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 analysts say colossal capital spending by hyperscaler firms on AI infrastructure is set to crest later this year, a shift that may strain stocks tied to AI hardware and services. The bank projects cumulative hyperscaler AI capex of $1.5 trillion between 2023 and this year, and forecasts a 2026 spend of $667 billion. Goldman expects qu…
Piper Sandler estimates that Advanced Micro Devices’ multi-year supply agreement with Meta could translate into about $100 billion of additional revenue for AMD over the next five years. The deal, which follows the structure of AMD’s OpenAI engagement, involves a customized MI450 GPU paired with the Helios rack, warrants issued to Meta, and a stage…
Intuitive Machines said a group of global institutional investors will provide a $175 million strategic equity investment to support revenue growth and build communications and on-orbit data processing capabilities after the company’s acquisition of Lanteris Space Systems. The announcement coincided with a 13.3% premarket decline in the company’s s…
Sintx Technologies director Jay M. Moyes purchased 1,000 shares of common stock on February 23, 2026, at $2.91 per share, increasing his direct holdings to 4,000 shares. The transaction was recorded on a Form 4 filing with the SEC. The company's shares are trading at $2.97 and have fallen 45.5% over the past year. Separately, Sintx appointed Ryan E…
Gayle A. Crowell, a director at Hercules Capital, Inc. (NASDAQ: HTGC), purchased 6,600 shares on February 23, 2026, at $15.20 per share for a total of $100,320. The buy comes as HTGC trades at $15.07, close to its 52-week low of $14.96 and down roughly 20% year-to-date. Hercules reported preliminary estimates lifting its estimated net asset value p…
Evercore ISI began coverage of NRG Energy Inc. with an outperform rating and a $215.00 price objective, pointing to immediate accretion from the recently closed LS Power portfolio acquisition, expansion in the Vivent business, and enhanced value for virtual power plants following ERCOT market changes. NRG also reported fourth-quarter 2025 results t…
Bernstein SocGen Group increased its price target on BioMarin Pharmaceutical Inc. (BMRN) to $94 from $90 and kept an Outperform rating, citing valuation upside even as the company navigates a softer-than-expected outlook for VOXZOGO and waits to provide guidance on the FOLD deal. Recent quarterly results showed mixed financials, and other firms hav…
Bernstein SocGen Group has reaffirmed an Outperform rating and a $1,300 price target on Eli Lilly (LLY) after Novo Nordisk said it will cut GLP-1 list prices in January 2027. The firm said the announcement does not signal a price war and highlighted structural supports that may limit downside for prices. Investors continue to focus on Lilly's recen…
Bernstein SocGen Group raised its price objective on Home Depot to $390 from $381 while retaining a Market Perform rating after the retailer beat fourth-quarter expectations and left fiscal 2026 guidance unchanged. The firm points to potential near-term catalysts, including tax refunds and possible interest-rate cuts, but says a wider housing-marke…
Bernstein SocGen Group cut its price target for Workday Inc. (NASDAQ: WDAY) to $214 from $298 but kept an Outperform rating after the company reported an in-line quarter and issued fiscal 2027 guidance slightly below consensus. Management highlighted forthcoming AI feature roll-outs and expects consumption gains later this year, yet several firms p…
Bernstein SocGen Group increased its price objective for CAVA Group Inc. to $84 from $75 and retained an Outperform rating, pointing to structural growth drivers including a high-engagement loyalty program and a developing catering channel. The company recently posted stronger-than-expected fourth-quarter results and has drawn multiple price-target…
TD Cowen increased its price objective on Globus Medical to $112 from $110 and kept a Buy rating, citing momentum in the U.S. spine business and stronger-than-anticipated fourth-quarter revenue. The firm raised its earnings estimates after the results, joining several other brokers that have boosted targets and ratings following robust sales and ma…
Ahead of SanDisk's appearance at the Bernstein Insights TMT Forum, analyst KC Rajkumar of Lynx Equity Strategies cautions that the NAND flash supply shortage will likely persist longer than DRAM constraints, projecting NAND relief not until 2028. Rajkumar expects SanDisk executives to discuss the shortage and updates on multi-year, non-cancellable …
Ouster is a high-conviction long for investors willing to tolerate execution risk and cyclical volatility. The trade banks on durable demand for digital lidar across industrial automation, robotics, and automotive sensing, combined with potential margin recovery as volumes scale. This plan targets asymmetric upside while keeping a defined stop for …
U.S. Trade Representative Jamieson Greer said U.S. and Canadian trade officials spoke Wednesday and will meet in Washington within a few weeks. Greer told Fox Business Network the Trump administration is receptive to proposals from Canada and is open to negotiations, while Canadian trade minister representatives were not immediately available for c…
Blockchain for Good Alliance (BGA) has designated Token Tails as its top incubation project for 2025, recognising the initiative for building a blockchain-integrated infrastructure intended to generate continuous, verifiable funding for stray animal shelters. The selection at BGAwards 2025 in Copenhagen secures grant funding, ecosystem access, and …
In his State of the Union address, President Donald Trump outlined arguments supporting potential action against Iran, highlighting Tehran’s backing of militant groups, alleged resumption of its nuclear program, missile development and responsibility for deaths of protesters and U.S. personnel. The speech came amid a notable U.S. military buildup i…
Lyft dropped double-digits after missing Q4 revenue, but underlying cash generation and a $1B buyback make this a tactical long with defined risk. We lay out entry, stop, target, and the catalysts that can drive a recovery over the next 180 trading days.
Classover Holdings Inc. (NASDAQ:KIDZ) saw its shares rise 49% in premarket trading after the company published an industry white paper titled "The Delivery Problem," which claims the Tutor Studio platform has produced a 200% increase in instructional productivity and enables a 2x rise in teaching capacity without equivalent increases in instruction…
AppLovin is a high-quality ad-tech and mobile monetization platform that has pulled back from last year's highs. With a $133B market cap, strong free-cash generation, and AI-driven targeting gains, this trade upgrades APP to a buy for a mid-term (45 trading days) rebound. Entry, stop, and target are laid out with catalysts and balanced risks.
UBS reduced its 12-month price target for Shoals Technologies Group (SHLS) to $11.00 from $12.00 but kept a Buy recommendation, citing deteriorating gross margin dynamics tied to product mix changes, higher input costs, and rising competition. The company reported fourth-quarter 2025 adjusted EBITDA and EPS that fell short of expectations even as r…
UBS increased its price target on DigitalOcean Holdings Inc. (DOCN) to $68 from $48 while retaining a Neutral rating. The firm pointed to the company's Q4 2025 results, 2026 guidance for 21% revenue growth and a 2027 revenue growth guide of 30% as the basis for the revision. DigitalOcean reported $901 million in trailing twelve-month revenue, a 15%…
UBS reduced its price target on First Solar to $300 from $330 while holding a Buy rating after the solar panel maker issued 2026 guidance that fell short of expectations. The shortfall - driven largely by faster-than-anticipated declines in international volumes and a tooling transition to U.S. finishing lines - pushed revenue and adjusted EBITDA g…
Morgan Stanley says IBM endured its worst trading day since 2000 following Anthropic’s launch of the Claude Code tool, prompting a reassessment of AI-related disruption risk. The bank trimmed its price target amid heightened volatility, while analysts debate whether new generative AI capabilities pose a material threat to mainframe-dependent enterp…
UBS lowered its price objective on Harmony Biosciences to $36 from $46 while keeping a Neutral rating after the company reached additional settlements with three generic filers for Wakix. The new agreements move the earliest potential generic launch up by four months to September 2029 (or March 2030 if pediatric exclusivity is granted). Harmony's s…
