The Markets Desk — Week 37 · Fri 11 Sept 2026
Primary sources / Read in full · not in digest
Companies

Every document the research rests on, open the originals yourself.

10-Ks, 10-Qs, 8-Ks and earnings-call transcripts read in full, not digests. This is the complete index, and each entry links straight to the filing.

A steel document clip with copper rivets holding a few sheets, on paper.
Sources
1618
SEC filings
1555
Companies grounded
343
Citations
1192

Indexed by company

Newest source first within each dossier
3D Systems2 sources
Accuray2 sources
ACM Research2 sources
Advanced Micro Devices2 sources
AECOM2 sources
Aeva Technologies3 sources
Air Products & Chemicals2 sources
Albemarle2 sources
Alcoa17 sources
Allegro MicroSystems2 sources
Alliant Energy2 sources
Allient2 sources
Alphabet3 sources
Altimmune3 sources
Amazon (AWS)19 sources
Ambarella3 sources
Ameren2 sources
American Electric Power2 sources
American Tower2 sources
Amgen3 sources
Amkor Technology2 sources
Amphenol16 sources
Amprius Technologies3 sources
Analog Devices2 sources
APi Group2 sources
Applied Digital14 sources
Applied Materials7 sources
Applied Optoelectronics3 sources
Archer Aviation2 sources
Arista Networks2 sources
Arm Holdings1 source
Array Technologies3 sources
ASE Technology1 source
ASML Holding1 source
ASP Isotopes3 sources
AST SpaceMobile2 sources
Astera Labs3 sources
Astronics2 sources
Atkore2 sources
Atmos Energy2 sources
Aurora Innovation2 sources
Axcelis Technologies2 sources
AXT Inc3 sources
Baidu1 source
Ballard Power Systems1 source
BHP Group1 source
BioAge Labs3 sources
Bloom Energy17 sources
Broadcom16 sources
Brookfield Renewable1 source
Butterfly Network17 sources
BWX Technologies3 sources
Cadence Design Systems18 sources
Cameco1 source
Camtek1 source
Canadian Solar1 source
Carrier Global2 sources
Caterpillar2 sources
Celestica4 sources
CenterPoint Energy2 sources
Centrus Energy3 sources
Century Aluminum3 sources
Cerebras Systems7 sources
CEVA Inc2 sources
Chart Industries2 sources
Ciena2 sources
Cirrus Logic2 sources
Cisco Systems2 sources
Clearway Energy2 sources
Cleveland-Cliffs3 sources
CMS Energy2 sources
Cognex2 sources
Coherent Corp2 sources
Comfort Systems USA2 sources
Consolidated Edison2 sources
Constellation Energy3 sources
CoreWeave28 sources
Corning2 sources
Credo Technology3 sources
Critical Metals Corp1 source
Crown Castle2 sources
Cummins2 sources
Daqo New Energy1 source
Dell Technologies2 sources
Denali Therapeutics3 sources
Denison Mines1 source
Digital Realty Trust2 sources
DigitalBridge Group2 sources
Diodes Incorporated2 sources
Dominion Energy2 sources
Draganfly1 source
DTE Energy2 sources
Duke Energy2 sources
Eaton2 sources
EchoStar2 sources
Edison International2 sources
EHang Holdings1 source
Electra Battery Materials1 source
Eli Lilly2 sources
EMCOR Group3 sources
Emerson Electric2 sources
EMX Royalty1 source
enCore Energy2 sources
Energy Fuels2 sources
EnerSys2 sources
Enovix3 sources
Enphase Energy2 sources
Entegris2 sources
Eos Energy Enterprises3 sources
Equillium, Inc.16 sources
Equinix16 sources
Ero Copper1 source
ESS Tech2 sources
Eve Holding2 sources
Evergy2 sources
Eversource Energy2 sources
Exelon2 sources
Fabrinet2 sources
FARO Technologies2 sources
Fervo Energy1 source
First Solar19 sources
FirstEnergy2 sources
Fluence Energy3 sources
FormFactor2 sources
Franco-Nevada1 source
Freeport-McMoRan3 sources
FuelCell Energy3 sources
Garmin2 sources
GDS Holdings1 source
GE Vernova2 sources
Generac Holdings2 sources
Gilat Satellite Networks1 source
GlobalFoundries1 source
Globalstar2 sources
Globus Medical2 sources
GrafTech International3 sources
HEICO3 sources
Hesai Group1 source
Hewlett Packard Enterprise2 sources
Himax Technologies1 source
Honeywell2 sources
Hubbell2 sources
Hudbay Minerals1 source
Hyperfine3 sources
Ichor Holdings2 sources
IES Holdings2 sources
Impinj2 sources
indie Semiconductor2 sources
Innoviz Technologies1 source
Intel3 sources
Intuitive Machines2 sources
Intuitive Surgical3 sources
ioneer1 source
IperionX1 source
Iridium Communications3 sources
iRobot2 sources
Iron Mountain2 sources
Ivanhoe Electric3 sources
Jabil3 sources
Jacobs Solutions2 sources
JBT Marel3 sources
JinkoSolar1 source
Joby Aviation3 sources
Johnson & Johnson2 sources
Johnson Controls2 sources
Kaiser Aluminum3 sources
Karman Holdings3 sources
Keysight Technologies2 sources
KLA Corporation2 sources
Kodiak AI2 sources
Lam Research7 sources
Lattice Semiconductor2 sources
Lightbridge2 sources
Lightwave Logic3 sources
Linde2 sources
Lithium Americas2 sources
Lithium Argentina1 source
Lumen Technologies2 sources
Lumentum17 sources
MACOM2 sources
Marvell Technology6 sources
MasTec2 sources
Materion3 sources
MaxLinear3 sources
Maze Therapeutics2 sources
Medtronic2 sources
Meta AI / FAIR3 sources
Meta Platforms11 sources
Microbot Medical2 sources
Microchip Technology2 sources
Micron21 sources
Microsoft8 sources
Microvast Holdings2 sources
MicroVision2 sources
Middleby2 sources
MKS Instruments2 sources
Modine Manufacturing2 sources
Momentus2 sources
Monolithic Power Systems3 sources
MP Materials3 sources
Myomo3 sources
MYR Group2 sources
Nano Nuclear Energy2 sources
Nauticus Robotics3 sources
Navitas Semiconductor2 sources
Nebius Group25 sources
Neumora Therapeutics2 sources
NexGen Energy1 source
NextEra Energy2 sources
Nextpower (ex-Nextracker)17 sources
NiSource3 sources
Nokia1 source
Nouveau Monde Graphite1 source
Nova Ltd1 source
Novanta2 sources
Novo Nordisk1 source
Novonix1 source
NRG Energy17 sources
Nucor3 sources
NuScale Power2 sources
nVent Electric18 sources
NVIDIA16 sources
NXP Semiconductors2 sources
Oceaneering International2 sources
Oklo2 sources
ON Semiconductor2 sources
Onto Innovation2 sources
Oracle13 sources
Ormat Technologies2 sources
Ouster3 sources
Palantir3 sources
Palladyne AI2 sources
Penguin Solutions3 sources
Perpetua Resources2 sources
PG&E Corporation2 sources
Photronics2 sources
Piedmont Lithium2 sources
Pinnacle West Capital2 sources
Planet Labs3 sources
Plug Power2 sources
POET Technologies1 source
Pony.ai1 source
POSCO Holdings1 source
Powell Industries2 sources
Power Integrations2 sources
PPL Corporation3 sources
PROCEPT BioRobotics3 sources
Proto Labs2 sources
Public Service Enterprise Group3 sources
Qorvo2 sources
Qualcomm17 sources
Quanta Services2 sources
Quantum Computing Inc3 sources
Quantum-Si3 sources
QuantumScape3 sources
Rambus2 sources
Redwire2 sources
Regal Rexnord2 sources
Richtech Robotics2 sources
Rio Tinto1 source
Rocket Lab2 sources
Rockwell Automation2 sources
Royal Gold3 sources
Satellogic4 sources
SBA Communications3 sources
Sempra2 sources
Semtech2 sources
Shoals Technologies3 sources
Sidus Space2 sources
Sigma Lithium1 source
Silicon Laboratories3 sources
SiTime3 sources
SkyWater Technology3 sources
Skyworks Solutions2 sources
SolarEdge Technologies3 sources
Solid Power2 sources
Southern Company16 sources
Southern Copper16 sources
Spire Global2 sources
SPX Technologies2 sources
SQM1 source
Standard Lithium1 source
Steel Dynamics16 sources
Stem Inc2 sources
Stereotaxis3 sources
Sterling Infrastructure2 sources
STMicroelectronics1 source
Stratasys1 source
Structure Therapeutics3 sources
Stryker2 sources
Sunrun3 sources
Super Micro Computer3 sources
Symbotic2 sources
Synaptics2 sources
Synopsys2 sources
Talen Energy3 sources
Taseko Mines1 source
Teck Resources1 source
Teledyne Technologies2 sources
Telesat1 source
Teradyne2 sources
Terns Pharmaceuticals2 sources
Tesla5 sources
Texas Instruments2 sources
Tower Semiconductor1 source
TPI Composites2 sources
Trane Technologies2 sources
Trimble2 sources
Triple Flag Precious Metals1 source
Tronox Holdings3 sources
TSMC11 sources
Ultra Clean Holdings2 sources
United Microelectronics1 source
United States Antimony3 sources
Uniti Group11 sources
Unity Biotechnology2 sources
Ur-Energy2 sources
Uranium Energy3 sources
Uranium Royalty1 source
USA Rare Earth2 sources
Vale1 source
Veeco Instruments2 sources
Vertex Pharmaceuticals2 sources
Vertiv Holdings17 sources
Viasat2 sources
Vicarious Surgical2 sources
Viking Therapeutics18 sources
Virgin Galactic2 sources
Vishay Intertechnology2 sources
Vistra2 sources
VNET Group1 source
WEC Energy Group2 sources
WeRide1 source
WESCO International2 sources
Westwater Resources2 sources
Wheaton Precious Metals1 source
WhiteFiber3 sources
Wolfspeed2 sources
Xanadu Quantum Technologies1 source
Xcel Energy2 sources
XPeng1 source
Zebra Technologies2 sources
Zimmer Biomet2 sources

How the corpus is kept

The registry is mechanical: every source is a document read in full, indexed under the company dossier it grounds and tagged with any published call that rests on it. How those calls are made and graded lives on the methodology page.