Real-time financial, economic, and global news with market-focused context and analysis.
Coverage spans equities, macroeconomic data, commodities, currencies, technology, politics, and global events—paired with analysis that highlights why each development matters for traders and investors. From breaking headlines to hourly market snapshots and in-depth articles, the News Hub is designed to help you stay informed, oriented, and ahead of market-moving events.
Wells Fargo increased its price target for Regeneron Pharmaceuticals to $800 from $745 while retaining an Equal Weight rating. The firm based the revision on a more optimistic timeline for Dupixent patent protection and modeled stronger earnings and profit share for the drug, even as it remains cautious about Regeneron’s LAG3 program and awaits mul…
Germany's retail association HDE has forecast nominal revenue growth of 2% for 2026, which translates to just 0.5% after adjusting for inflation. The outlook follows a 3.8% rise in retail sales in 2025, or 2.7% when measured in real terms. HDE executive Stefan Genth described the sector as lacking momentum and pointed to geopolitical uncertainties …
Stifel raised its price target on Liberty Energy to $28 from $23 and kept a Buy rating after the company reported stronger-than-expected fourth-quarter EBITDA and outlined accelerated power generation goals. Piper Sandler separately upgraded the stock and hiked its target, citing growth in Liberty’s power business and recent data center agreements.
Wells Fargo increased its price target on ArcBest Corp to $85 from $74 while keeping an Equal Weight rating, citing better Asset-Based volume and margin trends. The firm raised near-term and full-year earnings estimates but notes its target remains below ArcBest's current share price and InvestingPro's Fair Value, suggesting limited upside. ArcBest…
TD Cowen raised its price target on Church & Dwight Co. Inc. to $99 from $97 while keeping a Hold rating after the company reported slightly better-than-expected fourth-quarter earnings. Management issued 2026 guidance projecting faster organic growth and higher earnings per share, prompting TD Cowen and JPMorgan to revise forecasts and targets. Re…
Stifel has increased its price target for Baker Hughes to $63.00 from $58.00 while retaining a Buy rating, citing strengthened confidence in the company’s Industrial & Energy Technology (IET) segment after attending Baker Hughes’ 2026 Annual Meeting in Florence, Italy. The stock trades near its 52-week high and has returned roughly 30.09% over six …
TD Cowen has raised its price target on Colgate-Palmolive to $96 from $86 while maintaining a Buy recommendation. The firm cited a slight fourth-quarter earnings beat, 2026 guidance consistent with mid-single-digit EPS growth at the high end of the range, and resilient international execution as reasons for the upgrade. The new target implies modes…
Intesa Sanpaolo CEO Carlo Messina told analysts that the lender's leading position in Italy will remain firm even if rumored tie-ups among rivals progress. Speaking after the presentation of Intesa's strategy through 2029, Messina responded to media reports of renewed discussions between UniCredit and insurer Generali, saying the bank is not concer…
European natural gas benchmarks retreated sharply after forecasts showing milder weather eased fears about tight supplies. The Dutch TTF plunged over 11%, while U.S. gas futures for March delivery fell nearly 17%, reversing gains from last week that followed a major U.S. winter storm and firm demand in Europe and Asia.
BCA Research's MacroQuant quantitative asset-allocation and market-timing model recommends positioning for a softer U.S. dollar and increasing exposure to oil, copper and gold. The model remains modestly bearish on the greenback—pointing to negative price momentum, valuation pressure and unfavorable positioning—while turning decisively constructive…
Kremlin spokesman Dmitry Peskov said on Monday that Russia has for an extended period offered to process or store Iran’s enriched uranium, and that Moscow continues to engage with all interested parties in efforts to reduce tensions surrounding Iran’s nuclear materials and related diplomatic frictions.
Analyst firm Expro reported that Russian oil moving through Ukraine fell to 9.7 million metric tons in 2025, marking the lowest level in a decade. The drop occurred against a backdrop of recurring attacks on the Russian segment of the Druzhba export pipeline. Slovakia and Hungary remained primary recipients, while the Czech Republic stopped taking …
Jefferies raised its price target on ArcBest Corp to $110 from $95 while keeping a Buy rating, following fourth-quarter results that showed better-than-expected Asset-Based operating ratio performance. The company beat revenue estimates but missed on adjusted EPS, and Jefferies highlighted potential margin improvement into early 2026 and strong ear…
TD Cowen raised its price target on Palvella Therapeutics (NASDAQ:PVLA) to $190.00 from $133.00 and kept a Buy rating after a successful FDA Breakthrough Therapy Designation advice meeting for QTORIN rapa in congenital vascular malformations. Senior FDA division leadership and key opinion leaders expressed supportive views at the meeting, and Palve…
Two and a half weeks into earnings season, the S&P 500 has barely moved, recovering prior losses tied to geopolitical concerns instead of delivering the usual reporting-period advance. Deutsche Bank strategists led by Bankim Chadha highlight muted stock reactions to beats and misses even as aggregate sales and profit margins improved across the ind…
Wall Street projections that the global obesity-treatment market would climb to $150 billion or more within a decade are being revised downward. Rapid price declines in U.S. retail and direct-to-consumer channels, the launch of oral formulations and the prospect of generics have prompted analysts to lower peak-market estimates and push expected tim…
Kevin Warsh, nominated to lead the U.S. central bank, has argued for a substantial reduction in the Federal Reserve's multitrillion-dollar portfolio of Treasury and mortgage bonds. While he contends that a smaller footprint would correct distortions and allow proceeds to be used for lower rates benefiting households and small businesses, market par…
Over the past year, hedge fund allocations have moved away from North America as managers react to heightened policy uncertainty, trade tensions and a weakening U.S. dollar. Prime brokerage reports and industry commentary point to stronger flows into Asia and Europe in 2025, while demand for North America-focused strategies has moderated. Megacap s…
U.S. stock futures moved lower Monday after a dramatic drop in precious metals prompted exchanges to raise margin requirements, forcing leveraged positions to unwind. The selloff hit gold and silver miners, while energy names fell as oil prices dropped on comments suggesting de-escalation with Iran. Tech mega-cap weakness and a spike in volatility …
RBC Capital trimmed its 12-month price objective on Olin Corporation to $21 from $24 while retaining a Sector Perform rating, pointing to persistent softness across multiple business lines. The bank's analyst, Arun Viswanathan, attributed lower first-quarter EBITDA to weakness in chlorine-driven caustic production, Winchester destocking and cost in…
The Delaware Supreme Court substantially reduced the legal fees awarded to plaintiff lawyers in a suit alleging excessive director compensation at Tesla, ordering payment of $70.9 million instead of the $176.1 million previously granted. The court found the lower court erred by including the intrinsic value of returned stock options when measuring …
Shares of BYD fell to their lowest levels in about a year, spearheading a selloff across Chinese automakers after weaker-than-expected January deliveries and a shift in subsidy policy that reduces support for lower-priced vehicles. The moves have heightened investor concern that domestic demand could remain subdued, even as BYD pushes product upgra…
Boeing finalized a labor agreement with about 1,600 white-collar workers who were formerly employed by Spirit AeroSystems and were brought back into Boeing in December. The contract, approved by 85% of votes cast, runs through late 2030 and contains a $6,000 ratification bonus, annual wage increases, upgrades to medical and retirement plans, and si…
Goldman Sachs revised its European Conviction List in a February 2026 update, adding Schneider Electric, InterContinental Hotels Group, Hannover Re and CVC Capital Partners while removing EQT AB and Prysmian. The firm described the list as a set of its most differentiated buy recommendations rather than a constructed portfolio, and stressed that in…
Mizuho raised its 12-month price target for Brookfield Renewable Energy Partners (NYSE: BEP) to $31.00 from $30.00 while preserving a Neutral rating. The bank pointed to fourth-quarter funds from operations growth and robust development and M&A activity, but also highlighted concerns about negative free cash flow, liquidity metrics and nuclear proj…
