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.
29,908 total articles
Turkey's main stock index, the BIST 100, closed up 1.05% on Thursday as advances in Chemical, Petroleum & Plastic, Leasing & Factoring and Technology sectors pushed more stocks higher than lower. Several individual issues recorded double-digit percentage moves in both directions. Commodities and currency pairs also showed notable moves during the s…
Analysts say infrastructure spending tied to artificial intelligence and cloud computing has ignited more than $1 trillion in physical investment this cycle, driving data center demand that is growing faster than new capacity. Bernstein's new coverage highlights winners among enterprise-focused facility owners while warning that vacancy rates shoul…
A lawsuit filed in the U.S. Court of Appeals in the District of Columbia challenges the U.S. government's approval of ByteDance's plan to create a majority American-owned joint venture for TikTok. The Public Integrity Project brought the case on behalf of two retail investors in competing social media companies, arguing the approval violated a 2024…
Mazda, which halted exports to Russia in 2022 and relinquished its local joint venture stake, has re-emerged among Russia's top-selling marques after a sharp rise in scrappage fees for powerful, high-cost vehicles redirected imports through independent trading intermediaries. Autostat data show Mazda climbed to sixth with 4,871 units sold in Januar…
Franklin Resources reported preliminary assets under management of $1.74 trillion as of February 28, 2026, up from $1.71 trillion at January 31, 2026. The firm attributed the increase to favorable market conditions and roughly $10 billion in long-term net inflows, while a Western Asset Management outflow of about $1 billion reduced the long-term in…
Northrop Grumman will supply 47 Common Infrared Countermeasures (CIRCM) systems to Germany, marking the first deployment of the company's CIRCM equipment in that country. The systems, procured under a U.S. Army production award, will be fitted to Germany's newly ordered CH-47 Chinook helicopters to upgrade rotary-wing survivability and meet NATO co…
Bundesbank President Joachim Nagel told German broadcasters that he is against imposing petrol price controls in Germany and that he has no concerns about the nation’s gold reserves that are kept in the United States. His remarks, reported by RTL and NTV, touched on both domestic energy policy and the management of international reserves, including…
Greg Abel, who took over as Berkshire Hathaway's chief executive at the start of the year, told CNBC that he remains in near-daily contact with Warren Buffett, who still comes to the office every day and remains active as chairman. Abel described the challenge of stepping into Buffett's role as the company's primary communicator to shareholders and…
Rothschild & Co Redburn has downgraded American Airlines to Neutral while keeping a negative view on Southwest and reaffirming positive stances on Delta and United. The firm cites rising jet fuel prices and increasing industry capacity as key headwinds that have prompted cuts to earnings forecasts and a lower price target for American.
Evercore analysts say AI-driven 'agentic commerce' creates a theoretical path for payment flows to be steered away from traditional card networks, but they view the risk to Visa and Mastercard as uncertain and likely to unfold slowly because of structural, behavioral and legal obstacles in developed markets.
Chile’s Codelco and Microsoft have signed a memorandum of understanding to jointly evaluate initiatives in artificial intelligence, advanced analytics, automation and digital security. The initial 18-month agreement establishes shared governance and targets intensive data use, AI-assisted decision-making, autonomous operations, process automation a…
Sable Offshore's stock rose roughly 12% Thursday morning after a Department of Justice Office of Legal Counsel memorandum concluded that presidential directives issued under the Defense Production Act can preempt state laws that conflict with federal energy production directives. The March 3, 2026 opinion was written in response to a Department of …
Global airline operations remain deeply affected after the conflict in Iran prompted the shutdown of major Middle Eastern aviation hubs, including Dubai, Doha and Abu Dhabi. Dozens of carriers have published suspension notices and adjusted schedules, cancelling routes to regional destinations and beyond. The disruptions are producing widespread can…
The World Health Organization has confirmed 13 attacks on health facilities in Iran and one in Lebanon amid a U.S.-Israeli campaign, reporting four health workers killed and 25 injured. WHO officials said ambulances and hospitals sustained damage and that a WHO logistics hub in Dubai is temporarily out of service due to transport restrictions.
CVS Health said it will partner with Google Cloud to develop Health100, an AI-enabled, consumer-centric health engagement platform that aggregates data from benefit managers, pharmacies, providers and digital health systems. The platform, which will use agentic AI and be supported by Google Cloud technologies including Gemini models, Cloud Healthca…
CoreWeave stock slipped 2% on Thursday following Bernstein’s initiation of coverage with an underperform rating and a $56 price target. Analyst Madison Rezaei acknowledged the company’s success meeting demand for compute capacity but flagged intensified competition from hyperscalers moving into the GPU cloud space as a material concern.
Prime Minister Viktor Orban’s strategy to transform Hungary into a European battery hub through large-scale foreign investment has stalled, and recent reports of safety and environmental breaches at a major plant have turned a cornerstone economic policy into a political risk ahead of the April 12 national vote. Despite billions in investment and g…
Bank of America analysts say the sharp rise in Anthropic’s annualized revenue run rate could bolster Amazon Web Services if a meaningful portion of Anthropic’s workloads run on AWS. Anthropic’s ARR climbed past $19 billion, with the company’s model and developer tools driving adoption among enterprises and consumers. BofA highlights potential quart…
On March 5, Amazon Web Services announced the launch of Amazon Connect Health, an AI-driven platform designed to reduce administrative burdens for healthcare providers and simplify patient access to care. The system integrates with electronic health records to support patient verification, appointment booking, medical history compilation, clinical …
Mizuho moved its highest-conviction pick from Airbnb to Booking.com after a report said OpenAI is stepping away from on-platform ChatGPT checkout and instead steering purchases to partner apps, including Instacart, Expedia and Booking.com. TheInformation's reporting said the checkout feature had limited merchant adoption, manual onboarding needs an…
Bank of America has reinstated coverage of a group of payments companies, saying fundamentals remain supportive thanks to growing electronic commerce, improving cross-border spending and an ongoing shift away from cash. The bank rates Visa and Mastercard as its preferred risk-adjusted plays, and assigns differentiated stances to digital-wallet and …
Sotera Health shares fell in premarket trading after the company disclosed a secondary offering in which private equity firms Warburg Pincus and GTCR intend to sell a combined 25 million shares. The disclosure included pre-offering ownership figures for both firms and the company’s total shares outstanding.
Berkshire Hathaway resumed buying back its own stock on Wednesday after a pause, marking the first repurchases since May 2024. New chief executive Greg Abel said the buybacks support long-term shareholder value and disclosed a personal purchase of 21 Class A shares worth about $15 million. The moves may help pare a $373.3 billion year-end cash bala…
Rising hostilities in the Middle East are straining Brazil’s agricultural supply chains. The conflict has interrupted maritime traffic through the Strait of Hormuz, prompting consideration of alternative discharge points and raising the prospect of cancelled grain contracts. At the same time, a significant share of Brazil’s imported urea transits t…
Shares of The Trade Desk jumped 20% after CEO Jeffrey Terry Green disclosed a purchase of 6 million shares worth $148,101,266. The buying occurred between March 2 and March 4 at prices between $23.49 and $25.08, with a Form 4 filed after Wednesday's market close. The move coincided with reports that the company is in talks to sell advertising on an…
