Every report the desk has filed, searchable by full text, topic, format, symbol and date range.
Dell posted a record $60.9 billion AI order quarter and beat on guidance, yet investors reacted with less enthusiasm than the headline numbers suggest.
Nvidia rose 4% on a reported $12.9 billion Hugging Face deal and Dell jumped 8% on a guidance beat, but a separate report says Dell's record $60.9 billion AI order backlog left stock investors unimpressed.
The exchange of fire, described as the largest since July, coincided with European gasoline margins climbing near 2022 highs.
The United States struck targets in Iran and Tehran hit back at US bases, marking the most intense exchange between the two since July.
A halt in the Treasury selloff gave equities room to climb in the September 2 session.
Equities advanced as the recent Treasury selloff paused, easing pressure on stock valuations tied to rising yields.
The move came as the G20 meeting wrapped up, while Berkshire Hathaway's Greg Abel said Japanese bond yields aren't worrying the conglomerate's Japanese trading-house holdings.
The yen jumped sharply after breaking above 160 per dollar, prompting speculation that Japanese authorities may step in to support the currency.
Elevated oil prices and rate-hike risk pushed long-term borrowing costs to a three-year high in the September 2 session.
The 10-year Treasury yield touched its highest level since 2023 as oil prices stayed elevated and investors priced in renewed risk of a rate hike.
Inflation fears drove a synchronized retreat from bonds and stocks while the dollar extended its advance.
Global bond yields climbed to their highest levels in multiple decades as inflation concerns triggered a combined selloff in bonds and equities, with the dollar gaining as investors sought safety.
Stifel, Jefferies and Citizens all reiterated bullish views on the cybersecurity firm's AI-driven growth.
Stifel and Citizens both maintained a $415 price target on Palo Alto Networks, while Jefferies separately reiterated its rating citing AI growth.
Four brokerages raised targets within hours of each other, citing margin strength and AI server growth.
Melius, Mizuho, Piper Sandler and Raymond James all raised Dell price targets, with Melius setting the highest at $735 on margin strength.
The combination creates a larger pan-European gambling operator and sent Cirsa shares surging.
Italian gaming group Lottomatica agreed to absorb Spain's Cirsa Enterprises in an all-share deal valued at $3.7 billion, driving a sharp rally in Cirsa's stock.
Renewed US-Iran hostilities pushed European gas prices to their highest level this year and dragged the FTSE 100 and broader European indexes lower on September 2.
European shares were pinned at a one-month low on September 2 as the resumption of US-Iran hostilities lifted oil and gas prices and pushed government bond yields toward 5%.
Rising government bond yields from Australia to the UK are forcing banks to swap riskier credit assets for central-bank cash, reviving talk of 'bond vigilantes.'
Australia's 10-year yield surged to a 15-year high as banks rushed to swap higher-risk credit assets for Bank of England cash amid a broader long-bond selloff.
Every major cryptocurrency fell over the past 24 hours as fresh strikes near the Strait of Hormuz pushed energy prices higher and hit risk assets broadly.
High-beta crypto tokens gave up roughly triple what bitcoin lost as oil traded near $90 following renewed US-Iran strikes.
A jump in crude prices and rising bond yields pushed benchmark indexes lower across Asia even as Australia's economy beat growth forecasts.
Asian stocks fell in the September 1 session as an oil price surge and rising bond yields outweighed a stronger-than-expected Australian GDP report.
The AI chipmaker could seal one of its largest acquisitions this week, folding a leading open-source AI model repository into its ecosystem.
Nvidia could finalize a $14 billion acquisition of Hugging Face as soon as this week, according to Bloomberg.
Brent crude topped $96 a barrel and the dollar held firm as fresh U.S.-Iran strikes pushed bond yields higher and knocked Asian equities lower.
Brent crude rose for a third straight session past $96 a barrel after the U.S. and Iran traded fresh strikes, dragging Asian markets down and lifting bond yields.
The compensation package reveals Apple has crafted a hybrid leadership structure, with successor John Ternus set to earn $58 million.
Apple's pay filings show Tim Cook will receive $47 million in his new executive chair role, while incoming CEO John Ternus is set to be paid $58 million.
The cybersecurity firm topped quarterly forecasts the same day it announced the acquisition.
Palo Alto Networks beat quarterly earnings estimates and simultaneously announced the acquisition of AI platform Console, sending its stock higher.
The upgrade points to a new revenue line beyond stock and options trading as Robinhood's business model draws fresh scrutiny.
Morgan Stanley upgraded Robinhood with a $150 price target, pointing to growth in prediction markets as a new driver beyond its core trading business.
Refiners and tanker operators rallied on the Hormuz threat while the IAEA said it could not confirm the status of Iran's nuclear program.
The Dow fell about 400 points on September 1 after U.S. strikes on Iran pushed oil prices above $94 a barrel and raised fears of a Strait of Hormuz disruption.
Historically bitcoin's worst month collides this year with fresh hawkish Fed signals and rising bond yields.
CoinDesk reported that bitcoin enters September, historically its weakest month, at the same time rate-hike risk from the Federal Reserve is rising, a combination it labeled 'Rektember.'