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
Q2 earnings have produced a dramatic acceleration in corporate profits, with S&P 500 earnings per share up 50.4% year-over-year and 86% of companies beating analyst estimates, marking a five-year high in surprise rates. Subscribers to a proprietary AI picking service who received monthly model-driven lists ahead of results were positioned in severa…
WeRide, the Guangzhou autonomous driving company, is exploring expansion into Australia, South Korea, Japan and Southeast Asia while continuing European talks, after reporting substantial second-quarter overseas revenue gains and narrowing EBITDA losses. The firm is scaling a level 4 autonomous fleet, pressing ahead with commercial deployments and …
Adyen warns that the rise of AI-powered shopping assistants could displace merchants in the customer journey, prompting retailers to strengthen direct ties with buyers. The payments processor is expanding its platform, acquiring loyalty and billing software, and shifting capital spending to support increased infrastructure needs tied to AI-driven c…
Lenovo shares jumped nearly 20% to an intraday record of HK$31.26 after the company reported fiscal Q1 FY2027 revenue and profit well above market expectations. Revenue rose 43% year-on-year to $26.9 billion while adjusted net profit climbed 176% to $1.075 billion, the first time adjusted profit topped $1 billion. Positive analyst revisions highlig…
A contingency agreement between New Mexico and Motley Rice ties the law firm’s fee to the size of any recovery from Meta Platforms. Under the contract’s tiered schedule, Motley Rice could request $67.1 million if the state’s recovery reaches about $942 million after a judge’s ruling and a separate jury award; Meta has said it will appeal.
A Reuters-conducted poll shows that over 80% of Japanese firms either use artificial intelligence in a constrained way or not at all, with only 16% reporting company-wide deployment. The survey also highlights conservative near-term AI budget plans and a strong preference among respondents to channel capital into domestic projects.
The AI investment cycle remains robust, but capital is moving toward a smaller set of high-conviction companies with demonstrated earnings expansion and durable revenue growth. Yubico, a global leader in physical authentication keys, has emerged as a standout after a series of earnings beats and margin expansion, climbing roughly 113% since being c…
Marex shares retreated slightly in after-hours trading after a session that saw the stock surge on a record quarterly report. The company posted strong Q2 2026 revenue and profit metrics that beat expectations, but reported insider net selling and an announced acquisition with undisclosed terms appear to have contributed to modest after-hours selli…
The U.S. Department of War has awarded Lockheed Martin Corp. a $211.4 million modification to an existing Foreign Military Sales contract to provide Configuration 3 THAAD launchers to the United Arab Emirates. Production is assigned to Lockheed Martin Space in Sunnyvale, California, with work scheduled from August 2026 through January 2031.
Cerebras Systems shares dropped sharply in after-hours trading following second-quarter 2026 results that missed analyst estimates for both revenue and adjusted earnings per share. GAAP revenue of $180.1 million lagged consensus of roughly $191–$194 million, while an adjusted loss per share of $2.98 was far wider than the roughly $0.17–$0.18 analys…
The S&P/TSX Composite finished higher, climbing 0.51% to reach a new record high as gains in Financials, Materials and Information Technology drove broad-market advances. Air Canada and Celestica were among the top gainers, while 5N Plus, H&R REIT and Constellation Software weighed on the downside. Volatility eased and commodity prices moved uneven…
Coherent reported stronger-than-expected fourth-quarter results and issued optimistic fiscal first-quarter guidance, yet its shares fell 5% after the release despite an earlier 8% intraday rally. Revenue and adjusted EPS topped analyst estimates, margins expanded materially year-over-year, and management pointed to robust customer demand and rising…
Two senior Senate Democrats have formally asked administration officials to explain why the United States has not resumed regular targeted sanctions aimed at entities that help Russia evade restrictions tied to its invasion of Ukraine. The lawmakers say the pause has lasted 17 months and requested a response by Aug. 28.
Shutterstock, Inc. (NYSE:SSTK) saw its shares rise 4.1% following the rollout of a content connector that allows Anthropic’s Claude users to search for and license Shutterstock’s images, video, music, and sound effects directly inside the AI platform. The move is part of Shutterstock’s broader effort to embed its content across AI-native tools and …
Davis Polk has initiated litigation in New York state court against Enel North America and two affiliates to recover $3.3 million in unpaid legal fees. The charges relate to the firm’s representation of Enel subsidiary High Lonesome Wind Power in a dispute with Allianz stemming from Winter Storm Uri and a derivative hedging contract for weather-rel…
Cencora stock declined 4.2% in afternoon trading after the company confirmed that some Walgreens volume, previously handled outside its main prime vendor agreement, began shifting to rival distributors on July 1, 2026. Management said the core prime vendor contract - which represents the majority of its Walgreens business - remains intact and that …
A group of volume-heavy stocks posted sharp one-day gains, led by Nebius Group N.V. and ERock, Inc. Market action was driven by earnings beats, analyst endorsements and renewed interest in AI cloud infrastructure, while several names remain at valuations that some analysts warn are extended. Short-covering and speculative flows also appear to be co…
Through mid-August 2026 the Toronto Stock Exchange is ahead of the S&P 500 on a year-to-date and one-year basis, yet a weaker Canadian dollar has been amplifying U.S. equity returns for domestic investors. Technical indicators show both indices are extended, and divergent sector weightings - TSX skewed to financials, energy and materials; S&P conce…
Super Micro Computer reported a substantial earnings surprise, delivering $1.70 in non-GAAP EPS versus $0.71 expected while revenue of $11.12 billion slightly trailed consensus. The quarter brought a dramatic gross-margin expansion to 17.6% and a hefty $60 billion of new orders, underpinning FY2027 guidance of $65-72 billion that sits roughly 30% a…
Finland's equity market finished Wednesday's session higher, driven by strength in the Telecoms, Consumer Services and Utilities sectors. The OMX Helsinki 25 rose 1.08% to a one-month high. Nokia led winners with a double-digit percentage gain, while Hiab reached an all-time peak. Several notable components, including KONE, Orion B and Qt Group, mo…
Activist investor Ancora Holdings has made a cash proposal to buy H.B. Fuller’s Building Adhesive Solutions business for up to $1.2 billion. The firm has asked the company’s board to consider the transaction, saying it would benefit both the adhesives maker and its shareholders, and said it is ready to begin due diligence immediately.
Home Depot disclosed that CEO Ted Decker has begun a temporary medical leave of absence with no set return date, announced August 12 — six days ahead of the company’s Q2 earnings report scheduled for August 18. Senior executives Ann-Marie Campbell and CFO Richard McPhail will manage day-to-day operations and financial oversight, respectively, while…
Nokia ADRs rallied in morning trade after management disclosed that AI technology orders have grown to 6.3 times the company’s quarterly AI and Cloud revenue, casting the €2.8 billion Q2 order intake as structural demand rather than a one-off. Analyst upgrades, a possible shift in procurement away from Chinese suppliers and a supportive broader mar…
Openlane's stock slid 5.3% in pre-market trading following the announcement that Ignition Acquisition Holdings LP, a fund advised by Apax Partners, is selling 8,000,000 shares in an underwritten secondary offering. The shares were converted from Series A Convertible Preferred Stock in May 2026. Openlane will not receive proceeds from the sale and h…
Bank of America announced a plan to deploy $250 billion for U.S. digital and infrastructure projects through an 18-month window beginning January 1, 2026. The bank's Critical Infrastructure Finance Initiative will target digital infrastructure, energy and power systems, and core infrastructure, and will include lending, investments, capital markets…
