India’s sugar industry has lowered its 2025-26 sugar production estimate to 31 million tonnes from nearly 35 million tonnes, citing weaker sugarcane output and the diversion of more than 3 million tonnes of cane to ethanol. E20 petrol—containing 20% ethanol—is set to become the nationwide standard from 1 April 2026, keeping ethanol demand elevated. Grain ethanol producers say maize-based ethanol demand could rise by 40-50% next year if rice supplies are unchanged, potentially tightening supplies for poultry feed.

OpenAI is in talks with investors about a new funding round that would value the company at $1.2 trillion. CEO Sam Altman has said safety concerns make this a poor moment to go public and that the company does not feel pressure to do so. OpenAI raised $122 billion in March at a valuation of $852 billion.

The Federal Reserve, Bank of England and Bank of Japan are wrestling this week with how to set interest rates when inflation is being pushed around by factors outside their control. Markets overwhelmingly expect the Fed to raise rates by 25bp, but a 5.9% jump in wireless telephone services prices in August has revived the kind of policy debate seen in 2017. The Bank of England is expected to slow the pace of quantitative tightening, while Brent crude has moved back above $100 amid intensifying conflict around Hormuz that has included a drone hit on Saudi Arabia’s EastWest pipeline and continuing threats to commercial shipping.

Planet Labs reported Q2 FY2027 results led by $116.1M Record Revenue, and PL shares fell 1.25% in the completed reaction session. This analysis separates reported earnings from financial guidance, explains the catalyst, and maps verified three-month support and resistance.

Texas Instruments reported Q2 FY2026 results led by $5.46B Revenue Beat, and TXN shares fell 3.13% in the completed reaction session. This analysis separates reported earnings from financial guidance, explains the catalyst, and maps verified three-month support and resistance.

NuScale Power reported Q2 FY2026 results led by $75K Revenue Collapse, and SMR shares rose 0.96% in the completed reaction session. This analysis separates reported earnings from financial guidance, explains the catalyst, and maps verified three-month support and resistance.

Uber Technologies reported Q2 FY2026 results led by $14.2B Revenue Miss, and UBER shares fell 5.29% in the completed reaction session. This analysis separates reported earnings from financial guidance, explains the catalyst, and maps verified three-month support and resistance.

Fermi America reported Q2 FY2026 results led by $25.8M Net Loss, and FRMI shares fell 13.16% in the completed reaction session. This analysis separates reported earnings from financial guidance, explains the catalyst, and maps verified three-month support and resistance.