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.
BofA Securities has increased its price target on Sanmina-SCI Corp. to $190 from $180, while retaining a Neutral rating as the company approaches its fiscal Q1 2026 earnings release. Market attention centers on Sanmina's evolving revenue dynamics, driven by a transition from NVIDIA to AMD rack builds, and the integration challenges linked with its …
Research from Aletheia indicates that AMD's server CPU business may outperform existing expectations, with recent feedback from cloud service providers and suppliers pointing to stronger market conditions for fiscal 2026. Key investment firms maintain bullish views on AMD, citing solid demand and near sell-out of server CPUs through 2026, while str…
Bank of America analysts suggest that even with forecasts indicating robust GDP and earnings growth, the S&P 500 may not experience significant gains. This is largely attributed to the index's concentration in AI-related stocks, which are less sensitive to economic cycles, contrasting with cyclical sectors that would benefit more directly from an e…
BCA Research analysts have projected that a forthcoming Supreme Court decision invalidating the Trump administration's use of tariffs under a 1977 law could decrease recession probability while increasing the chances of economic stability or growth in the U.S. They forecast impacts on labor markets, consumer finances, and equity valuations dependin…
Roth/MKM has initiated a Buy rating on Insmed (NASDAQ:INSM), setting a $212 price target that indicates significant potential appreciation from present levels. The firm's analysis points to the strong future prospects of Insmed's Brinsupri and Arikayce therapies, underpinned by favorable trial expectations and market adoption. Despite recent revenu…
Jefferies has launched its equity research coverage on Elia Group SA/NV, a major electricity transmission system operator with predominantly regulated operations in Belgium and Germany. The report emphasizes the company's growing regulated asset base, increasing EBITDA, and steady balance sheet growth in line with ongoing infrastructure investments…
Roth/MKM has begun coverage of vTv Therapeutics with a Buy rating and a target price of $58, citing promising prospects for the company's oral diabetes treatment cadisegliatin. Anticipated Phase 3 data and ongoing clinical developments reinforce a positive outlook despite current unprofitability, with key financial and patent details supporting ope…
KeyBanc Capital Markets has maintained its Overweight rating on Microsoft, establishing a $630 price target indicative of nearly 40% potential upside from current levels. The firm's assessment highlights rising enterprise demand for Azure cloud services as a significant growth driver, supported by strong recent revenue gains and further upside fore…
Barclays has revised Tesla's stock price target upward to $360 while retaining an Equalweight rating, prompted by Tesla’s launch of fully autonomous robotaxi rides without safety monitors in Austin. Despite this technological milestone, the robotaxi fleet remains limited and below initial targets, with significant demand outstripping supply. Invest…
KeyBanc Capital Markets has reaffirmed its Overweight stance on Chipotle Mexican Grill's stock, keeping a $45 price target intact even as it lowers the company's 2025 earnings per share forecast. The firm's outlook reflects cautious optimism driven by recent sales trends and favorable valuation levels despite some pressures on future margins.
TD Cowen has raised its recommendation on Fortinet stock from Hold to Buy, augmenting its confidence in the company's robust financial performance and growth prospects enhanced by artificial intelligence adoption. The new price target of $100 signals significant upside potential from current levels, supported by Fortinet's healthy profit margins an…
U.S. stock futures showed declines on Friday, signaling a likely continuation of the downward trend for the S&P 500 and Nasdaq for a second straight week. Intel's stock experienced a significant drop following its forecast of lower-than-expected quarterly revenue and profit, impacted by supply challenges for its AI data center server chips. Meanwhi…
The UK's Ofcom has initiated an investigation into Meta Platforms concerning the accuracy and completeness of information the social media giant submitted about WhatsApp. This inquiry follows a market review of the wholesale business bulk SMS sector conducted last year, raising concerns about the reliability of data Meta provided during the process…
The French government has withstood a second no-confidence motion in the National Assembly following its contentious approval of the income segment of the 2026 budget without a proper parliamentary vote. The motion, driven by the far-right National Rally party, failed to reach the threshold needed to dislodge the administration, despite significant…
RBC Capital has adjusted its price target for Intel to $48 from $50, maintaining a Sector Perform rating despite the chipmaker's strong recent market performance. The revision follows Intel's better-than-expected fourth-quarter results but a weaker first-quarter 2026 forecast influenced by supply constraints. Other analysts have also modified price…
Raymond James has increased its price target for Columbia Banking System to $34 from $31, maintaining a Strong Buy rating after the bank posted stronger-than-expected fourth-quarter 2025 results. The firm highlights the completed PPBI acquisition and the forthcoming integration as catalysts for earnings growth, projecting improved profitability met…
Raymond James has upgraded its price objective for CSX Inc. to $41 from $40, maintaining an Outperform rating. The adjustment reflects confidence in CSX's operational advances driven by the ONECSX initiatives and the strategic direction set by new CEO Steve Angel. Despite a marginal revenue shortfall in Q4 2025, earnings surpassed expectations, sup…
Raymond James has adjusted its price target for Old National Bancorp stock to $28 from $25, maintaining a Strong Buy rating on the back of solid earnings results. The bank exceeded earnings expectations with $0.62 per share, supported by expanded net interest margins, improved loan growth, and disciplined expense management. Despite a slight revenu…
MercadoLibre plans to raise logistics fees in Brazil starting March 2026, a development that has prompted Itau BBA to reaffirm its Outperform rating on the stock. The fee adjustment is expected to enhance the company’s earnings per share by about 3% in 2026 and add roughly $280 million in annual net revenues. MercadoLibre's recent financial maneuve…
RBC Capital has increased its price target for American Axle & Manufacturing Holdings (NYSE: AXL) to $12, up from $9, signaling confidence in the company's near-term growth prospects. The upgrade reflects better than expected driveline segment results and favorable global automotive production trends. Meanwhile, the company's recent quarterly earni…
Roth/MKM has initiated coverage on Arcturus Therapeutics, assigning a Buy rating and setting a price target of $20.00, indicating an anticipated upside of 163% from current trading levels. The biotech has experienced notable share price declines amidst various challenges, but analysts emphasize its strong cash position and promising clinical progra…
Raymond James has reduced its price target for Abbott Laboratories to $130 from $146 while maintaining an Outperform recommendation. The adjustment follows disappointing fourth-quarter results, particularly in the Nutrition segment, which have contributed to a recent share price decline nearing the 52-week low. Despite these challenges, the firm po…
BofA Securities increased its price target on Consolidated Edison (NYSE:ED) to $99 from $96 following regulatory approval of the utility's rate plan through 2028. Despite this, the firm maintains an Underperform rating citing constrained upside potential relative to peers. Recent corporate moves include asset divestment and new financing arrangemen…
Raymond James has increased its price target for Huntington Bancshares to $21.00 from $20.00, maintaining a Strong Buy rating following the bank's fourth-quarter earnings that exceeded EPS expectations but missed slightly on revenue. The bank remains attractively valued with a P/E of 13.13 and a notably low PEG ratio, supported by consistent revenu…
As in-flight connectivity becomes more prevalent, the debate over its value intensifies, particularly between budget carriers like Ryanair and premium, long-haul airlines. While the latter sees high-speed WiFi as indispensable for attracting premium customers, budget airlines question the cost-effectiveness against passenger willingness to pay.
