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.
29,439 total articles
UBS initiated coverage on four U.S. medical-technology firms, awarding Buy ratings to Intuitive Surgical and Enovis, a Sell rating to Inspire Medical Systems and a Neutral rating to Integra LifeSciences. The brokerage sees the sector offering opportunities from innovation, growing procedures and operational recovery, but emphasizes divergent compan…
Franklin Templeton’s Director of ETF Investment Strategy, Marcus Weyerer, says the current market upswing driven by artificial intelligence diverges from the late-1990s internet boom. While the S&P 500 has climbed 108% from its 2022 low through week 188 of the present rally, that gain is smaller than the 127% rise recorded in the equivalent stretch…
Visa Inc. plans to cut approximately 7% of its global workforce - about 2,600 positions concentrated in technology and product teams - as part of a restructuring intended to redirect capital toward core payment priorities. The move, disclosed in an internal memo from CEO Ryan McInerney, follows a decade of rapid hiring that expanded the company to …
Morgan Stanley has designated Spirax as its top pick among UK industrials, upgrading the stock to overweight and assigning an 8,500p price objective. The broker cites an improving outlook for organic growth, anticipated margin recovery and the contribution from the higher-margin Watson-Marlow business as key reasons for the call. Morgan Stanley mai…
Apple on July 28 introduced a U.S. leasing program called Apple Upgrade, run through payments firm Klarna. The plan replaces Apple’s previous iPhone financing products in the United States and provides monthly leasing options for iPhones, Apple Watches, iPads and Macs with a range of terms and starter monthly payments.
S&P Global reported a robust second-quarter performance, with double-digit revenue growth and a notable increase in adjusted earnings per share. The firm completed the July 1 spin-off of its Mobility business and updated its 2026 outlook. It also agreed to acquire datacenterHawk and to take a majority stake in Pan-African ratings agency Agusto & Co…
Saudi Arabia's equity market closed lower on Tuesday, with the Tadawul All Share index falling 0.85% to a fresh three-month low. Losses were concentrated in the Industrial Investment, Insurance and Real Estate Development sectors. Market breadth was negative, with 249 decliners versus 83 advancers and 15 unchanged. Commodity and currency moves incl…
Alphabet’s recent quarter offered a cautionary note for Wall Street: robust results did not translate into investor enthusiasm once AI infrastructure spending pushed free cash flow negative for the first time in its public history. That development has refocused scrutiny on capital expenditure plans for Microsoft and Amazon as they report results o…
Noble Corp reported a weak second quarter with an adjusted EPS of $0.01 versus the $0.19 analyst consensus, a $37 million net loss, and a downward revision to full-year revenue guidance. Operational suspensions of two Brazil rigs and the end of a Black Sea contract were cited as key drivers of the revenue decline and negative free cash flow, prompt…
Tesla has entered a long-term power purchase agreement to acquire 90% of the electricity output from Project Sterling, a large solar-plus-storage project in Arizona developed by ContourGlobal and backed by KKR & Co. The facility, scheduled to start operations in 2028, will feature 509 megawatts of peak solar capacity and 360 megawatts of four-hour …
Corning Inc. tumbled 11.4% in pre-market trading after releasing its Q2 2026 results ahead of the open. Investors reacted to tempered forward guidance and signals that capital spending from major wireless carriers may slow, weighing on expectations for the company’s Optical Communications segment. The move exceeded options-implied volatility and co…
PayPal pushed forward with an aggressive turnaround program after reporting a quarter that outperformed expectations, increasing its 2026 profit projection and detailing multi-year cost, organizational and technology initiatives. The moves come as the company faces a $60.50-per-share takeover bid that its board has deemed insufficient and as compet…
Altimmune Inc. saw its stock rise 18% after reporting topline results from the RECLAIM Phase 2 trial of pemvidutide for alcohol use disorder. The study met its primary endpoint, showing a statistically significant reduction in heavy drinking days versus placebo, and achieved secondary endpoints recognized by the FDA as registrational. The 2.4 mg do…
United Parcel Service reported second-quarter 2026 results that surpassed analyst estimates on both revenue and adjusted earnings per share. The company raised its full-year adjusted EPS and revenue outlooks and said it successfully executed the planned Amazon volume glide-down and related network reconfiguration. Positive analyst moves and the ear…
Carrier Global shares jumped in pre-open trading after the company reported quarterly results that exceeded expectations, lifted its full-year 2026 outlook, and announced the sale of its NORESCO energy-efficiency business. Management highlighted core commercial HVAC and aftermarket strength and singled out data-center demand as a notable tailwind.
Shares of German potash producer K+S AG rose more than 4% after BNP Paribas upgraded the stock and raised price targets, citing improving agricultural indicators and higher fertilizer price forecasts. The broker also adjusted ratings and targets across several fertilizer companies, arguing that market sell-offs have created selective upside opportu…
Fresenius Medical Care shares pulled back after Exane BNP Paribas lowered its rating to Underperform, pointing to anticipated declines in U.S. dialysis volumes and risks to operating leverage. The downgrade, together with lingering analyst skepticism and a cautious market tone, left the stock modestly lower as investors await the company's August 4…
Amazon is reorganizing its artificial intelligence program, deprecating many of its flagship Nova models and concentrating development on a new frontier-model effort under researcher Pieter Abbeel. The company has begun pulling back support for a number of Nova offerings while retaining parts of the Nova family and positioning a new flagship model …
Fitch Ratings warns that the rapid expansion of AI investment and elevated tech valuations have created a material credit vulnerability for global capital markets and economies. In its third-quarter Global Risk Outlook, the agency also flagged renewed U.S.-Iran hostilities and a strong El Nino pattern as additional drivers that could amplify inflat…
Citi's latest positioning analysis shows a divergence across Asian equity markets. Short covering has pushed China A50 and Hang Seng positioning notably higher, edging those benchmarks toward bullish territory. By contrast, South Korea's KOSPI and Japan's Nikkei experienced an increase in bearish flows driven mainly by new short positions, with KOS…
Only one of five mega-cap technology companies that reported this quarter saw its share price outperform the S&P 500 the day after its earnings release, highlighting an investor fixation on AI infrastructure spending that is overshadowing quarterly fundamentals. As Meta and Microsoft prepare to report, followed by Apple and Amazon, Wall Street cons…
Mercedes-Benz reported a stabilisation in second-quarter profit driven by cost reductions and stronger results from its financial services and vans divisions, sending shares higher intraday. The automaker maintained profit guidance for its core car business and posted a 4.0% adjusted return on sales, but steep sales declines in China and margin pre…
Hilton Worldwide Holdings raised its full-year forecast for room revenue growth after reporting continued strength at its luxury brands and improved performance at mid-scale and budget hotels. Robust consumer spending by wealthier households, resilience amid inflationary pressures, and a tourism lift tied to the FIFA World Cup in the U.S., Canada a…
Yum Brands will report quarterly results that should clarify the financial impact of a cyclospora outbreak tied to Taco Bell. The incident, linked by the FDA to a Taylor Farms plant in Mexico, has coincided with sharp declines in sales and foot traffic at Taco Bell and marks the first major crisis for CEO Chris Turner since last fall. Investors wil…
Shares of SAAB AB ser. B jumped after the company disclosed a SEK 10.1 billion order for two GlobalEye airborne early warning and control aircraft from an unnamed Middle Eastern customer, with delivery scheduled for 2030. The contract comes on top of a period of strong commercial momentum for Saab, including robust Q2 2026 results and a record orde…
