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.
8,955 total articles
Software equities regained footing on Tuesday after a string of partnership announcements tied to Anthropic's latest AI offerings suggested integration-focused adoption rather than outright displacement of existing software. Major software-related names and an ETF climbed as investors interpreted the news as a reduction in near-term disruption risk…
Shares of CPI Aerostructures (NYSE American: CVU) rose 5.8% on Tuesday after the company disclosed further orders from Lockheed Martin Aeronautics totaling $9 million. The work is tied to a previously announced Long Term Agreement and adds funding under an Indefinite Delivery, Indefinite Quantity contract, with shipments scheduled to continue throu…
Xcel Energy has agreed to provide power to Google’s forthcoming data center in Pine Island, Minnesota. The utility said the project will deliver 1,900 megawatts of new clean capacity to the grid - a mix of wind, solar and long-duration storage - with Google covering the project costs so existing customers are not charged.
DocuSign's stock climbed 5% following an announced collaboration with Anthropic to integrate intelligent contract workflows into the Cowork platform. The partnership follows Anthropic's expanded relationship with Salesforce in October 2025 to deploy Claude in regulated industries. Salesforce shares also rose 5%, even as premarket checks from BWG Gl…
Coinbase has expanded its platform to let all U.S. users trade stocks and ETFs alongside cryptocurrencies around the clock during market weeks. The offering includes zero-commission trades, instant funding with USD and USDC, fractional shares from $1, and a partnership with Yahoo Finance for one-click order execution. Coinbase says it will expand t…
Deutsche Bank downgraded Blue Owl Capital from Buy to Hold and reduced its price target to $10 from $15, citing expectations of weaker net inflows into retail private credit products. The bank made modest forecast reductions across its coverage of alternative asset managers and flagged the potential for elevated redemptions and softer new sales in …
Advanced Micro Devices shares climbed about 5% after the company disclosed a supply arrangement with Meta Platforms to deliver AI computing infrastructure. Mizuho analyst Jordan Klein described the development as a clear positive for AMD, saying it should bolster confidence in upcoming products, while also flagging potential short-term trading head…
SanDisk shares fell on Tuesday after Citron Research revealed a short position in the memory-chip maker, citing cyclical headwinds and mounting pressure from Samsung. The stock initially dipped about 1% on the announcement but later traded up roughly 1% as buying resumed. Citron pointed to Western Digital selling SanDisk holdings at much lower pric…
Morgan Stanley moved its view on the global gas and LNG industry from In-Line to Cautious ahead of a projected move into oversupply. The bank expects margin pressure on open cargo sales, weaker appetite for new long-term contracts, and a slowdown in final investment decisions and growth. Against this backdrop, Morgan Stanley highlighted Excelerate …
On Tuesday Anthropic, the San Francisco-based AI lab, introduced 10 new enterprise-focused plug-ins for its Claude model that target investment banking, wealth management, human resources and other corporate functions. The company also announced integrations with commonly used business tools and said partners and clients are already deploying AI ag…
Ideal Power Inc. (IPWR) saw its shares decline 16.9% following the announcement of an underwritten public offering and a concurrent private placement expected to generate roughly $14.0 million in gross proceeds. The company priced 4,458,736 shares or pre-funded warrants in the public tranche for about $12.3 million and a private placement of pre-fu…
Advanced Micro Devices said on Tuesday it agreed to sell as much as $60 billion in artificial intelligence chips to Meta Platforms over five years, in a deal that also gives Meta the option to acquire up to a 10% stake in the chipmaker. The arrangement follows a similar agreement AMD signed last year with OpenAI and is being read by analysts as ano…
MacroGenics Inc (NASDAQ: MGNX) saw its stock decline 7.4% in premarket trading after the U.S. Food and Drug Administration placed a partial clinical hold on the LINNET study of lorigerlimab in gynecologic cancer patients. The hold stops new patient enrollment, while allowing those already dosed to continue receiving the investigational drug. The ac…
Bank of America told clients that Arm Holdings is well positioned to capture a larger slice of the expanding AI inference market as central processing units play a growing role in data-center workloads. The bank raised its price target on Arm and updated its long-term CPU share outlook while reiterating a Neutral rating.
Larimar Therapeutics saw a sharp premarket gain after the FDA awarded Breakthrough Therapy Designation to nomlabofusp for Friedreich's ataxia, citing preliminary open-label data showing increased skin frataxin and directional improvement across multiple clinical outcomes. The company and the agency remain aligned on key endpoints and analyses as La…
JPMorgan upgraded Domino's Pizza from Neutral to Overweight and set a $450 price target, pointing to consistent share gains, a resilient franchise-heavy business, and visible international expansion as reasons to buy around current levels. The bank emphasized steady U.S. unit growth, strong carryout sales and a cost-efficient delivery network while…
Monte Rosa Therapeutics saw its shares rise in premarket trading after presenting Phase 1/2 data for MRT-2359 combined with enzalutamide in metastatic castration-resistant prostate cancer. The data showed complete PSA responses and disease control in a small AR-mutant subgroup and a broader RECIST disease control rate across evaluable patients, wit…
A coalition of travel industry representatives and lawmakers urged the Trump administration on Feb. 24 to promptly restore Global Entry, the trusted-traveler program that speeds U.S. customs and immigration processing for pre-approved, low-risk international arrivals. The Department of Homeland Security suspended the program on Sunday but chose not…
MiniMed Group, the diabetes business spun out of Medtronic, filed to raise up to $784 million in an initial public offering, proposing to sell 28 million shares at $25 to $28 each. The filing outlines the unit’s recent financials, product mix, global footprint, and the extent of Medtronic’s retained voting power.
Yahoo Finance has formed a partnership with Coinbase to enable users to move from crypto and equity tickers on Yahoo's site directly to Coinbase to execute trades. The agreement includes integration of Coinbase data and insights into Yahoo Finance, a promotional one-month Coinbase One offer for users, and plans for deeper ties between Yahoo Finance…
Brookfield Asset Management has purchased Ori Industries and merged it into Radiant, a newly formed company that will lease artificial intelligence chips on demand. Financial terms were not disclosed. Radiant will target companies and governments building sovereign clouds and will use long-term rental contracts to lock in revenue across the expecte…
Blue Owl Capital's stock dipped after Deutsche Bank downgraded the shares and reduced its price target, with the bank citing a tougher near-term environment for retail credit products that could drive higher redemptions and slower net inflows. The move included revisions to forecasts for several alternative asset managers and reflects a more cautio…
VisionWave Holdings Inc. (NASDAQ:VWAV) announced a binding definitive agreement to purchase a 51% controlling interest in C.M. Composite Materials Ltd., a certified producer of aerospace-grade composite structures. The announcement sent VisionWave shares up 6% on Tuesday. The purchase is based on a $50 million valuation of C.M., with the 51% stake …
Warner Bros. Discovery, the legacy studio turned multimedia conglomerate, is at the center of a contested sale process after receiving competing offers for its studios and streaming business. Paramount Skydance has submitted a revised bid that Warner Bros. Discovery says it is considering, while Netflix secured unanimous board approval for a previo…
Wells Fargo projects Qualcomm could produce $5 billion to $7 billion in yearly revenue from data-center AI chips beginning in 2027, noting a more than $100 billion market for AI inference and calling attention to Qualcomm’s AI200/AI250 platforms, recent acquisitions and Taiwan Semiconductor Manufacturing Co (TSMC) wafer allocation as potential adva…
