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.
ServiceTitan’s GTV slowdown is a legitimate near-term headwind, but the company’s subscription base, product roadmap and path to operating leverage make the shares a buy from a risk/reward standpoint. We lay out an actionable trade, a mid-term thesis and what would change our view.
Toll Brothers, the leading luxury homebuilder, announced the opening of two new home collections—Hillside and Crestview—at their exclusive Bickford Ranch community in Placer County, Northern California. The community offers luxury single-family homes with customizable designs and access to extensive natural preserves and recreational amenities. Hom…
Toll Brothers, a leading US luxury home builder, announced the start of construction at their new gated community, Sawgrass Lakes, in Babcock Ranch, Florida. The community will feature large, customizable luxury homes with prices ranging from the upper $500,000s to over $1 million and is expected to open for sale in January 2027. Residents will hav…
We upgrade Devon Energy (DVN) to Buy. The stock trades at roughly fair-to-attractive multiples (EV/EBITDA ~7.5, P/E ~12), generates ~$1.48B of free cash flow and carries modest leverage. With a tighter focus on the Permian and a cleaner balance sheet after the June 2026 exchange offers, DVN offers asymmetric upside to $60 over the next 180 trading …
Scholar Rock (SRRK) just cleared a major regulatory hurdle with FDA approval of apitegromab (Isembyld) for SMA. With approval in hand, the company moves from clinical binary to commercial execution — a transition that merits re-rating. We reiterate Strong Buy, laying out an entry at $48.97, a $70 target, and a $44 stop loss for a long-term trade ho…
NRx Pharmaceuticals announced that the FDA has reclassified its Abbreviated New Drug Application amendment for preservative-free ketamine from a major to a minor amendment. This change has advanced the Generic Drugs User Fee Act goal date to November 10, 2026, potentially speeding approval of their NRX-100 drug, which targets suicidal ideation in d…
I upgraded FormFactor (FORM) to Strong Buy and am raising my 180-day price target to $155.00. The company reported a clean Q2 beat, delivered $258.2M in revenue and strong free-cash-flow, and is expanding into silicon photonics and quantum cryogenic test markets. Valuation looks rich on the surface, but underpinned by durable FCF margins, a low-deb…
Brandywine Realty Trust announced a quarterly dividend of $0.08 per common share, payable October 22, 2026, with record date October 8, 2026. The company also confirmed its third quarter 2026 earnings release date as October 21, followed by a conference call on October 22. As one of the largest publicly traded real estate investment trusts in the U…
Venture Global is scaling into a world hungry for U.S. LNG. Recent commissioning wins, a lifted EBITDA guide and fresh long-term contracts with China Gas give revenue visibility while the share price still trades at a reasonable multiple. This trade idea lays out a long entry with specific price, stop and target for a 180-trading-day horizon.
Truist Financial has agreed to sell $5.5 billion of auto loans, a move that will generate about $5.2 billion in net proceeds and represent the bank's exit from near-prime auto lending. The transaction is part of a larger strategic review led by CEO Mike Lyons to shed less profitable, non-core businesses and reposition the franchise for stronger gro…
ConocoPhillips (COP) is trading near a 52-week high on robust free cash flow, modest leverage and a shareholder-friendly capital allocation plan. We lay out a mid-term swing trade that captures further upside while protecting against near-term momentum exhaustion.
NN, Inc., a precision manufacturing company specializing in micron-toleranced metal components for high-growth markets, announced executives will participate in the 25th Annual D.A. Davidson Diversified Industrials & Services Investor Conference. They will host investor meetings, provide an updated business outlook, and discuss company performance …
Russia’s Foreign Ministry said on Sept 15 that the U.S. admission of deployed orbital weapons disregards the potential fallout of an armed conflict in space and endangers long-term stability of space activities. Ministry spokeswoman Maria Zakharova warned of severe risks to space exploration and to socio-economic processes on Earth. The U.S. Air Fo…
CrowdStrike’s Falcon platform sits at the intersection of two fast-growing vectors: cloud-native security and AI-driven threat detection. With market cap near $248B and FCF roughly $1.61B, the stock is richly priced, yet near-term catalysts tied to AI safety headlines and regulatory focus create a clear window for a directional trade. This idea out…
Treasury Secretary Scott Bessent told lawmakers the United States contributed only a nominal amount to a coordinated effort to shore up the yen, saying the action served U.S. interests by supporting exports and reducing the likelihood Japan would sell U.S. assets to finance its intervention. He also signaled a preference for Bank of Japan rate move…
Star Bulk Carriers Corp. successfully raised approximately €107.8 million ($124.41 million) through a public offering in Greece including a parallel private placing. The funds will be primarily used to complete the construction of three vessels currently under construction and to finance acquisitions of additional vessels by the company's subsidiar…
Broadcom shares have slipped into oversold territory after leaders of major AI customers urged a pause on rapid AI rollout. Still, Broadcom's scale, $16.7B AI chip revenue run-rate, and $39.4B in free cash flow argue that look-through demand remains strong. This trade idea lays out a mid-term buy-the-dip plan with clear entry, stop, and target, plu…
Star Bulk Carriers Corp. successfully completed a public offering of 4,400,000 new common shares, raising approximately €107.8 million before expenses. The offering was oversubscribed over six times, reflecting strong investor demand from both retail and qualifying investors. The shares were simultaneously admitted for trading on the Main Market of…
UMH Properties, Inc., a publicly traded real estate investment trust specializing in manufactured home communities, will release its third quarter 2026 financial results on November 2, 2026. The company will host a webcast and conference call on November 3, 2026, to discuss financial performance, current market conditions, and future outlook. UMH o…
ENvue Medical, a medical technology company specializing in enteral feeding solutions, has been denied continued listing on The Nasdaq Capital Market by the Nasdaq Hearings Panel. Consequently, ENvue’s stock will be suspended on Nasdaq and begin trading on the OTC Markets under the symbol FEED starting September 16, 2026. The company emphasizes tha…
ONEOK, Inc. (NYSE: OKE) disclosed the pricing and terms for cash tender offers by its subsidiary ONEOK, L.L.C. (OpCo) to repurchase up to $2 billion aggregate principal amount of various series of OpCo's outstanding debt securities. The offers include early tender premiums and are subject to acceptance priority levels, with all conditions satisfied…
Perma-Pipe (PPIH) combines strong recent revenue and earnings growth, a cleaner balance sheet, and visible new-market expansion that can sustain multiple expansion and further margin gains. At current levels the stock offers a reasonable risk/reward for a mid-term swing trade targeting the 52-week high, with defined entry, stop and target.
Charles Schwab is investing heavily in AI to lift client engagement, reduce operating cost per account, and accelerate asset gathering. With H1 2026 revenue up 18% to $13.6B and EPS momentum (earnings +41% in H1), the stock trades at a reasonable P/E ~19.5 and a market cap near $187B. This trade idea takes a constructive view: enter at $108.17, sto…
Nigeria's annual inflation rate eased to 15.39% in August from 15.43% in July, with monthly inflation slowing to 0.7% from 1.6% the prior month. The reading fell below the median Bloomberg forecast of 15.7% from three surveyed economists, a development that could make the Monetary Policy Committee more receptive to restarting a cycle of rate cuts w…
FingerMotion, Inc. updates progress on its Alberta program developing ten 9.9 MW behind-the-meter power generation and data hall sites across four campuses, totaling 99 MW capacity aimed at AI and high-performance computing clients. The company plans to complete permitting by Q1 2027, contract capacity under long-term take-or-pay agreements before …
