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.
Google has reached demand response agreements with five U.S. utilities spanning states from Arkansas to Minnesota to temporarily reduce electricity consumption at some data centers during periods of peak grid demand. The contracts make up to 1 gigawatt of Google’s data‑center demand available for curtailment and supplement earlier deals signed last…
Three Israeli officials speaking anonymously said Israel coordinated a Wednesday strike on Iran's South Pars gas field with the United States but does not expect to repeat such an operation. U.S. President Donald Trump said he was unaware of the strike and warned Israel would refrain from further attacks on the gas field unless Iran again struck Qa…
New Street Research moved Nvidia onto its 2026 best idea list after analyst Pierre Ferragu interpreted CEO Jensen Huang's recent GTC remarks as signalling a far larger long-term revenue base than markets have priced in. The firm highlighted an apparent increase of $500 billion in orders since October and said Nvidia may be on a run-rate exceeding $…
A U.S. Senate committee voted to forward Senator Markwayne Mullin's nomination for Homeland Security secretary to the full Senate, even as the committee's Republican chairman criticized Mullin's past statements and announced his opposition. The nomination follows the abrupt firing of Kristi Noem and comes amid controversy over federal immigration e…
A senior director at an NDRC research institute projects that China’s electricity use by data centers will climb from roughly 300 billion kilowatt-hours today to 1 trillion kilowatt-hours by 2030, equivalent to about 7% of national power consumption. The projection accompanies forecasts for rapid renewable capacity additions, deeper integration of …
Three unnamed Israeli officials told reporters that Israel coordinated its strike on Iran's South Pars gas field with the United States, but they said the operation would likely not be repeated. The attack prompted Iranian aerial assaults on energy infrastructure across the Middle East, causing significant harm to facilities in Qatar, Saudi Arabia …
The European Central Bank left its main interest rate at 2% on Thursday and flagged that the war in Iran is weighing on the outlook for growth and inflation across the euro zone. Short-dated sovereign yields moved sharply higher, the euro strengthened modestly against the dollar, and European equities fell amid renewed selling linked to the Middle …
Credo Technology (CRDO) just reported a blowout revenue quarter and ultra-high gross margins, yet the stock has pulled back into technical support and below its moving averages. I was bearish earlier; new data and product ramps force a rethink. This is a trade idea: aggressive long entry at current levels with a medium-to-high risk posture and a lo…
Macquarie began coverage of Okta with an Outperform rating and a $100 price target, identifying several operational levers and artificial intelligence adoption as potential drivers of renewed revenue growth. The brokerage highlighted contract and go-to-market changes, deeper channel engagement and AWS Marketplace traction as ways to accelerate the …
The European Central Bank raised its baseline inflation forecasts on higher energy costs and signalled additional downside risk to growth if a prolonged conflict in the Middle East disrupts oil and gas supplies. The ECB now projects 2026 inflation at 2.6% and 2027 inflation at 2.0%, both above previous December estimates, and will publish alternati…
The European Central Bank left its policy rates unchanged on Thursday, maintaining the deposit facility at 2.0%, main refinancing at 2.15% and marginal lending at 2.4%. In its statement, the ECB flagged that a joint U.S.-Israeli assault on Iran has made the outlook "significantly more uncertain," highlighting higher energy prices - notably natural …
The European Central Bank left interest rates unchanged on March 19, citing close monitoring of growth and inflation risks arising from a recent spike in energy prices after the U.S.-Israeli war on Iran began on February 28. The bank said it stands ready to adjust its tools if the situation threatens to lift inflation persistently above its 2% targ…
U.S. Treasury Secretary Scott Bessent said the United States may soon remove sanctions on roughly 140 million barrels of Iranian crude currently stranded aboard tankers, a move intended to add near-term physical supply to global markets and help lower oil prices. Officials also plan further unilateral Strategic Petroleum Reserve releases and are pu…
Palantir sits at the junction of massive government spend, enterprise AI adoption, and unique data-operating assets. This trade targets asymmetric upside if Palantir converts existing contracts into platform-led recurring revenue while protecting capital via a clearly defined stop. The trade is high risk but offers a favorable reward-to-risk profil…
Telephone and Data Systems (TDS) is a post-sale telecom with a cleaner balance sheet, significant free cash flow and an under-appreciated valuation. We outline a long trade with precise entry, stop and target, driven by balance-sheet optionality and a plausible re-rating as management redeploys capital into fiber and tower leasing.
Barclays upgraded Evonik to Overweight from Equal Weight and raised its price target to €17 after supply disruptions in Asia tightened methionine availability and logistics. The bank sees higher spot prices and improved pricing power for non-Asian producers like Evonik, revising its 2026 EBITDA estimate upward and highlighting Evonik's energy hedgi…
FVCBankcorp director Wills Phillip R. III sold 11,462 shares on March 17, 2026, for $14.806 per share, netting $169,706. After the trade he retains 53,694 shares. The bank has returned 39% over the past year, trades at a P/E of 12.21, declared a $0.06 per-share dividend payable Feb. 17, 2026, and its minority-held Atlantic Coast Mortgage acquired T…
U.S. Transportation Secretary Sean Duffy warned that a continuing partial government shutdown could leave roughly 50,000 Transportation Security Administration airport security officers without pay, potentially leading to small airport closures. He said an upcoming missed paycheck on March 27 could make disruptions more severe than current long lin…
DA Davidson reported that same-store dollar sales at North American agricultural equipment dealers dropped 11% year-over-year in February, the fifth straight monthly decline. By contrast, outdoor power equipment or turf dealer same-store dollar sales rose 6% year-over-year in February, marking the third consecutive month of growth for that segment.…
Truist retail checks indicate Nike running shoes are continuing to post robust sales at Dick’s Sporting Goods, led by men's models. The Vomero Premium has sold out for men after four weeks as the top seller in the men's running category, marking a second sellout following its initial launch. The Men’s Pegasus Premium has stayed within the top six a…
Mining equities plunged Thursday after a sharp drop in precious metals prices, driven by a rise in oil and gas prices that market participants see as increasing inflationary pressure and diminishing the odds of near-term interest rate cuts from the Federal Reserve. Gold plunged about 6% toward $4,500 an ounce in its seventh straight session of loss…
Insider filings disclosed Wednesday, March 18, 2026, show a mix of purchases and sales across several U.S. listed companies. Notable buys include Salesforce Director David Blair Kirk and large purchases by owners and executives at Mission Produce, Castellum, Waters Corp and Exzeo Group. Several Broadcom executives carried out automatic sales to cov…
Goldman Sachs cautions that sentiment has cooled after its Risk Appetite Indicator peaked earlier this year, citing factors such as AI disruption concerns, private credit, surging oil and the Middle East war. The firm says multi-asset portfolios have experienced a modest drawdown but maintains that the risk of a prolonged, deep bear market remains …
Barclays has reduced its recommendation on Bunzl from Overweight to Equal Weight and lowered its 12-month price target by 18% to 2,250p, citing margin deterioration and elevated fuel cost risk. The bank trimmed near-term earnings and EBITA estimates, highlighted a recent organic fall in gross margins, and modelled scenarios where rising fuel and fr…
Saudi Arabia's equity market ended Thursday's session higher, led by advances in Media & Publishing, Energy & Utilities and Real Estate Development sectors. The Tadawul All Share rose 0.55% at the close. Notable winners included Dar Al Majed Real Estate Co Ltd, Emaar The Economic City and National Gas & Industrialization Co, while Al Et…
