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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.
KeyBanc Capital Markets reduced its price target for CommVault Systems to $108 from $152 while keeping an Overweight rating after the company reported mixed fiscal third-quarter results. CommVault beat EPS and revenue estimates, but normalized annual recurring revenue (NNARR) in constant currency missed expectations amid a shift toward software-as-…
KeyBanc Capital Markets has reaffirmed an Overweight rating and a $400 price target on UnitedHealth Group (UNH), arguing the shares are priced below their fundamental value despite investor concern over proposed Medicare Advantage rates for 2027. The company reported a stronger-than-expected medical loss ratio in the fourth quarter and offered 2026…
KeyBanc cut its 12-month price objective for Applied Industrial Technologies (AIT) to $300 from $310 but left an Overweight rating intact after the distributor reported mixed fiscal second-quarter results and offered weaker EBITDA margin guidance. The bank pointed to elevated LIFO expense and inconsistent December demand as drivers of the market re…
KeyBanc has increased its price target on HCA Healthcare to $550 from $500 and kept an Overweight rating following a stronger-than-expected fourth quarter that included a 2% EBITDA beat and potential upside from Medicaid Supplemental Directed Payments. HCA posted $15.49 billion in trailing twelve-month EBITDA and set 2026 guidance with a $16 billio…
The U.S. upstream mergers and acquisitions market recovered in the fourth quarter of 2025, with announced deal value totaling $23.5 billion and lifting full-year activity to $65 billion, driven by returning private equity buyers, greater use of securitized finance, and a surge in international acquisitions, Enverus reported.
The S&P 500 climbed past 7,000 points for the first time on Wednesday, propelled by strong investor appetite for AI-driven growth and expectations of robust Big Tech results alongside prospects for monetary easing. Technology stocks, which make up nearly half the index, have been central to the rally while markets also factor in potential Federal R…
Baird initiated coverage of Coinbase with a Neutral rating, describing the exchange as a solid growth franchise but warning that recent declines in trading volumes and lingering regulatory uncertainty limit upside. The firm highlighted Coinbase's revenue mix, growing subscription income and market share advantages, while setting a $240 price target…
Snap said Wednesday that its augmented reality glasses development effort will operate under a newly formed, wholly owned subsidiary named Specs Inc. The company said the new structure is designed to deliver "greater operational focus and alignment" as it readies Specs AR glasses for a planned 2026 launch. Snap also highlighted the subsidiary's rol…
IonQ is a high-volatility quantum name, but it’s also the one leaning hardest into vertical integration after its $1.8B SkyWater deal. Quantum Computing Inc. (QUBT) is the same “quantum” headline trade with far thinner fundamentals and extreme valuation optics (per widely-circulated commentary). This pair trade aims to stay invested in the theme wh…
Tether's CEO Paolo Ardoino told Reuters the company intends to hold roughly 10% to 15% of its investment portfolio in physical gold, adding to about 130 metric tons the firm already stores. The company has been buying gold since 2020, added 27 tons in the fourth quarter, and is purchasing about two tons per week, while continuing to invest USDT res…
Latvia's state-majority airline is engaging advisers to assess the sale of a minority stake after plans for a public listing were pushed back. The government has directed the carrier to evaluate private funding alternatives alongside a delayed IPO, while signaling intent to keep majority influence, the airline's headquarters in Riga and its regiona…
Tether's chief executive said the crypto group plans to hold about 10% to 15% of its investment portfolio in physical gold, complementing roughly 10% in bitcoin. The company says it now holds about 130 metric tons of bullion after adding 27 tons in the fourth quarter, has been buying roughly two tons per week, and uses profits and reserves to acqui…
Keefe, Bruyette & Woods (KBW) raised its price objective for Popular, Inc. (NASDAQ: BPOP) to $155 from $146 and maintained an Outperform rating, highlighting stable asset quality and continued profitability gains tied to the bank's transformational priorities. Popular reported a strong fourth-quarter EPS beat, though revenue narrowly missed expecta…
PicPay, one of Brazil's largest digital banks, is set to price its U.S. initial public offering at the top of its $16 to $19 per share range, according to a source familiar with the transaction. Demand for the offering has reportedly surpassed $4.5 billion, about ten times the capital the company expects to raise, which would place the firm's marke…
Keefe, Bruyette & Woods raised its 12-month price target for German American Bancorp Inc. (GABC) to $46 from $45 while retaining a Market Perform rating. The revision follows a robust fourth-quarter 2025 showing in which operating earnings beat expectations, driven by stronger pre-provision net revenue. The bank reported modest margin expansion, so…
Authorities in multiple Asian jurisdictions have implemented heightened airport screening and other public health measures following confirmation of two Nipah virus infections in eastern India. The cases, reported in late December in West Bengal and involving two health workers, have prompted temperature checks, designated aircraft parking and step…
The Federal Reserve is widely anticipated to hold its policy rate steady on Wednesday after three consecutive 25-basis point reductions. Recent data on inflation and jobs offer mixed signals, and market participants will be closely monitoring Fed Chair Jerome Powell's press conference for comments on a Department of Justice investigation and the in…
Hughes Beuzelin, founder and CEO of BDL Capital Management, told an audience in Milan that heavy-handed regulation and market structure trends are undermining European stock markets. He said the rise of passive, index-tracking funds - which tend to follow U.S. and global indexes - is diverting European savings into U.S. companies, while a shortage …
Shares of 5E Advanced Materials Inc. (NASDAQ:FEAM) dropped sharply in premarket trading following the company's filing for a public offering of up to $30 million of common stock. The filing assumes a $3.44 per-share offering price, corresponding to the last reported Nasdaq sale, but the final price will be set with placement agent Konik Capital Par…
Bank of America upgraded Texas Instruments to Neutral from Underperform and Microchip Technology to Buy from Neutral, citing early indicators of an industrial recovery and rising demand from data centers, aerospace and autos. The broker raised price targets and lifted 2026-27 earnings estimates for both companies, highlighting improving backlogs, o…
CoStar Group's stock gained 2.7% after the company issued a formal rebuttal to a critical letter from activist investor Third Point LLC. CoStar defended its continued investment in Homes.com, highlighted strong subscriber growth, and laid out governance changes and capital reallocation measures, including a planned reduction in net Homes.com invest…
Truist Financial Corp Chief Financial Officer Michael Baron Maguire sold 13,000 shares on January 26, 2026, generating $651,664 from transactions priced between $50.100 and $50.145. The bank's shares trade close to a 52-week high while recent quarterly results missed consensus and the company issued $1.25 billion in senior notes maturing in 2032.
Greenland's prime minister told an audience in Paris that the territory will resist foreign pressure, emphasizing the need to address local fears while boosting Arctic surveillance. Denmark's prime minister joined him in calling for closer U.S.-European cooperation on security as both leaders pursue support from European allies following talks in B…
Bernstein SocGen lowered its 12-month price target for UnitedHealth Group (UNH) to $405 from $444 but left its Outperform recommendation unchanged. The analyst house made modest cuts to EPS forecasts across the mid-to-late decade and flagged investor worries about the long-term Medicare Advantage funding outlook as the driver of a roughly 9% target…
American Airlines reported adjusted diluted EPS of $0.16 for the fourth quarter of 2025, missing multiple analyst forecasts and seeing revenue and unit metrics pressured by a government shutdown that the company said reduced top-line revenue by $325 million. While premium product revenue outperformed main cabin results and management provided upbea…
