Dave & Buster's is set to report Q2 results after the Sept. 14 close, with consensus EPS of 0.19 and about $557M in revenue—down from 0.40 per share last year but roughly flat revenue. The COO appointment could influence execution, and with shares near $8, near-term moves will hinge on guidance and how analysts digest results.
The Houthi capture of Mokha increases pressure around the Bab el-Mandeb chokepoint, raising the risk of disruptions to Red Sea shipping and global oil flows. With flows through Hormuz already fragile, oil price volatility and energy-sector momentum could weigh on the S&P 500 in the near term, depending on supply diversification and diplomatic developments.
The IEA again downgrades Russia's oil production outlook amid Ukrainian drone strikes on energy infrastructure. This signals tighter global supply and could push Brent higher in the near term if disruption persists, potentially supporting energy equities. Geopolitical risk remains a key variable for price behavior and valuations.
Australian stocks finished Friday at a two-month low as mining names fell on softer commodity prices, with BHP leading losses. A week-long jump in oil prices fueled inflation fears and kept risk assets on edge. The spillover could temper appetite for cyclicals and put downward pressure on S&P 500 components tied to energy and materials in the near term.
Adobe posted a solid Q3 FY2026 beat on EPS and revenue, yet shares declined after hours, signaling mixed sentiment about the outlook. Investors will be watching FY27 guidance and AI monetization visibility to determine near-term direction. The key catalyst is clearer guidance on AI-driven monetization and product trajectory.
SpaceX CFO Bret Johnsen described a fresh compute hosting agreement adding roughly $1.11B of monthly ARR from December, pushing the path toward $100B ARR by year end. The company also cites ARR of over $13B toward that goal and maintains compute ties with Alphabet and Anthropic, while Starlink upgrades and nearby Starbase Louisiana pricing could lift subscriber growth. SPCX traded higher on the news, reflecting improved revenue visibility and margin potential from compute scale.