kept losses in view. A separate Jefferies-linked fund exposure to alleged invoice fraud added pressure on underwriting, collateral checks, and concentration controls.
Uber’s plan to eliminate 3,300 jobs removes management layers and redirects resources toward robotaxis, rides, and delivery. The restructuring makes autonomous vehicles a clearer test of whether the company’s future mobility investments can produce returns.
Lululemon cut its full-year outlook twice during the period, triggering a selloff of as much as 20%. Weaker sales, narrower margins, heavier promotions, and sharper competition shifted the recovery from a short-term fix toward a potentially multiyear product overhaul.
The SEC’s case against Institutional Shareholder Services moved its inquiry from subpoena enforcement into court action. The following day’s framing placed the suit within broader administration scrutiny of proxy advisers and their influence over shareholder votes.
As mortgage rates climbed from 6.02% toward the 7% threshold, some buyers turned to adjustable-rate loans to reduce initial payments while more households remained renters. The shift supports rental demand but increases exposure to future payment shocks and keeps housing transactions under pressure.
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