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.
Truist Securities increased its price objective on Globus Medical to $115 from $105 while keeping a Buy rating, citing stronger-than-expected margin performance, accelerating U.S. core spine growth in the fourth quarter, and quicker realization of deal synergies. The new target is based on higher 2027 valuation multiples and follows a string of ana…
TD Cowen increased its price target on CAVA Group Inc. to $90 from $85 and kept a Buy rating after the company issued 2026 guidance that exceeded expectations. The update follows a fourth-quarter performance that topped analyst forecasts and a growth plan that continues to drive analyst attention. Another firm, Telsey Advisory Group, also lifted it…
Needham upgraded its 12-month price target for CAVA Group Inc. to $90 from $75 while keeping a Buy rating, pointing to robust fourth-quarter results, bullish 2026 guidance and operational investments that support the chain's long-term scaling plan. Management reported that first-quarter-to-date comparable sales are accelerating beyond the 3-5% rang…
TD Cowen has begun coverage of Century Therapeutics with a Buy rating, pointing to the company’s lead candidate CNTY-813 — an allogeneic insulin-expressing beta islet cell therapy for type 1 diabetes — as central to long-term value creation. CNTY-813 has produced preclinical data and is slated to enter clinical trials in 2026 with initial data expe…
Chinese President Xi Jinping met with German Chancellor Friedrich Merz on Wednesday, urging Germany to adopt an objective view of China and to maintain a positive China policy. According to state broadcaster CCTV, Xi called for the two countries to become "reliable partners," stressed cooperation on innovation and artificial intelligence, and asked…
BofA Securities raised its price target on Elanco Animal Health to $30 from $28 and kept a Buy rating, citing product momentum, pricing contributions and anticipated margin expansion in the second half of fiscal 2026. Elanco reported better-than-expected Q4 2025 results and management outlined steady growth assumptions for 2026, though near-term ma…
Advanced Micro Devices sits at the center of a structural shift in AI infrastructure from training to inference and hyperscaler-custom silicon. With large hyperscaler deals, a growing free cash flow base, and a clean balance sheet, AMD can convert AI revenue into durable cash generation. This trade idea lays out an entry at current levels, clear st…
A recent nationwide poll finds a bipartisan majority of U.S. adults view routine childhood vaccines as safe and support requiring vaccinated children to attend school. The survey also reveals sharp partisan splits over the favorability of Health Secretary Robert F. Kennedy Jr. and mixed views on reducing recommended vaccines, even as many Americans…
A California woman identified in court as Kaley G.M. is scheduled to testify in Los Angeles about her childhood use of Instagram and YouTube and the mental health problems she attributes to those platforms. Her lawyers contend the companies engineered features and business strategies that hooked young users despite known risks. The trial has moved …
OpenAI confirmed it had banned the ChatGPT account of Jesse Van Rootselaar last June after identifying misuse tied to violent activities, but said it did not refer the user to law enforcement because it could not verify credible or imminent planning. The disclosure has intensified examination of the shooter’s prior online behavior, raised questions…
Lowe's reported a 1.3% increase in same-store sales for the fourth quarter but gave 2026 comparable-sales and adjusted EPS guidance that fell short of analysts' averages. The company cited weaker demand for major home renovations and constrained do-it-yourself spending amid economic uncertainty and higher borrowing costs. Shares fell about 4% in pr…
The technology sector has started 2026 poorly, weighed by AI-related disruption fears and investor rotation into previously lagging sectors. Semiconductor strength has offered some offset, but heavyweights including Microsoft and Amazon have dragged major indexes. Nvidia’s upcoming quarterly report is viewed as a critical test for the industry and …
Citizens has reaffirmed a Market Outperform rating and a $30.00 price target on Cipher Mining (NASDAQ:CIFR), citing quarterly results that the firm says validate the company’s transition from bitcoin mining to long-duration, contracted high-performance computing (HPC) cash flows. The analyst note highlights revenue growth, a large HPC lease backlog…
Citizens raised its price target on Cytokinetics to $96 from $88 and maintained a Market Outperform rating, citing launch activity for Myqorzo and upcoming Phase 3 data as catalysts. The stock trades near $70.10, offering roughly 37% upside to the new target, while other firms have also adjusted coverage following FDA approval and initial commercia…
Citizens reduced its price target on CoStar Group to $73 from $78 but left its Market Outperform rating intact. The cut reflects concern over the company’s back-half-weighted EBITDA guidance. While CoStar delivered a quarterly earnings beat, its guidance for the coming quarter and full year missed analyst expectations. Citizens highlighted continue…
A State Department cable dated Feb 18 instructs U.S. diplomats to oppose proposed laws that would restrict cross-border data flows, arguing such measures could raise costs, increase cybersecurity risks and limit artificial intelligence and cloud services. The guidance, signed by Secretary of State Marco Rubio, frames data localization and similar r…
Google said it disrupted a Chinese-linked hacking group tracked as UNC2814 or "Gallium" that had access to at least 53 organizations in 42 countries and may have been active in additional nations. The company, working with unnamed partners, terminated cloud projects, disabled internet infrastructure and shut down accounts the group used to operate,…
Casey Means, President Donald Trump’s nominee for U.S. surgeon general and an ally of Health Secretary Robert F. Kennedy Jr., will appear before the Senate Health, Education, Labor, and Pensions Committee on Wednesday in a confirmation hearing that was postponed from October. Means, 38, has close ties to Kennedy and to her brother, Calley Means, a …
Options traders are pricing in a notably modest move in Nvidia shares following the company's quarterly report, with options implying about a 5.6% move up or down. That anticipated swing is the smallest for a post-earnings period in at least three years, according to ORATS, and falls below recent averages for Nvidia and its historical reactions to …
Telsey increased its 12-month price objective for Home Depot to $435 from $410 and kept an Outperform rating after the retailer posted fourth-quarter fiscal 2025 results that exceeded expectations on several fronts. The company delivered adjusted EPS and comparable-sales beats, produced higher-than-expected operating margin, and reaffirmed its 2026…
Telsey Advisory Group increased its price target for Cava Group Inc to $88 from $85 and maintained an Outperform rating, pointing to strong near-term trends and a multi-year expansion strategy. The firm highlighted the company’s ambitious plan to grow to more than 1,000 restaurants by 2032, solid unit economics with average unit volumes near $3 mil…
Citizens has reaffirmed a Market Outperform rating and a $38.00 price target on Bowhead Specialty Holdings (BOW), arguing the company is well placed to benefit from persistently strong conditions in specialty casualty lines. The stock trades below the target, and recent quarterly results and revenue growth bolster the case for continued expansion i…
Citizens has reaffirmed a Market Outperform rating and a $22.00 price target on Benitec BioPharma (NASDAQ:BNTC). The stock trades at $11.12 with a $381 million market capitalization, implying nearly 100% upside to the analyst target. Interim clinical data for gene therapy candidate BB-301 - including a 24-month follow-up in the first patient and po…
Universal Display (OLED) trades below key moving averages, with stretched valuation (P/E ~21, P/FCF ~33) and a free cash flow yield near 3%. Recent technicals and rising short activity signal near-term downside if demand remains soft. We outline a swing short with precise entry, stop and target and the data-driven rationale behind it.
ASML has revised its outlook on demand drivers, identifying artificial intelligence as the primary force behind product sales after seeing new and significant AI-related capacity expansion among customers. The Netherlands-based lithography equipment maker reported 2025 full-year sales of 32.7 billion euros, a 15.6% increase, a gross profit margin o…
