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.
Morgan Stanley's field trip in Riyadh underscores that competition among dark-store grocery delivery operators in the MENA region is escalating. The bank identified Careem and Talabat as standout public-market stories, noting a larger total addressable market for grocery than for food delivery, but with thinner margins per order. Both companies are…
Valley National Bancorp director Carlos Vazquez purchased 2,500 shares on February 17, 2026, spending $33,612 on the transaction. The bank, with a $7.47 billion market capitalization, is trading near its 52-week high after a roughly 40% rally over six months and reported fourth-quarter 2025 results that beat analysts' estimates on both EPS and reve…
Getty Realty Corp. announced a public offering of 4 million common shares that is expected to raise roughly $131 million in gross proceeds. The shares are being sold on a forward basis under agreements with J.P. Morgan Securities LLC and Wells Fargo Securities. Getty said it will use net proceeds for property acquisitions, to repay borrowings under…
Sensei Biotherapeutics' stock jumped 200% following the announcement that it has acquired Faeth Therapeutics and completed a roughly $200 million private placement of Series B non-voting convertible preferred stock. The deal transfers Faeth’s lead investigational therapy PIKTOR to Sensei and funds will be directed primarily to advancing PIKTOR thro…
Evercore ISI reinstated coverage of BioCryst Pharmaceuticals (NASDAQ:BCRX), assigning an outperform rating and a $17.00 price target. The firm’s analysis, issued after the company closed its acquisition of ATXS, implies roughly 150% upside versus the current share price, valuing the business at an enterprise value near $4.8 billion on a 2.9x peak s…
VNET Group Inc. saw its stock fall sharply in after-hours trading after the company disclosed that investment vehicles managed by Blackstone Tactical Opportunities had notified it of a Transfer Event and a Minimum Shareholding Event under the indenture for its amended 2% Convertible Notes due 2027. The notices, also sent to the trustee Citibank, N.…
Bank of America is rolling out an art consulting service for high-net-worth clients amid changing collector demographics and an increase in the use of artworks as collateral for loans. Deloitte estimates ultra-high-net-worth art holdings at $2.56 trillion in 2024, potentially rising to $3.5 trillion by 2030, and reports stronger demand for art-back…
United Arab Emirates President Sheikh Mohammed bin Zayed Al Nahyan met with U.S. Senator Lindsey Graham in Abu Dhabi on Feb. 18. The meeting, held at Qasr Al Shati and reported by the UAE’s WAM news agency, lasted roughly an hour and a half and was accompanied by official photographs and video. The senator used a post on X to dismiss circulating so…
Upstart’s underlying AI platform is moving from proof-of-concept to clear commercial scale. Q4 showed big originations growth and profitable inflection points; the market has punished the stock into an attractive risk/reward window. We upgrade to Buy and lay out a mid-term (45 trading days) swing trade with entry, stop, and target.
TD Cowen increased its price target for Halozyme Therapeutics to $96 from $90 and kept a Buy rating after the company reported fiscal 2025 results that matched expectations and disclosed royalty revenue mix for the first time in its 10-K. Strong royalty growth, led by Hytrulo, and updated guidance drove the analyst's model revisions even as a surpr…
TD Cowen reduced its 12-month price target for Beta Bionics (BBNX) to $16 from $17 while leaving its rating at Hold. The firm highlighted revenue timing and prescription cadence as drivers for possible near-term estimate adjustments, even as margins beat expectations and the company issued its first 2026 revenue guidance. Other brokerages have take…
ATI Inc. sits squarely in the path of a potential jet-engine-driven cycle. The company’s high-performance materials and superalloys are critical to OEM ramps and aftermarket repairs. Fundamentals (strong free cash flow, high ROE) support a tactical long, but valuation and stretched technicals demand disciplined sizing and a clear stop. Trade plan: …
TD Cowen reduced its 12-month price target on Waystar Holding to $42 from $54 while retaining a Buy rating, citing concerns tied to artificial intelligence as a continuing valuation overhang. The company reported strong fourth-quarter results and solid trailing revenue and EBITDA, but shares have faced significant declines and analyst responses hav…
TD Cowen increased its price target on eToro Group to $55 from $50 and retained a Buy rating after the online brokerage reported fourth-quarter results on February 17. The firm raised 2026-2027 adjusted EPS estimates, cited improving messaging and execution, and noted the company remains attractively valued amid a recent share-price jump. Citizens …
W. P. Carey Inc. priced a public offering of 6 million common shares at $72 per share, expected to raise $432 million in gross proceeds. The announcement coincided with a 3.4% decline in the company's stock in premarket trading Wednesday. The deal includes a 30-day option for underwriters to buy up to 900,000 more shares and is structured on a forw…
National Economic Council Director Kevin Hassett sharply rebuked a New York Federal Reserve study on the incidence of U.S. tariffs, calling the research 'an embarrassment' and urging disciplinary action for its authors. The study had found that U.S. companies and consumers bore a substantial share of the economic burden from tariffs. Hassett delive…
TD Cowen has reaffirmed a Hold rating on eBay and left its $84 price target unchanged after updating its model through 2031. The firm expects double-digit revenue growth for the fourth quarter of 2025, supported by favorable foreign exchange effects and projected gross merchandise volume (GMV) gains, while other brokers offer divergent assessments …
TD Cowen maintained a Buy rating and a $255 price target on Palo Alto Networks following the company’s fiscal second-quarter 2026 results, citing healthy demand and AI-related momentum. The quarter showed 33% growth in next-generation security annual recurring revenue and 23% growth in remaining performance obligations, and the company reaffirmed f…
TD Cowen reduced its price target on QuantumScape to $8 from $16 and left the stock at a Hold rating, pointing to electric vehicle market headwinds that have pushed the company’s production ramp further into the future. The new target is marginally above the stock’s recent trading level of $7.20. The firm acknowledged QuantumScape's operational exe…
TD Cowen cut its price objective on General Mills to $45 from $47 while keeping a Hold rating, citing weak consumer sentiment that has slowed category growth and pushed consumers to time purchases around promotions. The adjustment comes as the company revises its fiscal 2026 outlook and faces underperformance across key categories, including Cereal…
Moleculin Biotech Inc.'s stock climbed 3.1% in premarket trading after the company released preliminary blinded results from its pivotal Phase 2B/3 MIRACLE trial evaluating Annamycin plus cytarabine in patients with acute myeloid leukemia (AML). Blinded data from the initial 30 subjects produced a composite complete remission rate of 40%, a figure …
Freshworks (FRSH) sold off sharply after conservative guidance, but the company still generates meaningful free cash flow, has double-digit revenue growth, and trades at a reasonable multiple to FCF and sales. With RSI in deeply oversold territory and short interest elevated, this is a tactical long for traders who want a defined-risk exposure to a…
Compass Point increased its price target on Affirm Holdings Inc. to $68 from $64 and kept a Buy rating after the company reported fiscal second-quarter fiscal 2026 results. The revision reflects updated estimates and a valuation anchored at 20 times Compass Point's fiscal 2027 adjusted EPS of $3.38. Multiple analysts also updated their ratings and …
Truist Securities reaffirmed its Buy rating on Walmart and kept a $127 price target, citing card-spend trends that indicate higher-income shoppers are increasingly using Walmart. The firm sees sales momentum consistent with its estimates and expects Walmart to guide toward roughly 3% to 4% sales growth through 2026; other sell-side firms have also …
Palo Alto Networks reported second-quarter fiscal 2026 results that topped internal guidance across revenue, margins and next-generation security (NGS) annual recurring revenue, prompting Truist Securities to reaffirm a Buy rating and a $200.00 price target. The target implies roughly 22% upside from a stated share price of $163.50 and aligns with …
