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.
30,212 total articles
Hyliion is pitching its KARNO Power Module as a grid-independent solution for data centers and other large power users, citing constrained electrical interconnect capacity. CEO Thomas Healy outlined efficiency, fuel flexibility and a near-term commercial timeline while flagging a $40-$50 million military pipeline and a $400 million letter-of-intent…
Bank of America Securities reaffirmed a buy rating on MercadoLibre, highlighting a fast-growing credit card book that more than doubled year-over-year to $6.6 billion in Q1 2026. The firm expects an EBIT loss from the credit card unit in 2026 that will depress consolidated margins modestly before the segment reaches breakeven in 2028 and contribute…
The European Commission has imposed an interim measure forcing Meta Platforms to allow rival AI chatbots free access to the WhatsApp for Business API while an antitrust probe continues. The order follows complaints from multiple AI developers and is the Commission's first interim intervention in 17 years. Meta has criticized the decision and said i…
People familiar with the matter say orders from institutional investors for SpaceX’s initial public offering are several times larger than the shares on offer. Banks managing the sale told investors that demand rose after meetings with company management, and several institutions placed orders of roughly $10 billion or more. The offering plans to s…
Barclays has assembled a roster of companies it sees as critical suppliers and operators in the buildout of cloud-native compute, GPU-heavy AI capacity and power-hungry Bitcoin mining infrastructure. The bank's list includes more than 400 'pick and shovel' firms and highlights 16 names - from neocloud providers to transformed miners - that it belie…
Tesla has obtained authorization from Danish authorities to deploy its supervised full self-driving (FSD) technology on public roads, the company said Tuesday. The move follows similar approvals in other European markets, and comes as Tesla leans on autonomous driving capabilities to help lift vehicle demand amid headwinds in the region.
Citigroup has hired Andrew Conway as global chair of its consumer and retail investment banking business. Conway, a banking veteran with more than three decades in the sector, will join Citi in September from Bank of America and will be based in New York, working closely with the bank's consumer leadership.
Blackstone reported an improvement in inflows from individual investors in June following a slowdown in April and May, according to President and COO Jon Gray. While private credit experienced net outflows earlier this year, private equity products saw their strongest inflows since launch by June 1. Industrywide withdrawal requests linked to privat…
Wolfe Research attributes the persistent narrowness in equity market leadership to heavy ETF inflows and the outsized weight of the S&P 500's biggest constituents. While a late-week rotation into defensive sectors hinted at some breadth, analysts say the move reflected geopolitical caution rather than a broadening driven by fundamentals. A resoluti…
The UK government has opened a full review of the National Health Service contract with U.S. data analytics firm Palantir, assessing whether to exercise a break clause at the end of the initial term in early 2027. The review will consider whether to extend the £330 million deal for up to seven years or to terminate it, following criticism from a pa…
Boeing delivered 60 aircraft in May, a 33% increase from the same month a year earlier. The tally included a monthly high of 51 737 MAX jets since production restarted in December 2024, and the company plans a summer production increase for that model. Net orders for May were modest after cancellations, and Boeing's order backlog remained above 6,0…
The European Banking Federation warns that Europe now faces a €1.4 trillion annual investment gap, revised upward from earlier estimates, that threatens progress on priorities such as the energy transition. The EBF, citing analysis by consultancy Oliver Wyman, says simpler, better-coordinated regulation could unlock bank financing, while recent sig…
Boeing delivered 60 commercial jets in May, a 33% increase from the same month a year earlier, driven by 51 737 MAX deliveries. The company plans a summer increase in 737 production from 42 to 47 jets per month. May order activity was mixed, with 27 new bookings offset by 16 cancellations, producing 11 net new orders for the month and leaving a May…
Morgan Stanley's analysis shows existing U.S. home sales rose 3.2% in May to a 4.17 million annual pace, outpacing its forecast and consensus. Single-family transactions led the gain, inventories continued to grow, and the firm has increased its second-quarter residential investment projection to a 1.2% SAAR gain.
Norway's equity benchmark closed slightly lower on Tuesday, pushed down by losses in the Media, Transport and Diversified Financials sectors. The Oslo OBX fell 0.06% at the close as a larger number of stocks declined than advanced. Commodity futures and currency moves accompanied the market action, with crude oil and Brent both falling and the Norw…
Airbus said it may miss its targeted ramp-up to produce 75 A320-family narrowbody aircraft per month next year because of constrained engine deliveries from Pratt & Whitney, a unit of RTX. The planemaker has already pushed back the timeline for attaining that production rate amid wider supply chain limits on parts and engines. Airbus still expects …
Stifel's May leading indicators analysis found that European measures displayed the most pronounced acceleration relative to U.S. and emerging market readings, with firms identifying ESAB and ITT as having the largest European revenue exposure within the coverage universe and MSA also noted for its exposure.
Citi reported that Brazil’s IGP-DI inflation rose 0.87% month-over-month in May 2026, above the 0.79% market expectation and boosting the year-over-year rate to 2.5%. In Mexico, biweekly headline inflation for the second half of May fell 0.13%, weaker than Citi and Bloomberg forecasts, with non-core food components contracting sharply. The reports …
Greek equities closed higher on Tuesday, with the Athens General Composite gaining 1.40% to reach a fresh three-month high. Strength in the Banking, Construction and Travel sectors underpinned the advance. Market breadth was positive, with 62 stocks rising against 52 decliners and 17 unchanged. Major movers included Lamda Develop, Allwyn AG and Met…
JM Smucker's stock rallied sharply in morning trading after the company posted fiscal fourth-quarter results that topped analyst estimates on both revenue and adjusted earnings, and provided fiscal 2027 adjusted EPS guidance with a midpoint above consensus. Strong performances across coffee, sandwiches and Away From Home channels, together with $72…
FuelCell Energy shares jumped sharply in morning trading after Canaccord Genuity raised its rating to Buy and lifted the price target to $30 from $12, saying the company is likely to announce a material data center contract before the end of its fiscal year. The move followed quarterly results showing strong commercial momentum in the company’s pro…
Citi reported that the US trade deficit was essentially unchanged in April at -$55.9 billion, even as nominal exports and imports climbed. Detailed sector-level data show stronger goods exports and continued strength in capital goods trade, which Citi said is likely modestly positive for second quarter GDP.
Wolfe Research has increased its revenue, capital expenditure and earnings projections for Alphabet and Amazon, arguing that the market is undervaluing growth at both companies' cloud operations. Analyst Shweta Khajuria raised multi-year revenue growth assumptions for Google Cloud Platform and Amazon Web Services, and materially boosted 2027 capex …
WhiteHawk Minerals' stock began trading on the New York Stock Exchange at $26.15, marginally above the offering price of $26.00. The company priced an upsized offering of 7,700,000 Class A shares and granted underwriters an option to buy additional shares, with the offering expected to close on June 10, 2026, subject to customary closing conditions…
RBC Capital Markets used Circana scanner data in proprietary models to estimate comparable-sales trends for Kroger, Albertsons and Walmart. The bank’s tool indicates Kroger’s first-quarter identical sales near flat, Albertsons facing a decline, and Walmart posting solid comparable growth for the second quarter. Scanner-region food-channel sales sho…
