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.
Goldman Sachs has reiterated its Buy rating on Lam Research and set a $180 price target after the semiconductor equipment maker posted quarterly results that surpassed consensus on both revenue and gross margin. Management offered first-quarter guidance above Street expectations, and several other brokerages have raised targets, citing robust syste…
Goldman Sachs has maintained a Buy rating on IBM with a $350 price target after the company reported fourth-quarter results that exceeded Street expectations. IBM delivered stronger-than-expected revenue, earnings and free cash flow, while flagship software and infrastructure businesses posted double-digit gains in constant currency. Management out…
Goldman Sachs reiterated a Neutral rating and a $100 price target on Starbucks after the company reported fiscal Q1 2026 results that showed revenue above consensus but adjusted EPS below estimates. The quarter reflected gains in same-store sales and customer engagement alongside operating-margin headwinds tied to higher cost of goods and tariffs. …
Jefferies raised its price target for Starbucks to $86 from $76 while retaining an Underperform rating, citing better same-store sales but ongoing uncertainty around sustainable comparable-sales drivers, unit growth and margin visibility. The company reported mixed first-quarter fiscal 2026 results and guidance that implies modest comp growth ahead…
PicS NV, operating as PicPay, raised $434 million in its U.S. initial public offering by pricing 22.86 million shares at $19 each. The company, controlled by the Batista family since 2015, has evolved from a 2012 digital wallet into a broader banking operation with about 67 million clients as of December. Financial results for the nine months throu…
Aurora (AUR) is trading like a story stock priced for huge autonomous-vehicle success while sitting on a modest cash runway and nascent commercial revenue. The company has moved from lab to paid operations in trucking; that operational progress plus AI tailwinds create a mid-term trade opportunity. This idea is aggressive: enter at $4.50, target $6…
Citi warned that oil prices could remain high in the near term as geopolitical risks, tighter U.S. restrictions on Russian crude purchases and ongoing Chinese buying support markets. The bank cited outages in Kazakhstan, severe U.S. cold weather and Middle East tensions as factors keeping prices above $60, and said further escalation around Iran co…
Jack in the Box Inc. Chief Executive Lance F. Tucker sold 3,150 shares on January 28, 2026, for about $68,764 to satisfy tax obligations from vested restricted stock units. The company has also repaid $105 million of secured notes and completed the sale of Del Taco Holdings, while several brokerages adjust outlooks amid a transitional year.
Truist Securities reiterated a Buy rating on Meta Platforms with a $875 price target following the company’s fourth-quarter 2025 results. Meta reported revenue and profitability metrics that outpaced consensus, provided above-street first-quarter guidance, and set elevated 2026 capital and operating spending plans tied to its Meta Superintelligence…
Goldman Sachs has maintained its Buy rating and $815 price objective on Meta Platforms following the company's fourth-quarter 2025 results, citing stronger-than-expected revenue and upbeat Q1 guidance. The bank expects a modestly positive investor reaction, highlights Meta's continued high gross margins and revenue growth, and flags investor intere…
Stifel maintained a Buy rating on Meta Platforms Inc. and set a $785.00 price target following the company’s fourth-quarter results. Meta reported revenue, operating income and GAAP EPS that beat consensus, alongside strong user and ad impression growth. The company's outlook for early 2026 implies higher revenue expectations but also substantially…
Spot gold climbed above $5,400 an ounce, extending a record-setting rally as investors sought refuge from intensifying geopolitical strains and shifting expectations on U.S. monetary policy. Metals across the board posted gains or held near highs, while traders adjusted bets on the timing of Federal Reserve rate cuts following a decision to keep ra…
The Federal Reserve left its policy rate unchanged on Wednesday, a move widely anticipated by markets. Chair Jerome Powell indicated the central bank is prepared to maintain a hold on policy following 75 basis points of cuts at the end of last year. Powell declined to comment on a White House inquiry into a Fed office renovation, referring reporter…
L3Harris Technologies has been granted a $62.7 million modification - designated P00353 - to an existing Department of War contract covering radar and optical space surveillance systems and sustainment work. The change represents Option Year Seven and lifts the contract's total value to $1.51 billion. Performance is slated for Colorado Springs and …
BofA Securities raised its price target on NVR Inc. to $8,600 from $8,400 and kept a Buy rating following the homebuilder's fourth-quarter 2025 results. NVR reported EPS of $121.54, beating both BofA and consensus forecasts, and homebuilding revenue of $2.64 billion, which was down 5% year-over-year but topped BofA's projection. BTIG initiated cove…
Jefferies has increased its 12-month price target on CAE Inc. to $34.00 from $30.00 while retaining a Hold rating. The move follows an analysis of foot traffic at a subset of CAE's U.S. civil training centers used as a proxy for simulator utilization. Jefferies' updated estimates point to slightly stronger EPS and margin outcomes versus consensus f…
Okta sits squarely at the intersection of identity and emergent enterprise AI agents. Identity is a prerequisite for secure agent actions; that makes Okta a natural beneficiary if customers adopt agentic workflows widely. Valuation already reflects a pullback from the 52-week high and a $1 billion buyback set to cushion share count. This trade targ…
Ally Financial Inc. Chief Financial Officer Russell E. Hutchinson bought 11,566 shares of common stock on January 27, 2026, for a total of $499,306. The transaction raised his direct common stock holdings to 225,336 shares in addition to 6,000 shares of Series B Preferred Stock. The move comes after Ally reported fourth-quarter 2025 adjusted earnin…
A U.S. House committee chairman says internal Nvidia documents show the chipmaker provided technical assistance that helped Chinese firm DeepSeek cut the GPU hours needed to train advanced AI models. The models later surfaced in applications tied to China's military, raising questions about export controls and end-use assurances for semiconductors …
German Chancellor Friedrich Merz and leaders of the country’s trade community expressed growing alarm over the dollar’s recent slide to a four-year low, saying the currency move is adding pressure to Germany’s export sector. The government has renewed calls for rapid agreement on a digital euro, arguing it would bolster the euro’s role alongside th…
Williams Blair has reiterated an Outperform rating on Scotts Miracle-Gro, pointing to ahead-of-plan shipments, margin improvement, and reaffirmed fiscal 2026 guidance. The company reported a modest quarterly earnings and revenue beat, announced a $500 million share repurchase authorization, and plans to divest its Hawthorne business while maintaini…
Alico (ALCO) is a small-cap agricultural holding that is quietly pivoting from pure citrus production toward land management and real estate monetization. With a newly expanded $95M credit facility, a dedicated EVP of Real Estate, and management guidance for ~$20M in land sales this fiscal year, the stock looks positioned for a re-rating if managem…
Steel Partners Holdings LP has submitted an offer to buy a 51% controlling interest in InMode Ltd. at $18 per share, planning to fund the transaction with cash and borrowings under its existing credit facility. The firm, which currently holds about 1.3% of InMode’s stock, has attempted multiple meetings with company leadership but reports say it ha…
The S&P 500 rose above 7,000 for the first time even as the Federal Reserve held rates steady and cautioned that inflation risks remain elevated. A stronger dollar, volatile FX swings, mixed tech results in after-hours trade and rising Treasury yields all contributed to a jittery trading session. Market participants continue to weigh the odds of fu…
Raymond James raised its price target on Tyra Biosciences to $55 from $35 and kept a Strong Buy rating, after adding upper tract urothelial carcinoma (UTUC) estimates for dabogratinib to its financial model. The firm projects substantial combined revenues from UTUC and non-muscle invasive bladder cancer (NMIBC) through 2032 and expects near-term da…
