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.
Bank of America has sharply raised its projection for Taiwan's 2026 economic growth to 8% from 4.5%, attributing the revision to a powerful export-led surge in the fourth quarter of 2025. Economists at the bank say the move reflects more than a short-term revaluation, pointing to enduring optimism around technology-driven expansion underpinned by A…
Dell’s Infrastructure Solutions Group is benefiting from sustained data-center spending and sovereign AI deployments, producing cash flow and valuation support even as the Client Solutions Group lags. The setup favors a disciplined mid-term long: entry near $121.50, stop at $114.00, target $140.00. Catalysts include continued enterprise AI spend an…
Zimmer Biomet reported fourth-quarter sales and adjusted earnings that beat Wall Street expectations, driven by continued demand for hip and knee implants and stable procedural volumes. The company raised revenue guidance for the year but provided 2026 profit guidance slightly below analysts' consensus, citing a near-term drag from changes to its U…
Polyrizon Ltd. shares rose about 2% in premarket trading after the Israel-based, pre-clinical-stage biotechnology company disclosed a non-binding memorandum of understanding to acquire a 51% stake in Arrow Aviation. The proposed deal would involve a cash investment of roughly $5.8 million, the transfer of a Hawker 800 aircraft valued at $3.5 millio…
Morgan Stanley left its Equalweight rating and $415 price target on Tesla (TSLA) after the electric automaker signaled plans to add 100 GW of solar manufacturing capacity. The firm sees the move as consistent with CEO Elon Musk's broader energy ambitions and estimates a potential $20-$50 billion equity value uplift to Tesla's Energy business at ful…
Incyte projected 2026 sales well below analyst expectations, citing Opzelura underperformance even after a strong fourth quarter. The company also provided Jakafi sales guidance that tops estimates but highlights looming patent expiration risks for its top-selling product in 2028. Shares slipped in premarket trading following the forecast.
Autozi Internet Technology (NASDAQ:AZI) said it has closed a negotiated purchase of roughly $1.87 billion in digital assets for $1.1 billion from an unnamed global crypto-asset institution. The company framed the transaction as a discounted acquisition executed during a period of market adjustment, and announced a broader strategic partnership to d…
Yext, Inc. said it will conduct a modified Dutch auction to repurchase up to $180 million of its common stock, offering $5.75 to $6.50 per share in cash. The announcement prompted an 11% intraday increase in the company's shares. The offer is set to expire on March 12, 2026, unless extended or terminated, and is designed to provide stockholders wit…
Needham raised its price target for ON Semiconductor to $72 from $68 and retained a Buy rating following an earnings beat and stronger-than-expected next-quarter EPS guidance. The firm cites expected gross margin expansion tied to the company's 'Fab right' strategy, improving factory utilization, and a growing gallium nitride (GaN) product pipeline…
Oppenheimer upgraded Unity Software (NYSE: U) from Perform to Outperform and set a $38 price target, arguing that AI-related fears are misplaced and that improving fundamentals — including re-acceleration in the Grow segment and disciplined cost control — are not reflected in the stock price. The move comes amid sharp YTD declines in Unity shares a…
Microsoft's combination of scale across cloud, productivity, and platform software positions it to capture the consolidation wave as customers standardize on fewer, AI-capable enterprise stacks. The fundamentals - $3.07T market cap, $77.4B free cash flow, 30% ROE - support a long trade targeting a P/E re‑rating to mid-30s multiples if consolidation…
UBS moved the U.S. Information Technology sector to neutral, warning that recent gains conceal growing risks tied to hyperscaler capital expenditure and lingering uncertainty in the software landscape. The bank said hyperscaler capex could hit $700 billion this year - a more than fourfold rise over three years - and noted that this investment pace …
Uber sits between two narratives: a cash-generative platform with attractive unit economics and a growth story that still needs visible proof on margins, international integration and autonomous commercialization. Technicals show short-term weakness but fundamentals (free cash flow $8.66B, market cap $153.6B, P/S 3.1) give a base for a mid-term swi…
Israeli strikes and gunfire killed five Palestinians across Gaza on Tuesday, according to health officials and medics, marking fresh violence that has further weakened a U.S.-brokered ceasefire. Attacks occurred in central, southern and northern Gaza, and followed a separate clash in Rafah a day earlier that left four militants dead. The flare-up h…
Jefferies is maintaining a Buy rating and $860 price target on AppLovin (APP) after a steep year-to-date decline, arguing the pullback overstates near-term risks and creates an attractive entry given the companys growth trajectory and expected upside into Q4 results. Analysts led by James Heaney point to limited fundamental damage from recent marke…
Citi Research has downgraded Nordex SE (ETR:NDXG) to "neutral" from a prior recommendation, pointing to valuation concerns even as it expects earnings to exceed consensus. The German wind-turbine maker has logged a powerful 2025 rally and robust order momentum, but Citi says current multiples - roughly 15x 2027 P/E and 8x EV/EBITA on its forecasts …
Evercore ISI lowered its price target for Sprouts Farmers Market (SFM) to $83 from $130 and placed the stock on its Underperform TAP List with a near-term fair value of roughly $60, suggesting an 8-12% downside into the company’s fourth-quarter earnings on February 19. The firm pointed to a choppy consumer backdrop and difficult early-year comparis…
Evercore ISI lowered its price target for Energizer to $28 from $30 while keeping an Outperform rating, highlighting the battery maker’s uneven quarterly demand driven by weather and holiday seasonality. The firm notes private label gains have mainly affected Duracell, not Energizer, and points to inventory tightening that produced an 8% North Amer…
Credo Technology's sharp pullback cleared froth near the 52-week high and left a high-conviction entry zone. Strong fundamentals - triple-digit revenue growth, positive free cash flow and a clean balance sheet - back a long trade with clear stop placement and two realistic upside targets. This is a mid-term trade (45 trading days) with defined risk…
Canaccord Genuity reduced its 12-month price target for Pagaya Technologies to $32 from $39 while keeping a Buy rating. The company reported modestly lower sequential network volume but year-over-year growth, strong liquidity and improving profitability metrics. Quarterly EPS beat expectations but revenue missed forecasts, and other analysts trimme…
Guggenheim increased its price target on Praxis Precision Medicines to $800 from $760 and kept a Buy rating, pointing to a large, underpenetrated market for ulixacaltamide in essential tremor. The firm models about $6 billion in U.S. peak sales for the drug, while other analysts have raised price targets sharply. Shares trade notably above a Fair V…
H.C. Wainwright has reaffirmed a Buy rating and a $12.00 price target on Knightscope Inc (NASDAQ:KSCP), highlighting potential acquisitions as a central component of the company’s near-term growth plan. The firm points to the company’s decision to retain a buy-side investment bank and believes a transaction could occur as early as this year. Knight…
H.C. Wainwright has reiterated a Buy rating on Opko Health with a $3.00 price target, citing progress in the company’s biologics collaborations. The target implies nearly 146% upside from the stated $1.22 market price and aligns with a consensus Buy rating that lists targets from $1.60 to $8.50. Recent partnership developments with Entera Bio and u…
Canaccord Genuity raised its price target on Sally Beauty Holdings to $20 from $19 and kept a Buy rating following the company's fiscal 2026 first-quarter results. The upgrade follows modest sales growth, an EPS beat, stronger-than-expected adjusted EBIT margins, and a decision by management to broaden its store remodel program.
Needham has maintained a Hold rating on Chegg following the company’s fourth-quarter 2025 results, which outperformed lowered expectations. The research house noted a strategic pivot toward business-to-business growth in the Chegg Skilling unit while treating legacy Chegg Study mainly as a cash generator. Despite strong gross margins, Needham said …
