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.
The Bank of Canada left its key policy rate unchanged at 2.25% and highlighted elevated uncertainty that complicates predictions about the timing and direction of future rate changes. Officials signalled comfort with the current stance while acknowledging a broad set of potential economic outcomes, and market commentators stressed the role of trade…
Alphabet unit Google will pay $135 million to resolve a proposed class action brought by smartphone users who alleged Android was programmed to transfer cellular data without users' consent. The settlement, filed in federal court in San Jose, California, is subject to judicial approval and includes changes to how data transfers are authorized and d…
RBC Capital raised its price target on F5 Networks to $345 from $325 and kept an Outperform rating after the company posted stronger-than-expected first-quarter fiscal 2026 results and raised guidance. RBC cited minimal impact from an October 2025 security incident, momentum in hybrid multi-cloud and refresh cycles, and accelerating enterprise AI a…
Guggenheim increased its price objective for Sysco to $91 from $89 and kept a Buy rating after a sharp share rally and management guidance around top- and bottom-line improvements. The firm’s valuation relies on an 11.0x EBITDA multiple on 2027 results and assumes an 11% total shareholder return including dividends. Other major brokerages also nudg…
RBC Capital cut its price target for CommVault Systems (CVLT) to $100 from $167 while retaining a Sector Perform rating, citing a mixed quarter and broader valuation pressures. The company reported an ARR shortfall and continues to trade under recent highs, though it maintains strong gross margins and positive earnings. Multiple sell-side firms hav…
RBC Capital has increased its price target on Northrop Grumman to $750 from $715 and kept an Outperform rating after the defense contractor posted better-than-expected fourth-quarter 2025 results. The company reported adjusted Q4 EPS of $7.23 and revenue of $11.7 billion, and RBC flagged potential upside to 2026 revenue from programs such as the B-…
RBC Capital raised its price target on General Motors to $107 from $92 and kept an Outperform rating, citing a mix of headwinds and offsets for 2026 including commodity and onshoring pressures balanced by regulatory benefits, warranty gains, narrowing EV losses and potential tariff relief from USMCA negotiations. GM beat Q4 2025 EPS expectations wh…
The U.S. upstream mergers and acquisitions market recovered in the fourth quarter of 2025, recording $23.5 billion in announced transactions and lifting total annual activity to $65 billion, according to analytics firm Enverus. The quarter's rebound was fueled by a mix of refunded private equity groups, increased use of asset-backed securitization,…
Applied Digital is trading like a levered AI data-center proxy, but Nvidia’s $2B investment into CoreWeave changes the risk calculus in a way the tape is still digesting. With APLD at fresh 52-week highs and momentum still bullish, the trade is to buy the pullback with defined risk, aiming for a continuation move while respecting that valuation and…
Wells Fargo began coverage of HeartFlow with an Overweight rating, citing a structural shift toward coronary CT angiography (CCTA) that should lift demand for the company’s CT-based blood-flow and plaque analysis tools. The bank projects significant volume growth in CCTA and forecasts HeartFlow revenue rising more than 20% annually over the next th…
The Bank of Canada left its policy rate unchanged at 2.25%, citing a fragile outlook shaped by shifting trade dynamics and US protectionist measures. Officials noted domestic demand is showing signs of recovery, inflation remains near target, but heightened trade and geopolitical risks are weighing on growth and labour-market dynamics.
Piper Sandler raised its price target on General Motors to $105 from $98 while keeping an Overweight rating, citing upgraded earnings-per-share forecasts after the automaker's fourth-quarter performance. The firm says its target relies on a 7x multiple of 2027 EPS and notes conservative North America EBIT margin assumptions. Other brokerages have a…
Morgan Stanley has kept an Underweight rating and a $214.00 price target on Progressive Corp., even as the insurer reported unexpectedly strong policy-in-force (PIF) additions in recent months. Data cited in the research indicate the stock is trading near its 52-week low with a modest P/E of 11.5. While auto PIF gains and robust revenue expansion r…
Piper Sandler has lowered its 12-month price target for Qorvo Inc to $90 from $110 while maintaining a Neutral rating. The firm pointed to disappointing March quarter guidance and a faster-than-expected downsizing of Qorvo's lower-tier Android business as the primary drivers of the adjustment. Data in the company's filings and analyst reports under…
BTIG raised its price target on Glaukos to $131 from $123 and kept a Buy rating after the FDA approved a labeling supplement permitting repeat administration of iDose TR. The approval broadens the product's clinical use and was incorporated into BTIG's revenue model, contributing to the price-target increase. Recent company results and other analys…
Fitch Ratings does not expect to lower the United States' sovereign credit rating again soon, saying the 2023 downgrade already incorporated the nation’s fiscal strains and that the dollar’s dominant reserve role supports current assessments. The agency signaled a stable outlook that implies no downgrade is expected over the next one to two years.
An executive at Becton Dickinson & Company sold a small block of shares under a pre-established trading plan while the company announced a dividend, a share repurchase authorization and several product and strategic developments. The sale was executed under a Rule 10b5-1 plan and signed by an attorney-in-fact. Separately, the company disclosed a Ma…
The Bank of Canada left its policy rate unchanged at 2.25% and said elevated uncertainty makes it difficult to pinpoint the timing or direction of future adjustments. In a quarterly monetary policy report the central bank kept forecasts for modest growth in 2026 and 2027 and expected inflation to remain close to the 2% target. The central bank high…
Kenneth Rogoff, a Harvard economist and former IMF chief economist, said the Federal Reserve's dollar swap line facilities - emergency dollar lending to foreign central banks - could be weaponised by the Trump administration. Rogoff suggested the tool could be leveraged in trade disputes, noting existing concerns about erratic U.S. policy since the…
The S&P 500 surpassed 7,000 points for the first time, driven largely by enthusiasm around artificial intelligence and strong performances across technology-related names. Recent corporate results and guidance in the semiconductor and enterprise-software segments contributed to the advance, while traders await earnings from several large technology…
Kepler Cheuvreux singles out five European aerospace and defence names as preferred picks into 2026, arguing that sustained defence spending and a recovering commercial aviation cycle underpin attractive long-term cash flow and returns for select companies despite elevated valuations. Key differentiators will be market share strength, program execu…
Piper Sandler raised its price target on F5 Networks to $325 from $295 and maintained an Overweight rating following quarterly results that showed resilient demand, an active product refresh cycle and better enterprise engagement. The stock rallied more than 10% in after-hours trading after the earnings release. F5 reported strong gross margins and…
Piper Sandler raised its price target on Viatris (NASDAQ: VTRS) to $12.00 from $9.00 while retaining a Neutral rating, pointing to robust branded business performance across geographies and steady contributions from recent launches in developed markets. The firm notes shares have rallied roughly 33% since the start of the fourth quarter of 2025 ami…
HSBC has trimmed its price target for CoreWeave to $41 from $44 and kept a Reduce rating, pointing to higher financing costs and a projected liquidity deficit in 2026. The bank’s analysis is backed by data showing stretched near-term liquidity and heavy leverage, while other brokers and an NVIDIA equity infusion have prompted a range of more bullis…
Jefferies increased its price target on Nextpower (NXT) to $122 from $107 and kept a Buy rating after the company reported fiscal third-quarter results that beat expectations on revenue and EBITDA. Management cited stronger demand from the U.S. market. Nextpower raised fiscal 2026 guidance by roughly 3%, announced a $500 million share repurchase pl…
