Every report the desk has filed, searchable by full text, topic, format, symbol and date range.
Beijing's review, reported by the Financial Times, adds Broadcom to the list of U.S. chip suppliers facing scrutiny in China.
China is surveying how state-backed data centers use Broadcom switches, the Financial Times reported, raising the risk of restrictions on the U.S. chipmaker's networking gear.
The cruise operator moves onto land, betting all-inclusive resorts will feed its ship bookings.
Royal Caribbean is acquiring a 50% stake in all-inclusive resort operator Sandals Resorts for $3 billion.
The company's CFO, general counsel, chief accounting officer and chief customer experience officer each filed stock sales within the same stretch.
ChargePoint's CFO, general counsel, chief accounting officer and chief customer experience officer all sold shares in a cluster of insider transactions.
The company's FY26 results beat revenue guidance, with new products driving the margin expansion, according to its earnings call and slide deck.
Clover's FY26 revenue topped guidance and margins surged to 35.5% in its record H2 2026, driven by new product lines.
The telecom operator's fiscal 2026 profit surged even as its stock fell after a planned deal with M1 fell through.
Tuas reported a 328% jump in FY26 profit but its stock sank toward a 52-week low after the company's deal with M1 failed to close.
Crude fell on rising Gulf supply and hopes for renewed US-Iran talks, while gold benefited from the same news as investors dialed back Fed rate-hike worries.
Oil dropped on increased Gulf supply and hopes for US-Iran talks, and gold rose as the same easing of tension reduced fears of a Federal Reserve rate hike.
Snowflake director Frank Slootman sold $100.3 million in stock while BlackSky's CEO, CFO and general counsel all filed separate sales.
Snowflake director Frank Slootman sold $100.3 million in company shares, coinciding with a cluster of insider sales at satellite-imagery firm BlackSky, including its CEO's $457,600 disposal.
Booz Allen, Raytheon and General Dynamics all landed separate contracts within the same reporting window, underscoring steady defense-budget flow.
Three separate defense contractors — Booz Allen Hamilton, Raytheon and General Dynamics — announced new or modified U.S. government contracts worth a combined roughly $240 million in the same 24-hour window.
Analysts say the tech-heavy index's climb is being underpinned by improving fundamentals, not just momentum, even as crude prices fall.
The Nasdaq closed at a record in the September 22 session as oil prices slipped, with some analysts arguing the rally is fundamentally supported rather than a stretched melt-up.
Iran has laid out conditions for reopening the Strait of Hormuz, while President Trump says a decision on banning diesel exports is coming 'fast, one way or the other.'
Refiners already stretched thin by the Hormuz supply shock are now seeing jet fuel prices climb alongside diesel, and Washington is weighing an export ban that could tighten supply further.
The exchange's investment pairs it more closely with the issuer of the second-largest dollar stablecoin as competition among digital-dollar tokens intensifies.
Binance has committed a $100 million stake in Circle alongside a new partnership agreement to promote USDC.
The East-West Pipeline resumed flows after drone attacks, easing a supply squeeze that had pushed diesel refining margins higher across Europe.
Saudi Arabia's East-West Pipeline has restarted after drone strikes knocked it offline, and European diesel margins climbed in the days the line was down.
The deal news coincided with a broader tech rotation that pulled capital away from bank stocks.
PayPal shares rose after news of an AI partnership with Meta, a move that coincided with investors rotating out of financial stocks and into tech names.
Lockheed Martin, RTX and Boeing fell even as RTX sits on a record $289 billion order backlog.
Lockheed Martin and RTX each dropped 3% and Boeing declined after a report that the Strait of Hormuz could reopen, which also sent oil prices lower.
Diverging Seeking Alpha calls highlight a widening gap between valuation-focused bears and growth-focused bulls on the chipmaker.
Two competing analyst views on AMD published the same day capture a broader Wall Street divide: one sees the stock overextended after its run, the other argues a $1 trillion valuation does not mark the end of the growth story.
Treasury yields and oil both fell as traders looked ahead to a Trump-Xi meeting, giving risk assets room to run.
The Nasdaq touched an intraday record on September 22 as technology shares recovered lost ground while Treasury yields and oil prices both eased.
An estimated $1 trillion in committed AI infrastructure spending is running into a US energy buildout that takes roughly three years to catch up.
Roughly $1 trillion in committed AI data center spending is colliding with US power infrastructure that industry estimates say needs about three years to expand.
A $3.2 million options bet is now wagering bitcoin reaches $95,000 by the end of October.
Bitcoin and ethereum prices reached levels not seen since January, coinciding with a large options trade targeting $95,000 by October's end.
The world's largest crypto exchange becomes a shareholder in the stablecoin issuer it already promotes, tying the two companies together through 2031.
Binance's $100 million purchase of Circle stock comes packaged with a five-year agreement to keep promoting USDC on its platform.
The forecast lands alongside a separate case that AMD's rise to a $1 trillion valuation reflects real AI infrastructure demand rather than speculative excess.
Citi projects enterprise solid-state drive demand will rise 52.9% in 2027, driven by AI data center buildout.