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
A broad wave of upside results in the Q1'26 earnings season has coincided with significant short-term gains for several stocks identified by an AI-driven selection process. Of note, IQVIA surged after an earnings beat and is up more than 11% in days following a model-backed recommendation. Multiple other model-selected names have produced outsized …
Coinbase shares pared earlier gains after a Bloomberg report said Morgan Stanley is rolling out cryptocurrency trading on its ETrade platform at a fee of 50 basis points per transaction. The offering is in pilot stage, with full access for ETrade's 8.6 million clients expected later this year, and represents a direct pricing challenge to Coinbase a…
Bank of America reports that its clients were sizable net purchasers of U.S. equities last week, producing a record $6.8 billion in equity ETF inflows — the largest weekly total since the firm began tracking flows in 2017. Single-stock inflows of $1.9 billion were recorded, the first such buying since early March, as the S&P 500 rose 0.9% and reach…
Berenberg moved Aixtron SE from Buy to Hold while increasing its price objective to EUR42.00 from EUR31.00, citing widespread market recognition of optoelectronics supply-chain dynamics that have already been priced into the stock following a sharp year-to-date rally. The bank materially raised sales and EBIT estimates for 2026-27, projecting a sig…
A coalition of investors, led by NorthStar Asset Management and including the Dutch Association of Investors for Sustainable Development (VBDO), has urged The Magnum Ice Cream Company to clarify how it will preserve Ben & Jerry’s independent board and to disclose standalone sales and profit figures for the brand. The letter, dated May 1 and sent ah…
NANO Nuclear Energy Inc. shares rose 12% following a Memorandum of Understanding with Super Micro Computer, Inc. to investigate combining NANO Nuclear’s microreactor systems with Supermicro’s AI server and data center platforms. The non-binding agreement frames collaboration on on-site nuclear power for data centers, integration of server racks and…
BellRing Brands drew widespread analyst downgrades after reporting second-quarter results that missed expectations and prompted management to reduce full-year adjusted EBITDA guidance by roughly 25%. The stock plunged nearly 40% on the day of the report and continued to fall in premarket trading the next session. Brokerage firms including Morgan St…
Shares of Simulations Plus jumped 28% after the company announced a technical collaboration with NVIDIA to integrate GPU-accelerated computing and AI-assisted workflows into its pharmacology and systems biology simulation products. The partnership will pair Simulations Plus' validated engines for PBPK, PK/PD and QSP with NVIDIA's AI infrastructure,…
Johnson Controls International increased its full-year adjusted profit guidance, citing stronger demand for its data center thermal management and cooling products linked to AI-driven expansion. The company reported second-quarter gains in adjusted earnings and revenue, and issued third-quarter guidance in line with analyst expectations, while its …
Oil prices fell steeply and energy stocks dropped worldwide after U.S. President Donald Trump said he would suspend a U.S. military action called "Project Freedom" aimed at reopening the Strait of Hormuz while talks with Iranian representatives continue. Brent crude fell below $100 a barrel and U.S. and European oil companies recorded notable losse…
U.S. equity futures strengthened Wednesday amid renewed optimism that the United States and Iran may be approaching an agreement to end hostilities in the Middle East. Gains in major contracts contrasted with weakness in energy names and a mixed set of corporate results and forecasts that drove notable premarket swings across sectors.
The U.S. Food and Drug Administration has granted marketing authorisation to Glas Inc for a set of fruit-flavoured, age-gated eVapour products. Jefferies interprets this as constructive for British American Tobacco given its leading share of the tracked U.S. eVapour channel and the potential reopening of a legal flavoured market after a 2020 restri…
BofA Global Research has singled out flatexDEGIRO (FTK) and FinecoBank (FBK) as its preferred names in the European platforms sector, citing FTK's multi-country retail-broker footprint and expected double-digit revenue growth and EPS CAGR, and FBK's exposure to net interest income and potential earnings upside versus consensus. Both stocks are view…
Pirelli will start producing its connected Cyber Tyre line in the United States at its Rome, Georgia facility following an Italian government decision to restrict the influence of major shareholder Sinochem. The move came after Italy exercised so-called golden powers to resolve a governance dispute tied to concerns about compliance with U.S. rules …
German authorities say vaccines lost from the closure of BioNTech production sites in Germany can be made up by other manufacturers, and that distribution to the population remains assured. BioNTech's decision to close facilities, described as part of a move away from pandemic-era operations, could affect up to 1,860 jobs. A government spokesperson…
Corning said it has struck a multiyear partnership with NVIDIA to expand domestic manufacturing of optical connectivity for AI data centers. The pact will increase U.S.-based optical connectivity capacity by 10x, raise fiber production by more than 50%, fund three new plants in North Carolina and Texas, and is tied to warrants issued to NVIDIA wort…
Hut 8 announced a 15-year, $9.8 billion triple-net lease for 352 MW of IT capacity at its Beacon Point AI campus in Nueces County, Texas, sending the company’s shares higher by 37%. The deal raises Hut 8’s total contracted AI data center capacity to 597 MW and carries projected cumulative NOI of $9.8 billion over the base lease term, with an expect…
J.P. Morgan upgraded Aker Solutions to a neutral rating from underweight and set a December 2027 price target of Nkr45, pointing to a notable increase in Asia-Pacific tendering, stronger backlog visibility and an improved medium-term earnings trajectory. The bank preserved a cautious note about elevated forward multiples and potential execution and…
U.S. airline stocks rose sharply after reports that the United States and Iran are close to a one-page memorandum intended to end hostilities and open negotiations on a detailed settlement. The move reduced perceived geopolitical risk, sending Brent crude to a two-week low and lifting major carriers by roughly 5% to 7.6%.
The New York Times reported net gains in digital-only subscribers that exceeded analyst projections, driven by elevated news consumption amid geopolitical tensions and policy shifts. The company continues to emphasize subscription-led growth and bundled product offerings, and its shares rose in early trading following the announcement.
Instacart, legally Maplebear, projected second-quarter gross transaction value above consensus and reported stronger-than-expected first-quarter results, driven by both price-sensitive and higher-income shoppers. The company signaled resilience in consumer spending despite macroeconomic uncertainty and emphasized affordability amid potential cost p…
Uber Technologies projected second-quarter gross bookings that exceed Wall Street consensus, driven by robust demand in ride-hailing and delivery, expanded international traction and gains from its membership program. Management factored in a roughly 60 basis-point drag from the Middle East conflict while highlighting AI adoption and a push into hi…
UBS upgraded its rating on Galenica from "sell" to "neutral" while leaving its CHF85 price target intact. The target sits slightly above the stock's current trading level of CHF82.05, implying roughly 4% upside. The broker's move follows about a 20% fall in the share price since late February and reflects UBS's revised assessment of buy-side sentim…
Passive, long-only vehicles bought $12.0 billion of emerging-market equities in April, with Taiwan, Brazil and China the largest recipients of inflows, Morgan Stanley reports. Active foreign managers were net sellers. Hedge funds concentrated exposure in Information Technology across Asia ex-Japan, while long-only investors adjusted regional and se…
Walt Disney reported adjusted earnings-per-share of $1.57 and revenue of $25.2 billion for the January-March quarter, beating analysts' expectations. New CEO Josh D'Amaro, in a letter to shareholders, reaffirmed the company’s outlook for accelerated adjusted EPS growth in fiscal 2026 and sustained double-digit growth into fiscal 2027, while outlini…
