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.
Baird has initiated coverage of Ethos Technologies (NASDAQ:LIFE) with an outperform rating and a $18.00 price target, implying roughly 67% upside from a current share price of $10.80. The firm highlights Ethos' data-driven e-commerce platform for life insurance, its three-sided partnership model with carriers and agents, and the potential for opera…
Rolls-Royce is pressing the UK government for taxpayer-backed support to help fund the development and testing of an UltraFan 30 demonstrator, part of a programme estimated at about £3 billion. The London-listed group has requested an initial contribution in the range of £100 million to £200 million and is pursuing discussions with UK ministers whi…
Goldman Sachs has raised its fourth-quarter 2026 price forecasts for Brent and WTI crude by $6 to $60 and $56 a barrel respectively, pointing to lower OECD stockpiles. The bank kept its 2026 surplus view of 2.3 million barrels per day and adjusted regional supply expectations amid realized production misses and improved capacity in some OPEC and Am…
RBC Capital downgraded Imperial Oil Ltd. to Underperform from Sector Perform and set a C$116.00 price target, pointing to a valuation gap after the stock climbed 77% over the past year. While analysts recognize the company’s strong balance sheet, stable upstream portfolio and diversified cash flows from refining and chemicals, concerns over relativ…
RBC Capital upgraded Banco Santander SA to Outperform from Sector Perform and increased its price target to EUR12.25 from EUR8.50. The firm anticipates that cost reductions and recent acquisitions will drive higher returns, modeling a fiscal 2028 return on tangible equity of 19.5%, above consensus. Santander’s recent financial results and strategic…
RBC Capital has cut its rating on Athabasca Oil Corp. to Sector Perform from Outperform, citing the stock's strong relative performance over the past year and comparatively better opportunities elsewhere. The firm simultaneously raised its price target to Cdn$9.00 from Cdn$7.00, with the new target driven by the firm's 2027 outlook and higher targe…
Jefferies cut its rating on Deere & Co. to Underperform from Hold, saying the stock’s valuation has outpaced fundamentals after a sharp rally. The firm raised its price target to $550, driven by a peak-earnings valuation framework and discounting assumptions. Deere’s recent quarterly beat and raised fiscal 2026 guidance prompted several other a…
Jefferies initiated coverage of York Space Systems (OTC:YORK) with a Buy rating and a $37.00 price target. The firm highlighted York's low-cost satellite platform serving national security missions within a $4 billion addressable market, a $660 million backlog that it says will scale through 2026, and projections for revenue exceeding $1 billion by…
U.S. Customs and Border Protection announced it will stop collecting tariffs imposed under the International Emergency Economic Powers Act (IEEPA) beginning at midnight eastern time on February 24. The move follows a U.S. Supreme Court decision finding that the president exceeded authority when using the IEEPA to impose certain trade duties. Custom…
JPMorgan upgraded Sun Hung Kai Properties (16:HK) (OTC:SUHJY) from Neutral to Overweight and increased its price target to HK$162.00 from HK$109.00, citing a rapid market reassessment of valuation metrics toward net asset value discount and a housing market that JPMorgan views as moving from recovery into expansion.
JPMorgan upgraded Thai Union Group PCL to Overweight from Underweight and increased its price target to THB15.00 from THB10.00, citing a U.S. Supreme Court ruling against reciprocal tariffs that removes a key source of uncertainty for a business with more than 40% of sales in the U.S. The broker also raised EPS forecasts and its sum-of-the-parts va…
A U.S. Supreme Court decision invalidated the bulk of tariff measures imposed last year, prompting the administration to announce a short-term global tariff and reviving the policy uncertainty that many businesses had begun to factor out of planning. The ruling and the administration's response have left the effective tariff landscape in flux, forc…
Taiwan equities closed higher on Monday, with the Taiwan Weighted index rising 1.61% to a new record. Strength in Glass, Plastic and Cement & Glass sectors powered the advance. Several individual stocks recorded sharp moves in both directions, while energy and precious metals futures moved lower and higher respectively. Currency and dollar-index mo…
The Supreme Court's rejection of President Trump's tariff regime has added fresh uncertainty to U.S. trade policy, the federal budget and financial markets. With no ruling on refunds, a potential shortfall of roughly $170 billion looms, while estimates show tariffs have already generated more than $175 billion in revenue. Rapidly introduced replace…
Shares of Chinese companies with significant U.S. export exposure advanced in Hong Kong trade after the U.S. Supreme Court limited the executive branch's authority to impose trade tariffs. The decision, and subsequent policy moves, boosted exporters and lifted the Hang Seng nearly 3% as investors priced in a lower probability of sustained, broad U.…
UBS upgraded CBRE Group to Buy from Neutral and lifted its price target to $185 from $175, citing the firm's data assets and industry position as reasons it can benefit from artificial intelligence trends. The move follows sector underperformance tied to AI-related concerns. Analysts point to CBRE’s guidance for fiscal 2026 and recent earnings beat…
Jefferies upgraded ICON plc (ICLR) to Buy from Hold while trimming its price target to $135 from $175, citing an attractive valuation on projected 2026 free cash flow. The firm highlighted regulatory frictions slowing rapid tech adoption in clinical research and expects AI-related efficiency gains to be reinvested into R&D rather than immediately e…
KeyBanc upgraded The Macerich Company (NYSE: MAC) to Overweight from Sector Weight and established a $25.00 price target, pointing to execution on the company's multi-year Path Forward Plan that is running ahead of schedule. The firm highlighted a $107 million small-shop opening pipeline with base rents commencing through 2028, accelerated asset sa…
A series of abrupt developments in U.S. tariff policy - including a Supreme Court rejection of an emergency tariff authority, a broad presidential tariff proclamation raised from 10% to 15%, and a raft of exemption listings - has rattled markets and left exporters, importers and trading partners scrambling. The changes have prompted legal action ov…
Lendlease Group reported a loss after tax attributable of A$318 million for the half-year ended December 31, driven by A$118 million of non-cash negative revaluations and impairments across several international markets and a significant loss from its Capital Release unit. The result sent the stock to its lowest intraday level since mid-December 19…
The U.S. dollar softened as the Supreme Court ruled that a broad set of tariffs imposed by the administration exceeded presidential authority. Currencies including the euro, sterling and the Swiss franc strengthened, while uncertainty over refunds, potential litigation and geopolitical risks kept investors cautious.
Australian equities closed lower on Monday with the S&P/ASX 200 falling 0.61% in Sydney. Strength in a handful of mid-cap names contrasted with broad sector weakness across information technology, healthcare and A-REITs. Volatility, measured by the S&P/ASX 200 VIX, rose, while commodity and currency markets showed mixed moves.
Nebius is at the center of the AI cloud infrastructure boom. Strong ARR conversion, rapid revenue acceleration and aggressive capacity builds make it an asymmetric trade for traders willing to accept execution and financing risk. Enter at $98, stop $86, target $150 over a mid-term horizon (45 trading days).
Indonesia recorded a 54.6 trillion rupiah budget shortfall in January, equivalent to 0.21% of GDP, as a 20.5% rise in revenues was outpaced by a 25.7% increase in spending, the finance ministry said on Monday. Investors have been monitoring the government's fiscal stance after early-2026 market volatility linked to concerns over fiscal health, cent…
South Korea has formally requested that the Russian embassy in Seoul remove a large banner reading "Victory will be ours" that was displayed on the embassy wall ahead of the fourth anniversary of Russia's invasion of Ukraine. The foreign ministry said it conveyed concerns to the embassy, reiterated that the invasion is illegal, and warned that mili…
