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.
Bernstein SocGen Group reiterated a Market Perform rating on Birkenstock Holding plc (NYSE:BIRK) with a $50 price target, in close alignment with InvestingPro’s Fair Value estimate. The stock, trading at $39.80, appears to offer upside against analyst targets and valuation models, but the firm cites investor skepticism about the brand’s trajectory …
Keefe, Bruyette & Woods reduced its price target on Sixth Street Specialty Lending (NYSE: TSLX) to $22.00 from $23.00 while retaining an Outperform rating after a quarter marked by depreciation-driven NAV pressure. Earnings and revenue beat expectations, credit quality held steady, and the company laid out 2026 ROE guidance and a new joint venture …
Statistics Canada reported that consumer prices rose 2.3% year over year in January, down from 2.4% in December. A sharp decline in gasoline prices was the main driver of the slowdown, while core measures excluding food and energy held near recent levels and shelter costs continued to climb at a slower pace.
Canada's Consumer Price Index rose 2.3% year over year in January, down slightly from December's 2.4% reading. A steep drop in gasoline prices was the main factor in the headline slowdown, while core measures excluding gasoline held steady at 3.0%. Shelter inflation eased to 1.7%, the first sub-2.0% print in nearly five years.
Rothschild & Co analysts warned that the emergence of agentic commerce - automated systems that handle shopping and replenishment on behalf of consumers - could reconfigure the retail landscape in a manner comparable to the early rise of ecommerce. The bank left Walmart on Buy, upgraded Dollar Tree to Buy, downgraded Dollar General to Sell and kept…
The National Bank of Romania kept its policy interest rate unchanged at 6.50% in its February meeting. Policymakers are set to publish the quarterly Inflation Report on Wednesday, which will update inflation projections. The bank signalled no major near-term change to its inflation outlook and reiterated expectations that inflation will drop sharpl…
Roth/MKM upgraded Yeti Holdings Inc. (NYSE: YETI) to a Buy from Neutral and lifted its price target to $60 from $37, citing sustained sales and margin momentum through 2026 and into 2027. The stock, trading near $48 within a 52-week range of $26.61 to $51.29, has gained 44% since early November, outpacing the Russell 2000. Other brokers have issued…
Bernstein SocGen Group raised its price target on IPG Photonics to $162 from $100 while keeping an Outperform rating, pointing to a cyclical recovery and structural improvements. The new target implies roughly 5% upside versus the stock's recent price, with shares having gained sharply year-to-date. Bernstein expects margin expansion over the next …
Bernstein SocGen has reaffirmed a Market Perform rating and a $256 price target on Expedia Group Inc. following the company's fourth-quarter results. The update comes amid accelerating B2B revenue growth, consistent gains across B2C brands, a near 90.12% gross profit margin, and raised fiscal 2026 EBITDA forecasts. Other firms likewise tempered ent…
Gemini Space Station (NYSE: GSS) stock fell 12% on Tuesday after the cryptocurrency exchange released preliminary 2025 financial estimates and announced the exits of its CFO, COO, and CLO. The company expects revenue to rise year-over-year, but also projects a large increase in operating expenses and a substantial adjusted EBITDA deficit for 2025. …
Cantor Fitzgerald upgraded Onto Innovation Inc. (NYSE: ONTO) to Overweight from Neutral and increased its price target to $275 from $170, citing expected earnings upside, stronger guidance prospects and strategic benefits from a recent acquisition. The firm projects first-half 2026 revenue of $575 million to $600 million and anticipates higher cale…
ImmunityBio's stock rose after constructive discussions with the Saudi Food and Drug Authority (SFDA). The SFDA encouraged a regulatory submission for the company’s recombinant BCG (rBCG) aimed at addressing a BCG shortage for bladder cancer patients in Saudi Arabia, and conversations also opened the door to expanding ANKTIVA use with checkpoint in…
Wedbush analyst Dan Ives argues that recent declines in Apple's share price are unjustified, contending that investor fears about delays to the company's AI initiatives - particularly Siri AI - are exaggerated. The firm points to ongoing progress, strategic changes, and a large device installed base as reasons to view the pullback as misplaced, and…
A wave of postponements and reduced deal sizes has hit 2026 initial public offerings in the United States as market turbulence, tougher valuation checks and weak peer showings curb the pipeline for new listings. Notable issuers including Clear Street, Agibank and Liftoff Mobile have each taken steps to trim or halt plans while monitoring conditions…
Melius Capital initiated coverage of EquipmentShare (NASDAQ: EQPT) with a buy rating and a $55 price target, implying roughly 63% upside from the stock's current $33.77 level. The firm cites ambitious organic growth, industry positioning and precedent valuation premiums in rental sector peers as reasons for the recommendation, while noting the comp…
APi Group provided initial financial targets for 2026 that closely match Wall Street estimates, while signaling stronger-than-expected performance for 2025. The company’s guidance includes revenue of $8.40 billion to $8.60 billion and adjusted EBITDA of $1.14 billion to $1.20 billion. Shares were modestly down in line with the broader market.
Beirne Brian Logan, chief legal officer of Strive, Inc. (NASDAQ: ASST), bought 11,500 shares of Class A common stock on February 13, 2026, for a total of $100,386 and now directly holds 15,204 shares. The transaction occurs alongside Strive's completion of a follow-on preferred stock offering, retirement of a portion of acquisition debt from Semler…
Melius moved Chevron (CVX) from Hold to Buy with a $205.00 price target, highlighting the oil major's shareholder-return focus, selective exploration in frontier areas, and a shift to cash harvesting in the Permian. The firm also flagged potential upside tied to developments in Venezuela and noted recent corporate moves including the Hess acquisiti…
Warner Bros Discovery has declined Paramount Skydance’s revised hostile takeover offer of $30 per share, while allowing the suitor a seven-day window to present a higher proposal. Paramount purportedly floated an informal $31-per-share price that prompted the company to set a deadline of February 23 for a "best and final" bid. Under the terms of Wa…
Vulcan Materials reported fourth-quarter results that missed Wall Street expectations as a slowdown in residential construction reduced demand for its concrete, asphalt and aggregates. The company posted $1.91 billion in revenue, a 3.2% increase year-over-year, but adjusted earnings per share of $1.70 fell short of the $2.11 analysts expected. Shar…
ARKO Petroleum Corp. completed its initial public offering on February 13, selling 11,111,111 shares of Class A common stock at $18.00 per share and generating approximately $183.2 million in net proceeds. The Class A shares began trading on the Nasdaq Capital Market under the ticker APC. Parent company ARKO Corp. retained significant economic and …
eToro reported fourth-quarter adjusted earnings that exceeded analyst expectations, supported by growth across the range of asset classes it offers. The company saw its assets under administration rise year-on-year even as net contribution from crypto and margin-related items declined. Broader market dynamics during the quarter included rising U.S.…
Ocular Therapeutix (OCUL) saw its stock fall 25% after releasing top-line results from the Phase 3 SOL-1 superiority trial of Axpaxli in wet age-related macular degeneration (AMD). The study reached its primary endpoint, with Axpaxli outperforming Regeneron’s Eylea on the percentage of patients maintaining visual acuity at both 36 and 52 weeks. Mar…
UBS upgraded Southwest Airlines to Buy from Neutral, increasing its price target to $73 from $51 after modelling outsized earnings contributions from a suite of customer monetization moves. The bank’s base-case sees extra legroom, assigned seating and checked bag fees adding roughly $4.25-$4.50 in incremental EPS at full maturity in fiscal 2027, li…
Following EquipmentShare's recent U.S. initial public offering, several brokerages have initiated coverage. Analysts differ on near-term valuation but generally view the company as well positioned for rapid rental-site growth and technology-led scale gains. Key points of debate include margin outlook, complexity in financial adjustments, and the ti…
