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.
14,498 total articles
Indian stock indices finished higher on Friday, with the Nifty 50 advancing 0.65% to reach a one-month high and the BSE Sensex 30 also up 0.65%. Sector strength in Capital Goods, Power and Public Sector Undertakings underpinned the rise. Market breadth favored advancers on both the NSE and BSE. Volatility, measured by India VIX, declined to a one-m…
Goldman Sachs has increased its projections for China’s robotaxi fleet, forecasting a near tripling to 14,000 vehicles by the end of 2026 and 3.1 million units by 2035. The firm also began coverage on Pony AI and WeRide with Buy ratings and set price targets for their shares, while flagging rising overseas deployments and a potential material marke…
Uber has agreed to buy an additional 4.5% of Delivery Hero from Prosus for about 270 million euros ($318 million), paying €20 per share. The sale is part of regulatory concessions Prosus must make to secure approval for its proposed acquisition of Just Eat Takeaway.com, and will reduce Prosus's stake in Delivery Hero to roughly 21%.
Germany-based IT transformation specialist SNP SE reported preliminary first-quarter revenue of €79 million, up 19% from the prior year, with preliminary EBIT climbing 90% to €15 million. Order entry increased to €87 million from €75.4 million in the first quarter of 2025. The company reconfirmed its 2026 outlook, forecasting mid- to high single-di…
Flipkart, the Walmart-owned Indian e-commerce firm, is preparing to begin selling movie and concert tickets in India and to pilot food delivery, according to two sources familiar with the plans. The company is targeting a May start for both initiatives as it positions itself ahead of a planned initial public offering and strengthens core business u…
Deutsche Bank has started coverage of Skanska AB with a 'buy' recommendation and a SEK300 price target, pointing to accelerating earnings, a larger earnings share from construction, and potential upside from project development should market conditions improve. The bank forecasts a 15% EPS compound annual growth rate for 2025-2028 and highlights a …
A 150-job Conn Selmer brass-instrument plant in Eastlake, Ohio, will close at the end of June with production for tubas, sousaphones and some French horns moving to China. Workers and union organizers attempted a public campaign aimed at the plant's ultimate owner, billionaire investor John Paulson - a prominent Trump ally - to invoke the president…
The U.S. government is rolling out a centralized refund mechanism for tariffs the Supreme Court recently invalidated. Customs and Border Protection has completed the first phase of the Claims Access Payment Environment - CAPE - which will issue consolidated electronic payments for refund claims. Hundreds of thousands of importers may be eligible, a…
Vanda Research, which monitors trading by self-directed investors, says retail activity is showing early signals of renewed interest in meme stocks now that U.S. tax season has ended. A dramatic multi-day swing in Allbirds after an announced pivot toward artificial intelligence infrastructure is one high-profile example. Analysts at Vanda point to …
European hot-rolled coil (HRC) prices have climbed roughly €100 per tonne year-to-date, propelled by the Carbon Border Adjustment Mechanism, steady demand and higher energy and shipping costs, with Bank of America raising its price outlook and flagging potential upside to ArcelorMittal's consensus EBITDA.
Bank of America’s monthly European Union Nielsen Food scanner snapshot for the four weeks ending March 22, 2026, shows a pronounced outperformance by Lindt driven by price and mix as well as higher volumes, while Danone experienced a modest sales drop attributable solely to lower volume. Overall tracked food categories recorded a 6% increase in val…
German IT transformation specialist SNP reported preliminary first-quarter revenue of €79 million, a 19% year-over-year increase, and preliminary EBIT of €15 million, up 90% from the comparable period in 2025. Order entry rose to €87 million from €75.4 million. The company reaffirmed its 2026 guidance, forecasting mid- to high-single-digit revenue …
Morgan Stanley downgraded HBX Group International Plc (BME:HBX) from "overweight" to "equal-weight" and reduced its price target to €8 from €10.40, citing growing uncertainty for second-half growth and a weaker near-term outlook. The bank pointed to a trade-off between transaction volume and take rates, material exposure to Middle East travel marke…
Bank of America strategist Michael Hartnett recommends positioning for commodities, Chinese equities and U.S. consumer discretionary stocks while advising to sell the U.S. dollar. The calls reflect concerns about tariff disruption, a deteriorating U.S. fiscal stance and a rotation away from American assets. The team also favors yield-curve steepene…
U.S. stock futures climbed early Friday as investors responded to comments suggesting a possible near-term path to peace in the Middle East. Optimism about de-escalation lifted demand for risk assets, notably technology and software shares, even as traders remained cautious about weekend talks between U.S. and Iranian officials and ongoing disrupti…
Freedom Broker upgraded ASML Holding N.V. to buy from hold and boosted its price target to $1,650, citing first-quarter results that topped estimates and a raised full-year revenue outlook. The quarter featured a higher share of extreme ultraviolet systems, stronger installed base management revenue, and geographic shipment shifts toward South Kore…
Gerresheimer has turned down an approach from U.S. peer Silgan and the two companies are no longer in talks, sources said. The German medical-packaging maker said it is concentrating on resolving accounting issues and completing the disposal of its U.S. unit Centor before entertaining any offers. Shares initially fell on the news but were trading u…
Germany’s principal aviation lobby has called on European authorities to tap strategic jet fuel reserves and impose reporting requirements on producers and storage operators amid supply worries linked to the Iran war. The group also urged that airports, carriers and other industry participants be folded into the European Commission’s crisis respons…
Exane BNP Paribas upgraded Eni from neutral to outperform and increased its price target to 27.50 euros from 16 euros, citing the Italian energy group's stronger positioning after the Middle East oil crisis, sustained strategic execution and higher cash flow exposure to tighter oil prices. The stock has rallied about 90% over the past year and clos…
President Donald Trump indicated that discussions between Washington and Tehran could resume over the coming weekend and said negotiators were "very close" to a deal that would bar Iran from possessing a nuclear weapon for more than 20 years. The announcement comes as a newly announced 10-day cessation of hostilities between Israel and Lebanon appe…
The UK government is considering measures to break the link between wholesale electricity prices and gas, a shift that market analysts warn could reduce power revenues and weigh on utilities with merchant renewable and nuclear assets in the UK. Jefferies has highlighted a list of companies that could be affected and estimated the potential earnings…
Morgan Stanley strategists expect a temporary halt to the recent rally in European equities as geopolitical uncertainties around the Strait of Hormuz persist and investor focus shifts toward corporate earnings. While the bank remains constructive over the medium term following early signs of de-escalation in the Middle East, it cautions that sentim…
Matternet has formed a strategic partnership with SoftBank Robotics America to accelerate deployment of autonomous drone delivery networks. The agreement pairs Matternet’s operational drone platform and regulatory milestones with SoftBank Robotics America’s manufacturing, installation and maintenance capabilities to offer an end-to-end solution for…
Bouygues Telecom, Iliad and Orange have entered into exclusive negotiations with Altice France to buy SFR for €20.35 billion. The proposed allocation would give Bouygues 42%, Free-Iliad 31% and Orange 27%. Business-to-business units would move to Bouygues Telecom while consumer operations would be split among the three buyers. Infrastructure and sp…
OnlyFans is reported to be in advanced negotiations to sell a minority stake of less than 20% to Architect Capital at a valuation above $3 billion. An agreement could be reached as soon as next month, and the proposed arrangement would see OnlyFans and Architect collaborate to build financial services and products for creators. Architect has assemb…
