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.
European Union foreign policy chief Kaja Kallas told delegates at the European Defence Agency's annual conference that Europe has ceased to be the primary centre of gravity for Washington. She described the change as structural rather than temporary, called for NATO to become more European to retain its strength, and warned of a growing risk that g…
Morgan Stanley lowered its 12-month price target for Qorvo Inc. to $84 from $110 while keeping an Equalweight rating. The adjustment reflects growing pressure in Qorvo’s mobile business - notably share losses tied to upcoming iPhone models and a faster-than-expected withdrawal from low-tier Android devices - despite a better-than-expected third qua…
Kepler Cheuvreux cut its price objective for LVMH to €680 from €690 while retaining a Buy recommendation. The firm reduced its adjusted EPS forecasts by about 4% on average for 2026-2028, attributing the move to higher taxes, rising financial costs, and stronger foreign exchange headwinds. LVMH delivered results Kepler described as reassuring for 2…
Marston’s PLC reported a strong festive period with like-for-like sales rising 4.0%, highlighted by a 5.6% increase across five key holiday dates. For the 17 weeks to January 24 the group said sales tracked in line with last year and outperformed the total market. Management pointed to an accelerating roll-out of new pub formats and margin improvem…
Boeing projects that carriers in India and South Asia will introduce 3,290 commercial jets into their fleets across the next two decades, up from a previous 20-year outlook of 2,835. The planemaker expects most of the demand to come for single-aisle aircraft as economic growth, a growing middle class and a wave of first-time flyers push up travel. …
European equities paused after two consecutive sessions of gains as company earnings and management comments drove stock-specific moves. The STOXX 600 was flat as of 0804 GMT, with technology stocks advancing and ASML reaching a record share price on strong fourth-quarter bookings tied to AI demand. Volvo outperformed after a smaller-than-feared pr…
Franchise Brands PLC has put in place a share buyback program of up to £10 million in its latest trading update. The company said full-year adjusted EBITDA is expected to be in line with market expectations, underpinned by record system sales in 2025 which rose 2%. Management flagged persistent macroeconomic uncertainty in 2025 across several marke…
ICL Group Ltd has signed a binding agreement under which the State of Israel will pay $2,540 million for the transfer of ownership and possession of specified concession assets. The company said the agreement, which follows a memorandum of understanding from November 2025, will remove significant uncertainty and risks connected to the expected term…
KeyBanc Capital Markets upgraded Nextpower (NASDAQ:NXT) from Sector Weight to Overweight and set a $142.00 price objective, implying roughly 34% upside from the current $105.91 share price. The firm highlighted expanding exposure to higher-value, less commoditized solar balance-of-system products, healthy margins, a debt-free balance sheet and grow…
Jefferies downgraded BJ’s Wholesale (BJ) from Buy to Hold and cut its price target to $90 from $120, pointing to increased execution and margin risk as the company expands into more competitive markets. The firm forecasts lower comparable-sales growth through 2028 and says the outlook will constrain multiple expansion. Other analysts show mixed rea…
JPMorgan raised its price target for Nextpower (NASDAQ:NXT) to $125 from $110 and maintained an Overweight rating after the company reported fiscal third-quarter results that outpaced expectations. The solar equipment maker delivered an EPS beat and stronger-than-forecast revenue, recorded robust bookings and backlog, and announced a $500 million s…
TD Cowen raised its target on General Motors to $122 from $110 and kept a Buy rating after the automaker’s robust fourth-quarter showing. The firm highlighted upside to 2026 guidance, a pathway to about $16 billion in EBIT next year and strengthening software revenue as reasons for the move. GM’s recent earnings topped EPS expectations but missed r…
TD Cowen has upgraded Bank of Montreal (BMO) from Hold to Buy and increased its price objective to C$209 from C$184. The move rests on the brokerage's favorable read of BMO's target to reach a 15% return on equity by the end of 2027 and a forecasted 300 basis-point rise in ROE over the next two years, supported by U.S. margin expansion, loan growth…
Leonardo DRS has landed a subcontract to supply infrared mission payloads for the Space Development Agency's Proliferated Warfighter Space Architecture Tracking Layer Tranche 3 program. BTIG analyst Andre Madrid has reaffirmed a Buy rating with a $50.00 price target. The award ties into a larger roughly $3.5 billion prime award package for 72 satel…
European equities nudged lower as traders absorbed a heavy slate of corporate earnings and held back ahead of the U.S. Federal Reserve's interest rate decision. Technology and AI optimism supported U.S. benchmarks overnight, while European macro releases and company reports from ASML to LVMH shaped regional sentiment. Energy markets tracked supply …
UBS bumped its target on Alkermes to $47 from $46 and kept a Buy rating after updating a pro-forma model that incorporates Alkermes' pending acquisition of Avadel Pharmaceuticals. The bank highlights potential EBITDA upside and strategic benefits to Alkermes' Sleep franchise, along with upcoming clinical readouts and a recent FDA Breakthrough Thera…
ASML Holding NV will reduce its global workforce by roughly 1,700 positions, primarily in the Netherlands, as it restructures its Technology and IT & Data units. The reorganization shifts engineers out of a matrix project structure into product- and module-focused teams, removes some leadership roles, and creates new engineering posts for ongoing p…
Greencoat UK Wind reported a fourth-quarter net asset value (NAV) of 136.1 pence per share, down 3.3% from 140.7 pence in the prior quarter. The NAV decline was driven mainly by reductions in power price forecasts, with half the impact coming from short-dated futures and the balance from long-dated assumptions tied to lower gas prices. Positive cas…
Ecora Royalties Plc reported a fourth quarter that surpassed analyst and market forecasts, driven largely by the base metals division. Net debt fell materially through the quarter and the company reiterated guidance for 2026 in line with market expectations. Strategic progress toward critical minerals continues as the company prepares for the end o…
British Land has tabled a £150 million bid for Life Science REIT that values the company at 42.8 pence per share. The offer, which mixes cash and new British Land shares, has been recommended by the LABS board and already has irrevocable acceptances covering 31.1% of shareholders. The portfolio under review includes a delayed Oxford development and…
NewRiver REIT reported a strong operational quarter with occupancy rising to 96.1%, high tenant retention and significant leasing activity. Grocery sales grew while several retail categories expanded, and the company's Snozone unit returned to profit. A series of disposals and an agreement for a large leisure letting at Cardiff's Capitol Centre wer…
PPHE Hotel Group said its strong fourth quarter performance lifted quarterly room revenue and RevPAR, while the company expects its reported 2025 total revenue and EBITDA to be in line with market forecasts. Full-year room revenue is forecast at £330.4 million, with annual RevPAR of 3.4.
Seritage Growth Properties (SRG) trades like a liquidation vehicle with heavy short interest and thin liquidity. With the market focusing on past control/valuation headlines, incremental positives like term-loan debt reduction after the Aventura sale can matter disproportionately. Technically SRG is sitting below key moving averages with RSI in the…
The euro has climbed to just over $1.20 versus the U.S. dollar, reaching its highest level since 2021 and capping a significant rally. The move reflects a combination of weaker dollar sentiment, geopolitical and policy frictions involving the United States, and European efforts to shore up long-term growth and security. The appreciation has implica…
MercadoLibre has pushed back toward the top of its 52-week range as momentum turns bullish, yet the stock still screens reasonably priced for a business with entrenched e-commerce scale and a fast-growing fintech ecosystem. With strong technicals, manageable short interest, and valuation metrics that aren’t stretched relative to quality, MELI offer…
