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.
30,116 total articles
Barclays has identified a group of leading solar and onshore/offshore wind companies that it views as strategically positioned to supply power and related technologies for an expanding AI infrastructure buildout. The bank's review, drawn from a wider list of more than 400 firms considered essential to digital and power infrastructure, names NextEra…
Shares of USA Rare Earth Inc (NASDAQ:USAR) rose after the company put its hydrometallurgical demonstration plant in Wheat Ridge, Colorado, into operation. The plant has started a multi-feedstock campaign and the company plans first production of separated rare earth oxides in the third quarter of 2026. The demonstration program will validate flowsh…
Ideaya Biosciences reported the initiation of a phase 1 clinical trial testing IDE892, an MTA-cooperative PRMT5 inhibitor, alongside IDE397, an MAT2A inhibitor, in patients with MTAP-deleted solid tumors. The combination trial has enrolled its first patient and targets non-small cell lung cancer and pancreatic cancer. The company noted supportive p…
The U.S. Supreme Court declined to take up an appeal by India-based Tata Consultancy Services challenging a combined $168 million judgment awarded to DXC Technology. The dispute stems from allegations that Tata used access to proprietary life-insurance software and proprietary knowledge after hiring Transamerica personnel to build a competing platf…
Nvidia plans to raise $20 billion via a U.S. bond issuance arranged in seven tranches, with maturities extending as late as 2056. The funding is intended to support the company’s capital needs for producing advanced AI processors and may be used for general corporate purposes, including repaying and refinancing existing notes. The deal, led by Gold…
The SPDR S&P 500 ETF Trust climbed 1.6% in morning trading to $753.34 after President Donald Trump posted that a deal with Iran was "now complete." The announcement, which included reopening the Strait of Hormuz toll-free and lifting the U.S. naval blockade of Iranian ports, coincided with a sharp fall in oil prices and broad gains across U.S. equi…
Bandwidth Inc. said it will privately offer $275 million of convertible senior notes due 2032, triggering a 12.7% drop in its stock. The notes will be senior unsecured obligations, convertible into cash, Class A shares or a combination at the company’s election. Bandwidth will use portions of the proceeds for capped calls, share repurchases, repaym…
Goldman Sachs modeled the potential winners among European airports from a wider geopolitical reopening that restores flows from the Middle East, Russia, Ukraine and China. The bank found Fraport would see the largest direct traffic lift, followed by Zurich and Aeroports de Paris, while AENA would be only modestly affected. Goldman stressed this sc…
Fox's Class A shares tumbled 16.0% in morning trading after the company announced a definitive agreement to acquire Roku in a transaction valuing the connected-TV platform at roughly $22 billion in enterprise value. The pact pays $160 per Roku share through a mix of cash and Fox stock, requires issuance of about 152 million new Class A shares, and …
Invesco QQQ Trust jumped in early trading after a weekend announcement that the United States and Iran reached a peace agreement that reopened the Strait of Hormuz. The confirmation by President Trump late Sunday on social media triggered a broad futures rally, with technology and growth names that dominate the Nasdaq 100 powering gains. Falling oi…
Exxon Mobil stock tumbled in pre-market trading after news that the United States and Iran reached a framework to end hostilities and reopen the Strait of Hormuz, sending crude futures sharply lower and erasing the geopolitical premium built since late February 2026. The decline in oil prices was compounded by uncertainty around reported takeover t…
Lynx Equity Strategies believes the recently completed SpaceX IPO - which aggregates an AI data center (xAI) and an advanced fabrication facility (Terafab) - will provide durable tailwinds for AI-focused chipmakers and semiconductor equipment suppliers. The firm highlights Nvidia as the standout beneficiary on the AI compute side and names Lam Rese…
Verra Mobility (NASDAQ:VRRM) saw its shares rise 3.9% in premarket trading after the Los Angeles City Council awarded the company a contract to design, build, operate and maintain a city and county speed safety program covering 125 camera locations scheduled to be active by the end of 2026. The program, part of a six-city pilot authorized by Assemb…
Barclays says European energy services firms are positioned for a fresh investment cycle as order backlogs grow, even as companies contend with supply-chain disruption tied to the Strait of Hormuz tensions. The bank singles out Technip Energies, Tecnicas Reunidas, Saipem and Maire for distinct risk-reward profiles, noting pipeline strength, potenti…
Salesforce Inc. shares ticked higher in premarket trade after the company announced a definitive agreement to acquire Fin, formerly Intercom, for about $3.6 billion. The acquisition brings Fin’s Apex AI-powered customer agent platform, which handles multi-channel customer support, into Salesforce’s portfolio and is expected to close in the fourth q…
Sweden has chosen Rolls-Royce Holdings Plc to supply multiple small modular reactors to help meet projected increases in electricity demand. The selection follows a Vattenfall-led evaluation that ranked the British firm's proposal highest on supply chain strength, delivery timeline and financial returns. The reactors, to be constructed on Sweden's …
Stifel has downgraded Caesars Entertainment and MGM Resorts International from Buy to Hold, saying recent takeover proposals have largely removed near-term upside while exposing shareholders to significant deal-execution risk. The firm expects Fertitta Entertainment's $31-per-share offer for Caesars to likely close but warns the process could take …
Chevron shares fell sharply in pre-market trading as a U.S.-Iran peace framework announced on Sunday evening removed the geopolitical risk premium that had supported higher crude prices. The agreement, confirmed by Iran’s Supreme National Security Council and mediated by Pakistan, calls for toll-free reopening of the Strait of Hormuz and the liftin…
Mirae Asset Securities has apologized to clients for failing to secure an allocation of shares in SpaceX’s initial public offering, saying the U.S. lead underwriter made the discretionary decision to exclude the firm from the final allotment. The brokerage says it is investigating the circumstances and will consider financial compensation for affec…
Shares of Bio-Techne Corporation rose in premarket trading after activist investor Ananym Capital Management disclosed a stake and called on the company's board to pursue a strategic review that could include selling the business. The activist highlighted underperformance versus peers, constrained organic growth and investments that have pressured …
Shares of Cuprina Holdings surged 50% after the company disclosed that a subsidiary received FDA 510(k) clearance for MEDIFLY Maggots, a prescription, medical-grade Lucilia cuprina larvae product intended for maggot debridement therapy in non-healing necrotic skin and soft tissue wounds. The clearance grants U.S. commercial rights for this species …
A Raymond James technical analyst says a fresh, short-term rally in North American equities has begun, driven primarily by easing U.S. 10-year Treasury yields. Short-term momentum has improved after a corrective phase that tested 50-day moving average support on several major indices. The analyst expects the rally to have upside into July, while no…
A broad group of multinational pharmaceutical companies have announced nearly $500 billion in planned U.S. investments aimed at increasing domestic manufacturing capacity and research activity. Firms including Pfizer, Eli Lilly, Roche, AstraZeneca, Johnson & Johnson and others have detailed multi-billion dollar commitments that span new plants, exp…
Payoneer Global Inc. (NASDAQ:PAYO) agreed to be acquired by payments firm Nuvei in a $2.75 billion all-cash transaction valued at $7.40 per share. Payoneer shares climbed 3.4% in premarket trading as the boards of both companies approved the deal. The combined company is projected to generate roughly $3 billion in annual revenue and to process more…
Saudi Arabia's main stock index closed slightly lower, dragged down by losses in the Insurance, Petrochemicals and Agriculture & Food sectors. Market breadth favored advancers, but heavyweight movers included sharp gains in selective industrial and travel names and declines in base oil and insurance companies. Crude futures fell markedly while gold…
