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.
British Prime Minister Keir Starmer has selected Varun Chandra, his principal business adviser, as a special envoy to the United States, aiming to enhance trade relations and private sector investment. This appointment comes at a time when tensions between the UK and the US persist due to various diplomatic disagreements. Chandra will coordinate wi…
Investor appetite for global equity funds weakened significantly in the week ending January 21, largely influenced by geopolitical strains including U.S. President Donald Trump's rhetoric on trade and territorial issues with Europe. Despite a notable retreat from some tariff warnings later in the week, fund inflows stayed subdued, with particular a…
On Friday, the Casablanca Stock Exchange saw declines led by the Utilities, Banking, and Mining sectors, culminating in the Moroccan All Shares index falling by 0.79%. Despite this downturn, certain stocks delivered notable gains with Realis. Mecaniques, Sanlam Maroc SA, and SMI recording significant positive movements. Commodities such as crude oi…
Business executives convening at the World Economic Forum in Davos expressed strong confidence that artificial intelligence will generate new employment opportunities even as it disrupts certain jobs. Industry leaders, including Nvidia's CEO Jensen Huang, emphasized AI's potential to boost job markets across multiple sectors. However, amidst the op…
Stifel has lowered its price target on McCormick & Company to $65 from $71, maintaining a Hold rating after the company's latest quarterly earnings revealed a slight shortfall versus expectations, mainly caused by increased costs. Despite the earnings miss, McCormick has maintained steady volume growth and revenue expansion. However, the company’s …
Clear Street has elevated its price target on Bloom Energy Corp. following enhanced sales projections linked to a substantial American Electric Power order and rising demand from planned AI datacenters in Texas. Despite the stock trading well above analyst targets, these developments have prompted modest increases in future revenue forecasts. Varie…
Stifel continues to recommend Deckers Outdoor stock with a Buy rating and a price target of $117, expressing optimism ahead of the company's upcoming fiscal third-quarter earnings announcement. The firm forecasts better-than-expected revenue and adjusted earnings per share, with potential for a small upward revision to full-year guidance. The outlo…
Stifel has upheld its Hold recommendation and $200 price objective for Texas Instruments, anticipating upcoming earnings in line with expectations but with slight upside potential. The firm projects a modest revenue decline quarter-over-quarter with earnings per share estimates reflecting cautious optimism. Amid a complex macroeconomic environment …
Morgan Stanley has reduced its Oracle price target substantially to $213 from $320, citing notable concerns about the financial impact of Oracle's GPU-as-a-Service business expansion. Despite this, Oracle maintains strong revenue growth and profitability forecasts. The company faces both heightened funding demands and legal challenges related to de…
Stifel has reaffirmed its Buy recommendation on UPS, emphasizing the company's stronger-than-expected third-quarter 2025 performance. Despite volume pressures, UPS showcased progress in cost management and transformation initiatives, underpinning steady financial fundamentals and management's confidence in upcoming peak season results.
Following an impressive fourth-quarter performance marked by notable revenue and earnings surpassing expectations, Stifel has reaffirmed its Buy rating on Intuitive Surgical with a $670 price target. The company achieved approximately 19% year-over-year revenue expansion and raised financial guidance for the upcoming year, underpinning optimistic m…
In January, US business activity maintained a steady pace, as gains in new orders balanced out challenges posed by a sluggish labor market and ongoing concerns over escalating costs linked to tariffs. Data from a recent survey indicated stable performance across manufacturing and services sectors, while price pressures persisted, suggesting inflati…
Elizabeth Cannon, who directed the Commerce Department's newly established ICTS office responsible for restricting Chinese automotive imports over national security issues, is stepping down. Her resignation coincides with recent departmental decisions to rescind planned controls on Chinese drone exports and a lack of regulatory action concerning me…
Stifel has revised its price target for HubSpot Inc to $500 from $550 while holding on to its Buy rating, reflecting recent software multiple compressions rather than company performance concerns. HubSpot's partner feedback remains optimistic, with notable growth in upmarket penetration and AI integration plans, supporting its strong revenue and pr…
Stifel has adjusted its price forecast for The Trade Desk from $90 to $74 but maintains a Buy rating, acknowledging current challenges such as potential subdued first-quarter guidance and competitive pressures. While the stock has declined sharply over the last year, it is considered undervalued relative to its Fair Value. Other analysts present mi…
Stifel raised its price target on Intel to $42 from $35 after robust fourth-quarter earnings results, though maintaining a Hold rating. Despite exceeding revenue and earnings expectations in Q4, Intel's cautious outlook for the first quarter, citing supply constraints, led to mixed analyst reactions. The company’s impressive data center and AI segm…
Stifel has lowered its price target for Meta Platforms from $875 to $785, citing concerns about increasing expenditures related to AI initiatives and capital investment. The revision occurs despite robust fourth-quarter advertising results driven by Instagram Reels. Meanwhile, regulatory pressures in Brazil and the UK are adding complexity to Meta'…
Stifel has increased its price target for CACI International to $765 from $670, maintaining a Buy rating following the company's fiscal second-quarter earnings. Despite revenue missing estimates, improved profit margins contributed to a positive earnings surprise. The firm is viewed favorably in light of ongoing government funding and military acti…
UBS forecasts that global stock markets will continue their upward momentum into 2026, with gains spreading from technology sectors to more cyclical industries. The bank cites a combination of enduring structural trends, such as artificial intelligence, alongside favorable macroeconomic factors including easing trade tensions, anticipated interest …
A recent Reuters survey indicates that economists overwhelmingly expect the Bank of Canada to hold its overnight interest rate steady at 2.25% throughout 2026. Despite mixed economic data—including stagnant job growth in December and inflation slightly above forecasts—policymakers appear cautious, particularly as potential trade tensions with the U…
Mizuho Securities has upgraded its rating on Darden Restaurants, raising the price target as it anticipates stronger same-store sales and enhanced margin performance driven by favorable market conditions and company initiatives. The firm projects robust sales gains particularly at Olive Garden and LongHorn Steakhouse, alongside improved profitabili…
The aerospace and defense sector is expected to sustain robust growth into 2026, with Bernstein emphasizing continued demand exceeding supply in commercial aircraft. Boeing and Safran emerge as top picks due to resolved program issues, production ramp-ups, strong aftermarket prospects, and defense business improvements.
Stifel has increased its price target for Alphabet's shares to $346 from $333, maintaining a Buy rating driven by optimistic projections for the company's upcoming fourth-quarter advertising revenue, particularly in Search and YouTube. The report anticipates that Alphabet's cloud segment estimates remain realistic. As the February 4 earnings releas…
The Trump administration has issued stern warnings to Iraqi politicians against incorporating Iran-backed armed factions into the upcoming government, citing potential sanctions that could jeopardize Iraq’s vital oil revenues handled through the Federal Reserve Bank of New York. These steps reflect intensified efforts by the U.S. to curtail Iran's …
A Brazilian judicial ruling has suspended an antitrust injunction that barred Meta from limiting access by third-party artificial intelligence providers on its WhatsApp Business platform. The original restriction was imposed by Brazil’s competition authority CADE amid ongoing investigations into Meta’s potential anticompetitive conduct concerning A…
