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.
Cantor Fitzgerald has reiterated a Neutral rating on Texas Instruments and kept a $250 price target, citing stronger free cash flow trajectories and expected industrial demand. The firm highlighted fiscal metrics including government grants, inventory targets and capex guidance, while the company’s pending acquisition of Silicon Laboratories and a …
Morgan Stanley raised its price objective on Leonardo DRS to $47 from $40 but retained an Equalweight rating, citing progress securing Germanium supply and strong free cash flow conversion guidance of roughly 80% for the year. The defense contractor reported $265 million in levered free cash flow over the last twelve months and delivered fourth-qua…
Japan’s Fair Trade Commission carried out a search of Microsoft Japan’s offices as part of an investigation into whether the company’s local unit improperly blocked or dissuaded customers of its Azure cloud platform from using competing cloud providers. The action underscores regulatory scrutiny of cloud-market conduct in Japan and the JFTC’s autho…
Shares of Rayonier Advanced Materials climbed after American Industrial Partners disclosed a 5.1% equity stake. AIP bought 3.4 million shares for about $25.4 million, funded via working capital and existing credit lines, and outlined plans that could link the holding with a fluff pulp business it is acquiring from International Paper.
Evercore lowered its rating on Workday to In Line and reduced its price target by $40 to $160 after the enterprise software firm issued fiscal 2027 subscription revenue guidance below consensus. Shares fell about 9% in Wednesday premarket trading as the company balanced a healthy fourth quarter against a cautious near-term outlook driven by increas…
Bank of America Securities continues to expect EUR/USD to move higher beginning in the second quarter, arguing that the most significant upside will materialise after the peak U.S. tax-refund period and when Germany's fiscal impulse becomes clearer in macro readings. Current market behaviour and flow indicators, however, do not yet show broad struc…
Cantor Fitzgerald has reiterated an Overweight rating on Workday Inc. with a $200 price target, citing a longer enterprise AI adoption timeline than recent sector moves imply. The firm acknowledged imperfections in recent results and counseled caution in near-term trading while suggesting investors add to positions on follow-through weakness. Sever…
Thomson Reuters said it will repurchase up to $600 million of common shares under an amended normal course issuer bid and plans a $605 million return of capital to shareholders via a special cash distribution and subsequent share consolidation. The moves coincide with a modest premarket share uptick and will be subject to shareholder and court appr…
The Committee to Protect Journalists reported a record 129 journalists and media workers killed while working in 2025, with 86 deaths attributed to Israeli fire. Most victims were Palestinians in Gaza, and the organisation warned that access limits likely undercount the true toll. Other deadly locations included Sudan, Mexico, Yemen, Ukraine and th…
Charles River Laboratories said it will divest its CDMO and Cell Solutions businesses to GI Partners and certain European Discovery Services assets to IQVIA, triggering a premarket stock increase. The transactions reduce reported revenue for 2026 but are expected to drive at least 100 basis points of non-GAAP operating margin improvement and add ro…
Needham sustained its Buy rating and $303 price target on First Solar after the company reported fourth-quarter results and issued 2026 guidance that came in below analyst expectations. First Solar’s 2026 revenue guidance and move from EPS to adjusted EBITDA guidance weighed on sentiment, while the company’s recent quarter delivered a revenue beat …
Shares of International Business Machines (NYSE:IBM) plunged 13% on Monday - the steepest single-day decline in more than 25 years - after investors grew concerned that Anthropic’s Claude Code tool could speed modernization of COBOL-based systems that underpin parts of IBM’s business. Wedbush analyst Dan Ives maintained an Outperform rating and a $…
Nasdaq raised its medium-term Solutions revenue growth target and provided division-level detail at its Investor Day, prompting a modest share price increase. The company increased the Capital Access Platforms revenue target, kept Financial Technology guidance intact, reaffirmed 2026 expense expectations, and unveiled an AI-driven productivity init…
Stifel reaffirmed a Buy rating and a $58.00 price target for Celldex Therapeutics (CLDX) following the company’s disclosure that enrollment in two parallel Phase 3 trials of barzolvolimab for chronic spontaneous urticaria has completed ahead of schedule. The studies enrolled 1,939 patients across EMBARQ-CSU1 and EMBARQ-CSU2, and topline results are…
FBN Securities initiated coverage of Netskope Inc (NASDAQ: NTSK) with an Outperform rating and a $15 price target, highlighting the company's heritage in cloud access security broker (CASB) technology and its role in secure access service edge (SASE) solutions at the confluence of security, networking, cloud, and AI. The firm reported constructive …
Nasdaq has lifted its medium-term revenue growth projection for its largest segment, citing stronger-than-expected performance in capital access platforms that encompass its data, listings and index businesses. Executives will present more detailed growth and scaling plans at the company’s biennial investor day in New York.
Spain's National Commission on Markets and Competition (CNMC) has determined that Apple and Amazon did not act quickly enough to eliminate contract provisions that the regulator had ordered removed immediately. The clauses, previously cited in a July 2023 enforcement action that resulted in proposed fines of 194 million euros, restricted the number…
Jefferies reaffirmed an Underperform rating and $30 price target on Steven Madden Ltd. after the company reported a solid fourth quarter buoyed by its Kurt Geiger acquisition and steady direct-to-consumer demand. Management guided next years sales to rise 9% to 11% but withheld EPS guidance because of tariff uncertainty. The shares trade at $37.36…
Axon Enterprise shares jumped in premarket trading after the company reported fourth-quarter adjusted profit that exceeded analyst estimates. The maker of Tasers, body-worn cameras and digital evidence management systems said strong demand - supported by increased federal investment in immigration enforcement and corporate spending on executive sec…
Bernstein analyst Venugopal Garre argues that Sea is unlikely to be displaced solely by AI, citing the company’s deep infrastructure, logistics and fintech footprint and strategic choice to partner with AI builders rather than build large in-house models. The note says Sea’s integrations with OpenAI and Google and its role in agentic shopping limit…
Oppenheimer upgraded Oracle (ORCL) to Outperform from Perform and established a $185 price target, arguing that the steep decline in multiples since September and recent developments have created a more attractive entry point. The firm projects strong EPS growth in multi-year scenarios while acknowledging financing, margin, and execution risks tied…
Needham increased its price target on CECO Environmental Corp to $80 from $75 while keeping a Buy rating. The move follows the company’s strong bookings projections, a record fourth-quarter revenue print, and an announced acquisition of Thermon Group Holding in a roughly $2.2 billion stock-and-cash transaction that sent the stock down sharply despi…
Needham lowered its 12-month price target for Shoals Technologies Group to $12 from $14 while retaining a Buy rating after the stock tumbled following the company’s earnings report. Investor attention has focused on a reset to a 30-35% gross margin framework for 2026, down from a trailing twelve-month margin of 36.82%, even as revenue guidance and …
BofA Securities maintained its Buy rating and $265 price target on Workday following the company’s fourth-quarter report. The quarter showed stronger-than-guided cRPO and operating margins, but guidance for subscription growth and fiscal 2027 revenue and margins fell short of BofA’s estimates. Deal timing in government and healthcare verticals, rei…
Raymond James has maintained an Outperform rating and an $800 price target on Axon Enterprise following the company's three-year guidance. Management set 2028 targets above consensus for revenue, margins, and free cash flow; Raymond James' model is slightly higher than management's revenue goal and assumes continued margin expansion. The stock is t…
