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.
Bernstein analyst Stacy Rasgon raised the price target for Lam Research (LRCX) to $275 from $225 and retained an Outperform rating, increasing the valuation multiple to 40x. The firm pointed to the company’s exposure to several industry inflection points and suggested Lam could meet its calendar 2028 analyst-day targets as early as fiscal 2027. The…
Truist Securities has reiterated a Buy rating on Gilead Sciences (NASDAQ:GILD) and held a $145 price target following an in-depth review of the company’s HIV franchise. The firm cited the franchise as the primary driver of Gilead’s modeled fair value, while also pointing to potential upside from oncology, immunology and other pipeline programs. Mar…
Cantor Fitzgerald increased its price target on Meta Platforms to $860 from $750 and maintained an Overweight rating following a fourth-quarter performance that exceeded expectations. The firm pointed to robust margins and meaningful benefits from AI deployments across Meta's core businesses, and raised its fiscal 2027 revenue and EPS forecasts. Se…
Truist Securities increased its price objective on C.H. Robinson Worldwide (CHRW) from $190 to $210 while retaining a Buy rating, pointing to sustained market share gains, margin improvement in North American Surface Transportation, and productivity-driven structural cost reductions. The firm said these factors support a $6 EPS framework even witho…
Bernstein SocGen Group has reaffirmed an Outperform rating on Starbucks (SBUX) with a $100 price target, while expressing caution that the company must lay out a credible plan to accelerate earnings per share at its upcoming investor day. The firm highlights strong management execution but warns limited upside in valuation unless EPS growth materia…
Truist Securities trimmed its 12-month price target for Landstar System to $145 from $150 and retained a Hold rating after the company reported fourth-quarter 2025 results that were hurt by discrete insurance items. While pricing trends showed improvement in January and heavy haul operations remain strong, soft volumes and ongoing pressure in the O…
Cantor Fitzgerald reaffirmed an Overweight rating and a $79.00 price target on Boston Properties Inc. (BXP) after the company reported fourth-quarter 2025 results. The target implies roughly 23% upside from the stock's then-current price of $64.28. The firm highlighted a modest guidance miss tied to higher general and administrative expenses, but a…
First Solar shares fell sharply after comments from Tesla leadership about building integrated, large-scale solar cell production raised concerns about future module supply and pricing. BMO Capital Markets lowered its rating on First Solar and trimmed its price target, citing the potential for Tesla to expand U.S. manufacturing capacity and the res…
Trading on Thursday produced notable divergences across market-cap segments. Several large-cap technology names, including Microsoft and Salesforce, posted steep declines, while travel and leisure names such as Royal Caribbean and Southwest Airlines delivered strong gains. The session featured heavy losses among many mid- and large-cap technology a…
Oracle Corp. has seen its share price fall by over 50% from the record high set last year, wiping out about $463 billion in market capitalization as investor enthusiasm for AI-linked investments cools and scrutiny grows around the company’s relationships with OpenAI and related capital deployments. Broader technology sector weakness, amplified by a…
Turkish equities closed higher on Thursday, led by gains in the Leasing & Factoring, Banking and Wholesale & Retail Trade groups. The BIST 100 rose 3.16% to a fresh all-time high, with notable winners including Turkiye Sise ve Cam Fabrikalari AS, Cw Enerji and Kiler Holding. Commodity and currency markets posted mixed moves alongside the rally.
Bernstein analyst David Dai increased his price objective for ASML to $1,911 from $1,642 and maintained an Outperform rating following the company’s unexpectedly large fourth-quarter bookings. ASML reported €13.2 billion in net bookings, a backlog rise to €38.8 billion, and set 2026 revenue guidance above consensus at the high end. Multiple banks a…
Bernstein raised its price target for Seagate Technology to $500 from $370 and maintained an Outperform rating after the company delivered stronger-than-expected fiscal second-quarter 2026 results. Seagate beat revenue, margin and adjusted EPS forecasts, reported resilient average selling prices and disclosed accelerated cost improvements tied to H…
Micron is trading near fresh 52-week highs on strong AI-driven demand for memory and storage. Fundamentals show healthy profitability and cash generation, while technicals signal momentum — but the stock is extended. This trade idea lays out a concrete entry at $430.55, a stop at $395.00, and a target at $520.00 for a mid-term (45 trading days) swi…
DA Davidson raised its 12-month price target on Trustmark Corporation to $44.00 from $42.00 while retaining a Neutral rating. The move follows an earnings update in which diluted EPS outpaced expectations but pre-provision net revenue per share fell short. Trustmark’s guidance for 2026 was described as largely in line with market expectations, supp…
DA Davidson has reaffirmed a Neutral rating and a $76.00 price target on Prosperity Bancshares (PB) as the regional bank moves toward closing several acquisitions, including a roughly $2.0 billion deal for Stellar Bancorp. The firm cites an attractive valuation versus historical norms but remains wary of integration and loan-runoff risks. Prosperit…
New Fortress Energy (NFE) remains a high-risk, high-reward name trading on restructuring headlines and a handful of large supply contracts. Balance sheet risk is real, but recent Puerto Rico contracts and extended creditor forbearance create a path to survival. This trade aims to buy the equity at current levels and capture a volatility re-price wh…
The latest note from Sevens warns that President Donald Trump’s apparent endorsement of a softer U.S. dollar has become an additional force pushing the economy toward a so-called "run-hot" state. The firm says the administration’s broader policy moves were already heating activity, and that further dollar depreciation amplifies inflationary pressur…
ByteDance and Alibaba are preparing to introduce upgraded AI models during the Lunar New Year holiday in mid-February. ByteDance plans to release three models spanning language, image and video generation, while Alibaba is expected to launch an advanced reasoning model. Both companies are leveraging the holiday period for heightened user attention …
Saba Capital Management, L.P., a roughly ten-percent holder of BlackRock ESG Capital Allocation Term Trust (NASDAQ: ECAT), sold 189,880 shares of common stock in two transactions on January 27 and January 28, 2026, for a combined $2.95 million. The trades priced between $15.53 and $15.54 per share. After the sales, Saba’s position decreased to 25,4…
AMC Entertainment said it expects a fourth-quarter net loss of $127.4 million, wider than analyst estimates, and reached an agreement with certain creditors - including those tied to its Odeon European unit - that could allow debt refinancing to reduce interest costs and push out maturities. The company reported only modest year-over-year box offic…
ServiceNow shares fell about 5% in after-hours trading despite DA Davidson reiterating a Buy rating and $220 price target. The enterprise software company reported strong fiscal results and raised FY26 estimates, but organic growth guidance that fell short of investor expectations pressured the stock, which is trading well below its 52-week high an…
DA Davidson has reaffirmed a Neutral rating and a $62.00 price target on Mondelez International (MDLZ) ahead of the company’s fourth-quarter 2026 results and initial fiscal year 2026 guidance, with the earnings release expected on February 3. The firm points to a mixed risk-reward profile: consumption trends remain strained amid pricing and macro h…
DA Davidson has reaffirmed its Buy rating on Modine Manufacturing (NYSE:MOD) and kept a $200 price target ahead of the company’s fiscal third-quarter 2026 earnings report set for February 4. The firm’s note follows quarterly channel checks with North American contacts tied to major overhead and commercial vehicle customers and highlights the compan…
DA Davidson increased its price objective for Western Alliance Bancorporation to $105 from $104 and left its Buy rating intact. The move follows a quarter that modestly outperformed pretax estimates and more strongly beat on an after-tax basis due to a lower quarterly tax rate. The bank’s recent guidance and revenue momentum underpin the analyst's …
