adventtr Deutsche Bank is reiterating its $6,000 per ounce gold ( XAUUSD:CUR ) price target despite a historic sell-off in precious metals. During a CNBC interview, Michael Hsueh, Head of Metals Research at Deutsche Bank, said the recent price decline represents a “tactical” move rather than a “durable fundamental shift” in the market. The sell-off on Friday marked the largest single-day decline since the early 1980s, with gold ( XAUUSD:CUR ) falling more than 8%. Hsueh noted this extreme volatility was only the third such instance in the past 50 years, dating back to 1975, acknowledging that “investors would be right to sort of question their basic assumptions here.” Despite the sharp drop and elevated volatility, Hsueh argued that the underlying fundamentals supporting gold remain intact. “When we think about what the real fundamentals of gold are in particular… we don’t think those fundamental interests from investors have changed,” he said, adding that “they are investment intentions purely.” The strategist pointed to structural shifts in the market that began in 2010, when central banks became net buyers of gold, a pace of purchasing that doubled in 2022. Last year also marked the first year of net buying for gold ETFs in five years, signaling renewed interest from both retail and institutional investors. Hsueh acknowledged that new speculative dynamics are influencing prices, particularly from China through silver ETFs showing unusually high premiums to NAV and the GFX PGM futures market that opened in late November. While these forces have created “a strong speculative overlay that is distorting prices,” he maintains they do not undermine the longer-term outlook. Looking ahead, the Deutsche Bank strategist remains constructive over a 12-month horizon, noting that recent rallies have not crossed dangerous overheated thresholds where the two-week pace of appreciation exceeds 20%. He concluded that the $6,000 target “doesn’t seem extraordinary or unachievable th...

Why Micron Stock Popped Again Today theglobeandmail.com

When asked about the U.S. dollar's weakness, President Donald Trump called it "great." Investor angst has been evident in the market over the past year, with certain historically out-of-favor assets (gold and silver, for example) surging higher. President Donald Trump also seems to like what he's seeing, recently calling the dollar's value "great." Trump has long been a critic of the U.S. trade deficit with many countries, so a weaker dollar could help counteract that deficit, although there are always pros and cons of a strong and weak dollar. Following these remarks, investors seem to think that Trump could continue to implement policies favoring a weak dollar, as the market now listens very closely to Trump's words. Here are three investment strategies to play a weaker U.S. dollar. 1. Precious metals As most investors have likely seen, precious metals have been all the rage. Gold has topped $5,000 per ounce, while silver has topped $100 per ounce. Other precious metals, like copper and platinum, have also performed well. Now, things feel a bit meme-stock-like, as prices have risen much faster than many analysts anticipated, so there's likely to be intense volatility (see silver prices this week, for example). However, that doesn't mean investors shouldn't hold some precious metals, depending on their age and investment strategy. That's why I think building a basket of precious metals to make up 5% to 10% of a multi-asset portfolio makes a lot of sense. An easy way to do this is to purchase abrdn Physical Precious Metals Basket Shares ETF (GLTR 5.44%), which allocates roughly 57% of capital to gold, 35% to silver, 4.2% to palladium, and 3.6% to platinum. Investors can also look to add a few more, like copper. Expand NYSEMKT : GLTR Abrdn Precious Metals Basket ETF - Abrdn Physical Precious Metals Basket Shares ETF Today's Change ( -5.44 %) $ -12.73 Current Price $ 221.11 Key Data Points Day's Range $ 218.56 - $ 231.44 52wk Range $ 117.50 - $ 295.44 Volume 12K 2. Va...

Palantir Technologies (PLTR) is set to report its fourth-quarter earnings report on Monday, Feb. 2. The data analytics and enterprise AI software company has recently faced a notable pullback, with shares down more than 11% over the past month. Much of this decline reflects growing concern about a potential AI-driven market bubble, which has pressured sentiment across the sector. Another factor weighing on PLTR stock has been its extremely high valuation. As PLTR stock trades at a significant premium to peers, investors may have chosen to lock in profits or reduce exposure, contributing to the recent selloff. Heading into the Q4 report, investors should note that Palantir has a mixed track record of surprising after earnings release. Over the past four quarters, the stock has reacted positively to earnings results twice, with post-report moves averaging around 13%. This suggests that investors should be prepared for volatility depending on whether results meet expectations. Palantir’s U.S. Business to Drive Q4 Financials Palantir could once again deliver solid revenue and earnings growth in the fourth quarter, driven by the rapid growth in its U.S. business. The solid demand for the firm’s Artificial Intelligence Platform (AIP) and an expanding footprint across both government and commercial markets position it well to outperform top-line estimates. In Q3, Palantir’s revenue climbed 63% year-over-year (YOY) and 18% sequentially to $1.18 billion. This growth largely came from the U.S. segment, where overall revenue surged 77% YOY. Further, the company’s U.S. commercial business is growing at an accelerated pace, recording a 121% increase in the top line compared with the prior year. At the same time, U.S. government revenue also remained robust, growing by 52% YOY. This acceleration reflects the growing adoption of Palantir’s AI-driven software solutions. Demand for AIP continues to expand across industries, enabling the company to strengthen relationships with exist...

Is Palantir Stock a Buy, Sell, or Hold Ahead of Q4 Earnings? Yahoo Finance

Official statistics for January have been released by the Met Office and confirm what many will already suspect - it has been very wet for many areas. Northern Ireland, south-west and southern England, and the east of Scotland all had one of their wettest Januarys on record. With 70% more rain than average Northern Ireland experienced the wettest January for 149 years. Culdrose in Cornwall recorded two and a quarter times its average, while Aboyne in Aberdeenshire had nearly four times its January average of 68.9mm. The month also bought us an average amount of sunshine and a below average overall temperature, something that's increasingly rare as our temperatures warm due to climate change.

格隆汇2月3日｜美联储博斯蒂克：2026年的前景是经济将持续保持强劲态势。

Is Palantir Stock a Buy, Sell, or Hold Ahead of Q4 Earnings? FinancialContent

印度NIFTY50期货涨幅扩大至4.3%。

欧洲股市自1月中旬以来首次创下纪录新高，矿业股反弹，旅游休闲股和银行股也位居涨幅前列。斯托克欧洲600指数收盘上涨1%。食品和饮料股在内的防御性板块也上涨，表明投资者在地缘政治和经济不确定性加剧的情况下仍保持谨慎。房地产股是表现最差的板块之一。矿业股在一度下跌3.5%后反弹0.8%，因美国总统唐纳德·特朗普准备以120亿美元的种子资金启动战略性关键矿产储备项目。西班牙IBEX 35指数也触及历史新高。

國務院總理李強在山東調研，稱要積極利用人工智能技術，重塑生產製造業。 李強昨日到濟南二機床集團，了解工廠生產線、新材料應用情況。 他稱，智能製造是推動產業技術變革和優化升級的主攻方向，在保持規模優勢基礎上，更加注重科技創新，推動技術產品迭代升級，提高自主可控能力。 李強與內地官員出席座談會期間，提到去年中國經濟在應對衝擊中實現新的發展，今年要繼續堅定信心、克難奮進，並指示地方政府編制「十五五」規劃，要堅持實事求是，注重系統集成。

格隆汇2月3日｜迪士尼(DIS.N)首席财务官：若奈飞(NFLX.O)收购华纳兄弟探索公司(WBD.O)，其规模将变得 “极其庞大”。

格隆汇2月3日｜白宫官员：自印度减少购买俄罗斯石油以来，美国也取消了对印度进口商品征收的25%附加关税。

美国白宫消息，美国将把对印度的整体关税税率降至18%。（财联社）

Key Points In 2026, the number of stocks outperforming the S&P 500 so far has been historically high. History suggests that this often happens during periods of market turmoil. It's still early in the year, but investors might want to take caution. 10 stocks we like better than S&P 500 Index › The S&P 500 (SNPINDEX: ^GSPC) is in positive territory to kick off 2026. This would follow up on three consecutive years of double-digit gains for the index. But this year's market isn't like the others. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » The market of 2023-2025 was dominated by tech, growth, and the "Magnificent Seven" stocks. While these themes were enough to lift the major indexes, many other themes failed to keep pace with the overall index. This year has been different. Market breadth has improved considerably. The tech sector is still outperforming the S&P 500 by a small margin, but it's previously unloved areas of the market, including energy, materials, small-caps, and value stocks that are driving the gains. Bull-market sustainability is generally more likely as more stocks participate. The last three years have shown that this isn't required, but greater participation generally means a healthier market. If that's true, the S&P 500 just got off to a historically good start to the year. 63% of S&P 500 stocks are outperforming the index It's rare when more than 60% of stocks within the S&P 500 are outperforming the index, but we're there now with 63.2% of stocks outperforming the greater index. If that holds, it would be the second-highest full-year outperformance rate in more than 50 years, topped only by 2001. Of course, we're talking about a month's performance here, and there's a lot that will happen between now and the end of the year. To gauge the true impact, we'll need to wait a while to see how the market performs. But it's not ...

The Market Cycles Potentially Driving 2026 Returns Authored by Lance Roberts via RealInvestmentAdvice.com, Market cycles are once again at the center of the investment narrative as we head into 2026. The optimism is familiar as earnings held up in 2025, the economy avoided recession, and big tech lifted the indexes. However, those victories are already reflected in the price. As we head into 2026, with valuations extended, the margin for error has narrowed. However, while analysts are very optimistic for this year, the case for another strong year leans heavily on historical patterns. Let’s start with the Presidential Cycle. Market cycles tied to the presidential calendar suggest the second year of a new administration is often slower. Since 1948, years three and four of a presidential term have yielded the most substantial returns, while year two, or the post-election year, has shown weaker performance, with modest gains and lower win rates. The data is shown below, and while 2025 traded above historical norms, 2026 may not be as fortunate. Since 1871, markets have gained in 30 of those years, with losses in only 18, resulting in a win rate of approximately 62%. While better than a “coin toss,” it falls well short of the win rate in years three and four. Another potential headwind to the markets in 2026 is the midterm elections, which could potentially result in a change of control in the House or Senate, leading to increased gridlock in Washington. It is worth noting that since 1948, there have been seven instances of loss during the second year of the presidential cycle. Two of those losses occurred sequentially during the last two administrations, in 2018 and 2022. However, stocks have, on average, performed better during bull market cycles versus bear market cycles. The chart below illustrates the average market return during both bullish and bearish market cycles during the second year of a Presidential term. With a “win ratio” of 62%, the media has been quick...

格隆汇2月3日｜在美国总统特朗普宣布印美达成贸易协议后，iShares MSCI印度ETF上涨3.1%。

格隆汇2月3日｜美国白宫：美国将把对印度的整体关税税率降至18%。

Kagenmi/iStock via Getty Images Retail stocks with meaningful exposure to Indian manufacturing are trading higher Monday after the White House said it would cut its reciprocal tariff on Indian imports to 18% from 25% following a call between Prime Minister Narendra Modi and President Donald Trump. “Out of friendship and respect for Prime Minister Modi, and per his request, effective immediately, we agreed to a Trade Deal between the United States and India, whereby the United States will charge a reduced Reciprocal Tariff, lowering it from 25% to 18%. They will likewise move forward to reduce their tariff and non-tariff barriers against the United States to ZERO,” President Trump posted on Truth Social. As part of the agreement between the two countries, India committed to buying more American-made goods, Venezuelan oil, and to cease purchases of Russian oil, the latter of which is anticipated to help end the war in Ukraine. The news reverberated through the consumer sector, driving up shares of Walmart ( WMT ), Target ( TGT ), Williams Sonoma ( WSM ), Wayfair ( W ), Amazon ( AMZN ), Gap (GPS), and Kohl’s ( KSS ), all of which have shifted a majority of manufacturing to India to mitigate the impact from import tariffs on Chinese manufactured merchandise. More on Walmart Walmart: Alphabet Partnership Drives Stock To Record Valuation Premium Walmart Inc. (WMT) Presents at ICR Conference 2026 Transcript Walmart Is Overvalued - I've Just Sold My Shares (Rating Downgrade) Walmart sees an acceleration in its paid membership program Walmart expands health care push with increased pay for pharmacy techs

The Fifa president, Gianni Infantino, has apologised over remarks he made about British fans and defended the decision to award a peace prize to the United States president, Donald Trump. Infantino said at last month’s World Economic Forum in Davos that the World Cup in Qatar in 2022 had been special because “for the first time in history no Brit was arrested”. His comments were described as a “cheap” joke at the expense of fans by the Football Supporters’ Association, while the UK’s football policing lead chief constable, Mark Roberts, said they were “neither helpful nor accurate”, given the record of fans at tournaments before Qatar and since. Infantino was asked about the comments in an interview with Sky News and said: “I need first to apologise. It was meant to be more of a lighthearted remark to show that actually the World Cup in Qatar was a celebration, was a peaceful event and everyone came together in a peaceful way. “So having English fans – real fans – coming in a peaceful way and enjoying and cheering for their team is something that is fantastic.” Infantino was heavily criticised for the decision to award Trump the inaugural Fifa peace prize at December’s World Cup draw in Washington DC, with the move further questioned after US forces seized the Venezuelan president, Miguel Maduro, and after Trump issued threats around military force to seize Greenland. However, Infantino told Sky News: “Objectively, he deserves it.” The Swiss spoke about the role Trump played in securing a ceasefire between Israel and Hamas, saying: “He was instrumental in resolving conflicts and saving lives and saving thousands of lives.” View image in fullscreen Gianni Infantino (left) and Fifa’s chief of global football development Arsène Wenger at the Women’s Champions Cup final on Sunday. Photograph: John Walton/PA Infantino also said his organisation and Uefa would “have to” look at allowing Russia back into international football. The country has been banned since its invasio...

Key Points Greg Abel's new role as Berkshire Hathaway CEO comes with about $378 billion in cash and Treasury bills. Apple's fiscal first-quarter results were driven by a 23% year-over-year jump in iPhone revenue. I like the pairing of Apple's strong growth with Berkshire's optionality. 10 stocks we like better than Apple › It's been a wild start to 2026. Many software stocks have nosedived amid investor fears that AI (artificial intelligence) may disrupt their businesses. Even some high-flying names from last year have been hit hard, including Palantir Technologies. Still, we've also seen companies with strong returns from last year, like Alphabet and Meta Platforms, continue to rise. In aggregate, we've somehow squeaked by with the S&P 500 gaining about 2% year to date as of this writing. Just over one month into the year, it's a good time for investors to check in and revisit their portfolios. As I look at mine, one thing I'm particularly happy about is my top two holdings: Apple (NASDAQ: AAPL) and Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B). While neither has matched the market's returns so far this year, I'm more convinced now than I was at the start of 2026 that these are the right investments for me. I believe they not only contrast nicely with the market's speculative hype for AI, but also complement each other well. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Here's a closer look at Berkshire Hathaway and Apple, and why they remain my top stocks to buy for 2026 and beyond. Berkshire Hathaway Down about 4% year to date, Berkshire Hathaway is a slightly better buy than it was at the beginning of the year, making it a good time to look at the stock. The market is likely viewing the conglomerate with a wait-and-see approach, given that famed investor Warren Buffett stepped down as CEO at the end of 2025, handing the reins to his successor Greg Abel. In addition, there ar...

As the United States stock market kicks off February with a rise in major indices like the Dow Jones and S&P 500, investors are keeping a close watch on economic indicators and geopolitical developments that could impact market dynamics. In this environment of fluctuating oil prices and evolving monetary policy, identifying high-growth tech stocks involves assessing companies' ability to innovate and adapt amidst changing economic conditions. Top 10 High Growth Tech Companies In The United States Name Revenue Growth Earnings Growth Growth Rating Marker Therapeutics 62.86% 62.39% ★★★★★★ Palantir Technologies 25.85% 29.91% ★★★★★★ Workday 10.74% 28.15% ★★★★★☆ Procore Technologies 11.49% 60.07% ★★★★★☆ Cellebrite DI 15.29% 20.24% ★★★★★☆ Sandisk 28.21% 47.34% ★★★★★★ Zscaler 15.86% 45.93% ★★★★★☆ Circle Internet Group 24.51% 85.21% ★★★★★☆ Viridian Therapeutics 46.29% 51.51% ★★★★★☆ Duos Technologies Group 53.76% 155.11% ★★★★★☆ Click here to see the full list of 74 stocks from our US High Growth Tech and AI Stocks screener. Let's explore several standout options from the results in the screener. Simply Wall St Growth Rating: ★★★★☆☆ Overview: Veracyte, Inc. is a diagnostics company that operates both in the United States and internationally, with a market capitalization of $3.01 billion. Operations: Veracyte generates revenue primarily through its Diagnostic Products and Biopharmaceutical Services, totaling $495.14 million. The company focuses on providing advanced diagnostic solutions both domestically and internationally. Veracyte's recent financial performance and strategic initiatives underscore its emerging role in high-growth tech sectors. With a notable 22.4% annual earnings growth forecast, the company outpaces the US market average of 15.7%. This growth is complemented by a robust R&D focus, evidenced by its innovative Afirma GRID platform, which is pivotal in advancing thyroid cancer diagnostics. Recent guidance predicts revenue to reach up to $582 million by 2026, m...

Any sign that the Treasury might significantly increase the sizes of its future note and bond auctions could rattle traders.

He believes the monarch has managed to distance itself from the imminent court case, with the argument that the princess's son is a private citizen, but that is not the case for Mette-Marit: "She's never a private citizen, she's always the crown princess and what she's doing in a private capacity or official capacity it will always redirect back to Norway - or ricochet."

Key Points Capital Management Corp sold 147,767 Sirius XM shares in the fourth quarter; the estimated transaction value was $3.18 million based on quarterly average prices. Meanwhile, the quarter-end Sirius XM position value declined by $5.12 million, reflecting both trading and price changes. Post-trade, the fund holds 513,699 SIRI shares valued at $10.27 million. These 10 stocks could mint the next wave of millionaires › On February 2, Capital Management Corp disclosed selling 147,767 shares of Sirius XM Holdings (NASDAQ:SIRI) in the fourth quarter, an estimated $3.18 million trade based on quarterly average pricing. What happened According to its SEC filing dated February 2, Capital Management Corp sold 147,767 shares of Sirius XM Holdings during the fourth quarter. The estimated value of the trade was $3.18 million, based on the mean closing price for the period. The fund ended the quarter with 513,699 shares in the company worth $10.27 million at quarter-end. What else to know After the reduction, the Sirius XM position represents 1.68% of the fund’s reportable U.S. equity assets. Top holdings after the filing: NASDAQ: IDCC: $37.12 million (6.1% of AUM) NYSE: PBI: $30.97 million (5.1% of AUM) NYSE: GTN: $29.76 million (4.9% of AUM) NASDAQ: NXST: $25.92 million (4.2% of AUM) NYSE: AEM: $22.72 million (3.7% of AUM) As of February 2, SIRI shares were priced at $20.20, down 14% over the past year and well underperforming the S&P 500’s roughly 15% gain in the same period. Company overview Metric Value Revenue (TTM) $8.55 billion Net income (TTM) $993.00 million Dividend yield 5.3% Price (as of February 2) $20.20 Company snapshot Sirius XM Holdings offers satellite radio, streaming audio, podcasts, and connected vehicle services; generates revenue primarily through subscription fees and advertising The company operates a subscription-based business model, distributing content via satellite and online platforms to individual consumers and through automotive partnershi...

Tyson Foods is on track to see its stock price rise significantly over the next few years as growth and quality combine to drive cash flow and capital returns.

在美上市印度ETF涨幅扩大至3.3%，印度Nifty 50股指期货涨幅扩大至4.3%。 白宫宣布，美国将印度总体关税税率下调至18%。

Arm Holdings plc ARM will report its third-quarter fiscal 2026 results on Feb. 4, after the bell. The Zacks Consensus Estimate for earnings in the to-be-reported quarter stands at 41 cents, indicating a 2.5% year-over-year increase. The consensus mark for revenues is pegged at $1.24 billion, indicating 25.7% year-over-year increase. The company has a strong history of earnings surprises. Earnings have surpassed the Zacks Consensus Estimate in all the trailing four quarters, with an average earnings surprise of 11.1%. Zacks Investment Research Image Source: Zacks Investment Research There have been no revisions for the upcoming quarter's earnings estimate in the past 30 days. Zacks Investment Research Image Source: Zacks Investment Research What Our Model Says Our proven model doesn’t conclusively predict an earnings beat for ARM this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that’s not the case here. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. ARM has an Earnings ESP of 0.00% and a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank stocks here. Royalty and License Should Drive ARM’s Top Line We expect year-over-year improvement in the company’s top line in the to-be-reported quarter to be driven by an increase in both Royalty and License revenues. The consensus estimate for Royaltyrevenuesis pegged at $707 million, suggesting a 22% year-over-year decline. The consensus estimate for License and other revenues is pegged at $530 million, indicating a 31.5% year-over-year decline. Price Dynamics and Valuation ARM stock has plunged 37% over the past three months, but the sell-off could not make valuations compelling. Even after the steep correction, ARM continues to trade at a lofty forward 12-month price-to-earnings multiple of 48.56x, nearly double the industry average of 26.88, sugge...