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.
HSBC is urging clients to stay positioned for further gains in risk assets, remaining overweight equities, high-yield credit, emerging-market debt and gold, while underweighting developed-market sovereigns, investment-grade credit and oil. The bank says geopolitics is secondary to U.S. rates, rates volatility and near-term growth expectations, and …
Piper Sandler increased its 12-month price objective for South Plains Financial Inc. (SPFI) to $45.00 from $41.00 while keeping a Neutral rating. The firm highlighted accelerated revenue growth, a strong fourth-quarter 2025 performance and improving loan dynamics as drivers of the revision. South Plains reported fourth-quarter EPS above estimates b…
REGENXBIO (RGNX) is a clinical-stage gene therapy name with a clear event-window setup: a key FDA decision on its Hunter syndrome program is approaching, and the stock is coiling below near-term technical levels. With a ~$701M market cap, negative EPS (-$3.51), and meaningful short interest (about 5.0M shares; ~7.3 days to cover), price action can …
Cantor Fitzgerald began coverage of Coinbase Global Inc. (COIN) with an Overweight rating and a $277 price target, positioning the company as a regulated conduit between decentralized and traditional finance. The firm expects growth in subscription and services revenue to improve operating leverage, while acknowledging revenue volatility from tradi…
Goldman Sachs raised its price target on Expedia to $325 from $295 and kept a Buy rating after the company reported a robust third-quarter travel rebound. The firm pointed to accelerating U.S. demand, strong growth across EMEA and Asia, longer stays and wider booking windows. Expedia also raised its full-year guidance and has reported strong margin…
Piper Sandler reviewed the Centers for Medicare & Medicaid Services CY27 Medicare Advantage Advance Notice and found the projected Effective Growth Rate and associated revenue change to be below its prior estimates. The notice points to several headwinds, including risk-model revisions and proposed risk-adjustment reforms, while the firm recommends…
Rosenblatt reduced its price objective on The Trade Desk to $53 from $64 following the unexpected exit of CFO Alexander Kayyal, while retaining a Buy rating. The adjustment reflects a lower valuation multiple driven by personnel volatility, even as the company reaffirmed fourth-quarter 2025 revenue and adjusted EBITDA guidance and named an interim …
Benchmark Capital raised its price target for USA Rare Earth Inc (NASDAQ: USAR) to $45.00 from $15.00 while keeping a Buy rating, driven by an updated production outlook that doubles magnet-making capacity to 10,000 metric tons annually and the inclusion of additional upstream and midstream revenue streams plus third-party processing in its valuati…
Goldman Sachs trimmed its 12-month price objective for Booking Holdings (BKNG) to $5,920 from $6,050 while retaining a Neutral rating. The travel platform reported third-quarter results that outpaced projections on gross bookings, room nights and revenue, supported by growth in alternative accommodations, an extended booking window and accelerating…
Cantor Fitzgerald has begun coverage of Robinhood Markets (HOOD) with an Overweight rating and a $130 price target. The firm pointed to strong recent revenue expansion, a young customer base and long-term opportunities in asset tokenization, while noting valuation metrics and volatility that investors should weigh.
Keefe, Bruyette & Woods increased its price objective for Eagle Bancorp (EGBN) to $25.00 from $18.00 while leaving its rating on the shares unchanged. The firm cited the bank's recent return to profitability and improvements across credit metrics, even as absolute levels of problem credits remain elevated. At the same time, KBW reduced its EPS fore…
Keefe, Bruyette & Woods cut its price target on D.R. Horton to $163 from $168 while keeping a Market Perform rating following the homebuilder’s first-quarter results. The quarter showed modest order growth but weaker closings, a decline in trailing-year revenue, and margins that management expects will remain under pressure in the near term. Analys…
Futures tied to Canada’s primary stock index moved modestly higher as gains in gold and silver helped offset other headwinds. Investors are positioning ahead of Federal Reserve and Bank of Canada policy meetings, with U.S. futures trading mixed and commodities - notably gold and crude - showing notable strength amid trade tensions and severe winter…
Hedge fund Third Point, led by Daniel Loeb, is preparing its first activist campaign in three years targeting CoStar Group. The fund plans to nominate multiple directors to the company’s eight-member board, press for cost cuts including reductions in the CEO’s pay, and push CoStar to divest or shutter its residential business. The move follows the …
Energy Transfer is quietly tightening its operating narrative around long-life, contracted natural gas capacity, and the market is starting to pay attention. With ET back near $18, a 52-week range of $14.60-$21.16, and bullish technical momentum, the trade setup is attractive if you respect the overbought signals. This is a mid-term (45 trading day…
CoStar Group shares jumped after billionaire investor Daniel Loeb’s hedge fund, Third Point, signaled plans for an activist campaign at the real estate data company. The fund intends to nominate multiple directors to CoStar's eight-person board and push management to concentrate on commercial real estate while divesting or shutting down recently ex…
Ubiquiti Inc. shares fell 8% after an independent investigation by Hunterbrook alleged that the company’s radio bridge antennae are being employed by Russian military forces in Ukraine. The report claims Ubiquiti equipment fills a critical communications role for Russian operations, including drone use, and points to increased shipments to Russia d…
Piper Sandler has maintained an Overweight rating and a $420 price target on Stryker, positioning the stock for roughly 18% upside from its current level as the company prepares to report fourth-quarter results. The firm cites a newly previewed handheld orthopedic robot - identified as Mako RPS after patent review and physician feedback - as a pote…
Mattel revealed a new collection of toys inspired by the global streaming phenomenon 'KPop Demon Hunters', with product rollouts beginning this summer and additional items arriving later in the year. The move is part of Mattel's broader strategy to leverage entertainment properties and expand merchandise offerings even after failing to capitalize f…
Intel has sprinted off its 2025 lows and is now pulling back from a fresh 52-week high near $54.60. The tape looks like a classic digestion phase: RSI is neutral (~47.8), price is sitting near the 20-day average, and MACD is still barely positive. My trade idea is to go long on this reset, looking for a move back toward the mid-to-upper $50s as 202…
Piper Sandler increased its price target on Ulta Beauty to $775 from $615 and kept an Overweight rating after factoring in the company’s recent acquisition of Space NK and signs of steady underlying demand. The research firm highlighted limited brand overlap between Ulta and Space NK and updated its model to fold the new asset into Ulta’s longer-te…
Piper Sandler raised its price target on Byline Bancorp (NYSE:BY) to $37.00 from $35.00 and retained an Overweight rating following stronger-than-expected fourth-quarter results. The firm pointed to net interest margin expansion, higher core fee income and an improving capital position as reasons for boosting earnings estimates and valuation assump…
Intellia Therapeutics saw its stock rise sharply after the FDA lifted a clinical hold on the company’s MAGNITUDE-2 Phase 3 study of nexiguran ziclumeran (nex-z) for hereditary transthyretin amyloidosis with polyneuropathy (ATTRv-PN). The removal of the hold allows patient enrollment to restart and prompts a modest increase in the trial's target siz…
Scotiabank has reduced its 12-month price target on Datadog to $180 from $217 while retaining a Sector Outperform rating. The bank’s fieldwork points to significant revenue exposure to OpenAI and anticipates stronger top-line growth in 2026 than management guidance. Multiple other brokerages have issued recent positive notes and price targets, refl…
TD Cowen's latest solar industry survey points to a better-than-expected fourth quarter in 2025 for the U.S. residential solar market and an optimistic demand outlook for 2026. The report underscores rising storage attachment rates, a shift toward prepaid lease products after the 25D tax credit elimination, and potential share gains for firms with …
