Every report the desk has filed, searchable by full text, topic, format, symbol and date range.
Gains in chipmakers pushed Asian indices higher even as oil prices and shifting Federal Reserve rate-cut expectations kept traders cautious.
Asian stocks rallied on strength in chipmaker shares, even as oil moves and Fed rate-cut bets kept some risk in view.
The one-month drop is the largest on record and confirms Tokyo intervened directly in currency markets rather than just talking down the yen.
Japan's foreign exchange reserves fell by a record $79.6 billion after the finance ministry intervened to support the yen.
August foreign reserves fell by the largest amount on record following heavy currency intervention, just as a reflationist aide to PM Takaichi floated a rate hike this month.
Japan's August foreign reserves posted their largest-ever drop after record intervention to support the yen, even as an aide to Prime Minister Takaichi said the Bank of Japan could hike rates in September.
Crude extended a third straight weekly gain and gold held near $4,400 even as the dollar barely moved despite firmer Fed rate-hike bets.
Oil extended its sharp weekly gain after U.S. and Iran forces struck tankers near the Strait of Hormuz, while gold held near $4,400 on the same tensions plus a strong payrolls report.
A Prime Air Boeing 767-300 ran off the runway and hit a Tesla Cybercab lot, the latest in a string of US aviation accidents this year.
Five people died when an Amazon-branded Boeing 767-300 cargo plane overshot the runway in Miami and struck a Tesla Cybercab lot, according to the Financial Times and ZeroHedge.
One data-center operator's revenue doubled in two quarters while the other's fell 43% from its peak, widening the gap between AI infrastructure players.
Applied Digital's revenue has doubled over two quarters even as IREN's has fallen 43% from its peak, a widening split between two data-center operators competing for AI workloads.
A decade-long spending commitment to Amazon's cloud unit is large enough to show up in Anthropic's own IPO paperwork, expected within days.
Anthropic has committed more than $100 billion in spending to Amazon Web Services over ten years, a sum equal to roughly a fifth of the cloud unit's total contracted future revenue.
Conflicting early accounts describe either a runway overrun or a crash near the airport; cause and casualties are not yet confirmed in the reports reviewed.
A Boeing 767 cargo plane carrying the Amazon Prime Air logo was involved in an incident near Miami International Airport, with wire reports differing on whether it overran the runway or crashed.
Strategists point to a historical seasonal pattern as the stock market enters what has been its statistically worst month.
Analysts are pointing to September's historical status as the market's weakest month, drawing comparisons to a pattern first seen in 2000, even as commentary cautions against trying to time around it.
Analyst Rinny Singh reiterated a bullish price target on the small-modular-reactor developer, betting on continued momentum in nuclear power demand tied to data centers.
Bank of America analyst Rinny Singh set a price target implying a 23.7% gain for NuScale Power over the next 11 months.
Two separate analyses this week point to the same date and the same pattern: rate hikes have preceded near-term stock market weakness in 36 years of data.
Investors are bracing for a possible Fed rate hike on September 16, a move that historical data suggests has often been followed by an initial stock market decline.
Sandisk and Micron are drawing bullish calls tied to AI-driven memory demand, while Credo's post-selloff bounce is being framed as a buying opportunity rather than a warning sign.
A cluster of new analyst calls argues memory chip demand tied to AI infrastructure is entering a second rally phase, with Sandisk, Micron and Credo all cited as beneficiaries despite a recent pullback in AI-related names.
Three separate signals — a Fed risk-premium reading, a rarely-seen historical pattern, and Warren Buffett's own commentary — are converging on the same conclusion.
The Federal Reserve has flagged the S&P 500's equity risk premium near its lowest level in decades, a reading that has coincided with market trouble in only two prior instances since 1871.
Sources say the producer group will leave production policy unchanged at Sunday's meeting even as Gulf shipping risk rises.
OPEC+, the group of oil-producing nations including Russia, is expected to keep its output policy unchanged on Sunday despite escalating tanker attacks near the Strait of Hormuz.
Escalating attacks on tankers in the Gulf have pushed the US Navy into a covert de-mining campaign to keep the Strait of Hormuz open.
US Navy divers and robots have been running night-time missions to clear explosives from the Strait of Hormuz as the tanker war between the US and Iran intensifies.
Executives at Rocket Lab, JFrog and Grab each sold six-figure share counts, with sales following both sharp gains and a steep decline.
Insiders at Rocket Lab, JFrog and Grab all disclosed large stock sales this week, a mix that includes profit-taking after big rallies and a sale following a 28% share-price decline.
Chip and infrastructure stocks outperformed even as software names tied to AI monetization slid, a divide investors are still arguing over.
AI hardware stocks rallied over the past week while Adobe and Palantir declined, exposing a split in how investors are pricing AI winners.
A single OpenAI agreement accounts for much of the AI chipmaker's order pipeline, raising questions about customer concentration.
Cerebras reported a $25.4 billion backlog that is nearly 29 times its expected revenue for the year, with one OpenAI deal driving much of the total.
The Federal Reserve's Beige Book pointed to data centers as the standout driver of modest growth, as demand for capacity and new insurance products around the buildout both surge.
The Federal Reserve's latest Beige Book found that data center construction and demand are now the primary source of growth across regions reporting only modest overall activity.
Analysts have cut price targets on the athletic apparel maker, and even a longtime skeptic says the pace of the decline caught them off guard.
Analysts are cutting Lululemon price targets as the retailer's business deteriorates faster than even its bearish critics anticipated.