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.
The U.S. Federal Trade Commission has expanded an inquiry into Microsoft Corp.'s practices in enterprise computing, cloud services and artificial intelligence products. The agency has issued civil investigative demands to multiple Microsoft competitors to obtain information on licensing, bundling and whether Microsoft impedes customer use of its so…
Friday's trading session produced sharp moves across market-cap segments as analyst upgrades, earnings prints and guidance updates pushed some names sharply higher and others notably lower. Applied Materials and Rivian posted strong gains after positive analyst actions, while Pinterest and several mid- and small-cap names slumped following downgrad…
Turkish equity trading on Friday closed with gains driven by the Transport, Information Technology and Real Estate Investments sectors. The BIST 100 registered a rise of 0.00% to reach a fresh all-time high. Several small- and mid-cap names posted double-digit percentage moves, while headline breadth showed more advancing issues than decliners. Com…
Guggenheim raised its price objective on Sysco to $95 from $91 and retained a Buy rating, pointing to a manageable debt-refinancing pathway despite some exposure to higher interest costs ahead. The firm left earnings projections intact and flagged the importance of local case growth, while credit agency action and recent leverage trends provide a c…
Guggenheim raised its price target on US Foods to $115 from $95 while retaining a Buy rating, citing a current 2026E EBITDA multiple of 13.2x. The move follows an in-line fourth-quarter report and initial 2026 guidance. Despite recent share outperformance, the firm warned the stock trades above historical valuation boundaries and may face a digesti…
H.C. Wainwright upgraded Adlai Nortye Ltd. (ANL) from Neutral to Buy and assigned a $16.00 price target, citing the company’s clinical portfolio and recent business development activity. The firm’s valuation model places the greatest weight on AN9025, and highlights upcoming clinical readouts and pipeline progress as potential catalysts. Market met…
Guggenheim raised its price target on Tenet Healthcare to $271 from $257 and maintained a Buy rating after the company reported fourth-quarter results and issued 2026 guidance that modestly exceeded analyst expectations. The guidance shows upside from hospital operations and potential incremental gains from several transitional and reimbursement-re…
Guggenheim boosted its price target for Sphere Entertainment (SPHR) to $150 from $136 and retained a Buy rating after the company reported stronger-than-expected fourth-quarter results. Sphere’s segment revenue and adjusted operating income surpassed Guggenheim’s estimates, driven in part by the performance of the "The Wizard of Oz" experience. The…
Piper Sandler raised its price target for Arista Networks to $175 from $159 and maintained an Overweight rating after the networking equipment maker posted quarterly results that topped expectations. Arista updated its annual growth guidance to 25% and increased its AI revenue projection to $3.25 billion, while Needham separately lifted its target …
Truist Securities has reiterated a Buy rating on JFrog (FROG) and kept a $70.00 price target following the company's fiscal 2025 results. The firm cited robust cloud revenue growth, steady security revenue, and improving enterprise sales momentum as drivers of a "solid FY25 finish." JFrog reported a 22.69% year-over-year revenue increase and strong…
RBC Capital lowered its 12-month price target for Dutch Bros Inc. (BROS) to $75 from $80 while retaining an Outperform rating. The move follows a fourth-quarter performance that beat expectations and fiscal 2026 guidance that modestly exceeded investor concerns. Despite robust revenue growth and a stronger same-store sales outlook, RBC cited a pull…
Guggenheim lowered its price target for Pinterest to $25 from $38 and kept a Buy rating after the company's fourth-quarter results. Revenue and Adjusted EBITDA fell short of expectations, with management pointing to tariff-related pressures and a larger share of big retail advertisers. Pinterest remains profitable with strong margins and a solid ba…
Anthropic has named Chris Liddell, a former Microsoft and General Motors executive, to its board of directors. The appointment comes as the developer of the Claude chatbot signals to partners that it may pursue an initial public offering by the end of 2026. Liddell brings experience from GM’s post-bankruptcy IPO effort and prior government service.
The U.S. Treasury's Office of Foreign Assets Control issued two broad general licenses allowing major oil companies to resume operations in Venezuela and enabling firms to negotiate contracts for new energy investments. The licenses open the door to Chevron, BP, Eni, Shell and Repsol to restart oil and gas activity in the OPEC member, while maintai…
Par Pacific (PARR) is a cash-generative, niche refiner with a durable advantage in distillates for Hawaii and parts of the U.S. West. With a market cap near $2.13B, EV/EBITDA ~5.6x and free cash flow of roughly $167M, the stock looks reasonably priced. I recommend a mid-term long (45 trading days) to capture a potential re-rating if refinery throug…
Bernstein upgraded Zscaler to Outperform and set a $228 price target, arguing the stock is underpriced relative to other cybersecurity vendors despite earlier worries about decelerating growth, reduced net new customer contribution and competitive pressure. The firm highlighted durable customer retention, net revenue retention above 115% and positi…
World Trade Organization Director-General Ngozi Okonjo-Iweala said she agrees with U.S. calls to reform the global trading system, noting the system's resilience but lack of robustness. Her comments come ahead of a major WTO meeting in Cameroon next month and follow U.S. tariffs imposed by executive order last year that are awaiting a U.S. Supreme …
The U.S. Treasury Department on Friday unveiled an online portal for whistleblower tips related to fraud, money laundering and sanctions breaches. Treasury Secretary Scott Bessent said the department will offer monetary awards if tips lead to successful enforcement actions. The move follows scrutiny over federal funds administered by nonprofit grou…
Leggett & Platt (NYSE: LEG) saw its stock decline roughly 7% after releasing fourth-quarter results that narrowly missed earnings expectations while modestly exceeding revenue estimates. Piper Sandler retained a Neutral rating and a $12 price target, calling the sell-off exaggerated and attributing it to new investor volatility. Key valuation metri…
Piper Sandler reduced its price objective for Coinbase Global Inc. to $150 from $270 while retaining a Neutral rating. The revision follows the exchange's fourth-quarter 2025 results and softer-than-expected first-quarter 2026 guidance, prompting large downward revisions to 2026 and 2027 EPS estimates and a reassessment of valuation multiples.
RBC Capital reduced its price objective for Alnylam Pharmaceuticals to $450 from $465 but kept an Outperform rating, citing potential short-term revenue pressure including a $25 million sequential reduction in ex-US guidance tied to price erosion and softer-than-expected U.S. growth. The company posted mixed fourth-quarter 2025 results and remains …
RBC Capital raised its price objective on Applied Materials to $430 from $385 while maintaining an Outperform rating, citing robust wafer fabrication equipment demand and the company’s leadership positions across DRAM/HBM, advanced logic and packaging. Management expects Systems revenue growth of more than 20% in calendar 2026, and other broker act…
BMO Capital reduced its 12-month price target on TransUnion to $85 from $105 while keeping an Outperform rating, citing guidance headwinds tied to FICO pass-through costs and softer segment outlooks despite a solid quarterly beat. TransUnion reported stronger-than-expected Q4 2025 results, prompting Needham to lower its target as well but retain a …
Cantor Fitzgerald reduced its price target for TripAdvisor to $10.00 from $14.00 and maintained an Underweight rating after the travel-platform reported mixed fourth-quarter results and issued cautious near-term guidance. Management flagged continuing demand headwinds in its hotels business and plans to invest in the Experiences segment, while also…
Piper Sandler reduced its 12-month price target for Pinterest Inc to $21 from $33 and kept a Neutral rating after the company's quarterly results and first-quarter guidance missed expectations. The decision follows a sharp after-hours share drop and is part of a broader wave of analyst repricing amid user growth that has not fully translated into r…
