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 European Commission will publish an action plan in March to strengthen the EU single market of 450 million consumers and advance a long-delayed capital markets union to channel roughly €10 trillion held in bank accounts into more productive investments. Commission President Ursula von der Leyen outlined a June target to complete phase one of th…
President Donald Trump is set to preside over the first formal meeting of his Board of Peace on February 19 in Washington, D.C., where he will announce a multi-billion dollar reconstruction fund for Gaza and outline plans for a U.N.-authorized International Stabilization Force for the Palestinian enclave. Delegations from at least 20 countries, inc…
Canaccord Genuity reduced its price target for Commerce.com (NASDAQ:CMRC) to $6.00 from $11.00 while keeping a Buy rating, citing an attractive current valuation despite a weak growth profile. The firm warned improvement is not expected next quarter but left open a path to value creation if operational metrics improve. Separately, Morgan Stanley do…
Keefe, Bruyette & Woods raised its price objective on Arch Capital to $104 from $102 while keeping a Market Perform rating after the insurer reported fourth-quarter 2025 results and held a conference call. KBW cut its EPS forecasts for 2026 and 2027, citing weaker premium trends and elevated loss and expense ratios that are only partly offset by st…
The U.S. military has finished withdrawing from the al-Tanf garrison at the strategic Syria-Jordan-Iraq border and handed control to Syrian government forces following coordination between the two sides. The move, confirmed by U.S. Central Command, comes after shifts in U.S.-Syrian relations and follows parallel steps to consolidate U.S. basing in …
TD Cowen has kept a Hold rating and a $183 price target on ICON plc after the company disclosed an independent review of its revenue recognition. Preliminary signs point to potential revenue overstatements of under 2% for 2023-2024, prompting ICON to withdraw its 2025 guidance. Despite a steep recent share decline, company-level profitability metri…
H.C. Wainwright cut its price objective on Bitdeer Technologies Group to $25 from $30 while retaining a Buy rating. The analyst note highlights the company’s rapid expansion in mining capacity to more than 63 EH/s, its in-house ASIC manufacturing, and a fourth-quarter revenue beat of $225 million versus analyst expectations of $207.02 million, even…
President Donald Trump posted on Truth Social that billionaire energy entrepreneur Harry Sargeant III does not have authority to represent the United States, and described relations between Washington and Venezuela as "extraordinary." The statement comes after reports that Sargeant and his team had been advising the administration on ways to facili…
BP halted stock buybacks to prioritize debt reduction after a weak revenue print and a $3.42B loss; the shares fell but trade at a reasonable book multiple and yield ~5%. We view this as a tactical long: enter around the current level, defend with a tight stop, and target a reversion toward the $40 area over a mid-term horizon as markets re-rate fi…
Bernstein’s recent sector analysis singles out five retail names it sees as noteworthy for investors. The research contrasts near-term momentum and margin expectations at Walmart with Costco’s long-duration growth thesis, values Dollarama’s international optionality, views Dollar General as largely priced for a margin rebound, and weights Five Belo…
Stifel has increased its 12-month price target on Hyatt Hotels to $170 from $164 and kept a Hold rating after the company reported fourth-quarter 2025 results. Hyatt posted adjusted EPS of $1.33, well above both Stifel's forecast and Street expectations largely because of a tax add-back. However, adjusted EBITDA and revenue came in slightly below c…
Meta Platforms has launched an AI-enabled feature on Threads called "Dear Algo" that lets users create short public requests to increase or decrease specific content in their feeds. Requests must begin with "Dear Algo" and remain in effect for three days; users can also repost others' requests to adopt the same preferences. The feature is live in t…
Palo Alto Networks scaled back explicit attribution of a global cyberespionage operation to China after weighing the risks that naming Beijing could provoke retaliatory measures. Draft language from the company’s Unit 42 intelligence team had linked the prolific hacking cluster TGR-STA-1030 to China, but the final report described the actor as a "s…
Raymond James has reaffirmed an Outperform rating and a $180.00 price target on CBRE Group, arguing that concerns about artificial intelligence weighing on office leasing are overstated. The firm highlights CBRE's diversified revenue mix and recent growth, and sees AI as a potential catalyst for data center transactions and services mandates rather…
Ubisoft reported third-quarter net bookings of €338 million, a 12% year-on-year increase that surpassed the publisher's own raised guidance and analyst expectations. The pickup was driven by sustained engagement with Assassin’s Creed and the launch of Anno 117: Pax Romana, while the company confirmed its 2025-26 targets, announced a structural reor…
GlobalFoundries (GFS) is positioned to convert recent tech deals and policy support into faster, margin-accretive growth. The stock has already re-rated, trading near its 52-week high, but several near-term catalysts and improving technicals argue for a tactical long. This trade plan targets a measured upside while protecting against execution and …
JPMorgan Chase has named Guy Halamish as chief operating officer of its commercial and investment bank, tasking him with speeding the roll-out of artificial-intelligence tools across the division. Halamish will work alongside segment leaders and is charged with creating a dedicated data and analytics leadership layer for markets, global banking, pa…
Stellantis Canada is in ongoing talks with the federal government and the union representing Brampton workers to identify a viable future for the halted Brampton, Ontario assembly plant. The discussions come after the automaker shifted production of the Jeep Compass to Illinois under a $13 billion U.S. investment plan that affected 3,000 employees.…
DA Davidson has maintained a NEUTRAL rating on Palantir Technologies (PLTR) after reviewing Michael Burry's detailed critique. While the firm concurs with some macro concerns about the AI cycle and data center depreciation, it finds no new evidence in Burry’s 10,000-word newsletter to change its view of Palantir’s business prospects. The firm point…
LSEG I/B/E/S data show a smaller-than-expected fall in European fourth-quarter earnings forecasts, helping blue-chip indexes reach recent highs. Analysts now expect a 1.1% decline in Q4 2025 earnings on average, an improvement from a 3.1% drop a week earlier, though revenues are forecast to be weaker year-on-year. Strong results from select luxury …
The U.S. Securities and Exchange Commission is moving to restore portions of its workforce that departed after voluntary buyouts last year, SEC Chair Paul Atkins told a Senate panel. Atkins said gaps remain in several divisions and pledged to fill them, while rejecting allegations that the agency has curtailed enforcement against crypto-related fir…
European Commission officials have launched an early-stage antitrust inquiry into Google's search advertising auctions after sending inquiries to potentially affected firms. Regulators are investigating allegations that Google may be artificially raising the clearing price in its ad auctions, a conduct that, if proven, could breach EU competition r…
U.S. fixed mortgage rates edged lower this week, with the 30-year rate at 6.09% and the 15-year at 5.44%, according to Freddie Mac. The move marks the first weekly decline in a month and represents a notable improvement compared with rates a year ago, helping to modestly improve housing affordability even as inventory constraints persist.
An options strategy that buys straddles - paired calls and puts - around U.S. corporate earnings has posted outsized returns this reporting season, with analytics firm ORATS reporting an average 45% return over the last four weeks versus a 2% average across the prior 12 quarters. Large-cap stocks including Microsoft and Meta produced notable post-e…
Raymond James increased its price target for Cognex to $80 from $50 and kept a Strong Buy rating following a fourth-quarter outperformance that exceeded the firm's revenue and EPS expectations. The company reported broad-based strength, especially in logistics, and outlined steps to improve operating leverage. Other major firms have issued contrast…
