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.
29,480 total articles
Intel reported second-quarter revenue and adjusted earnings that topped analyst expectations and issued third-quarter guidance above consensus, driving an after-hours share rise. The company raised its capital expenditure outlook for the year and signaled continued investment into its next-generation 14A manufacturing node as demand from agentic AI…
Pratt & Whitney Military Engines, a division of RTX Corp (NYSE:RTX), received a $42,096,941 contract modification from the Department of War to finalize a fiscal 2026 undefinitized contract action for sustainment of F135 propulsion systems for the F-35 Lightning II. The award funds a range of sustainment activities across multiple U.S. and internat…
SAP's chief financial officer said that meaningful returns from artificial intelligence in enterprise software will depend on moving beyond chatbots and coding assistants into AI systems tightly integrated with core business processes. Speaking after SAP's second-quarter results, Dominik Asam argued that accuracy, data governance and cost control m…
Goldman Sachs and JPMorgan this week introduced tradable bond baskets designed to let investors dial exposure to technology-sector debt as market participants weigh the prospect of substantial future bond issuance tied to artificial intelligence investments by hyperscalers. Goldman launched an 18-issuer high-yield basket, while JPMorgan rolled out …
Lockheed Martin received two Department of Defense orders totaling $67.7 million. The contracts fund technical insertion-26 production material for submarine electronic warfare systems and engineering, depot activation and material lay-in to establish F-35 national air vehicle depots for foreign military sales customers, with work to be completed b…
Amkor Technology has signed a multi-year agreement with Nvidia valued at $1.5 billion to expand advanced semiconductor packaging and test capacity in the United States. The arrangement includes a prepayment from Nvidia to support U.S. operations, joint technology development for AI and accelerated-computing platforms, and a focus on heterogeneous i…
General Dynamics Electric Boat Corp. was awarded a $127,050,000 contract modification from the U.S. Department of War to procure long lead-time materials for internal communications systems used in Virginia-class submarines. The work will be performed in Camden, New Jersey, and the contract remains an undefinitized action under an existing agreemen…
Dominic Hadeed, owner of Blue Waters, and his wife Genevieve were released from custody on Thursday after almost a month detained without charges under Trinidad and Tobago's state of emergency. Their release followed a tribunal recommendation accepted by the Homeland Security Minister and a decision by the British Privy Council not to hear the gove…
Oracle Corporation saw its stock rise in after-hours trading after being awarded a single-award, indefinite-delivery/indefinite-quantity contract under the Department of War Enterprise Software Initiative worth up to $6.99 billion over ten years. The arrangement establishes a standardized purchasing vehicle for Oracle perpetual and subscription lic…
Mexico's benchmark S&P/BMV IPC closed down 1.54% on Thursday, weighed by losses in Industrials, Consumer Goods & Services and Consumer Staples. A larger number of stocks fell than advanced, with several notable individual movers showing divergent performance. Commodities and currency pairs recorded mixed moves alongside the equity weakness.
A federal judge in Oakland has ordered that Paramount Skydance pause its $110 billion takeover of Warner Bros. Discovery through August 17, extending an earlier temporary hold. The additional time allows Paramount to seek a hearing in August to present evidence that the transaction would support competition while state attorneys general and the Wri…
Amkor Technology's shares surged in after-hours trading after the company disclosed a multi-year strategic agreement with Nvidia valued at $1.5 billion to develop advanced semiconductor packaging and test technologies aimed at AI and accelerated computing platforms. Nvidia will provide a prepayment to support Amkor's expansion of U.S. packaging cap…
Colombia's main equity benchmark, the COLCAP, ended Thursday's session down 0.60% as losses concentrated in the Financials, Investment and Public Services sectors weighed on the market. Individual winners included Promigas, Mineros and Grupo Cibest, while Etb, Grupo Nutresa and Grupo Argos SA Pref were among the laggards. Commodity contracts and cu…
Stripe is reportedly engaged in acquisition discussions to buy OpenRouter, a quickly expanding marketplace that lets developers route requests across a wide array of AI models. The potential transaction could value OpenRouter at around $10 billion, a sharp rise from its $1.3 billion valuation in May. Negotiations are ongoing and may conclude soon, …
The MOEX Russia Index closed up 0.24% as gains in the Oil & Gas, Manufacturing and Telecoms sectors supported the market. LUKOIL, TATNEFT and Rosneft were the session's strongest performers, while miners including AK ALROSA and Polyus posted notable declines. Market breadth favored declines, and volatility as measured by the Russian Volatility Inde…
Needham highlighted a set of communications and enterprise infrastructure firms it expects to outperform guidance as data-center and AI-driven demand supports transceiver production, networking billings and optical component manufacturing. The brokerage called out expectations for revenue beats, capacity investments and constructive guidance from s…
Advanced Micro Devices shares climbed in after-hours trading following a strategic partnership with Anthropic to supply GPUs and a major product unveiling at AMD's Advancing AI 2026 conference. The agreement includes up to 2 gigawatts of AMD Instinct MI450 Series GPUs deployed in Helios rackscale solutions, an initial gigawatt slated for the first …
The Department of Defense has reached an almost $7 billion, up-to-10-year Enterprise Software Agreement with Oracle to consolidate on-premises software licenses into a single contract. Negotiated by the Department of the Navy, the five-year deal — with a five-year option — covers the entire Pentagon, the U.S. Coast Guard and the intelligence commun…
Arm Holdings climbed in after-hours trading following a strong quarterly report from Intel and an expanded market forecast for AI infrastructure spending by IDC. The developments highlighted accelerating demand for AI chips, reinforced Arm's role in the AI server transition, and raised speculation ahead of Arm's fiscal Q1 2027 results.
Intel reported a stronger-than-expected quarter with revenue of $16.13 billion, adjusted EPS of $0.42, and a 41.8% adjusted gross margin. The Data Center and AI segment led growth with revenue up 59% to $6.3 billion. The company signaled heightened demand by disclosing 10 long-term supply agreements and saying it is supply-constrained. Intel also r…
Intel reported a sizable revenue and earnings beat for Q2, driving gains across the semiconductor sector after the bell. The chipmaker's results - including $16.13 billion in revenue and $0.42 adjusted EPS - underscore tight supply in server CPUs and raise the bar for rivals AMD and Arm ahead of their upcoming reports.
Shares of Intel climbed sharply after the company posted a surprise-beating second quarter and issued a tepid yet optimistic Q3 revenue guide tied to rising AI-driven compute demand. The report lifted other chip-related names in after-hours trading. Elsewhere, MaxLinear, Deckers Brands and Edwards Lifesciences produced mixed reactions as earnings a…
Marvell Technology (MRVL) trades around $209.32 after a dramatic run-up over the past year and a notable pullback from its June 2026 high. The company is positioned as a key supplier of custom AI silicon and high-speed optical interconnects, and recent results show strong revenue growth concentrated in data center customers. Supporters point to acc…
U.S. equities finished lower on Thursday, pressured by declines in the Consumer Goods, Telecoms and Consumer Services sectors. The Dow Jones Industrial Average fell 0.97%, the S&P 500 dropped 1.21% and the Nasdaq Composite declined 2.15%. Market breadth favored decliners on both the NYSE and Nasdaq, while volatility and energy prices climbed and go…
Canada's S&P/TSX Composite closed lower on Thursday, dragged down by losses in the IT, Consumer Discretionary and Real Estate sectors. While several resource-related names and an oil producer posted gains, the broader market saw more decliners than advancers and a notable jump in implied volatility.
