Every report the desk has filed, searchable by full text, topic, format, symbol and date range.
Traders priced in fewer Fed rate hikes after hiring cooled more than expected, pulling yields down and lifting Wall Street at the open.
Wall Street opened higher on October 2 as a softer September payrolls report reduced expectations for further Federal Reserve rate hikes and pushed Treasury yields lower.
Evercore's upgrade of electrical-equipment maker Legrand and a Micron price-target hike show the AI buildout trade broadening into memory and power infrastructure.
Evercore upgraded Legrand on datacenter growth while cutting Siemens on margin concerns, and CLSA raised its Micron price target on a stronger memory pricing outlook, as Nvidia shares also advanced.
The chipmaker is raising capital to fund a custom AI chip program for the OpenAI rival, Bloomberg reported.
Broadcom is amassing roughly $60 billion to fund the production of AI chips designed for Anthropic, according to Bloomberg.
Pre-IPO derivatives barely moved on the AI lab's prospectus even as Nvidia turns to insurers to offload build-out risk.
Anthropic's prospectus disclosed plans to spend $518 billion on AI infrastructure despite heavy losses, yet pre-IPO perpetual futures on crypto exchanges barely moved.
CEO Jensen Huang frames the repurchase as a vote of confidence in the AI buildout even as bubble worries mount elsewhere on the Street.
Nvidia authorized a $150 billion share buyback, the largest in the company's history, according to comments from CEO Jensen Huang.
The chipmaker is pushing new software to guard AI agents against breaches, citing a real-world incident at Hugging Face as proof of concept.
Nvidia launched AI security software aimed at preventing agent breaches, saying the tools could have stopped a hack that hit AI platform Hugging Face.
A relaxation of Beijing's informal restrictions could reopen a major revenue channel for Nvidia that has been effectively closed to its most advanced processors.
China may permit Alibaba and ByteDance to purchase new Nvidia chips, according to The Information, a shift that could restore demand from two of the country's largest AI buyers.
The exchange-traded fund tracking the seven largest US tech names finally cleared its previous all-time high set in May, led by AI-related gains.
An ETF tracking the 'Magnificent Seven' stocks closed above the record high it set in May, reflecting renewed strength in the group's AI-linked names.
A Wall Street AI rally carried into the September 21 Asia session, with LG Electronics jumping on a Nvidia cooling-technology endorsement.
AMD's market capitalization crossed $1 trillion as chip stocks across Wall Street and Asia rallied together on September 21.
Rare-earth magnet exports to the US have plunged as both governments prepare to meet on September 24, with billions in chip sales hanging on the outcome.
Nvidia's $108 billion sales forecast assumes zero AI chip sales to China, a gap that could close or widen depending on what Trump and Xi agree to on September 24.
Arm's chief executive says orders are "off the charts," while cloud provider Nebius is raising prices for Nvidia GPU access starting in October, both pointing to the same bottleneck: not enough chip capacity.
Arm's CEO says chip demand is outstripping manufacturing capacity, and Nebius is raising Nvidia GPU rental prices from October as a result.
Piper Sandler flags weakening market breadth while Michael Burry bets against Nvidia and Palantir, even as BlackRock says stay invested in AI.
Piper Sandler warned that market breadth — how many stocks are participating in gains versus a handful of leaders — is weakening even as strategists disagree on whether to stay long the AI trade.
A single OpenAI agreement accounts for much of the AI chipmaker's order pipeline, raising questions about customer concentration.
Cerebras reported a $25.4 billion backlog that is nearly 29 times its expected revenue for the year, with one OpenAI deal driving much of the total.
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.
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.
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 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.
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.
Yahoo Finance reports the index's advance is being driven overwhelmingly by Microsoft and Nvidia, even as JPMorgan stays bullish on the broader market.
The S&P 500 keeps setting records, but Yahoo Finance's reporting says Microsoft and Nvidia are effectively carrying the entire index higher.
Nvidia's latest results underline how much ground rivals must close in AI chips, according to Yahoo Finance and The Motley Fool coverage of the print.
Nvidia's second-quarter results were strong enough that two separate outlets framed them as bad news specifically for AMD and Intel, not just a win for Nvidia.