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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.
Sibanye-Stillwater (SBSW) trades at $16.06 with a market cap near $11.4B after a dramatic recovery from 2025 lows. With platinum fundamentals tightening, cost cuts underway and short interest concentrated, we upgrade to a tactical long swing: entry $15.90, stop $14.20, target $20.00 over a mid-term (45 trading days) horizon.
The chair of the U.S. Securities and Exchange Commission told a Senate panel that the agency is moving to replenish staff in divisions left thin after voluntary workforce reductions pursued last year under a White House initiative. Paul Atkins defended the commission against Democratic accusations that enforcement actions were curtailed for crypto …
Figma is introducing a feature called "Code to Canvas" in partnership with Anthropic that will translate code output from AI coding tools such as Claude Code into editable design elements inside Figma. The move creates a direct pathway from AI-generated interfaces into collaborative design workflows, at a time when Figma's shares have fallen sharpl…
The chair of the U.S. Securities and Exchange Commission indicated regulators are considering limiting which senior executives must be included in detailed investor disclosures about compensation. The proposals, part of a wider agenda to ease compliance burdens on public companies, could also simplify pay-versus-performance metrics and change repor…
DA Davidson has increased its price target for PDF Solutions Inc. (NASDAQ: PDFS) to $38 from $36 while retaining a Buy recommendation, a move tied to stronger-than-expected fourth-quarter 2025 revenue and an optimistic 2026 revenue outlook. The new target implies roughly 16% upside from the stock's current price of $32.84. The firm’s valuation assu…
Truist Securities trimmed its price target on Neurocrine Biosciences to $140 from $169 while retaining a Buy rating after updating its model to reflect higher operating expenses following the company's fourth-quarter 2025 results and 2026 guidance. The adjustment follows management's projection of materially increased spending, particularly in rese…
DA Davidson reduced its price objective on Toast Inc. to $33 from $36 and kept a Neutral rating after the company released fourth-quarter results and initial fiscal 2026 guidance. Key operating metrics beat DA Davidson's expectations modestly, but the broker nevertheless cut adjusted EBITDA forecasts for 2026 and 2027 by 2% each. Other analysts iss…
DA Davidson increased its price target on Advance Auto Parts to $58 from $47 while keeping a Neutral rating, citing margin progress. The stock, trading near $57.15, has returned 50.63% year-to-date. Management's 7% margin objective for 2027 faces headwinds amid a 5.42% revenue contraction over the past twelve months and a softer consensus margin ou…
DA Davidson trimmed its 12-month price objective for Airbnb Inc. to $150 from $155 while retaining a Buy rating after the company delivered a robust fourth-quarter performance. Airbnb reported above-consensus metrics including high gross profit margins and accelerating revenue growth, and offered guidance that points to continued momentum, even as …
Truist Securities reduced its price target on Wendy’s Co. (WEN) to $10 from $11 while keeping a Buy rating, citing a weak start to 2026 and intensified competition. The chain reported mixed fourth-quarter 2025 results and modest fiscal 2026 guidance, prompting several analysts to lower forecasts. Despite operational pressures, Wendy’s retains a hig…
DA Davidson trimmed its 12-month price target on Expedia Group Inc. to $260 from $294 while keeping a Neutral rating, following the company's fourth-quarter and full-year 2025 results. Expedia delivered solid top-line performance, substantial margin improvements and robust B2B growth in 2025, but its initial 2026 adjusted EBITDA margin guidance of …
Truist Securities cut its price target on DraftKings Inc. (DKNG) to $33 from $45 while retaining a Buy rating, following the company’s fiscal Q4 2025 results and cautious guidance. Although DraftKings beat consensus on both EPS and revenue and shows strong gross margins and trailing profitability, management’s conservative outlook and other headwin…
DA Davidson reaffirmed a Buy rating on Datadog and kept a $225.00 price target after attending the company's investor day in New York City, where management detailed its autonomous observability strategy, AI product roadmap and disclosed ARR metrics for Security customers and AI use cases. The stock trades at $121.04 with a stretched P/E of 396.19,…
D.A. Davidson reaffirmed its Buy rating on Tyler Technologies with a $460.00 price target, a level that InvestingPro data indicates is about 51% above the current share price of $304.57 and aligns with InvestingPro’s Fair Value view that the stock is undervalued. The decision follows fourth-quarter results that missed revenue and adjusted EBITDA fo…
JFB Construction Holdings shares tumbled 35.2% after the company unveiled plans to merge with XTEND, an artificial intelligence-driven defense technology business. The all-stock agreement, which values XTEND at roughly $1.5 billion based on a concurrent private placement, would leave XTEND stakeholders with about 70% of the combined company and JFB…
Sana Biotechnology shares declined after the company appointed Brian Piper as Executive Vice President and Chief Financial Officer. Piper brings more than 25 years of biopharma finance experience and will join as the company progresses toward near-term clinical data for SC451 and SG293, programs management says will create key value inflection poin…
ATN announced the sale of a 214-tower U.S. portfolio for up to $297M on 02/11/2026, with expected initial closing in Q2 2026 and $250-270M in gross proceeds. While closing and approvals are not guaranteed and the asset sale reduces revenue and EBITDA, the cash proceeds materially de-lever the business and support a re-rate. We favor a mid-term long…
Global Business Travel Group Inc. raised its share repurchase program to $600 million, doubling the prior authorization, and its stock climbed 7% after the announcement. The parent of American Express Global Business Travel also published preliminary fourth-quarter and full-year 2025 figures showing substantial revenue gains, a return to net income…
Stocks across market-cap bands swung on Tuesday with several large-cap technology and semiconductor names sliding, while industrial and small-cap shares produced some of the day's largest percentage moves. Company-specific earnings and revenue updates drove notable declines in a number of mid- and large-cap issues, even as a subset of mid- and smal…
Turkey's main stock index closed lower after trading on Tuesday, with losses concentrated in the Basic Metals, Metal Products & Machinery and Chemical, Petroleum & Plastic sectors. The BIST 100 slipped 0.78% as a handful of winners contrasted with larger declines among several heavyweights. Commodities and FX moves accompanied the equity pu…
A recently released Canadian defense strategy sets targets to substantially increase weapons purchases from domestic firms, reversing the current reliance on U.S. suppliers. The plan includes ambitious investment and industry growth goals while noting the change follows recent U.S. tariffs and has delayed a review of an F-35 purchase.
TD Cowen increased its price objective for TotalEnergies SE (NYSE:TTE) to $80 from $70 while maintaining a Hold rating, pointing to expansion in the company’s power business and potential hydrocarbon resources off Namibia as drivers. The move comes amid mixed analyst commentary, project restarts in Mozambique, and a recently announced cooperation a…
DA Davidson raised its price objective on Cognex Corp. to $55 from $38 while maintaining a Neutral rating, citing higher organic revenue growth expectations, additional cost cuts and introductions of 2027 estimates. The move comes as Cognex shares trade close to the new target following a sharp rally and a string of analyst upgrades after stronger-…
Mizuho analysts report that sustained weakness in crypto prices has driven casual traders away from the market, eroding take rates and worsening fundamentals at Coinbase and Robinhood. The bank lowered price targets on both firms, noting Robinhood's more diversified revenue mix cushions some impact compared with Coinbase's crypto-concentrated busin…
TD Cowen raised its price objective for Hannon Armstrong Sustainable Infrastructure Capital (NYSE: HASI) to $50 from $40 while keeping a Buy rating, basing the new target on multiples of the company’s 2028 adjusted earnings and dividend estimates. The stock traded near its 52-week high following strong six-month returns. Cowen’s model adjustments r…
