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.
30,137 total articles
Telix Pharmaceuticals ADRs climbed after the U.S. Food and Drug Administration accepted the company’s resubmitted New Drug Application for TLX101-Px, also called Pixclara or Floretyrosine F 18. The FDA set a PDUFA goal date of September 11, 2026. The agent is intended to help differentiate recurrent or progressive glioma from treatment-related chan…
Applied Optoelectronics shares rose 2% on Friday after Citron Research disclosed a short position and published a critical valuation and customer-risk assessment. Citron contrasted the company with peers, highlighted high forward multiples and lower gross margins, and recommended the stock should trade back toward previous levels.
A combination of softer CPI data for March and reduced geopolitical strain has helped restore investor confidence, prompting a strong rebound in equities. Several technology-related names and other select stocks posted double-digit gains in April, with proprietary AI-driven stock selection highlighting opportunities that had been heavily discounted…
Barclays' technology team says annual AI infrastructure spending from Western hyperscalers and AI labs could top $1 trillion before peaking in 2028, and singled out leading U.S.-listed data center operators it believes are well placed to capture demand. The bank’s analysis catalogs more than 400 companies tied to digital and power infrastructure bu…
Shake Shack (NYSE:SHAK) shares rose 3.3% on Friday after Mizuho analyst Nick Setyan upgraded the stock from Neutral to Outperform and increased his price target to $120 from $100. The analyst pointed to potential first-quarter same-store sales strength and several operational and market factors that could support revenue and margin improvement acro…
Angel Studios announced a $30 million public offering of Class A common stock priced at $2.10 per share, a 27% discount to the prior close, driving a 23% fall in the share price. The deal includes an underwriter option to sell an additional 2.1 million shares and is expected to close on April 13, 2026, subject to customary conditions.
Regulatory filings disclosed Thursday reveal several high-profile insider transactions across U.S.-listed stocks. Notable purchases include sizable additions to Sweetgreen and Lamb Weston stakes by institutional owners, while significant sales by large holders were recorded at Legence Corp. and Select Water Solutions. The filings provide share coun…
CoreWeave announced a multi-year agreement to supply Anthropic with cloud computing capacity to support the Claude family of AI models. The deal, with financial terms undisclosed, will begin bringing capacity online later this year and follows a string of large contracts as demand for AI compute accelerates. CoreWeave shares climbed more than 5% in…
Snap Inc. said Friday it has entered a multi-year strategic agreement with Qualcomm Technologies to supply Snapdragon system-on-a-chip technology for future generations of its Specs eyewear. The deal builds on more than five years of prior collaboration and targets on-device AI, advanced graphics, and multiuser experiences for a standalone, see-thr…
U.S. construction equipment dealers recorded low-single-digit year-over-year retail sales growth in the first quarter of 2026, marginally ahead of initial expectations, according to a DA Davidson survey of roughly 20 dealers. While current sales showed a small improvement versus recent weakness, the survey flagged a deterioration in forward-looking…
HawkEye 360, a Herndon, Virginia-based signals intelligence data and analytics company, has filed a Form S-1 registration statement with the U.S. Securities and Exchange Commission for a proposed initial public offering of its common stock. The firm plans to list on the New York Stock Exchange under the ticker HAWK, but has not specified the number…
Goldman Sachs analysts told clients they see modest upside to first-quarter earnings for IBM and Cognizant, while warning that Globant may face downside pressure due to its customer mix and Middle East exposure. The bank described the IT services sector as 'increasingly undemanding' after a significant re-rating tied to AI-disruption concerns and s…
The U.S. dollar retreated as markets moved higher on a broad relief rally, Bank of America strategists say. While the bank maintains a cautious near-term stance pending developments in ongoing war negotiations, its longer-term view remains bearish on the dollar and it highlights specific currency trade ideas and emerging-market opportunities.
A Morgan Stanley AI disruption tracker indicates early, narrowly focused labor-market effects from artificial intelligence. The tool finds signs of displacement concentrated among younger workers and in occupations with high AI exposure, but concludes the net contribution to overall unemployment is minimal.
Apple has secured large allocations of TSMC’s System on Integrated Circuit (SoIC) capacity for 2026 and 2027, commitments that industry analysts say are likely destined for server-side AI accelerators rather than the company’s Mac lineup. The scale of the wafer reservations exceeds the needs of current Ultra-powered Mac shipments, supporting the vi…
Cabin crew at Lufthansa and regional carrier Lufthansa CityLine staged a one-day strike across Germany, canceling hundreds of flights and disrupting tens of thousands of passengers. Meanwhile, Lufthansa Group’s newest unit, Lufthansa City Airlines, concluded its first collective bargaining agreement covering 500 cockpit and cabin crew, with across-…
Chile will inaugurate CESCO Week in Santiago with a day devoted to lithium as the country seeks to diversify away from decades of copper dependence. The World Lithium Conference, organised by CRU and the International Lithium Association, launches amid a tightening lithium market, rebounding prices and heightened international interest from miners …
Snap's newly formed smart glasses division, Specs, will use Qualcomm's Snapdragon XR processor platform in devices due later this year under a multi-year agreement. Financial terms were not disclosed. The arrangement continues a long-standing technical relationship between Snap and Qualcomm and follows pressure from an activist investor over the fu…
Net inflows into U.S. equity funds accelerated in the week ending April 8, driven by optimism that a potential two-week ceasefire in the Middle East could ease disruptions to oil and gas shipments through the Strait of Hormuz. Sector funds, bond allocations and money market vehicles also attracted fresh cash during the period.
CoreWeave's stock climbed in U.S. premarket trading after Anthropic agreed to rent computing capacity from the New Jersey-based cloud specialist. The engagement will see CoreWeave assist with building and deploying Anthropic's Claude AI models under a phased infrastructure roll-out that may expand over time, following a recent $21 billion agreement…
CoreWeave confirmed a multi-year infrastructure agreement with Anthropic, prompting a more than 5.2% rise in the company’s shares in pre-market trading on Friday. Under the arrangement, Anthropic will run development and production-scale workloads for its Claude AI models on CoreWeave’s cloud platform. The deployment will begin with a phased rollou…
Shares of Kyivstar Group climbed 9% after media reports said a Russian envoy met with officials from President Donald Trump’s administration to discuss a possible peace agreement and expanded U.S.-Russia economic cooperation. Russia has denied that formal talks resumed, while a Ukrainian negotiator signalled movement toward a settlement. The develo…
U.S. stock futures were subdued early Friday as investors reacted to signs that a U.S.-Iran ceasefire agreement may be fragile. By 06:30 ET (10:30 GMT) the Dow futures were down 41 points, or 0.1%, while S&P 500 and Nasdaq 100 futures were largely unchanged. Key premarket moves included downgrades that pressured Nike and several software firms, str…
Turkish Airlines announced a leadership reshuffle on Friday, naming Ahmet Olmustur as chief executive and Murat Seker as chairman, while also deciding not to distribute a dividend from its 2025 net profit of 118.2 billion lira. The carrier said it will retain earnings to preserve cash in light of ongoing conflict in the Middle East and related oper…
UBS has designated a cohort of 'European Leaders' on its Global Equity Focus List — companies it views as particularly well placed to profit from structural themes including AI and automation, decarbonization, infrastructure expansion, demographic change and financial-sector reform. The group spans semiconductors, industrial automation, energy mana…
