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.
Kepler Cheuvreux has published a sector review of European capital goods, screening 75 companies with market capitalizations above EUR2 billion to identify preferred and least preferred names for 2026. The research highlights concentrated growth in the US and India, strength in data centers and infrastructure-related markets, and mixed prospects ac…
Federal suspension of financing for a $17.2 billion Hudson River tunnel project means crews will halt work on Feb. 6 unless the Trump administration reverses its decision, a New Jersey congressman said. The tunnel, a replacement for infrastructure damaged in 2012, links New York City and New Jersey and serves a region responsible for 10% of U.S. ec…
Roth/MKM raised its price target for Alphabet to $365 from $310 and left its Buy rating intact ahead of Alphabet’s fourth-quarter earnings. The firm highlighted multiple potential catalysts in the first half of 2026 - including TPU chip partnerships, Waymo city launches, progress on the Gemini app and likely news around Gemini 4.0 - while noting th…
UBS raised its price target on Teck Resources to C$90 from C$80 and kept a Buy rating, pointing to the company’s copper-heavy earnings mix, expected production increases through 2030 and a solid liquidity position. The firm highlights valuation upside relative to peers even after recent share gains. The proposed merger with Anglo American remains a…
TD Cowen raised its price target for Cardinal Health to $233 from $225 and affirmed a Buy rating, pointing to an increased guidance above $10 per share and what it views as largely de-risked fiscal second-quarter results. The stock trades below the new target and near its 52-week high, while several analysts have nudged up fiscal 2026 EPS estimates…
TD Cowen has reaffirmed a Sell rating and a $70 price target on Roblox Corp. after its January 2026 parent survey showed an increase in parents imposing time and spending limits on the platform. The research house warned these restrictions could pressure engagement metrics. Roblox shares are trading near $72.53, and the company is due to report ear…
Truist Securities has reiterated a Buy rating on Cytokinetics with an $84.00 price target — implying roughly 28% upside from the stock's prevailing price of $65.64. The firm points to growing clinical preference for Myqorzo (aficamten) versus Bristol Myers Squibb's Camzyos among new hypertrophic cardiomyopathy patient starts, and it says positive k…
Freedom Capital Markets raised its rating on Netflix from Hold to Buy even as it slashed the firm’s price target to $104 from $1,070. The action comes after Netflix reported Q4 FY2025 results that beat consensus across key metrics, including subscriber expansion and advertising growth, but management issued cautious forward guidance and signaled hi…
TD Cowen raised its price objective on Option Care Health to $37 from $27 and kept a Hold rating, citing the company’s preliminary 2026 guidance and stronger-than-expected adjusted EBITDA outlook. Other brokerages have also adjusted targets and ratings following preliminary fourth-quarter results and updated cash-flow forecasts tied to strategic in…
TD Cowen has increased its price target for BrightSpring Health (BTSG) to $46 from $42 while keeping a Buy rating, pointing to continued fourth-quarter momentum driven by specialty oncology generics, a ramp in Limited Distribution Drugs, and improved Infusion segment performance. The firm projects adjusted EBITDA of $188 million for the quarter ver…
Trading on Tuesday produced sharp moves across market-cap bands, with large healthcare insurers among the weakest names after policy news and a mix of gains in semiconductors, cloud and data center-related stocks. Mega-cap losses included UnitedHealth, while Humana and CVS were large-cap decliners. A range of mid- and small-cap companies also recor…
Citigroup has enacted a broad reshuffle of its corporate banking leadership under Vis Raghavan, the executive recruited from JPMorgan Chase. The changes install co-heads for corporate banking, name global chairs for investment and corporate banking, and reassign senior North American roles as the bank pursues improved returns under CEO Jane Fraser.
Lyft is building a Teen rides feature that will allow teenagers to use the platform by pairing them with highly rated drivers and providing parents with real-time tracking, pickup and drop-off notifications, and options to contact drivers. The capability, spotted in the latest Lyft app code, marks a policy reversal for Lyft, which previously barred…
Turkey's main stock index closed lower on Tuesday, dragged down by losses in the Technology, Wood, Paper & Printing and Insurance sectors. The BIST 100 fell 0.53% as decliners outnumbered advancers by a wide margin, though several individual stocks posted strong gains and a pair reached all-time highs.
TD Cowen reduced its price target on Alphatec Holdings (ATEC) from $27.00 to $20.00 while leaving its Buy rating intact. The cut - a 26% reduction from the prior target - comes amid questions about the premium investors should pay for a high-growth spine surgery company, even as Alphatec posts strong revenue gains and guidance that beats consensus.…
Freedom Capital Markets has increased its 12-month price objective for Johnson & Johnson to $220 from $190 while retaining a Hold recommendation. The firm pointed to consecutive revenue beats in 2025, strength in Innovative Medicine and MedTech, and potential regulatory and label catalysts, but noted valuation multiples are close to historical high…
Cantor Fitzgerald initiated coverage of fintech and payments stocks, arguing that blockchain and artificial intelligence are driving a fundamental redesign of how money and assets move across accounts, balance sheets, and jurisdictions. The firm warns the change is obscured to many end users by modern interfaces built atop legacy systems, and ident…
Western Alliance (WAL) is acting like a regional bank that has regained its footing: the stock is holding above rising intermediate-term averages, valuation is still modest at ~11x earnings, and sentiment remains cautious enough to fuel upside if the market keeps warming to financials. With shares pulling back to the high-$80s, I like this as an up…
Shares of Global Interactive Technologies, Inc. (GITS) rocketed after the company announced a collaboration with K-pop group ATEEZ to create the official theme song for its forthcoming animated feature "The Legend of MegaRace." The agreement grants GITS ownership of the master recordings and broad global rights for distribution, use and commerciali…
Stifel has lowered its price target for Etsy to $62 from $65 while maintaining a Hold rating. The brokerage cited improving monthly active user trends for both the core Etsy app and Depop but left its financial estimates unchanged. Etsy is trading at $57.83 and is below its Fair Value amid recent volatility. Separately, the company authorized up to…
Stifel has reduced its 12-month price target for Life360 to $76 from $92 while keeping a Hold rating, citing monthly active user (MAU) trends as the main pressure point. The move follows the company's preliminary fourth-quarter results and management guidance for 20% MAU growth in 2026, which exceeds Street estimates. Other firms remain divided, wi…
Stifel has reduced its 12-month price objective for DoorDash Inc. (NASDAQ: DASH) from $253 to $224 while maintaining a Hold rating. The revised target still sits above DoorDash's then-current share price of $207.55, though InvestingPro valuation metrics indicate the stock is trading near fair value. Stifel's cut reflects caution around the financia…
Stifel raised its price target for Amazon.com to $300 from $295 and kept a Buy rating, pointing to gains in the company’s advertising business, a healthy fourth-quarter e-commerce backdrop and continued strength in AWS. The revised target implies roughly 24% upside from Amazon’s current price of $241.10 and comes ahead of the company’s Q4 results d…
Stifel reduced its price target on Instacart (NASDAQ:CART) to $46.00 from $49.00 on Tuesday while keeping a Buy rating. The new target aligns with InvestingPro's Fair Value assessment and implies upside from the stock's current trading level of $37.85. Stifel cited ongoing competitive pressures but left its financial estimates unchanged, projecting…
Stifel lowered its 12-month price target for Uber Inc. to $105 from $122 while maintaining a Buy rating. The new target still implies meaningful upside from Uber's trading level of $80.75, and the firm left its financial estimates unchanged, framing the move as a valuation reset rather than a change in performance expectations. Stifel highlighted t…
