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.
29,436 total articles
This week, major broker notes reshaped sentiment across several AI-related large-cap names. Stifel downgraded Microsoft to Hold, citing Azure capacity constraints, elevated capital spending and intensifying competition from Google and Anthropic. DA Davidson cut Amazon to Neutral, warning that AWS is losing ground and the company may need heavy inve…
Alphabet plans to raise capital expenditures to as much as $185 billion this year, well above market expectations of about $120 billion. Strong performance in search advertising and Google Cloud has given the company room to expand spending, which analysts attribute to growing AI-driven engagement and monetisation. While the move signals confidence…
This week Wall Street firms issued a string of influential ratings changes that shifted investor expectations across consumer electronics, fintech, travel bookings, semiconductors and cloud services. JPMorgan and BofA trimmed coverage on several large-cap names citing cyclical headwinds and product-cycle risks, while upgrades from JPMorgan and Mizu…
Documents disclosed by U.S. authorities show that UBS established personal and business accounts for Ghislaine Maxwell in 2014, handled as much as $19 million in the years before her conviction, and provided client services including relationship managers and transaction support. The records show transfers, payments and a 2019 grand jury subpoena; …
American Airlines CEO Robert Isom has agreed to meet with the Allied Pilots Association following union requests driven by growing unease over the carrier’s response to a January storm and broader financial performance. The union, which represents more than 16,000 pilots, has asked management to present its concerns to the airline’s board, citing p…
Russian equities ended the session with mixed outcomes as the MOEX Russia Index finished unchanged. Advancers outnumbered decliners by a wide margin, while individual large-cap names moved in both directions. Volatility measures held steady and commodity and FX markets recorded modest gains and losses.
President Donald Trump publicly endorsed Nexstar Media's proposed acquisition of Tegna, urging the companies to complete the deal. The planned $3.54 billion transaction, announced last year, would create the largest regional TV station operator in the United States. The move comes amid industry-wide revenue declines and subscriber losses tied to th…
An interim trade agreement between India and the United States sets a path to lower tariffs on high-end internal-combustion cars and removes duties on Harley-Davidson motorcycles, while explicitly excluding electric vehicles from the concessions. The framework reduces duties on cars with engines above 3,000 cc to 30% over a decade, but leaves EV ma…
Pharmaceutical and telehealth companies are investing heavily in Super Bowl advertising to promote newly available oral GLP-1 weight-loss therapies and direct-to-consumer offerings. High-profile commercials from Novo Nordisk, Eli Lilly, Ro and Hims & Hers aim to reach tens of millions of viewers as pricing pressure and new pill formats reshape mark…
Anthropic is allocating millions for a 30-second Super Bowl advertisement that takes aim at OpenAI’s announced intention to introduce advertisements into ChatGPT. The spot, which positions Anthropic’s Claude as ad-free, drew a sharp rebuke from OpenAI’s CEO Sam Altman and highlights an escalating public rivalry between two unprofitable AI firms com…
Intel is promoting its Embedded Multi-die Interconnect Bridge-T (EMIB-T) as a potential challenger to Taiwan Semiconductor Manufacturing Co.'s CoWoS advanced packaging for AI accelerators. Bernstein analysts highlight EMIB-T's ability to support larger reticle scaling, lower material waste through rectangular substrates, and potentially lower per-c…
U.S. equity indexes experienced a volatile week capped by a Friday bounce, yet the S&P 500 and Nasdaq were still positioned to finish the week in the red after pronounced declines in technology shares. Individual companies moved sharply in both directions: Walmart climbed as investors sought defensive exposure; PayPal and Novo Nordisk gave back sig…
TikTok Shop has used early rollouts to refine its social-commerce model, with a U.K. launch in 2021 serving as a learning phase and a U.S. expansion in 2023 producing stronger outcomes. A Morgan Stanley industry expert advising brands on the platform says the recent push into Europe’s five largest markets is poised to accelerate, driven by social d…
Multiple data sources reviewed in a Kepler Cheuvreux note point to an easing of the sharp drop in European-origin travel to the United States that occurred through much of 2025. Country-level divergence was pronounced, the third quarter was the trough for many markets, and late-2025 indicators including bookings and search interest show improvement…
The United States will make an initial payment toward the billions it owes to the United Nations within weeks, U.S. Ambassador to the U.N. Mike Waltz told Reuters, while emphasizing the need for continued U.N. reforms to improve efficiency and reduce duplication across agencies. U.N. officials say the bulk of arrears on the regular U.N. budget is o…
The federal prescription drug website TrumpRx.gov, unveiled at a White House event, highlights substantial price cuts negotiated for GLP-1 weight-loss medicines but lists discounts for under 45 drugs overall, many supplied by a single manufacturer. Experts say the site’s impact is constrained because most U.S. patients will continue to obtain bette…
Northrop Grumman Systems Corp. has received a $198 million ceiling-priced delivery order to supply 608 power amplifier module spares for the E-2D Advanced Hawkeye. The order, issued under an existing basic ordering agreement, includes Foreign Military Sales to Japan and obligates both U.S. Navy working capital funds and FMS funds. Work is scheduled…
The U.S. Food and Drug Administration announced plans to restrict use of GLP-1 ingredients in compounded drugs that lack FDA approval, highlighting safety, quality and legal issues. The action follows marketing of such compounded copies by telehealth and compounding firms and coincides with a nearly 12% after-hours drop in Hims & Hers Health shares…
Shoals Technologies Group Inc. (NASDAQ: SHLS) saw its stock rise in after-hours trading following an initial U.S. International Trade Commission ruling that an Administrative Law Judge found Voltage, LLC imported trunk bus products that infringe on Shoals' patents tied to its Big Lead Assembly (BLA) solution. The ITC's final decision, which could b…
Verde Clean Fuels Inc (NASDAQ:VGAS) announced it has suspended development of its Permian Basin natural gas-to-gasoline project, citing increasing local demand for natural gas. The decision, made after a joint development effort with Cottonmouth Ventures, LLC - a wholly owned subsidiary of Diamondback Energy, Inc. (NASDAQ:FANG) - follows completion…
Hennessy Capital Investment Corp. VIII completed an initial public offering that generated $241.5 million from the sale of 24.15 million units at $10.00 apiece, including 3.15 million units issued via the underwriters' full over-allotment exercise. The SPAC began trading on Feb. 5, 2026, with proceeds held in trust as it searches for a target, with…
Colombian markets closed higher on Friday, with the COLCAP index rising 2.14% as gains in the Industrials, Services and Agriculture sectors pushed the benchmark upward. Grupo Nutresa led the session, reaching an all-time high after an 8.14% surge, while several heavyweights including Interconexion Electric, Grupo Bolivar and the Bolsa de Valores de…
The MOEX Russia Index slipped 0.10% at the Moscow close, driven by declines across the Telecoms, Oil & Gas and Manufacturing sectors. While several large-cap names gained, more issues fell than rose. Volatility eased slightly and key commodity and currency benchmarks moved higher, with Gold Futures and crude oil posting gains.
Vista Equity Partners is heading a new Series E financing round of more than $350 million in AI chip maker SambaNova Systems, in partnership with Cambium Capital, with Intel expected to commit roughly $100 million and potential for up to $150 million. The fundraising is intended to support SambaNova's push into inference chips and cloud services as…
Forgent Power Solutions completed its initial public offering by selling 56 million shares of Class A common stock at $27.00 per share. The deal, which began trading on the New York Stock Exchange on February 5, 2026, included shares sold both by existing stockholders controlled by Neos Partners, LP, and by the company itself. Proceeds from the com…
