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.
3,873 total articles
This report highlights key insider trading activities from January 22, 2026, including a major stock acquisition by GameStop's CEO Ryan Cohen and notable selling from executives at Apogee Therapeutics, Cogent Biosciences, Snowflake Inc., and Natera Inc. These actions provide insights into executive confidence and portfolio adjustments within sector…
UBS has elevated its palladium price forecast by $300 an ounce to $1,800, attributing the increase to robust investment demand and shifting market dynamics. The bank highlights that investment flows, rather than traditional industrial consumption, have propelled recent price strength amid expectations of lower U.S. interest rates, a weaker dollar, …
Aptera Motors Corp, an electric vehicle manufacturer, announced a public offering aimed at raising around $9 million by selling 4.5 million Class B shares at $2.00 each. Accompanying warrants allow for additional share purchases, potentially doubling the raise to $18 million. The announcement led to a notable 40.3% decrease in the company's stock p…
European media stocks, following a challenging 2025 marked primarily by multiple contractions rather than earnings cuts, now trade at some of the most significant relative valuation discounts seen in a decade. This valuation correction has prompted Kepler Cheuvreux analyst Conor O'Shea to reevaluate ratings and target prices across the sector, emph…
Diginex Inc witnessed a significant rise in its stock price following the announcement of a framework agreement with Brazil’s Mato Grosso, aiming to bolster digital sustainability efforts. The collaboration focuses on creating a digital platform to standardize sustainability data and advance decarbonization reporting, initially targeting the beef i…
Erayak Power Solution Group Inc saw a marked increase in demand for its portable inverter generators during severe winter storms on the U.S. East Coast. The company reported a twentyfold rise in daily sales starting in late January 2026, leading to inventory constraints and accelerated supply chain efforts. Plans for new emergency power products an…
Morgan Stanley forecasts selective growth in Latin American retail and eCommerce sectors in 2026, driven partly by upcoming interest rate reductions in Brazil. However, overall consumption remains subdued, constraining broad recovery. The firm emphasizes stock-specific opportunities over general consumption trends, maintaining overweight ratings on…
Futures for Canada's primary stock index remained largely unchanged as the S&P/TSX composite closed near its all-time highs, buoyed by a rally in gold prices driven by geopolitical tensions and trade developments. While U.S. futures retreated after a disappointing earnings report from Intel and renewed global uncertainties, Canada's materials secto…
Morgan Stanley anticipates that Tesla's potential Full Self-Driving (FSD) approval in China as soon as February could act as a catalyst for companies involved in autonomous driving technology. The institution highlights four key stocks expected to gain from accelerated adoption and regulatory support, while cautioning on data and regulatory challen…
Goldman Sachs has improved its recommendations on two key European real estate companies, anticipating better performance ahead of their 2025 financial year results. The upgrades reflect an optimized valuation perspective and evolving macroeconomic conditions, with prospects pointing toward stable earnings and net asset growth for the sector.
Fortinet's stock experienced a notable increase after TD Cowen upgraded its rating from Hold to Buy, maintaining a $100 price target. Analyst Shaul Eyal emphasized stable fiscal year 2026 outlook based on recent checks, and highlighted artificial intelligence as a complement rather than a competitor to security software. Despite some concerns regar…
UBS retains a neutral outlook on UK equities, citing that the FTSE 100's impressive 22% return last year was largely concentrated among a small number of firms. The brokerage indicates that future stock market progress will rely principally on earnings growth rather than further multiple expansion amid persistent high bond yields. UBS forecasts mod…
Bausch Health's stock experienced an 8% decline after the pharmaceutical firm disclosed that its Phase 3 trials investigating amorphous-rifaximin SSD for preventing initial hepatic encephalopathy episodes in adults with liver cirrhosis did not achieve the primary efficacy goals. Despite the trials demonstrating the drug's safety and tolerability, t…
SLB reported better-than-expected adjusted earnings for Q4, driven by its recent acquisition of ChampionX. The company plans to deliver over $4 billion to shareholders through dividends and buybacks in 2026, signaling confidence despite regional market softness. Investor interest has heightened following developments in Venezuela's oil sector, posi…
U.S. stock futures declined with heightened geopolitical tensions and notable company earnings reports affecting investor sentiment. Intel's substantial quarterly loss and cautious outlook contrasted with Nvidia's modest gains following potential Chinese regulatory approvals for AI chips. Meanwhile, airline stocks dropped due to widespread winter w…
The energy ministries of Kazakhstan and the United States recently convened to explore avenues for cooperation focusing on Kazakhstan's oil and gas sector. Kazakhstan, a significant player in global energy markets, has faced recent production setbacks due to operational incidents and security disruptions affecting key infrastructure. U.S. energy co…
Barclays' analysis frames the swift resolution of the Greenland tariff dispute as evidence of the U.S. administration’s low tolerance for disruption in financial markets. Despite initial market jitters triggered by proposed tariffs impacting NATO allies, equity markets stabilized quickly, reflecting investor resilience amid elevated positioning and…
Shares of New Era Energy & Digital experienced significant fluctuation over two trading sessions after the company filed a mixed securities shelf registration with the SEC enabling potential capital raising of up to $350 million. Initial investor optimism gave way to concerns over dilution risks linked to future securities issuance under this shelf…
Jefferies has updated its perspective on German automotive suppliers, highlighting a challenging environment in 2026 marked by subdued production, heightened competition, and constrained prospects for sales and margin improvements. Despite the overall difficult market forecast, Schaeffler emerges as Jefferies’ preferred investment due to its strate…
European Union leaders are galvanizing efforts to confront what they view as the escalating assertiveness of the United States under President Donald Trump, following a diplomatic standoff over Greenland. The incident has underscored the urgency of stabilizing the transatlantic partnership and reducing Europe’s economic and security vulnerabilities…
UBS is preparing to introduce cryptocurrency trading capabilities to a select group of private banking clients in Switzerland, with plans for potential expansion into other global markets such as Asia-Pacific and the United States. This initiative reflects growing client interest in digital assets and positions UBS alongside other major financial i…
Shares of Nvidia experienced a notable increase following reports that Chinese regulatory bodies have given preliminary approval to major domestic technology firms to proceed with arrangements to acquire Nvidia's H200 AI chips. This marks a significant step toward resumption of AI chip imports into China, which had previously faced uncertainty. Whi…
Bank of America Global Research has pinpointed a focused list of European building materials companies poised for notable performance in 2026, highlighting key drivers such as earnings momentum, pricing power, and strong balance sheets. Amid a sector with limited valuation upside, select stocks demonstrate resilience connected to a housing market r…
Kepler Cheuvreux upgraded its outlook on ProSiebenSat.1 to 'hold' from 'reduce' as the broadcaster’s stock price stabilized near its fundamental worth amid persistent market challenges and structural headwinds in the German TV advertising market. The upgrade follows a period of underperformance linked to the change in ownership and management under…
Kepler Cheuvreux analyst Richard Withagen has downgraded Coca-Cola HBC's stock from Hold to Reduce, citing potential near-term value destruction due to its pending $3.4 billion acquisition of Coca-Cola Beverages Africa (CCBA). The acquisition introduces execution risk and may dilute profitability, with the enlarged group’s returns likely to be weig…
