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
First Solar rallied more than 11% in afternoon trading after reporting a quarter that exceeded analyst expectations and prompting several price-target increases. The company posted Q2 earnings per share of $3.92, net income that rose about 24% year-over-year to roughly $423 million, and disclosed a contracted backlog of 45.1 GW valued at $13.6 bill…
President Volodymyr Zelenskiy has dismissed Ukraine's ambassador to the United States, Olha Stefanishyna, in a decree published Monday. Stefanishyna, who had served in the role for almost a year, said she chose to step down citing personal circumstances and highlighted her efforts to sustain U.S. military support during a difficult political period…
Evercore ISI has designated Live Nation Entertainment as its top choice in communications and media, highlighting second-quarter 2026 results that topped expectations and a fast-moving Venue Nation expansion that management says will materially increase fan capacity over the next several years. The firm raised its price target and projects accelera…
Apple has lodged a legal complaint with Britain’s Investigatory Powers Tribunal to contest a requirement that it enable access to encrypted cloud backups from UK users. The move follows a withdrawn mandate that previously would have covered both UK and U.S. customers and a later notice that reportedly excludes U.S. users. UK officials declined to c…
Oracle shares climbed sharply in afternoon trading after the company deepened an AI alliance with Google Cloud that embeds Gemini models into Oracle’s enterprise applications, while broader market relief tied to a de-escalation in geopolitical tensions reinforced gains. Analyst sentiment remains bullish and a recent multi-year Pentagon contract add…
NVIDIA shares rose sharply in afternoon trading on the back of an industry research firm's higher AI server shipment forecast, raised hyperscaler capex estimates, and mounting optimism ahead of the company's fiscal Q2 2027 earnings. Technical support near the 200-day exponential moving average and reports of improved manufacturing yields on Blackwe…
Equity markets on Monday displayed a range of sizable individual stock moves, with large technology names such as Amazon and Nvidia posting notable gains. Several mid- and small-cap companies also recorded strong upticks, while a cohort of healthcare, gaming and special-purpose acquisition companies saw steep pullbacks tied to earnings, revenue mis…
Apple has registered a legal complaint at the Investigatory Powers Tribunal in response to a recent UK Interior Ministry demand that would require the company to enable access to encrypted cloud backups for British users. The move follows the UK government issuing a new "technical capability notice" after previously dropping a broader mandate that …
Lockheed Martin (LMT) and RTX have both posted strong one-year gains of about 40%, yet the two companies present contrasting narratives. LMT appears attractively priced relative to its Fair Value and delivers superior capital efficiency and cash returns. RTX shows faster top-line momentum driven by commercial aerospace recovery but is trading at a …
Michigan officials reported two deaths tied to the ongoing cyclosporiasis outbreak, as case counts climbed and hospitalizations mounted. Publicly traded restaurant operators, led by Sweetgreen and Yum! Brands, saw shares drop amid renewed concerns about consumer traffic and sales impacts across lettuce-forward concepts.
Citi has hired Rohan Sen from Bank of America to lead coverage of the technology services sector, signaling another step in the bank's effort to grow its technology investment banking capabilities. Sen, who spent 11 years at Bank of America as a managing director in the technology investment banking group in New York, will be based in New York and …
The U.S. Federal Aviation Administration has granted amended type certification and updated Production Limitation Record for the Boeing 737 MAX-7 after an extended review. The decision follows years of technical evaluation and mandated design changes; Boeing stock rose about 5% in afternoon trading. The FAA will maintain on-site oversight of produc…
VF Corp Chief Executive Darrell Bracken invested $492,752 of his own capital to buy 32,894 shares at a weighted average price of $14.98 on July 31, 2026, immediately after the shares dropped about 16% in the wake of Q1 FY2027 results. The purchase increased his direct holdings to 1,402,108 shares. The company reported an adjusted loss per share tha…
Brazil recorded its highest-ever oil production in June, with crude output rising about 19% from a year earlier to 4.5 million barrels per day and combined oil and gas output reaching 5.8 million barrels of oil equivalent per day. The increase, led by state-controlled Petrobras and strong output at fields such as Búzios and Mero, has helped replace…
Amadeus Fire Group reduced its full-year 2026 guidance after first-half results showed declining revenue and compressed operating profitability. The Frankfurt-based staffing and training firm now forecasts flat revenue versus 2025 and a modest rise in operating EBITA, with the updated range positioned at the lower end of prior guidance. Management …
IonQ (IONQ) presents stronger fundamental support than Rigetti (RGTI) based on recent revenue acceleration, wider gross margins and a smaller gap to modeled Fair Value. Rigetti posts declining revenues and a sharply negative net income margin, leaving its elevated market price subject to analyst optimism rather than current financial trajectory.
Amazon's cloud unit reports a transition among customers from heavy model training workloads to deploying trained models for inference within business processes. The company is increasing capital expenditure plans to meet infrastructure needs amid higher component costs, while locking in multi-year customer commitments to help guide data-center inv…
Robinhood Markets intends to take Robinhood Ventures Fund II (RVII) public on the New York Stock Exchange with an expected listing date of August 13 and an anticipated opening price of $25 per share. RVII is organized as a business development company that currently holds positions in 80 private startups, with a concentration on firms connected to …
Three exchange-traded funds that target income take very different approaches and have produced divergent results over the last year. Schwab U.S. Dividend Equity ETF (SCHD) led the trio on total return with +26.78% over 12 months and combines low costs with quality U.S. blue chips. Neos S&P 500® High Income ETF (SPYI) posts the highest cash yield a…
UBS has singled out six gold mining companies as its preferred plays amid a market correction and repositioning. The bank cites structural drivers including central bank accumulation, rising sovereign debt loads, and de-dollarization as underpinning medium-term demand for gold, while warning that near-term risks tied to stronger U.S. data, rising r…
Reported discussions for NXP to acquire Ambarella map neatly to a strategic hole in NXP’s automotive portfolio: advanced, low-power edge AI vision processing. Ambarella’s Edge AI business has grown rapidly and now accounts for the majority of its sales, while NXP’s automotive unit remains a core revenue driver toward a projected $15.1 billion in 20…
Shares of two public micro-reactor developers climbed roughly 7% in the latest session but remain far below prior peaks. Oklo Inc. (OKLO) trades around $41.60 and is trading near multi-year lows after falling roughly 78% from its 52-week high; NuScale Power Corp. (SMR) sits near $9.03 and has lost roughly 84% from its $57.42 peak. Analyst targets a…
Investors face a clear trade-off between Celsius Holdings (CELH) and Monster Beverage (MNST). CELH is trading well below its Fair Value at $28.54, reflecting a deep discount tied to execution risk despite strong recent revenue expansion. MNST, at $93.31, exhibits superior margins, returns, and balance-sheet strength but now sits modestly above Fair…
AstraZeneca shares fell sharply amid reports the company held merger talks with U.S. peer Bristol Myers Squibb that could combine the two firms into a near $400 billion pharmaceutical behemoth. Investors and some portfolio managers voiced scepticism about the strategic merits of such a tie-up for AstraZeneca, while a source familiar with the discus…
Goldman Sachs posts a materially higher net margin, powered by trading and advisory strength, while Morgan Stanley delivers stronger capital returns and steadier fee-based revenue from wealth management. The divergence reflects different business mixes: Goldman’s earnings are more cyclical and leverage-intensive; Morgan Stanley’s are more predictab…
