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.
Citizens reiterated its Market Outperform rating on AMN Healthcare Services and kept a $22.00 price objective, pointing to signs that the healthcare staffing market may be stabilizing and noting recent company commentary and a mid-term growth framework. The stock has traded down sharply in the last week even as other brokers adjust targets and the …
Guyana's rapid rise as an oil producer could accelerate if recent changes in Venezuela reduce regional tensions. Industry and geopolitical analysts say diminished friction may unlock areas of the Stabroek Block previously halted by dispute, support renewed exploration and attract fresh investment, topics expected to dominate the Guyana Energy Confe…
Paramount Skydance stock climbed in U.S. premarket trading after reports surfaced that Warner Bros. Discovery's board is evaluating whether to revisit sale discussions with Paramount. The development follows Paramount's revised hostile takeover proposal, which offers additional cash to Warner Bros shareholders from early 2027 for each quarter a dea…
ZIM’s stock jumped 33.6% in premarket trading after Hapag-Lloyd agreed to a $35-per-share cash offer that values the Israeli carrier at about $4.2 billion. The proposal carries a large premium to recent and earlier unaffected share prices and was unanimously approved by ZIM’s board. The transaction creates a combined global operator of more than 40…
Bernstein's third note in its "When AI threatens the moat" series re-examines its AI Displacement Risk framework across 184 European small and mid-cap stocks and highlights five names it believes remain insufficiently discounted for AI-driven disruption. The report shows a stark performance divergence across its 0-4 risk scale and draws attention t…
Cantor Fitzgerald initiated coverage of BitGo Holdings (NYSE: BTGO) with an Overweight rating and a $18 price target, citing the company’s role as a software and infrastructure provider to institutional and corporate digital-asset activity. The firm recognizes BitGo’s low gross profit margins but views the current share price as presenting an attra…
Citizens has initiated coverage on EquipmentShare.com (NASDAQ: EQPT) with a Market Outperform rating and a $42.00 price objective, implying roughly 24% upside from the prevailing share price of $33.77. The research note points to the company's rapid organic expansion in U.S. construction equipment rentals, its T3 technology platform and the OWN Pro…
HSBC upgraded Cognex to Buy from Hold and lifted its price target to $68, pointing to a marked improvement in margins driven by SG&A reductions, portfolio moves and a 2026 cost-reduction roadmap. Cognex reported fourth-quarter revenue and profit-margin gains that prompted several brokerages to revise price targets and ratings across the stock.
Bank of America projects the EUR/SEK exchange rate will finish 2026 at 10.50, reflecting continued appreciation of the Swedish krona since late 2025. The bank says risks are skewed to the downside, meaning the krona could strengthen beyond its base forecast, while noting specific technical resistance and support bands and scenarios that could rever…
Shares of BFF Bank fell sharply after press reports said Milan prosecutors had opened a preliminary probe into alleged false accounting. The lender says it has been aware of preliminary investigations since late 2023, has cooperated from the start, and describes recent accounting adjustments as operational allocation issues rather than missing fund…
Eli Lilly has identified India as a strategic node in its global supply chain and intends to scale locally sourced manufacturing as part of a previously announced $1 billion contract manufacturing investment. Rapid uptake of Mounjaro in India has made it the company's top-selling medicine by value there, and Lilly plans further product launches and…
UBS upgraded FinecoBank (BIT:FBK) to a Buy rating and raised its price target to €23.80 from €21.80, saying the bank's business model and technology stack make it well placed to adopt artificial intelligence tools. The move follows a recent 15% share-price drop amid investor concerns about AI-driven competition for deposits and the adviser distribu…
Bank of America projects the EUR/NOK currency pair will keep trending lower over the coming 12 months, even if brief recoveries occur. The bank points to recent, rapid strength in the krone versus its March 2026 forecast and identifies near-term technical levels to watch, while warning of several macro risks that could alter the outlook.
Erste Group expects the National Bank of Romania to keep its policy rate at 6.50% at the upcoming February meeting. The forecast notes a modest upward revision to NBR’s inflation outlook for the short-to-medium term, with core inflation rising more than previously projected. Erste does not anticipate the first rate cut until May 2026, attributing r…
Bank of America analysts said the Pakistani rupee is unlikely to move significantly in either direction in the near term. They cite a balanced current account and a real effective exchange rate that is stable and close to historical averages, signalling no clear overvaluation. Authorities' apparent pro-growth policy bias is expected to keep the nom…
Swiss electronic components maker Phoenix Mecano reported proforma organic sales down 0.9% in 2025 but exceeded analyst forecasts. Full-year sales reached €757 million, while EBIT of €47.5 million came in above estimates despite an 8% decline from the prior year. Orders strengthened in the fourth quarter and the company sees a gradual recovery in 2…
Goldman Sachs has initiated coverage of BitGo Holdings (NYSE: BTGO) with a Neutral rating and a price target of $11.50, reflecting roughly 10% upside from the current share price of $10.76. The bank's valuation is anchored to a multiple of adjusted EBITDA and acknowledges BitGo's profitable trailing twelve-month performance, while calling out reven…
Morgan Stanley upgraded Truist Financial (NYSE: TFC) to Overweight from Equalweight and increased its price target to $69, driven by what it describes as a large excess-capital position and scope for accelerated capital deployment through loans and buybacks. The bank reported a mixed quarter with earnings and revenue slightly below expectations and…
Morgan Stanley moved Veeva Systems (VEEV) from Underweight to Equalweight while trimming its price target to $205 from $222. The upgrade reflects a shift in sentiment since a June 2023 downgrade, even as divergent analyst views and a newly announced $2 billion buyback program highlight differing assessments of the company’s growth durability, compe…
Baird has launched coverage of Caris Life Sciences (NASDAQ: CAI) with an outperform rating and a $26 price target, implying roughly 26% upside from the current share price. The initiation comes amid a steep share-price decline over the past six months, while preliminary fourth-quarter and full-year 2025 results topped analyst and FactSet consensus.
UBS says the Swedish krona has strengthened roughly 4% on a trade-weighted basis since November 2025, pushing EUR/SEK toward multi-year lows. The bank expects a near-term rebound in EUR/SEK toward 10.80 before the euro resumes weakening against the krona, and it forecasts EUR/SEK at 10.50 by end-2026, while flagging limited scope for further immedi…
Goldman Sachs has initiated research coverage on EquipmentShare (EQPT) with a Buy rating and a $51 price objective, implying roughly 51% upside from the stock's $33.77 level. The bank cited the company's product mix, a capital-light financing model, and concentration in large projects and national accounts as drivers for above-peer growth. Goldman …
Baird has initiated coverage of EquipmentShare.com (NASDAQ: EQPT) with an Outperform rating and a $63 price target, implying roughly 86% upside from the current share price of $33.77. The firm highlighted the company’s capital-light growth model, the T3 technology platform and plans to expand 70-80 branches annually through 2030. Recent market acti…
The U.S. dollar nudged higher Tuesday as U.S. markets reopened after a holiday, with investors positioning ahead of a string of domestic economic releases including Federal Reserve minutes and the PCE price index. Sterling fell after U.K. labor-market data showed rising unemployment and slowing pay growth. Other currencies saw muted moves as Asian …
Theon shares climbed more than 3% on Tuesday after the company released preliminary 2025 results that topped analyst projections across key metrics. The firm reported a €1.4 billion soft order backlog, sales of €444 million, an adjusted EBIT margin of 26.2%, and year-end net cash of €126.9 million. Management expects 2026 revenues of €570-600 milli…
