The stock market tested key levels to end the week while gold and silver dived in a risk-off shift. Google, AMD, Eli Lilly, Amazon and Palantir headline another big earnings week.

Dow Jones Futures: Risk-Off Shift For Stock Market? Google, AMD, Amazon, Palantir On Tap Investor's Business Daily

In a Wall Street era marked by investor crowding and retail momentum, this week showed how quickly conviction can evaporate. Trillions of dollars swung at a rapid clip as the most popular trades stumbled, with heavy positioning leaving little room for error. Precious metals took the biggest hit. Gold suffered its sharpest drop in decades while silver notched its biggest decline on record. Other consensus strategies — bets against the dollar , confidence in stock markets outside the US, beloved AI trades — wobbled by comparison. Yet while the volatility across precious metals was the week’s main event, it delivered a broader message: when trades harden into convention, even small shifts can produce outsized moves. The crowding was visible well before prices broke. Bank of America’s January fund-manager survey identified long gold as the most crowded trade in global markets. Demand was so relentless that the metal at one point sat 44% above its long-term trendline — a premium not seen since 1980. Keith Lerner , chief market strategist at Truist Advisory Services, puts it simply: “The consensus is always right — except at extremes.” This week tested the limits of that consensus. The dollar index on Friday had its biggest one-day gain since May, dealing a blow to bears, while equities in emerging markets had their worst session since that same month relative to American stocks. Cracks had surfaced on Thursday morning, when gold and silver dipped more than 7% in roughly 30 minutes before rebounding. The selloff accelerated on Friday after President Donald Trump nominated Kevin Warsh as the next chair of the Federal Reserve. The decision was not a big surprise — Warsh had been a popular candidate in prediction markets for days — but it sharpened a shift already under way. Long viewed as a hawk but more recently supportive of rate cuts, Warsh reintroduced uncertainty around the Fed’s path, unsettling markets that had been trading a clearly dovish outcome. That ambiguity he...

Russia Insists Venezuelan Scenario Will Not Happen In Cuba: 'No Easy Ride' Russian Ambassador to the UN Vassily Nebenzia vowed on Friday that there will be no repeat of the Venezuelan scenario in Cuba . "There has undoubtedly been betrayal in Venezuela, this is being said quite openly. Some high-ranking officials have, in fact, betrayed the president. This scenario will not work in Cuba . I think that the Americans, despite the rhetoric they have been using against Cuba lately, are still just rhetoric. Because there will be no easy ride in Cuba if they want to repeat something like what happened in Venezuela ," Nebenzia told a Russian TV channel. The statements come a day following Trump signing a new executive order declaring a national emergency related to Cuba and creating a new tariff mechanism targeting countries that supply oil to the island-nation. Already Cuba's vital flow of Venezuela oil has been cut off by US order. Illustrative: Polish S-125 air defense system mounted on a T-55 chassis. Belarus has recently modernized Soviet-designed S-125 surface-to-air missile systems for Cuba. Sourcre: Texty.org.ua Cuba "will be failing pretty soon," President Trump told reporters Tuesday during a visit to Iowa. "They got their oil from Venezuela. They're not getting that anymore." But it's true that Cuba has had much more preparation in terms of being in Washington's crosshairs, given the lengthy history of behind-the-scenes intelligence subterfuge stretching far back into the Cold War. China has also newly called out the US over its threats against Cuba , with the Chinese Foreign Ministry on Friday stating, "China stands firmly against inhumane practices and moves that deprive the Cuban people of their rights to subsistence and development." As for Russian Ambassador Nebenzia, he is also warning that any potential US action against Iran will be no walk in the park and will have massive consequences, describing that Tehran is actually now better prepared for this tha...

Moloco , an advertising technology company, is considering an initial public offering, according to people familiar with the matter, adding to a flurry of potential listings. The California-based firm has been in early talks with potential advisers on a first-time share sale, the people said, asking not to be identified because the information isn’t public. Moloco, which counts Tiger Global Management and Fidelity Management & Research Co. among its backers, was valued at more than $2 billion after a secondary share sale in 2023, according to a statement at the time. Companies weighing IPOs have ramped up activity in recent weeks after a four-year stretch of generally lackluster deal flow. The amount of funds raised this year is expected to increase, as bankers line up companies including SpaceX, which could raise about $50 billion, Bloomberg News has reported. Elon Musk’s SpaceX Said to Consider Merger With Tesla or xAI Jersey Mike’s Said to Tap Banks for $1 Billion-Plus US IPO Industrial Firm Madison Air Said to Seek $2 Billion-Plus in IPO Chat Platform Discord Is Said to File Confidentially for IPO Deliberations are ongoing and no final decisions have been made, the people said. Moloco didn’t immediately respond to requests for comment. Blackstone Inc. -backed Liftoff Mobile Inc. , a Moloco peer, is seeking to raise as much as $762 million in an IPO expected to take place next week. Shares of AppLovin Corp. , which operates in the mobile app marketing space, have dropped 36% off a December peak, although they’ve soared roughly 4,000% since the end of 2022. For the latest news on equity capital markets activity in the US, Canada and Latin America, follow the channel or visit NI BFWECMUS . To subscribe to ECM Watch , Bloomberg’s daily roundup of news from around the region, click here . Founded in 2013, Moloco’s flagship product is an advertising platform that incorporates artificial intelligence, its website shows. It also offers a platform to connect advertisers ...

Apple: Booming iPhone 17 Vs. Soaring Memory Costs (Rating Downgrade) (NASDAQ:AAPL) Seeking Alpha

adventtr/iStock via Getty Images Performance Assessment Apple Inc. ( AAPL ) has outperformed the broader market index since my last note on the stock: Performance since Author's Last Article on AAPL (Seeking Alpha, Author's Last Article on AAPL) Thesis Apple released its Q1 FY26 (Dec '25) results yesterday. Overall, my view is balanced, as I like some but not all aspects: iPhone 17 demand is strong, and the outlook is encouraging Rising memory costs can weigh down on gross margins AAPL may be close to fair value AAPL's relative performance is stuck in a range. iPhone 17 Demand is Strong, and the Outlook is Generally Encouraging Apple's iPhone 17 launch in Sep '25 has so far been a big success, as it is finally leading to growth in what were rather stagnant iPhone revenues for many years now: iPhone Revenues (USD mn) (Company Filings, Author's Analysis) The highest-end Pro Max model for the iPhone 17 is doing particularly well, as the first few months of adoption rate data show record-high adoption rates for this 17-series model compared to other series: Adoption Rate Curves for Pro Max iPhone Models (MixPanel, Author's Analysis) From a geographic perspective, China (17.8% of overall revenues as of Q1 FY26) saw a very noticeable growth acceleration bump: Greater China Revenues (USD mn) (Company Filings, Author's Analysis) This was due to a record number of customers upgrading their iPhone models, but also, more encouragingly, growth from people who switched from other phone brands. Moreover, a lot of the Chinese customers are entering the broader Apple products ecosystem for the first time : Greater China also grew 38% year-over-year, driven by iPhone, which had record upgraders and double-digit growth on switchers... We do see on non-iPhone products that the majority of customers that are buying a Mac, an iPad, a watch are still new to that product. - CEO Timothy Cook in the Q1 FY26 earnings call. I view this as a very encouraging sign of market share growth in Chin...

(RTTNews) - Mission Bancorp (MSBC) released a profit for its fourth quarter that Increased, from the same period last year The company's bottom line came in at $8.15 million, or $2.88 per share. This compares with $7.66 million, or $2.72 per share, last year. The company's revenue for the period rose 4.6% to $27.24 million from $26.04 million last year. Mission Bancorp earnings at a glance (GAAP) : -Earnings: $8.15 Mln. vs. $7.66 Mln. last year. -EPS: $2.88 vs. $2.72 last year. -Revenue: $27.24 Mln vs. $26.04 Mln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

NextEra Energy combines utility stock stability with renewable energy upside. I've owned NextEra Energy (NEE 0.32%) shares for a few years now, but I haven't increased my position since I originally bought in. That's going to change in 2026. I plan to load up on the stock and hold it for several more years. Let's talk about why I like NextEra Energy so much. Expand NYSE : NEE NextEra Energy Today's Change ( -0.32 %) $ -0.28 Current Price $ 87.90 Key Data Points Market Cap $184B Day's Range $ 86.16 - $ 88.29 52wk Range $ 61.72 - $ 89.19 Volume 10M Avg Vol 9.6M Gross Margin 35.48 % Dividend Yield 2.57 % A hybrid energy company NextEra posted its fourth-quarter and full-year 2025 earnings on Jan. 27. There was a lot to like and even more to look forward to. NextEra's earnings-per-share (EPS) growth hit 8.2% and the company said it expects its compound annual growth rate in adjusted EPS to remain above 8% through 2032. NextEra also anticipates growing its dividends per share about 10% per year through 2026, and then 6% through 2028. NextEra is a hybrid of a regulated utility company and a fast-growing renewable energy business. Through Florida Power & Light, NextEra generates excellent cash flow and reliable returns. Meanwhile, the renewables arm is adding storage capacity to its backlog and capitalizing on rapidly rising electricity demand from artificial intelligence (AI) data centers and beyond. Partnerships with Alphabet's Google Cloud and Meta Platforms are a bullish sign that NextEra Energy will play a vital, long-term role in supplying power to the major AI and tech players. NextEra trades at a fair price Because of NextEra's dual-business model, investors have a natural hedge against the volatility of a renewable energy company. It's good for both growth and income. NextEra stock is up 19% year to date and is currently trading at a forward price-to-earnings (P/E) ratio of about 21. This is right in line with its utility peers, which may not offer as much upside ...

Welcome to ETF IQ, a weekly newsletter dedicated to the $19 trillion global ETF industry. I’m Bloomberg News reporter and anchor Katie Greifeld . What Kind of Bird? The horse race (bird race?) that’s captivated Wall Street over the past several months came to a conclusion early Friday morning: President Donald Trump is nominating Kevin Warsh to be the next chair of the Federal Reserve. Treasury yields churned as bond traders tried to decide how to feel. On one hand, Warsh took great lengths this past year to align himself with the president’s rallying cry for lower interest rates. But on the other hand, Warsh has historically presented as a hawk — during his tenure as a Fed governor from 2006 to 2011, he consistently supported higher interest rates given his inflation concerns, and has been critical of the central bank’s balance-sheet expansion in the years since his resignation. Add it together, the consensus seems to be that a Kevin Warsh Fed will eventually translate into a steeper yield curve. The logic there is that Warsh will be less inclined to use the Fed’s balance sheet to influence the shape of the yield curve — potentially sending long-end rates higher — while near-term rate cuts will send short-end yields lower. At least, that was the kneejerk reaction on Friday: the 5s30s yield curve steepened by about five basis points. The good news for ETF investors is that they’ve been merrily offloading long-dated bonds for over a year at this point. Take a look at the $45.5 billion iShares 20+ Year Treasury Bond ETF (ticker TLT): more than $8 billion has exited from the fund over the past year, the biggest outflow of any bond ETF. More than $2 billion of that outflow has come in the opening month of 2026 alone. Now, I’m not actually suggesting that investors were yanking money out of TLT over the past 12 months in anticipation that Trump would pick a QE-skeptic to lead the Fed. But they’re certainly well-positioned for it. Keeping a Key Man There’s also good news ...

And to illustrate that lack of trust, everyone I have encountered on this trip, from government officials to the corporate and cultural delegation to journalists, have taken more electronic security precautions than on any other trip I have been on. Most are on temporary phone numbers and many have left their usual digital devices at home.

Merion Road Capital Management, in its fourth-quarter client letter, said that it acquired shares of Janus Henderson Group ( JHG ) after the group received a non-binding acquisition proposal by their largest shareholder to acquire the company at $46.00. Additionally, the fund built a position in Ascent Industries ( ACNT ), a small specialty chemicals company that is transforming into a pure play with a pristine balance. The fund said that its cash position sits at 16% of the portfolio, while a relatively safe merger arbitrage position accounts for another 6%. Source: client letter More on Janus Henderson Janus Henderson: Trian Makes An Attractive Deal Janus Henderson: Trian Finally Makes A Move (Rating Upgrade) Janus Henderson Non-GAAP EPS of $2.01 beats by $0.82, revenue of $1.14B beats by $376.91M Janus Henderson Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Janus Henderson

The group of major oil producers known as OPEC+ will have to take oil flow uncertainty and an expected global supply surplus into account when they meet this weekend to discuss production targets.

hapabapa The U.S. Securities and Exchange Commission on Friday named Demetrios (Jim) Logothetis as chairman of the Public Company Accounting Oversight Board. Logothetis retired in 2019 from Ernst & Young, one of the Big Four accounting firms, where he served as the lead partner for several of EY's largest clients. The regulator also appointed Mark Calabria, Kyle Hauptman and Steven Laughton as PCAOB board members, it said in a statement. The new board members are succeeding Kara Stein and Tony Thompson, whose terms were slated to expire Oct. 24 of 2026 and 2027. Christina Ho left the board this week. More on Markets Warehouses De Pauw SA 2025 Q4 - Results - Earnings Call Presentation LyondellBasell Industries N.V. 2025 Q4 - Results - Earnings Call Presentation LyondellBasell Industries N.V. (LYB) Q4 2025 Earnings Call Transcript Flowco Holdings declares $0.08 dividend First Keystone GAAP EPS of $1.22

财联社1月31日讯（编辑 赵昊） 截至周五（1月30日）美股收盘，三大指数集体下跌，科技巨头多数走低，仅苹果和特斯拉收升，其中特斯拉股价涨3.32%。 前一日有消息称，埃隆·马斯克旗下的SpaceX正探讨与特斯拉进行潜在合并，同时还考虑与同属于马斯克的人工智能初创公司xAI 深化战略合作 。 这表明，全球首富马斯克正在权衡如何整合其庞大的商业版图。 分析指出，若这一系列动作落地，将整合火箭发射、星链卫星网络、电动汽车、社交媒体平台及生成式AI技术，构建全球科技领域的“超级生态体”。 知情人士透露，SpaceX正评估多种资本运作方案，包括直接收购特斯拉股份或推动三方换股合并。 知情人士称，任何交易都可能吸引基础设施基金以及中东主权财富基金的浓厚兴趣。其中一位人士指出，交易可能还需要大量的融资。 知情人士表示，目前尚未做出最终决定，细节仍可能变化，这些公司也可能选择各自保持独立运营。 在马斯克对SpaceX的长期规划中，不同业务板块之间具有潜在协同效应。他曾设想将数据中心送入太空，为人工智能提供复杂计算能力。 如果工程技术可行，xAI将能从SpaceX在轨数据中心提供的算力中受益。特斯拉在储能方面的能力，也能帮助SpaceX利用太空太阳能为数据中心供电。 马斯克还曾讨论利用SpaceX的火箭，将特斯拉的人形机器人Optimus送往月球甚至火星。事实上，SpaceX和特斯拉也都已经与xAI建立了联系。 马斯克长期以来一直在处理旗下公司之间业务重叠的问题，并提出多种整合方案。他曾表示，特斯拉的AI项目对公司未来至关重要，也曾暗示可能将这些业务转移至xAI。 若与其中任何一家公司合并，SpaceX的IPO时间表可能受到影响。 知情人士称，SpaceX考虑在6月（马斯克生日附近）上市，融资额可能高达500亿美元，或成为史上规模最大的IPO，公司有望达到1.5万亿美元，接近特斯拉的1.6万亿美元。 上月， SpaceX首席财务官Bret Johnsen表示，IPO将有助于为仍处于开发阶段的“星舰”火箭实现“疯狂发射频率”提供资金，并支持未来在月球建立基地的计划。

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Exclusive: SpaceX generated about $8 billion in profit last year ahead of IPO, sources say Reuters

1月31日热门中概股普跌， 纳斯达克 中国金龙指数（HXC）收跌2.36%。 上涨股当中（按市值从高到低）， 新东方 涨1.55%。 下跌股当中（按市值从高到低）， 台积电 跌2.65%， 阿里 巴巴 跌2.69%， 拼多多 跌1.59%， 网易 跌2.48%， 百度 跌2.75%， 日月光半导体 跌4.04%， 京东 跌2.03%，携程跌1.05%， 中华电信 跌0.38%， 腾讯音乐 跌2.27%， 联电 跌3.78%， 富途 控股跌1.40%， 贝壳 跌3.21%， 理想 汽车跌3.65%， 中通 跌1.39%，小鹏汽车跌3.28%， 华住酒店集团 跌3.02%， 哔哩哔哩 跌3.95%，中国新城农村跌0.50%， 蔚来 跌1.47%，满帮跌2.46%。 美股周五收跌，标普500指数连续第三个交易日下滑。但在1月份，三大指数均得涨幅。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179.09点，跌幅为0.36%，报48892.47点；纳指跌223.30点，跌幅为0.94%，报23461.82点；标普500指数跌29.98点，跌幅为0.43%，报6939.03点。 领涨中概股列表： 领跌中概股列表： （截图来自新浪财经APP 行情-美股-中概股热门板块）下载新浪财经APP 责任编辑：张俊 SF065

Key Points Pinnacle Financial Partners recently closed on its merger with Synovus. With their respective geographical overlap, the combined banks anticipate wringing out high cost and growth synergies. Pinnacle Financial shares have underperformed relative to other regional bank stocks, but the stock could make a massive recovery over the next two years. 10 stocks we like better than Pinnacle Financial Partners › Over the past year, regional bank stocks have generally been trending higher. That hasn't been the case, however, for Tennessee-based Pinnacle Financial Partners (NYSE: PNFP). A key reason for Pinnacle's 20% decline has been the market's reaction to a now-completed merger with one of its competitors. Namely, investors were concerned about how this deal would dilute Pinnacle's tangible book value, as well as execution risks related to this deal. 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 » However, following its steady slide, the stock's valuation arguably now accounts for this uncertainty. In the event that post-merger synergies are achieved, the resultant positive impact on earnings could drive a strong recovery for shares. For Pinnacle Financial Partners, a new catalyst emerges Last July, Pinnacle Financial Partners announced its plans to merge with Synovus Financial in an $8.6 billion all-stock merger. The transaction closed on Jan. 2. Synovus, headquartered in Columbus, Georgia, is similar to Pinnacle in that it is a regional bank with operations primarily in the southeastern United States. For now, Pinnacle and Synovus will continue operating under their respective brands, but in 2027, they will consolidate under the Pinnacle brand. With this geographic overlap, there is a great opportunity for the combined financial institution to achieve cost and growth synergies. A path to past highs, then on to loftier price levels? As noted in Pinnacle's fourth-quarter 2025 i...

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Webull Corporation delivers digital trading and wealth management tools for retail investors in the online brokerage sector. Yong Rong (HK) Asset Management Ltd disclosed a new position in Webull Corporation (BULL 4.22%) as of January 29, acquiring 5 million shares in an estimated $38.85 million trade based on quarterly average pricing. What happened According to an SEC filing published January 29, Yong Rong Asset Management initiated a new position in Webull Corporation (BULL 4.22%), acquiring 5 million shares. The quarter-end value of the position totaled $38.85 million. What else to know This new position accounts for 11.78% of the fund’s reportable U.S. equity assets as of December 31. Top holdings after the filing: NYSE: CRCL: $78.84 million (24.0% of AUM) NASDAQ: GOOGL: $47.01 million (14.3% of AUM) NASDAQ: SUPX: $43.09 million (13.1% of AUM) NASDAQ: BULL: $38.85 million (11.78% of AUM) NASDAQ: ETHA: $32.91 million (10.0% of AUM) As of January 29, Webull Corporation shares were priced at $7.34. Company overview Metric Value Price (as of 1/29/26) $7.34 Market capitalization $3.68 billion Revenue (TTM) $513.50 million Net Income (TTM) $32.49 million Company Snapshot Webull Corporation offers a digital investment platform with trading services, wealth management product distribution, market data, user community features, and investor education resources. The company operates a technology-driven business model focused on providing accessible, data-rich trading and investment tools to retail investors. It serves a broad retail investor base, leveraging a large employee workforce and a global digital presence. Webull Corporation operates at scale in the digital brokerage and wealth management sector, leveraging a technology-first approach to serve over a thousand employees and a broad retail investor base. The company's strategy centers on providing accessible, data-rich trading and investment tools, positioning it competitively among online financial platforms. Its...

Peloton cuts 11% of staff in cost-cutting push, spokesperson says Reuters