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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.
3i Infrastructure repaid its Revolving Credit Facility in full after receiving €1.1 billion from the sale of TCR on June 17. The transaction generated a gross annual internal rate of return of about 19% over the investment period. The company reported no drawings on its £900 million facility as of June 30, noted planned liquidity reductions from a …
Commvault (CVLT) has sold off from headline-driven moves while fundamentals point to durable SaaS revenue and healthy free cash flow. Market cap sits near $6.09B with free cash flow of $237M and an implied revenue run-rate around $1.18B. This trade targets a mid-term recovery to $175 backed by DPaaS tailwinds and improving analyst sentiment, with a…
Bitcoin recovered above the $60,000 threshold on Thursday, gaining about 3% as traders awaited U.S. nonfarm payrolls for clues on Federal Reserve policy. Despite the bounce, the cryptocurrency market remains under strain following a sustained selloff, persistent outflows from U.S. spot ETFs and waning institutional demand. Major altcoins also trade…
Nvidia announced a program enabling artificial intelligence startups to access computing resources through a revenue-sharing arrangement combined with credit support. Under the plan, AI cloud providers will market Nvidia-powered cloud services that produce both traditional product sales and a portion of cloud revenue for Nvidia. The company said th…
Centerra Gold remains a leveraged play on the direction of the gold price. The stock has upside if spot gold resumes a leg higher, but political and operational risks cap upside and can amplify downside. This trade recommends a measured long with defined entry, stop and target and a primary horizon of mid term (45 trading days).
South Korea's vice finance chief said Seoul is in active communication with Japan and other major partners on foreign exchange, warning that the won is substantially misaligned with economic fundamentals. Officials declined to detail any intervention plans but said measures are ready if illiquidity produces excessive swings as the dollar-won market…
DexCom has high-potential product catalysts (G7 15-day and OTC Stelo expansion) and a bold 2030 plan, but current valuation and mixed technicals leave a window for a tactical short. Enter around $68.86, target $58.00, stop $75.00; horizon mid term (45 trading days).
Shares of JL Mag Rare-Earth climbed sharply after the company issued a profit alert for the first half of 2026, driven by elevated rare-earth demand and supportive pricing. Management expects net profit attributable to shareholders of RMB 400 million to RMB 460 million, and flagged revenue growth led by new energy vehicles, auto parts and a near-do…
Super Micro said two employees at its Taiwan unit have been detained pending a court hearing and two others released on bail after questioning by Taiwanese prosecutors. The inquiries concern the alleged illegal export of high-end AI servers manufactured by Super Micro that contain Nvidia chips subject to U.S. export controls prohibiting shipment to…
The Taiwan Weighted index closed up 2.50% on Thursday, powered by advances in the Glass, Plastic and Electronic Parts/Components sectors. Several individual stocks posted double-digit percentage moves in both directions, while commodity and currency metrics showed modest declines and slight FX movements.
Abivax SA has announced that the underwriters for its recent offering have fully exercised their option to purchase an additional 960,000 American Depositary Shares (ADSs). This results in gross proceeds of approximately $920 million. The funds will primarily be used to support potential commercialization of its lead drug candidate, obefazimod, in …
OpenAI has suggested granting the U.S. government a 5% ownership stake as part of early discussions with the Trump administration, a move pitched by CEO Sam Altman as a mechanism to share the economic upside of artificial intelligence with the public. The proposal could extend to other U.S. AI firms, though their participation and the administratio…
Atlas Lithium (ATLX) is a speculative buy around $3.77 as the company’s hard-rock lithium assets in Minas Gerais - led by the Neves project - advance toward production. The balance sheet and valuation are mixed: market cap sits near $111M with enterprise value about $87M, but the company burns cash (free cash flow roughly -$32.5M) and reports negat…
Bio-Rad (BIO) is trading like a slow-growth diagnostic incumbent, but activist involvement from Elliott highlights a clear path to unlocking roughly half the company's market value tied up in an external stake. Fundamentals are mixed - solid free cash flow but compressed margins - while momentum and technicals support a measured long. This trade id…
Samsung Group unveiled detailed plans to invest 140 trillion won ($90 billion) in South Korea's central Chungcheong province for the manufacturing of display panels, batteries, semiconductor packaging and chip materials. The breakdown includes allocations to Samsung Display, Samsung Electronics, Samsung SDI and Samsung Electro-Mechanics, with timet…
U.S. air shipments of physical U.S. dollars to Iraq have resumed, two aides to Iraq's prime minister told the New York Times. The move comes after Washington halted a roughly $500 million cash transfer in April and suspended portions of its security cooperation with Baghdad. Those suspensions remain in effect, and U.S. government departments did no…
Fortescue Metals shares fell after reports that Chinese state procurement channels told mills not to accept certain lower-grade Fortescue shipments from mid-July. The move, combined with a tepid price-target revision from UBS and weakness across Australian miners, intensified selling pressure and highlighted risks to margins from iron ore price pre…
First American (FAF) trades at a modest multiple, yields roughly 3.2% and generates strong free cash flow. The mortgage market is muted, but the company’s title franchise, capital-light balance sheet and attractive valuation create an asymmetric risk-reward for a long position over the next 180 trading days.
Molecular Partners AG, a clinical-stage biotech company listed on NASDAQ and SIX, together with Orano Med, announced dosing of the first patients in the US Phase 1/2a clinical trial of MP0712, a DLL3-targeting Radio-DARPin therapeutic labeled with lead-212. Targeting DLL3, highly expressed in small cell lung cancer and neuroendocrine tumors, MP0712…
South Korea's benchmark KOSPI was temporarily suspended early Thursday after a sharp opening decline, led by large drops in major memory-chip makers. The index fell more than 6% to 7,769.16 points, activating a sell-side sidecar that paused trading for five minutes. The move is the latest in a series of volatility-driven interruptions tied to outsi…
AbbVie's agreement to acquire Apogee strengthens an already dominant commercial and R&D moat. The deal adds complementary assets and commercial channels that should improve revenue visibility and margin resilience. We recommend a measured long trade with clear entry, target, and stop points tailored to a 180-trading-day horizon.
Fortescue Metals Group shares declined after Chinese authorities verbally instructed some domestic steelmakers to refuse deliveries of specific lower-grade products from the Australian miner. The measures, which apply to portside cargoes and take effect from July 15, occur amid active supply negotiations between Fortescue and China Mineral Resource…
Unusual Machines (UMAC) is trading as a momentum play tied to the Pentagon's Drone Dominance push. With a market cap just above $1.1B, meaningful cash on the balance sheet and sharp headline-driven moves, this is a tactical long for traders willing to accept binary, contract-driven upside and outsized headline risk. Entry at $23.22, stop $18.50, ta…
Onity Group shows the mix many turnaround investors like: operating recovery in its services business paired with an active buyback that materially reduces float and downside. We upgrade to Buy, with a mid-term swing plan to capture the first leg of servicing normalization and the valuation rerating that should follow if buybacks continue.
Global equity gains cooled after a strong quarter as quarter-end rebalancing and concern about the sustainability of AI-driven demand weighed on markets. Asian equities led declines, with chipmakers under pressure. Attention has turned to the U.S. nonfarm payrolls report, released a day early because of the July 4 holiday, where economists expect a…
