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.
7,592 total articles
Mexican cement producer Cemex reported a 16% year-on-year increase in fourth-quarter EBITDA to $781 million, driven by lower operating costs and higher selling prices, but one-off restructuring and asset-related charges produced a net loss for the quarter. The company outlined capital spending plans for 2026 and proposed increased dividends and a $…
Spotify shares climbed more than 3% after the company said it will add physical book sales to its app via a partnership with Bookshop.org. Beginning this spring, premium subscribers in the United States and United Kingdom will be able to purchase hardcover and paperback books directly through Spotify. Under the arrangement, Bookshop.org will manage…
Engie shares fell nearly 2% after JPMorgan lowered its rating to Neutral from Overweight, arguing the market has largely repriced the company and that upside from rerating may be limited. The bank projects 2026 as a trough for net income, with mid-single-digit earnings growth in 2027 and 2028, and set a price target of €24.50.
Germany’s competition authority has ruled that Amazon may not impose price caps on third-party sellers in its German marketplace and has ordered the company to pay 59 million euros for anti-competitive conduct. The decision, which leverages enforcement powers created by 2023 reforms, represents the first time the cartel office has sought financial …
SpaceX is developing a set of revenue-focused extensions to its Starlink satellite internet business that could include a Starlink-branded phone, enhanced direct-to-device connectivity for mobile handsets and a new orbital tracking product called Stargaze. Sources familiar with the plans say these initiatives build on Starlink's rapid satellite dep…
Tonies reported preliminary fiscal 2025 results showing revenue up 31% year-over-year to €630 million, outpacing guidance. North America led growth with a 40% increase in constant currency and became the company's largest market, while adjusted EBITDA margin is expected near 8.5%. The full results will be published on April 14.
NIO said it expects to report its first adjusted operating profit for the fourth quarter of 2025, forecasting 700 million to 1.2 billion yuan, as deliveries surged and vehicle margins improved. The company attributed the swing from a year-earlier adjusted operating loss to higher sales, a more favourable product mix, and ongoing cost reductions; it…
Bank of America has reduced its rating on Equinor to Neutral, saying the stock now trades close to its unchanged price objective of NOK260. The bank lowered its 2026+ estimates, pointed to valuations that reflect long-term Brent near $70 per barrel, and cut buyback expectations after net debt ran roughly $3 billion above forecasts.
Evonik reversed early losses and gained about 1% after pre-releasing fourth-quarter figures that showed a modest shortfall on EBITDA versus consensus, alongside a fiscal year 2026 earnings guide that broadly matches analyst expectations. The company also cut near-term dividend expectations and set a new payout ratio range, moves that recalibrate sh…
Valiant reported stronger-than-expected fourth-quarter results, with operating income 2% ahead of forecasts and pre-tax profit of CHF62 million, 14% above expectations. The bank set aside CHF4 million in reserves, delivered net income of CHF46 million versus a CHF44 million consensus, and unveiled a CHF75 million share buyback to run over three yea…
Addtech reported third-quarter results showing stronger-than-expected profitability despite revenues slightly undershooting analyst forecasts. Sales reached SEK5,556 million, a 1.4% year-on-year increase, while EBITA rose to SEK864 million and the EBITA margin improved to 15.6%. The company also announced the acquisition of RAMME, to be integrated …
Sligro Food Group will present a new strategic plan on March 5 that targets structural margin gains across 2026-30 after a 2025 operating performance that fell short of expectations. Adjusted EBIT of c54 million missed forecasts by 8% as weak sales growth and rising costs limited margin recovery, even as free cash flow reached c80 million and man…
Germany's competition authority has prohibited Amazon from enforcing price caps on third-party sellers in its German marketplace and has, for the first time, demanded several million euros it says the company gained through anti-competitive conduct. The regulator invoked powers introduced in 2023 to seek an initial payment of 59 million euros, and …
India's equity indices ended lower on Thursday, with the Nifty 50 falling 0.52% and the BSE Sensex 30 dropping 0.60%. Losses were concentrated in the Capital Goods, Metals and Technology sectors. Market breadth favored decliners on both the NSE and BSE, while volatility as measured by the India VIX eased slightly. Commodity prices and key currency …
Syngenta Group is preparing for a possible Hong Kong initial public offering that could raise as much as $10 billion this year, two people familiar with the discussions said, a move that would position the company among the largest IPOs in 2026. The Sinochem-owned agribusiness has been engaging multiple banks for potential roles on the transaction …
Indonesian equities ended the session lower, with the IDX Composite falling 0.23% as losses concentrated in the Infrastructure, Agriculture and Basic Industry sectors. Market breadth favored decliners, while several individual stocks posted large intraday gains or losses. Commodity and currency moves included declines in crude and Brent oil and mod…
Rapid strides in AI, highlighted by recent product pushes from Anthropic and Palantir, have prompted analysts to warn that automation could structurally reduce high-margin application services revenue across the IT sector. Indian software exporters experienced share declines amid fears of shorter project timelines and a challenge to the labour-inte…
Vend Marketplaces ASA finished 2025 with a strong fourth quarter, reporting EBITDA that exceeded the company-compiled consensus by 13.6%. Group revenues were in line with expectations while verticals delivered revenue and adjusted EBITDA beats. Management provided qualitative guidance for 2026 and flagged execution issues around a platform migratio…
Maersk reported fourth-quarter underlying EBITDA broadly in line with analyst forecasts and issued guidance for substantially lower underlying EBITDA in 2026, citing falling freight rates and ongoing industry challenges as headwinds for the coming year. Management highlighted continued transformation in global trade flows and supply chains as the c…
Two unnamed sources say Nippon Steel is considering issuing up to 500 billion yen of convertible bonds and may decide as soon as this month. The company has not made a final decision. The potential raise would be the largest convertible bond issuance in Japan at that size, and the firm is also exploring other long-term funding including a possible …
Japan's equity benchmark closed lower on Thursday, dragged down by losses in Paper & Pulp, Transport and Communication sectors. The Nikkei 225 fell 0.73% as a mix of strong gains in select names contrasted with steep declines among major industrial and technology groups. Market breadth favored advancers, while volatility measures and key commodity …
Memory chip prices surged sharply in the first quarter of 2026, with server and PC DRAM recording gains near or above 90% compared with the prior three months, driven by outsized demand from AI infrastructure buildouts. Analysts say NAND also reversed earlier muted trends, and further price increases are forecast for the second quarter. The rally b…
Siemens Healthineers delivered a steady first quarter, with comparable revenue up 3.8% to 5.4 billion euros. Strength in Imaging and Precision Therapy - led by Varian - offset a 3.1% decline in Diagnostics and headwinds from currency, tariffs and a higher tax rate. Adjusted EBIT fell 1.5% to 809 million euros, keeping the adjusted margin at 15.0%. …
Australian equities closed lower on Thursday with the S&P/ASX 200 falling 0.43% as losses in the Gold, Metals & Mining and Resources sectors pressured the market. A mix of notable winners in wine, retail and wealth management contrasted with heavy declines among uranium, biotech and defense technology names. Commodities and currency moves included …
Rio Tinto is widely expected to request an extension to the UK takeover timetable before the February 5 deadline, sources say, allowing more time to scrutinise early-stage merger discussions with Glencore. Some investors, particularly in Australia, are signalling opposition to any deal that involves a premium or fails to clearly create value, citin…
