Today is Thursday, September 10, 2026.

The Early Bird Index today is 87.97.

New to this newsletter? Sign up here

American Eagle Outfitters $AEO ( ▼ 1.92% ) plunged 10.60% in after-hours trading on Wednesday, even though the clothing and accessories retailer posted good financial results.

Financials: American Eagle Outfitters reported earnings of 79 cents per share in the past quarter and revenue of $1.4 billion. Both were better than expected.

Details: Revenue jumped 8%. Two brands, Aerie and OFFLINE, increased revenue by 25%, including 19% comparable sales growth.

Also: Earnings were boosted by a $196 million tariff refund.

Powering the Story: The core American Eagle brand struggled during the period. American Eagle comparable sales fell 1%. Merchandise margins suffered.

Early Bird’s Nest Egg Gains: American Eagle’s namesake brand is struggling mainly because its core women’s denim and seasonal assortments haven’t resonated as well with shoppers, while Aerie (including OFFLINE) is benefiting from stronger product momentum, broader category appeal, and a clearer brand story.

Final Thoughts: The stock was already down 35.93% this year.

Home furniture brand Blu Dot blew up on CTV with help from Roku Ads Manager. Here’s how:

After a test campaign reached 211,000 households and achieved 1,010% ROAS, the brand went all in to promote its annual sales event. It removed age and income constraints to expand reach and shifted budget to custom audiences and retargeting, where intent was strongest.

The results speak for themselves. As Blu Dot increased their investment by 10x, ROAS jumped to 2,308% and more page-view conversions surpassed 50,000.

“For CTV campaigns, Roku has been a top performer,” said Claire Folkestad, Paid Media Strategist, Blu Dot. “Comping to our other platforms, we have seen really strong ROAS… and highly efficient CPMs, lower than any other CTV partner we've worked with.”

Using Roku Ads Manager, the campaign moved from a pilot to a permanent performance engine for the brand.

Learn More

Notable Earnings Today: Macy's (NYSE: M), Adobe (Nasdaq: ADBE), Oracle (NYSE: ORCL), RH (NYSE: RH), MasterCraft (Nasdaq: MCFT), Descartes (Nasdaq: DSGX), Copart (Nasdaq: CPRT), Shoe Station Group (Nasdaq: SHOE), Lovesac (Nasdaq: LOVE), Reformation (NYSE: REF), Zumiez (Nasdaq: ZUMZ), 1-800-FLOWERS.COM (Nasdaq: FLWS), Alliance Entertainment Holding (Nasdaq: AENT), Designer Brands (NYSE: DBI), LightPath Technologies (Nasdaq: LPTH), Vince Holding (Nasdaq: VNCE).

Notable IPOs Today: B&R Technology Merger Corp. Class A Ordinary Shares (Nasdaq: BRTM), Stewards Inc Common Stock (Nasdaq: SWRD).

Notable Equity Crowdfunding Campaigns Ending Today: N/A.

Notable Economic Events Today: Producer Price Index / Core PPI (8:30 a.m. ET), Jobless Claims (8:30 a.m. ET), Existing Home Sales (10:00 a.m. ET), Crude Oil Inventories (12:00 p.m. ET), Fed's Balance Sheet (4:30 p.m. ET).

AeroVironment $AVAV ( ▼ 5.36% ) jumped 3.87% in after-hours trading on Wednesday after the defense technology company posted good financial results.

Financials: AeroVironment reported earnings of 59 cents per share in the past quarter and revenue of $480.5 million. Both were better than expected.

Powering the Story: The company’s funded backlog jumped 37% to $1.5 billion, a new record.

Final Thoughts: The stock has struggled in 2026 with a 45.04% decline. It still has a long way to go before returning to its all-time high price last year.

The price of the cryptocurrency Dogecoin $DOGE ( ▼ 5.75% ) fell about 5% on Wednesday, marking a setback for the popular meme coin.

Final Thoughts: Dogecoin’s price was up nearly 30% in the past 30 days for one of its best periods of 2026. It is still down about 24% this year.

iFoldable: Apple Unveils the iPhone Duo, a Foldable Phone That Costs $1,999 (New York Times)

Potential AI Acquisition: Salesforce has held talks to buy Listen Labs, an AI customer research platform, for around $2 billion (Business Insider)

Ads Blocked: OpenAI Restricts Adobe and Other Competitors From Advertising in ChatGPT (The Information)

Trippy: FDA Is Open to Novel Approaches for Evaluating Psychedelics (Bloomberg)

Interesting Connection: Bitcoin's Spot-Backed Rally Hides an Altcoin Leverage Trap Last Seen in 2025 (BeInCrypto)

Forward to a friend and tell them to sign up here.

Pick winning stocks: Upgrade to Early Bird Prime.

Become a smarter investor: Get Early Bird Exclusives

Connect with other investors: Join The Nest

Want more investing tips? Listen to the podcast.

Show Your Support: Buy Me a Coffee.

Questions or comments? Hit reply to reach out.