Strategy Returns to Profit as Bitcoin Rally Boosts Paper Gains by $21B
Bitcoin treasury firm Strategy posted a quarterly profit after bitcoin's rally produced $21 billion in paper gains.
05/10/2026 16:317 min read
Equities News
Global stock markets: index moves, earnings, analyst targets and the policy and rate backdrop driving them.
Morgan Stanley: SpaceX Could Nearly Double to $300, but Clients Hold Back
Morgan Stanley kept its $300 price target on SpaceX, saying the AI business is undervalued, even as at least 40 clients own no shares.
05/10/2026 15:5711 min read
Nasdaq indices push for record closes as S&P 500 faces resistance
Nasdaq Composite and Nasdaq 100 aim for record closes as S&P 500 lags, supported by economic data and AI optimism.
05/10/2026 15:0213 min read
Despite monopoly ruling, Live Nation doubles CEO pay target to over $60M
Live Nation approved a new contract doubling CEO Michael Rapino's compensation target to over $60 million annually, despite a jury ruling the company liable…
05/10/2026 13:298 min read
Nasdaq at risk as US credit spreads widen further
Widening US credit spreads signal potential trouble for the Nasdaq, despite recent support from dovish Fed comments.
05/10/2026 13:079 min read
MicroStrategy Adds Just 334 BTC, Puts 6x More Into Stock Buybacks
MicroStrategy bought 334 BTC for $28.7 million while spending $176.3 million on stock buybacks the same week.
05/10/2026 12:268 min read
Delta's Q3 report to test if consumer spending can withstand rising fuel costs
Delta's Q3 earnings report will test if consumers can sustain spending amid rising fuel costs.
05/10/2026 10:119 min read
Nikkei Rises 2.5% as Weak Hiring Data Cuts October Rate Hike Odds
Japan's Nikkei 225 climbed 2.5% after weak U.S. jobs data reduced the chance of a Fed rate hike in October.
05/10/2026 09:159 min read
Renewed France budget fears hit European stocks at market open
European stocks dipped at the open as France's CAC 40 fell 0.9% on budget worries, while bond yields stayed elevated.
05/10/2026 07:526 min read
JPMorgan adds AmEx, Liberty Energy, Thermo Fisher to October stock picks
JPMorgan added American Express, Liberty Energy, and Thermo Fisher to its October favorite stocks list. The update follows a mixed September for US markets.
05/10/2026 06:4211 min read
Mega-Cap Capex Miss Threatens AI Market Rally, Schwab Strategist Warns
Schwab's Kevin Gordon cautions that one mega-cap capex miss could disrupt earnings, with the S&P 500 near highs but average stock down 14%.
05/10/2026 04:158 min read
Nikkei hits three-month peak as AI shares surge on Fed rate outlook shift
The Nikkei rallied 2.5% to a three-month high, led by AI stocks after soft US jobs data reduced Fed hike expectations.
05/10/2026 03:1110 min read
Ives Sees Robotaxis and Optimus Fueling Tesla's Golden Year in 2027
Dan Ives argues 2027 could be Tesla's golden year thanks to robotaxis and Optimus, while a Wells Fargo analyst remains cautious.
05/10/2026 01:128 min read
Agent Orchestration Emerges as Wall Street's Most In-Demand AI Skill
Job postings for agent orchestration surged 1,721% this year, as banks like JPMorgan and Citigroup boosted AI hiring by 49%.
05/10/2026 00:159 min read
Nvidia advisor claims $1B in disputed stock options from 1993
An early Nvidia advisor says the company failed to vest 9,375 stock options from 1993, now worth about $1.05 billion. Nvidia says the claim is time-barred.
04/10/2026 21:1110 min read