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
Hut 8 Corp shares climbed more than 20% intraday following a Financial Times report identifying Nvidia as the undisclosed anchor tenant for the company’s 1-gigawatt Beacon Point data center campus in Texas. The lease carries a base-term contract value of $19.6 billion over 15 years and could reach $50.2 billion if all renewal options are exercised.…
Options pricing indicates Unity Software Inc. (NYSE: U) could experience an 11% intraday move when it reports quarterly results on August 6 before the market opens. Bloomberg-derived options data underpins the implied move, and a review of the company’s last eight earnings announcements shows varied actual share-price reactions relative to implied …
SanDisk Corporation shares jumped sharply in morning trade, recovering a large portion of earlier losses after a combination of supportive industry commentary, an optimistic analyst read on pricing, and encouraging peer results. The move came as markets rallied broadly and with SanDisk set to report fiscal fourth-quarter results on August 5.
Ferrari's CEO Benedetto Vigna said orders for the automaker's first full-electric model, the Luce, are proceeding in line with expectations, two months after the car received negative reviews at launch. Introduced in May at a price of €550,000, the five-seat, four-door saloon is drawing interest from both existing and new clients across regions. Fe…
Jana Partners has escalated its campaign at payments firm Fiserv, sending a formal demand that management undertake a comprehensive review of the company’s entire portfolio and appoint new directors to address governance concerns. The move follows private talks, recent asset sale activity at Fiserv and a sharp decline in the company’s market value …
Oppenheimer downgraded Fiverr International to Perform from Outperform after the company reduced full-year revenue and EBITDA guidance, citing accelerated pressure from large language model adoption. Goldman Sachs also moved its rating to Neutral and halved its price target. Both firms pointed to a decline in active buyers even as spend per buyer r…
Belden Inc. jumped in pre-market trading after reporting adjusted EPS of $2.34 for its fiscal second quarter and revenue of $750 million, both above analyst forecasts. Management issued third-quarter revenue guidance that exceeded consensus and cited the recently closed $1.85 billion acquisition of RUCKUS Networks as a meaningful contributor to the…
Travis Kalanick’s Atoms raised $1.7 billion in equity and debt financing in a round led by Andreessen Horowitz, with Uber among the equity backers. While Atoms is not a consumer-facing delivery app, its combination of ghost kitchen infrastructure and an autonomous transport arm creates a potential vertically integrated competitor to DoorDash in the…
Intel’s shares climbed despite a report that Taiwan Semiconductor Manufacturing Co. (TSMC) is working on an advanced packaging solution similar to Intel’s EMIB. While such a move could erode a key differentiator for Intel’s foundry business over time, fresh earnings from major cloud players have reinforced investor confidence that robust AI infrast…
XPO Logistics shares rose in pre-market trade after the company reported a second-quarter performance that exceeded analyst expectations. Adjusted diluted earnings per share reached $1.70, beating the consensus by $0.23 and improving 65 cents year-over-year. Strong LTL mix and efficiency initiatives drove record operating results, while consolidate…
PBF Energy shares rose in pre-market trading after the company posted second-quarter results that well exceeded analyst estimates, driven by elevated refining margins and the restart of its Martinez refinery. The company topped EPS and revenue forecasts, announced a quarterly dividend, and scheduled a conference call to discuss results, while broad…
An internal BP email indicates the company plans to eliminate about 700 positions worldwide, targeted at non-frontline roles within production and operations. The moves form part of a broader program to simplify the business, reduce debt and concentrate capital on oil and gas investments after scaling back renewable spending. A company spokesperson…
HSBC downgraded Procter & Gamble to Hold from Buy and reduced its price target to $149 from $182, pointing to persistent reinvestment in marketing and innovation that has not produced stronger sales volumes or a rebound in margins. The bank flagged flat organic sales in P&G's fiscal fourth quarter, a miss on adjusted operating income, and an extend…
Haleon reported a first-half adjusted operating profit above expectations but modest organic revenue growth, driven by tepid European demand and a sharp decline in respiratory sales, prompted investor concern. Management expects a stronger second half supported by emerging markets and a recovery in cough-and-cold demand, and says margin improvement…
Mizuho upgraded Bloom Energy from Neutral to Outperform and assigned a $242 price target, pointing to better-than-expected operational execution, accelerating margin expansion and improving operating leverage. The firm said revenue and product shipments beat its forecasts, that operating leverage has shown up sooner than projected, and highlighted …
Stocks tied to the artificial intelligence buildout weakened as investors weighed whether the enormous capital outlays for data centers, power, and GPUs are producing the transformative AI agents promised. Meta showed steep premarket losses, NVIDIA and Oracle saw credit-market stress, and chip-linked markets in South Korea plunged, all as market pa…
Rio Tinto shares rallied after the group reported a material beat in first-half 2026 results, including a 28% rise in underlying EBITDA to $14.8 billion, a 75% increase in free cash flow to $3.8 billion, and an interim dividend of $3.4 billion. Analyst upgrades from major banks and positive sector momentum on London markets further supported the st…
Oracle shares climbed after the company announced an expanded agreement with Google Cloud that brings Gemini models into Oracle AI Agent Studio for Fusion Applications and plans native embedding across Fusion Cloud Applications and Oracle NetSuite. The rollout will include Gemini 3.1 Flash Lite for cost-efficient tasks and Gemini 3.5 Flash for adva…
Inovio Pharmaceuticals' stock dropped 30.8% in Thursday premarket trading after the company set terms for a $20 million underwritten public offering priced at $0.95 per share and warrant. The deal includes warrants exercisable at $1.10 and grants the underwriter a 30-day option to acquire additional shares and warrants. Piper Sandler is sole manage…
This report summarizes the most material insider transactions disclosed on Wednesday, July 29, 2026. The day featured several notable purchases led by a CVB Financial director and company insiders boosting positions in smaller-cap names, alongside large divestitures by executives and major holders at established financial and technology firms. The …
Microsoft’s continued rollout of its Maia 200 AI accelerator increases requirements for the networking and interconnect stack that binds chips into large-scale clusters. Marvell, which supplies custom XPUs, scale-up and scale-out switching silicon and optical DSPs to hyperscalers, stands to see demand grow as Maia 200 deployments expand, according …
Jones Lang LaSalle reported second-quarter 2026 results that surpassed analyst expectations on adjusted earnings and revenue, backed by a pronounced increase in advisory business. Management raised full-year adjusted EPS guidance to imply roughly 34% year-over-year growth at the midpoint, and the company continued share repurchases. The report, rel…
Morgan Stanley upgraded Galderma Group AG to overweight from equal-weight and lifted its price target to 210 Swiss francs, driven largely by stronger-than-expected performance for Nemluvio and the company's injectable aesthetics portfolio. The bank increased multi-year forecasts and flagged the potential for a further sales-guidance revision at thi…
Eli Lilly and contract manufacturer Resilience will invest $750 million to expand pharmaceutical manufacturing capacity in the United States, increasing output of key medicines and creating 400 high-skilled jobs in the Cincinnati, Ohio region. The expanded operations will include production of Lilly’s KwikPen injectable device. The multi-year manuf…
The KOSPI has swung from a one-year gain of 71.87% to a one-month drop of 34.01%, driven by the same force in both directions: AI memory chips. Two companies - Samsung Electronics (005930) and SK Hynix (000660) - account for more than half the index’s weight, leaving Korea unusually exposed to moves in a narrow set of names. Forced deleveraging in …
