$CRCL: Circle Internet Group is lower as CFO Jeremy Fox-Geen plans to step down, adding leadership uncertainty after consecutive revenue shortfalls. A new USDC collaboration with Volante expands Circle’s potential reach into major banks, but adoption remains the key test. briefing.com/story-stocks/ar… #circle #volante #USDC #crypto #banks #blockchain #stocks #investing

$MDB: MongoDB is plunging after CEO CJ Desai abruptly left for $META, triggering MongoDB’s second CEO transition in less than a year. Guidance was reaffirmed, and former CEO Dev Ittycheria is back on an interim basis, but leadership uncertainty is overshadowing strong operating momentum. briefing.com/story-stocks/ar… #MDB #META #AI #Software #Cloud #stocks #investing #storystocks

$SPX: The S&P 500 is up in September, but most of the stock market isn’t. The equal-weighted S&P is down 3.8%, the Russell 2000 is down 4.0%, and 8 of 11 sectors are lower as surging Treasury yields expose increasingly narrow leadership. Read the latest Big Picture: briefing.com/in-depth-analys… $RUT $TNX $MGK $XSD $DJIA $META #TreasuryYields #InterestRates #inflation #stocks #stockmarket #TheBigPicture

$PEP: PepsiCo downgraded to Hold from Buy at Deutsche Bank, tgt $138 briefing.com/calendars/updow…

$RCL: Royal Caribbean Cruises upgraded to Buy from Hold at Deutsche Bank, tgt $330 briefing.com/calendars/updow…

$MNOV: MediciNova (-10.8%) reported mixed Phase 2 MN-001 data, with Week 24 triglyceride reduction and liver fat improvements not reaching significance.

$AMPX: Amprius Technologies (+11.5%) received a $75 million U.S. government grant to retrofit a domestic EV battery line for drone cells.

$GFI: Gold Fields Limited (-13.5%) confirmed that Northern Star rejected further discussions on a proposed combination estimated to generate $4-5 billion in synergies.

$SRFM: Surf Air Mobility (+7.7%) was selected as a participating airspace user in the FAA's SMART Program.

$KOD: Kodiak Sciences (+63.4%) reported Zenkuda and tabirafusp-ted met Phase 3 DAYBREAK primary endpoints in wet AMD, with a Zenkuda BLA planned.

Gapping up: $KOD +60.4% $HBAR +23.9% $AMPX +11.9% $BUR +7% Gapping down: $GFI -13.7% $MNOV -10.8% $CDE -5.9% $SNOW -3.5%

$KODK: Eastman Kodak joins our VALUE rankings this week as its multi-year turnaround gains traction. Four straight quarters of improving results, a stronger balance sheet, and growth in Advanced Materials & Chemicals are broadening the story beyond restructuring. See our latest Top 50 rankings and analysis: briefing.com/todays-free-fea… $DSP $MAX $STRA $XYZ $SPX #Kodak #ValueInvesting #valuestocks #value #Stocks #StockIdeas #relativestrength #investing #TodaysFreeFeature

$AKAM: Akamai Tech is soaring after Anthropic committed $11.6 bln over seven years to its distributed AI infrastructure, with potential commitments reaching $20 bln. The deal strongly validates Akamai’s cloud strategy, but it requires significant upfront investment before revenue ramps up. briefing.com/story-stocks/ar… #AKAM #AI #Cloud #DataCenters #anthropic #tech #stocks #investing

$COST: Costco is higher after a Q4 beat as resilient demand and improving underlying profitability outweighed slower membership growth. Adjusted comps rose 6.7%, digital comps jumped nearly 20%, and renewal rates improved. briefing.com/story-stocks/ar… #Costco #wholesale #Earnings #comps #Retail #Consumer #stocks

The S&P 500 is barely changed this month, but that masks significant weakness beneath the surface. With the 10-yr yield up 44 bps to 5.18%, small caps, mid-caps, and 9 of 11 S&P sectors are lower, even as mega-cap tech and semiconductors hold up the index. briefing.com/page-one?utm_ca… $SPX $SPY $QQQ $DIA $TNX $IWM $MGK $SMH $USO #TreasuryYields #MarketBreadth #semiconductors #oil #stocks #bonds #StockMarket #premarket #analysis #pageone

$NKE: NIKE downgraded to Underperform from Neutral at BofA, tgt $30 briefing.com/calendars/updow…

$SNPS: Synopsys upgraded to Buy from Hold at HSBC, tgt $700 briefing.com/calendars/updow…