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.
Kaltura Inc. Chief Executive Officer Ron Yekutiel bought 43,550 shares of company common stock on March 20, 2026, spending $49,629 across trades priced between $1.06 and $1.22. The move comes as Kaltura shares trade near a 52-week low and after the company posted a notable fourth-quarter 2025 earnings beat, with EPS of $0.03 and revenue of $45.5 mi…
The yield on the 10-year U.S. Treasury eased on Monday after President Donald Trump said recent discussions with Iran had been "productive" and ordered a five-day postponement of strikes on Iranian energy infrastructure. Stocks rose and Brent crude fell back under $100 a barrel, while Tehran denied talks constituted a ceasefire.
Mizuho’s technology research team says Elon Musk’s proposed Terafab - a multistage effort to produce bespoke chips for Tesla, xAI and SpaceX - could reshape investor sentiment across wafer-fab-equipment suppliers. The bank highlights the project’s potentially vast energy and GPU requirements, an initial equipment spend penciled in for 2026, and a s…
The Kremlin said it is closely tracking a range of conflicting statements about developments in Iran and expressed a desire for the situation to be resolved peacefully and quickly. Kremlin spokesman Dmitry Peskov noted officials have observed many differing accounts, some of which contradict one another. The remarks coincided with U.S. President Do…
HENSOLDT (HAGHY) has been marked down with the broader defense swoon, but the company's backlog exposure, JV pipeline in additive electronics, and attractive entry near $8.75 make a tactical long compelling. We lay out a mid-term (45 trading days) trade with clear entry, stop, and target, plus catalysts and risk controls.
Bank of America has recommended selling the British pound against the US dollar at 1.3420, assigning a price target of 1.30 and a stop loss at 1.3850. The bank says the ongoing Middle East conflict is no longer being treated as short term, and it sees a negative shift in the UK rates-GBP correlation amid mounting fiscal and political pressure ahead…
Trading on Monday produced notable swings across market-cap tiers. Large-cap names including GE Vernova and Tesla pushed higher, while a handful of small-cap and biotech names posted declines. The session featured broad upside among mega-caps and mixed performance in small- and mid-cap names, with several individual companies drawing attention due …
Trican's recent execution—tight cost control, higher activity in core basins, and improved pricing on completion services—sets the stage for cash flow expansion. With limited near-term headline risk and a clear path to deleveraging, this trade targets a rebound backed by cash generation rather than multiple expansion. Entry $1.20, target $2.50, sto…
Tarsus Pharmaceuticals saw its stock rise after Grand Pharmaceutical Group won regulatory approval in China for TP-03, known as Xdemvy in the U.S., to treat Demodex blepharitis. The approval activates a $15 million milestone payment to Tarsus and highlights an addressable patient population of more than 40 million in Greater China. Tarsus remains e…
Clearwater Analytics (CWAN) is currently trading below the $24.55 per-share buyout price agreed with Permira and Warburg Pincus. With deal terms public, activist support in the shareholder base and limited near-term execution risk, a long arbitrage-sized position at the current market price offers a modest absolute return and ~17% annualized upside…
A director of Butler National Corp purchased 1,000 common shares on March 20, 2026, at $3.88 apiece, a $3,880 investment. The transaction occurs amid a 120% one-year gain for the stock and valuation metrics that present conflicting signals: a P/E of 12.84 and InvestingPro commentary that the stock is both trading at a low P/E relative to near-term …
Golar LNG (GLNG) combines long-duration charter backlog, operational FSRU/FLNG assets, and recent contract wins that make it a leveraged way to play higher LNG flows and rerouting after the Iran conflict. The company is capitalized at roughly $5.4B and carries near-term catalysts that can re-rate the stock, but leverage, negative EPS and project ex…
GlobalFoundries Chief Legal Officer Azar Samak L. sold 500 shares on March 19, 2026, for $20,795 under a Rule 10b5-1 trading plan. The company’s shares have risen to $44.39, a 30% six-month gain, while Mubadala priced a secondary offering of 20 million shares at $42 per share, raising $840 million; GlobalFoundries will not receive proceeds from tha…
A global smartphone poll from Morgan Stanley's AlphaWise unit indicates record next-12-month iPhone upgrade intent in the U.S. and China, even as the bank warns the broader handset market may face a difficult 2026. Analyst Erik Woodring said the results "at first blush" look positive for Apple but conceal pressure on the overall market. Morgan Stan…
GDS has cleared a series of operational boxes — C-REIT progress, a $385M DayOne monetization and apparent post-earnings strength that the market is treating as an EBITDA beat plus improving pricing power. At a $9.41B market cap and with technicals showing bullish momentum, we lay out a mid-term trade: entry $43.20, stop $40.50, target $48.00 (about…
Japan Post Holdings Co., Ltd., identified as a ten-percent owner of Aflac Inc. (NYSE: AFL), sold 10,100 shares of Aflac common stock on March 19, 2026, according to a Form 4 filing with the Securities and Exchange Commission. The two transactions generated $1.08 million in proceeds. Aflac reported mixed fourth-quarter 2025 results, with earnings pe…
Jerónimo Martins looks increasingly exposed to margin compression from intensified competition in Poland, normalization of consumer spending patterns, and promotional mix shifts. We recommend a tactical short with a mid-term horizon to capture an anticipated re-rating as margins reset.
Major Middle Eastern airlines have seen operations severely curtailed after the Iran conflict produced drone and missile activity across the Gulf. State-backed carriers grounded flights following initial strikes on Iran on February 28 and have only partially restored capacity since, while the disruption has pushed up costs, reduced passenger demand…
Bank of America strategists, including Adarsh Sinha, now expect the euro to weaken against the U.S. dollar in the near term—revising their EUR/USD forecast to 1.14—before regaining strength later in the year toward a 1.20 year-end target. The revision reflects altered macro assumptions following the Middle East conflict and related energy supply di…
Thomson Reuters (TRI) has been punished this year even as its core Legal, Tax & Accounting, and Corporate content businesses continue to produce recurring revenue and pricing power. At a $40.3B market cap, 2.6% yield and a trailing P/E near 28, the stock looks mispriced relative to the durability of its cash flows and the optionality in AI-enabled …
Stifel upgraded Valvoline to Buy from Hold, arguing that a recent pullback in the stock and the company’s pricing levers leave rising base oil and gasoline costs largely reflected in the share price. The firm set a $42 price target and highlighted finished lubricants as a modest portion of revenue, a long streak of same-store sales gains, and poten…
Rubrik just delivered a quarter that beats on revenue and EPS, and its free cash flow is accelerating. The market has punished software names on AI disruption fears, but Rubrik's data-resilience positioning and a $238M quarterly free cash flow print argue for buying the pullback. This trade plan defines entry, stop and target for a mid-term window …
Federal Reserve Governor Stephen Miran said it is too soon to determine how the recent spike in oil prices will affect the U.S. economy over the 12-month horizon that matters for monetary policy. He maintained his stance that softer job market conditions justify additional rate cuts, noting he dissented at the Fed's recent meeting and now expects f…
Starfighters Space Inc began trading on the NYSE American in December 2025. Its shares have fallen about 38% year-to-date from an initial post-IPO peak. Newly appointed CEO Tim Franta, who previously led development of the STARLAUNCH air-launch system, described the company’s operational focus on two mission classes - supersonic atmospheric test fl…
Bank of America raised price targets and upgraded near-term revenue forecasts for Dell and Sandisk after supply-chain checks in Asia showed strong demand for AI servers and a tightening NAND market. The bank increased its Dell AI-server revenue outlook and bumped its price target, while citing robust NAND pricing and customer interest in long-term …
