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.
U.S. companies continue to describe tariffs as manageable, but comments during early earnings season suggest profit margins remain under pressure as some costs are passed to consumers. Retailers and manufacturers, from Amazon and Procter & Gamble to Fastenal and Tractor Supply, have reported rising prices in certain categories and cautious consumer…
Copart runs a scaled, online vehicle remarketing platform that monetizes the messy aftermath of accidents and write-offs. The stock has been rebuilding after a sharp drawdown from its 52-week high, while profitability and cash generation remain strong. With bullish momentum signals and a clean balance-sheet profile, the trade idea is a mid-term lon…
Goldman Sachs has initiated coverage of AAR Corporation (AIR) with a Neutral rating and a $121 price target, indicating about 15% upside from the stock's recent price of $105.66. The bank noted segments of above-market organic growth and margin improvement, but also highlighted that overall growth and profitability lag peer aerospace suppliers and …
Jefferies on Monday left its rating on PepsiCo at Hold and maintained a $164.00 price target, citing a challenging mix of portfolio adjustments, price moves and innovation efforts that must work alongside accelerated productivity programs as the company moves into 2026. The firm's forecasts sit modestly below Street estimates for next year, while o…
RBC Capital reiterated a Sector Perform rating and $18 price target on Sarepta Therapeutics (SRPT), pointing to decelerating uptake of the company's gene therapy ELEVIDYS and a cash position strained by ongoing negative free cash flow. Analysts differ on near-term sales expectations for ELEVIDYS and the broader commercial outlook, while preliminary…
Canaccord Genuity increased its price target on Illumina to $150 from $130 while retaining a Hold rating after the company posted preliminary fourth-quarter and full-year 2025 results that beat analyst estimates and FactSet consensus. Illumina is trading at $166.76, matching its 52-week high, and showed an 80.18% six-month price gain. Key operation…
UBS has initiated coverage of Ono Pharmaceutical Co., Ltd with a Buy rating and a JPY2,950 price target. The bank highlights the potential of ONO-4578 to offset anticipated revenue declines from Opdivo's patent expiration, while noting a projected core operating profit CAGR of -5% for fiscal years 2026-2033 and a solid balance sheet with a 9% free …
A California trial beginning this week will examine allegations that Meta Platforms, TikTok and YouTube contributed to a youth mental health crisis by designing apps that fostered addiction in a then-minor. The plaintiff, identified as K.G.M., seeks to hold the companies liable for depression and suicidal ideation she says developed from prolonged …
Leading pharmaceutical and smaller biotech companies described how artificial intelligence is already shortening labor-intensive drug development tasks such as finding trial participants and preparing regulatory documents. While the technology has yet to produce the next transformative therapeutic molecule, attendees at a major industry conference …
PEYUF is trading at $17.63, essentially matching its 52-week high, with bullish MACD momentum and the stock holding above key moving averages. This trade idea leans long: use the recent breakout as a line in the sand, look for follow-through into the next resistance zone, and frame risk around a pullback to the rising 20-day/50-day trend. The divid…
Barrick Gold’s plan to separate its North American assets into a standalone listing is contingent on approvals and capital commitments from joint venture partner Newmont, according to company documents and former Barrick executives. Newmont holds pre-emptive rights and consent provisions over transfers of the Nevada Gold Mines interest, and Barrick…
JPMorgan upgraded Rockwool to Overweight after concluding that a long-standing bear case tied to the company’s Russian exposure has largely played out. Analyst Zaim Beekawa set a December 2027 price target of 250 Danish krone, implying roughly 18% upside from the last close. The bank’s revised view arrives after the stock endured guidance downgrade…
Exxon Mobil’s natural gas subsidiary XTO Energy has opened a virtual data room to solicit buyers for select Eagle Ford assets in South Texas. The package spans roughly 168,000 net acres, includes over a thousand wells and is valued at more than $1 billion. Exxon is handling the marketing internally and says the move is part of an ongoing portfolio …
Raymond James increased its price objective on Customers Bancorp to $100 from $95 and kept a Strong Buy rating after the bank reported its fourth-quarter 2025 results. The firm pointed to continued business momentum, recent hires driving deposit growth and expansion of the cubiX payments platform as reasons for an improved outlook, even as the quar…
Raymond James raised its price objective on Travelers (TRV) to $330 from $310 and kept a Strong Buy rating after increasing operating EPS projections for 2026 and 2027. The firm attributes the improved outlook to higher expected net investment income, more aggressive share repurchases and more favorable prior-year reserve development assumptions, w…
Jefferies raised its price target on FirstEnergy Corp. (FE) to $49 from $48 and kept a Hold rating, identifying the company's upcoming fourth-quarter earnings call as a potential catalyst that could clarify capital-spend plans, rate base trajectory and transmission opportunities. The firm highlighted FirstEnergy's 2026 Core EPS guidance, a $6 billi…
William Blair initiated coverage of Xylem Inc. (NYSE: XYL) with an Outperform rating, highlighting the company’s position as a leading pure-play water technology provider. The research note emphasized Xylem’s broad portfolio across the water cycle, its sizeable installed base supported by thousands of service professionals, and mission-critical sol…
Raymond James increased its price target on Independent Bank Corp (INDB) to $94 from $84 and reiterated a Strong Buy rating following the bank's better-than-expected fourth-quarter 2025 results. The firm cited expanding core net interest margins driven by asset repricing and lower funding costs, plus loan growth, buybacks, and tight expense control…
Morgan Stanley moved Corpay Inc. (NYSE: CPAY) from Equalweight to Overweight and increased its price objective to $379 from $322, citing an expected trajectory of sustained mid-teens earnings per share growth and early indicators of a recovery in freight and trucking demand. The bank also downplayed the significance of stablecoin-related concerns f…
Morgan Stanley upgraded Neste Corp. to overweight from equal-weight and increased its price target to €25 from €18.80, pointing to renewable product margins that exceed consensus and a balance sheet poised to improve following heavy capital spending. The bank's revised margin assumptions for 2026, along with potential policy and regulatory drivers,…
An 8th U.S. Circuit Court of Appeals panel declined to grant the Justice Department's request to authorize arrest warrants for five more people tied to a Minnesota church demonstration, underscoring judicial resistance to the administration's aggressive prosecutorial push. A magistrate judge earlier approved charges against three alleged organizers…
Stifel has cut its recommendation on Computacenter PLC to Hold from Buy after the stock's strong recent performance pushed it close to what the broker views as fair value. The firm raised its price target to 3,584p from 3,000p on the back of upgraded revenue and profit forecasts and a healthy backlog, but said valuation now constrains upside.
Analysts at Morgan Stanley, including Michael Wilson and Andrew Pauker, say U.S. equities have recently become more sensitive to inflation-adjusted interest rates. Their note points to the rolling one-month correlation between the S&P 500 and real yields reaching its strongest inverse reading in four months, and they emphasize that while 3-6 month …
Raymond James increased its 12-month price target for Old Second Bancorp (OSBC) to $23 from $21 while sustaining a Strong Buy recommendation. The firm pointed to fourth-quarter results that showed net interest margin expansion from an already high base, controlled expenses and a 14.55% year-over-year revenue gain. Loan growth lagged, but analysts e…
Raymond James increased its price target on SLB to $57 from $52 and kept an Outperform rating after the oilfield services provider reported stronger-than-expected fourth-quarter results and notable free cash flow generation. The company beat quarterly EPS and revenue estimates, delivered approximately $2.3 billion in free cash flow for the quarter …
