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 U.S. Treasury Department announced it has terminated all 31 contracts it held with Booz Allen Hamilton, valued at $21 million, accusing the firm of failing to protect sensitive information including taxpayer data accessed through work for the Internal Revenue Service. The move follows the conviction and 2024 sentencing of former contractor Char…
Morocco's stock market closed lower on Monday, with the Moroccan All Shares index sliding 1.39% to a fresh one-month low. Sector declines in Utilities, Banking and Mining drove the market down; several companies registered double-digit directional moves during the session. Commodities and currency markets showed mixed moves, while the US Dollar Ind…
Bernstein has reaffirmed an Underperform rating and a $85 price target on Deckers Outdoor ahead of the retailer's fiscal third-quarter earnings report scheduled for January 29. The firm points to slowing growth and weakening brand momentum for Hoka and Ugg, and its forecasts assume margin pressure not fully captured in consensus estimates. Other br…
Bernstein has reaffirmed an Outperform rating and an $84.00 price target on Hershey Co., underscoring cocoa input cost uncertainty as the primary variable for near-term profitability. The firm models higher cocoa prices through 2025 and, after accounting for volume losses tied to aggressive price increases in 2025, arrives at more conservative 2026…
Bernstein SocGen Group retained an Outperform rating and an $84.00 price target for Mondelez International (MDLZ), implying roughly 43% upside from the current share price of $58.66. The firm’s note examines the company’s cocoa cost exposure relative to peers, the role of cocoa butter inflation in 2024, and management’s likely approach to any futur…
Bernstein reduced its price target for Grab Holdings Inc. to $5.80 from $6.60 while retaining an Outperform rating, reflecting expected margin pressure as the Southeast Asian technology group invests to broaden its total addressable market. The firm trimmed calendar year 2025-2026 net income forecasts by 2-5.6% to account for the near-term effect o…
Raymond James analysts say geopolitical risk is still high despite a temporary calming of the Greenland dispute. In a Monday note, the firm highlights five themes likely to influence markets: the Greenland episode, Iran-related military buildup, Japan's surprise snap election and resulting government-debt moves, new U.S. seabed-mining policy and a …
Shopify has been hit hard recently, but the bear case is starting to lose force as the company’s balance sheet stays clean, cash generation remains meaningful, and AI-led commerce tooling becomes a practical driver instead of a buzzword. With RSI near washed-out levels and price well below key moving averages, this is a rebound trade idea, not a va…
Bernstein SocGen Group reaffirmed an Outperform rating and a $100 price target on Starbucks (SBUX) ahead of the company’s investor day, forecasting a sequential acceleration to 3.3% same-store sales growth in fiscal first quarter 2026 versus a consensus 1.8% estimate. While the firm views the company’s strategy as sound and early indicators as supp…
Stifel raised its SLB price target to $56 from $52 and kept a Buy rating after the oilfield services company reported stronger-than-expected fourth-quarter 2025 results. Management’s comment that "the worst is likely behind us" aligns with Stifel’s view that the downward estimate revision cycle is ending, with growth anticipated in the second half …
Piper Sandler raised its price target on 1st Source (SRCE) to $83 from $80 and kept an Overweight rating, citing a better-than-expected fourth quarter driven by stronger net interest income and margin expansion. The firm increased EPS forecasts for 2026 and 2027 and highlighted solid balance sheet metrics, while other banks also adjusted targets fo…
Bernstein SocGen Group has reiterated an Outperform rating on ASML and set a $1,642 price objective ahead of the company's earnings scheduled for Wednesday, January 28. The firm points to import data and elevated expectations for bookings as evidence the quarter may beat consensus revenue estimates, while several other brokerages have recently adju…
Jones Trading upgraded Orion Office REIT Inc (ONL) from Hold to Buy and established a $3.00 price target following the REIT's initiation of a strategic options review and a cooperation agreement with its largest shareholder, The Kawa Fund Limited. The analyst house estimates a fourth-quarter 2025 NAV of $5.04 per share and cites near-term balance s…
Shares of InMode Ltd. climbed Monday after reports that the company is in advanced negotiations to be acquired by a foreign investment fund for roughly $1.1 billion. The reported price would represent a notable premium to the company's current market value and, if completed, would take the firm private and lead to delisting.
Google has reached a proposed $68 million settlement in a class action that accused its Google Assistant of improperly recording and sharing private conversations after misinterpreting wake words. The agreement, filed in federal court in San Jose, awaits approval by U.S. District Judge Beth Labson Freeman and applies to people who bought Google dev…
BlackRock TCP Capital reported a preliminary fourth-quarter 2025 net asset value (NAV) per share of $7.05 to $7.09, a drop from $8.71 at the end of the prior quarter. The company attributed the roughly 19% decline to issuer-specific developments concentrated in six portfolio companies. Non-accrual debt, leverage and a modest adviser fee waiver were…
Chancellor Friedrich Merz’s large-scale fiscal programme has raised hopes of a return to growth in Germany after two years of near stagnation. Economists expect a marked improvement in 2026 as spending measures gather force, but many of the structural reforms seen as necessary for a durable recovery have not been enacted. Slow federal decision-maki…
Shareholders have filed a proposed class action against Beyond Meat in Los Angeles federal court, alleging the plant-based meat maker hid the necessity for a substantial writedown while publicly stressing cost cuts and margin expansion. The company later recorded a $77.4 million impairment and reported a $112.3 million third-quarter loss, following…
KeyBanc Capital Markets upgraded Solventum from Sector Weight to Overweight, citing a valuation gap created by the medical technology group's recent underperformance. The firm set a $97 price target based on 14 times 2027 earnings and noted the stock currently trades at 11.4 times the same metric, placing it in the bottom quintile of peers. Broader…
Alphabet has pushed back toward its 52-week highs, and the tape is starting to reward large-cap AI-adjacent platforms again. With GOOGL trading around $331 and holding above key moving averages, the setup favors a continuation attempt toward the prior peak near $340. This trade idea lays out a defined entry, target, and stop, along with catalysts a…
Piper Sandler has reiterated an Overweight rating on Nektar Therapeutics (NKTR) with a $105 price target, citing strong induction data for REZPEG and ample liquidity to support clinical programs. The firm flagged durability of response and regulatory endpoints as primary considerations ahead of maintenance topline results anticipated in the first q…
Piper Sandler maintained an Overweight rating and a $16.00 price target on Ford, citing the potential for substantial earnings improvement in 2026 should the automaker reduce warranty-related costs. The firm highlights up to $2.8 billion of incremental EBIT versus 2025 and a $0.54 per-share EPS uplift as a scenario if quality trends meaningfully im…
Piper Sandler increased its price target on Independent Bank (IBCP) to $39 from $36 and kept a Neutral rating, citing a revised net interest margin outlook for 2026 and modest loan growth. The firm raised 2026 and 2027 EPS estimates and highlighted profitability metrics, while InvestingPro data flags a relatively high P/E and notes the company has …
Piper Sandler raised its price objective on Amerant Bancorp Inc to $25 from $22 and reiterated an Overweight rating, citing the bank's focus on stabilizing operations after completing a credit review and implementing efficiency measures. The firm noted a mixed Q4 2025 performance with revenue above expectations but a sizable EPS miss, and highlight…
Truist Securities reaffirmed its Buy rating and $99 price target on Revolution (NASDAQ: RVMD) following reports that acquisition talks with Merck stalled over price. The brokerage interprets the reported $30 billion figure as a validation of Revolution’s value, highlights management confidence in the clinical program, and says the company is well-f…
