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
Saipem has cut its 2026 adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) forecast to €1.75 billion from a prior €1.9 billion. The Milan-based oil and gas contractor said the reduction reflects additional costs already incurred and estimated future expenses tied to the Middle East crisis, as well as the de-consolidati…
Equities showed divergent performance Monday, with Oracle among the notable gainers and several technology and small-cap names posting steep declines. Market-cap based lists highlight heavy losses at some established names and outsized single-day rallies at others, underscoring volatile conditions across market tiers.
Moody's Investors Service upgraded McGraw-Hill Education's corporate family rating to B1 from B2 and moved the outlook to stable from positive. The agency also raised ratings on the company's senior secured notes and secured first-lien bank facility to Ba3 from B1, and upgraded senior unsecured notes to B3 from Caa1. The action reflects Moody's exp…
Christian Dior posted H1 2026 revenue of €38.6 billion, delivering profit from recurring operations of €8.7 billion and group net profit of €6.0 billion. Organic revenue rose 3% for the period - and 4% excluding the impact of the Middle East conflict - while reported revenue fell 3% due to a 5% currency headwind. The company generated €4.1 billion …
Traders enter a packed economic session on Tuesday, July 28, 2026, with the Conference Board Consumer Confidence index, the ADP Employment Change weekly report and the American Petroleum Institute's weekly crude stock update set to arrive. A slate of housing price measures, trade data and several regional Fed and inventory indicators will also publ…
1947 Oil & Gas Plc is preparing a London Alternative Investment Market listing to raise about £50 million to support the building of an oil producer in the Gulf of Mexico. The company plans to offer shares at roughly 10 pence each, implying a market value near £64 million, and is pursuing a $65 million acquisition of Renaissance Offshore LLC, which…
TPG Inc. is in exclusive negotiations to acquire Netrality Data Centers from Macquarie Group Ltd., with the prospective valuation ranging from $2 billion to $3 billion. People familiar with the discussions say the parties could reach a deal as early as this fall, but talks are ongoing and a final agreement is not assured. Netrality operates 18 Nort…
Canal+ has entered a five-year agreement to invest €980 million in French and European cinema starting in 2028. The commitment - the company’s biggest to date for the film sector - covers content for Canal+ and Cine+ OCS channels and includes a window that will make films available to subscribers six months after their theatrical release. The annou…
A former JPMorgan Chase leveraged finance banker has broadened his lawsuit, adding new allegations and defendants, and says the bank’s culture of racism and sexual coercion destroyed his career. The 82-page federal complaint, filed in Manhattan, adds senior bankers and an associate as defendants and pursues multiple claims including racial and sexu…
Orange and infrastructure investor Morrison have agreed to an exclusivity arrangement to set up a 50/50 joint venture that will develop and expand Orange’s French data centre assets to a target capacity of 400 megawatts, supported by an investment program of €3 billion. The platform will combine Orange’s existing facilities and operational know-how…
A set of U.S. midcap companies currently displays fair-value upside of up to 57.9%, with one-year returns spanning from -55% to +73%. These names are distinguished not just by valuation gaps but by a combination of analyst optimism, steady financial metrics, and momentum specific to their industries.
JetBlue Airways announced a comprehensive revision of its fare structure that will give travelers more control over seat choice, changes and refunds. The move, set to roll out in the coming days, comes as U.S. carriers increasingly use segmented pricing to bolster revenue in the face of elevated jet fuel costs that remain a major risk.
Ford Motor Company announced on Monday that it will compete to build the U.S. Army's new tactical truck, a pickup intended to serve as a mobile power source on the battlefield. The move positions Ford against General Motors, which has been developing its ISV-Heavy based on the Silverado and has already begun field testing. Reports indicate Ford sec…
Morgan Stanley reports that 60% of European telecommunications companies have published results for the reporting period. While a majority beat revenue expectations, half of the companies missed EBITDA targets. The sector is up 10% year-to-date but has lagged the broader European market and shown signs of stress since June amid satellite-related co…
Baker Hughes said it expects global annual spending by oil and gas producers to fall modestly this year, citing cautious customer behaviour amid renewed Middle East tensions. Strength in Latin America, offshore Africa and North America land is offset by weaker investment in Europe and the Middle East. The company reported stronger-than-expected qua…
VanEck Rare Earth and Strategic Metals ETF (REMX) stands out in the critical minerals ETF universe with $1.99 billion in assets and the lowest expense ratio at 0.60%, offering superior liquidity versus peers. Global X Rare Earth & Critical Materials (EART) has delivered the strongest one-year return among US-listed options, though the whole group h…
Capricor Therapeutics sank 67.7% in a single trading session, eliminating more than $190 million in market value after U.S. Food and Drug Administration briefing documents released on July 27, 2026 undermined investor expectations for deramiocel’s approval in Duchenne muscular dystrophy. The sell-off followed a series of visible red flags: no recen…
Cleveland-Cliffs (CLF) earned two analyst upgrades last week after quarterly results and forward guidance that forced Wall Street to rework models. Q2 adjusted EBITDA surged to $286 million from $95 million in Q1, management set Q3 adjusted EBITDA guidance around $575 million, and free cash flow returned to positive for the first time in two years.…
Palantir Technologies Inc. will report quarterly results on August 3. Options pricing points to an expected move of roughly 9.6% around the release. The company has posted strong top-line growth, including an 85% year-over-year increase in Q1 2026 revenue and a 121% jump in U.S. commercial sales, while guiding full-year revenue to $7.18 billion - $…
Caterpillar Inc. shares declined about 4% following an analyst downgrade from Erste Group, which shifted its recommendation from Buy to Hold. The analyst highlighted year-over-year falls in gross and operating margins and said the stock trades at a substantial premium to peers, limiting further upside despite solid order intake in the Energy System…
Six Wall Street firms simultaneously began coverage of Bending Spoons (NASDAQ: BSP), presenting price targets that range from $35 to $45. Optimistic forecasts hinge on the company executing a multi-billion dollar M&A plan, while more cautious houses warn the current share price already assumes substantial acquisition deployment. The average Street …
Cracker Barrel announced on July 27 that Julie Masino will relinquish the CEO role on August 10 and remain with the company as an adviser through October 9. The restaurant chain has appointed industry executive David Deno as Masino’s successor. The move comes amid fallout from a widely criticized 2025 effort to modernize the chain’s logo and store …
Morgan Stanley has raised its estimate for the July ISM Manufacturing PMI to 53.8 from 53.3 in June, a revision the firm links to firmer manufacturing activity in Texas, including gains in output, new orders and employment. The Dallas Fed's ISM-equivalent index rose to 53.3 from 52.9, while both input and output price gauges slowed in July and the …
Macquarie analysts reported that Chinese state-owned refiners could begin drawing on commercial oil inventories from the third quarter of 2026, subject to government approval. The firm also flagged potential moves to increase access to very large crude carriers (VLCCs) to strengthen import security, and argued that demand for energy storage systems…
Bank of America increased its quarterly payout by 14.3% to $0.32 and reported Q2 EPS of $1.21 versus $1.12 expected, driving the stock to about $62.15 and near 52-week highs. InvestingPro’s Fair Value of $76.21 suggests roughly 22.6% upside, while the bank’s operational metrics and guidance point to improving efficiency and sustained earnings power…
