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.
30,188 total articles
Shares of The Mosaic Company slid after BofA Securities downgraded the stock to Neutral from Buy and cut its price target to $30 from $33. The analyst cited a likely one-year delay in margin expansion for phosphate fertilizers driven by inflationary pressure on raw materials, elevated capital spending and a muted earnings inflection tied in part to…
Norwegian equities closed lower on Friday, with the Oslo OBX shedding 1.64% as declines in Media, Transport and Diversified Financials weighed on the market. Winners included Norwegian Air Shuttle, Hafnia and Norsk Hydro, while Yara, Nel and Aker BP were among the largest decliners. Commodity and currency moves accompanied the equity weakness.
Israel's equity benchmark finished modestly higher on Friday, driven by advances in the Biomed, Technology and Real Estate sectors. The TA-35 rose 0.21% at the close, with Tower Semiconductor and Camtek among the top performers, while Enlight Renewable Energy and several industrial names lagged. Market breadth favored advancers over decliners, and …
HSBC upgraded FedEx from Reduce to Hold following third-quarter fiscal 2026 results that outperformed expectations. The brokerage raised its price objective and lifted earnings forecasts after FedEx reported stronger yields, solid volume growth in key segments, and an upgraded full-year outlook driven by its express business.
The Trade Desk (TTD) shares rose 3.7% on Friday after Needham analyst Laura Martin reiterated a Buy rating with a $32.00 price target. Martin's view, formed during discussions with advertising technology executives in New York, is that the dispute between The Trade Desk and Publicis is primarily a short-lived negotiation over economic splits and po…
Greece's Athens General Composite fell 0.60% to a fresh three-month low at the close on Friday, weighed down by losses in the Telecoms, Banking and Household sectors. Market breadth favored decliners, while a handful of stocks including Athens International Airport SA and Lamda Develop outperformed. Commodities and major currency pairs showed modes…
Lincoln National Corp. (NYSE: LNC) is engaged in confidential discussions with industry peers on a reinsurance arrangement that would move roughly $5 billion of life insurance reserves off its balance sheet. The potential transaction could include universal life products with secondary guarantees and is intended to free capital to support sales gro…
Turkey's main equity gauge, the BIST 100, finished the Friday session down 0.51% as losses in the Banking, Technology and Basic Metals sectors pressured the market. A handful of stocks posted double-digit percentage moves in both directions, and commodity and currency moves were mixed across the session.
Nearly three weeks into the U.S.-Israeli war on Iran and after strikes by Tehran on Israel, U.S. bases and Gulf states including the UAE, Dubai’s property market is showing early signs of strain. Analysts report steep declines in transaction activity and some agents and online messages flag double-digit discounts on certain listings, even as a numb…
Mizuho upgraded Chipotle Mexican Grill to Outperform from Neutral and raised its price target to $40 from $37 after observing signs of an inflection in comparable-store sales and clearer margin outlook. The firm now models flat first-quarter comps versus a prior modest decline and expects sales momentum into the second quarter, while forecasting a …
UBS's Global I/O Semiconductors team has identified its favored analog semiconductor companies as the sector shows momentum into 2026. The bank expects analog revenue growth to continue through 2026, with consensus estimates pointing to robust year-over-year gains in late 2025 and early 2026. UBS also flags valuation levels above the decade average…
CBS News will reduce its workforce by about 6% as new editor-in-chief Bari Weiss and CBS News President Tom Cibrowski move to reorganize the newsroom, according to an internal memo. The leadership says parts of the newsroom will shrink to make room for investments in digital platforms and a 'streaming mentality.' Employees impacted by the cuts are …
HSBC has raised several ratings and price targets across integrated oil companies, citing an ‘‘unprecedented physical disruption’’ to oil, refining and LNG markets following the effective closure of the Strait of Hormuz since Feb. 28. The bank boosted 2026 macro assumptions and lifted near-term earnings estimates sharply, with the largest upgrades …
Evercore upgraded Halliburton and Helmerich & Payne to Outperform after concluding a recent energy market shock has altered supply dynamics. The firm expects a longer period of elevated crude prices as countries rebuild inventories, a modest U.S. upstream recovery, and improved visibility for U.S. land oilfield services.
Friday's trading session produced a mixed picture: several mega-cap technology names moved lower, while specific mid- and small-cap companies recorded sizable advances. Analyst upgrades, earnings beats and corporate actions were among the catalysts cited for notable moves across market-cap tiers. The session included steep losses in some large-cap …
Texas Capital initiated coverage of Strategy Inc with a Buy rating and a $200 price target, emphasizing the company’s role as a major digital asset treasury manager and the potential long-term value of increasing bitcoin holdings per share. The brokerage models a 10% annual rise in bitcoin, assumes $17 billion of capital issuance in 2026 and applie…
Janus Henderson's stock fell 1.7% to $50.51 in early trading after Trian Fund Management, the asset manager's largest shareholder with a 20.7% stake, publicly rejected Victory Capital's improved takeover proposal. Trian said it does not see a clear path to closing a deal with Victory Capital because of attrition risks; the competing bid follows Vic…
Nvidia has committed to supplying 1 million graphics processing units to Amazon Web Services between 2026 and 2027, with deliveries beginning this year and continuing through 2027. The arrangement covers a broad slate of Nvidia chips, newly licensed Groq processors, and networking hardware, and aligns with Nvidia CEO Jensen Huang's projection of a …
Underwriters for MDA Space Ltd. have exercised their over-allotment option, acquiring 1,344,071 additional common shares at $30.50 each. The move yielded roughly $41 million in extra gross proceeds, lifting the total raised in the offering to about $341 million. The financing was managed by a syndicate led by J.P. Morgan and RBC Capital Markets, wi…
Jefferies upgraded SolarEdge to a Hold from underperform and lifted its price target to $49 from $30, citing renewed volatility in European energy markets as a potential tailwind for solar and storage demand. The firm raised its 2027 and 2028 revenue forecasts while leaving 2026 largely unchanged, but stopped short of a Buy because the stock alread…
Silgan Holdings has indicated interest in acquiring German medical packaging maker Gerresheimer and is working with advisers on a possible approach, though sources say there is no guarantee a bid will materialize. Gerresheimer's stock jumped after the news even as the company continues to face an expanding probe by Germany's financial regulator and…
Ultra-low-cost carriers (ULCCs) operate some of the most fuel-efficient aircraft in the U.S., a structural advantage amid rising jet fuel costs. However, the newer, higher-cost planes central to that efficiency create financial strain if passenger demand weakens, because idling or reducing utilization of recently acquired jets is more expensive tha…
Bernstein names three European pharmaceutical stocks as top buys, citing undervalued pipelines, potential earnings upgrades and catalysts that could trigger a re-rating. The brokerage’s price targets imply upside ranging from 36% to 53% from current levels, with AstraZeneca rated its top large-cap pick, GSK second among large caps, and Argenx the h…
Insider filings disclosed Thursday show a mix of concentrated insider buying in several names trading near lows alongside sizable sales executed by executives and affiliated investors in other companies. The most valuable reported purchase involved a group of Pale Fire Capital entities and related individuals acquiring more than $18 million of Phre…
Futures tied to Canada’s main stock index opened lower on Friday as investors continued to weigh elevated oil prices and fresh developments in the Iran war. The S&P/TSX composite closed at its lowest level since February on Thursday, dragged down by falling gold prices and risk-off positioning in miners, while gains in crude helped sustain energy s…
