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.
29,733 total articles
TPG Inc. is in exclusive negotiations to acquire Netrality Data Centers from Macquarie Group Ltd., with the prospective valuation ranging from $2 billion to $3 billion. People familiar with the discussions say the parties could reach a deal as early as this fall, but talks are ongoing and a final agreement is not assured. Netrality operates 18 Nort…
Canal+ has entered a five-year agreement to invest €980 million in French and European cinema starting in 2028. The commitment - the company’s biggest to date for the film sector - covers content for Canal+ and Cine+ OCS channels and includes a window that will make films available to subscribers six months after their theatrical release. The annou…
A former JPMorgan Chase leveraged finance banker has broadened his lawsuit, adding new allegations and defendants, and says the bank’s culture of racism and sexual coercion destroyed his career. The 82-page federal complaint, filed in Manhattan, adds senior bankers and an associate as defendants and pursues multiple claims including racial and sexu…
Orange and infrastructure investor Morrison have agreed to an exclusivity arrangement to set up a 50/50 joint venture that will develop and expand Orange’s French data centre assets to a target capacity of 400 megawatts, supported by an investment program of €3 billion. The platform will combine Orange’s existing facilities and operational know-how…
A set of U.S. midcap companies currently displays fair-value upside of up to 57.9%, with one-year returns spanning from -55% to +73%. These names are distinguished not just by valuation gaps but by a combination of analyst optimism, steady financial metrics, and momentum specific to their industries.
JetBlue Airways announced a comprehensive revision of its fare structure that will give travelers more control over seat choice, changes and refunds. The move, set to roll out in the coming days, comes as U.S. carriers increasingly use segmented pricing to bolster revenue in the face of elevated jet fuel costs that remain a major risk.
Ford Motor Company announced on Monday that it will compete to build the U.S. Army's new tactical truck, a pickup intended to serve as a mobile power source on the battlefield. The move positions Ford against General Motors, which has been developing its ISV-Heavy based on the Silverado and has already begun field testing. Reports indicate Ford sec…
Morgan Stanley reports that 60% of European telecommunications companies have published results for the reporting period. While a majority beat revenue expectations, half of the companies missed EBITDA targets. The sector is up 10% year-to-date but has lagged the broader European market and shown signs of stress since June amid satellite-related co…
Baker Hughes said it expects global annual spending by oil and gas producers to fall modestly this year, citing cautious customer behaviour amid renewed Middle East tensions. Strength in Latin America, offshore Africa and North America land is offset by weaker investment in Europe and the Middle East. The company reported stronger-than-expected qua…
VanEck Rare Earth and Strategic Metals ETF (REMX) stands out in the critical minerals ETF universe with $1.99 billion in assets and the lowest expense ratio at 0.60%, offering superior liquidity versus peers. Global X Rare Earth & Critical Materials (EART) has delivered the strongest one-year return among US-listed options, though the whole group h…
Capricor Therapeutics sank 67.7% in a single trading session, eliminating more than $190 million in market value after U.S. Food and Drug Administration briefing documents released on July 27, 2026 undermined investor expectations for deramiocel’s approval in Duchenne muscular dystrophy. The sell-off followed a series of visible red flags: no recen…
Cleveland-Cliffs (CLF) earned two analyst upgrades last week after quarterly results and forward guidance that forced Wall Street to rework models. Q2 adjusted EBITDA surged to $286 million from $95 million in Q1, management set Q3 adjusted EBITDA guidance around $575 million, and free cash flow returned to positive for the first time in two years.…
Palantir Technologies Inc. will report quarterly results on August 3. Options pricing points to an expected move of roughly 9.6% around the release. The company has posted strong top-line growth, including an 85% year-over-year increase in Q1 2026 revenue and a 121% jump in U.S. commercial sales, while guiding full-year revenue to $7.18 billion - $…
Caterpillar Inc. shares declined about 4% following an analyst downgrade from Erste Group, which shifted its recommendation from Buy to Hold. The analyst highlighted year-over-year falls in gross and operating margins and said the stock trades at a substantial premium to peers, limiting further upside despite solid order intake in the Energy System…
Six Wall Street firms simultaneously began coverage of Bending Spoons (NASDAQ: BSP), presenting price targets that range from $35 to $45. Optimistic forecasts hinge on the company executing a multi-billion dollar M&A plan, while more cautious houses warn the current share price already assumes substantial acquisition deployment. The average Street …
Cracker Barrel announced on July 27 that Julie Masino will relinquish the CEO role on August 10 and remain with the company as an adviser through October 9. The restaurant chain has appointed industry executive David Deno as Masino’s successor. The move comes amid fallout from a widely criticized 2025 effort to modernize the chain’s logo and store …
Morgan Stanley has raised its estimate for the July ISM Manufacturing PMI to 53.8 from 53.3 in June, a revision the firm links to firmer manufacturing activity in Texas, including gains in output, new orders and employment. The Dallas Fed's ISM-equivalent index rose to 53.3 from 52.9, while both input and output price gauges slowed in July and the …
Macquarie analysts reported that Chinese state-owned refiners could begin drawing on commercial oil inventories from the third quarter of 2026, subject to government approval. The firm also flagged potential moves to increase access to very large crude carriers (VLCCs) to strengthen import security, and argued that demand for energy storage systems…
Bank of America increased its quarterly payout by 14.3% to $0.32 and reported Q2 EPS of $1.21 versus $1.12 expected, driving the stock to about $62.15 and near 52-week highs. InvestingPro’s Fair Value of $76.21 suggests roughly 22.6% upside, while the bank’s operational metrics and guidance point to improving efficiency and sustained earnings power…
Goldman Sachs warns that market volatility has increased amid large oil price moves and renewed focus on macro risks. The firm highlights a hawkish tilt in option-implied rate probabilities, near-year-high US two-year yields and rising default forecasts, while keeping a neutral short-term allocation stance and modestly pro-risk view over 12 months.
Portugal's PSI index ended Monday down 1.01% as weakness in Utilities, Financials and Consumer Goods pressured the market. Energy names including Galp Energia and EDP shares were among the biggest decliners, while Teixeira Duarte, NOS and The Navigator Company were the session's top risers. Global commodities showed notable moves with Brent and WTI…
Netherlands equities closed lower on Monday, with the AEX index ending the session down 0.82%. Losses were concentrated in Technology, Oil & Gas and Basic Materials. While Wolters Kluwer, Relx PLC and Adyen posted notable gains, semiconductor names including BE Semiconductor, ASML and ASM International recorded double-digit and near-double-digit de…
Italian equities finished the session higher in Milan, with the Investing.com Italy 40 up 0.45%. Strength in Travel & Leisure, Financials and Healthcare underpinned the advance, while select industrial and energy stocks weighed on the headline as crude and Brent oil tumbled sharply. Market breadth favored risers, with 423 stocks up, 284 down and 52…
Mizuho Securities' 13F filing for the second quarter reveals two notable portfolio moves: the firm established a 5 million share position in Sysco Corp and boosted its Norwegian Cruise Line stake to 11.4 million shares, representing roughly a 2.5% holding. Both transactions occurred against a backdrop of recent share-price weakness for the two comp…
Germany's stock market finished higher on Monday as strength in software, media and telecom stocks pushed the DAX up 1.30%. Mid- and tech-cap indices advanced as several large-cap software names posted notable gains, while some industrial and utility names finished lower. Commodity prices and currency pairs showed mixed movements at the close.
