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.
The South African Reserve Bank (SARB) has proposed eliminating the country's long-standing prime lending rate as a reference in financial contracts and replacing it with its policy rate. A SARB discussion paper argues the prime rate has become largely administrative, citing its fixed 350 basis point spread above the policy rate since 2001. The prim…
Freedom Capital Markets upgraded Alnylam Pharmaceuticals (ALNY) to a Buy rating from Hold, driven by robust AMVUTTRA revenue growth in the U.S. and abroad and expectations for continued patient momentum into 2026. The firm trimmed its price target to $410 from $470 to reflect revised near-term revenue and margin assumptions, and highlighted pricing…
B. Riley increased its price objective for Intuitive Machines Inc. (LUNR) to $25 from $20 and maintained a Buy rating, applying a higher EV/sales multiple to fiscal 2026 estimates. The firm pointed to an expanding commercial and governmental focus on lunar activity that will require communications, navigation and surface mobility services, areas wh…
Robinhood Ventures Fund I has filed a registration statement with the SEC to offer 40 million common shares of beneficial interest at an expected price of $25 per share. The offering comprises 35 million shares from RVI and 5 million shares from Robinhood Markets Inc. (HOOD), with a 30-day underwriter option for up to 6 million additional shares. G…
Solaris Energy sits squarely in a hot energy tape in 2026, but the path to upside runs through execution: project deliveries, contract wins and clear financing. This trade idea favors a disciplined long with tight risk control — the upside is meaningful if Solaris proves it can scale, but execution failure would be punishing.
Piper Sandler increased its 12-month price objective for Yeti Holdings Inc. (NYSE:YETI) to $54 from $43 and kept an Overweight rating, saying the U.S. drinkware business appears to be moving past difficult year-over-year comps and is poised to return to growth in the fourth quarter. The firm pointed to new product rollouts, favorable retailer feedb…
Piper Sandler has reaffirmed an Overweight rating and a $130.00 price target on Walmart Inc. (WMT), projecting Q4 comparable sales and continued strength in e-commerce and Walmart Connect advertising. The target sits close to the stock's trading level and near its 52-week high. With Walmart's earnings report imminent, the firm expects results to be…
Federal Reserve Bank of Chicago President Austan Goolsbee told CNBC that the Fed could enact "several more" interest rate cuts in 2026 if inflation demonstrably returns to the central bank's 2% target. He cautioned that recent weak headline inflation partly reflected base effects and stressed services inflation remains "not tame," while noting good…
Piper Sandler reiterated an Overweight rating on Ford Motor Co. and left its price target at $16.00, highlighting the automaker's traction in software and service revenue. The firm projects nearly $1.7 billion in software- and service-related EBIT by 2027, representing over 15% of Ford's total EBIT, and noted free cash flow strength that can suppor…
Piper Sandler reiterated an Overweight rating on BGC Group and held a $14.00 price target after the company reported stronger-than-expected fourth-quarter 2025 results and provided first-quarter 2026 guidance that implies accelerating organic revenue growth. The firm raised its 2026 EPS estimate by one cent to $1.38 and pointed to performance in En…
Piper Sandler has reaffirmed an Overweight rating and a $230 price target on Natera (NTRA), citing a roughly 12% upside from the prevailing share price and pointing to Japan as a potentially underappreciated growth market for the company’s Signatera test. The firm emphasized a 2026 approval target in Japan and commercialization with reimbursement i…
Uber is trading at a valuation that understates its free cash flow generation, high returns on equity, and growth catalysts in delivery and autonomy. Technicals are oversold, short interest is modest, and recent corporate moves expand TAM. I recommend a long trade: entry $70.00, stop $61.00, target $96.00, horizon 180 trading days.
Morgan Stanley has upgraded Veeva Systems to Equal-weight, saying that the market now better understands the competitive risks facing its life-sciences CRM business following a significant drop in the stock. The firm trimmed its price target to $205 amid lower sector multiples, while noting valuation has fallen to a 10-year low on an enterprise val…
KeyBanc has kept a Sector Weight rating on American Tower while lowering its 2026 adjusted funds from operations (AFFO) per share estimate to $10.84. The firm flags a modest 1.2% year-over-year AFFO increase that now incorporates DISH churn and expects the companys 2026 guidance to land 3% to 6% below consensus. Despite near-term uncertainties and…
Elliott Management disclosed a 10% stake in Norwegian Cruise Line Holdings and is pressing for board changes and a revised business plan. The activist claims current directors have not met key responsibilities, including selecting appropriate leadership. Norwegian's stock rose about 7% in premarket trading; it fell more than 13% during the prior ye…
KeyBanc upheld its Sector Weight rating on Wendy’s following the company’s fourth-quarter 2025 results and 2026 guidance, while lowering its 2026 earnings estimate to $0.58. The fast-food chain reported notable same-store sales declines domestically and modest international losses in Q4, and said sales trends would remain pressured through 2026. We…
KeyBanc has reaffirmed an Overweight rating on Cogent Communications (CCOI) and kept a $30.00 price target. The stock, trading at $26.46, is assessed as fairly valued by a Fair Value model despite a greater-than-65% decline over the past year. The firm sees modest downside risk to fourth-quarter results but remains constructive on longer-term reven…
KeyBanc maintained a Sector Weight rating on Azenta, Inc. (NASDAQ: AZTA) after the Society for Laboratory Automation and Screening 2026 Conference in Boston. The company drew a strong turnout at a pre-conference showcase for its biorepository and demonstrated interest in automation products, while recent quarterly results showed a revenue beat but …
Compass Pathways Plc saw its stock surge after reporting statistically significant results from its second Phase 3 trial of COMP360, a synthetic psilocybin therapy for treatment-resistant depression. The COMP006 study met its primary endpoint with the 25mg dose producing a meaningful reduction on the MADRS scale versus the 1mg control, with rapid o…
CoreWeave Inc. (NYSE: CRWV) shares fell 3.3% after regulatory filings showed CEO Michael Intrator sold more than 80,000 Class A shares on Feb. 11, 2026, following a conversion of Class B stock to Class A. Intrator retains substantial direct and beneficial ownership in the company as it pursues growth in the AI infrastructure market.
KeyBanc has reaffirmed its Overweight rating and $28.00 price target on SM Energy (NYSE:SM), citing an inexpensive trading multiple and projected deleveraging despite cuts to capital expenditure, production, and earnings forecasts. The company’s shares trade well below the target price, and recent balance-sheet and credit developments have prompted…
Blackstone Inc. is reportedly closing in on an approximately $2.5 billion acquisition of Champions Group, a residential home services company based in Orange County, California. The purchase from current owner Odyssey Investment Partners could be completed as early as Tuesday, barring unexpected complications. Champions provides core household trad…
DA Davidson downgraded Rivian to underperform and trimmed its price target to $14 from $15, citing concerns that the company must achieve an unusually strong R2 debut without federal tax-credit support or broad dealer distribution. The firm acknowledged positive early impressions of the R2 and the R1's solid product attributes, but warned that sale…
Insider transaction reports filed on Monday, February 16, 2026 contained no material purchases or disposals by company executives or directors. The absence of notable trades leaves little immediate directional signal for investors relying on insider activity as a gauge of management conviction or valuation views.
Kenneth Halverson, a member of Richardson Electronics' board, sold 10,000 shares of company stock on February 12, 2026, realizing $130,850 at a weighted average price of $13.085 per share. On the same day he exercised options to acquire 10,000 shares through two separate exercises. Separately, Richardson Electronics reported mixed Q2 FY2026 results…
