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 U.S. Department of the Treasury's Office of Foreign Assets Control designated over 30 individuals, entities and ships in a coordinated action targeting Iran's covert oil shipments and networks that obtain materials and machinery for ballistic missile and advanced conventional weapons production. The measures include sanctions on 12 vessels link…
Stifel has reiterated a Hold rating on Texas Instruments with a $215 price target after the company’s 2026 capital management update. The firm acknowledged potential free cash flow expansion from the multi-year manufacturing build-out but remains wary of elevated capital spending and the need for clearer revenue growth to support long-term targets.…
Stifel reiterated a Hold rating on Lucid Group Inc. and preserved its $17.00 price target after the electric vehicle maker reported fourth-quarter 2025 results. Revenue of $522.7 million exceeded both Stifel and consensus estimates, driven by higher deliveries and stronger average selling prices, but substantial gross and adjusted EBITDA losses and…
Stifel reduced its price target on Tempus AI Inc. (TEM) to $60 from $85 while maintaining a Hold rating. The firm highlighted significant revenue growth, progress in oncology and pharma offerings, and alignment with management's 2026 revenue target, but flagged continued negative EBITDA and a mixed profitability outlook as considerations.
Truist Securities lifted its price target on Cava Group Inc to $85 from $80 while keeping a Buy rating, citing a robust start to 2026 with same-store sales accelerating above 5% in the first quarter despite adverse weather. The firm trimmed near-term EBITDA forecasts to reflect planned investments in operations and food quality, but expects those i…
Freedom Capital Markets downgraded Gentherm Incorporated (NASDAQ:THRM) from Buy to Hold and reduced its price target to $38 from $41 following the auto supplier's uneven fourth-quarter 2025 performance. Product revenue increased year-over-year and the Automotive Climate & Comfort Solutions segment outperformed light vehicle production trends, but g…
Stifel has increased its 12-month price target for Lowe’s Companies Inc. to $270 from $250 while retaining a Hold rating. The revised target sits modestly above the current share price, and the firm bases the valuation on a 12x EV/FY27E EBITDA multiple that it says represents a discount to peers. Stifel cites resilience in recent quarterly results …
UBS has reaffirmed a Neutral rating on Humana Inc. with a $195 price target as the insurer navigates Medicare Advantage margin pressure and waits for confirmation on pricing for its 2026 book. The stock is trading well below UBS's target and near its 52-week low, while third-party valuation data suggests the shares may be undervalued relative to a …
Hingham Institution for Savings shares dropped 8% following a short report from Wolfpack Research that alleges the bank has undisclosed foreclosures, a sizable portfolio of distressed loans concentrated in Washington D.C., and heavy reliance on mark-to-market gains. The short seller estimates over $125 million of high-risk loans, points to specific…
DigitalOcean's focused SMB cloud and rising AI business create a credible growth story that has traction today. Strong customer metrics, consecutive AI revenue doubling, and a manageable valuation argue for a tactical long. This trade idea provides an entry at $58.51, a protective stop at $53.00, and a $75.00 target over a 180-trading-day horizon.
Palantir (PLTR) sits at the intersection of AI tailwinds and stretched multiples. If you want bullish exposure with defined risk and income, selling a cash‑secured 125 put for a mid-term cycle can produce an attractive yield profile — assuming option premiums reflect recent volatility. This trade plan lays out entry, stop, target, catalysts and the…
Equities experienced uneven trading Wednesday as a mix of analyst upgrades, deal speculation and company-specific earnings and guidance moves drove sharp gains in several technology and semiconductor names, while retailers and a number of small- and mid-cap companies posted steep declines. The action spanned mega-caps through small-caps, with indiv…
Ukrainian President Volodymyr Zelenskiy said repairs to the Druzhba oil pipeline cannot be completed quickly, citing repeated Russian strikes that damaged the section linking Odesa to the main Druzhba line. Shipments to Hungary and Slovakia have been suspended since January 27 after Kyiv reported a strike on pipeline equipment. Budapest has accused…
Turkey's BIST 100 closed lower, slipping 1.71% as sector losses in Leasing & Factoring, Holdings & Investments and Financials dragged the market down. Decliners outnumbered advancers by a wide margin, while select small- and mid-cap names posted notable moves. Commodities and FX markets showed mixed shifts, with gold higher and crude oil softer.
Bank of America reaffirmed a positive view on Amazon, citing substantial increases in Amazon Web Services power capacity, faster revenue growth, and improving AI-related deal flow as factors likely to bolster investor sentiment around AWS. Analyst Justin Post retained a Buy rating and a $275 price target, while warning that rising construction cost…
Stifel increased its 12-month price objective on Home Depot to $375 from $350 while keeping a Hold rating, pointing to roughly flat market demand and modest gains in January comparable sales. The retailer posted a January comps improvement and stronger-than-expected fourth-quarter fiscal 2025 results, prompting several other firms to raise their ta…
Truist Securities raised its price target on Amer Sports to $49 from $46 and reiterated a Buy rating, even as the company’s recent earnings and increased selling, general and administrative costs have pressured the stock. Management is accelerating investment in the Salomon brand, and Truist views 2026 as a potential inflection year despite near-te…
TD Cowen increased its price objective on Supernus Pharmaceuticals to $65 from $60 and kept its rating unchanged, citing easing Onapgo supply constraints and sustained patient demand that support Qelbree's momentum. Supernus reported fourth quarter revenue of about $212 million, a 22% increase aided by a $15 million regulatory milestone, and projec…
TD Cowen reduced its price objective on American Tower to $225 from $235 while retaining its buy recommendation. The firm pointed to robust fourth-quarter 2025 performance but flagged weaker initial 2026 guidance after removing DISH from the outlook and accelerated tenant churn, concentrated in Latin America. Cowen expects 2026 to be a trough year …
Truist Securities increased its price target on Astronics (ATRO) to $107 from $75 while maintaining a Buy rating, citing greater confidence in sustained aerospace operating margins and upside from rising aircraft production rates and spare parts sales. The firm now models aerospace margins of 17.9% for 2026 and 18.8% for 2027, up from prior estimat…
Truist Securities reaffirmed a Buy rating and a $283.00 price target on Advanced Micro Devices Inc. following the company’s announcement of a strategic multi-year partnership with Meta to deploy up to 6 gigawatts of Instinct GPUs beginning in the second half of 2026. The stock has risen 106% over the past year to $213.51, and analysts see further u…
TD Cowen increased its price objective on Axon Enterprise to $950 from $925 and kept its coverage rating, citing a 53% jump in fourth-quarter bookings and fiscal 2026 revenue guidance that exceeded consensus. The company also laid out aggressive fiscal 2028 targets and reported strong margins, prompting multiple firms to adjust price targets amid c…
Stifel reduced its price target on Clarivate Plc shares to $6.00 from $7.00 while keeping a Buy rating, following the company's decision to begin a sale process for its Life Sciences unit. The stock, trading at $2.43, has rallied 32% over the past week despite a year-to-date decline of 47%. Stifel said the Life Sciences division is expected to retu…
Freedom Capital Markets raised its price objective on Middlesex Water (MSEX) to $55 from $52 while retaining a Hold recommendation. The firm folded stronger-than-expected fourth-quarter 2025 results driven by improved cost efficiency into its model and reflected a revised capital expenditure plan that accelerates regulatory asset base growth in 202…
Netflix stock advanced after Paramount Skydance increased its takeover offer for Warner Bros. Discovery to $31 per share. Traders weighed whether Netflix would lift its competing bid, while analysts say WBD shares may not move much unless management signals worsening linear declines that would force Netflix to escalate its offer.
