The S&P 500 is up roughly 10% in 2026. Global earnings are being revised higher. Corporate capital spending is at levels not seen in decades. Goldman Sachs published a global strategy note on May 19 that agrees with all of that. And then it explains why the rally may be more fragile than it ...
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Nvidia Call Buying Surges Ahead of Closely Watched Earnings
An OpenAI IPO filing could come later this week as the ChatGPT parent works with bankers, according to a new report.
The travel app ramped up hotel-booking options, along with car rentals and AI-enabled features, expecting the World Cup to drive record use.
By Twesha Dikshit and Johann M Cherian May 20 (Reuters) - European shares finished near two-week highs on Wednesday, aided by defence and technology stocks, as investors awaited a critical earnings
Moby summary of The TJX Companies, Inc.'s Q1 2027 earnings call
Moby summary of Analog Devices, Inc.'s Q2 2026 earnings call
LONDON, May 20 (Reuters) - Google said it had rejected a request from two British unions for voluntary recognition but would negotiate with them via a state-backed conciliation service, delaying a potential statutory process that could force recognition. Under UK rules, the move opens a 20-working-day window, extendable by agreement, for talks on recognition.
Moby summary of Evogene Ltd.'s Q1 2026 earnings call
ChatGPT-maker OpenAI has been working with bankers to prepare to file for an initial public offering in the coming days or weeks, according to people familiar with the matter. Bankers at firms including Goldman Sachs and Morgan Stanley have been helping the artificial-intelligence giant on a draft IPO prospectus it plans to file confidentially with regulators soon, possibly as early as Friday, some of the people said. The goal is for OpenAI, led by Sam Altman, to be ready to go public as early as September, some of the people said.
Investing.com -- Bernstein raised its price targets on Lam Research and KLA Corp. on Wednesday after significantly upgrading its global wafer fabrication equipment spending forecasts, citing an improved outlook for memory expansion in China and beyond.
Boeing (BA) just had one of its worst days in months, and one major bank thinks the panic created a bargain. Most of Wall Street zeroed in on a single number: 200. That was the size of the China jet order President Trump unveiled, according to Reuters, and traders had hoped for far more. The stock ...
The massive gains in chip manufacturers from South Korea to Silicon Valley have hit a volatile stretch. Chip makers, including Intel, Micron and AMD, closed Monday on their worst two-session skid since March, an abrupt halt to a torrid weekslong rally.
Find insight on Google, ASML Holding, Baidu, and more in the latest Market Talks covering Technology, Media and Telecom.
Valero Energy and two other refiners topped buy points this week amid high crude oil prices, before slipping somewhat on Wednesday.
Snowflake has had a rough stretch. The stock is down 21.92% year-to-date and has lost nearly 6% over the past year, according to Yahoo Finance. That’s a stark contrast to a broader market that has pushed higher and an AI software sector that has minted new winners almost weekly. But Bank of America ...
Cava stock jumped on Wednesday after the fast-growing Mediterranean chain posted stronger-than-expected sales, traffic and earnings growth. Cava Group revenue growth was the fastest since the third quarter of 2024, while same-store sales growth was the best in a year. Restaurant Dive said that Cava's traffic and sales trends "far outpaced its fast casual rivals," noting that Sweetgreen and Wingstop posted some of their worst-ever comparable-store sales gains in Q1.
US equity indexes rose ahead of Nvidia's (NVDA) quarterly earnings and minutes of the Federal Reserv
Peter Orszag, CEO of Lazard, joins Dani Burger on "Bloomberg Deals." NextEra Energy's $67 billion deal for Dominion Energy vaults Lazard several steps up in the closely watched Wall Street league tables. The deal shores up Lazard's long-time reputation as a go-to adviser on big deals.
For most of the past two years, investors have focused on the stock market’s resilience. The S&P 500 kept climbing, artificial intelligence spending exploded, and traders repeatedly bet the Federal Reserve would ride to the rescue with lower interest rates. But while equities grabbed the headlines, the bond market quietly started delivering a much darker ... The Bond Market Just Handed U.S. Taxpayers $2 Trillion in Bad News
Investors are watching closely for signs of consumer strength in an uncertain economy
The parent of T.J. Maxx, Marshalls and HomeGoods delivered another set of strong sales and earnings results, with profit helped by hedges against rising fuel prices. Net income rose 28.6% to $1.3 billion compared with the same period last year, partially due to fuel hedges that insulated the company from rising gas prices due to war with Iran. The company said on a conference call with investors that it expects fuel prices to remain at current levels for the balance of the year, which means the hedges won’t give profits the same boost in the remaining quarters.
European stock markets closed higher in Wednesday trading as the Stoxx Europe advanced 1.46%, German
HAS beats Q1 EPS and revenue estimates as MAGIC: THE GATHERING and Monopoly Go! fuel Wizards' growth despite weaker Entertainment.
By Jonathan Stempel NEW YORK, May 20 (Reuters) - A U.S. appeals court on Wednesday rejected a whistleblower's claim that Amazon.com helped foreign fur manufacturers evade tariffs on products sold on
CIBC Capital Markets on Tuesday revised its 2027 adjusted earnings estimate for SSR Mining (SSRM.TO,
Elon Musk's rocket company is reportedly targeting one of the biggest public listings ever.
Meta CEO Mark Zuckerberg told employees in an internal memo on Wednesday that he does not expect more company-wide layoffs this year, according to a copy of the memo seen by Reuters. He made the announcement on the same day the Facebook owner carried out a massive restructuring of the company, laying off 10% of its workforce globally and transferring 7,000 other employees to new initiatives related to AI workflows. The changes are part of a far-reaching overhaul taking place at Meta this year, as the company surges its AI investments in a bid to center AI agents in both its product offerings and its approach to work internally.