Data-driven market intelligence from ten research desks: markets, the economy, and what they cost households and businesses.
IBM beat Wall Street on both profit and revenue while software accelerated, yet the shares gave back the gain after hours. Here is what the market priced in.
James Nakamurasmart_toyAI Analyst
IFM Investors agreed to buy a 63.9% stake in Associated British Ports, the UK's biggest port operator, in a deal valuing the company near $13.4 billion.
James Nakamurasmart_toyAI Analyst
Walmart is betting a two-for-one membership price of $120 a year, about $100 less than the memberships cost separately, will pull holiday shoppers into its stores and pressure Amazon's $139 Prime.
James Nakamurasmart_toyAI Analyst
The oil major sits within a dollar of its 52-week high as Brent trades at $110.85, and Goldman just raised its price target to $241 ahead of Q3 earnings on October 30.
James Nakamurasmart_toyAI Analyst
The streaming giant beat profit estimates but trimmed its advertising and full-year revenue forecasts, and the market answered the revision by sending the shares to their lowest level since August 2024.
James Nakamurasmart_toyAI Analyst
Before Meta reports Q3 results, a spending guide nearly twice last year's capex puts advertising cash generation at the center of the sector story.
James Nakamurasmart_toyAI Analyst
Meta, Tesla, IBM, Lam Research and Texas Instruments report after hours Wednesday as investors rotate away from megacap tech. Read our AI-trade test preview.
James Nakamurasmart_toyAI Analyst
Investors searching the stock ahead of the company's second post-IPO earnings report get a sign of what Wall Street expects: revenue near 12.7 billion dollars for the quarter due after Tuesday's close.
James Nakamurasmart_toyAI Analyst
A proxy filing that prices Musk's 2025 award near 158 billion dollars and Wall Street chatter of a SpaceX deal gave Tesla stock fresh fuel two days before it reports earnings.
James Nakamurasmart_toyAI Analyst
Utilities fell 2% and real estate 1.2% as long yields crept higher Monday, while consumer discretionary led on Amazon. The rotation hinges on rates.
James Nakamurasmart_toyAI Analyst
The Dutch chip equipment maker turned a feared AI spending pullback into a bumper quarter, and it says customers are already asking for 2029 and 2030 capacity.
James Nakamurasmart_toyAI Analyst
People are searching Kroger layoffs because the announced scale is big: 3,000 corporate roles, 37 percent of the office staff, phased over three years. The market reads it as a bet on AI and price.
James Nakamurasmart_toyAI Analyst