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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.
A proposal from the Office of Personnel Management would eliminate fired federal workers' ability to appeal dismissals before the independent Merit Systems Protection Board, requiring them instead to seek redress directly from OPM - an agency whose director reports to the president. The move follows administration efforts to reduce federal headcoun…
Mexico's annual inflation rate climbed to 3.79% in January, up from 3.69% in December, driven in part by new taxes and tariffs introduced at the start of the year. The closely watched core inflation measure rose to 4.52%, its highest reading since March 2024. The Bank of Mexico held its benchmark rate at 7.0% and extended its forecast for when infl…
Chinese automaker BYD has initiated litigation in the U.S. Court of International Trade, arguing that President Trump's tariffs lack statutory authority under the International Emergency Economic Powers Act (IEEPA) and requesting repayment of all tariffs the company has paid since last April. The filing, lodged on January 26 by four BYD U.S. units,…
Keefe, Bruyette & Woods trimmed its price target on Zillow to $65 from $80 while keeping a Market Perform rating. The move follows a court decision denying Compass’s preliminary injunction against Zillow’s listing access standards. KBW said the ruling was favorable but not unexpected, and emphasized lingering legal uncertainty and competitive threa…
Benchmark has kept a Hold rating on RXO, Inc., pointing to compressing margins driven by rising truckload spot rates and tighter capacity. RXO posted fourth-quarter adjusted EBITDA of $17 million and revenue of $1.5 billion, roughly in line with expectations, but its first-quarter EBITDA outlook came in below prior forecasts. The company cites a la…
Workday (WDAY) has been punished by a negative narrative around workforce moves and activist exits, but the business still generates meaningful free cash flow, has a healthy balance sheet, and sits at technically oversold levels. This trade idea lays out five reasons to buy, a concrete entry/stop/target plan for a mid-term (45 trading days) swing, …
Benchmark Research has reiterated a Buy rating on i3 Verticals with a $39.00 price objective following the company’s Q1 2026 results. The target implies roughly an 86% upside from the current share price near the 52-week low. While revenue growth slowed year-over-year, Benchmark points to accelerating SaaS expansion and a growing recurring revenue …
Benchmark reiterated a Hold rating on Roblox (RBLX) after the company delivered materially stronger-than-expected fourth-quarter results in 2025, but flagged a likely sharp sequential reset in Q1 2026 and a flatter margin profile for the full year as investment intensity remains elevated. Analyst views vary across the board, with price targets rang…
Benchmark Research kept a Buy rating and $130 price target on J&J Snack Foods (NASDAQ:JJSF) after the company reported mixed fiscal first-quarter 2026 results on February 3. Revenue fell short of consensus amid accelerated facility consolidation and the faster-than-expected elimination of unprofitable commodity bakery sales under Project Apollo, wh…
DA Davidson reduced its price objective on monday.com Ltd. (MNDY) to $150 from $250 while retaining a Buy recommendation. The firm pointed to longer sales cycles and weaker customer feedback on newer offerings as reasons for lowering fiscal 2026 estimates ahead of the company’s fourth-quarter 2025 results due February 9. Analysts remain broadly pos…
DA Davidson maintained a Buy rating and set a $35 price target on i3 Verticals (IIIV) after the company reported fiscal Q1 results. The quarter delivered $52.7 million in revenue - a 1% pro forma year-over-year increase - and EPS of $0.26, beating forecasts. Recurring revenue and software subscriptions were the bright spots while non-recurring reve…
DA Davidson has reiterated a Buy rating on SS&C Technologies Holdings, Inc. (SSNC) and set a $106.00 price target after the company reported fourth-quarter results that exceeded both the firm’s and the market’s expectations. SS&C topped revenue and adjusted EPS forecasts, posted strong gross margins and year-over-year revenue growth, and gave 2026 …
Keefe, Bruyette & Woods increased its price objective on Chubb Corporation (CB) to $373 from $355 and kept an Outperform rating after reviewing the insurer's fourth-quarter performance. The firm raised 2026 and 2027 EPS estimates, citing sustained premium growth and resilient core underwriting margins, while analysts across the street likewise adju…
Refresco has agreed to buy SunOpta in an all-cash transaction valued at $6.50 per share, a move that has pushed SunOpta shares higher and followed upgraded fiscal 2025 guidance from the target company. The acquisition was unanimously approved by both companies' boards and is expected to close by the second quarter of 2026, subject to customary clos…
Company directors and large shareholders executed a set of high-dollar transactions between Feb. 4 and Feb. 6, 2026. Notable insider purchases include a multi-block stake in W.R. Berkley, a director buy at Roper Technologies, an initial purchase in Liberty All Star Equity Fund, an additional acquisition at First Financial Bankshares, and a sizable …
Kroger (KR) looks attractive as a long trade for risk-conscious investors. The business generates meaningful free cash flow ($2.27B) and returns capital through dividends (next payable 03/01/2026). Recent operational catalysts - from automation in cold-chain warehouses to expanded AI personalization - should lift margins and customer retention over…
Arm's licensing model sits at the orchestration layer of an AI stack pivot toward distributed, power-efficient compute. With data-center royalties more than doubling YoY and hyperscaler capex commitments, Arm can convert model scale into recurring, high-margin revenue. Valuation is rich today, so the trade uses a disciplined entry and stop to captu…
AppLovin Corp (NASDAQ:APP) climbed 7% on Monday after Jefferies analyst James Heaney publicly defended the mobile ad and technology company. Heaney maintained a Buy rating and an $860 price objective, framing the stock’s sharp year-to-date decline as a buying opportunity and forecasting robust revenue growth through fiscal 2026.
S&P Global Ratings has cut its forecast for China’s 2026 property sales, now expecting a 10% to 14% decline versus its October projection of a 5% to 8% drop. The agency flagged entrenched oversupply, further price declines, weakening buyer confidence and continued developer construction that has left new completed housing unsold for the sixth succe…
Yardeni Research projects a multi-year uplift in U.S. economic growth and corporate profits, citing 10 supportive trends including stronger consumer spending from larger tax refunds, a substantial wealth effect among Baby Boomers, elevated technology capital investment, onshoring, and a productivity surge from advanced technologies. The firm highli…
Chinese electric vehicle and battery manufacturer BYD has filed suit in the U.S. Court of International Trade contesting the Trump administration's use of the International Emergency Economic Powers Act (IEEPA) to impose broad tariffs. Four BYD U.S. subsidiaries argue the statute does not permit tariffs and seek reimbursement for duties paid since …
Ouster Inc. has closed its acquisition of StereoLabs SAS, adding stereo cameras, perception software and AI vision expertise to its lidar offerings. The deal, completed on February 4, 2026, was funded with roughly $35 million in cash and 1.8 million Ouster shares. StereoLabs reported about $16 million in unaudited revenue for 2025 and is EBITDA pos…
Rubrik (RBRK) is an industry fixture in cloud data management and cyber recovery. Shares have retraced from last summer’s highs and are trading near technical oversold levels while the company shows improving subscription momentum and positive free cash flow. This is a disciplined, catalyst-driven buy: enter at $50.00, stop at $44.00, primary targe…
Reitar Logtech Holdings said it has entered a three-year exclusive strategic partnership with Optimize Integration Group, appointing Reitar as the exclusive overseas procurement agent for Optimize's frozen meat purchases. The deal sets a first-year procurement target of RMB 1 billion (about $138 million) and includes digital platform integration an…
Raymond James reaffirmed a Strong Buy rating and a $130 price target on Encompass Health Corp after the company reported fourth-quarter 2025 results that outpaced analyst estimates. Adjusted EBITDA came in at $336.0 million versus a consensus of $313.2 million, and management provided initial 2026 adjusted EBITDA guidance of $1,340-1,380 million. T…
