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.
30,178 total articles
Nebius Group shares rose sharply in morning trading after the company and Palantir Technologies announced a strategic agreement that designates Nebius as Palantir’s preferred sovereign AI infrastructure provider. The partnership allows eligible Palantir customers to run and fine-tune AI models on Nebius hardware while maintaining control over compu…
JPMorgan initiated coverage of FedEx Freight with an Overweight rating and a $160 price target for December 2027, arguing the recent spin-off creates an opportunity for the less-than-truckload unit to boost profitability and service as an independent company. Analyst Brian Ossenbeck noted structural constraints while part of FedEx and outlined the …
Holtec International plans to pursue a U.S. initial public offering that could value the company at as much as $10.2 billion, seeking up to $900 million by selling 50 million shares priced between $15 and $18. The filing comes as Wall Street's busy fall issuance period begins, and amid renewed investor interest in nuclear energy driven by rising po…
Qualcomm shares rose sharply in pre-market trading after the company announced a broad multi-generation partnership with Amazon to develop custom silicon for AI data centers, emphasizing AI inference and next-generation optical connectivity. The agreement includes interconnect solutions up to 1.6 terabits per second, an equity-linked warrant for Am…
Qualcomm said it will partner with Amazon across several product generations to design bespoke chips for Amazon's AI data centers, focusing on AI inference and advanced optical links. The announcement sent Qualcomm shares up in premarket trading, while the company also plans deeper use of AWS AI services and infrastructure to accelerate chip design…
Goldman Sachs Asset Management's Multi-Asset Solutions team will take on portfolio management duties for five IG Strategic Wealth Portfolios in Canada under a newly announced advisory partnership with IG Wealth Management. The move brings Goldman Sachs strategies into IG's retail lineup and emphasizes risk discipline and adaptive management across …
HGP Intelligent Energy is set to go public by merging with Meshflow Acquisition Corp. in a transaction that values the company at approximately $1.2 billion. The Dallas company intends to use the proceeds to commercialize technology that enables nuclear reactors to follow real-time swings in electricity demand from AI data centers and to offer the …
Intellia Therapeutics shares rose in pre-market trading after the FDA accepted the company's Biologics License Application for lonvoguran ziclumeran (lonvo-z) and granted Priority Review, setting a PDUFA action date of March 10, 2027. The agency indicated it does not currently plan to hold an advisory committee meeting. The BLA is supported by Phas…
Bloom Energy jumped in pre-market trading after the company confirmed it will join the S&P 500 on Sep 21, 2026. Analysts see mechanical demand from passive funds as a primary catalyst, but technical indicators signal short-term overbought conditions and recent strong results appear already priced in. Market participants will watch price behavior ar…
The Stock Exchange of Thailand (SET) will list 28 depositary receipts issued by Krung Thai Bank. The instruments, linked to equities and exchange-traded funds from Asia, the United States and Europe, span sectors such as semiconductors, electronics, artificial intelligence, clean energy, infrastructure and aerospace. Trading starts Wednesday.
Qualcomm Technologies saw its stock surge 9.5% after unveiling a multi-generational collaboration with Amazon to co-develop energy-efficient custom silicon and ultra-fast optical connectivity for AI data centers. The agreement includes a warrant allowing Amazon to purchase up to 25 million shares of Qualcomm common stock and expands Qualcomm’s use …
Prague-based activist Starteepo has accumulated a 7.34% stake in Xerox Corp and is pressing the company to conduct a formal strategic review of its financial services division, demand balance-sheet deleveraging, and increase transparency. The investor argues the financing unit could be worth up to $7.69 per share and is calling for standalone finan…
Brent and WTI have climbed on intensifying Middle East supply risks and a widening energy risk premium. Rather than reflexively increasing exposure to energy producers, investors should review concentration, inflation sensitivity, transport and logistics exposure, and the pricing power of holdings. Scenario planning and measured hedging are critica…
UBS, through its Equity Compass framework, has singled out three European utilities names — Engie, RWE and Veolia Environnement — as top sector picks. The selections reflect each company's positioning in renewables, infrastructure investment or environmental services, and are supported by capital expenditure plans, capacity targets, and shareholder…
HSBC has increased its year-end 2026 target for the S&P 500 to 8,100 from 7,650, driven mainly by stronger-than-expected corporate earnings. The bank highlights near-40% earnings-per-share growth in the first half of 2026 and expects growth to continue at a 25%-plus pace in the second half, underpinning a full-year earnings growth forecast of 33% a…
Canada implemented retaliatory tariffs ranging from 15% to 50% on $20 billion of U.S. goods after trade talks collapsed, effective after midnight on Sep 8, 2026. The measures span steel, furniture, clothing, electronics and other items. Market pressure is expected to concentrate first on autos and parts, materials and industrial inputs, consumer go…
Saudi Arabia's Tadawul All Share closed up 0.10% as Industrial Investment, Retail and Cement sector gains supported the market. Banan Real Estate, Saudi Industrial Development and Najran Cement were among the top advancers, while National Gypsum, Saudi vitrified clay pipes co. and Saudi Arabia Refineries Co. were the heaviest decliners. Market brea…
Robinhood Markets Inc. shares climbed in pre-market trading after two Wall Street firms raised price targets and cited strong early results from the company’s prediction markets joint venture and blockchain activity. Goldman Sachs increased its target to $142 and Jefferies to $140, both keeping Buy ratings, while institutional buying and a schedule…
GameStop reports earnings amid mixed signals: preliminary figures show substantial profitability driven largely by investment gains, while net sales are sharply lower year-over-year. Investors will watch whether operating income holds and whether management can convince markets that investment-related gains mask or complement weakening retail funda…
ZIM Integrated Shipping's stock rallied in pre-market trading after Hapag-Lloyd and FIMI said they plan to revisit their $4.2 billion cash takeover proposal following engagement with Israeli government representatives. The move is being read by investors as a possible path to resolving national security objections that had stalled the transaction, …
Bank of America identifies AstraZeneca, Bayer and Roche as its primary pharmaceutical recommendations, emphasizing pipeline upside and compelling valuation. Genmab is singled out as the high-conviction SMID biotech pick ahead of multiple Phase III readouts. Novartis remains rated Buy despite strong year-to-date performance.
Intellia Therapeutics (NTLA) saw an 8% share increase after the FDA accepted its Biologics License Application with Priority Review for lonvoguran ziclumeran (lonvo-z) to treat hereditary angioedema. The agency set a target action date of March 10, 2027 and indicated it does not currently plan to convene an advisory committee. The BLA is supported …
IonQ's stock rose in pre-market trading after the company raised its full-year 2026 revenue guidance to $450 million to $460 million, reflecting the addition of SkyWater Technology after the $1.8 billion acquisition closed on July 31, 2026. The revised outlook incorporates SkyWater's results from the acquisition date through December 31, 2026 and r…
Amazon has engaged banks to arrange its first-ever bond sale denominated in British pounds, targeting four maturities and signaling continued cross-currency borrowing by large cloud and internet companies to support AI-related capital needs. The size of the planned offering was not disclosed and timing is subject to market conditions.
Jefferies has named five preferred stocks in the technology, media and telecommunications sector after the August 2026 reporting season, focusing on firms that exhibit robust balance sheets and clear pricing power amid uncertain economic conditions. The broker singled out Carsales.com, REA Group, Megaport, Infratil and Life360, noting valuation and…
