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.
KKR & Co. Inc. has agreed to acquire Arctos Partners in a transaction initially valued at $1.4 billion, with additional contingent payments tied to performance and extended vesting schedules. The acquisition brings a substantial sports franchise investment platform and capital-solutions capabilities into KKR’s fold, while adding experienced personn…
BMO Capital has launched coverage of the S&P 500 with a 2026 year-end target of 7,380 and projects an "expected return of about 8% for U.S. equities" for the year. In an outlook note, analyst François Trahan describes a cautiously optimistic stance underpinned by global monetary and fiscal stimulus, while warning of an unusually uncertain macro bac…
Investors moved sizeable capital into global equities outside the United States in January, drawn by lower valuations abroad, a softer dollar and concerns about the high cost of AI investment in U.S. technology stocks. LSEG Lipper data shows ex-U.S. equity funds, including ETFs, attracted $15.4 billion in January - the biggest monthly inflow in fou…
Chevron announced a series of senior leadership changes that will take effect in 2026, with several long-serving executives retiring and internal candidates moving into key roles across corporate business development, investor relations, supply and trading, and corporate strategy. The reshuffle occurs as Chevron continues integrating Hess assets an…
Blue Owl reported fourth-quarter results that beat analyst forecasts and disclosed a 22% year-over-year jump in assets under management, taking AUM above $300 billion. The firm's credit and real assets platforms powered the gain even as market worries about exposure to the software sector weigh on sentiment. Fundraising remained robust, with sizabl…
JPMorgan’s quantitative team says bitcoin appears more attractive than gold over the long term after a period in which gold outperformed. The bank points to higher gold volatility, relatively contained deleveraging in crypto futures, spot ETF outflows, stablecoin contraction tied to market-cap shrinkage, and a high estimated bitcoin production cost…
Kosmos (KOS) trades like a levered oil bet: cheap on headline multiples, operationally levered to production recovery and oil prices, and heavily shorted. For traders willing to accept elevated risk, a disciplined long with a clear entry, stop and target offers asymmetric upside if oil and project execution improve over the next 6-8 weeks.
Venezuelan opposition figure Maria Corina Machado told Politico she believes national elections might take place later this year, saying a transfer using manual voting could be completed in nine to ten months depending on when the process begins. Machado emphasized popular support and backing from parts of the armed forces, and her recent meetings …
Cardinal Health increased its annual adjusted earnings-per-share guidance after reporting quarterly results that exceeded analyst expectations. The company pointed to elevated demand for specialty medications and broad segment strength, with its pharmaceutical and specialty solutions segment delivering marked year-over-year growth.
Establishment Labs (ESTA) is transitioning from a high-growth rollout to operating leverage and potential profitability. The shares trade at a premium EV/sales multiple that already prices in continued adoption of Motiva implants, but recent revenue beats, healthy liquidity ratios and shrinking short-seller pressure create a mid-term long setup. Th…
The International Monetary Fund projects Israel's economy will expand by 4.8% in 2026, following an estimated 2.9% growth in 2025, on the assumption that the October ceasefire in Gaza holds. The IMF highlighted that a resurgence in private consumption and a rebound in investment are driving a near-term recovery, while also flagging elevated defence…
Barrick Mining said it will proceed with preparations for an initial public offering that will consolidate its North American gold assets and has appointed interim chief Mark Hill as chief executive and president. The planned listing, expected to complete by late 2026, would include interests in Nevada Gold Mines, Pueblo Viejo in the Dominican Repu…
Berenberg has downgraded Fresnillo plc from "buy" to "hold" after a substantial rally in the miner's share price. The broker raised its price target to GBp3,800 while noting that the stock's recent advance has left little upside versus current levels. Analysts increased earnings forecasts for 2026 and 2027 and incorporated Fresnillo's Probe Mining …
Microsoft has been sold off with the broader software cohort, but fundamentals - $77.4B free cash flow, 30% ROE, and a fortress balance sheet - argue that current fears are more sentiment than reality. Technicals show oversold conditions and short interest that can fuel a bounce. This trade idea proposes a long with a measured stop and a long-term …
On Feb 5 in Baku, an Azerbaijani military court sentenced 13 former officials from the unrecognised Nagorno-Karabakh administration. Five defendants, including former Karabakh leader Arayik Harutyunyan, received life imprisonment; eight others were handed prison terms of 15 to 20 years. Convictions covered a range of grave charges. Human rights org…
Netflix is trading near its 52-week low after a 40% pullback from peak. The story is straightforward: continued revenue and subscriber growth (2025 revenue +16% to $45B; 325M subscribers), healthy free cash flow ($9.46B) and a still-robust margin profile support a tactical long. Technicals are deeply oversold (RSI ~22.7) and valuation metrics (P/E …
U.S. stock futures traded roughly flat as quarterly company reports continued to shape trading before the open. Pressure in parts of the software and semiconductor complex linked to artificial intelligence spending and component supply issues contrasted with standout results from several consumer and business-services firms.
Intercontinental Exchange reported stronger fourth-quarter profit, driven by elevated trading volumes amid market volatility. Net income rose to $862 million, or $1.49 per share, from $709 million, or $1.21 per share a year earlier. Energy trading revenue increased 15% to $548 million, helping the exchanges segment reach $1.36 billion.
A London court has sentenced a Russian national to six years in prison after finding him guilty of gross negligence manslaughter over a maritime collision on March 10, 2025. The Portuguese-flagged container ship Solong struck the anchored tanker Stena Immaculate, and a Solong crew member, Mark Pernia, has been declared presumed dead after his body …
Citi Research moved Babcock International Group from a 'buy' to a 'neutral' rating while raising its price target to £15.54 from £13.38, arguing that the stock’s recent advance has constrained further upside. The brokerage outlined a range of valuation scenarios, added optional upside from civil nuclear opportunities, and raised near- and medium-te…
Sandisk (SNDK) is not a momentum-only story. Recent results show 61% revenue growth, gross margins expanding toward mid-60s, and adjusted EPS power that help justify a higher multiple. Combine that with a lightweight short interest, strong technicals, and an enterprise value under $90B versus a market cap just over $100B, and the risk/reward favors…
Bristol Myers Squibb forecast 2026 revenue and adjusted earnings above Wall Street expectations, attributing anticipated growth to a strategic price reduction for blood thinner Eliquis and sustained strength in cancer therapy Opdivo. The company also disclosed progress on cost-savings and a reduction in research spending for 2025.
Senior diplomats from the United States and Iran are scheduled to meet in Oman amid heightened tensions and repeated threats of military action. Washington is pushing for a comprehensive agenda that includes Iran’s nuclear activities, ballistic missile arsenal, backing for regional armed groups and treatment of domestic protesters. Iran has stated …
Ares Management reported that assets under management rose above $600 billion in the fourth quarter, reaching $622.5 billion after raising $35.9 billion of gross new capital. The firm maintained a goal of exceeding $750 billion by 2028. While investor demand for private credit remains solid, industry concerns persist following recent high-profile b…
Software and data services shares steadied on Thursday following several sessions of heavy losses tied to worries that rapid AI progress could undercut traditional software and subscription models. U.S. names showed mixed premarket moves, European data and exchange providers rallied, and Indian IT exporters extended recent weakness. Marketwide vola…
