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.
Union Pacific and Wabtec have agreed to a $1.2 billion program to modernize the railroad’s AC4400 locomotives, with deliveries slated to start in 2027. The companies describe the agreement as the largest locomotive modernization investment in rail industry history and say the upgrades will cut fuel use, boost tractive effort and substantially impro…
Needham lowered its price target on Varonis Systems to $30 from $55 while holding a Buy rating, citing fresh disclosures about the companys shift toward Software-as-a-Service. The firm highlighted solid SaaS metrics but said uncertainty over how much non-SaaS annual recurring revenue will convert to SaaS and projected non-SaaS ARR churn could weig…
Mizuho reduced its 12-month price target for Advanced Micro Devices to $275 from $285 while retaining an Outperform rating, pointing to rising operating expenses tied to AI hardware and software investment. AMD reported quarterly results roughly in line with expectations, raised March-quarter revenue guidance above consensus, and highlighted a robu…
Currency strategists surveyed between Jan. 30 and Feb. 4 expect the recent U.S. dollar recovery to be temporary. While a nomination to lead the Federal Reserve trimmed some dollar losses, the overarching view is that the dollar will remain choppy near term and then gradually weaken later in the year as markets cling to expectations for rate cuts an…
AbbVie raised its adjusted 2026 earnings-per-share guidance above analyst estimates after a fourth-quarter performance that surpassed expectations. Strong sales of Skyrizi and Rinvoq, a less-than-anticipated drop in Humira revenue and a rebound in cosmetic Botox sales supported the results. The company continues to invest heavily through acquisitio…
Mizuho raised its price target on Emerson (EMR) to $173 from $155 and maintained an Outperform rating after the company reported quarterly results that outpaced expectations. Orders grew 9% overall and roughly 18% in North America, supported by project wins across LNG, Power, Semiconductors, Life Sciences and Aerospace and a sizable project funnel …
Northland has reiterated an Outperform rating and a $260 price target on Advanced Micro Devices, citing stronger-than-expected quarterly results and guidance driven by AI-related product momentum and resilient PC demand. The firm remains cautious on longer-term forecasts versus consensus and highlights specific financing uncertainty tied to Oracle/…
Needham lowered its 12-month price objective for Super Micro Computer (SMCI) to $40 from $51 but kept a Buy rating after the company posted fiscal Q2 2026 results that beat revenue expectations and raised full-year guidance. Management cited a large customer data center deployment and growing traction for the company’s DCBBS technology. Other broke…
Raymond James upgraded Colliers International (CIGI) from Outperform to Strong Buy and nudged its price target to $200 from $195 after the company agreed to acquire Ayesa. The move comes as Colliers shares trade below recent levels, and follows a 6% drop on Tuesday amid broader market headwinds for data, technology and professional services stocks.…
Mizuho has raised its price target on Hubbell Inc. to $575 from $500 while maintaining an Outperform rating, pointing to stronger utility-related demand and rapid expansion in the company's data center business even as metering and AMI remain weak. The firm held its 2026 EPS estimate steady and nudged its 2027 forecast higher amid a mixed margin-gr…
Northland has reaffirmed an Outperform rating on Complete Solaria (NASDAQ:SPWR) and set a $5.40 price target, implying roughly 239% upside from the current $1.59 share price. The firm pointed to sustained operating income, a strong gross margin and major geographic expansion as drivers. Broader market dynamics, including rising electricity costs an…
DraftKings and Flutter Entertainment saw their shares climb ahead of the Super Bowl as a dispute in the prediction market sector involving Kalshi and data firm Juice Reel became public. Despite the controversy over user losses reported by a third-party analyst, data indicates that sports-betting apps from DraftKings and FanDuel continue to register…
CRWE is trading near its shorter-term moving averages while showing elevated episodic short volume and an insider buy on 07/23/2024. Liquidity is low and the listing is on OTC, but the technicals and short activity create an asymmetric risk/reward for a disciplined core long. This trade is intended as a position-sized idea for a 180-trading-day hor…
Saudi Arabia's benchmark rose modestly at the close, led by gains in the Transport, Cement and Energy & Utilities sectors. A small group of stocks posted strong advances, but decliners outnumbered advancers. Oil and commodity prices moved higher by session end while major FX pairs were largely unchanged.
B.Riley has reiterated a Buy rating and set a $12.00 price target on Nuvation Bio Inc (NYSE:NUVB), pointing to accelerating commercial traction for the company’s ROS1-positive lung cancer therapy Ibtrozi. Recent IQVIA WSP weekly figures show the drug reaching a new weekly sales peak through the week ending January 23, 2026, while quarter-to-quarter…
B.Riley has reaffirmed a Buy rating and a $55.00 price target on TG Therapeutics (TGTX), citing accelerating prescription volumes and stronger-than-expected revenue for the multiple sclerosis therapy Briumvi. Preliminary fourth-quarter U.S. Briumvi sales and full-year 2025 results exceeded estimates, and management provided 2026 U.S. sales guidance…
B.Riley reaffirmed a Buy rating and a $108 price target on Cytokinetics (CYTK), pointing to Myqorzo's potential to take share in the cardiac myosin inhibitor category. The firm's thesis rests on strong market uptake for Bristol Myers Squibb's Camzyos, Myqorzo's simplified REMS and operational advantages, and an addressable patient pool that could a…
Mizuho raised its price target on Willis Towers Watson to $392 from $388 while retaining an Outperform rating, reflecting confidence in the company’s turnaround. The firm raised 2026 and 2027 EPS forecasts, nudged organic growth and margin assumptions higher, and highlighted favorable foreign exchange and a lower anticipated tax rate. Recent quarte…
Barclays, in its European Media - MediaWatch XXXVI report, highlights a group of European media companies that it views as attractively valued despite persistent artificial intelligence worries and an extended sector-wide derating. The bank points to structural resilience to AI disruption, competitive positioning and supportive free cash flow dynam…
BTIG raised its price target on Scorpio Tankers (STNG) to $80 from $75 and kept a Buy rating, citing much stronger-than-expected spot freight rates. Crude tanker rates have averaged about $100,000 year-to-date while MR product spot rates are running near $30,000, supporting elevated sector performance and prompting higher targets across several lis…
Goldman Sachs reiterated its Neutral rating and $7.25 price target on Lumen (NYSE:LUMN) after the company reported fourth-quarter results. The target remains below the share price of $8.46, with Goldman pointing to an investor day on February 25 as a potential catalyst while stressing the need for clearer evidence that management can arrest declini…
BTIG increased its price objective on DHT Holdings to $18 from $16 and kept a Buy rating, pointing to a much stronger-than-expected spot-rate environment for crude and product tankers. The firm also lifted targets on several peers and highlighted factors that could support multiple expansion for shipping companies over the next two years.
Summary: Super Micro Computer (NASDAQ:SMCI) reported fiscal Q2 results that surpassed revenue and earnings expectations, drove management to lift fiscal 2026 revenue guidance, and highlighted sustained demand for AI infrastructure. Despite the top-line outperformance, gross margin compression, heavy revenue concentration in a single customer, and u…
Goldman Sachs trimmed its price target on Take-Two Interactive to $270 from $280 but kept a Buy rating after the publisher reported stronger-than-expected fiscal third-quarter results and raised full-year guidance. The company cited healthy bookings driven by key titles and reiterated a November 19 launch date for Grand Theft Auto VI; analysts rema…
Investment bank Ladenburg Thalmann trimmed its price objective on Portland General Electric (POR) to $42.50 from $43.00 while maintaining a Sell stance, a move that comes as the utility navigates contested regulatory proceedings. The company has proposed a $10 million customer refund in its filing, but regulatory staff have countered with substanti…
