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.
9,365 total articles
National Vision has seen a significant stock rally and improved financial performance driven by a deliberate pivot toward managed-care customers, higher-value product assortment including smart eyewear, and a technology-led modernization of its in-store experience. CEO Alex Wilkes says the company is reallocating marketing and reshaping assortment …
Zoox, the autonomous vehicle unit owned by Amazon, announced an expansion of its robotaxi operations in San Francisco and Las Vegas and will begin public-road testing of its purpose-built vehicles in Austin and Miami. The company will focus its San Francisco growth on high-demand neighborhoods and widen coverage along the Las Vegas Strip, while Aus…
Goldman Sachs has upgraded its outlook for European utility equities, citing an emerging earnings 'super-cycle' fueled by AI adoption, electrification and heightened energy security priorities. The bank now forecasts power demand growth of 1.5-2% per year through 2028 and has raised target valuations to roughly 16x price-to-earnings. In its sector …
Insider filings made public on Monday show sizable purchases at AdaptHealth Corp and Marketwise, Inc., plus a very large institutional acquisition in Rare Element Resources Ltd. Several major sales were also reported, including transactions at GitLab Inc., Powell Industries and UWM Holdings Corp. The activity highlights concentrated confidence by s…
Inwit stock climbed over 7% in Milan after reports that major shareholder Ardian is in talks with Brookfield Asset Management about a potential joint bid to acquire full control of the Italian telecom towers operator. The move revives takeover speculation amid recent pressure on Inwit from a proposed TIM-Fastweb tower project that could alter deman…
Morgan Stanley downgraded Teleperformance and slashed its price objective to €53 from €112, citing a recent management overhaul, weakening business momentum and constrained visibility over the medium term. The bank lowered its rating to equal-weight from overweight, trimmed 2026 growth and earnings forecasts, and raised its equity risk premium and …
Ocugen reported 12-month results from its Phase 2 ArMaDa trial of OCU410 for geographic atrophy secondary to dry age-related macular degeneration. The optimal dose produced a statistically significant 31% reduction in lesion growth versus control and a 27% slower ellipsoid zone loss compared with control. The company recorded no serious adverse eve…
FedEx announced a same-day delivery offering developed with last-mile software provider OneRail. Branded FedEx SameDay Local, the service allows customers to select tighter delivery windows, routes orders to the nearest vehicle and driver, and taps a national network of more than 1,000 delivery providers. The launch comes amid sector-wide investmen…
Saudi Arabia's equity market ended Tuesday with a marginal gain, driven by advances in financial services, industrial investment and retail-related stocks. While several mid-cap and smaller names posted double-digit percentage moves on the upside, a handful of mining and drilling companies recorded notable declines. Oil prices climbed sharply, whil…
Futures tied to Canada’s principal stock index slipped on Tuesday as investors digested renewed missile and drone strikes across the Middle East. Oil pushed back above $100 a barrel, while U.S. futures also moved lower. Market participants are balancing tentative optimism about a de-escalation with persistent geopolitical risks that are keeping ene…
Deutsche Bank has reworked its European chemicals and ingredients coverage, moving three companies to buy, downgrading two others and adjusting price targets across the group. The changes reflect the bank's view that the ongoing Middle East conflict will produce both headwinds and tailwinds for European chemical firms and that a rapid return to pre…
Shares of Ares Management (NYSE:ARES) dropped 4% after the firm restricted redemptions from its $10.7 billion Ares Strategic Income Fund by implementing a 5% quarterly cap. The cap, part of the fund’s structure, was applied after investors requested $1.2 billion in redemptions during the first quarter, equal to 11.6% of the fund. Ares fulfilled $52…
Bank of Montreal announced a collaboration with CME Group and Google Cloud to offer tokenized cash capabilities that convert U.S. dollars into a digital settlement instrument for use in margined products on the CME exchange. The initiative is designed to provide near-instant settlement, cut settlement delays, free up capital more quickly, and help …
U.S. stock futures fell Tuesday morning as investors weighed continuing strikes in the Middle East and differing U.S. and Iranian descriptions of potential talks to end the nearly month-long conflict. At 07:44 ET (11:44 GMT) futures for the Dow, S&P 500 and Nasdaq 100 each moved lower. Several individual stocks showed notable premarket activity dri…
Klarna said it has increased its financing arrangement with Elliott Investment Management to $2 billion and extended the agreement to a three-year term, enabling the company to support up to $17 billion in U.S. loan originations while keeping underwriting and servicing responsibilities in-house. The announcement followed strong growth in Klarna's U…
Bank of America has reinstated coverage of Oracle at Buy with a $200 price target, driven by accelerating demand for AI infrastructure and cloud services and a $553 billion backlog of long-term performance obligations. The bank highlights timing of revenue conversion, customer concentration and heavy capital spending as the central uncertainties wh…
Morgan Stanley maintained an "overweight" rating on ASML Holding NV and held its €1,400 price target, while cautioning that near-term upside may be constrained in 2026 as demand for extreme ultraviolet lithography systems is concentrated toward the second half of the year. The brokerage updated shipment and region assumptions, raising its 2027 ship…
United Airlines announced a major fleet and cabin refresh focused on expanding premium seating, saying it expects to take delivery of more than 250 aircraft by April 2028, including 68 Airbus A321neo Coastliner and A321XLR jets equipped with lie-flat Polaris business-class seats and larger Premium Plus cabins. The move coincides with management's w…
Wolfe Research warns that a diplomatic thaw between the U.S. and Iran could prompt investors to increase exposure to higher-risk, growth-oriented sectors. Analyst Chris Senyek says recent comments from the White House and a pullback from targeting Iranian energy infrastructure helped push equities higher and oil lower, and that a sustained resoluti…
Karyopharm Therapeutics shares climbed 10% after the company reported mixed results from its Phase 3 SENTRY trial testing selinexor plus ruxolitinib in frontline myelofibrosis. The study met a co-primary endpoint for spleen volume reduction but failed to achieve the co-primary endpoint for symptom improvement. The company reported an encouraging ov…
Morgan Stanley analysts expect a divided economic rebound in 2026 with companies tied to fixed-asset investment driving momentum while production-linked and consumer-exposed firms lag. The firm points to elevated energy prices, higher rates and widening US-global gas price gaps - amplified by the Iran conflict - as factors increasing the probabilit…
Growing anxiety in the private-credit market is prompting major U.S. banks to tighten financing and several large private-credit funds to limit redemptions. Concerns about valuations, transparency and exposures to troubled borrowers - including recent bankruptcies - have weighed on sentiment. Data from Moody's show substantial bank links to private…
Netgear shares rose 12% on Tuesday after the U.S. Federal Communications Commission announced a ban on imports of new models of foreign-produced consumer wireless routers, a move rooted in an inter-agency finding that such devices pose national security risks. The FCC said companies can seek exemptions. Analysts at Stifel and Raymond James called t…
Goldman Sachs launched coverage of six European pulp and paper companies, issuing buy recommendations for SIG Group and Smurfit Westrock, a sell on Stora Enso and neutral stances on Mondi, UPM and SCA. The bank's earnings forecasts run 4-6% below market consensus through 2027 and its analysis emphasizes pulp-price weakness and rising Chinese export…
Aspex, a major shareholder in Delivery Hero, has written to the company’s supervisory board calling for the removal of CEO Niklas Oestberg and senior executives. The investor argues that the current strategy is flawed, operational performance is lagging peers and the business is suffering from compliance and control shortcomings. Delivery Hero has …
