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.
Santander Executive Chair Ana Botin will set out plans to extract further cost savings through a unified IT platform and an operating model roll-out across its global businesses, following the bank's recent acquisitions including U.S. lender Webster and Britain’s TSB. The push supports a strategy to concentrate on three developed markets - Spain, B…
U.S. stock futures inched higher on Tuesday following a broad market decline the day before, as investors weighed the ramifications of President Donald Trump’s tariff announcement and growing concerns about artificial intelligence. Financial and software stocks were among the hardest hit in Monday’s selloff. Markets also awaited key corporate resul…
Home Depot reported fourth-quarter same-store sales growth that exceeded Wall Street forecasts, driven by continued demand from professional contractors and consumers opting for lower-cost repairs. The Atlanta-based retailer said it reaffirmed the annual sales forecast provided in December, and its shares rose in premarket trading following the rep…
Evercore ISI raised its price target on Domino’s Pizza (NYSE: DPZ) to $510 from $490 while keeping an Outperform rating, citing persistent U.S. market share gains, potential acceleration in global unit growth and menu- and promotion-driven same-store-sales momentum. The move follows a fiscal Q4 in which Domino’s posted revenue, EBITDA and U.S. same…
Evercore ISI trimmed its price target on Hims & Hers Health to $24 from $33 while keeping an In Line rating, citing lower target multiples after fourth-quarter results. The company reported $618 million in Q4 revenue, up 28% year-over-year, and $67 million of EBITDA at an 11% margin, but its first-quarter guidance and full-year 2026 outlook signal …
Evercore ISI has maintained an Outperform rating and a $160 price target on CoreWeave (CRWV) ahead of the company’s fourth-quarter results due after market close on February 26. The research house sees upside to revenue and believes EBIT consensus is beatable, while noting ongoing cash consumption and investment-driven EPS variability. Market metri…
Evercore ISI raised its price target on FedEx to $380 from $364 while retaining an In Line rating, updating near-term EPS estimates after the company's investor day and new macroeconomic inputs. The firm cites an improving demand backdrop, continued pricing and cost discipline at FedEx, and modeling adjustments that incorporate delayed data from a …
Jefferies analysts warn that elevated public apprehension about artificial intelligence in the United States is translating into a surge of state legislative activity that could prompt tighter rules on AI use and data center development. The firm notes thousands of bills filed in 2025, concentrated regulatory moves in states hosting the most data c…
Melissa H. Anderson, a director at Vulcan Materials Co. (VMC), sold 1,137 shares of company stock on February 20, 2026, generating $345,329 in proceeds. The transaction occurred as Vulcan's share price trades near its 52-week high, while the business has recently reported fourth-quarter earnings and revenue below consensus and attracted a revised a…
Japanese Prime Minister Sanae Takaichi reportedly voiced reservations about additional interest rate increases during a meeting with Bank of Japan Governor Kazuo Ueda last week, a development that market participants interpreted as potential tension between the government and the central bank. The yen weakened versus the dollar and euro after the r…
Flowserve delivered the kind of operating leverage investors want to see: improving margins, meaningful free cash flow and order-book exposure to secular pump and valve markets. At a market cap near $11.2B, free cash flow of $435M and a 52-week high of $91.31, FLS offers a pragmatic long trade with defined risk and catalysts that can unlock upside …
Barclays reduced its price target on Humana Inc. to $176 from $245 and left its rating at Equalweight, citing reservations about the company’s expectation that Individual Medicare Advantage margins will double. The move follows Humana’s fourth-quarter results and a reassessment of the stars-related headwind, while other analysts have also trimmed t…
BTIG lowered its price objective on GeneDx Holdings Corp. (WGS) to $170 from $200 but retained a Buy rating, citing a back-end loaded 2026 as the enlarged sales organization and new-market entries require time to produce results. GeneDx reported mixed fourth-quarter results and expects first-quarter 2026 volumes to rise 33% year-over-year at baseli…
The International Institute for Strategic Studies says China’s widespread military disciplinary actions have created significant vacancies and command shortfalls, likely reducing near-term readiness. The institute nevertheless describes the operational impact as temporary and expects continued force modernisation amid rising defence expenditure and…
Outgoing Atlanta Fed President Raphael Bostic warned that wide adoption of artificial intelligence by employers may reduce demand for labor and push the natural rate of unemployment higher. He argued the Federal Reserve should not attempt to force the unemployment rate lower with interest-rate cuts if the change is structural, and that fiscal polic…
Deutsche Bank moved Rentokil Initial Plc (LON:RTO) from "buy" to "hold," trimming its price target to 465 pence from 505 pence. The bank highlighted underperformance in Rentokil's Pest Control division relative to leading international peers and said it awaits guidance from the incoming CEO on plans to close gaps in growth and margins. The downgrad…
Following the death of the country’s most wanted cartel boss, a wave of real-world reprisals was accompanied and amplified by a surge of false reporting on social media. Researchers and officials say organized crime actors - alongside unwitting users and influential accounts - circulated fabricated images and claims that exaggerated the scale and g…
More than a year into President Donald Trump’s second term, sweeping economic measures have produced a patchwork of outcomes: stronger-than-expected GDP growth fueled by tax cuts and heavy tech investment, a resurgence in manufacturing output, and stubborn inflation and tepid job creation. A Supreme Court ruling that struck down emergency global ta…
BofA Securities trimmed its price objective for Hims & Hers Health to $12.50 from $13.00 and maintained an Underperform rating, citing revenue and subscriber shortfalls, uncertainty around the GLP-1 business, and potential litigation exposure. The company posted a mixed quarter with an adjusted EBITDA beat but revenue and subscriber counts that…
Morgan Stanley upgraded Freshpet (FRPT) to Overweight from Equalweight and raised its price target to $90 from $71, citing signs that topline growth bottomed in late 2025 and should re-accelerate in 2026. The firm highlighted conservative fiscal 2026 guidance, reduced competitive threat from General Mills and new distribution opportunities via same…
President Donald Trump will use Tuesday night’s State of the Union address to present his case to a national audience that includes skeptical lawmakers and voters about threatened military action against Iran over its nuclear program. Advisers have recommended focusing on domestic issues such as the economy and immigration, but the lead-up to the s…
Nebius Group has moved from pure-capex risk to a hybrid model where large hyperscaler contracts and customer-funded capacity materially change the balance of returns vs. risk. At $100.70 today and a $25.3B market cap, the stock is richly priced, but near-term catalysts and a sizable backlog give a path to justify upside. This trade idea outlines a …
Goldman Sachs strategists identify a market rotation favoring firms with substantial physical capital and low risk of technological obsolescence. Labelled HALO - heavy assets, low obsolescence - these companies, including utilities, grids and long-cycle industrial capacity, have outperformed capital-light peers by 35% since 2025. Goldman points to …
Japan has requested that its treatment under newly announced U.S. tariffs remain as favourable as under the trade agreement struck last year. Tokyo is treading carefully before Prime Minister Sanae Takaichi’s planned late-March visit to Washington, citing risks to sectors like autos if additional levies are layered on existing concessions.
BofA Securities cut Afya Ltd.'s stock rating to Neutral from Buy and reduced its price target to $17 from $22, citing higher investment in non-core areas that will likely curb near-term shareholder returns. The brokerage now models a roughly 10% free cash flow to equity yield for 2026, down from its prior 13% projection. The downgrade arrives despi…
