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.
9,103 total articles
JPMorgan has downgraded Corteva from Overweight to Neutral, arguing the stock's current price already reflects much of the upside and that valuation levers are limited until agricultural risks and the planned separation of the seed and crop protection businesses become clearer. The bank adjusted its price target slightly higher after lifting consol…
Rio Tinto confirmed on Feb 5 that discussions with Glencore over a potential takeover have been discontinued after the parties were unable to reach an agreement that would provide value to Rio shareholders. This marks the third time efforts to combine the two firms have been abandoned, underscoring persistent obstacles to large-scale consolidation …
Despite a preliminary agreement for U.S. private equity firm Carlyle to acquire Lukoil’s global assets, at least two other bidder groups - including a Chevron-Quantum partnership and an Xtellus-led consortium - continue discussions with Lukoil and U.S. officials. The sale faces regulatory and political checkpoints, with the U.S. Treasury setting a …
Bank of America argues that while investors have rotated out of technology into energy, natural gas producers have not participated in the rally. The bank points to weather-driven tighter balances, lower-than-expected end-of-season storage, and the potential for rising power demand from AI-related investment as reasons the sector could re-rate. Bof…
US Gold Corp (NASDAQ: USAU) shares fell 3.9% on Thursday following a securities filing that permits selling stockholders to resell up to 2,883,238 shares of common stock. The filing details shares issued in a private placement on December 23, 2025, and related warrants, and notes that the company would receive proceeds only if those warrants are ex…
Morocco's stock market finished lower on Thursday, with the Moroccan All Shares index sliding 1.78% to a fresh one-month low. Losses were concentrated in the Utilities, Banking and Mining sectors. Market breadth was weak, with 52 decliners versus eight advancers and three unchanged. Several commodity prices and currency pairs also moved, with crude…
Can-Fite BioPharma's stock climbed 9.5% after the company reported that a patient with advanced decompensated liver cirrhosis treated with Namodenoson under compassionate use achieved sufficient clinical stabilization to proceed to a successful liver transplant once a donor became available. The company highlighted the case while Namodenoson contin…
A Mizuho technology, media and telecom specialist argues Broadcom stands to gain significantly from rising AI-related capital expenditures by major tech firms, especially Google. With a large portion of Google’s $180 billion capex guide earmarked for servers, the analyst says Broadcom’s involvement in tensor processing unit production and data-cent…
Nvidia has informed U.S. officials that recent export rules for its H200 artificial-intelligence chips bound for China are excessively burdensome and risk destroying demand, complicating the company's ability to sell into the Chinese market. The company flagged requirements for potential buyers such as Alibaba and ByteDance, and warned the restrict…
Wells Fargo downgraded Public Storage (PSA) and SmartStop (SMA) to Equal Weight, arguing that recent share price gains in the self-storage sector have outstripped underlying operating metrics. The bank trimmed price targets to $295 for Public Storage and $33 for SmartStop, and flagged weaker same-store revenue and restrained funds-from-operations (…
American Airlines is pressing to narrow its profit shortfall with rivals by expanding flying and upgrading premium products at Chicago O'Hare, a market where gate access and utilization heavily influence economics. The intensifying rivalry with United Airlines at O'Hare is a central test of American's ability to execute growth without sacrificing r…
OpenAI has launched Frontier, a platform intended to enable businesses to construct, deploy, and manage AI agents that carry out substantive tasks across organizations. The offering emphasizes integration with existing enterprise systems, explicit security controls, agent onboarding and learning, and collaboration with customer teams and AI-native …
Hims and Hers Health announced a compounded semaglutide pill modeled on Novo Nordisk’s Wegovy at an introductory $49 per month, triggering a 19% rally in Hims shares and sharp declines in peers. Novo Nordisk shares fell 7% and Eli Lilly shares slipped 3.6% as investors reacted to increased pricing pressure in the weight-loss drug market.
Imunon Inc said it is reorganizing to lower costs and concentrate resources on its Phase 3 OVATION 3 trial for IMNN-001, a DNA-mediated immunotherapy for newly diagnosed advanced ovarian cancer. The stock rose 2.9% in premarket trading following the announcement. The company will cut roles not essential to the trial, revise other job descriptions a…
Teads Holding Co saw its shares leap 33.5% in premarket trading after announcing it has secured Google TV Masthead placements, enabling advertisers to appear as the first visual impression on Google TV devices across key markets including the US and UK. The deal extends access to premium inventory on over 500 million TV devices and pairs Google TV’…
KKR & Co. Inc. has agreed to acquire Arctos Partners in a transaction initially valued at $1.4 billion, with additional contingent payments tied to performance and extended vesting schedules. The acquisition brings a substantial sports franchise investment platform and capital-solutions capabilities into KKR’s fold, while adding experienced personn…
BMO Capital has launched coverage of the S&P 500 with a 2026 year-end target of 7,380 and projects an "expected return of about 8% for U.S. equities" for the year. In an outlook note, analyst François Trahan describes a cautiously optimistic stance underpinned by global monetary and fiscal stimulus, while warning of an unusually uncertain macro bac…
Investors moved sizeable capital into global equities outside the United States in January, drawn by lower valuations abroad, a softer dollar and concerns about the high cost of AI investment in U.S. technology stocks. LSEG Lipper data shows ex-U.S. equity funds, including ETFs, attracted $15.4 billion in January - the biggest monthly inflow in fou…
Chevron announced a series of senior leadership changes that will take effect in 2026, with several long-serving executives retiring and internal candidates moving into key roles across corporate business development, investor relations, supply and trading, and corporate strategy. The reshuffle occurs as Chevron continues integrating Hess assets an…
Blue Owl reported fourth-quarter results that beat analyst forecasts and disclosed a 22% year-over-year jump in assets under management, taking AUM above $300 billion. The firm's credit and real assets platforms powered the gain even as market worries about exposure to the software sector weigh on sentiment. Fundraising remained robust, with sizabl…
Cardinal Health increased its annual adjusted earnings-per-share guidance after reporting quarterly results that exceeded analyst expectations. The company pointed to elevated demand for specialty medications and broad segment strength, with its pharmaceutical and specialty solutions segment delivering marked year-over-year growth.
Barrick Mining said it will proceed with preparations for an initial public offering that will consolidate its North American gold assets and has appointed interim chief Mark Hill as chief executive and president. The planned listing, expected to complete by late 2026, would include interests in Nevada Gold Mines, Pueblo Viejo in the Dominican Repu…
Berenberg has downgraded Fresnillo plc from "buy" to "hold" after a substantial rally in the miner's share price. The broker raised its price target to GBp3,800 while noting that the stock's recent advance has left little upside versus current levels. Analysts increased earnings forecasts for 2026 and 2027 and incorporated Fresnillo's Probe Mining …
U.S. stock futures traded roughly flat as quarterly company reports continued to shape trading before the open. Pressure in parts of the software and semiconductor complex linked to artificial intelligence spending and component supply issues contrasted with standout results from several consumer and business-services firms.
Intercontinental Exchange reported stronger fourth-quarter profit, driven by elevated trading volumes amid market volatility. Net income rose to $862 million, or $1.49 per share, from $709 million, or $1.21 per share a year earlier. Energy trading revenue increased 15% to $548 million, helping the exchanges segment reach $1.36 billion.
