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.
20,604 total articles
Snap Inc. said Friday it has entered a multi-year strategic agreement with Qualcomm Technologies to supply Snapdragon system-on-a-chip technology for future generations of its Specs eyewear. The deal builds on more than five years of prior collaboration and targets on-device AI, advanced graphics, and multiuser experiences for a standalone, see-thr…
U.S. construction equipment dealers recorded low-single-digit year-over-year retail sales growth in the first quarter of 2026, marginally ahead of initial expectations, according to a DA Davidson survey of roughly 20 dealers. While current sales showed a small improvement versus recent weakness, the survey flagged a deterioration in forward-looking…
HawkEye 360, a Herndon, Virginia-based signals intelligence data and analytics company, has filed a Form S-1 registration statement with the U.S. Securities and Exchange Commission for a proposed initial public offering of its common stock. The firm plans to list on the New York Stock Exchange under the ticker HAWK, but has not specified the number…
Goldman Sachs analysts told clients they see modest upside to first-quarter earnings for IBM and Cognizant, while warning that Globant may face downside pressure due to its customer mix and Middle East exposure. The bank described the IT services sector as 'increasingly undemanding' after a significant re-rating tied to AI-disruption concerns and s…
The U.S. dollar retreated as markets moved higher on a broad relief rally, Bank of America strategists say. While the bank maintains a cautious near-term stance pending developments in ongoing war negotiations, its longer-term view remains bearish on the dollar and it highlights specific currency trade ideas and emerging-market opportunities.
A Morgan Stanley AI disruption tracker indicates early, narrowly focused labor-market effects from artificial intelligence. The tool finds signs of displacement concentrated among younger workers and in occupations with high AI exposure, but concludes the net contribution to overall unemployment is minimal.
Apple has secured large allocations of TSMC’s System on Integrated Circuit (SoIC) capacity for 2026 and 2027, commitments that industry analysts say are likely destined for server-side AI accelerators rather than the company’s Mac lineup. The scale of the wafer reservations exceeds the needs of current Ultra-powered Mac shipments, supporting the vi…
Cabin crew at Lufthansa and regional carrier Lufthansa CityLine staged a one-day strike across Germany, canceling hundreds of flights and disrupting tens of thousands of passengers. Meanwhile, Lufthansa Group’s newest unit, Lufthansa City Airlines, concluded its first collective bargaining agreement covering 500 cockpit and cabin crew, with across-…
Chile will inaugurate CESCO Week in Santiago with a day devoted to lithium as the country seeks to diversify away from decades of copper dependence. The World Lithium Conference, organised by CRU and the International Lithium Association, launches amid a tightening lithium market, rebounding prices and heightened international interest from miners …
Snap's newly formed smart glasses division, Specs, will use Qualcomm's Snapdragon XR processor platform in devices due later this year under a multi-year agreement. Financial terms were not disclosed. The arrangement continues a long-standing technical relationship between Snap and Qualcomm and follows pressure from an activist investor over the fu…
Net inflows into U.S. equity funds accelerated in the week ending April 8, driven by optimism that a potential two-week ceasefire in the Middle East could ease disruptions to oil and gas shipments through the Strait of Hormuz. Sector funds, bond allocations and money market vehicles also attracted fresh cash during the period.
CoreWeave's stock climbed in U.S. premarket trading after Anthropic agreed to rent computing capacity from the New Jersey-based cloud specialist. The engagement will see CoreWeave assist with building and deploying Anthropic's Claude AI models under a phased infrastructure roll-out that may expand over time, following a recent $21 billion agreement…
CoreWeave confirmed a multi-year infrastructure agreement with Anthropic, prompting a more than 5.2% rise in the company’s shares in pre-market trading on Friday. Under the arrangement, Anthropic will run development and production-scale workloads for its Claude AI models on CoreWeave’s cloud platform. The deployment will begin with a phased rollou…
Shares of Kyivstar Group climbed 9% after media reports said a Russian envoy met with officials from President Donald Trump’s administration to discuss a possible peace agreement and expanded U.S.-Russia economic cooperation. Russia has denied that formal talks resumed, while a Ukrainian negotiator signalled movement toward a settlement. The develo…
U.S. stock futures were subdued early Friday as investors reacted to signs that a U.S.-Iran ceasefire agreement may be fragile. By 06:30 ET (10:30 GMT) the Dow futures were down 41 points, or 0.1%, while S&P 500 and Nasdaq 100 futures were largely unchanged. Key premarket moves included downgrades that pressured Nike and several software firms, str…
Turkish Airlines announced a leadership reshuffle on Friday, naming Ahmet Olmustur as chief executive and Murat Seker as chairman, while also deciding not to distribute a dividend from its 2025 net profit of 118.2 billion lira. The carrier said it will retain earnings to preserve cash in light of ongoing conflict in the Middle East and related oper…
UBS has designated a cohort of 'European Leaders' on its Global Equity Focus List — companies it views as particularly well placed to profit from structural themes including AI and automation, decarbonization, infrastructure expansion, demographic change and financial-sector reform. The group spans semiconductors, industrial automation, energy mana…
Global equity funds saw a near doubling of net inflows in the week through April 8, driven in part by a two-week ceasefire in the Middle East that lifted hopes for resumed shipments through the Strait of Hormuz. Net purchases across regions and sectors rose, while bond funds, money market instruments and precious metals also attracted fresh capital…
SpaceX’s planned initial public offering has prompted investors and bankers to adopt unconventional valuation frameworks as they wrestle with how to price a company without close public peers. Some large backers are privately comparing the rocket and satellite operator to high-multiple AI and infrastructure plays such as Palantir, GE Vernova and Ve…
Piper Sandler downgraded Nike to neutral and assigned a $50 price target, citing signs that the athleisure market may be near saturation, a rapid decline in the Classics category, and doubts about the company’s ability to generate innovation-driven volume. The firm also reduced its valuation multiple amid limited earnings visibility and ongoing dow…
Tempus AI Inc. shares rose 3% Friday morning after the company announced an expanded, multi-year collaboration with Gilead Sciences. The deal gives Gilead enterprise-wide access to Tempus’ Lens platform, broader multimodal datasets across multiple indications, and dedicated analytical services intended to generate insights to inform cancer clinical…
Goldman Sachs upgraded Holcim from neutral to buy, citing recent share price weakness and what it calls a "multi-year growth story." The bank increased its 12-month price target to CHF 82, raised select earnings forecasts for FY26 and FY28, and pointed to factors including Holcim's Pacasmayo acquisition, European clinker targets, and Carbon Capture…
Alibaba has confirmed that HappyHorse-1.0, an AI model that recently rose to the top of global benchmarks for text-to-video and image-to-video generation, originates from its ATH AI Innovation Unit. The model first appeared anonymously on the Artificial Analysis benchmarking site and later was linked to Alibaba via a disclosure on a newly created X…
Large technology companies are committing capital and long-term offtake agreements to next-generation nuclear projects, helping to address financing gaps and provide revenue certainty for developers of small modular reactors amid rising electricity demand from AI data centers. While these partnerships have attracted attention from banks and institu…
U.S. and European Union officials are close to finalizing a coordinated approach to producing and procuring critical metals, aiming to reduce dependence on dominant external suppliers. The emerging framework would include incentives potentially tied to price guarantees for non-dominant producers and would span the full lifecycle of these minerals f…
