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.
29,917 total articles
Three leading semiconductor companies - Micron Technology, Intel and AMD - collectively increased their market capitalizations by roughly $2 trillion in the second quarter as investors allocated capital beyond Nvidia. The surge was driven by rising memory prices, renewed CPU demand, and strength across AI-related infrastructure vendors.
After the bell, Nike slipped even after an earnings beat as management flagged persistent sell-through weakness; Bloom Energy jumped on a fivefold expansion of Brookfield financing; Constellation Brands rose after a strong fiscal quarter and upbeat guidance; Transocean secured a large Equinor contract that lifts its backlog and day-rate profile.
Arbor Realty Trust said it plans to sell $300 million of convertible senior notes due 2029 in a private placement, triggering a 3.4% decline in its shares during after-hours trading. The company intends to use a portion of the proceeds to repurchase stock and to redeem outstanding senior notes maturing in 2026, while remaining terms including inter…
Papa John’s International Inc. saw its stock fall in after-hours trading on Tuesday after the company disclosed that Chief Financial Officer Ravi Thanawala will depart to become CFO at another public company. Chris Collins has been named interim CFO, and Thanawala will remain available in an advisory role through July 31, 2026 as the company conduc…
Michael Burry disclosed new short positions against several firms tied to artificial intelligence and semiconductors, including Tesla, Nvidia, Caterpillar, Applied Materials and the iShares Semiconductor ETF. He revealed the trades in a Substack post titled Trading Post June 30, 2026 and did not disclose position sizes or structures.
Wall Street estimates point to a roughly 5% increase in Tesla vehicle deliveries in the June quarter, led by stronger demand in Europe as fuel prices rise. China demand is expected to remain steady while North American deliveries face pressure amid the upcoming expiration of the federal EV tax credit.
Bloom Energy and Brookfield have raised their joint financing framework for fuel cell projects aimed at powering AI infrastructure to $25 billion, a fivefold increase from an earlier agreement. The move is designed to speed global deployment of Bloom’s fuel cell technology to data centers as operators seek cleaner and more reliable energy solutions…
Transocean Ltd. said it has reached a contract with Equinor worth in excess of $1 billion for three Cat D harsh-environment semisubmersible rigs on the Norwegian shelf. The agreement increases Transocean's backlog by more than $1 billion across seven rig years, sets a base day rate at $399,000 with provisions likely to raise the effective rate abov…
U.S. equity benchmarks finished higher on Tuesday, with the Dow Jones Industrial Average closing at a fresh record. Strength in Technology, Industrials and Basic Materials supported the advance, while notable individual losers dragged on certain sectors. Market breadth was mixed across the two main exchanges, and implied volatility fell as oil and …
Canadian equities closed modestly higher on Tuesday, with the S&P/TSX Composite gaining 0.10% as pockets of strength in Healthcare, Clean Technology and Information Technology supported the market. A small group of top performers led gains, while several resource and communications names posted sharp declines. Trading breadth was narrowly positive …
Brazil's benchmark Bovespa index closed down 0.68% on Tuesday, led by weakness in the Consumption, Basic Materials and Financials sectors. Market breadth tilted negative, with more decliners than advancers. Notable movers included gains for Natura & Co, Embraer and Engie Brasil Energia, while Braskem, Sendas Distribuidora and Azzas 2154 posted some…
TikTok has reached an in-principle settlement with a 15-year-old Florida plaintiff who alleged the social media platform contributed to his addiction and subsequent mental health issues. The agreement's details are not finalized. Other defendants in the case remain on track for trial in California state court.
Talos Energy Inc. (NYSE: TALO) said it reached a definitive agreement to acquire deepwater Gulf of Mexico assets from Shell Offshore Inc., driving a 3.3% rise in its shares in after-hours trading on Tuesday. The deal, arranged jointly with an affiliate of Ridgewood Energy Corporation, carries total cash consideration of $850 million and is expected…
Neurogene Inc. said it has launched a public offering of common stock and, for certain investors, pre-funded warrants to buy common stock. The announcement prompted a roughly 3% decline in the company's shares during after-hours trading Tuesday. Proceeds are earmarked to support development and pre-commercial activities for NGN-401, as well as work…
Nike reported fourth-quarter revenue of $10.97 billion, modestly above analyst expectations, as management continues a multiyear turnaround centered on core sports and rebuilt wholesale relationships. The company faces inventory and margin headwinds, a challenging macro backdrop and pronounced weakness in Greater China, even as it increases marketi…
Shares of Bloom Energy jumped 8.5% in after-hours trading after Brookfield raised its commitment to the company to $25 billion from an earlier $5 billion framework. The expanded arrangement is aimed at financing fuel cell-powered electricity for AI infrastructure, and forms part of Brookfield’s AI Infrastructure Fund, which launched in November 202…
SpaceX has introduced reduced-rate Starlink plans for customers in Memphis, Tennessee, offering monthly pricing at roughly half the standard levels and waiving upfront hardware fees. The move comes as the company and its subsidiary xAI face community opposition and legal challenges tied to environmental concerns at data centers in the Memphis area.
Moody’s affirmed Holley Inc.'s B2 corporate family rating and probability of default rating, while shifting the outlook from negative to stable. The change reflects the expectation that Holley will sustain healthy profitability, generate at least $20 million in free cash flow in 2026 and 2027, and maintain moderate financial leverage with debt/EBIT…
Regal Rexnord shares rose sharply after Kerrisdale Capital publicly revealed a long stake and released a detailed investment case arguing the industrial manufacturer is well placed to benefit from expanding physical AI, motion control and data-center power markets. The disclosure, combined with a supportive market backdrop, sent RRX to a fresh 52-w…
Everpure (NYSE:P) shares climbed 8% on Tuesday afternoon after reports that activist investor Jana Partners accumulated a new position in the Santa Clara-based technology company. According to sources and documents reviewed by Reuters, the hedge fund began building the stake in the first quarter of 2026 and requested confidential treatment for its …
Activist investor Jana Partners has quietly assembled a new position in technology company Everpure and is expected to disclose the holding in an upcoming regulatory filing, according to two people familiar with the matter and documents reviewed by the author. The stake was first built during the first quarter of 2026 and exceeded 1 million shares …
Taiwan Semiconductor Manufacturing Company (TSMC) is moving forward with development of a panel-level packaging technology called CoPoS that replaces round 12-inch wafers with 310mm x 310mm square panels. Pilot work is under way at VisEra's Longtan site, with a second pilot slated for TSMC's AP7 facility in Chiayi. Mass production is not anticipate…
The Federal Communications Commission said on Tuesday it will vote next month on a proposal to bar sales in the United States of electronic devices that contain components from companies on the agency's blacklist. The list includes Chinese telecoms firm Huawei, and the proposal is intended to close a regulatory gap that currently allows sales of pr…
A reported $1.3 trillion investment commitment tied to two South Korean semiconductor giants lifted global chip-equipment shares, with several suppliers trading at or near 52-week highs. The plan, unveiled in a presidential address and detailed at a June 29 meeting, calls for large-scale new memory fabs, regional diversification of production, and …
San Francisco’s mayor, a self-described lifelong soccer devotee, has been highly visible at World Cup watch parties and fan zones across the city as the tournament brings multiple matches to the Bay Area. Beyond cheering in pubs and parks, he holds financial ties to professional football clubs through 49ers Enterprises and has highlighted the event…
