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.
30,173 total articles
Moody’s reported stronger first-quarter results with profit rising to $661 million, supported by growth in its analytics subscription business and a record quarter for its investor services ratings unit. The company also raised its full-year adjusted earnings per share forecast, even as its stock has declined year-to-date.
JPMorgan’s Oil & Gas team warns that several European airports and airlines face heightened risk this summer due to constrained jet fuel supplies. With Europe importing a significant share of its jet fuel from the Middle East and inventories already low, the bank says shortages could emerge as early as June under certain replacement scenarios, putt…
Shares of Willow Lane Acquisition Corp. (NASDAQ:WLAC) climbed 9% after Boost Run, the private company slated to merge with Willow Lane, reached a $1.44 billion purchase agreement with Dell Technologies for hardware, software and financing support designed to scale enterprise AI capacity across Boost Run’s colocation sites. The planned combination w…
AST SpaceMobile received Federal Communications Commission commercial authorization to provide direct-to-device cellular broadband from space across the United States, a decision that lifted its shares pre-market. The approval permits a non-geostationary orbit constellation of up to 248 satellites and the coordinated use of 700 MHz and 800 MHz low-…
Boeing reported a much smaller first-quarter net loss than analysts anticipated, signaling progress in its operational recovery. The planemaker posted a $7 million loss for the quarter and a core loss per share of $0.20, well ahead of the $0.83-per-share shortfall Wall Street had expected. Strong jet deliveries and an uptick in defense earnings con…
Alibaba Group shares rose about 2% after a report said the company is negotiating to invest in AI startup DeepSeek alongside Tencent. DeepSeek, owned by hedge fund High-Flyer Capital Management, recently began fundraising for the first time and has seen its valuation target move higher amid investor interest. Discussions are ongoing and both the va…
Palantir Technologies announced a $300 million Blanket Purchase Agreement with the U.S. Department of Agriculture to provide operational software supporting USDA’s National Farm Security Action Plan. The deal builds on the company’s work powering the Landmark platform and aims to streamline service delivery, accelerate payments, and consolidate leg…
Barclays revised ratings across its semiconductor coverage before first-quarter earnings, moving three stocks to Overweight and lowering one to Equal Weight while reinstating another at Underweight. The firm highlighted hard disk drives and radio frequency chipmakers as the most attractive pockets of value within a market where fundamentals are wid…
Citi Research says the UK government's recent moves to curb gas-driven electricity prices will probably not lower power costs materially. The broker argued that raising the Electricity Generator Levy (EGL) rate while leaving the £75/MWh threshold in place, combined with a voluntary Contracts for Difference (CfD) plan lacking key details, will fail …
Merck & Co announced a multiyear partnership with Google Cloud to accelerate artificial intelligence adoption across its drug development, regulatory, manufacturing and commercial operations. The drugmaker said it could invest as much as $1 billion over several years to fund AI infrastructure, engineering collaboration and licensing of Google’s Gem…
Philip Morris International trimmed its full-year adjusted earnings-per-share outlook amid mounting competition in nicotine pouch products and regulatory uncertainty surrounding its Zyn line. The company reported first-quarter revenue and adjusted EPS above consensus and said it had incorporated limited impacts from the Middle East conflict into it…
European utilities have outperformed the broader market in 2026, with battery storage and renewables names driving gains. UBS analysts argue the sector has room to run after multiple recovery and stronger earnings growth, and they single out RWE, Orsted and Grenergy as preferred holdings. The bank also highlights exposure risks in National Grid, Ve…
Australia's online safety regulator has served legally enforceable transparency notices on several leading gaming platforms, requesting detailed information about measures to prevent grooming, sexual extortion and radicalisation of children. Platforms named include Roblox, Microsoft’s Minecraft, Epic Games’ Fortnite and Valve’s Steam. Companies fac…
UBS analysts say the U.K. equity market is unusually concentrated, with the effective number of influential stocks in the low teens versus more than 50 in Europe. That structural crowding - concentrated ownership by U.S. investors and sector-level positioning in Energy and Consumer names - reduces the market's capacity to sustain a broad-based adva…
Cboe Global Markets said it will sell its Canadian and Australian equities exchanges to TMX Group for $300 million as part of a strategic realignment that shifts focus to higher-growth segments including derivatives, digital assets and prediction markets. The transaction, covering Cboe Canada and Cboe Australia, follows an earlier decision to exit …
Bank Indonesia maintained its policy rate at 4.75% on Wednesday, prioritizing measures to strengthen the Indonesian rupiah, according to a Bank of America research note. The central bank did not rule out further tightening but indicated it may rely on alternative instruments such as steering SRBI yields and intervening in offshore non-deliverable f…
A previously delayed internal CDC report indicating COVID-19 vaccines halved emergency department visits and hospitalizations among healthy adults this past winter has been blocked from appearing in the agency's primary scientific journal. The report's findings could not be independently verified. The Department of Health and Human Services did not…
AT&T reported stronger-than-expected net additions of monthly bill-paying wireless phone subscribers in the first quarter, driven in part by customers taking bundled wireless and home fiber services. Revenue rose about 3% to $31.5 billion, and the company reorganized its segments to spotlight an advanced connectivity unit that saw roughly 5% revenu…
Indian benchmark indices closed lower on Wednesday as declines in Technology, Fast Moving Consumer Goods and Healthcare sectors pressured markets. The Nifty 50 fell 0.81% and the BSE Sensex slipped 0.95%. Notable moves included a sharp drop in HCL Technologies to 52-week lows and a rally in NTPC to 52-week highs. Broader market breadth favored adva…
GE Vernova increased its 2026 revenue guidance after robust order intake driven by data center demand. The company reported $18.3 billion in first-quarter orders, organic growth above 71%, and stronger core profits in its electrification and power divisions, prompting an upward revision to its forecast.
The U.S. military recently introduced a Ukrainian-made counter-drone command-and-control system, Sky Map, at Prince Sultan Air Base in Saudi Arabia and brought in Ukrainian personnel to train U.S. forces on its use. The deployment comes as the base has endured repeated waves of drone and missile strikes, including attacks that destroyed aircraft, d…
A rupture in Peru’s principal gas pipeline in March, which precipitated the nation’s most severe energy crisis in two decades, followed years of formal warnings from regulators about geotechnical risks and maintenance shortcomings. More than 75 official reports dating back to 2005 record at least 13 failures and repeated findings that operator TGP …
ASML’s leadership told investors the company will not repeat past bottlenecks after investments in capacity and productivity, while cautioning the biggest threat would be failing to deliver equipment on time. Management also commented on potential U.S. export restrictions to China and the implications for global capacity.
Exxon Mobil is reportedly weighing the sale of its Esso-branded service stations in Hong Kong. People familiar with the matter say the company has hired a financial adviser and held initial talks with several potential buyers, with the assets expected to attract a sale price in the low hundreds of millions of dollars. Bloomberg has reported the com…
TE Connectivity forecast third-quarter adjusted earnings slightly above analyst expectations while warning that supply-chain disruptions linked to the Iran war have driven up costs for transportation and oil-derived materials, potentially requiring the company to pass those higher costs to customers to preserve margins.
