Equity News

Qnity is reportedly using a local-for-local sourcing strategy to strengthen supply chains, respond faster to customers, and compete for more business from major chipmakers.

The deal adds more than 140 specialists to Accenture Song, although financial terms were not disclosed.

Domino’s Q3 revenue and earnings topped analyst estimates as CEO Joe Jordan emphasized customer engagement and franchisee profitability, while U.S. same-store sales growth slowed to 0.3% from 5.2% a year earlier.

Large fiscal deficits, sticky inflation, elevated asset prices, rising interest rates, and geopolitical conditions remain points of concern, Dimon said.

Meta's new Muse Wonder models are available to developers, with plans to bring the technology to its consumer AI assistant, starting with subscribers.

In an interview with CNBC, he said data center deals were accelerating and that the demand to supply ratio stands at 13:1.

Government bond yields across the U.S. and other advanced economies have climbed to multidecade highs, with investors awaiting key U.S. inflation data.

Micron faces fresh concerns over Chinese memory-chip competition, while AST SpaceMobile and Adobe come under pressure after brokerages cut their ratings and price targets.

Brent futures fell as traders debated whether additional Russian diesel supplies could ease fuel shortages amid ongoing Middle East tensions.

AMD is scaling its AI hardware business as inference and AI agents boost computing needs.

On Stocktwits, retail sentiment toward SPY and QQQ has remained ‘bullish’.

Morningstar trimmed its estimated value for First Solar to $191, citing ending tax benefits and strong competition despite growing electricity demand from AI.

The People’s Bank of China approval moves Visa closer to competing in the country’s domestic card-clearing market.

Morningstar raised its uncertainty ratings for Verizon, T-Mobile and AT&T to 'High' from 'Medium.'

Concerns about AI infrastructure funding rattled global semiconductor stocks, with South Korean memory makers among the hardest hit.

AST’s upcoming access to Ligado spectrum, up to 40 MHz plus another 5 MHz, is still subject to approvals and closing conditions.

Navitas has introduced a new power system to meet the growing electricity needs of AI data centers.

Shorter Pro model delivery windows raise questions about iPhone demand as Apple approaches its next product launch.

Tidal Financial Group strategist Michael Khouw says options imply a 6.5% earnings move, with implied volatility at 40%, twice the stock’s realized volatility.

Jim Cramer backed Nokia and BlackBerry, citing AI infrastructure and software growth.

AI disruption hammered Getty’s stock image business as subscribers fled and financial woes mounted

Puts make up about 10% of Burry's portfolio and long positions and LEAPS account for most of the rest, with minimal cash.

Strong early AI engagement and fresh model launches bolster Meta’s position.

Enterprise software stocks gained momentum as companies expanded AI capabilities, pursued new government contracts and benefited from stronger Wall Street optimism.

Musk said China is advancing in LPDDR5 and LPDDR6, while HBM and 3D-stacked memory are harder challenges.

Weak home sales, elevated borrowing costs, and cash-burn concerns added pressure.

AI spending concerns rattle optical stocks after strong year-to-date gains amid robust demand for high-speed connectivity.

Strive’s $718 million in PIPE warrants outstanding at a $27 exercise price are set to expire on Tuesday.

A guest died at Six Flags Entertainment’s Georgia park, raising safety and legal concerns ahead of earnings.

Financing concerns and China’s push into advanced memory technology deepen pressure on semiconductor stocks.

As banks kick off the third-quarter earnings season this week, market experts expect the momentum from the second quarter to continue.

Electron’s next three missions are HawkEye 360’s ‘We’re Not Hawking Around,’ and iQPS’s ‘The Sea God Surveys’ and ‘The Mountain God Rises.’

SpaceXSI has launched a unified “X Subscription” that combines Grok AI tools, X platform features, and Cursor coding access into four paid tiers plus a free option.

Lucid intends to start selling its cars in France starting in 2027.

Semiconductor equipment giant Applied Materials Inc. plans to double revenue in the coming years by leveraging artificial intelligence to drive efficiency rather than relying on proportional workforce expansion.

The Kroger Co. plans to eliminate roughly 3,000 corporate positions over the next three years to streamline operations, cut costs, and redirect investments toward store-level pricing and service.

Wall Street’s biggest banks, including JPMorgan, Morgan Stanley, and Wells Fargo, will report earnings this week.

Syndax said on Monday that its experimental drug axatilimab missed the main goal of a mid-stage study in idiopathic pulmonary fibrosis.

A sudden surge in call option volume signals rising investor confidence that Snapchat’s parent company could mount a significant late-year rally.

Palihapitiya highlighted power and physical infrastructure as possible lasting constraints in the AI race after Microsoft announced its own silicon chips.

The prospective buyer for Bumble is Ithaca Holdings, a recently formed firm led by two Silicon Valley executives, the Wall Street Journal reported.

Cleveland Fed Chief Beth Hammack advocated for nimble, incremental interest rate adjustments while withholding explicit backing for an immediate hike at the upcoming October policy meeting.

Seaport Research lifted its target to $100 from $95, saying higher fuel costs masked otherwise solid third-quarter results.

Meta Platforms has launched its ‘Muse Wonder’ artificial intelligence model, asserting frontier-level capabilities after a 14-month executive overhaul and billions in infrastructure investment.

According to The Fly, Bernstein noted that Boeing has been recovering from a difficult 2018–2023 period marked by 737 MAX accidents, 787 structural nonconformities, certification delays and significant defense charges.

The firm’s Pasatru drug was approved by the FDA in August, after trial results showed at least a 90% reduction in new abnormal bone lesions after 56 weeks.

Microsoft expects its next-generation Maia 300 system to deliver 40% more AI-generated tokens per megawatt than ‘leading GPU-based systems.’

Bristol Myers reported that its late-stage ALOFT-IPF trial of the oral drug admilparant met the primary endpoint at the 60 mg twice-daily dose in patients with Idiopathic Pulmonary Fibrosis.

Over 80% of Armada shareholders chose to redeem their shares for cash, removing nearly $195.3 million from the deal.

Oil prices rose amid renewed Russia-Ukraine tensions, with investors also looking ahead to major bank earnings, September inflation data and a scheduled speech by Kevin Warsh this week.