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.
3,885 total articles
Needham & Company upgraded AppLovin to a Buy rating and raised its price target to $700, driven by revised forecasts that project stronger e-commerce revenue in 2026. The firm now expects $1.45 billion in e-commerce revenue for 2026, up from a prior $1.05 billion estimate, and highlights signs of sequential strength into the first quarter and new b…
Roblox Corporation shares declined 2.5% on Monday following reports of a drop in peak concurrent users (CCUs) over the weekend. Analysts from JPMorgan and Wolfe Research flagged lower weekend peaks and a moderation in year-over-year engagement growth, with declines concentrated in several major experiences even as one title expanded its user base.
Century Aluminum will take a 40% stake in Emirates Global Aluminium’s joint venture to construct the first new primary aluminium smelter in the United States in nearly five decades. The partners have increased the planned annual capacity to 750,000 metric tons, with construction slated to begin by year-end and production targeted by the end of the …
OpenAI is charging advertisers premium fees for placing ads inside ChatGPT, with rates reported to be on par with high-value video inventory such as NFL programming and higher than fees charged by competitors like Meta. Early advertisers are being given only high-level metrics - primarily impressions and aggregate click counts - rather than detaile…
Gold Resource Corporation agreed to be purchased by Goldgroup Mining in an all-stock transaction that sends Gold Resource shareholders roughly 1.4476 Goldgroup shares per Gold Resource share (adjusted to 0.3619 after a planned four-for-one consolidation). Gold Resource shares climbed 17.4% in premarket trading; the deal values Gold Resource at $2.2…
Mizuho now projects global handset shipments in calendar 2026 will decline about 4% year on year, with downside risk exceeding 5%, driven by rising memory costs and supply shortages that are expected to hit production especially in the second half of the year. The bank trimmed price targets on Qualcomm and Skyworks Solutions and highlighted sharper…
Nvidia introduced the Earth-2 family of open models and tooling for AI-driven weather prediction at the American Meteorological Society's Annual Meeting on Monday. The suite is presented as the first fully open, accelerated weather AI software stack and is designed to shorten the time and expense of running forecasts, from ingesting observations to…
Envirotech Vehicles Inc (NASDAQ:EVTV) saw its stock rise 42.8% in premarket trading after the company and partner AZIO AI Corporation announced delivery, installation, and power/network connection of a 40-foot immersion-cooled AI data center container. The project has moved into final engineering coordination ahead of CPU integration and system com…
Insiders completed a series of notable transactions reported for Friday, January 24, 2026, including substantial purchases by QT Imaging’s chairman and a large stake increase by Mitsui Sumitomo in Berkley. Several executives at public companies also moved stock through planned sales and option exercises, with activity spanning medical device, insur…
Relay Therapeutics Inc (NASDAQ: RLAY) saw premarket gains after Oppenheimer upgraded the stock from Perform to Outperform and set a $14.00 price target. Analyst Matt Biegler pointed to a possible competitive tailwind for Relay's mutant-selective PI3K inhibitor zovegalisib if gedatolisib's upcoming VIKTORIA-1 readout disappoints in PI3K-mutant patie…
Shares of German space technology company OHB SE rose 27% to their highest-ever level after the firm confirmed it is engaged in discussions with Rheinmetall Group. The talks center on potential cooperation tied to participation in public procurement processes. OHB provided no further specifics on the scope or timing of the possible partnership, lea…
Merck & Company halted negotiations to buy Revolution Medicines after both sides could not agree on price. The breakdown in talks, reportedly tied to valuation differences, sent Revolution Medicines shares sharply lower in premarket trading. The biotech continues clinical work on RAS-targeting drugs, with key data due in the first half of the year,…
Research from Lynx Equity Strategy cautions that Apple may encounter further pressure on profitability after supply tensions over NAND flash memory caused by deteriorating talks with supplier Kioxia. The firm says those frictions could prompt higher costs from alternative vendors, notably Samsung, and raise technical compatibility risks that may af…
Redburn Atlantic upgraded Meta Platforms to Buy and lifted its target to $900 from $740, arguing that market anxiety about rising artificial intelligence spending has obscured the company's longer-term earnings potential. The firm raised its FY26 cost and capex estimates, cautioned on near-term EPS headwinds, but highlighted durable advertising str…
Jefferies downgraded Autotrader Group Plc to "hold" citing uncertainty around an April 1 price increase confirmed by CEO Nathan Coe and the potential for dealer churn following earlier dissatisfaction with the Deal Builder product. The brokerage highlighted fragile consensus expectations for FY27 revenue per retailer and noted stock-related headwin…
CoreWeave shares climbed 10% Monday after NVIDIA purchased $2 billion of Class A common stock at $87.20 per share to expand a collaboration aimed at constructing more than 5 gigawatts of AI factory capacity by 2030. The expanded deal assigns CoreWeave responsibility for development and operations while NVIDIA will use its capital to expedite procur…
Firoz Tarapore, CEO of Dubai Aerospace Enterprise (DAE) Capital, told delegates at the Airline Economics conference that engine manufacturers and smaller suppliers are the principal constraints on aircraft production. He contrasted those bottlenecks with what he described as "enormous progress" at Boeing and warned of forthcoming consolidation amon…
Hungarian energy company MOL has reached a binding agreement to acquire a 56.16% stake in Serbia’s oil firm NIS from Gazprom Neft and Gazprom for a sum reported by Serbia’s president to be between €900 million and €1 billion. The transaction requires approval from the U.S. Office of Foreign Assets Control, and Russian sellers face a March 24 divest…
Zijin Gold has agreed to purchase Canada’s Allied Gold for about C$5.5 billion (approximately $4.02 billion), the companies said, as high gold prices bolster miner cash flows and encourage consolidation. Zijin will pay C$44 per share, representing roughly a 5.4% premium to Allied’s last closing price, and Allied’s U.S.-listed shares rose nearly 4% …
Futures tied to Canada's resource-heavy main index rose as metals prices pushed higher, helping the S&P/TSX composite finish the week at a record closing level. Investors appeared to put recent tariff threats from the U.S. to the side as gold and silver reached new peaks, while U.S. equity futures hovered near the flatline ahead of a key Federal Re…
Saudi Arabia's equity market closed slightly higher, with the Tadawul All Share rising 0.02% to reach a one-month high. Gains were concentrated in the Energy & Utilities, Cement and Building & Construction sectors, while a larger number of individual issues fell than rose. Several names hit multi-month and all-time highs during the session. Commodi…
Bob’s Discount Furniture, a Bain Capital-backed home furnishings chain based in Manchester, Connecticut, has filed to go public in the U.S., seeking a valuation up to $2.48 billion. The company plans to offer 19.45 million shares at $17 to $19 apiece to raise as much as $369.6 million, and expects material revenue growth for fiscal 2025 driven by c…
Bob’s Discount Furniture has submitted a registration statement to the U.S. Securities and Exchange Commission for an initial public offering of 19.45 million common shares, targeting a price range of $17.00 to $19.00 per share. Underwriters have a 30-day option to buy an additional 2.92 million shares from an existing stockholder, with proceeds fr…
MannKind Corporation's stock climbed after the U.S. Food and Drug Administration approved updated prescribing information for Afrezza, clarifying starting dose recommendations for patients switching from subcutaneous mealtime insulin - including multiple daily injections and insulin pump therapy - to inhaled insulin.
U.S. equities closed mixed on Friday as the Nasdaq extended gains while the Dow slipped, with markets stabilizing after a thaw in geopolitical risks. Attention now shifts to fourth-quarter earnings from major technology companies and the Federal Reserve's policy decision, as investors assess whether heavy AI-related investment is beginning to produ…
