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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.
Bank of America analysts raised their forecasts for the artificial intelligence optics market following the 2026 Optical Fiber Communications conference in Los Angeles, projecting a total addressable market of as much as $90 billion by 2030. Lumentum and Coherent provided supporting market data and company-level guidance that underline rapid expans…
Benchmark Middle East crude oil spot premiums reached unprecedented highs on Thursday, with cash Dubai and Oman trading about $65 per barrel above their respective reference points. The move follows Iran's strikes on regional energy facilities and Tehran's retaliatory response to Israeli attacks on Iranian gas infrastructure, pushing spot different…
MoffettNathanson’s recent report argues that global scale is the primary determinant of competitive success in the streaming industry. The firm says streaming can be a viable business but only for platforms large enough to spread content and fixed costs across a broad subscriber base. As U.S. rivalry eases, companies are pivoting toward internation…
Kinross Gold (KGC) is trading below its short- and medium-term moving averages after a pullback, yet still commands a $34.7B market cap and reported record free cash flow in 2025. With a newly raised dividend and operational optionality across multiple jurisdictions, this is a tactical long trade: enter $29.00, stop $25.00, target $36.00 over a lon…
Biohaven Ltd. shares rose after the company confirmed that its Phase 2 clinical trial of taldefgrobep alfa for obesity has reached full enrollment. The randomized, double-blind, placebo-controlled study is testing once-weekly and once-monthly dosing in adults with overweight and obesity, and includes a 24-week double-blind period followed by a 24-w…
Gold and silver fell sharply after U.S. producer prices surprised to the upside and the Federal Reserve signalled no imminent rate reductions. Rising real yields and a firmer dollar offset safe-haven flows tied to Middle East tensions, sending London-listed miners lower and dragging precious metals to multi-week lows.
Bernstein's report identifies small modular reactors (SMRs) as a viable answer to the continuous, high-density power needs of artificial intelligence workloads and hyperscale data centers. Regulatory streamlining, commercial agreements with hyperscalers, and advancing manufacturing and licensing activity are driving SMRs into a build-out phase, tho…
Freeport-McMoRan is set to start the environmental permitting process for a $7.5 billion enlargement of the El Abra copper mine in Chile, a joint venture with state-owned Codelco. The company previously announced the project in mid-2024 after years of postponement and expects formal permit filings to begin between late 2025 and early 2026. The scop…
On March 19 Accenture warned that quarterly revenue would come in below analyst estimates as customers hold back on large IT transformation spending amid economic uncertainty. The company flagged a modest hit to fiscal 2026 revenue from a slowdown in its federal business and said its guidance incorporates potential effects from the conflict in the …
China Natural Resources, Inc. saw its Nasdaq-listed shares climb about 30% after announcing a non-binding letter of intent to acquire a majority interest in HooRii Technology (HK) Limited through the purchase of a Feishang Group Limited subsidiary that holds 59.79% of HooRii. The proposed deal, valued at $37 million to $40 million in a mix of cash …
Ferrari NV has temporarily stopped most shipments to the Middle East, citing regional developments. The announcement coincided with a notable drop in its shares in both Italy and the U.S., and the company said it is monitoring potential business implications while arranging limited air deliveries where possible.
Futures tied to the major U.S. equity benchmarks ticked lower after a fresh round of assaults on energy infrastructure in the Middle East sent global oil and gas prices sharply higher. The moves come amid signs of persistent inflationary pressure in U.S. data and a Federal Reserve decision that left interest rates unchanged while leaving the door o…
Oscar-winning actor Kevin Spacey has settled confidentially with three British men who had brought civil claims alleging sexual assault between 2000 and 2013. A London High Court order dated March 13 recorded the settlement and stayed the lawsuits, cancelling a trial that had been set for October. Two of the claimants had testified in Spacey’s 2023…
Carlisle (CSL) is a mature, cash-generative building-products play trading below its 50-day and 20-day averages after recent weakness. Strong free cash flow ($970.6M), a hefty ROE (41%), and an attractive EV/EBITDA (13.0) support a mid-term long. This trade idea proposes entry at $340.00, a stop at $312.00, and a target of $400.00 over a mid-term h…
Goldman Sachs updated its coverage of U.S. Majors and Canadian Oils in light of recent disruptions in the Middle East, highlighting five companies it views as presenting attractive risk-reward when Brent crude trades near $70-$75 per barrel. The bank raised price targets and emphasized free cash flow growth, capital returns and operational executio…
Shares of Accor SA plunged to levels not seen since October 2019 after short-seller Grizzly Research released a report alleging that numerous hotels operating under Accor brands were willing to facilitate the transfer and accommodation of children from Russian-occupied regions of Ukraine. The report, which followed undercover email inquiries to hun…
Trip.com (TCOM) trades at a roughly $35.9B market cap with a P/E of 8.34 and PB of 1.52. The stock has been hit by a Chinese antitrust probe and related lawsuits, but core travel demand remains intact and technicals show the name near cyclical lows. This trade idea lays out an entry, stop and target for a long position with a 180-trading-day horizo…
Chinese authorities have arrested seven people and taken compulsory measures against 12 more in a campaign focused on chemicals used to make fentanyl, state media reported. The operation in Hubei province produced 22 criminal cases and was launched in December following a public security ministry order. The move responds to longstanding U.S. pressu…
Hungarian Prime Minister Viktor Orban has declared he will withhold support for a €90 billion EU aid package for Ukraine until oil deliveries through the Druzhba pipeline are re-established. Backed by Slovakia, Hungary has vetoed release of loans Kyiv needs in the coming months and frames the dispute as an existential issue tied to the pipeline dam…
Serbia has extended a nationwide suspension on exports of crude oil, diesel and gasoline until April 2, the Energy Minister said on Thursday. The measure, aimed at shielding the domestic market from shortages and rising pump prices linked to the U.S.-Israeli war on Iran, applies to all modes of transport. The government also released 40,000 tonnes …
Global energy markets tightened sharply after attacks on major gas infrastructure in the Gulf drove Brent crude above $115 a barrel and pushed European natural gas prices dramatically higher. Central banks signalled caution, with the Federal Reserve keeping rates on hold but projecting a higher inflation path and removing a 2026 rate-cut from futur…
Rocket Lab just moved from growth-only narrative to a vertically integrated space systems and defense play after a strategic acquisition and steady launch execution. Fundamentals and backlog support upside, but valuation is rich. This is a tactical mid-term long: entry $70.45, stop $60.00, target $95.00, horizon 45 trading days.
Swiss watch shipments rose in February, with value exports reaching 2.2 billion Swiss francs, a 9.2% increase compared with February 2025. Growth was concentrated in the United States, Japan and France, while the Federation of the Swiss Watch Industry says impacts from the Iran war have not yet appeared in trade flows.
Japan and the United States will issue a joint statement outlining a planned strategic deployment of $73 billion into U.S. energy projects, with funds earmarked for small modular reactors and gas-fired generation. Japan’s Ministry of Economy, Trade and Industry reaffirmed nuclear power’s central role for decarbonization and energy security, and out…
SM Energy (SM) looks cheap on several measures after combining with Civitas Resources. The company now has scale in the Permian, an explicit plan to prioritize free cash flow, a raised dividend and targeted asset sales. With EV/EBITDA near 4.3 and free cash flow of roughly $539M, SM is a value play with a clear catalyst set. Here's a practical trad…
