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.
Cheniere Energy (LNG) sits at the intersection of global LNG demand and rising electricity load growth tied to data centers and AI. The stock is pushing higher with bullish MACD and a mid-60s RSI, and the fundamentals screen well: about $45.0B market cap, ~11.4x P/E, EV/EBITDA ~7.9x, and $2.22B of free cash flow. This trade idea looks to ride a con…
The Japanese yen slid about 1% against the U.S. dollar after Treasury Secretary Scott Bessent said the United States is "absolutely not" intervening in the dollar-yen rate. Speaking on CNBC, Bessent reaffirmed the administration's commitment to a traditionally strong dollar and linked currency strength to sound economic policy and a narrowing U.S. …
Tilray has already absorbed the hype cycle, the dilution fears, and the post-rally hangover. With a sub-$1B market cap, price-to-book around 0.62, manageable leverage, and multiple near-term catalysts tied to medical expansion and U.S. policy momentum, TLRY is shaping into a defined risk/reward long trade. The plan is to buy near current levels, le…
Tigress Financial Partners raised its price target on Intel to $66 and maintained a Buy rating, pointing to AI data center momentum, execution on 18A manufacturing, and potential AI-driven PC refresh cycles as catalysts. The firm described these developments as part of an "increasingly compelling multi-year upside story." Market data show Intel's s…
TD Cowen lowered its price objective for Qorvo Inc. (QRVO) to $80 from $95 and kept a Hold rating after the semiconductor supplier posted a stronger-than-expected December 2026 quarter but issued cautious guidance for fiscal 2027. The firm flagged declines in the Android RF business and revised expectations for Apple-related sales, even as Qorvo's …
TD Cowen raised its price target for Texas Instruments to $240 from $225, keeping a Buy rating after the company's first-quarter 2026 guidance beat expectations. The firm pointed to an implied gross margin near 57% and improving bookings and backlog, while projecting more than $9 in free cash flow per share by 2027. Several other brokerages also ra…
TD Cowen trimmed its price objective for Roper Industries to $550 from $625 but retained a Buy stance, citing valuation concerns after volatile trading around a mixed quarterly report. The stock has plunged from its 52-week high and faces downgrades and reduced targets from several other firms following results that beat EPS expectations but missed…
TD Cowen increased its price target for United Parcel Service to $115 from $101 and kept a Hold rating, pointing to better margin dynamics and network performance that offset expected softness in the first half of fiscal 2026. The firm adjusted its 2026 EPS estimate to $7.15, introduced a 2027 EPS view of $7.95, and lifted its valuation multiple as…
RAC, the UK breakdown cover and car insurance provider, is understood to be preparing to appoint lead banks for a potential London initial public offering that could value the firm at about £5 billion. Sources say Goldman Sachs, Bank of America and Barclays are in line to be chosen, with Lazard serving as financial adviser and deliberations still o…
Treasury Secretary Scott Bessent said more than 500,000 families have enrolled in the administration’s newly created investment accounts for children, and that additional private donations beyond an early $6.25 billion gift from Michael and Susan Dell will be announced. The accounts are funded with a $1,000 federal deposit for children born between…
Williams Gregg, a ten percent owner of Vivani Medical, acquired 1,351,351 shares at $1.48 apiece on January 27, 2026, in a private placement worth $1,999,999. The purchase coincided with a registered direct offering and follows an earlier at-market offering. Despite the insider buying, third-party data show financial strain at the company and analy…
The Moroccan All Shares index finished the session higher, rising 1.87% at the close in Casablanca. Gains were concentrated in the Banking, Beverage and Transport sectors, with Stokvis Nord Afrique, Ste de Travaux de Realisation d’Ouvrages et de Constuction Industielle SA and Residences Dar Saada among the session leaders. Market breadth favored ad…
A senior UBS currency trader warned that a material uptick in hedging demand for U.S. dollar assets could test banks' structural capacity to provide hedges. With the dollar down markedly from last year and continued policy uncertainty, investors seeking protection may require banks to free balance-sheet resources quickly, potentially forcing dealer…
Harley-Davidson shares are hovering near 52-week lows around $20 despite single-digit valuation multiples, a 3.6% dividend yield, and meaningful free cash flow. Meanwhile, short interest remains elevated with roughly 5.7 days-to-cover, creating a market structure where any incremental catalyst can force repositioning. This trade idea outlines a mid…
The Bank of Canada left its key policy rate unchanged at 2.25% and highlighted elevated uncertainty that complicates predictions about the timing and direction of future rate changes. Officials signalled comfort with the current stance while acknowledging a broad set of potential economic outcomes, and market commentators stressed the role of trade…
Alphabet unit Google will pay $135 million to resolve a proposed class action brought by smartphone users who alleged Android was programmed to transfer cellular data without users' consent. The settlement, filed in federal court in San Jose, California, is subject to judicial approval and includes changes to how data transfers are authorized and d…
RBC Capital raised its price target on F5 Networks to $345 from $325 and kept an Outperform rating after the company posted stronger-than-expected first-quarter fiscal 2026 results and raised guidance. RBC cited minimal impact from an October 2025 security incident, momentum in hybrid multi-cloud and refresh cycles, and accelerating enterprise AI a…
Guggenheim increased its price objective for Sysco to $91 from $89 and kept a Buy rating after a sharp share rally and management guidance around top- and bottom-line improvements. The firm’s valuation relies on an 11.0x EBITDA multiple on 2027 results and assumes an 11% total shareholder return including dividends. Other major brokerages also nudg…
RBC Capital cut its price target for CommVault Systems (CVLT) to $100 from $167 while retaining a Sector Perform rating, citing a mixed quarter and broader valuation pressures. The company reported an ARR shortfall and continues to trade under recent highs, though it maintains strong gross margins and positive earnings. Multiple sell-side firms hav…
RBC Capital has increased its price target on Northrop Grumman to $750 from $715 and kept an Outperform rating after the defense contractor posted better-than-expected fourth-quarter 2025 results. The company reported adjusted Q4 EPS of $7.23 and revenue of $11.7 billion, and RBC flagged potential upside to 2026 revenue from programs such as the B-…
RBC Capital raised its price target on General Motors to $107 from $92 and kept an Outperform rating, citing a mix of headwinds and offsets for 2026 including commodity and onshoring pressures balanced by regulatory benefits, warranty gains, narrowing EV losses and potential tariff relief from USMCA negotiations. GM beat Q4 2025 EPS expectations wh…
The U.S. upstream mergers and acquisitions market recovered in the fourth quarter of 2025, recording $23.5 billion in announced transactions and lifting total annual activity to $65 billion, according to analytics firm Enverus. The quarter's rebound was fueled by a mix of refunded private equity groups, increased use of asset-backed securitization,…
Applied Digital is trading like a levered AI data-center proxy, but Nvidia’s $2B investment into CoreWeave changes the risk calculus in a way the tape is still digesting. With APLD at fresh 52-week highs and momentum still bullish, the trade is to buy the pullback with defined risk, aiming for a continuation move while respecting that valuation and…
Wells Fargo began coverage of HeartFlow with an Overweight rating, citing a structural shift toward coronary CT angiography (CCTA) that should lift demand for the company’s CT-based blood-flow and plaque analysis tools. The bank projects significant volume growth in CCTA and forecasts HeartFlow revenue rising more than 20% annually over the next th…
The Bank of Canada left its policy rate unchanged at 2.25%, citing a fragile outlook shaped by shifting trade dynamics and US protectionist measures. Officials noted domestic demand is showing signs of recovery, inflation remains near target, but heightened trade and geopolitical risks are weighing on growth and labour-market dynamics.
