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 reiterated an Outperform rating and a $300 price target on Amazon (AMZN) after the company reported quarterly results. The firm praised AWS acceleration and highlighted strong revenue growth and rising chip sales, but flagged higher-than-expected 2026 capital expenditures of $200 billion and potential margin pressure from Project Leo as…
Alpha Modus, a retail-technology company that translates in-store shopper behavior into real-time commercial signals, has emphasized the centrality of its patent portfolio as brick-and-mortar retailers adopt more advanced AI-driven analytics. CEO William Alessi said the firm paused rapid rollouts to strengthen IP, now using enforcement and licensin…
The University of Michigan's Consumer Sentiment Index rose to 57.3 in early February from a revised 56.4 in January, marking a modest improvement. Short-term inflation expectations eased to 3.5% while five-year expectations inched up to 3.4%. Survey respondents continue to voice concerns about high prices and job security despite the modest uptick …
Brazil's Finance Ministry has flagged gaps in banking rules that allow suspects to shield assets in pooled and escrow accounts, urging the central bank to tighten regulation after recent police operations and internal reviews revealed continued vulnerabilities. Authorities say existing rule changes only reduce, but do not eliminate, the risk to ass…
Bernstein reiterated an Outperform rating and a $1,300 price target on Eli Lilly after the company reported fourth-quarter results that outpaced estimates on both revenue and earnings per share. The strong report and investor guidance sent the stock higher, and Bernstein highlighted the upcoming orforglipron (Orfo) launch and the growth trajectory …
TD Cowen trimmed its price target on Amazon.com (AMZN) to $300 from $315 while preserving a Buy rating, citing concerns tied to the company’s elevated 2026 capital expenditure guidance. The move sits within a broader analyst landscape that still favors Amazon, but several firms reduced targets after the quarterly report highlighted stronger-than-ex…
JPMorgan increased its price objective for Johnson Controls (JCI) to $158 from $138 and retained an Overweight rating following the company's fiscal first-quarter 2026 results. The stock, trading around $135.33, has rallied recently and sits near its 52-week high. Analysts have nudged earnings estimates higher for FY2026, and JPMorgan highlighted w…
TD Cowen has reissued a Sell rating and a $70 price target on Roblox Corp. following the company's fourth-quarter report. While bookings largely matched expectations and revenue has risen materially year-over-year, the research team warns that engagement metrics have softened since last summer and since December versus seasonal norms, creating an e…
TD Cowen increased its price target for Monolithic Power Systems (MPWR) to $1,350 from $1,250 while retaining a Buy rating. The firm pointed to a stronger outlook for Enterprise Data, improving visibility in AI infrastructure, and upside to revenue estimates after Monolithic posted better-than-expected Q4 2025 results. Valuation metrics show a prem…
TD Cowen increased its price objective for Adeptus Biotechnologies Corp. (NASDAQ: ADPT) to $21.00 from $20.00 while leaving its rating unchanged. The revision follows the company's pre-announced fourth-quarter results and an upbeat investor call that emphasized ongoing demand and price resilience for the ClonoSEQ assay. The shares traded higher aft…
The European Union will propose mandating secure, tamper-resistant semiconductors in drone systems as part of a broader strategy to scale civilian and defense drone capabilities, improve resilience and coordinate member-state responses. The plan, expected next week, includes measures to accelerate a drone alliance with Ukraine, boost production, an…
The broad rally tied to artificial intelligence is fragmenting as investors confront rising capital expenditure, heavier debt burdens and uncertainty over which companies will actually profit. While hardware suppliers to AI data centres have held up better, software, data and analytics firms have taken a hit. The divergence is also visible within t…
Stifel raised its price target on Coherent (COHR) to $235 from $220 and kept a Buy rating after the company reported fiscal Q2 2026 results that outperformed consensus. Coherent posted $1.69 billion in revenue and adjusted EPS of $1.29, ahead of analyst estimates, while datacenter bookings paced a 34% segment growth and management reported a fourfo…
Truist Securities trimmed its price target for Snap Inc. to $8.00 from $11.00 while keeping a Hold rating after the company's fourth-quarter 2025 results and first-quarter 2026 guidance. The firm cited disciplined cost management against advertising growth that remains subdued, solid liquidity on the balance sheet, and mixed demand trends across cu…
Stifel increased its price target on Bio-Techne Corp. (NASDAQ:TECH) to $65 from $60 while retaining a Hold rating after the company reported quarterly results that exceeded expectations. The price target adjustment reflects an OEM order that was brought forward into the second quarter and a string of operational offsets to margin pressure, even as …
Stifel reduced its 12-month price target on Equifax to $235 from $253 while retaining a Buy rating, citing the potential for margin dilution tied to FICO’s planned price increase and Equifax’s decision not to pass that increase through to mortgage report customers. The company reported modest beats in fourth-quarter 2025 results and continues to de…
Truist Securities increased its price target on Old Dominion Freight Line to $225 from $185 and kept a Buy rating, citing an improved company tone and supportive Manufacturing PMI despite trimming 2026 EPS estimates. The stock trades near $200, while other brokerages offered varied responses to the carrier's latest quarter that mixed an EPS beat wi…
KuCoin has introduced KuCoin Wealth, a wealth management arm aimed at high-net-worth individuals and institutions seeking structured, defined-term exposure to digital assets. The product suite emphasizes fixed-term deposits, professional portfolio governance, and security certifications intended to support institutional adoption, with an early offe…
Canada Goose reported adjusted EPS of C$1.43 for the third quarter, below analyst expectations of C$1.66, while revenue improved. The profit shortfall, attributed in part to elevated marketing and promotional costs that compressed margins, led to a roughly 19% drop in the stock and analyst downgrades from Baird and Barclays. Both firms flagged limi…
Broadcom (AVGO) looks like an attractive swing trade. AI server revenue is accelerating, free cash flow is robust at ~$26.9B, and management is guiding AI chip revs materially higher. The stock is trading at a premium but current price action has created an actionable entry around $322 with a $380 target and a $295 stop over a mid-term (45 trading …
BMO Capital raised its price target on Avery Dennison (NYSE:AVY) to $224 from $215 and retained an Outperform rating. The firm expects earnings per share growth to inflect and reaccelerate in 2026 and 2027 after a difficult 2025, citing strength in the company’s IL platform, benefits from past M&A and buybacks, and easier year-over-year comparisons…
BMO Capital reduced its price target on IQVIA Holdings to $250 from $260 while retaining an Outperform rating, citing artificial intelligence as a potential competitive threat and a somewhat softer 2026 revenue outlook for the company’s Research & Development Solutions segment. The move follows strong fourth-quarter results but comes amid a sharp s…
KeyBanc lowered its price target for Arm Holdings to $170 from $200 while retaining an Overweight rating. The move follows a strong fiscal third-quarter performance but reflects concerns about memory pricing and shortages that could weigh on handset royalty growth. Arm's pivot toward data center royalties and initiatives in AI and robotics continue…
KeyBanc Capital Markets increased its price target for Alphabet to $370 from $360 and kept an Overweight rating, pointing to faster Cloud growth and broad strength across Google Services. The move follows robust revenue expansion and a series of analyst target adjustments after Alphabet's fourth-quarter performance.
KeyBanc Capital Markets raised its price target on Murphy USA to $500 from $460 and kept an Overweight rating after the company reported fourth-quarter results that outperformed on earnings but missed on revenue. The move places the target near the upper end of analyst estimates, while company guidance and commentary from new CEO Mindy West underli…
