It used to be, when markets were in turmoil, investors knew which defensive assets offered safe haven. Gold. Treasuries. The dollar, yen and Swiss franc. And, of course, everyone’s favorite digital gold: Bitcoin. These trades are being turned on their heads at a time when investors are facing the riskiest geopolitical environment for decades. Gold — instead of being a reliably boring store of valu...
It used to be, when markets were in turmoil, investors knew which defensive assets offered safe haven. Gold. Treasuries. The dollar, yen and Swiss franc. And, of course, everyone’s favorite digital gold: Bitcoin. These trades are being turned on their heads at a time when investors are facing the riskiest geopolitical environment for decades. Gold — instead of being a reliably boring store of value — is behaving like a meme stock. After surging 30% this year to touch almost $5,600 an ounce, the precious metal plunged as much as 18% in just two trading sessions. “Gold, it’s a symbol of stability, but such a move is not a symbol of stability,” said Dominik Sperzel, the head of trading at Heraeus Precious Metals, a leading bullion refiner. “In my career it’s definitely the wildest that I have seen.” Silver is even more volatile — sinking as much as 36% on Friday after a 70% run up in January. It fell as much as 16% on Monday. So far, so wild. But gold and silver rallied because they were supposed to be the safe alternative to Treasuries and the dollar as investors quit US assets over President Donald Trump’s controversial policies — the so-called debasement trade . Despite a rebound in the greenback, many market participants are warning of further weakness. DoubleLine Capital CEOJeffrey Gundlach said last week the greenback hadn’t acted like a haven currency for a while. What about the yen? The Japanese currency has been under pressure amid concern Prime Minister Sanae Takaichi’s stimulus plans will spark a bond selloff. Over the weekend Takaichi talked up the benefits of a weaker yen , further undermining its outlook, before walking back her comments. Bitcoin, meanwhile, is approaching its weakest level since Trump retook the White House more than a year ago. That leaves the Swiss franc as favored haven . Even then, the currency’s 10-day volatility has surged to one of its highest levels in the past five years. Shelter, right now, is hard to find. What You Need to Kno...
Retirement Planning Group LLC NY grew its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 190.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 16,367 shares of the computer hardware maker's stock after purchasing an additional 10,737 shares during the quarter. NVIDIA comprises abou...
Retirement Planning Group LLC NY grew its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 190.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 16,367 shares of the computer hardware maker's stock after purchasing an additional 10,737 shares during the quarter. NVIDIA comprises about 2.3% of Retirement Planning Group LLC NY's investment portfolio, making the stock its 16th biggest position. Retirement Planning Group LLC NY's holdings in NVIDIA were worth $3,054,000 at the end of the most recent quarter. Other large investors have also recently bought and sold shares of the company. Brighton Jones LLC increased its holdings in shares of NVIDIA by 12.4% during the 4th quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker's stock valued at $43,631,000 after acquiring an additional 35,815 shares during the last quarter. Bank Pictet & Cie Europe AG grew its holdings in NVIDIA by 1.0% during the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker's stock valued at $315,100,000 after purchasing an additional 22,929 shares during the last quarter. Highview Capital Management LLC DE raised its position in shares of NVIDIA by 6.7% in the fourth quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker's stock valued at $7,842,000 after purchasing an additional 3,653 shares during the period. Hudson Value Partners LLC lifted its stake in shares of NVIDIA by 30.7% in the fourth quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker's stock worth $6,805,000 after buying an additional 11,900 shares during the last quarter. Finally, Wealth Group Ltd. boosted its holdings in shares of NVIDIA by 15.7% during the 1st quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker's stock worth $715,000 a...
Utilities analysts are having a moment as the energy sector gets a boost from AI. With an extra 94 gigawatts forecast to be needed by 2030 to power all these data centers, energy investment has become a hot play as investors take a "picks and shovels" approach. But one long-time utilities analyst says that -- from a utilities perspective -- we're already set to overbuild capacity by twice as much ...
Utilities analysts are having a moment as the energy sector gets a boost from AI. With an extra 94 gigawatts forecast to be needed by 2030 to power all these data centers, energy investment has become a hot play as investors take a "picks and shovels" approach. But one long-time utilities analyst says that -- from a utilities perspective -- we're already set to overbuild capacity by twice as much is needed. Andy DeVries, head of investment grade credit and head of utilities and power at CreditSights, talks to us about the math behind his infrastructure overbuild analysis, who's been making money (so far) from the data center boom, and what we already see playing out in the credit markets. (Source: Bloomberg)
Ric Roman Waugh’s predictable plot redeemed by fight choreography as Statham faces up to Bill Nighy, and casting of young Hamnet actor Bodhi Rae Breathnach Say what you like about Jason Statham, but he definitely knows his fanbase and gives them what they want. In his latest vehicle, he is back playing a former armed-forces operative haunted by his violent past who is compelled to take up weaponry...
Ric Roman Waugh’s predictable plot redeemed by fight choreography as Statham faces up to Bill Nighy, and casting of young Hamnet actor Bodhi Rae Breathnach Say what you like about Jason Statham, but he definitely knows his fanbase and gives them what they want. In his latest vehicle, he is back playing a former armed-forces operative haunted by his violent past who is compelled to take up weaponry again. This is basically the setup for the Transporter franchise in which he starred, many more works featuring Statham and, to be frank, most action movies, which are (let’s face it) basically variations on Achilles sulking in his tent in the Iliad until he is forced to fight once more. There is nothing new under the sun. Shelter, formulaically directed by Ric Roman Waugh ( Greenland ) working from a script by Ward Parry (The Shattering), feels populated by indestructible plastic tropes that have cracked and faded after years of scorching sun exposure. Statham plays Mason, once a special-forces super soldier with secrets who is first met hiding on a remote island in the Outer Hebrides, with only goodest boy German shepherd Jack for company. Fans of the John Wick franchise will immediately feel anxious about Jack’s future – although if you’ve seen Leon: The Professional you probably won’t feel so worried about young Jesse (Bodhi Rae Breathnach), an orphaned girl whom Mason takes under his wing when her only relative, her uncle, is killed in a boating accident. That little spark of kindness triggers MI6 to track Mason down, having first falsely identified him as a terrorist, and then sending assassins to kill him all of whom he swats away like so many flies. Continue reading...
(RTTNews) - European stocks were subdued on Monday as a global rout in metal and energy prices weighed on commodity-related stocks. Signs of easing U.S.-Iran tension and solid German retail sales data helped limit regional losses to some extent. Official data showed German retail sales rose 0.1 percent on a monthly basis in December, reversing November's 0.5 percent drop. On a yearly basis, retail...
(RTTNews) - European stocks were subdued on Monday as a global rout in metal and energy prices weighed on commodity-related stocks. Signs of easing U.S.-Iran tension and solid German retail sales data helped limit regional losses to some extent. Official data showed German retail sales rose 0.1 percent on a monthly basis in December, reversing November's 0.5 percent drop. On a yearly basis, retail sales posted an annual growth of 1.5 percent compared to an increase of 1.3 percent in November. The pan European Stoxx 600 dropped 0.3 percent to 609.41 after rising 0.6 percent on Friday. The German DAX slipped 0.1 percent, while France's CAC 40 and the U.K.'s FTSE 100 both were down around 0.2 percent. The dollar held onto its gains after U.S. House speaker Mike Johnson said it'll be a few days before a government funding package comes up for a vote in the House. Shares of Anglo American, Antofagasta and BP Plc were down 2-5 percent. Precious metals miner Fresnillo plunged nearly 8 percent. Julius Baer fell 1.4 percent after the Swiss bank reported a sharp drop in profits for 2025. French drugmaker Sanofi rose about half a percent after its genetic disorder drug showed promise in a late-stage trial. British investment firm 3i Infrastructure slumped 6.2 percent after it flagged a likely £212m write off of its position in DNS:NET. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
There’s a quiet intensity building around one of the most talked-about stocks in tech right now. After a relentless climb in 2025, much of it fueled by artificial intelligence adoption and renewed defence spending, Palantir Technologies (NASDAQ: PLTR) is all set to head into its Q4 FY25 earnings report on February 2 with higher stakes than ever. Investors have moved past the "honeymoon phase" of A...
There’s a quiet intensity building around one of the most talked-about stocks in tech right now. After a relentless climb in 2025, much of it fueled by artificial intelligence adoption and renewed defence spending, Palantir Technologies (NASDAQ: PLTR) is all set to head into its Q4 FY25 earnings report on February 2 with higher stakes than ever. Investors have moved past the "honeymoon phase" of AI adoption. They aren't just looking for a standard beat-and-raise; they want proof that Palantir’s commercial footprint can actually sustain this valuation once the current cycle cools. Let’s break down with this blog what analysts, markets, and growth indicators are signaling as the company prepares to report. What to Expect From Palantir Q4 Results Wall Street consensus sees Palantir posting strong growth yet again. Analysts expect: Revenue: ~$1.34 billion (a massive 62% YoY jump). ~$1.34 billion (a massive 62% YoY jump). Adjusted EPS: ~$0.23 (up over 60% from last year). This continued acceleration would mark another quarter where Palantir’s revenue outpaces many traditional enterprise software peers. Traders are pricing in potential volatility as the option-based projections suggest a move of roughly ±9-10% in PLTR shares after earnings. The real danger zone? FY26 guidance. With the stock trading at a significant premium, even a slightly "cautious" tone from Alex Karp regarding next year’s outlook could trigger a sharp correction. Key Growth Drivers Behind Palantir While Palantir started as a defence-centric analytics firm, the real story in 2025 was growth beyond government contracts. AI Adoption Across Commercial Clients The company’s AI-first platform, often referenced as AIP among analysts, has driven higher spending cycles from both existing enterprise customers and new accounts. Commercial revenues have consistently grown at double-digit rates, often surpassing government segment growth. AI adoption isn’t just a buzzword for Palantir, it’s becoming a core part of...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Waymo, Alphabet's self driving unit, is reportedly pursuing a new funding round that would value the business at about US$110b. The raise is expected to involve both new and existing high profile investors, highlighting continued interest in autonomous vehicle platforms. This potentia...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Waymo, Alphabet's self driving unit, is reportedly pursuing a new funding round that would value the business at about US$110b. The raise is expected to involve both new and existing high profile investors, highlighting continued interest in autonomous vehicle platforms. This potential valuation represents a significant marker for Alphabet's broader bets on next generation mobility and technology beyond its core ad business. For you as an investor following Alphabet, NasdaqGS:GOOGL, this development sits at the intersection of technology, capital markets, and long term bets on autonomous driving. Waymo operates within Alphabet's Other Bets segment, focused on self driving technology that could touch ride hailing, logistics, and partnerships with automakers. The reported funding move comes as the wider autonomous vehicle space continues to attract substantial private capital and commercial pilots. Waymo's attempt to raise funds at around US$110b provides a clearer reference point on how private markets may value a key part of Alphabet's future facing portfolio. As the round progresses, details such as the investor mix, governance terms, and any commercial tie ups linked to the financing could shape how investors think about Alphabet's exposure to autonomous driving and related infrastructure. Stay updated on the most important news stories for Alphabet by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Alphabet. NasdaqGS:GOOGL 1-Year Stock Price Chart Why Alphabet could be great value Quick Assessment ⚖️ Price vs Analyst Target : At US$338.00, Alphabet trades about 2.1% below the US$345.11 analyst target, which sits comfortably within the 10% band. ⚖️ Simply Wall St Valuation : Simply Wall St currently views Alphabet as trading close to estimated fair value. ✅ Recent Momentum: The share price...