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.
Kenneth Rogoff, a Harvard economist and former IMF chief economist, said the Federal Reserve's dollar swap line facilities - emergency dollar lending to foreign central banks - could be weaponised by the Trump administration. Rogoff suggested the tool could be leveraged in trade disputes, noting existing concerns about erratic U.S. policy since the…
The S&P 500 surpassed 7,000 points for the first time, driven largely by enthusiasm around artificial intelligence and strong performances across technology-related names. Recent corporate results and guidance in the semiconductor and enterprise-software segments contributed to the advance, while traders await earnings from several large technology…
Kepler Cheuvreux singles out five European aerospace and defence names as preferred picks into 2026, arguing that sustained defence spending and a recovering commercial aviation cycle underpin attractive long-term cash flow and returns for select companies despite elevated valuations. Key differentiators will be market share strength, program execu…
Piper Sandler raised its price target on Viatris (NASDAQ: VTRS) to $12.00 from $9.00 while retaining a Neutral rating, pointing to robust branded business performance across geographies and steady contributions from recent launches in developed markets. The firm notes shares have rallied roughly 33% since the start of the fourth quarter of 2025 ami…
Piper Sandler raised its price target on F5 Networks to $325 from $295 and maintained an Overweight rating following quarterly results that showed resilient demand, an active product refresh cycle and better enterprise engagement. The stock rallied more than 10% in after-hours trading after the earnings release. F5 reported strong gross margins and…
HSBC has trimmed its price target for CoreWeave to $41 from $44 and kept a Reduce rating, pointing to higher financing costs and a projected liquidity deficit in 2026. The bank’s analysis is backed by data showing stretched near-term liquidity and heavy leverage, while other brokers and an NVIDIA equity infusion have prompted a range of more bullis…
Piper Sandler raised its price target for Pinnacle Financial Partners (PNFP) to $122 from $120 and kept an Overweight rating after reviewing the bank's fourth-quarter 2025 results and 2026 guidance. The firm boosted 2026 and 2027 EPS estimates, pointing to stronger loan growth and a larger balance sheet as the rationale. Pinnacle reported a revenue…
Jefferies increased its price target on Nextpower (NXT) to $122 from $107 and kept a Buy rating after the company reported fiscal third-quarter results that beat expectations on revenue and EBITDA. Management cited stronger demand from the U.S. market. Nextpower raised fiscal 2026 guidance by roughly 3%, announced a $500 million share repurchase pl…
Piper Sandler hiked its price target on Praxis Precision Medicines (PRAX) to $1,200 from $450 and reaffirmed an Overweight rating. The firm updated its model to include four programs and projects substantial peak U.S. sales by 2046, while Praxis prepares New Drug Applications for two lead candidates by mid-February 2026 and has completed a priced p…
HSBC upgraded United Parcel Service Inc. (UPS) from Hold to Buy and raised its price target to $125 from $100, citing clearer visibility on volume trends and margin recovery beginning in the second half of 2026. The bank trimmed its fiscal 2026 adjusted operating profit estimate modestly while expanding its 2027 outlook, amid a backdrop of mixed an…
Craig-Hallum reduced its price target on Qorvo Inc. (NASDAQ: QRVO) to $95 from $110 but left its Buy rating intact following the company's lower-than-expected guidance for the March quarter. Qorvo forecast roughly $800.0 million in revenue and 48.5% gross margins for the period, signaling a seasonal slowdown and continued headwinds from an Android …
TRX Gold is acting like a stock the market has decided to re-rate. With shares printing a new 52-week high at $1.79 and trading far above key moving averages, the technical setup is strong, but stretched. The fundamental story revolves around the Buckreef Gold Project in Tanzania and management’s push to scale production and improve economics. This…
Ondas has morphed from a sleepy industrial wireless story into an autonomy and defense-adjacent drone platform narrative. The market is rewarding that transition, but the setup still looks like it’s in the early innings: price is holding above key moving averages, volume remains unusually elevated, and sentiment catalysts keep landing. This trade i…
Qorvo reported fiscal third-quarter results driven by strong iPhone demand but issued weaker guidance for the fiscal fourth quarter owing to deteriorating Android revenue. KeyBanc kept a Sector Weight rating while revising estimates. The company raised its projected Android revenue decline for fiscal 2027 to $300 million, and analysts have trimmed …
KeyBanc increased its price target for Texas Instruments to $240 from $220 and kept an Overweight rating after the company reported in-line fourth-quarter results and provided higher guidance for the first quarter. The move reflects continued industrial strength and data-center demand; other firms have likewise adjusted targets, producing a range o…
KeyBanc Capital Markets reduced its price target for CommVault Systems to $108 from $152 while keeping an Overweight rating after the company reported mixed fiscal third-quarter results. CommVault beat EPS and revenue estimates, but normalized annual recurring revenue (NNARR) in constant currency missed expectations amid a shift toward software-as-…
KeyBanc cut its 12-month price objective for Applied Industrial Technologies (AIT) to $300 from $310 but left an Overweight rating intact after the distributor reported mixed fiscal second-quarter results and offered weaker EBITDA margin guidance. The bank pointed to elevated LIFO expense and inconsistent December demand as drivers of the market re…
KeyBanc Capital Markets has reaffirmed an Overweight rating and a $400 price target on UnitedHealth Group (UNH), arguing the shares are priced below their fundamental value despite investor concern over proposed Medicare Advantage rates for 2027. The company reported a stronger-than-expected medical loss ratio in the fourth quarter and offered 2026…
KeyBanc has increased its price target on HCA Healthcare to $550 from $500 and kept an Overweight rating following a stronger-than-expected fourth quarter that included a 2% EBITDA beat and potential upside from Medicaid Supplemental Directed Payments. HCA posted $15.49 billion in trailing twelve-month EBITDA and set 2026 guidance with a $16 billio…
The U.S. upstream mergers and acquisitions market recovered in the fourth quarter of 2025, with announced deal value totaling $23.5 billion and lifting full-year activity to $65 billion, driven by returning private equity buyers, greater use of securitized finance, and a surge in international acquisitions, Enverus reported.
The S&P 500 climbed past 7,000 points for the first time on Wednesday, propelled by strong investor appetite for AI-driven growth and expectations of robust Big Tech results alongside prospects for monetary easing. Technology stocks, which make up nearly half the index, have been central to the rally while markets also factor in potential Federal R…
Baird initiated coverage of Coinbase with a Neutral rating, describing the exchange as a solid growth franchise but warning that recent declines in trading volumes and lingering regulatory uncertainty limit upside. The firm highlighted Coinbase's revenue mix, growing subscription income and market share advantages, while setting a $240 price target…
Snap said Wednesday that its augmented reality glasses development effort will operate under a newly formed, wholly owned subsidiary named Specs Inc. The company said the new structure is designed to deliver "greater operational focus and alignment" as it readies Specs AR glasses for a planned 2026 launch. Snap also highlighted the subsidiary's rol…
IonQ is a high-volatility quantum name, but it’s also the one leaning hardest into vertical integration after its $1.8B SkyWater deal. Quantum Computing Inc. (QUBT) is the same “quantum” headline trade with far thinner fundamentals and extreme valuation optics (per widely-circulated commentary). This pair trade aims to stay invested in the theme wh…
Tether's CEO Paolo Ardoino told Reuters the company intends to hold roughly 10% to 15% of its investment portfolio in physical gold, adding to about 130 metric tons the firm already stores. The company has been buying gold since 2020, added 27 tons in the fourth quarter, and is purchasing about two tons per week, while continuing to invest USDT res…
