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.
Jefferies upgraded BioAge Labs Inc to Buy from Hold and raised its price target to $62 from $9, highlighting the promise of BGE-102, an oral NLRP3 inhibitor. The firm pointed to Phase 1 results and an attractive balance sheet as reasons for the upgrade. BioAge has public offerings planned to bolster its cash position as it advances Phase 2a and oph…
BofA Securities has resumed coverage of Kenvue Inc (NYSE: KVUE) but issued no rating, citing the pending acquisition by Kimberly-Clark. The consumer health company reported modest organic sales growth and margin resilience, while missing quarterly revenue and adjusted EPS expectations. Market valuation and recent stock performance reflect takeover …
Morgan Stanley’s review of fourth-quarter 13F filings finds mega-cap technology stocks are unusually under-owned versus the S&P 500, with Nvidia showing the largest shortfall in active institutional ownership. The bank highlights a tilt by institutions toward semiconductor and hardware names and comparatively light positioning in major software fir…
Oppenheimer downgraded AtriCure from Outperform to Perform and eliminated its $44 price target, pointing to secular weakness and increasing competitive pressure in the left atrial appendage closure market. The move follows AtriCure’s fourth-quarter 2025 results that matched company guidance and slightly beat consensus, but the firm remains unprofit…
MYX has closed a strategic financing round led by Consensys, with Systemic Ventures and Consensys’s VC arm participating. The capital will support research and development of MYX’s execution and risk systems, its chain abstraction framework, and the deployment of MYX V2, which promises one-click, gasless trades, more predictable pricing, and an inf…
U.S. markets reopened after a long weekend amid renewed volatility tied to artificial intelligence spending concerns, with the S&P 500 ending little changed while software stocks slumped and the VIX spiked toward some of its highest levels of the year. In Europe attention focused on reports that European Central Bank President Christine Lagarde is …
JPMorgan has reduced its rating on LuxExperience (NYSE:LUXE) to Neutral from Overweight and trimmed its price target to $10 from $14 following a correction to the company’s fully diluted share count. The change materially expands the share base and, by JPMorgan’s prior valuation logic, creates roughly a $5 per share headwind. The bank’s revised Dec…
UBS initiated coverage of Kratos Defense & Security Solutions (KTOS) with a Neutral rating and a $79 price target. The firm’s model anticipates revenue doubling and EBITDA tripling by 2030, but UBS warned that Kratos' current valuation - including an 86X next-12-months EV/EBITDA multiple - is materially stretched versus historical norms and peers. …
Barclays upgraded Molten Ventures from "equal weight" to "overweight" while maintaining a 575 pence price target, pointing to recent share-price weakness, an Investor Day that highlighted portfolio momentum, and a series of valuation recoveries led by several large holdings that together account for roughly 30% of net asset value (NAV).
JPMorgan moved Japan Airport Terminal Co., Ltd. from Overweight to Neutral and increased its price target to JPY6,000 from JPY5,200, saying the stock now offers limited upside. The share price has been supported by solid third-quarter results, a weaker yen and expectations for the next medium-term plan, while metrics such as a near-65% gross profit…
Cal-Maine (CALM) trades at rock-bottom multiples, generates meaningful free cash flow, and is expanding prepared-food capacity. The setup favors a swing trade: buy into current weakness, target a re-rating as specialty and prepared-food growth offsets commodity headwinds, and protect capital with a conservative stop.
UBS has revised its USD/ZAR outlook, forecasting continued appreciation of the South African rand through 2026. The bank points to higher precious metal prices, anticipated Federal Reserve rate cuts, resilient global growth and investor demand for non-U.S. assets as key supports. UBS has set a Q1 2026 target of 16.0 and consistent 15.8 targets for …
Compass Point has initiated coverage of Nebius Group (NBIS) with a buy rating and a $150 price target. The Amsterdam-based AI infrastructure provider is trading around $97.52, a level noted as materially higher than its Fair Value estimate. The company carries an extreme trailing P/E of 855 and is burning cash rapidly, while recent fourth-quarter 2…
Chegg CEO Daniel Rosensweig purchased 100,000 shares on February 13, 2026, acquiring the stock for a total of $56,360. The company reported a fourth-quarter 2025 EPS of -$0.01 on $73 million in revenue, beating estimates. Chegg also announced a privately negotiated repurchase of $20 million of its 0% Convertible Senior Notes due 2026 for $19.4 mill…
UK consumer price inflation eased to 3.0% from 3.4%, driven by seasonal factors such as lower air fares, reduced fuel costs and base effects from prior tax changes. Economists describe the print as mixed: goods and food inflation are easing, while services inflation remains relatively stubborn. Most forecasters still expect central bank rate cuts b…
Mizuho upgraded Palantir Technologies Inc. to Outperform from Neutral and set a $195 price target after a notable pullback in valuation. The firm highlighted Palantir’s strong revenue acceleration and high gross margins, while also noting the stock still carries elevated multiples despite recent de-rating. Other broker actions and company milestone…
Thyssenkrupp shares climbed roughly 4% after a report said the German industrial conglomerate is weighing options to spin off, list or divest its Thyssenkrupp Materials Services unit as soon as this year. The division, which produced 11.4 billion euros in revenue last year and accounts for more than a third of group sales, is being positioned for a…
British law enforcement agencies are reviewing material that suggests Jeffrey Epstein may have moved women through private flights linked to Stansted Airport, prompted by the publication of millions of documents by a U.S. authority. Essex Police described its activity as an assessment rather than a full investigation, while a national police coordi…
Mizuho upgraded Palantir to Outperform from Neutral, saying a notable valuation reset coupled with accelerating revenue, expanding margins and rising U.S. commercial uptake of its AI platform makes the stock's risk/reward attractive. The firm kept a $195 price target and pointed to a 46% drop in its 2026 estimated EV/FCF multiple in the first six w…
Thyssenkrupp is exploring options to separate its Materials Services division (MX), which accounts for over a third of group sales, by spinning it off, listing it on public markets or divesting it outright. Sources say a listing could be pursued as soon as autumn, contingent on improved performance in the second fiscal quarter, while the company is…
VusionGroup announced a large-scale partnership with Carrefour to install Electronic Shelf Labels (ESLs), rails and camera-based computer-vision technology across Carrefour stores in France by 2030, a contract Carrefour values at more than €150 million under its 2030 strategic plan. Despite the deal’s strategic fit, VusionGroup shares fell roughly …
A Reuters/Ipsos nationwide online poll indicates that a large share of U.S. adults view recently released Justice Department documents about Jeffrey Epstein as proof that powerful Americans frequently evade accountability. The four-day survey found 69% of respondents said the files matched their view that the powerful are rarely held responsible, w…
Bayer's stock fell sharply after an initial boost following the company's announcement of a proposed $7.25 billion settlement to resolve tens of thousands of current and future product liability claims tied to its Roundup weedkiller. Analysts and investors flagged unresolved questions about how many plaintiffs must opt into the deal, potential opt-…
Cuba’s Varadero peninsula, famed for white sand and turquoise seas, has seen its beaches and resorts thin out after Havana announced it was running short of jet fuel on February 8. A broad audit of hotels, travel companies, airlines and local tourism workers shows disruptions across the sector, with major carriers suspending flights, international …
Lumentum (LITE) is trading with momentum after a dramatic rerating driven by optical and photonic components used in AI data centers. The business mix, strong ROE, sizable float constraints and a meaningful short-interest backdrop create a favorable trade setup for the next 45 trading days. Valuation is rich, so the trade is tactical: enter on stre…
