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.
Morgan Stanley's recent conference highlighted a shift in enterprise AI spending from speculative tools to structured infrastructure that embeds governance and determinism. Panelists and executives emphasized targeted, production-ready use cases such as software development and information retrieval, and described differentiated value propositions …
RTX (RTX) is trading near multi-month highs as geopolitical risk and steady commercial programs drive demand. The company generates strong free cash flow and carries a defensible franchise across engines, avionics, sensors and missiles. We lay out an actionable long trade with entry, stop and target, plus catalysts and what would change our view.
Advanced Micro Devices is positioned to capture meaningful share and revenue upside from AI servers, PC Copilot+ chips, and large cloud deals. Valuation is rich versus history but justified by accelerating free cash flow, low leverage, and high-quality product momentum. We upgrade to a bullish trade with a clear entry, stop and target for a 180-tra…
Daniel M. Pope, a director at Tyler Technologies Inc (NASDAQ: TYL), sold 500 shares of common stock on March 2, 2026 for $355.399 per share, totaling $177,699. The stock has since risen to $367.57, a 9.6% gain over the past week but remains down 34% over six months. Tyler reported fourth-quarter 2025 results that missed analyst expectations on both…
Ceribell, Inc.'s Chief Technology Officer Raymond Woo executed a sale and an option exercise on March 2, 2026, selling 11,112 shares for roughly $202,838 while simultaneously acquiring 11,112 shares via option exercises for $48,605. The company's shares have risen 42% over six months and trade below Woo's sale price. Ceribell also received FDA Brea…
Tesla's UK deliveries dropped 45.2% in February to 2,208 units, while Chinese rival BYD increased shipments 40.9% to 968 vehicles, according to New Automotive. Year-to-date Tesla volumes are down 5%, and the maker also recorded declines in several other European markets. Battery-electric vehicles made up a quarter of UK car sales in February as ove…
Passengers stuck across Gulf aviation hubs are living on uncertainty, waiting for late-night calls that could secure a seat home. Even when flights are confirmed, relief is fragile until aircraft clear Emirati airspace. With airports operating well below normal levels, travellers are weighing long overland journeys and sharing real-time updates in …
A senior Goldman Sachs executive warned that uncertainty around how artificial intelligence will reshape business models is likely to make lenders more cautious when setting risk appetites over the coming months and years. Those concerns have moved beyond equities into credit markets and are affecting the ability of companies in the sector to raise…
A senior Goldman Sachs executive warned that uncertainty around how artificial intelligence will reshape business models across industries will complicate lending decisions over the next two years. Mahesh Saireddy, co-head of Goldman Sachs Capital Solutions Group, said at a New York conference that the disruption extends beyond software and will ma…
Volkswagen’s revived Scout Motors brand has collected more than 160,000 orders for its first model, with 87% of customers choosing an extended-range hybrid (EREV) rather than a battery-only variant. Scout CEO Scott Keogh said prototype production will begin this year at a South Carolina plant under construction and that customer deliveries are expe…
Strathcona Resources (STHRF) trades at a low P/E and near-book valuation while showing bullish technicals and a 3.6% yield. We like a long position sized for conviction over a long-term trading horizon as the company scales thermal and EOR production and market sentiment normalizes.
Amy Rochelle Davis, Cummins Inc. vice president and president - Accelera and Com, sold 4,004 shares on March 3, 2026, for $2.27 million in six transactions, lowering her direct holdings. The transaction coincides with robust fourth-quarter results and a flurry of analyst price-target revisions following the earnings release.
Kirby Corporation Executive Vice President and CFO Raj Kumar sold 3,000 shares of company stock on March 2, 2026, at a weighted average price of $132.70, generating proceeds of $398,099. The transaction occurred while KEX shares were trading close to a 52-week high. Kirby's latest quarter showed an EPS beat but a revenue shortfall, and the company …
Christian G. O’Neil, President and COO of Kirby Corp (NYSE:KEX), sold 11,287 shares on March 2, 2026, for roughly $1.49 million at a weighted average price of $132.34. The transaction occurred while the stock is close to its 52-week high and after the company reported fourth-quarter 2025 results that beat EPS expectations but fell short on revenue.…
As U.S. and Israeli strikes on Iran have prompted retaliatory missile and drone launches across the Gulf, the United States faces competing demands for the PAC-3 Patriot interceptors that Ukraine relies on to shield critical infrastructure. Production volumes, existing stockpiles in Gulf states, and ongoing Russian missile strikes on Ukrainian ener…
Randian Capital on Tuesday released an activist dossier pressing DocuSign Inc to sharply reduce spending, automate operations with AI and reshape governance. The New York-based investor argues that a post-AI efficiency push - modeled on recent cuts at Block Inc. - could lift margins, double EPS within two years and restore the stock to a higher val…
Recent changes to U.S. import levies have prompted retailers to revisit sourcing, pricing and margin strategies as consumers continue to exhibit cautious spending. Companies from apparel to electronics report continued disruption from tariff volatility, with some firms explicitly folding revised rates into forecasts while others focus on supplier t…
International Seaways (INSW) sits near its 52-week high after a dramatic recovery from last year's lows. The company combines steady cash generation, a manageable debt load and an active capital-return policy. That mix supports a directional long with disciplined risk controls: enter near current levels, use a hard stop under the mid-$60s, and targ…
Epic Games announced that Fortnite will be available again on the Google Play Store worldwide after Google adjusted its app store policies to give developers more flexibility over billing and lowered some in-app purchase fees. The move follows a settlement between Epic and Google and comes after Fortnite had already returned to the U.S. Play Store …
Varkey Johnson, Waste Management's senior vice president and chief information officer, sold 617 shares of company stock on March 3, 2026, for $150,628 at $244.13 per share. The sale occurred close to the stock's 52-week high. Waste Management reports a P/E ratio of 36.2 and a market capitalization of $98 billion, and an InvestingPro analysis lists…
Chancellor Rachel Reeves has dropped plans to bring forward the end of the North Sea windfall tax after a recent surge in oil and gas prices tied to conflict in Iran. The Energy Profits Levy remains scheduled to expire in March 2030 as ministers continue consultations with industry groups and major producers.
BCA Research has formally upgraded Canadian and Australian equity positions to overweight and moved its currency allocations to favor the Canadian and Australian dollars, citing the effective closure of the Strait of Hormuz and the resulting change in global trade terms. The firm also increased its allocation to tail-risk hedges to a "max overweigh…
Michele Lau, McKesson Corp's Executive Vice President and Chief Legal Officer, sold 2,725 shares on March 2, 2026, for $990.00 per share, totaling $2,697,750. The transaction was made under a Rule 10b5-1 plan adopted August 19, 2025. McKesson recently reported third-quarter fiscal 2026 results that beat analyst expectations and saw a price-target i…
Expeditors (EXPD) looks like a classic cash-flow compounder that has been punished for a cyclical hit in ocean freight. With a market cap near $19.6B, roughly zero financial leverage, and $923M in free cash flow, the risk-reward supports a tactical long at current levels. This trade targets a recovery toward the 52-week high as AI and operational i…
Phusion Projects, the Chicago-based owner of Four Loko, is said to be exploring a sale of the canned alcoholic beverage brand with advisory support from JPMorgan. Sources indicate the process could value the brand at about $400 million. The move highlights the growth of ready-to-drink beverages even as overall U.S. beer, wine and spirits sales have…
