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 analysts caution that emerging regulatory measures on artificial intelligence could create headwinds for the largest technology companies while redistributing potential gains across the wider market. Rising public unease, extensive state legislative activity and limited federal appetite for sweeping preemption are cited as forces likely t…
J.P. Morgan Cazenove has lowered its rating on Johnson Matthey from overweight to neutral and cut its March 2027 price target to 2,000p, after Honeywell agreed to reduce the purchase price for Johnson Matthey's Catalyst Technologies unit by £475 million. The bank revised transaction multiples and company forecasts, trimmed the planned cash return p…
As Nvidia prepares to report quarterly results, investors are searching for confirmation that the company’s profit growth remains strong amid expectations of significant capital spending from major cloud and tech companies. At the same time, hyperscalers developing their own AI chips and potential supply constraints at contract foundries are introd…
BofA Securities increased its 12-month price target for Arm Holdings (NASDAQ: ARM) to $140 from $135 and left its rating at Neutral. The firm raised its medium- to long-term share gain expectations for Arm’s CPU presence to a range of 20-25% or more by calendar year 2030, up from a prior 15-20% view. The revisions reflect BofA’s assessment of the c…
Glencore has entered an agreement to acquire almost 2,000 metric tons of cobalt from long-time market participant Rami Weisfisch for roughly $115 million at prevailing prices. The material, acquired by Weisfisch in 2015 and held in Europe and the United States, is expected to move to a planned U.S. strategic stockpile backed by Project Vault fundin…
Strategists at Societe Generale report that equities classified as extremely cheap by conventional measures have become rare in Europe and Japan after a strong run since the end of 2024. The research, led by a team including Andrew Lapthorne, shows a marked decline in the share of stocks with forward P/E ratios below 8x and a concurrent rise in ric…
Kuwait Petroleum Corporation has opened early-stage discussions with a group of international investment firms and sovereign investors about selling a roughly $7 billion interest in its crude oil pipeline assets. The proposed structure would include about $1.5 billion of equity and the balance financed through debt, and several of the approached pa…
Sprott Inc. reported a 146% earnings jump that validates my operational leverage thesis: fee-bearing exchange-listed products and balance-sheet lending are scaling faster than incremental costs. Combine that with recent trust-level initiatives, a higher quarterly dividend and positive commodity flows and you get a tradeable long with defined entry,…
Mizuho reduced its rating on Boston Properties Inc. (BXP) from Outperform to Neutral and cut its price target to $62 from $79, citing the company's size and concentrated exposure to West Coast markets and the software sector as valuation constraints. The stock trades below the new target, Boston Properties' valuation metrics and dividend history ar…
Mizuho downgraded Kilroy Realty (KRC) from Neutral to Underperform and cut its price target to $29 from $37. The analyst house pointed to pressure on estimates from tenant moveouts, potential credit concerns tied to the company's tech and software tenant mix, and slower-than-expected leasing at the large life-science development KOP. Recent financi…
Gold rose to its strongest level in over three weeks during Tuesday trading, even as the U.S. dollar strengthened by more than 0.2%. The move came amid escalating trade rhetoric from the U.S. and the prospect of fresh diplomatic talks between Iran and the United States, supporting demand for the metal as a safe-haven asset despite currency headwind…
Indian equity benchmarks closed lower on Tuesday, with the Nifty 50 down 1.12% and the BSE Sensex 30 sliding 1.28%. Losses were widespread across Technology, Real Estate and Fast Moving Consumer Goods sectors. NTPC was among the few gainers, touching 52-week highs, while HCL Technologies recorded 52-week lows.
Samsung Electronics reached a record KRW200,000 after a six-month advance that has pushed the share price close to a 200% gain, driven by a surge in demand for memory used in AI servers. Industry-wide momentum from cloud hyperscaler investment, planned HBM4 shipments in the second half of 2026 and improving DRAM yields are cited as key supportive f…
Barclays cut its rating on Gossamer Bio Inc. (GOSS) to Underweight from Overweight and slashed its price target to $0.30 from $9.00 following Phase 3 PROSERA trial data that failed to meet the primary endpoint. The stock has plunged about 80% in the last week, leaving the company with a market capitalization near $98 million. The trial outcome, nea…
Yardeni Research warned that large language models lack true comprehension despite advanced outputs, arguing AI is 'artificial but not intelligent.' The firm highlighted labor-market risks, recent softness in tech payrolls since ChatGPT's debut in late 2022, market reactions to AI headlines, and potential implications for equities and gold. Yardeni…
United Nations General Assembly President Annalena Baerbock pressed the United States to settle its full dues after Washington sent roughly $160 million toward more than $4 billion it owes to the U.N. The partial payment, less than 5% of the total, came amid warnings from the U.N. Secretary-General that unpaid contributions threaten the organizatio…
Citizens has reaffirmed its Market Outperform rating and a $40.00 price target on Summit Therapeutics plc (NASDAQ:SMMT). The stock trades at $16.09 with a market capitalization of $12.41 billion, even as InvestingPro flags potential overvaluation versus Fair Value. Summit is extending ivonesimab beyond non-small cell lung cancer into late-stage tri…
Citizens Investment Research has reiterated a Market Outperform rating and left its $125.00 price target unchanged for Kratos Defense & Security Solutions (NASDAQ:KTOS). Analyst Trevor Walsh points to a wide total addressable market spanning unmanned systems, space and satellites, turbine technologies and microwave electronics, along with Kratos' p…
A lethal dormitory raid at Senegal’s principal university, sparked by disputes over delayed student aid, has intensified scrutiny of the government’s handling of public finances after the discovery of roughly $13 billion in misreported borrowing. The confrontation left one student dead, hundreds detained and the university closed, while budget adju…
Citizens reiterated a Market Outperform rating and a $38.00 price target on DraftKings (DKNG), noting robust gross margins and the potential to rationalize an expanded workforce amid slowing revenue growth forecasts. Other broker actions and corporate developments - including a Puerto Rico online launch, an insider purchase, and varied price-target…
Analysts at Yardeni Research describe the U.S. economy since 2020 as "shock resistant," arguing that it has navigated a sequence of severe challenges without falling into a prolonged recession. They point to the brief, government-imposed downturn at the start of the pandemic as the shortest U.S. recession on record, and note that subsequent stresse…
Ashmore Group Plc shares climbed 4% after Jefferies upgraded the emerging-markets asset manager to buy and lifted its price target to 285 pence from 170 pence. The broker cited the firm’s strongest flow momentum in years, highlighted by $2.6 billion of net new money in Ashmore’s fiscal second quarter of 2026 and a marked skew toward new mandates.
Truist Securities reiterated a Buy rating and a $275.00 price target on Nvidia ahead of the chipmaker’s fiscal fourth-quarter earnings. The firm and several other analysts point to continued strength in AI and data center demand, with consensus revenue and EPS expectations reflecting robust year-over-year growth.
Lawmakers across the political spectrum have extended invitations to a range of guests to sit in the galleries for President Donald Trump’s State of the Union address at 9 p.m. ET on Tuesday (0200 GMT on Wednesday). The list includes people connected to high-profile criminal cases, medal-winning athletes, an agricultural leader, a mother of an ICE …
Citizens has reaffirmed its Market Outperform rating and $8.00 price target on Backblaze Inc (NASDAQ:BLZE), pointing to a competitively priced cloud storage product and accelerating demand tied to AI. The firm highlighted sustained B2 growth, recent revenue and margin metrics, and a Q4 fiscal 2025 earnings beat, while acknowledging near-term share …
