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.
30,145 total articles
Bank of America has increased its 2026 S&P 500 earnings-per-share estimate to $335, signaling 22% year-over-year growth, while maintaining a guarded stance on the index overall. Analyst Savita Subramanian disputes the popular view that semiconductors are in a valuation bubble and software stocks are cheap, pointing to upgraded semiconductor earning…
Cerebras Systems stock climbed 5.56% to $295.27 in morning trading as buyers returned after a sharp post-IPO pullback. The recovery is supported by a 76% revenue increase to $510 million, a swing to $88 million in net income, major hyperscaler agreements with OpenAI and Amazon Web Services, and institutional purchases by ARK Invest.
Citigroup and BlackRock’s private credit arm HPS Investment Partners have agreed to jointly originate and structure direct loans across Europe under a new Citi/HPS Private Capital Program. The initiative will pursue as much as €15 billion of sub-investment grade financings over five years, covering senior and junior credit for corporate and private…
York Space Systems Inc. shares climbed about 8.37% in morning trading as investor attention refocused on the company's definitive agreement to acquire ALL.SPACE. The deal, analyst support, insider purchases and management's reaffirmed guidance outweighed investor reaction to mixed Q1 2026 results that had prompted a steep selloff last week.
Catalyst Brands plans to expand the headcount at its Bengaluru global capability centre to roughly 1,000 employees by year-end, increasing from about 650 at the start of the year. The move reflects a transfer of a greater share of global work to India, with Bengaluru assuming broader duties across digital operations, creative services, planning and…
Olympus Corp. shares climbed after the company reported FY2026 results showing a modest revenue increase but a decline in adjusted operating profit largely tied to FDA-related disruptions. A fourth-quarter rebound in shipments, a refreshed capital allocation plan including up to ¥60 billion in share repurchases, and an analyst upgrade tied to new e…
Quantum Cyber N.V. (NASDAQ:QUCY) announced the incorporation of a Nevada-based, wholly owned subsidiary, Quantum Drones Corporation, to drive its domestic defense technology initiatives and target U.S. government procurement. The move coincided with a 22.3% premarket jump in QUCY shares. Leadership appointments and stated budget opportunities for d…
Boston Scientific announced a $2 billion accelerated share repurchase with JPMorgan Chase Bank and a separate $1.5 billion equity investment in MiRus LLC, prompting a modest premarket uptick in its stock. The transactions are part of an existing $5 billion buyback authorization and include an option to acquire MiRus' investigational SIEGEL TAVR sys…
BofA Securities upgraded its year-end targets for Japan’s equity benchmarks on the back of stronger-than-expected corporate earnings tied to a surge in AI investment. The bank now targets TOPIX at 4,200 and the Nikkei 225 at 67,000, citing robust recurring profit growth and Japan’s role in the AI supply chain, while cautioning that the recent rally…
Can-Fite BioPharma saw a premarket share increase after a peer-reviewed study in Frontiers in Veterinary Science reported that oral Piclidenoson improved mobility and pain measures in dogs with osteoarthritis while maintaining a favorable safety profile. The drug is being developed for veterinary use by Vetbiolix under a license potentially worth u…
UnitedHealth Group shares fell about 3% after Berkshire Hathaway announced it had sold its stake in the health insurer as part of first-quarter portfolio changes under CEO Greg Abel. The move follows Berkshire's August purchase of 5 million UnitedHealth shares and comes as UnitedHealth has posted stronger quarterly results and lifted its annual pro…
Advanced Micro Devices Chief Executive Officer Lisa Su met with Chinese Vice Premier He Lifeng in Beijing, where He welcomed AMD and other firms to pursue deeper cooperation. He cited recent discussions at the highest level between the U.S. and China and said trade teams had produced balanced outcomes that should add certainty to bilateral economic…
Northrop Grumman has been selected as one of five preferred payload providers under the Department of War's Drone Dominance Program Lethality Prize Challenge. The award positions the company to supply its off-the-shelf Common UAS Payload as the U.S. moves to accelerate production and fielding of low-cost, consumable unmanned systems at scale.
ImmunityBio Inc reported the award of five U.S. patents protecting its ANKTIVA plus BCG combination regimen for treating non-muscle invasive bladder cancer. The patents, which extend through at least 2035, cover treatment methods, defined-dose pharmaceutical compositions matching the approved intravesical regimen, and a two-vial commercial kit. The…
Hims & Hers Health plunged in pre-market trading after reporting a significant Q1 2026 earnings miss and unveiling a plan to issue $300 million of convertible senior notes due 2032. The company posted an unexpected net loss and revenue slightly below forecasts, while management signaled a strategic shift away from compounded weight-loss drugs towar…
A Plante Moran industry survey of 750 major suppliers found that global automakers improved their working relationships with suppliers over the past year—the first time every measured carmaker rose in the study's 26-year history. Toyota extended its lead on the firm's Working Relations Index, while Ford and Stellantis posted notable gains despite l…
U.S. equity benchmarks closed lower on Friday as technology shares led declines and longer-dated Treasury yields advanced. Investors noted disappointment that talks between President Donald Trump and Chinese President Xi Jinping produced no concrete policy agreements. Attention now shifts to a final stretch of first-quarter corporate reports, with …
Morgan Stanley reaffirmed an "Attractive" stance on European utilities and identified three high-conviction picks it believes are best positioned to gain from Europe’s push to expand transmission, connect renewables and meet growing electricity demand from electrification and AI-related data centres. The broker highlighted National Grid, Engie and …
Ford Motor Company stock climbed sharply in pre-market trading after Ford Energy secured a five-year agreement with EDF Power Solutions North America to supply up to 20 gigawatt-hours of battery energy storage systems, with deliveries slated to start in 2028. The move, combined with plans for seven new European models through 2029 and lingering bul…
Friday filings revealed a mix of sizable insider purchases and extensive sales among U.S.-listed companies. Purchases included sizable direct buys at Alpha Metallurgical Resources, KBR, Pulse Biosciences, GeneDx and Westrock Coffee. Large-scale dispositions were reported for DigitalOcean, Venture Global and Sotera Health, driven by block sales, opt…
NVIDIA shares climbed in pre-market trading after KeyBanc boosted its price target and multiple institutional investors disclosed sizable additions to their NVDA stakes. Market participants are positioning ahead of the company’s first fiscal quarter 2027 earnings scheduled for Wednesday, May 20, with optimism centered on Blackwell GPU shipments, in…
Advanced Medical Solutions Group plc saw its shares plunge after U.S. private equity firm TA Associates confirmed it would not proceed with a formal offer for the company. The move ended a formal offer period triggered by an April disclosure and prompted investors to strip out the takeover premium that had built into the stock.
UnitedHealth Group shares fell sharply in pre-market trading after Berkshire Hathaway’s 13F filing revealed the conglomerate sold its entire position of roughly 5.04 million UNH shares in the first quarter of 2026. The divestment, disclosed after Friday’s close, coincides with a series of company-specific and market-wide pressures, testing optimism…
Quantum BioPharma's stock climbed in premarket trading after the firm said enrollment in its joint study with Massachusetts General Hospital reached the halfway point and early imaging reads showed strong signals in acute multiple sclerosis lesions and possible sensitivity to gray matter involvement. The research employs the PET tracer [18F]3F4AP a…
Rheinmetall AG climbed sharply after Citigroup raised its rating to Buy and the company began serial production of its FV-014 loitering munition at the Neuss plant. The move follows a steep retreat in the share price since its highs and a Q1 2026 earnings report that missed expectations, while insiders disclosed purchases and a sizable Bundeswehr o…
