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.
8,959 total articles
Bitdeer Technologies Group (NASDAQ: BTDR) saw its shares tumble 18% on Thursday morning following the announcement of a $300 million private placement of convertible senior notes due 2032 and a separate registered direct offering of Class A ordinary shares to certain holders of its existing convertible notes due 2029. Proceeds are earmarked to fund…
DB Cargo, the freight unit of Deutsche Bahn, will cut 6,000 jobs by 2030, trimming almost half of its 14,000-strong workforce. The move, confirmed by DB Cargo chief Bernhard Osburg, aims to reduce costs after declines in business from automotive, steel and chemicals customers. Deutsche Bahn intends to try to place affected employees elsewhere withi…
Walmart reported stronger-than-expected holiday-quarter revenue and robust e-commerce gains as John Furner takes over as CEO, but the company issued a conservative fiscal-year forecast that falls short of elevated analyst projections. Management highlighted continued investments in faster delivery and low-price positioning while unveiling a $30 bil…
Futures tied to Canada's main stock index moved lower as markets parsed the Federal Reserve's minutes, which signaled divisions among policymakers and left the door open to further rate action. Gains in Canadian equities from the prior session - driven by materials and technology - faced pressure, while U.S. futures also pared early advances. Gold …
EPAM Systems said it expects first-quarter revenue and adjusted earnings per share roughly in line with analyst models, driven by continued customer expenditure on AI-enhanced systems and software projects. The company reported fourth-quarter revenue and adjusted EPS that topped estimates, but its shares fell in premarket trading.
UBS upgraded DWS Group to a buy rating and increased its 12-month price target to €70 from €56, pointing to stronger earnings projections and a capital return program that could produce €10.16 per share in distributions over the next 15 months. UBS raised its 2026-28 EPS estimates and forecasts meaningful net inflows driven by passive products, whi…
Morgan Stanley tells investors that a post-earnings decline in one auto retailer's stock presents an attractive entry point. The bank acknowledges a weaker fourth-quarter print and higher per-unit reconditioning costs but maintains conviction in the company's long-term growth path, citing its integrated financing platform, improving leverage metric…
Hims & Hers Health, Inc. saw its shares rise 7.8% Thursday morning after announcing a definitive agreement to acquire Eucalyptus, an international digital health group operating in Australia, the UK, Germany, Japan, and Canada. The transaction, valued at up to $1.15 billion USD, includes an initial cash payment of roughly $240 million and deferred …
Charter Hall Group shares fell after an initial strong market reaction to its first-half 2026 results as the company guided to higher operating costs for fiscal 2026. Management said the uplift in expenses reflects bonus accruals tied to operational performance rather than an erosion of fixed-cost leverage. Much of the capital deployment and inflow…
UBS downgraded Freenet from Neutral to Sell and left its price target at €28.50. The broker cited stretched valuation after recent share gains, weakening trends in the mobile and Waipu TV businesses, and a longer-term risk from AI-driven changes to customer acquisition and retention. Freenet stock fell roughly 10% in Germany on the news.
Morgan Stanley raised Capgemini SA’s rating to equal-weight from underweight, pointing to a pronounced share price decline that has improved the stock’s risk-reward profile. The bank trimmed its price target to €117 from €142 due to a higher WACC and concerns about medium-term growth visibility amid potential AI-driven disruption. Capgemini posted …
Hims & Hers Health announced it will acquire Australian digital health company Eucalyptus in a transaction valued at up to $1.15 billion. The purchase is designed to extend Hims & Hers' personalized care offerings into Australia and Japan and to strengthen access in the United Kingdom, Germany and Canada through regional partnerships. The deal incl…
Figma's stock jumped roughly 14% in premarket trading after the design-software firm provided a stronger-than-expected revenue forecast for 2026 and detailed plans to monetize embedded AI capabilities. Management said it will introduce AI credits and enforce limits for high-usage customers, while cautioning that AI investments, expanded operations …
Deere & Co raised its full-year 2026 net income forecast after earlier cost reductions helped blunt the effect of weak equipment demand. The lift in guidance and signs of recovering demand in particular segments supported a premarket share increase. Management continues to work with dealers on inventory and had earlier cut factory production to mat…
Teck Resources reported adjusted fourth-quarter earnings above analyst expectations, driven by higher realized copper prices and increased production. The Canadian miner reiterated its 2026 copper output guidance while moving forward with a proposed all-stock merger with Anglo American that shareholders previously approved. Final regulatory clearan…
Barclays downgraded BASF to "underweight" and set a €40 price target, which implies about 21% downside from the Feb. 17 closing price of €50.62. The bank reduced its 2026 adjusted EBITDA forecast and highlighted a range of operational and structural risks including weak fourth-quarter results, potential European emissions cost increases, and challe…
New drilling equipment arriving in Venezuela has raised hopes of a near-term uptick in crude production, but operators and service providers say even the simplest projects are complicated by damaged infrastructure, lost data, shortages of diluents and security and legal uncertainties. Early fixes using existing rigs, refurbishing wells and repairin…
A federal legal clash over California's longstanding authority to set its own vehicle-emissions rules has placed U.S. automakers in a precarious position. If congressional Republicans and the Trump administration prevail in revoking California's waiver, automakers could avoid stricter state mandates that favor electric vehicles (EVs). If California…
Hims & Hers’ announcement of a $49 compounded oral semaglutide pill intended to expand its weight-loss franchise provoked a swift response from regulators and Novo Nordisk, which called the product an illegal imitation and filed a patent suit. The retreat highlights manufacturing and regulatory hurdles for compounded GLP-1 products and raises quest…
Frontier Group Holdings is doubling down on budget-conscious flyers under new CEO James Dempsey, pursuing a return to a high-utilization, low-fare model even as many U.S. carriers emphasize premium passengers. Management disputes media rumors about a bankruptcy filing, attributes earlier booking gaps to a schedule overhaul, and says recent demand a…
Las Vegas recorded its largest annual decline in visitors outside the pandemic in 2025, with leisure travel and midweek demand weakening. The drop has translated into lower airport traffic, softer hotel pricing and contracting hours for service workers, even as conventions remain steadier. Industry data and executives point to high prices, politica…
Morgan Stanley's geospatial AlphaWise analysis links 1,272 announced AI-focused data center projects to roughly 80 GW of new power demand, projecting a probability-weighted increase of about +4.8 billion cubic feet per day (Bcf/d) in U.S. natural gas demand by 2030. The bank highlights concentrated growth in Appalachia and the PJM market and single…
UBS shifted Schroders Plc to a "neutral" stance from "buy," establishing a new 12-month price target of 590 pence after Nuveen submitted a recommended all-cash acquisition proposal valuing Schroders at £9.9 billion. The proposed package totals 612 pence per share - 590p in cash plus a 22p permitted dividend - and is backed by commitments representi…
Goldman Sachs strategists report that recent equity gains have broadened beyond a handful of technology giants, boosting mutual fund performance. Improved market breadth and wider dispersion across the S&P 500 have coincided with a high share of large-cap active mutual funds outperforming benchmarks year-to-date, driven in part by weakness among me…
Bayer responded to a U.S. presidential order invoking the Defense Production Act to safeguard domestic glyphosate supply by saying the move reflects U.S. farmers' need for the herbicide and will not create shortages outside the United States. The company has warned previously that continuing litigation could force a halt to U.S. production unless r…
