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 finance minister Rachel Reeves will present the Office for Budget Responsibility's latest forecasts in a Spring Budget update that she hopes will be routine. The OBR is expected to pare back short-term growth and inflation projections and will publish public borrowing forecasts, but it will not reassess the remaining fiscal 'headroom' Reeve…
SoundHound AI has opened an innovation center in Bengaluru, India, to accelerate work on its agentic AI platform. The move expands the company’s presence into the Indian technology sector and is intended to support continued development of its voice and conversational intelligence solutions and broader technology infrastructure.
Novocure Ltd. stock climbed 4.3% in premarket action Wednesday following a decision by the Centers for Medicare & Medicaid Services to reinstate the company's Medicare billing privileges for its U.S. unit. The restoration, communicated in a letter to Novocure Inc. on Monday, rescinded a prior revocation that had been applied retroactively. Novo…
EZCORP INC director Gary Tillett sold 10,000 shares of Class A Non-Voting Common Stock on February 23, 2026, for $25.50 per share, totaling $255,000. The transaction occurred while the stock traded near its 52-week high of $26.35 and after a year that produced an 88% gain. The company reported a stronger-than-expected fiscal first quarter with adju…
RBC strategists view large-cap U.S. pharmaceutical companies as defensive holdings with potential earnings upside as artificial intelligence accelerates drug discovery and development. The team points to valuation discounts, sizable acquisition capacity and AI-driven efficiencies that could boost earnings, then lays out differentiated ratings and p…
KeyBanc increased its price target on Elanco Animal Health to $29 from $27 and kept an Overweight rating after citing momentum in the company’s Credelio Quattro and Zenrelia products. Elanco reported a fourth-quarter beat on both revenue and adjusted earnings, and posted roughly 7% organic constant-currency revenue growth for 2025 largely driven by…
Morgan Stanley has opened coverage on Flywire Corporation (FLYW) with an Equalweight rating and a $15.00 price target. The bank's initiation accompanies company guidance that models persistent visa-related headwinds and an illustrative revenue less ancillary services growth rate of about 18% for 2026. Flywire reported stronger-than-expected fourth-…
KeyBanc has reaffirmed an Overweight rating and a $105.00 price target on Addus HomeCare (ADUS) after the company reported fourth-quarter results that modestly outperformed expectations on EBITDA. The quarter featured strong same-store revenue growth in the Personal Care business but also showed a small sequential moderation in billable census. Ana…
KeyBanc kept an Overweight rating and a $35.00 price target on Revolve Group (RVLV), pointing to strong fourth-quarter results and accelerating trends into early 2026. The firm highlighted roughly 16% sales growth in the first seven weeks of the year, a gross profit margin of 53.5% over the last twelve months, and a balance sheet with more cash tha…
Whirlpool Corp shares rose modestly in premarket trading after the company completed several equity transactions that prompted a critical letter from hedge fund manager David Tepper. The manufacturer priced a public offering and sold mandatory convertible preferred stock, alongside a small private placement to a Whirlpool China unit. Tepper called …
Mike Zoi, who holds a ten-percent stake in Motorsport Games Inc. (NASDAQ:MSG M), sold 63,419 Class A shares between February 20 and February 24, 2026, in three separate transactions that netted $224,333. The shares were held indirectly through Driven Lifestyle Group LLC; after the sales the entity retains 1,417,557 shares. The trades were carried o…
SES AI is transitioning from a pure-play cell maker to an integrated Li‑metal battery platform that pairs manufacturing with AI-driven materials discovery and subscription software. With a market cap near $613M and an enterprise value of roughly $560M, the risk/reward looks asymmetric if the company converts Molecular Universe 1.0 into recurring re…
Oppenheimer upgraded Oracle Corp. (NYSE:ORCL) to Outperform from Perform and set a $185 price target, pointing to a more attractive risk-reward after the stock’s valuation multiples fell sharply since September. The research house expects Oracle’s EPS to double by fiscal 2030 under its base case, even after trimming management revenue guidance by 2…
Bernstein SocGen Group has reaffirmed an Outperform rating and a $170.00 price target on Sea Ltd. (NYSE:SE), while raising doubts about the practical benefits of the company’s agentic AI initiatives in emerging markets. Sea trades well below the target price and has seen significant analyst activity, with a mix of lowered targets and upgrades from …
Bernstein SocGen Group raised its price target on Ferguson Plc to $310 from $288 and kept an Outperform rating, citing a rising total addressable market for large capital projects driven by data center construction. Management’s revision to a $90 billion Large Capital Project TAM and Bernstein’s own $80 billion to $100 billion estimate underpin the…
KeyBanc trimmed its price objective on Workday to $155 from $260 while keeping an Overweight rating, pointing to guidance for fiscal 2027 that disappointed on both growth and margin metrics. The move follows mixed quarterly results and a wave of analyst target changes amid concerns about AI adoption timelines and recent management shifts.
Stephens increased its price objective on Establishment Labs Inc. (ESTA) to $90 from $85 and maintained an Overweight rating following a robust fourth quarter. The company reported $64.6 million in Q4 2025 revenue, a 45% year-over-year increase, margin expansion, and back-to-back positive adjusted EBITDA quarters. Management's 2026 revenue guidance…
KeyBanc reiterated an Overweight rating and a $220 price target on Repligen (RGEN) after the company exceeded its fourth-quarter and full-year 2025 guidance. The firm emphasized recent product launches, account wins and updated financial models while noting that 2026 guidance appears conservative relative to late-2025 momentum. Independent analysis…
Stephens cut its price target on First Watch Restaurant Group to $21 from $24 while keeping an Overweight rating after the company reported mixed fourth-quarter 2025 results and provided fiscal 2026 guidance that fell short of Street expectations. Comparable sales aligned with the company pre-release, but traffic and mix pressure produced a softer …
Goldman Sachs analysts say colossal capital spending by hyperscaler firms on AI infrastructure is set to crest later this year, a shift that may strain stocks tied to AI hardware and services. The bank projects cumulative hyperscaler AI capex of $1.5 trillion between 2023 and this year, and forecasts a 2026 spend of $667 billion. Goldman expects qu…
Piper Sandler estimates that Advanced Micro Devices’ multi-year supply agreement with Meta could translate into about $100 billion of additional revenue for AMD over the next five years. The deal, which follows the structure of AMD’s OpenAI engagement, involves a customized MI450 GPU paired with the Helios rack, warrants issued to Meta, and a stage…
Intuitive Machines said a group of global institutional investors will provide a $175 million strategic equity investment to support revenue growth and build communications and on-orbit data processing capabilities after the company’s acquisition of Lanteris Space Systems. The announcement coincided with a 13.3% premarket decline in the company’s s…
Sintx Technologies director Jay M. Moyes purchased 1,000 shares of common stock on February 23, 2026, at $2.91 per share, increasing his direct holdings to 4,000 shares. The transaction was recorded on a Form 4 filing with the SEC. The company's shares are trading at $2.97 and have fallen 45.5% over the past year. Separately, Sintx appointed Ryan E…
Gayle A. Crowell, a director at Hercules Capital, Inc. (NASDAQ: HTGC), purchased 6,600 shares on February 23, 2026, at $15.20 per share for a total of $100,320. The buy comes as HTGC trades at $15.07, close to its 52-week low of $14.96 and down roughly 20% year-to-date. Hercules reported preliminary estimates lifting its estimated net asset value p…
Evercore ISI began coverage of NRG Energy Inc. with an outperform rating and a $215.00 price objective, pointing to immediate accretion from the recently closed LS Power portfolio acquisition, expansion in the Vivent business, and enhanced value for virtual power plants following ERCOT market changes. NRG also reported fourth-quarter 2025 results t…
