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.
9,220 total articles
Morgan Stanley upgraded its outlook for a number of Japanese electronics component companies, naming TDK its top pick as the bank forecasts sustained high-end smartphone production in North America and rising AI data center demand. The note highlights TDK's positioning in high value-added rechargeable batteries and resumed hard disk drive head ship…
Alibaba on Tuesday introduced Wukong, an enterprise artificial intelligence platform that centralizes management of multiple AI agents through a single interface and is currently in an invitation-only testing phase. The platform, designed to support tasks such as document editing, approvals, meeting transcription and research, will be available as …
Barclays moved Unite Group Plc to an "equal weight" rating from "overweight" and trimmed its price target to 520p from 615p after the company issued its third profit warning in four months alongside full-year results in February. The bank pointed to deteriorating leasing metrics, weaker nomination agreements with universities and downward revisions…
Bank of America’s March Global Fund Manager Survey found investors pulling back risk exposure amid geopolitical and inflation worries, pushing cash allocations higher and damping sentiment. Despite this bearish tilt, positioning metrics are not at the levels typically seen during market capitulation, and investors continue to favor commodities and …
Bank of Montreal announced plans to open over 130 financial centers in California and roughly 15 in Arizona during the next five years, part of a broader program to add 150 branches across the United States. The move follows a branch-sale program and the 2023 acquisition of Bank of the West, and is aimed at deepening client engagement and expanding…
A Barclays analysis finds OpenClaw-style AI agent platforms are being adopted at pace across China, prompting strong demand for token usage and cloud compute, and prompting bullish stances on major internet players with AI capabilities. The platform’s cloud-centric deployment and sharply lower token costs are cited as key drivers of adoption, even …
Neste shares climbed more than 3% after Barclays upgraded the stock to "overweight" from "equal weight," citing a credible operational turnaround, accelerated cost savings and a substantially stronger earnings outlook for 2026. The bank raised its price target to €32 from €17 and projected higher margins, robust EBITDA and improved cash flow metric…
At a technology showcase in early March at its Shenzhen headquarters, BYD unveiled a Flash Charging system built around its second-generation Blade battery and associated vehicle systems. Management emphasized that ultra-fast charging and cold-weather performance remain key barriers to further electric vehicle uptake, and outlined plans to deploy 1…
Jefferies reports that interruptions in the Strait of Hormuz have tightened near-term liquefied petroleum gas balances by effectively stranding about 1.5 million barrels per day of Middle East LPG. The dislocation is providing support for U.S. Gulf Coast cargo demand, but U.S. midstream firms face limited ability to increase exports because export …
Volkswagen AG's premium brand group, which includes Audi, Lamborghini, Bentley and Ducati, is targeting an operating return of 6% to 8% this year, up from 5.1% a year earlier. The group cites new model rollouts and efficiency actions to offset last year’s headwinds - including US tariffs, CO2-related provisions and competitive pressure in China - w…
India's benchmark indices ended Tuesday's session higher, led by strength in Metals, Auto and Real Estate names. The Nifty 50 rose 0.74% while the BSE Sensex 30 gained 0.75%. Market breadth was positive on both exchanges, volatility eased and commodities showed mixed moves with crude oil jumping sharply.
At its annual GTC developer conference, Nvidia presented an enlarged revenue view for its AI chips driven by a move from model training toward inference and mass deployment. The company raised the potential addressable market to at least $1 trillion through 2027, introduced new processors and system integrations including technology licensed from G…
Goldman Sachs lowered its rating on Li Auto to neutral from buy following the company’s fourth-quarter 2025 results, reducing 12-month targets for both ADRs and Hong Kong shares, and flagging widening net losses, weaker volume guidance, and compressed vehicle margins. The brokerage also trimmed near- and medium-term volume and profit forecasts and …
Chile’s state-owned miner Codelco reported a steep fall in copper output to open the year, triggering doubts among industry analysts and former executives about a large December surge that helped the company meet its annual target. January production fell to 91,000 metric tons - a sharp decline from December and a small year-on-year drop - reigniti…
Amazon is expanding its rapid-delivery lineup with new 1-hour and 3-hour shipping options across multiple U.S. metropolitan areas and smaller cities. The 1-hour option covers more than 90,000 items and leverages existing same-day infrastructure with operational tweaks; perishable groceries are available in select locations. The service carries incr…
Draft settlement agreements under the Trump administration would provide more than $928 million to TotalEnergies in exchange for the company abandoning two planned offshore wind farms and for the Interior Department to cancel the corresponding federal water leases. The deals also include a commitment from TotalEnergies to invest in natural gas infr…
Honeywell warned on March 17 that the recent Middle East conflict could shave high-single-digit percentages off first-quarter revenue, yet the company says its 2026 sales and profit guidance remain unchanged because the effects are seen as timing disruptions rather than weakening demand. Shares have slid roughly 3.7% since the conflict began more t…
Medartis reported 2H25 group sales of CHF146.3m, essentially matching consensus. The company delivered full-year organic growth of 15.7% and reported growth of 12.0%, implying roughly 16% organic growth in the second half. Core 2H EBITDA missed consensus modestly, and operating free cash flow fell as the company increased investments in production …
Viaplay Group shares climbed in early trading after a report that its two largest shareholders, Canal+ and PPF Group, are contemplating a joint offer for the company. The potential bidders together hold roughly 60% of Viaplay. No formal proposal has been made, and the discussions are reportedly in their initial phases. The stock reached an intraday…
Uber and Nvidia said they will work together to roll out a fleet of robotaxis using Nvidia’s autonomous driving software, beginning with launches in Los Angeles and San Francisco in 2027 and expanding to 28 cities worldwide by 2028. The phased deployment will begin with data-collection vehicles, move to operator-supervised services, and ultimately …
Wirtek, an IT services provider based in Denmark, issued guidance for 2026 forecasting revenue of DKK 65.0 million to DKK 70.0 million, an increase of 1% to 9% versus 2025. The company also expects EBITDA of DKK 3.0 million to DKK 6.0 million in 2026, implying margins of 4.3% to 9.2% and a rise of 76% to 253% from 2025 EBITDA of DKK 1.70 million. M…
IP Group reported a 13% increase in net asset value per share to 110.4p for 2025, driven by £128.2m of licensing income tied to Pfizer's acquisition of Metsera. Shares jumped over 8% on the news, even as an IFRS 10 reclassification created a technical covenant breach on a £120m private placement that required a waiver and a reclassification of £119…
British equities opened modestly firmer on Tuesday, with the FTSE 100 gaining and the pound easing slightly but remaining above $1.33. European markets were mixed as oil prices firmed amid geopolitical tension. Market attention this week centres on upcoming central bank meetings and ongoing developments in the Middle East, even as corporate reports…
Indonesian equities closed higher on Tuesday, with the IDX Composite Index finishing up 1.13%. Strength in the Infrastructure, Agriculture and Basic Industry sectors underpinned the advance. Several mid-cap and small-cap names recorded double-digit percentage gains while a handful of stocks declined sharply. Commodity prices and currency moves were…
Citigroup has reduced its 12-month price forecasts for bitcoin and ethereum, citing stalled U.S. congressional progress on crypto market-structure legislation and a shrinking timetable for regulatory catalysts that could support ETF-driven demand and broader institutional uptake. The bank presented downside scenarios under a recessionary macro envi…
