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
Brazil's Bovespa finished Thursday's session up 1.39% as advances in Electric Power, Public Utilities and Consumption stocks lifted the benchmark. Top intraday performers included Hapvida Participacoes e Investimentos, Companhia Brasileira De Distribuica and CPFL Energia SA, while Suzano Papel e Celulose, Hypera SA and Klabin units were among the l…
Bank of America has trimmed its 2026 GDP forecast for Mexico to 0.8% from 1.3% after flash data showed a steeper-than-anticipated contraction in the first quarter. All major sectors posted quarterly declines, with industry and services hit hard. The bank cites external headwinds that create a stagflationary backdrop while pointing to limited upside…
AIG reported a substantial rise in adjusted quarterly profit, supported by stronger underwriting results and a marked reduction in catastrophe-related losses compared with a year earlier when major wildfires drove elevated claims. The company also signaled confidence in meeting its 2026 financial targets and raised its quarterly dividend.
Roblox lowered its full-year 2026 bookings guidance, citing greater-than-expected impacts from a mandatory age-verification rollout and a platform ban in Russia. The announcement, combined with weaker-than-expected user metrics, sent the stock sharply lower despite better-than-forecast adjusted EPS and rising free cash flow.
Eli Lilly reported first-quarter 2026 results that outperformed expectations on the strength of obesity-focused products Mounjaro and Zepbound. The company raised fiscal 2026 revenue and EPS guidance after Mounjaro and Zepbound beat consensus, with notable international uptake of Mounjaro. Markets for injectable and oral incretin therapies expanded…
Clorox has trimmed its full-year adjusted earnings-per-share outlook and warned of a significant gross margin contraction after weaker-than-expected demand for cleaning products coincided with rising energy, fuel and freight costs tied to the U.S.-Israeli war on Iran. The maker of Pine-Sol and other household cleaners also pointed to costs related …
Amgen reported first-quarter product sales up 4% and adjusted EPS rising 5% to $5.15, with revenue of $8.6 billion. Growth was supported by Repatha and rare disease medicines, even as Prolia sales fell amid patent-related competition. The company said it submitted a label amendment for Tavneos following recent FDA action and is advancing broad Phas…
Summary: Roblox said it now expects fiscal 2026 bookings of $7.33 billion to $7.6 billion, down from a prior forecast of $8.28 billion to $8.55 billion, attributing part of the change to reduced communication engagement after rolling out age-gating and broader content monitoring. The move follows rising scrutiny over child safety on the platform an…
Roku raised its annual platform revenue forecast, citing continued advertiser demand for connected TV. The company's Platform segment delivered strong quarter-over-quarter growth, and Roku increased its 2026 platform revenue target to $5 billion. Management warned that rising memory costs will pressure device margins later in the year, even as its …
Reddit forecast second-quarter revenue above analysts' averages, attributing the lift to AI-driven advertising features that enhance targeting and creative optimisation. The company also raised adjusted EBITDA guidance, reported robust first-quarter revenue growth and said active advertiser counts climbed sharply year-over-year. Reddit's hiring pla…
Rivian said it will receive up to $4.5 billion from the U.S. Department of Energy to build its Georgia manufacturing plant, about $2 billion less than the previously approved $6.6 billion. The company said it will draw the funds earlier than planned in 2027, expand initial annual capacity at the plant to 300,000 units from 200,000, and keep its ful…
The U.S. House passed its version of a five-year farm bill after removing a provision that would have limited certain lawsuits against pesticide manufacturers, following pressure from Make America Healthy Again (MAHA) activists. The measure, which preserves large parts of the prior farm law and continues recent cuts to food assistance, now moves to…
Bill Ackman attributed a sharp decline in the share price of his newly listed Pershing Square USA to retail investors who, he said, overcommitted to allocations and then sold for technical reasons. The stock fell about 18% from its $50 IPO price to a low of $40.90 before recovering modestly to $43.54. Ackman said institutional investors provided th…
Goldman Sachs analyst Jim Covello advised clients to favor large hyperscalers rather than chipmakers to capture gains from the AI infrastructure buildout. Covello noted the market has discounted hyperscaler returns, leading to compressed multiples, while semiconductor stocks have been the recent preferred AI play and have already seen substantial g…
Bill Ackman attributed an 18% intraday decline in his newly listed closed-end fund to retail investors he said were unable to meet payment obligations after being allocated shares. Pershing Square USA opened at $50, slid to $40.90 on Wednesday, then rebounded over 6% to $43.54 the following day, remaining under the IPO price. Ackman said retail par…
Shares of Diageo rose after U.S. President Donald Trump said he would remove tariffs and restrictions affecting collaboration between Scotland and Kentucky on whiskey and bourbon production. The comment, posted on Truth Social, highlighted longstanding trade links including wooden barrel exchange. The decision arrives as King Charles visits Washing…
Woodside Energy has secured only one long-term sale for its Louisiana LNG project after encountering pushback from buyers over liquefaction fees priced above prevailing U.S. levels. The Australian producer has offered contract terms attractive in duration but has had to retreat on pricing amid comparisons with other U.S. suppliers. The project’s fi…
Axsome Therapeutics shares jumped about 14% after the U.S. Food and Drug Administration approved AUVELITY for the treatment of agitation associated with dementia due to Alzheimer’s disease. The decision extends AUVELITY's label beyond major depressive disorder and is supported by positive Phase 3 results from ADVANCE-1 and ACCORD-2.
Diageo shares climbed 4% after President Donald Trump said he will remove tariffs and restrictions related to whiskey trade between Scotland and Kentucky. The announcement, made following a visit to the White House by the King and Queen of the United Kingdom, cited longstanding trade issues - including matters tied to wooden barrels - and credited …
UPS is increasing its presence in the prescription drug delivery market as part of a multi-year turnaround, and CEO Carol Tome said the company expects that push to deliver results in the second half of the year. Healthcare shipments, which include temperature-controlled and radioactive medicines, offer higher margins and greater resilience to econ…
Stocks across market-cap tiers moved sharply Thursday as company-specific headlines and earnings flows drove notable winners and losers. Mega-cap pharmaceuticals and industrials logged double-digit gains, some large-cap technology names climbed while others fell, and several mid- and small-cap issues experienced outsized rallies or steep declines.
Markets will be closely watching a concentrated set of manufacturing indicators and weekly positioning reports on Friday, May 1, 2026. Headlining the calendar are the May Manufacturing PMI and the ISM Manufacturing PMI, along with ISM subcomponents that gauge price pressures and employment trends. A sequence of weekly energy and commodity position …
Since President Donald Trump resumed office in January 2025, the U.S. Supreme Court has heard and decided a wide array of cases testing the scope of executive authority across trade, immigration, federal agency governance, military deployments, civil rights and federal workforce actions. Several rulings have already constrained elements of the admi…
Analysts say markets are largely discounting the potential shock from recent disruptions to oil flows, pointing to resilient U.S. markets, robust corporate earnings and alternate supply channels that have blunted an outsized spike in energy prices. While some commodity analysts see a meaningful shortfall in crude availability, benchmark oil prices …
The U.S. biodiesel and renewable diesel industry faces a steep ramp-up to meet the Environmental Protection Agency's largest-ever renewable fuel volume requirements. The EPA's 2026 and 2027 mandates increase biodiesel and renewable diesel obligations to 5.4 billion gallons and 5.7 billion gallons respectively, up from 3.35 billion gallons last year…
