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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.
BMO Capital has increased its price target for SLB to $55 from $53 while keeping an Outperform rating, following Schlumberger's fourth-quarter 2025 results that beat both BMO and consensus revenue and EPS forecasts. The firm raised its 2027 earnings estimates and highlighted drivers such as deepwater operations, data centers and activity in Venezue…
BTIG has reaffirmed a Neutral rating on Upstart Holdings Inc following reported improvement in the company’s credit indicators during the fourth quarter of 2025. The firm highlighted stronger monthly credit data in October and November and steady December trends, and said the Upstart Monthly Index moved back into a 1.4-1.5 range. Despite material r…
BofA Securities raised its price target on SLB to $55 from $50 and reiterated a Buy rating, reflecting an improved outlook for international revenue driven by strength in regions such as the Middle East and Saudi Arabia. The bank raised its EBITDA estimates for 2026 and 2027, citing synergies from the CHX acquisition and digital growth that could o…
On Jan 26, gold climbed to an unprecedented $5,100 per ounce, sending shares of major gold producers higher in premarket trading. The metal's sharp rise, driven by safe-haven demand, central bank buying and expectations of easier U.S. monetary policy, has pushed gold up about 64% in 2025 and more than 18% so far this year, boosting miners' revenues…
Jan 26 - Markets face a busy week with the Federal Reserve's policy meeting, a truce in transatlantic tensions over Greenland, major tech earnings from several U.S. and South Korean giants, political turbulence in Japan ahead of a snap election, and a raft of emerging market rate announcements. Investors will be watching for signals on policy direc…
Jefferies’ latest review of European capital goods coverage shows a clear predominance of buy recommendations across its universe, though the firm has trimmed ratings on select short-cycle industrial names in response to subdued industrial volumes and contracting manufacturing PMIs. The brokerage’s favored stocks for 2026 still include a cluster of…
The U.S. Securities and Exchange Commission has agreed to drop its enforcement action against the cryptocurrency exchange now known as Gemini Space Station after investors in its Gemini Earn lending program obtained a full in-kind return of their crypto assets via the Genesis Global Capital bankruptcy process between May and June 2024. The dismissa…
Wolfe Research cut its rating on Public Storage (NYSE: PSA) from Outperform to Peerperform, citing expectations that the stock could remain rangebound until clearer signs of earnings acceleration emerge. The company is trading at $282.63 with a price-to-earnings ratio of 29.49. Recent quarterly results showed an earnings-per-share beat but a sizabl…
Wolfe Research downgraded CubeSmart from Outperform to Peerperform, citing an expectation that shares may remain flat until clearer evidence of future growth appears. The REIT is trading near its fair value and recent analyst moves show a mix of cautious stances and continued conviction about longer-term prospects.
Recent industry checks from Wolfe Research point to robust commercial momentum at PTC Inc ahead of its February 4 earnings release, with multiple analysts raising forecasts and company metrics reflecting solid profitability and revenue growth. The broader security technology market produced uneven outcomes in the quarter, with particular strength i…
Jefferies has reiterated a Buy rating on McDonald’s (NYSE: MCD) and maintained a $360 price target ahead of the company’s fourth-quarter earnings. The investment bank projects modest U.S. same-store sales growth and slightly below-consensus fourth-quarter EPS as it factors tax and interest assumptions into its model. Independent transaction and foo…
Stifel has trimmed its price target on Microsoft to $520 from $640 while keeping a Buy rating, citing anticipated operating margin compression across fiscal 2026 driven by lower gross margins and higher operating costs tied to AI talent and compute. The firm still expects above-consensus Azure growth, and other major banks continue to hold bullish …
Wolfe Research upgraded National Storage Affiliates Trust (NYSE: NSA) from Underperform to Peerperform, citing indications that the self-storage REIT's earnings may be stabilizing after multiple years of decline. The firm removed its price target in line with its Peerperform policy. NSA currently trades at a high P/E relative to peers but continues…
European Union governments have granted final approval to legislation that will outlaw imports of Russian gas by set deadlines, turning the bloc's political commitment into binding law. The measure passed despite opposition from two member states and an abstention, and includes staggered cutoffs for liquefied natural gas and pipeline deliveries, pl…
A potent winter storm across much of the United States prompted thousands of flight cancellations and hundreds of delays, while heavy snow, freezing rain and strong winds created dangerous travel conditions and left more than 820,000 customers without power in multiple states, officials said early Monday.
China’s defence ministry announced that Zhang Youxia, vice-chairman of the Central Military Commission (CMC) and a member of the Communist Party Politburo, is under investigation for suspected serious violations of discipline and law. Liu Zhenli, the CMC’s Joint Staff Department chief of staff, is also being probed. The move marks the most prominen…
Jefferies has trimmed its price target on Sempra Energy to $89 from $95 while keeping a Hold rating, pointing to litigation involving Southern California Gas and shifts in California cost-of-capital assumptions. The move comes as the stock trades near the new target and follows a quarter in which Sempra beat expectations on both earnings and revenu…
Jefferies has reiterated its Underperform rating and a $75.00 price target on Starbucks (SBUX) ahead of the company’s fiscal Q1 results and an upcoming Analyst Day on January 28-29. The firm flagged an 'unsupported rally' in the shares and highlighted risks to margins and same-store sales, citing labor reinvestment, a new Assistant Store Manager pr…
Jefferies has maintained a Buy rating on Wingstop and left its price objective at $350.00, signaling substantial upside from the current share price of $271.39. The broker expects earnings and EBITDA to be roughly in line with consensus even as it anticipates negative same-store sales for the fourth quarter. Other analysts have also adjusted their …
Jefferies trimmed its price objective on Eversource Energy to $57 from $60 and retained an Underperform rating, pointing to continued balance sheet repair needs and renewed regulatory scrutiny in Connecticut. The firm highlighted weak near-term growth prospects and stretched financial metrics, while other analysts also adjusted estimates after Conn…
RBC Capital raised its price target on SLB to $54 from $51 and kept an Outperform rating after the oilfield services provider reported fourth-quarter 2025 results that modestly beat Street forecasts. Management’s 2026 guidance is in line with consensus but skewed toward the second half as the company expects gradual upstream improvement led by Lati…
Carpenter Technology (CRS) sits in a high-performance metals niche that benefits disproportionately when aerospace and defense demand tightens. With the stock near $335 and close to its 52-week high, the setup is a momentum-friendly buy - but you need a defined stop because the valuation is no longer forgiving. This trade idea targets a continuatio…
Morgan Stanley’s analyst previews signal a notably improved tone for Europe’s fourth-quarter earnings season, with a pronounced bias toward upside beats on key performance indicators. The firm raised its year-end 2026 MSCI Europe target and identified nine stocks that score highly on its combined earnings-preview framework, while cautioning that co…
Evercore ISI has maintained an Underperform rating and a $330 price target on IBM ahead of the company’s fourth-quarter results scheduled for January 28. The firm expects revenue and earnings roughly in line with consensus, driven by Infrastructure strength and Consulting, while cost savings and forthcoming 2026 guidance are likely to shape investo…
Evercore ISI has reaffirmed an Outperform rating and a $150.00 price target on Uber Inc., citing stable marketplace fundamentals and the potential upside from successful autonomous vehicle (AV) participation. The target implies an 82% increase from the stock's current price of $82.31 and sits above InvestingPro's Fair Value estimate, which indicate…
