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.
Exxon Mobil’s natural gas subsidiary XTO Energy has opened a virtual data room to solicit buyers for select Eagle Ford assets in South Texas. The package spans roughly 168,000 net acres, includes over a thousand wells and is valued at more than $1 billion. Exxon is handling the marketing internally and says the move is part of an ongoing portfolio …
Raymond James increased its price objective on Customers Bancorp to $100 from $95 and kept a Strong Buy rating after the bank reported its fourth-quarter 2025 results. The firm pointed to continued business momentum, recent hires driving deposit growth and expansion of the cubiX payments platform as reasons for an improved outlook, even as the quar…
Raymond James raised its price objective on Travelers (TRV) to $330 from $310 and kept a Strong Buy rating after increasing operating EPS projections for 2026 and 2027. The firm attributes the improved outlook to higher expected net investment income, more aggressive share repurchases and more favorable prior-year reserve development assumptions, w…
Jefferies raised its price target on FirstEnergy Corp. (FE) to $49 from $48 and kept a Hold rating, identifying the company's upcoming fourth-quarter earnings call as a potential catalyst that could clarify capital-spend plans, rate base trajectory and transmission opportunities. The firm highlighted FirstEnergy's 2026 Core EPS guidance, a $6 billi…
William Blair initiated coverage of Xylem Inc. (NYSE: XYL) with an Outperform rating, highlighting the company’s position as a leading pure-play water technology provider. The research note emphasized Xylem’s broad portfolio across the water cycle, its sizeable installed base supported by thousands of service professionals, and mission-critical sol…
Raymond James increased its price target on Independent Bank Corp (INDB) to $94 from $84 and reiterated a Strong Buy rating following the bank's better-than-expected fourth-quarter 2025 results. The firm cited expanding core net interest margins driven by asset repricing and lower funding costs, plus loan growth, buybacks, and tight expense control…
Morgan Stanley moved Corpay Inc. (NYSE: CPAY) from Equalweight to Overweight and increased its price objective to $379 from $322, citing an expected trajectory of sustained mid-teens earnings per share growth and early indicators of a recovery in freight and trucking demand. The bank also downplayed the significance of stablecoin-related concerns f…
Morgan Stanley upgraded Neste Corp. to overweight from equal-weight and increased its price target to €25 from €18.80, pointing to renewable product margins that exceed consensus and a balance sheet poised to improve following heavy capital spending. The bank's revised margin assumptions for 2026, along with potential policy and regulatory drivers,…
An 8th U.S. Circuit Court of Appeals panel declined to grant the Justice Department's request to authorize arrest warrants for five more people tied to a Minnesota church demonstration, underscoring judicial resistance to the administration's aggressive prosecutorial push. A magistrate judge earlier approved charges against three alleged organizers…
Stifel has cut its recommendation on Computacenter PLC to Hold from Buy after the stock's strong recent performance pushed it close to what the broker views as fair value. The firm raised its price target to 3,584p from 3,000p on the back of upgraded revenue and profit forecasts and a healthy backlog, but said valuation now constrains upside.
Analysts at Morgan Stanley, including Michael Wilson and Andrew Pauker, say U.S. equities have recently become more sensitive to inflation-adjusted interest rates. Their note points to the rolling one-month correlation between the S&P 500 and real yields reaching its strongest inverse reading in four months, and they emphasize that while 3-6 month …
Raymond James increased its 12-month price target for Old Second Bancorp (OSBC) to $23 from $21 while sustaining a Strong Buy recommendation. The firm pointed to fourth-quarter results that showed net interest margin expansion from an already high base, controlled expenses and a 14.55% year-over-year revenue gain. Loan growth lagged, but analysts e…
Raymond James increased its price target on SLB to $57 from $52 and kept an Outperform rating after the oilfield services provider reported stronger-than-expected fourth-quarter results and notable free cash flow generation. The company beat quarterly EPS and revenue estimates, delivered approximately $2.3 billion in free cash flow for the quarter …
Raymond James lowered its price target on Northern Oil and Gas (NYSE: NOG) to $32.00 from $33.00 while retaining a Strong Buy rating. The firm cited softer commodity strip prices and modest production deferrals as drivers of the change, but preserved its favorable view of the company. Northern reported third-quarter 2025 results that beat estimates…
Raymond James increased its 12-month price objective on Fulton Financial (NASDAQ:FULT) to $23 from $20 and held an Outperform rating following the bank's fourth-quarter performance. The broker cited stronger-than-expected net interest margin expansion and solid core trends, while management flagged loan growth to re-accelerate in 2026.
Raymond James increased its price target on First Bancorp to $68 from $62 and retained a Strong Buy rating following the bank's fourth-quarter results. The broker pointed to robust fee revenue, healthy credit trends and a reserve release linked to Hurricane Helene as drivers of the beat. First Bancorp also completed a securities repositioning that …
Raymond James raised its price target on Community Trust Bancorp (CTBI) to $69.00 from $61.00 while retaining an Outperform rating after the bank reported fourth-quarter results that beat expectations. The bank showed improved net interest income driven by a 7 basis point expansion in net interest margin, delivered stronger-than-expected diluted EP…
Micron has rerated hard, with MU printing fresh 52-week highs near $412 and pushing RSI into overbought territory. But the market is paying up for something real: a memory upcycle powered by AI infrastructure, tight supply, and improving profitability. This trade idea looks to participate in continued upside while acknowledging the very real risk o…
Supreme Court justices signaled reluctance to allow President Donald Trump to immediately remove Federal Reserve Governor Lisa Cook, but appear likely to issue a limited ruling that could return the matter to lower courts for more factual development rather than settle broad questions about presidential authority to oust Fed officials or what const…
Raymond James reduced its price target on First Citizens BancShares to $2,350 from $2,440 while leaving a Strong Buy rating intact. The adjustment follows the bank's fourth-quarter report and management guidance for 2026, which pressured the stock. Despite an 8.5% share decline after results, the firm described the pullback as a buying opportunity …
Shares of USA Rare Earth jumped sharply in premarket trading after reports that the Trump administration would acquire a 10% stake in the company as part of a $1.6 billion debt-and-equity investment. The package is to be announced alongside a separate $1 billion private investment, with the company scheduling a morning conference call to outline te…
BofA Securities lowered its 12-month price target for JD.com to $36 from $38 while retaining a Buy rating, citing modest top-line growth for fourth-quarter 2025 and margin compression driven by heavy promotional activity. The firm projects total revenue of RMB356 billion for the quarter and models declines in direct sales, offset in part by gains i…
Raymond James increased its 12-month price target for Glacier Bancorp (GBCI) to $55 from $49 while retaining an Outperform rating following the bank's fourth-quarter 2025 results. The firm points to accelerating margin expansion, a growth push into Texas, and disciplined credit metrics as the rationale, and forecasts a net interest margin above 4% …
BMO Capital raised its price target for Gildan Activewear to $78 from $70 and kept an Outperform rating after attending the Impressions Expo and conducting retail channel checks. The firm highlighted Gildan's low-cost, vertically-integrated manufacturing and expected synergies from the HanesBrands acquisition as drivers of margin expansion, earning…
Mizuho raised its price target for Starbucks to $95 from $86 while keeping a Neutral rating, citing upside to same-store sales but cautioning that North American margin expansion faces several moving parts. Other firms have issued mixed views ahead of Starbucks’ investor day and a recently announced dividend.
