What are today's top business/market headlines?

The top business and stock market headlines for today, Friday, September 11, 2026, feature highly anticipated economic data, blockbuster tech earnings, and key regulatory shifts:

1. Macroeconomics & Global Markets

•Highly Anticipated August CPI Release Today: Wall Street is on edge ahead of the release of the U.S. Consumer Price Index (CPI) for August later today. It represents the final major inflation reading the Federal Open Market Committee (FOMC) will see before its September 15–16 policy meeting. Following a robust August jobs report, the probability of a 25-basis-point interest rate hike has risen to over 58%. A hotter-than-expected core CPI could solidify a rate hike, while a cooler print may offer relief to a volatile market.

•Oil Prices Surge Past $100 Amid Geopolitical Tensions: Concerns over the conflict involving Iran have pushed Brent crude oil prices back above $100 a barrel. This energy surge has fueled global inflation anxieties and dragged down major stock indices (S&P 500, Nasdaq, and Dow) in recent sessions.

•ECB Raises Rates to 2.5%: Reacting to rising energy costs and sticky inflation linked to geopolitical headwinds, the European Central Bank raised its key deposit rate yesterday by 25 basis points to 2.5%, a move that was fully priced in by markets but underscores global monetary tightening.

2. Major Tech Earnings

•Oracle (NYSE: ORCL) Skyrockets on Triple-Digit Cloud Growth: Oracle reported stellar fiscal Q1 earnings yesterday evening, posting revenues of $19.3 billion (a 30% year-over-year jump). The massive beat was led by its Cloud Infrastructure (IaaS) business, which surged 121% as the company rapidly expands its datacenter footprint to capture AI demand. Adjusted EPS came in at $1.92, well ahead of the $1.74 consensus.

•Adobe (NASDAQ: ADBE) Beats on AI Monetization, Announces New CEO: Adobe reported record Q3 revenue of $6.76 billion (up 13% YoY) and adjusted EPS of $6.13, beating Wall Street expectations. Its AI-first annualized recurring revenue (ARR) surged over 150% YoY, proving its generative AI integrations are converting to subscription revenue. In a major announcement, long-time CEO Shantanu Narayen announced that Anil Chakravarthy will succeed him as President and CEO starting December 1, 2026.

3. Corporate News & Pre-Market Movers

•Kroger (NYSE: KR) Reporting Q2 Earnings Pre-Market: Grocery giant Kroger is set to release its Q2 results this morning before the opening bell. Analysts are expecting adjusted EPS of $1.05 and revenue of approximately $34.56–$34.68 billion. Investors will be watching closely to see how Kroger’s margins hold up as value-conscious consumers trade down in a highly competitive pricing environment against Walmart and Costco.

•M&A Activity: Auto-remarketing giant Copart (NASDAQ: CPRT) announced it is acquiring ACV to expand its vehicle remarketing ecosystem.

4. Regulatory Milestones

•EU Cyber Resilience Act (CRA) Mandates Take Effect Today: Starting today, September 11, 2026, hardware and software manufacturers selling connected devices in the European Union face a strict new 24-hour reporting mandate. Companies must report any actively exploited product vulnerabilities to ENISA and national cyber security teams within 24 hours of discovery. Many hardware manufacturers have scrambled in recent weeks to update their product security and software supply chains to ensure compliance.

Citations (12)

1fool.comCommercial contentquality 0.84
fool.com
Backs: “Macroeconomics & Global Markets. Highly Anticipated August CPI Release Today: Wall Street is on edge ahead of the release of the U.S. Consumer Price Index (CPI) for August later today.”
evidence, article. Claim: August CPI release is due today, with Wall Street on edge ahead of the final major inflation reading before the FOMC meeting.
2thestreet.comNews and mediaquality 0.82
thestreet.com
Backs: “Oil Prices Surge Past $100 Amid Geopolitical Tensions: Concerns over the conflict involving Iran have pushed Brent crude oil prices back above $100 a barrel. This energy surge has fueled global inflation anxieties and dragged down major stock indices (S&P 500, Nasdaq, and Dow) in recent sessions.”
evidence, article. Claim: Iran-related conflict concerns pushed Brent crude back above $100 a barrel.
3oracle.comCompanies
oracle.com
Backs: “Major Tech Earnings. Oracle (NYSE: ORCL) Skyrockets on Triple-Digit Cloud Growth: Oracle reported stellar fiscal Q1 earnings yesterday evening, posting revenues of $19.3 billion (a 30% year-over-year jump). The massive beat was led by its Cloud Infrastructure (IaaS) business, which surged 121% as the company rapidly…”
statistic, official document. Claim: Oracle reported fiscal Q1 revenue of $19.3 billion, up 30% year over year, led by cloud infrastructure growth.
4zacks.comData and tools
zacks.com
Backs: “Adjusted EPS came in at $1.92, well ahead of the $1.74 consensus. Adobe (NASDAQ: ADBE) Beats on AI Monetization, Announces New CEO: Adobe reported record Q3 revenue of $6.76 billion (up 13% YoY) and adjusted EPS of $6.13, beating Wall Street expectations.”
statistic, article. Claim: Oracle adjusted EPS of $1.92 beat the $1.74 consensus.
5kvue.comNews and mediaquality 0.77
kvue.com
Backs: “Adjusted EPS came in at $1.92, well ahead of the $1.74 consensus. Adobe (NASDAQ: ADBE) Beats on AI Monetization, Announces New CEO: Adobe reported record Q3 revenue of $6.76 billion (up 13% YoY) and adjusted EPS of $6.13, beating Wall Street expectations.”
statistic, article. Claim: Oracle adjusted EPS of $1.92 beat the $1.74 consensus.
6investing.comNews and mediaquality 0.54
investing.com
Backs: “Adobe (NASDAQ: ADBE) Beats on AI Monetization, Announces New CEO: Adobe reported record Q3 revenue of $6.76 billion (up 13% YoY) and adjusted EPS of $6.13, beating Wall Street expectations. Its AI-first annualized recurring revenue (ARR) surged over 150% YoY, proving its generative AI integrations are converting to…”
statistic, article. Claim: Adobe reported record Q3 revenue of $6.76 billion, up 13%, and adjusted EPS of $6.13, beating expectations.
7247wallst.comNews and mediaquality 0.87
247wallst.com
Backs: “Its AI-first annualized recurring revenue (ARR) surged over 150% YoY, proving its generative AI integrations are converting to subscription revenue. In a major announcement, long-time CEO Shantanu Narayen announced that Anil Chakravarthy will succeed him as President and CEO starting December 1, 2026.”
statistic, article. Claim: Adobe's AI-first annualized recurring revenue surged over 150% year over year.
8barchart.comData and tools
barchart.com
Backs: “Corporate News & Pre-Market Movers. Kroger (NYSE: KR) Reporting Q2 Earnings Pre-Market: Grocery giant Kroger is set to release its Q2 results this morning before the opening bell. Analysts are expecting adjusted EPS of $1.05 and revenue of approximately $34.56–$34.68 billion.”
evidence, article. Claim: Kroger is set to report Q2 results before the opening bell this morning.
9alphastreet.comNews and media
alphastreet.com
Backs: “Analysts are expecting adjusted EPS of $1.05 and revenue of approximately $34.56–$34.68 billion. Investors will be watching closely to see how Kroger’s margins hold up as value-conscious consumers trade down in a highly competitive pricing environment against Walmart and Costco.”
statistic, article. Claim: Analysts expect Kroger adjusted EPS of $1.05 and revenue of about $34.56-$34.68 billion.
10tradingview.comData and tools
tradingview.com
Backs: “Investors will be watching closely to see how Kroger’s margins hold up as value-conscious consumers trade down in a highly competitive pricing environment against Walmart and Costco. M&A Activity: Auto-remarketing giant Copart (NASDAQ: CPRT) announced it is acquiring ACV to expand its vehicle remarketing ecosystem.”
evidence, article. Claim: Investors are watching Kroger's margins as value-conscious consumers trade down amid competition from Walmart and Costco.
11stocktitan.netData and tools
stocktitan.net
Backs: “M&A Activity: Auto-remarketing giant Copart (NASDAQ: CPRT) announced it is acquiring ACV to expand its vehicle remarketing ecosystem. 4.”
evidence, article. Claim: Copart announced it is acquiring ACV to expand its vehicle remarketing ecosystem.
12businesswire.comNews and media
businesswire.com
Backs: “Regulatory Milestones. EU Cyber Resilience Act (CRA) Mandates Take Effect Today: Starting today, September 11, 2026, hardware and software manufacturers selling connected devices in the European Union face a strict new 24-hour reporting mandate. Companies must report any actively exploited product vulnerabilities to…”
evidence, article. Claim: EU Cyber Resilience Act 24-hour vulnerability reporting mandate takes effect today, September 11, 2026.