Breaking News To Trading Moves

Shirish Agarwal

Breaking News to Trading Moves delivers fast, actionable trading ideas straight from the headlines. Each episode cuts through the noise of daily news and translates it into clear short- and long-term trade setups you can actually use. Whether it’s earnings surprises, policy shifts, or market-moving events, you’ll get sharp insights on which stocks, sectors, and themes to watch. Perfect for traders who want to stay ahead of the market without wasting time, this podcast gives you the edge to turn breaking news into smart trading moves.

  1. The Bank Offensive: Reclaiming the Private Credit Frontier

    14H AGO

    The Bank Offensive: Reclaiming the Private Credit Frontier

    Bank of America just made a big, balance-sheet-backed push into private credit. $BAC is committing $25B to private credit deals as Wall Street banks try to compete more directly with alternative asset managers in a fast-growing part of corporate lending. A sharp selloff in several private-market managers after $OWL halted redemptions at a fund and sold assets to pay down debt, highlighting liquidity and sentiment risk in the space. Why this matters for markets Private credit has been taking share because it can move faster than traditional bank lending and often faces different (typically lighter) constraints than banks. Now, big banks are trying to “take it back” by committing their own capital, aiming to keep client relationships, fees, and deal flow in-house. What to watch next 1. Bank-led private credit = fee + spread opportunity, but also more credit-cycle exposure. 2. Alt managers can still win on speed and structure, but sentiment can crack quickly if liquidity headlines hit. 3. Any sign of rising defaults, weak recoveries, or “gating” headlines can reprice the whole complex. Winners Money-center banks expanding private credit platforms More direct lending means more net interest income potential, more private equity sponsor wallet-share, and better ability to defend relationships from alts. Names: $BAC (Bank of America), $JPM (JPMorgan Chase), $GS (Goldman Sachs) Alternative managers with diversified credit platforms and scale Even if banks step in, the pie is still growing; the biggest players often have origination networks, sponsor ties, and product breadth that can keep flows coming. Names: $BX (Blackstone), $APO (Apollo Global Management), $ARES (Ares Management) Credit-ratings and risk analytics tied to broader credit issuance activity More private and public credit activity typically increases demand for credit assessment, surveillance, and risk tools, especially as investors scrutinize underwriting quality. Names: $MCO (Moody’s), $SPGI (S&P Global) Losers Private-market managers most sensitive to liquidity headlines and redemption restrictions “Gating” or halted redemptions can hit confidence, raise funding costs, and pressure assets under management growth (and therefore fee expectations). Names: $OWL (Blue Owl Capital), $CG (Carlyle Group) Public BDCs and direct lenders facing tighter spreads as banks bring cheaper balance sheets If banks price aggressively to win deals, spreads can compress and competition can intensify in sponsor-backed lending. Names: $ARCC (Ares Capital), $OBDC (Blue Owl Capital Corporation), $MAIN (Main Street Capital) Highly leveraged borrowers dependent on easy refinancing If underwriting tightens or “risk premium” rises after volatility, the weakest credits can face higher rates, tougher covenants, or reduced access to capital. Names: $CCL (Carnival), $CHTR (Charter Communications) #StockMarket #Trading #Investing #DayTrading #SwingTrading #Banks #Financials #PrivateCredit #DirectLending #CreditMarkets #AlternativeAssets #PrivateEquity #LiquidityRisk #RiskManagement #WallStreet

    14 min
  2. The Twenty Billion Dollar Orthopedic Pivot

    16H AGO

    The Twenty Billion Dollar Orthopedic Pivot

    Johnson & Johnson weighs $20B+ DePuy Synthes sale: medtech shake-up Welcome back to Breaking News to Trading Moves: Long and short trading ideas. Today’s headline: Johnson & Johnson is exploring a potential sale of its orthopedics unit, DePuy Synthes, in a deal that could top $20B. What happened $JNJ is preparing for a possible sale of DePuy Synthes, with private equity seen as the most likely buyer group. The company is reportedly getting financials and documents ready ahead of meetings with potential buyers in the coming weeks. This is notable because $JNJ previously said it planned to separate the orthopedics unit into a standalone company within 18–24 months, but it’s signaling it may be open to other paths. Why this matters for markets 1. Portfolio reshuffle, faster than a spinoff A sale can be faster and cleaner than a multi-step spinoff. Investors will focus on what $JNJ does with proceeds: buybacks, debt reduction, or reinvestment into higher-growth segments. 2. Orthopedics is big revenue, but lower growth versus other areas DePuy Synthes generated about $9.3B in sales in 2025, so any divestiture changes the earnings mix meaningfully. 3. Litigation overhang is part of the story $JNJ has faced many hip-implant lawsuits tied to the unit and has resolved nearly all of the nationwide ASR hip claims. That lowers uncertainty, potentially making the asset easier to finance and underwrite. Winners Orthopedics competitors (share shift, customer disruption) If $JNJ is in a transition period (sale process, separation planning, leadership changes), rivals often get a shot at winning hospital contracts and surgeon loyalty. Names: $SYK (Stryker), $ZBH (Zimmer Biomet) Deal ecosystem and capital markets (fees, financing, advisory) A $20B+ carve-out typically drives advisory fees, financing activity, and potential syndicated debt issuance if private equity leads the bid. Names: $GS (Goldman Sachs), $JPM (JPMorgan Chase) Private equity and alternative asset managers (large-ticket buyout opportunity) If buyout firms pursue the asset, it highlights PE appetite for durable cash-flow medtech platforms and could support sentiment around big-cap alts. Names: $BX (Blackstone), $KKR (KKR) Losers Johnson & Johnson near-term (uncertainty, execution, earnings mix questions) Even if the long-term story is “focus on higher growth,” the stock can wobble on unknowns: price, tax leakage, stranded costs, and what replaces $9.3B of revenue. Names: $JNJ (Johnson & Johnson), $MDT (Medtronic) Potential strategic buyers (overpay risk, integration distraction) Reason: If a large medtech peer decides to bid, the market often worries about paying a peak multiple and absorbing integration risk in a regulated, relationship-driven business. Names: $BSX (Boston Scientific), $BAX (Baxter International) Smaller ortho and implant players (a sharper competitor post-deal) A PE-owned DePuy could push aggressive cost takeout plus commercial spending, or a strategic buyer could create a stronger scaled competitor, pressuring smaller players’ pricing. Names: $HSIC (Henry Schein), $OMI (Owens & Minor) #StockMarket #Trading #Investing #DayTrading #SwingTrading #HealthcareStocks #MedTech #Orthopedics #MedicalDevices #MergersAndAcquisitions #PrivateEquity #DealNews #Earnings #MarketSentiment

    14 min
  3. The Deere Forecast: Navigating Industrial Cycles and Tariff Headwinds

    18H AGO

    The Deere Forecast: Navigating Industrial Cycles and Tariff Headwinds

    Deere raises full-year net income forecast as construction and small-ag rebound, but flags tariff cost headwinds. What happened Deere ($DE) beat quarterly expectations and lifted its FY2026 net income outlook to $4.5B–$5.0B (up from $4.0B–$4.75B). Management pointed to cost actions plus improving demand in Construction and Small Ag and Turf, and the stock jumped on the day. Deere also warned that tariffs could add roughly $1.2B of cost in FY2026, and the farm economy backdrop is still pressured by weaker farm income. Why this matters for traders This is a “cycle read-through” story. Deere is basically saying: big-ag is still choppy, but pockets of demand are stabilising or turning up, and the company’s cost structure is doing more of the work. So you’ve got a bullish signal for select Industrials tied to construction/smaller equipment, while the tariff and farm-income notes keep a lid on anything overly “straight-line recovery.” Winners Farm and construction equipment OEMs Deere’s raised profit outlook and “rebound in construction/small ag” narrative can re-rate the whole machinery complex—investors start pricing in operating leverage as utilisation improves and discounting less-bad demand. Names: $DE (Deere), $CAT (Caterpillar), $CNH (CNH Industrial) Construction activity beneficiaries If Deere is seeing improving construction-related demand, rental fleets typically benefit from better utilisation, steadier rate cards, and higher equipment turns—especially when contractors prefer renting to manage capex. Names: $URI (United Rentals), $HRI (Herc Holdings) Precision/automation and productivity tech When farm income is tight, buyers often prioritise ROI upgrades (guidance, precision workflows, telematics, maintenance optimisation). A “soft but stabilising” equipment cycle can still support tech spend that boosts productivity and reduces operating cost per acre/hour. Names: $TRMB (Trimble), $PTC (PTC) Losers Tariff-sensitive industrial manufacturers Deere explicitly called out a large tariff-driven cost hit for FY2026. That’s a reminder that heavy manufacturing margins can get clipped fast when components/materials reprice and pricing power lags. Names: $PCAR (Paccar), $OSK (Oshkosh) Crop input makers If farmers are still dealing with weaker economics, they can delay or optimise spend on fertiliser and other inputs. Deere’s commentary keeps the “farm wallet” debate alive, even as some machinery demand improves. Names: $MOS (Mosaic), $CF (CF Industries) Agriculture credit and financing exposure The Reuters piece highlights continued pressure on farm economics. When the underlying borrower base is stressed, credit metrics matter more—higher delinquencies and tighter underwriting can ripple through lenders and financing providers. Names: $AGM (Farmer Mac), $COF (Capital One) Quick trading angles to watch Options/trend: $DE strength can drag the machinery complex higher, but keep an eye on headline risk around tariffs and any follow-through commentary from peers. Pairs idea: “Construction rebound” beneficiaries (OEMs/rentals) vs “farm wallet sensitivity” names (inputs/credit). Key watch items next: management commentary on pricing vs cost inflation, order trends in small ag + construction, and how much of the tariff hit can be offset or passed through. #StockMarket #Trading #Investing #DayTrading #SwingTrading #Earnings #Industrials #Agriculture #Construction #Machinery #FarmEquipment #Tariffs #PrecisionAg #SupplyChain #Macro #Guidance #OptionsTrading

    15 min
  4. Strategic Horizons in Aerospace and Defense Modernization

    1D AGO

    Strategic Horizons in Aerospace and Defense Modernization

    Boeing and Northrop Grumman set to move on key US government approvals What happened Boeing’s plan to buy Spirit AeroSystems cleared a major hurdle after the FTC finalised a consent order, with conditions that include divesting parts of Spirit that serve Airbus. Northrop Grumman’s Sentinel ICBM programme is heading toward a pivotal go/no-go step (Milestone B decision expected by year-end), with a test launch planned and a prototype silo project in Utah. Why it matters for markets This is a “production + defence modernisation” tape. Boeing’s supply chain control and aircraft output trajectory are the core equity catalysts, while Sentinel is a multi-year budget and execution story that can ripple across prime contractors and missile/propulsion suppliers. Winners Aerospace manufacturing and supply chain stabilisation If Boeing regains tighter control of fuselage and structural production through the Spirit deal, the market can start pricing in fewer bottlenecks, better delivery cadence, and improved quality oversight over time. Names: $BA (Boeing), $SPR (Spirit AeroSystems), $HEI (HEICO), $TDG (TransDigm Group) Defence primes tied to nuclear modernisation and missile systems Sentinel is a flagship modernisation programme. Any progress toward Milestone B and test activity supports confidence in long-cycle US strategic defence spend and keeps attention on the big primes’ backlog durability. Names: $NOC (Northrop Grumman), $LMT (Lockheed Martin), $GD (General Dynamics), $RTX (RTX) Aerospace materials and engine/aftermarket beneficiaries of higher build rates If delivery rates trend up (even gradually), it’s typically positive for parts, materials, and aftermarket servicing demand across the commercial aerospace ecosystem. Names: $HWM (Howmet Aerospace), $GE (GE Aerospace), $HON (Honeywell) Losers Airlines exposed to delivery uncertainty and fleet planning volatility Even with approvals, integration and production ramp risk can keep delivery schedules choppy. That can pressure capacity planning, route expansion, and unit cost assumptions when aircraft arrivals slip. Names: $UAL (United Airlines), $DAL (Delta Air Lines), $AAL (American Airlines) Aircraft leasing and fleet-financing sensitivity to delivery timing Lessors and financiers can get whipsawed by pushouts (delayed lease starts, altered purchase plans, re-pricing). If delivery timelines stay uneven, near-term visibility can remain a headwind. Names: $AL (Air Lease), $AER (AerCap Holdings) Defence contractors facing “execution risk premium” as scrutiny rises High-profile programmes with delays/cost overruns often increase investor focus on contract structure, margins, and oversight. That can lift the execution-risk discount applied across adjacent defence programmes. Names: $SAIC (Science Applications International), $LDOS (Leidos Holdings) 3 tradeable takeaways Boeing/Spirit = watch the “deal conditions + divestiture” headlines, then track delivery-rate commentary and supplier quality updates. Northrop/Sentinel = watch Milestone B path and any schedule clarity; this is as much about execution credibility as it is about budget. Second-order read-through = parts/materials can move on any hint of better build-rate visibility, while airlines/lessors can react to delivery confidence. #StockMarket #Trading #Investing #DayTrading #SwingTrading #Aerospace #DefenseStocks #Boeing #NorthropGrumman #Pentagon #SupplyChain #AircraftDeliveries #ICBM #NuclearModernization #USAirForce #MergersAndAcquisitions

    24 min
  5. Analog Devices’ Strong Q2 Outlook Signals AI Infrastructure Chip Demand Surge

    1D AGO

    Analog Devices’ Strong Q2 Outlook Signals AI Infrastructure Chip Demand Surge

    Analog Devices flags a stronger Q2 as AI infrastructure demand lifts chip sales Analog Devices just raised the bar for next quarter, pointing to AI-driven infrastructure demand and resilient industrial momentum. Let’s map the ripple effects across semis — with 3 winner categories and 3 loser categories. What happened Analog Devices ($ADI) guided fiscal Q2 revenue to about $3.5B (+/- $100M) and adjusted EPS to about $2.88 (+/- $0.15), both above Street expectations, citing strength tied to industrial and data-centre AI infrastructure demand. Shares jumped on the update. Winners Analog and mixed signal “AI infrastructure enablers” AI data centres and industrial automation need power management, signal conditioning, data conversion, timing, and sensing — the “support chips” that scale with every build-out. Names: $ADI (Analog Devices), $TXN (Texas Instruments), $MCHP (Microchip Technology) AI data-centre networking and connectivity AI clusters require massive bandwidth (switching, optical, interconnect). If data-centre builds accelerate, networking silicon often sees direct demand pull-through. Names: $AVGO (Broadcom), $MRVL (Marvell Technology), $ANET (Arista Networks) Semiconductor equipment and test/inspection Stronger chip demand means more wafer starts and packaging/test throughput. That tends to lift the tools and test ecosystem as capacity gets added or utilised harder. Names: $AMAT (Applied Materials), $LRCX (Lam Research), $KLAC (KLA) Losers Mobile/consumer-heavy semiconductor exposure Why they can lag: If the tape is rewarding AI infrastructure linkage, capital can rotate away from handset/consumer cycles — especially when AI capex headlines are dominating sentiment. Names: $QCOM (Qualcomm), $SWKS (Skyworks Solutions), $QRVO (Qorvo) PC/consumer electronics demand sensitivity Why they can lag: Even if fundamentals are steady, these names may underperform when investors prefer “clear AI data-centre” beneficiaries over consumer upgrade-cycle exposure. Names: $INTC (Intel), $HPQ (HP), $DELL (Dell Technologies) Legacy hardware/IT services with weaker AI infrastructure leverage Why they can lag: When the market broadens the AI trade into semis and infrastructure, slower-growth legacy stacks without clear AI monetisation catalysts can get de-rated short term. Names: $CSCO (Cisco Systems), $HPE (Hewlett Packard Enterprise), $IBM (IBM) #StockMarket #Trading #Investing #DayTrading #SwingTrading #Semiconductors #AI #DataCenters #CloudComputing #Earnings #TechStocks #AnalogChips #Networking #ChipEquipment #MarketSentiment

    11 min
  6. Medtronic Analysis: Procedural Growth Versus Guidance Headwinds

    1D AGO

    Medtronic Analysis: Procedural Growth Versus Guidance Headwinds

    Medtronic beats, but the stock drops on guidance and cost headlines What happened Medtronic ($MDT) beat quarterly profit expectations on strong demand for cardiovascular devices (notably cardiac ablation / PFA) and solid procedure volumes, but shares slipped after the company kept full-year EPS guidance unchanged and flagged cost headwinds (tax, tariffs). Why markets care This is a “demand is strong, but the bar is higher” print. It supports the theme that procedure volumes are healthy across medtech, yet investors are quick to punish conservative guidance and cost uncertainty. Winners Cardiac ablation and electrophysiology momentum (procedure growth + tech upgrade cycle) Strong cardiac ablation growth signals healthy elective/procedure demand and a continuing upgrade cycle in AFib treatment tools. Read-through can support peers with meaningful EP/cardiac device exposure. Names: $BSX (Boston Scientific), $ABT (Abbott) Broad “procedure volume” medtech read-through (more cases = more device utilization) When procedure volumes are robust, it typically lifts utilization across surgical tools, implants, and hospital supply chains tied to higher case throughput. Names: $SYK (Stryker), $ISRG (Intuitive Surgical) Hospitals and providers (healthy volumes can support revenue per bed / operating leverage) If higher procedure volumes are sticking, providers can see better OR utilization and improved mix, which can help margins and guidance sentiment. Names: $HCA (HCA Healthcare), $THC (Tenet Healthcare) Losers “Beat but guide stays flat” sentiment risk (investors fade the print) When a company beats but doesn’t raise the full-year outlook, the market often reads it as caution about the next quarter(s) or cost pressure absorbing the upside. Names: $MDT (Medtronic), $JNJ (Johnson & Johnson), $BAX (Baxter International) Acute monitoring competitive shake-up (pricing/market-share uncertainty) Medtronic’s monitoring segment is facing heightened competition after Danaher’s acquisition of Masimo, which can increase pricing pressure and raise uncertainty around share and margins in acute monitoring. Names: $DHR (Danaher), $MASI (Masimo) Tariff and supply-chain cost exposure (global manufacturing footprints) Why this group can be pressured: Management flagged tariff-related costs as a future headwind, and the broader medtech complex can see multiple compression when investors price in higher costs and slower EPS flow-through. Names: $BDX (Becton, Dickinson and Company), $EW (Edwards Lifesciences) Quick traders take The headline setup is “fundamentals good, guidance/costs matter more.” Watch for whether the market treats this as a one-day de-risking (fade the dip) or a multi-session “guidance reset” that weighs on large-cap medtech. #StockMarket #Trading #Investing #DayTrading #SwingTrading #MedTech #HealthcareStocks #Earnings #CardiacDevices #Electrophysiology #AtrialFibrillation #PFA #MedicalDevices #Hospitals #Tariffs #Guidance #WallStreet

    13 min
  7. The Western Digital SanDisk Divestiture and Deleveraging Strategy

    2D AGO

    The Western Digital SanDisk Divestiture and Deleveraging Strategy

    SanDisk drops after Western Digital announces a $3.09B secondary share sale What happened Western Digital ($WDC) plans to sell its remaining SanDisk ($SNDK) shares via a secondary offering worth about $3.09B. The sale is tied to a near-term tax deadline (Feb 21, 2026) and is aimed at accelerating debt reduction, including a debt-for-equity exchange involving affiliates of JPMorgan ($JPM) and Bank of America ($BAC). $SNDK dipped on the “new supply / overhang” headline, while $WDC ticked up on the balance-sheet improvement angle. Why this matters to traders Secondary offerings often pressure the sold stock short-term because buyers demand a discount and the market has to absorb extra supply. For the seller ($WDC), converting a stake into cash to pay down debt can improve financial flexibility and shift the narrative toward buybacks/dividends. The “pure play” angle: this reinforces $WDC’s transition toward being a more focused HDD company with a cleaner profile. Key things to watch next Pricing of the secondary (discount size, demand quality, who anchors it) Any follow-on commentary from $WDC about capital allocation (debt paydown vs buybacks) Whether $SNDK stabilises after the supply clears (often the real move comes after the deal is absorbed) Winners Deleveraging and “cleaner balance sheet” HDD/storage beneficiaries If $WDC uses proceeds to reduce debt, it can lower risk, improve earnings quality, and potentially free up room for buybacks over time. Names: $WDC (Western Digital), $STX (Seagate Technology) Deal and underwriting beneficiaries (capital markets fees) Secondary offerings and related balance-sheet transactions create fee opportunities for large banks involved in execution and financing structures. Names: $JPM (JPMorgan Chase), $BAC (Bank of America) Data-centre storage ecosystem If investors reward stronger balance sheets and disciplined capital allocation in storage, it can lift sentiment across the broader storage complex. Names: $NTAP (NetApp), $PSTG (Pure Storage) Losers Secondary-offering overhang (near-term supply pressure) More shares hitting the market can cap upside in the short run, even if the long-term story is intact. Names: $SNDK (SanDisk), $SIMO (Silicon Motion Technology) Flash / memory names sensitive to sentiment and “crowded trade” unwind When a high-flying spin or memory-linked name wobbles, traders sometimes derisk the broader memory/flash tape temporarily. Names: $MU (Micron Technology), $KLAC (KLA) Credit and leveraged-balance-sheet sensitivity When the market zooms in on debt reduction, investors often re-price tech names with heavier leverage or refinancing needs, increasing downside sensitivity if rates or spreads move against them. Names: $HPE (Hewlett Packard Enterprise), $CCOI (Cogent Communications) Quick take This is a classic “seller vs company” split: $SNDK can dip on supply, while $WDC can firm on financial flexibility. If the secondary prices smoothly and $SNDK holds key support, the post-deal period is often when the cleaner trend resumes. For $WDC, the market will want proof: debt down, optionality up, and a clear plan for what comes next. #StockMarket #Trading #Investing #DayTrading #SwingTrading #TechStocks #DataStorage #HDD #NAND #MemoryStocks #SecondaryOffering #ShareOverhang #Deleveraging #Buybacks #CapitalMarkets #InvestmentBanking #SP500

    15 min
  8. The Meta-Nvidia Alliance: Scaling the AI Compute Standard

    2D AGO

    The Meta-Nvidia Alliance: Scaling the AI Compute Standard

    Nvidia to supply Meta with millions of AI chips in a multi-year deal What happened Nvidia ($NVDA) signed a multi-year agreement to supply Meta Platforms ($META) with millions of AI chips. The deal spans Nvidia’s Blackwell GPUs and future Rubin GPUs and also includes standalone deployments of Nvidia’s Grace CPUs and next-gen Vera CPUs in Meta’s data centres. Why this matters for markets Demand visibility: A multi-year “millions of chips” commitment supports confidence in hyperscaler AI spending translating into real orders. Stack expansion: Nvidia pushing beyond GPUs into CPUs increases competitive pressure across the server supply chain. Data-centre buildout: More AI capacity drives demand for servers, networking, power, and cooling. Winners AI compute and accelerators Direct chip volume and platform lock-in as Meta scales training and inference. Names: $NVDA (Nvidia), $SMCI (Super Micro Computer), $DELL (Dell Technologies) Data-centre power and cooling infrastructure Higher AI density increases demand for power distribution, UPS, and thermal management. Names: $VRT (Vertiv), $ETN (Eaton) Networking and interconnect for AI clusters Large GPU deployments require high-speed switching, routing, and connectivity across racks and data halls. Names: $ANET (Arista Networks), $AVGO (Broadcom) Losers Competing server CPU vendors (share risk if Nvidia CPUs expand) If Grace/Vera gain traction in AI-heavy deployments, incumbent CPU attach rates can face pressure in certain workloads. Names: $INTC (Intel), $HPE (Hewlett Packard Enterprise) Alternative accelerator paths (relative demand risk) Big, multi-year Nvidia commitments can crowd out near-term displacement by rival accelerators at this customer. Names: $MU (Micron Technology), $WDC (Western Digital) AI silicon alternatives (narrative/headline pressure) Even if Meta tests other options, this scale deal reinforces Nvidia-first deployment at Meta, pressuring “displacement” narratives. Names: $GOOGL (Alphabet), $QCOM (Qualcomm) Key trading angles to watch Nvidia commentary on supply, margins, and timing tied to Blackwell/Rubin ramps. Meta capex framing: acceleration vs efficiency focus. “Full-stack Nvidia” valuation: GPU + CPU + networking ecosystem expectations. #StockMarket #Trading #Investing #DayTrading #SwingTrading #NVDA #META #AI #Semiconductors #Chips #GPUs #DataCenters #CloudComputing #TechStocks #Networking #Infrastructure #Capex

    15 min

About

Breaking News to Trading Moves delivers fast, actionable trading ideas straight from the headlines. Each episode cuts through the noise of daily news and translates it into clear short- and long-term trade setups you can actually use. Whether it’s earnings surprises, policy shifts, or market-moving events, you’ll get sharp insights on which stocks, sectors, and themes to watch. Perfect for traders who want to stay ahead of the market without wasting time, this podcast gives you the edge to turn breaking news into smart trading moves.