Stocks News

Salesforce has agreed to acquire customer-engagement software company Braze in an all-cash transaction valued at approximately $5.66 billion, marking another major move in the race to combine enterprise data, artificial intelligence and personalized marketing. Under the agreement announced on October 20, 2026, Braze shareholders will receive $47.50 per share. The offer represents a premium of

Cleveland-Cliffs shares surged approximately 16% after the US steelmaker reported stronger-than-expected third-quarter earnings, with investors also responding to a more optimistic outlook and the potential benefits of domestic trade policy. The rally put the steel producer in focus as markets assessed whether improving company-specific performance and a more supportive domestic policy environment could strengthen the

Amazon shares surged approximately 5% on 19 October after Morgan Stanley named the e-commerce and cloud computing giant its top stock pick, reinforcing investor confidence in the company’s artificial intelligence ambitions and the growth potential of Amazon Web Services (AWS). The move made Amazon one of the strongest performers among major US stocks during a

Nvidia has secured a new central processing unit (CPU) customer in AI-computing startup Modal, marking another step in its effort to expand beyond graphics processors and challenge Intel and AMD in the data-centre market. Modal plans to deploy Nvidia’s Vera CPUs to run AI agents, workloads it previously handled using processors from Intel and AMD.

CoreWeave shares advanced on Monday after Goldman Sachs upgraded the artificial intelligence infrastructure provider from Neutral to Buy, arguing that constrained computing capacity and the company’s competitive position could support stronger recurring revenue per megawatt over the next two years. The upgrade followed a sharp sell-off that had erased more than a quarter of the

19 October 2026 | Stocks | Semiconductors | NASDAQ: MU Micron Technology shares climbed approximately 2.6% in premarket trading on Monday as semiconductor stocks recovered from last week’s sell-off. Renewed optimism surrounding artificial intelligence infrastructure and strong revenue guidance from Chinese memory-chip manufacturer ChangXin Memory Technologies (CXMT) helped draw attention back to the memory sector.

Intel shares rose approximately 3.8% in premarket trading on Monday after JPMorgan upgraded the semiconductor company from Underweight to Neutral. The move offered a boost to the stock following a difficult previous session and renewed attention on Intel’s recovery prospects. The upgrade reflects improving confidence in parts of Intel’s business, particularly its manufacturing execution, data-centre

Investors Look Beyond Market Leaders Some of the most established companies in global markets are attracting renewed attention from investors searching for long-term opportunities at prices below their estimated intrinsic value. The challenge is distinguishing businesses with durable competitive advantages from companies whose shares appear cheap because their growth prospects or profitability are deteriorating. An

Jefferies has upgraded restaurant operator Texas Roadhouse to a Buy rating, describing the company’s recent share-price pullback as a potentially attractive entry point for investors. The investment bank raised its price target from $186 to $190 per share, citing the chain’s operating performance, customer demand and potential relief from rising beef costs. The October 14

Schneider Electric raised its 2026 revenue and profitability targets for a second time this year, as surging demand for artificial intelligence infrastructure and data centres strengthened the French industrial group’s growth outlook. The company’s shares initially rose around 1.4% on Friday, 16 October, helping support European industrial stocks. The pan-European STOXX 600 gained approximately 0.3%

Charles Schwab delivered record third-quarter revenue and stronger-than-expected adjusted earnings, but its shares fell as investors focused on a small revenue shortfall and a more cautious full-year outlook. The US brokerage reported adjusted earnings of $1.69 per share, up 29% year over year and above analysts’ consensus estimate of $1.65–$1.66. Revenue climbed 17% to $7.17

Goldman Sachs has identified ten European real estate stocks it rates as buys, highlighting logistics property developers, data-centre operators and retail landlords as preferred investment opportunities. The recommendations span several countries and property segments, reflecting differences in rental growth, development pipelines and demand for specialised assets. The bank’s selection comes as European property companies face