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.
29,957 total articles
Tempus AI shares advanced in morning trading following an announcement of a research collaboration with Angiosarcoma Awareness, Inc. The partnership will leverage roughly 600 de-identified angiosarcoma patient records linked to DNA and RNA sequencing and clinical data, bolstering the companys rare-disease data footprint amid ongoing pharma and dat…
DeepSeek announced plans to at least double staffing across its departments as it accelerates expansion following a reported effort to raise about 50 billion yuan ($7.4 billion). The Hangzhou-based AI company said the recruitment drive will focus on technical and engineering roles, after gaining early attention for its low-cost reasoning model and …
Applied Materials shares rose sharply after the company unveiled six new chipmaking systems aimed at DRAM production and advanced AI chip packaging. The product set, introduced on June 25, 2026, includes an enhanced epitaxy tool for DRAM, three packaging process systems and two electron-beam metrology platforms. The announcement coincided with broa…
Barclays upgraded Keurig Dr Pepper to Overweight from Equal Weight and increased its price target to $36 from $30. The broker pointed to improved financial leverage, diminished transaction uncertainty and clearer mechanics around the planned split between beverage and coffee businesses, arguing these developments enhance the company's risk-reward p…
Applied Materials jumped sharply in morning trade after Micron Technology posted a fiscal third-quarter beat and Applied unveiled a suite of six new DRAM- and packaging-focused chipmaking systems. Fresh price-target increases from major banks amplified demand, pushing the stock toward its 52-week high as investors priced in sustained AI-driven memo…
The U.S. Supreme Court, in a 6-3 decision, has permitted the Biden administration's successor to end Temporary Protected Status (TPS) designations for Haitians and Syrians, removing a barrier to deportation for more than 356,000 people from those two countries. Lower court rulings that had paused the terminations are overturned, and the ruling reso…
Equity trading on Thursday produced notable swings across market-cap tiers, with memory and storage names among the strongest gainers and a prominent travel stock posting the steepest decline. The session’s movers ranged from large technology and industrial firms to smaller biotech and specialty manufacturers.
Stifel reduced its price objective on Microsoft to $400 and argues that Wall Street's fiscal 2027 gross margin forecasts do not fully account for the margin pressure from a faster-growing Azure business and accelerating capital expenditures. The firm models a roughly 450 basis-point year-over-year gross margin contraction to about 63% in FY27 and b…
Dell Technologies shares fell 7.0% in morning trading to a session low of $391.17 as an industry memory shortage highlighted by Apple and a downgrade from GF Securities weighed on investor sentiment. The moves underscore near-term margin risk for PC and server makers and come amid significant insider share sales.
SanDisk stock rallied sharply after Citi boosted its price target, citing Micron’s stronger-than-expected results as evidence that NAND demand has surpassed supply. Additional support came from a higher price target from a veteran trader and a series of near-term catalysts flagged by Citi, propelling the stock back from a steep June decline.
Corning Inc. stock jumped sharply in morning trading, setting a new 52-week and intraday high after investors reacted to strong semiconductor earnings, a Needham report on NVIDIA’s potential $5–10 billion long-haul transmission project and fresh analyst price-target increases. The move was reinforced by Corning’s ongoing commercial ties with hypers…
Acuity Brands stock jumped 19.2% in morning trading after the company reported fiscal third-quarter 2026 results ahead of the open that outperformed Wall Street on both revenue and earnings. Adjusted EPS of $5.31 and net sales of $1.2 billion topped consensus estimates, while the Acuity Intelligent Spaces segment posted double-digit sales growth an…
Kymera Therapeutics rallied sharply in morning trading after the company said it had finished enrolling patients in its BROADEN2 Phase 2b study of KT-621, an oral STAT6 degrader for moderate-to-severe atopic dermatitis, nearly six months ahead of schedule. The accelerated enrollment shifts the anticipated topline readout to year-end 2026 and suppor…
On June 25 in Washington the U.S. Supreme Court ruled 7-2 that claims under state law claiming Bayer failed to warn users about cancer risks from glyphosate in Roundup are preempted by the Federal Insecticide, Fungicide and Rodenticide Act (FIFRA). The decision overturned a Missouri jury award of $1.25 million to John Durnell, who said he developed…
Citi refreshed its rankings for back-office application software firms after recent first-quarter results, favoring infrastructure-oriented businesses with consumption-driven revenue models and clear AI strategies. The investment bank elevated Box to its top pick, named Navan and Appian among its highest-conviction ideas, and highlighted regulatory…
Bayer AG stock jumped sharply after the U.S. Supreme Court ruled that state-level failure-to-warn claims over Roundup’s label are preempted by federal pesticide labeling rules. The 7-2 decision vacated a $1.25 million jury verdict and is expected to reduce a decade of litigation that has cost the company more than $10 billion, according to the comp…
Morgan Stanley downgraded Affirm Holdings to Equal-weight from Overweight and removed it from its Top Pick list, calling the action a valuation-driven decision rather than a change in the bank's view of the company’s long-term positioning. Analyst James Faucette praised Affirm's management and product strengths, but the firm said further upward rev…
Blue Owl Capital is reported to be in advanced discussions to acquire a minority interest in the Cleveland Cavaliers through its Dyal HomeCourt Partners vehicle. Sources say the stake would be roughly 5%-10% and that Sportico places the team’s enterprise value at $3.95 billion. Both Blue Owl and the Cavaliers declined to comment.
Extreme Networks announced Extreme Multi-Beam Wireless, a stadium-focused Wi‑Fi solution that pairs a 16-sector directional antenna system with sixteen Extreme AP5022FX Wi‑Fi 7 access points. The stock climbed 4.5% after the launch. Tennessee Titans will be the initial installer at Nissan Stadium in spring 2027.
Penguin Solutions (NASDAQ:PENG) saw its stock climb 8.2% in premarket trading following an announcement that its ClusterWareAI AI Factory Platform Operating System Software has been enhanced with an AI Factory Operations Agent, automated GPU remediation for Kubernetes workloads, and expanded hardware-level health visibility designed to improve AI f…
TTM Technologies Inc. (NASDAQ:TTMI) rose 2.5% in premarket trading after announcing it will be added to the Russell 1000 Index following the market close on June 26, 2026. The inclusion moves the company out of the Russell 2000 and may broaden institutional visibility as index-tracking funds rebalance.
Bank of America has revised its allocation preference within smaller-capitalization equities for the second half of 2026, moving to favor mid-cap stocks over small-cap names after a strong first-half rally in the Russell 2000. The bank points to increasing Federal Reserve rate-tightening risk and related refinancing stress for smaller companies, wh…
Canadian markets looked set for a stronger start after a weak session as blockbuster earnings from Micron revived investor appetite for technology and chip stocks. U.S. futures climbed on the back of robust guidance from chipmakers, gold ticked higher from multi-month lows, and crude oil fell as hopes of rising Middle East flows outweighed demand c…
This report catalogues the most notable insider purchases and sales disclosed Wednesday for U.S. equities, detailing sizes, prices, timing and holdings for each filing. Key activity included CEO buying at Occidental Petroleum and multi-million-dollar disposals by holders of Hinge Health and Citi Trends stock.
U.S. authorities denied Polestar permission to sell vehicles from model year 2027 in the United States, a move that effectively bars the Sweden-based, Geely-controlled electric vehicle maker from future U.S. sales beyond existing stock. Polestar will continue to sell current Polestar 3 and Polestar 4 inventory in the U.S. and will maintain its serv…
