Every report the desk has filed, searchable by full text, topic, format, symbol and date range.
The rating agency's long-term warning lands as President Trump insists rates are 'too high' even as long-duration Treasury yields keep climbing.
Rating agency Scope projects US federal debt could reach 160% of GDP within ten years, a forecast that sits uneasily alongside President Trump's public argument that interest rates should be lower.
Four separate insider sales filed this week total more than $68 million across two companies.
Crowdstrike president Michael Sentonas sold $64.2 million in stock, the largest of four insider sales disclosed this week that also included Natera's CEO, its president, and Spyre Therapeutics' chief legal officer.
Seven separate executives and officers at the AI cloud company reported stock sales, ranging from six-figure tax withholdings to a $6.89 million disposal by the CEO.
At least seven CoreWeave executives, including CEO Michael Intrator, CSO Brian Venturo and CFO Nitin Agrawal, filed stock sales in recent disclosures, with amounts ranging from $350 to $6.89 million.
CEO, chief revenue officer, chief legal officer and a board member all filed stock sales within the same stretch of disclosures.
DocuSign insiders disclosed combined stock sales of roughly $2.92 million, led by CEO Allan Thygesen's $1.8 million transaction.
The company completed a critical phase of one of its advanced data center complexes, lifting the stock on October 2, 2026.
Applied Digital stock popped 5% after the company completed a critical phase in one of its advanced data center complexes.
Tesla's third-quarter deliveries topped forecasts by about 25,000 vehicles while Rivian's production beat faded after investors turned to its unchanged guidance.
Tesla delivered 486,532 vehicles in the third quarter, beating consensus estimates by roughly 25,000 units, while Rivian also beat delivery expectations on record production but saw early gains fade.
The regulator found the flaw did not pose a safety risk, removing a near-term cloud over delivery schedules.
The FAA determined a software glitch in the Boeing 737 MAX does not pose a safety issue, and Boeing shares gained on the finding.
Treasurys briefly rallied as safe-haven buyers returned after the September jobs report, before yields pushed back higher.
The September jobs report briefly revived Treasurys as a safe haven, but bond investors quickly lost their enthusiasm for the weak labor data, according to MarketWatch.
Two unrelated names — an ad-tech firm and a mortgage REIT — both touched new year lows in the same session.
Trade Desk shares touched a 52-week low of $11.85 and Armour Residential hit $13.55 during the October 2 session, each marking fresh lows for very different reasons.
The homebuilder's stock fell after the research outfit flagged issues, adding to a tough session for housing names.
Lennar shares dropped on October 2 after Hunterbrook published concerns about the homebuilder, a report that compounded an already soft day for the stock.
Piper Sandler lowered its target on Nike after a revenue shortfall, adding pressure to a recovery plan already under scrutiny.
Piper Sandler cut its price target on Nike following a revenue miss, intensifying investor doubts about CEO Elliott Hill's turnaround strategy.
Traders priced in fewer Fed rate hikes after hiring cooled more than expected, pulling yields down and lifting Wall Street at the open.
Wall Street opened higher on October 2 as a softer September payrolls report reduced expectations for further Federal Reserve rate hikes and pushed Treasury yields lower.
Evercore's upgrade of electrical-equipment maker Legrand and a Micron price-target hike show the AI buildout trade broadening into memory and power infrastructure.
Evercore upgraded Legrand on datacenter growth while cutting Siemens on margin concerns, and CLSA raised its Micron price target on a stronger memory pricing outlook, as Nvidia shares also advanced.
Washington's pressure campaign could force European governments to release strategic fuel stocks just as a Hormuz tanker incident stokes supply worries.
The United States is pressuring European governments to release diesel from strategic reserves, with an export ban threat reportedly on the table if they refuse.
The downgrade follows a string of analyst moves across small- and mid-cap names this week, with pricing cited as the specific issue for the satellite communications company.
B.Riley downgraded AST SpaceMobile's stock rating, citing concerns over the company's pricing.
Evercore ISI upgraded the French electrical equipment maker the same day it lifted its outlook, citing traction in data center infrastructure.
Legrand upgraded its guidance as its data center equipment offering gains traction, prompting Evercore ISI to raise its rating on the stock.
A fifth straight weekly rise in French yields has dragged European shares toward their worst week since April, even as German Bunds hit one-week lows.
French government bond yields climbed for a fifth consecutive week to levels last seen in 2002, pulling European equities toward their worst weekly performance since April.
The chipmaker is raising capital to fund a custom AI chip program for the OpenAI rival, Bloomberg reported.
Broadcom is amassing roughly $60 billion to fund the production of AI chips designed for Anthropic, according to Bloomberg.
A week of heavy selling pushed 10-year US yields to a 24-year high, and prices stabilized only after the sharp move.
Global bond markets steadied after a week of selling pushed 10-year US Treasury yields to their highest level since 2002.
The Japanese investor finished the final tranche of its OpenAI stake, but investors sold the stock rather than cheered the milestone.
SoftBank completed the final phase of its $30 billion investment in OpenAI, and its shares slid on the news rather than rose.