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.
23,098 total articles
Silicom Ltd. shares climbed 9.7% Thursday after Needham analyst Ryan Koontz upgraded the stock from Hold to Buy and set a $60 price target. The upgrade followed a June 30 announcement that Silicom's product passed qualification with a new AI inference customer and that initial production orders have been received, prompting the analyst to raise his…
Roblox Corp. dropped about 4.26% in pre-market trading to $55.48, erasing much of a recent one-day surge after an analyst upgrade. The decline reflects renewed focus on weak bookings and user engagement metrics flagged by Wells Fargo, alongside a group of pending securities lawsuits and an upcoming August earnings report that will serve as a near-t…
A UBS survey of over 7,500 smartphone users across five countries indicates that Apple Intelligence features are not prompting a meaningful acceleration in iPhone upgrade activity. While overall 12-month purchase intent rose in key Western markets, enthusiasm for Apple’s AI features as an upgrade trigger fell, and average device replacement timing …
Dollar Tree's stock climbed in early trading after the company’s board restored its share repurchase authorization to $2.5 billion, effectively returning buyback capacity to the program's prior ceiling. The move follows a $500 million block trade repurchase in June 2026 and came as the retailer posted stronger sales, comparable-store growth and exp…
Microsoft Corp. said Thursday it has created a new internal division of roughly 6,000 employees devoted to helping corporate clients implement artificial intelligence technology. The group will draw on engineering, corporate training, management and industry expertise and is intended to deepen collaboration with customers to speed deployments and i…
Agnico Eagle Mines Limited trimmed its 2026 gold production outlook after a rock mass movement along the north wall of the Barnat open pit at the Canadian Malartic complex led to a temporary suspension of in-pit mining. The incident is expected to reduce second-half 2026 output at Canadian Malartic by about 60,000 to 80,000 ounces and may cut produ…
AeroVironment (AVAV) climbed 4.1% in pre-open trading after the U.S. Department of Defense granted the company a $500 million firm-fixed-price contract for commercial counter-unmanned aerial systems and counter-small-UAS capabilities, with work planned through June 2029. The award - managed by the Army Contracting Command - and a recent Outperform …
Tesla reported a record April-June delivery total that exceeded analyst expectations, propelled by a rebound in European demand even as U.S. sales remain subdued. Deliveries outpaced production, leading to a reduction in inventory built earlier in the year, while investors continue to focus on the company's longer-term autonomous driving and AI amb…
Tesla released second-quarter production and delivery figures that materially exceeded consensus forecasts. The company produced 451,758 vehicles and delivered 480,126, allowing it to reduce a backlog carried from the first quarter and register 25% year-over-year growth in deliveries versus Q2 2025.
SAP has instituted a hiring freeze and reduced non-AI business travel to redirect savings into an intensified AI effort, while executing another major leadership reorganization that places AI product development under CEO Christian Klein and delegates Industrial AI to the COO. The moves come as the stock remains under pressure ahead of Q2 results d…
Deutsche Post has publicly defended its exemption from value-added tax on business mail, stating the relief is mandated under European law and linked to obligations to provide universal postal service. The statement responds to media reports that Germany's finance ministry, led by Lars Klingbeil, plans to remove the tax benefit. A draft from the ec…
Ford Motor Company CEO Jim Farley is pressing for adjustments to the USMCA trade arrangement that would give advantages to automakers with strong U.S. production footprints and impose penalties on companies that depend heavily on imports. Farley highlighted Ford's U.S. assembly leadership, export volumes and relatively low import rate, and contrast…
BofA Securities has reiterated six U.S. equity recommendations drawn from healthcare, consumer, financial services and energy. The broker emphasizes businesses with resilient earnings, attractive valuations and long-term growth drivers, naming AbbVie, CVS Health, AutoNation, Dick's Sporting Goods, GM Financial and ONEOK as its favored high-grade pi…
Microsoft announced the launch of Microsoft Frontier Company, a new operating unit seeded with $2.5 billion to assist large enterprises in choosing, integrating and extracting value from a mix of AI technologies. The service will help customers combine models from Microsoft and third parties with their own internal data, with clients retaining the …
Insider filings disclosed on Wednesday reveal a mix of concentrated buy-side moves and large disposals across multiple U.S. listed companies. The most prominent purchasing activity involved shareholders and related parties of Jewett-Cameron Trading Co. Ltd., who acquired a substantial block of stock at low-single-digit prices. Other notable buys in…
Roblox shares slipped in pre-market trading, giving back part of a late-June advance. Traders booked profits after a strong move higher that followed an upgrade, while a modest analyst tweak and an ongoing securities lawsuit contributed to selling ahead of the July 4th holiday week. With no earnings catalyst until late July and an elevated beta, th…
European and national regulators have increasingly targeted large technology companies with a string of antitrust, privacy and online-safety actions. Recent rulings and ongoing probes include court decisions, multi-billion euro fines, Digital Markets Act and Digital Services Act designations, and investigations into use of personal data and AI prac…
Barrick Mining's stock climbed 4.1% in pre-market trading after gold rallied above $4,000 an ounce. The move was driven by a combination of softer labor-market signals, falling oil prices and recent comments from Fed Chair Kevin Warsh that inflation expectations and risks have eased. Those developments lowered the urgency for further rate hikes and…
Genneia SA has submitted registration documents for an initial public offering in New York, proposing to trade Class B common shares as American Depositary Shares on the New York Stock Exchange under the ticker GENN. The filing would represent the first U.S. listing by an Argentine company in at least seven years. The firm operates a predominantly …
Newmont Goldcorp shares jumped about 4% in pre-open trading to $96.99 after gold prices recovered, driven by softer-than-expected ADP private payrolls and comments indicating eased inflation risks. The move reflects reduced expectations for further Federal Reserve rate hikes and a technical rebound from oversold levels following a month-long declin…
Saudi Arabia's Tadawul All Share index finished the session down 0.28% as losses in Industrial Investment, Energy & Utilities and Insurance sectors outweighed advances. A small group of stocks jumped by single-digit percentages, while a larger number of listings fell; oil prices eased and certain currency and index moves accompanied the session.
Blue Owl Capital kept its standard 5% quarterly repurchase limit for two private credit funds, even as investor requests to redeem shares declined sequentially in the second quarter. Shareholder letters show withdrawals totaled $4.7 billion, down from $5.4 billion in the first quarter. Repurchase requests at the technology-focused fund and the flag…
Binance's stock trading product amassed more than $1 billion in assets under management within 30 days of launch and has recorded over $3 billion in trading activity since going live on June 1, 2026. The platform offers access to more than 7,000 U.S. stocks and ETFs settled in stablecoins, with notable adoption from emerging-market users and a conc…
Rivian shares jumped in pre-market trading after the company posted Q2 2026 production and delivery figures that topped its internal guidance. Deliveries of 12,194 and production of 12,613 exceeded the firm's 9,000-11,000 delivery guidance. The company also raised its 2026 delivery forecast to 65,000-70,000 units from 62,000-67,000, signaling an R2…
Goldman Sachs downgraded SkyWest from Buy to Neutral and trimmed its price target to $108 from $126, pointing to heightened downside risk in block hour production and constrained upside relative to an improving airline sector. The firm lowered its 2026 block hour growth estimate and emphasized SkyWest's reliance on long-term capacity purchase agree…
