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.
Wolfe Research has begun coverage of Acadia Pharmaceuticals with an Outperform rating and a $33.00 price target, highlighting what it sees as a favourable pharmacokinetic profile versus an existing therapy. The stock, trading at $24.81, implies roughly 29% upside based on analyst consensus. Multiple brokerages have adjusted ratings and targets rece…
Wolfe Research opened coverage of Axsome Therapeutics with an Outperform rating and a $230 price target, citing strong commercial traction for Auvelity and a strategy to broaden the company's central nervous system product suite. Auvelity produced roughly $507 million in U.S. sales for major depressive disorder in 2025, helping drive a 66% surge in…
Advanced Micro Devices shares climbed about 5% after the company disclosed a supply arrangement with Meta Platforms to deliver AI computing infrastructure. Mizuho analyst Jordan Klein described the development as a clear positive for AMD, saying it should bolster confidence in upcoming products, while also flagging potential short-term trading head…
Federal Reserve Governor Lisa D. Cook said artificial intelligence offers substantial potential to raise productivity, but its rollout is already reshaping demand for certain jobs and could amplify labor market churn. Speaking at a major economic policy conference, she highlighted rising business investment in data centers and chips and cautioned t…
Wolfe Research has begun coverage of Centessa Pharmaceuticals (CNTA) with an outperform rating and a $40 price target, citing the company's ORX750 orexin-2 agonist as a potential best-in-class candidate and projecting more than $3 billion in peak U.S. sales. Centessa is approaching a Phase 2 data release for higher doses in the first quarter of 202…
RBC Capital has maintained an Outperform rating on Neurocrine Biosciences (NBIX) with a $177.00 price target, citing an apparent valuation gap relative to the company's commercial franchise. The firm points to near-term growth, a strong revenue base approaching $3 billion, and the potential to attract acquirers as key factors supporting upside. Rec…
Wolfe Research has begun coverage of Praxis Precision Medicines Inc. (NASDAQ: PRAX) with an outperform rating and a $500.00 price target. The firm highlights 2026 as a potentially transformative year for Praxis as the company advances programs in essential tremor and epilepsy, following two new drug applications filed in February. Despite a fourth-…
Wolfe Research launched coverage of Xenon Pharmaceuticals (XENE) with an Outperform rating and a $60.00 price target, citing the company’s lead Kv7 activator azetukalner. The firm projects multi-billion dollar peak sales across epilepsy and neuropsychiatric indications and points to an upcoming Phase 3 topline readout as a near-term milestone.
Lake Street Capital Markets has increased its price target on Lincoln Educational Services (LINC) to $35 from $26 and reaffirmed a Buy rating, citing upside to revenue forecasts and continued organic growth in the company’s core segments. The stock trades near its 52-week high, while some valuation tools flag the shares as potentially overvalued ve…
Lake Street Capital Markets cut its price target on Backblaze Inc. to $8.00 from $10.00 while retaining a Buy rating, pointing to slower-than-expected growth in the company's B2 cloud storage business. Backblaze reported B2 growth of 24% for the quarter, below its guided 25%-28% range, and signaled that some contract closings shifted later than ant…
Lake Street Capital Markets has reiterated a Buy rating and set a $5.00 price target on InspireMD (NSPR), signaling almost 180% upside from the recent share price of $1.79. The firm cites a growing endovascular treatment market, superior clinical outcomes for InspireMD's CGuard stent, and an acquisition scenario valuing the company at roughly 10 ti…
SanDisk shares fell on Tuesday after Citron Research revealed a short position in the memory-chip maker, citing cyclical headwinds and mounting pressure from Samsung. The stock initially dipped about 1% on the announcement but later traded up roughly 1% as buying resumed. Citron pointed to Western Digital selling SanDisk holdings at much lower pric…
The Trump administration is pursuing an increase in the temporary global tariff to 15% from the 10% rate that U.S. Customs and Border Protection recently published, a White House official said. The higher rate reflects President Trump's stated preference after he issued a formal order that established a 10% duty to run for 150 days. The temporary l…
CrowdStrike was swept up in a short-lived AI-driven market rout that has little to do with its core Endpoint Protection Platform (EPP) growth story. With the EPP market forecast to climb to $29.0 billion by 2029 and continued enterprise demand for cloud-native, telemetry-rich security, this pullback is an opportunity. We upgrade to BUY and present …
Home Bancshares Inc. director John W. Allison II sold 5,000 shares on February 23, 2026, for $28.19 per share, generating proceeds of $140,950. The transaction leaves Allison with substantial direct and indirect holdings. The bank reported fourth-quarter 2025 results that matched EPS expectations and topped revenue forecasts, while its board kept t…
Morgan Stanley moved its view on the global gas and LNG industry from In-Line to Cautious ahead of a projected move into oversupply. The bank expects margin pressure on open cargo sales, weaker appetite for new long-term contracts, and a slowdown in final investment decisions and growth. Against this backdrop, Morgan Stanley highlighted Excelerate …
RBC Capital maintained an Outperform rating on Primo Brands Corp. (PRMB) with a $26.00 price target, citing confidence in the company's recovery even as near-term revenue and delivery operations face pressure. The stock trades at $19.20 and, by InvestingPro analysis, appears undervalued versus its Fair Value. The company announced a quarterly divid…
RBC Capital increased its price target on Axsome Therapeutics (AXSM) to $222 from $219 while keeping an Outperform rating, following the company’s fourth-quarter 2025 earnings report. The upgrade reflects continued strength in Auvelity sales, a high gross margin, and updated modeling after discussions with management. Multiple other firms also rais…
RBC Capital increased its price target on Monster Beverage (MNST) to $88 from $83 while keeping an Outperform rating, citing top- and bottom-line momentum and robust innovation driving market share. The stock trades near its 52-week high ahead of earnings due in two days, and multiple Wall Street firms have also raised targets, reflecting broad ana…
RBC Capital increased its price target on Clearway Energy Inc. (NYSE:CWEN) to $42 from $38 while retaining an Outperform rating, pointing to growing clarity around the company’s 2030 target of roughly $3.00 in cash available for distribution per share. The analyst highlighted additional project developments supported in part by demand from hypersca…
RBC Capital Markets increased its price target on Gildan Activewear to $79 from $71 and kept an Outperform rating after rolling forward estimates to reflect the earlier-than-expected close of the HanesBrands acquisition. Other firms including Scotiabank and BMO Capital also raised their targets. The stock is approaching its 52-week high ahead of Gi…
On Tuesday Anthropic, the San Francisco-based AI lab, introduced 10 new enterprise-focused plug-ins for its Claude model that target investment banking, wealth management, human resources and other corporate functions. The company also announced integrations with commonly used business tools and said partners and clients are already deploying AI ag…
ONEOK (OKE) offers a compelling income-and-value trade after Q4: mid-single-digit growth in cash flow, a 4.7% yield, and valuation metrics that imply upside if economic activity and NGL throughput normalize. This trade idea lays out entry, stop, target, catalysts and risks for a long position over the next 180 trading days.
Ideal Power Inc. (IPWR) saw its shares decline 16.9% following the announcement of an underwritten public offering and a concurrent private placement expected to generate roughly $14.0 million in gross proceeds. The company priced 4,458,736 shares or pre-funded warrants in the public tranche for about $12.3 million and a private placement of pre-fu…
Piper Sandler reaffirmed an Overweight rating and a $130 price target for Walmart Inc. following a follow-up buy-side call with CFO John David Rainey. The firm pointed to sustained EBIT expansion, strong stock returns, a sharp acceleration in U.S. advertising growth, and robust e-commerce performance, while noting valuation metrics suggest limited …
