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.
Mizuho downgraded Cabot Corporation (NYSE: CBT) from Outperform to Neutral and reduced its 12-month price target to $75 from $80. The research firm cited continued weakness in carbon black demand from tire and rubber products and trimmed its fiscal 2026 and 2027 EPS estimates. The move follows Cabot’s December quarter 2025 report, which included gu…
Bitcoin erased the gains it had accrued since the U.S. election in early November 2024 and continued to weaken into Wednesday, briefly dipping below $72,000. The cryptocurrency is down roughly 42% from its October record above $126,000 and is now firmly in a bear market. Analysts cite reduced inflows to U.S. spot ETFs, sensitivity to equity and geo…
Allogene Therapeutics SVP and Chief Technical Officer Benjamin Machinas Beneski sold 7,549 shares on February 2, 2026, for roughly $13,059 to meet tax-withholding obligations tied to vested restricted stock units. The same day he recorded large option and restricted stock unit grants. The company is characterized by recent analyst coverage, clinica…
Stifel increased its price target on Civeo to $33.00 from $28.00 while keeping a Buy rating, pointing to growth potential in both Australia and North America. The firm built the new target by applying a 5-6x multiple to estimated 2027 EBITDA and highlighted the company’s available mobile rooms, solid liquidity, recent contract awards, and board cha…
Alphabet reported record revenue and breakout Cloud growth that underpin a mid-term long trade. The shares have pulled back into support near the 20-day SMA on heavy volume; momentum indicators are mixed but fundamentals and cash flow remain extremely strong. This trade targets a move back above the recent 52-week high while limiting downside with …
Evercore ISI reiterated an Outperform rating on Cisco and maintained a $100 price target after the company’s AI Summit, citing Cisco’s ability to address AI deployment bottlenecks through networking, optics and integrated security. The target implies roughly 23% upside from the prevailing share price, with the stock trading near its 52-week high an…
Nvidia continues to negotiate with U.S. authorities over licensing conditions required to export its H200 AI chips to Chinese firms. Although the Trump administration signaled roughly two weeks ago that it would approve a license allowing ByteDance to buy H200s, Nvidia has balked at some stipulated conditions, notably Know-Your-Customer (KYC) oblig…
DA Davidson upgraded Varonis Systems (VRNS) from Neutral to Buy and increased its price target to $30.00 from $25.00, citing improved analyst estimates and company performance metrics. The move follows upward revisions from six analysts and comes amid mixed signals: robust ARR growth and high gross margins versus recent share-price weakness and pri…
The U.S. administration has indicated it will permit ByteDance to purchase Nvidia's H200 AI chips, but Nvidia has not agreed to the conditions the U.S. has proposed, including a Know-Your-Customer (KYC) requirement designed to prevent access by China's military. Negotiations between Nvidia and U.S. officials continue over the licensing terms for sh…
Generate Biomedicines has submitted paperwork for a proposed initial public offering on the Nasdaq. The clinical-stage firm says its integrated Generate Platform combines computational methods with scalable biohardware to design and advance protein therapeutics, and has progressed three computationally engineered proteins into human testing, includ…
Clear Street reiterated a Buy rating and a $200.00 price target on Palvella Therapeutics (NASDAQ:PVLA) after the company provided an update on its Phase 3 SELVA trial in microcystic lymphatic malformation (mLM). The price target implies substantial upside from the current trading level, fitting with a broadly optimistic analyst consensus and recent…
Lineage Inc. stock climbed more than 5.1% on Wednesday, outpacing the RMZ index, after Barclays reaffirmed an Equalweight rating and a $38.00 price target. The move follows the company’s announced partnership with Gruve to monetize unused facility capacity, but Barclays and other analysts remain cautious about the magnitude of any earnings uplift. …
After the market closed, shares in major technology and chip-related companies moved sharply as investors digested a wide-ranging set of quarterly results and forward guidance. Alphabet reported solid results but startled markets with a 2026 capital expenditure forecast far above estimates, lifting chip names. Results and guidance from Qualcomm, Sn…
Alphabet outlined plans to sharply increase capital expenditure to a target range of $175 billion to $185 billion this year, roughly double recent spending levels, as it prioritizes AI infrastructure. The announcement came alongside quarterly results that beat revenue and profit estimates and showed strong growth in Google Cloud, prompting volatile…
Mexico's main stock gauge closed lower on Wednesday, with the S&P/BMV IPC slipping 1.49% as losses clustered in Industrials, Consumer Goods & Services and Consumer Staples. A handful of names posted gains, led by Orbia Advance Corporation, while heavyweights such as Cemex and Grupo Aeroportuario del Pacífico registered notable declines. Commodity a…
Colombia's stock market finished the session lower, with the COLCAP index retreating 2.29%. Losses were concentrated in Financials, Investment and Public Services, while select names such as Mineros SA and Grupo Cibest posted gains. Commodities and FX moves included declines in coffee and cocoa, a rise in gold futures, and a firmer US Dollar Index …
Super Micro (SMCI) just reported blowout revenue driven by AI server demand, yet the street is fixated on shrinking gross margins. The market is pricing this as a broken margin story; we see a company deliberately sacrificing margin to lock in AI share and a path to scale. Trade plan: enter $33.00, stop $28.00, target $45.00 over a mid-term horizon…
Pandora will offer platinum-plated versions of its most popular charm bracelets to mitigate sharply higher silver costs, the company said. The move comes alongside guidance for subdued organic revenue growth and a narrower operating margin as the firm contends with rising input prices, U.S. tariffs and a cautiously spending consumer base.
U.S. President Donald Trump and Chinese President Xi Jinping held a reportedly constructive phone call in which Xi indicated China would consider increasing purchases of U.S. soybeans to 20 million tons from 12 million. The conversation covered trade, security and regional issues, including Taiwan, and came after Xi's virtual meeting with Russia's …
Yum China reported its loyalty ecosystem has surpassed 590 million members, representing more than 40% of China’s population. The company said unique memberships across KFC and Pizza Hut rose 13% year-over-year, with 55% of sales now transacting through those programs. Management highlighted the role of loyalty in both near-term and long-term perfo…
VCI Global announced the sale of its fintech subsidiary Credilab via a management buyout valued at roughly $43.74 million, prompting a 9.2% rise in the company’s shares. The deal, paid in cash and stock, values Credilab at 1.1 times its net tangible assets and leaves VCI Global with a 30% equity stake as it shifts focus to AI-led, asset-light growt…
Jefferies reiterated a Buy rating and a $250.00 price target on Palo Alto Networks (PANW) as its acquisition of CyberArk moves toward closing. The target implies roughly a 50% upside from the quoted price of $166.55. The firm highlighted CyberArk's strong fourth-quarter organic NNARR growth and expects deal-related top-line synergies and compensati…
WarrenAI, leveraging Investing Pro metrics, identifies CME Group, Cboe Global Markets, Intercontinental Exchange and MarketAxess Holdings as the most noteworthy exchange stocks to monitor for 2026. The firms display a range of fundamentals and technical signals - from record revenue and trading volumes to margin expansion and potential valuation up…
Target's incoming chief executive, Michael Fiddelke, acknowledged that the company has lost the confidence of both customers and employees and pledged to rebuild those relationships. Speaking at his first internal town hall, Fiddelke said the firm failed to communicate clearly about its identity and did not correct confusion quickly enough. He take…
The Trade Desk (TTD) has lost its halo. Weak execution, sudden CFO turnover and fresh competition have turned a once-premium adtech name into a tactical short. At a market cap near $13.1B, stretched multiples versus growth expectations and bearish technicals support a mid-term short trade: enter $27.00, target $20.00, stop $31.00, horizon ~45 tradi…
