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.
MercadoLibre reported a quarterly net income decline that missed analyst forecasts, as higher investments in credit issuance, free shipping and direct sales compressed margins. Revenue outpaced estimates, supported by strong growth in Brazil and Mexico. Operating profits rose modestly while margins narrowed, and the company said Venezuela remains i…
Netflix looks set for another material re-acceleration driven by ad-tier monetization, international price normalization and a stronger content cadence. I’m upgrading the rating to Buy and laying out an entry at $450, a $650 target and a $395 stop-loss for a long-term trade (180 trading days).
RBC Capital initiated coverage of Merck & Co. (MRK) with an outperform rating and a $142.00 price target. The firm pointed to shifting sentiment as Merck moves beyond Gardasil-related worries and greater visibility into its pipeline, notably the oral PCSK9 and CADENCE programs. RBC expects investor enthusiasm to build over the next 12 to 18 months …
Stifel has begun coverage of Palisade Bio Inc. (PALI) with a Buy rating and a $5.00 target, highlighting the companys PALI-2108 as a potentially orthogonal oral PDE4 pro-drug for inflammatory bowel disease. The stock trades at $1.79 with a market capitalization of $267 million and has posted strong recent returns. Early clinical data and external …
RBC Capital has commenced coverage of AbbVie Inc. (NYSE: ABBV) with an outperform rating and a $260.00 price objective, arguing the market underestimates the company’s growth durability and cash-generation profile. The firm disagrees with views that AbbVie’s beat-and-raise momentum has ended and that competition will sharply erode its immunology fr…
RBC Capital began coverage of Eli Lilly with an outperform rating and a $1,250 price target, citing the drugmaker's dominant obesity franchise through 2030, patent protection into the mid-2030s, manufacturing advantages and meaningful pipeline opportunities. The firm says consensus estimates underappreciate catalysts such as a Medicare agreement, o…
RBC Capital has initiated coverage of Bristol-Myers Squibb Co. (BMY) with a Sector Perform rating and a $60 price objective, saying current valuation reflects market re-rating rather than reduced fundamental risk. The stock is trading above that target amid a six-month rally, while RBC highlights a sizeable Phase 3 pipeline and cautions that sustai…
RBC Capital has initiated coverage of Pfizer with an Underperform rating and a $25.00 price target, below the stock's recent trading level. The firm highlights an anticipated $15 billion to $20 billion revenue decline through 2030, limited pipeline visibility until at least 2028, and structural headwinds that a high dividend yield cannot fully coun…
Oppenheimer has begun covering BioAge Labs Inc (BIOA) with an Outperform rating and a $60 price target, citing confidence in the company’s lead candidate BGE-102, an oral NLRP3 inhibitor. The stock trades at $21.56 after a 391% gain over the last year per InvestingPro data. The firm flagged differentiation versus adjacent NLRP3 programs and expects…
Stifel initiated coverage of Alumis Inc. (NASDAQ: ALMS) with a Buy rating and a $44.00 price target, pointing to next-generation TYK2 inhibition and encouraging topline psoriasis data for envudeucitinib as central to its bullish view. The company recently closed an upsized offering raising about $345.1 million and is planning a New Drug Application…
Stifel has initiated coverage of Equillium Inc. (NASDAQ: EQ) with a buy rating and a $5.00 price target, highlighting the company’s EQ504 candidate for inflammatory bowel disease. The stock trades near $1.92, which the analyst views as offering significant upside to the target, while third-party valuation data signals the shares may be overvalued r…
First Solar said it now expects full-year 2026 net sales well below analyst estimates after warning that additional tariffs and resulting higher module prices will dampen demand. The company's stock plunged roughly 14% in after-hours trading despite year-over-year growth in quarterly net sales and higher per-share earnings.
Jefferies raised its price target on Ferguson Plc. to $300 from $289 and kept a Buy rating, citing a constructive outlook for mergers and acquisitions. Ferguson reiterated its multi-year goals for organic growth, margin expansion and EPS growth, while management highlighted structural tailwinds and a substantial opportunity in large capital project…
A range of publicly traded companies saw notable after-hours stock moves following quarterly results and guidance. HP Inc. slid despite revenue growth, while CAVA and Trex gained on revenue beats. Workday and First Solar tumbled on forecasts that fell short of market expectations. Other companies reported mixed outcomes for earnings and revenue, co…
Duke Energy Executive Vice President and Chief Financial Officer Brian D. Savoy sold a combined $1,532,319 of common stock on February 23, 2026, and additionally disposed of shares the prior day to cover tax obligations related to vested restricted stock. The transactions coincide with the utility trading near its 52-week high and follow fourth-qua…
PayPal shares climbed for a second session after reports indicated Stripe has shown interest in acquiring all or portions of the company. Analysts outlined valuations for PayPal assets and argued why Stripe might pursue Braintree and Venmo, while noting scale and consumer reach considerations. The market reaction follows an initial surge after take…
Workday projected fiscal 2027 annual subscription revenue below analyst forecasts, signaling weaker new client acquisition as companies trim technology budgets amid economic uncertainty and higher interest rates. The company's quarterly results showed total revenue slightly above estimates and subscription revenue in line with expectations, while i…
Fortescue reported a 23% increase in first-half profit as record iron ore shipments and higher realised prices supported results. The miner recorded 100.2 million metric tons of shipments in the six months to December 31 and sold ore at about $90.87 per dry metric ton, while declaring a higher final dividend of 62 Australian cents per share.
Warner Bros. Discovery shares fell about 1% in after-hours trading after the company disclosed terms of an updated acquisition proposal from Paramount Skydance. Netflix shares rose roughly 1.5%. Warner Bros. Discovery's Board said the revised Paramount Skydance bid could reasonably be expected to result in a 'Company Superior Proposal' under its ex…
U.S. equity benchmarks finished the session higher, led by strength in Industrials, Consumer Goods and Consumer Services. The Dow Jones Industrial Average rose 0.76%, the S&P 500 gained 0.77%, and the NASDAQ Composite climbed 1.05%. Several large-cap technology and industrial names paced the advance while a subset of health care and energy-related …
Cava Group projected fiscal 2026 same-restaurant sales above analysts' consensus and reported an unexpected uptick in quarterly same-store sales, prompting a rise in its stock in after-hours trading. The company credited demand for its customizable Mediterranean bowls and plans a selective price increase on premium items while holding core chicken …
Mexico's benchmark S&P/BMV IPC closed up 0.49% as gains in industrials, consumer goods and consumer staples buoyed the market. America Movil jumped to three-year highs while Coca-Cola Femsa and Vesta also posted notable gains. Airport operators and a spirits company were the session's laggards. Commodities and FX moves were mixed, with gold and cru…
The S&P/TSX Composite finished the Toronto trading day higher, climbing 0.57% to a fresh record close. Strength in Materials, Clean Technology and Industrials underpinned the advance, while select energy and consumer packaging names weighed on the index. Market breadth favored rising stocks, and moves in commodities and currency pairs were mixed.
Lucid reported a larger-than-expected adjusted loss for the fourth quarter, pressured by higher costs even as deliveries and revenue rose. The luxury EV maker cut U.S. staff by 12% and is relying on its Gravity SUV and an upcoming mid-sized model to broaden demand, while projecting a significant production increase in 2026.
Sandisk (SNDK) looks set to benefit from a NAND supply squeeze driven by hyperscaler AI buildouts. The stock has already rallied hard, but fundamentals - positive free cash flow, low leverage, and strong demand for SSDs - argue for additional upside. This trade idea lays out a long entry, disciplined stop and target for a long-term position trade o…
