Daily coverage of equity markets, sectors, and major indices.
In-depth reporting on U.S. and global stock markets, including index performance, sector rotation, earnings reactions, volatility trends, and notable single-stock moves. Designed to help traders and investors understand what is driving price action across equities.
30,181 total articles
SoftBank Group's stock plunged 8.9% after its December-quarter disclosure that ARM and OpenAI together comprise 65% of the company's net asset value (NAV). The conglomerate's NAV fell 1% from the end of September to February 11, with offsetting moves between ARM and additional OpenAI investment leaving the broader portfolio largely unchanged. The N…
Elliott Investment Management said it will not tender its Toyota Industries holdings into the extended tender offer at the current price and has called on other shareholders to follow and to withdraw any shares already tendered. Following the announcement, Toyota Industries shares rose 2.33% to 20,450 yen.
Capgemini Chief Executive Aiman Ezzat rejected calls for complete technological sovereignty in Europe, saying absolute control over the full technology value chain is unattainable. He urged policy-makers to pursue tailored sovereignty solutions that balance regulatory objectives with the need for businesses to access AI and cloud services, while hi…
Heijmans delivered strong 2025 financial results, with group revenue rising 7.3% to €2.77 billion and adjusted EBITDA climbing 26.8% to €252 million. Net profit increased 44.4% to €130 million and the company raised its dividend to €2.37 per share. The order book expanded to €3.68 billion, and management provided optimistic 2026 guidance targeting …
Logistea reported fourth-quarter results that were broadly in line with market forecasts. Income from property management slightly exceeded consensus, net operating income matched expectations, and the company proposed a dividend above analyst forecasts. Modest property revaluations and a small dip in occupancy were offset by an improved cost of fi…
Jenoptik AG reported preliminary full-year 2025 sales of about €1.05 billion, a 6% decline year-over-year, and preliminary EBITDA of roughly €192 million, down 13% versus 2024. Fourth-quarter orders were weak, leaving the full-year book-to-bill at 0.95x and the Q4 book-to-bill at 0.75x. Management expects a return to revenue growth and margin impro…
Tietoevry has increased its 2026 cost-savings target and is focusing on margin improvement despite a soft top-line outlook. The company reported a 2% organic revenue decline in Q4 2025, significant progress on adjusted EBITA margin, and substantial headcount reductions. Management expects modestly negative to flat organic growth in 2026 but is aimi…
Saudi-backed Midad Energy has signed a term sheet to acquire Lukoil’s targeted overseas assets, submitting an all-cash offer held in escrow. The agreement, finalized in late January, is subject to approvals from multiple regulators, including the U.S. Treasury, as the parties work through sanctions-related constraints. The move highlights continued…
Aedifica reported rental income of €361 million for fiscal year 2025, a 6.8% increase year-over-year driven by external growth and steady like-for-like performance. EPRA earnings came in at €244.8 million and clean EPS rose to €5.15. The company also increased its dividend and maintained balance-sheet metrics, while reporting mixed occupancy trends…
Discussions over Sky’s potential £1.6 billion ($2.18 billion) acquisition of ITV’s broadcast channels and streaming platform have slowed in recent weeks. The talks - intended to create a top-three UK streaming service able to compete with global platforms - are being hampered by the complexity of separating ITV Studios and by distraction from the o…
Elkem ASA will divest its silicones business in a cashless share swap with major shareholder Bluestar, receiving about 383.3 million Bluestar shares. The move reduces reported net debt and leaves the remaining group with higher leverage metrics and a lower implied valuation multiple. Fourth-quarter results showed silicones outperformed expectations…
Safran CEO Olivier Andries said CFM will attempt to supply additional engines to Airbus this year if possible, while emphasizing that the company's primary obligation is to fulfill its pre-existing contractual commitments. CFM's forecast for a 15% rise in LEAP engine deliveries this year does not include assumptions about expanding its market share…
Registration figures and interviews indicate tens of thousands of foreign-brand cars are reaching Russia through China via gray-market routes. Many are produced in China with international partners or are reclassified zero-mileage vehicles sold in China then exported, enabling dealers to evade export restrictions introduced after Russia's 2022 inva…
Fastighets AB Trianon reported a strong fiscal 2025 showing, with profit from property management per share rising 27% and adjusted net asset value up 8% year-over-year. The company reinstated a dividend of SEK 0.25 per share, exceeded consensus expectations by 27%, and has guided for another year of double-digit profit growth in 2026.
European equities fell on Friday as lingering worries over how new AI models may disrupt traditional business models weighed on sentiment. Mixed corporate reports from L’Oreal, Delivery Hero and Safran, together with disappointing gross margins at Cisco Systems, contributed to a cautious tone. The STOXX 600 was down about 0.3% and looked set to fin…
Indonesia's equity benchmark ended the session lower, slipping 0.70% as losses across Infrastructure, Financials and Agriculture sectors pressured the market. Several small-cap stocks posted strong gains while others retreated sharply. Commodity prices and local currency pairs showed modest daily moves.
ConocoPhillips and its consortium will commit roughly 20 billion Norwegian crowns ($2.11 billion) to bring three fields in the Greater Ekofisk area back into production under the Previously Produced Fields (PPF) project. The plan targets gas and condensate recovery from Albuskjell, Vest Ekofisk and Tommeliten Gamma, which have been shut since 2019 …
European equity markets traded unevenly on Friday as investors processed another round of corporate results and an overnight selloff in U.S. technology shares ahead of flash eurozone growth data and U.S. inflation figures. Major benchmarks showed modest moves in both directions while energy markets reacted to forecasts of a sizeable supply surplus.
British equities ticked slightly higher at the Monday open as the pound weakened modestly against the dollar. NatWest Group reported a 24% rise in annual profit for 2025, beating internal consensus and raising its return on tangible equity goal. European indices were mixed and geopolitical developments, including planned defence procurement proposa…
Novartis reported that Vanrafia reduced the rate of kidney function decline in adults living with IgA nephropathy (IgAN) based on phase 3 trial results. The company previously received accelerated approvals in the United States and China in 2025 to treat proteinuria associated with IgAN, and intends to file for traditional regulatory approval in 20…
AD Ports Group reported fiscal 2025 results that exceeded company consensus across key metrics, including EBITDA and net profit. Strong fourth-quarter performance was driven by the Maritime and Economic Cities & Free Zones divisions. Operating cash flow surged and the group recorded positive free cash flow for the first time, even as capital expend…
Huhtamaki reported a slight fourth-quarter earnings beat with EBIT of €103 million and earnings per share of €0.65, alongside a robust €311 million in free cash flow. Sales declined 2% year-on-year, with volume gains in North America and Fiber, while Foodservice sales fell amid weaker volumes in Western Europe and the UK. Management says trading co…
Japan's equity market ended the session lower, with the Nikkei 225 sliding 1.24% at the close in Tokyo. Sectors including Paper & Pulp, Transport and Communication were among the weakest performers. While several individual stocks posted strong gains, a larger number of issues fell, and measures of implied volatility eased.
Capgemini reported 2025 revenue of 22.47 billion euros, a 3.4% increase at constant exchange rates that exceeded its October guidance. Fourth-quarter sales jumped 10.6%, with newly consolidated units WNS and Clou4C cited as significant contributors. The company said generative and agentic AI accounted for more than 10% of group bookings in the late…
Belén Garijo, 65, who will take over as Sanofi's CEO in April, inherits a company grappling with a stalled development pipeline, heavy reliance on the asthma drug Dupixent for revenues, declining vaccine sales and a share price under pressure. Investors praise her operational rigor but point to a mixed R&D track record at Merck KGaA, where she has …
