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.
28,423 total articles
Steve Eisman said the current AI boom is heavily concentrated around two startups, OpenAI and Anthropic, which he estimates drive roughly 70% of AI-related revenue at Microsoft, Amazon, Google and Oracle and represent 25% to 35% of those firms' cloud revenue. Eisman warned that cheaper Chinese open-source AI models are gaining traction and could pr…
Israeli equities closed higher on Thursday, with the TA 35 index rising 0.25%. Sector strength in Biomed, Communication and Oil & Gas supported the advance. Notable individual moves included a strong jump in the Tel Aviv Stock Exchange listing and mixed results among other large-cap names. Crude and Brent oil prices fell, while the US dollar and sh…
X Energy Inc saw its shares rise in pre-market trade after reporting second-quarter 2026 results that included a significant revenue increase driven largely by Advanced Reactor Demonstration Program income from the U.S. Department of Energy. While revenue and grant income jumped substantially year-over-year, the company reported a wider per-share l…
Quarterly results for a swath of Japanese chemical companies covering the April-June period mostly exceeded analyst forecasts, Morgan Stanley reports. Electronic chemicals firms were notable outperformers, with several companies raising short-term guidance after results beat expectations; a subset left full-year outlooks unchanged or below analyst …
Aveanna Healthcare shares rose sharply in pre-market trading after the home health provider raised its 2026 revenue outlook and reported second-quarter results that beat analyst expectations. The company cited the initial contribution from its recent Family First Homecare acquisition as a key factor lifting top-line performance.
Tapestry reported quarterly adjusted earnings above expectations and issued an optimistic full-year EPS forecast, citing robust demand for Coach among affluent and younger consumers and recent product momentum. The company also announced a $1.35 billion share repurchase program and projected first-quarter revenue and profit ahead of analyst estimat…
European equity benchmarks have narrowed the gap with the S&P 500 over the past year as analysts lift earnings forecasts for large-cap companies and market expectations for near-term Fed rate hikes ease. The STOXX 600 has risen slightly more than the S&P 500 on a one-year basis, and the outperformance is more pronounced over three months. Valuation…
Omeros shares jumped sharply in pre-market trading after the company reported a sizeable second-quarter 2026 beat on both revenue and earnings. The performance was driven by robust sales of its FDA-approved lectin pathway complement inhibitor, YARTEMLEA, producing materially higher gross and net product revenues and helping the company report GAAP …
Microsoft has substantially reduced its physical and operational footprint in China over the past five years, closing at least 15 offices and joint ventures as geopolitical tensions, government procurement rules and U.S. export controls constrained its growth. Despite internal debate about a full exit in 2023 and the small share of revenue China re…
Q2 earnings have produced a dramatic acceleration in corporate profits, with S&P 500 earnings per share up 50.4% year-over-year and 86% of companies beating analyst estimates, marking a five-year high in surprise rates. Subscribers to a proprietary AI picking service who received monthly model-driven lists ahead of results were positioned in severa…
WeRide, the Guangzhou autonomous driving company, is exploring expansion into Australia, South Korea, Japan and Southeast Asia while continuing European talks, after reporting substantial second-quarter overseas revenue gains and narrowing EBITDA losses. The firm is scaling a level 4 autonomous fleet, pressing ahead with commercial deployments and …
Adyen warns that the rise of AI-powered shopping assistants could displace merchants in the customer journey, prompting retailers to strengthen direct ties with buyers. The payments processor is expanding its platform, acquiring loyalty and billing software, and shifting capital spending to support increased infrastructure needs tied to AI-driven c…
Lenovo shares jumped nearly 20% to an intraday record of HK$31.26 after the company reported fiscal Q1 FY2027 revenue and profit well above market expectations. Revenue rose 43% year-on-year to $26.9 billion while adjusted net profit climbed 176% to $1.075 billion, the first time adjusted profit topped $1 billion. Positive analyst revisions highlig…
A contingency agreement between New Mexico and Motley Rice ties the law firm’s fee to the size of any recovery from Meta Platforms. Under the contract’s tiered schedule, Motley Rice could request $67.1 million if the state’s recovery reaches about $942 million after a judge’s ruling and a separate jury award; Meta has said it will appeal.
A Reuters-conducted poll shows that over 80% of Japanese firms either use artificial intelligence in a constrained way or not at all, with only 16% reporting company-wide deployment. The survey also highlights conservative near-term AI budget plans and a strong preference among respondents to channel capital into domestic projects.
The AI investment cycle remains robust, but capital is moving toward a smaller set of high-conviction companies with demonstrated earnings expansion and durable revenue growth. Yubico, a global leader in physical authentication keys, has emerged as a standout after a series of earnings beats and margin expansion, climbing roughly 113% since being c…
Marex shares retreated slightly in after-hours trading after a session that saw the stock surge on a record quarterly report. The company posted strong Q2 2026 revenue and profit metrics that beat expectations, but reported insider net selling and an announced acquisition with undisclosed terms appear to have contributed to modest after-hours selli…
The U.S. Department of War has awarded Lockheed Martin Corp. a $211.4 million modification to an existing Foreign Military Sales contract to provide Configuration 3 THAAD launchers to the United Arab Emirates. Production is assigned to Lockheed Martin Space in Sunnyvale, California, with work scheduled from August 2026 through January 2031.
Cerebras Systems shares dropped sharply in after-hours trading following second-quarter 2026 results that missed analyst estimates for both revenue and adjusted earnings per share. GAAP revenue of $180.1 million lagged consensus of roughly $191–$194 million, while an adjusted loss per share of $2.98 was far wider than the roughly $0.17–$0.18 analys…
The S&P/TSX Composite finished higher, climbing 0.51% to reach a new record high as gains in Financials, Materials and Information Technology drove broad-market advances. Air Canada and Celestica were among the top gainers, while 5N Plus, H&R REIT and Constellation Software weighed on the downside. Volatility eased and commodity prices moved uneven…
Coherent reported stronger-than-expected fourth-quarter results and issued optimistic fiscal first-quarter guidance, yet its shares fell 5% after the release despite an earlier 8% intraday rally. Revenue and adjusted EPS topped analyst estimates, margins expanded materially year-over-year, and management pointed to robust customer demand and rising…
Two senior Senate Democrats have formally asked administration officials to explain why the United States has not resumed regular targeted sanctions aimed at entities that help Russia evade restrictions tied to its invasion of Ukraine. The lawmakers say the pause has lasted 17 months and requested a response by Aug. 28.
Shutterstock, Inc. (NYSE:SSTK) saw its shares rise 4.1% following the rollout of a content connector that allows Anthropic’s Claude users to search for and license Shutterstock’s images, video, music, and sound effects directly inside the AI platform. The move is part of Shutterstock’s broader effort to embed its content across AI-native tools and …
Davis Polk has initiated litigation in New York state court against Enel North America and two affiliates to recover $3.3 million in unpaid legal fees. The charges relate to the firm’s representation of Enel subsidiary High Lonesome Wind Power in a dispute with Allianz stemming from Winter Storm Uri and a derivative hedging contract for weather-rel…
Cencora stock declined 4.2% in afternoon trading after the company confirmed that some Walgreens volume, previously handled outside its main prime vendor agreement, began shifting to rival distributors on July 1, 2026. Management said the core prime vendor contract - which represents the majority of its Walgreens business - remains intact and that …
