Every report the desk has filed, searchable by full text, topic, format, symbol and date range.
The debate comes as margin debt, money borrowed to buy stocks, rose 2.6% in August, adding to concerns about how much leverage is propping up the rally.
Goldman Sachs is weighing whether current S&P 500 earnings represent a bubble, a question sharpened by an August rise in margin debt of 2.6%.
Crypto prices climbed Friday even after the CLARITY Act, a proposed crypto market-structure bill, failed to advance, with XRP nearing a bullish chart signal.
Bitcoin and ethereum prices rose on September 18, 2026, as traders shifted focus away from the failed CLARITY Act toward altcoins including XRP, which is approaching a golden cross.
The bank cited a product turnaround at FTC Solar and cash flow concerns at Array in two opposite rating changes issued the same day.
UBS upgraded FTC Solar on signs of a product turnaround while downgrading Array Technologies over cash flow concerns, highlighting a divide within the solar-tracker segment.
The Polish e-commerce firm's stock rally followed a rating change rather than new company guidance, according to wire reports.
Allegro.eu shares rallied after Barclays upgraded the stock, with the bank citing multiple growth levers still available to the company.
A retail sales beat in the UK wasn't enough to offset concerns tied to the Strait of Hormuz, even as continental shares found support from post-Fed bond gains.
The FTSE 100 slipped on Hormuz-related concerns despite a UK retail sales beat, while broader European shares snapped a two-week losing streak on relief tied to the Fed's policy resolve, even as telecoms and energy names dragged on session-level moves.
Investors are now debating whether the Fed's move opens a new tightening cycle or was a one-off, wire commentary from the past 24 hours shows.
The Federal Reserve raised interest rates and the Bank of Japan followed with its own hike, but the dollar strengthened while the yen weakened, leaving currency markets split on which central bank's hawkishness matters more.
The ECB's Vujcic pushed back on oil-driven rate-hike bets while Barclays still expects the Bank of England to raise rates in November.
European Central Bank (ECB) policymaker Boris Vujcic cooled market bets that oil prices would force more rate hikes, even as Barclays maintained its call for a Bank of England (BoE) hike in November and warned a wider Middle East conflict could push rates higher still.
A global memory shortage is pulling both an established leader and a new Chinese challenger into an expanding market.
SK Hynix shares surged as a global memory chip shortage tightened supply, while China's CXMT is preparing a flash-memory push aimed at Samsung and YMTC.
Corporate treasuries added only 5,900 bitcoin over three months while ether and XRP funds kept bleeding money.
Bitcoin traded above $77,000 even though corporate treasury buying slowed to 5,900 bitcoin over the past three months and ether and XRP exchange-traded funds (ETFs) posted a third straight session of outflows.
Researchers used rival Anthropic's models to hack into OpenAI's systems, a disclosure that lands just as SoftBank prepares to test investor appetite for its AI infrastructure bet.
A security firm breached OpenAI using tools built on Anthropic's models, a disclosure that surfaced as SoftBank's SB Energy prepares a $50 billion data-centre listing tied to Masayoshi Son's AI strategy.
CEO Eric Dube's $25.4 million sale led a wave of disposals by the company's top leadership, all disclosed within the same reporting window.
Travere Therapeutics' CEO, EVP, CFO, R&D chief and legal chief together sold more than $51 million in company stock, a concentration of insider selling across nearly the entire executive suite.
The 25-basis-point hike sent the yen lower even as Asian equities and chip stocks tracked a Wall Street rally on falling bond yields.
The Bank of Japan raised its policy rate by 0.25 percentage points to 1.25%, the highest level in 31 years, but the yen fell rather than rose as investors focused on the outlook for further hikes.
Both gaming operators fell to their lowest prices in a year in the same session, at $74.74 and $84.00 respectively.
Boyd Gaming shares touched a 52-week low of $74.74 and Wynn Resorts shares touched a 52-week low of $84.00, marking a weak session for gaming stocks.
JPMorgan says it has no clear endgame for the market as Saudi Arabia reroutes exports through the Strait of Hormuz after its East-West pipeline shut down.
JPMorgan has abandoned its baseline view on oil markets as the Iran conflict continues, while Saudi Arabia pushes more crude through the Strait of Hormuz because its East-West pipeline is offline.
Arm's chief executive says orders are "off the charts," while cloud provider Nebius is raising prices for Nvidia GPU access starting in October, both pointing to the same bottleneck: not enough chip capacity.
Arm's CEO says chip demand is outstripping manufacturing capacity, and Nebius is raising Nvidia GPU rental prices from October as a result.
The homebuilder trimmed its full-year 2026 delivery guidance for a second time as quarterly earnings declined, even as the broader market rallied on Fed news.
Lennar cut its full-year 2026 delivery target again and reported lower Q3 earnings, a sign the housing slowdown is deepening.
The Dow climbed after the Federal Reserve's rate decision on September 17, even as the 10-year Treasury yield eased and oil slipped to $100 a barrel.
Stocks rose on September 17 even after the Federal Reserve raised rates, as the 10-year Treasury yield eased and oil fell to $100 a barrel.
Bitcoin and ether rose even as the Federal Reserve's rate increase left short-term Treasury yields flat and silver unchanged a day later.
Bitcoin and ethereum climbed in the session after the Federal Reserve raised interest rates, while U.S. short-term rates and silver held steady following Wednesday's yield surge.
The German engineering group flagged market uncertainty and pushed back contract awards in a transcript accompanying the stock's sharp drop.
Bilfinger's stock fell sharply after management described order delays and market uncertainty on a call detailing its new 'Project Agile' cost program.
Executives and large shareholders at Natera, Integer Holdings and PC Connection sold multi-million-dollar stakes this week, while smaller buyers appeared at Terawulf and Mach Natural Resources.
A wave of insider stock sales this week included Natera's executive chairman selling $34.8 million and Integer Holdings' CHRO selling $3.98 million, alongside smaller purchases at Terawulf and Mach Natural Resources.