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.
UBS increased its price objective for McDonald’s to $365 from $350 while keeping a Buy rating, signaling roughly 11% upside from the stock's current level. The firm cited robust fourth-quarter results, broad same-store sales strength, and an accelerating new-store rollout as reasons for greater confidence in the company’s sales trajectory through 2…
Deutsche Bank reduced its 12-month price target for Shopify to $175 from $195 while retaining a Buy rating, attributing the cut to adjustments in profitability forecasts for fiscal 2026 and 2027 primarily linked to tax rates. The decision comes against a backdrop of robust revenue and gross merchandise volume growth, continued product momentum — in…
UBS reiterated a Buy rating on T-Mobile US (NASDAQ:TMUS) and maintained a $300.00 price target after the carrier’s Capital Markets day, highlighting an outlook for accelerating EBITDA growth and meaningful free cash flow. Management’s guidance for 2026 and 2027 aligns broadly with street estimates while showing upside versus prior implied expectati…
UBS increased its price target on Cisco to $95 from $90 and retained a Buy rating following the company’s quarterly results. The firm pointed to stronger-than-expected 'AI' and 'Product' orders and a widening silicon portfolio - including the new G300 chip - as reasons for improved visibility into growth in the back half of FY26 and into FY27. UBS …
UBS raised its 12-month price target on Solstice Advanced Materials Inc. (SOLS) to $87 from $75 and maintained a Buy rating after the company reported mixed fourth-quarter results. The stock has already moved above its prior 52-week high, and technical indicators point to an overbought reading following a sharp weekly gain. UBS cited the quarter an…
Two brokerages reduced their ratings on Inspire Medical Systems after management trimmed its 2026 revenue-growth guidance and flagged significant uncertainty tied to a coding change that could materially reduce physician payments. The downgrades reflect concerns that lower physician reimbursement and related procedure-volume pressure will slow adop…
Ford is trading like a cyclical turnaround gone wrong, but the company throws off substantial free cash flow, pays a healthy yield, and still dominates profitable truck markets. The setup is actionable: enter around $14.00, protect with a $12.50 stop, and target $16.50 on a mid-term (45 trading days) horizon if margin improvement and tariff clarity…
A Federal Reserve Bank of New York study concludes that American consumers and companies carried nearly all of the economic burden from the administration’s recent tariff increases. The paper finds large pass-through of tariffs into import prices and shows the domestic share of the cost shifted somewhat over last year but remained dominant. The New…
Representative Jamie Raskin, the ranking Democrat on the House Judiciary Committee, has called for an Inspector General inquiry into whether Department of Justice personnel monitored members of Congress as they reviewed Jeffrey Epstein-related files on DOJ computers. The request followed photographs from a committee hearing in which Attorney Genera…
Toast is trading at cycle-low levels after a broad SaaS sell-off triggered by new AI tools. The restaurant-focused POS and software platform is mission-critical, with ~$5.8B implied revenue, $564M in free cash flow, and sticky economics. This trade idea lays out an entry at $26.11, a $38 target, and a $23 stop with a long-term (180 trading days) ho…
Benchmark increased its price target on Healthcare Services Group (HCSG) to $28.00 from $24.00 and reiterated a Buy rating following a notable share rally and an outsized quarterly earnings beat. The firm highlighted improving skilled nursing facility client fundamentals, strong cash flow and a net cash position that enables targeted M&A and a new …
Benchmark has reaffirmed its Buy rating and $7.00 price target for Grab Holdings Inc. after the company reported mixed fourth-quarter results and provided guidance for fiscal year 2026. While guidance modestly missed consensus, management presented a three-year plan targeting $1.5 billion in adjusted EBITDA by FY28. Other broker moves included Bern…
Stifel raised its price target for Equinix to $1,075 from $1,020 while retaining a Buy rating, citing 2026 guidance that exceeded expectations and showed a step-up in AFFO per share growth. The data center REIT reported record bookings and growth in recurring revenue despite fourth-quarter misses on earnings and revenue linked to a delayed large de…
Benchmark maintained its Buy rating on NetEase and reaffirmed a $158.00 price target after the company's fourth-quarter 2025 results, which showed mixed operational outcomes. While quarterly EPS and revenue missed analyst expectations, deferred revenue hit a multi-year high and the company’s balance sheet metrics and AI integration plans were noted…
Benchmark increased its price target on Tower Semiconductor (TSEM) to $165 from $150 and reaffirmed a Buy rating, citing robust fourth-quarter results led by the company's silicon photonics business and higher incremental margins. Tower reported revenue and profit beats for the quarter, guided to a modest seasonal trough in Q1 2026, and carries a m…
UBS reiterated its Buy rating on Walmart with a $135 price target, citing confidence that the retailer's upcoming fourth-quarter results will underpin its investment case despite elevated valuation metrics and recent price appreciation. Several other brokerages have also lifted targets to $140, while Walmart continues store expansion and hiring as …
Chefs' Warehouse reported fiscal fourth-quarter results that exceeded analyst expectations on revenue, adjusted EPS and adjusted EBITDA. Benchmark retained its Buy rating and $84.00 price target, keeping the company on its Best Idea list and pointing to continued strong performance into fiscal 2026. Management described sales trends as robust in Ja…
NexGen Energy is moving from exploration toward accelerated development at its Arrow uranium complex in Saskatchewan. Market enthusiasm for nuclear as a baseload solution and a tightening supply outlook create a favorable backdrop. We outline a mid-term (45 trading days) long trade with clear entry, stop and target, plus the catalysts and risks tha…
Investor optimism that artificial intelligence would buoy a wide range of stocks is giving way to a more selective market reaction. While AI adoption underpinned gains in technology and infrastructure-linked names, recent product releases and concerns over heavy capital spending have prompted sharp sectoral sell-offs and forced investors to re-eval…
Jaguar Uranium Corp. raised $25 million through an initial public offering of 6.25 million Class A common shares priced at $4.00 each. The financing, which closed on February 11, 2026, positions the company to advance exploration and development work across its Argentina and Colombia uranium projects, with proceeds earmarked for exploration, develo…
Lululemon Athletica Inc. shares fell 2% on Thursday after a report said customers are again complaining that certain leggings become transparent when bending or squatting. The fresh complaints mirror a recent episode that prompted the company to temporarily withdraw another line and later relist it with sizing and underwear guidance. The recurrence…
Ensign (ENSG) combines a fast-growing operations footprint with a growing owned-real-estate base that supports predictable cash flow and low leverage. At $215.12 the stock sits near a 52-week high but fundamentals - $370.7M in free cash flow, debt/equity ~0.06, and ROE ~15% - argue for a continued rerating if acquisitions and occupancy hold. This t…
Stifel reduced its price objective on HubSpot Inc (NYSE: HUBS) to $375 from $500 while retaining a Buy rating following the companys fiscal 2026 constant currency revenue guidance of 16%. The firm described market reaction to the guidance as mixed and attributed the lower target primarily to broader SaaS group multiple compression rather than comp…
Stifel reduced its price target on Inspire Medical Systems (INSP) to $95 from $110 while retaining a Buy rating, citing the company's recently revised 2026 guidance and ongoing reimbursement challenges. The firm warned that a worst-case billing scenario involving code 64582 with a -52 modifier could further depress physician payments. Despite the t…
Benchmark has reiterated a Hold rating on Unity Software following a fourth quarter that beat revenue and adjusted EBITDA expectations. Unity reported $503 million in Q4 revenue and $125 million in adjusted EBITDA, outperforming consensus, but provided first-quarter guidance that signals a reset. Analysts' consensus hovers nearer to Buy with a 1.85…
