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.
Mexico announced a 5.6 trillion-peso ($323.41 billion) public-private investment program targeting infrastructure and other major projects between 2026 and 2030. The plan centers on state-led joint ventures, with the government retaining majority ownership and oversight while using private capital to reduce risk. Eight sectors are designated as pri…
Bernstein analysts defended Uber after a recent drop in its share price, saying their analysis already accounts for significant autonomous vehicle (AV) disruption. Using a discounted cash flow scenario in which AVs fully disrupt U.S. Mobility over 15 years, Bernstein's work still implies only a modest downside versus current levels and leaves upsid…
RBC Capital reduced its price target on Acadia Pharmaceuticals (ACAD) to $31 from $35 while keeping an Outperform rating following a negative trend vote from the European regulator's CHMP on trofinetide. The downgrade reflects a sharply lower probability of European approval, though Acadia’s balance sheet and existing approvals elsewhere leave some…
RBC Capital has reiterated its Outperform rating and maintained a $10.00 price target on Coty Inc. (COTY) ahead of the company's fiscal second-quarter 2026 earnings, due February 5. The firm expects results broadly within guidance and views the report as likely neutral for the stock. Investors will look for commentary from newly appointed interim C…
RBC Capital raised its price target on LyondellBasell Industries to $51 from $49 while keeping a Sector Perform rating. The firm projects near-term pressure on results driven by higher energy costs in Europe and the U.S. and supply interruptions from Winter Storm Fern, but anticipates potential improvement in the second half of 2026 supported by st…
Elon Musk announced that SpaceX has bought his artificial intelligence startup xAI in a deal that brings together the billionaire’s space and AI projects. The transaction values SpaceX at $1 trillion and xAI at $250 billion, and is described as one of the most ambitious technology mergers to date. The move is expected to support expanded data cente…
BofA Securities increased its price target for ESAB to $150.00 from $147.00 while keeping a Buy rating after preliminary fourth quarter 2025 results showed EBITDA and EPS at the high end of guidance despite weaker-than-expected sales. ESAB reported profitability on a last-twelve-month basis with LTM EBITDA of $541.31 million. The company provided 2…
BofA Securities lowered its one-year price target on The Walt Disney Company to $125 from $140 but retained a Buy rating, citing near-term weakness in specific businesses even as Disney holds to fiscal 2026 guidance for double-digit adjusted EPS growth. The firm flagged pressures in Experiences and Sports and highlighted modest near-term operating …
Daiwa Securities upgraded Visa from Neutral to Outperform and established a $370 price target, noting improved risk/reward following recent stock weakness and forecasting earnings upside driven by event-related payment services, higher tax refunds, and reduced regulatory pressure. The move comes amid broad analyst upward revisions and beating quart…
Nukkleus Inc. (NASDAQ:NUKK) saw its stock rise 4.1% in premarket trading after its wholly owned subsidiary, B. Rimon Agencies Inc., secured roughly $4.1 million in multi-year agreements to manufacture key components for Israel's Iron Dome and other national defense systems. The contracts are designed to add stable, long-term revenue to Rimon's proj…
U.S. Trade Representative Jamieson Greer told CNBC that the U.S. Supreme Court is taking a deliberate approach to a legal challenge to presidential tariffs, citing the large sums already collected and describing the issue as one of "extreme national interest." Greer also suggested the plaintiffs do not have "an open and shut case," which may be pro…
Daiwa Capital Markets upgraded both Mastercard and Visa to Outperform following recent earnings reports. The brokerage highlighted better-than-expected revenue and earnings trends, encouraging medium-term guidance, and specific commercial developments that reduce uncertainty. For Mastercard, stronger revenue growth, EPS expansion and a renewal with…
U.S. Trade Representative Jamieson Greer told CNBC that the Supreme Court is proceeding cautiously in a case testing the lawfulness of President Donald Trump’s broad tariffs. Greer cited substantial revenues collected under the tariffs, said plaintiffs do not have an "open and shut case," and described the matter as involving an "extreme national i…
Arko Petroleum Corp., the wholesale fuel arm of convenience store operator Arko Corp., has filed to raise as much as $210 million in an initial public offering that could value the business at close to $1 billion. The company said it will offer 10.5 million shares priced between $18 and $20 apiece and plans to trade on Nasdaq under the symbol APC. …
DA Davidson cut its price target for Palantir Technologies Inc. to $180 from $215 while leaving its rating at Neutral, citing lofty valuation multiples despite the company’s strong fourth-quarter 2025 performance and rapid revenue expansion tied to U.S. AI demand. The firm bases the new target on a high multiple of its 2026 free cash flow estimate,…
Seaport Global Securities began coverage of GCI Liberty Inc (NASDAQ: GLIBA) with a Buy rating and a $68.00 price target, highlighting the company’s dominant position in Alaska, an approaching end to a multi-year upgrade capex cycle in 2026, and a balance sheet that could support accretive M&A. The research note also flagged modest organic growth an…
Kingswood Capital has begun coverage of Brazil Potash Corp (GRO) with a Buy rating and a $12 per share price objective, implying nearly 400% upside from the current $2.42 share price. The firm's view frames the stock as a high-risk, high-reward opportunity tied directly to the successful completion of $2.5 billion in project-level financing for the…
Paul Weiss chairman Brad Karp has expressed regret for social and email interactions with convicted sex offender Jeffrey Epstein after recently disclosed emails showed more extensive contact than previously known. The correspondence, released by the U.S. Department of Justice as part of the Epstein files, includes invitations to dinners, a request …
Palantir's 02/02/2026 results and aggressive 2026 guidance suggest the company is entering a higher-growth phase powered by enterprise AI adoption and strategic partnerships. The stock traded up sharply, but technicals show room for additional upside. This trade idea targets a re-rating toward $200 over a 180 trading-day horizon while protecting ca…
Liberty Energy Inc. (NYSE:LBRT) saw its shares decline 3.3% in premarket trading Tuesday after the company revealed an offering of $500 million of convertible senior notes due 2031, with an option for an extra $50 million available to initial purchasers within 13 days. The unsecured notes carry semiannual interest beginning September 2026, will mat…
Insiders disclosed a series of purchases and sales on Monday covering a range of U.S. companies. Notable buys included a risk officer at a regional bank, symbolic participation by an asset manager at an energy land owner, and sizable additions by Saba Capital across two funds. Significant sales were reported by executives and major owners at firms …
The U.S. dollar pared some of its earlier gains but remains weaker over medium horizons, with analysts at Bank of America Securities saying renewed, sustained dollar declines will likely require further guidance from the Federal Reserve - particularly on interest-rate policy and balance-sheet plans under the next chair. Market moves followed the no…
Xeris (XERS) is showing clear commercial traction from Recorlev, with Q2 revenue near $71.5M and raised guidance. The tape and fundamentals support a mid-term long swing: entry $7.35, stop $6.25, target $9.25 over ~45 trading days. The trade balances momentum and valuation while acknowledging regulatory and execution risks.
Western Digital Corporation said its board has authorized an additional $4.0 billion for share repurchases, effective immediately. The announcement, which increases the firm's capital return capability on top of about $484 million remaining from the prior program as of February 2, 2026, sent WDC shares up 4.1% in premarket trading. Management said …
JPMorgan is close to finalizing an index that would track local-currency sovereign bonds issued by frontier markets, according to investors who were consulted on the design. The proposed benchmark, intended to broaden exposure to higher-yielding and more diverse debt, would include around 20-25 countries with notable weightings for Egypt, Vietnam, …
