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.
30,141 total articles
Korean export data for April indicate continued momentum in High Bandwidth Memory (HBM) shipments for Samsung Electronics and SK Hynix heading into the second quarter of 2026, Bernstein said. Multichip memory exports to Taiwan and Malaysia reached $3.7 billion in April, a monthly decline tied to seasonality but a substantial 62% increase from Janua…
U.S. stock futures moved higher Wednesday as markets looked toward earnings from Nvidia and monitored rising government bond yields. Semiconductor and select retail names led premarket gains, while major energy producers retreated alongside falling oil prices amid mixed signals on Iran negotiations.
Morgan Stanley has asked its Hong Kong-based bankers to carry mobile devices provided by the firm when they travel to mainland China. The devices, reported to be iPhones and iPads, are to be used for business activity while on the mainland. The bank has not given staff a reason for the policy. The move comes as international banks operating in Grea…
Klarna's stock climbed 4% on Wednesday after the company released a Shopping Search app inside ChatGPT. The integration lets users query products within ChatGPT, view visual results that include live prices, availability and merchant offers, and then follow links to merchant sites to complete purchases. Klarna's Product Search MCP server connects t…
Kepler Cheuvreux has initiated coverage on Danish medtech company Coloplast with a buy rating and a target price of DKK482. With the stock trading at DKK404.40, the target implies roughly 19.2% upside. The research note left the target and adjusted EPS estimates for 2026 and 2027 unchanged, arguing the share de-rating has gone too far and that the …
Analog Devices said it expects third-quarter revenue to come in above Wall Street projections, reflecting stronger demand for its power-management semiconductors and sensor products tied to AI infrastructure growth. The company beat second-quarter revenue and earnings expectations, disclosed a roughly $1.5 billion cash deal for Empower Semiconducto…
Lowe's stock fell about 2.0% in pre-market trading after the home-improvement retailer reported fiscal first-quarter results that beat expectations on adjusted EPS and sales but issued fiscal 2026 profit guidance whose midpoint sits below analyst consensus. The company also disclosed $96 million in pre-tax expenses tied to recent acquisitions, whil…
CAVA Group Inc reported first-quarter 2026 results that topped analyst expectations, sending the stock higher in pre-market trading. Revenue was approximately $434–$438 million, up 32.2% year-over-year, while same-restaurant sales increased 9.7% driven by a 6.8% rise in guest traffic and a 2.9% contribution from menu price and mix. Management also …
VF Corporation shares climbed in pre-market trading after the company posted Q4 fiscal 2026 results that beat expectations on both revenue and earnings. The firm returned to full-year revenue growth, widened margins and reduced debt. A recent analyst upgrade for VFC, issued two days before the results, plus a declared quarterly dividend reinforced …
The United Nations Food and Agriculture Organization (FAO) says a closure of the Strait of Hormuz marks the start of a systemic agrifood shock that could lead to a severe global food price crisis within six to 12 months. The agency urged immediate action on alternative trade corridors, limits on export restrictions, protection for humanitarian ship…
Roblox announced its first-ever share repurchase program, authorizing up to $3 billion of common stock and signaling an intent to buy back up to $1 billion over the next 12 months. The move lifted the stock in pre-market trading despite a softer broader market and recent insider selling. Management framed the authorization as a vote of confidence i…
Medline shares fell sharply in pre-market trading following a first-quarter report that showed double-digit revenue growth but a pronounced decline in profitability. While sales rose 10.7% year-over-year to $7.4 billion, net income and adjusted EBITDA both contracted as tariff-related cost increases, higher operating expenses tied to new-customer e…
Immunovant reported encouraging preliminary results from its IMVT-1402 trial in difficult-to-treat rheumatoid arthritis, posting Week 16 ACR20/50/70 response rates of 72.7%, 54.5% and 35.8% in the open-label period. Shares rose 20% on the news. The company said the therapy was safe and well-tolerated, has additional clinical programs progressing, a…
Hasbro reported first-quarter revenue and adjusted earnings above analyst expectations, fueled by growth in its Wizards of the Coast and Digital Gaming business and aided by cost-saving measures. The company disclosed the results were delayed following unauthorized access to its network, reiterated its annual outlook and disclosed $8.3 million in U…
Thales has entered a strategic partnership with Google Cloud to deliver a sovereign cloud offering in Germany. The service will run on dedicated infrastructure operated by a newly formed German company that Thales will fully own and control, staffed by German personnel and designed to prevent access by third parties, including non-European entities…
Nvidia is scheduled to announce first-quarter results after the market close on Wednesday. Analysts view the report as a test of whether yet another strong revenue-and-earnings beat will rekindle investor enthusiasm for artificial intelligence, or if persistent upward pressure on bond yields will keep market focus elsewhere. Commentary from Wolfe R…
Bank of America has increased its estimate for the server CPU total addressable market (TAM) to $125 billion by 2030 from a prior $110 billion view, citing the emergence of agentic AI workloads that place greater demands on processors. The bank singles out AMD and Nvidia as its top picks to benefit from the trend, while forecasting notable market-s…
BNP Paribas upgraded Zurich Airport to Outperform from Neutral and lifted its price target by 8% to CHF277, citing an attractive entry point after share weakness related to the Middle East conflict that the bank views as excessive. The broker pointed to resilient regulated revenues, solid medium-term traffic prospects and low leverage as reasons to…
Chewy Inc. shares fell sharply after CEO Sumit Singh warned that consumers are more "stretched" than earlier in the year during remarks at the JPMorgan Technology, Media & Communications Conference. The stock hit a 52-week low of $19.47 and fell as much as 8.8% intraday before a small pre-market bounce of 0.4% to $19.73. Market sentiment remains pr…
Senior executives at major banks are telling employees to adapt to generative AI even as firms begin to cut roles. HSBC's chief executive framed the technology as both a destroyer and creator of jobs, while Standard Chartered announced plans to remove nearly 8,000 positions and to reduce certain corporate functions by 15% by 2030. Analysts and acad…
Stellantis returned to profitability in the first quarter and saw strong demand for its Ram trucks, but Jeep’s newly relaunched Cherokee hybrid has delivered only modest sales, testing the company’s turnaround plans under CEO Antonio Filosa. Elevated costs, tariffs and production constraints are weighing on the compact SUV’s early performance even …
Chinese President Xi Jinping and Russian President Vladimir Putin used a ceremonial state visit to underscore closer bilateral ties and signed a lengthy joint statement touching on nuclear security, Taiwan and cultural exchanges. They voiced opposition to U.S. missile defence plans described as the 'Golden Dome' and reiterated concerns about a retu…
Target raised its full-year net sales growth projection to about 4% from a prior 2% forecast, signaling initial progress from CEO Michael Fiddelke’s investment-driven turnaround. The company reported a 5.6% increase in same-store sales for the first financial quarter, an 8.9% rise in digital sales and a 27% jump in same-day deliveries through its C…
Two recent battery-related fires involving Volvo Cars' EX30 electric SUV have prompted Thailand's consumer protection agency to escalate complaints, potentially opening civil proceedings against Volvo Thailand and its dealers. The development intensifies pressure on the automaker as it manages a global recall and distribution delays for replacement…
Indian stock indices finished slightly higher on Wednesday, with the Nifty 50 up 0.17% and the BSE Sensex 30 adding 0.16%. Buying was concentrated in power, capital goods and oil and gas names, while select technology and metal-related stocks softened. Broader market participation showed marginally more advancers than decliners on both the NSE and …
