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.
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 …
Monness, Crespi, Hardt raised its price target on Meta Platforms Inc. to $890 from $808 and kept a Buy rating, updating 2026 forecasts to reflect higher revenue but lower earnings per share after the company’s fourth-quarter 2025 performance. Meta’s recent quarterly beat, robust revenue growth and high gross margins drew support from several other …
DA Davidson has maintained its Buy rating and $235 price target on Crane Co (CR), reflecting the firm's view that recent acquisitions and solid segment fundamentals underpin near- and medium-term performance. The research house updated its 2026 and 2027 estimates to account for four acquisitions and sees modest EPS accretion in 2026 with stronger c…
DA Davidson increased its price target on Jack Henry to $216 from $190 and left its Buy rating intact, ahead of the company’s fiscal second-quarter report. The move joins a string of analyst upgrades and higher targets, while company data points to strong financial metrics and a modest undervaluation by fair value assessment.
On Jan 29 U.S. software shares tumbled after mixed results from major vendors heightened investor concern that AI-related entrants could erode demand for traditional enterprise software. ServiceNow plunged after its post-earnings move despite topping annual subscription revenue estimates, while SAP sank following a cautious cloud outlook and weaker…
Morocco's equity benchmark closed marginally lower on Thursday, with the Moroccan All Shares index down 0.04% as losses in the Utilities, Banking and Mining sectors outweighed strength in several individual names. Lesieur Cristal, Managem and SMI posted the session's biggest gains, while S2M, Ste de Travaux de Realisation d’Ouvrages et de Constucti…
Craig-Hallum initiated coverage of StubHub Holdings (NYSE: STUB) with a Hold rating and a $12 price target, a level beneath the stock's trading price of $14.27. The firm praises StubHub's position as the leading secondary ticket marketplace and notes robust revenue growth, but expresses skepticism about Street assumptions for a sharp ramp in direct…
TD Cowen raised its price objective on Lam Research to $290 from $170 and retained a Buy rating after the company presented an elevated wafer fabrication equipment (WFE) outlook for 2026. Lam’s internal forecasts and recent results, along with upward revisions from several brokerages, underpin the more bullish analyst stance even as valuation appea…
TD Cowen cut its price target on ServiceNow to $185 from $200 while retaining a Buy rating after the company reported quarterly results that TD Cowen called "strong." The research note highlighted modest beats in organic current remaining performance obligations, robust gross margins, and growth in revenue, even as the stock trades well below its p…
TD Cowen has kept its Buy rating and $270 price target on Danaher, even after the stock slid following fourth-quarter results and guidance for the first quarter of 2026 that fell slightly below consensus. Analysts broadly remain positive, but early signals point to a more muted 2027 growth outlook and a conservative management tone as a new CFO joi…
TD Cowen reduced its price target for AT&T to $32 from $33 and kept a Hold rating after the telecom reported mixed fourth-quarter 2025 results. The firm pointed to weaker-than-expected phone subscriber additions but stronger-than-expected EBITDA, and described 2026 guidance as reasonable in a competitive environment. KeyBanc reiterated an Overweigh…
TD Cowen maintained its Buy rating and $820 price target on Meta Platforms Inc. after the company reported fourth-quarter results that topped consensus. Meta beat estimates on revenue and operating income, cited double-digit impressions growth and provided first-quarter revenue guidance above Street expectations, while multiple other firms adjusted…
ESS Tech, Inc. (NYSE: GWH) saw its stock fall 10.4% following the announcement of a registered direct offering valued at approximately $15 million. The package includes common shares or pre-funded warrants priced at $1.75 per unit, with the pre-funded warrants carrying an exercise price of $0.00001 and immediate exercisability. Aegis Capital Corp. …
Perpetua Resources (PPTA) has moved from developer to builder on the Stibnite gold-antimony project, and recent equity financing has cleared a major funding hurdle. The stock trades near $31.80 after a pullback; much of the construction-value and strategic-commodity premium appears priced in. This trade idea recommends a cautious, mid-term neutral …
TD Cowen bumped its price target on Tesla to $519 from $509 and left a Buy rating in place after the automaker’s fourth-quarter report, pointing to margin upside and progress on RoboTaxi and robotics initiatives as the basis for improving sentiment. Other brokerages remain divided, with price targets ranging widely and differing views on Tesla’s ca…
Craig-Hallum increased its price objective on Planet Labs to $33 from $30 while keeping a Buy rating, pointing to the company’s differentiated capabilities, favorable cost-to-performance profile, advanced AI use, and expanding sovereign and defense markets. The research house also emphasized a detailed pricing comparison of imagery providers and no…
Carvana shares climbed 6% after tumbling 14% the prior day following a short report. Several Wall Street analysts publicly disputed key assertions in the report, defended Carvana’s business metrics, and reiterated favorable ratings and targets for the stock. The short report focused on Carvana’s relationship with DriveTime.
