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.
8,964 total articles
China Southern Airlines reported a net profit of 857 million yuan for 2025, its first full-year profit since 2019. The result fell within the carrier's January guidance range of 800 million to 1 billion yuan and reversed a 1.7 billion yuan net loss recorded in 2024. Management cited optimisation of passenger and cargo capacity and strengthened cost…
HSBC upgraded Carnival Corporation to Buy from Hold and set a $30.10 price target after the cruise operator reported quarterly results that pointed to persistent demand, better cost control and ongoing deleveraging. The bank trimmed near-term earnings forecasts because of higher assumed fuel costs but maintained that core fundamentals remain sound,…
Insmed stock rose after analysts reacted to positive Phase 3 data for United Therapeutics' Tyvaso in idiopathic pulmonary fibrosis and to Morgan Stanley's upgrade following physician-survey results on Brinsupri adoption. Multiple firms maintained or raised price targets and ratings, citing validation of the inhaled prostacyclin class and improved v…
Volvo Cars and Geely Auto have signed a memorandum of understanding establishing a commercial partnership under which Volvo Cars will act as the exclusive importer and take on commercial and brand responsibilities for Lynk & Co in Europe. The deal leverages Volvo's retailer network and sales and service systems to support Lynk & Co's expansion in t…
Uber said on Monday it has agreed to acquire Blacklane, the Berlin-based chauffeur service, in a move to expand its premium ride options aimed at business executives and affluent consumers. The transaction is expected to close by the end of 2026, subject to regulatory approvals and customary closing conditions; financial terms were not disclosed.
BYD told analysts on a post-earnings call that it is highly confident of reaching its 2026 overseas sales target of 1.5 million vehicles or more, with international markets potentially growing to about half of its total business. The company has revised this year's export target to 1.3 million units and reported a larger-than-expected profit declin…
European markets, and Germany in particular, have shown renewed strength after a period of heightened volatility. A small set of German equities has produced outsized returns through March, led by Verbio Vereinigte BioEnergie (VBK), which climbed 64.57% from March 1 to March 30. Portfolio strategies and AI-driven stock selection models highlighted …
Shareholders of Starbucks voted decisively this week to reelect two directors targeted by a coalition of labor-focused investor groups who criticized the board for disbanding an independent committee that had overseen labor relations. The vote tally, released Monday, preserves the board's current composition even as company and union negotiators si…
Barclays examined the commodity price signals embedded in current equity valuations across its coverage universe. The bank finds that several major miners are valuing iron ore, copper and aluminium at levels different from prevailing spot prices, with notable discounts for some iron ore names and wide dispersion across copper and precious-metal min…
Bernstein analysts argue that crypto-linked equities may be nearing a cyclical bottom as temporary weak sentiment and geopolitical uncertainty have pushed valuations to steep discounts. The firm points to discounted multiples for Coinbase, Robinhood and Figure, and expects a bottom to form into weak first-quarter earnings, while projecting growth d…
Alaska Air Group said it now expects a wider adjusted loss for the first quarter after a steep rise in oil prices tied to the Iran conflict and weakening demand on certain routes. The airline flagged higher economic fuel costs and recent regional disruptions as key pressures, while noting continued strength in corporate bookings.
The White House has begun its review of a Securities and Exchange Commission proposal that would change the frequency of corporate disclosures from quarterly to semiannual reporting for some issuers. The submission to the Office of Management and Budget starts an administrative review that must conclude before the SEC can publish the proposal for p…
Sysco has agreed to acquire family-owned Jetro Restaurant Depot in a $29 billion transaction including debt, a move that extends the nation's largest food distributor into the cash-and-carry wholesale channel. The deal will be financed largely with new and hybrid debt, prompted an about 8% premarket drop in Sysco shares, and grants Restaurant Depot…
Velo3D saw its shares rise about 10% after winning a $9.8 million, five-year Indefinite Delivery Indefinite Quantity contract with the Defense Logistics Agency to provide additive manufacturing services for the agency's Joint Additive Manufacturing Acceptability Pilot Parts Program. The deal tasks Velo3D with supplying complex metal components for …
Microsoft introduced a set of upgrades to its Copilot research assistant that let multiple AI models operate within the same workflow. The new "Critique" capability pairs outputs from OpenAI's GPT and Anthropic's Claude so one model drafts responses while the other reviews them. The company also launched a "Model Council" comparison tool and began …
Goldman Sachs initiated coverage of Qualcomm with a Neutral rating and a 12-month price target of $135, arguing that gains from automotive and industrial IoT businesses are being offset by weakening prospects in the core smartphone market. The bank projects modest upside from current levels and highlights both the company’s diversification progress…
Insider reports filed on Friday detail a series of material purchases and sales across a range of U.S.-listed names. The largest buy was recorded at Farmers National Banc Corp, while substantial sales were reported at Sterling Infrastructure, Battalion Oil, Tempus AI, CoreWeave and Hewlett Packard Enterprise. The filings include exact trade dates, …
Affluent investors are directing capital into women's professional sports to capture fast expansion at relatively modest prices, favoring potential high returns over the steep costs and constrained upside of elite men's franchises. Strong gains in media deals, sponsorship revenue and audience interest are producing a rare combination of lower valua…
MBDA will increase industrial investment from €2.4 billion for 2025-29 to €5 billion for 2026-30 to expand production capacity, reflecting a broader European push to build sovereign missile and air-defence capabilities amid supply-chain pressures and stepped-up national defence spending. Bank of America estimates imply substantial value creation fo…
Airlines worldwide have extended cancellations and suspended services following the closure or partial reopening of Middle Eastern airspace amid the Iran conflict. Carriers from Europe, North America, Asia and the Gulf have adjusted schedules, cancelling flights to destinations including Dubai, Doha, Abu Dhabi, Tel Aviv and several regional capital…
Saudi Arabia's stock market ended Monday's session in positive territory, with the Tadawul All Share climbing 0.82% to reach a one-month high. Advances were concentrated in the Energy & Utilities, Petrochemicals and Cement sectors. Market breadth was modestly positive, with 180 winners versus 164 losers. Several individual stocks posted double-digi…
JPMorgan initiated coverage of Seagate Technology with an Overweight rating and a year-end price target of $525, arguing the hard-disk drive maker retains significant upside even after an approximately 350% rally since early 2025. The bank based its target on a 22x multiple of its 2027 EPS estimate of $23.45, which implies about 39% upside from Sea…
British equities advanced on Monday with resource-related companies helping to lift the FTSE 100 amid lingering geopolitical uncertainty. U.S. President Donald Trump said there has been progress in discussions with Iran but warned of possible strikes if no agreement is reached. Domestic data showed net mortgage borrowing and approvals ticked up in …
Wolfe Research raised its rating on CrowdStrike to "outperform" from "peer perform," assigning a $450 price target that implies about 21.8% upside from the stock's $369.58 level. The brokerage pointed to an anticipated Anthropic model release as a potential trigger for faster enterprise security spending; the move came as shares reacted in pre-mark…
The Elmet Group has filed for a proposed initial public offering on the Nasdaq under the ticker ELMT. The company produces engineered components and high-energy systems using critical materials such as tungsten, molybdenum and niobium, and supplies customers across aerospace, defense and government, industrial, medical, semiconductor and energy mar…
