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
DHL said it will continue to take delivery orders for the Middle East despite the escalation in the U.S.-Iran conflict, though customers should expect delays. CEO Tobias Meyer made the remarks at a press conference following the company’s annual results, noting that deliveries to Israel are currently routed via Cyprus and reiterating the group's co…
Wix.com Ltd. said it will repurchase up to $1.75 billion of its ordinary shares through a modified Dutch auction tender offer, permitting shareholders to sell shares for cash at a price between $80.00 and $92.00 per share. The announcement followed an earnings release that had already lifted the stock, and the buyback plan prompted a further modest…
Indian Oil Corp is accelerating the acquisition of Russian crude oil, including cargoes that are currently loaded on vessels anchored around India, a company source said. The state-owned refiner is expediting these transactions as part of its procurement plan, and other Indian refiners are reported to be considering Russian purchases while tankers …
Kroger on March 5 provided conservative guidance for fiscal 2026, forecasting low single-digit comparable sales growth excluding fuel and an adjusted earnings-per-share range that sits at or below Wall Street estimates. The report is the company’s first under CEO Greg Foran, who takes the helm following a leadership gap after the exit of long-time …
Wizz Air expects the operational and financial effects of the Middle East crisis to be confined to the fiscal year ending March 2026, with conditions starting to improve after April. The airline is moving a majority of its Middle East capacity back to Europe, is not prioritizing expansion in Israel, and cites strong fuel hedges and potential accele…
BofA Securities' research finds that steep increases in energy prices have historically preceded gains of up to 2.3% in a major European stock index over the following one to six months about 70% of the time. The bank's strategists report that ‘high quality’ stocks with low leverage and steady profits have tended to outperform, while banks have gen…
JPMorgan research highlights a repeated sequence in investor flows observed after the 2022 outbreak of war in Ukraine: initial retail resilience in equities, immediate selling of bond funds, a turning point after about a month once the conflict was seen as protracted and inflationary pressure from energy emerged, and coordinated moves in commoditie…
Citi upgraded Airbus from Neutral to Buy and increased its price target to €217 from €208, pointing to sustained long-term production growth, an improving defense franchise and a favorable U.S. dollar-euro relationship. The stock rose 2.1% by 11:37 GMT on Thursday. While delivery ramps have been slower than expected and near-term operating profit f…
J.P. Morgan reworked its coverage of several European exploration and production names after Iran declared the Strait of Hormuz closed, a move the bank says threatens a significant portion of global seaborne crude and LNG flows. The firm raised its 2026 Brent assumption and increased price targets across EnQuest, Aker BP, Var Energi and Harbour Ene…
Snam's chief executive told analysts that Italy does not expect disruptions to its natural gas deliveries tied to the Middle East crisis through April, highlighting that national storage sits at 45% capacity versus about 30% across the rest of Europe. The company manages the country's transmission network, strategic reserves and connections to mult…
Revolut has filed for a U.S. bank charter and named Cetin Duransoy, a former Visa executive, as its chief executive for the United States. The move is part of a push into the U.S. market that would allow the firm to take deposits, lend, issue credit cards and handle payments if approved by the Office of the Comptroller of the Currency and the Feder…
A marked fall in share prices for financial and data providers has attracted attention from private equity suitors, but growing concern over AI's potential to disrupt these subscription-driven models is causing bidders to rethink valuations and deal structures. Investors and bankers say uncertain competitive dynamics driven by rapid AI advances com…
The closure of Gulf airspace amid heightened Middle East tensions has shown how concentrated international connectivity is around a few major hubs, with Dubai — the busiest international airport — forced to manage large flows of displaced travelers and to rebuild disrupted routes. Industry insiders expect recovery if the conflict remains limited, b…
South Korea's Kospi jumped 9.6% on Thursday following a record 12% decline the previous day tied to concerns about U.S.-Israeli strikes on Iran and the risk of interruptions to oil and LNG shipments through the Strait of Hormuz. Traders bid up major technology and auto names, while authorities held emergency talks and analysts kept a cautious near-…
Bernstein has raised its view on electricity consumption for the second half of 2026 in India, driven by a warmer seasonal outlook as La Nina gives way to El Nino earlier than previously expected. The broker flagged that higher demand is unlikely to feed through to materially greater profits for power producers, while naming NTPC as its preferred u…
Indian stock benchmarks closed higher on Thursday, with the Nifty 50 rising 1.17% and the BSE Sensex up 1.14%. Strength in Power, Metals and Capital Goods stocks drove the advance, while select financial and IT names lagged. Market breadth was positive across both exchanges and the India VIX declined, even as commodities and currency pairs showed n…
Broadcom said it expects AI chip sales to exceed $100 billion in 2027, citing large deliveries of tensor processing capacity to Anthropic and OpenAI. The announcement sent shares higher in premarket trading and accompanied raised quarterly revenue guidance and a $10 billion share-repurchase program.
A cycle of strikes between Israel and Iran continued into a sixth day as air attacks, missile launches and regional explosions spread across the Gulf. The violence has dented market sentiment, lifted oil prices, and raised concerns about shipping through the Strait of Hormuz while political and military responses evolve.
China Mineral Resources Group has expanded limits on buying certain BHP seaborne iron ore products, telling traders to reduce purchases of Mac fines, Newman fines and Newman lumps while longstanding contract talks continue unresolved. The move follows earlier prohibitions on other BHP grades and has led to unusually low sales and a build-up of Jimb…
JD.com reported fourth-quarter revenue slightly below analyst expectations and recorded a net loss for the period, reflecting softer consumer spending, diminishing gains from government subsidies and intensifying competitive pressure from rivals offering deeper discounts. U.S.-listed shares traded marginally higher in premarket activity.
Boskalis reported a record €1,336 million in EBITDA for fiscal year 2025, a 3% rise year-on-year and a 16% increase when excluding a prior exceptional gain. Revenue grew 2%, driven by Offshore Energy and a sharp improvement in Towage that offset a decline in Dredging & Infra. The company cautioned it does not expect to match the 2025 performance in…
Hunting PLC delivered fiscal 2025 results aligned with prior guidance, including EBITDA that matched expectations, while revealing a marked reduction in its order book. Management kept fiscal 2026 EBITDA guidance unchanged, approved a fresh $40 million share buyback and outlined additional cost cuts even as certain divisional margins softened.
Babcock International reported fiscal 2025 results that modestly outperformed consensus on earnings per share and adjusted EBITA, while matching revenue expectations. The defence-focused engineering group recorded stronger-than-expected free cash flow, expanded its order book and announced a £75 million share buyback that prompted an update to year…
Cicor Technologies reported fiscal 2025 revenue of CHF617m, slightly above analyst projections, but showed margin compression linked to recent acquisitions. Orders and free cash flow outperformed estimates, while the company set sales and EBITDA guidance for fiscal 2026 that anticipates a return to organic growth later in the year.
R&S Group reported second-half fiscal 2025 results that exceeded analyst forecasts for EBITDA, EBIT and net profit, delivered an adjusted full-year EBITDA margin above prior guidance, and reconfirmed its order intake, sales and backlog while maintaining medium-term targets for organic growth and margins.
