AI Stock Market News Today

SoftBank Group is developing a new entity focused on automating data center construction. The conglomerate aims to take the venture, named Roze, public in the U.S. with a target valuation of $100 billion.

• New venture 'Roze' focused on AI and robotics
• Primary objective is automating data center construction

A surge in the U.S. 30-year Treasury yield to 5% is triggering a rotation out of non-yielding assets. Hawkish dissent within the Federal Reserve and rising oil prices are further tightening financial conditions.

• 30-year Treasury yield hits 5%, highest in nearly a year
• Fed dissenters signal resistance to rate easing

Economists predict the European Central Bank will keep interest rates steady this Thursday. The decision comes as policymakers evaluate the broader economic consequences of the conflict in Iran.

• Benchmark rate expected to remain at 2%
• Unanimous consensus among surveyed economists

Glencore's oil and gas division is poised for record-breaking results as conflict in Iran drives energy price volatility. The company expects core trading earnings to comfortably exceed its $3.5 billion long-term target.

• Core earnings expected to exceed $3.5 billion guidance
• Significant increase from $2.9 billion in the prior year

The Bank of England is expected to maintain its benchmark interest rate at 3.75% this Thursday. Policymakers are weighing domestic economic weakness against inflationary pressures stemming from conflict in Iran.

• Expected rate hold at 3.75%
• Concerns over Iran war energy shocks

South Korean trading giant Posco International saw a significant rise in net and operating income for the first quarter of 2026. The company's stock responded positively to the earnings beat.

• Net income grew to KRW 265.4 billion from KRW 199.7 billion
• Operating income jumped to KRW 357.5 billion

China's official manufacturing PMI outperformed forecasts in April, signaling continued industrial expansion. However, a decline in the services sector highlights ongoing fragility in domestic demand.

• Manufacturing PMI reached 50.3, beating the 50.1 forecast
• Industrial growth sustained for a second consecutive month

World Liberty Financial's native token fell sharply as a proposal to vest over 62 billion tokens faced intense community backlash. Despite overwhelming voting approval, critics have labeled the new lock-up schedules as highly irregular.

• WLFI price fell 13.6% in 24 hours to $0.06367
• Proposal involves a 2-year cliff followed by 2-3 year linear vesting

Dutch banking giant ING Groep N.V. has initiated a new €1 billion share repurchase program following the completion of a previous €1.1 billion buyback. The move is designed to align the bank's Common Equity Tier 1 (CET1) ratio with its strategic target.

• New €1 billion buyback program active until October 26
• Completed previous €1.1 billion buyback of 47.04 million shares

German delivery giant Delivery Hero reported increased gross merchandise value and segment revenues for the first quarter. The company now expects its adjusted EBITDA to land in the upper half of its previously stated 2026 guidance.

• Q1 GMV rose to 12.47 billion euros, an 8.8% LFL increase
• Segment revenue increased to 3.73 billion euros, up 17.8% LFL

Government stimulus drove a 1.7% year-over-year increase in retail sales during March. However, this consumer resilience was offset by an unexpected decline in industrial output.

• Retail sales grew 1.7% YoY
• Consumer spending beat market expectations

European markets face downward pressure as Brent crude climbs toward $125 amid escalating US-Iran tensions. Investors are weighing the inflationary impact of an energy shock against upcoming central bank policy decisions.

• Brent crude futures jumped nearly 6% toward $125 per barrel
• US preparing strikes on Iran amid stalled diplomatic talks