What an index, a sector or an asset class did, and why. The default for session coverage.
A hotter-than-expected employment reading is being flagged as the catalyst that could send bond yields sharply higher and test the stock rally.
Analysts are warning that the upcoming U.S. jobs report could be strong enough to force the Federal Reserve into a September rate hike, a scenario one analysis says would send rates 'soaring.'
A strong week of subscription-software earnings is undercutting the year-long fear that AI assistants would gut the software-as-a-service business model.
Commentators are calling the months-long 'saaspocalypse' scare overdone after a strong week of software earnings, with one analysis saying the sector's rally could extend through October.
Higher borrowing costs across the world's largest developed economies are compounding pressure on public finances already strained by the conflict.
G7 governments have absorbed tens of billions of dollars in additional debt-servicing costs since the US-Iran war started, according to the Financial Times.
Traders priced in tighter Fed policy after Kevin Warsh's tough inflation talk, though the shift may not last.
Bond traders responded to Kevin Warsh's hawkish Jackson Hole comments on inflation, but the market reaction has come with a caveat: 'for now.'
Treasury Secretary Bessent defended yen support on borrowing-cost grounds as commentary flagged that carry traders may be pricing more aggressive Fed hikes.
Treasury Secretary Bessent defended supporting the yen by citing risks to US borrowing costs, while separate commentary suggested yen carry traders may be positioning for more aggressive Fed rate hikes.
Two-year Treasury yields and the dollar climbed alongside stocks as investors priced in a firmer Fed stance.
Equities, the dollar and 2-year Treasury yields all rose together in the August 28 session as traders raised bets on a rate hike following a speech from Kevin Warsh and comments from the Fed chair.
A US-exchange price premium that had been negative for months flipped positive, a signal some traders read as returning US demand.
Bitcoin held above $80,000 and the Coinbase premium indicator turned positive for the first time since May, while solana led major tokens higher.
CEO Michael Hurlston, general counsel Jae Kim, an EVP and a company president all reported large stock sales in the same period.
Multiple Lumentum executives, including CEO Michael Hurlston and EVP Vincent Retort, disclosed large stock sales, with Retort's alone totaling $33 million.
Crude prices slipped in the August 27 session as traders weighed Venezuela supply reports and a potential Hormuz deal against simmering Iran tensions.
Oil prices edged lower in the August 27 session and were on track for a weekly loss despite ongoing Iran-related tensions, as reports of a possible Hormuz Strait deal and Venezuela supply developments weighed on the market.
Air New Zealand topped quarterly earnings estimates while Virgin Australia beat on profit and pulled back on capacity growth even as it raised its revenue outlook.
Air New Zealand beat its Q2 2026 earnings-per-share forecast and Virgin Australia posted a profit beat while raising its revenue outlook, even as both signaled more caution on capacity.
Goldman Sachs held its price target at $195 even after the chipmaker's upgraded guidance, and MarketWatch says the July-quarter results didn't clear a high enough bar.
Marvell boosted its forecasts following July-quarter results, but Goldman Sachs kept its price target unchanged at $195, and MarketWatch reported the update wasn't enough to lift the stock.
A post-earnings analysis is now working through the retailer's next catalysts after the stock's decline.
Dollar Tree stock fell following its latest earnings report, prompting analysts to lay out the next catalysts investors should watch.
BMO, Stifel and Mizuho each lifted their targets, citing AI product momentum and demand strength.
Three separate brokerages raised their price targets on Salesforce in the same period, all pointing to AI-driven demand as the reason.
Component makers and assemblers across Asia reacted unevenly to Nvidia's results, even as the numbers themselves were described as a record quarter.
Nvidia's latest quarterly results triggered a mixed, rather than uniformly positive, reaction among its Asian supply-chain partners.
Investors held positions steady heading into the report, leaving major benchmarks little changed for the August 26 session.
Major US stock indexes closed roughly flat on August 26 as investors avoided large bets before Nvidia's earnings release.
Oil fell on hopes for eased tensions around the Strait of Hormuz even as US stock futures slipped ahead of two closely watched releases.
World stocks edged higher while US futures fell as investors positioned for Nvidia's earnings and the PCE inflation data, with oil prices dropping on hopes of eased Hormuz Strait tensions.
Oil prices dropped after reports of talks between Iran and Oman over the Strait of Hormuz, dragging energy shares lower even as broader European indexes rose.
Energy stocks worldwide traded lower in the August 26 session as crude oil fell on news of Iran-Oman talks over the Strait of Hormuz, a key oil shipping route.
The 50% memory jump comes as chip prices climb industry-wide, a cost investors will watch alongside Nvidia's earnings this week.
AMD's upcoming AI accelerator carries 432 gigabytes of memory, 50% more than its predecessor, arriving just as memory chip prices rise across the industry.
Easing fears of a wider Middle East conflict pushed crude down and bond yields with it, even as the ECB is still expected to raise rates in September.
WTI crude retreated as diplomatic progress reduced the geopolitical risk premium in oil prices, and Treasury yields fell in tandem, while sources say the European Central Bank remains on track to raise rates in September despite Iran-related concerns.
The rally coincided with fresh US sanctions targeting Iran, a pairing that has previously driven safe-haven flows into crypto.
Bitcoin reached its highest level in three months after the US Treasury announced new sanctions on Iran.