Base metals ’ rally this year will face headwinds as soaring prices and bullish sentiment clash with the reality of softer demand from manufacturers, especially in China, according to Goldman Sachs Group Inc. “The real producers on the ground, they start to respond negatively,” Trina Chen , co-head of equity research, said in a Bloomberg Television interview. “We’re seeing some pullback in demand....
Base metals ’ rally this year will face headwinds as soaring prices and bullish sentiment clash with the reality of softer demand from manufacturers, especially in China, according to Goldman Sachs Group Inc. “The real producers on the ground, they start to respond negatively,” Trina Chen , co-head of equity research, said in a Bloomberg Television interview. “We’re seeing some pullback in demand.” Metals from copper to aluminum have powered higher in the opening weeks of 2026, as global investors pile into industrial commodities in bets on tighter supply, a weaker US dollar, and Federal Reserve interest-rate cuts. Still, more cautious analysts have flagged weaker activity in China. Goldman’s most recent survey of the copper market showed order books at fabricators had fallen by 10% to 30% as users in industries from consumer electronics to hardware pulled back, Chen said. “Even grid orders are slowing,” she said, referring to electricity networks that are a mainstay of copper consumption in China, Asia’s largest economy. The LMEX Index — a catch-all measure of the main six materials traded on the London Metal Exchange — has climbed by about 7% this year. That’s left the index within touching distance of the record set in 2022. Benchmark copper futures rose to trade at $13,185 a ton on the LME, a little below the record reached earlier this month. Aluminum notched a three-year high in London, while the metal in Shanghai rose to an all-time high. “We are where we are because of fundamental support, and also the fund flows and the macro backdrop,” Chen said. “But we are sort of coming to a point — after the rapid surge of pricing — that these two no longer support each other.”
The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition. Even among blue-chip stocks, not all investments are created equal - which is why we built StockStory to help you naviga...
The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition. Even among blue-chip stocks, not all investments are created equal - which is why we built StockStory to help you navigate the market. That said, here are three S&P 500 stocks to steer clear of and a few alternatives to consider. Workday (WDAY) Market Cap: $49.6 billion Born from the vision of PeopleSoft founders after Oracle's hostile takeover of their previous company, Workday (NASDAQ:WDAY) provides cloud-based software for financial management, human resources, planning, and analytics to help organizations manage their business operations. Why Does WDAY Fall Short? Underwhelming ARR growth of 13.8% over the last year suggests the company faced challenges in acquiring and retaining long-term customers Estimated sales growth of 12.9% for the next 12 months implies demand will slow from its two-year trend Operating profits increased over the last year as the company gained some leverage on its fixed costs and became more efficient At $188.62 per share, Workday trades at 4.9x forward price-to-sales. Dive into our free research report to see why there are better opportunities than WDAY. Keurig Dr Pepper (KDP) Market Cap: $37.48 billion Born out of a 2018 merger between Keurig Green Mountain and Dr Pepper Snapple, Keurig Dr Pepper (NASDAQ:KDP) is a consumer staples powerhouse boasting a portfolio of beverages including sodas, coffees, and juices. Why Do We Think Twice About KDP? Annual sales growth of 5.8% over the last three years lagged behind its consumer staples peers as its large revenue base made it difficult to generate incremental demand Efficiency has decreased over the last year as its operating margin fell by 5.9 percentage points ROIC of 5.8% reflects management’s challenges in iden...
24K-Production American Bitcoin ( ABTC ) has increased its total Bitcoin reserve to ~5,843 BTC and achieved a BTC yield of ~116% from its Nasdaq debut on September 3, 2025, through January 25, 2026, the company said. The latest figures place American Bitcoin as the 18th-largest corporate holder of bitcoin, ahead of firms such as Nakamoto Inc ( NAKA ) and GameStop Corp ( GME ), CoinDesk reported. A...
24K-Production American Bitcoin ( ABTC ) has increased its total Bitcoin reserve to ~5,843 BTC and achieved a BTC yield of ~116% from its Nasdaq debut on September 3, 2025, through January 25, 2026, the company said. The latest figures place American Bitcoin as the 18th-largest corporate holder of bitcoin, ahead of firms such as Nakamoto Inc ( NAKA ) and GameStop Corp ( GME ), CoinDesk reported. American Bitcoin ( ABTC ) is down 6.5% year to date as investors contend with shifting macroeconomic conditions, geopolitical uncertainty, and a recent slide in bitcoin prices. American Bitcoin is about 20% owned by Donald Trump Jr. and Eric Trump and became an independent public company after merging with Gryphon Digital Mining and separating from Hut 8’s ( HUT ) mining business. More on American Bitcoin American Bitcoin: A High-Flying Mining Story With A Valuation That's Running Out Of Road American Bitcoin: Unlikely To Make Cash Burning Profitable American Bitcoin Corp. (ABTC) Q3 2025 Earnings Call Transcript American Bitcoin stock trades higher, adds 416 BTC Trump family-tied ABTC stock sinks even as bitcoin rallies
粵車南下｜陳美寶：反應良好、會逐步完善安排 議員憂加重道路負擔 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】運輸及物流局局長陳美寶表示「港車北上」及「粵車南下」反應良好，會逐步完善「粵車南下」安排，有議員就擔心...
粵車南下｜陳美寶：反應良好、會逐步完善安排 議員憂加重道路負擔 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】運輸及物流局局長陳美寶表示「港車北上」及「粵車南下」反應良好，會逐步完善「粵車南下」安排，有議員就擔心若增加配額會加重道路負擔。 運輸及物流局局長陳美寶：「『粵車南下』用家反應良好，實施至今，口岸停車場有超過2,000車次預約使用，而入境市區部分有超過2500宗申請。政府會繼續按確保安全、有效分流、完備配套和簡便申請四大策略，穩步增潤『粵車南下』安排。」 新界西北（實政圓桌）莊豪鋒：「呼籲政府開放更多便利跨境交通安排的同時，要兼顧香港零售、餐飲、消費市場的實際情況。」選委會界別（民建聯）陳恒鑌：「配額不能濫用，如果濫發會引起不必要問題，例如大量出入境小汽車取得常規配額，除了會增加本港交通壓力，也會令商業營運模式產生大變化，甚至有非法載客取酬問題。」
This ETF's yield is undeniably massive, but it comes with disadvantages even the hungriest income investors can't ignore. Experienced income investors know about yield traps: stocks with unusually high dividend yields that go on to cut or suspend those payments. The lesson is simple: When something looks too good to be true, it usually is. That lesson applies to some high-income exchange-traded fu...
This ETF's yield is undeniably massive, but it comes with disadvantages even the hungriest income investors can't ignore. Experienced income investors know about yield traps: stocks with unusually high dividend yields that go on to cut or suspend those payments. The lesson is simple: When something looks too good to be true, it usually is. That lesson applies to some high-income exchange-traded funds (ETFs), including the YieldMax MSTR Option Income Strategy ETF (MSTY +0.68%). In simple terms, this ETF is an income-generating spin on Strategy (MSTR +0.62%), the largest corporate owner of Bitcoin. Neither Strategy nor Bitcoin pays dividends, so, understandably, some investors are tempted by this ETF's staggering distribution rate of 75.1% (as of Jan. 21). The Strategy income ETF is home to $1.44 billion in assets under management, making it the fourth-largest single-stock ETF. Platitudes aside, a strong case can be made that this ETF isn't for every investor, even the most income-enthused, because its "plumbing" can prove problematic. A risky income ETF Spend enough time analyzing and investing in ETFs, and investors are apt to hear phrases like "under the hood" and "methodology matters." Overused as they may be, those adages are highly relevant in discussing this YieldMax ETF. In essence, this fund is a covered call product, meaning it sells call options (and uses other options strategies) on shares of Strategy. The trade-off for the income served up by this and other covered call ETFs is that investors' upside exposure is capped. This ETF's issuer says as much. Limited upside explains why the fund hasn't been as responsive to Bitcoin's and Strategy's appreciation as investors would like. That's not the end of the strikes against this ETF. Perhaps even more critical than the capped upside is the fact that the Strategy ETF doesn't deliver dividend income in the manner to which many market participants are accustomed. In fact, this ETF doesn't pay dividends. It delive...
(RTTNews) - Indian shares opened on a positive note Wednesday, extending gains from the previous session after the announcement of a free trade agreement (FTA) between India and the European Union (EU). The upside remained capped ahead of the Federal Reserve's interest rate decision, earnings reports from major U.S. tech companies and the upcoming Union Budget. The benchmark BSE Sensex was up 377 ...
(RTTNews) - Indian shares opened on a positive note Wednesday, extending gains from the previous session after the announcement of a free trade agreement (FTA) between India and the European Union (EU). The upside remained capped ahead of the Federal Reserve's interest rate decision, earnings reports from major U.S. tech companies and the upcoming Union Budget. The benchmark BSE Sensex was up 377 points, or half a percent, at 82,234 in early trade while the broader NSE Nifty index edged up by 111 points, or 0.4 percent, to 25,287. Maruti Suzuki India fell about 2 percent while Larsen & Toubro and Bharat Electronics both rose around 1 percent each ahead of their earnings results. Vedanta rallied 2.5 percent after it announced plans to sell up to 6.7 crore equity shares of Hindustan Zinc Ltd via an offer for sale. Vodafone Idea gained 1 percent after narrowing its Q3 net loss. Rail Vikas Nigam surged 1.6 percent after it was declared the lowest bidder (L1) for a Rs. 242.5 crore overhead electrification (OHE) upgradation project awarded by South Central Railway. ONGC soared 6 percent after signing shipbuilding contracts with South Korea's Samsung Heavy Industries. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Analysts have been eager to weigh in on the Technology sector with new ratings on SkyWater Technology (SKYT – Research Report) and Microsoft (MSFT – Research Report). Microsoft (MSFT) Bank of America Securities analyst Bradley Sills maintained a Buy rating on Microsoft yesterday and set a price target of $520.00. The company’s shares closed last Monday at $470.28. According to TipRanks.com, Sills ...
Analysts have been eager to weigh in on the Technology sector with new ratings on SkyWater Technology (SKYT – Research Report) and Microsoft (MSFT – Research Report). Microsoft (MSFT) Bank of America Securities analyst Bradley Sills maintained a Buy rating on Microsoft yesterday and set a price target of $520.00. The company’s shares closed last Monday at $470.28. According to TipRanks.com, Sills is a 4-star analyst with an average return of 3.5% and a 47.9% success rate. Sills covers the Technology sector, focusing on stocks such as Figma, Inc. Class A, Bill.com Holdings, and ServiceNow. ;'> Microsoft has an analyst consensus of Strong Buy, with a price target consensus of $622.14, which is a 33.7% upside from current levels. In a report issued on January 12, Goldman Sachs also initiated coverage with a Buy rating on the stock with a $655.00 price target. Disclaimer & DisclosureReport an Issue
Woodside Energy Group press release ( WDS ): Q4 Revenue of $3.04B (-12.6% Y/Y). Delivered record full-year production of 198.8 MMboe (545 Mboe/d), exceeding 2025 production guidance. Quarterly production of 48.9 MMboe (531 Mboe/d), down 4% from Q3 2025, driven by seasonal weather impacts and lower Australian east-coast demand. Delivered strong oil asset performance with 99.2% reliability at Sangom...
Woodside Energy Group press release ( WDS ): Q4 Revenue of $3.04B (-12.6% Y/Y). Delivered record full-year production of 198.8 MMboe (545 Mboe/d), exceeding 2025 production guidance. Quarterly production of 48.9 MMboe (531 Mboe/d), down 4% from Q3 2025, driven by seasonal weather impacts and lower Australian east-coast demand. Delivered strong oil asset performance with 99.2% reliability at Sangomar and 98% reliability at Shenzi. Achieved a second consecutive quarter of 100% reliability at Pluto LNG and 99.8% reliability at the North West Shelf Project. Achieved an average realised quarterly price of $57/boe, down 5% from Q3 2025 reflecting lower oil-linked and gas pricing. “We are looking forward to first LNG from Scarborough in the fourth quarter of this year. Our 2026 volume guidance of 172 - 186 MMboe reflects planned down time at Pluto as we prepare the facility to begin processing Scarborough gas and for first LNG cargo in Q4 2026." 2026 full-year guidance Click to enlarge Item Guidance Comments Volumes MMboe 172 - 186 Includes production volumes from hydrocarbons of 170-183 MMboe and Beaumont New Ammonia volumes of 2-3 MMboe. Pluto LNG Train 1 major turnaround in Q2 2026, duration approximately 5 weeks. Refer to Note 1 below for the approximate split of production volumes from hydrocarbons by product type. Gas hub exposure 23 % ~30 Capital expenditure 24,25,26,27 $ million 4,000 - 4,500 Consistent with past practice, guidance is at current Woodside equity interests. This excludes the impact of any subsequent asset sell-downs, future acquisitions or other equity changes. Excludes the final acquisition completion payment for Beaumont New Ammonia, expected in 2026. This will be separately disclosed in the cash flow statement. Refer to Note 2 below for the approximate split of capital expenditure by asset. Abandonment expenditure $ million 500 - 800 Exploration expenditure $ million ~200 Production costs $ million 1,500 - 1,800 Feed gas, services and processing c...
TA 证券控股分析师Kevin Tan Kong Jin表示，对尼帕病毒的担忧推动了马来西亚手套生产商股价上涨。顶级手套（Top Glove）股价涨幅高达 7.5%，Hartalega Holdings涨6.2%，Kossan Rubber Industries涨4%，Supermax Corp．上涨8.2%。据报道，印度当局在确诊 5 例病例后，正采取行动遏制致命的尼帕病毒疫情蔓延。 责任编辑：...
TA 证券控股分析师Kevin Tan Kong Jin表示，对尼帕病毒的担忧推动了马来西亚手套生产商股价上涨。顶级手套（Top Glove）股价涨幅高达 7.5%，Hartalega Holdings涨6.2%，Kossan Rubber Industries涨4%，Supermax Corp．上涨8.2%。据报道，印度当局在确诊 5 例病例后，正采取行动遏制致命的尼帕病毒疫情蔓延。 责任编辑：王永生
Key Points The AI-driven memory shortage is set to see prices of RAM and DRAM spike this year. Micron, as a leading producer of memory hardware, is set to profit from that shortage. The company has explosive revenue growth and an incredibly low P/E ratio, which makes it look very attractive at present. 10 stocks we like better than Micron Technology › Generative artificial intelligence (AI) softwa...
Key Points The AI-driven memory shortage is set to see prices of RAM and DRAM spike this year. Micron, as a leading producer of memory hardware, is set to profit from that shortage. The company has explosive revenue growth and an incredibly low P/E ratio, which makes it look very attractive at present. 10 stocks we like better than Micron Technology › Generative artificial intelligence (AI) software such as OpenAI's ChatGPT that was introduced to the market in late 2022 is advancing remarkably fast. But while it's been around for just a few years, such innovations in generative AI are already bumping into some serious limitations, such as power and memory. While the power problem -- getting enough computing capacity and data centers to run generative AI software -- gets a lot of attention, the memory issue may actually be easier to solve. It amounts to producing more memory hardware like random access memory (RAM) and dynamic random access memory (DRAM). 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 » And there is one company I foresee becoming a leader in that particular niche of the broader AI industry: Micron Technology(NASDAQ: MU). Idaho: Famous for more than potatoes these days Based in Boise, Idaho, Micron has emerged as an early leader in the AI memory space. In the past 12 months, it has seen its shares rocket up 277%. And given a huge secular tailwind in the form of the AI-driven memory shortage, I see Micron's growth accelerating. CNBC reports that this year, there won't be enough RAM to meet global demand. As a result, according to TrendForce analyst Tom Hsu, prices for memory components are expected to rise by 50% in the first quarter of 2026 alone. Nvidia gets all the hype because its chips handle the processing; essentially, they run AI programs. But for that program to learn and draw inferences from the data it takes in, it needs m...
The End Of "The Great Reset": Six Final Takeaways From Davos As Globalism, Net Zero Lose Edge Authored by Owen Evans via The Epoch Times, For years, the World Economic Forum (WEF) has promoted discussions around global economic coordination and governance, an approach often associated with initiatives such as the “Great Reset,” a concept introduced by WEF founder Klaus Schwab. At this year’s meeti...
The End Of "The Great Reset": Six Final Takeaways From Davos As Globalism, Net Zero Lose Edge Authored by Owen Evans via The Epoch Times, For years, the World Economic Forum (WEF) has promoted discussions around global economic coordination and governance, an approach often associated with initiatives such as the “Great Reset,” a concept introduced by WEF founder Klaus Schwab. At this year’s meeting in Davos, Switzerland, however, the tone of the forum appeared more cautious, with a greater focus on debate and scrutiny of existing assumptions than on presenting a unified vision. The forum, which has traditionally provided a platform for political and business leaders to discuss ideas such as “stakeholder capitalism,” also featured more challenges to these concepts. Critics of the model say that it places increased emphasis on environmental, social, and governance priorities, including diversity, equity, and inclusion goals, while supporters maintain they reflect evolving expectations of corporate responsibility. Here are six takeaways from the 2026 Davos meetings. 1. Net Zero Meets Industrial Reality Despite many sessions continuing to adhere to the forum’s long-standing emphasis on so-called climate change risks and warnings of environmental catastrophe, some talks were shaped by concerns over sovereignty and strategic dependence, including energy security and supply chains. U.S. Secretary of Commerce Howard Lutnick said at a WEF stage event that Europe’s decarbonization goals risk increasing dependency on adversarial nations such as China for key components of its energy transition. “You should not be dependent for that which is fundamental to your sovereignty on any other nation,” Lutnick said. “And if you’re going to be dependent on someone, it darn well better be your best allies.” Europe has imposed some of the world’s strictest climate regulations while offshoring much of the industrial base required for the energy transition. The bloc is heavily dependent on...