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Today is Thursday, September 4, 2025.

The Early Bird Index today is 90.31

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AEO's Sydney Sweeney Success

Investors of American Eagle Outfitters $AEO ( ▲ 37.96% ) haven’t had a lot to cheer about this year as the stock was down 20%, but it surged 24.74% in after-hours trading on Wednesday following the company’s good financial earnings results.

Financials: American Eagle Outfitters reported earnings of 45 cents per share and revenue of $1.28 billion. Both were better than expected.

Quote: “Fueled by stronger product offerings and the success of recent marketing campaigns with Sydney Sweeney and Travis Kelce, we have seen an uptick in customer awareness, engagement and comparable sales.” - CEO Jay Schottenstein.

Early Bird’s Nest Egg Gains: The Sydney Sweeney and Travis Kelce campaigns have provided unprecedented new customer acquisition, substantial social engagement, and proved American Eagle’s capacity to harness celebrity partnerships for both immediate sales surges and brand revitalization.

Final Thoughts: The company also brought back its financial outlook on Wednesday, which investors praised.

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Notables

Notable Earnings Today: Broadcom (Nasdaq: AVGO), 1-800-FLOWERS (Nasdaq: FLWS), Lululemon Athletica (Nasdaq: LULU), DocuSign (Nasdaq: DOCU), Zumiez (Nasdaq: ZUMZ), UiPath (NYSE: PATH), Samsara (NYSE: IOT), Braze (Nasdaq: BRZE), Smith & Wesson Brands (Nasdaq: SWBI), Science Applications (Nasdaq: SAIC), Endava (NYSE: DAVA), ServiceTitan (Nasdaq: TTAN), G-III Apparel (Nasdaq: GIII), Shoe Carnival (Nasdaq: SCVL), Toro (NYSE: TTC), Brady (NYSE: BRC), Copart (Nasdaq: CPRT), Ciena (NYSE: CIEN), Caleres (NYSE: CAL), Guidewire Software (NYSE: GWRE), America’s Car-Mart (Nasdaq: CRMT), Argan (NYSE: AGX), Duluth Holdings (Nasdaq: DLTH), Phreesia (NYSE: PHR).

Notable IPOs Today: FG Holdings Limited Class A Ordinary Shares (Nasdaq: FGO), GSR IV Acquisition Corp. Units (Nasdaq: GSRFU).

Notable Equity Crowdfunding Campaigns Ending Today: Patriot Hard Seltzer (Wefunder), Industry (SMBX), Sweet Sosumba (Honeycomb).

Notable Economic Events Today: ADP Nonfarm Employment Change (8:15 a.m. ET), Jobless Claims (8:30 a.m. ET), Trade Balance / Imports / Exports (8:30 a.m. ET), U.S. Nonfarm Productivity (8:30 a.m. ET), S&P Global Services PMI (9:45 a.m. ET), S&P Global Composite PMI (9:45 a.m. ET), ISM Non-Manufacturing PMI / Prices / Employment (8:30 a.m. ET), Crude Oil Inventories (12:00 p.m. ET), Fed's Balance Sheet (4:30 p.m. ET).

Salesforce Posts Weak Outlook

Despite posting good financial earnings results on Wednesday, Salesforce $CRM ( ▼ 4.85% ) fell 5.58% in after-hours trading.

Financials: Salesforce reported earnings of $2.91 per share and revenue of $10.2 billion in the past quarter. Both were better than expected.

Outlook: The problem was the revenue guidance. Salesforce expects revenue in the current quarter to be between $10.24 billion and $10.29 billion, which was lower than what analysts predicted.

Final Thoughts: Salesforce was already down 22% this year.

C3.ai Reports Disappointing Results

C3.ai $AI ( ▼ 7.31% ) fell 10.85% in after-hours trading on Wednesday after the company reported bad financial results.

Financials: C3.ai reported a loss of 37 cents per share and revenue of $70.3 million in the past quarter. Both were lower than expected.

Final Thoughts: The stock has lost over half its value in 2025.

Trends to Watch

Going Long: Solana Outperforms Bitcoin; Possibly Poised to Follow Ether's Recent 200% Rally, Says Analyst (CoinDesk)

Bad First Time: Figma’s stock plunges after company’s first earnings report since IPO (CNBC)

Shipping Pain: Amazon Pares Back Free Shipping Perk on Prime Membership (New York Times)

Help (Wanted): US labor market softening as job openings hit 10-month low, hiring remains tepid (Reuters)

Still Rallying: ETH derivatives turn bullish even as spot Ether ETF sees $300M outflow (Cointelegraph)

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_{The contents of Early Bird are intended for informational and entertainment purposes only. They do not constitute trade or investment recommendations, and they are not financial or legal advice. Readers are encouraged to consult licensed professionals for personalized guidance regarding their financial or legal situations.}