5 things to know before markets open on Friday

Happy Friday. Computing power limitations are hitting gamers once again. If you are an Xbox Game Pass subscriber, microsoft He said cloud time limits will take effect later this year.

Stock futures were mixed this morning after a strong session.

Here are five important things investors need to know to start their trading day.

Don’t go to the beach yet. The all-important August jobs report is due out this morning. Economists expect employment to rise by just 53,000 people and the unemployment rate to remain flat, but the question is whether the downward trend seen this summer will continue.

Here’s what you need to know:

lululemon Shares fell more than 20% this morning following the athleisure retailer’s weak earnings report and outlook. The company announced second-quarter sales were down 4% and comparable sales were down 9%.

Interim CEO Megan Frank blamed “negative comments” on social media for hurting quarterly results. Additionally, Frank said core categories such as leggings slowed more than expected. Lululemon’s new CEO, Heidi O’Neal, will take over next week.

Z scaler For the fourth fiscal quarter, we easily exceeded expectations in both areas. The company also announced that sales increased 25% from a year ago.

As CNBC’s Samantha Subin reports, Zscaler is one of a number of cybersecurity stocks that will benefit from increased demand due to risks related to artificial intelligence. However, the stock has underperformed the group this year, and its share price has fallen, even as its peers set new records.

Don’t miss CEO Jay Chaudhry on CNBC’s “Squawk on the Street” today at 10:10 a.m. ET. Watch live on CNBC or CNBC+.

Violent crime in the United States has declined in recent decades. However, a series of high-profile attacks increased spending on private security services.

Nearly 1.3 million Americans worked as security guards as of May 2025, a 16% increase from 2016, according to a U.S. government report. According to research by industry brokers, the global private security market revenue will exceed $50 billion in 2025. At the center of the boom is Allied Universal, a private company with reported sales of $23 billion and approximately 800,000 employees.

Some see the field’s growth as a sign of the times. As political and cultural tensions increase, the risk of violence can reduce people’s sense of safety, even though crime rates are decreasing.

The NFL will set a record next week. The San Francisco 49ers and Los Angeles Rams are playing in Australia, marking the furthest distance either team has ever traveled for a game.

As CNBC’s Alex Sherman points out, this is part of a broader international push by the U.S.-based soccer league. A record nine regular season games will be played internationally this year.

Speaking of the NFL, Piper Sandler expects trading volume to increase on Rossera, a joint venture between Robinhood and Susquehanna, with the start of the season. Robinhood has confirmed that Rothera has regulatory approval to offer soccer contracts that cover the win and the spread, Piper Sandler said.

Here are some articles to bookmark for the long weekend.

—CNBC’s Jeff Cox, Davis Giangiulio, Kevin Breuninger, Sean Conlon, Laya Neelakandan, Samantha Subin, Alex Sherman and Ananya Chetia contributed to this report.

Luke Fountain helped produce this newsletter. Melody Warner edited this version.