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.
30,220 total articles
Taiwan's main index finished the session down 1.75%, pressured by losses in the semiconductor and electricity segments. While a few names, including United Renewable Energy and Favite, posted double-digit percentage gains, heavyweight memory chip stocks Nanya Technology and Winbond Electronics were among the largest decliners. Commodity and FX move…
Macquarie has identified three Japanese semiconductor-related stocks it expects to outperform amid a new industry investment cycle tied to rising data center demand and expanded capital expenditure. The firm names Renesas Electronics, Advantest and Tokyo Electron as primary opportunities, citing demand for memory interface and power management ICs,…
JPMorgan Chase CEO Jamie Dimon told Bloomberg Television at the bank's China Summit in Shanghai that the firm will likely hire more artificial intelligence specialists and fewer traditional bankers as AI adoption accelerates. Dimon said the technology is expected to reduce some jobs over time while increasing productivity for remaining employees, a…
Asian suppliers tied to Nvidia climbed sharply after the chipmaker reported stronger-than-expected first-quarter results and signaled continued AI-driven demand. A last-minute agreement between Samsung and a major union to avert a strike further supported sentiment. Major memory, foundry, assembly and components suppliers posted notable gains, alth…
Asian equities climbed sharply after Nvidia reported stronger-than-expected quarterly results and offered optimistic revenue guidance, reviving appetite for semiconductor and technology shares. South Korea’s KOSPI surged on news that Samsung Electronics and its union reached a tentative wage agreement, suspending plans for an 18-day strike that wou…
The Reserve Bank of India is exploring several tools to shore up the rupee, including a possible increase in interest rates, expanding currency swap arrangements and attracting dollars from foreign investors. Senior RBI officials, including Governor Sanjay Malhotra, have held internal deliberations in response to the rupee sliding to near 97 agains…
U.S. energy storage developers added 9.7 GWh of capacity in the first quarter of 2026, a quarterly record and a 32% increase from the year-ago period, according to a joint report by the Solar Energy Industries Association and Benchmark Mineral Intelligence. Growth was concentrated in utility-scale projects led by Texas, Arizona and California, whil…
Google announced a $15 billion investment in Missouri infrastructure that includes a new data center in New Florence, Montgomery County. The company has contracted for over one gigawatt of new generation capacity in the state and, through a partnership with Ameren, is supporting development of more than 500 megawatts of additional capacity. Missour…
Samsung Electronics reached a late-stage agreement with its South Korean union that has put an 18-day strike by roughly 48,000 members on hold and sent the company’s shares and the KOSPI sharply higher. The settlement includes sizeable special bonuses for the chip division, largely to be paid in company stock and contingent on multi-year profit thr…
Shares of SoftBank Group climbed sharply after market reports suggested renewed momentum around the company’s AI holdings, including reports that OpenAI is preparing for a potential public offering and confirmation that SB Energy has confidentially filed for a U.S. IPO. The rise follows recent declines in the stock amid weakness in U.S. technology …
Arafura Rare Earths has approved the $1.6 billion Nolans project in Australia’s Northern Territory. Backed by export credit agency commitments from four countries and offtake agreements with major manufacturers, the operation aims to become Australia’s third-largest producer of neodymium-praseodymium oxide and begin production in mid-2029.
An internal State Department cable directed U.S. diplomats in Jerusalem to inform the Palestinian delegation that the United States may revoke visas granted to Palestinian U.N. mission staff if Palestinian ambassador Riyad Mansour does not withdraw his candidacy for vice president of the U.N. General Assembly. The cable framed the bid as a potentia…
Australia-based Ionic Rare Earths has entered an agreement with U.S. critical-mineral refiner Nth Cycle to deploy the latter's recycling and refining technology, with the stated objective of strengthening rare-earth refining capacity outside China. The companies say the technology can reduce costs and address supply-chain vulnerabilities. IonicRE s…
SpaceX has told the Federal Aviation Administration that it aims to conduct 10,000 launches annually within five years. FAA Administrator Bryan Bedford said the agency needs to see materially improved reliability and is reviewing prior launch data and planning constraints to determine how to accommodate such growth while maintaining safety for air …
SpaceX's IPO filing lays out a wide-ranging web of commercial agreements, financing commitments and operational ties among Elon Musk's companies. The disclosures quantify intercompany purchases, investments and lease obligations that bind SpaceX, Tesla, xAI, X and other Musk-affiliated entities as SpaceX prepares for an IPO that targets an approxim…
Oceanhawk Acquisition Corp. priced a 16 million-unit initial public offering at $10 per unit, raising $160 million. The units will start trading on Nasdaq under the ticker OHACU on May 21, 2026, with ordinary shares and rights to trade separately later under OHAC and OHACR. The offering is expected to close on May 22, 2026, and includes a 45-day ov…
Samsung Electronics shares climbed sharply after the company and its largest union reached a tentative pay agreement hours before a planned strike. The suspension of strike action helped lift the KOSPI and buoyed chip-sector peers, while the union’s nearly 48,000 members will still vote on the proposal later this month.
Australia’s prudential regulator has warned that domestic private credit providers are vulnerable to risks originating overseas and will face closer supervision. In guidance to institutions, APRA said private credit volumes are small locally but that Australian banks, insurers and superannuation trustees remain exposed to international developments…
U.S. equity futures moved lower Wednesday evening as market participants weighed Nvidia’s strong quarterly results, upbeat revenue outlook and a large share repurchase plan against the chipmaker’s rich valuation. The after-hours reaction left Nvidia shares slightly lower, while Intuit tumbled after a revenue shortfall and a plan to cut about 17% of…
Anthropic told investors in recent fundraising materials that June-quarter revenue could reach at least $10.9 billion, more than double its $4.8 billion in the March quarter, positioning the San Francisco AI lab for a projected operating profit of $559 million in the quarter. SpaceX disclosed in its IPO filing that Anthropic agreed to pay $1.25 bil…
Elon Musk said SpaceX is offering AI compute as a large-scale service and is in talks with other companies to supply computing resources, following a disclosure that Anthropic has agreed to pay nearly $45 billion over three years. The commitments appear in SpaceX's IPO filing, which also outlines ambitions for orbital data centers and highlights th…
Ofcom has concluded that TikTok and YouTube have not presented substantial new measures to reduce children’s exposure to harmful material on their personalised recommendation feeds. The regulator’s research indicates a high prevalence of exposure among British children, and while some platforms have agreed to stronger protections, Ofcom urges clear…
A survey of Japanese firms shows roughly one-third are either using, planning to deploy, or considering AI-enabled robots, led by transportation equipment manufacturers. The poll also captured corporate views on government guidance to better deploy rising financial assets and the practicality of earlier securities reporting ahead of shareholder mee…
The White House is preparing an executive order establishing a voluntary process for engagement between federal authorities and AI developers ahead of public releases of advanced models. The measure, expected imminently, comes as factions within the president's political base clash over whether testing should be mandatory and as new, powerful model…
I Squared Capital, a consortium led by Vale SA and Gerdau SA, and Brisbane-based M Resources have progressed to the second phase of a competitive process to buy Porto Sudeste, a $5 billion port in Brazil currently controlled by Trafigura Group and Mubadala Capital. The facility, which was acquired by Trafigura and Mubadala in 2014 from MMX Mineraca…
