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.
Needham has initiated coverage of GlobalFoundries Inc. (GFS) with a Buy rating and a $55 price objective, highlighting recent margin expansion, rising wafer shipments and strength in automotive and data center end markets. The foundry reported fourth-quarter 2025 revenue at the high end of guidance and posted improved non-GAAP gross margins. Needha…
Truist Securities raised its price objective on GXO Logistics Inc. to $70 from $65 and retained a Buy rating, noting that future upside hinges on execution of secured contracts and productivity gains - particularly from AI-driven initiatives - which could materially improve margins beyond the company's current gross profit margin of 15.09%. The fir…
Feb 12 - American Electric Power reported fourth-quarter operating earnings that exceeded analysts' expectations and said it will augment its five-year capital expenditure program beyond $72 billion to accommodate rapidly growing electricity demand driven largely by major cloud and AI-related data center customers.
Pilots and flight attendants staged coordinated industrial action at Germany’s largest carrier, prompting Lufthansa to cancel close to 800 flights and affecting roughly 100,000 passengers. German airport association ADV provided a lower estimate of cancellations and passenger impact. The stoppage comes as high-profile events begin in Berlin and Mun…
Seres Therapeutics said it will pause further investment in a planned Phase 2 trial of SER-155 and reduce its workforce by about 30%. The company finalized a protocol with the FDA but is pausing the study while it pursues funding. Seres expects the cost cuts to extend its cash runway through Q3 2026 and will concentrate on earlier-stage live biothe…
PBF Energy posted an adjusted fourth-quarter profit of $0.49 per share, beating expectations for a $0.10 per share loss, as refining margins strengthened amid tighter global fuel supplies and higher crude differentials. Consolidated gross refining margin more than doubled to $11.16 per barrel and throughput rose to 888,900 bpd. The company said rec…
Baxter signaled that its adjusted earnings per share for fiscal 2026 will land between $1.85 and $2.05, a range below the Wall Street consensus of $2.25. The medical products maker attributed the shortfall to ongoing effects from hurricane-related disruptions at a key manufacturing facility. The stock plunged about 14% in premarket trading after th…
BridgeBio Pharma reported positive topline results from its Phase 3 PROPEL 3 trial of oral infigratinib in achondroplasia, driving a 9% intraday gain in the company’s stock. The study met its primary endpoint for annualized height velocity at Week 52 and showed a statistically significant improvement in body proportionality in a pre-specified subgr…
Raymond James trimmed its 12-month price target on Viking Therapeutics to $118 from $122 but left its Strong Buy rating unchanged after the company reported fourth-quarter 2025 results. Analysts point to progress across both subcutaneous and oral VK2735 programs, a forthcoming amylin agonist entering clinical testing, and a cash-heavy balance sheet…
KeyBanc has reduced its 12-month price target for HubSpot Inc (HUBS) from $400 to $340 while maintaining an Overweight rating. The move reflects worries that management's guidance for 16% constant-currency revenue growth in 2026 does not represent an acceleration back toward the company’s 20% growth objective. HubSpot reported solid fourth-quarter …
Jefferies lowered its price target for Unity Software to $30 from $55 while retaining a Buy rating, citing a Grow revenue shortfall and continued headwinds from ironSource depreciation. Unity reported mixed fourth-quarter 2025 results with earnings and revenue above expectations but issued first-quarter 2026 guidance below consensus, prompting seve…
Needham maintained a Hold rating on Paycom Software following the company’s fourth-quarter financials and its initial revenue guidance for 2026. While Q4 earnings met expectations and margins remained strong, the company’s mid-point revenue growth projection for 2026 of 6.5% came in below analyst consensus and highlights modest new-sales momentum d…
Needham has maintained a Buy rating on AppLovin Corp and held a $700 price target following the company’s stronger-than-expected fourth-quarter performance. The research note raised 2026 estimates on anticipated e-commerce revenue acceleration and increased adjusted EBITDA forecasts, even as near-term guidance and intensifying competition for adver…
Kepler Cheuvreux upgraded Banca Generali from Hold to Buy and raised its target price to €61.50 from €60 after the bank reported stronger-than-expected 2025 results. The broker cited robust fourth-quarter operating performance, revenue beats and management guidance for 2026 as the basis for higher earnings estimates and valuation assumptions, while…
General Motors is handing investors a rare confluence: strong cash generation, aggressive shareholder returns, a clear plan to cut EV losses, and a depressed multiple relative to asset and cash-flow strength. I’m initiating a tactical long with a clearly defined entry, stop and target and a mid-term horizon to capture re-rating and catalyst-driven …
Deutsche Bank moved Yara International ASA from Buy to Hold while lifting its price target to NOK 484 from NOK 451. The bank cited a more balanced risk-reward after the stock rallied nearly 13% since its previous upgrade, even as it raised 2026 EBITDA and first-quarter 2026 EBITDA forecasts on expected stronger fertilizer prices and marginally lowe…
Lynx Equity has urged caution on Applied Materials (AMAT) as the semiconductor equipment maker prepares to report first-quarter results. Shares have rallied sharply in recent weeks, lifting the stock close to its 52-week high and above several valuation measures. Lynx expects second-quarter sequential growth to be in the low-single-digit range and …
Truist Securities raised its price target for McDonald’s to $370 from $356 and reaffirmed a Buy rating following the company’s fourth-quarter 2025 results, which topped forecasts for comparable sales and adjusted EBITDA. The firm pointed to value initiatives, menu innovation, loyalty growth and technology investments as drivers of momentum, while o…
Keefe, Bruyette & Woods lifted its price target on Apollo Commercial Real Estate Finance (NYSE: ARI) to $11.50 from $10.75 while maintaining an Outperform rating. The firm revised 2026 quarterly EPS estimates to reflect ARI's planned sale of its loan portfolio at carrying value, an event KBW expects will produce $1.4 billion in net equity proceeds …
Shares of Gjensidige Forsikring ASA slipped after Barclays downgraded the stock to Underweight and lowered its price target, warning the insurer's upcoming Capital Markets Day could prompt downward revisions to consensus forecasts. The bank flagged a narrower expected improvement in combined ratio, competitive pressures beyond Norway, and structura…
Italian tax police carried out searches at Amazon's Milan headquarters, the residences of seven Amazon managers and the offices of auditing firm KPMG as part of a new strand of a tax evasion investigation. Authorities are probing whether Amazon maintained an undisclosed, permanent establishment in Italy between 2019 and 2024 and therefore should ha…
ICON plc's stock plunged after the company disclosed an internal accounting investigation focused on revenue recognition from 2023 through 2025. The probe has prompted a delay in fourth-quarter and full-year 2025 results, withdrawal of 2025 guidance, and an expected report of material weaknesses in internal controls over financial reporting.
The FTSE 100 climbed to a fresh record midday, supported by a sharp rise in Schroders after the British fund manager accepted a £9.9 billion all-cash offer from U.S. asset manager Nuveen. Broader European markets advanced and the pound strengthened slightly versus the dollar. Official data showed the U.K. economy expanded by a marginal 0.1% in Dece…
Needham reduced its target for HubSpot Inc. to $300 from $700 while retaining a Buy rating, citing results that were strong yet consistent with a tempered outlook for near-term growth. The stock has fallen sharply over the past year, and the new target reportedly sits near a market fair-value assessment. HubSpot beat fourth-quarter 2025 estimates o…
Wedbush raised its price target for GlobalFoundries Inc. (GFS) to $50 from $40 while keeping a Neutral rating, pointing to better-than-expected conditions in the mature foundry market and expanding opportunities tied to AI-related power and networking markets. The chipmaker recently posted Q4 2025 results that exceeded expectations, and other broke…
