Every report the desk has filed, searchable by full text, topic, format, symbol and date range.
The chipmaker beat estimates in its fiscal third quarter, but investors sold the stock anyway, focusing on near-term caution rather than a projected 400% jump in AI revenue over two years.
Broadcom's stock dipped despite strong fiscal Q3 results, a disconnect analysts attribute to short-term profit-taking rather than any change in the company's AI growth trajectory.
Strong AI-driven sales were not enough to fully impress investors as the broader earnings season winds down.
Broadcom reported strong AI revenue growth, but according to Yahoo Finance, Wall Street wanted an even bigger number.
A Seeking Alpha analysis says the coming Federal Reserve decision faces unusually sharp internal disagreement over the path of interest rates.
The Federal Reserve is heading into its next policy vote with what one analysis calls its most divided committee in ten years.
Military action resumed after a pause in the six-month conflict, pushing Piper Sandler to raise its Brent price forecast to $90 a barrel.
The US struck three Iranian oil tankers in response to attacks on warships, and Piper Sandler responded by raising its second-half 2026 Brent forecast to $90 per barrel.
The concentration figure highlights how gains among the very richest have outpaced the broader billionaire class even as markets have rallied broadly.
A group of just 29 billionaires now controls 27% of all billionaire wealth combined, and the report says that gap is widening.
The riskiest US corporate borrowers are paying the steepest premium over safe debt since last year's tariff-driven market meltdown.
Spreads on the lowest-rated US junk debt have climbed to their highest level since the sell-off that followed last year's tariff announcement, according to the Financial Times.
The bank cited a resilient labor market as the reason it no longer expects the Federal Reserve to ease before mid-2027.
Citi moved its forecast for the next Federal Reserve rate cut to June 2027, citing a jobs market that keeps beating expectations.
A cluster of insider sales spanning Illumina, Krystal Biotech, CrowdStrike, Warner Bros. Discovery and NMI Holdings raises the question of whether executives see limited upside from here.
Illumina director Keith Meister sold $57.2 million in stock, the largest of at least seven insider sales disclosed in the period, together totaling well over $80 million across unrelated sectors.
The August jobs report showed hiring accelerating from July's pace, undercutting warnings that the labor market was rolling over.
The U.S. economy added 162,000 jobs in August, coming in ahead of expectations and marking what analysts called a modest improvement from prior months.
The company cut its own guidance and admitted the fixes it already tried aren't working, days before Heidi O'Neill takes over as CEO.
Lululemon shares fell 17% on September 4 after management said its current turnaround plan is failing and guided to further losses ahead.
Bloomberg reports the company is raising fresh capital ahead of a planned public listing, adding to this year's wave of AI infrastructure funding rounds.
Nscale is seeking roughly $3.5 billion in pre-IPO funding ahead of a planned listing, according to Bloomberg and a separate source-based report.
Seeking Alpha commentary diverges sharply on the same report, with some seeing higher-for-longer rates and others seeing weaker underlying hiring.
Three separate reads of the August jobs report reached opposite conclusions, with headline job growth read as either confirming sticky inflation risk or masking softer underlying hiring.
August payrolls data missed expectations at the same time a strong US jobs report pushed the dollar higher, widening the gap between the two currencies.
Canada's August jobs report showed a sharp slowdown that pushed bond yields lower on rate-cut bets while the Canadian dollar fell against a dollar strengthened by a robust US payrolls print.
The 2031 convertible notes give Bilibili fresh capital and keep Tencent tied to the Chinese video platform's balance sheet.
Bilibili's stock rose after the company priced $700 million in convertible notes due 2031, with Tencent participating in the deal.
A hotter-than-expected payrolls print pressured bitcoin-linked stocks and gold miners, with a September 15 catalyst now in focus.
Gold miners and bitcoin-related stocks fell after a strong August jobs report reduced expectations for near-term Fed easing.
A narrower-than-expected rollout of Tesla's robotaxi cut into investor hopes for a broad autonomous ride-hailing launch.
Tesla shares fell after the Cybercab launch turned out to be far more limited than investors had been expecting.
Stifel cited revenue outlook worries and Bernstein pointed to product challenges as both trimmed their targets on the same day.
Stifel and Bernstein both cut their price targets on Lululemon, with Stifel citing revenue outlook concerns and Bernstein flagging product challenges.
Traders point to cooling expectations of further rate hikes and rising hopes for friendlier crypto regulation as the drivers behind the move.
Bitcoin rose above $81,000 as investors grew less worried about additional rate hikes and more optimistic about regulatory treatment of crypto.
Investors rewarded the automaker's board for approving what the company called a radical overhaul of its operations.
Volkswagen shares rallied after its board signed off on a restructuring plan described as radical, lifting the stock and helping offset a soft session for European equities.
One bitcoin now buys roughly 18 ounces of gold even as the two hard assets climb together on debt-debasement fears.
Bitcoin traded back above $81,000 and pulled further ahead of gold in relative terms, with the bitcoin-to-gold ratio at its highest since January.