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.
28,468 total articles
Polymarket is reportedly exploring a fundraising of about $1 billion at a valuation exceeding $20 billion, according to reports citing people familiar with the matter. The move follows an April financing that valued the prediction-markets platform at $15 billion and included new investment from hedge fund D.E. Shaw and G Squared. Competitor Kalshi …
Chinese automaker BYD has introduced the Song Pro Super-Hibrido Flex Fuel, the company's first plug-in hybrid flex-fuel vehicle built in Brazil after a two-year, 100 million reais investment. The model, produced at the Camacari plant in Bahia, can operate on electricity, gasoline or ethanol and is part of a broader shift toward local manufacturing …
Prologis shares declined sharply in morning trading after the company revealed a recommended $18.8 billion acquisition of SEGRO plc financed largely with new Prologis stock and accompanied by a 15 million-share offering. Investors reacted to the prospective increase in share count and the company’s guidance that the deal will be only broadly neutra…
Southern Company shares dipped in pre-market trading after the utility priced a sizable $2.375 billion convertible note offering. Investors cited dilution concerns from the multi-series deal and a broader market shift away from defensive stocks as reasons for the pullback, even as the company reported a Q2 adjusted EPS beat and raised full-year gui…
Marvell Technology shares jumped 10.0% in morning trade as the company opened the Flash Memory Summit 2026 in Santa Clara, unveiling a suite of memory and storage products targeted at AI inference workloads. The centerpiece was the Bravera SC6 PCIe 6.0 SSD controller, which the company said doubles throughput versus its PCIe 5.0 predecessor, suppor…
MDA Space shares climbed after the company disclosed a $474 million follow-on contract with Telesat LEO ULC to build 27 more AURORA broadband satellites for the Telesat Lightspeed LEO constellation. The order increases MDA’s Lightspeed build to 225 satellites and includes integration of 500 MHz of military Ka-band spectrum; MDA was also named prime…
MDA Space secured a $474 million increase to its contract with Telesat LEO ULC to build an additional 27 AURORA satellites for the Telesat Lightspeed low Earth orbit constellation, bringing MDA's total build commitment to 225 satellites. The expansion also reallocates 500 MHz of military Ka-band spectrum to satellites now under construction, and th…
Fabrinet stock climbed 16.2% in morning trading to $529.77 as pre-earnings optimism and heightened options activity attracted fresh speculative and institutional interest. The move comes ahead of the company’s August 17, 2026 Q4 and fiscal year results, and follows strong recent quarterly results and guidance that imply robust year-over-year growth…
The S&P 500 touched an intraday record high for the first time since early June, supported by positive AI-driven guidance from Caterpillar and Palantir and investor optimism about a possible near-term agreement to reduce Middle East tensions. Broader market gains followed encouraging earnings and outlooks from major AI-focused companies, while the …
Bernstein has begun coverage of China's publicly traded artificial intelligence labs with a favorable long-term view on the sector. The firm rates Z.ai Outperform with a HK$1,350 price target and places Minimax at Market-Perform with a HK$275 target, arguing that frontier AI development will remain a strategic priority in China and that evolving co…
Bank of America analysts say semiconductor capital equipment stocks look increasingly attractive after multiple firms lifted their 2026 wafer fabrication equipment guidance to $150-$160 billion, implying roughly 30% year-over-year growth. The bank singled out Lam Research, Applied Materials, MKS Instruments and Teradyne as top picks, citing market …
The S&P 500 is trading just below its all-time high and the Dow is near historic peaks, even as a raft of technical signals registers overbought. Momentum remains strong, but rising short interest and stretched oscillators narrow the reward-to-risk profile for new buyers.Key technical readings show elevated RSI and broad moving-average strength, wh…
Three people familiar with U.S. defense stockpile figures say the Army has used much of its inventory of long-range precision, surface-to-surface missiles during the five-month campaign against Iran. The munitions primarily include Army Tactical Missile Systems (ATACMS) and the newer Precision Strike Missiles (PrSM). Additional sources and a separa…
Polymarket is conducting early discussions to secure roughly $1 billion in new funding at a valuation exceeding $20 billion, according to people familiar with the matter. The talks follow an April financing that valued the company at $15 billion and included a $600 million investment from Intercontinental Exchange. The company has not responded to …
Advanced Micro Devices reports after the bell with Wall Street penciling in $1.61 in EPS and $11.29 billion in revenue. Recent large strategic commitments and mixed technical setups suggest elevated volatility for AMD and related semiconductors, while strong guidance from equipment names has created a constructive backdrop for chipmakers and capita…
CoreWeave announced an expansion into Indonesia with three new facilities, marking the firm's first data-center presence in the Asia-Pacific region. The sites will add 360 megawatts of contracted power, be owned and operated by CoreWeave, and will be staffed by a locally trained team. The move supplements a global footprint of 49 data centers as of…
Two large U.S. banks present contrasting investment cases ahead of the next phase of the interest-rate cycle. JPMorgan posts higher profitability and diversification, trading at a premium for quality. Bank of America appears more sensitive to rates and is priced with a larger fair-value discount that could deliver outsized gains if net interest inc…
Aehr Test Systems' stock rose 6.2% in pre-market trading after the company disclosed a follow-on production order for a fully automated FOX-XP multi-wafer burn-in system from its lead silicon photonics wafer-level burn-in customer. The system is configured with nine independent WaferPak blades, each able to deliver up to 3,500 watts, and is intende…
Regulatory filings disclosed a series of material insider transactions on Monday for U.S.-listed companies. Company officers and directors reported both sizable purchases and large disposals across a range of industries, with transactions recorded on July 30, July 31 and August 3, 2026. The activity includes concentrated buying by several executive…
Aehr Test Systems shares climbed in premarket trading after the company secured a follow-on production order from its lead silicon photonics wafer-level burn-in customer. The order covers a fully automated FOX-XP multi-wafer production burn-in system configured with nine WaferPak test blades, each capable of delivering up to 3,500 watts, and is sch…
Goldman Sachs upgraded J Sainsbury to 'neutral' from 'sell' and raised its 12-month price target to 360 pence from 325 pence after the grocer announced the sale of Argos to Swift Partners. The bank says the disposal removes the primary risk behind its previous negative stance by confirming management's willingness to make strategic changes concentr…
Truist Securities trimmed its rating on Intuit to Hold from Buy and cut its price target to $350 from $410, citing a softer growth outlook and a scarcity of near-term catalysts. Analyst Arvind Ramnani flagged a potential J-curve in growth, trade-offs across TurboTax, Mailchimp and desktop small-business software, and downward revisions to revenue f…
US wheat futures retraced about 1.1% in pre-open trade after climbing to roughly a two-year high in the prior session. The pullback reflects profit-taking after a geopolitically-driven rally rather than a change in the wider supply story, with global production cuts and falling stocks still underpinning prices despite signs of logistical adaptation…
Window dressing is often treated as a December phenomenon, but institutional positioning commonly begins months earlier. With 2026 dominated by a storage/memory supercycle and an AI infrastructure surge, fund managers who lack exposure to these themes are likely to buy names ahead of quarter-end disclosures so they can show client-facing winners on…
Lam Research and Applied Materials both rallied in pre-market trading, but the fundamentals and immediate narratives differ. Lam delivered a record quarter with strong guidance and superior returns-on-capital metrics, while Applied heads into an Aug. 13 earnings report that has drawn high-profile analyst attention but also notable insider selling. …
