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.
30,155 total articles
UnitedHealth Group shares declined after the federal government announced a temporary nationwide moratorium on Medicare enrollments for new home healthcare and hospice providers. The pause, put forward by an anti-fraud task force led by Vice President JD Vance, is intended to allow the Centers for Medicare & Medicaid Services time to evaluate Medic…
A senior JPMorgan executive said the bank is open to dialogue with France’s far-right National Rally as large companies reconsider how to deal with a party climbing in the polls. The comments come as businesses increasingly seek to understand the RN’s economic positions and as JPMorgan balances its post-Brexit presence between Paris and London.
Quantum Cyber's stock jumped 83.8% in premarket trading following an exclusive intellectual property license with BP United Inc., securing rights to a sky defense autonomous platform and establishing a commercial supply arrangement for immediate production and delivery of autonomous systems. The deal arrives as the Trump administration requests abo…
Sazerac has agreed to invest in SIPMARGS, the canned sparkling margarita brand that counts social media influencer Alix Earle among its backers, and will serve as the product's exclusive distributor. The deal fits within Sazerac's broader push into the ready-to-drink category and its efforts to reach younger consumers. Details on the size of the in…
Saudi Arabia's equity market ended lower on Wednesday, with the Tadawul All Share down 0.17%. Losses in the Industrial Investment, Media & Publishing and Agriculture & Food sectors were among the drivers. Market breadth was negative, with 217 decliners versus 121 gainers and 14 unchanged. Notable movers included Sustained Infrastructure Holding, Al…
Coherent Inc. (COHR) surged 7.4% in premarket trading after BofA Securities increased its price objective to $400 from $365 while retaining a Neutral rating. The bank's analyst highlighted the company's positioning to benefit from growing volumes of 800G and 1.6T transceivers, a potential earnings-leverage boost reflected in a higher CY27 PE multip…
A sharp jump in jet fuel prices - from roughly $85-$90 to between $150 and $200 per barrel - tied to the U.S.-Israeli conflict with Iran has forced airlines to take sweeping measures. Fuel, which can represent up to a quarter of operating costs for carriers, has prompted fare hikes, fuel surcharges, capacity reductions, guidance suspensions and oth…
India’s Securities and Exchange Board has released a proposal outlining changes to municipal bond issuance that would permit refinancing, set minimum face values, and allow targeted incentives for certain investor groups. The draft, published on the regulator’s website, also references recent policy moves extending incentives to retail, senior citi…
Belgium's Flanders region has authorized Tesla to run supervised self-driving software on one vehicle across the country, pending the car obtaining a license plate and insurance. The planned test will cover roughly 5,000 kilometers to assess differences with Dutch infrastructure and traffic rules; positive results could accelerate a provisional Eur…
Advanced Energy Industries announced a private offering of $1 billion in convertible bonds due 2031. The company said it will use a portion of proceeds to buy back outstanding 2.5% convertible bonds maturing in 2028, allocate funds for capped call transactions to limit dilution, and apply remaining proceeds to general corporate purposes. Shares fel…
CSG NV has put forward an offer to acquire an ownership stake in KNDS NV from the family that controls the defence group, sources say. The proposal, submitted in recent weeks, would be paid mostly or entirely in cash. The bid could complicate parallel discussions in which the German government seeks to buy shares to match French holdings before KND…
Velo3D rallied strongly in pre-market trading after posting first-quarter 2026 results that outperformed consensus on revenue and earnings per share, reported a return to positive gross margin, and disclosed a mix of new defense-focused pipeline, a multi-year DLA contract, equity capital raised, and significant debt reduction via conversions. Manag…
UBS analysts say Samsung Electronics is positioned to achieve parity with SK Hynix in high-bandwidth memory (HBM) bit market share by 2027, following updated shipment forecasts and recent capital expenditure timing changes. The bank raised Samsung's 2027 HBM shipment estimate and trimmed SK Hynix's forecasts as customers push for DDR5/LPDDR5X capac…
Wix.com Ltd. shares dropped sharply after the company reported fourth-quarter results that missed analyst expectations on both earnings per share and revenue. The shortfall, coupled with analyst commentary highlighting intensifying competitive headwinds and investor reluctance to underwrite long-term terminal value risk amid new product rollouts, t…
Tower Semiconductor on Wednesday updated its near-term outlook, forecasting second-quarter revenue above analyst expectations and disclosing $1.3 billion in silicon photonics agreements for 2027. The company said it has already received $290 million in advance payments to reserve production capacity and reported stronger first-quarter results that …
The Trump administration will temporarily stop new home health and hospice providers from enrolling in Medicare, citing widespread fraud risks. The nationwide moratorium, announced by a Vice Presidential anti-fraud task force, aims to give the Centers for Medicare & Medicaid Services time to account for program spending and issue new guidance. The …
Axon Enterprise shares edged lower after investor Rahul Kishore presented the company at the Sohn investment conference at Lincoln Center. Kishore, founder of Epicenter Capital and former Coatue executive, framed Axon's growth prospects around artificial intelligence. The presentation included an AI-generated introduction from an assistant named Ev…
UBS has reiterated a bullish stance on select large European energy companies following a solid first-quarter earnings period. The broker points to robust oil trading, resilient refining margins and enhanced shareholder returns as drivers behind a sector-wide 6% earnings beat, and names TotalEnergies and Eni as its preferred picks while upgrading B…
On May 13 a German court determined that Mondelez misled consumers by reducing the net weight of some Milka chocolate bars from 100 grams to 90 grams while leaving the packaging largely unchanged. The ruling, brought forward by a consumer protection agency, requires a clear notice on packaging for at least four months after the change to prevent co…
Heightened attention on Greenland following former U.S. President Donald Trump’s declaration about the island has triggered renewed business interest, with Danish export credit agency EIFO arguing that expanding tourism infrastructure could produce local economic benefits more quickly than mining. Officials in Greenland stress environmental protect…
Wolfspeed shares soared in pre-market trading after an influential research note singled out the silicon carbide specialist as a top pick tied to AI infrastructure growth. The move followed a sequence of corporate developments - including sequential AI data center revenue gains, a substantial debt refinance and redemption, and a technical wafer mil…
Carrefour shares climbed about 1% after the Paris Court of Appeal found that the Rennes Commercial Court does not have jurisdiction over claims lodged by the Carrefour Franchisees Association (AFC). The judgment overturns the earlier decision, affirms the validity of arbitration clauses in Carrefour's franchise contracts, and requires any future cl…
HSBC chief multi-asset strategist Max Kettner retains the bank’s most bullish allocation to global equities, arguing that positioning is not signalling a sell and that systematic investors have capacity to add. The bank stays overweight equities, emerging market local debt and high-yield credit, while remaining most underweight U.S. Treasuries vers…
Barclays launched coverage of Belimo Holding AG with an overweight rating and a CHF 1,000 price target, highlighting the company’s exposure to liquid cooling for data centers as a significant and underappreciated growth driver. The broker projects strong top-line growth and margin expansion through 2028, driven by accelerating deployment of power-d…
RBC Capital Markets upgraded Swatch Group to Sector Perform from Underperform and raised its price target to 220 Swiss francs after the company announced a collaboration with Audemars Piguet. RBC models material revenue and EBIT contributions from the 'Royal Pop' pocket watch collection, but the stock tumbled more than 6% amid investor disappointme…
