Stock Markets

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.

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30,220 total articles

Institutional Buyers Pour Into Chipmakers and AI Infrastructure Stocks in First Quarter

Institutional Buyers Pour Into Chipmakers and AI Infrastructure Stocks in First Quarter

During the first quarter, thousands of institutional investors initiated or expanded positions in semiconductor companies and firms tied to AI infrastructure, according to a Reuters review of 13-F filings. Buying was widespread across names such as Micron and Intel, alongside heavy flows into data center suppliers and utilities expected to power AI…

Everspin Shares Plunge After Kerrisdale Discloses Short Position

Everspin Shares Plunge After Kerrisdale Discloses Short Position

Shares of Everspin Technologies (NASDAQ:MRAM) dropped 8% on Tuesday after short seller Kerrisdale Capital revealed a short position, arguing that the company’s MRAM products do not play a meaningful role in the AI server and hyperscaler markets driving the semiconductor rally. Kerrisdale highlighted Everspin’s concentration in casino gaming and slo…

Markets Weather Middle East Shock for Now, but Stagflation Fears Rise

Markets Weather Middle East Shock for Now, but Stagflation Fears Rise

Global markets are increasingly pricing in a longer Iran conflict, pushing oil futures and government bond yields higher. Despite those stresses, major equity benchmarks remain close to record levels, supported by a view that the energy shock may be temporary, resilient economic data, and limited near-term central bank tightening.

Gates, Voss and Other Insiders Make Large Moves in U.S. Equities; Republic Services Top Buy

Gates, Voss and Other Insiders Make Large Moves in U.S. Equities; Republic Services Top Buy

Insiders disclosed a mix of large-scale purchases and sales across multiple U.S. stocks between May 14 and May 18, 2026. The most prominent buy was by William H. Gates III and Cascade Investment, L.L.C., which acquired 486,000 shares of Republic Services for about $101.8 million. Other notable transactions included sizeable acquisitions at PAR Tech…

Samsung and Union Narrow Gaps as Nationwide Strike Threatens Production

Samsung and Union Narrow Gaps as Nationwide Strike Threatens Production

Tensions between Samsung Electronics and its union eased on Tuesday as mediated talks continued into the evening, but negotiators remained divided on key bonus and contract terms. Nearly 48,000 employees are preparing an 18-day strike set to begin on Thursday unless a deal is reached. Authorities, business groups and the central bank have warned of…

Hoth Therapeutics Plans Name Change, Shifts Strategy Toward AI Semiconductors; Stock Drops Premarket

Hoth Therapeutics Plans Name Change, Shifts Strategy Toward AI Semiconductors; Stock Drops Premarket

Hoth Therapeutics Inc said it will change its corporate name to Rocket One, Inc. and reorganize to pursue opportunities in artificial intelligence infrastructure and semiconductor technologies after securing exclusive rights to nanomagnetic and spintronic computing inventions from Virginia Commonwealth University. The announcement prompted a 10.9% …

J.P. Morgan Lifts ams-Osram to Overweight, Doubles 2027 Price Target on AI Photonics and Smart Glasses Upside

J.P. Morgan Lifts ams-Osram to Overweight, Doubles 2027 Price Target on AI Photonics and Smart Glasses Upside

J.P. Morgan upgraded ams-Osram to overweight from neutral and raised its December 2027 price target to CHF23.60 from CHF11.80, citing improved prospects for AI photonics, smart glasses and a recovering semiconductor business. The bank incorporated a Micro LED optical engine opportunity into its modelling and bumped revenue, adjusted EBITDA and EPS …

Webull Readies Vega Analyst, an AI Tool for Customized Stock Reports

Webull Readies Vega Analyst, an AI Tool for Customized Stock Reports

Webull is preparing to unveil Vega Analyst, an artificial intelligence-driven research feature that produces bespoke stock reports based on user-selected research modules. Integrated into the existing Vega suite, the tool will deliver real-time analyses using current market data and will be offered as a paid monthly add-on with a limited free optio…