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 America analysts say Kevin Warsh, President Trump's nominee for Federal Reserve Chair, would likely encounter substantial obstacles in shrinking the Fed's sizable bond portfolio unless that effort is paired with tighter financial conditions or changes to bank liquidity rules. While Warsh has consistently criticized the Fed's asset purchases…
Cantor Fitzgerald raised its price objective on COPT Defense Properties (CDP) to $37 from $33 while keeping an Overweight rating, citing stronger-than-expected full-year FFO, a modest beat to 2026 guidance, robust leasing wins in defense-focused markets and favorable defense budget trends that support demand for secured/classified office space.
H.C. Wainwright increased its price target on Biogen to $228 from $194 and reaffirmed a Buy rating, pointing to a broadened drug pipeline across renal, lupus and SMA indications. The firm highlighted the felzartamab AMR program, upcoming LEQEMBI IQLIK PDUFA and SPINRAZA High-Dose adoption as drivers that could shift Biogen's revenue mix despite ong…
Wedbush has begun coverage of Zura Bio Ltd. with an Outperform rating and a $15.00 price objective, noting clinical readouts and pipeline progress as key upside drivers. The stock trades well below the target but above InvestingPro's Fair Value estimate, and the company announced a CEO appointment effective January 21, 2026.
Rosenblatt Securities reduced its price target on Bitdeer Technologies Group (BTDR) to $18 from $30, citing updated models that assume Bitcoin will trade roughly 20% lower from the fourth quarter of 2025 through 2026 and rising costs such as depreciation and energy. The firm kept a Buy rating, noting progress on power capacity, new Sealminer A3 rig…
Hims & Hers Health has stopped offering its recently introduced compounded semaglutide pill following industry and regulatory discussions. The move follows signals from the FDA about enforcement against non-approved GLP-1 drugs. Despite the product withdrawal and a recent share-price decline, BTIG has maintained a Buy rating with a $60 price target…
Citi strategists say global equities may undergo a period of consolidation after a week of heightened volatility characterized by extreme single-stock swings, brisk factor rotations and renewed concerns tied to AI. European indexes showed modest gains overall, but beneath the surface industries within the MSCI Europe index diverged by roughly 20 pe…
Jefferies has reaffirmed a Buy rating on AppLovin Corp with an $860.00 price target, describing the stock’s year-to-date pullback as "a great buying opportunity." Trading at $406.72, AppLovin has declined roughly 39% year-to-date, a move Jefferies and other firms view as an excessive market reaction to ad-tech headwinds. The company reports fourth-…
Evercore ISI increased its price target on Post Holdings to $131 from $129 and maintained an Outperform rating, pointing to stronger-than-expected results from the company's foodservice segment and aggressive buybacks funded by rising free cash flow. The firm also modestly raised fiscal 2026 and 2027 EBITDA forecasts after noting growth in specialt…
Lynx Equity’s recent research note highlights Amazon’s accelerated data center expansion and elevated capital expenditure plans as positive catalysts for the AI semiconductor ecosystem. Despite a recent share-price decline and some analyst target cuts tied to higher spending, the company’s multi-year capacity roadmap and strong revenue base point t…
Wolfe Research has maintained its Peerperform rating on ITT Corp. while raising its year-end 2026 fair value range to $166-$282 from $148-$272. The firm highlights elevated valuation measures versus peers even as it acknowledges strong operational execution. Separately, ITT reported better-than-expected fourth-quarter 2025 results and received a re…
Wolfe Research reiterated a Peerperform rating on PPG Industries, citing share-gain momentum driven by new, higher-tech products and expansion into broader end-market packages. The firm sees upside tied to improvements in core end markets such as aerospace and refinish but flagged that broader macroeconomic gains are needed to sustain recent progre…
Jefferies lowered its price objective for Molina Healthcare to $139 from $160 and kept a Hold rating, citing concerns around Medicaid medical loss ratio (MLR) in late 2026 tied to the Florida CMS contract. The firm expects 2027 EPS to fall year-over-year but slightly less than prior forecasts as the Florida contract matures. Recent corporate result…
Jefferies lowered its price target for Cognizant Technology Solutions to $90 from $100 while retaining a Buy rating. The broker modestly raised its 2026 adjusted EPS estimate to $5.72, following quarterly results and guidance that beat expectations. The firm cited ongoing investor concern over potential AI-driven disintermediation, a point that con…
Jefferies has maintained a Buy rating and a $20.00 price target on Sohu.com (SOHU) after the company's fourth-quarter results, a target that implies roughly 22% upside from the current share price of $16.36. The quarter outperformed revenue expectations, led by marketing services and gaming, and the company reported strong gross margins and tax-rel…
Micron Technology shares declined 3.2% after reports that Samsung Electronics will begin large-scale production of next-generation HBM4 memory this month for use in Nvidia’s AI processors. Samsung has reportedly cleared Nvidia’s quality checks and secured purchase orders, timing its output to Nvidia’s Vera Rubin launch plans. The move heightens com…
Deutsche Bank has reduced its rating on Prysmian from buy to hold and set a new price target of €100, arguing the cable maker's recent 19% year-to-date advance has largely priced in expected gains. The bank highlights a 2026 EV/EBITA multiple near 16x and warns that delayed tariffs on copper cables may slow anticipated U.S. market-share gains. Whil…
Leerink Partners has opened coverage of Terns Pharmaceuticals (TERN) with an Outperform rating and a $58.00 price target, implying roughly 61% upside from the current $37.77 share price. The firm cited early Phase 1 data for TERN-701 and the drug’s potential in the frontline chronic myeloid leukemia market. Terns has also completed a sizeable publi…
Leerink Partners has raised its price target on Lantheus Holdings to $94.00 from $90.00 and kept an Outperform rating ahead of the company's fourth-quarter earnings report scheduled for February 19. The firm updated its model to reflect stronger Pylarify volume trends, progress toward an F-18 formulation and potential 2026 product catalysts, while …
DA Davidson upgraded Oracle to a Buy rating from Neutral and reiterated a $180 per share price target, saying that the chief market overhang - uncertainty around OpenAI - is diminishing. Analyst Gil Luria says a restructured OpenAI, backed by sizable cash and potential new capital, should meet its commitments to partners including Oracle. The firm …
Asian equities climbed after Japan's ruling party secured a decisive parliamentary majority, lifting the Nikkei to a record high. Global investors took a cautiously positive stance as Wall Street futures held steady following a chipmaker-led rebound. Attention now turns to a slate of U.S. economic releases this week, including a delayed January job…
Gold rose almost 1% on Monday, building on a roughly 4% jump on Friday, while silver advanced close to 5% after an almost 10% surge the prior trading day. The gains come as market participants wait for delayed U.S. jobs and inflation reports that could influence the Federal Reserve's policy outlook amid broader market uncertainty.
Needham upgraded Medtronic from Hold to Buy and set a $121 price target, reflecting an 18% upside from the prevailing share price. The firm points to a slate of early-stage product rollouts in large markets, board changes and activist involvement, as well as recent strategic deals and regulatory approvals as potential drivers of faster revenue grow…
DA Davidson upgraded Oracle Corp. (ORCL) from Neutral to Buy while keeping its $180 price target. The firm said renewed capital for OpenAI should allow the AI developer to meet its obligations to Oracle, addressing what the analyst described as the largest uncertainty for Oracle's outlook. The upgrade arrives as Oracle pursues a $20 billion at-the-…
An interim India-US trade framework outlines reduced trade barriers for specific farm goods, duty concessions and tariff-rate quotas intended to shield domestic producers. The measures could lower feed costs for the poultry sector and boost some exporters, while exerting pressure on oilseed processors, soybean growers and ethanol producers already …
