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.
Jefferies raised its price objective on Trex Company Inc. (TREX) to $52 from $51 and left its Buy rating intact after the company posted fourth-quarter results that topped expectations on both sales and margins. Management's more optimistic tone and specific business drivers helped convince the analyst the company's 2026 guidance is achievable, and…
William Blair lowered its rating on Thermon Group Holdings (THR) from Outperform to Market Perform following Thermon’s announcement that it will merge with CECO Environmental (CECO) in a cash-and-stock transaction expected to close in mid-2026. The move comes amid strong recent share performance and mixed near-term analyst revisions, while the comp…
Ali Shamkhani, a 70-year-old former Islamic Revolutionary Guard Corps commander who survived an Israeli strike on his Tehran home in June 2025, has been confirmed by Iran’s supreme leader as secretary of a new Defence Council. The body, created after last year’s 12-day conflict that saw strikes on Iranian nuclear facilities and military sites, is c…
Wolfe Research reduced its price target for Expeditors International of Washington (EXPD) to $134 from $142 and upheld an Underperform rating, citing persistent weakness in ocean pricing and volume trends. The freight forwarder reported fourth-quarter earnings per share of $1.49, slightly above consensus, but revenue and margins were pressured by f…
Wolfe Research cut ONEOK Inc.'s rating from Outperform to Peerperform after the company reported mixed fourth-quarter results and issued fiscal 2026 guidance that the firm views as disappointing. The downgrade reflects concerns that ONEOK's near-term growth is constrained, with 2026 EBITDA forecast to be essentially flat even after $150 million of …
SummaryNeedham has reduced its price target for Clarivate Analytics (NASDAQ:CCC) to $9.00 from $11.00 but left its Buy rating intact. The broker pointed to a broader pullback in valuations for comparable information services and vertical software firms as the reason for the lower target, while largely preserving its growth assumptions. Clarivate re…
Wolfe Research reduced its price objective on Workday to $150 from $220 and kept an Outperform rating, citing weaker net new core business and lengthening sales cycles. The company reported solid subscription revenue and growing AI-related contracts, but trimmed subscription growth guidance and faces multiple analyst re-ratings amid a CEO transitio…
Jefferies raised its price target on Globus Medical to $120 from $115 and kept a Buy rating after the company reported strong fourth-quarter 2025 results. Revenues exceeded prior expectations, core sales advanced, and management left fiscal 2026 sales guidance largely unchanged while nudging earnings guidance higher. Several other brokerages have a…
BMW and officials from the European Commission are reported to be discussing a mechanism that could substitute EU tariffs on the German automaker's electric Mini vehicles produced in China with a minimum import price. The talks follow a recent agreement between Brussels and Volkswagen on a tariff exemption for the SEAT/Cupra Tavascan, and come as B…
France has appointed Christophe Leribault, currently director of the Palace of Versailles, as the new head of the Louvre following the resignation of Laurence des Cars after an October jewellery theft and mounting operational problems. The Culture Ministry said Leribault will prioritize bolstering safety, rebuilding trust and driving necessary muse…
TD Cowen raised its price target on Astronics Corporation (ATRO) to $90 from $85 while retaining a Buy rating, citing upside to the company's 2026 outlook from higher Boeing 737 Max production rates, potential tariff relief, operating leverage and further pricing opportunities. The stock trades at $79.39 with a market capitalization of $2.82 billio…
Google announced Wednesday that it has disrupted the operations of a hacking group identified as UNC2814. The group reportedly accessed 53 organizations in 42 countries and relied on Google Sheets as part of a strategy to blend malicious activity with legitimate cloud services. Google described the group as having links to China but provided no fur…
TD Cowen cut its price objective for Planet Fitness to $100 from $135 but maintained a Buy rating, attributing the reduction to severe January weather that disrupted member activity and limited revenue flow-through. The gym operator reported solid underlying trends, a constructive openings guide and robust margins, though near-term estimates were t…
Truist Securities increased its price objective on Globus Medical to $115 from $105 while keeping a Buy rating, citing stronger-than-expected margin performance, accelerating U.S. core spine growth in the fourth quarter, and quicker realization of deal synergies. The new target is based on higher 2027 valuation multiples and follows a string of ana…
TD Cowen increased its price target on CAVA Group Inc. to $90 from $85 and kept a Buy rating after the company issued 2026 guidance that exceeded expectations. The update follows a fourth-quarter performance that topped analyst forecasts and a growth plan that continues to drive analyst attention. Another firm, Telsey Advisory Group, also lifted it…
Needham upgraded its 12-month price target for CAVA Group Inc. to $90 from $75 while keeping a Buy rating, pointing to robust fourth-quarter results, bullish 2026 guidance and operational investments that support the chain's long-term scaling plan. Management reported that first-quarter-to-date comparable sales are accelerating beyond the 3-5% rang…
TD Cowen has begun coverage of Century Therapeutics with a Buy rating, pointing to the company’s lead candidate CNTY-813 — an allogeneic insulin-expressing beta islet cell therapy for type 1 diabetes — as central to long-term value creation. CNTY-813 has produced preclinical data and is slated to enter clinical trials in 2026 with initial data expe…
Chinese President Xi Jinping met with German Chancellor Friedrich Merz on Wednesday, urging Germany to adopt an objective view of China and to maintain a positive China policy. According to state broadcaster CCTV, Xi called for the two countries to become "reliable partners," stressed cooperation on innovation and artificial intelligence, and asked…
BofA Securities raised its price target on Elanco Animal Health to $30 from $28 and kept a Buy rating, citing product momentum, pricing contributions and anticipated margin expansion in the second half of fiscal 2026. Elanco reported better-than-expected Q4 2025 results and management outlined steady growth assumptions for 2026, though near-term ma…
Advanced Micro Devices sits at the center of a structural shift in AI infrastructure from training to inference and hyperscaler-custom silicon. With large hyperscaler deals, a growing free cash flow base, and a clean balance sheet, AMD can convert AI revenue into durable cash generation. This trade idea lays out an entry at current levels, clear st…
A recent nationwide poll finds a bipartisan majority of U.S. adults view routine childhood vaccines as safe and support requiring vaccinated children to attend school. The survey also reveals sharp partisan splits over the favorability of Health Secretary Robert F. Kennedy Jr. and mixed views on reducing recommended vaccines, even as many Americans…
A California woman identified in court as Kaley G.M. is scheduled to testify in Los Angeles about her childhood use of Instagram and YouTube and the mental health problems she attributes to those platforms. Her lawyers contend the companies engineered features and business strategies that hooked young users despite known risks. The trial has moved …
OpenAI confirmed it had banned the ChatGPT account of Jesse Van Rootselaar last June after identifying misuse tied to violent activities, but said it did not refer the user to law enforcement because it could not verify credible or imminent planning. The disclosure has intensified examination of the shooter’s prior online behavior, raised questions…
Lowe's reported a 1.3% increase in same-store sales for the fourth quarter but gave 2026 comparable-sales and adjusted EPS guidance that fell short of analysts' averages. The company cited weaker demand for major home renovations and constrained do-it-yourself spending amid economic uncertainty and higher borrowing costs. Shares fell about 4% in pr…
The technology sector has started 2026 poorly, weighed by AI-related disruption fears and investor rotation into previously lagging sectors. Semiconductor strength has offered some offset, but heavyweights including Microsoft and Amazon have dragged major indexes. Nvidia’s upcoming quarterly report is viewed as a critical test for the industry and …
