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.
30,187 total articles
UBS analysts project Tesla will report approximately 345,000 vehicle deliveries in the first quarter of 2026, a modest year-on-year increase but a marked sequential decline. The forecast sits below prior UBS guidance and broader market consensus, reflecting weaker electric vehicle demand across key regions and potential downside absent a late-quart…
Farm equipment dealers report activity stabilizing at low levels with guarded optimism for a gradual recovery in late 2026 and into 2027, but Raymond James warns the near-term agricultural picture is clouded by fertilizer and fuel price spikes, geopolitical tensions, and policy uncertainty that are driving volatility in grain and oilseed markets.
Google has reached demand response agreements with five U.S. utilities spanning states from Arkansas to Minnesota to temporarily reduce electricity consumption at some data centers during periods of peak grid demand. The contracts make up to 1 gigawatt of Google’s data‑center demand available for curtailment and supplement earlier deals signed last…
New Street Research moved Nvidia onto its 2026 best idea list after analyst Pierre Ferragu interpreted CEO Jensen Huang's recent GTC remarks as signalling a far larger long-term revenue base than markets have priced in. The firm highlighted an apparent increase of $500 billion in orders since October and said Nvidia may be on a run-rate exceeding $…
A senior director at an NDRC research institute projects that China’s electricity use by data centers will climb from roughly 300 billion kilowatt-hours today to 1 trillion kilowatt-hours by 2030, equivalent to about 7% of national power consumption. The projection accompanies forecasts for rapid renewable capacity additions, deeper integration of …
Macquarie began coverage of Okta with an Outperform rating and a $100 price target, identifying several operational levers and artificial intelligence adoption as potential drivers of renewed revenue growth. The brokerage highlighted contract and go-to-market changes, deeper channel engagement and AWS Marketplace traction as ways to accelerate the …
Barclays upgraded Evonik to Overweight from Equal Weight and raised its price target to €17 after supply disruptions in Asia tightened methionine availability and logistics. The bank sees higher spot prices and improved pricing power for non-Asian producers like Evonik, revising its 2026 EBITDA estimate upward and highlighting Evonik's energy hedgi…
U.S. Transportation Secretary Sean Duffy warned that a continuing partial government shutdown could leave roughly 50,000 Transportation Security Administration airport security officers without pay, potentially leading to small airport closures. He said an upcoming missed paycheck on March 27 could make disruptions more severe than current long lin…
DA Davidson reported that same-store dollar sales at North American agricultural equipment dealers dropped 11% year-over-year in February, the fifth straight monthly decline. By contrast, outdoor power equipment or turf dealer same-store dollar sales rose 6% year-over-year in February, marking the third consecutive month of growth for that segment.…
Truist retail checks indicate Nike running shoes are continuing to post robust sales at Dick’s Sporting Goods, led by men's models. The Vomero Premium has sold out for men after four weeks as the top seller in the men's running category, marking a second sellout following its initial launch. The Men’s Pegasus Premium has stayed within the top six a…
Mining equities plunged Thursday after a sharp drop in precious metals prices, driven by a rise in oil and gas prices that market participants see as increasing inflationary pressure and diminishing the odds of near-term interest rate cuts from the Federal Reserve. Gold plunged about 6% toward $4,500 an ounce in its seventh straight session of loss…
Insider filings disclosed Wednesday, March 18, 2026, show a mix of purchases and sales across several U.S. listed companies. Notable buys include Salesforce Director David Blair Kirk and large purchases by owners and executives at Mission Produce, Castellum, Waters Corp and Exzeo Group. Several Broadcom executives carried out automatic sales to cov…
Goldman Sachs cautions that sentiment has cooled after its Risk Appetite Indicator peaked earlier this year, citing factors such as AI disruption concerns, private credit, surging oil and the Middle East war. The firm says multi-asset portfolios have experienced a modest drawdown but maintains that the risk of a prolonged, deep bear market remains …
Barclays has reduced its recommendation on Bunzl from Overweight to Equal Weight and lowered its 12-month price target by 18% to 2,250p, citing margin deterioration and elevated fuel cost risk. The bank trimmed near-term earnings and EBITA estimates, highlighted a recent organic fall in gross margins, and modelled scenarios where rising fuel and fr…
Saudi Arabia's equity market ended Thursday's session higher, led by advances in Media & Publishing, Energy & Utilities and Real Estate Development sectors. The Tadawul All Share rose 0.55% at the close. Notable winners included Dar Al Majed Real Estate Co Ltd, Emaar The Economic City and National Gas & Industrialization Co, while Al Et…
Willie Walsh, director general of the International Air Transport Association, said on March 19 in Brussels that escalating hostilities in the Middle East are pushing jet fuel and crude concerns onto airline balance sheets, driving ticket prices higher and creating a situation in which there are "no winners." He noted that while global passenger de…
A wave of Iranian strikes on energy installations across the Gulf triggered a sharp jump in oil and European gas prices after Tehran said it was retaliating for earlier attacks on its own gas facilities. The assaults damaged Qatar’s Ras Laffan LNG complex, hit refineries in Saudi Arabia and Kuwait, and prompted the UAE to shut major gas facilities,…
Lanxess announced price increases across its product range to offset higher energy and material expenses caused by the U.S.-Israeli war on Iran. The specialty chemicals company made the move after reporting annual results and unveiling workforce reductions, joining peers that have already signaled price hikes amid market disruption and fears of an …
The United States may authorize the sale of Iranian oil currently held on tankers as part of steps to tame rising global crude prices, Treasury Secretary Scott Bessent said on Fox Business's Mornings with Maria. He estimated about 130 million barrels of Iranian oil are afloat and said the administration could also pursue a unilateral release from s…
RBC Capital warned that escalating attacks on Middle Eastern energy infrastructure have taken the conflict into a new and riskier phase. The note points to strikes on key gas facilities and the effective control of the Strait of Hormuz by Iran, saying markets should not assume a quick resolution and urging caution around the so-called 'TACO trade.'
UBS upgraded Aéroports de Paris (ADP) from Neutral to Buy and lifted its 12-month price target to €127 from €122, saying current market pricing understates the value of the company’s regulated asset base and overstates regulatory and regional conflict risks. The bank projects total 12-month returns of 25.3% made up of 22% price appreciation and a 3…
Futures tied to Canada’s primary equity benchmark edged lower as a surge in crude and declines in gold weighed on materials and broader market sentiment. The Bank of Canada’s cautious stance on inflation, hawkish comments from central bank officials, and renewed attacks on key Middle Eastern energy infrastructure combined to push commodity and equi…
Uber will invest up to $1.25 billion in Rivian as part of an agreement to introduce 10,000 fully autonomous Rivian R2 SUVs as robotaxis beginning in 2028. The ride-hailing company will make a $300 million upfront payment and can fund the remainder through 2031 if Rivian reaches specified autonomous-driving milestones. The R2 robotaxis will be exclu…
Rivian Automotive shares jumped after Uber said it will invest up to $1.25 billion in the EV maker as part of a robotaxi partnership that includes commitments to buy thousands of fully autonomous R2 vehicles. The deal includes an initial $300 million commitment, conditional investments tied to autonomy milestones, exclusive Uber platform availabili…
Mobilicom Limited (NASDAQ:MOB) saw its stock climb after being included in the Federal Communications Commission's first cohort of 'Trusted Drones' as determined by the U.S. Department of War. The designation exempts nearly the full scope of Mobilicom's offerings from the DoW's Covered List restrictions through the end of 2026, and the company inte…
