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 Bank of Russia lowered its policy rate by 50 basis points to 15.5% on Friday, aiming to support an economy that has slowed after earlier aggressive rate hikes. Officials said future adjustments will hinge on whether the recent easing in inflation is sustained and on the behaviour of inflation expectations, while projecting an average key rate i…
Thousands of pro-monarchy supporters gathered in Kathmandu to welcome former King Gyanendra home after a three-month holiday, underscoring public dissatisfaction with frequent government changes and economic stagnation as Nepal heads into a parliamentary election on March 5. The rally highlighted the presence of a royalist faction among a crowded f…
Bank of America strategists led by Michael Hartnett say a cut to capital spending by an AI hyperscaler is the most obvious single event that could flip the market from 'AI-awe' to 'AI-poor.' The team highlights sweeping AI disruption across services sectors, notes early signs in India tech and details large-scale portfolio rotations, stretched bull…
India's equity benchmarks closed lower on Friday, with the Nifty 50 down 1.30% and the BSE Sensex 30 off 1.25%. Sector weakness in Metals, Real Estate and Oil & Gas weighed on the market. Broader market breadth showed more decliners than advancers across both exchanges, while volatility and some commodity prices rose.
Shares of logistics and transport companies fell across Asia and other global markets after reports that U.S. AI firm Algorhythm Holdings unveiled a freight platform claimed to dramatically boost trucking efficiency. The announcement and follow-up reporting prompted heavy selling in U.S. transport stocks, a spillover into European logistics names, …
Chinese banks extended 4.71 trillion yuan in new yuan loans in January, a large increase from December but below analysts' expectations and beneath the 5.13 trillion yuan recorded a year earlier. The data, from the People's Bank of China, highlights a continued softening in credit demand, a shift toward government-driven financing, and persistent h…
A SpaceX Falcon 9 rocket launched from Cape Canaveral early on Feb. 13 carrying four crewmembers aboard the Crew Dragon capsule Freedom for an eight-month science rotation on the International Space Station. The Crew-12 team, composed of U.S., French and Russian flight crew, is scheduled to dock after a roughly 34-hour transit and will join existin…
Shares of Aeroports de Paris (ADP) dropped more than 2% after France's transport regulator rejected the company's second tariff submission for 2026, maintaining a freeze on charges for the year and raising questions about the framework for 2027-34 tariffs and returns assumptions used in negotiations.
European software equities have fallen over 40% from their July peak as investors recalibrate valuations amid mounting AI-related worries. UBS research led by Michael Briest highlights sharply lower forward P/E ratios across its coverage and calls for a longer-term view that incorporates IFRS and non-IFRS metrics, recurring revenue multiples and fr…
Ekrem Imamoglu, Istanbul's mayor and formal presidential nominee of the main opposition Republican People’s Party (CHP), has urged President Tayyip Erdogan to call early elections and said Erdogan would be defeated if he ran now. Speaking via his lawyers from Silivri prison, Imamoglu said the government is increasing pressure on the opposition as h…
The European Union's trade surplus declined to 12.9 billion euros in December from 13.9 billion a year earlier, driven by weaker machinery, vehicle and chemical exports. A 12.6% fall in exports to the United States cut the surplus with that market by about a third to 9.3 billion euros, while the bloc's deficit with China widened to 26.8 billion eur…
UBS downgraded Evergy (EVRG) from Buy to Neutral while nudging its price target up to $88 from $86, saying recent regulatory outcomes and a stronger share price leave less room for further rerating. The utility trades near its 52-week peak and carries a P/E of 22.22 and a 3.45% dividend yield. UBS describes the risk/reward as balanced as Evergy pur…
Applied Materials reported guidance for the second quarter that topped analyst expectations, prompting an 11.7% premarket jump in its shares. Management attributed the stronger outlook to accelerated industry investment in AI computing and rising demand for higher-performance, energy-efficient chips across logic, high-bandwidth memory and advanced …
Aluminum prices in London fell after reports that the U.S. administration is considering narrowing the scope of tariffs on certain metal products. The review, which could exempt some items and limit the expansion of tariffed goods, follows criticism that the duties are increasing costs for American consumers and businesses.
Norwegian Air Shuttle says it will not adopt Starlink inflight Wi-Fi at present, with CEO Geir Karlsen citing the airline's current paid-service arrangement and limitations on passenger charging and Boeing 737 certification. Major carriers are signing up to Starlink, but low-cost airlines that rely on ancillary revenue are less inclined to switch.
UBS adjusted its stance on Edison International (EIX), moving the stock from Buy to Neutral while increasing its price target. The broker pointed to recent share appreciation and a delayed legislative catalyst as reasons to temper near-term upside, even as the utility raises its dividend and pursues securitization to address wildfire-related costs.
UBS upgraded Xcel Energy (XEL) from Neutral to Buy and increased its price target to $89 from $81. The firm highlights a high-quality, fully regulated 9% EPS growth profile, rising data center load upside and a dividend track record, arguing these factors are not fully reflected in the current share price.
Bank of America has trimmed its expected March rate cut from 100 basis points to 50 basis points for the Central Bank of the Republic of Turkey, citing stronger-than-expected inflation readings and persistent CPI pressures. The bank now projects a March policy rate of 36.50%, a subsequent return to 100bp easing per meeting from April, and a year-en…
Raymond James upgraded Rayonier (NYSE: RYN) from Outperform to Strong Buy and increased its price target to $28 from $26 after the company completed its merger with PotlatchDeltic and delivered stronger-than-expected fourth-quarter results. The combined business controls more than 4.1 million acres of U.S. forestry, holds approximately $300 million…
Raymond James reduced its recommendation on IPG Photonics from Strong Buy to Outperform while boosting its price target to $180 from $97. The move follows strong fourth-quarter results that beat the firm's forecasts, rapid recent share appreciation and a sharp expansion in valuation multiples. The analyst highlighted growth drivers tied to CROSSBOW…
Nissan Motor's stock climbed nearly 9% after the company reported a swing to operating profit in the third quarter of its fiscal year ending March, posting a gross-margin beat despite revenue coming in below consensus. Macquarie upgraded the stock to Neutral and raised its price target after highlighting favourable foreign exchange, better-than-exp…
Shares of major European defense contractors rose on Friday after the UK unveiled an air-defense support package for Ukraine valued at over £500 million. The announcement includes direct missile deliveries, a £150 million contribution to NATO's PURL, a Belfast-made missile order, and future shipments of missiles and artillery rounds coordinated thr…
Piper Sandler launched coverage of Climb Bio (CLYM) with an Overweight rating and a $23 price objective, implying more than 330% upside from the stock's recent price. The firm emphasized clinical progress of budoprutug across three indications and the differentiated profile of CLYM116, while noting the company's balance sheet supports near-term dev…
Piper Sandler cut Hercules Capital Inc.'s rating from Overweight to Neutral and reduced its price target to $17.50 from $20.50 following the company's fourth-quarter results. The firm flagged Hercules' sizable software portfolio - roughly 35% of assets - as vulnerable to disruption from artificial intelligence, and trimmed near-term earnings foreca…
Chipotle (CMG) looks neither deeply undervalued nor richly expensive. The shares trade near $35.84 with a ~30-31x P/E and strong return metrics, but 2025 traffic weakness and margin trade-offs in 2026 mean upside depends on re-accelerating visits. A measured, mid-term buy-on-weakness approach with a defined stop and target captures upside if traffi…
