News Archive

Every report the desk has filed, searchable by full text, topic, format, symbol and date range.

Asian Markets Slip as Oil Surge and Yen Strength Squeeze Risk Appetite

Tech shares led losses across Asia on September 9 as crude prices jumped and the yen held near recent highs, while South Korea's central bank signaled no rush to tighten policy.

Asian equities fell on September 9 as a surge in oil prices and tech-sector weakness drove a risk-off tone, while the yen held near its highs and a Bank of Korea board member said the pace of any tightening remains under review.

MARKET REPORT

Stocks Are Being Pulled Two Directions: AI Optimism Against Iran Risk

Chip names showed the split most clearly, with Micron's bulls pushing back against a prior-session selloff even as Broadcom's AI-driven valuation drew fresh skepticism.

U.S. stocks are being driven by two competing forces at once, according to market commentary: continued optimism over AI spending, and unease tied to Iran-related geopolitical risk.

MARKET REPORT

Silver Lake and Dell Insiders Have Sold Over $100 Million in Stock in Days

A cluster of Silver Lake-affiliated sales alongside multiple insider disposals at Dell Technologies points to concentrated profit-taking rather than a single one-off trade.

Silver Lake affiliates and Dell Technologies directors have filed at least seven separate stock sales in recent days, with individual transactions ranging from $351,764 to $42.9 million.

SPECIAL REPORT

Super Micro and HPE Rally, But Analysts Ask If the Margin Beat Is Already Priced In

Super Micro rose 4% and Hewlett Packard Enterprise 5%, yet coverage questions whether both stocks have already guided away their upside.

Super Micro Computer climbed 4% and Hewlett Packard Enterprise advanced 5% following results, but analysts are questioning whether the margin improvement driving the moves has already been guided into forward estimates.

MARKET REPORT
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