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.
PJM Interconnection issued a Maximum Generation Emergency/Load Management Alert and an Energy Emergency Alert 1 (EEA1) on Monday, setting the alert for the full day on Tuesday, January 27, 2026. The operator forecasts a winter record peak of 147,200 megawatts (MW) for that day and has asked generation dispatchers to report estimated return times fo…
Microsoft announced the Maia 200, a new AI inference accelerator built on TSMC's 3nm process and equipped with native FP8/FP4 tensor cores, 216GB of HBM3e, and 272MB of on-chip SRAM. The company says the chip delivers over 10 petaFLOPS in 4-bit precision and over 5 petaFLOPS in 8-bit within a 750W power envelope, and will be used to run OpenAI's GP…
Naim Qassem, deputy leader of Lebanon's Iran-aligned Hezbollah, said the group is concerned about threats from Washington directed at Iran, especially any threat to Supreme Leader Ayatollah Ali Khamenei. Qassem said Hezbollah is prepared to defend itself and will determine its response in due course, adding that mediators indicated the U.S. and Isr…
First Citizens BancShares trades at roughly 12x earnings and about 1.17x book at a $25B market cap, which reads as “undervalued” for a top-20 U.S. bank. But price action is still heavy: FCNCA is below its 10- and 20-day averages, RSI is subdued, and MACD remains in bearish momentum. This is a tradeable bounce setup, not a blind value hold - with an…
The aircraft carrier USS Abraham Lincoln, accompanied by multiple guided-missile destroyers, has moved into the Middle East region under U.S. Central Command, U.S. officials said. The deployment expands U.S. military options to protect forces or to take action against Iran amid recent tensions tied to nationwide protests in Iran. Additional fighter…
Bank of America finds that the second week of Q4 earnings remains constructive but trails the strong momentum seen in Q3. While a majority of companies have topped profit expectations, sales beats are fewer and investor responses to positive surprises have turned muted. Industrial firms report limited near-term improvement in demand, and guidance h…
Microsoft unveiled the Maia 200, the second generation of its internally developed AI accelerator, which this week begins operation in a data center in Iowa with a follow-up deployment planned in Arizona. The company is also releasing a set of programming tools, including Triton contributions from OpenAI, to counter Nvidia's software lead with deve…
Jefferies has increased its 12-month price target on Southwest Airlines (LUV) to $45 from $42 while maintaining a Hold rating. The revision follows Southwest's completion of a fleetwide seat reconfiguration and management guidance for meaningful EBIT contributions from assigned seating and Extended Leg Room offerings. Other broker moves, operationa…
Norwegian equities closed modestly higher on Monday, with the Oslo OBX rising 0.29% as Healthcare Equipment & Services, Pharma Biotech & Life Sciences and Utilities were the strongest sectors. Gains in insurers, shipping and telecoms contrasted with losses among semiconductor and energy producers. Commodity and currency moves accompanied equity tra…
Nvidia has taken a $2 billion stake in CoreWeave at $87.20 per share as part of a broadened partnership designed to accelerate the construction of more than 5 gigawatts (GW) of AI-focused data center capacity by 2030. Raymond James projects significant potential revenue for Nvidia from the build-out, while also framing the move as an attempt to rei…
Israel's equity benchmark, the TA 35, closed higher on Monday, reaching a fresh record as gains in Banking, Oil & Gas and Technology stocks lifted the market. Several individual names posted strong advances — including two that hit all-time highs — while other sizable components slipped. Commodity and currency movements were mixed, with crude and B…
Nearly all economists surveyed expect the Bank of England to keep Bank Rate at 3.75% at its February meeting, and a slim majority now foresee a 25 basis-point cut to 3.50% in March. The poll reflects stronger recent private sector growth, resilient retail sales and sticky inflation, leaving policymakers divided after a narrow decision to cut rates …
Greek equities ended Monday's trading session higher, with the Athens General Composite rising 0.64% to a fresh five-year high. Gains were concentrated in the Banking, Construction and Travel sectors, while market breadth showed more advancers than decliners. Several individual stocks reached new multi-year or all-time highs. Commodity and currency…
As attacks on Ukraine's heating and power systems continue, artists in Kyiv are improvising to keep studios warm enough to work. Painters describe frozen tubes of paint, makeshift heating from camping stoves and boiled kettles, and the tension of having members of their collective serving at the front - one reported missing in action. Despite the c…
Booz Allen Hamilton's stock dropped 8% after the U.S. Treasury Department cancelled all contracts with the firm, citing failures in safeguarding sensitive taxpayer information. The move affects 31 contracts worth $4.8 million in annual spending and $21 million in total obligations and follows a data theft by a former employee that exposed roughly 4…
Transportation Secretary Sean Duffy told CNBC that the Federal Aviation Administration will need two more days to recover from a weekend winter storm that prompted massive cancellations and delays across U.S. aviation. Airlines have waived cancellation fees as operations and staffing recover, with Duffy targeting Wednesday as the return to normal o…
Canada's prime minister said the formal review of the U.S.-Mexico-Canada Agreement, scheduled to begin later this year, will be thorough. He characterized U.S. President Donald Trump as a strong negotiator and urged that recent critical remarks be considered in the context of upcoming USMCA talks. The three-nation pact entered into force in July 20…
BMO Capital has maintained its Outperform rating and $370 price target on Celestica (CLS) ahead of the company's fourth-quarter 2025 results, citing a stronger outlook for the company's TPU business and ongoing hyperscaler capital expenditure as potential catalysts for upside into fiscal 2026. Celestica has posted double-digit revenue growth and su…
Truist Securities cut its price target for OFG Bancorp to $44 from $48 while keeping a Buy rating, after the bank reset guidance to reflect a lower net interest margin and slightly slower loan growth. The firm reduced its 2026 EPS estimate to $4.20 and introduced a 2027 EPS of $4.60, applying an unchanged 10.5x multiple to the revised 2026 figure. …
Truist Securities trimmed its price objective on Ally Financial to $50 from $51 while keeping a Buy rating, citing weaker-than-expected margin guidance and concerns around charge-offs tied to lease terminations. The bank beat fourth-quarter earnings forecasts but provided guidance for a somewhat softer net interest margin and modest improvement in …
Truist Securities reiterated a Buy rating on Frontdoor Inc. (FTDR) and set a $71 price target after observing improved consumer spending trends in the fourth quarter. The firm highlighted gains in card spending, transaction counts and average revenue per transaction, and expects Frontdoor to report fourth-quarter revenue above consensus. InvestingP…
Truist Securities increased its price target for Pinnacle Financial Partners to $119 from $118 and kept a Buy rating after incorporating the closed Synovus merger and updated pro forma guidance. The firm raised operating EPS estimates for 2026 and 2027 and modeled modest revenue growth and positive operating leverage for 2027. Pinnacle reported mix…
Truist Securities raised its price target on Huntington Bancshares to $21.00 from $20.00 and kept a Buy rating, noting signs that expense-related uncertainty may be easing and that revenue synergies from recent deals could boost top-line guidance. The bank’s recent quarterly results were mixed, with adjusted EPS beating expectations but revenue sli…
Bank of America identifies a cluster of compute-oriented semiconductor firms whose valuations, the bank says, remain materially below historical norms even as AI-related investment accelerates. BofA highlights Nvidia, Broadcom, AMD and Credo as preferred compute plays, pointing to strong forecasted sales and earnings growth from 2025-2027 and a com…
Stocks across market-cap segments moved unevenly on Monday. Mega-cap semiconductor names Intel and AMD posted declines, while Cisco and Oracle were among the notable gainers. Activity extended beyond the largest names, with biotech, mining, cloud compute, and SPAC-related listings recording some of the largest percentage changes.
