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.
Chipotle (CMG) looks neither deeply undervalued nor richly expensive. The shares trade near $35.84 with a ~30-31x P/E and strong return metrics, but 2025 traffic weakness and margin trade-offs in 2026 mean upside depends on re-accelerating visits. A measured, mid-term buy-on-weakness approach with a defined stop and target captures upside if traffi…
ByteDance is reported to be in advanced negotiations to sell Shanghai Moonton Technology, the studio behind Mobile Legends: Bang Bang, to Saudi Arabia's Savvy Games Group for between $6 billion and $7 billion. Two people with direct knowledge of the discussions said the firms have agreed on broad terms and that the transaction could close as soon a…
Prysmian stock declined further Friday after media reports suggested Donald Trump might reverse some tariffs on aluminium and other metal goods. The news coincided with falls in aluminium futures on both the Shanghai Futures Exchange and the London Metal Exchange, prompting market moves across metal-related sectors.
Morgan Stanley downgraded Afya Ltd. (NASDAQ:AFYA) from Equalweight to Underweight and reduced its price target to $16.00 from $17.50. The firm flagged structural limits to student-seat growth in medicine, potential margin pressure as the company invests to scale adjacent businesses, regulatory constraints on intake and higher debt costs following a…
Rothschild Redburn upgraded Church & Dwight Co. Inc. (NYSE: CHD) from Sell to Neutral and increased its price target to $91 from $81, citing a more constructive view on the consumer goods company's near-term outlook. The change follows an evaluation of past pricing actions, brand performance across the Power Brands portfolio, and broader sales tren…
Global pharmaceutical companies are accelerating purchases of China-developed experimental medicines as they aim to cut costs ahead of looming patent expirations. Licensing deal values tied to the greater China region jumped to an unprecedented $137.7 billion last year, and industry advisers say the total could grow substantially again over the nex…
Barclays has reinstated coverage on Medtronic (MDT) with an Overweight rating and a $116 price target, reflecting about 15% upside from the stock's recent price. The bank highlights substantial growth potential in cardiac ablation systems and renal denervation technology, while valuation metrics and upcoming earnings could provide additional clarit…
SoftBank Group's stock plunged 8.9% after its December-quarter disclosure that ARM and OpenAI together comprise 65% of the company's net asset value (NAV). The conglomerate's NAV fell 1% from the end of September to February 11, with offsetting moves between ARM and additional OpenAI investment leaving the broader portfolio largely unchanged. The N…
Barclays downgraded Fortune Brands from Overweight to Equalweight and cut its price target to $55, citing guidance that fell well short of consensus and uncertainty about when margins will recover heading into 2026. The company also reported a Q4 2025 earnings and revenue miss, while investors weigh the potential impact of a new CEO against ongoing…
UBS lowered its price target on Pinterest Inc. to $26 from $40 while retaining a Buy rating after the social-image platform reported weaker-than-expected fourth-quarter results and issued softer guidance. The bank trimmed its 2026 revenue and adjusted EBITDA forecasts and cited persistent advertiser pressures and higher AI-related costs as factors …
Baird downgraded Pinterest Inc. (PINS) from Outperform to Neutral and trimmed its price target to $20 from $35, citing persistent headwinds among larger advertisers and recent company restructuring. The stock is trading near its 52-week low after a more than 52% decline over the past year. While user growth and engagement remain constructive and pr…
Neurocrine (NBIX) sold off after below-expectation Ingrezza guidance, but the underlying business remains healthy: Ingrezza grew to $2.51B, Q4 sales topped $805.5M, and the company generates meaningful free cash flow. This trade idea buys the weakness with a clear stop and a 180-trading-day target that prices in recovery plus pipeline upside.
Citizens has downgraded Upstart Holdings Inc. from Market Perform to Market Underperform and established a $20.00 price target. The research house says the move is largely valuation-driven following the release of three-year medium-term guidance, and it highlights both marketwide pressure on fintech lenders with private credit exposure and mixed fo…
Elliott Investment Management said it will not tender its Toyota Industries holdings into the extended tender offer at the current price and has called on other shareholders to follow and to withdraw any shares already tendered. Following the announcement, Toyota Industries shares rose 2.33% to 20,450 yen.
Capgemini Chief Executive Aiman Ezzat rejected calls for complete technological sovereignty in Europe, saying absolute control over the full technology value chain is unattainable. He urged policy-makers to pursue tailored sovereignty solutions that balance regulatory objectives with the need for businesses to access AI and cloud services, while hi…
Switzerland’s headline inflation rate was unchanged at 0.1% in January, keeping it at the bottom of the Swiss National Bank’s 0-2% target range. Core inflation, which excludes fresh and seasonal food, energy and fuel, stood at 0.5%. Month-on-month consumer prices slipped 0.1%, driven by lower electricity costs and cheaper clothing and footwear. Eco…
Baird upgraded its rating on Wells Fargo to Neutral from Underperform and assigned an $85.00 price target. The firm points to a post-January share sell-off that it says has made the bank's valuation more reasonable and curtailed immediate downside, while remaining cautious because current multiples are still above the threshold that would prompt a …
Baird upgraded Synchrony Financial from Neutral to Outperform and set an $83.00 price target, pointing to attractive valuation metrics, resilient credit trends and capital flexibility. The firm highlighted risk-sharing agreements and a strong CET1 ratio as buffers against possible credit deterioration, while recent quarterly revenue shortfalls and …
Citizens has downgraded Domo from Market Outperform to Market Underperform and trimmed its price objective to $3.50, citing strong competitive headwinds in the Snowflake ecosystem, an elevated debt load with restrictive covenants, and mixed near-term operating results. The stock is trading near its 52-week low and has posted steep year-to-date loss…
U.S. President Donald Trump is expected to attend Saudi Arabia’s Future Investment Initiative (FII) conference in Miami from March 26-29, including a dinner hosted by Yasir Al-Rumayyan of the Public Investment Fund. His participation, a repeat since returning to the White House, comes as Saudi Arabia shifts its Vision 2030 strategy toward private c…
President Prabowo Subianto told an international economic forum that Indonesia's growth is genuine and forecast to exceed the government's target this year, citing his administration's free meals programme and local development initiatives as drivers of consumption and job creation. Senior economic minister Airlangga Hartarto said the economy could…
U.S. equity futures traded lower as investors braced for delayed January consumer price index figures that are seen cooling year-over-year but remaining above the Federal Reserve's 2% goal. Technology-related concerns tied to artificial intelligence pressure markets, hitting several sectors, even as Arista Networks and Applied Materials climbed in …
The U.S. dollar inched up on Friday but was largely constrained as markets awaited the January consumer price index, a key input for the Federal Reserve's rate outlook. The Dollar Index was slightly higher intraday yet poised for a roughly 0.6% weekly drop. Traders are watching for any upside surprises in inflation after a pattern of stronger-than-…
Heijmans delivered strong 2025 financial results, with group revenue rising 7.3% to €2.77 billion and adjusted EBITDA climbing 26.8% to €252 million. Net profit increased 44.4% to €130 million and the company raised its dividend to €2.37 per share. The order book expanded to €3.68 billion, and management provided optimistic 2026 guidance targeting …
Norwegian Cruise Line Holdings was downgraded by JPMorgan following the abrupt departure of its president and CEO, a move that prompted several other brokerages to revise price targets and ratings. Management installed John Chidsey as the new President and CEO and emphasized executional consistency going forward. Analysts' responses vary, reflectin…
