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.
1,465 total articles
Starbucks' 2026 investor day presented a roadmap toward fiscal 2028 objectives that analysts at Bernstein and Morgan Stanley judged credible and, in Bernstein's words, largely beatable. The company outlined a fiscal 2028 EPS range of $3.35 to $4, a $2 billion gross savings target and initiatives aimed at lifting customer checks through food and pro…
Wolfe Research increased its Nvidia price target to $275 from $250, based on supply-chain checks and modeling that emphasize rack-scale deployments, rising average selling prices and persistent gross margins. The firm projects substantial Blackwell and Rubin rack volumes, strong GPU unit growth through 2027, and very large data center revenue figur…
Jiuzi Holdings saw its Nasdaq-listed shares decline in premarket trading after announcing a $30 million investment from Xinhui Solar Technology Group to develop electric vehicle charging infrastructure and new energy vehicle service networks across Southeast Asia. The capital will be paired with co-development efforts and local resources aimed at a…
Nuwellis Inc. shares fell about 17% in premarket trading after the company named Carisa Schultz as its new chief financial officer, effective February 2, 2026. The cardiorenal-focused medtech firm also disclosed an agreement to acquire Israeli kidney-monitoring company Rendiatech Ltd., announced Thursday evening.
London’s FTSE 100 recorded a modest gain on Friday as investors digested U.S. President Donald Trump’s nomination of Kevin Warsh for the Federal Reserve’s top job. European indices also advanced, while the pound weakened below $1.38. Market participants parsed a mix of corporate developments in the U.K. and broader monetary policy signals ahead of …
Kazia Therapeutics Ltd ADR (NASDAQ:KZIA) saw its stock climb 2.5% in premarket trading after releasing preclinical results for NDL2, a protein degrader aimed at nuclear PD-L1. In models of triple-negative breast cancer, NDL2 cut primary tumor volume substantially as a single agent and showed greater reductions when paired with anti-PD-1 therapy, al…
Franklin Resources reported a substantial increase in first-quarter profit as elevated equity markets pushed investment management fees higher. The firm reported $255.5 million in quarterly profit on rising assets under management and meaningful net inflows, prompting a modest rise in its share price in premarket trading.
KGHM's stock fell more than 8% on Friday after the Polish copper and silver producer abruptly removed chief executive Andrzej Szydlo and Vice President Piotr Stryczek. Supervisory board member Remigiusz Paszkiewicz has been appointed acting CEO. Morgan Stanley called the move a "negative surprise" and highlighted uncertainty around the company's ne…
This report catalogues the most notable insider transactions disclosed on Thursday, January 29, 2026. Key highlights include a large purchase by a USA Rare Earth director, additional buys by company insiders and large shareholders at Under Armour and ASA Gold & Precious Metals Ltd, and sizeable sales by executives at Microchip Technology, Micro…
Stifel has downgraded Unite Group (UTG) from Buy to Hold and reduced its price objective to 600p from 975p, citing weaker-than-expected sales momentum for the upcoming academic year and lower occupancy assumptions after the Empiric acquisition. The broker expects limited dividend growth over its forecast period and models the shares trading at a 6.…
Kepler Cheuvreux has moved Derwent London from Buy to Hold while retaining a 2,050p price target. The broker pointed to a 17% share rally since September and the uncertainty created by the company's announced CEO retirement as reasons for the downgrade. Kepler kept its forecasts and target methodology unchanged, noting limited upside from the curre…
Wolfe Research upgraded Broadcom to Outperform and set a $400 price target after its checks pointed to rapid growth in Google's TPU program and related custom silicon demand. The firm boosted revenue and EPS forecasts for 2027 and raised near-term AI ASIC and networking estimates, while leaving non-AI semiconductor and infrastructure software proje…
Citi upgraded Spotify to a Buy rating and maintained a $650 price target, arguing the streaming company’s shares are undervalued relative to 2027 free cash flow metrics. Analyst Jason Bazinet says Citi expects Spotify to outpace Wall Street revenue and adjusted EBITDA forecasts, driven by slightly stronger Premium average revenue per user and margi…
AstraZeneca has obtained global rights (excluding certain Chinese territories) to several of CSPC Pharmaceutical Group's experimental obesity therapies under a deal that carries $1.2 billion in upfront consideration and up to $17.3 billion in milestone payments. The agreement expands an existing collaboration between the two firms, covers developme…
Electro Optic Systems (EOS) is preparing to relocate its headquarters and stock-market listing from Australia to Europe within a year, its CEO said, citing accelerating demand across the continent for laser-based drone-defence systems and worries among governments about where intellectual property is held. The company has already secured a 71 milli…
ProMIS Neurosciences announced a private placement agreement that could generate up to $175 million, sending its stock up 24%. The initial gross proceeds are expected to be about $75 million, with another $100 million possible if warrants issued in the deal are fully exercised. Management and institutional investors are participating; closing is ta…
With fourth-quarter earnings on the horizon, BofA Securities has identified a set of companies it believes are well placed to manage AI-driven disruption, tighter cost discipline and uneven enterprise IT spending. The bank highlights a large-cap software leader supported by resilient cloud demand and several niche winners across travel software, fi…
Bank of America reiterated a Buy rating on Snowflake, calling the AI-focused data cloud vendor one of the fastest growing stories in software. The bank raised its price target to $275 and said Snowflake is well positioned to benefit from rising enterprise spending on data analytics and AI, though the stock trades at a significant premium to peers.
Regeneron Pharmaceuticals reported fourth-quarter adjusted earnings that exceeded analyst expectations, driven by robust demand for the eczema medication Dupixent. While Dupixent sales climbed substantially, Eylea revenue fell sharply amid competitive pressures and regulatory delays tied to a manufacturing facility. Sanofi warned that Dupixent will…
Goldman Sachs began coverage of Kerry Group with a buy recommendation, assigning a 12-month target price of €95 versus an initiation price of €73.45 and highlighting a recent multi-year portfolio transformation that left Kerry as a pure-play ingredients supplier. The report points to improved margins after the divestiture of Dairy Ireland, a heavy …
SoFi Technologies reported a jump in fourth-quarter profit driven by robust loan demand and rapid expansion of fee-based financial services. The fintech's financial services revenue climbed sharply, while total loan originations reached a record $10.5 billion. CEO Anthony Noto said member credit performance remained in line with expectations, and w…
Leaders of the largest aircraft lessors told a Dublin conference that despite transatlantic tensions and volatile markets the industry remains unusually resilient. With tariff-free mobility for most jets preserved and a heavy backlog of new aircraft from Boeing and Airbus, lessors control much of next decade's deliveries, underpinning lease rates, …
Jefferies lowered its recommendation on Orion Oyj from buy to hold, concluding that the market has largely priced in the positive commercial momentum for prostate cancer therapy Nubeqa. While the broker increased its peak sales estimate for the drug, patent-related risks, anticipated class-wide generic pressure, and constrained pipeline visibility …
Barclays warns that a softer dollar alongside unexpectedly strong U.S. economic momentum has created a favorable environment for risk assets, boosting global equities and particularly emerging markets, while also flagging growing concentration and tactical risks in the reflation trade. The bank highlights mixed signals from policymakers and notes t…
Carrefour SA shares declined on Friday following a downgrade by Jefferies, which moved the stock from "buy" to "hold" and set a new price target of €14. The broker said much of the value from the retailer's strategic review is now reflected in the share price after a roughly 20% re-rating since mid-2025 driven mainly by asset disposal discussions r…
