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.
Evercore ISI told clients that heavy investment in artificial intelligence is reshaping market dynamics, warning that falling free cash flow at major hyperscalers has produced the firm's first systemic "yellow flag." The firm still expects robust capital spending and a continued structural bull market, while pointing to credit-market divergences an…
Wells Fargo upgraded Jack Henry & Associates (NASDAQ: JKHY) to Overweight from Equal Weight and increased its price target to $196 from $181, pointing to conviction in fiscal 2027 revenue acceleration. The firm added Jack Henry to its 'Fab 5' fintech list, anticipating growth from a combination of core banking, digital and payments wins, firmer ren…
Wells Fargo upgraded Accenture to Overweight from Equal Weight and put a $275 price target on the stock, signaling more than 22% upside from the prevailing share price. The bank cited improving bookings, peer commentary on discretionary spend, and easier year-over-year comparisons as reasons for greater confidence in revenue acceleration in the sec…
Stifel has started coverage of MHA plc with a 'buy' recommendation and a 205p price target, implying roughly 35% upside from the stock's Feb. 16 close of 151.5p. The brokerage's valuation is derived from a discounted cash flow model using a 9% weighted average cost of capital and a 2.5% terminal growth rate. Stifel projects revenue and adjusted EBI…
Bank of America’s February global fund manager survey of 190 participants overseeing $512 billion shows worries that companies are overinvesting in capital expenditure at a record high. At the same time, overall investor sentiment is strongly bullish, with large net positioning toward equities and commodities, growing expectations for stronger grow…
Hydreight Technologies is a speculative, high-upside long. The company targets a segment of industrial inspection and non-destructive testing that is forecast to grow at roughly an 8% CAGR to 2032. Public financial detail and liquidity are limited, but the opportunity is asymmetric: modest capital and revenue can leverage into rapid valuation upsid…
Deutsche Bank initiated coverage of BitGo Holdings (BTGO) with a Buy rating and a $17.00 price target, implying roughly 58% upside from the stock's $10.76 level. The bank highlighted BitGo's institutional custody and infrastructure services as aligned with global trends in crypto adoption, while noting that a broader revenue uplift may be pushed in…
Two senior officials at the U.S. Department of Health and Human Services are set to leave their current posts as part of a broader managerial reshuffle, with both expected to be offered new positions within the administration. The departures come as the HHS secretary names new senior counselors to oversee agency operations and key sub-agencies.
Citi is advising clients to increase positions in Nvidia, forecasting stronger performance in the second half of 2026 as product rollouts and clearer demand visibility carry into 2027. Analyst Atif Malik projects higher-than-consensus quarterly revenue, continued platform ramps, and elevated fiscal 2027 gross margins, while acknowledging competitiv…
U.S. stock index futures fell modestly Tuesday as investors returned from a long weekend worried that artificial intelligence could upend business models in software, brokerage and logistics sectors. Tech names led declines while futures tracked losses across major indexes. Markets also focused on corporate earnings and a key inflation report that …
Vivani Medical, Inc. (NASDAQ: VANI) saw its chairman, Gregg Williams, buy 1,866,492 shares in two transactions on February 15, 2026, for about $1.98 million. The company recently closed a $4.5 million financing and reported favorable results from a 6-year Early Feasibility Study of its Orion Visual Cortical Prosthesis System, even as market data fl…
Analysts at Evercore ISI anticipate Walmart will deliver robust fourth-quarter results but are forecasting a restrained outlook for the current fiscal year, with initial annual EPS guidance expected around $2.80-$2.90. That range would sit about 3%-5% below the consensus midpoint among analysts. Evercore highlighted Walmart's market-share gains and…
An unusually large group of Democratic candidates this cycle are foregrounding religious belief in their campaigns in an effort to attract Christian voters who have historically favored Republicans. Several candidates are clergy or seminarians and explicitly link faith to policy stances on immigration, economic justice and abortion. The approach fa…
Kevin Warsh, nominated to lead the Federal Reserve, has argued for a materially smaller central bank balance sheet. But analysts and economists say the Fed’s present operating framework and the banking system’s demand for reserves make a significant contraction difficult without substantial regulatory and operational changes - moves that would take…
Applied Digital (APLD) sits at the intersection of two durable trends: long-term, non-cancellable lease contracts that convert capacity into contracted revenue, and an outsized ramp in demand for AI/HPC power density. Those two tailwinds justify a tactical long trade over the next 45 trading days, but the company’s stretched valuation, negative fre…
A 2019 Supreme Court decision in Rucho v. Common Cause removed the ability of federal courts to review partisan gerrymanders, legal experts say, clearing the path for an intensifying cycle of mid-decade mapmaking. High-profile rulings preserving newly drawn maps in Texas and California, and similar efforts in multiple states, have provoked widespre…
After four months of declines the U.S. dollar may be ready for a pause or modest rebound as a mix of political and economic developments eases previous pressures. Market positioning and derivatives flows show investors hedging against further dollar falls, while some strategists turn more constructive on the currency given improving U.S. growth pro…
Zurich Airport's stock pulled back after the operator and airline users agreed a new four-year flight-operations charge regime beginning Oct. 1, 2026, that will lower overall airport charges by roughly 10%. Barclays analyst Andrew Lobbenberg described the settlement as more challenging than market expectations, with passenger charges falling more s…
UBS Global Research judges the UK telecom sector to be under structural strain, with modest early-2026 improvements in pricing discipline offset by ongoing pressure from slow ARPU growth, intense competition, and elevated strategic risks tied to regulation, network investment and consolidation. The bank’s coverage assigns a broadly cautious-to-nega…
A nonprofit organization and two Washington residents filed suit in federal court seeking to halt the Trump administration’s proposed overhaul of East Potomac Park, including the century-old public golf course. Plaintiffs say the administration’s move to terminate a long-term lease and pursue reconstruction violates a congressional act from 1897 an…
A Santa Clara County judge declared a mistrial after jurors failed to reach unanimous verdicts in the case of five current and former Stanford students charged over a 2024 pro-Palestinian occupation that left the university president’s office damaged. The jury split on felony counts of vandalism and conspiracy to trespass, and prosecutors have indi…
UBS upgraded its rating on SSP Group Plc to "buy" from "neutral" and raised its 12-month price target to 245p from 180p, citing a material improvement in the company’s ability to convert earnings into free cash flow and rising aviation capacity across key markets. The bank projects free cash flow to recover strongly through FY30, expects leverage t…
Morgan Stanley analysts warn that the rollout of new artificial intelligence models creates structural risks for equity markets, yet they highlight contradictory aspects of the narrative that may benefit certain infrastructure and software providers. The firm points to recent weakness in the tech-heavy Nasdaq and mega-cap stocks, while advocating f…
Northrop Grumman beat Q4 2025 estimates, but conservative 2026 guidance (4% revenue growth, flat free cash flow) leaves limited upside at current valuations. The trade idea: a tactical long that captures upside if F/A-XX or similar high-profile contract momentum returns, while protecting against guidance-driven weakness.
The UK unemployment rate climbed to 5.2%, the highest level since January 2021, renewing market and analyst expectations that the Bank of England may begin cutting interest rates in March. A range of major banks and economic research firms point to weakening hiring, falling payrolls and moderating wage growth as the main drivers behind forecasts fo…
