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.
RBC Capital increased its 12-month price target on AT&T to $31 from $29 and retained an Outperform rating, citing improved confidence following AT&T’s year-end 2025 results and segment restatements. The firm points to the company’s fiber build and the accelerated unwind of legacy assets as drivers of longer-term growth and free cash flow expansion.
Compania de Minas Buenaventura (BVN) offers diversified exposure to gold, silver and copper via Peruvian operations, a yield and a $10.65B market cap. Technicals and market structure favor a tactical long entry near $40 with a $47 target over the next 180 trading days, while a $36 stop limits downside if metals sentiment reverses.
Barclays is cheap on a P/E of 11.3 and a price-to-book near 1.0. We think structural hedge arbitrage and active capital management can drive profitability toward a 14% RoTE, supporting a re-rating. This trade lays out an actionable long with a mid-to-long horizon to capture improving returns and capital redeployment benefits while keeping risk cont…
Kratos (KTOS) is a high-risk, high-reward defense robotics play. The stock has been volatile after a blistering run to a $134 high on 01/20/2026. We see a tradeable long from $88.60 targeting the prior high of $134, backed by large competitive program opportunities and a strong balance sheet, while acknowledging expensive multiples and negative fre…
NuScale Power (NYSE:SMR) saw its stock climb 10% following the announcement of a collaboration with Oak Ridge National Laboratory to research artificial intelligence-guided nuclear fuel management for a 12-module reactor configuration. Funded through the U.S. Department of Energy's GAIN initiative, the work will explore whether sharing a single fue…
UBS has trimmed its price objective on Airbus to €225 from €240 and cut earnings forecasts by 3-5% as investor sentiment softens ahead of full-year results. The bank sees limited pricing upside over 2026-28, models fewer 2026 deliveries, and lowers its 2026 EBIT and free cash flow estimates while flagging higher inventory costs as Airbus supports s…
CarMax has named Keith Barr, formerly chief executive of InterContinental Hotels Group, as its next CEO effective March 16. The move comes as the used-car retailer pursues a turnaround plan in the face of softer demand, pressure on margins and efforts to reduce costs, including some staff reductions. Interim CEO David McCreight said the company nee…
FedEx told investors it expects adjusted earnings for the quarter ending Feb. 28 to surpass Wall Street's consensus and unveiled financial targets through fiscal 2029, including $98 billion in consolidated revenue, $8 billion in operating income and an 8% operating margin. The company also provided reported fiscal 2025 metrics as a baseline for its…
Bank of America applied its elasticity framework to forecast how sharply higher memory prices in 2026 could affect major PC makers. The bank finds Apple positioned to absorb most of the headwind with a small potential EPS hit, while Dell and HP would incur materially larger theoretical losses unless they take cost and specification actions.
Guggenheim cut its price target on Paycom Software to $180 from $210 while retaining a Buy rating after the company issued conservative 2026 revenue guidance. The firm highlighted healthy margins, improved retention and client growth, but noted management’s prudent outlook. Other analysts trimmed targets or maintained cautious stances, and the stoc…
Stephens has raised its price target on EOG Resources to $139 from $138 and maintained an Equal Weight rating, citing recent NYMEX strip prices that informed its NAV-based valuation. The research team expects EOG to post in-line fourth-quarter 2025 cash flow per share, free cash flow, and production, and expects a rebound in capital return to share…
Stephens raised its price target on Westinghouse Air Brake to $290 from $230 and kept an Overweight rating after the company reported fourth-quarter 2025 results that beat estimates, issued 2026 guidance ahead of consensus, and showed solid order momentum. The firm pointed to locomotive and modernization orders from U.S. Class I railroads and a str…
Canaccord Genuity maintained its Buy rating and $164.00 price target on Neurocrine Biosciences (NASDAQ:NBIX) following the company's fourth-quarter 2025 results. The firm highlighted robust performance from both Ingrezza and the recently launched Crenessity, while flagging higher-than-expected expenses and a lack of near-term pipeline catalysts as …
Canaccord Genuity increased its price target for SharkNinja (SN) to $160 from $140 and kept a Buy rating after the company reported fourth-quarter and full-year results that beat key consensus metrics. SharkNinja delivered solid revenue and margin performance, announced a sizable share repurchase program and drew higher price targets from other fir…
Guggenheim has lowered its price target for Humana to $252 from $312 but kept a Buy rating, citing an incremental $1 billion net Stars headwind for 2026 and the company’s planned 25% membership increase. Multiple brokerages have adjusted targets and ratings following Humana’s 2026 guidance and a low Medicare Advantage payment rate projection from C…
CFM, the joint venture between GE Aerospace and Safran, is formally studying a more traditional ducted fan engine architecture in addition to its preferred open-fan, or open-rotor, concept. The open-fan design is promoted under the RISE research programme as delivering about 20% fuel and emissions savings, but the newly revealed 'Advanced Ducted-La…
Zoetis stock climbed 3% after the company reported fourth-quarter adjusted EPS of $1.48, topping the LSEG consensus of $1.40. Management issued fiscal 2026 guidance with adjusted EPS of $7.00 to $7.10 and revenue guidance of $9.825 billion to $10.025 billion, both slightly ahead of Wall Street expectations. Some analysts highlighted that internatio…
Alphabet's Google Cloud is growing at AI-era speeds and materially improving cost efficiency. With Cloud at 48% YoY growth, massive cash flow, and a still-reasonable multiple for a re-accelerating growth engine, this trade idea buys the pullback in GOOGL for a 180-trading-day campaign. Entry, stop and target are provided along with catalysts and ba…
CK Hutchison Holdings Ltd. has notified A.P. Moller-Maersk A/S that it will pursue legal remedies if Maersk’s terminal arm moves to operate the Balboa and Cristobal ports without CK Hutchison’s consent. The move follows Panama authorities' invalidation of CK Hutchison’s contract to run the two ports, and Panama has indicated APM Terminals would man…
Shares of Dell and HP declined sharply after Lenovo warned that disruptions in memory supply and rising prices could affect the global hardware industry for a full year. Lenovo reported a 21% drop in December-quarter net income while revenue increased to $22.2 billion. The company said memory costs rose 40% to 50% in the last quarter and contract p…
Futures tied to Canada’s primary stock index moved modestly higher Thursday as market participants parsed a stream of corporate earnings and waited on additional U.S. economic data. The S&P/TSX 60 futures climbed by 3 points (0.2%) as the broader S&P/TSX composite retreated slightly from an earlier intraday peak. Technology losses, led by Shopify a…
Piper Sandler lowered its price target on American International Group (AIG) to $88 from $95 while retaining an Overweight rating. The firm pointed to better-than-expected catastrophe losses and favorable reserve development but said underlying underwriting results and top-line trends disappointed. InvestingPro data show AIG trading at $78.44 with …
Needham has trimmed its price target on Cellebrite to $18 from $24 while retaining a Buy rating. The adjustment arrives even as the digital intelligence company outperformed expectations on revenue, gross margins and annual recurring revenue growth. Management projects ARR growth of 18%–19% for calendar 2026, a figure Needham describes as a conserv…
Needham reduced its price objective on Unity Software to $35 from $50 while keeping a Buy rating, pointing to a lower valuation multiple even as the company’s Vector product reports double-digit sequential growth. Unity’s stock trades well below its 52-week high amid mixed earnings results, a decision to wind down the ironSource ad business, and lo…
Scotiabank raised its price target on Equinix to $997 from $959 while maintaining a Sector Outperform rating, pointing to a stronger backlog, planned site openings and increased enterprise AI deployments as drivers of faster earnings growth. Equinix’s updated 2026 guidance and recent revenue forecast, alongside third-party analyst reactions, provid…
