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.
Bank of America identifies a cluster of compute-oriented semiconductor firms whose valuations, the bank says, remain materially below historical norms even as AI-related investment accelerates. BofA highlights Nvidia, Broadcom, AMD and Credo as preferred compute plays, pointing to strong forecasted sales and earnings growth from 2025-2027 and a com…
Stocks across market-cap segments moved unevenly on Monday. Mega-cap semiconductor names Intel and AMD posted declines, while Cisco and Oracle were among the notable gainers. Activity extended beyond the largest names, with biotech, mining, cloud compute, and SPAC-related listings recording some of the largest percentage changes.
The European Commission has formally designated Meta Platforms' WhatsApp as a very large online platform under the EU Digital Services Act after user figures showed WhatsApp channels averaged 51.7 million monthly active users in the EU for the first half of 2025. The designation triggers heightened obligations to address illegal and harmful content…
Iridex Corp CFO Romeo R. Dizon purchased 1,243 shares on January 26, 2026, investing $1,889 at $1.52 per share and bringing his direct holdings to 106,904 shares. The company also released preliminary unaudited fourth-quarter revenue guidance showing 15-17% growth and reported a positive cash flow result for the period, while flagging a prior third…
Micron Technology's stock dipped after reports that Samsung Electronics is close to obtaining Nvidia certification for its HBM4 high-bandwidth memory. Samsung has supplied initial HBM4 samples, is in the final qualification stage and aims for mass production in February, with shipments to follow. The move could reshape competition among memory supp…
Turkey's BIST 100 index finished higher on Monday, climbing 1.42% to reach a new all-time high. Strength in Technology, Basic Metals and Tourism sectors powered the advance, with Enerya Enerji, Mia Teknoloji and Aselsan among the session's top performers. Market breadth favored advancing issues, while selected names in healthcare and retail posted …
BMO Capital has raised its price target for Gilead Sciences to $150 from $135 and kept an Outperform rating, pointing to robust HIV franchise momentum led by Yeztugo, expanding payer coverage and broader PrEP strength. The firm also flagged pipeline and corporate flexibility as supportive factors amid positive clinical data and corroborating analys…
TD Cowen trimmed its 12-month price target on First Citizens BancShares (FCNCA) to $2,500 from $2,600 while keeping a Buy rating, after the bank reported fourth-quarter 2025 results that beat on core EPS but showed softer pre-tax pre-provision income and cautious guidance for 2026. Market reaction included a notable share decline and analyst revisi…
Argus kept its BUY rating on Capital One Financial Corp. after the company's fourth-quarter results, pointing to loan growth and improved net interest margins even as elevated credit loss provisions drove earnings below expectations. The firm views the recent share weakness - amplified by social media commentary on potential interest-rate caps - as…
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…
