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.
30,178 total articles
Piper Sandler recommends investors concentrate on large-cap medical technology companies that exhibit strong free cash flow, conservative leverage and consumer cyclical exposure, identifying DexCom Inc. and STERIS plc as preferred holdings. The firm cautions that a broader sector recovery could be several quarters away and may align with a domestic…
JPMorgan Chase has appointed Firdaus Pohowalla as a managing director to its North America mid‑cap mergers and acquisitions group, according to an internal memo. Pohowalla brings nearly 30 years of advisory experience in industrial automation, supply‑chain technology and capital‑goods sectors, and will be based in Seattle reporting to the co‑heads …
On March 10, Meta Platforms announced it has acquired Moltbook, a social network designed for AI agents, and will integrate its co-founders into Meta Superintelligence Labs. The move highlights intensified competition among major technology companies to secure AI talent and experimental agent technology. Moltbook, launched in late January as a nich…
Porsche’s recently appointed chief executive is expected to emphasize aggressive cost reductions and a renewed commitment to combustion-engine vehicles as he addresses investors in his first earnings update. The company faces a steep recovery path after a dramatic fall in margins, shrinking share value since its 2022 listing, a costly shift toward …
Deutsche Bank upgraded Teladoc Health from Hold to Buy, assigning an $11 price target that implies roughly 108% upside. The bank highlighted Teladoc's low implied valuation - about 4.2 times its 2026 EBITDA estimate - and management's plan to reorient BetterHelp toward insured therapy services as reasons the stock may be materially undervalued.
Barclays strategists have shifted their stance toward U.S. Value equities, adopting a 'Value positive, Growth neutral' view while downgrading Momentum to negative. The bank points to elevated oil prices, growing inflation expectations and improving consumer sentiment - alongside supply shock concerns tied to the Iran conflict - as factors that tilt…
Google has started a global beta rollout of expanded Gemini AI features across Docs, Sheets and Slides, with Drive functionality available in the U.S. These additions allow Gemini to draw from users' files, emails and web sources to create, refine and format documents, spreadsheets and presentation slides. The capabilities are restricted to Google …
Shares of Ondas Inc. rose after its defense subsidiary, 4M Defense, secured a $15.8 million initial contract for a multi-phase land-clearance program in Israel. The award is the opening phase of a national effort that could total roughly $60 million if follow-on phases are authorized. The work covers about 740 acres along the Israel-Syria frontier …
Shares of Via Transportation fell about 2% after short seller Bleecker Street Research published a report asserting Via functions largely as a labor-heavy transit contractor rather than a software-centric platform. The report, based on a review of more than 100 contracts for the $2.4 billion market cap company, argues that service hours, driver hou…
Tuesday’s session featured notable price moves across market-cap tiers. Semiconductor names and select automakers climbed, while several biotechnology and data analytics stocks declined. The lists below capture the largest percentage changes reported across mega-cap, large-cap, mid-cap and small-cap groups.
Hims & Hers stock rallied further on Tuesday after a strategic collaboration with Novo Nordisk enabled the company to sell commercially available Ozempic and Wegovy products, including an upcoming pill form, and prompted several analyst upgrades. Novo Nordisk also withdrew its lawsuit against Hims & Hers, decreasing legal uncertainty. Brokerages ra…
Deutsche Bank has revised its outlook for technology stocks in the United States and Europe, upgrading the sectors from 'underweight' to 'neutral' and shifting to an 'overweight' stance on software. The bank cites a months-long software rout tied to AI disruption fears that left valuations thin, but now points to resilient earnings and an absence o…
Rothschild & Co Redburn upgraded Intuit Inc to Buy from Neutral and lifted its price target to $700 from $670, arguing that Intuit’s flagship products possess structural advantages that make them difficult for AI-only competitors to displace. The broker projects mid-teens growth in revenue and free cash flow over the next five years and notes broad…
U.S. corporate insiders sold substantially more shares than they bought in February, producing the widest net selling gap since July 2024. Data show a sharp rise in the seller-to-buyer ratio, a surge in recorded selling instances and large dollar volumes tied to executive sales, particularly among S&P 500 companies. Observers caution that while som…
Exxon Mobil has evacuated non-essential personnel from its Middle East operations and trimmed certain activities to manage inventories, CEO Darren Woods said in an interview. The company, a minority partner in projects across the UAE, Qatar and Saudi Arabia, has taken these steps as tanker traffic through the Strait of Hormuz is under pressure amid…
President Javier Milei is scheduled to address investors at JPMorgan’s Midtown Manhattan headquarters as part of an Argentina Week roadshow intended to convince financiers that Buenos Aires’ economic overhaul can endure amid a spike in oil prices, a stronger dollar and increased investor caution toward emerging markets.
B. Riley Securities initiated coverage of Strategy (formerly MicroStrategy) with a Buy rating and a $175 price target, citing the company's market-leading Bitcoin treasury, diversified capital structure and cash reserves. The firm also began coverage on Strive with a Buy and $12 target. The analyst noted sector-wide stress after Bitcoin's sharp cor…
Deutsche Bank has moved to a more positive stance on software shares, upgrading tech from Underweight to Neutral and taking an overweight position on software within the sector. The bank said worries about AI-induced disruption have diminished, while recent earnings trends and valuation gaps support a reconsideration of software equities for growth…
Spirit Airlines has recalled close to 500 pilots who were furloughed last year as the ultra-low-cost carrier prepares to emerge from its second Chapter 11. The recall follows a restructuring agreement with lenders and comes amid higher-than-expected pilot attrition, prompting the airline to refocus operations on core routes and peak travel periods.
Amazon.com Inc. has begun marketing one of the largest corporate debt offerings on record, aiming to raise between $37 billion and $42 billion in combined dollar and euro bond markets. The proposal includes a U.S. high-grade sale across as many as 11 tranches and a potential eight-part euro debut, with proceeds earmarked for artificial intelligence…
Amazon.com is marketing a major bond package valued at roughly $37 billion to $42 billion, selling securities denominated in U.S. dollars and euros across multiple tranches to support spending on artificial intelligence infrastructure. The offering, which includes U.S. high-grade bonds in up to 11 tranches according to a regulatory filing, is the l…
Morgan Stanley upgraded CrowdStrike to Overweight and designated the company a Top Pick, raising its price target to $510 from $487. Analysts pointed to AI-driven security capabilities, expanding platform adoption across cloud and identity security, and improving endpoint win rates as drivers that could sustain revenue growth above 20% for several …
British equities advanced on Tuesday as comments from U.S. President Donald Trump that the Middle East conflict could be drawing to a close prompted a relief rally and a drop in oil prices. At 13:21 GMT the FTSE 100 was up 1.5% and the pound strengthened to 1.3461 against the dollar. Major European benchmarks also rose, while a string of UK corpora…
Henkel AG shares gave back earlier gains and were up 0.3% on Thursday as investors awaited the company's fiscal 2025 results. Morgan Stanley warned of a muted organic sales growth outlook for fiscal 2026, citing a range of headwinds across the Adhesives and Consumer Goods divisions, weaker peer guidance, rising gas costs and regional exposure in th…
Vertex Pharmaceuticals saw its stock climb in premarket trading after reporting positive Phase 3 results for povetacicept in IgA nephropathy. The RAINIER trial met its primary interim endpoint with a near 50% placebo-adjusted reduction in proteinuria at 36 weeks and a meaningful share of patients reaching KDIGO proteinuria targets. Safety signals a…
