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.
29,439 total articles
Industry research from analyst Ming-Chi Kuo indicates Nvidia has restarted development of the Rubin CPX product line, with mass production slated to begin in the first quarter of 2027. The refreshed CPX design alters GPU specifications, memory capacity, rack layout and interconnect topology and is intended to operate in a 1:1 pairing with the Vera …
Shein priced its Hong Kong initial public offering at the midpoint of the marketed range, raising HK$13.60 billion ($1.74 billion) by selling 280 million shares at HK$48.56 each. The Hong Kong public portion was subscribed 5.63 times, while the international tranche was subscribed 2.59 times. The Singapore-based, Chinese-founded company plans to us…
Chevron shares climbed in morning trading after U.S. forces struck Iranian missile launchers near the Strait of Hormuz, prompting a jump in crude oil prices. The stock's move was reinforced by a major U.S. agreement with Venezuela that allocates a majority share of production from large fields to the United States and by Chevron's strong recent ear…
Morgan Stanley singled out three Latin American technology companies that it views as leading the region’s tech opportunity set. The bank emphasized recurring revenue strength, margin resilience and the potential upside from artificial intelligence adoption, while noting mixed quarterly earnings and adjustments to price targets to reflect higher in…
A broad upswing in Canadian energy, construction and materials stocks pushed several TSX-listed companies higher, with Methanex Corporation posting the largest intraday gain. Oil and gas names comprised the majority of top movers, while certain chemicals and fertilizer players showed strong one-year returns but face valuation pressures.
Saxony’s state premier Michael Kretschmer said workers, Volkswagen management and political leaders must coordinate to limit the fallout from job and capacity reductions at Volkswagen, the region’s largest private employer. Kretschmer reiterated the need to make manufacturing in Germany more competitive, warned that a decision on the future of the …
Alibaba American depositary receipts slid about 3.0% in morning trade, pressured by a recent fiscal Q1 FY2027 earnings shortfall, a large HK$80 billion share placement to fund AI initiatives, and continuing securities fraud litigation. The stock opened near $116.72 and traded around $115.40 as investors weighed dilution, profitability headwinds fro…
Bloom Energy shares fell in morning trading, hit by a public call from law firm Kaplan Fox & Kilsheimer for investors to seek a leadership role in an existing securities class action ahead of the September 28, 2026 deadline. The move revived scrutiny from a July 8 short-seller report about scandium sourcing, while a separate analyst note showing Bl…
Brent rose 5.9% to $91.19 and WTI climbed 3.4% to $86.27 after renewed U.S.-Iran hostilities. With a significant share of Gulf exports offline, shipping through the Strait of Hormuz greatly reduced, and the U.S. Strategic Petroleum Reserve at its lowest level since 1982, analysts say the technical and fundamental setup could push crude back toward …
CrowdStrike shares climbed in morning trading after the company opened its Fal.Con 2026 conference in Las Vegas with a string of partnership and product disclosures that expand the Falcon platform across cloud, data and identity security. The event, attended by more than 10,000 people, coincided with recent record fiscal Q2 2027 results that booste…
Tim Cook steps down as Apple CEO after a 15-year tenure, moving into the role of executive chairman while long-time hardware chief John Ternus prepares to assume leadership. The transition lands with Apple valued at $4.67 trillion and shares trading near $320 as investors eye near-term product events, services margins, and the company’s AI roadmap.
Kaiser Aluminum climbed sharply in morning trading after UBS raised its rating to Buy and nudged the price target to $184, citing robust second-quarter 2026 results that produced roughly $41 million of incremental EBITDA and bolstered confidence in management's full-year guidance of about 50% EBITDA growth.
NeoVolta Inc.'s majority-owned unit, NeoVolta Power, has reached a multi-year supply and manufacturing collaboration with SK On that guarantees 9 GWh of U.S.-made lithium iron phosphate cells from 2027-2031 and establishes a framework for a further 9 GWh of supply tied to reciprocal purchases of NeoVolta Power-manufactured energy storage packs. The…
A cluster of high-profile technology IPOs is coming into view. Anthropic and OpenAI sit at the top of the pipeline, each commanding valuations in the hundreds of billions and the potential to raise historic sums. Closer-term listings such as SoftBank’s SB Energy and several recent debuts provide more immediate avenues for investors seeking AI and i…
Deere & Company shares rose 2.6% on Monday after Baird upgraded the stock from Neutral to Outperform and lifted its price target to $800 from $640. Baird analyst Mircea Dobre cited Deere's strong exposure to North America row crop demand, early order program improvements in planters and sprayers, and the company's execution. Baird projects earnings…
Shares of Babcock & Wilcox Enterprises (NYSE: BW) climbed 6.4% in premarket trading after Needham initiated coverage with a Buy rating and a $20 price target. The firm pointed to an improved balance sheet, a $2.4 billion FastPower award with Base Electron that raised backlog to about $2.6 billion, and the prospect of further project notices as reas…
OpenAI announced that its advertising operation has attained a $1 billion annualized revenue run rate about 200 days after launch. The ad push bolsters the company's existing income from enterprise services, consumer subscriptions and usage-based APIs as it prepares for a public offering and faces investor scrutiny over its $852 billion valuation.
Bernstein analysts estimate that constructing a standalone terrestrial network to support SpaceX’s direct-to-device mobile service could run between $50 billion and $130 billion when spectrum is included. The firm modeled multiple network designs and concluded costs and required macro site counts vary widely based on network ambition and whether Sp…
A round-up of significant insider transactions filed for Friday, August 28, 2026, shows a mix of concentrated purchases by company directors and executives at smaller-cap stocks and large block sales by major holders in higher‑valued names. The activity spans communications, biotechnology, medical devices, mining, oil, fitness, drug discovery and c…
NVIDIA's deeper collaboration with MediaTek - including a $3.5 billion investment and the NVLink Fusion platform - establishes a higher integration benchmark for custom AI accelerators. Broadcom and Marvell remain pivotal suppliers for hyperscalers, but must respond to faster innovation cycles and potential margin pressure as hyperscalers pursue di…
Nvidia and MediaTek have broadened their collaboration to accelerate AI computing across cloud infrastructure, local computing and automotive segments. MediaTek will adopt Nvidia's NVLink Fusion platform to enable customers to create custom XPUs that integrate into Nvidia NVLink-connected, rack-scale AI environments. As part of the agreement, Nvidi…
Sempra Energy stock opened lower after Mizuho downgraded the company and slashed its price target, citing the California legislature's inability to enact wildfire liability reforms that would shield utilities from large financial exposure. A second firm trimmed its target, while peers with California exposure also fell, reflecting a broader sector …
Strategy Inc. has returned to accumulating Bitcoin, acquiring 4,603 coins between August 24 and 30 for $369.7 million. The purchases, funded by at-the-market equity sales, were signaled publicly by Executive Chairman Michael Saylor and confirmed in an SEC 8-K. The company now holds 845,050 BTC at a blended cost basis of $75,412 per coin.
Aon shares declined in pre-market trade after the company disclosed a definitive agreement to acquire USI Insurance Services from KKR for $17.0 billion in cash. Investors focused on Aon’s plan to fund the entire purchase with new debt, the suspension of near-term share repurchases, and the deal’s roughly 14.5x synergized trailing 12-month adjusted …
Aon said it will acquire USI Insurance Services from private-equity firm KKR for roughly $17 billion including debt, a move that weighed on Aon shares in Monday premarket trading. USI generates about $3 billion in annual revenue and was previously bought by KKR and partners in 2017 for $4.3 billion. Aon said the purchase should bolster its service …
