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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.
Alkermes trades like a commercial-stage CNS company with a sizable market cap ($7.7B), steady free cash flow (~$222M last reported) and an active pipeline. The stock sits below its 52-week high ($55.67) after a year of M&A and pipeline repositioning. I view ALKS as a long with a 180-trading-day horizon: the base business finances optionality, while…
Intuitive Machines finished Q2 with a record $1.8 billion backlog and $920 million in awards, setting the revenue runway for 2026 and beyond. Revenue growth is real (Q2 revenues of $206.2M, +310% YoY) and the company expects 25-30% of backlog to convert to 2026 revenue. That makes LUNR a tactical long for patient traders who accept execution risk: …
Ocugen (OCGN) trades near $1 with a market cap around $342M. With 12-month Phase 2 data for its modifier gene therapy program being presented at industry meetings in September, this trade idea targets a mid-term move into and through the data event. The setup leans long into the catalyst while explicitly hedging around heavy short interest, thin te…
Oracle's recent drop is driven by angst over $55.7B in FY2026 capex, a projected $70B in FY2027, and a planned $40B financing package. Those are big numbers, but they sit against a gargantuan $638B remaining performance obligation and accelerating cloud revenue. We view the selloff as an overreaction. Enter at $151.24 with a $225 target over a 180 …
Verizon (VZ) combines a 5.6% yield, healthy free cash flow and improving service convergence (wireless + fixed + edge + enterprise) at a reasonable valuation. We present a mid-term trade idea that leans into catalyst-driven re-rating while protecting capital with a tight stop.
The U.S. Treasury increased the maximum size of its long-dated debt buyback to $6 billion from $2 billion, a move that fell short of calming investors. After the operation, in which $5.187 billion of 10- and 20-year securities were repurchased, long-term Treasury yields rose to multi-week and multi-month highs, underscoring market skepticism that m…
Southern Company (SO) trades near $88 with a $101B market cap, 12.8x EV/EBITDA and an 11% ROE. Negative free cash flow and high leverage are real issues, but rate-base growth, data-center load wins and a supportive regulatory backdrop make the stock a buy for a 180-trading-day horizon with defined entry, stop and target.
Taysha (TSHA) is a clinical-stage AAV gene therapy company whose lead program, TSHA-102 for Rett syndrome, has advanced through pivotal dosing and gained regulatory alignment on manufacturing and BLA strategy. With roughly $320M in cash, a completed $200M offering in June, and a market cap near $1.6B, TSHA offers asymmetric upside if clinical reado…
Federal banking regulators on Friday released a proposed, principles-based set of guidelines intended to help banks and credit unions align third-party risk management to the risks presented by individual vendor relationships. The Federal Reserve, OCC, FDIC and NCUA said the guidance is non-binding and would replace existing third-party risk guidan…
Morocco's stock market closed lower on Friday, with the Moroccan All Shares index dropping 0.91% in Casablanca. Losses in the Utilities, Banking and Mining sectors contributed to the decline. More than twice as many stocks fell as rose, and global commodity moves — notably declines in crude and Brent oil — accompanied the local selloff. Currency mo…
QatarEnergy is in talks with multiple U.S. and international LNG producers to secure multi-year supply contracts running to 2031, as it attempts to offset production lost when Iranian strikes damaged facilities at Ras Laffan. The company’s trading arm is reportedly targeting 2-3 million tonnes per annum to plug a portfolio gap created by the outage…
Colgate-Palmolive is evaluating the potential sale of several mass-market personal-care brands, including Softsoap, Irish Spring and Speed Stick. The company has engaged Goldman Sachs to canvass potential buyers for a carve-out of a portion of its personal care division that could attract proceeds in excess of $1 billion. The move is framed as a po…
BSX has collapsed from a $105 52-week high to $43 and is trading at valuation levels that reflect a tough 2026. The company still generates strong free cash flow, has manageable leverage, and a product pipeline exposed to growing adjacencies (IVL, renal denervation, AF devices). This trade idea outlines a mid-term long with explicit entry, stop, an…
S&P Global Ratings shifted SK Innovation's outlook from negative to stable and kept the company's BBB- long-term issuer credit rating, pointing to a forecasted surge in 2026 earnings driven by refining margins and lubricant tightness, as well as planned asset disposals that should reduce debt. The agency expects EBITDA to rise markedly in 2026 befo…
Vicor Corporation is acquiring two large industrial sites in Merrimack and Hooksett, New Hampshire, to build ChiP Fab-2 and Fab-3, significantly increasing its power component manufacturing capacity beyond the current Fab-1 in Massachusetts. This expansion aims to support advanced AI applications by providing scalable, high-performance Vertical Pow…
Greek shares finished higher on Friday with the Athens General Composite rising 1.07% to a five-year high. Strength in the Banking, Construction and Travel sectors powered the advance. Piraeus Bank and Optima bank recorded multi-year highs, while select property and healthcare names trailed. Commodity moves were mixed, with crude oil sliding and go…
Dell Technologies (DELL) is trading at $563.75, up 11.28% as of Sep 11, 10:47 AM EDT. The $565–$570 area is the immediate battleground: a sustained move above it would open a run toward the next resistance cluster, while failure to clear that band would keep pullback levels in focus. Technical gauges show strong trend strength on longer timeframes …
Apple’s first mainstream foldable, the iPhone Duo (branded iPhone Ultra in some reports), paired with broad carrier distribution and Apple's services moat, gives the company a clear path to dominate premium foldables. The stock trades on a premium multiple but is backed by $136.7B in free cash flow and a $4.89T market cap. I recommend a long trade …
Sandisk's NAND-focused franchise sits squarely in the path of accelerating AI storage demand. Strong margins, $11.5B in free cash flow and favorable technical momentum support a long trade targeting a >2x outcome to 2030, paired with a measured stop to control downside.
Friday's session produced notable intraday swings across market-cap groupings. Technology names such as Arista Networks posted outsized gains while SanDisk slipped. Large- and mid-cap issues recorded a mix of double-digit rallies and steep declines, including a downgrade-driven drop for a nuclear power contractor. Small-cap stocks also showed sharp…
Freight rates for the largest crude carriers have spiked to record highs following a recent wave of attacks on shipping linked to the widening U.S.-Iran confrontation. Rates for VLCCs loading from the Gulf of Oman bound for China reached roughly 450 Worldscale, equivalent to about $11.50 per barrel, while routes from West Africa to Asia also set ne…
Super Micro Computer shares climbed sharply after Cisco expanded its Secure AI Factory with Nvidia to formally include Supermicro as the supplier of high-density, liquid- and air-cooled GPU systems, and company management provided an ambitious fiscal 2027 revenue range supported by a large order backlog and improving margins.
Moderna rose 7.5% in morning trading to $146.84, recovering from a recent stretch of selling that had driven the stock into the low-$130s after a September 3 downgrade. The rebound reflects investor reassessment of the Rothschild & Co Redburn Sell rating, positive Phase 3 data for the personalized cancer vaccine intismeran autogene co-developed wit…
The Chinese yuan firmed in choppy trading on Friday, pushing back against a dollar rally that followed unexpectedly strong US core consumer price index data. Offshore and onshore yuan pairs slipped from intraday highs before registering modest declines, while market strategists said a Federal Reserve rate increase next week could leave the currency…
Bitmine Immersion Technologies shares climbed sharply in morning trading after the company published a weekly Ethereum holdings update that confirmed a 5.93 million ETH treasury and total crypto plus cash assets of $15.7 billion. A separate early-session report highlighted rapid expansion of the company's MAVAN staking platform and rising annualize…
