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.
TD Cowen trimmed its price objective on Shoals Technologies Group to $10 from $11 while retaining a Buy rating. The firm points to a transitional year marked by a factory relocation and ramps of new products, customers and markets that are expected to depress gross margins into the low-to-mid 30% range. Cowen remains constructive on the companys t…
A U.S. Commerce Department official told lawmakers that, to his knowledge, none of Nvidia's H200 AI accelerators have been sold to Chinese buyers. The disclosure comes after a recent conditional approval from the Trump administration for China-bound shipments, which has drawn criticism from lawmakers and former officials across party lines. Shipmen…
SambaNova Systems announced a $350 million funding round and a strategic multi-year pact with Intel to provide cost-efficient AI inference solutions. The capital will support production and deployment of the SN50 inference chip, scale the SambaCloud platform and strengthen enterprise software integrations, while SoftBank Corp is set to be the initi…
BorgWarner remains a competitor with the product set automakers need for mixed ICE, hybrid and EV powertrains, but recent multiple expansion and cyclical demand make upside limited from current levels. Valuation (market cap ~ $12.2B, P/E ~45x) leaves little room for execution misses. We favor a tactical short over the next 45 trading days with clea…
Clean Harbors Inc. Co-CEO Eric W. Gerstenberg sold 2,500 shares on February 23, 2026, for $279.86 per share, netting $699,650 and leaving him with 43,020 shares. Separately, the company agreed to acquire Depot Connect International’s Industrial Services and Rail Services business for about $130 million, a deal covering five sites in Ohio, Louisiana…
Former British ambassador to the United States Peter Mandelson was arrested in London on suspicion of misconduct in public office and later released on bail as police continue a criminal inquiry into his communications with Jeffrey Epstein. The arrest follows newly released emails showing a closer relationship with Epstein and comes amid growing po…
PayPal shares climbed sharply after reports indicated that Stripe has expressed preliminary interest in acquiring all or parts of the company. The move follows earlier coverage that PayPal had attracted takeover interest from multiple suitors. Neither company has issued an official statement, leaving details and potential outcomes unclear.
Several major companies, including L’Oreal Travel Retail Americas, Dyson and Bausch + Lomb, filed claims in the U.S. Court of International Trade seeking refunds for tariffs imposed under the International Emergency Economic Powers Act (IEEPA) after the U.S. Supreme Court found the use of IEEPA to impose those duties unlawful. The filings add to a …
Jefferies increased its price target for Home Depot to $454 from $424 and kept a Buy rating, pointing to management comments about consistent comparable sales across regions with differing home-price trends. The firm views the lack of regional dispersion as evidence that the housing recovery is still in its early phase and projects sustained EPS gr…
Jefferies reaffirmed its Buy rating and $300 price target on Advanced Micro Devices (AMD) following the company’s strategic supply agreement with Meta Platforms. The arrangement includes a performance-based warrant allowing Meta to acquire up to 160 million AMD shares at $0.01 per share, vesting against multi‑gigawatt hardware purchase milestones a…
Brazil's stock benchmark rose to a fresh record as shares in electric power, public utilities and consumer sectors pushed the market higher. The Bovespa closed up 1.23% in Sao Paulo, with a larger number of advancers than decliners. Key individual winners and losers included Grupo Vamos, YDUQS, Sendas, Minerva, CVC Brasil and Gerdau. Market volatil…
A San Francisco federal judge has dismissed, for now, a trade-secrets lawsuit filed by Elon Musk's xAI against OpenAI, finding that the complaint failed to allege wrongdoing by OpenAI itself. The judge gave xAI the option to refile while the wider legal dispute between Musk and OpenAI remains active.
Truist Securities raised its price target on Palvella Therapeutics (NASDAQ:PVLA) to $210 from $190 and kept a Buy rating after positive Phase 3 SELVA trial data for QTORIN 3.9% rapamycin anhydrous gel. The firm increased its modeled probability of success for the drug's lead microcystic lymphatic malformation (MLM) indication to 90%, described the …
Truist Securities increased its 12-month price target on Home Depot to $424 from $405 while retaining a Buy rating, citing a solid fourth quarter, modest January sales growth and supportive housing trends. Home Depot delivered better-than-expected Q4 results and provided 2026 guidance that anticipates improvement through the year despite an expecte…
Anthropic told Pentagon officials it will not relax restrictions that block its AI from enabling autonomous targeting or U.S. domestic surveillance, following a meeting between the startup's CEO and the U.S. Defense Secretary. The Pentagon told Anthropic it faces being labeled a supply-chain risk or could be compelled by law to change its rules, an…
Anthropic has refused to relax rules restricting military uses of its AI, after a meeting between its CEO and the U.S. Defense Secretary. Pentagon officials told the company it must either be labeled a supply-chain risk or face legal measures that would force policy changes, and gave Anthropic a deadline to respond.
Stifel reduced its price objective for Planet Fitness to $105 from $130 while retaining a Buy recommendation. The downgrade follows the companys 2026 adjusted EBITDA guidance of 10%, which missed a previously communicated mid-teens outlook for 2026-2028. Despite solid fourth-quarter 2025 results, the firm flagged missed opportunities to reset expe…
Vicor Corp director Samuel J. Anderson reported the sale of 3,791 shares on February 23, 2026, for roughly $649,929. After the transaction he holds 6,107 shares. The stock has since risen to $189.15, trading around its 52-week high and showing a 185% gain over the past year, while trading at a P/E of 72.37 and flagged by InvestingPro as overvalued …
Diodes Inc director Lu Keh Shew sold 111,000 shares of the company's stock on February 20, 2026, in two transactions totaling roughly $7.5 million. The sales were executed at weighted average prices of $67.7381 and $67.7846, with the trade prices spanning $65.53 to $68.995. Despite the disposals, Lu retains significant indirect and direct ownership…
Speaking at a United Nations Security Council session marking the fourth anniversary of Russia's full-scale invasion of Ukraine, U.N. Secretary-General Antonio Guterres described the conflict as "a stain on our collective conscience," cited civilian casualty figures, warned of risks to nuclear facilities and renewed his call for an immediate, uncon…
Wedbush raised its price objective on Arvinas Inc. to $11 from $9 while retaining a Neutral stance. The stock is trading above that target following a strong six-month gain. The broker pointed to recent fourth-quarter results and a series of upcoming clinical and regulatory milestones in 2026 as the basis for the revision, even as Arvinas reported …
Fulcrum Therapeutics saw its shares tumble after 12-week readouts from the Phase 1b PIONEER trial of pociredir in sickle cell disease fell short of a pre-specified clinical threshold for fetal hemoglobin change. The move caps a volatile trading pattern for the stock and leaves the company focused on clarifying a registrational design while remainin…
RBC Capital raised its price target on Ferguson Plc. to $271 from $247 and maintained an Outperform rating while trimming its adjusted EBITDA forecasts for calendar years 2026 and 2027 by 1% each. Management’s 2026 guidance was largely in line with expectations and the company reiterated medium-term growth and margin goals. Management also expanded…
RBC Capital reduced its price target for Ziff Davis Inc. (ZD) to $40 from $50 while retaining an Outperform rating after the company reported mixed fourth-quarter results. Revenue, adjusted EBITDA margin and adjusted EPS all came in below consensus, yet free cash flow beat expectations and gross profit margins remain high. Management has deferred f…
RBC Capital on Tuesday raised its price target for Galapagos NV (NASDAQ:GLPG) to $33.00 from $32.00 while keeping a Sector Perform rating. The stock is trading above that target at $34.56 and has risen 27.5% over the past year. The firm highlighted the company’s active search for business-development opportunities, ongoing internal restructuring an…
