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
CSG NV has put forward an offer to acquire an ownership stake in KNDS NV from the family that controls the defence group, sources say. The proposal, submitted in recent weeks, would be paid mostly or entirely in cash. The bid could complicate parallel discussions in which the German government seeks to buy shares to match French holdings before KND…
Velo3D rallied strongly in pre-market trading after posting first-quarter 2026 results that outperformed consensus on revenue and earnings per share, reported a return to positive gross margin, and disclosed a mix of new defense-focused pipeline, a multi-year DLA contract, equity capital raised, and significant debt reduction via conversions. Manag…
UBS analysts say Samsung Electronics is positioned to achieve parity with SK Hynix in high-bandwidth memory (HBM) bit market share by 2027, following updated shipment forecasts and recent capital expenditure timing changes. The bank raised Samsung's 2027 HBM shipment estimate and trimmed SK Hynix's forecasts as customers push for DDR5/LPDDR5X capac…
Wix.com Ltd. shares dropped sharply after the company reported fourth-quarter results that missed analyst expectations on both earnings per share and revenue. The shortfall, coupled with analyst commentary highlighting intensifying competitive headwinds and investor reluctance to underwrite long-term terminal value risk amid new product rollouts, t…
Tower Semiconductor on Wednesday updated its near-term outlook, forecasting second-quarter revenue above analyst expectations and disclosing $1.3 billion in silicon photonics agreements for 2027. The company said it has already received $290 million in advance payments to reserve production capacity and reported stronger first-quarter results that …
The Trump administration will temporarily stop new home health and hospice providers from enrolling in Medicare, citing widespread fraud risks. The nationwide moratorium, announced by a Vice Presidential anti-fraud task force, aims to give the Centers for Medicare & Medicaid Services time to account for program spending and issue new guidance. The …
Axon Enterprise shares edged lower after investor Rahul Kishore presented the company at the Sohn investment conference at Lincoln Center. Kishore, founder of Epicenter Capital and former Coatue executive, framed Axon's growth prospects around artificial intelligence. The presentation included an AI-generated introduction from an assistant named Ev…
UBS has reiterated a bullish stance on select large European energy companies following a solid first-quarter earnings period. The broker points to robust oil trading, resilient refining margins and enhanced shareholder returns as drivers behind a sector-wide 6% earnings beat, and names TotalEnergies and Eni as its preferred picks while upgrading B…
On May 13 a German court determined that Mondelez misled consumers by reducing the net weight of some Milka chocolate bars from 100 grams to 90 grams while leaving the packaging largely unchanged. The ruling, brought forward by a consumer protection agency, requires a clear notice on packaging for at least four months after the change to prevent co…
Heightened attention on Greenland following former U.S. President Donald Trump’s declaration about the island has triggered renewed business interest, with Danish export credit agency EIFO arguing that expanding tourism infrastructure could produce local economic benefits more quickly than mining. Officials in Greenland stress environmental protect…
Wolfspeed shares soared in pre-market trading after an influential research note singled out the silicon carbide specialist as a top pick tied to AI infrastructure growth. The move followed a sequence of corporate developments - including sequential AI data center revenue gains, a substantial debt refinance and redemption, and a technical wafer mil…
Carrefour shares climbed about 1% after the Paris Court of Appeal found that the Rennes Commercial Court does not have jurisdiction over claims lodged by the Carrefour Franchisees Association (AFC). The judgment overturns the earlier decision, affirms the validity of arbitration clauses in Carrefour's franchise contracts, and requires any future cl…
HSBC chief multi-asset strategist Max Kettner retains the bank’s most bullish allocation to global equities, arguing that positioning is not signalling a sell and that systematic investors have capacity to add. The bank stays overweight equities, emerging market local debt and high-yield credit, while remaining most underweight U.S. Treasuries vers…
Barclays launched coverage of Belimo Holding AG with an overweight rating and a CHF 1,000 price target, highlighting the company’s exposure to liquid cooling for data centers as a significant and underappreciated growth driver. The broker projects strong top-line growth and margin expansion through 2028, driven by accelerating deployment of power-d…
RBC Capital Markets upgraded Swatch Group to Sector Perform from Underperform and raised its price target to 220 Swiss francs after the company announced a collaboration with Audemars Piguet. RBC models material revenue and EBIT contributions from the 'Royal Pop' pocket watch collection, but the stock tumbled more than 6% amid investor disappointme…
Goldman Sachs upgraded Umicore to a buy rating and raised its 12-month price target to €33 from €21, citing materially higher forecasts for the company’s Recycling and Specialty Materials divisions. The brokerage’s revised outlook incorporates reduced hedging coverage that should allow more of spot metal price gains to reach realised earnings, and …
A delegation accompanying the U.S. President on a trip to China will include more than a dozen chief executives and senior corporate leaders from major global companies spanning technology, finance, aerospace, semiconductors, payments and agriculture. The White House has provided a roster of participating executives.
Wolfspeed Inc. stock rose 20% Wednesday morning, marking a seventh consecutive session of gains after thematic research firm Citrini identified the company as its "single-stock highlight" in AI infrastructure. The rise follows a pay-walled Citrini report that highlighted Wolfspeed's post-bankruptcy positioning and capacity posture. The stock has cl…
Shares of companies tied to artificial intelligence infrastructure rose in premarket trading on Wednesday, led by memory chip makers, storage suppliers and optical component manufacturers. The move was propelled by tighter memory supply after labor talks at Samsung broke down and by sentiment tied to Nvidia Chief Executive Jensen Huang joining Pres…
J.P. Morgan has downgraded Heineken from overweight to neutral, attributing the move to the absence of an announced new management team and unclear strategic direction. While Heineken beat sales expectations in Q1 2026, driven by Asia-Pacific and Africa Middle East, the bank expects momentum to slow into Q2 amid weak performance in the Americas and…
Eos Energy Enterprises saw its shares jump more than 23% in pre-market trading after unveiling a joint venture with Cerberus Capital Management to develop long-duration, zinc-based battery storage projects and reporting first-quarter results that beat analyst forecasts. The deal includes a 2 GWh capacity reservation for the joint venture, a $100 mi…
Adani Power Ltd. plans to secure 80 billion rupees ($836 million) from India’s domestic debt markets this year through a mix of public bonds and bank-led loans to fund its planned generation expansion and diversify funding sources, people familiar with the matter said. The package includes a 50 billion-rupee public debt issuance and roughly 30 bill…
Indian equities finished with small gains after the close on Wednesday, led by strength in metals, consumer durables and oil & gas stocks. The Nifty 50 rose 0.14% while the BSE Sensex added 0.07%. Asian Paints, Adani Enterprises and Tata Steel were among the top advancers; Eicher Motors, Mahindra & Mahindra and Hero MotoCorp were notable decliners.…
Chery said it has entered a global strategic partnership with NVIDIA to co-develop and deploy physical AI across advanced driving assistance, in-cabin generative AI and embodied robotics. EXEED, Chery's premium marque, will adopt NVIDIA DRIVE Hyperion for L3/L4 programs, use NVIDIA toolchains to build its software stack, and apply NVIDIA Jetson and…
Bank of America is convening investor meetings next week with senior executives from private AI-focused companies and has singled out BGC Group (BGC) as its leading AI-exposed equity within capital markets coverage. The bank identified five distinct channels through which artificial intelligence could reshape its coverage universe, including new ma…
