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.
30,184 total articles
Taiwan's benchmark closed slightly higher on Monday, with the Taiwan Weighted finishing up 0.08%. Strength in the Chemicals, Textile and Transport sectors helped offset steep declines in several individual issues. Volume breadth data reported an unusual 0 to 0 spread between advancing and declining issues on the exchange.
Shares of Shenzhen Xunce Technology surged by as much as 15% on Monday after the company announced a strategic cooperation memorandum with GCT Dongzhi (Shenzhen) Technology. The pact aims to deploy Xunce's TokenOS-centered data tokenization model within industrial intelligent manufacturing, creating a new commercial vertical for the firm. The annou…
Hong Kong's Mandatory Provident Fund (MPF) system is reportedly considering loosening investment restrictions to permit higher allocations to gold exchange-traded funds, according to a source with knowledge of the matter. The move, still under discussion with no final decision made, could bolster locally listed gold ETFs and benefit market particip…
Tencent Holdings rose 3.8% to HK$447.4 on Monday after JP Morgan highlighted the potential upside from the company's artificial intelligence offerings, particularly the integration of AI agents into WeChat. The rally was supported by Tencent's recent investments in the generative AI ecosystem, the upcoming deployment of a production model on Tencen…
Shenzhen Longsys Electronics saw its shares spike after a pre-announcement for the first half of 2026 projecting net profit attributable to shareholders between CNY 9.2 billion and CNY 11.0 billion. The guidance implies an extraordinary year-on-year increase of roughly 62,200% to 74,400%, and the company pointed to stronger downstream demand, const…
Mizuho named five top equity picks across the Americas energy complex, covering large-cap producers, midstream infrastructure and a regulated utility. The selections reflect potential benefits from recent merger activity, rising data center demand and ongoing infrastructure buildout, with target prices that imply 20% to 65% upside from current leve…
Private equity and financial groups including Blackstone, CVC Capital Partners and Japan’s MUFG have been named among potential bidders for a stake in Vietnamese fintech operator MoMo. Sources say binding bids are expected in September, the stake size remains undecided and the process could lead to the sale of a substantial share, possibly up to 50…
Japanese defense-linked equities rose after a domestic newspaper reported the government is preparing to set up a new bureau within the Defense Ministry focused on international cooperation and support for defense equipment exports. The proposal is expected to appear in the government's annual economic and fiscal policy guidelines this month and co…
Nomura analysts contend that recent large-scale investment plans from South Korean memory groups and Meta's move to monetize spare data-center compute do not justify fears of an imminent memory supply glut. The bank says AI demand is creating acute shortages for high-margin high-bandwidth memory (HBM), while announced projects will take years to af…
Technology-heavy bourses in Japan and South Korea fell sharply as investors locked in gains across semiconductor names after a strong rebound late last week. Broader market sentiment was bolstered by softer oil prices and easing geopolitical risks, while attention shifts to upcoming Fed minutes and a busy slate of regional economic data and corpora…
Vault Minerals shares climbed sharply after Genesis Minerals lodged a binding A$5.6 billion proposal to acquire the gold producer, topping an earlier all-scrip merger agreement with Regis Resources. The proposal offers Vault shareholders 0.7629 new Genesis shares plus A$0.475 cash per Vault share, implying about A$5.274 per share. Vault's board una…
South Korean President Lee Jae Myung has ordered government officials to accelerate the start of large-scale chip and AI projects announced last week, warning that slow permitting, delays in land acquisition and inadequate utility provision could jeopardize the country’s bid for leadership in advanced industries. He instructed authorities to compre…
Anthropic has launched a tender to secure a minimum of 1.4 gigawatts of data centre capacity in Australia for a project that could cost up to $15 billion. The company aims to have at least 1 GW online by the end of 2027 and has invited major Australian operators to submit proposals for either a single large campus or a collaboratively developed sit…
Asian equities were broadly firmer as the week began, supported by lower oil prices and optimism around an upcoming earnings season led by chipmakers. Markets also pared the likelihood of a near-term Federal Reserve rate increase after a softer U.S. payrolls report. Investors now turn to central bank signals and a slate of corporate results, includ…
U.S. equity futures ticked higher on Sunday evening following a week of gains in a holiday-shortened session. Nasdaq 100 futures outpaced peers, while traders reassess valuations across AI-linked areas of the market and await the Federal Reserve's June meeting minutes. Early second-quarter corporate reports and a softer-than-expected U.S. jobs prin…
SK Hynix has filed to list depository receipts in New York in a transaction sized at about $28 billion, selling 17.79 million new shares on the Nasdaq. The move comes as the company benefits from strong investor appetite for AI-related semiconductor stocks and follows a major capital expenditure plan announced last week.
Hon Hai Precision Industry (TW:2317), widely known as Foxconn, reported a 39.8% year-on-year rise in second-quarter revenue to T$2.513 trillion ($78.71 billion), driven by strong demand for AI-related cloud and networking hardware and steady consumer electronics sales. The result exceeded Reuters/LSEG expectations of T$2.372 trillion. The company s…
Genesis Minerals has tabled a A$5.6 billion offer to acquire Vault Minerals, proposing a mix of Genesis stock and cash that values Vault at A$5.274 per share - a 15.7% premium to the company’s Friday close and roughly 6% above a competing all-share bid from Regis Resources. Vault has informed Regis it regards the Genesis proposal as superior and gi…
Samsung Electronics is on track to report a roughly 18-fold increase in second-quarter operating profit, driven by sustained memory shortages and rising prices as AI inference workloads expand demand for high-bandwidth memory and conventional DRAM and NAND. Analysts warn that bonus accounting and potential shifts in AI infrastructure investment pos…
Russian equities finished lower at the close on Sunday, even as the MOEX Russia Index registered no net change and remained at a three-years low. A small group of stocks, including Unipro PJSC and Magnit PJSC, posted gains, while some financial names lagged. Volatility and key commodity prices showed modest movement during the session.
U.S. investor Castlelake agreed in principle on July 5 to acquire British low-cost carrier easyJet for £6.90 a share, valuing the airline at about £5.50 billion on a fully diluted basis. The deal follows a series of escalating bids and rejections between May and July 2026 and caps a 31-year corporate path that includes fleet modernisation, acquisit…
Morgan Stanley analysts examined Meta’s planned entry into cloud services, framing two possible offerings - a hosted API/model-access product akin to AWS Bedrock and a neocloud-style raw silicon leasing business. The firm lays out five key takeaways touching on execution risk, available compute to lease, potential EPS accretion, strategic rationale…
easyJet has reached an agreement in principle with Castlelake on a takeover offer of GBP 6.90 per share, valuing the carrier at GBP 5.23 billion. The revised proposal is Castlelake's fifth and highest bid since it first approached the airline on May 29. Key financial pressures for the airline, including a negative EPS in the first half of FY2026 an…
Goldman Sachs reports that annual hiring in the technology sector has slowed by roughly 5 percentage points per year since 2022 versus historical trends. The investment bank attributes about half of that deceleration to a correction after aggressive hiring in 2020-2022, with smaller measurable effects from AI-related occupational exposure and littl…
Saudi Arabian equities closed lower on Sunday, with the Tadawul All Share falling 0.26% as losses in the Agriculture & Food, Insurance and Retail sectors weighed on the market. Advancers included Tabuk Agriculture Development Co., Al Sorayai Trading & Industrial Group and Red Sea Housing Services, while Saudi Fisheries, East Pipes Integrated and Ti…
