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.
TD Cowen has reaffirmed a Buy rating and set a $290 price target for Advanced Micro Devices (AMD), pointing to the company’s expected MI450/Helios product launch as central to its long-term thesis. The firm described the most recent quarter as "noisy," with both favorable and unfavorable trends in a volatile data center and PC market, but said the …
TD Cowen maintained a Buy rating and set a $284.00 price target on Take-Two Interactive after the company reported fiscal third-quarter 2026 results that outperformed guidance and analyst expectations. The firm lifted its fiscal 2026 revenue and adjusted EPS estimates, reflecting robust bookings led by mobile titles and the NBA 2K franchise, and ma…
Deutsche Telekom AG and Nvidia Corp. inaugurated a €1 billion ($1.2 billion) data center in Munich on Wednesday. Finance Minister and Vice Chancellor Lars Klingbeil attended the opening and said the facility will reinforce Germany's digital independence and serve as a core pillar for the German and European AI ecosystem. SAP SE will provide platfor…
Tramplin, a premium staking service backed by iTreasury Ventures, today began public operations on Solana. The platform applies a premium bonds-inspired redistribution of staking rewards - using provably fair randomness and Merkle-based transparency - so smaller SOL holders may access intermittent elevated effective APY without relinquishing contro…
Lumentum Holdings delivered fiscal second-quarter 2026 results that beat expectations and raised guidance, driven by stronger electro-absorption modulated laser (EML) performance, accelerating Cloud Light transceiver sales, and an optical communication system (OCS) backlog topping $400 million. Those developments have been read as supportive for Co…
RBC Capital reduced its price target on PayPal to $59 from $91 while sustaining an Outperform rating after an abrupt CEO change and signs that branded checkout growth remains tepid. The stock has fallen sharply over the past week, and multiple brokerages have adjusted ratings and targets as PayPal scaled back fiscal 2026 guidance and withdrew 2027 …
RBC Capital amplified its price objective for WW Grainger to $1,207 from $1,055 but retained a Sector Perform rating, citing fourth-quarter results that broadly met expectations and stronger-than-anticipated endless assortment growth. Management provided 2026 organic revenue guidance above consensus and reported solid January sales, while analysts …
RBC Capital lowered its price target for Gartner to $175 from $250 while keeping a Sector Perform rating, pointing to slowing contract value growth, weaker wallet retention and a decline in new business. The stock has fallen sharply over the past year and is trading below its assessed fair value, with RBC flagging limited visibility on CV recovery …
Poland's central bank said it may use foreign exchange interventions as part of its policy toolkit and reiterated that future monetary decisions will be guided by incoming economic data. Bank officials also highlighted fiscal policy as a continuing upside risk to consumer price inflation. A recent poll sees the zloty trading modestly firmer against…
Russian receipts from oil plunged to their weakest level in more than five years in January as the country faced a threefold squeeze: weaker global crude prices, larger discounts for its benchmark Urals grade and a firmer ruble. Oil-related tax revenue fell 50% year-on-year to 281.7 billion rubles ($3.7 billion), while combined oil and gas proceeds…
Shake Shack is trading well below its 52-week high and shows durable cash generation and expansion optionality. Valuation is rich on earnings but reasonable on sales and enterprise value. This trade idea outlines a mid-term (45 trading days) buy with a clear entry at $94.00, stop at $84.00 and target at $120.00, balancing upside from multiple catal…
Amazon's MGM Studio has formed a compact AI-focused unit to develop tools intended to speed up and reduce the cost of making films and television. Led by Albert Cheng, the team will run a closed beta in March with industry partners and expects to share findings by May. The effort emphasizes human creative control while using AI to handle granular p…
Eaton's electrical-heavy portfolio is benefiting from accelerated data-center power buildouts, smart-grid investment, and vehicle electrification. With ROE above 20%, free cash flow of $3.32B and a manageable debt load, the company can fund organic growth and M&A. Technicals show momentum, but the stock is extended; this trade prescribes a clear en…
RBC Capital has reaffirmed its Sector Perform rating and $230.00 price target on AMD following the company’s fourth-quarter 2025 report. While revenue and data center momentum provided support, unexpected China AI sales and a valuation premium to NVIDIA leave analysts divided and limit near-term catalysts until OpenAI volume ramps in late 2026.
Piper Sandler lowered its 12-month price target on Intapp, Inc. (NASDAQ: INTA) to $33.00 from $42.00 while retaining a Neutral rating. The firm points to sector-wide pressure and a smaller-than-expected raise in non-GAAP operating income guidance as drivers of the downgrade, even as Intapp reported solid fiscal Q2 2026 results including outsized Cl…
Bank of America upgraded Omnicell to Buy from Neutral and raised its price target to $70 from $53, arguing the company’s next-generation automated dispensing cabinet - Titan XT - could catalyze a multi-year acceleration in connected-device revenue that consensus does not currently reflect. Shipments are slated to begin in the second half of 2026, a…
Concorde International Group Ltd (NASDAQ:CIGL) saw its stock rise 20.9% after announcing a merger agreement to bring YOOV Group Holding Limited - an AI-powered business automation provider - into a newly created CIGL subsidiary. The transaction values YOOV at $600 million. Under the structure, YOOV will become a wholly-owned unit of CIGL and YOOV s…
Baird upgraded GE Vernova to Outperform, arguing that the market has misjudged the timing and extent of potential overcapacity in gas power. Analyst Ben Kallo says the energy-infrastructure cycle is in its early stages and that GE Vernova stands to benefit materially, with margin expansion, services growth and a strong backlog driving upside. The f…
Piper Sandler cut its price target on Chipotle Mexican Grill to $44 from $47 while keeping an Overweight rating after the chain reported fourth-quarter results and issued guidance projecting roughly flat same-store sales for fiscal 2026. The company's Q4 same-store sales fell 2.5%, matching expectations, and management signaled modest pressure earl…
Mobix Labs saw its stock climb sharply after securing Federal Aviation Administration certification for a next-generation drone-based airborne sensing platform developed by its Wireless Division, RaGE Systems. The approval enables the company to expand field operations, start customer pilot programs and pursue deployments in the infrastructure insp…
Piper Sandler repeated an Overweight rating on Varonis Systems (VRNS) with a $47.00 price target, signaling more than 100% upside from the current $20.92 share price. The firm highlighted a quarter of improved execution, driven by record SaaS conversions, higher renewal rates and 78.83% gross margins, while noting investor concerns tied to lower-th…
Wolfe Research upgraded Fabrinet (FN) from Peerperform to Outperform and set a $540 price target, implying roughly 17% upside from the $460 share price. The firm highlighted acute capacity constraints across the data center sector and sees outsized opportunity for the optical-packaging and precision component manufacturer as customers diversify and…
Oncolytics Biotech Inc. (NASDAQ:ONCY) rose sharply after the U.S. Food and Drug Administration awarded Fast Track Designation to its pelareorep combination therapy for KRAS-mutant, microsatellite-stable metastatic colorectal cancer in the second-line setting. The designation follows promising clinical results showing higher response rates and longe…
Lawmakers and representatives from Waymo and Tesla are urging Congress to advance long-stalled legislation designed to accelerate deployment of self-driving vehicles. Testimony before the Senate Commerce Committee emphasizes concerns that China could set global standards and gain manufacturing dominance if the United States does not lead in autonom…
Egetis Therapeutics AB (STO:EGTX) stands to receive a Priority Review Voucher if one of its candidate therapies for rare pediatric diseases is approved under the U.S. Food and Drug Administration's Rare Pediatric Disease Priority Review Program, a scheme that has been extended through 2029. The voucher can expedite regulatory review of a future app…
