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Markets, decoded

AI-generated coverage of the most relevant US equity stories, refreshed every two days.

US Equities

Sep 1, 2026

Salesforce Earnings Spark Standout Rally in Megacap Software

Salesforce has become one of the standout stories in U.S. equities over the past few days, leading a sharp rally in large-cap software stocks after its latest earnings release. Weekly market data show Salesforce posting a gain of more than 22%, the strongest move among S&P 500 constituents, and helping to pull peers such as Veeva Systems, Synopsys, ServiceNow and CrowdStrike higher.

US Equities

Aug 31, 2026

Broadcom Earnings in Focus as Fed, Geopolitics Test U.S. Equity Sentiment

Broadcom’s upcoming earnings report has emerged as a central focus for U.S. equity investors this week, as markets weigh the outlook for mega-cap tech and semiconductors against a backdrop of sticky inflation and renewed geopolitical tension. With most S&P 500 companies already through the second-quarter season, Broadcom’s results and guidance could carry outsized weight for sentiment around AI infrastructure, cybersecurity spending and broader earnings momentum.

US Equities

Aug 29, 2026

Warsh’s Jackson Hole Inflation Message Caps Choppy Week as Tech Stocks Slip and Gap, PayPal Move

Federal Reserve Chair Kevin Warsh’s inflation-focused remarks at Jackson Hole ended a volatile week for U.S. stocks with a modest pullback, even as major indexes still posted weekly gains. Tech and semiconductor shares, including Marvell Technology, came under pressure, while company-specific news drove notable moves in PayPal and Gap. The week’s close leaves investors focused on the Fed’s next steps, AI-exposed growth names, and corporate guidance.

US Equities

Aug 23, 2026

Moderna’s 177% Single-Day Surge Sets 25-Year Record in S&P 500

Moderna shares soared 177% in a single session this week, a move described as the biggest one-day gain for any S&P 500 stock in 25 years, putting the biotech group back in the market spotlight. The surge also made Moderna the top weekly gainer on at least one overbought-stock screen, standing out even as the broader S&P 500 and Nasdaq indexes ended the week higher but still nursing weekly losses.

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