MarketCatalyst

Daily recaps, research and guides to how the market actually works.

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Recap

Bond Yields Are Winning the Tug-of-War With Stocks Again

Stocks slipped Tuesday morning as the 30-year Treasury yield hit 5.613%, its highest level since June 2002, while the VIX and crude oil both climbed steadily off their morning lows — though tech and semiconductors held up better than the broader market.

DDesk29 Sept 2026 · 11:39 ET3 min read
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Recap

Zscaler Shares Slide as CRO Transition Overshadows Strong Q4 Beat

Zscaler shares dropped as much as 9% Friday after the company named Ross Tackett as chief revenue officer, succeeding Mike Rich — a leadership change landing just weeks after a strong fiscal Q4 beat and above-consensus FY2027 guidance.

DDesk25 Sept 2026 · 13:07 ET3 min read
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Recap

Microsoft Stock Pops as Copilot Relaunches Into a Workplace AI Hub

$MSFT shares popped after Microsoft unveiled its biggest Copilot overhaul yet, adding Home, Code, Autopilot, Office integration, and new cost-management tools as it pushes the assistant to become a full workplace AI hub.

MRMarketCatalyst Research Desk25 Sept 2026 · 11:13 ET3 min read
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Recap

Anthropic Asks Shareholders to Lock In Founder Control Ahead of IPO

Anthropic is asking shareholders to approve a governance structure giving CEO Dario Amodei and six co-founders 50.1% voting power on most corporate matters ahead of a planned IPO that may now slip past the November midterms.

MRMarketCatalyst Research Desk24 Sept 2026 · 22:31 ET3 min read
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Recap

Oracle Sends Force Majeure Notice Over Stalled New Mexico Data Center, Dragging Bloom Energy Down With It

Oracle shares fell 2.8% after sending a force majeure notice to the developer of Project Jupiter, a 1,400-acre New Mexico data-center campus, while primary energy provider Bloom Energy dropped nearly 6% pre-market.

DDesk24 Sept 2026 · 09:24 ET3 min read
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Recap

10-Year Treasury Yield Tops 5.1%, Highest Since 2007

The 10-year Treasury yield surged more than 14 basis points to 5.116%, its highest since July 2007, as strong PMI data and rising oil prices pushed October Fed rate-hike odds to 70% from 55%

DDesk23 Sept 2026 · 15:25 ET3 min read
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