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.
JPMorgan increased its long-term gold price forecast to $4,500 an ounce while maintaining a year-end 2026 projection of $6,300. Spot gold has climbed roughly 20% this year, reaching a three-week high of $5,248.89 and a record peak of $5,594.82 on January 29, following a 2025 surge of more than 64%. The bank says central bank buying, investor demand…
Shares of Intuitive Machines fell after the company completed an institutional share sale at a material discount. The Houston-based moon lander manufacturer sold about 11.6 million shares for $15.12 apiece, a price 20% below the prior close, raising roughly $175 million. Management said the proceeds will support revenue growth and investments in co…
Investors directed a record $22.3 billion of private credit into emerging markets last year, the Global Private Capital Association reported, as banks tightened lending and traditional safe havens showed signs of strain. Overall private capital commitments to developing markets rose 33% to $150.3 billion, with infrastructure and large projects driv…
DA Davidson raised its price target on Home Depot to $445 from $407 and kept a Buy rating, pointing to a mix of improving macro indicators and pro-driven market share gains as the rationale. While the firm sees more upside than downside for 2026, housing data remains mixed and third-party Fair Value analysis flags the stock as potentially overvalue…
TD Cowen reiterated a Buy rating and $290 price target on Advanced Micro Devices, pointing to the company's newly disclosed multi-year partnership with Meta to supply 6 gigawatts of AI compute. The arrangement includes performance-based warrants for Meta and an initial deployment slated for the second half of 2026; TD Cowen says the deal validates …
Craig-Hallum reduced its 12-month price target on Axon Enterprise to $820 from $910 while maintaining a Buy rating after the company reported strong fourth-quarter results and issued fiscal 2026 guidance above expectations. The firm raised one-year forward revenue estimates but trimmed the target to reflect lower valuation multiples across technolo…
Jefferies upgraded Enphase Energy to Buy from Hold and increased its price target to $57 from $37, citing clearer demand visibility and potential for margin expansion after an anticipated volume trough in 2026. The brokerage pointed to encouraging early traction on Enphase's power purchase loan program, favorable product developments in inverters a…
D.A. Davidson upheld its Neutral rating and $220 price target on Advanced Micro Devices following the company’s announcement of a multi-year, 6-gigawatt AI compute agreement with Meta. The partnership, which includes vested warrants equal to 10% of AMD’s equity and commitments exceeding $100 billion in AI computing power, prompted analysts to revis…
Revolut is exploring a share sale in the second half of this year as pre-IPO investor interest grows, with backers pushing for higher private valuations and the company targeting a significantly larger IPO valuation, according to people familiar with the matter. Deliberations remain preliminary and no decisions on timing or size have been announced…
Steven Madden declined to provide its 2026 earnings forecast, pointing to unclear U.S. tariff policy following a Supreme Court decision and the introduction of a temporary 10% global import tariff. The company still projected 9% to 11% revenue growth for the year, but the guidance pause highlights ongoing disruption for consumer-facing manufacturer…
RBC Capital cut its price target on GoDaddy Inc. to $100 from $200 while keeping its rating intact after the company reported softer-than-expected bookings growth in the fourth quarter. The move follows signs of promotional-driven customer acquisition, mixed cohort economics, conservative fiscal 2026 guidance and analyst concern over artificial int…
DA Davidson increased its price target on Freshpet to $98 from $80 while keeping a Buy rating, pointing to three core growth levers and manufacturing-led margin expansion. The move comes amid a cluster of analyst target increases following Freshpet's strong fourth-quarter fiscal 2025 results and has supported continued positive market sentiment for…
Palantir ($PLTR) remains expensive by traditional metrics but has the catalysts and technical set-up for a mid-term bounce. I recommend a disciplined long swing: entry $132.00, target $165.00, stop $118.00. The idea plays volatility and AI/government catalysts while explicitly managing valuation and governance risks.
Bank of America downgraded Fox shares to Underperform from Buy and reduced its price target to $45 from $80, identifying Fox as the most exposed company in its coverage to the forthcoming NFL media rights negotiations. The bank estimates a potential ~22% hit to FY27E EBITDA under a 1.5x AAV step-up scenario and trimmed its valuation multiple to abo…
RBC Capital reduced its price target on First Solar (FSLR) to $236 from $258 but kept an Outperform rating, citing tariff-policy headwinds and incremental curtailment activity that weigh on the 2026 outlook. First Solar has guided lower 2026 revenue and is managing inventories through regional curtailments and underproduction while continuing inves…
RBC Capital has trimmed its price objective on Workday to $180 from $220 while retaining an Outperform rating, citing a combination of solid fourth-quarter results and softer-than-expected fiscal 2027 guidance. The shares trade near a 52-week low after a year-long decline, and several other brokers have adjusted their price targets in light of the …
Norway expects to formalize participation in the European Union’s IRIS2 secure satellite communications network within weeks, with a deal anticipated by Easter. Trade Minister Cecilie Myrseth cited recent Brussels meetings as helping clear the path to the agreement. The EU has activated parts of IRIS2 as an alternative to commercial systems, but ro…
BioNTech's market cap of ~$27B discounts its diversified oncology pipeline and recent positive signals. I outline a long trade at $112.11 with a $150 target and a $95 stop, horizon 180 trading days, and the catalysts and risks that could drive a re-rating.
Blackstone is trading near its 52-week low after a period of private-credit anxiety and broad selling in asset managers. With a $144B market cap, double-digit ROE and $3.65B in free cash flow, BX offers a way to ride a private-markets rebound. This trade idea lays out a concrete entry at $116.41, a $105 stop and a $150 target over a 180 trading-day…
Exxon Mobil (XOM) offers a blend of cash-generative legacy operations and high-return development projects. This trade idea takes a long stance with a clear entry at $125.00, a $150.00 target and a $110.00 stop, sized for investors who want exposure to energy cyclicals with defined risk.
RBC Capital maintained a Sector Perform rating on Advanced Micro Devices (AMD) and set a $230 price target, citing the company’s multi-year compute supply deal with Meta and other AI partnerships as supportive of long-term growth. Platform valuation data shows AMD trading below a calculated fair value, but RBC and others note near-term execution, s…
Itau BBA reiterated an Outperform rating and a $2,850 price target for MercadoLibre, citing continued GMV acceleration in Brazil and improvements across key metrics even as fourth-quarter EBIT fell short of expectations. The firm flagged margin pressure from elevated investment levels but suggested a further pullback in the shares could create a bu…
RBC Capital has raised its price target on Quintiles to $133 from $118 and kept an Outperform rating, citing a higher valuation multiple rather than changes to fundamental forecasts. The stock sits near its 52-week high and has delivered strong year-to-date returns. RBC expects an in-line second-quarter report and upbeat guidance and will focus on …
RBC Capital cut its price objective on Axon Enterprise to $735 from $860 but left its Outperform rating intact, reflecting what the bank calls a near-term valuation reset. The move comes amid strong quarterly bookings, accelerating recurring revenue and ambitious 2028 margin targets, even as valuation and short-term headwinds temper upside.
RBC Capital reiterated an Outperform rating and a $13.00 price target on AdaptHealth Corp. (NASDAQ: AHCO) after the stock slid roughly 14% following the company’s fourth-quarter results and forward guidance for 2026. The decline followed a sizable EPS shortfall even as revenue modestly exceeded expectations. RBC flagged the transition to a capitate…
