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.
30,139 total articles
Dominari Holdings said its early direct investment in AI-chip maker Cerebras Systems returned about nine times the initial capital after Cerebras’ May 14 IPO. Dominari Securities’ special purpose vehicles invested roughly $10 million at $39 per share, and with Cerebras shares closing at $311.07 on the first trading day, the firm estimates about $20…
Dominari Holdings reported that its early investment in AI chipmaker Cerebras Systems produced roughly nine times the initial outlay following Cerebras' May 14 initial public offering. The firm’s special purpose vehicles invested about $10 million at $39 per share; Cerebras opened at $185 and closed at $311.07 on debut, producing an estimated $20 m…
Raymond James upgraded Arista Networks to Outperform and set a $164 price target, citing stronger growth potential in 2027 and beyond as the company expands into AI workloads and captures share across cloud AI back-ends and enterprise campus networks. The firm highlighted Arista's network intelligence capabilities and noted supply-chain timing issu…
On May 15, Gemini Space Station shares rose more than 20% in premarket trading after the company reported a smaller-than-expected quarterly loss and the founders injected $100 million into the business via their family investment vehicle, paying $14 per share in bitcoin. The results show revenue growth but also highlight continued operational and l…
Pershing Square disclosed a new position in Microsoft, with Bill Ackman saying recent market turbulence created a chance to buy a dominant enterprise franchise at an attractive valuation. The fund began purchases in February 2026 after Microsoft reported fiscal second-quarter results, when the stock traded at about 21 times forward earnings. Ackman…
UBS moved Fraport AG from a sell to a neutral rating while reducing its 12-month price target to €65 from €67 after the airport operator's shares fell about 18% since the onset of the Middle East conflict. The bank updated its scenarios for downside and upside outcomes, lowered EBITDA and free-cash-flow forecasts, and highlighted regulatory and ope…
President Donald Trump told reporters he discussed U.S. arms sales to Taiwan with Chinese President Xi Jinping during talks in Beijing and said he would make a decision on the matter soon. Speaking aboard Air Force One as he returned from China, Trump said the leaders "talked a lot about Taiwan," denied any conflict over the issue, made no commitme…
Datavault AI reported a sharp year-over-year increase in first-quarter revenue and confirmed a full-year revenue target of at least $200 million. The Philadelphia-based company has signed more than $800 million in tokenization contracts, obtained a $120 million non-dilutive funding commitment from Scilex Holding Company, and launched initial GPU ed…
Barclays has produced a heat map comparing current UK economic indicators against past major energy shocks and concludes that second-round effects from the present energy price shock are likely to be closer to the pattern seen in 2011 than the persistent inflationary outcome observed in 2022. The bank adapted recent work from the European Central B…
Figma stock jumped sharply in pre-open trading after the design platform posted first-quarter 2026 results that surpassed Wall Street estimates on key metrics and pushed full-year guidance above consensus. Revenue accelerated to $333.4 million, EPS beat expectations, and management highlighted widespread seat expansion and early monetization of AI …
Gemini Space Station shares jumped about 19% in pre-open trading following a first-quarter 2026 revenue beat and a $100 million strategic investment from Winklevoss Capital Fund at $14 per share. The quarter showed 42% year-over-year revenue growth to $50.3 million, a sizable shift toward services and interest income, and a narrower-than-expected n…
Papa John’s International shares jumped 4.9% in premarket trading after reports that Nadeem Bajwa, operator of nearly 300 U.S. Papa John’s locations, intends to make a significant investment in Irth Capital’s bid to take the company private. The endorsement strengthens Irth’s existing $47-per-share proposal, which is backed by Brookfield Asset Mana…
Wolfe Research named Amazon, DoorDash, Meta Platforms and Chewy as its preferred internet-sector stocks for the coming 12 months. The firm flagged several macro and company-specific themes shaping investor focus, and detailed expected drivers for Amazon, Meta and DoorDash while citing broader criteria for potential winners among internet names.
UBS has downgraded BPER Banca to Neutral from Buy and reduced its 12-month price target to €12.50, citing limited upside following the stock's substantial outperformance. The move follows first-quarter results that missed expectations and prompted cuts to earnings and net interest income forecasts, while UBS raises certain cost and tax assumptions …
KB Securities has increased its KOSPI year-end target by 40% to 10,500 points, attributing the move to artificial intelligence-led earnings upgrades that have accompanied recent record highs. The broker expects index-wide operating profit to rise sharply through 2027, driven mainly by substantial profit gains at Samsung Electronics and SK Hynix, wh…
Britain's communications regulator, Ofcom, said X has committed to faster review times for suspected illegal hate speech and terrorist content in the U.K., restrictions on accounts tied to proscribed organizations, and quarterly performance reporting over the coming year. The agreement follows months of regulatory pressure and responds to concerns …
Indian stock indices ended lower on Friday, with the Nifty 50 down 0.19% and the BSE Sensex 30 down 0.21%. Sector losses in Metals, Real Estate and Oil & Gas were the principal drags. Market breadth favoured decliners on both exchanges, volatility as measured by the India VIX ticked up, and key commodity and currency moves included a fall in gold f…
Major U.S. equity benchmarks have reached unprecedented levels even as short-term volatility reappears. Amid that backdrop, a set of stocks identified by AI-driven models has produced sizable month-to-date gains, led by players in chip equipment, regional airlines, and energy, with several names up roughly 15% to 20% in May alone and some showing c…
Technoprobe jumped sharply after reporting record first-quarter 2026 results: consolidated revenues of €187 million, EBITDA of €69.2 million and EPS of €0.09, ahead of expectations. Management said 2027 financial targets will be pulled forward and raised into the current fiscal year, prompting a re-rating that pushed the stock to intraday 52-week h…
Anglo American stock fell 6.2% to 3,810p as a broad sell-off in London-listed miners followed a sharp reversal in sentiment tied to renewed US-Iran tensions. Volatility in precious and base metals, currency moves and a firmer rate outlook combined to pressure commodity-linked equities and weigh on the FTSE 100.
Fresnillo Plc’s stock plunged roughly 8% intraday to 3413p after silver and gold suffered steep reversals when peace negotiations between the US and Iran deteriorated. The deterioration in diplomatic sentiment, a tightening view on future interest-rate cuts and an already cautious analyst community left the pure-play precious metals producer expose…
Autosports Group Ltd shares rose 3.27% to A$2.21 after the company filed the investor presentation delivered by CEO Nick Pagent at the 2026 Macquarie Australia Conference. The lodged presentation and recent H1 FY26 results renewed institutional focus on the luxury automotive retailer, while analysts and market participants weighed the outlook again…
KB Securities has increased price targets for South Korea's SK Hynix and Samsung Electronics, arguing that intense AI infrastructure investment by large cloud operators is creating a structural memory supply shortfall. The brokerage predicts sharply higher DRAM and NAND prices through 2026, forecasts substantial profit gains for SK Hynix, and point…
A proposed 18-day strike at Samsung by more than 45,000 employees centers on a fight over bonus allocation amid an AI-driven surge in demand for memory chips. Management has proposed substantially larger awards for memory staff than for workers in logic chip design and foundry operations, prompting union warnings of talent loss, operational disrupt…
Antofagasta plunged 7.5% to 3,946p in trading after a broad slump in precious and industrial metals weighed on mining stocks in London. A retreat in commodity prices, renewed U.S.-Iran tensions that boosted the dollar, and a hawkish interest-rate outlook all contributed to sector-wide selling, with rival miners including Fresnillo and Anglo America…
