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.
TD Cowen increased its price objective for Northern Trust (NTRS) to $175 from $165 while keeping a Buy rating, pointing to better-than-expected fourth-quarter 2025 core earnings, improving fee business momentum and disciplined expense management. The bank is trading near $148.98 and is judged fairly valued by InvestingPro Fair Value estimates, thou…
BMO Capital raised its price target on Novo Nordisk to $57.00 from $47.00 while keeping a Market Perform rating, citing flat U.S. prescriptions for Wegovy in Q4 2025 versus Q3 and anticipated pricing erosion. The firm trimmed its 2025 Wegovy sales estimate and expects U.S. net sales pressure in 2026 to be partially offset by growth outside the Unit…
Wolfe Research now sees a delayed recovery for U.S. self-storage REITs, forecasting flat sector earnings in 2026 and only modest growth of about 3% to 4% in 2027. The firm lowered ratings on Public Storage and CubeSmart, upgraded National Storage Affiliates, and removed all Outperform ratings for the sector, citing rich valuations and slower-than-e…
About 31,000 registered nurses and allied healthcare workers represented by the United Nurses Associations of California/Union of Health Care Professionals (UNAC/UHCP) are staging an open-ended strike at Kaiser Permanente locations across California and Hawaii beginning Monday at 7 a.m. PT (1500 GMT). The union says management undermined negotiatio…
TD Cowen raised its price target for Valvoline (VVV) to $38.00 from $37.00 while keeping a Buy rating, pointing to stronger investor sentiment and the prospect that fiscal 2026 could mark the start of a beat-and-raise cycle. The firm expects comparable-store sales and earnings-per-share performance to outpace consensus, and other brokerages have al…
TD Cowen has reiterated a Buy rating on ExxonMobil with a $135.00 price target, keeping the company at the top of its list among international oil majors. The target sits essentially level with ExxonMobil’s current trading price and near its 52-week high. The firm highlighted the company’s solid balance sheet, long-standing dividend record and grow…
DA Davidson moved CoreWeave (CRWV) from Neutral to Buy and increased its price target to $110 from $68, pointing to stronger compute demand and an increased likelihood of de-risking events in 2026. The firm highlights substantial upside relative to downside baked into the stock, but notes valuation multiples and ongoing unprofitability as important…
TD Cowen maintained its Buy rating and $95 price target for Customers Bancorp (CUBI) after an 8% decline in the stock following the bank's fourth-quarter 2025 results. The firm characterizes the pullback as overdone, highlighting an EPS beat, robust revenue growth and progress on deposit remixing, while noting the bank's 2026 guidance appears cauti…
The U.S. Treasury Department announced it has terminated all 31 contracts it held with Booz Allen Hamilton, valued at $21 million, accusing the firm of failing to protect sensitive information including taxpayer data accessed through work for the Internal Revenue Service. The move follows the conviction and 2024 sentencing of former contractor Char…
Morocco's stock market closed lower on Monday, with the Moroccan All Shares index sliding 1.39% to a fresh one-month low. Sector declines in Utilities, Banking and Mining drove the market down; several companies registered double-digit directional moves during the session. Commodities and currency markets showed mixed moves, while the US Dollar Ind…
Bernstein has reaffirmed an Underperform rating and a $85 price target on Deckers Outdoor ahead of the retailer's fiscal third-quarter earnings report scheduled for January 29. The firm points to slowing growth and weakening brand momentum for Hoka and Ugg, and its forecasts assume margin pressure not fully captured in consensus estimates. Other br…
Bernstein has reaffirmed an Outperform rating and an $84.00 price target on Hershey Co., underscoring cocoa input cost uncertainty as the primary variable for near-term profitability. The firm models higher cocoa prices through 2025 and, after accounting for volume losses tied to aggressive price increases in 2025, arrives at more conservative 2026…
Bernstein SocGen Group retained an Outperform rating and an $84.00 price target for Mondelez International (MDLZ), implying roughly 43% upside from the current share price of $58.66. The firm’s note examines the company’s cocoa cost exposure relative to peers, the role of cocoa butter inflation in 2024, and management’s likely approach to any futur…
Bernstein reduced its price target for Grab Holdings Inc. to $5.80 from $6.60 while retaining an Outperform rating, reflecting expected margin pressure as the Southeast Asian technology group invests to broaden its total addressable market. The firm trimmed calendar year 2025-2026 net income forecasts by 2-5.6% to account for the near-term effect o…
Raymond James analysts say geopolitical risk is still high despite a temporary calming of the Greenland dispute. In a Monday note, the firm highlights five themes likely to influence markets: the Greenland episode, Iran-related military buildup, Japan's surprise snap election and resulting government-debt moves, new U.S. seabed-mining policy and a …
Shopify has been hit hard recently, but the bear case is starting to lose force as the company’s balance sheet stays clean, cash generation remains meaningful, and AI-led commerce tooling becomes a practical driver instead of a buzzword. With RSI near washed-out levels and price well below key moving averages, this is a rebound trade idea, not a va…
Bernstein SocGen Group reaffirmed an Outperform rating and a $100 price target on Starbucks (SBUX) ahead of the company’s investor day, forecasting a sequential acceleration to 3.3% same-store sales growth in fiscal first quarter 2026 versus a consensus 1.8% estimate. While the firm views the company’s strategy as sound and early indicators as supp…
Stifel raised its SLB price target to $56 from $52 and kept a Buy rating after the oilfield services company reported stronger-than-expected fourth-quarter 2025 results. Management’s comment that "the worst is likely behind us" aligns with Stifel’s view that the downward estimate revision cycle is ending, with growth anticipated in the second half …
Piper Sandler raised its price target on 1st Source (SRCE) to $83 from $80 and kept an Overweight rating, citing a better-than-expected fourth quarter driven by stronger net interest income and margin expansion. The firm increased EPS forecasts for 2026 and 2027 and highlighted solid balance sheet metrics, while other banks also adjusted targets fo…
Bernstein SocGen Group has reiterated an Outperform rating on ASML and set a $1,642 price objective ahead of the company's earnings scheduled for Wednesday, January 28. The firm points to import data and elevated expectations for bookings as evidence the quarter may beat consensus revenue estimates, while several other brokerages have recently adju…
Jones Trading upgraded Orion Office REIT Inc (ONL) from Hold to Buy and established a $3.00 price target following the REIT's initiation of a strategic options review and a cooperation agreement with its largest shareholder, The Kawa Fund Limited. The analyst house estimates a fourth-quarter 2025 NAV of $5.04 per share and cites near-term balance s…
Shares of InMode Ltd. climbed Monday after reports that the company is in advanced negotiations to be acquired by a foreign investment fund for roughly $1.1 billion. The reported price would represent a notable premium to the company's current market value and, if completed, would take the firm private and lead to delisting.
Google has reached a proposed $68 million settlement in a class action that accused its Google Assistant of improperly recording and sharing private conversations after misinterpreting wake words. The agreement, filed in federal court in San Jose, awaits approval by U.S. District Judge Beth Labson Freeman and applies to people who bought Google dev…
BlackRock TCP Capital reported a preliminary fourth-quarter 2025 net asset value (NAV) per share of $7.05 to $7.09, a drop from $8.71 at the end of the prior quarter. The company attributed the roughly 19% decline to issuer-specific developments concentrated in six portfolio companies. Non-accrual debt, leverage and a modest adviser fee waiver were…
Chancellor Friedrich Merz’s large-scale fiscal programme has raised hopes of a return to growth in Germany after two years of near stagnation. Economists expect a marked improvement in 2026 as spending measures gather force, but many of the structural reforms seen as necessary for a durable recovery have not been enacted. Slow federal decision-maki…
