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.
MercadoLibre plans to raise logistics fees in Brazil starting March 2026, a development that has prompted Itau BBA to reaffirm its Outperform rating on the stock. The fee adjustment is expected to enhance the company’s earnings per share by about 3% in 2026 and add roughly $280 million in annual net revenues. MercadoLibre's recent financial maneuve…
RBC Capital has increased its price target for American Axle & Manufacturing Holdings (NYSE: AXL) to $12, up from $9, signaling confidence in the company's near-term growth prospects. The upgrade reflects better than expected driveline segment results and favorable global automotive production trends. Meanwhile, the company's recent quarterly earni…
Roth/MKM has initiated coverage on Arcturus Therapeutics, assigning a Buy rating and setting a price target of $20.00, indicating an anticipated upside of 163% from current trading levels. The biotech has experienced notable share price declines amidst various challenges, but analysts emphasize its strong cash position and promising clinical progra…
Raymond James has reduced its price target for Abbott Laboratories to $130 from $146 while maintaining an Outperform recommendation. The adjustment follows disappointing fourth-quarter results, particularly in the Nutrition segment, which have contributed to a recent share price decline nearing the 52-week low. Despite these challenges, the firm po…
BofA Securities increased its price target on Consolidated Edison (NYSE:ED) to $99 from $96 following regulatory approval of the utility's rate plan through 2028. Despite this, the firm maintains an Underperform rating citing constrained upside potential relative to peers. Recent corporate moves include asset divestment and new financing arrangemen…
Raymond James has increased its price target for Huntington Bancshares to $21.00 from $20.00, maintaining a Strong Buy rating following the bank's fourth-quarter earnings that exceeded EPS expectations but missed slightly on revenue. The bank remains attractively valued with a P/E of 13.13 and a notably low PEG ratio, supported by consistent revenu…
As in-flight connectivity becomes more prevalent, the debate over its value intensifies, particularly between budget carriers like Ryanair and premium, long-haul airlines. While the latter sees high-speed WiFi as indispensable for attracting premium customers, budget airlines question the cost-effectiveness against passenger willingness to pay.
Lenovo is advancing its position as a major AI player by seeking collaborations with a variety of large language model developers worldwide to integrate AI capabilities across its extensive product portfolio, including PCs, smartphones, and wearables. The company's approach is to orchestrate partnerships rather than develop proprietary AI models, c…
In 2025, U.S. companies secured $244 billion in foreign government procurement contracts with the support of the U.S. Commerce Department, marking a nearly threefold increase from 2024. This surge is largely driven by a significant uptick in Boeing's aircraft orders and is projected to sustain approximately 844,000 American jobs.
Bank of America Securities has updated its forecasts for TFI International, raising the price target while keeping an Underperform rating. This adjustment follows TFI's recent disclosures of expanding revenue streams from data center and electric grid transportation, key subsets of its truckload business. The company's strategic focus on specialize…
Bank of America Securities recently updated its investment outlook for Pan American Silver (NYSE:PAAS), raising its price target to $73 from $68 while maintaining a Buy rating. This adjustment follows the company's latest preliminary production figures for 2025 and its guidance for 2026, which surpassed analyst expectations for silver and gold outp…
Bank of America Securities has nudged up its price target for Procter & Gamble to $171 from $170 while maintaining a Buy rating after the company's second-quarter 2026 results met expectations. Despite organic sales holding steady in Q2, the stock saw relief following the reaffirmation of full-year guidance. BofA projects improved growth in the lat…
Intel's stock fell by 12% following reports that its data-center chip supply cannot keep pace with the escalating demand driven by the artificial intelligence sector. The company, which had been lagging behind AI chip leader Nvidia, is now experiencing increased interest due to strong server chip demand and substantial investments from notable enti…
BofA Securities has increased its price target for Allison Transmission to $92 from $77 after the completion of its acquisition of Dana's Off-Highway business. While maintaining an Underperform rating, the firm projects substantial revenue and EBITDA contributions from the acquisition and has revised its outlook on various market segments. Concurre…
BofA Securities has adjusted its price target for Alcoa Corporation to $38 from $33, reflecting improved demand conditions despite maintaining an Underperform rating. The aluminum producer's recent financial results exceeded earnings expectations but fell short of EBITDA forecasts, partly due to operational setbacks in Brazil. Analysts note ongoing…
Bank of America Securities has raised its price target for CACI International to $750, highlighting the company's robust margin improvements and strong free cash flow generation, despite challenges in government contract awards. The firm maintains a Buy rating as CACI's stock price nears a new 52-week peak, supported by a reaffirmed full-year outlo…
BofA Securities has lifted its price target for United Airlines to $145 from $130 following the airline's strong fourth-quarter 2025 earnings and promising demand trends. Despite conservative guidance in a volatile industry environment, the airline's financial performance has prompted multiple analysts to revise earnings estimates upward, signaling…
BofA Securities has revised its price target for SLM Corp. downward to $32 from $35, while affirming a Buy rating due to the company's strong fourth-quarter fiscal results and favorable outlook in the student loan sector. The firm's notable earnings beat was driven by strategic provisions and operating efficiencies, and the outlook points to signif…
BofA Securities has adjusted its price target for Black Hills Corp to $72 from $70, citing improved strategic prospects from the anticipated Northwestern Energy merger. The utility's stock price is near its year-high but may be overvalued relative to fair value. The firm sees potential for higher EPS compound annual growth and notes infrastructure …
Bank of America Securities reduced McCormick & Company’s price target from $89 to $80 after the spice and flavor company's fourth-quarter results revealed weaker-than-expected organic sales and a gross margin decline. The adjustment reflects several factors, including inventory impacts and increased costs. Meanwhile, McKesson Corporation’s strong q…
Global investors are poised for a pivotal week focused on corporate earnings—particularly in artificial intelligence sectors—and the Federal Reserve's interest rate stance. This follows recent market volatility triggered by political disputes involving U.S. Greenland acquisition attempts and trade concerns with Europe. While major indexes have reco…
Jefferies has raised its price target on Columbia Banking System to $32 from $30 while maintaining a Hold rating, following the bank's slightly better than expected fourth-quarter results and mixed guidance for fiscal year 2026. The bank’s net interest income and core earnings per share surpassed analyst expectations, bolstered in part by acquisiti…
Raymond James has increased its price target for Banc of California to $24 from $20 after the bank reported better-than-expected fourth-quarter 2025 earnings. The bank's substantial loan and deposit growth, alongside promising forward guidance and strategic initiatives, support the analyst firm's optimistic projections for profitability and capital…
Jefferies has revised its price target for Abbott Laboratories downward to $145 from $149 after the healthcare company reported fourth-quarter revenue that missed analyst expectations, primarily due to weaker-than-anticipated performance in its Nutrition segment. Abbott’s earnings per share met forecasts, and the company provided guidance for conti…
Jefferies has adjusted its stock price target for McKesson downward to $74 from $79 following the company's underwhelming fourth-quarter earnings and subdued 2026 guidance, attributed mainly to ongoing inflation-related cost pressures. The analyst firm maintains a Buy rating, highlighting McKesson's steady volume expansion, promising innovation eff…
