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.
Oric Pharmaceuticals saw its shares tumble after releasing dose-optimization data for 400 mg rinzimetostat paired with darolutamide in metastatic castration-resistant prostate cancer. The study's efficacy metrics were broadly in line with those reported for a competing regimen, drawing a range of analyst responses and leaving the company focused on…
UBS points to selective opportunities within real estate amid an environment of higher bond yields, inflation uncertainty, and geopolitical risk. The bank highlights two companies - a West End-focused UK property owner with low leverage and high occupancy, and a Belgian logistics developer with CPI-linked leases and a pre-let pipeline - as candidat…
Wells Fargo analysts say total Medicaid enrollment in the first quarter is tracking to a 2% quarterly decline, driven in part by eligibility verification activity rather than macroeconomic trends. Expansion enrollment fell about 1% quarter-over-quarter, with monthly state-level declines of 0.8% in January, 0.7% in February and 0.5% in March. Califo…
Sky Quarry Inc. (NASDAQ:SKYQ) saw its stock climb roughly 120% on Thursday as rising Brent crude prices and reductions in West Coast refining capacity underscored the strategic importance of the company’s Foreland Refinery in Nevada. The small, in-state facility and Sky Quarry’s Utah bitumen asset attracted investor attention amid supply shifts and…
Orla Mining has pulled back from recent highs but fundamentals and the macro gold picture argue for a constructive stance. Recent quarterly beats, steady production, a newly instituted quarterly dividend, and exploration upside make ORLA a compelling long trade over the next 180 trading days. I lay out an entry, stop, targets, catalysts and balance…
Wells Fargo's preview of first-quarter results in the U.S. software sector finds investors increasingly selective, with a pronounced tilt toward companies viewed as defensible beneficiaries of artificial intelligence spending. The bank favors Datadog and HubSpot for the quarter and identifies guide credibility and AI-related data points as likely d…
Sigma Lithium's stock climbed after the miner secured a $100 million collateralized bank guarantee from a major Brazilian bank, collateralized by the company’s clients. The financing is intended to support construction of a second Greentech industrial plant that would raise annual production capacity from 270,000 to 520,000 tonnes of lithium oxide …
Analysts expect Eli Lilly’s newly approved oral weight-loss drug Foundayo (orforglipron) to produce billions in sales as early as 2026. Broker forecasts range from roughly $1.5 billion to $2.8 billion for 2026, reflecting both robust demand potential and uncertainty around initial rollout mechanics. Market watchers say Foundayo’s manufacturing simp…
Morgan Stanley downgraded Neste Corporation to equal-weight from overweight and cut its price target to €27 from €28.50 after the company's shares have rallied roughly 40% year-to-date, leaving limited upside in the broker's view. The firm highlighted that earnings upgrades have been realised and warned that renewable diesel and sustainable aviatio…
Namib Minerals released its 2025 full-year financial results showing stable revenue, increased adjusted EBITDA, and solid cash flow despite lower production grades. The company is progressing expansion of the How Mine milling capacity and advancing restart activities at the Redwing Mine. A strengthened leadership team aims to support growth strateg…
MP Materials is trading well below its 52-week high despite secured government-linked demand and a clear path to vertical integration. The pullback offers an asymmetric risk-reward for disciplined longs who size positions and use a strict stop. This trade idea lays out entry, stop, target, catalysts and risks for a long-term (180 trading days) play…
Shares of major energy companies rose sharply as crude prices jumped following a televised address in which President Donald Trump said the U.S. would intensify strikes on Iran. Benchmark crude futures climbed roughly 8% in response, while some market participants paused trading of cargoes tied to Middle East benchmarks amid growing concerns about …
Wix.com Ltd. posted a 2% intraday gain Thursday even as broader markets weakened, after a preliminary tally from Equiniti Trust Company indicated that 18,718,009 shares were properly tendered and not withdrawn in the company’s modified Dutch Auction tender offer at a purchase price of $92.00 per share. The preliminary figures imply Wix intends to r…
Pope Leo, who became the first U.S. head of the Roman Catholic Church last May, largely avoided direct references to his homeland and its leaders for the first ten months of his pontificate. In recent weeks he has shifted tone, delivering pointed critiques of the war in Iran and, for the first time, naming President Donald Trump in a direct appeal …
Morgan Stanley says European defence equities are trading roughly 20% below recent peaks and that price-to-earnings multiples have slid from about 23x to near 20x, even as geopolitical developments strengthen the case for increased spending. The firm attributes recent weakness to positioning-driven selling and broader market dynamics while noting p…
Wolfe Research warned that a proposed White House plan to replace a 50% tariff on non-U.S. steel and aluminum content with a 25% tariff on the full value of imports could raise headline tariff exposure for many U.S. companies with Mexican manufacturing. The firm highlighted that typical steel and aluminum content is often 30-35% or less of a produc…
Bank of America now anticipates the Bank of England will raise interest rates twice in mid-2026 and then move to cut rates through 2027, driven by a view that elevated energy prices linked to the Middle East conflict will sustain inflationary pressure. The bank expects a sequence of hikes in June and July 2026 and three cuts in 2027, while warning …
Bank of America analysts report that internet equities fell an average of 23% in the first quarter, markedly underperforming the S&P 500's 5% decline. The firm cites five central investor worries - capex and falling return on invested capital, new IPOs and fund-flow dynamics, potential disruption from artificial intelligence, macro uncertainty tied…
UBS has published a Global High-Quality Dividend Stock List containing six names from multiple sectors and regions that its quantitative models and sector analysts judge to carry a relatively low likelihood of dividend reductions. The list feeds a tradable index and highlights regional and sector differences in modeled dividend cut risk and forecas…
London’s principal stock indexes ended a three-day winning streak on Thursday after US President Donald Trump signaled a tougher stance toward Iran, undercutting earlier hopes for a rapid ceasefire. The FTSE 100 slipped while midcaps fell more sharply, even as the energy sector jumped on concerns over possible sustained supply disruptions. Market p…
UBS Global Oil and Gas says the conflict involving Iran keeps the risk to oil and gas prices skewed to the upside. With limited clarity on restored flows through the Strait of Hormuz, the firm estimates sizable supply shortfalls and warns that sustained disruptions could push inventories below historical ranges and lift prices above $150 per barrel…
Three industry sources say Ukraine's recent drone strikes on port infrastructure, pipelines and refineries have knocked roughly 1 million barrels per day - about 20% of export capacity - out of operation, forcing an imminent reduction in Russian oil output as pipeline systems and storage near capacity. The move would tighten global supplies already…
Goldman Sachs completed its acquisition of Innovator Capital Management on April 2, bringing 171 ETFs and roughly $31 billion in assets into the firm's ETF lineup and boosting Goldman Sachs Asset Management's ETF assets under supervision to $90 billion. Key Innovator executives and more than 70 employees will join Goldman following the roughly $2 b…
A prime-time presidential address that indicated another two to three weeks of military action in Iran, and contained few operational details, prompted a fresh risk-off move across financial markets. Brent and WTI crude climbed, Asian and European equities fell, the dollar strengthened and U.S. Treasuries sold off. Early U.S. economic readings show…
RBC Capital Markets upgraded Berkeley Group Holdings to "outperform" from "sector perform" while lowering its price target and downgrading medium-term volume and profit forecasts after the housebuilder issued a strategic update that sent shares down roughly 10%. The bank applied a 1x price-to-tangible net asset value multiple to average FY2026-FY20…
