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.
RBC Capital maintained its Sector Perform rating and $230 price target on Advanced Micro Devices (AMD) ahead of the company's scheduled earnings report. The bank's analyst expects AMD to top estimates and raise guidance on robust server demand and market share gains, but remains cautious on valuation, wafer supply constraints, and longer-term compe…
Benchmark reaffirmed a Hold rating on Canadian National Railway following a fourth-quarter earnings performance that topped analyst expectations. The company posted adjusted quarterly earnings of C$2.08 per share, sustained strong gross profit margins, and signaled a cautious full-year 2026 outlook with flat revenue ton miles and only modest expect…
RBC Capital reiterated an Outperform rating on Axsome Therapeutics (AXSM) with a $219 price target, placing emphasis on the commercial opportunity for AXS-05 in Agitation in Alzheimer’s Disease (ADA). The firm compared prescribing patterns for a competitor drug to assess market potential and flagged AXS-05’s safety and efficacy as competitive advan…
Craig-Hallum began coverage of Thermon Group Holdings (NYSE: THR) on Monday with a Buy recommendation and a $60 price objective. The research note highlights the company's transition away from primarily longer-cycle oil and gas exposure toward a more diversified and higher-margin portfolio, underscored by a Piotroski Score of 9 and recent strong qu…
RBC Capital reduced its price target for Autoliv, Inc. (NYSE: ALV) to $141 from $146 while retaining an Outperform rating. The move follows Autoliv's 2026 guidance, which RBC characterized as materially below consensus and featured a modest 1% outgrowth projection. The firm noted a favourable PEG and flagged a recent contract with a Chinese automak…
Capgemini announced it will sell its U.S. subsidiary, Capgemini Government Solutions (CGS), and begin a divestment process immediately after facing questions from French lawmakers over a contract CGS signed with U.S. Immigration and Customs Enforcement (ICE). The group said U.S. legal constraints restricted its ability to govern certain CGS activit…
Story - the AI-native blockchain powered by the $IP token - has moved the initial unlock date for previously locked tokens from February 13, 2026 to August 13, 2026. The decision, announced by PIP Labs (Pen Technology Inc.) to the Story Foundation, accompanies recent protocol changes that reduce locked-token staking rewards, lower staking threshold…
ASML's monopoly on EUV lithography is powering another leg of compounding: record Q4 orders (€13.2bn), 2026 guidance raised to €34-39bn and a €12bn buyback underpin growth and capital returns. Technicals show bullish momentum, but a steep valuation (PE ~51, PB ~24.7) and China exposure create near-term jolt risk. Trade plan: go long at $1426.74, ta…
Piper Sandler raised its 12-month price target for Eagle Bancorp (EGBN) to $27.00 from $23.00 while retaining a Neutral rating. The move follows stronger-than-expected fourth-quarter results and several balance-sheet improvements, but material levels of criticized loans and a negative return on assets leave the stock's valuation recovery conditiona…
Bank of America Securities has reaffirmed a Buy rating on Walt Disney Co. and maintained a $140.00 price target after the company reported fiscal first-quarter results that outperformed key analyst estimates. Revenue and adjusted EPS exceeded forecasts, but operating income declined year over year and free cash flow was negative. Management reitera…
Recent data on home equity extraction and HELOC activity points to a nascent improvement in remodeling-related spending, supporting stronger big-ticket comps at major home improvement retailers. Home Depot, Lowe's and Floor & Decor have shown varying degrees of recovery in higher-ticket transactions, and several analysts have adjusted ratings and t…
Jefferies reduced its price target for Aon Corp to $408 from $413 while retaining a Buy rating, following Aon’s detailed 2026 guidance. The adjustment reflects management’s projection of mid-single-digit or better organic growth and 70-80 basis points of adjusted operating margin expansion, plus updated expectations around AAU cost savings and asso…
Stifel reduced its price objective on ArcBest Corp to $94.00 from $96.00 while keeping a Buy recommendation after the carrier reported fourth-quarter 2025 results. The quarter produced an adjusted EPS of $0.36, short of the $0.42 estimate, yet operational metrics outperformed Stifel’s expectations and revenue modestly beat forecasts. Other brokerag…
Mizuho has reaffirmed an Outperform rating and a $33.00 price target for EyePoint, Inc. (NASDAQ:EYPT) despite the stock's notable year-to-date decline. The firm emphasized that the share weakness has not been driven by changes in company fundamentals and highlighted upcoming clinical readouts across the sector - including a competitor's Phase 3 Axp…
Jefferies increased its 12-month price objective for Manpower Inc. to $36.00 from $32.00 while retaining a Hold rating after the staffing firm posted quarterly revenue and EPS that outpaced consensus. Shares have rebounded sharply in recent trading. Jefferies highlighted regional dynamics - improvement in France and strength in Italy versus tougher…
Ondas Inc. said it has signed a definitive agreement to acquire U.K.-based Rotron Aero, a developer of unmanned aerial systems and autonomous platforms. The transaction, payable in a mix of cash and stock and subject to customary closing conditions and regulatory approvals, is intended to add long-range unmanned aerial vehicles, autonomous strike p…
Booking Holdings (BKNG) has drifted off recent highs and is trading below several moving averages with an RSI under 40. Fundamentals remain solid: high free cash flow, profitable operations and a market cap near $162B. For traders, a disciplined entry near $5,000 with a $4,850 stop and a $5,600 target offers asymmetric risk-reward over the next 45 …
Bank of America told clients that compute-oriented semiconductor equities may resume stronger gains as hyperscalers report constructive AI capital expenditure commentary. The bank identified three consistent messages from cloud providers, flagged a potential workload inflection around 2026 toward inference, and assessed leadership positions among N…
The U.S. House of Representatives moved on Feb. 2 to consider legislation intended to end a short-lived partial government shutdown that began over the weekend, with a final vote scheduled for Tuesday. Key agencies including the Pentagon and the Department of Transportation saw funding lapse on Saturday as lawmakers grappled with immigration enforc…
MoonLake Immunotherapeutics saw its shares jump in premarket trading after the FDA awarded Fast Track designation to sonelokimab (SLK) for moderate-to-severe palmoplantar pustulosis (PPP). The decision comes on the heels of positive Phase 2 LEDA results and recent FDA guidance that supports the company’s planned Biologic License Application (BLA) s…
KeyBanc has reiterated a Sector Weight rating on LyondellBasell Industries (LYB) after what it characterized as a difficult quarter. The firm pointed to weak results in Olefins and Polyolefins, a high dividend yield that far outpaces the company's free cash flow coverage, and uncertain MTBE spreads. Recent reported results showed an earnings-per-sh…
KeyBanc Capital Markets has maintained an Overweight rating on Murphy USA (MUSA) and left its price target at $460, citing higher fuel margins and rising store traffic in the fourth quarter. The target implies roughly 9% upside from recent prices. The firm has nudged up its Q4 EPS projection after internal checks showed cents-per-gallon above conse…
KeyBanc reaffirmed its Overweight rating and $255.00 price target on AppFolio following discussions with the company’s VP of Finance, citing confidence in average revenue per user expansion and several product initiatives that could underpin 2026 growth. The stock has weakened recently, and other analysts have adjusted price targets following AppFo…
KeyBanc Capital Markets reaffirmed an Overweight rating on Eastman Chemical and maintained a $74.00 price target, implying roughly 6.8% upside from the prevailing share price. The firm cited management’s guidance toward about $6.00 earnings per share in 2026 as achievable, while noting execution on productivity initiatives and successful new produc…
Sandisk surged after a blowout Q2 2026, driven by AI datacenter demand, strong gross margins and aggressive guidance. Valuation looks rich on multiples but justified by revenue acceleration and free cash flow. This trade idea lays out an entry at $590.00, stop at $540.00 and a target of $760.00 for a mid-term swing trade (45 trading days), with cle…
