MarketCatalyst

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

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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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Analysis

Dow Falls for Third Day as Hormuz Deal Hopes and Meta's Rally Offset Surging Treasury Yields

Stocks pared losses Thursday as revived hopes for a deal to reopen the Strait of Hormuz offset pressure from rising Treasury yields, with Meta and Eli Lilly leading gains while Oracle and AI-trade names weighed on the tape.

DDesk24 Sept 2026 · 16:26 ET10 min read
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Analysis

Akamai Soars 17% After Hours on $11.6 Billion Anthropic Cloud Deal

Akamai shares jumped nearly 17% after hours after announcing a seven-year, $11.6 billion cloud deal with Anthropic, complete with an equity warrant and up to $9 billion in potential expansion.

DDesk24 Sept 2026 · 16:19 ET4 min read
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Analysis

IonQ Jumps 12% on Error-Correction Breakthrough and New FIU and NVIDIA Quantum Deals

IonQ shares rose 12% after testing a real-time quantum error decoder, the same day the company announced deployment deals with Florida International University and NVIDIA's NVAQC for its new Superion 256 system.

DDesk24 Sept 2026 · 15:43 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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