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.
Cantor Fitzgerald reiterated an Overweight rating and $510 price target on Tesla after the automaker’s fourth-quarter results outperformed consensus on revenue, gross margin and earnings. The company reported a second consecutive year of lower vehicle deliveries and announced stepped-up capital spending and new production timelines for multiple pro…
KeyBanc Capital Markets identified six consumer and retail companies it views as best positioned to grow through 2026. The list spotlights firms with strategic initiatives, market share gains, and potential operational improvements across e-commerce, grocery, convenience retail, discount retail, mattress retailing, and home goods.
Cantor Fitzgerald lowered its 12-month price target on Paycom Software (PAYC) from $170 to $135 while retaining a Neutral rating. The research note highlighted an in-line revenue outlook for the fourth quarter, potential slight EBITDA upside tied to October workforce reductions, and an environment of intense competition and soft demand that may lim…
Cantor Fitzgerald raised its price objective on Lam Research to $320 while retaining an Overweight rating, citing the company's robust calendar year 2025 results, above-consensus guidance for the March quarter, and a positive wafer fabrication equipment outlook for 2026. Other major brokerages have also moved higher on Lam following earnings and gu…
Cantor Fitzgerald has reiterated an Overweight rating and a $590.00 price target on Microsoft (MSFT) after the company's recent financial disclosures. InvestingPro data shows a broad buy consensus for the stock, with price targets ranging from $450 to $730. Microsoft reported significant year-over-year revenue growth driven by Copilot adoption and …
Cantor Fitzgerald has reiterated an Overweight rating and maintained a $200.00 price target on ServiceNow after the company reported quarterly results that outpaced expectations on several key metrics. The company showed stronger-than-forecast cRPO and subscription revenue growth, solid margins, and guidance above Street estimates, even as some ana…
Copper on the London Metal Exchange surged into record territory, climbing 11% to $14,527.50 a ton in a one-day leap driven by speculative flows and short-covering. The rapid advance has left bearish investors exposed and put funds on a decision point as concerns mount over soft industrial demand and potential volatility if market participation thi…
Allies of the United States are increasingly pursuing trade diversification and bilateral deals to 'de-risk' economic ties with Washington. While military and technological dependence on the U.S. endures, recent agreements and corporate moves indicate goods trade can be reconfigured relatively quickly at manageable economic cost. Constraints includ…
Byline Bancorp director Phillip R. Cabrera acquired 169 shares of the company's common stock on January 28, 2026, for $31.03 per share, a total of $5,244. The purchase increases his direct holdings to 15,871 shares, with an additional 4,129 shares held indirectly through a revocable trust. The transaction comes after Byline reported fourth-quarter …
ONEOK (OKE) looks attractively priced for a mid-term rebound: a 5%+ dividend, nearly $3B in free cash flow, and catalysts from a cold snap-driven gas rally and merger synergies. I lay out a specific entry, stop and $90 target for a 45-trading-day trade with clear risk controls.
ServiceNow shares fell about 5% in after-hours trading even after the company reported strong fourth-quarter 2025 results and set an optimistic initial outlook for fiscal 2026. Bernstein SocGen Group kept an Outperform rating and a $219 price target, citing a revenue beat and healthy gross margins, while other brokerages offered a range of response…
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…
