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.
OpenAI CEO Sam Altman affirmed the company’s desire to remain a large, long-term customer of Nvidia, responding to reports that OpenAI had been unhappy with some of Nvidia’s newest AI chips and had explored alternatives since at least 2025. The comments follow reporting on a stalled $100 billion investment pact and subsequent vendor deals by OpenAI…
Assured Guaranty Ltd. and affiliated entities reported the sale of 237 Sound Point Meridian Capital (NASDAQ: SPMC) shares on January 29, 2026, for $3,393, according to a Form 4 filed with the SEC. The submission, executed on February 2, 2026, documents the internal ownership structure of the selling entities and confirms that they continue to hold …
Axsome Therapeutics CEO Herriot Tabuteau sold 32,410 shares on February 2, 2026, for roughly $6.0 million after exercising options to buy the same number of shares at $8.02 each. The transactions occurred while AXSM traded close to its 52-week high and follow strong revenue momentum and multiple analyst target increases amid pipeline progress.
Oshkosh (OSK) appears undervalued relative to its cash generation and defense exposure. With an enterprise value near $10.1B, free cash flow of $754.8M and a P/E in the mid-teens, the risk/reward favors a long position. We outline an actionable trade with entry, stop and target while flagging the operational and macro risks that could derail the se…
Ukrainian authorities say Russia used a brief U.S.-backed pause in attacks on energy targets to amass munitions and then launched hundreds of drones and a record number of ballistic missiles that struck energy infrastructure and residential buildings, cutting heating for thousands during intense winter cold. Kyiv has called for a U.S. response as n…
President Donald Trump has proposed a two-year, comprehensive renovation of the John F. Kennedy Center for the Performing Arts, a move that adds the venue to a broader program of building projects in Washington that includes a massive White House ballroom and a proposed monumental arch near Arlington. The plan follows cancellations by performers, d…
A Texas resident has amended a federal lawsuit to accuse a California doctor of prescribing abortion medication to his partner in violation of Texas law, invoking a newly effective statute that permits private citizens to sue providers. The case, filed in Galveston, tests the reach of Texas' HB 7 and may clash with California's protections for clin…
Moody's upgraded Twilio Inc.'s corporate family rating to Ba1 from Ba2 and maintained a stable outlook, pointing to expected revenue, EBITDA and free cash flow expansion alongside conservative financial policies. The rating agency highlighted Twilio's market positions in communications platforms, improved margins and substantial cash balances, whil…
A change in the European Commission's proposed regulation for new vehicles in 2035 - replacing a zero-emissions requirement with a 90% CO2 cut from 2021 levels - is likely to result in a large share of battery electric vehicle (BEV) sales but may also allow substantial continued sales of internal combustion and plug-in hybrid models, according to t…
Moody's has upgraded OUTFRONT Media Inc.'s Corporate Family Rating to Ba3 from B1, lifted its Probability of Default rating and moved a subsidiary's unsecured notes higher, while keeping secured facility ratings unchanged. The agency expects leverage to fall into the low 4x range over the next 12-18 months on strong revenue and EBITDA growth and hi…
Moody's Ratings upgraded its outlook on Mister Car Wash Holdings, Inc. to positive from stable while keeping the company's B2 corporate family rating unchanged. The agency pointed to improved operating results - including positive same-store sales, rising wash-club membership and expanding EBITDA margins - and a $92 million voluntary term loan payd…
S&P Global Ratings raised SM Energy Co.'s credit rating to 'BB' from its prior level and assigned a stable outlook after the company completed its merger with Civitas. The upgrade reflects substantially larger pro forma acreage, production and proved reserves, while S&P cautions that operational complexity from new operating areas and leadership ch…
Venezuelan interim President Delcy Rodriguez met with U.S. envoy Laura Dogu at the Miraflores presidential palace to discuss a bilateral work agenda as the two governments pursue a diplomatic roadmap. The meeting included Rodriguez’s brother Jorge Rodriguez and Foreign Minister Yvan Gil, and follows recent political shifts in Caracas, a deal to exp…
Palantir Technologies reported robust fourth-quarter results and issued a 2026 financial outlook that surpassed consensus estimates, prompting a 5% rise in the stock. The company provided targets for revenue, adjusted operating income and free cash flow for 2026 that were materially higher than analyst consensus, while posting record quarterly reve…
NXP Semiconductors projected first-quarter revenue that exceeds analyst expectations, driven by a firm automotive market and steady industrial demand. The chipmaker, which gets roughly 55% of sales from automotive and about 18% from industrial customers, also issued adjusted EPS guidance above consensus despite a drop in communications revenue. Sha…
Commodities plunged on Monday as a combination of U.S. political developments and easing geopolitical tensions prompted a broad selloff. The nomination of Kevin Warsh to lead the U.S. Federal Reserve, higher margin requirements on metal futures and signs of de-escalation between Washington and Tehran hit precious metals, crude oil and industrial me…
Shares of ACADIA Pharmaceuticals fell after the European Medicines Agency's Committee for Medicinal Products for Human Use (CHMP) issued an unfavorable preliminary opinion on the company's marketing application for trofinetide, a treatment for Rett syndrome. ACADIA said it will request a re-examination after the CHMP's formal vote in February and e…
The U.S. Department of Agriculture will move releases of sterile, glow-marked flies further north into Mexico and into southern Texas to form a buffer against the New World screwworm, after multiple infestations were detected in the Mexican state of Tamaulipas. The action follows a halt to U.S. imports of Mexican livestock and ongoing efforts to bo…
Zevra Therapeutics President and CEO Neil F. McFarlane sold 91,000 shares on February 2, 2026, for about $853,425, following option exercises and recent equity awards. The company recently reported mixed third-quarter 2025 results and announced an expanded access distribution agreement for its Miplyffa program, with H.C. Wainwright maintaining a Bu…
Freedom Capital Markets began coverage of Nebius Group (NASDAQ:NBIS) with a Buy rating and set a price target of $108. The $21.45 billion company has seen its share price climb more than 160% in the past year and reported 106% revenue growth over the last twelve months. The research note highlights Nebius’s vertically integrated GPU-as-a-service ap…
SpaceX has completed the acquisition of Elon Musk's artificial intelligence company xAI, and Musk described a vision that links AI, rocket launches, satellite internet and communications into a single vertically integrated operation. The announcement outlines a proposal to build solar-powered orbital data centers launched by Starship, aimed at addr…
Shane Thomas Gleason, Chief Commercial Officer at InspireMD, sold 61,934 shares of common stock between January 15 and February 2, 2026, to satisfy tax withholding tied to vested restricted stock grants. The trades totaled $99,330 at prices between $1.574 and $1.664. Following the transactions, Gleason holds 1,139,177 shares. Separately, InspireMD …
Clear Street has opened coverage of Caribou Biosciences Inc. (CRBU) with a Buy rating and a $13.00 price target, citing the company’s off-the-shelf allogeneic CAR-T candidates as potential commercial competitors. The research note underscores clinical progress in Caribou’s pipeline and points to the stock trading near cash levels as creating a valu…
JBS N.V. offers an attractive risk-reward into 2026: cash-flowing protein assets, recent liability rationalization and consistent global demand point to upside from $15.72, but commodity cycles, FX and event risk argue for a disciplined entry and tight stop. This trade idea lays out an actionable long with entry, stop and target and explains the fu…
AppLovin's AI-inflected growth story still looks impressive on top-line metrics, but steep multiples, bearish technical momentum, and crowded positioning set up a mid-term short. We lay out an entry at $484.10, a stop at $525.00, and a target of $350.00 over ~45 trading days, with clear catalysts and risk management.
