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.
23,103 total articles
Palantir Technologies shares climbed sharply after the company announced a sovereign AI collaboration with Nvidia and broadened a commercial partnership with Surf Air Mobility, while a presidential financial disclosure revealed a notable Palantir holding. The moves, together with robust Q1 2026 results and supportive analyst notes, helped push the …
Global activist investors increased pressure on corporate boards in the second quarter, lifting the pace of campaigns in the first half of 2026. Barclays data shows activists pursued more sales and other M&A-related outcomes as deal values recovered, with technology and industrial companies the most targeted sectors.
Fox Corp Class A shares jumped after Wolfe Research upgraded the stock to Outperform and set a $71 price target, arguing the planned merger with Roku transforms Fox from a traditional broadcaster into a broader connected-TV growth platform. The upgrade, together with prior target increases from other firms and active share buybacks by Fox, pushed t…
Hims & Hers Health shares rose sharply in morning trading after Canaccord Genuity boosted its price target to a Street-high $40 from $32 and kept a Buy rating. The upgrade leaned on better consumer spending trends, a stronger-than-expected rollout of branded weight-loss drugs and the company’s expanding peptide business. Investors are also watching…
JPMorgan upgraded Wärtsilä to Neutral from Underweight and lifted its price target to €30.60 from €25, pointing to stronger medium-term prospects in the company's Energy division. The bank sees a 19% CAGR in clean operating profit in Energy through 2030 versus a 2025 base, driven by pricing and expanded capacity, and expects demand from data center…
Hims & Hers Health Inc. shares rose after Canaccord increased its price target to $40 from $32 while maintaining a Buy rating. The upgrade follows a strong second-quarter performance and recent operational moves, including a generic semaglutide rollout in Canada and the close of the Eucalyptus acquisition. Card-payment trends improved over the quar…
Sony Interactive Entertainment said it will end manufacture of physical discs for all new PlayStation games in January 2028. The policy, which applies to all publishers, follows a sustained shift toward digital purchases on PS4 and PS5. New titles already on shelves or released before the cutoff will remain available in disc form; afterwards Sony p…
Goldman Sachs announced Michael Bosworth will serve as acting general counsel and join its core executive leadership team effective after Kathryn Ruemmler stepped down on June 30. Ruemmler resigned following the release of U.S. Justice Department documents alleging she accepted gifts from Jeffrey Epstein and advised him on responding to media inqui…
A reported draft rule to bar imports of Chinese solar inverters may give Enphase Energy and SolarEdge Technologies some upside, but Goldman Sachs says the practical effects are concentrated in commercial, industrial and utility-scale markets rather than the residential rooftop segment. Goldman analyst Brian Lee cautioned the report’s accuracy is un…
Oxmiq said it raised $35 million to complete and commercialize intellectual property for a unified AI chip architecture and supporting software intended to lower the cost of deploying AI workloads. The company plans to combine GPU, CPU and a tensor engine into a single block of IP, offer a chiplet-based computing fabric with on-package memory, and …
CoreWeave shares fell sharply in pre-market trading after a report said Meta Platforms is developing a cloud infrastructure service intended to market excess AI compute and model access to external customers. The move raises competitive questions because Meta is a major CoreWeave customer under a $21 billion AI infrastructure agreement running from…
The Association of German Banks has publicly objected to a reported European Central Bank proposal to raise minimum reserve requirements from 1% to 2% of customer deposits and certain other funding sources. The group says the shift would lock up additional liquidity, reduce profitability and constrain banks' ability to invest and lend, while ECB of…
Associated British Foods reported mid-single-digit volume declines in the U.S. cooking oils market this year, attributing weakness to financial strain and immigration enforcement pressure on core Hispanic consumers, as well as reuse of oil and shifts to online shopping. The group said foodservice volumes are being affected by the rapid uptake of GL…
Nebius stock dropped sharply in pre-market trading after reports that Meta Platforms is planning a commercial cloud infrastructure initiative called 'Meta Compute' that would offer both hosted AI models and raw, bare-metal compute to external customers. The move is seen as a direct challenge to specialized GPU cloud providers and triggered broad se…
FMC Corporation stock climbed nearly 4.9% in pre-market trading after the company reached a definitive agreement for a $400 million minority equity investment from Belgium-based Tessenderlo Group at $13.30 per share, about a 16% premium to FMC's prior close of $11.50. The deal, which will leave Tessenderlo with roughly 20% of FMC's outstanding comm…
Sable Offshore Corp shares rose 17.1% in pre-market trading after the company priced a large equity offering and convertible note issue to address its Exxon Mobil-related debt. With both tranches priced and cross-conditional, some investors moved to cover short positions and buy into an extreme oversold setup even as questions remain about demand f…
General Motors announced a Strategic Customer Agreement with Micron Technology to secure long-term supplies of memory and storage components needed for vehicle production. The deal covers LPDRAM, NOR and UFS NAND products and includes collaboration on future memory requirements for next-generation vehicle architectures. Micron's $2 billion upgrade …
Goldman Sachs said its private credit fund recorded repurchase requests equal to roughly 3.24% of outstanding shares in the second quarter and that those requests were fulfilled in full, remaining below the fund’s 5% quarterly repurchase cap. The fund also logged approximately $275 million of gross inflows during the quarter. Goldman contrasted its…
Meta Platforms shares climbed sharply in pre-open trading after reports that the company is preparing to sell access to its AI compute capacity and models as a cloud product. The shift would convert a costly data center expansion into a potential revenue business and position Meta as a direct competitor to major cloud providers. The development fol…
Volkswagen's software arm Cariad and supplier Bosch have terminated their collaborative autonomous driving initiative. Both parties will keep access to intellectual property and data created under the tie-up and may carry on independent development. The split occurs while Volkswagen implements cost-reduction measures amid tariffs, soft demand and g…
BTIG released a slate of eight consumer-equity recommendations it favors for the second half of 2026, spanning large-cap and SMID-cap names across packaged foods, restaurants, apparel, footwear, and sporting goods. The selections are grounded in expectations for cost deflation, margin expansion, and specific demand catalysts such as new product rol…
Insider filings disclosed Tuesday show a mix of modest insider purchases at several small- and mid-cap firms and very large disposals by major holders and executives at other public companies. Notable buys included Hallador Energy and a stake increase by a 10% owner of DLH Holdings. Significant sales were reported by WindAcre Partnership at Perimet…
BofA Securities released its Top 10 U.S. stock ideas for the third quarter of 2026, selecting nine names with buy ratings and a single underperform. The list spans technology, financials, healthcare, retail, transportation and autos. The firm cites a constructive backdrop for equities, underpinned by improving earnings momentum and a resilient U.S.…
Nebius Group NV (NASDAQ:NBIS) fell about 10% in premarket trading Wednesday after reports that Meta Platforms is preparing a cloud offering to sell surplus AI computing capacity and hosted models. The potential business would place Meta in direct competition with large cloud providers and specialized neocloud operators that sell AI compute services…
Shares of CoreWeave and Nebius Group fell more than 6% after a Bloomberg report indicated Meta Platforms is preparing to offer cloud infrastructure services, including access to AI computing power, models and raw compute capacity. The development has heightened investor worries about heightened competition in the AI-focused cloud infrastructure mar…
