Every report the desk has filed, searchable by full text, topic, format, symbol and date range.
Rising borrowing costs and firmer oil prices combined to pressure US equities at the September 1 open.
US stock indexes opened lower on September 1 as the 10-year Treasury yield climbed to its highest level since January 2025, with rising oil prices adding to the pressure.
BofA, Rosenblatt and Morgan Stanley all raised targets this week, citing AI-driven growth and, for Robinhood, upside independent of crypto trading.
Morgan Stanley raised its Robinhood price target from $124 to $150, implying a 43% gain from current levels, while BofA lifted Microsoft's target to $600 and Rosenblatt raised Snowflake's to $345.
Energy costs pushed the headline rate higher, complicating the European Central Bank's path on interest rates.
Euro zone inflation rose to 3.3% in August, driven by higher energy costs.
WTI and Brent both climbed above $90 a barrel following reports that two tankers were hit near the Strait of Hormuz, the world's busiest oil chokepoint.
WTI's October contract and Brent's November contract rose to their highest levels in nearly two weeks after two tankers were reported struck near the Strait of Hormuz.
The subsea equipment rental firm's first-half profit declined, and the stock has been sliding in the sessions since the earnings call.
Ashtead Technology's stock dropped after its H1 2026 earnings call revealed a slip in profit, extending a decline that had already been under way.
Rising Fed rate-hike bets and a fresh leg up in crude are colliding with a deepening global bond selloff, leaving European equities largely flat.
Japan's government bond yields broke through a closely watched level as WTI crude tested $88 resistance and silver sat locked in a $67-$68.50 range, a combination traders say is driving cross-asset volatility rather than a one-directional move.
The gains came the same day India reported factory growth at a five-year low, highlighting a split in Asian demand signals.
Chinese retail stocks advanced after Beijing announced fresh measures aimed at boosting domestic consumption.
The move came as Tokyo and Washington pledged to keep coordinating on the yen, a sign policymakers are watching bond markets closely.
Japan's 10-year government bond yield crossed 3% for the first time in three decades, even as Japanese and US officials said they would continue coordinating on the yen.
A report suggesting the Japanese video game publisher could go private drove the largest single-day gain in recent memory for the stock.
Square Enix shares surged 11% after a report indicated the company could be taken private.
Crude rose for a second straight session on renewed Middle East supply fears, while gold merely steadied after a two-day decline.
Oil prices extended gains in the session of August 31 after President Trump threatened further strikes on Iran, reviving concerns about Middle East supply disruption that had already pushed crude higher a day earlier.
Alphabet's CEO says even Google can't build AI infrastructure fast enough, while Anthropic locks up 5 gigawatts of Nvidia-backed cloud capacity.
Anthropic signed a $35 billion cloud computing deal with Nvidia-backed Lambda, a contract a source says secures roughly 5 gigawatts of AI capacity at a moment when Alphabet CEO Sundar Pichai says demand is outstripping what even Google can build.
The fast-fashion retailer's long-delayed listing priced at what dealers called a bargain valuation, yet shares slid instead of holding the line.
Shein shares fell in their Hong Kong trading debut on August 31 after the company priced its long-awaited IPO at a discounted valuation, with some reports predicting only a flat open.
Insider sales at Cabot, Brinker International and Synopsys each topped $5 million in disclosures filed around the same period.
Cabot Corp CEO Sean Keohane sold $11.4 million in stock, Brinker International director DePinto sold $5.76 million, and Synopsys executive chair Aart de Geus sold $11.1 million, according to separate disclosures.
Russian stocks rallied at the same G20 gathering where Anton Siluanov was excluded from the official photo, as Ukraine lobbies Washington on sanctions.
The MOEX Russia Index closed up 3.15% on Aug. 31, 2026, even as European officials excluded Russian finance minister Anton Siluanov from a G20 event photo.
The announcement comes as a separate report argues Venezuelan crude could help refill US strategic reserves.
President Trump said Exxon Mobil is entering Venezuela as Washington pushes new oil deals with the country.
Powell retains the same single vote on rate decisions as Kevin Warsh, the report notes, despite stepping down from the top job.
Jerome Powell is no longer Fed chairman but still holds one vote on interest-rate decisions, the same weight as fellow policymaker Kevin Warsh.
A Seeking Alpha analysis argues investors chasing Marvell's pullback after Q2 results are moving too fast.
An analysis published after Marvell's fiscal Q2 report argues that buying the stock's dip is premature, even as other coverage floats Marvell as a potential $100 billion AI stock.
The sale, aimed at letting staff cash out, sets up a possible IPO valuation north of $1 trillion.
OpenAI completed a $7 billion share sale that values the company at $852 billion, with a future IPO potentially pushing that figure past $1 trillion.
Rising long-term rates are being driven by forces beyond monetary policy, and strategists say 5% could be only the start.
The 10-year Treasury yield is breaking out to the upside, with strategists warning that 5% could be just the beginning of the move.
The upgrade adds to a string of bullish analyst calls on the farm-equipment maker this week.
Deere stock rose after Baird upgraded the farm-equipment maker to Outperform, one of several fresh analyst calls on the company reported August 31, 2026.