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.
Bank of England Monetary Policy Committee member Alan Taylor told a Deutsche Bank event that services inflation has not fallen as quickly as expected, despite a modest slowdown to 4.4% in January. He cited slower wage growth and a weakening labour market, but warned of both an undershoot risk and the danger that absent productivity gains, forecasts…
Barclays increased its price target on Walmart Inc. to $132 from $125 and kept an Overweight rating, citing unit share gains driven by aggressive pricing. The bank highlights improving e-commerce penetration, including elevated growth in WMT Connect, and expects modest inflation in fiscal 2027 to favor Walmart’s competitive stance. Multiple other f…
Barclays raised its price target on Consolidated Edison to $110 from $100 while maintaining an Underweight rating, citing the utility's recent earnings strength and revised guidance. The company landed at the top of its 2025 EPS guidance range and provided fiscal 2026 guidance that aligns closely with sell-side forecasts. While the updated numbers …
Wells Fargo says the U.S. Supreme Court decision invalidating tariffs imposed under the International Emergency Economic Powers Act (IEEPA) is likely to prompt companies to accelerate inventory rebuilding. The brokerage is bullish on cyclicals, commodities and small-cap stocks, citing an expected re-stocking cycle, a modest lift to S&P 500 earnings…
The U.S. Commerce Department is due to issue a preliminary determination on anti-subsidy duties for solar cells and panels imported from India, Laos and Indonesia. This announcement begins a two-step process in a trade case brought by a coalition of U.S. and international solar manufacturers seeking relief against alleged unfair subsidies and below…
A Bank of England policymaker warned that higher U.S. import tariffs are likely to remain at materially elevated levels compared with two years ago, and that the full consequences of the policy shift will emerge only over an extended period. Speaking at a Deutsche Bank event, Alan Taylor called the tariffs a meaningful change and said the trade sho…
BofA Securities increased its price target on Celanese Corp. (NYSE: CE) to $70 from $60 and reiterated a Buy rating, pointing to an attractive valuation, robust free cash flow generation and emerging evidence of an earnings rebound. The firm raised its EV/EBITDA and P/E multiples on the stock while noting a mix of improvement in Engineered Material…
BofA Securities reduced its price target on Alight Solutions to $0.50 from $1.40 and kept an Underperform rating, pointing to a sizable shortfall in first-quarter 2026 revenue guidance and signs of deteriorating net revenue retention. The company reported fourth-quarter 2025 revenue of $653 million and adjusted EBITDA of $178 million, missing conse…
Rothschild Redburn downgraded Airbus from Buy to Neutral and reduced its price target to EUR200 from EUR230, citing recent quality and supply issues that weaken the outlook for 2026-27. The firm materially lowered EBIT and free cash flow forecasts across 2026-29 on expectations of fewer deliveries and higher costs, while noting continued risk aroun…
BofA Securities downgraded General Mills to Neutral from Buy and reduced its price target to $48 from $55, shifting its valuation to 14 times calendar year 2027 EPS from 16 times. The move reflects a slower-than-expected consumer spending recovery that has increased the cost of volume and pushed a potential operational turnaround further into the f…
Barclays initiated coverage of H2O America Inc. (NASDAQ: HTO) with an overweight rating and a $61.00 price target. The firm views the company’s proposed Quadvest acquisition as accretive to long-term EPS growth and notes the potential for shares to re-rate as a financing overhang clears. H2O America also disclosed a Texas fair market valuation for …
Wells Fargo maintained an Overweight rating and $125 price target on CoreWeave (CRWV) ahead of the company’s fourth-quarter earnings report scheduled for February 26. The bank’s model calls for $1.57 billion in Q4 revenue, slightly above consensus and near the top of CoreWeave’s guidance. The stock has risen sharply over the last year, while recent…
BofA Securities upgraded J.M. Smucker from Neutral to Buy and increased its price target to $130, citing reduced risk around the Hostess acquisition and a more constructive view of 2027 earnings potential. The firm anticipates the company will hold current guidance ahead of fiscal third-quarter results and highlights a path to $10 per share in fisc…
BofA Securities has initiated coverage of Ethos Technologies (LIFE) with a Buy rating and a $15.00 price target, implying roughly 39% upside from the current share price. The firm cites Ethos’ first-mover position as a large online life insurer, its three-sided marketplace model and a fast, proprietary underwriting engine. Several other brokerages …
RBC Capital’s U.S. equity strategy team says recent tariff developments do not change its longer-term constructive view on U.S. equities. Head of U.S. equity strategy research Lori Calvasina told clients that near- to intermediate-term effects range from "having little impact" to being "slightly positive," and that companies have demonstrated the a…
Merck announced a reorganization that splits its human-health operations into two businesses, isolating its cancer franchise anchored by Keytruda from its non-oncology medicines. The move comes as Keytruda faces an impending loss of patent protection after generating nearly half of Merck's revenue in 2025 and more than $30 billion in sales that yea…
Truist Securities has begun coverage of York Space Systems (NYSE: YSS) with a Hold rating and a $30 price objective. The firm views the company as a differentiated, low-cost prime contractor in aerospace and defense with the potential for materially higher margins at scale, but notes current profitability and contract concentration issues that temp…
D.A. Davidson has initiated coverage of Bob’s Discount Furniture (BOBS) with a Buy rating and a $26.00 price target, valuing the stock at 11 times its 2027 EV to EBITDA estimate. The retailer recently priced its initial public offering at $17 per share and is set to begin trading on the New York Stock Exchange in early February 2026.
Raymond James has initiated coverage of York Space Systems (NYSE:YSS) with an Outperform rating and a $55 price target, implying more than 110% upside from the current share price of $25.91. The firm highlights York's vertical integration, government and select commercial customer base, and exposure to the industrialization of low Earth orbit. Fore…
DA Davidson has reaffirmed a Buy rating on Nvidia (NVDA) with a $250 price target ahead of the chipmaker’s upcoming quarterly report. The firm argues current market pricing appears to bake in a 2026 peak for AI demand, while other AI-focused companies are valued for a multi-year cycle. DA Davidson points to a PEG ratio of 0.78, recent 65% year-over…
Hungary has pledged to obstruct the European Union’s latest sanctions package on Russia and a proposed 90-billion-euro loan to Ukraine, tying its stance to a prolonged outage on the Druzhba oil pipeline. The dispute, involving Hungary, Slovakia and Ukraine, has raised energy-security concerns and put the bloc’s support for Kyiv on hold as attacks i…
Wells Fargo has maintained an Underweight rating on Norwegian Cruise Line Holdings (NCLH) with a $33.00 price target, citing concerns about the operator's execution, long-running cost-discipline issues and strategic choices around deployments and itinerary changes. The company carries meaningful leverage and has shown weaker yield and cost performa…
Evercore ISI has reaffirmed an Outperform rating and a $160 price target on Dell Technologies ahead of the company's fiscal fourth-quarter 2026 earnings release. The firm projects results above consensus, citing robust demand for traditional hardware and AI servers, while industry memory shortages and margin pressure remain notable headwinds.
UBS increased its price target on HCA Healthcare to $635 from $598 and kept a Buy rating, arguing that artificial intelligence and automation could break the hospital operator out of its long-standing EV/EBITDA multiple ceiling. The firm noted the stock's recent move above the traditional 10x multiple and highlighted potential upside from pending M…
UBS reduced its price target on Abercrombie & Fitch Co. (ANF) to $149 from $160 while retaining a Buy rating, citing a conservative sales outlook for fiscal 2026 and signs of slowing top-line trends. The firm projects fiscal 2026 EPS below the Street and anticipates muted volatility around upcoming results. Other brokers maintain generally positive…
