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.
3,886 total articles
Indian equity benchmarks ended Wednesday with modest gains as strength in metals, capital goods and banking stocks supported the advance. The Nifty 50 rose 0.37% at the close, while the BSE Sensex 30 gained 0.34%. Tata Steel, ITC and HDFC Life were among the session's leaders, while ONGC, Wipro and Tech Mahindra lagged. Volatility as measured by th…
Summary: Analysts at Yardeni Research, including Ed Yardeni, argue that the risk of an AI-fueled stock market bubble has diminished. They point to a drop in the forward price-to-earnings ratio for the S&P 500 Information Technology sector, a rotation away from the so-called Magnificent 7, and a reallocation of capital toward overseas markets. At th…
Bayer revealed a proposed $7.25 billion class settlement intended to resolve the bulk of U.S. glyphosate claims and announced additional agreements that raise total legal provisions to 11.8 billion euros. The plan, which would spread payments over as long as 21 years with heavier payments in 2026-2031, sent the stock down more than 8%. The deal rem…
Shares of Inchcape Plc jumped after J.P. Morgan placed the automotive distributor on Positive Catalyst Watch and raised its longer-term price target following stronger-than-expected volume momentum. The broker boosted EPS and revenue forecasts for 2025 and 2026, spotlighting a rebound in the Americas and robust Asia-Pacific volumes, while cautionin…
Berenberg has cut its recommendation on Unilever Plc from buy to hold, arguing the consumer goods group's multi-year restructuring and recent operational improvements are largely captured in the current share price. The bank reduced its FY26 EPS forecast slightly following Unilever's full-year 2025 results, while highlighting stronger-than-expected…
JP Morgan's research suggests a reinstated Help-to-Buy program focused on first-time buyers could lift private sales and completions modestly, with Persimmon identified as the principal beneficiary due to its pricing profile and customer mix. Other listed housebuilders would also see gains, while higher-priced developers and firms with limited open…
Exail Technologies reported full-year 2025 sales of €479 million, a 28% increase year-on-year, with Q4 revenue of €153 million. The Navigation & Maritime Robotics unit led quarterly performance, while full-year order intake jumped 87% to €844 million, driven by a single €400 million contract secured in February. Management expects another year of d…
Emeis delivered full-year 2025 results marked by stronger profitability metrics and a reduction in leverage, while revenue came in slightly below consensus. Management highlighted continued recovery in occupancy and tariff-driven price effects, and reiterated medium-term growth targets for revenue and EBITDAR.
Scandic Hotels Group posted fourth-quarter 2025 results showing net sales roughly in line with market expectations, while adjusted EBITDA on a pre-IFRS16 basis came in below analyst forecasts. Revenue per available room (RevPAR) rose modestly, driven by a mix of like-for-like recovery, new hotel openings and the reopening of temporarily closed prop…
EFG International reported healthy asset-gathering in the second half of 2025, with CHF5.9 billion of net new money and CHF185 billion of assets under management. However, a CHF59.5 million legal provision and other valuation adjustments drove pre-tax profit below consensus and contributed to a marked decline in the bank's CET1 capital ratio to 14.…
Havas delivered 3.7% organic growth in the fourth quarter and reported adjusted EBITA margins of 12.9% for 2025, a 50 basis point increase year-over-year. The company reiterated guidance for 2026 of 2-3% organic growth and projected adjusted EBITA margins of 13.2-13.5%, citing recent account wins, client retentions and efficiency gains from generat…
Mediobanca shares rallied after Monte dei Paschi di Siena (MPS) confirmed plans to acquire the remaining minority stake and remove the merchant bank from the stock exchange. MPS, which built an 86% holding last year through a roughly $19 billion transaction, will merge Mediobanca into the enlarged group and create an unlisted vehicle to run private…
Valeo will invest in excess of €200 million in India to grow its footprint and capabilities, targeting roughly €700 million in sales in the country by 2028. The company plans to deepen new-technology product expertise, increase localization, and serve both passenger vehicle and small mobility segments. Valeo has also been chosen to supply electric …
As the Lunar New Year holiday unfolds, Chinese artificial intelligence firms have rushed to unveil new models and upgrades, a response to last year’s disruptive entry by DeepSeek. Multiple companies across consumer apps, cloud services and robotics have released or updated models spanning chatbots, video generation, agent-based systems and robot co…
The pan-European STOXX 600 climbed modestly as defence stocks outperformed following strong full-year results from BAE Systems. Market attention was also drawn to reports of a potential leadership change at the European Central Bank, though asset moves remained limited as investors did not foresee imminent policy shifts. Elsewhere, Carrefour shares…
Orange Polska reported a 6% year-on-year increase in fourth-quarter core profit, delivering EBITDAaL of 861 million zlotys versus analyst expectations of 843 million. The company issued 2026 revenue and core-profit guidance and raised its 2028 organic cash-flow target, while announcing a 15% higher dividend per share.
Indonesia's benchmark IDX Composite Index closed up 0.96% on Wednesday, driven by strength in the Infrastructure, Financials and Agriculture sectors. Small-cap winners posted double-digit percentage gains, while several names including Link Net and PT Hillcon finished lower. Commodity and currency moves were mixed, with crude and Brent oil higher a…
British equities opened modestly higher after official data showed UK inflation cooled in January, increasing expectations that the Bank of England will cut interest rates in March and June. The pound regained some ground after slipping the previous day. Investors focused on corporate updates from BAE Systems and Glencore, and a board appointment a…
European stock indices rose modestly as investors parsed a generally constructive corporate earnings season and a sharper-than-expected drop in U.K. inflation. Gains were supported by small advances on Wall Street, company-specific catalysts across mining, defense and healthcare, and easing oil-market tensions after reports of progress in U.S.-Iran…
Puig reported stronger-than-expected fourth-quarter results, with 9.8% organic sales growth beating consensus. Makeup led the quarter with a 26.5% like-for-like jump, aided in part by Amazon inventory loading. Fragrance, representing 72% of sales, grew 6.2% like-for-like, while skincare lagged. Full-year operating margin improved and management gui…
Kambi Group reported fourth-quarter and full-year 2025 results that largely tracked market expectations for revenue while showing notable pressure on reported EBITA. Management provided EBITA guidance for fiscal 2026 excluding foreign exchange revaluations, and highlighted commercial momentum, AI-driven trading adoption and completed share buybacks…
JPMorgan Chase intends to open more than 160 retail branches across over 30 U.S. states during 2026 as part of a multibillion-dollar investment in its physical network and a broader pledge to add over 500 branches within three years. The expansion emphasizes markets such as the Carolinas, Florida, Pennsylvania, Kansas, Massachusetts and Tennessee a…
Perplexity, an AI start-up based in San Francisco, has halted its advertising experiments and removed sponsored content from its chatbot, saying ads risk undermining user trust. Executives confirmed on Tuesday that advertising will no longer be part of the companys revenue strategy, which currently includes paid subscriptions. The move contrasts w…
Sunrise Communications reported a 1.4% drop in fourth-quarter core profit, with lease-adjusted EBITDAaL of 242.7 million Swiss francs, missing the average analyst forecast of 245 million francs. The company attributed the shortfall to changed seasonality in operating costs. Quarterly revenue rose slightly thanks to stronger business-to-business and…
Tokyo's equity benchmark ended higher, propelled by strength in real estate, banking and textile names. The Nikkei 225 rose 1.00% at the close, with GS Yuasa leading gains and several industrial and advertising names among the session's heaviest decliners. Commodity and currency markets moved modestly alongside equities.
