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.
9,086 total articles
Barclays projects a material acceleration in Amazon Web Services growth as artificial intelligence-related spending intensifies. The bank points to agentic AI workloads, a long-term OpenAI agreement, and rising enterprise adoption from providers such as Anthropic as key drivers. Barclays raised its 2027 AWS revenue forecast and expects cloud growth…
Summary: Salz Management LLC has agreed to pay more than $1.5 million to resolve New York City claims that its managers at about two dozen Taco Bell and Dunkin restaurants violated the city's fast-food scheduling law. The Department of Consumer and Worker Protection says alleged violations included failing to provide adequate advance notice of sche…
Bank of America reaffirmed its bullish stance on ASML after a series of investor meetings across Asia. The firm says the memory cycle should stay robust through at least the first half of 2027, underpinning upside to memory capital expenditure and positioning ASML as a leading beneficiary as extreme ultraviolet (EUV) adoption broadens and layer cou…
Norway's stock market closed lower Monday, with the Oslo OBX down 1.09% as losses in the Media, Transport and Diversified Financials sectors dragged the index down. Gains in shipping-related names partially offset broader weakness, while major energy companies posted steep declines. Commodity and currency moves were pronounced, with crude and Brent…
Israel's main equity index, the TA 35, closed marginally higher as advances in the Insurance, Financials and Banking sectors offset losses among several energy-related names. Market breadth favored decliners, while crude and Brent oil slipped sharply and gold futures fell, contributing to pressure on select stock groups. Foreign exchange moves incl…
Greece's equity market closed higher on Monday, with the Athens General Composite up 1.78% as gains in Banking, Construction and Travel sectors pushed the index upward. Alpha Bank, Intralot and Gek Terna were among the session's top performers, while Motor Oil Hellas, Qualco Group and HELLENiQ ENERGY were the largest decliners. Commodities and curr…
BTIG downgraded Zimmer Biomet Holdings from Buy to Neutral and withdrew its $112 price target, arguing that the company faces slowing organic revenue growth, underwhelming product traction and execution risks that are likely to limit upside for the shares in the coming quarters. The brokerage noted multi-quarter weakness in organic growth, tepid ma…
Sikorsky, a Lockheed Martin company, has delivered an experimental UH-60MX Black Hawk to the U.S. Army with the company’s MATRIX autonomy suite and fly-by-wire controls installed. The handover follows flight testing and represents the first full-authority fly-by-wire and optionally piloted UH-60 in the Army fleet. The aircraft will be used by Army …
Turkey's benchmark BIST 100 closed higher on Monday, rising 0.92% as gains in Technology, Basic Metals and Holdings & Investments outpaced declines elsewhere. Market breadth was mixed, with slightly more decliners than advancers, while commodity contracts and some currencies moved notably during the session.
Barclays highlights a broad roster of companies positioned to supply carbon capture and sequestration (CCS) technology and services as AI infrastructure investment from Western hyperscalers rises. With data center construction timelines measured in years and large gas power plants taking much longer to come online, demand for carbon management acro…
Faraday Future Intelligent Electric Inc. (NASDAQ:FFIE) saw its stock climb 26% after the U.S. Securities and Exchange Commission informed the company and two executives that it has concluded an investigation and will not recommend enforcement action. The inquiry concerned transactions tied to Faraday Future's 2021 PIPE and SPAC activity. The compan…
A new note from Melius Research argues that recent internal changes to Microsoft’s Copilot organization and frictions with OpenAI reveal deeper operational and strategic challenges, raising questions about Azure upside, R&D cost pressures and demand for Copilot as a paid offering. The firm cut its MSFT price target to $400 and flagged potential hea…
The Moroccan All Shares index ended the session unchanged, with major listed names posting no price movement at the close. Market breadth readings were reported as 0 to 0 for decliners versus advancers. Commodity markets saw significant declines in oil and a drop in gold futures. Currency pairs versus the Moroccan dirham moved modestly, and the U.S…
Global aviation continues to face severe disruption after the conflict in Iran prompted the closure of key Middle Eastern air hubs, including Dubai, Doha and Abu Dhabi. Tens of thousands of passengers have been stranded as airlines from Europe, Asia and North America suspend or alter services to destinations across the region. The following is a ca…
Insmed's stock jumped around 7% after late-stage ENCORE trial results for Arikayce showed improvement in respiratory symptoms and higher culture conversion rates. Analysts say the data support expanding the drug's label beyond refractory cases, increasing the addressable population in the U.S. and Japan from roughly 30,000 to about 200,000 patients…
The yield on the 10-year U.S. Treasury eased on Monday after President Donald Trump said recent discussions with Iran had been "productive" and ordered a five-day postponement of strikes on Iranian energy infrastructure. Stocks rose and Brent crude fell back under $100 a barrel, while Tehran denied talks constituted a ceasefire.
Mizuho’s technology research team says Elon Musk’s proposed Terafab - a multistage effort to produce bespoke chips for Tesla, xAI and SpaceX - could reshape investor sentiment across wafer-fab-equipment suppliers. The bank highlights the project’s potentially vast energy and GPU requirements, an initial equipment spend penciled in for 2026, and a s…
Bank of America has recommended selling the British pound against the US dollar at 1.3420, assigning a price target of 1.30 and a stop loss at 1.3850. The bank says the ongoing Middle East conflict is no longer being treated as short term, and it sees a negative shift in the UK rates-GBP correlation amid mounting fiscal and political pressure ahead…
Trading on Monday produced notable swings across market-cap tiers. Large-cap names including GE Vernova and Tesla pushed higher, while a handful of small-cap and biotech names posted declines. The session featured broad upside among mega-caps and mixed performance in small- and mid-cap names, with several individual companies drawing attention due …
Tarsus Pharmaceuticals saw its stock rise after Grand Pharmaceutical Group won regulatory approval in China for TP-03, known as Xdemvy in the U.S., to treat Demodex blepharitis. The approval activates a $15 million milestone payment to Tarsus and highlights an addressable patient population of more than 40 million in Greater China. Tarsus remains e…
A global smartphone poll from Morgan Stanley's AlphaWise unit indicates record next-12-month iPhone upgrade intent in the U.S. and China, even as the bank warns the broader handset market may face a difficult 2026. Analyst Erik Woodring said the results "at first blush" look positive for Apple but conceal pressure on the overall market. Morgan Stan…
Major Middle Eastern airlines have seen operations severely curtailed after the Iran conflict produced drone and missile activity across the Gulf. State-backed carriers grounded flights following initial strikes on Iran on February 28 and have only partially restored capacity since, while the disruption has pushed up costs, reduced passenger demand…
Stifel upgraded Valvoline to Buy from Hold, arguing that a recent pullback in the stock and the company’s pricing levers leave rising base oil and gasoline costs largely reflected in the share price. The firm set a $42 price target and highlighted finished lubricants as a modest portion of revenue, a long streak of same-store sales gains, and poten…
Starfighters Space Inc began trading on the NYSE American in December 2025. Its shares have fallen about 38% year-to-date from an initial post-IPO peak. Newly appointed CEO Tim Franta, who previously led development of the STARLAUNCH air-launch system, described the company’s operational focus on two mission classes - supersonic atmospheric test fl…
Bank of America raised price targets and upgraded near-term revenue forecasts for Dell and Sandisk after supply-chain checks in Asia showed strong demand for AI servers and a tightening NAND market. The bank increased its Dell AI-server revenue outlook and bumped its price target, while citing robust NAND pricing and customer interest in long-term …
