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.
Telix Pharmaceuticals has received FDA approval for Pixclara®, a novel radioactive diagnostic PET imaging drug indicated to differentiate recurrent or progressive glioma from treatment-related changes in both adult and pediatric patients. This first FDA-approved FET-PET imaging agent for glioma offers physicians enhanced diagnostic precision and tr…
Mastercard's acceleration in Value-Added Services (VAS), strong free cash flow ($16.7B), and a reasonable path to re-rating make MA a more attractive buy than Visa today. The stock is trading near $572.86 after a modest pullback; this trade targets $640 over a 180 trading-day horizon with a $540 stop.
TRX Gold Corporation announced record quarterly gold production of 8,173 ounces in Q4 2026, a 28% increase year-over-year, and full year production of 29,650 ounces, surpassing previous year's output by 57% and reaching the top end of their 2026 guidance. The company benefited from a strong average gold price of approximately $4,233 per ounce in Q4…
Equifax Canada's Q2 2026 report indicates Canadian businesses are increasing their debt loads by 7.3% year-over-year while facing heightened payment delinquencies, particularly with banks and lenders. Trade tariffs have added uncertainty, especially impacting higher-risk and younger businesses, with notable increases in restructuring proposals. Alt…
Zoom unveils the "Zoom Got It Done" advertising campaign starring Kate McKinnon to emphasize its AI-enhanced platform that extends beyond video meetings to an ecosystem of productivity solutions, aiming to advance its 'conversation to completion' strategy.
Bank of America says the US dollar is likely to remain range-bound through the end of the year even though markets are pricing in a high probability of a September Federal Reserve rate increase. The bank points to weakened dollar sentiment after July Fed communications, a string of mixed signals from policymakers and market actions that have capped…
The Elmet Group announced it will allocate $450 million of investment from the U.S. Department of War to enhance and secure the U.S. tungsten supply chain through expanding domestic manufacturing, restarting mining operations, and establishing partnerships with allied suppliers. This strategic move includes modernization of existing facilities, cre…
The Elmet Group Co., a NASDAQ-listed U.S. provider of critical materials including tungsten, announced a $450 million committed investment from the U.S. Department of War to enhance domestic tungsten production and processing capabilities. The investment aims to reduce foreign dependence, expand manufacturing facilities in Maine, Michigan, and Ohio…
Goldman Sachs has revised its outlook for the Bank of England, now projecting a 25-basis-point rise in the bank rate in November 2026 after recent increases in energy costs, a larger-than-expected uptick in headline inflation and robust growth data. The bank still expects the BoE to hold at 3.75% in September and to pause after a potential November…
BioNTech, in collaboration with OncoC4, announced updated Phase 3 trial data showing that their investigational immunotherapy gotistobart significantly improves median overall survival to 18.5 months versus 10.0 months with standard chemotherapy in patients with previously treated squamous non-small cell lung cancer. The therapy's novel mechanism s…
Banco Santander (Brasil) trades at $6.02 with a $22.97B market cap, a 4.9% yield and improving technicals. The combination of above-average profitability, steady distributions and a supportive technical backdrop makes this a concrete long idea for investors willing to hold through Brazil macro noise for up to 180 trading days.
U.S. equity futures fell early Monday after high-level warnings about accelerating artificial intelligence development prompted investors to reassess the outlook for large-scale AI infrastructure spending. The selloff in Asia and Europe followed comments from Anthropic's CEO calling for a deliberate deceleration in frontier model development, suppo…
ASM International - which manufactures atomic layer deposition equipment used to produce cutting-edge logic and memory chips that feed AI data centers - fell 6.6% today, sliding from an opening price of €800 to a session low of €775. The decline was driven by public appeals from leaders at OpenAI and Anthropic for a temporary slowdown in advanced A…
Copper is trading below key moving averages with selling pressure evident on momentum indicators even as oversold readings suggest a possible bounce. The immediate fight is concentrated between $6.41 and $6.57, with traders watching for either a breakdown toward lower targets or a reclaim that validates a recovery attempt.
Barnes & Noble Education has struggled through accounting noise and revenue variability, but recent quarters show improving profitability and solid cash generation. At roughly $390M market cap and EV/EBITDA near 5.8, the stock looks inexpensive relative to its recovery trajectory. This trade targets a mid-term move as catalysts (earnings clarity, s…
Cellectis announces a strategic transformation to become an in vivo gene editing company, advancing two lead gene editing programs, .HEAL-101 and .HEAL-201, targeting severe hypertriglyceridemia and severe hypercholesterolemia respectively. The company plans to initiate Phase 1 trials and share preliminary data by 2027-2028, while exiting developme…
Nanobiotix announced complete safety and efficacy results from the Phase 1 trial evaluating JNJ-1900 (NBTXR3), a radiotherapy-activated nanoparticle, in 24 patients with inoperable, recurrent non-small cell lung cancer. The trial showed no dose-limiting toxicities and clinically meaningful local tumor control at lower re-irradiation doses, with a o…
STMicroelectronics announced the introduction of its ST SafeSense VD56GA, a 1.1 MP automotive image sensor aimed at scaling affordable in-cabin sensing for driver and occupant monitoring. The sensor offers 35% higher image sharpness and nearly 60% greater infrared sensitivity compared to the previous generation, within a compact package that reduce…
Duluth Holdings has quietly converted a brand-first strategy into outsized free cash flow. With an enterprise value of roughly $203M, an EV/EBITDA of 5.4, and reported free cash flow of $57.54M, the stock looks materially undervalued versus its cash-generation profile. We recommend a long trade at $4.68, target $7.00, stop loss $3.50 and a long-ter…
Benchmark Electronics (BHE) is a profitable contract manufacturer with exposure to semiconductor capital equipment, lidar and aerospace/defense. Recent partnerships and record bookings position the company to capture early AI hardware manufacturing demand. With a market cap near $2.8B, low leverage and $126M in free cash flow, BHE looks attractive …
Exelixis pulled back after a recent FDA delay on a near-term filing, but the selloff overstates the hit. At $56.12 the company still trades at a reasonable multiple (P/E ~16) with strong free cash flow ($1.17B) and low leverage. This trade targets a recovery toward prior highs as clinical and commercial catalysts re-emerge.
Visa remains one of the most resilient long-term growth businesses in payments. The company is showing healthy profitability (ROE ~50.9%), strong free cash flow ($21.0B), and secular upside from Value-Added Services (VAS) and A2A monetization. We present a concrete trade plan to capture upside while protecting capital.
Preliminary shiptracking data indicated that over the recent weekend daily transits through the Strait of Hormuz fell to single digits, well under the 10-day average of 14. Four vessels exited the Gulf while ten entered, according to the dataset. The figures exclude any ships that may have switched off their Automatic Identification System transpon…
Jeronimo Martins faces a fork: operational leverage and private-label mix can drive a multi-quarter margin recovery, but heavy competition and currency/commodity pressures could keep returns muted. I outline a controlled long trade sized for tactical upside across 2026-2028 with defined entry, target and stop-loss levels.
The Hang Seng index has fallen decisively below its primary moving averages on the 5-hour chart and sits at 24,660.5, with momentum indicators approaching oversold readings. Technical alignment points to a sustained downtrend, while the RSI at 30.8 leaves room for a short-lived bounce. Traders face layered resistance overhead and defined support le…
