Ambarella reported Q2 FY2027 revenue of $108.1 million and non-GAAP diluted EPS of $0.18, both narrowly above FactSet consensus, while the stock fell 0.77% in the completed reaction session. This analysis examines record edge-AI revenue, margin pressure, Q3 guidance and the levels shaping the September setup.

Workday reported Q2 FY2027 revenue of $2.649 billion and non-GAAP diluted EPS of $2.75, both above consensus, as WDAY rallied 5.76%. This analysis weighs faster AI adoption and raised margin guidance against slower total-backlog growth, weaker free cash flow and a tax-assisted GAAP profit.

Trading in pre-IPO perpetual contracts tied to Anthropic totaled $643 million through Sept. 21 across 12 crypto venues, exceeding the $590 million recorded in August. Open interest linked to Anthropic stood at about $80 million in the September snapshot, with Binance open interest up 88% over 30 days to $31.2 million. After reports suggested the listing timeline may slip beyond the November US midterm elections, Binance’s ANTHROPICUSDT perpetual fell 0.89% to $2,084.

Costco reported Q4 FY2026 total revenue of $95.723 billion and GAAP diluted EPS of $6.75, both above forecasts, before COST rallied 2.93%. This earnings analysis weighs durable comparable-sales and membership growth against tariff-refund quality, heavier investment and the technical repair still required.

SentinelOne reported Q2 FY2027 revenue of $292.0 million and non-GAAP diluted EPS of $0.08, both above FactSet consensus, while ARR reached $1.218 billion. This analysis explains the 5.15% selloff, an in-line Q3 revenue midpoint, the widened GAAP loss and the technical conditions shaping September 2026.

Zscaler reported Q4 FY2026 revenue of $898.2 million and non-GAAP EPS of $1.19, both above FactSet consensus, but shares fell 4.50% in the completed reaction session. This analysis examines ARR deceleration, acquisition contribution, cash-flow pressure, FY2027 guidance and the technical conditions shaping September risk.

A jump in crude oil prices driven by geopolitical conflict has lifted Brent to a monthly gain of about 14%, while WTI breached $106 a barrel for the first time since May. With India importing nearly 90% of its crude, higher prices raise rupee-denominated energy and transport costs, adding pressure to inflation and economic growth. Against this backdrop, shares of refiners and gas firms including IOC, HPCL, BPCL and GAIL rose more than 4% intraday, alongside gains in Petronet LNG and Reliance Industries.

India’s domestic institutional investors have been net buyers of equities for 38 consecutive months since August 2023, bringing total inflows to Rs 20.2 trillion. In 2026 alone, DIIs have already added Rs 6.2 trillion to domestic stocks. Over the same period, foreign institutional investors recorded cumulative outflows of $56 billion, taking their ownership down to a new low of 17%. Across the past 24 months, DII net purchases hit a record $177 billion—23% higher than the prior eight-year cumulative—helping offset persistent foreign selling pressure.