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.
Bank of England Governor Andrew Bailey told lawmakers a cut to interest rates at the March policy meeting is a live possibility but would require more confirming evidence, after services inflation in recent data proved stickier than the central bank had forecast. The BoE expects headline inflation to drop toward its 2% target in April data due in M…
A sharp drop in PayPal shares has prompted unsolicited takeover interest and prompted the company to meet with banks, according to reports. Analysts say a break-up is plausible at current valuations and identify likely bidders for the company or individual assets such as Braintree and Venmo, while others question whether a buyer exists for the full…
Spectrum by Charter Communications is guaranteeing new customers who move their internet and at least two mobile lines from AT&T, T-Mobile or Verizon will save $1,000 in their first year. If the customer’s first-year savings fall short, Spectrum will credit the difference over the year. The offer includes access to Fiber-Powered Premier Internet, S…
CTS Corporation (CTS) designs and manufactures sensors, actuators and connectivity components for aerospace, industrial, medical and transportation customers. With a $1.55B market cap, positive free cash flow of $80.2M, low leverage and a 52-week range that still leaves upside to $65, we maintain an Overweight stance and propose an actionable long …
Waymo, a unit of Alphabet Inc., began offering commercial driverless ride-hailing in Dallas, Houston and San Antonio on Tuesday while also opening service in Orlando, Florida. The simultaneous multi-city launch marks the company's largest same-day expansion to the public; initial access will be limited to selected users who downloaded the Waymo app…
Cantor Fitzgerald trimmed its price objective on NuScale Power (SMR) to $20 from $55 while retaining an Overweight rating, pointing to active selling by Fluor Corp, possible at-the-market program pressure, and timeline delays tied to the RoPower announcement. The company holds more cash than debt but reported a negative EBITDA of $132 million. Mult…
Craig-Hallum raised its target for Ultra Clean Holdings to $100 from $35 and kept a Buy rating, citing an expected multiyear upswing in wafer fabrication equipment (WFE) spending driven by memory and leading-edge foundry logic. Management guidance, recent quarterly results, and commentary from other brokerages support a broadly constructive near-te…
Craig-Hallum cut its price target on EverQuote to $20 from $33 but kept a Buy rating, pointing to uncertainty over how insurance carriers will allocate marketing dollars despite EverQuote's outsized fourth-quarter results. Other brokerages followed with downward target revisions even as the company delivered sizeable revenue and earnings surprises.
Stifel reiterated a Buy rating and an $11.00 price target on Target Hospitality (TH) after the company disclosed a second 400-bed expansion at its data center workforce housing community. The new addition brings total capacity to about 1,050 beds and increases committed minimum revenue materially, while construction is already underway and completi…
Advanced Micro Devices jumped after unveiling a multi-year compute supply deal with Meta Platforms that includes warrants and large deployments of CPUs and GPUs beginning in the second half of 2026. Mizuho and some hedge funds expect the stock's rebound to fade over the next 48 hours, while other brokerages adjust price targets and coverage.
Cantor Fitzgerald reduced its 12-month price target for CrowdStrike Holdings (CRWD) to $520 from $590 while retaining an Overweight rating. The firm pointed to software multiple compression as the catalyst for the lower target even as checks indicate continued strength in endpoint security and platform consolidation. Shares trade well below prior t…
Jefferies reaffirmed a Buy rating and a $370.00 price target on International Business Machines Corp. (NYSE:IBM) after market concerns that AI code assistants could accelerate migration from COBOL. The firm highlighted IBM's watsonx Code Assistant for Z as a direct response, embedding generative AI into the mainframe to refactor COBOL into Java and…
Cantor Fitzgerald raised its price target on Broadstone Net Lease (BNL) shares to $21 while keeping an Overweight rating, citing the REIT's fourth-quarter 2025 results and its emphasis on industrial build-to-suit development. Management is pursuing a rolling $350 million to $500 million of development commitments, reaffirmed AFFO guidance of $1.53 …
Truist Securities has reiterated a Buy rating and maintained a $135 price target on Kratos Defense & Security (NASDAQ:KTOS) following the company’s fourth-quarter fiscal 2025 results. Kratos topped expectations, posted stronger-than-anticipated revenue, and preserved revenue growth guidance for 2026 and 2027. Truist highlighted rapid hypersonic rev…
Craig-Hallum reduced its price target on Freightos (CRGO) from $5.00 to $3.00 but kept a Buy rating after management's guidance and messaging on a recent call failed to meet expectations. The shares are trading near a 52-week low as the company transitions from an air-focused transactional play toward a broader, module-based shipping platform that …
Daktronics' buy of X Display assets gave it proprietary MicroLED mass-transfer and fabrication IP at a time when narrow-pixel-pitch (NPP) demand is growing. With a $360M backlog, improving order flow, and a clear margin target, the stock looks set to re-rate if MicroLED ramps and narrow-pitch products push gross margins higher. This trade targets a…
IBM stock climbed 4% on Tuesday after a sharp one-day decline, as analysts sought to counter worries that Anthropic's AI-enabled COBOL modernization could displace the company’s mainframe workloads. Several analysts reiterated positive ratings and price targets while highlighting factors that continue to support mainframe demand and IBM’s broader s…
Synopsys (SNPS) is a leader in electronic design automation and semiconductor IP with durable customer lock-in. Recent sector multiple compression and integration concerns around the Ansys deal knocked the stock down ~33% from its 52-week high. That dislocation creates a long trade with defined risk and attractive upside if execution stabilizes and…
D.A. Davidson reiterated a Neutral rating and a $24.55 price target on Clearwater Analytics Holdings (NYSE:CWAN) following fourth-quarter results that slightly exceeded both the firm's internal forecasts and consensus estimates. The stock trades near valuation levels implied by both Davidson and InvestingPro, while management withheld forward guida…
Texas Capital Securities has reiterated a Buy rating and a $49.00 price target on NANO Nuclear Energy (NASDAQ:NNE) following the company’s announcement of a memorandum of understanding with EHC Investment LLC in the United Arab Emirates to explore a joint venture for deploying micro modular reactors and related supply chains. The partnership expand…
DA Davidson reduced its price target for WillScot Holdings Corp (NASDAQ: WSC) to $30 from $32 while maintaining a Buy rating, citing ongoing cyclical pressures and a lengthy downward revision cycle. The stock trades at $23.12, and valuation metrics cited by the firm place the new target at 10 times its 2026 and 2027 EBITDA estimates. Recent company…
DA Davidson reaffirmed a Buy rating and a $16.00 price target on Flagstar Bank (FLG), noting the stock's current trading level and potential attractiveness as an acquisition candidate amid industry consolidation discussions. First Citizens' reported outreach to regulators and advisers has put several regional banks, including Flagstar, into the str…
TD Cowen raised its price objective on Ultra Clean Holdings Inc. (NASDAQ: UCTT) to $70 from $35 and kept a Buy recommendation, citing an incremental improvement in the semiconductor industry outlook for leading-edge foundry/logic and DRAM HBM. The firm flagged that Ultra Clean's March 2026 sales guide is more conservative than a peer's, which could…
TD Cowen cut its price target for Zscaler Inc. to $260 from $330 but maintained a Buy rating, citing concerns about multiple contraction driven by market skepticism over growth durability. The firm expects fiscal second-quarter 2026 results to be broadly in line with consensus, modeling 23% year-over-year revenue growth. Zscaler remains notable for…
Anthropic's new tools spooked the market this week, but IBM's mix of software, consulting, and infrastructure - anchored by Red Hat and recurring cash flows - is resilient to narrow automation threats. IBM screens as a buy at $235.43 with a 180-trading-day horizon based on free cash flow strength, an attractive dividend, and an oversold technical s…
