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.
Brazilian equities closed higher on Wednesday, with the Bovespa rising 1.99% to a fresh all-time high. Strength in Basic Materials, Industrials and Electric Power names supported the advance. Market breadth favored advancers over decliners, while volatility gauges and key commodity and currency prices moved unevenly.
Truist Securities reduced its price target on Shopify to $110 from $155 while retaining a Hold rating, pointing to broad valuation compression across its coverage universe even as Shopify reported stronger-than-expected fourth-quarter results. The updated target is close to the stock's current trading level, and analysts note both attractive medium…
The Federal Aviation Administration temporarily halted operations at El Paso International Airport citing safety concerns linked to testing of a laser-based counter-drone system at nearby Fort Bliss. The incident follows earlier episodes in which testing by government agencies near Washington airports triggered false traffic alerts and forced fligh…
Pershing Square disclosed a large new holding in Meta Platforms that accounted for roughly 10% of the fund's capital at the end of 2025, backing the company’s AI-focused strategy and arguing its core advertising business is materially undervalued. The presentation also described new, opportunistic stakes in Amazon and Hertz and the exits of long-he…
Elon Musk said xAI recently carried out a reorganization that led to staff reductions, a move he framed as necessary to improve execution speed. The personnel changes take place as SpaceX moves to acquire xAI, creating a combined entity valued at $1.25 trillion that plans to pursue a public listing later in 2026 to help finance data center deployme…
Elon Musk confirmed that xAI underwent a recent reorganization that resulted in some employees being let go. The personnel changes follow an announcement that SpaceX will acquire xAI as part of a plan to form a $1.25 trillion company and take it public later this year to help finance ambitions to place data centers in space. Two xAI co-founders hav…
Pershing Square Capital Management disclosed a late-year purchase of Meta Platforms shares, allocating roughly 10% of the fund's capital - about $2 billion - on the AI-driven thesis. The firm also sold its entire holding in Hilton Worldwide Holdings after reporting a 21% return for the prior year. Pershing Square highlighted AI as a driver of long-…
Credo is printing hypergrowth as hyperscalers load AI racks. Recent results and guidance show revenue and margin expansion; valuation is rich but market appetite for AI connectivity remains strong. This trade targets near-term upside while acknowledging a probable optical-cycle reset later in the year.
Northrop Grumman and Polish arms maker Niewiadow-PGM have agreed to jointly produce 155-mm artillery shells in Poland with a targeted output above 180,000 rounds per year. Production is slated to begin inside this year and will serve U.S., Polish and broader European demand, with potential sales to Ukraine not ruled out. The collaboration is intend…
B.Riley has lowered its 12-month price target for Builders FirstSource (BLDR) from $29.00 to $22.00, a 24% reduction, while keeping a Buy rating. The firm updated its target on Wednesday, February 11, 2026. Builders FirstSource shares are trading at $125.16 and sit between analyst targets ranging from $95 to $150. Several other brokerages have also…
The Bank of Canada left its policy rate at 2.25% following a January 28 meeting, citing a more turbulent international environment driven by unpredictable U.S. trade actions, heightened geopolitical tensions and threats to central bank independence. Domestic conditions show softer labour markets and weak business investment, prompting officials to …
Apple's stock pared earlier gains after reports that development problems with a major Siri upgrade could delay some features originally planned for iOS 26.4. The company is reportedly reallocating capabilities to subsequent updates, which may move certain items to iOS 26.5 or iOS 27. Investor reaction remained muted, with shares still showing a mo…
Brazil's federal audit court, TCU, has finished a technical examination of the central bank's role in the liquidation of Banco Master and identified no reservations or recommendations about the regulator's conduct, according to a source familiar with the matter. The findings were shared in restricted form with some central bank staff but the underl…
Canaccord Genuity trimmed its price target on Shopify to $165 from $185 but left its Buy recommendation intact, citing persistent momentum in the business alongside investor questions about AI-driven disruption in software. The firm points to strong recent revenue growth and solid liquidity, while valuation measures remain elevated following the la…
The United States will resume paying at least part of what it owes the United Nations in the coming weeks while maintaining pressure for organizational reforms, the U.S. ambassador to the U.N. said in Geneva. The move follows a year of withdrawals from U.N. entities and large cuts to voluntary funding under the Trump administration, leaving the U.S…
BofA Securities reduced its price objective for Avantor Inc. to $11 from $13 while retaining a Neutral stance after the company issued softer-than-expected fiscal 2026 guidance. The adjustment follows fourth-quarter results that met EPS and beat revenue estimates but left investors concerned about the outlook, prompting a sharp intraday sell-off.
Morgan Stanley increased its price objective for Kornit Digital Ltd. (KRNT) to $17.00 from $15.00 while maintaining an Equalweight rating. The new target remains below the stock's recent trading level of $17.68. The firm cited "clear progress" in the company’s recent operating results, including stronger execution, accelerating impressions growth a…
The Federal Reserve is conducting a comprehensive review of all 'matters requiring attention' (MRAs) previously issued by bank examiners to determine whether they meet a tighter standard centered on material financial risk. The effort, part of a broader revamp of supervision, may reclassify some MRAs as non-binding observations and sets timelines f…
Generac (GNRC) ripped to a 52-week high intraday on heavy volume despite a modest Q4. Fundamentals remain intact: $12.7B market cap, 2026 EPS roughly $5.33, EV/EBITDA ~17.3 and healthy free cash flow. This trade targets a momentum continuation while protecting capital against a classic post-run pullback.
UG Solutions, a North Carolina-based security firm that deployed armed veterans to protect Gaza aid sites last year, said it has submitted proposals and is in talks with the U.S.-led Board of Peace about potential work in the enclave. The company, which provided guarded sites for the Gaza Humanitarian Foundation (GHF) and faced United Nations censu…
LA28’s executive committee said it reviewed email exchanges between chairman Casey Wasserman and Ghislaine Maxwell that were published by the U.S. Justice Department and concluded, with outside counsel, that the interactions did not exceed what is already publicly documented. The board voted for Wasserman to remain as chairman to lead preparations …
U.S. defense officials have directed preparations for a second aircraft carrier strike group to head to the Middle East as planners ready options tied to possible action against Iran. No formal deployment order has been issued, and Pentagon officials said timetables remain subject to change. If sent, the additional carrier would operate alongside t…
BTIG lowered its price objective on Unity Software (U) to $41 from $60 while keeping a Buy rating following the company’s decision to discontinue its ironSource advertising operations. The new target remains materially higher than the current share price, and the analyst firm highlights a tradeoff between near-term revenue headwinds and improved pr…
Toyota looks set to increase spending to catch up on AI-enabled driving systems and electrification after a recent management shake-up. The stock trades cheaply on a 12.6x P/E with a $374B market cap, technical momentum intact, and a 2.36% yield. We lay out a concrete long trade for investors who want exposure to a quality automaker undergoing a st…
Representative Ro Khanna, newly the ranking Democrat on the House Select Committee on China, said he is open to permitting sales of older-generation Nvidia chips to China once the United States secures a multi-year technological lead, while maintaining restrictions on the most advanced processors. His stance departs from his predecessor's oppositio…
