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.
29,562 total articles
MDA Space secured a $474 million increase to its contract with Telesat LEO ULC to build an additional 27 AURORA satellites for the Telesat Lightspeed low Earth orbit constellation, bringing MDA's total build commitment to 225 satellites. The expansion also reallocates 500 MHz of military Ka-band spectrum to satellites now under construction, and th…
Fabrinet stock climbed 16.2% in morning trading to $529.77 as pre-earnings optimism and heightened options activity attracted fresh speculative and institutional interest. The move comes ahead of the company’s August 17, 2026 Q4 and fiscal year results, and follows strong recent quarterly results and guidance that imply robust year-over-year growth…
The S&P 500 touched an intraday record high for the first time since early June, supported by positive AI-driven guidance from Caterpillar and Palantir and investor optimism about a possible near-term agreement to reduce Middle East tensions. Broader market gains followed encouraging earnings and outlooks from major AI-focused companies, while the …
Bernstein has begun coverage of China's publicly traded artificial intelligence labs with a favorable long-term view on the sector. The firm rates Z.ai Outperform with a HK$1,350 price target and places Minimax at Market-Perform with a HK$275 target, arguing that frontier AI development will remain a strategic priority in China and that evolving co…
Bank of America analysts say semiconductor capital equipment stocks look increasingly attractive after multiple firms lifted their 2026 wafer fabrication equipment guidance to $150-$160 billion, implying roughly 30% year-over-year growth. The bank singled out Lam Research, Applied Materials, MKS Instruments and Teradyne as top picks, citing market …
The S&P 500 is trading just below its all-time high and the Dow is near historic peaks, even as a raft of technical signals registers overbought. Momentum remains strong, but rising short interest and stretched oscillators narrow the reward-to-risk profile for new buyers.Key technical readings show elevated RSI and broad moving-average strength, wh…
Three people familiar with U.S. defense stockpile figures say the Army has used much of its inventory of long-range precision, surface-to-surface missiles during the five-month campaign against Iran. The munitions primarily include Army Tactical Missile Systems (ATACMS) and the newer Precision Strike Missiles (PrSM). Additional sources and a separa…
Polymarket is conducting early discussions to secure roughly $1 billion in new funding at a valuation exceeding $20 billion, according to people familiar with the matter. The talks follow an April financing that valued the company at $15 billion and included a $600 million investment from Intercontinental Exchange. The company has not responded to …
Advanced Micro Devices reports after the bell with Wall Street penciling in $1.61 in EPS and $11.29 billion in revenue. Recent large strategic commitments and mixed technical setups suggest elevated volatility for AMD and related semiconductors, while strong guidance from equipment names has created a constructive backdrop for chipmakers and capita…
CoreWeave announced an expansion into Indonesia with three new facilities, marking the firm's first data-center presence in the Asia-Pacific region. The sites will add 360 megawatts of contracted power, be owned and operated by CoreWeave, and will be staffed by a locally trained team. The move supplements a global footprint of 49 data centers as of…
Two large U.S. banks present contrasting investment cases ahead of the next phase of the interest-rate cycle. JPMorgan posts higher profitability and diversification, trading at a premium for quality. Bank of America appears more sensitive to rates and is priced with a larger fair-value discount that could deliver outsized gains if net interest inc…
Aehr Test Systems' stock rose 6.2% in pre-market trading after the company disclosed a follow-on production order for a fully automated FOX-XP multi-wafer burn-in system from its lead silicon photonics wafer-level burn-in customer. The system is configured with nine independent WaferPak blades, each able to deliver up to 3,500 watts, and is intende…
Regulatory filings disclosed a series of material insider transactions on Monday for U.S.-listed companies. Company officers and directors reported both sizable purchases and large disposals across a range of industries, with transactions recorded on July 30, July 31 and August 3, 2026. The activity includes concentrated buying by several executive…
Aehr Test Systems shares climbed in premarket trading after the company secured a follow-on production order from its lead silicon photonics wafer-level burn-in customer. The order covers a fully automated FOX-XP multi-wafer production burn-in system configured with nine WaferPak test blades, each capable of delivering up to 3,500 watts, and is sch…
Goldman Sachs upgraded J Sainsbury to 'neutral' from 'sell' and raised its 12-month price target to 360 pence from 325 pence after the grocer announced the sale of Argos to Swift Partners. The bank says the disposal removes the primary risk behind its previous negative stance by confirming management's willingness to make strategic changes concentr…
Truist Securities trimmed its rating on Intuit to Hold from Buy and cut its price target to $350 from $410, citing a softer growth outlook and a scarcity of near-term catalysts. Analyst Arvind Ramnani flagged a potential J-curve in growth, trade-offs across TurboTax, Mailchimp and desktop small-business software, and downward revisions to revenue f…
US wheat futures retraced about 1.1% in pre-open trade after climbing to roughly a two-year high in the prior session. The pullback reflects profit-taking after a geopolitically-driven rally rather than a change in the wider supply story, with global production cuts and falling stocks still underpinning prices despite signs of logistical adaptation…
Window dressing is often treated as a December phenomenon, but institutional positioning commonly begins months earlier. With 2026 dominated by a storage/memory supercycle and an AI infrastructure surge, fund managers who lack exposure to these themes are likely to buy names ahead of quarter-end disclosures so they can show client-facing winners on…
Lam Research and Applied Materials both rallied in pre-market trading, but the fundamentals and immediate narratives differ. Lam delivered a record quarter with strong guidance and superior returns-on-capital metrics, while Applied heads into an Aug. 13 earnings report that has drawn high-profile analyst attention but also notable insider selling. …
Futures tied to Canada’s commodity-heavy main index moved up Tuesday as gold strengthened and oil reversed earlier gains following renewed signs that diplomatic negotiations may ease tensions in the Middle East. U.S. futures also climbed as traders digested mixed signals around potential U.S.-Iran talks and awaited major corporate earnings.
SharonAI Holdings Inc. stock climbed 5.0% in pre-market trading to $55 after the company revealed a five-year cloud computing services agreement worth $373 million with an unnamed global AI platform. The contract augments an expanding portfolio of long-term deals tied to SharonAI's AI infrastructure buildout in Australia and supports analysts' emph…
Deutsche Bank upgraded Palantir Technologies to Buy from Hold following second-quarter results the firm described as exceptional. Analyst Brad Zelnick highlighted rapid revenue acceleration, sizable gains in U.S. Commercial business and growing differentiation through Palantir's Sovereign AI and AIP platform. The bank retained a $200 price target, …
Dell Technologies and Hewlett Packard Enterprise have followed divergent paths into the AI infrastructure market. Dell's outsized revenue growth and ambitious FY27 server target contrast with HPE's quieter pivot toward networking, GreenLake services and government work. Valuation, margin quality, customer concentration and analyst upside separate t…
Sharon AI Holdings reported a five-year cloud computing services contract with a global AI platform worth $373 million, prompting a 5% rise in premarket trading. The Australian Neocloud provider will deploy compute within its domestic AI infrastructure, with revenue expected to begin in the first quarter of 2027. The deal leaves Sharon AI with 120M…
Walmart shares fell in pre-market trading after Oppenheimer cut its rating to Perform from Outperform and withdrew a $140 price target, pointing to potential top-line pressure in the company’s U.S. pharmacy business linked to the Inflation Reduction Act. The downgrade, issued just over two weeks before Walmart reports Q2 results on August 20, comes…
