The first trading week of the fall ends with a massive thud, with stocks selling off. We break down today’s big market drop, and why this could be the start of a rocky September. Plus – Wells Fargo whacked – the bank embroiled in a massive fees scandal, why one analyst says this ‘outrageous’ behavior means sell the stock. And – is the Uber onslaught over? Why the Silicon Valley unicorn could be in trouble. Catch The Final Round with Jen Rogers, markets correspondent Nicole Sinclair, columnist Rick Newman, and Greg Spiegel, Portfolio Manager at Neuberger Berman.

Winners and losers

Stocks getting hit along with the broader market include petroleum refiner PBF Energy on a downgrade to sell by Goldman Sachs, pipeline operator Williams Companies after Enterprise Products Partners announced it is no longer pursuing a merger deal with its rival, and GW Pharmaceuticals. Shares of the medical firm lower after The Daily Mail initially reported a company spokesman dismissed buyout speculation.

Stocks bucking the rough tape today include home-furnishings company Restoration Hardware on an earnings beat, with revenues and margins coming in ahead of consensus, sportswear retailer Zumiez after topping expectations on both its top and bottom lines and Deutsche Bank. Shares higher after media reports that the German bank is nearing a settlement with US authorities on the sale of residential mortgage-backed securities. The fine could be above $2.38 billion, according to reports.

Looking ahead

• We’ll get some potentially market moving Fed speak on Monday. Atlanta Fed President Dennis Lockhart, Minneapolis Fed President Neel Kashkari, and Fed Governor Lael Brainard will all be giving speeches before the FOMC blackout period begins.

• And on Friday we’ll get a gauge on inflation with the consumer price index for August. The previous month saw a 2.2% gain year over year in the core reading, which backs out volatile food and energy prices.

• Finally, next week Ford Motor Company’s sixth annual Further with Ford Trend Conference begins in Dearborn, Michigan. (FS) We’ll have special live reports and behind the scenes access, including a test drive of the new Fusion Autonomous, Ford’s first self-driving car. Plus live interviews with Ford CEO Mark Fields and Executive Chairman Bill Ford.