News Hub

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.

  • Bernstein raises ASML target to €2,300, forecasting AI-driven lithography demand and €80bn revenue by 2030.
  • TeraWulf jumps after a 20-year Anthropic lease for a 401MW AI campus and sale of its Abernathy stake monetizing about $450m.
  • Broadcom secures multi-year ASIC supply deal with Apple through 2031, enhancing revenue visibility.
  • Micron signs a long-term memory supply agreement with Ford and plans DRAM capacity expansion in Virginia.
  • Clarivate agrees to sell its Life Sciences unit for $600m to retire 2028–29 notes and improve margins.
  • Strategy (MSTR) records an $8.32bn digital-asset loss and sold bitcoin to fund preferred dividends.
  • Prosecutors begin a week-long preliminary hearing in the Charlie Kirk killing to establish probable cause ahead of trial.

Latest Articles

Last-minute Postponement of US-Iran Talks Deepens Doubts Over Durable Truce

Last-minute Postponement of US-Iran Talks Deepens Doubts Over Durable Truce

Planned talks between U.S. and Iranian negotiators in Switzerland were postponed on short notice, and Vice President JD Vance abandoned travel plans, injecting fresh uncertainty into efforts to secure a lasting ceasefire. Swiss officials said preparatory work at the Burgenstock site continues, but Iran has signalled it will first need signs that th…

European Stocks Cautious After U.S.-Iran Talks Cancelled

European Stocks Cautious After U.S.-Iran Talks Cancelled

European equities were subdued as markets reacted to the cancellation of planned U.S.-Iran negotiations, prompting investors to shy away from higher-risk assets. The STOXX 600 dipped modestly, with miners and utilities weighing on the index while energy and defence names provided some offset. Company-specific moves included a climb in Entain and we…

TD Cowen Picks Dutch Bros as Its Leading Small-Midcap Idea for 2026

TD Cowen Picks Dutch Bros as Its Leading Small-Midcap Idea for 2026

TD Cowen has designated Dutch Bros as its top small- to mid-cap stock idea for 2026, assigning a Buy rating and a $73 price target. The firm points to continued gains in same-store sales, margins and store development, underappreciated digital and food opportunities, and argues competitive threats are overstated.

U.S.-Iran Talks Cancelled as Oil Heads for Largest Weekly Drop in Months

U.S.-Iran Talks Cancelled as Oil Heads for Largest Weekly Drop in Months

U.S. equity futures slipped following a strong session on Wall Street driven by hopes the recent U.S.-Iran ceasefire could hold. The abrupt cancellation of planned talks between the two countries has reintroduced uncertainty even as oil prices fall sharply on expectations that a reopening of the Strait of Hormuz will restore supplies. Separately, s…

China tightens checks on indium exports as demand from AI data centers rises

China tightens checks on indium exports as demand from AI data centers rises

Chinese customs officers have increased scrutiny of indium shipments, prompting concern among some purchasers that the metal could face tighter export controls. Indium is a key input for displays, solder and indium phosphide, the semiconductor material used in high-speed optical chips for AI data centers. While indium metal is not currently on Chin…

Citi lifts Informa to Buy after UK eases travel advice for Gulf states

Citi lifts Informa to Buy after UK eases travel advice for Gulf states

Citi Research upgraded Informa Plc from neutral to buy and increased its 12-month price target to 990 pence from 850 pence after the UK government removed travel advice against visiting the United Arab Emirates and Saudi Arabia. The guidance change - which followed a US-Iran memorandum of understanding related to ending the Middle East conflict - l…

UK posts far larger-than-expected May budget shortfall

UK posts far larger-than-expected May budget shortfall

The Office for National Statistics reported a May budget deficit of £23.3 billion, 30% higher than a year earlier and above economists' median expectations. Earlier forecasts for the 2026/27 fiscal year envisaged a narrower deficit, but a weaker growth outlook and rising borrowing costs have altered the picture. Recent gilt sales showed the highest…

Morgan Stanley Cuts European Energy Rating as Hormuz Deal Limits Oil Upside

Morgan Stanley Cuts European Energy Rating as Hormuz Deal Limits Oil Upside

Morgan Stanley has reduced its recommendation on European energy equities from overweight to equal-weight, citing the partial reopening of the Strait of Hormuz under a U.S.-Iran memorandum of understanding and a deterioration in the sector's earnings outlook. The change reflects an increased model sensitivity to the Hormuz development, a view by oi…

Planned U.S.-Iran Geneva Talks Cancelled as Truce Prospects Fade

Planned U.S.-Iran Geneva Talks Cancelled as Truce Prospects Fade

Negotiations between U.S. and Iranian delegations scheduled in Geneva have been called off after U.S. Vice President JD Vance dropped plans to travel. Swiss authorities confirmed the talks would not take place at the Burgenstock resort. The pause deepens uncertainty over whether the recently extended 60-day ceasefire and the 14-point memorandum can…

XDEMVY Is Carrying Tarsus — Pay Up, But Don’t Pay Blindly

XDEMVY Is Carrying Tarsus — Pay Up, But Don’t Pay Blindly

Tarsus has turned its FDA approval into real revenue: XDEMVY generated strong top-line growth and margin leverage in early 2026. The stock is not cheap on traditional multiples, but guidance for $670-700M in XDEMVY sales for 2026 narrows the gap between price and prospective value. This trade idea buys the story on continued execution while protect…

Some Early Anthropic Mythos Testers Still Have Preview Access After U.S. Block

Some Early Anthropic Mythos Testers Still Have Preview Access After U.S. Block

Anthropic has kept access to its Mythos Preview open for a subset of early testers within its Glasswing program, despite a U.S. government directive that resulted in the shutdown of other releases. The preview, limited to roughly 200 organizations after the model flagged thousands of software vulnerabilities, remains available to certain firms whil…

Gulf carriers stage recovery as flight volumes approach pre-conflict levels

Gulf carriers stage recovery as flight volumes approach pre-conflict levels

Major Gulf airlines have largely restored flight activity to a substantial portion of their pre-conflict operations after months of disruptions tied to the Iran war. Flight-tracking data shows overall movements at roughly 82% of levels recorded on February 27, the day before the conflict began. While some carriers have already surpassed that benchm…