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.
30,141 total articles
As demand for AI compute surges, former cryptocurrency mining sites are rapidly being converted into data centers. Jefferies identifies Cipher Digital, Core Scientific, Hut 8 and TeraWulf as leading candidates to capture the AI infrastructure opportunity, arguing that tenant mix, access to capital and the ability to deliver projects on time will de…
Cancer centers across the United States are rapidly organizing to enroll patients in an expanded access program for Revolution Medicines' experimental pancreatic cancer pill, daraxonrasib, after the Food and Drug Administration authorized the program on May 1. The program follows trial results showing daraxonrasib roughly doubled median survival fo…
Futures on the S&P 500 and Nasdaq moved to fresh record levels as Nvidia shares gained in premarket trading, lifting technology-heavy benchmarks. Investors monitored progress at a high-level U.S.-China summit and awaited key U.S. economic data, including April retail sales and weekly jobless claims. Broader market gains have continued despite conce…
White House officials are increasingly focused on short-term measures to blunt the domestic pain from rising gasoline prices as the conflict with Iran drags on. With nationwide averages topping $4.50 a gallon and some states already above $5, policymakers are considering a temporary suspension of the federal gas tax, among other steps, to provide v…
KNDS is discussing the transfer of Mercedes-Benz’s Ludwigsfelde factory, including roughly 2,000 employees, in a deal that could start with a partial lease and proceed to full acquisition. At the same time, KNDS is exploring a potential takeover of Volkswagen’s Osnabrueck plant. Both vehicle makers confirm ongoing discussions with multiple parties …
The Senate Banking Committee circulated the text of the Clarity Act, a comprehensive legislative proposal intended to establish which federal agencies regulate cryptocurrencies and to set specific rules across five core areas: stablecoin rewards, anti-money-laundering obligations, exemptions for certain crypto fundraising, standards for decentraliz…
JPMorgan has made a concerted push to cultivate relationships with founder-led, venture-backed companies early in their life cycle and to expand those ties across lending, capital markets and advisory. That approach helped the bank top global technology investment banking fees in the first quarter, outpacing rivals by packaging full-firm capabiliti…
Wolfe Research's updated Medicaid enrollment tracker for March and April indicates ongoing declines in state Medicaid membership. Elevance Health offers the most conservative 2026 enrollment outlook at negative 8%, while other major insurers report year-to-date membership drops and revised attrition guidance.
Goldman Sachs upgraded Epiroc AB to a buy rating and increased its 12-month price target to SEK315 following the miner equipment maker's first-quarter 2026 results. The bank cited a 23% rise in group organic orders, a return of adjusted operating margins above 20% for the first time since Q1 2024, and a record SEK1.28 billion in large orders as evi…
Cisco Systems said it will cut nearly 4,000 jobs and redirect investment toward AI-related technology, while raising its revenue outlook on robust hyperscaler demand. The announcement preceded a 19% jump in premarket trading, which, if sustained, would push the stock toward a record high and add roughly $75 billion to market value at a quoted price…
A UBS analysis of first-quarter 2026 shipments shows AMD and ARM capturing additional unit share in the server CPU market at Intel’s expense, even as overall server CPU volumes rose against normal seasonal declines. The report also flags weaker-than-expected PC shipments and projects substantial server CPU market growth through 2030 driven by hyper…
Deutsche Bank lowered its rating on Douglas AG (ETR:DOUn) to "hold" from "buy" and reduced its price target to €10.50 from €16, citing a softer consumer environment, faster online growth in the premium beauty segment where Douglas has less differentiation, and intensifying competition from Amazon. The bank also trimmed FY26 and FY27 EPS estimates b…
Nexon shares fell about 4.0% after the company reported Q1 2026 results that beat prior expectations but included a large, non-recurring foreign exchange gain. Revenue and operating profit both rose year-on-year, and profit attributable to owners more than doubled, yet investor response was muted as management kept a cautious tone on full-year visi…
Nvidia shares rose in premarket trading after reports that U.S. regulators have authorized roughly 10 Chinese firms, along with several distributors, to purchase the company’s H200 AI accelerators. Despite those approvals and comments from Nvidia leadership, no deliveries have been completed, and Chinese buyers have paused orders amid tightened scr…
European markets are broadly higher amid a more constructive macro backdrop, but Italian stocks are producing the most pronounced breakouts. Quantitative, AI-driven screening that combines long-term financial histories, valuation signals, and momentum identified several Italian companies with compelling risk-reward profiles. Subscribers to the AI s…
Nokia rallied more than 7% after Cisco delivered quarterly results that outpaced expectations and raised its AI-related order and revenue forecasts. Cisco reported double-digit revenue growth, strength in networking product orders and updated guidance for the fiscal fourth quarter, prompting a broad uplift in networking-sector sentiment.
European equities rose modestly on Thursday as enthusiasm around artificial intelligence provided support against ongoing worries about a stalled U.S.-Iran peace process and attention on an upcoming U.S.-China summit. The STOXX 600 and FTSE 100 posted gains, British GDP surprised to the upside for March, and markets continue to price in further Eur…
European equity indices advanced modestly on Thursday as investors monitored U.S. President Donald Trump’s meetings in China with President Xi Jinping. Early European bourses posted small gains, while markets assessed the potential for progress on trade, the prospect of talks related to the Iran war, and the impact of higher oil prices. Corporate h…
British equity markets traded with a mild positive bias after UK GDP data for the first quarter showed 0.6% quarter-on-quarter growth and investors responded to a warm initial exchange at the U.S.-China summit in Beijing. Services led the UK expansion while construction and production also grew, and corporate headlines included mixed results and M&…
Bitcoin dropped below the $80,000 threshold amid rising worries that stronger-than-expected U.S. inflation data could keep interest rates elevated. Crypto markets were subdued ahead of a Senate Banking Committee "markup" on the Clarity Act and as leaders met during a high-level U.S.-China summit in Beijing. Major altcoins mostly fell in step with B…
Fanuc Corp's stock climbed to an all-time high after the company announced a strategic collaboration with Google to incorporate Google Cloud technologies and Intrinsic software into industrial robots using physical AI. The move follows Fanuc's recent shipments of more than 1,000 robots equipped with physical AI and precedes a planned demonstration …
Australian equities ended Thursday's session higher, with the S&P/ASX 200 rising 0.12%. Strength in Financials, Utilities and Industrials supported the market, while individual large-move names produced a mixed picture: Megaport led gainers with a sharp jump, and GrainCorp slumped to a three-year low. Volatility eased and commodity prices moved une…
Taiwan's benchmark index closed modestly higher, supported by strength in optoelectronics, glass and machinery names. Several small-cap stocks rose 10% to session highs while a handful of other issues posted sharp declines, including an energy stock reaching an all-time low. Commodity and currency markets showed mixed moves alongside a marginal dip…
U.S. export licenses have been granted to roughly 10 Chinese firms and several distributors to acquire Nvidia's H200 AI accelerators, including Alibaba, Tencent, ByteDance, JD.com, Lenovo and Foxconn, but no shipments have taken place. The approvals come as Nvidia CEO Jensen Huang travels to China after joining a White House delegation, yet sales r…
Elon Musk arrives in China amid contrasting reactions: celebrated for his technology leadership and criticized for service missteps and satellite dominance. Tesla remains influential in the Chinese market, but rising domestic competition, regulatory scrutiny over data and satellites, and potential export controls create a complex environment for hi…
