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
eBay on Tuesday rejected a $56 billion takeover proposal from videogame retailer GameStop, pointing to doubts about how the deal would be financed. The move underlined eBay’s message that its ongoing turnaround has improved growth prospects. GameStop CEO Ryan Cohen has indicated willingness to appeal directly to eBay shareholders, a path that could…
Netflix reported it has invested in excess of $135 billion in film and television content over the last ten years, while claiming more than $325 billion in contribution to the global economy and creation of over 425,000 production jobs. The company also emphasized a surge in non-English viewing and disclosed a new study called the "Netflix Effect."
OpenAI Chief Executive Officer Sam Altman is scheduled to testify on Tuesday and Wednesday in a California courtroom as Elon Musk’s lawsuit against the company moves into its third week. The case centers on Musk’s allegation that he was persuaded to provide $38 million to nonprofit OpenAI before it converted into a for-profit entity, while OpenAI c…
Citi Research moved Yara International ASA to a neutral rating from buy while lifting its 12-month price target to NKr530 from NKr430, citing a more balanced risk-reward after a sharp run-up in fertilizer prices. The bank sharply increased its 2026 earnings-per-share and EBITDA forecasts but signalled that recent spot-price gains may have peaked an…
Field tests of Tesla’s robotaxi service in Dallas, Houston and Austin reveal the offering remains in beta: riders encountered lengthy waits, rides that dropped them far from destinations, route and maneuvering errors and spotty availability. The results contrast with investor expectations tied to Tesla’s valuation and longstanding claims that its s…
Swatch Group AG shares rose 4.3% after the company’s annual general meeting disclosed voting outcomes. Activist investor Steven Wood failed to secure a seat on the board, receiving 19.2% of total votes, but obtained 80.4% backing from bearer shareholders. The company’s bearer-share nominee Andreas Rickenbacher received 46% support from bearer share…
Bulgaria's state-owned gas supplier Bulgargaz has named Shell the successful bidder in a tender for a single liquefied natural gas cargo. The shipment, sourced in the United States and sized at about 1 million megawatt hours, is scheduled for delivery in Turkey and is expected to arrive at the end of May. Bulgargaz will make use of its arrangement …
More than a dozen U.S. chief executives and senior executives are joining President Donald Trump on his May 14-15 meeting with Chinese leader Xi Jinping, largely to press longstanding commercial and regulatory priorities rather than to sign large trade deals. Companies including Tesla, BlackRock, Illumina, Mastercard and Visa are expected to press …
TikTok asked the EU Court of Justice to annul its designation as a 'gatekeeper' under the Digital Markets Act, arguing the lower tribunal wrongly applied the law. The Commission defended the gatekeeper finding, saying certain user groups can still be locked in despite multihoming. The court's decision, expected in coming months, will be the first r…
Aena reported 28.3 million passengers at its Spanish airports in April, a 3.7% rise year-on-year. Consolidated traffic across all Aena-operated facilities reached 33.5 million, up 3.6%. The company said the year-to-date figures were helped by some travelers shifting from rail following a January 18 train accident, while broader industry constraints…
Jenoptik shares climbed sharply after the company released its Q1 2026 quarterly statement showing a near-74% year-over-year increase in order intake to about €357 million, EBITDA growth of 22.5% to €44.4 million and an expanded margin of 18.4%. A stronger product mix, the absence of relocation costs tied to the new Dresden plant and cost reduction…
Universal Display Corporation (NASDAQ: OLED) shares climbed 2.29% following a disclosed insider purchase by President and CEO Steven Abramson, who acquired 11,000 company shares at multiple price points. The transaction is a direct investment by the company's top executive in its organic light emitting diode business.
Rheinmetall AG shares fell about 2% to €1,156.8, trading just above their 52-week low, after a first-quarter report that missed revenue and operating profit estimates and a notable downgrade from JPMorgan. Mixed analyst responses, a proposed higher dividend and the start of drone serial production at Neuss provided offsets, but broader market and g…
Bayer AG NA stock climbed about 6% to €39.30 after first-quarter 2026 results topped analyst forecasts. Underlying operating profit rose to €4.45 billion, driven by the agricultural division's settlement with Corteva and a rebound in Dicamba pricing, while the company reaffirmed its 2026 guidance at constant currencies.
Jefferies has raised its 2026 commodity inflation forecast to 2.1% year-over-year, up 90 basis points from its April projection, citing disruptions tied to Middle East tensions that have sharply reduced traffic through the Strait of Hormuz. The firm highlights elevated freight, rerouting and insurance expenses affecting a broad set of commodities, …
Citi Research shifted its recommendation on Norsk Hydro ASA (OL:NHY) from Buy to Neutral after the company's shares climbed about 25% since February amid a sharp rise in aluminum prices. The broker increased its price target to NKr110 and revised key earnings and EBITDA forecasts higher, while flagging the outsized influence of recent aluminum pric…
Goldman Sachs economists estimate that investments in AI agents and the complementary non-hardware ecosystem could exceed $1 trillion worldwide over the coming years. The bank highlights substantial ongoing U.S. labor costs connected to the transition, large organizational capital needs, and major workforce reorganization expenses across the full a…
The Court of Justice of the European Union has upheld an Italian regulator's authority to require online platforms to pay publishers for using extracts of news articles. The ruling, in a dispute brought by Meta Platforms, affirmed that a right to fair compensation for publishers can be consistent with EU law and sends the matter back to Italy's cou…
Prime Minister Keir Starmer told his cabinet he would 'get on with governing' after two days of intense pressure to set a departure timetable following a significant election defeat. Starmer acknowledged responsibility for one of Labour's worst results, noted there had been no formal move to start a leadership contest, and warned that recent destab…
A survey of 216 German companies operating in China shows an improvement in business sentiment versus a year ago, with a higher share expecting better economic conditions in the next six months and a substantial rise in planned investment over the next two years. Firms continue to report operational impacts from the Iran war and elevated U.S.-China…
Eckert & Ziegler reported a 7% year-over-year increase in both sales and net income for the first quarter, with sales of 72.90 million euros and net income of 10.40 million euros. Earnings per share were 0.17 euros. Adjusted earnings before interest and taxes fell 2%, attributed to a weaker product mix and softer early-period sales in the Isotope P…
Barclays has upgraded LVMH to Overweight and Kering to Equal Weight, raising price targets for both names and placing primary coverage with analyst Viktoria Petrova. The bank argues that internal restructuring, brand turnarounds and cost discipline could allow these groups to outpace a broadly sluggish luxury sector that it expects to grow near 3% …
Morgan Stanley says Paris office equities face offsetting forces: inflation-driven rent indexation should support revenues in 2027-28 following an inflation uptick tied to higher oil prices in 2026, yet softer economic growth, record supply and rising vacancies threaten capital values and transaction activity. The bank also highlights negative reve…
Deutsche Bank has started coverage of EssilorLuxottica with a "hold" recommendation and a €183 price target, pointing to softer-than-expected first-quarter results and a more than 40% decline in the stock since year-end. The bank's analyst highlighted potential headwinds from weakening consumer sentiment tied to the conflict in the Middle East and …
Aumann reported a 38% year-on-year decline in first-quarter revenue to EUR 37.30 million, citing weak automotive demand and restrained customer investment in the sector. Order intake for the quarter stood at EUR 34.40 million. The company preserved an EBITDA margin of 10.8%, matching the prior year, and saw strong order growth in its Next Automatio…
