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.
29,906 total articles
Cerebras Systems shares rose after the AI infrastructure vendor announced a large-scale European data center expansion targeting 200 megawatts of compute by the end of 2027 and an expanded manufacturing partnership with Flex to boost CS-3 accelerator production roughly sevenfold through 2026. Part of the new European capacity is slated to support O…
William Blair initiated coverage of Advanced Micro Devices with a Market Perform rating, saying the company stands to gain from rising AI infrastructure demand while facing persistent competitive pressures in GPUs and new CPU entrants. The firm projects substantial revenue growth by 2028 but notes valuation and execution risks that temper the outlo…
Gloo Holdings fell sharply in premarket trading after announcing the pricing of a public offering of 7 million Class A common shares at $3.25 apiece. The company said gross proceeds are expected to be roughly $22.75 million before fees, with a 30-day underwriter option that could increase proceeds to about $26.16 million. The offering is slated to …
SK Hynix is reportedly seeking to price its planned U.S. listing at $149 per American depositary receipt (ADR), a figure that implies a modest premium to the company’s Seoul-listed shares and, if finalized, could produce the largest first-time share sale in the U.S. by a foreign issuer. The ADR structure would equate one ADR to one-tenth of a commo…
Barclays has singled out a group of Power-as-a-Service (PaaS) providers it views as central to the large-scale power and digital infrastructure expansion prompted by AI training and deployment. The bank's analysis points to substantial increases in hyperscaler capital expenditure and forecasts annual AI infrastructure spend materially above current…
Lam Research shares surged 7.8% in pre-market trading as the broader semiconductor sector recovered following two sessions of heavy selling. The bounce was driven by easing sell-the-news pressure after Samsung’s preliminary quarterly results, strong institutional demand signaled by an oversubscribed SK Hynix ADR offering, and a string of higher ana…
Cerebras Systems announced plans to establish 200MW of AI-focused data center capacity in Europe by the end of 2027, with initial capacity expected online by the end of 2026. The firm also expanded its manufacturing partnership with Flex to boost production of its CS-3 AI accelerators, a move that supported a premarket share rise.
The European Parliament voted to restore short-term rules that allow major online platforms to identify and remove child sexual abuse material, but it exempted end-to-end encrypted messaging services such as WhatsApp, Telegram and Signal. The move revives protections that were in force from 2021 until April and hands EU countries three months to ac…
Applied Materials stock climbed sharply in pre-market trading after CEO Gary Dickerson said chipmakers are providing equipment demand outlooks stretching multiple years, with some customers offering visibility into 2030. The remarks framed AI-related capital spending as a durable, multi-year cycle, and were reinforced by analyst price-target increa…
Apple has held discussions with PrismML, a stealth Caltech spinout, after the startup demonstrated compressing Alibaba’s 27-billion-parameter Qwen 3.6 model to run on an iPhone 17 Pro. PrismML reduced the model from roughly 54 GB to under 4 GB while keeping all 27 billion parameters active and maintaining benchmark performance using ultra-dense 1-b…
Barry Callebaut shares slid 4.1% to CHF 1,135 after the Swiss chocolate and cocoa producer published its third-quarter FY25/26 trading update. While Q3 group volumes returned to growth at 5.7% - the first positive quarterly print in over two years - nine-month volumes remain down 2.8% to 1,557,239 tonnes and nine-month sales revenue fell to CHF 9.5…
Aehr Test Systems shares rose sharply in premarket trading after the company said a lead silicon photonics customer placed an additional production order for a fully automated FOX-XP wafer-level burn-in system. The equipment is configured to process up to nine 300mm wafers in parallel and includes an automated WaferPak AutoAligner for hands-free op…
Simply Good Foods Holdings rallied sharply in pre-market trading after reporting fiscal third-quarter results that outpaced analyst estimates on both adjusted earnings and revenue. Management cited early signs of progress on a turnaround, and the company lifted its full-year revenue guidance above the Street's consensus even as fourth-quarter reven…
Insiders and large shareholders were active in early July filings, led by Globalharvest Holdings Venture Ltd.'s sizeable open-market purchase of Mission Produce stock. Several directors and affiliates in small-cap biotech and food distribution names added shares, while executives and affiliated entities at several larger technology and consumer com…
Relatives of co-pilot Faisal Jatoi and four other crew members endured an anxious wait after a K2 Airways Boeing 737-400 freighter went down en route from Sharjah to Karachi. Wreckage was located in deep water south of Ormara port, and Pakistani navy and maritime teams are conducting a challenging search for flight recorders amid strong currents an…
FuelCell Energy shares jumped 10.8% in pre-market trading after the company signed a memorandum of understanding with Siemens to jointly develop and deploy fuel cell power generation systems. The collaboration calls for Siemens to design and supply electrical balance of plant systems and targets rapid commercialization of projects above 100 megawat…
Bloom Energy Corp shares rose about 5.8% in pre-market trading after the company issued a written denial of a short-seller report that challenged its accounting and supply-chain disclosures. The report focused on scandium oxide sourcing and alleged undisclosed dependence on Chinese suppliers, a charge Bloom rejected while pointing investors to its …
Saudi Arabia's equity market closed lower on Thursday, with the Tadawul All Share shedding 0.42%. Declines in Media & Publishing, Insurance and Energy & Utilities weighed on the market, while a handful of individual stocks posted strong gains. Commodity prices for crude and Brent rose modestly and gold futures advanced.
Bernstein has moved Salesforce from Outperform to Sector Weight and removed its price target, pointing to disappointing customer feedback about the company's Agentforce AI offering and survey data suggesting customers may pull back IT spending on the platform. While Bernstein still regards Salesforce as an entrenched incumbent, the firm says clear …
Goldman Sachs' Prime desk says the AI-driven momentum trade that dominated much of 2026 has flipped since June 22, inflicting notable losses on hedge funds. Systematic managers sustained the largest hit, while fundamental long-short funds fared somewhat better despite trimming AI exposures that had driven year-to-date alpha.
InMode Ltd shares climbed about 4% in pre-market trading after Steel Partners Holdings L.P. filed a cash offer of $16.75 per share. The bid represents a 20% premium to the unaffected price and tops a rival $16.20 per share proposal from CEO Moshe Mizrahy. Steel Partners seeks board engagement, an independent special committee and the removal of Miz…
GlobalFoundries stock climbed after Micron revealed plans to invest up to $3 billion to strengthen the U.S. semiconductor supply chain, including $500 million in financing support to GlobalWafers for a 300mm wafer facility in Sherman, Texas, and a 10-year supply agreement that secures Micron access to substantial raw silicon wafer capacity.
Applied Materials rose sharply in premarket trade after CEO Gary Dickerson said semiconductor customers are now providing equipment demand outlooks spanning multiple years, with some visibility extending to 2030. The comments underscore a potential structural boost to capital spending in chipmaking, reinforced by recent analyst target increases and…
U.S. index futures showed a mixed picture on Thursday as investors balanced rising geopolitical tensions between the United States and Iran with strength in semiconductor-related names. In premarket trading, Enovix and Forte Biosciences were among the top gainers after corporate leadership and clinical updates, while PepsiCo slipped after mixed qua…
Bloom Energy shares rose about 6% Thursday morning after the company issued a formal rebuttal to a short-seller report. The firm called the report's assertions about its accounting and financial results false and misleading, reiterated the accuracy of its audited statements and SEC filings, and said it has sufficient scandium oxide supply and suppl…
