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.
9,677 total articles
Barclays highlights a broad roster of companies positioned to supply carbon capture and sequestration (CCS) technology and services as AI infrastructure investment from Western hyperscalers rises. With data center construction timelines measured in years and large gas power plants taking much longer to come online, demand for carbon management acro…
Faraday Future Intelligent Electric Inc. (NASDAQ:FFIE) saw its stock climb 26% after the U.S. Securities and Exchange Commission informed the company and two executives that it has concluded an investigation and will not recommend enforcement action. The inquiry concerned transactions tied to Faraday Future's 2021 PIPE and SPAC activity. The compan…
A new note from Melius Research argues that recent internal changes to Microsoft’s Copilot organization and frictions with OpenAI reveal deeper operational and strategic challenges, raising questions about Azure upside, R&D cost pressures and demand for Copilot as a paid offering. The firm cut its MSFT price target to $400 and flagged potential hea…
The Moroccan All Shares index ended the session unchanged, with major listed names posting no price movement at the close. Market breadth readings were reported as 0 to 0 for decliners versus advancers. Commodity markets saw significant declines in oil and a drop in gold futures. Currency pairs versus the Moroccan dirham moved modestly, and the U.S…
Global aviation continues to face severe disruption after the conflict in Iran prompted the closure of key Middle Eastern air hubs, including Dubai, Doha and Abu Dhabi. Tens of thousands of passengers have been stranded as airlines from Europe, Asia and North America suspend or alter services to destinations across the region. The following is a ca…
Insmed's stock jumped around 7% after late-stage ENCORE trial results for Arikayce showed improvement in respiratory symptoms and higher culture conversion rates. Analysts say the data support expanding the drug's label beyond refractory cases, increasing the addressable population in the U.S. and Japan from roughly 30,000 to about 200,000 patients…
The yield on the 10-year U.S. Treasury eased on Monday after President Donald Trump said recent discussions with Iran had been "productive" and ordered a five-day postponement of strikes on Iranian energy infrastructure. Stocks rose and Brent crude fell back under $100 a barrel, while Tehran denied talks constituted a ceasefire.
Mizuho’s technology research team says Elon Musk’s proposed Terafab - a multistage effort to produce bespoke chips for Tesla, xAI and SpaceX - could reshape investor sentiment across wafer-fab-equipment suppliers. The bank highlights the project’s potentially vast energy and GPU requirements, an initial equipment spend penciled in for 2026, and a s…
Bank of America has recommended selling the British pound against the US dollar at 1.3420, assigning a price target of 1.30 and a stop loss at 1.3850. The bank says the ongoing Middle East conflict is no longer being treated as short term, and it sees a negative shift in the UK rates-GBP correlation amid mounting fiscal and political pressure ahead…
Trading on Monday produced notable swings across market-cap tiers. Large-cap names including GE Vernova and Tesla pushed higher, while a handful of small-cap and biotech names posted declines. The session featured broad upside among mega-caps and mixed performance in small- and mid-cap names, with several individual companies drawing attention due …
Tarsus Pharmaceuticals saw its stock rise after Grand Pharmaceutical Group won regulatory approval in China for TP-03, known as Xdemvy in the U.S., to treat Demodex blepharitis. The approval activates a $15 million milestone payment to Tarsus and highlights an addressable patient population of more than 40 million in Greater China. Tarsus remains e…
A global smartphone poll from Morgan Stanley's AlphaWise unit indicates record next-12-month iPhone upgrade intent in the U.S. and China, even as the bank warns the broader handset market may face a difficult 2026. Analyst Erik Woodring said the results "at first blush" look positive for Apple but conceal pressure on the overall market. Morgan Stan…
Major Middle Eastern airlines have seen operations severely curtailed after the Iran conflict produced drone and missile activity across the Gulf. State-backed carriers grounded flights following initial strikes on Iran on February 28 and have only partially restored capacity since, while the disruption has pushed up costs, reduced passenger demand…
Stifel upgraded Valvoline to Buy from Hold, arguing that a recent pullback in the stock and the company’s pricing levers leave rising base oil and gasoline costs largely reflected in the share price. The firm set a $42 price target and highlighted finished lubricants as a modest portion of revenue, a long streak of same-store sales gains, and poten…
Starfighters Space Inc began trading on the NYSE American in December 2025. Its shares have fallen about 38% year-to-date from an initial post-IPO peak. Newly appointed CEO Tim Franta, who previously led development of the STARLAUNCH air-launch system, described the company’s operational focus on two mission classes - supersonic atmospheric test fl…
Bank of America raised price targets and upgraded near-term revenue forecasts for Dell and Sandisk after supply-chain checks in Asia showed strong demand for AI servers and a tightening NAND market. The bank increased its Dell AI-server revenue outlook and bumped its price target, while citing robust NAND pricing and customer interest in long-term …
Strategy Inc. purchased approximately $76.5 million of Bitcoin by selling Class A common shares at the market, acquiring 1,031 BTC between March 16 and March 22. The move follows a larger capital raise the prior week using "Stretch" perpetual preferred shares, and highlights the company’s alternating funding approach between equity dilution and fix…
Jefferies downgraded PG&E Corporation from Buy to Hold, pointing to diminished chances of sweeping wildfire liability reform and a share price that already reflects optimistic policy expectations. Conversations with stakeholders indicate limited political appetite for shifting liability away from utilities and a lack of alignment between utilities …
Analyst Trip Chowdhry, once a prominent Tesla optimist, has recommended clients sell the stock and assigned a $150 target for 2026, arguing the company’s AI narrative has broken down. His stance adds to rising skepticism among Wall Street firms that have cut delivery forecasts, trimmed ratings, and flagged high valuation driven in part by expectati…
EasyJet chief executive Kenton Jarvis warned that consumers across Europe should expect higher air fares toward the end of the summer as the Iran war pushes up fuel costs and the carrier's current hedges roll off. The airline disclosed its hedging positions in January, covering a substantial portion of near-term fuel needs at set prices, with lower…
U.S. stock futures retreated from larger early gains on Monday after President Donald Trump said he would temporarily hold off on strikes against Iranian energy facilities following what he called productive talks. At 08:20 ET (12:210 GMT), futures for major indexes remained higher but below initial jumps. Energy stocks led declines while airlines,…
DoorDash is starting an emergency relief program for U.S. delivery drivers to help offset rising gasoline costs. Eligible drivers who log at least 125 miles on DoorDash orders each week will receive a tiered weekly payment of $5 to $15 through April 26, 2026, a program DoorDash says could reduce drivers' fuel expense by up to $1.90 per gallon each …
Morgan Stanley has reiterated an Overweight rating on Coca-Cola, highlighting its clear revenue visibility for 2026, higher long-term organic sales growth versus mega-cap peers, favorable cost-and-pricing dynamics and partial foreign-exchange hedging. The bank says Coca-Cola’s North America business and expanding Fairlife capacity support mid-singl…
U.S. equities tumbled in a volatile session as escalating exchanges between Iran and Israel and new Iranian strikes on energy infrastructure pushed oil prices higher and raised inflation concerns. The Dow, S&P 500 and Nasdaq all fell, with small caps entering correction territory. Markets later showed signs of recovery after U.S. President Donald T…
Alibaba's international commerce arm has launched Accio Work, a turnkey agentic AI platform targeted at small and medium-sized enterprises that the company says can autonomously handle complex business tasks without coding. The release follows a wave of consumer-focused agentic AI activity in China and arrives amid internal reorganisations that sep…
