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.
20,596 total articles
The U.S. upstream mergers and acquisitions market recovered in the fourth quarter of 2025, recording $23.5 billion in announced transactions and lifting total annual activity to $65 billion, according to analytics firm Enverus. The quarter's rebound was fueled by a mix of refunded private equity groups, increased use of asset-backed securitization,…
Wells Fargo began coverage of HeartFlow with an Overweight rating, citing a structural shift toward coronary CT angiography (CCTA) that should lift demand for the company’s CT-based blood-flow and plaque analysis tools. The bank projects significant volume growth in CCTA and forecasts HeartFlow revenue rising more than 20% annually over the next th…
The S&P 500 surpassed 7,000 points for the first time, driven largely by enthusiasm around artificial intelligence and strong performances across technology-related names. Recent corporate results and guidance in the semiconductor and enterprise-software segments contributed to the advance, while traders await earnings from several large technology…
Kepler Cheuvreux singles out five European aerospace and defence names as preferred picks into 2026, arguing that sustained defence spending and a recovering commercial aviation cycle underpin attractive long-term cash flow and returns for select companies despite elevated valuations. Key differentiators will be market share strength, program execu…
The U.S. upstream mergers and acquisitions market recovered in the fourth quarter of 2025, with announced deal value totaling $23.5 billion and lifting full-year activity to $65 billion, driven by returning private equity buyers, greater use of securitized finance, and a surge in international acquisitions, Enverus reported.
Baird initiated coverage of Coinbase with a Neutral rating, describing the exchange as a solid growth franchise but warning that recent declines in trading volumes and lingering regulatory uncertainty limit upside. The firm highlighted Coinbase's revenue mix, growing subscription income and market share advantages, while setting a $240 price target…
Snap said Wednesday that its augmented reality glasses development effort will operate under a newly formed, wholly owned subsidiary named Specs Inc. The company said the new structure is designed to deliver "greater operational focus and alignment" as it readies Specs AR glasses for a planned 2026 launch. Snap also highlighted the subsidiary's rol…
Latvia's state-majority airline is engaging advisers to assess the sale of a minority stake after plans for a public listing were pushed back. The government has directed the carrier to evaluate private funding alternatives alongside a delayed IPO, while signaling intent to keep majority influence, the airline's headquarters in Riga and its regiona…
PicPay, one of Brazil's largest digital banks, is set to price its U.S. initial public offering at the top of its $16 to $19 per share range, according to a source familiar with the transaction. Demand for the offering has reportedly surpassed $4.5 billion, about ten times the capital the company expects to raise, which would place the firm's marke…
Hughes Beuzelin, founder and CEO of BDL Capital Management, told an audience in Milan that heavy-handed regulation and market structure trends are undermining European stock markets. He said the rise of passive, index-tracking funds - which tend to follow U.S. and global indexes - is diverting European savings into U.S. companies, while a shortage …
Shares of 5E Advanced Materials Inc. (NASDAQ:FEAM) dropped sharply in premarket trading following the company's filing for a public offering of up to $30 million of common stock. The filing assumes a $3.44 per-share offering price, corresponding to the last reported Nasdaq sale, but the final price will be set with placement agent Konik Capital Par…
Bank of America upgraded Texas Instruments to Neutral from Underperform and Microchip Technology to Buy from Neutral, citing early indicators of an industrial recovery and rising demand from data centers, aerospace and autos. The broker raised price targets and lifted 2026-27 earnings estimates for both companies, highlighting improving backlogs, o…
CoStar Group's stock gained 2.7% after the company issued a formal rebuttal to a critical letter from activist investor Third Point LLC. CoStar defended its continued investment in Homes.com, highlighted strong subscriber growth, and laid out governance changes and capital reallocation measures, including a planned reduction in net Homes.com invest…
Volkswagen intends to increase exports of cars manufactured in China to markets outside Europe, focusing on South-East Asia, the Middle East and South America. Company leaders say China-made models benefit from lower costs, but Volkswagen faces ongoing pressure in its domestic China business amid intense competition and the need for further cost re…
Progressive posted a 25% increase in fourth-quarter profit, supported by higher personal auto policy volumes and an 8% rise in net premiums written. The insurer also said long-serving Chief Financial Officer John Sauerland will retire this summer, with Chief Strategy Officer Andrew Quigg slated to succeed him after a transition period. The company …
Snap Inc. said Wednesday it has formed a separate subsidiary, Specs Inc., to oversee the development and launch of its consumer augmented reality (AR) glasses. The announcement, which highlighted plans for an independent operating structure and possible outside investment, coincided with a roughly 4% rise in Snap shares. The company said the move i…
Snap is establishing a standalone division called Specs for its augmented reality smart glasses, opening the unit to minority investment and hiring nearly 100 global roles as it advances toward product launch. The move comes amid growing interest in smart eyewear led by Meta's Ray-Ban offerings, and follows industry warnings that success will hinge…
Spotify announced that it paid out more than $11 billion to the music industry in 2025, marking the largest annual payment from a retailer on record. Payouts increased by over 10% from the prior year, with independent artists and labels accounting for 50% of royalties. The company highlighted its payout formula and said it is reinvesting retained r…
Spotify disclosed that it paid out more than $11 billion to the music industry in 2025, the largest annual payment from a retailer to the music business on record. Payouts rose by over 10% versus 2024, with independent artists and labels receiving half of all royalties. The company says it returns roughly two-thirds of music revenue to rights holde…
Insider disclosures filed late this month reveal sizable stock purchases at Mirum Pharmaceuticals, Hycroft Mining and Intel, while senior executives at Goldman Sachs, AutoZone, Northern Trust and Wayfair reported multimillion-dollar sales. The filings span transactions executed between January 23 and January 26, 2026, and include option exercises, …
Altimmune Inc. disclosed a $75 million registered direct offering of common stock to a new institutional investor, a move that coincided with a roughly 6.2% decline in premarket trading. Proceeds are earmarked to support preparation for a Phase 3 trial of pemvidutide in metabolic dysfunction-associated steatohepatitis (MASH) and for general corpora…
GRI Bio Inc reported additional RNA-sequencing evidence from its Phase 2a trial of GRI-0621 in idiopathic pulmonary fibrosis (IPF) showing significant changes in genes tied to lung injury, myofibroblast activation, and fibrosis progression versus placebo. The company says the pattern of gene expression supports mechanisms consistent with fibrosis r…
Immix Biopharma's stock climbed 5% after the U.S. Food and Drug Administration awarded Breakthrough Therapy Designation to NXC-201 for relapsed/refractory AL Amyloidosis. The decision was based on interim results from the NEXICART-2 Phase 2 trial presented at the American Society of Hematology meeting in December 2025. The company plans to complete…
Itron said it is deepening its strategic collaboration with Microsoft by introducing an Itron Intelligent Edge Operating System (IEOS) Connector for Microsoft 365 Copilot, enabling utilities to query operational data with natural language. The announcement, which also includes plans to offer Itron solutions through the Microsoft Marketplace and to …
Morgan Stanley upgraded Johnson & Johnson to Overweight from Equal weight and increased its price target to $262 from $200, citing accelerating commercial momentum from a slate of recent and forthcoming drug launches. The bank now forecasts earnings that are about 20% above consensus on aggregate and expects revenue and earnings to grow faster than…
