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.
A Penn-Wharton Budget Model analysis estimates that more than $175 billion in tariff collections tied to duties imposed under the International Emergency Economic Powers Act (IEEPA) could have to be returned to importers if the U.S. Supreme Court rules those tariffs unlawful. The projection, created for Reuters, draws on detailed product- and count…
The rollout of the Pentagon’s Cybersecurity Maturity Model Certification (CMMC) is prompting some small suppliers to rethink or exit defense work because of high compliance costs, audit delays and uncertainty about what information must be protected. The situation raises potential production and competition risks as the U.S. government presses cont…
Analysts at Raymond James say the United States is "likely at this stage" to carry out a military operation in Iran, though the scale and objectives of any action remain unclear. A rapid buildup of U.S. military assets in the Middle East and an impasse in recent talks with Iranian representatives have increased the prospect of strikes. Financial ma…
UBS upgraded St. James's Place Plc to a 'buy' rating from 'neutral' while trimming its 12-month price target to 1,465p from 1,565p, citing earnings growth prospects and valuation support but incorporating potential disruption from AI-driven products into lower gross flow assumptions. The bank models a range of AI sensitivity scenarios that produce …
Investors poured a net $11.77 billion into U.S. equity funds in the week to February 18, marking the biggest weekly inflow since January 14, as a cooler consumer price inflation report lifted hopes for Federal Reserve rate cuts and eased pressure on technology stocks. Bond funds and money market instruments also drew substantial capital, extending …
Planet Labs operates the largest commercial Earth-imaging fleet and is converting that coverage into recurring analytics revenue. At $25.27 today, the stock already reflects a big rerating; this idea is a long-term trade that banks on continued government deals, backlog monetization and improving unit economics. Use strict risk controls—stop at $18…
Piper Sandler initiated coverage of OKYO Pharma Ltd. (NASDAQ: OKYO) with an Overweight rating and a $7.00 price target. The firm’s investment case centers on urcosimod, the company’s lead candidate for Neuropathic Corneal Pain (NCP) associated with post-ocular surgery or Dry Eye Disease, following Phase 2 signals of pain relief and a favorable safe…
Constellation Energy (CEG) is evolving from a traditional utility into a critical infrastructure provider for AI-scale compute. The company’s carbon-free nuclear fleet, recent large acquisitions and long-term PPAs with hyperscalers create an earnings profile that can re-rate as AI data-center electrification becomes a structural demand story. We la…
TTM Technologies (TTMI) is trading at roughly $100.75 after a strong run driven by AI/data-center exposure and a recent S&P MidCap promotion. With roughly 36% of sales tied to data-center computing and AI, management forecasting 15-20% sales growth for 2026, and a healthier balance sheet (debt/equity ~0.52), this is a tactical long for investors wh…
Citizens reiterated a Market Outperform rating and a $55.00 price target for Gaming and Leisure Properties (GLPI), citing stronger-than-expected fourth-quarter 2025 results, an encouraging 2026 outlook, and a series of accretive investments that are underway and effectively funded while preserving long-term leverage targets.
Jefferies upgraded American Electric Power to Buy from Hold and lifted its price target to $150, pointing to a doubling of contracted large-load demand to 56 gigawatts by 2030. The firm emphasized that the new load is contractually secured, concentrated in ERCOT, PJM and SPP, and supported by long-term commercial terms and financial safeguards. The…
Citizens maintained a Market Outperform rating on LeMaitre Vascular (LMAT) and left its price target at $113.00. The stock trades near $91.86 with a P/E of 39.47. Analysts highlight notable margin expansion and substantial EPS growth since fiscal 2023, though InvestingPro flags the stock as potentially overvalued versus its Fair Value estimate.
Global equity markets modestly advanced on Friday, with Europe and U.S. futures rising as investors largely weighed economic fundamentals above geopolitical jitters. The pan-European STOXX 600 gained 0.5% and was poised for its fourth straight week of gains, while S&P 500 futures added 0.4%. At the same time, oil rallied to its highest levels in ov…
Citizens reiterated a Market Outperform rating and a $19.00 price target on Cushman & Wakefield (CWK), citing meaningful leverage reduction, margin gains despite platform investments, and a 34% rise in net income year-over-year. Revenue for the trailing twelve months rose 8.9% to $10.3 billion, while InvestingPro analysis places the stock below its…
Citizens has reiterated its Market Outperform rating on Carvana Co. (CVNA) and held its $460 price objective, arguing the latest quarter marks a pivotal moment for the company’s bullish case. The analyst firm highlights improving margin visibility toward a 13.5% medium-term EBITDA goal, fixed-cost leverage contributions, and steps by Carvana to pas…
Indian equities ended the Friday session in positive territory, with the Nifty 50 rising 0.46% and the BSE Sensex climbing 0.38%. Strength in Power, Capital Goods and Metals helped lift key names such as Hindalco, NTPC and Larsen & Toubro, while IT heavyweights recorded declines. Volatility as measured by the India VIX ticked higher and commodities…
Deutsche Bank has revised its view on European consumer staples from cautious to neutral, citing a firmer U.S. consumer, recovering sector earnings and comparatively low valuations versus U.S. peers and the broader Stoxx 600. Analysts expect modest earnings growth by 2026 and see several cyclical and policy-related drivers supporting demand.
Jefferies upgraded ThyssenKrupp AG from hold to buy and increased its price target to €13 from €12.50, pointing to recent restructuring progress and updated earnings projections. The broker raised its 2026 and 2027 adjusted EBIT forecasts, adjusted EBITDA expectations and flagged the value of the company’s tk Elevator stake as part of a sum-of-the-…
Citizens has reiterated a Market Outperform rating and a $31.00 price target on Bicara Therapeutics (BCAX), pointing to encouraging long-term follow-up data for ficerafusp alfa combined with pembrolizumab and a robust cash position. The company reported durable responses beyond two years and is advancing a Phase 2/3 program while selecting a 1500 m…
Bank of America strategist Michael Hartnett argues that global equities are unlikely to climb much higher from current lofty valuations unless two outside events occur: a normalization in the Middle East that secures oil supplies and collapses prices, and a U.S.-China trade détente led by a Trump-Xi deal in April that lowers tariffs and lifts polit…
Citizens raised its price objective on Hamilton Insurance Group (NYSE: HG) to $35.00 from $32.00 and kept a Market Outperform rating, pointing to favorable conditions across specialty insurance and reinsurance. The firm highlighted Hamilton’s revenue growth, attractive valuation metrics, recent A.M. Best upgrade, and a slate of senior leadership ap…
Citizens reduced its price target for Invitation Homes to $35 from $40 while retaining a Market Outperform rating, citing oversupply in some markets that has driven new lease rate growth to -4.1% in the latest quarter. Same-store net operating income rose 0.7% despite the drop in new lease rates. The stock trades near its 52-week low, yields 4.67%,…
France, Germany, Italy, Poland and Britain have agreed to a joint effort to develop and procure autonomous drones and other low-cost military effectors. The move, set out in a document and confirmed by a Polish defence ministry source, is part of broader measures to strengthen Europe’s defence industrial base and increase production capacity, while…
Citizens trimmed its price target on DoorDash Inc. to $250 from $285 but kept a Market Outperform rating, citing multiple growth avenues and an expectation that 2026 will be an investment year as the company prioritizes scaling before realizing full profitability. The shares trade at $176.19, implying about 42% upside to the revised target, even as…
Peru’s Congress removed President Jose Jeri just four months into his term and installed Jose Balcazar as interim president, yet financial markets moved little. Analysts say the country’s mining-centric economy and confidence in its central bank have kept investor sentiment resilient despite recurrent political turnover. The focus now shifts to the…
