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.
JPMorgan reiterated an Overweight rating and a $215 price target for ServiceNow (NOW) after speaking with nine partners across the vendor's ecosystem. The bank's channel checks showed a mixed picture versus its prior quarterly survey - an improving outlook for the coming half-year but softer recent federal activity. Partners broadly reported ongoin…
JPMorgan’s Delta One Desk reports a marked rotation away from U.S. equity ETFs last week, with significant inflows into international developed and emerging market ETFs. Sector-level moves favored Materials, Energy, Financials and Healthcare, while Utilities and Consumer sectors saw outflows. Fixed income ETFs recorded above-average inflows led by …
IonQ, Inc. has agreed to acquire SkyWater Technology in a deal that values the foundry supplier at $1.8 billion in equity. The transaction, structured as $15 in cash plus $20 in IonQ stock per SkyWater share for a total of $35 per share, is expected to close in the second or third quarter of 2026 pending shareholder and regulatory approvals. The pu…
JPMorgan increased its price target for Baker Hughes to $60 from $53 and kept an Overweight rating after the company posted stronger-than-expected fourth-quarter results and showed diversified order strength in its Industrial & Energy Technology segment, led by Power Systems. Other banks have also raised targets following the quarterly beat and imp…
Scotiabank has begun coverage of Alithya Group Inc., giving the technology consultancy a Sector Outperform rating and a C$3.00 price target. The bank highlighted Alithya's U.S. organic revenue momentum, which now represents 50% of the company's mix and is growing at double-digit rates. Scotiabank's valuation places a CY2027E EV/EBITDA multiple of 5…
Boeing reported a fourth-quarter net profit of $8.22 billion, driven primarily by the sale of its navigation software services business and the reacquisition of Spirit AeroSystems. The quarter also included a $565 million charge to the KC-46 tanker program. Despite generating $375 million in cash in the quarter, Boeing ended the year with a $1.9 bi…
U.S. stock futures opened mixed as markets awaited the next Federal Reserve policy meeting and corporate earnings continued to drive premarket swings. Airline, auto, consumer goods, defense, healthcare and logistics stocks featured among the largest movers, with some companies reporting stronger-than-expected results and outlooks while others poste…
Pinterest announced a global restructuring in an SEC filing on Monday that will reduce headcount by under 15% and shrink office space. The company expects pre-tax restructuring costs of $35 million to $45 million, primarily cash spending, and plans to complete the program by the end of its third quarter ending September 30, 2026, subject to local l…
Goldman Sachs analyst Andrea Ferrario reports that the firm's Risk Appetite Indicator (RAI) rose to 1.09, its highest reading since 2021 and in the 98th percentile since 1991. The increase reflects broad-based risk-on positioning across global markets, driven mainly by the bank's PC1 "Global growth" factor and supported by a majority of the RAI's i…
UnitedHealth Group's stock plunged 12% in premarket trading following a CMS announcement that Medicare Advantage payment rates will rise by just 0.09% in 2027. The regulatory decision sparked steep declines across the managed-care sector, with Humana and CVS Health also seeing double-digit premarket drops. UnitedHealth's modest earnings beat was ov…
Kepler Cheuvreux has downgraded Siemens to "reduce" from "hold", citing a muted recovery in the company's Digital Industries division driven by weak confidence indicators across Europe and growing uncertainty in the industrial software market. The house view also flags a 30% slide in peer valuations, disappointing execution on the Siemens Healthine…
Citizens reiterated a Market Perform rating on Peloton Interactive (PTON) ahead of the company’s FY2Q26 earnings release, citing disciplined expense management that could bolster EBITDA while remaining cautious on near-term subscriber growth after recent price increases. Analysts tracked by InvestingPro expect Peloton to return to profitability thi…
The UK government has assembled a team of artificial intelligence specialists, funded by Meta, to develop open-source AI tools aimed at improving road and transport maintenance, public safety, and national security decision-making. The experts - drawn from institutions including the Alan Turing Institute and universities - will spend the next year …
Citizens has reaffirmed a Market Perform rating on Alexandria Real Estate Equities (NYSE: ARE) following the REIT's fourth-quarter report. Alexandria reported Core FFO of $2.16 per share, marginally above both Citizens' and consensus expectations of $2.14, and management confirmed full-year 2026 guidance first disclosed in December 2025. The compan…
Citizens has reaffirmed its Market Outperform rating and $34.00 price target on Sportradar Group AG (NASDAQ:SRAD), pointing to recent developments in the prediction markets arena - notably Polymarket's Authorized Gaming Operator status with Major League Soccer - as evidence that official data providers can play a central role in a nascent trading e…
Citizens has reaffirmed its Market Outperform rating and a $405.00 price objective for salesforce.com (NYSE:CRM), pointing to substantial momentum in the company's Agentforce business and continued strong financial metrics. The target implies roughly 76% upside from recent trading levels, while third-party data indicates Salesforce is trading below…
Brazil's annual inflation rate accelerated to 4.50% in the first half of January, slightly below the Bloomberg median estimate of 4.52%. Monthly consumer prices climbed 0.2% as gains in food and beverages and health-related items intensified. The central bank, led by Gabriel Galipolo, is widely expected to hold the Selic rate at 15% for a fifth str…
Redwire Corporation (NYSE:RDW) saw its stock climb 14% following its selection as a vendor on the Missile Defense Agency's SHIELD indefinite-delivery/indefinite-quantity (IDIQ) vehicle, which carries a total ceiling of $151 billion. The award makes Redwire eligible to compete for task orders supporting homeland defense, leveraging its portfolio of …
A Dutch appeals court has overturned a 2021 decision that classified all Uber drivers as employees, ruling instead that whether drivers are employees or self-employed must be assessed individually. In a case involving six drivers who took the appeal, the court concluded they are independent entrepreneurs, citing their vehicle investments, control o…
A court in Amsterdam has reversed a 2021 decision that treated all Uber drivers as employees, finding that six drivers who appealed can be regarded as self-employed. The judgment emphasizes individual assessment of the relationship between Uber and its drivers, while leaving open continued legal action by labor unions and drivers.
The European Commission has proposed a temporary suspension of the Inward Processing Regime (IPR) that permits duty-free sugar imports, citing pressure on domestic sugar producers from rising imports and falling prices. Commissioner Christophe Hansen announced the move on Monday, highlighting the intent to ease strains on European sugar growers. Co…
Evercore ISI has reaffirmed an Outperform rating on Texas Instruments with a $226 price target, implying roughly 15% upside from the current $196.59 share price. The research note cites investor underweighting in analog and microcontroller chips ahead of fourth-quarter earnings, the potential for data-center market share gains in 2026, and an upcom…
Raymond James has reiterated its view that Sunoco and SunocoCorp rank among the most attractive opportunities in its midstream coverage, pointing to near-term earnings strength from the Parkland acquisition and a $70 price target tied to recent upgrades. The firm forecasts adjusted EBITDA of about $680 million for fourth quarter 2025, aligns with c…
Evercore ISI reduced its price target on Altimmune to $22 from $25 while retaining an Outperform rating, following a comprehensive model revision since initiating coverage. The firm cites continued conviction in pemvidutide - a GLP-1/Glucagon candidate for metabolic dysfunction-associated steatohepatitis (MASH) - based on 24-week and updated 48-wee…
BTIG reiterated its Buy rating and $100.00 price target on Nike (NKE), representing roughly 54% upside from the current price of $64.99. The firm highlights a deliberate, multi-season recovery plan that prioritizes North America before refocusing on Greater China. Management changes across regions and the sale of RTFKT are additional elements of th…
