News Hub

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.

  • Global equity funds saw an eighth straight weekly inflow of $39.2B as AI-driven tech and chip optimism lifted the MSCI World to record highs.
  • U.S. equity funds drew $22.4B, led by large-cap tech and upbeat chip guidance, supporting risk-on flows.
  • Intel slid after UBS data showed server CPU share losses and foundry losses, triggering a chip-sector pullback.
  • Alibaba ADR fell after Q4 results showed collapsing adjusted profitability and negative free cash flow despite cloud growth.
  • China and the U.S. agreed to form trade and investment boards and confirmed President Xi will visit the U.S. this autumn.
  • BofA flagged a stagflation-vs-reflation risk mix, pushing out expected Fed rate cuts amid persistent inflation.

Latest Articles

Goldman Sachs Moves Futu to Buy Citing Strong Client Growth Forecasts

Goldman Sachs Moves Futu to Buy Citing Strong Client Growth Forecasts

Goldman Sachs elevated Futu Holdings Limited (NASDAQ:FUTU) from Neutral to Buy and raised its target price to $213.39 from $157.85, pointing to projected large additions of paying clients in 2026 and 2027 and the company’s high operating efficiency. The bank highlighted Futu’s capacity to expand during favorable market cycles and identified digital…

European Mining Stocks Fall as Gold and Silver Continue Sharp Retreat

European Mining Stocks Fall as Gold and Silver Continue Sharp Retreat

European mining equities opened lower after gold and silver extended steep declines. A firmer dollar, profit-taking and higher margin requirements on COMEX futures amplified selling pressure, pushing spot gold and silver substantially lower and hitting major miners' shares early in the session. Metals remain higher year-to-date despite the recent p…

Morgan Stanley Starts Coverage of Circle With Neutral Rating, Flags Rate Headwinds and Revenue Concentration

Morgan Stanley Starts Coverage of Circle With Neutral Rating, Flags Rate Headwinds and Revenue Concentration

Morgan Stanley began coverage of Circle Internet Group (CRCL) with an Equalweight rating and a $66.00 price target, highlighting a mix of strengths and structural challenges. The bank noted Circle’s USDC stablecoin holds roughly $70 billion in value, but flagged an uncertain regulatory path, reliance on crypto-related use cases, a rate-sensitive in…

Morgan Stanley Lowers Humana Rating, Flags Medicare Advantage Risks

Morgan Stanley Lowers Humana Rating, Flags Medicare Advantage Risks

Morgan Stanley moved Humana from Equalweight to Underweight and reduced its price target to $174 from $262, citing heightened policy risk tied to an unfavorable Advance Rate Notice and uncertainty around Humana's 2026 Medicare Advantage bidding strategy. The new target implies a 9.1x 2027 P/E multiple, below managed care peers at roughly 10.0x. Hum…

Guggenheim Starts Coverage on Cullinan Oncology with Buy, $30 Target

Guggenheim Starts Coverage on Cullinan Oncology with Buy, $30 Target

Guggenheim initiated coverage of Cullinan Oncology Inc. (NASDAQ:CGEM) with a Buy rating and a $30 price target, implying roughly 151% upside from the current share price of $11.96. The firm highlighted CLN-978, a CD19xCD3 bispecific, as the company’s key value driver and pointed to a slate of Phase 1 data readouts across autoimmune indications and …

HSBC Moves Chevron to Hold While Lifting Price Target to $180

HSBC Moves Chevron to Hold While Lifting Price Target to $180

HSBC downgraded Chevron from Buy to Hold while increasing its 12-month price target to $180 from $169. The new target sits marginally above Chevrons recent trading level, reflecting the banks view that the stocks year-to-date rally has tightened upside potential even as the firm maintains a favorable view of Chevrons cash flow trajectory and fi…

JPMorgan Lowers PTC Rating, Citing Cloud Migration and Competitive Risks

JPMorgan Lowers PTC Rating, Citing Cloud Migration and Competitive Risks

JPMorgan moved PTC Inc. (PTC) from Neutral to Underweight and trimmed its price target to $162 from $205, pointing to difficulties in shifting the company’s legacy Product Lifecycle Management (PLM) and Computer-Aided Design (CAD) products to a cloud-first, Software-as-a-Service model. The call comes as PTC shares trade near $156.13 after a more th…

JPMorgan Keeps H&M at Underweight, Flags Cost Headwinds Despite Q4 Beat

JPMorgan Keeps H&M at Underweight, Flags Cost Headwinds Despite Q4 Beat

JPMorgan has maintained its Underweight rating and SEK123.00 price target on Hennes & Mauritz AB after the retailer posted a stronger-than-expected fourth-quarter 2025 result. The bank attributes the outperformance mainly to lower operating expenses and a return to more typical writedown levels, but warns these factors may not persist. H&M’s board …

JPMorgan Lowers Rating on China Resources Power, Flags Tariff Risk

JPMorgan Lowers Rating on China Resources Power, Flags Tariff Risk

JPMorgan downgraded China Resources Power Holdings from Overweight to Neutral and reduced its target price to HK$17.00 from HK$21.50, citing concern that the removal of a tariff floor could pressure thermal tariffs beginning in 2027 and weigh on margins. The bank also highlighted uncertainty around government plans to adjust capacity charge mechani…

European Stocks Dip as Metals Sell-Off and Busy Week of Events Loom

European Stocks Dip as Metals Sell-Off and Busy Week of Events Loom

European equity indexes opened lower as a renewed sell-off in gold and silver rattled investor sentiment. Markets also digested corporate results from major European banks, weak Chinese factory data and falling oil prices after easing Middle East tensions. The week ahead includes key central bank meetings and a heavy slate of corporate earnings.

AMD vs Intel: Why AMD Is Set to Pull Ahead in 2026 and How to Trade It

AMD vs Intel: Why AMD Is Set to Pull Ahead in 2026 and How to Trade It

AMD looks positioned to widen its lead over Intel in 2026 as hyperscalers diversify AI infrastructure away from a single-vendor GPU market. The balance sheet is healthy, cash generation is solid, and technicals show constructive momentum. This trade idea lays out an entry at $237.00, a stop at $200.00 and a primary target of $375.00 over a 180 trad…