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.
Blackstone reported fourth-quarter distributable earnings and results that exceeded analysts' forecasts, buoyed by active dealmaking, asset sales and gains in its infrastructure portfolio led by data center operator QTS. The firm raised substantial new capital and expanded its purchase commitments during the period, while its stock performance and …
Chubb trades like a high-quality insurer at a reasonable price: double-digit ROE, P/E near 12, and a 52-week range that still leaves room above current levels. I lay out a mid-term (45 trading days) swing trade to capture an 8% move toward $328 while limiting downside with a $292 stop. The thesis balances stable underwriting performance and balance…
Deutsche Bank raised its price objective on ASML Holding NV to EUR1,500 from EUR1,300 while retaining a Buy rating, citing unusually strong fourth-quarter bookings. ASML reported EUR13.2 billion in bookings, well above consensus, and a string of analyst upgrades followed, reflecting heightened demand tied to DRAM EUV spending and AI infrastructure …
Twenty candidates are competing in Costa Rica’s presidential election, but polling shows one right-wing populist candidate commanding a substantial lead. Laura Fernandez of the Sovereign People’s Party seeks at least 40% of the vote to avoid an April runoff. Several opposition contenders, representing established and emerging parties, remain separa…
Costa Ricans head to the polls with Laura Fernandez, a 39-year-old political scientist and former presidential chief of staff, holding a strong lead as concerns about drug trafficking and violent crime upend the country's peaceful reputation. Fernandez campaigns to continue the tough security policies of President Rodrigo Chaves and seeks a legisla…
UK lenders begin publishing fourth-quarter 2025 results with Lloyds Banking Group reporting an annual profit beat and upgraded targets. Investors and analysts will be watching upcoming reports from Barclays, NatWest, Standard Chartered, HSBC and Shawbrook for signs that organic growth can outpace hedge-related earnings boosts and sustain recent rev…
Valero Energy reported adjusted fourth-quarter earnings above Street estimates, driven by a recovery in U.S. refining margins and modest growth in throughput. The Houston-based refiner cited a material increase in per-barrel refining margin versus the prior year and noted progress on a refining optimization project at its St. Charles facility. Mark…
FLEX LNG (FLNG) trades at about $26.53 and yields ~11.3% from consistent $0.75 quarterly distributions. With a market cap near $1.43B, a modest P/B and P/E, and steady charter-driven cash flow, the stock offers an asymmetric income-first trade. I outline an entry, stop, and target for a 180-trading-day hold and the key catalysts and risks to watch.
U.S. and global markets absorbed a heavy flow of earnings, currency moves and geopolitical news and remained resilient. Big tech reported mixed results that highlighted divergent paths within the AI spending cycle, while the Federal Reserve kept interest rates unchanged and signalled that policy easing is unlikely before mid-year. Rising tensions b…
Evercore ISI reduced its 12-month price objective on Canadian Pacific Kansas City Limited (NYSE: CP) to $85.00 from $87.00 but kept an Outperform rating after the railroad reported fourth-quarter 2025 results that slightly missed forecasts. Adjusted EPS and revenue came in under Evercore and consensus estimates, although operating efficiency improv…
Oppenheimer reiterated its Perform rating on Tesla (TSLA) while trimming top- and bottom-line forecasts, saying the automaker's pivot toward Physical AI and large-scale supply chain buildout will take several years to fully materialize. The firm expects negative free cash flow in 2026 as Tesla supports factory expansion and may use off-balance-shee…
BTIG has reaffirmed a Buy rating and set a $65 price target on Birkenstock Holding plc (BIRK) after the company’s Investor Day in New York City. With shares trading near $37.57, the target implies roughly 73% upside. BTIG highlighted the company’s margin profile, manufacturing model, and prospects for continued double-digit growth, while also trimm…
Guggenheim lowered its 12-month price target on DraftKings Inc. (DKNG) to $42 from $45 while keeping a Buy rating. The firm lifted its fourth-quarter 2025 revenue and adjusted EBITDA estimates but reduced its 2026 EBITDA outlook, citing anticipated prediction market investments and higher marketing spending tied to media partnerships. Other analyst…
Evercore ISI increased its price objective on C.H. Robinson Worldwide to $219 from $196 while retaining an Outperform rating. The change follows a fourth-quarter earnings beat driven by North American Surface Transportation productivity and Lean AI gains, even as revenue missed consensus. Other broker updates and elevated valuation multiples highli…
Oppenheimer raised its price target on Dianthus Therapeutics (DNTH) to $125 from $62 and reiterated an Outperform rating, pointing to a series of clinical milestones through 2026. The firm noted that market valuation may not fully reflect the company’s DNTH212 program and the MMN indication, while recent CEO commentary and positive myasthenia gravi…
BTIG maintained a Buy rating and a $200 price target on ServiceNow after year-end results and a 2026 outlook that modestly outperformed consensus. The company posted 20% organic constant currency cRPO growth, delivered subscription revenue guidance above estimates, reported Now Assist ACV ahead of internal targets, and announced an additional $5 bi…
BMO Capital increased its 12-month price target on Cognizant Technology Solutions to $96 from $84 but kept a Market Perform rating, citing growing optimism in the near-term IT services environment and demand for support in building and managing AI workloads. Cognizant has been active on the strategic front with acquisitions, multi-year partnerships…
Lucid Capital Markets has opened coverage on Adlai Nortye Ltd. (NASDAQ: ANL) with a Buy rating and an $11 price objective, implying roughly 217% upside from the stock's current $3.47 level. The firm highlights the company's pan-RAS inhibitor, AN9025, as the main potential catalyst and models peak non-risk adjusted revenues of about $3.2 billion for…
H.C. Wainwright downgraded CalciMedica (NASDAQ:CALC) from Buy to Neutral following the company’s decision to discontinue its Phase 2 KOURAGE study after an Independent Data Monitoring Committee flagged a safety signal. The stock has plunged more than three-quarters in the last week, and the company is analyzing unblinded data while discussing poten…
Lazard reported adjusted fourth-quarter results that exceeded analyst expectations, driven by growth in both its financial advisory and asset management divisions. The investment bank also appointed longtime executive Tracy Farr as chief financial officer effective Feb. 1, while reporting a rise in assets under management alongside an equity market…
At least two Palestinians were killed by Israeli fire in the Gaza Strip as Hamas and Israel prepared to move into the second phase of a U.S.-brokered ceasefire. The incident, reported in eastern Khan Younis, comes amid disputed reports of casualties on both sides and ahead of negotiations over the contentious issue of Hamas disarmament and the poss…
Caterpillar said it expects a $2.6 billion tariff cost in 2026 even as fourth-quarter revenue and adjusted earnings per share increased, driven by sustained demand for backup power equipment from rapid data-center expansion. Higher tariffs and unfavorable manufacturing costs reduced operating profit for the quarter despite price increases across in…
Cybersecurity firms SentinelOne and Censys conducted a 293-day analysis of publicly accessible deployments of open-source large language models, finding a substantial number of instances where safety controls were absent or deliberately removed. The researchers observed system prompts in about a quarter of deployments and judged 7.5% of those as po…
ASML shares climbed after Barclays upgraded the stock to Overweight and raised its price target to €1,500 from €1,200 following the company reporting record order intake and lifting its 2026 revenue outlook. Barclays highlighted accelerating artificial intelligence-related demand, strong data-center driven lithography requirements, and several pote…
Wolfe Research increased its price target on ASML Holding NV to €1,450 from €1,400 while retaining an Outperform rating, citing stronger-than-expected fourth-quarter bookings and improved revenue guidance for calendar year 2026. The research house highlighted that much of the recent bookings are slated for 2027 delivery, prompting a material upward…
