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
USA Rare Earth has agreed to acquire a 12.5% stake in French rare earth processor Carester for 40 million euros and is exploring the possibility of establishing a permanent magnet manufacturing facility in southern France. The transaction includes 15-year supply and offtake arrangements that would route material from the Round Top mine in Texas to …
A Morgan Stanley survey of chief information officers finds a small increase in expected IT spending growth for 2026 versus 2025, driven largely by software budgets and rising prioritization of AI/ML. Hardware, communications and services are expected to lag, while U.S. expectations outpace the E.U. and sentiment remains net cautious.
Norway's stock market closed higher, with the Oslo OBX rising 2.03% as energy majors and healthcare-related companies paced the session. Var Energi, Aker BP and Equinor were among the top gainers, while Norwegian Air Shuttle and several seafood names finished lower. Commodities and foreign exchange moves accompanied the equity gains.
The TA 35 finished the session higher, rising 2.64% to a new record close. Sector strength in Insurance, Financials and Real Estate underpinned the advance, with more stocks rising than falling on the Tel Aviv Stock Exchange. Commodities and currency moves included sharp gains in crude and a firmer shekel versus the dollar and euro.
U.S. equity indices rose sharply after a ceasefire announcement, with the Dow, S&P 500 and Nasdaq each up more than 2.5%. Several stocks highlighted by an AI-driven selection service recorded double-digit gains in a single day or month-to-date, while pro-rated strategies tied to the AI have produced substantial multi-month returns. The AI system re…
Greece's main stock index fell after the close on Thursday, dragged down by losses across the Banking, Telecoms and Household sectors. The Athens General Composite finished the session down 2.63%, with decliners substantially outnumbering advancers. Gold and crude futures rose, while major currency pairs were largely unchanged.
Canada’s main equity gauge pulled back on Thursday morning as investors recalibrated risk after a brief rally tied to a diplomatic breakthrough. The S&P/TSX Composite lost 150.94 points, or 0.45%, by 10:28 ET, while the S&P/TSX 60 dropped 8.66 points to 1,944.53. Volatility in energy markets - driven by uncertainty around the Strait of Hormuz and a…
Shares of Fox Corporation rose after reports that the U.S. Department of Justice has launched an investigation into whether the NFL engaged in anticompetitive practices that could harm consumers. The probe comes amid ongoing industry and congressional concern about the growing fragmentation of NFL game distribution across multiple channels and stre…
Ares Management funds will acquire all outstanding common shares and operating partnership units of Whitestone REIT for $19 per share in cash, valuing the neighborhood shopping center owner at approximately $1.7 billion. The Whitestone board has unanimously approved the transaction, which carries a 12.2% premium to the prior close and is targeted t…
Macquarie has started coverage of AppLovin with an outperform rating and a $710 price target, arguing the company's expansion into e-commerce advertising is an underappreciated multi-year growth opportunity. Analyst Aaron Lee estimates a total addressable market of $120 billion that could rise to $180 billion by 2030, cites positive channel checks …
Trading on Thursday produced notable price swings across market-cap tiers. Among mega-caps, Palantir led declines while Lam Research, Intel and Applied Materials posted gains. Large-cap software names broadly fell even as Bloom Energy rose. Mid- and small-cap groups featured outsized percentage moves, with several biotech and specialty technology n…
Shares of Palantir Technologies and several large software names fell Thursday as investors reacted to a wave of AI product announcements and comments from short seller Michael Burry highlighting competitive pressure from Anthropic. Broader software exposure, tracked by the iShares Expanded Tech-Software Sector ETF, dropped amid concern over Anthro…
Baird reports that lead times across several semiconductor product categories have increased, reflecting an acceleration of the upcycle that began in late first quarter 2025. MOSFETs, DC-to-DC converters, LCD driver ICs, discrete diodes, SiC products, FPGAs and DRAM have all seen notable lengthening of delivery windows, with several categories retu…
Bank of America analysts emerged from a series of management meetings with greater confidence in several U.S. power and utilities companies, citing persistent demand from data centers, an easing regulatory backdrop in some jurisdictions, and executives' track records executing large infrastructure programs. The firm kept Buy ratings on multiple nam…
Raymond James upgraded Maplebear, Instacart's parent, to Outperform and set a $50 price target, arguing that the formal launch of the Cart Assistant tool represents an underappreciated inflection for the online grocery platform. Analyst Josh Beck highlighted low current online grocery penetration, the potential of agentic shopping experiences to ra…
Starbucks has recruited Stephen Piacentini, formerly Chipotle's chief development officer and a veteran of Taco Bell, Arby’s and Jimmy John’s, to fill the role of coffeehouse design and development officer. The move, disclosed in an internal company message reportedly seen by The Wall Street Journal, comes as CEO Brian Niccol, a former Chipotle and…
Most Gulf equity markets fell after signs emerged that a fragile regional ceasefire may be under strain. Continued strikes on Lebanon, Iran's rejection of talks toward a lasting peace deal, and reported attacks on oil infrastructure raised investor concerns. Dubai led losses, Abu Dhabi and Qatar slipped, while Saudi Arabia's index was flat as Saudi…
Intel shares rose again Thursday, marking a 33% advance over the past five trading days. The move follows a multiyear agreement with Google Cloud to deploy Intel Xeon processors and co-develop custom IPUs, and comes after Intel’s announced participation in a collaborative chip production effort with SpaceX, xAI and Tesla.
Goldman Sachs cut its rating on Kosmos Energy to sell from neutral, citing a steep year-to-date rally that it says has left the stock expensive compared with larger-cap alternatives. The bank points to gains driven by improved production at the Tortue LNG project, heightened oil price sensitivity as mid-cycle Brent expectations moved toward Goldman…
Weight Watchers said it will offer Eli Lilly’s newly FDA-approved oral GLP-1 medication Foundayo (orforglipron) through its Med+ program, a move that sent Weight Watchers stock up 17%. The treatment will be provided through affiliated medical groups with clinician care, insurance support, and behavioral resources including the GLP-1 Success program…
SiFive raised $400 million from a group led by Atreides Management and Nvidia, lifting its valuation to $3.65 billion. The company, which licenses chip blueprints based on the RISC-V open standard, plans to use the capital to develop a central processor design for data centers. CEO Patrick Little said he expects this to be the company’s final priva…
Intel shares rose 1% following the announcement of a multiyear collaboration with Google to advance AI and cloud infrastructure. The pact confirms continued use of Intel Xeon processors across Google Cloud workloads and expands joint development of custom ASIC-based infrastructure processing units (IPUs) intended to offload networking, storage and …
American Airlines is increasing checked baggage fees for domestic and short-haul international flights and reducing certain benefits for basic economy passengers as a response to sharply higher jet fuel prices. The carrier raised the first and second checked-bag fees by $10 each starting Thursday, increased the third-bag charge to $200 in some case…
Intel and Google have expanded a partnership to deepen the use of Intel Xeon server processors, including the newest Xeon 6 chips, and to jointly develop custom infrastructure processing units (IPUs). The agreement reflects increasing demand for general-purpose CPUs as AI transitions from model training to broad deployment, and comes alongside Inte…
Corporate insiders and significant shareholders filed a range of purchases and sales on Wednesday, with notable open-market buys in Cartesian Growth Corp III, Lamb Weston, General American Investors, Kayne Anderson Energy Infrastructure Fund and Airsculpt Technologies. Large dispositions were reported at CoreWeave, Cloudflare, Robinhood Markets, PB…
