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.
20,608 total articles
Stellantis NV has appointed Michael Orange, formerly Hyundai Motor America’s vice president of national sales, as its new head of U.S. sales effective April 22. The move comes as the automaker rides a 12% rise in global shipments in the first quarter led by stronger Ram pickup deliveries in the U.S., and amid pressures from overcapacity in Europe a…
Bank of America reiterated a bullish view on Dell, arguing the PC and server maker is well placed to capture an ongoing increase in AI infrastructure spending. Analyst Wamsi Mohan projects 28% unit growth for AI servers in 2026 and a 50% rise in average selling prices, producing a $495 billion AI server market next year. BofA estimates Dell will ca…
Goldman Sachs analysts see a pick-up in capital spending by hospital systems on revenue-generating medical technologies, favoring Philips in Europe and GE HealthCare in the U.S. The bank points to a surge in MRI and CT tenders across Europe and a product cycle inflection for GE HealthCare as reasons for a constructive stance ahead of first-quarter …
Market research firm Apptopia reports that Starlink's global app downloads and monthly active users more than doubled in the first quarter versus a year earlier. The satellite internet unit of SpaceX recorded four consecutive quarters of MAU growth above 100%, with notable gains in Brazil, Argentina and the United States. Analysts say sustained sub…
Shares of Myseum climbed more than 270% Thursday after the company announced it is changing its trading name to Myseum.AI and said it is integrating proprietary artificial intelligence into its messaging and social platforms. The company said the AI agents under development will help users manage personal media while preserving privacy and that its…
Walmart announced plans to remodel 72 stores across Texas in 2026 under its broader store modernization program. The upgrades will update store layouts, technology and services to accelerate shopping and delivery times, add pharmacy and vision enhancements, expand brand assortments, and support new services for Walmart+ members. The company is also…
American Express announced plans to purchase Hyper, an AI-focused expense management startup backed by OpenAI CEO Sam Altman. The acquisition, with terms undisclosed and expected to close in the second quarter of 2026, is part of AmEx's push to add automation tools for commercial clients and strengthen its position in corporate spending.
Alphabet’s Google is negotiating with the U.S. Department of Defense to permit deployment of its Gemini AI models in classified settings, with discussions focused on allowing all lawful uses while including contract language aimed at preventing domestic mass surveillance and autonomous weapons without human oversight.
Google is negotiating terms with the U.S. Department of Defense to allow deployment of its Gemini AI models within classified settings, according to people with direct knowledge of the discussions. The talks center on permitting the Pentagon to use Google’s AI for lawful purposes while including contractual safeguards against domestic mass surveill…
At its annual shareholders meeting, Mercedes-Benz faced pointed criticism from major investors who say the automaker’s emphasis on top-tier luxury models could hamper its recovery in China, where it and other German premium brands have ceded share to technology-focused domestic competitors. Management outlined a China-specific product refresh and a…
Bit Origin Ltd (NASDAQ:BTOG) saw its stock jump 70% after announcing it had secured strategic financing to investigate expansion into AI-focused computing, storage infrastructure and cooling services. The company intends to use the funds to assess leasing, management and optimization of AI computing resources, leveraging internal capabilities and p…
At Mercedes-Benz’s annual shareholders’ meeting, investors cautioned that a strategy concentrated on the upper end of the market could hinder the company’s ability to reclaim Chinese buyers after a sharp sales decline. Executives outlined plans for new models and jointly developed driving assistance systems, while reaffirming medium-term sales targ…
Futures tied to Canada's primary stock index ticked upward Thursday as investors leaned into growing expectations that the U.S. and Iran could negotiate a lasting ceasefire. Benchmark Canadian contracts and U.S. futures gained modestly, while sector performance diverged - financials advanced, energy lagged amid easing oil prices, and gold ticked hi…
Corporate insiders and significant shareholders reported a string of notable transactions disclosed Wednesday. Purchases included large director buys at Conagra Brands and institutional accumulation at Lamb Weston, along with insider buying at Virco and Airsculpt. On the sell side, executives and large holders completed multi-million-dollar disposa…
UBS has identified European software companies that combine predictable earnings and exposure to long-term secular trends as preferred investments. The broker highlights The Sage Group Plc and Indra Sistemas as top selections, citing Sage's recurring revenue base and insulation from recent geopolitical disruption and Indra's attractive valuation fo…
Google's Gemini has steadily increased its share of unique visitors to AI model interfaces, though it still records fewer total users than OpenAI's ChatGPT. Broker Piper Sandler, using SEMRush traffic data, reports Gemini drew roughly 368 million unique visitors in March 2026 versus about 777 million for ChatGPT. Concurrent moves in prediction mark…
Saudi Arabia's stock market closed lower, with the Tadawul All Share falling 0.30% as declines in Cement, Telecoms & IT and Financial Services outpaced gains elsewhere. Market breadth was positive but limited, while oil and gold prices moved higher and key currency pairs showed minor shifts against the riyal.
Barclays has upgraded its stance on the European utilities sector from market weight to overweight, pointing to stronger earnings momentum, higher energy prices supporting near-term performance, and the sector's defensive qualities should macro conditions deteriorate. The broker sees 2026 as a pivotal year for earnings and total returns and expects…
Charles Schwab reported record first-quarter revenue and profit, powered by growth in client relationships, a jump in trading activity and increased use of its wealth and banking services. The firm posted higher daily trading volumes, meaningful net new asset inflows and rising trading revenue as markets experienced heightened volatility in early 2…
Bank of America strategists say 2026 has introduced a new market regime characterized by rising corporate earnings alongside falling valuations. The bank highlights more than 10% P/E compression since 2025, projects 13% EPS growth for the year, and retains a year-end S&P 500 target of 7,100. Sector-by-sector, BofA warns that Technology, Media and T…
Forecasts for Europe’s STOXX 600 indicate only modest overall first-quarter profit growth, with energy companies driving most of the improvement. Excluding the energy sector, earnings growth is nearly flat while revenues for non-energy blue chips are projected to fall. Real estate and utilities are among sectors expected to see notable profit decli…
Kering, the $40 billion parent of Gucci, announced a plan that aims to more than double group operating margin from an 11% level recorded in 2025, while setting no specific margin goal for Gucci itself. The multi-year ReconKering program to 2030 focuses on store closures, inventory reductions and pricing discipline, but provides limited brand-level…
U.S. equity futures traded with little conviction Thursday morning following fresh record closes for the S&P 500 and Nasdaq Composite in the prior session. Optimism around possible U.S.-Iran talks and a steady stream of corporate earnings supported the earlier advances. Ahead of the opening bell, a handful of blue-chip names and financial firms reg…
Stellantis and Microsoft announced a five-year strategic partnership to co-develop artificial intelligence, cybersecurity and engineering capabilities. The agreement expands an existing relationship, covers over 100 AI initiatives, aims to modernize Stellantis' IT on Microsoft's Azure cloud with a target 60% reduction in data centre footprint by 20…
Oracle shares gained after technology sector strength and the announcement of broader multicloud connectivity with Amazon Web Services. The agreement will link Oracle Interconnect with AWS Interconnect - multicloud to provide private, high-speed connections between Oracle Cloud Infrastructure and AWS, with initial availability planned in the AWS US…
