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.
RTX recorded higher fourth-quarter revenue and profit driven by robust engine sales and continued demand for maintenance, repair and overhaul (MRO) services. Strength in its Pratt & Whitney engine franchise, including recent F135 contracts and ongoing support for the F100, along with increased work at Collins Aerospace and Raytheon, pushed adjusted…
The UK Financial Conduct Authority has initiated a formal review into how advanced artificial intelligence could reshape retail financial markets and affect consumers. Led by FCA Executive Director Sheldon Mills, the review will probe potential changes to competition and market structure as AI technologies develop, and will consider these shifts al…
DA Davidson has increased its price target for Gold.com (NYSE: GOLD) to $53.00 from $45.00 and kept a Buy rating, citing higher spot prices for gold and silver, greater market volatility, widening retail-to-spot spreads and signs of growing unit demand. The new target is built on an 8x multiple of Gold.com's calendar 2027 EBITDA and follows a strin…
Jefferies increased its price objective on Deckers Outdoor to $105 from $102 and held a Hold recommendation, citing stronger-than-expected direct-to-consumer results for the HOKA brand. The firm nudged up its fiscal third-quarter EPS estimate and raised longer-term HOKA revenue projections, while other major brokers remain split in their views. Dec…
BTIG raised its rating on CoStar Group from Neutral to Buy and set an $80 price target, highlighting a refocused salesforce, accelerating bookings and Homes.com progress as drivers for double-digit organic revenue growth. The firm increased revenue estimates for Q4 and 2026. CoStar’s liquidity and recent guidance have prompted mixed responses from …
Northrop Grumman reported year-over-year increases in fourth-quarter revenue and adjusted earnings per share, driven by double-digit growth in its aeronautics and mission systems businesses amid heightened global tensions. The company’s 2026 sales outlook, however, came in below Wall Street estimates.
The Czech National Bank's policy board could deliberate a modest easing of monetary policy at its meeting on February 5, Vice‑Governor Jan Frait told reporters. He said external developments that may prompt large central banks to cut rates are central to the upcoming discussion, even as domestic economic conditions - including a tight labour market…
CoreWeave shares climbed in early trading following a $2 billion equity purchase by Nvidia, which raised its ownership to roughly 9% from about 7%. The deal, priced at $87.20 per share, accompanies a partnership to expand AI infrastructure capacity toward more than 5 gigawatts by 2030, up from CoreWeave's approximately 2.9 gigawatts of contracted p…
Kimberly-Clark reported adjusted earnings per share above Street estimates, supported by expense reductions, the sale of lower-margin units and continued consumer demand for essential household items sold in larger, value-oriented packs. While revenue was marginally below expectations, the company posted steady adjusted gross margins and outlined a…
Deutsche Bank warns that persistently higher geopolitical volatility and a shift toward redundant supply chains are underpinning a structural premium across commodity markets. The bank's analyst highlights central bank buying, renewed ETF inflows and strategic stockpiling - including China's accumulation of gold and crude reserves - as forces suppo…
Lynx Equity increased its price target for Lam Research from $175 to $280, arguing that Wall Street is underestimating the company’s earnings trajectory into 2027. The firm lifted its wafer fabrication equipment market estimates for 2026 and 2027, and views any post-earnings pullback as a buying opportunity. Separate analyst activity and dividend n…
William Blair has reaffirmed a Market Perform rating on AST SpaceMobile (NASDAQ:ASTS) after investor meetings with the company’s chief strategy officer. Management outlined coverage milestones tied to satellite counts, confirmed a partnership beta timeline with AT&T, and reiterated a target launch cadence to achieve continuous coverage. The company…
Needham has framed Major League Soccer’s new multi-year agreement with prediction market platform Polymarket as a constructive development for companies that supply official sports data and integrity services. The research house highlighted the deal’s requirement for official league data and third-party integrity monitoring, pointed to Sportradar a…
Oppenheimer increased its price target for Revolution (RVMD) to $150.00 from $75.00 and kept an Outperform rating, citing heightened merger-and-acquisition speculation as the company approaches 2026 and potential near-term milestones. The stock has shown strong one-year performance but recently traded down after reports that Merck is no longer purs…
Governments across multiple continents are moving to curb children’s access to social media, adopting or proposing age-based restrictions that range from device-level controls to outright bans for users under certain ages. Australia has enacted the strictest measure to date, while European nations and other jurisdictions are proposing or implementi…
Stifel increased its Baker Hughes (BKR) price target to $58 from $57 and kept a Buy rating after the oilfield services firm reported stronger-than-anticipated fourth-quarter 2025 results and raised guidance for early 2026. The company beat earnings and revenue estimates for Q4, reported meaningful power systems orders tied to data centers, and reit…
European Central Bank policy is appropriate for today’s environment, yet officials should prepare for new shocks - including the risk of Russian military aggression - that could unsettle the current balance of inflation at target, growth near potential and neutral interest rates, ECB policymaker Gediminas Simkus said. He urged ensuring the resilien…
Needham upgraded Teleflex from Hold to Buy and set a $138 price target after the medical-device company announced plans to divest three business units. Teleflex expects roughly $1.8 billion in after-tax proceeds from sales that are slated to close in the second half of 2026, and the research house anticipates those proceeds will fund share repurcha…
TD Cowen has assumed coverage of Insulet Corporation with a Hold rating and a $294 price objective, noting the company’s strong recent growth and product momentum but warning that competitive advantages may narrow. The coverage shift comes with an analyst transition and follows a string of diverging analyst views and an upcoming auditor change for …
General Motors recorded an increase in adjusted pre-tax profit for the fourth quarter, driven by stronger sales of lower-priced crossover SUVs and pickup trucks. The company posted about $2.84 billion in adjusted pre-tax earnings, up from roughly $2.51 billion a year earlier, and issued annual adjusted core profit guidance of $13 billion to $15 bil…
The Polish Bank Association (ZBP) projects the banking sector's aggregate net profit will decline to about 30.8 billion zlotys in 2026, down from an estimated 44.1-46.1 billion zlotys in 2025. ZBP attributes the reduction primarily to the effects of lower interest rates and a rise in corporate taxation on banks, and also flags limited opportunities…
Microsoft and Meta begin the major technology earnings cycle this week facing heightened investor scrutiny over whether their heavy artificial intelligence spending will deliver another year of robust growth. Alphabet's recent gains, driven by strong reception to its Gemini 3 model and a new deal to power Apple's Siri, have shifted market attention…
STRABAG SE said it now expects its EBIT margin for the 2025 financial year to be at least 6.5%, a significant improvement on its prior forecast. The Vienna-based construction and technology group reported an output volume of about €20.4 billion for 2025, driven by major projects in Germany and growth in its international infrastructure business. Ma…
Jefferies has reaffirmed a Buy rating on CoreWeave (NASDAQ:CRWV) and left its price target at $120. The call follows an expanded strategic agreement with NVIDIA, a $2 billion equity investment that raises NVIDIA’s stake to roughly 9% and supports CoreWeave’s plan to grow AI computing capacity to more than 5 gigawatts by 2030. Analysts and market da…
SK Hynix said it is evaluating various measures, including forming a subsidiary focused on artificial intelligence investment, following media reports that a U.S. unit would be set up to oversee roughly 10 trillion won ($6.92 billion) in AI-related assets held abroad by SK Group affiliates, including stakes in TerraPower. The company made the discl…
