Every report the desk has filed, searchable by full text, topic, format, symbol and date range.
A seven-month low in private job growth reshaped rate expectations and lifted Asian currencies against the dollar.
Traders cut the odds of a September Federal Reserve rate increase to a coin flip after private-sector hiring data showed job growth at its slowest pace in seven months.
Fed governor Christopher Waller's comments calmed bond markets even as long-term Treasury yields have been climbing for other reasons.
Asian equities gained as reduced bets on a Federal Reserve rate hike lifted technology shares, with investors now waiting on the US jobs report.
Chinese refiners are now paying record premiums for Russian ESPO crude as the market braces for wider Middle East disruption.
Crude is set for its sharpest weekly gain since mid-July after Israeli Prime Minister Benjamin Netanyahu called toppling Iran's government a 'central mission... within reach,' with the Trump White House reportedly weighing how to use the moment.
Ambarella, Asana, eGain and Lululemon all beat estimates yet still fell — while Zscaler and Smith & Wesson climbed on similar beats, showing investors are now grading the outlook, not just the quarter.
Ambarella fell 11% after beating Q2 2027 estimates, and Asana, eGain and Lululemon all posted beats that failed to lift their shares, while Zscaler and Smith & Wesson rose on beats of their own.
Diesel prices hit their highest level since 2022 as the same geopolitical tension pushed refined-product prices up alongside crude.
Oil prices rose toward $97 a barrel on September 3 on escalation in the Middle East, while diesel touched its highest price since 2022.
The Fed governor's remarks pushed bond yields even as a global rally in Treasuries continued into the September 3 session.
Fed Governor Christopher Waller said the safety premium investors once paid for holding U.S. Treasuries has disappeared, an argument that implies a higher neutral interest rate even as bonds extended a global rally.
The fintech's deal ties its banking infrastructure and stablecoin directly to the crypto exchange.
SoFi Technologies has struck a deal connecting its banking network and stablecoin to Kraken, deepening the fintech's push into crypto infrastructure.
Nvidia, Micron and Vertiv are each being framed differently by analysts even as OpenAI's CEO flags what he calls unsustainable AI compute spending.
OpenAI CEO Sam Altman said he sees 'unsustainable silliness' in AI compute spending, a comment traders are weighing against still-bullish analyst calls on Nvidia, Vertiv and Micron.
A monopoly finding against Google and a delayed Gemini flagship are combining to weigh on Alphabet shares.
Alphabet shares are on their worst run since 2015, a stretch that coincides with an unresolved illegal-monopoly finding against Google and a Gemini AI flagship that has yet to ship the way CEO Sundar Pichai promised in June.
Canada's services PMI hit a six-month low as trade tensions weighed, while the US services gauge fell short of forecasts.
Canada's services PMI dropped to a six-month low on rising trade tensions while the US services sector's growth slowed and missed forecast.
Macquarie and Rosenblatt both moved to buy ratings, pointing to Broadcom's custom chip work for Anthropic and a roadmap analysts now value at $230 billion.
Macquarie upgraded Broadcom citing its Anthropic growth outlook, while Rosenblatt initiated coverage with a buy rating the same day.
The loonie strengthened on the rate decision the same week Toronto recorded its first monthly sales decline in six months.
The Canadian dollar touched a one-week high after the Bank of Canada held its policy rate, even as Toronto home sales fell in August for the first time in six months.
Evercore ISI cut its rating on Ultragenyx after a failed trial while Rothschild Redburn downgraded Moderna over how the stock is priced.
Two separate analyst downgrades hit biotech stocks, with Ultragenyx cut on a clinical trial failure and Moderna cut on valuation grounds.
Bernstein raised its price target to $575 on AI growth while TD Cowen cut its target to $475 on valuation concerns, a rare same-day split.
Broadcom shares fell after results disappointed investors, even as analysts remained divided, with price targets ranging from $475 to $575.
The currency strengthened while an August PMI reading showed the services sector growing at close to its slowest pace in four years.
India's rupee rose sharply even as a closely watched services PMI showed growth staying near a four-year low, pointing to a disconnect between currency flows and underlying economic momentum.
A sudden overnight move pushed the dollar-yen rate under 157, lifting Japan's trading houses and dragging down exporters like Fast Retailing.
The yen strengthened past ¥157 to the dollar after traders raised bets on further Bank of Japan interest rate increases, lifting rate-sensitive Japanese stocks including the country's five major trading houses.
The rare earths miner's stock climbed after a report said it held takeover discussions earlier this year, before those talks ended.
Lynas Rare Earths shares rose after a report that the company had been in takeover talks earlier in the year.
Investors read Dell's earnings as evidence that AI hardware spending is broadening past the handful of major cloud providers that dominated early demand.
Dell's latest results showed AI hardware demand extending to customers outside the major cloud providers, and investors used that as reassurance for Nvidia even as a separate report raised questions about Nvidia losing market share.
Investors are pouring money into bond funds despite the yield rise, while strategists warn higher rates could pressure both mega-cap tech stocks and consumer wallets.
U.S. Treasury yields have risen enough to pressure the bond market broadly, yet money is still flowing into bond funds, and strategists warn the same rate move could squeeze both the Magnificent Seven stocks and household budgets.
Credo and Micron face fresh scrutiny even as bulls like AMD argue the AI buildout has further to run.
Semiconductor stocks came under pressure in the September 2, 2026 session, with commentary split between warnings of a meltdown in names like Credo and continued bullishness on AI demand for chipmakers such as AMD.