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Latest Articles

Greer Says High Stakes Drive Supreme Court's Cautious Review of Tariff Challenge

Greer Says High Stakes Drive Supreme Court's Cautious Review of Tariff Challenge

U.S. Trade Representative Jamieson Greer told CNBC that the U.S. Supreme Court is taking a deliberate approach to a legal challenge to presidential tariffs, citing the large sums already collected and describing the issue as one of "extreme national interest." Greer also suggested the plaintiffs do not have "an open and shut case," which may be pro…

Daiwa Lifts Ratings on Mastercard and Visa After Strong Quarterly Results

Daiwa Lifts Ratings on Mastercard and Visa After Strong Quarterly Results

Daiwa Capital Markets upgraded both Mastercard and Visa to Outperform following recent earnings reports. The brokerage highlighted better-than-expected revenue and earnings trends, encouraging medium-term guidance, and specific commercial developments that reduce uncertainty. For Mastercard, stronger revenue growth, EPS expansion and a renewal with…

USTR Says High Court Is Moving Deliberately in Challenge to Trump-Era Tariffs

USTR Says High Court Is Moving Deliberately in Challenge to Trump-Era Tariffs

U.S. Trade Representative Jamieson Greer told CNBC that the Supreme Court is proceeding cautiously in a case testing the lawfulness of President Donald Trump’s broad tariffs. Greer cited substantial revenues collected under the tariffs, said plaintiffs do not have an "open and shut case," and described the matter as involving an "extreme national i…

Arko Petroleum Files for Up to $210 Million IPO, Nears $1 Billion Valuation

Arko Petroleum Files for Up to $210 Million IPO, Nears $1 Billion Valuation

Arko Petroleum Corp., the wholesale fuel arm of convenience store operator Arko Corp., has filed to raise as much as $210 million in an initial public offering that could value the business at close to $1 billion. The company said it will offer 10.5 million shares priced between $18 and $20 apiece and plans to trade on Nasdaq under the symbol APC. …

Palantir: Re-rate in Motion as AI Drives a Faster Growth Path

Palantir: Re-rate in Motion as AI Drives a Faster Growth Path

Palantir's 02/02/2026 results and aggressive 2026 guidance suggest the company is entering a higher-growth phase powered by enterprise AI adoption and strategic partnerships. The stock traded up sharply, but technicals show room for additional upside. This trade idea targets a re-rating toward $200 over a 180 trading-day horizon while protecting ca…

Insider Trades Monday: Who Bought, Who Sold and the Numbers Behind the Moves

Insider Trades Monday: Who Bought, Who Sold and the Numbers Behind the Moves

Insiders disclosed a series of purchases and sales on Monday covering a range of U.S. companies. Notable buys included a risk officer at a regional bank, symbolic participation by an asset manager at an energy land owner, and sizable additions by Saba Capital across two funds. Significant sales were reported by executives and major owners at firms …

Dollar Pullback Hinges on Clearer Fed Signals After Recent Rebound

Dollar Pullback Hinges on Clearer Fed Signals After Recent Rebound

The U.S. dollar pared some of its earlier gains but remains weaker over medium horizons, with analysts at Bank of America Securities saying renewed, sustained dollar declines will likely require further guidance from the Federal Reserve - particularly on interest-rate policy and balance-sheet plans under the next chair. Market moves followed the no…

Play Recorlev Momentum: XERS Swing Trade After Revenue Beat

Play Recorlev Momentum: XERS Swing Trade After Revenue Beat

Xeris (XERS) is showing clear commercial traction from Recorlev, with Q2 revenue near $71.5M and raised guidance. The tape and fundamentals support a mid-term long swing: entry $7.35, stop $6.25, target $9.25 over ~45 trading days. The trade balances momentum and valuation while acknowledging regulatory and execution risks.

Western Digital Board Approves $4 Billion Buyback; Shares Jump in Premarket

Western Digital Board Approves $4 Billion Buyback; Shares Jump in Premarket

Western Digital Corporation said its board has authorized an additional $4.0 billion for share repurchases, effective immediately. The announcement, which increases the firm's capital return capability on top of about $484 million remaining from the prior program as of February 2, 2026, sent WDC shares up 4.1% in premarket trading. Management said …

KeyBanc Sticks With Overweight on Revvity, Cites Buybacks and Q4 Momentum

KeyBanc Sticks With Overweight on Revvity, Cites Buybacks and Q4 Momentum

KeyBanc has reaffirmed an Overweight rating on Revvity Inc (NYSE: RVTY) and set a $125 price target, signaling roughly 16.7% upside from the current share price. The firm maintained its positive view even after Revvity guided fiscal 2026 organic growth of 2-3%, noting stronger end-of-year momentum and opportunities from accelerated share buybacks.

Relay Therapeutics Shares Rise After FDA Grants Breakthrough Therapy Status for Zovegalisib-Fulvestrant Regimen

Relay Therapeutics Shares Rise After FDA Grants Breakthrough Therapy Status for Zovegalisib-Fulvestrant Regimen

Relay Therapeutics Inc. (NASDAQ: RLAY) saw its stock climb in premarket trading after the U.S. Food and Drug Administration awarded Breakthrough Therapy designation to zovegalisib in combination with fulvestrant for a defined breast cancer population. The decision was supported by Phase 1/2 ReDiscover trial data and covers adults with PIK3CA-mutant…

What Broadcom Must Prove to Regain Momentum, According to Morgan Stanley

What Broadcom Must Prove to Regain Momentum, According to Morgan Stanley

Morgan Stanley says Broadcom’s recent underperformance could reverse if the company clears key questions about competitive dynamics, profitability from rack sales and overall valuation. Analyst Joseph Moore highlights concerns around TPU competition, customer-owned ASIC tooling and margins tied to Anthropic rack deployments, but judges many worries…