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.
Keefe, Bruyette & Woods increased its price objective on Chubb Corporation (CB) to $373 from $355 and kept an Outperform rating after reviewing the insurer's fourth-quarter performance. The firm raised 2026 and 2027 EPS estimates, citing sustained premium growth and resilient core underwriting margins, while analysts across the street likewise adju…
Refresco has agreed to buy SunOpta in an all-cash transaction valued at $6.50 per share, a move that has pushed SunOpta shares higher and followed upgraded fiscal 2025 guidance from the target company. The acquisition was unanimously approved by both companies' boards and is expected to close by the second quarter of 2026, subject to customary clos…
Company directors and large shareholders executed a set of high-dollar transactions between Feb. 4 and Feb. 6, 2026. Notable insider purchases include a multi-block stake in W.R. Berkley, a director buy at Roper Technologies, an initial purchase in Liberty All Star Equity Fund, an additional acquisition at First Financial Bankshares, and a sizable …
Kroger (KR) looks attractive as a long trade for risk-conscious investors. The business generates meaningful free cash flow ($2.27B) and returns capital through dividends (next payable 03/01/2026). Recent operational catalysts - from automation in cold-chain warehouses to expanded AI personalization - should lift margins and customer retention over…
Arm's licensing model sits at the orchestration layer of an AI stack pivot toward distributed, power-efficient compute. With data-center royalties more than doubling YoY and hyperscaler capex commitments, Arm can convert model scale into recurring, high-margin revenue. Valuation is rich today, so the trade uses a disciplined entry and stop to captu…
AppLovin Corp (NASDAQ:APP) climbed 7% on Monday after Jefferies analyst James Heaney publicly defended the mobile ad and technology company. Heaney maintained a Buy rating and an $860 price objective, framing the stock’s sharp year-to-date decline as a buying opportunity and forecasting robust revenue growth through fiscal 2026.
S&P Global Ratings has cut its forecast for China’s 2026 property sales, now expecting a 10% to 14% decline versus its October projection of a 5% to 8% drop. The agency flagged entrenched oversupply, further price declines, weakening buyer confidence and continued developer construction that has left new completed housing unsold for the sixth succe…
Yardeni Research projects a multi-year uplift in U.S. economic growth and corporate profits, citing 10 supportive trends including stronger consumer spending from larger tax refunds, a substantial wealth effect among Baby Boomers, elevated technology capital investment, onshoring, and a productivity surge from advanced technologies. The firm highli…
Chinese electric vehicle and battery manufacturer BYD has filed suit in the U.S. Court of International Trade contesting the Trump administration's use of the International Emergency Economic Powers Act (IEEPA) to impose broad tariffs. Four BYD U.S. subsidiaries argue the statute does not permit tariffs and seek reimbursement for duties paid since …
Ouster Inc. has closed its acquisition of StereoLabs SAS, adding stereo cameras, perception software and AI vision expertise to its lidar offerings. The deal, completed on February 4, 2026, was funded with roughly $35 million in cash and 1.8 million Ouster shares. StereoLabs reported about $16 million in unaudited revenue for 2025 and is EBITDA pos…
Rubrik (RBRK) is an industry fixture in cloud data management and cyber recovery. Shares have retraced from last summer’s highs and are trading near technical oversold levels while the company shows improving subscription momentum and positive free cash flow. This is a disciplined, catalyst-driven buy: enter at $50.00, stop at $44.00, primary targe…
Reitar Logtech Holdings said it has entered a three-year exclusive strategic partnership with Optimize Integration Group, appointing Reitar as the exclusive overseas procurement agent for Optimize's frozen meat purchases. The deal sets a first-year procurement target of RMB 1 billion (about $138 million) and includes digital platform integration an…
Raymond James reaffirmed a Strong Buy rating and a $130 price target on Encompass Health Corp after the company reported fourth-quarter 2025 results that outpaced analyst estimates. Adjusted EBITDA came in at $336.0 million versus a consensus of $313.2 million, and management provided initial 2026 adjusted EBITDA guidance of $1,340-1,380 million. T…
Raymond James reiterated a Strong Buy rating and a $20.00 price target on Blue Owl Capital (NYSE: OWL), describing the stock as a "compelling buying opportunity" at roughly 12.9x 2026 consensus EPS. The call comes after a sharp pullback in private credit names and fresh analyst adjustments to the company's outlook from other firms.
Bernstein SocGen Group has reaffirmed an Outperform rating and a $1,300 price target on Eli Lilly (LLY) amid concerns that a low-cost, telehealth-driven semaglutide pill could reshape both oral and injectable GLP-1 markets. The firm flagged regulatory ambiguity around compounding practices and outlined specific developments to watch, while Eli Lill…
Raymond James has maintained a Strong Buy rating and a $260.00 price target on Allstate (ALL), pointing to a resilient earnings profile despite a cooling property and casualty rate cycle. The firm highlights disciplined pricing, sustained expense reductions from the company's Transformative Growth program, strong recent quarterly results, and a new…
Barclays reiterated an Overweight rating on AerCap Holdings following the company’s fourth-quarter results. AerCap posted adjusted EPS of $3.95 and revenue strength across maintenance and sales lines, announced a $1 billion share repurchase program and a raised quarterly dividend, but also disclosed elevated leasing expenses tied to a repossessed a…
Barclays raised its price target for Post Holdings to $127 from $113 and kept an Overweight rating, highlighting the company’s substantial share repurchase program and maintained leverage profile. The firm framed Post’s capital return strategy as a gradual de facto take-private through buybacks, while other brokers updated targets after mixed fisca…
Bernstein SocGen Group raised its price objective for Costco Wholesale to $1,155 from $1,146 and maintained an Outperform rating, pointing to significant upside tied to international expansion and membership trends. The stock has climbed more than 16% year-to-date, though elevated valuation metrics and technical indicators suggest caution. Other br…
Bernstein SocGen Group has retained a Market Perform rating and a $175 price target on Philip Morris (PM), citing recent share gains and strong margins but flagging the lack of explicit guidance for the ZYN nicotine pouch and the risk that upcoming results could generate a "small negative response". The stock has posted solid year-to-date and one-y…
Bernstein SocGen Group increased its price target on Five Below to $206 from $195 while retaining a Market Perform rating. The firm points to strong comparable-sales momentum measured through debit card data and aligns this with the retailer's recent revenue gains. Multiple other brokerages have issued Buy ratings or raised targets, highlighting le…
Barclays reiterated an Equalweight rating and a $19.00 price target on Edgewell Personal Care (EPC) while the company guides for a fiscal 2026 split between early-year softness and a stronger back half driven by planned U.S. marketing and distribution initiatives. The stock trades above the target, and recent quarterly results and a strategic dives…
Senator Tim Scott has asked SEC Chairman Paul Atkins to scrutinize Warner Bros. Discovery’s disclosures about its proposed sale of streaming and studio assets to Netflix, saying shareholders lack crucial information to compare offers. The timing of any shareholder vote is uncertain until the SEC clears the company’s proxy filing, and the review com…
NetScout's mix of strong free cash flow, negligible debt, and incremental AI/ML enhancements to its nGeniusONE platform support a tactical long. Valuation looks reasonable (P/E ~20.8, EV/EBITDA ~8.6) and the balance sheet is clean; if management converts recent operational work into margin expansion, shares can re-rate toward consensus analyst upsi…
Brazil's central bank chief Gabriel Galipolo said policy 'calibration' is crucial as policymakers prepare to begin easing in March. While the inflation outlook has improved, he warned the labour market and broader economy remain more resilient than expected under restrictive rates of 15%, and flagged concern about inflation expectations staying abo…
