NVIDIA Corporation NVDA, a leading designer of artificial intelligence (AI) processors, and Taiwan Semiconductor Manufacturing Company Limited TSM, or TSMC, the manufacturer of advanced AI chips, have seen their shares climb 59.9% and 62%, respectively, over the past year. This growth momentum shows no signs of slowing down, as incessant AI demand, expanding data centers, and easing trade tensions are expected to continue boosting revenues and profitability. Let’s take a look at what’s driving their upside potential and why investors remain bullish on these stocks. TSMC Poised for Major Gains as AI Expands Continued strong demand for TSMC’s leading-edge process technologies is expected to drive future growth, as it has in the past. For the first quarter of 2026, TSMC projects revenues between $34.6 billion and $35.8 billion, according to investor.tsmc.com. This would surpass fourth-quarter 2025’s $33.73 billion, a 25.5% year-over-year increase and a 1.9% sequential rise. TSMC’s profitability is set to strengthen, with the company expecting its gross profit margin for the first quarter of 2026 to be between 63% and 65%, slightly higher than the fourth quarter of 2025’s 62.3%. As more AI hyperscalers build new data centers, demand for TSMC’s chips powering these computing units is expected to increase, driving higher profit margins. As a result, TSMC is expected to see earnings growth of 46.2% for the current quarter and 29.1% for the full year. TSMC’s $14.01 Zacks Consensus Estimate for earnings per share (EPS) implies growth of 27.1% year over year. Zacks Investment Research Image Source: Zacks Investment Research Brokers are also bullish on TSMC’s prospects. They predict TSMC stock’s average short-term price target at $408, representing a 19.2% increase from the last close of $342.3. The highest target of $520 implies a potential upside of 51.9%. Zacks Investment Research Image Source: Zacks Investment Research NVIDIA Set for Growth on Eased Trade Tensions and AI D...

The year 2026 has opened with significant cross-asset volatility, driven by rising geopolitical risk, late-cycle monetary uncertainty and uneven earnings visibility. Rather than triggering broad sell-offs, these forces are producing sharp sector and asset-class rotations. Precious Metals Signal Risk Repricing The clearest signal is the extraordinary move in precious metals. Gold has traded above $5,300/oz(according to goldprice.org), while silver exceeded $110/oz over the past 30 days, marking one of the strongest monthly starts in decades. Gold is up roughly up 23% in January alone, which, according to Reuters, is its best monthly performance since the 1980s. FTSE Russell (LSEG) data underline the scale of the shift- gold rose 65.2% in 2025 and silver more than 150%, dramatically outperforming global equities, while gold-mining equities, as measured by the FTSE Gold Mines Index, gained 166.4%. By comparison, the FTSE All-World Index advanced 23.1%. This confirms that precious metals and gold miners dramatically outperformed global equities in 2025. Goldprice Image Source: Goldprice GOLDPRICE Image Source: GOLDPRICE Crypto: Diversifier, Not a Safe Haven Cryptocurrencies, by contrast, are behaving less like “digital gold” and more like a liquidity-sensitive satellite asset. Bitcoin has struggled to keep pace with metals during volatility spikes and has shown limited defensive characteristics during January’s risk shocks, supporting its role as a diversification tool rather than a primary hedge. 2026 Earnings Expected to be Resilient Amid Volatility Despite macro stress, the mean earnings-per-share (EPS) estimate for the Zacks S&P 500 Composite points to growth of 29.3% in 2026. Volatility has therefore become selective, with capital rotating away from leveraged cyclicals toward assets with pricing power, strong balance sheets or strategic scarcity. AI Capex Accelerating technological capital expenditure is a defining feature of this cycle. Companies continue to incre...

2026 Volatility Playbook: NVDA, B, NEM & More in AI, Gold & Power Yahoo Finance

The year 2026 has opened with significant cross-asset volatility, driven by rising geopolitical risk, late-cycle monetary uncertainty and uneven earnings visibility. Rather than triggering broad sell-offs, these forces are producing sharp sector and asset-class rotations. Precious Metals Signal Risk Repricing The clearest signal is the extraordinary move in precious metals. Gold has traded above $5,300/oz(according to goldprice.org), while silver exceeded $110/oz over the past 30 days, marking one of the strongest monthly starts in decades. Gold is up roughly up 23% in January alone, which, according to Reuters, is its best monthly performance since the 1980s. FTSE Russell (LSEG) data underline the scale of the shift- gold rose 65.2% in 2025 and silver more than 150%, dramatically outperforming global equities, while gold-mining equities, as measured by the FTSE Gold Mines Index, gained 166.4%. By comparison, the FTSE All-World Index advanced 23.1%. This confirms that precious metals and gold miners dramatically outperformed global equities in 2025. Image Source: Goldprice Image Source: GOLDPRICE Crypto: Diversifier, Not a Safe Haven Cryptocurrencies, by contrast, are behaving less like “digital gold” and more like a liquidity-sensitive satellite asset. Bitcoin has struggled to keep pace with metals during volatility spikes and has shown limited defensive characteristics during January’s risk shocks, supporting its role as a diversification tool rather than a primary hedge. 2026 Earnings Expected to be Resilient Amid Volatility Despite macro stress, the mean earnings-per-share (EPS) estimate for the Zacks S&P 500 Composite points to growth of 29.3% in 2026. Volatility has therefore become selective, with capital rotating away from leveraged cyclicals toward assets with pricing power, strong balance sheets or strategic scarcity. AI Capex Accelerating technological capital expenditure is a defining feature of this cycle. Companies continue to increase long-term invest...

CoreWeave Inc. (NASDAQ:CRWV) is one of the new stocks on the rise. On January 27, Deutsche Bank upgraded CoreWeave to Buy from Hold with a $140 price target, which was brought up from $100, as the firm noted a solid medium-term outlook heading into the Q4 2025 report. The firm believes that consensus revenue estimates for CoreWeave can move materially higher throughout 2026 if the company delivers capacity on plan to its contracted customers, and Deutsche sees an opportunity for the company to differentiate itself from peers during that year. A day before the Deutsche Bank rating, Mizuho analyst Gregg Moskowitz also raised the firm’s price target on CoreWeave Inc. (NASDAQ:CRWV) to $100 from $92 while maintaining a Neutral rating. This decision was made following the announcement that the company and Nvidia Corporation (NASDAQ:NVDA) are expanding their relationship to accelerate a 5GW capacity build-out alongside an incremental $2 billion equity investment. Deutsche Bank Upgrades CoreWeave (CRWV) to Buy Ahead of Q4 2025 Report While Mizuho remains somewhat more reserved regarding the scale of potential revenue upside over the next few quarters due to a highly capacity-constrained environment, Moskowitz noted that the announcement provides incremental confidence in the longer-term trajectory. CoreWeave Inc. (NASDAQ:CRWV) operates a cloud platform that provides scaling, support, and acceleration for GenAI. It builds the infrastructure that supports compute workloads for enterprises. While we acknowledge the potential of CRWV as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally publish...

Even assuming MI450 arrives on time, AMD stock simply costs too much. Advanced Micro Devices (AMD 6.19%) stock tumbled 5% through 2:35 p.m. ET Friday -- but maybe it should not have? In a note out this morning, Wells Fargo analyst Aaron Rakers both identified the catalyst behind today's AMD stock decline and also explained why he thinks today's sell-off is a mistake. Risk and opportunity: the MI450 AI chip Rakers blames a report from independent research and analysis company SemiAnalysis, which covers semiconductors in general and artificial intelligence in particular, for AMD's sudden decline. As you're probably aware, AMD is trying to break into the AI market that Nvidia (NVDA 1.33%) currently dominates. AMD says its "MI350 Series GPUs set a new standard for Generative AI and high performance computing (HPC) in data centers," and its upcoming MI450 chip will be even better. But according to SemiAnalysis, AMD has hit a hiccup in developing the MI450, and that chip will be delayed. Rakers begs to differ. AMD has good "traction" on MI450, says Wells's analyst, and should begin ramping production of the chip in the second half of this year. Worries to the contrary are overblown, and Wells, which has a $345 price target and an overweight rating on AMD, "would be a buyer on stock weakness," reports TheFly.com. Expand NASDAQ : AMD Advanced Micro Devices Today's Change ( -6.19 %) $ -15.60 Current Price $ 236.58 Key Data Points Market Cap $411B Day's Range $ 235.76 - $ 245.21 52wk Range $ 76.48 - $ 267.08 Volume 1.3M Avg Vol 40M Gross Margin 44.33 % Is AMD stock a buy? Is Raker right to be optimistic? I admit I have no special insight into AMD's progress on MI450. But let's assume he's right about MI450 being on track. Most analysts see AMD growing earnings 44% annually over the next five years, so a 40-50x price-to-free cash flow ratio or price-to-earnings ratio should suffice to make this stock a buy. Problem is, AMD currently costs 76 times FCF and 124 times earnings. A...

北京时间1月31日凌晨，美股周五尾盘维持下跌局面。美国总统特朗普提名凯文沃什接替鲍威尔担任美联储主席。市场料其最终将不支持大幅降息，因此仍维持今年只有两次降息的预期。金银价格暴跌。 道指跌206.23点，跌幅为0.42%，报48865.33点；纳指跌204.69点，跌幅为0.86%，报23480.43点；标普500指数跌30.03点，跌幅为0.43%，报6938.98点。 特朗普宣布提名凯文沃什为美联储主席后，国际黄金价格周五大幅下跌，即将创下1983年以来的最大单日跌幅；国际白银价格暴跌近30%，大概率迎来历史最差单日表现。 现货黄金报每盎司4883.62美元，跌幅9.5%，该品种此前在周四刚创下5594.82美元的历史峰值。随后重回4900美元/盎司，较日低反弹超200美元。 美国2月交割的黄金期货合约收于每盎司4745.10美元，跌幅11.4%。 分析师将此次抛售潮归因为获利了结，这一行情也对其他贵金属品种形成承压。 渣打银行大宗商品研究全球主管苏琪-库珀表示，市场本就存在回调需求，此次抛售的触发因素或为多重因素叠加，既包括美联储主席人选的公布，也涉及更宏观的资金流动层面。 她补充道：“无论从美元走势还是实际收益率预期来看，这些因素共同作用，成为了获利了结的导火索。” 特朗普提名沃什担任美联储主席 特朗普周五宣布拟提名凯文-沃什（Kevin Warsh）出任下一任美联储主席，市场将这一人选视为相对鹰派的选择，消息公布后，美元回吐部分涨幅，美国国债收益率曲线走陡。 特朗普在其Truth Social平台上发文称：“我认识凯文很长时间了，毫无疑问他将成为伟大的美联储主席之一，也许是最好的。” 据分析，沃什很可能难以兑现特朗普所要求的大幅降息举措。 美联储其他官员本就对降息的合理性持怀疑态度，若沃什急于推动降息落地，恐难以说服一众同僚附和。此举还可能令其丧失金融市场的信任，而颇具矛盾的是，这反而会推高对实体经济影响更为关键的长期利率。 沃什的任命最终由美国参议院决定，其提名需经参议院投票确认。 鉴于民主党人乃至部分共和党人已对美联储的独立性前景表达担忧，这一任命流程恐将引发激烈争议；特朗普政府司法部还对现任美联储主席鲍威尔启动了调查，更是加剧了这一担忧（此次调查的事由为美联储总部翻修工程）。 一些美国政界人士也反对特朗普对沃什的提名。美国参议院银行委员会民主党首席成...

Why Advanced Micro Devices Stock Just Dropped The Motley Fool

In recent years, the cryptocurrency market has expanded from a niche, loosely regulated market to a mainstream market subject to much tighter rules and regulations. Many of the market's smaller meme coins have also fizzled out as blue chip tokens -- such as Bitcoin (CRYPTO: BTC) and Ether (CRYPTO: ETH) -- rose to the top. So if you're interested in trading cryptocurrencies this year, you should be mindful of these two upcoming changes. Image source: Getty Images. First, U.S. senators recently drafted a complete regulatory framework for the cryptocurrency market. If signed into law, it would clearly define which crypto tokens are securities, commodities, or other investments, and allow the Commodity Futures Trading Commission (CFTC) to regulate the industry rather than the Securities and Exchange Commission ( SEC ). Those more explicit rules, which have drawn mixed reactions from crypto companies, could convince more retail and institutional investors to increase their exposure to the cryptocurrency market. Continue reading

Key Points Sweetgreen remained volatile as investors are uncertain about its turnaround potential. Goldman Sachs reiterated a sell rating on the stock. A strong report form Starbucks wasn't enough to give Sweetgreen a boost. 10 stocks we like better than Sweetgreen › Shares of Sweetgreen (NYSE: SG) were heading lower again this week as a broader sell-off in growth stocks and a reaffirmed sell rating from Goldman Sachs weighed on the struggling fast-casual salad chain. Even an upbeat report from Starbucks wasn't enough to give Sweetgreen a boost, and the fast-casual stock was down 15.1% for the week as of 2:05 p.m. ET, according to data from S&P Global Market Intelligence. 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 » Sweetgreen slides again There was no major news out on Sweetgreen this week, but the stock has been swinging with broader market sentiment since it plunged following its third-quarter earnings report in November. This week, Goldman Sachs weighed in on the stock, reiterating a sell rating but raising its price target from $5 to $5.60. Analyst Christine Cho noted that restaurant stocks have outperformed the S&P 500 this year, and household spending could get a boost from stimulus and tax cuts, though much of the industry is still struggling. Starbucks had some positive news as it reported comparable sales growth of 4% in the U.S., a good sign for consumer discretionary spending, though that may be the result of CEO Brian Niccol's overhaul of the business. Additionally, tech stocks and growth stocks faltered at the end of the week, adding to Sweetgreen's woes. Can Sweetgreen bounce back? Sweetgreen has a lot of potential as the leading fast-casual salad chain, but it also deserves to be in the penalty box after an awful 2025 that included plunging same-store sales and the sale of the automation platform behind the Infinite Kitchen, though it retained the rights to use ...

Unmentioned but present, Trump is a common denominator in Asia-Europe ties toggle caption Kin Cheung/AP/Pool AP BEIJING — Stability. Consistency. Ever-changing complexity. With language like that, deployed in separate meetings in three Asian capitals this week, government leaders forged closer ties driven in part by a figure halfway around the world: the president of the United States. And much of the time, they didn't even mention Donald Trump's name. IN BEIJING: The U.K. and Chinese leaders called Thursday for a "long-term, stable, and comprehensive strategic partnership" between their two countries. The important words are long-term and stable. The two countries committed a decade ago to building a comprehensive strategic partnership but progress has been halting at best. Sponsor Message IN HANOI: About 1,100 kilometers (700 miles) to the south, Vietnam and the European Union used the same phrasing on the same day. They upgraded ties to a comprehensive strategic partnership. The agreement places Vietnam on the same diplomatic footing with the EU as the United States, China and Russia. IN NEW DELHI: Two days earlier, the EU and India reached a major free trade accord that had been mired in negotiations for years. It covers everything from textiles to medicines and will bring down India's high tariffs on European wine and cars. Trump was not the only factor behind the agreements, but his shaking up of the global order is worrying friends and foes and driving them closer. From a purely economic perspective, his import tariffs have sent countries seeking new markets to reduce their dependency on the American consumer. More broadly, all the agreements have been accompanied by words from the leaders referring to the uncertainty that Trump has introduced to global affairs, though mostly without mentioning his name. The systems they have relied on to manage the world since the end of the Cold War and, in some cases since World War II, appear at risk. British Prime Minist...

圣路易斯联储行长阿尔伯托·穆萨莱姆表示，官员们目前应暂缓进一步下调利率，以防止加剧通胀压力。 “在通胀高于目标且前景面临的风险大致均衡的情况下，我认为此时将利率下调至宽松区域并不明智，”穆萨莱姆周五在为阿肯色州Rogers一场活动准备的讲稿中表示。 他还表示：“除了可能导致更高或更顽固的通胀以外，放松政策还可能通过推 高通 胀预期和长期利率对劳动力市场产生反效果，从而拖累经济并损害就业。” 圣路易斯联储行长阿尔伯托·穆萨莱姆 穆萨莱姆重申，当前利率水平处于良好位置，使官员们能够根据需要对就业或通胀面临的风险作出应对。 美联储官员在去年连续三次会议降息后本周决定维持利率不变。在近期数据显示经济增长更为强劲且失业率有所企稳后，美联储主席杰罗姆·鲍威尔对经济表达了谨慎乐观的看法。 穆萨莱姆表示，如果劳动力市场进一步显现疲软迹象，且没有更多证据表明通胀居高不下或通胀预期上升，他将支持进一步降息。他还称，如果“通胀预期降至目标水平或低于目标”，他也会支持下调利率。 这位圣路易斯联储行长对前景持乐观态度，称他预计美国经济“今年将保持或高于趋势增长”。他还表示，劳动力市场一直在以“有序”的方式降温，出现大幅恶化的风险更小。 穆萨莱姆还表示，他预计关税的影响将在今年晚些时候消退，推动通胀率朝着美联储2%的目标迈进。 责任编辑：王许宁

Silver prices may be volatile, but miners of the precious metal should see expanding profit margins. Silver prices have tripled in the past year, from around $30 in late January 2025 to over $100 today. Silver offers a relatively safe haven to traditional stocks, and it's seen as a hedge against inflation, which has remained elevated in the past year. There's also a shortage of physical silver amid soaring demand for use in a variety of technologies, such as solar panels and electric vehicles. One estimate put the shortage at 95 million ounces in 2025. In other words, investors shouldn't count out silver yet, even after a massive move higher in the past few months. However, the safer way to play the metal may be by investing in silver mining companies, not the metal itself. Mining companies have a hidden advantage right now: As the price of silver soars higher than costs, profit margins expand. Geopolitical surprises add a twist to the silver story 2026 has started off with a repeat of many of the geopolitical storms of 2025 including tariff announcements and a push for the United States to acquire Greenland from Denmark. These events are creating rising uncertainty in global markets, and investors may find relatively safer returns in the resource space, with companies largely doing business in the United States. Among silver players in the U.S., Hecla Mining (HL 14.13%) may be best positioned. Founded in 1891, Hecla is the largest producer of silver in the U.S. and Canada, a friendly jurisdiction for resource companies. Currently, Hecla accounts for 37% of all silver produced in the U.S. and 29% in Canada. Expand NYSE : HL Hecla Mining Today's Change ( -14.13 %) $ -3.72 Current Price $ 22.60 Key Data Points Market Cap $18B Day's Range $ 22.30 - $ 25.00 52wk Range $ 4.46 - $ 34.17 Volume 2M Avg Vol 24M Gross Margin 33.05 % Dividend Yield 0.06 % As a commodity producer, Hecla's profitability is susceptible to swings in silver's price. For instance, following silver's...

Alex Pretti shooting by federal agents in Minneapolis prompts DOJ civil rights probe toggle caption Scott Olson/Getty Images One of two shooting deaths of U.S. citizens in Minneapolis by federal agents is the subject of a U.S. Department of Justice civil rights investigation. The Civil Rights Division is investigating the Saturday killing of Alex Pretti, but not the shooting death earlier this month of Renee Macklin Good by federal agents in Minneapolis, Deputy Attorney General Todd Blanche said in Washington on Friday. Pretti was shot multiple times Jan. 24 as Border Patrol officers tried to arrest him while he was recording immigration officers on his phone. Blanche says the probe is separate from the U.S. Department of Homeland Security's shooting investigation of the incident. Sponsor Message "It means talking to witnesses. It means looking at documentary evidence, sending subpoenas if you have to," Blanche told reporters at a news briefing Friday on multiple topics. "And the Department of Justice, Civil Rights Division has the best experts in the world at this." Blanche gave no investigation timetable nor did he commit to the release of body camera footage of the agents. He said the department's investigation would encompass events of that day as well as the days and weeks that preceded the Pretti shooting. Under questioning, Blanche said the fatal shooting of Good isn't receiving similar DOJ scrutiny. "There are thousands, unfortunately, of law enforcement events every year where somebody is shot," he said. "The Civil Rights Division of the Department of Justice does not investigate every one of those shootings. There has to be circumstances or facts, or maybe unknown facts, but certainly circumstances that warrant an investigation." Federal officials have excluded Minnesota investigators from assisting with reviews of both shootings, leading to a state lawsuit that seeks to require evidence of the Pretti shooting be maintained. State authorities haven't ruled...

SpaceX is considering a potential merger with either Tesla or xAI, according to people familiar with the matter. Bloomberg's Loren Grush and Kiel Porter break down what this possible consolidation of Elon Musk's empire could mean with Caroline Hyde and Ed Ludlow on "Bloomberg Tech.” (Source: Bloomberg)

Federal Reserve Bank of St. Louis President Alberto Musalem reacts to President Donald Trump picking Kevin Warsh to be the next chair of the Fed. He speaks at the annual Arkansas Business Forecast Luncheon in Rogers, Arkansas. (Source: Bloomberg)

Earnings Call Insights: Olin Corporation (OLN) Q4 2025 Management View Kenneth Lane, President and CEO, reported that the fourth quarter results were "significantly below our expectations" due to operational issues at the Freeport, Texas chlorinated organics asset and third-party raw material constraints, as well as a "sharp decline in chlorine pipeline demand in an already seasonally weaker quarter." Lane highlighted the announcement of a long-term EDC supply agreement with Braskem and the expansion of infrastructure in Brazil to grow caustic sales in 2026. He also noted significant growth in European Epoxy business contracts starting in Q1 2026, positioning Olin as the last integrated supplier of Epoxy in Europe. The Winchester business responded to lower ammunition demand by accelerating inventory reductions and rightsizing its cost structure. Lane stated, "Cash generation is a high priority for Olin, especially in the trough environment that we're in," with $321 million of operating cash flow generated and net debt held flat versus year-end 2024. Lane detailed the Beyond250 structural cost reduction program, saying, "In 2025, we delivered $44 million in structural cost savings and we expect to add an incremental $100 million to $120 million of annual Beyond250 savings during 2026." Todd Slater, Senior VP & CFO, stated, "Despite the challenges we encountered that impacted our adjusted EBITDA during the fourth quarter and throughout 2025, I'm pleased to report that we successfully achieved our 2025 cash flow and working capital objectives." Outlook Lane projected "first quarter earnings lower than fourth quarter 2025" due to "continued seasonally weaker demand and higher costs in our CAPV business." Winchester results are expected to "modestly improve from the fourth quarter, with higher commercial ammunition volume and pricing to offset rising copper and brass costs as well as lower operating costs from our new operating model." Management expects "full year 2026...

Key Points Fiserv's stock fell 70% last year, and it trades near a decade-low valuation as management reset its growth expectations. The company serves over 10,000 financial institutions and processes billions of transactions annually. Fiserv has revised its growth projections downward due to the normalization of inflation-driven growth in Argentina. 10 stocks we like better than Fiserv › Fiserv's (NASDAQ: FISV) stock price plummeted by 70% last year, including a one-day decline of 44% in October 2025 following its third-quarter earnings results. The company's growth projections took a big hit, and things proved more fragile than believed. The stock now trades at a decade-low valuation as we enter 2026, but is it a good stock to buy? Let's dive into the business to find out. 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 » The good news on Fiserv Fiserv provides the "monetary plumbing" for the economy and serves over 10,000 financial institution clients globally. The company managed 1.7 billion accounts and authorized 90 billion transactions annually. One key part of its business is its Clover point-of-sale system. This system and platform enable small and medium-sized businesses to accept various payment methods from consumers, including debit, credit, and digital wallets. Beyond payments, merchants also get tools to help with things like inventory management, employee scheduling, and customer engagement. Clover is one aspect of Fiserv's wide-ranging payments business. The company also provides technology infrastructure for banks and other financial institutions, including payment processing, card issuance, and banking services. IN the first nine months of 2025, Fiserv generated $15.9 billion in revenue and $2.7 billion in net income. The bad news on Fiserv Although Fiserve has a strong technology platform at the center of global payments, the company has faced serious struggles o...

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets are moving lower on Friday , putting the S & P 500 's positive week in jeopardy. Apple shares are down despite an exceptional quarter reported Thursday evening and better-than-expected revenue and gross margin guidance. Fears that rising memory prices will hurt margins in the second half of 2026 are weighing on the stock, even as some of those constraints are driven by iPhone demand. Sales of iPhones grew 23% year over year, its best result since the September 2021 quarter. We continue to say, "Own Apple; don't trade it." Elsewhere in the market, there isn't exactly a race to buy the enterprise software-as-a-service stocks after Thursday's carnage, but there are signs of stabilization in Microsoft , CrowdStrike , and Palo Alto Networks . Eli Lilly continues to expand its U.S. manufacturing footprint . The pharmaceutical giant announced Friday it plans to invest more than $3.5 billion in a new facility in the Lehigh Valley of Pennsylvania. The site will be Lilly's latest location for making injectable medicine. It is expected to produce next-generation weight-loss therapies, including retatrutide , an injectable medication with higher weight-loss efficacy than Zepbound, its commercially available obesity treatment. In a Phase 3 study, participants with obesity and knee osteoarthritis taking retatrutide 12 mg lost an average of 28.7% of their body weight at 68 weeks . Construction of the facility is expected to begin this year, with plans to be operational in 2031. Eli Lilly's latest announcement is part of a larger investment commitment of more than $50 billion to boost manufacturing in the United States. The move is aimed at avoiding import tariffs and maintaining a domestic supply edge over its competitors. As we examine Eli Lilly's expanding portfolio of obesity drugs, each product is de...

In this podcast, Motley Fool retirement expert Robert Brokamp discusses how to choose the right account with financial planner and CPA Sean Mullaney, who writes the FITaxGuy blog and is the co-author, along with Cody Garrett, of Tax Planning To and Through Early Retirement. Also in this episode: 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 » The stock market is broadening, with small caps, value stocks, and international stocks outperforming U.S. large-cap stocks since November. What's going on with gold? A new study estimates how much of the cost of tariffs has been absorbed by consumers, importers, and retailers. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy. A full transcript is below. The $23,760 Social Security bonus most retirees completely overlook If you're like most Americans, you're a few years (or more) behind on your retirement savings. But a handful of little-known "Social Security secrets" could help ensure a boost in your retirement income. One easy trick could pay you as much as $23,760 more... each year! Once you learn how to maximize your Social Security benefits, we think you could retire confidently with the peace of mind we're all after. Join Stock Advisor to learn more about these strategies. View the "Social Security secrets" » This podcast was recorded on Jan. 24, 2026. Robert Brokamp: Choosing the right retirement account and the long-term return of gold. That and more on this Saturday Personal Finance edition of Motley Fool Money. I'm Robert Brokamp, and this week, I speak with financial planner and CPA Sean Mullaney about why some investors should favor pre-tax traditional retirement accounts, despite all the benefits of Roth accounts. But first, hear a few items from the news last week. First up, we turn to the latest weekly asset all...

格隆汇1月31日｜花旗周五表示，黄金投资配置受到一系列相互交织的地缘政治和经济风险的支撑，但其中约一半的风险可能会在今年晚些时候消退。花旗银行表示，支撑黄金需求的一些核心风险因素——包括对美国政府债务的担忧以及AI不确定性——都有可能导致金价维持在高于历史平均水平的高位。然而，该行估计，目前定价于黄金价格中的大部分风险在2026年都不会真正显现，或者即便显现也无法撑到2026年后。该行补充道：“我们看到特朗普政府正努力在2026年中期选举期间实现‘美国式的黄金稳定’，我们还看到俄乌冲突将结束，伊朗局势也将最终趋于缓和，这些都将意味着风险相对于当前水平有所下降。如果沃什的提名获得批准，这将进一步证实我们长期以来的观点，即美联储仍保持其政治独立性。而这一观点又是影响黄金价格的另一个中期负面因素。”

参议院民主党党鞭Durbin就凯文.沃什发表声明，质疑沃什是否有“胆量”指出特朗普的政策错误。(财联社) 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

JHVEPhoto UnitedHealth Group ( UNH ) faced a punishing week as shares tumbled nearly 20% on Tuesday following a one-two punch of disappointing Q4 earnings and an unexpected Medicare Advantage rate proposal from the Centers for Medicare & Medicaid Services. The healthcare giant’s revenue guidance for 2026 fell well below Street expectations, signaling what would be its first annual revenue decline in more than three decades. Still, despite the sharp selloff, analyst sentiment remains mixed, with several experts maintaining Buy ratings even while they acknowledged the challenging road ahead. What Happened to UnitedHealth? UnitedHealth reported Q4 2025 adjusted earnings per share of $2.11, in line with consensus. Meanwhile, the firm’s revenue of $113.2 billion missed estimates by approximately $520 million despite 12% year-over-year growth. The company also took a $1.6 billion post-tax charge related to restructuring, divestitures, and lingering cyberattack costs. Investors were more concerned with the 2026 outlook. Management guided for revenue of more than $439 billion, significantly below the $456 billion analyst consensus, and adjusted EPS of greater than $17.75. The earnings report came just hours after the CMS proposed a net average payment increase of just 0.09% for Medicare Advantage plans in 2027. This was dramatically below the 4% to 6% increase analysts had anticipated. This proposal sent managed care stocks tumbling in after-hours trading, with Humana ( HUM ), CVS Health ( CVS ), and Elevance Health ( ELV ) all experiencing significant declines. The combination of weak guidance and regulatory headwinds wiped out more than $50 billion in market capitalization for UNH in a single trading session. Management indicated the company would prioritize margin recovery over membership growth in 2026, expecting Medicare Advantage membership to contract by 1.3 to 1.4 million members. The medical care ratio came in at 89.1% for 2025, up from 85.5% in 2024, reflecting pr...

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(Check out Carter's worthcharting.com for actionable recommendations and live nightly videos.) The Silver/Gold ratio now is as extreme as it was in January of 1980 and as extreme as in April of 2011. The Red circles depict excellent junctures to sell silver and buy gold. The green circles depict excellent junctures to buy silver and sell gold. The current reading is extreme, as all will know, and the current circumstance is highly likely to be resolved exactly the way it was resolved each and every time back to 1970 where a red circle has been drawn on the chart: sell silver / buy Gold. DISCLOSURES: None. All opinions expressed by the CNBC Pro contributors are solely their opinions and do not reflect the opinions of CNBC, or its parent company or affiliates, and may have been previously disseminated by them on television, radio, internet or another medium. THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSTITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. THE CONTENT IS GENERAL IN NATURE AND DOES NOT REFLECT ANY INDIVIDUAL'S UNIQUE PERSONAL CIRCUMSTANCES. THE ABOVE CONTENT MIGHT NOT BE SUITABLE FOR YOUR PARTICULAR CIRCUMSTANCES. BEFORE MAKING ANY FINANCIAL DECISIONS, YOU SHOULD STRONGLY CONSIDER SEEKING ADVICE FROM YOUR OWN FINANCIAL OR INVESTMENT ADVISOR. Click here for the full disclaimer.