A specific event in the last few hours that changes something — an earnings surprise, a regulatory action, a policy decision, a deal.
The contract, among the largest in the missile's history, comes as the Pentagon races to rebuild depleted munitions stockpiles.
The U.S. Navy awarded RTX's Raytheon unit a $24.4 billion contract for Standard Missile-6 interceptors amid concerns over thin stockpiles.
Susquehanna and Evercore ISI both raised targets following Accenture's fiscal fourth-quarter report, pointing to accelerating AI-related bookings.
Evercore ISI lifted its Accenture price target to $250, citing AI-driven growth, hours after the company's Q4 2026 earnings call and a separate Susquehanna target increase.
Analysts say the chipmaker's favorable outlook was already priced in before Thursday's print.
Micron's results showed the ongoing memory chip shortage benefiting the company, but the stock did not rally because expectations had already climbed that high.
Security losses mounted in the same quarter bitcoin logged its strongest performance in roughly two years, underscoring a split between price gains and platform risk.
Crypto hacks totaled $1.26 billion over the quarter in which bitcoin posted its best performance since 2024, a split CoinDesk highlighted as the quarter closed.
The bank also raised its ether target to $3,028 from $2,240, citing renewed inflows into crypto exchange-traded funds.
Citigroup raised its 12-month bitcoin price target to $113,000 and its ether target to $3,028, pointing to the resumption of ETF inflows as the catalyst.
The deal adds new antibody candidates to the companies' blockbuster Dupixent partnership and sent Sanofi shares higher.
Sanofi agreed to pay Regeneron up to $8 billion to bring additional antibodies into their existing Dupixent collaboration, and Sanofi stock rallied on the news.
The French drugmaker and its US partner widened a deal that could be worth up to $8 billion as both companies push deeper into shared drug development.
Sanofi and Regeneron expanded their partnership in a deal that includes a $1 billion upfront payment and a total value of up to $8 billion.
The shift comes as fresh inflation data shows the Fed has now missed its 2% target for 66 straight months.
Goldman Sachs has moved its forecast for a Federal Reserve interest-rate hike to December, Investing.com reported, as new price data extended the Fed's inflation-target miss to 66 months.
Investors punished the rare-earths miner's $672 million deal for Meteoric even as the purchase was meant to secure new supply.
Lynas Rare Earths shares fell 7% to an eight-month low after the company announced a $672 million deal to acquire Meteoric, according to Investing.com.
The WeChat owner's deal gives it access to Oracle's regional data centers as it races ByteDance and Alibaba on AI infrastructure, the Financial Times reported.
Tencent has agreed to lease 100,000 chips from Oracle for roughly $7 billion to expand its AI computing capacity, according to the Financial Times.
Reuters and other sources say the Taiwanese chipmaker is evaluating a new investment in Texas, adding to its existing Arizona buildout.
TSMC is evaluating a potential investment in Texas to expand U.S. chip production, according to Reuters, as the company's revenue growth continues to outpace peers like Applied Materials.
The chip-design software maker's stock rose after it announced arrangements with two major partners at its analyst and investor day.
Synopsys stock rose nearly 5% in the September 30 session after the company disclosed new arrangements with two prominent partners at its investor day.
The chipmaker's fiscal fourth-quarter results beat Wall Street estimates, with executives warning that AI-driven demand is outstripping memory chip supply.
Micron's fiscal Q4 2026 revenue more than quadrupled year-over-year, beating estimates, as AI demand pushed memory chip supply into a tightening squeeze.
The partnership pairs Synopsys's chip-design software with OpenAI's models, a move investors are still trying to price in.
Synopsys and OpenAI agreed to jointly develop an AI model aimed at chip design work, a deal that puts Synopsys deeper into the AI infrastructure race.
A U.S. judge's approval lets Paramount close its acquisition of Warner Bros Discovery just as WBD shares touched $30.93.
A U.S. judge allowed Paramount to close its purchase of Warner Bros Discovery, and WBD stock hit a 52-week high of $30.93 in response.
A federal court ruled against Liquidia on two patent claims, handing a win to rival United Therapeutics and threatening the drugmaker's product pipeline.
Liquidia shares fell sharply on September 30 after a court sided with United Therapeutics on two patent infringement claims.
The curbs, first imposed after Ukrainian drone strikes on refineries, threaten to deepen an already tight diesel market.
Russia has extended its diesel export ban, a curb originally imposed in response to Ukrainian drone strikes on its refineries, according to the Financial Times.
The bullish initiation lands the same session CoreWeave stock advances, adding a fresh voice to the AI-cloud trade.
William Blair initiated coverage of CoreWeave with an outperform rating on the same day the stock gained in trading on September 30, 2026.
Crude had dropped sharply as Middle East supply concerns eased, before the denial reversed part of that move.
Oil prices climbed after President Trump denied he was willing to ease sanctions on Iran, reversing part of an earlier sharp drop tied to improving Middle East supply.
CEO, CFO, chief legal officer, chief commercial officer and chief medical officer all filed insider sales within days of each other.
Definium Therapeutics CEO Robert Barrow sold $1.15 million in shares, part of a wave of insider sales from at least five top executives at the company this week.