News Archive

Every report the desk has filed, searchable by full text, topic, format, symbol and date range.

Bond volatility hits six-month high as 10-year yield rises for sixth straight week

Fixed-income swings are running at their most intense level since March even as stock and crypto volatility gauges sit near yearly lows.

The 10-year Treasury yield has now risen for six consecutive weeks, and bond market volatility has climbed to its highest level since March, even as Wall Street's VIX and bitcoin's equivalent volatility gauges stay near their yearly lows.

MARKET REPORTBEARISH

SoftBank Shares Fall After Oracle Data-Center Warning Stokes AI Funding Fears

Even as SoftBank dropped on doubts about AI infrastructure spending, startup DensityAI is reportedly seeking funding at a $10 billion valuation, underscoring the split in investor sentiment.

SoftBank Group shares fell on September 24 after an Oracle warning about data-center commitments raised fresh doubts about the pace of AI infrastructure spending, even as new entrants like DensityAI seek billion-dollar valuations.

BREAKING STORYBEARISH

Two Howard Hughes Executives Buy Stock in Same Week

Executive chairman Marc Grandisson purchased $1.6 million in shares while chief operating officer Andrew Davis bought $64,489, regulatory filings show.

Howard Hughes Holdings' executive chairman and chief operating officer both disclosed open-market stock purchases, a cluster of insider buying that stands out against the ordinary rate of executive selling seen elsewhere in the market.

MARKET REPORTBULLISH

AI Chip Skeptics Gain Ground as Broadcom, AMD Face New Doubts

Analysts flagged a China-specific risk for Broadcom beyond margin pressure, while a separate note questioned whether AMD's AI spending cycle can keep accelerating.

Seeking Alpha analysis published this week argues Broadcom faces a new China-related risk to its AI story beyond margins, and separately that AMD's AI spending cycle could hit a wall, while Arm shares slid in the same period.

SPECIAL REPORTBEARISH
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