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.
Brazil has returned to international debt markets with a new bond offering that comprises dollar-denominated notes maturing in 2036 and an expansion of its outstanding 2056 bonds. Initial pricing conversations point to yields near 6.7% for the 2036 tranche and around 7.6% for the 2056 expansion. The transaction follows $11 billion of foreign bond i…
HoldCo Asset Management said it will not move forward with proxy fights at KeyCorp and Eastern Bancshares after both regional banks implemented the principal actions the activist investor had sought. The decisions follow commitments on buybacks, governance adjustments and public statements on acquisition policy and capital management.
Apollo Global Management is nearing a roughly $3.4 billion loan to an investment vehicle that intends to purchase Nvidia chips and lease them to xAI, according to a report citing a person familiar with the matter. The transaction would follow a prior Apollo-backed financing for hardware leased to xAI and could be completed as soon as this week. The…
Goldman Sachs reaffirmed a Buy rating and a $15.00 price target on Cleveland-Cliffs (CLF) after the company reported a weaker-than-expected fourth quarter. The metals and mining company missed EBITDA and revenue forecasts, faces negative trailing profitability and elevated leverage, but Goldman sees a constructive 2026 backdrop while cautioning on …
Eve Holding Inc. (NYSE: EVEX) has received a binding purchase agreement from Japanese air mobility operator AirX for up to 50 electric vertical takeoff and landing aircraft, comprising two firm orders and options for 48 additional units. The transaction is Eve’s second binding order and the company is targeting initial deliveries in 2029. The annou…
Cantor Fitzgerald has reaffirmed an Overweight rating and a $70.00 price target on IonQ, Inc. (NYSE: IONQ), aligning with a wider analyst range of $47 to $100. IonQ expects full-year revenue at the top of or above its $106-110 million guidance, with notable recent acquisitions and leadership changes under scrutiny from a short seller report.
Goldman Sachs has kept a Neutral rating on RBC Bearings while raising its 12-month price target to $542 from $500 following the company’s fiscal third-quarter 2026 report. The revised target sits roughly in line with the current share price near $544.02 and follows stronger-than-expected operating income, a sizable backlog increase and robust aeros…
Goldman Sachs has maintained its Buy rating and a $165.00 price target on Apollo Global Management following the company’s latest quarterly report. The target matches the street consensus and implies roughly 24% upside. The firm highlighted robust originations, elevated capital deployment and strengthening fee-related income, even as Apollo’s reven…
Cantor Fitzgerald reaffirmed a Neutral rating and a $41.00 price target on Centene, pointing to an uncertain operating environment for the insurer's Medicaid and Marketplace segments in 2026. The firm noted specific market pressures - rates lagging acuity in Medicaid and metal shifts in Marketplace - that complicate underwriting assumptions despite…
Goldman Sachs has reaffirmed a Sell rating and a $11.10 price target on BrightView Holdings (NYSE: BV) following the company’s mixed fiscal first quarter results. While reported revenue exceeded both Goldman Sachs’ estimate and consensus, the beat was concentrated in snow removal activity, and BrightView missed on margins and earnings per share. Th…
Goldman Sachs reiterated a Buy rating on Shoals Technologies Group (NASDAQ: SHLS) and left its price target at $1.00 after an initial determination from the U.S. International Trade Commission found a competitor infringed Shoals' patent. The company’s shares have surged in recent trading, though the path to a final resolution could be prolonged by …
Cantor Fitzgerald lowered its price target on Molina Healthcare to $144 from $180 while keeping a Neutral rating, citing a constrained 2026 outlook and strategic shifts that narrow the insurer's segment exposure. The stock plunged more than 27% in the prior week and recent quarterly results and impairment charges have amplified analyst scrutiny.
Metalpha Technology Holding Ltd (NASDAQ: MATH) saw its stock rise 5.8% in premarket trading after the company announced a plan to allocate up to 20% of its annual net profit to Bitcoin. The board approved an allocation quota of approximately $3.2 million, representing 20% of the company's $15.9 million net profit for the fiscal year ended March 31,…
Piper Sandler cautioned investors that Dell faces a mixed-to-concerning setup heading into calendar year 2026, citing rising component costs and margin risk despite execution strength in AI-server products. The firm expects FY27 revenue to start near $120 billion and flagged changing memory pricing dynamics as a potential headwind for hardware marg…
The Office of Personnel Management proposed a rule to remove the Merit Systems Protection Board as the avenue for federal employees to contest terminations. Under the plan, appeals would instead be handled by the OPM, whose director reports directly to President Donald Trump, representing a transfer of review authority from an independent tribunal …
Apollo Global Management is nearing completion of a $3.4 billion loan to an investment vehicle that will acquire Nvidia chips and lease them to xAI. The move would follow an earlier $3.5 billion loan to a similar vehicle and include an equity commitment, as the new vehicle seeks $5.3 billion in combined equity and debt to support xAI’s data center …
Ukrainian officials say Russian troops are advancing around the strategic city of Pokrovsk and nearby Myrnohrad, pressing a months-long campaign to claim control of the Donetsk region. Kyiv reports it retains the northern sector of Pokrovsk, a railway hub with a pre-war population of 60,000, while open-source researchers and military units describe…
International Monetary Fund Managing Director Kristalina Georgieva said the U.S. dollar is expected to retain its leading role in the global financial system despite recent declines. Speaking at an IMF conference in Al-Ula, Saudi Arabia, she cited the depth and liquidity of U.S. capital markets, the economy's size and entrepreneurial dynamism as ke…
JPMorgan has downgraded Li Auto to underweight and trimmed its 2026 outlook for China’s passenger vehicle market, citing sluggish demand, higher input costs and policy uncertainty. The bank projects a sharper contraction in domestic volumes next year, expects export growth to partially offset the weakness, and warns that rising lithium, copper and …
Cantor Fitzgerald reiterated its Overweight rating and $93 price target on Ventas (NYSE: VTR) following the REIT’s fourth-quarter 2025 results and 2026 outlook. The firm highlighted robust same-store NOI expansion in the Senior Housing Operating Portfolio (SHOP) and raised optimism for potential upside, while noting valuation and sustainability cav…
DA Davidson raised its price target on Mondelez International to $64 from $62 while retaining a Neutral rating. The firm pointed to the company’s investments in brand equity, distribution and channel expansion as drivers for longer-term growth, even as macroeconomic softness and cocoa cost phasing create near-term pressure. Mondelez reported modest…
DA Davidson reiterated a Neutral rating and a $295 price target on Kadant Inc. (KAI), leaving its valuation assessment significantly below the current market price of $343.11. The firm cited caution after a large European peer's results and highlighted risks around parts and consumables demand, while noting an upcoming earnings release and a recent…
Benchmark has reduced its 12-month price target for Sony Corp. to JPY4,250 from JPY5,100 while retaining a Buy rating. The revision follows Sony’s FY25 Q3 results, which beat estimates on earnings and showed margin outperformance across divisions. Benchmark singled out Imaging & Sensing Solutions, Music and Game & Network Services platform monetiza…
Raymond James has maintained its Market Perform rating on CNX Resources following the company's fourth-quarter 2025 results and the release of fiscal 2026 guidance. CNX set flat production guidance at a midpoint of 612 million cubic feet equivalent with 7.5% liquids, and outlined a $571 million midpoint capital program concentrated in the first hal…
Cantor Fitzgerald has reaffirmed a Neutral rating on Rivian Automotive (RIVN) as the electric vehicle maker approaches its fourth-quarter earnings report on February 12. The firm pointed to the upcoming Autonomy+ subscription, competitively priced against Tesla’s offering, and identified the R2 launch in the first half of 2026 as the most important…
