The Closer – Duration Risk, Beige Book, Capacity – 9/2/26

Sep 2, 2026

Log-in here if you’re a member with access to the Closer.

  • Very strong results from AI adjacent names continue to roll in with AI server revenues robust for Dell (DELL) and Hewlett Packard (HPE) while AI semiconductors accounted for close to two-thirds of Broadcom (AVGO) revenues.
  • Taking a quantitative evaluation of the latest release of the Beige Book showed little change versus the last release in July.
  • While refiner capacity is unusually strong for this time of the year, petroleum product imports have cratered to the lowest level since the spring of 1995.

See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!

Print Friendly, PDF & Email