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
DexCom shares jumped sharply after the company reported second-quarter 2026 results that exceeded consensus across key metrics. Strong revenue and adjusted EPS, improved gross margins tied to manufacturing gains and product rollout, updated full-year guidance, sizable free cash flow and a large share-repurchase program combined with analyst target …
Greenland Mines reports increased international interest in Greenland's mineral potential following public remarks by U.S. political figures about the island's strategic importance. The Nasdaq-listed miner is advancing the Skaergaard precious metals project and, pending a transaction close, the Sarfartoq neodymium-praseodymium rare earths project, …
Ares Management Corp Chief Executive Michael Arougheti said the firm could logically broaden its private equity footprint, but only if any acquisition satisfied a range of strategic, cultural and financial criteria. His remarks followed media reports that Ares had been in acquisition discussions with a smaller company in the private markets.
Corteva shares slid about 8.6% in morning trading after the company reported second-quarter revenue that fell short of analyst expectations. While adjusted EPS topped estimates and management nudged up full-year earnings guidance, the revenue shortfall in Corteva's most seasonal quarter, a sizable discretionary pension contribution due imminently, …
T. Rowe Price shares dropped sharply after the Baltimore-based asset manager reported second-quarter 2026 results. Despite posting adjusted diluted EPS of $2.57 and revenue of $1.91 billion, both beating expectations, investors focused on $6.5 billion in net client outflows. The company’s AUM rose to $1.89 trillion year-over-year, but persistent re…
Shares of GE Vernova climbed 4.8% in morning trading to $1,029.07 as investors bought into a rebound from a steep post-earnings decline. Analysts have widely characterized the initial selloff as an overreaction to a quarter that featured record orders, raised guidance and strong contract wins, prompting several price-target increases that now sit w…
Mizuho's TMT team pushed back on investor fears that Chinese memory maker CXMT will overwhelm the DRAM market following its IPO. The bank estimates CXMT's DRAM bit growth will trail the industry in 2027, capping its global share at about 8% and producing a 2026-2028 CAGR roughly in line with peers. Analysts point to equipment service suspensions, a…
Euronext rose sharply after posting Q2 2026 results that exceeded analyst expectations across major metrics. Underlying revenue and income hit €544.4 million, adjusted EBITDA climbed to €360 million with a 66.1% margin, and adjusted EPS of €2.42 topped forecasts. The beat, broad segment growth and a constructive market environment drove a 5.7% intr…
Roblox faced downgrades from BMO Capital Markets and Deutsche Bank following a second-quarter report and outlook that fell short of expectations. Analysts pointed to a platform transition that has reduced near-term monetization, booking shortfalls for the quarter, and guidance that signals the first year-over-year revenue decline in the company's h…
ExxonMobil and Chevron delivered very strong second-quarter profits as disruption in the Strait of Hormuz lifted crude prices and refining margins. Exxon reported $14.5 billion in net income and Chevron posted $12.1 billion, while refining spreads and product shortages amplified earnings despite late-quarter oil price declines.
Linde said Friday it secured a long-term supply contract with one of the world’s largest semiconductor manufacturers and will invest roughly $1 billion in Arizona to produce ultra-high-purity nitrogen, oxygen and argon for two new fabrication plants. The move includes construction and operation of two air separation units and related infrastructure…
East West Ave Acquisition Corp. sold 10,000,000 units at $10.00 each to raise $100 million. The units started trading on the Nasdaq Global Market under the ticker EWAVU on July 31, 2026. Each unit comprises one share of common stock and a right to receive one-fourth of one share upon completion of an initial business combination. D. Boral Capital L…
The European Commission has approved the $55 billion acquisition of Electronic Arts by Saudi Arabia’s Public Investment Fund and a consortium of investors under the EU’s Foreign Subsidies Regulation, according to a commission filing. Electronic Arts reported it had secured all required regulatory approvals as of July 30 and said it expects the tran…
Leopold Aschenbrenner’s AI-focused hedge fund, Situational Awareness, experienced a 67% decline in portfolio value in July following sharp losses in AI-related equities. The fund sold the bulk of its stock holdings this week to billionaire Ken Griffin’s Citadel and has largely exited its public equity positions. Despite the setback, the fund is rep…
IES Holdings’ shares climbed sharply in pre-market trading after the company posted a large fiscal third-quarter beat for the period ended June 30, 2026, and disclosed a two-for-one stock split. Revenue, operating income and net income all rose substantially year-over-year, driven in part by surging demand for data center infrastructure. The compan…
Leonardo said it remains in non-binding discussions with Germany’s Rheinmetall regarding a possible sale of part of recently acquired Iveco Defence Vehicles. Company leaders stressed that any agreement with Rheinmetall is not formal, that the transaction would be one option among multiple, and that inquiries have come from other potential buyers. S…
Ballard Power Systems rallied in pre-market trade after reporting second-quarter 2026 results that showed revenue of $21 million, a 15% year-over-year increase, and a gross margin of 20% - a 28-percentage-point improvement from the same quarter a year earlier. The company also disclosed a definitive agreement to acquire UK-based GeoPura for £275 mi…
Imperial Oil fell in pre-market trading after reporting second-quarter 2026 results that beat on earnings per share but missed revenue expectations by about C$840 million. The revenue shortfall, released before the market open, weighed on the stock even as major U.S. indexes traded higher, indicating the move was company-specific.
Reports that Tesla is internally evaluating a spinoff, sale, or closure of its China operations have intensified speculation that a merger with SpaceX could be proceeding. Elon Musk declined to rule out a combination on Tesla’s July 22 earnings call, and market reactions and analyst probability estimates have shifted accordingly. SpaceX shares have…
Amadeus said air travel bookings have shown signs of recovery following disruptions tied to the U.S.-Israeli war with Iran, which weighed on second-quarter volumes. The company reported a 7.6% decline in quarterly bookings but posted adjusted core earnings that beat analyst expectations, and management said the steepest impact from cancellations an…
A rules-based screener targeting sustained top-line growth, strong returns on capital, healthy balance sheets and meaningful five-year price appreciation returned 68 U.S. names. Six companies emerge as archetypal long-term compounders: NVIDIA, Broadcom, Meta Platforms, Eli Lilly, Arista Networks and Fortinet. Each combines durable economics with sc…
Apple reported FQ3 2026 results that topped consensus on both EPS and revenue, but shares fell about 7.6% pre-market to roughly $308 as Q4 revenue guidance of 9-11% missed the roughly 12% consensus. The company's beat included a $0.11 EPS boost from tariff refunds, and investors zeroed in on weaker Services revenue, a slowdown in Greater China, and…
Acciona's shares fell about 3% after the company reported an 84.3% year-on-year decline in attributable net profit for the first half of 2026, driven by the lack of asset rotation gains that lifted H1 2025 and a swing to a loss at its renewable subsidiary. Management points to July asset disposals and a stronger second half, but investors and analy…
Colgate-Palmolive reaffirmed its full-year net sales guidance after reporting a quarterly sales increase, even as organic sales in North America declined. The company cited volume weakness, market share pressure and inventory reductions at major retailers, while warning that new U.S. tariffs will more than offset recent tariff refunds. Adjusted pro…
Vitol Group and Cargill Inc. have stopped trading with Radiant World, while Glencore Plc has suspended new business with the private iron ore trader amid concerns that some trade documents provided by Radiant World to lenders were invalid. Several banks and credit funds are reviewing exposure to the company, which has expanded rapidly in the iron o…
