Every report the desk has filed, searchable by full text, topic, format, symbol and date range.
Tesla ran into resistance near $377-$381 and Alphabet's Class C shares tested $354 in the September 21 session.
The Nasdaq 100's relative strength index reached 81 at 30,788, a level traders generally treat as overbought, while the Dow Jones Industrial Average sat unmoved at 52,500.
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.
Bookrunner messaging points to an inaugural Australian dollar issue from the search giant, extending the megacap capital-raising cycle into secondary currency markets to fund AI infrastructure build-out.
Alphabet is sounding out an inaugural Australian dollar bond, according to a bookrunner message, marking the latest step in hyperscaler funding diversification as AI capital expenditure outstrips operating cash generation.
Equinix, Dynatrace and Fastly executives point to capacity constraints and AI-driven workload growth at Technology Leadership Forum 2026, while Monday.com's post-earnings momentum and a bullish ASML call underscore investor appetite for second-derivative AI plays.
A cluster of management commentary from the Technology Leadership Forum 2026 reinforces the view that AI monetization is migrating down the stack — into colocation capacity, observability software and edge delivery. Equinix flagged capacity as the binding constraint on growth, Dynatrace tied observability expansion directly to AI workload complexity, and Fastly said edge cloud adoption is gaining traction. Separately, Monday.com's 20%+ July advance and a prominent wealth manager's 50% upside call on ASML after a 5% monthly drawdown highlight rotation into quality compounders on weakness.
Alphabet reported 82% year-over-year revenue growth at Google Cloud, with a large contracted backlog cited as justification for the company's elevated capital spending.