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.
19,466 total articles
Bank of America analysts say the sharp rise in Anthropic’s annualized revenue run rate could bolster Amazon Web Services if a meaningful portion of Anthropic’s workloads run on AWS. Anthropic’s ARR climbed past $19 billion, with the company’s model and developer tools driving adoption among enterprises and consumers. BofA highlights potential quart…
On March 5, Amazon Web Services announced the launch of Amazon Connect Health, an AI-driven platform designed to reduce administrative burdens for healthcare providers and simplify patient access to care. The system integrates with electronic health records to support patient verification, appointment booking, medical history compilation, clinical …
Mizuho moved its highest-conviction pick from Airbnb to Booking.com after a report said OpenAI is stepping away from on-platform ChatGPT checkout and instead steering purchases to partner apps, including Instacart, Expedia and Booking.com. TheInformation's reporting said the checkout feature had limited merchant adoption, manual onboarding needs an…
Bank of America has reinstated coverage of a group of payments companies, saying fundamentals remain supportive thanks to growing electronic commerce, improving cross-border spending and an ongoing shift away from cash. The bank rates Visa and Mastercard as its preferred risk-adjusted plays, and assigns differentiated stances to digital-wallet and …
Sotera Health shares fell in premarket trading after the company disclosed a secondary offering in which private equity firms Warburg Pincus and GTCR intend to sell a combined 25 million shares. The disclosure included pre-offering ownership figures for both firms and the company’s total shares outstanding.
Berkshire Hathaway resumed buying back its own stock on Wednesday after a pause, marking the first repurchases since May 2024. New chief executive Greg Abel said the buybacks support long-term shareholder value and disclosed a personal purchase of 21 Class A shares worth about $15 million. The moves may help pare a $373.3 billion year-end cash bala…
Rising hostilities in the Middle East are straining Brazil’s agricultural supply chains. The conflict has interrupted maritime traffic through the Strait of Hormuz, prompting consideration of alternative discharge points and raising the prospect of cancelled grain contracts. At the same time, a significant share of Brazil’s imported urea transits t…
Shares of The Trade Desk jumped 20% after CEO Jeffrey Terry Green disclosed a purchase of 6 million shares worth $148,101,266. The buying occurred between March 2 and March 4 at prices between $23.49 and $25.08, with a Form 4 filed after Wednesday's market close. The move coincided with reports that the company is in talks to sell advertising on an…
UBS analysis of China smartphone sell-in data shows iPhone shipments tumbled about 37% year over year in January, following a 14% decline in December and a previous three-month surge tied to the iPhone 17 launch. Total smartphone sell-in in China fell an estimated 16% in January, with Apple’s share shrinking and monthly iPhone shipments at their lo…
BYD chairman Wang Chuanfu introduced the second-generation Blade Battery at a Shenzhen event, highlighting a claimed charging capability from 20% to 97% in under 12 minutes at temperatures as low as -20 degrees Celsius and extended driving ranges for select models. BYD also outlined plans to scale its Flash Charging network to 20,000 stations by th…
A fresh wave of attacks on commercial vessels in Gulf waters and cross-border strikes have intensified an already volatile security situation, disrupting shipping around major Middle Eastern producers and lifting global energy prices. Incidents included an attempted remote-controlled explosive boat attack on a Bahamas-flagged tanker near Iraq, a la…
OKX’s valuation rose to $25 billion after a minority investment from Intercontinental Exchange, the parent company of the NYSE. The strategic tie-up will see ICE license OKX spot prices and launch U.S.-regulated futures, while OKX will distribute ICE’s U.S. futures and tokenized equities to a global audience. The deal follows ICE’s recent investmen…
Senator Elizabeth Warren plans to introduce legislation aimed at stopping the commercial sale of military-grade ammunition produced at a U.S. Army-owned plant, arguing that some of those rounds have been diverted to Mexican drug cartels and used in multiple U.S. mass shootings. The Stop Militarizing Our Streets Act would curb sales by Pentagon cont…
Delta Air Lines announced a broad executive reshuffle that moves Chief Financial Officer Dan Janki into the chief operating officer role and names Peter Carter as president. The changes take effect April 1 as long-serving operations head John Laughter prepares to retire and remain through April 30. Several other senior appointments and departures w…
J.P. Morgan has identified mining equipment manufacturers as an attractive segment within the European capital goods complex ahead of 2026. The bank points to robust commodity fundamentals and improving order flows on mining projects, and singles out companies with strong technology offerings and substantial aftermarket revenues that it believes wi…
BP evacuated its foreign personnel from an oil field in Iraq after detecting drone activity near the site. The move comes amid a string of maritime attacks in regional waters tied to the U.S.-Iran conflict and renewed concerns about European gas supplies following reports Russia may consider stopping exports to Europe.
J.P. Morgan has launched coverage of Czech defense manufacturer Czechoslovak Group (CSG) with an "overweight" recommendation and a €40 price target in a research note dated March 5, 2026. The brokerage's valuation rests on multiples-based assumptions and forecasts robust revenue and earnings growth through 2027, while highlighting CSG's market posi…
Minutes from the European Central Bank's latest meeting indicate mounting concern among policymakers that inflation may fall further below the bank's target in the near term. While incoming data broadly affirmed the baseline outlook in the December staff projections, officials flagged that recent shocks and a stronger euro could push inflation lowe…
USA Rare Earth announced it will acquire the remaining minority interest in the Round Top rare earth deposit in Texas in an all-stock transaction valued at $73 million. The deal, approved by both companies’ boards, will transfer all outstanding shares of Texas Mineral Resources to USA Rare Earth and is expected to close by the third quarter. The mo…
Saudi Arabia's equity market finished higher on Thursday, with the Tadawul All Share index rising 0.78%. Gains were concentrated in the Media & Publishing, Energy & Utilities and Agriculture & Food sectors. Al Moammar Information Systems led the session with a near 10% jump, while CATRION Catering Holding fell to a three-year low. Oil and gold futu…
U.S. stock futures opened slightly lower on Thursday amid investor concern about the economic fallout from the ongoing Middle East conflict. Several companies reported quarterly results or guidance that drove notable premarket share price moves, with Broadcom and Burlington Stores rising sharply while StubHub, BJs Wholesale Club and Victoria’s Secr…
Analysts at Bernstein caution that the same dynamics behind this year’s gains in oil-related equities - sensitivity to oil prices, investor rotation into the sector, and a premium for geopolitical risk - also create pathways for further declines. Bernstein analyst Bob Brackett identifies three scenarios that tend to make oil-linked stocks fall: dem…
Barclays downgraded Television Francaise 1 SA (TFFP) to Underweight from Equal Weight, warning that escalating tensions in the Middle East and faltering French television advertising trends could weigh on broadcasters. The bank also cut its price target and reduced earnings estimates for 2026 and 2027, citing weaker ad growth assumptions and modell…
Meta has informed EU competition authorities it will permit general-purpose AI chatbots to operate on WhatsApp in Europe for the next 12 months through the WhatsApp Business API for a fee. The move comes as the European Commission weighs interim measures after complaints from AI providers barred from the messaging platform and follows similar regul…
Grocery Outlet Holding Corp. (NASDAQ:GO) saw its stock fall about 24% in premarket trading after fourth-quarter results and fiscal 2026 guidance missed key expectations. Adjusted EPS and adjusted EBITDA fell short of analyst estimates despite an 11% year-over-year rise in net sales to $1.22 billion. Management disclosed an optimization plan with re…
