Bitcoin hit its lowest level since the “liberation day” selloff last April.

Key Points This ETF has rising rates protection in its DNA. Despite its name, it can thrive even if rates don’t rise. It has some other traits likely to surprise dividend investors. 10 stocks we like better than Fidelity Covington Trust - Fidelity Dividend ETF For Rising Rates › Much to the dismay of the White House, some corners of Wall Street, and plenty of retail investors, the Federal Reserve held interest rates unchanged this past Wednesday, dashing hopes of a January rate cut. One meeting without a rate cut doesn't mean the central bank is suddenly turning hawkish and that monetary tightening is imminent. But for the sake of argument, let's consider the possibility that the macroeconomic environment rapidly shifts to the point that the Fed is backed into a corner and must raise rates. 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 » There's an exchange-traded fund (ETF) for that, and it's the Fidelity Dividend ETF For Rising Rates (NYSEMKT: FDRR). Yes, this ETF protects in the event that 10-year Treasury yields rise, but even if that doesn't happen, the fund offers utility. Rates up, rates down, this ETF can deliver This $660 million Fidelity ETF follows an index of the same name. That gauge is "designed to reflect the performance of stocks of large and mid-capitalization dividend-paying companies that are expected to continue to pay and grow their dividends and have a positive correlation of returns to increasing 10-year U.S. Treasury yields," according to the issuer. Dispensing with the financial jargon, some sectors can thrive even when those yields rise. Other sectors are considered rate-sensitive in a negative fashion. Historically, REITs and utilities have been in the latter category due to their capital-intensive nature. So, it's not surprising that the real estate and utilities sectors combine for just 4.1% of this ETF's roster. The ...

Trump Slashes India Tariffs After Modi Agrees To Drop Russian Oil, Go Full 'BUY AMERICAN' In a huge Monday development, President Trump has announced the US will trim its punitive 25% tariff on Indian imports to 18% after striking what he hailed as a new "trade deal” with Indian Prime Minister Narendra Modi. Crucially it hinges on New Delhi having reportedly ended its purchases of Russian crude and swapping them for massive US energy and goods buys . In a Truth Social post, Trump portrayed the agreement as a major geopolitical win, saying that India "agreed to stop buying Russian oil, and to buy much more from the United States and, potentially, Venezuela," and crucially framing the move as helping "END THE WAR in Ukraine." via AP Under the newly touted deal, according to breaking details.: The United States will cut its "reciprocal tariff" on Indian goods from 25% to 18%, effective immediately. India will slash its tariffs and non-tariff barriers on American products to zero. Modi has pledged a gargantuan "BUY AMERICAN" commitment , including upwards of $500 billion in U.S. energy, technology, farm, coal, and other exports. Trump cast the concessions as evidence of deep bilateral "friendship and respect," insisting the deal marks a new chapter in US–India trade and energy ties. This will of course also be a blow to Moscow's oil lifeline. Bloomberg notes: The White House did not immediately respond to a request for comment on if Trump was lowering the reciprocal tariff and eliminating the extra penalty over Russian oil purchases, or simply reducing one of the rates. India’s benchmark stock index Nifty 50’s futures traded at the Gujarat International Fin-Tec City surged as much as 3.8% in thin trading, while the US-listed iShares MSCI India ETF hit session highs and rose as much as 2.4%. The rupee rallied in ofshore trading, gaining 1% against the dollar. The shift represents a dramatic retreat from the brash tariff escalation of 2025, when Washington first slapped I...

JHVEPhoto Covetrus, a private-equity-backed tech company for veterinary practices, is in preliminary talks to purchase Cencora Inc.'s veterinary business, according to a Bloomberg report from late Friday. Covetrus’ owners, Clayton Dubilier & Rice and TPG Inc. ( TPG ), are in talks with private credit firms including Blue Owl Capital to line up new debt for the company, Bloomberg has previously reported. The ~$3 billion of financing would be used to refinance Covetrus’ $2 billion of existing debt and to help fund the potential purchase of the vet business. CD&R, TPG, Cencora, and Blue Owl declined to comment to Bloomberg. A representative for Covetrus didn't immediately respond to requests for comment. CD&R and TPG took Covetrus private in 2022 in a deal that the valued the company at about $4 billion. More on Cencora Cencora: High-Growth Specialty Services Firm Disguised As A Distributor Cencora, Inc. (COR) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow Cencora, Inc. (COR) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Cencora upgraded as Morgan Stanley cites a “golden era” for drug distributors Trump unveils 'Great Healthcare Plan' to lower drug prices, premiums

Crystal Palace striker Jean-Philippe Mateta's move to AC Milan is off because of issues with his medical. But Palace are still set to sign Wolves forward Jorgen Strand Larsen in a £48m deal before Monday's 19:00 GMT transfer deadline. France forward Mateta, who has been nursing a knee issue, had an initial medical examination on Sunday followed by additional tests on Monday. The Italian club have now pulled out of the £30m deal for the 28-year-old, who wants to leave Selhurst Park. Palace had been unwilling to let him go without having a replacement, but agreed a deal for Strand Larsen and granted Mateta permission to have an initial medical in London before flying to Milan. Nottingham Forest have also been interested in the striker and had a £35m bid rejected by Palace last weekend. After the 1-1 draw at Forest on Sunday, Palace manager Oliver Glasner said: "I expect either Mateta or someone else here as a striker. "Everybody is really working very hard, but it is so close to the end of the window, so it makes it more difficult. I always try to be positive, so I hope. "Worst case, we sell Mateta and no-one comes in, then it's not a good window for Palace."

What's Going On With Qualcomm Stock Monday? - Qualcomm (NASDAQ:QCOM) Benzinga

格隆汇2月3日｜以色列参谋长：以色列国防军正为多种可能性做准备，我们必须保持警惕，随时准备在多战区战争中采取果断行动。

Source: Bloomberg, 0:00

Arsgera Eramet ( ERMAF ) ( ERMAY ) -11.5% in Monday's trading after the French mining company terminated the mandate of CEO Paulo Castellari and temporarily re-appointed Chairwoman Christel Bories to the role she had handed to Castellari last May. Eramet said on Sunday it had dismissed Castellari just months into his term due to disagreements over "operating methods" concerning "the processes of decision-making and coordination and interactions in exchanges between the board and the CEO," Bories said while declining to provide specific examples of issues that led to Castellari's termination. "This announcement comes as a shock," Oddo BHF analyst Maxime Kogge said in a note. "With his departure, Eramet enters another transition period that will make it harder to carry out much needed cost reductions and operational improvements." While Castellari's ouster likely was a joint decision, diverging interests between the major owners eager to maintain shareholder payouts and the French state focused on growth investments could be "a drag on the replacement process," Kogge also said. More on Eramet Eramet Discusses Safety Challenges and Operational Performance Improvements - Slideshow Seeking Alpha’s Quant Rating on Eramet

These Stocks Are Today’s Movers: Strategy, Robinhood, Oracle, Palantir, Nvidia, Disney, MP Materials, and More Barron's

格隆汇2月3日｜美联储博斯蒂克：美联储主席必须说服委员会同意（其意见）。

Jeenah Moon/Getty Images News Pfizer ( PFE ) is set to report Q4 earnings on Tuesday, February 3, before the market opens, with expectations pointing to another challenging quarter. Wall Street forecasts EPS of $0.57 , down 9.5% year over year, on revenue of $16.83B, a 5.4% Y/Y decline, reflecting continued normalization following the pandemic-driven surge. Despite the softer outlook, Pfizer has a strong track record, beating EPS estimates in every quarter over the past two years and topping revenue estimates 75% of the time during that period. However, sentiment has weakened heading into the print: over the last three months, EPS estimates have seen 15 downward revisions and no upward revisions, while revenue estimates have faced 11 downward revisions with none higher, signaling lowered expectations and raising the bar for any upside surprise. PFE shares have risen just 1.2% over the past year, largely underperforming the S&P 500's nearly 17% gain. The stock has a Buy rating among Wall Street analysts, with an average PT of $28.82 - 8.7% upside. “Pfizer appears cheap with a near 7% yield, but capital allocation constraints undermine its investment case. Nearly all of PFE's free cash flow is consumed by dividends, leaving little for buybacks, debt reduction, or R&D reinvestment,” SA analyst Dividendology said. “Upcoming patent expirations are adding fuel to the fire and will soon lead to $17 billion in lost revenue, leading to negative earnings growth projections from analysts.” More on Pfizer Pfizer: Buyer Beware, The Risk Outweighs The Reward Pfizer: A High-Yield Pharma At A Turning Point Pfizer: The Great Healthcare Plan Does Not Change My Bullish Stance Earnings week ahead: AMZN, GOOG, PLTR, AMD, PFE, DIS, PYPL, ABBV, QCOM, SMCI, MRK, PEP, UBER, PM, and more TrumpRx launch now delayed - report

Source: Bloomberg, 0:46

WANAN YOSSINGKUM/iStock via Getty Images How Unstable Markets Can Test Equity Investors Stock market volatility has a way of triggering powerful emotions. Rising prices foster confidence. But when markets fall, fear can take over, leading investors to make decisions that may undermine long-term returns. Behavioral reactions to market dynamics tend to follow familiar patterns ( Display ). Market gains make investors feel “safe” and want to buy more. Yet in declining markets, painful losses may prompt investors to sell with the intent of reentering before a recovery. Unfortunately, investors who sell and miss the rebound’s inflection point will have locked in losses. History and academic research show that attempts to time markets are rarely successful—and can be costly. Prepare Portfolios for a Bumpier Long-Term Journey Market timing may feel intuitive because short-term market moves seem obvious in hindsight. In reality, markets are driven by uncertainty and incomplete information, which often lead to emotional decisions. That’s why it’s best to prepare for volatility when markets are calm . Building resilience into a portfolio before turbulence strikes can make the difference between staying disciplined and making counterproductive decisions in choppy conditions. Recent experience underscores this point. Even though equities rose sharply in 2025, the steep April downturn tested investors’ conviction. Those who stayed invested were rewarded for their discipline as markets rebounded rapidly. In 2026, the AI buildout , macroeconomic concerns and geopolitical tensions suggest the road ahead won’t be smooth. Defensive Equities Help Maintain Discipline So what can investors do? Consider allocating to defensive equities—in the US market and around the world —to help cope with uncertainty. By reducing losses in falling markets, a defensive portfolio can alleviate the pain of losses that may affect critical decisions. And by losing less, a defensive portfolio is better posi...

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%，得益于美国总统唐纳德·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。 随着贵金属价格回升，“风险情绪再次转为更加看涨，这也对股市形成支撑，”Berenberg多资产策略与研究主管Ulrich Urbahn表示。 责任编辑：丁文武

Kratos may have a great business, but its stock is way too expensive. Kratos Defense & Security (KTOS 6.90%) stock tumbled 6.3% through 12:30 p.m. ET Monday, its fourth straight day of losses on no obvious bad news. If you ask me, there's only one logical explanation for that: Kratos stock costs too much. What Kratos does Kratos is one of the best-known producers of military drones right now, a red-hot segment of the defense market. Its marquee products include drones used for target practice, and the XQ-58 Valkyrie Collaborative Combat Aircraft (also known as a "loyal wingman" drone). Both the U.S. Air Force and U.S. Marine Corps are known to have purchased at least a few of the latter for testing, and Kratos is currently partnering with Northrop Grumman (NOC 1.48%) to take the Valkyrie program to the next level. The company also produces ground systems for satellites and space vehicles, propulsion systems for drones, missiles, loitering munitions, and is actively involved in research and development into hypersonic vehicles and rocket systems. Expand NASDAQ : KTOS Kratos Defense & Security Solutions Today's Change ( -6.90 %) $ -7.11 Current Price $ 95.90 Key Data Points Market Cap $17B Day's Range $ 94.80 - $ 101.18 52wk Range $ 23.90 - $ 134.00 Volume 89K Avg Vol 3.2M Gross Margin 22.16 % How much Kratos costs Space, hypersonics, and drones? Kratos certainly knows how to be in the right place(s) at the right time to meet Pentagon demand for high-technology military hardware. The problem with Kratos stock is that... this fact is pretty well known at this point, and that knowledge has driven Kratos stock to nosebleed levels. Kratos shares currently trade at nearly 800 times trailing earnings and more than 200 times what the company is expected to earn over the next 12 months. Worse, the "quality" of these earnings is questionable, as they're not supported by positive free cash flow, causing the company to continue burning cash. No matter how good a company Kratos m...

Nomura European Economist Josie Anderson looks ahead to this week's ECB meeting with Bloomberg's Lizzy Burden on 'Daybreak Europe.' (Source: Bloomberg)

PM Images/DigitalVision via Getty Images As earnings season ramps up and geopolitical tensions keep affecting the markets, below is a list of the top 10 consumer discretionary sector stocks that are regarded as cheap high flyer stocks according to SA grading system. Each of these stocks is listed according to the highest momentum grade along with their valuation grade. The list is topped by Dauch Corporation ( AXL ), with a momentum grade of A+ and valuation grade of A. The Beachbody Company ( BODI ) and Designer Brands ( DBI ) follow closely, with Dine Brands Global ( DIN ) and Fossil Group ( FOSL ) rounding out the rest of the top five. All top entries share the highest possible momentum grade of A+. Other notable inclusions in the top ten include General Motors ( GM ) and Kohl’s ( KSS ), both carrying A+ momentum grades. The list showcases a diversity of industries within the consumer discretionary sector, ranging from automotive parts and equipment to apparel retail, restaurants, and specialized consumer services. Momentum and valuation grades help investors identify stocks with strong price performance that may also be undervalued. Momentum grades are given on a scale from A+ to F, with A+ representing the highest flyer stocks with the best momentum. Valuation grades are also given on a scale of A+ to F, with A+ indicating the most undervalued (cheapest) stocks and F indicating the most overvalued. Here is the list: Dauch Corporation ( AXL ), Momentum: A+, Valuation: A The Beachbody Company ( BODI ), Momentum: A+, Valuation: A- Designer Brands ( DBI ), Momentum: A+, Valuation: A Dine Brands Global ( DIN ), Momentum: A+, Valuation: B+ Fossil Group ( FOSL ), Momentum: A+, Valuation: A- General Motors ( GM ), Momentum: A+, Valuation: B- Gold.com ( GOLD ), Momentum: A+, Valuation: A- Holley ( HLLY ), Momentum: A+, Valuation: B- Kohl’s ( KSS ), Momentum: A+, Valuation: A RideNow Group ( RDNW ), Momentum: A+, Valuation: B+ Consumer Discretionary ETFs: ( XLY ), ( VCR ...

Donald Trump named Kevin Warsh to be the next chair of the Federal Reserve, ending months of speculation over who’d take charge of US interest rates as the president pushes for big cuts. Trump elevated Warsh, who’s advised him on economic policy and previously served as a Fed governor, to succeed Jerome Powell when his term at the helm ends in May. It marks a comeback for Warsh, 55, who’s called for a major overhaul of the Fed but was passed over for the top job in 2017 when Trump opted for Powell. Dennis Lockhart, Former Atlanta Fed President joins Bloomberg Intelligence to discuss. (Source: Bloomberg)

Argus Reaffirms Buy Rating for Meta Platforms (NASDAQ:META) MarketBeat

格隆汇2月3日｜美联储博斯蒂克：强劲的经济状况将有效遏制通货紧缩的蔓延程度。

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。