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.
H.C. Wainwright downgraded CalciMedica (NASDAQ:CALC) from Buy to Neutral following the company’s decision to discontinue its Phase 2 KOURAGE study after an Independent Data Monitoring Committee flagged a safety signal. The stock has plunged more than three-quarters in the last week, and the company is analyzing unblinded data while discussing poten…
Lazard reported adjusted fourth-quarter results that exceeded analyst expectations, driven by growth in both its financial advisory and asset management divisions. The investment bank also appointed longtime executive Tracy Farr as chief financial officer effective Feb. 1, while reporting a rise in assets under management alongside an equity market…
At least two Palestinians were killed by Israeli fire in the Gaza Strip as Hamas and Israel prepared to move into the second phase of a U.S.-brokered ceasefire. The incident, reported in eastern Khan Younis, comes amid disputed reports of casualties on both sides and ahead of negotiations over the contentious issue of Hamas disarmament and the poss…
Caterpillar said it expects a $2.6 billion tariff cost in 2026 even as fourth-quarter revenue and adjusted earnings per share increased, driven by sustained demand for backup power equipment from rapid data-center expansion. Higher tariffs and unfavorable manufacturing costs reduced operating profit for the quarter despite price increases across in…
Cybersecurity firms SentinelOne and Censys conducted a 293-day analysis of publicly accessible deployments of open-source large language models, finding a substantial number of instances where safety controls were absent or deliberately removed. The researchers observed system prompts in about a quarter of deployments and judged 7.5% of those as po…
ASML shares climbed after Barclays upgraded the stock to Overweight and raised its price target to €1,500 from €1,200 following the company reporting record order intake and lifting its 2026 revenue outlook. Barclays highlighted accelerating artificial intelligence-related demand, strong data-center driven lithography requirements, and several pote…
Wolfe Research increased its price target on ASML Holding NV to €1,450 from €1,400 while retaining an Outperform rating, citing stronger-than-expected fourth-quarter bookings and improved revenue guidance for calendar year 2026. The research house highlighted that much of the recent bookings are slated for 2027 delivery, prompting a material upward…
Lynx Equity lifted its price target for Sandisk to $750 from $300 three months ago, reflecting a revised valuation based on a 20x multiple of CY27 EPS. The move follows substantial recent share-price appreciation and heightened analyst activity, with market dynamics in the NAND memory sector underpinning bullish expectations.
Russian Foreign Minister Sergei Lavrov expressed skepticism about security guarantees reportedly agreed between the United States and Ukraine, saying he was unaware of their details and questioning whether such measures could deliver lasting peace. Kyiv has sought security guarantees as part of any prospective peace accord to end the ongoing war. L…
Shares of International Paper climbed sharply in premarket trading after a Bloomberg report indicated the company is considering a possible breakup. Specifics on the structure or which operations could be affected have not been disclosed, and the company has not issued an official statement. International Paper is a major global producer of fiber-b…
Wolfe Research maintained a Peerperform rating on Lam Research (NASDAQ: LRCX) after the company reported December-quarter results slightly above expectations and issued guidance that exceeded consensus. Management raised assumptions for wafer fabrication equipment spending in 2026 and signaled ongoing market-share gains, while multiple brokerages i…
Citizens analyst Patrick Walravens reiterated a Market Outperform rating on ServiceNow (NYSE:NOW) with a $260 price target. The firm highlighted guidance that beat consensus on subscription revenue for both the first quarter and fiscal 2026, while the company reported better-than-expected fourth-quarter results. Other broker actions were mixed, wit…
TD Cowen raised its price target on GE Vernova to $780 from $680 while keeping a Buy rating. The firm pointed to robust order momentum, meaningful gas power commitments and margin accretion in the backlog as drivers for the move. The stock climbed on the announcement and other analysts have also increased targets following the company’s strong quar…
J.P. Morgan updated coverage across several European steel names, upgrading Aperam to overweight while downgrading Acerinox and cutting SSAB to neutral. The moves reflect differing company exposures to European end-markets and anticipated policy changes: an EU proposal to reduce duty-free steel imports by roughly 40% and the next phase of the Carbo…
VF Corp reported third-quarter revenue above expectations and raised a cautiously optimistic near-term sales outlook, but executives warned that new tariffs are beginning to weigh on profitability and will likely reduce fiscal 2026 profits by roughly $100 million. Strength at The North Face and Timberland contrasted with continued weakness at Vans.
Toyota Motor retained its position as the world’s largest automaker in 2025, reporting record global deliveries of 10.5 million vehicles, a 3.7% rise year-on-year. The company outpaced Volkswagen Group and Hyundai Motor Group, and saw notable U.S. growth driven by hybrid models, while absorbing tariff costs and raising its full-year operating profi…
Warrior Met Coal (HCC) trades at elevated multiples but sits on a large cash cushion and low leverage. If Blue Creek meaningfully lowers unit costs and boosts production, the company can convert its cash cushion into positive free cash flow and justify a return toward its 52-week highs. This trade idea outlines an actionable long with entry, stop, …
UBS increased its price target on Tesla to $352 from $307 but left its rating at Sell, citing a meaningful rise in planned capital expenditures to support artificial intelligence projects. The bank warns the stock is richly valued relative to fundamentals, expects significant cash burn in 2026 tied to expanded capex, and says Tesla's AI ventures ar…
Citizens reaffirmed a Market Outperform rating on Meta Platforms Inc., setting a $900 price objective that implies roughly 35% upside from the prevailing share price. The firm pointed to rising engagement—led by Instagram Reels, Facebook video, and Threads—and the progressive integration of large language models into recommendations as central to r…
Citizens has reaffirmed its Market Outperform rating on LendingClub and maintained a $23.00 price target, citing stable credit metrics, rising originations, product expansion and greater marketplace loan demand. The firm described a recent after-hours pullback as a temporary pricing mismatch and flagged valuation thresholds at which it would increa…
Needham has launched coverage of Amprius Technologies (NYSE: AMPX) with a Buy rating and a $20.00 price target, implying roughly 67% upside from the then-current share price of $11.98. The research note highlights Amprius as a near-pure supplier to the unmanned aerial systems (UAS) sector and spotlights rapid recent revenue growth, a capital-light …
Citizens has reaffirmed a Market Outperform rating and a $65.00 price target on Hinge Health Inc (HNGE), implying roughly 73% upside from the current share price of $37.65. The call follows sector due diligence and comes ahead of Hinge Health’s fourth-quarter 2025 results scheduled for February 10 after markets close. Other research firms have also…
easyJet has engaged in discussions with Elon Musk’s Starlink about equipping aircraft with on-board Wi‑Fi, but the carrier's chief executive says the current economics do not justify adoption. The airline is also evaluating other vendors in a market the CEO describes as rapidly changing and will continue monitoring offerings and prices before commi…
Oil benchmarks jumped to multi-month highs as tensions between Washington and Tehran intensified amid the arrival of a U.S. naval group in the region. Market gains were notable for Brent and West Texas Intermediate futures, yet analysts at Kepler Cheuvreux argue the chance of meaningful Iranian crude supply disruption is limited. Kepler points to t…
UnitedHealth (UNH) is a structurally advantaged insurer and healthcare services platform that just got cheaper after a policy surprise and disappointing top-line guidance. Fundamentals still show strong free cash flow, a reasonable valuation and operating leverage through Optum. This trade buys the dip with a defined stop and a 180 trading-day targ…
