Oselote/iStock via Getty Images By Ewa Manthey, Commodities Strategist and Warren Patterson, Head of Commodities Strategy Metals – Gold and silver prices extend fall Precious metals extended Friday’s dramatic retreat, with spot gold falling as much as 10% on Monday morning, while silver plunged as much as 16%, following an intraday loss on Friday that was the biggest on record. The sharp selloff o...
Oselote/iStock via Getty Images By Ewa Manthey, Commodities Strategist and Warren Patterson, Head of Commodities Strategy Metals – Gold and silver prices extend fall Precious metals extended Friday’s dramatic retreat, with spot gold falling as much as 10% on Monday morning, while silver plunged as much as 16%, following an intraday loss on Friday that was the biggest on record. The sharp selloff on Friday followed news that US President Donald Trump intends to nominate Kevin Warsh as the next Federal Reserve chair – a development that boosted the US dollar and reinforced expectations of a more hawkish policy stance. While a correction was overdue after the intense rally, the scale of Friday’s decline far exceeded most expectations. ETF data points to ongoing investor caution. Total known silver ETF holdings fell for a seventh straight session, dropping 3.5moz to 823.8moz as of 30 January, with January net outflows now at 39.9moz – bringing holdings to the lowest level since November 2025. Price direction in the near term will hinge on the extent of dip‑buying from Chinese investors following Friday’s retreat. The Shanghai benchmark opened weaker again today, though prices continue to trade at a premium to international markets. With volatility spiking and the Lunar New Year approaching, traders are likely to pare back positions and reduce risk. Meanwhile, CME Group will raise margin requirements on COMEX gold and silver futures – up to 8-8.8% for gold and 15-16.5% for silver – after both markets experienced their steepest declines in decades. CFTC positioning shows a cooling in speculative interest across precious metals. Managed money net longs in COMEX gold fell by 17,741 lots last week to 121,421 lots, driven by a drop in gross longs. Speculators also cut net longs in silver by 4,032 lots, the third weekly reduction, taking positioning to its lowest since February 2024. Overall, volatility across precious metals is likely to remain elevated in the near term. For ...
China banned concealed door handles on electric vehicles, the first country in the world to outlaw a design popularized by Tesla Inc. that is now facing global regulatory scrutiny due to a spate of deadly incidents. Cars sold in China will be required to have mechanical release both on the inside and outside, according to new safety rules issued by the Ministry of Industry and Information Technolo...
China banned concealed door handles on electric vehicles, the first country in the world to outlaw a design popularized by Tesla Inc. that is now facing global regulatory scrutiny due to a spate of deadly incidents. Cars sold in China will be required to have mechanical release both on the inside and outside, according to new safety rules issued by the Ministry of Industry and Information Technology on Monday. The ruling will take effect on Jan. 1, 2027, the ministry said. Models that have already been approved by the regulator and are in the final stages of launching in China have until January 2029 to change their designs. The crackdown follows several high-profile incidents, including two fiery Xiaomi Corp. EV crashes in China where power failures were suspected to have prevented doors from opening, leaving people — unable to escape or be rescued – to die. While the new regulations will only impact EVs sold in China, the country’s influence on the global automotive industry means it could resonate elsewhere. Tesla’s doors are already the target of a safety probe in the US, while European regulators are looking to impose rules of their own. Read More: Dangers of Tesla-Inspired Electric Doors Are Plaguing Other Cars “China is shifting from being just the largest EV market to being a rule-setter for how new vehicle technologies are regulated,” said Bill Russo , founder of Shanghai-based consultancy Automobility. “By moving first, Beijing can use its huge domestic market to lock in safety standards that both Chinese and foreign automakers must follow at home – and that may ultimately travel with Chinese EV exports and influence global norms.” The impact of the change is likely to be uneven and it’s not clear how expensive it will be to implement. One person familiar with the design process at a Chinese EV manufacturer said it could cost more than 100 million yuan ($14.4 million) per model. About 60% of the top 100 selling new-energy vehicles in April featured conceal...
TLDR Qualcomm releases Q1 fiscal 2026 earnings February 4 with Wall Street forecasting EPS of $3.39 and $12.12 billion revenue Stock dropped 0.41% to $151.59 Friday, down 11% over past year from chip shortages and weak smartphone demand Apple’s in-house modem development threatens Qualcomm’s largest revenue source Analysts divided with price targets ranging from $160 to $225, consensus shows 27.5%...
TLDR Qualcomm releases Q1 fiscal 2026 earnings February 4 with Wall Street forecasting EPS of $3.39 and $12.12 billion revenue Stock dropped 0.41% to $151.59 Friday, down 11% over past year from chip shortages and weak smartphone demand Apple’s in-house modem development threatens Qualcomm’s largest revenue source Analysts divided with price targets ranging from $160 to $225, consensus shows 27.5% upside potential Memory shortages and pricing pressure expected to reduce global handset shipments 4% in 2026 Qualcomm shares fell 0.41% to $151.59 Friday as traders positioned ahead of the company’s Q1 fiscal 2026 earnings report dropping after market close February 4. The stock has shed nearly 11% over the past year. QUALCOMM Incorporated, QCOM Wall Street expects earnings per share of $3.39, down slightly from $3.41 last year. Revenue forecasts call for $12.12 billion, up 3.8% year-over-year. The company has topped earnings estimates for eight straight quarters. The earnings call at 1:45 p.m. Pacific time will reveal critical details about premium Android demand and licensing royalties. These factors drive investor sentiment more than raw numbers because they signal future performance trends. Traders want updates on customer inventory and new device chip wins. Weakness in either area could hammer the stock given current market jitters over inflation and Federal Reserve policy. Apple Modem Plans Create Revenue Risk Apple represents Qualcomm’s biggest customer through QCT segment chip sales. The iPhone maker is developing its own modems, which directly threatens this revenue stream. Samsung and Xiaomi contribute smaller amounts to Qualcomm’s top line. Qualcomm is pushing into automotive and IoT markets to reduce Apple dependency. This diversification strategy aims to cushion the blow when Apple’s internal modems eventually replace Qualcomm chips. Wall Street Split on Stock Direction Mizuho Securities analyst Vijay Rakesh maintains a Hold rating but slashed his price targe...
The son of Norway’s crown princess, Marius Borg Høiby, has been arrested on new charges just days before the start of his rape trial. The Oslo police district said Høiby had been arrested on Sunday evening on suspicion of assault, making threats with a knife and violating a restraining order. The arrest came just two days before Høiby is due to stand trial in Oslo on charges of 38 offences includi...
The son of Norway’s crown princess, Marius Borg Høiby, has been arrested on new charges just days before the start of his rape trial. The Oslo police district said Høiby had been arrested on Sunday evening on suspicion of assault, making threats with a knife and violating a restraining order. The arrest came just two days before Høiby is due to stand trial in Oslo on charges of 38 offences including four counts of rape, the domestic abuse of a former partner and the illegal filming of a number of women without their knowledge or consent. Høiby has denied the most serious charges, including those of sexual abuse. Police have requested four weeks of imprisonment for Høiby on the grounds of preventing him from reoffending. Andreas Kruszewski, a police attorney in Oslo police district, said: “The Oslo police district can confirm that Marius Borg Høiby was arrested by the police on Sunday evening, charged with assault, threats with a knife and violation of a restraining order.”
Oppenheimer Holdings ( OPY ) declared $0.18/share quarterly dividend , in line with previous. Forward yield 0.86% Payable Feb. 27; for shareholders of record Feb. 13; ex-div Feb. 13. See OPY Dividend Scorecard, Yield Chart, & Dividend Growth. More on Oppenheimer Holdings Oppenheimer Holdings Non-GAAP EPS of $6.51, revenue of $472.6M Seeking Alpha’s Quant Rating on Oppenheimer Holdings Financial in...
Oppenheimer Holdings ( OPY ) declared $0.18/share quarterly dividend , in line with previous. Forward yield 0.86% Payable Feb. 27; for shareholders of record Feb. 13; ex-div Feb. 13. See OPY Dividend Scorecard, Yield Chart, & Dividend Growth. More on Oppenheimer Holdings Oppenheimer Holdings Non-GAAP EPS of $6.51, revenue of $472.6M Seeking Alpha’s Quant Rating on Oppenheimer Holdings Financial information for Oppenheimer Holdings
JHVEPhoto/iStock Editorial via Getty Images In 2025, Insmed ( INSM ) was the envy of the biotech sector. The stock more than doubled from January through December 2025, substantially outpacing both biotech and the broader market. Investors discovered the company following the approval of Brinsupri (brensocatib) in August, the first and only treatment for non-cystic fibrosis bronchiectasis. However...
JHVEPhoto/iStock Editorial via Getty Images In 2025, Insmed ( INSM ) was the envy of the biotech sector. The stock more than doubled from January through December 2025, substantially outpacing both biotech and the broader market. Investors discovered the company following the approval of Brinsupri (brensocatib) in August, the first and only treatment for non-cystic fibrosis bronchiectasis. However, since topping in early December, the stock has cooled significantly and now trades nearly 30% lower, around $156/share. There are two primary causes for this decline: First, following Insmed's presentation at the JPMorgan Healthcare conference , bears have questioned the Brinsupri launch even though preliminary sales for 2025 beat Wall Street forecasts by a substantial margin. The analyst consensus expected $522M in sales, while the company delivered $606.4M, indicating ~67% YoY growth. However, this was the first full quarter that reported sales of Brinsupri, which added $144.6M in Q4. Sales were reported in Q3, but the quarterly numbers are difficult to compare as the launch occurred mid-quarter. These numbers, while fantastic, may have left some investors wanting more, as Brinsupri was the primary catalyst for last year's rally. Second, on December 17th, Insmed announced a clinical failure for brensocatib, the same drug found in Brinsupri. Unfortunately, the study failed to meet Phase 2b endpoints , leading Insmed to abandon efforts to approve the drug in chronic rhinosinusitis. While no safety findings appeared, the market was pricing brensocatib as a 'pipeline-in-a-product' capable of fueling substantial growth in the coming years. Now the question for investors has become: is the recent decline fairly discounting diminished growth prospects for Brinsupri? Or is this decline an overreaction that buyers of the stock can capitalize on? This article will argue that the 30% pullback in Insmed is a gift. While the market is correct in pricing in the recent clinical setbac...
Here Are Monday’s Top Wall Street Analyst Research Calls: Apple, Autodesk, Chevron, Circle Internet, McDonald's, Microsoft, Micron Technology, Spotify, and More 24/7 Wall St.
Here Are Monday’s Top Wall Street Analyst Research Calls: Apple, Autodesk, Chevron, Circle Internet, McDonald's, Microsoft, Micron Technology, Spotify, and More 24/7 Wall St.
Newswise — CHICAGO (February 2, 2026) — Age-related macular degeneration (AMD) once meant a slow, irreversible loss of vision, and many people still believe that's true. But the AMD of today isn't the AMD of a generation ago. Advances in early detection and new treatments have transformed what was once an inevitable march toward blindness into a more manageable condition for many, especially when ...
Newswise — CHICAGO (February 2, 2026) — Age-related macular degeneration (AMD) once meant a slow, irreversible loss of vision, and many people still believe that's true. But the AMD of today isn't the AMD of a generation ago. Advances in early detection and new treatments have transformed what was once an inevitable march toward blindness into a more manageable condition for many, especially when detected early and treated by a retina specialist. During February’s AMD Awareness Month, the American Society of Retina Specialists (ASRS) encourages the public to learn more about AMD to safeguard their vision. “An AMD diagnosis can be frightening,” ASRS President Geoffrey G. Emerson, MD, PhD, FASRS, said. “The key is detecting AMD before irreversible damage occurs. Once you've lost vision from AMD, we can't always restore it. But catching AMD early and working closely with a retina specialist gives patients the best chance to preserve their sight and their quality of life.” Nearly 20 million Americans are living with AMD, a condition that damages the macula—the part of the retina responsible for sharp, central vision. AMD occurs in two primary forms: dry and wet. Most people are diagnosed with early or intermediate dry AMD, which may remain stable for many years or gradually affect vision over time. However, about 1 in 10 people with intermediate AMD will progress to wet AMD, an advanced form marked by abnormal blood vessel growth beneath the macula that can lead to sudden and significant vision loss. The American Society of Retina Specialists is sharing five essential facts about today’s AMD that could help protect your sight. 1. AMD Is the Leading Cause of Blindness in People Over 55 When people think about vision loss and aging, cataracts and glaucoma often come to mind. But AMD is the leading cause of blindness in individuals over the age of 55 in developed countries. Unlike cataracts, which can be surgically corrected, vision loss and blindness from AMD can be perma...
Global Partners ( GLP ) declares $0.76/share quarterly dividend , 0.7% increase from prior dividend of $0.755. Forward yield 6.44% Payable Feb. 13; for shareholders of record Feb. 9; ex-div Feb. 9. See GLP Dividend Scorecard, Yield Chart, & Dividend Growth. More on Global Partners Global Partners: Upgrading To Strong Buy As Market Fear Creates Value Global Partners LP Common Units (GLP) Q3 2025 Ea...
Global Partners ( GLP ) declares $0.76/share quarterly dividend , 0.7% increase from prior dividend of $0.755. Forward yield 6.44% Payable Feb. 13; for shareholders of record Feb. 9; ex-div Feb. 9. See GLP Dividend Scorecard, Yield Chart, & Dividend Growth. More on Global Partners Global Partners: Upgrading To Strong Buy As Market Fear Creates Value Global Partners LP Common Units (GLP) Q3 2025 Earnings Call Transcript Global Partners outlines $85M–$105M 2025 capex plan while expanding marine fuel operations in Houston Seeking Alpha’s Quant Rating on Global Partners Historical earnings data for Global Partners
Russell and team boss Toto Wolff were downplaying expectations of Mercedes, saying it was impossible to know at this stage which team was the most competitive. "It's still very early days but, quoting Toto, it doesn't look like it's a turd, which is a bonus," Russell said. "In the early days like this, you know when it could be a really bad car and you can sort of highlight those negatives early o...
Russell and team boss Toto Wolff were downplaying expectations of Mercedes, saying it was impossible to know at this stage which team was the most competitive. "It's still very early days but, quoting Toto, it doesn't look like it's a turd, which is a bonus," Russell said. "In the early days like this, you know when it could be a really bad car and you can sort of highlight those negatives early on. "We don't believe it is, but is it a car that can produce a world championship? It's still way too early to say." Wolff added: "We don't have really a performance picture yet because we haven't seen Max driving the car fast and we haven't seen McLaren and Ferrari doing what they can do. So I would carefully refrain from saying that was great for us. We simply don't know." Russell, who said he felt ready to fight for a title, was generally positive about the new generation of cars. They are smaller and lighter than last year's, while energy management is a much bigger factor in performance now that there is a 50-50 split between the power provided from the internal combustion engine and the hybrid system. "The faster driver will be the one who still comes out on top. I don't think it will be an engineering race from the cockpit," said Russell, who is partnered by Italian Kimi Antonelli for a second season, while Dane Frederik Vesti has become Mercedes' official third driver. "Definitely still is Formula 1, it still very much feels like a race car and you're still very much pushing the limits but you are driving it differently." Wolff added: "They look spectacular. They look like Formula 1 cars now again. They're not too small, they're not too big, they're not like the whales of the past. The aesthetics are very good. "And that is super-exciting, where and when and how a driver is going to deploy it and optimise that. We are going to see much more overtaking. We're going to see it in areas that we wouldn't expect it."
Church & Dwight ( CHD ) declares $0.3075/share quarterly dividend , 4.2% increase from prior dividend of $0.2950. Forward yield 1.28% Payable March 2; for shareholders of record Feb. 13; ex-div Feb. 13. See CHD Dividend Scorecard, Yield Chart, & Dividend Growth. More on Church & Dwight Church & Dwight Co., Inc. (CHD) Analyst/Investor Day Transcript Church & Dwight Co., Inc. (CHD) Analyst/Investor ...
Church & Dwight ( CHD ) declares $0.3075/share quarterly dividend , 4.2% increase from prior dividend of $0.2950. Forward yield 1.28% Payable March 2; for shareholders of record Feb. 13; ex-div Feb. 13. See CHD Dividend Scorecard, Yield Chart, & Dividend Growth. More on Church & Dwight Church & Dwight Co., Inc. (CHD) Analyst/Investor Day Transcript Church & Dwight Co., Inc. (CHD) Analyst/Investor Day - Slideshow Church & Dwight: Quality Business Is Facing Some Challenges Church & Dwight gains after J.P. Morgan pulls its bear rating Church & Dwight gains after strong organic sales guidance
Here Are Monday’s Top Wall Street Analyst Research Calls: Apple, Autodesk, Chevron, Circle Internet, McDonalds, Microsoft, Micron Technology, Spotify, and More 24/7 Wall St.
Here Are Monday’s Top Wall Street Analyst Research Calls: Apple, Autodesk, Chevron, Circle Internet, McDonalds, Microsoft, Micron Technology, Spotify, and More 24/7 Wall St.
Pre-Market Stock Futures: Futures are trading lower after a big-time risk-off Friday, in which all major indices declined, as Thursday’s selling carried through. The combination of end-of-month profit-taking, the announcement of President Trump’s pick, Kevin Warsh, to be the next Chairman of the Federal Reserve, concerns about the direction of monetary policy with his appointment, ... Here Are Mon...
Pre-Market Stock Futures: Futures are trading lower after a big-time risk-off Friday, in which all major indices declined, as Thursday’s selling carried through. The combination of end-of-month profit-taking, the announcement of President Trump’s pick, Kevin Warsh, to be the next Chairman of the Federal Reserve, concerns about the direction of monetary policy with his appointment, ... Here Are Monday’s Top Wall Street Analyst Research Calls: Apple, Autodesk, Chevron, Circle Internet, McDonalds,
Here Are Monday’s Top Wall Street Analyst Research Calls: Apple, Autodesk, Chevron, Circle Internet, McDonalds, Microsoft, Micron Technology, Spotify, and More Yahoo Finance
Here Are Monday’s Top Wall Street Analyst Research Calls: Apple, Autodesk, Chevron, Circle Internet, McDonalds, Microsoft, Micron Technology, Spotify, and More Yahoo Finance
vale_t Raytheon ( RTX ) was selected by the Defense Advanced Research Projects Agency (DARPA) to develop a new sensing and targeting system aimed at protecting vulnerable commercial and naval logistics vessels from emerging maritime threats, including unmanned surface vehicles. Under the contract, Raytheon’s Advanced Technology team will design, build and demonstrate an integrated system combining...
vale_t Raytheon ( RTX ) was selected by the Defense Advanced Research Projects Agency (DARPA) to develop a new sensing and targeting system aimed at protecting vulnerable commercial and naval logistics vessels from emerging maritime threats, including unmanned surface vehicles. Under the contract, Raytheon’s Advanced Technology team will design, build and demonstrate an integrated system combining electro-optical and infrared sensors, advanced detection software and command-and-control capabilities. The goal is to enhance situational awareness and enable faster, more informed threat-response decisions for operators, according to Raytheon, a unit of aerospace and defense company RTX ( RTX ). The system is being developed as part of DARPA’s Pulling Guard program and will deploy its sensors using a tethered drone linked to a semi-autonomous unmanned platform. That platform is designed to be towed behind commercial or naval logistics ships, extending the vessel’s surveillance and targeting reach beyond the horizon. Real-time tracking data from the sensors will be transmitted to remote operators, supporting rapid engagement decisions. The program will be executed in two phases. Phase one will focus on simulated engagements to evaluate system performance, sensor effectiveness and operator workflows. In phase two, the system will move toward live operations, integrating operational launchers and effectors to support real-world defensive scenarios. “Through this development, we are advancing critical security technologies for commercial shipping in regions like the Red Sea,” Colin Whelan, president of advanced technology at Raytheon, said in the announcement. He added that the company plans to leverage its experience in command and control, high-performance sensing and effectors to deliver a solution that reduces risks to both cargo and naval assets. Beyond ship protection, the technology could support a broader set of naval and security missions, including automated overwa...