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.
TDK says Chinese restrictions on exports of dual-use items that include rare earths have made procuring key materials extremely difficult. The company reports the impact began last year, has relied on stockpiles to sustain production, and is pursuing both supplier diversification and magnet technology that minimizes or eliminates rare earth content…
JPMorgan upgraded Church & Dwight Co. Inc. (CHD) from Underweight to Neutral and increased its price target to $100.00 from $92.00, citing portfolio changes and recent quarterly results that point to stronger near-term growth while noting the company remains short of its long-term Evergreen model goals.
JPMorgan downgraded Best Buy from Overweight to Neutral and trimmed its price target to $76 from $99, citing near-term risks tied to computing demand, memory price dynamics and a potentially difficult fourth quarter of fiscal 2025. The bank highlighted that computing accounts for more than 35% of Best Buy's product mix and flagged softer trends in …
Palestinians who have been unable to cross Gaza’s Rafah border into Egypt since summer 2024 gathered with mixed emotions as authorities prepared for a reopening tied to an October ceasefire agreement. For many, the chance to travel means urgent medical care or reuniting with family; for others it risks leaving them stranded abroad if new restrictio…
Guggenheim initiated coverage of Cullinan Oncology Inc. (NASDAQ:CGEM) with a Buy rating and a $30 price target, implying roughly 151% upside from the current share price of $11.96. The firm highlighted CLN-978, a CD19xCD3 bispecific, as the company’s key value driver and pointed to a slate of Phase 1 data readouts across autoimmune indications and …
HSBC downgraded Chevron from Buy to Hold while increasing its 12-month price target to $180 from $169. The new target sits marginally above Chevrons recent trading level, reflecting the banks view that the stocks year-to-date rally has tightened upside potential even as the firm maintains a favorable view of Chevrons cash flow trajectory and fi…
JPMorgan has maintained its Underweight rating and SEK123.00 price target on Hennes & Mauritz AB after the retailer posted a stronger-than-expected fourth-quarter 2025 result. The bank attributes the outperformance mainly to lower operating expenses and a return to more typical writedown levels, but warns these factors may not persist. H&M’s board …
JPMorgan moved PTC Inc. (PTC) from Neutral to Underweight and trimmed its price target to $162 from $205, pointing to difficulties in shifting the company’s legacy Product Lifecycle Management (PLM) and Computer-Aided Design (CAD) products to a cloud-first, Software-as-a-Service model. The call comes as PTC shares trade near $156.13 after a more th…
JPMorgan downgraded China Resources Power Holdings from Overweight to Neutral and reduced its target price to HK$17.00 from HK$21.50, citing concern that the removal of a tariff floor could pressure thermal tariffs beginning in 2027 and weigh on margins. The bank also highlighted uncertainty around government plans to adjust capacity charge mechani…
Global investor flows into emerging market equities accelerated in January, driven by a softer U.S. dollar, rising emerging-market currencies and demand for country-specific exposure. Heavy weekly inflows pushed year-to-date flows above $39 billion, a start to the year not seen in more than two decades, and investors say the mix of macro and fundam…
European equity indexes opened lower as a renewed sell-off in gold and silver rattled investor sentiment. Markets also digested corporate results from major European banks, weak Chinese factory data and falling oil prices after easing Middle East tensions. The week ahead includes key central bank meetings and a heavy slate of corporate earnings.
J.P. Morgan downgraded Signify NV (AS:LIGHT) from "overweight" to "neutral" following a disappointing fourth quarter and weaker margin guidance for 2026. The bank also reduced its June 2027 price target to .40 from 9.50, a level close to the stocks Jan. 30 close of 8.15. Analysts at J.P. Morgan cited a substantial earnings miss in a quarter tha…
AMD looks positioned to widen its lead over Intel in 2026 as hyperscalers diversify AI infrastructure away from a single-vendor GPU market. The balance sheet is healthy, cash generation is solid, and technicals show constructive momentum. This trade idea lays out an entry at $237.00, a stop at $200.00 and a primary target of $375.00 over a 180 trad…
The reopening of the Rafah crossing with Egypt has accelerated the second phase of the U.S.-led plan to end the Gaza war, but major issues remain unsettled. Central among them are whether Hamas will disarm, what role and mandate an international stabilisation force would have, and who will fund and oversee reconstruction. Israeli authorities warn t…
Begbies Traynor Group plc has announced it will rebrand as BTG Consulting plc to better reflect the company's expanded advisory services beyond its historic insolvency and restructuring focus. The move follows sustained growth across revenue, adjusted profit before tax and dividends, and will see the business marketed across eight service lines whi…
Churchill China PLC reported annual turnover of around £76 million for 2025 and indicated profit before tax is expected to match market expectations of £6 million. The company said second-half trading met guidance, European sales improved versus the prior year, U.S. operations finished ahead of 2024, and year-end cash rose to £10.8 million. The mat…
JPMorgan has raised its year-end 2026 gold price forecast to $6,300 an ounce, citing continued and strengthening purchases by central banks and growing investor inflows. The bank said the wider market environment still supports a structural rally in gold even after a recent sharp correction in both gold and silver triggered by a dollar rebound. Ana…
Israel has reopened the Rafah crossing with Egypt to pedestrian traffic, permitting some Palestinians to exit Gaza or return after displacement. The reopening is tightly controlled - Israel is requiring security screenings, and both Israel and Egypt are expected to cap the number of travelers. Significant restrictions remain in place, including a c…
Europe’s Next Generation recovery fund, sized at roughly $955 billion, has financed projects ranging from sensor-driven agriculture to renewable licence reforms, but persistent skills shortages, cumbersome administration and unclear post-funding business models have slowed its intended economic transformation. Significant allocations remain undisbu…
Polestar said it has obtained a $400 million equity investment from Feathertop Funding Limited - a special purpose vehicle consolidated by Sumitomo Mitsui Banking Corporation and Standard Chartered Bank - adding to December funding announcements from BBVA, Natixis and a secured loan facility with majority owner Geely Holding. Management says the mo…
Jefferies analysts highlight six investment themes shaping the European midcap landscape for 2026 and identify six companies they view as positioned to benefit. Core themes include factory automation, a sentiment-driven rebound in beaten-down names, accelerating power demand from data centers and electrification, potential upside from German fiscal…
Jefferies launched coverage of Helus Pharma (NASDAQ: HELP) with a Buy rating and a $22.00 price target, implying roughly 232% upside from the current share price of $6.62. The firm identified three near-term catalysts in 2026 - a pivotal Phase III readout for oral d-psilocin HLP003, Phase II de-risking data for intramuscular d-DMT HLP004, and the a…
Global commodity markets dropped sharply as investors sold precious metals, oil and industrial metals following the selection of Kevin Warsh as the next Federal Reserve chair and a firmer U.S. dollar. A hike in futures margin requirements and indications of easing U.S.-Iran tensions compounded the decline, while China’s pre-holiday slowdown weighed…
Aviation industry figures gathered in Singapore ahead of the region's largest air show to confront persistent supply-chain bottlenecks, the politicisation of certification processes and the implications of geopolitical tensions for both freight flows and fleet maintenance. Executives and regulators reiterated commitments to emissions reduction whil…
China's property sector - once responsible for roughly a quarter of the country's economy at its peak - has been under stress since mid-2021 amid a debt crisis that has led to widespread developer payment defaults. Authorities have rolled out a sequence of measures from 2023 through early 2026 intended to shore up the market, ranging from interest-…
