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.
29,438 total articles
European software equities have fallen over 40% from their July peak as investors recalibrate valuations amid mounting AI-related worries. UBS research led by Michael Briest highlights sharply lower forward P/E ratios across its coverage and calls for a longer-term view that incorporates IFRS and non-IFRS metrics, recurring revenue multiples and fr…
Applied Materials reported guidance for the second quarter that topped analyst expectations, prompting an 11.7% premarket jump in its shares. Management attributed the stronger outlook to accelerated industry investment in AI computing and rising demand for higher-performance, energy-efficient chips across logic, high-bandwidth memory and advanced …
Norwegian Air Shuttle says it will not adopt Starlink inflight Wi-Fi at present, with CEO Geir Karlsen citing the airline's current paid-service arrangement and limitations on passenger charging and Boeing 737 certification. Major carriers are signing up to Starlink, but low-cost airlines that rely on ancillary revenue are less inclined to switch.
Nissan Motor's stock climbed nearly 9% after the company reported a swing to operating profit in the third quarter of its fiscal year ending March, posting a gross-margin beat despite revenue coming in below consensus. Macquarie upgraded the stock to Neutral and raised its price target after highlighting favourable foreign exchange, better-than-exp…
Shares of major European defense contractors rose on Friday after the UK unveiled an air-defense support package for Ukraine valued at over £500 million. The announcement includes direct missile deliveries, a £150 million contribution to NATO's PURL, a Belfast-made missile order, and future shipments of missiles and artillery rounds coordinated thr…
ByteDance is reported to be in advanced negotiations to sell Shanghai Moonton Technology, the studio behind Mobile Legends: Bang Bang, to Saudi Arabia's Savvy Games Group for between $6 billion and $7 billion. Two people with direct knowledge of the discussions said the firms have agreed on broad terms and that the transaction could close as soon a…
Prysmian stock declined further Friday after media reports suggested Donald Trump might reverse some tariffs on aluminium and other metal goods. The news coincided with falls in aluminium futures on both the Shanghai Futures Exchange and the London Metal Exchange, prompting market moves across metal-related sectors.
SoftBank Group's stock plunged 8.9% after its December-quarter disclosure that ARM and OpenAI together comprise 65% of the company's net asset value (NAV). The conglomerate's NAV fell 1% from the end of September to February 11, with offsetting moves between ARM and additional OpenAI investment leaving the broader portfolio largely unchanged. The N…
Elliott Investment Management said it will not tender its Toyota Industries holdings into the extended tender offer at the current price and has called on other shareholders to follow and to withdraw any shares already tendered. Following the announcement, Toyota Industries shares rose 2.33% to 20,450 yen.
Capgemini Chief Executive Aiman Ezzat rejected calls for complete technological sovereignty in Europe, saying absolute control over the full technology value chain is unattainable. He urged policy-makers to pursue tailored sovereignty solutions that balance regulatory objectives with the need for businesses to access AI and cloud services, while hi…
Heijmans delivered strong 2025 financial results, with group revenue rising 7.3% to €2.77 billion and adjusted EBITDA climbing 26.8% to €252 million. Net profit increased 44.4% to €130 million and the company raised its dividend to €2.37 per share. The order book expanded to €3.68 billion, and management provided optimistic 2026 guidance targeting …
Logistea reported fourth-quarter results that were broadly in line with market forecasts. Income from property management slightly exceeded consensus, net operating income matched expectations, and the company proposed a dividend above analyst forecasts. Modest property revaluations and a small dip in occupancy were offset by an improved cost of fi…
Jenoptik AG reported preliminary full-year 2025 sales of about €1.05 billion, a 6% decline year-over-year, and preliminary EBITDA of roughly €192 million, down 13% versus 2024. Fourth-quarter orders were weak, leaving the full-year book-to-bill at 0.95x and the Q4 book-to-bill at 0.75x. Management expects a return to revenue growth and margin impro…
Tietoevry has increased its 2026 cost-savings target and is focusing on margin improvement despite a soft top-line outlook. The company reported a 2% organic revenue decline in Q4 2025, significant progress on adjusted EBITA margin, and substantial headcount reductions. Management expects modestly negative to flat organic growth in 2026 but is aimi…
Saudi-backed Midad Energy has signed a term sheet to acquire Lukoil’s targeted overseas assets, submitting an all-cash offer held in escrow. The agreement, finalized in late January, is subject to approvals from multiple regulators, including the U.S. Treasury, as the parties work through sanctions-related constraints. The move highlights continued…
Aedifica reported rental income of €361 million for fiscal year 2025, a 6.8% increase year-over-year driven by external growth and steady like-for-like performance. EPRA earnings came in at €244.8 million and clean EPS rose to €5.15. The company also increased its dividend and maintained balance-sheet metrics, while reporting mixed occupancy trends…
Discussions over Sky’s potential £1.6 billion ($2.18 billion) acquisition of ITV’s broadcast channels and streaming platform have slowed in recent weeks. The talks - intended to create a top-three UK streaming service able to compete with global platforms - are being hampered by the complexity of separating ITV Studios and by distraction from the o…
Elkem ASA will divest its silicones business in a cashless share swap with major shareholder Bluestar, receiving about 383.3 million Bluestar shares. The move reduces reported net debt and leaves the remaining group with higher leverage metrics and a lower implied valuation multiple. Fourth-quarter results showed silicones outperformed expectations…
Safran CEO Olivier Andries said CFM will attempt to supply additional engines to Airbus this year if possible, while emphasizing that the company's primary obligation is to fulfill its pre-existing contractual commitments. CFM's forecast for a 15% rise in LEAP engine deliveries this year does not include assumptions about expanding its market share…
Registration figures and interviews indicate tens of thousands of foreign-brand cars are reaching Russia through China via gray-market routes. Many are produced in China with international partners or are reclassified zero-mileage vehicles sold in China then exported, enabling dealers to evade export restrictions introduced after Russia's 2022 inva…
Fastighets AB Trianon reported a strong fiscal 2025 showing, with profit from property management per share rising 27% and adjusted net asset value up 8% year-over-year. The company reinstated a dividend of SEK 0.25 per share, exceeded consensus expectations by 27%, and has guided for another year of double-digit profit growth in 2026.
European equities fell on Friday as lingering worries over how new AI models may disrupt traditional business models weighed on sentiment. Mixed corporate reports from L’Oreal, Delivery Hero and Safran, together with disappointing gross margins at Cisco Systems, contributed to a cautious tone. The STOXX 600 was down about 0.3% and looked set to fin…
Indonesia's equity benchmark ended the session lower, slipping 0.70% as losses across Infrastructure, Financials and Agriculture sectors pressured the market. Several small-cap stocks posted strong gains while others retreated sharply. Commodity prices and local currency pairs showed modest daily moves.
ConocoPhillips and its consortium will commit roughly 20 billion Norwegian crowns ($2.11 billion) to bring three fields in the Greater Ekofisk area back into production under the Previously Produced Fields (PPF) project. The plan targets gas and condensate recovery from Albuskjell, Vest Ekofisk and Tommeliten Gamma, which have been shut since 2019 …
European equity markets traded unevenly on Friday as investors processed another round of corporate results and an overnight selloff in U.S. technology shares ahead of flash eurozone growth data and U.S. inflation figures. Major benchmarks showed modest moves in both directions while energy markets reacted to forecasts of a sizeable supply surplus.
