Equities News

The change followed an unsolicited competing proposal from a third party, onsemi said.

Famed “The Big Short” investor Michael Burry argues that temporary hardware shortages are masking rapid GPU depreciation and creating structural risks across tech and private credit sectors.

OCUL stock selloff began on Monday after Kodiak Sciences and 4D Molecular posted updates from clinical trials of their eye-disease drugs.

Soaring borrowing costs and heightened yield volatility have sparked a record sell-off in mortgage-backed securities while driving U.S. mortgage rates to a multi-month high.

Nektar on Thursday announced data from two trials of its drug rezpegaldesleukin in alopecia and eczema.

The Barbie maker has attracted a potential offer of more than $20 per share as it navigates a leadership change and pressure to unlock the value of its brands, reported The Wall Street Journal.

The FAA's corrective action review board could convene as soon as Friday to weigh the software glitch on some Boeing 737 Max jets, Bloomberg reported.

A Manhattan federal judge has cleared the way for digital publishers to seek more than $3.2 billion in damages from Alphabet Inc.'s Google after alleging ad-tech monopolization.

The Claude maker could start formal IPO marketing as early as the week of Nov. 9, potentially setting up a debut before the Nov. 26 Thanksgiving holiday, reported Bloomberg.

Roslansky will leave at the end of 2026 after helping grow LinkedIn’s membership to 1.3 billion and taking on a key role in Microsoft’s Copilot push.

U.S. District Judge Richard G. Andrews of the District of Delaware found on Wednesday that Liquidia induces infringement of claims 1 and 14 of United Therapeutics’ U.S. Patent No. 11,826,327.

Copart said the refiling was intended to give the Justice Department's Antitrust Division and the Federal Trade Commission additional time to complete their review of the transaction.

After a sharp drop in trading activity during September, retail investors are expected to rebuild their U.S. stock positions in October as corporate earnings resume and favorable seasonal trends take hold.

Wells Fargo said momentum is shifting back to Microsoft among mega-cap technology companies due to its AI monetization and a balanced investment approach.

Fed’s Neel Kashkari told Bloomberg TV that consumer spending and the labor market remain strong, noting that the broader economy has remained resilient despite tariffs, geopolitical conflict, and elevated yields.

CEO Ian Mortimer and CFO Thomas Kelly purchased 45,000 shares of XENE in the open market.

The latest award lifts Boeing’s contracted MH-139A fleet to 42 aircraft, with 27 already delivered, as the U.S. Air Force moves the program into operational deployment.

The math is based on Nvidia’s chart showing its share of IT capex at the five largest cloud service providers.

Ouster’s Rev8 OS1 Max native-color digital lidar will be integrated into Seneca’s autonomous drone platform to enhance 3D perception for wildfire response missions.

Mizuho’s Jordan Klein reportedly said stronger fundamentals and lighter positioning leave further upside across memory and other parts of the semiconductor sector, with equipment names standing out as an underowned area.

Corteva’s stock decline reflects the completion of its Vylor spin-off, leaving CTVA focused solely on crop protection.

In an interview with CNBC, Mehrotra said some customer supply agreements now extend into 2031, giving Micron greater visibility into future demand and manufacturing needs.

Foghorn and Eli Lilly decided to stop developing FHD-909 after reviewing Phase 1 clinical data.

Morgan Stanley modestly raised its Apple revenue estimates after the fall product launch, but left its earnings outlook largely unchanged as higher component costs and iPhone pricing pressure offset much of the benefit, according to TheFly.

Factorial Energy Inc, a global leader in solid-state battery technology, today announced a strategic partnership with Mitsui Kinzoku Company, Limited to support the industrialization of its Solstice™ all-solid-state battery platform.

DeepMind-provided benchmarks cited by JPMorgan show Argon competing with models from OpenAI and Anthropic across several complex use cases.

The acquisition adds systems-engineering talent to Nebius’s inference team and follows earlier Token Factory additions from Eigen AI and Clarifai.

Trump told TIME that higher rates are making it harder to reduce the federal debt, while arguing that economic growth and a broad investment boom can offset the drag from borrowing costs.

Citi highlighted Rocket Lab’s unique position in the space industry given its proven Electron launch vehicle

Accenture reported fourth-quarter revenue of $18.7 billion and EPS of $3.29, both above the analyst estimate.

Evercore ISI's Emanuel told Bloomberg that elevated yields, competition for capital and geopolitical and political uncertainty could keep volatility high, while the IPO pipeline and financial-sector earnings take on greater importance.

Sanofi and Regeneron are broadening their immunology pipeline while keeping their existing Dupixent economics intact.

BofA raised its earnings estimates after Synopsys laid out a financial framework through 2030 that calls for faster growth and expanding margins, according to TheFly

Nokia is pushing into space-based defense communications with a European-built LEO system that will allow governments to independently own and control critical connectivity infrastructure.

Barclays raised its HPE price target to $83 from $79 and maintained an ‘Overweight’ rating following the company’s Networking Investor Day.

Micron and SanDisk closed their fiscal year 2026 with record revenue and profit gains.

BofA remains bullish on Northrop, citing major defense programs and potential protest prospects.

On Stocktwits, retail sentiment toward SPY and QQQ remained ‘bullish’ as Micron’s results provided another catalyst for AI and semiconductor stocks.

Elon Musk and CEO Ed Bastian clash over Starlink, while Delta’s Amazon Leo choice raises concerns about falling behind rivals on in-flight WiFi.

Musk moved from targeting at least daily flights around August 2027 to weekly or twice-weekly launches next year.

Nike faces a major earnings test as shares plunge 44% year-to-date, and short interest reaches 87 million shares.

Burry cited an 1880 account of reasoning before written language to challenge whether language models can achieve genuine understanding.

Chipmakers and Meta kept the index steady while financials, real estate and materials sank, and Stocktwits chatter jumped most on the hardest-hit names.

AI demand, stronger growth targets and index inclusion fuel a standout month for the enterprise-storage company.

In a Truth Social post, the U.S. president said that South Korea’s President Lee Jae Myung had agreed to invest $200 billion in America under a strategic and trade investment deal agreed upon last year.

Retail investors speculated that Sellas’ office lease through September 2027 provides stability for clinical results and potential deal discussions.

Jefferies said Toast’s POS leadership remains strong, while DashOS could pressure Toast’s marketing and customer analytics software sales.

The U.S. 10-year Treasury yield soared past 5.3% on Wednesday, while 30-year yield crossed 5.6%.

Grindr looks to build a broader LGBTQ-focused platform as it expands beyond dating.

Cathie Wood predicted a potential Tesla-SpaceX merger, agreeing that a deal could be announced this year.