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.
The Federal Reserve's June meeting minutes reveal a clear divide among officials over the near-term path for interest rates and a new emphasis on scenario-driven responses to inflation outcomes. While some policymakers expect inflation to ease and favour holding rates or cutting eventually, others see persistent inflation risks that would warrant f…
U.S. equity benchmarks have shown resilience even as semiconductor volatility and renewed U.S.-Iran tensions revived energy-market risks. This week brings a busy calendar of second-quarter corporate reports, led by major banks, and key economic releases including the June consumer price index and producer price index. Market participants will watch…
The European Commission has issued preliminary charges against Meta Platforms, asserting that Instagram and Facebook features such as autoplay, infinite scroll and highly personalised recommendations create addictive usage patterns. After a two-year probe under the Digital Services Act, regulators have demanded design changes including default disa…
Volkswagen AG reported an 8.6% fall in global deliveries in the second quarter, driven by a 36.6% slump in China that more than offset modest increases in North America and Western Europe. The company cited a weak Chinese market and is evaluating an overhaul that could cut roughly 100,000 jobs through model and capacity reductions.
Cerebras Systems said it will deploy 200 megawatts of data center capacity in Europe by the end of 2027, with an initial portion expected online by the end of 2026. UBS analysts view the announcement as clarifying the company’s previously disclosed plans for European and Nordic sites and reducing investor concern about the firm’s role in OpenAI’s T…
Arm's dominant CPU architecture and an explicit roadmap into AI chips make it one of the highest-growth bets in semiconductors. At a $349B market cap and a trailing P/E north of 380, the stock is expensive on today's cash flows. Still, management's guidance for revenue to rise from $4.92B in 2026 to $25B by 2031 implies materially lower multiples i…
Open-source investigators and independent verification show Russian forces have been employing small First Person View drones flown on fibre-optic tethers to bypass Ukrainian electronic countermeasures and anti-drone protections, striking high-voltage substations in the frontline Sumy region. Analysts say the tactic targets autotransformers to take…
JPMorgan has placed Anglo American on Negative Catalyst Watch ahead of the miner's second-quarter production report on July 23, citing elevated cost risks. The bank reiterated an Underweight rating and projected first-half EBITDA below Bloomberg consensus, while flagging specific headwinds across iron ore, diamonds and group-wide cost inflation.
Constellium SE announced that it will release its second quarter 2026 financial results on July 29, 2026, including a conference call hosted by senior executives. The company is a leading global aluminum producer serving aerospace, packaging, and automotive markets, reporting $8.4 billion revenue in 2025.
Equinox Gold announces that leading independent proxy advisory firms, including ISS, have recommended shareholders vote for the proposed business combination with Orla Mining. Both companies' boards unanimously support the deal, which will create a leading North American gold producer with enhanced growth potential, diversified assets across Canada…
Seven & i reported an operating profit beat and management has rolled out domestic corporate actions aimed at margin improvement and cash return. We view this as a constructive setup for a mid-term long trade: operational momentum plus visible capital allocation can re-rate the stock versus its recent trading range. Entry, stop and target given bel…
SoftBank Corp and mobile-payments operator PayPay are reported to be negotiating an investment in Seven & i Holdings worth several hundred billion yen, with Sumitomo Mitsui Card, a unit of Sumitomo Mitsui Financial Group, possibly taking a stake. The discussions include plans by SoftBank to apply in-house artificial intelligence and introduce auton…
Kepler Cheuvreux upgraded Epiroc from 'hold' to 'buy' and lifted its target price to 300 Swedish crowns from 245 crowns, citing the mining equipment maker's favourable positioning in the current phase of the mining cycle. The new target represents an 18.6% upside to Epiroc's prevailing price of 252.90 crowns and a 22.4% increase over the prior targ…
Traton SE shares climbed after the commercial vehicle group released preliminary second-quarter 2026 delivery figures showing a 4% year-over-year increase to 82,900 units. The improvement was led by a product rollout in China and government incentives in Brazil, while Scania posted a notable sales uptick. Investors responded positively ahead of the…
Carvana has extended its new-car retail operations by using seven Chrysler, Dodge, Jeep and Ram dealerships to reach as much as half of the U.S. population, according to research from BTIG. The initiative, launched in mid-June with a Dallas location and supported by a new car filter on carvana.com, offers new-vehicle inventory with free shipping in…
Audi reported a 7% year-on-year decline in global deliveries for the first half of the year, with China and North America among the hardest-hit markets. Volkswagen's second-quarter figures showed an 8.6% drop in global deliveries, driven by a sharp fall in China, while the group pursues a major restructuring to reduce model variety and align capaci…
Conversations Jefferies conducted with advertising agencies indicate Reddit captured additional social media advertising budget in the second quarter. Agencies point to Reddit’s contextual targeting, audience intent and automation features as key strengths, with adoption concentrated in mid- and upper-funnel campaigns while newer performance produc…
Lyft is trading at a steep discount to its cash-generation profile and sits on constructive technicals. With TTM free cash flow around $1.12B, an enterprise value near $5.93B and bullish momentum, a measured long swing trade with a $21 target looks actionable. This idea lays out entry, stop, catalysts and risks for a mid-term (45 trading days) trad…
Stifel says AI infrastructure names remain constrained by supply rather than demand as the June and July reporting season approaches. The firm expects most covered companies to continue beating estimates and to lift guidance, supported by expanding backlogs, long-term contracts and capacity commitments across compute, optical and EMS segments. A ne…
A Jefferies survey of 30 advertisers in the second quarter found AppLovin increased its share of e-commerce advertising spend to 11% in 2026, the biggest rise among networks surveyed, driven in part by new adopters and trials of AI creative products. TikTok also gained share while Meta and Google ceded ground as advertisers diversified allocations.
B. Riley’s recent tracking of pre-orders for Grand Theft Auto VI indicates strong early demand, with the title topping sales charts across multiple retailers and a pronounced preference for PlayStation 5 versions. The broker maintains its Buy rating and leaves fiscal 2027 projections unchanged at $2.5 billion in full game net bookings, based on 37 …
BMW Group reported a 4.2% decline in global vehicle deliveries in the first half of 2026, with total automotive shipments of 1,156,742 units. A sharp reduction in China and the wider Asia-Pacific region more than offset sales gains in Europe and the United States. Electrified vehicle volumes and luxury sub-brands also showed mixed results across re…
Morgan Stanley lowered ratings on several Hong Kong-listed luxury auto dealers, pointing to sustained weak demand for internal combustion engine vehicles, falling finance commissions that have squeezed new-car margins, and the potential for store closures to erode after-sales revenue. Yongda Automobile Services and Meidong Auto were downgraded to u…
Midwich Group plc shares climbed 5.8% to 139.7p after the company named Kevin Quinn as independent non-executive director and chair designate and Rational Investment Group LP increased its stake to 5.54%. The moves renewed institutional attention on a stock that has traded close to its 52-week low as the FTSE 100 contends with sector-specific and g…
Maire's stock climbed in today's session following an upgrade from Kepler Cheuvreux and the announcement that its Tecnimont unit signed a project execution cooperation agreement with Sinopec Engineering Group. The broker cited near-term catalysts including a strong Q2 result and a pipeline of value-unlocking events, while positive market sentiment …
