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.
Blue Owl Capital's stock fell further in pre-market trading on Friday after the firm disclosed a package of asset sales and changes to a long-running debt vehicle. The move, which included selling $1.4 billion of assets across three funds and permanently halting redemptions at one vehicle, rattled investors and contributed to pressure across altern…
Scotiabank increased its 12-month price target for Freeport-McMoRan to $72 from $70 and kept a Sector Outperform rating after the company signed a memorandum of understanding with the Indonesian government to extend operating rights at the Grasberg minerals district. The agreement reduces Freeport-McMoRan's post-2041 ownership in the asset, boosts …
Scotiabank raised its price objective on Consolidated Edison (NYSE:ED) to $117 from $113 following a fourth-quarter 2025 earnings beat and guidance that topped expectations. The bank nudged 2026-and-beyond earnings estimates roughly 4% higher while maintaining a Sector Perform rating. The update comes alongside dividend increases and a wave of anal…
Scotiabank cut its price target on N-Able Inc. to $5.25 from $8.75 while keeping a Sector Perform rating, pointing to respectable but uninspiring top-line growth and only adequate profitability. Management's guidance for 2026 implies limited upside near term, with anticipated contributions from new products not expected until the second half of 202…
Canaccord Genuity raised its price target for DigitalOcean to $80 from $65 and kept a Buy rating, highlighting the revenue upside tied to 30 megawatts of additional capacity and management’s upcoming investor update. The stock has surged recently and other brokerages have also lifted ratings and targets as the company expands its AI-related offerin…
Stephens raised its price target on Texas Roadhouse to $180 from $168 while keeping an Equal Weight rating. The company reported fourth-quarter 2025 results that missed consensus on restaurant-level profitability amid persistent food cost inflation. Management cited improving guest trends late in the quarter and in January, while analysts trimmed n…
Citi's February 2026 House Views note says liquidity remains supportive of risk assets, but rising concerns about artificial intelligence have prompted the bank to adopt hedges. The firm stays overweight equities overall, reallocates half of its U.S. exposure into small caps, trims China and adjusts sector weights away from megacap growth toward in…
Compass Point reduced its price target for Coinbase Global Inc. (COIN) to $140 from $190 and maintained a Sell rating, pointing to weakening spot and derivatives volumes since the company reported fourth-quarter results. The new target implies roughly 16% downside from the current share price of $165.94. The brokerage flagged overly optimistic near…
Compass Point reduced its price target on Klarna (KLAR) to $30 from $45 while keeping a Buy rating, pointing to a fourth-quarter 2025 transaction margin shortfall, higher-than-expected funding costs and provision growth tied to CECL accounting. The firm expects shares to remain pressured for about two quarters but sees a path to recovery in the sec…
Wedbush has opened coverage on Burford Capital (NYSE: BUR) with an outperform rating and a $14.00 price target, calling the company the only pure-play litigation finance firm trading publicly and noting asymmetric return potential tied in part to the YPF dispute. Separately, BofA Securities has initiated coverage with a buy rating, placing a $14.55…
Iran and the United States are engaged in talks centered on ensuring that Iran's nuclear activities, including uranium enrichment, are and remain peaceful, Iranian Foreign Minister Abbas Araghchi said. Tehran has not offered to suspend its nuclear program, and Washington has not sought a full stop to enrichment, Araghchi added. Both sides are repor…
J.P. Morgan continues to rate Heidelberg Materials and Holcim as top European cement names, contending that each firm's scale, investments in carbon reduction and demonstrated pricing discipline should preserve profitability even under a more pessimistic EU carbon-price scenario. The bank’s work indicates modest cumulative price increases across th…
Oil was positioned for its first weekly gain in three weeks as rising tensions between the U.S. and Iran raised concerns about possible supply disruptions from the Middle East. Citigroup outlined three pricing scenarios for Brent crude - a $70-75 bull case, a $67/$62/$64 base-case path through 2027, and a $50 bear case driven by weak demand and hig…
Charles Schwab looks like a buy here around $93.87. The franchise is producing strong revenue and FCF growth, client assets are at record levels, and the stock trades below its short-term moving averages with RSI near 37. Our trade plan: enter at $93.87, stop $86.00, target $110.00 over a 180-trading-day horizon.
Raymond James upgraded Paymentus Holdings (PAY) from Outperform to Strong Buy while trimming its price target to $35 from $41. The firm added the company to its Analyst Current Favorites list, noting recent share-price weakness and potential upside to contribution profit and adjusted EBITDA. Freedom Capital Markets also initiated coverage with a Bu…
Minutes released from the February meeting of India’s six-member monetary policy committee show most members consider the current policy rate appropriate for the economy. Two external members signalled potential for easing at some point, but several policymakers said fresh GDP data and the transmission of past cuts will guide future decisions. The …
JPMorgan upgraded Group 1 Automotive Inc. (NYSE: GPI) to Overweight from Neutral and set a $370 price target, highlighting the dealer's above-peer core fundamentals and same-store organic profit growth. The firm expects portfolio pruning - including exits from certain U.K. Jaguar Land Rover stores - to help lower leverage and improve returns even a…
Two leading sell-side firms lowered their ratings or price targets on Reliance Inc., citing deteriorating gross margins, aluminum volatility and a valuation that may not leave room for upside. J.P. Morgan set a December 2026 target of $330 while BMO trimmed its target to $320. Both analysts acknowledged Reliance's market-share gains, counter-cyclic…
JPMorgan cut Lithia Motors (NYSE: LAD) to Neutral from Overweight, pointing to outsized growth in selling, general and administrative expenses that offset flat gross profit in the fourth quarter of 2024. The bank highlighted accounting restatements and prior-year one-time SG&A benefits that raise the company’s steady-state SG&A base, reduce visibil…
Organon & Co. shares climbed 6% on Friday morning after the company's audit committee, with outside counsel support, completed an independent review and concluded there was no improper conduct related to prior biosimilar purchases from a supplier. The committee reported the review did not identify any issues requiring adjustments to previously issu…
Canaccord Genuity commenced coverage of Beam Therapeutics Inc (NASDAQ:BEAM) with a Buy rating and a $74.00 price target, flagging the company as a late clinical-stage gene-editing developer with upcoming catalysts and the capital to support an initial product launch and a subsequent pivotal program. The firm pointed to Beam's execution over the las…
Benchmark upgraded Integer Holding (ITGR) to Buy from Hold and set a $95 price target after the company posted stronger-than-expected fourth-quarter 2025 results. Revenue and adjusted EPS exceeded estimates, Cardio & Vascular sales accelerated, and management reinforced 2026 guidance while executing buybacks and announcing an additional accelerated…
Barclays has begun coverage of U.S. large-cap biopharmaceuticals with a Neutral stance, identifying Eli Lilly, Merck, Bristol-Myers Squibb and AbbVie as its top picks. The bank cites improved policy clarity after most-favored-nation agreements, demographic and healthcare spending trends, and AI-driven productivity gains as reasons the sector could …
HSBC downgraded Walmart to 'hold' from 'buy' after the retailer issued cautious full-year guidance. While quarterly results met expectations, management described the forecast as conservative amid a list of potential macro and operational risks, and near-term momentum is expected to be limited, according to HSBC analysts.
Corcept (CORT) plunged after a 12/31/2025 FDA Complete Response Letter for relacorilant tied to hypercortisolism. That sell-off priced in a lot of regulatory and litigation downside; meanwhile relacorilant's oncology potential, especially in platinum-resistant ovarian cancer, remains underappreciated. This trade idea lays out a tactical long with c…
