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.
30,118 total articles
A KKR-led consortium announced the creation of Helix Digital Infrastructure, backed by more than $10 billion in founding capital to finance AI-focused data-center construction. Anchor investors include the Kuwait Investment Authority, Nvidia and Vistra. The new platform, led by former AWS CEO Adam Selipsky, responds to supply, power and cost pressu…
Enliven Therapeutics saw its stock climb 23% in premarket trading after reporting Phase 1 ENABLE trial data for ELVN-001 in previously treated chronic myeloid leukemia. The 80 mg once-daily Phase 1b cohort achieved a 61% overall major molecular response and 48% MMR by 24 weeks, while the company reached agreement with the FDA on the Phase 3 dose an…
Webull is rolling out a Model Context Protocol (MCP) server that lets investors use natural-language AI to access its trading infrastructure. Operational since April, the MCP links AI agents to Webull’s OpenAPI so users can query market data, check balances and positions, and place, modify or cancel orders without writing code. The capability will …
Atossa Therapeutics Inc. (NASDAQ:ATOS) saw its shares fall about 30% in premarket trade after revealing a registered direct offering intended to raise $4.5 million in gross proceeds. The deal includes the sale of 1,363,638 common shares at $0.18 par value and two series of detachable warrants that, if fully exercised, could bring in an additional $…
SanDisk shares gained in pre-market trading after Bernstein named the company a top memory and storage idea at its 42nd Annual Strategic Decisions Conference and SanDisk's CEO reinforced a bullish structural view on NAND demand driven by AI workloads and data-center buying patterns. Management outlined a shift toward long-term supply agreements and…
DXC Technology rose sharply in pre-market trading after announcing a multi-year global alliance with Anthropic to integrate the Claude family of AI models into the mission-critical systems DXC manages for large corporations and governments. The announcement coincided with DXC's Investor Day in New York City, where management presented strategic pri…
New Street Research began coverage of SpaceX with a 12-month price target of $165, implying a 22% gain from the proposed IPO price and reflecting a $2.3 trillion equity valuation once the company completes its potential acquisition of Cursor. Analyst Pierre Ferragu outlines a three-pronged valuation approach that emphasizes Starlink's discounted ca…
Apollo Global Management now subjects all prospective software investments to a risk evaluation focused on potential disruption from artificial intelligence. The firm deployed a 12-14 category framework last year to rank software businesses by their exposure to AI-driven change and overlaid that framework across its existing holdings to identify wh…
Macquarie's analysis of South Korean banking data shows loan growth returned to positive territory in May with corporate lending the main contributor. Household credit improved driven by unsecured loans tied to equity activity and a modest recovery in mortgages, while deposit balances rose. The investment bank cautions that regulatory limits and vo…
Clinical-stage biotechnology company Kardigan plans a U.S. initial public offering that would value the firm at as much as $1.4 billion. The Princeton, New Jersey-based developer is offering 23.3 million shares at $14 to $16 each to raise up to $373.3 million to finance clinical development of three late-stage cardiovascular therapies and support g…
Chaince Digital Holdings Inc. (NASDAQ:CD) saw its stock climb 18% on Thursday following a Board-approved initiative to investigate space-based artificial intelligence infrastructure applications. The company described the effort as exploratory and non-binding, spanning four technical focus areas and building on existing terrestrial computing and co…
Everbright Digital Holding Ltd (EDHL) surged 203.4% in pre-market trading to $10.62 on extremely heavy volume, driven by momentum-focused retail activity acting on the stock's unusually small share count and recent price volatility. The move appears disconnected from broader U.S. equity weakness and comes amid regulatory filing delays and a circula…
Nvidia has entered a collaboration with Abridge to develop an AI model tailored to clinical conversations. The model will be trained on Nvidia's Nemotron suite of open models and will operate solely within Abridge's physician-focused note-taking platform, supporting documentation and clinical decision tasks. Nvidia also holds an investment stake in…
Morgan Stanley continues to rank Eternal as its preferred pick among Indian internet companies even as the country’s internet market capitalization index has fallen 8% from its late March 2026 peak. The bank points to Eternal’s execution, a healthy balance sheet and supportive industry growth, while warning of downgrade risk from intensifying compe…
Voltalia SA shares tumbled more than 11% to €6.80 after Morgan Stanley lowered its rating to underweight and reduced its price target to €7 from €8. The bank points to an expensive valuation versus renewables peers, heightened leverage and concentrated exposure to Brazil, where curtailment has weighed on near-term earnings.
Barclays has increased its projection for Tesla's second-quarter vehicle deliveries to roughly 418,000 units, a figure ahead of the Bloomberg consensus of about 397,000. The bank cites stronger-than-expected sales momentum in Europe and a recovery in China's EV market following first-quarter weakness. Barclays expects sequential volume growth of ar…
Anduril Industries is considering locating a future weapons manufacturing site outside the United States, according to CEO Brian Schimpf. While work has started on the company's first production facility in Ohio, Anduril said it would evaluate operating another factory in an allied country, including Europe, citing strong manufacturing talent and t…
Needham has reduced its fiscal 2026 and 2027 estimates for Iris Energy, pointing to a slower-than-expected ramp of AI cloud revenue through calendar 2026 and a shift in when contract revenue will be recognized. The firm also scaled back its bitcoin revenue assumptions as mining operations are wound down and bitcoin prices have declined. Iris Energy…
Jefferies Australia reviewed initial filings under the country’s compulsory climate reporting rules and found that while 36 companies have submitted reports, only 11 explicitly quantified how climate risk affects earnings. The firm says disclosures often stop at high-level modelling, with limited evidence that firms are integrating climate impacts …
Bernstein analysts view the UK’s AR8 offshore wind procurement as the most credible large-scale auction in Europe, with the capacity to allocate around 8-10 gigawatts. While more than 22 GW could in theory participate, roughly 10 GW appears mature enough in permitting and location to be genuinely contestable. The firm identifies RWE and SSE as prim…
Voyager Technologies climbed in pre-market trading after BTIG initiated coverage with a Buy rating and a $55 price target. The firm emphasized Voyager's role as an acquisition-led consolidator of space and missile-defense technologies, citing alignment with national security funding and propulsion capabilities. The move adds to recent bullish analy…
William Blair cut its data center and power index to 75 in May 2026 from 78, pointing to heightened community resistance to new data center locations and tightening power availability. The firm increased its projection for the U.S. data center power supply-demand shortfall in 2030 to 28 gigawatts from 21 gigawatts, while the broader U.S. power defi…
Hungarian prosecutors have directed a police inquiry into trades of shares in oil group MOL to determine whether insider trading rules were breached. The probe follows a February review opened by the National Bank of Hungary into share sales by company officials that took place shortly after Druzhba crude deliveries to Hungary were halted on Januar…
Deutsche Bank moved Fastned from a buy to a hold rating while increasing its price target to €33 from €30. The bank acknowledges a recent rise in BEV charging activity and stronger order intake reported by some European automakers, but it does not expect this to drive accelerated vehicle registrations or a quicker rollout of public charging infrast…
Bank of America increased its 2030 server CPU total addressable market estimate to more than $170 billion from $125 billion, attributing the revision to demand generated by agentic AI. The firm raised price targets for AMD and ARM, upgraded Intel to Buy, and reiterated NVIDIA as its top sector pick, while keeping Qualcomm at Underperform ahead of i…
