Every report the desk has filed, searchable by full text, topic, format, symbol and date range.
The debt sale, confirmed by a term sheet, is one of the largest corporate bond issues tied to the AI boom.
SoftBank Group is raising more than $10 billion in bonds, according to a term sheet, to help finance its investment commitments to OpenAI.
Crude fell even as Houthi rebels claimed strikes near the Saudi capital, with traders instead focused on diplomatic signals from Washington and Beijing.
Oil extended its decline in the September 20 session on hopes for U.S.-Iran diplomacy, even as flames and smoke were reported near Riyadh's airport following claimed Houthi attacks.
Casey's General Stores, American Eagle and Chewy each posted results that topped some expectations, yet all three saw shares fall.
Casey's General Stores beat profit estimates but a soft sales number sent its stock tumbling, while American Eagle fell even after holding its forecast steady and Chewy dropped despite beating on profit.
Iran's central military command flagged renewed concern about US strikes, adding a fresh geopolitical risk factor for oil and defense markets.
Iran's central military command said it believes the United States is preparing to resume military attacks, a statement that raises geopolitical risk heading into the new trading week.
CrowdStrike, Palo Alto Networks and SentinelOne gained through the week even as chipmakers slipped on fears that AI infrastructure spending is peaking.
CrowdStrike, Palo Alto Networks and SentinelOne rallied this week while AI chip stocks fell, as investors grew more worried about AI-powered cyberthreats and less certain about further chip demand growth.
Memory chipmaker's 44% net margin dwarfs AMD's profitability, but investors are paying up for AMD's growth story anyway.
SK Hynix posts a 44% net margin and trades at 5.8 times forward earnings, versus a 63 times multiple for AMD despite AMD's stronger growth profile, according to a same-day comparison of the two AI supply-chain stocks.
One company generates billions in annual free cash flow while the other is still burning cash to scale new battery technology.
GE Vernova generates $3.7 billion in annual free cash flow while Eos Energy is still burning cash to scale its battery technology, framing the two as opposite bets in the power and storage market.
Four quarters at Micron's current guided rate would exceed what Microsoft earned in its best fiscal year on record.
Extending Micron's guided quarterly profit pace across four quarters would produce more total profit than Microsoft posted in its record fiscal 2026, though the comparison depends on Micron sustaining that pace.
The billionaire investor's fund disclosed the switch as Meta shares trade 15% below their peak.
Bill Ackman's fund sold its Alphabet stake and increased its position in Meta Platforms, which is down 15% from its peak, according to the fund's second-quarter disclosure.
Morgan Stanley and UBS both see Marathon Petroleum, Valero and Phillips 66 pushing past record highs.
Morgan Stanley and UBS issued bullish calls this week arguing Marathon Petroleum, Valero and Phillips 66 are each poised to set new all-time highs.
The bank lowered its year-end target to 7,700 just as separate data show valuations at levels last seen 26 years ago.
Wells Fargo cut its S&P 500 target to 7,700 and warned of 5%-10% near-term downside, adding to signs that stretched valuations are drawing scrutiny.
Analysts covering Micron, Broadcom and the broader semiconductor sector can't agree on whether an AI spending slowdown is real or overstated.
One analysis calls Micron "likely dead money from here" while another argues the market has misjudged the scale of any AI slowdown and lists five reasons to buy Broadcom's recent dip.
A refinery hit deep inside Russia adds a new supply risk just as diesel prices in the US were already flagged as an inflation threat.
Diesel prices have hit record levels and are already pressuring the economy, and a new Ukrainian strike on a major Moscow-area refinery raises the risk that global diesel supply gets tighter still.
Investors are now weighing how much further the Federal Reserve can tighten before it chokes off growth, with long-term borrowing costs already near multi-year highs.
The Federal Reserve raised its policy rate, and commentary from the desk argues the move may not even bring inflation down while pushing borrowing costs higher across the economy.
The claimed strikes add a fresh geopolitical risk premium to Gulf equity markets already sensitive to regional security threats.
Stock markets in Saudi Arabia and the wider Gulf region fell after Yemen's Houthi movement claimed responsibility for attacks on Riyadh.
Bond yields hit a level last seen only once in nearly 20 years, days after the Federal Reserve raised rates for the first time in more than three years.
The 10-year Treasury yield crossed 5% for only the second time in almost two decades, coinciding with a Federal Reserve rate hike and an inflation reading of 3.4%.
The new round of talks adds artificial intelligence to a negotiating agenda that had been dominated by tariffs and rare-earth exports.
US Treasury Secretary Scott Bessent and China's He are set to launch a new round of talks covering AI, trade and critical minerals.
An agreement signed with Venezuelan official Delcy Rodriguez opens a path for the French oil major to resume operations in the sanctioned country.
TotalEnergies signed an agreement with Venezuela's Delcy Rodriguez that sets the stage for the French company's return to operations in the country.
The People's Bank of China left its benchmark loan prime rates unchanged in September, extending a freeze that has now run over a year.
China's central bank kept benchmark lending rates unchanged for the 16th consecutive month in September, citing narrowing room for further monetary easing.
Intel's CEO has acknowledged the company can supply roughly half of what customers are requesting, a shortage framed as evidence of stronger-than-expected demand.
Intel can currently supply only about half of what its customers want, according to reporting on comments from the company's CEO.