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
Meta is working on a highly personalized, agentic AI assistant intended for its global user base of more than 3 billion people, according to people familiar with the project. The assistant, built on Meta's Muse Spark AI model, is being trialed internally and aims to let users create autonomous agents to complete tasks. Meta plans to offer the optio…
UBS projects that the emergence of agentic AI - systems that orchestrate many autonomous subagents - will reshape data center design and escalate demand for server CPUs. The bank forecasts the server CPU total addressable market rising from an estimated $30 billion in 2025 to roughly $170 billion by 2030, and expects ARM to capture a much larger un…
Summary: In testimony during a California courtroom trial, OpenAI president Greg Brockman said Elon Musk pushed to convert OpenAI into a for-profit entity and demanded full control, in part to secure roughly $80 billion to build a city on Mars. Brockman recounted a heated August 2017 meeting in which Musk asserted he deserved a majority stake and s…
A leading Google scientist has formally warned European Union antitrust officials that a proposed requirement to share detailed search data with competitors like OpenAI could expose private user information. The scientist will meet regulators to press for stronger safeguards after Google's internal red team reportedly re-identified users from anony…
Banco BPM is actively assessing merger and acquisition opportunities across the Italian market, Chief Executive Giuseppe Castagna said, as the bank explores transactions involving other banks or fee-generating businesses following last year’s purchase of fund manager Anima. While potential partners include entities linked by existing shareholdings,…
Criteo shares climbed 3% after the company announced a broader rollout of its integration with OpenAI’s ChatGPT advertising platform. The firm says more than 1,000 brands are running campaigns through the ChatGPT integration, adoption is expanding internationally, and early engagement metrics have outperformed comparable formats.
Nike is losing ground in the global sports footwear market as share fell to 22.9% in 2025, and investors have ramped up short positions amid concerns about inventory, deeper markdowns and a slower-than-expected turnaround under CEO Elliott Hill. Competitors including Adidas, On and Deckers have gained share, and Nike’s stock has hit multiyear lows …
Microchip Technology shares advanced after multiple analysts raised price targets and the chip sector showed renewed strength. The moves come ahead of Microchip's fiscal Q4 2026 report, with analysts forecasting in-line results and the possibility of stronger guidance for the June quarter. Insider sales under a pre-arranged plan and geopolitical-dr…
Marvell Technology shares climbed sharply, reaching a new record after UBS raised its price target to $195 and kept a Buy rating. The upgrade, tied to robust data center demand and Marvell's positioning in AI infrastructure, built on several analyst endorsements, strong fiscal results and deepening partnerships with hyperscalers and Nvidia, driving…
Apimeds Pharma shares jumped more than 20% before a volatility trading halt after the company reached a settlement with Inscobee Inc. and Apimeds Inc. The deal resolves disputes stemming from the December 1, 2025 merger with MindWave Innovations Inc., preserves preexisting stockholder and voting agreements, and clears the way for a previously discl…
Fiserv reported first-quarter 2026 results that beat consensus on headline revenue and non-GAAP EPS but revealed deteriorating underlying trends. Organic revenue declined 4% year-over-year, adjusted EPS fell 16%, adjusted operating margin compressed to 29.7% from 37.8% a year earlier, and free cash flow decreased. Management said progress from its …
PayPal shares fell sharply after the company reported first-quarter 2026 results that beat top-line estimates but revealed weakening profitability and tepid user engagement. Management flagged near-term margin declines and unveiled a $1.5 billion cost reduction plan, while new CEO Enrique Lores emphasized a focus on growth and improved cash flow.
Huntington Ingalls Industries reported first-quarter 2026 results that topped consensus on both revenue and adjusted EPS, but the market reacted negatively to deteriorating profitability metrics and significant cash use. Adjusted EPS came in at $3.79 versus $3.69 expected, and revenue rose 13.4% year-over-year to $3.1 billion, beating the $3.02 bil…
Stocks across market-cap tiers swung sharply on Tuesday, with semiconductor names and select industrials posting notable advances while individual technology and small-cap names registered steep declines. Intel and Micron were among the largest winners in the mega-cap cohort. Earnings beats and company announcements drove large-cap rallies in const…
Shopify shares plunged 15.5% to $107.85 after the company reported Q1 2026 results that beat on revenue but flagged slower growth ahead. Management’s Q2 revenue guide and a mid-twenties gross profit growth outlook, rising loan and transaction losses, and a GAAP net loss driven by investment markdowns pressured the stock despite solid top-line expan…
Market participants head into Wednesday, May 6, 2026, with focus on two headline releases: the ADP Nonfarm Employment Change report, an early measure of private-sector hiring, and the Energy Information Administration's weekly crude oil inventories, a key gauge of petroleum demand. A wider slate of housing and fuel-stock indicators and a Fed public…
Applied Materials shares rallied more than 5% in afternoon trading after the company confirmed a definitive agreement to acquire the NEXX business from ASMPT Limited. The acquisition is positioned to broaden Applied's panel-level advanced packaging offerings to support larger, more energy-efficient AI accelerators. A string of analyst upgrades and …
Western Digital shares climbed sharply after the company posted a landmark Q3 FY2026 earnings report. The stock rose 5.79% to $467.98 during the session and reached a new 52-week high of $480.11, following an after-hours release on April 30 that beat expectations on both EPS and revenue. Management provided above-consensus forward guidance and disc…
Lam Research shares jumped to an all-time high after the company reported fiscal Q3 2026 results that topped expectations on both earnings and revenue, provided upbeat quarterly guidance, and drew renewed analyst enthusiasm including a new coverage start. The move was further supported by sector-wide strength in semiconductor equipment names and br…
Teradyne shares climbed sharply in mid-day trading after a steep post-earnings decline, supported by stronger-than-expected Q1 results, heavy revenue exposure to AI-related demand, and a high-conviction institutional upgrade. Analysts also lifted price targets following the quarterly beat, while the company warned of sequentially lower revenue for …
Akamai Technologies rallied sharply during today's trading session, climbing to $116.11 on a near 9.77% gain as investors repositioned ahead of the company's Q1 2026 earnings report scheduled for May 7. The move appears linked to renewed interest in Akamai's cloud infrastructure and AI-related compute potential, an Oppenheimer upgrade, sector-wide …
Pfizer projects a renewed acceleration in growth beyond 2028 driven by obesity treatments in development, a settlement that extends exclusivity for its heart drug Vyndamax and a favorable European court outcome on its COVID vaccine. The company beat first-quarter revenue and earnings forecasts thanks to strong Eliquis sales and recently acquired pr…
Sources familiar with the matter say President Donald Trump rebuked FDA Commissioner Marty Makary over the pace of approvals for flavored vaping and nicotine products, seeking counsel from aides about the political importance of flavored vapes to young 'Make America Great Again' voters. Regulators so far have permitted only 41 vape products, all to…
Qualcomm shares jumped sharply in midday trading, rebounding from a post-earnings decline as investors leaned into the company's AI and data-center expansion. The move followed reports of a collaboration to build an AI-native smartphone chip, progress on hyperscaler custom silicon, a recent earnings beat and several corporate actions including a ma…
President Donald Trump has criticized FDA Commissioner Marty Makary for what he sees as slow action on approving flavored vaping and nicotine products, according to people cited by the Wall Street Journal. Trump discussed the issue and Makary's role with advisers in multiple White House conversations, with aides telling the president the commission…
