RJ Hamster
🐤 More consumers are buying or selling gold. What…
SATURDAY, JANUARY 31st
GOOD MORNING
U.S. markets opened with investors digesting hotter producer inflation and fresh uncertainty at the Fed. Producer prices rose 0.5% in December, the biggest monthly gain in three months, keeping services inflation and the interest-rate outlook in focus. President Trump’s plan to tap former Fed governor Kevin Warsh to replace Jerome Powell added another policy wrinkle that markets will watch closely.
Corporate signals were mixed. Exxon Mobil beat expectations on strong fourth-quarter results, helped by Permian and Guyana production, lifting energy names. Meanwhile, the technology story is widening beyond generative software into Physical AI, the hardware and robotics that bring AI into the real world. Taiwan’s 8.6% growth in 2025 underscored strong chip demand, even as leadership rotated and NVIDIA slipped amid heavy activity.
Commodities moved with the macro backdrop. Gold set fresh records earlier this week as consumer demand surged, while crude oil edged higher, keeping markets sensitive to inflation and growth cues as traders reassess risk and valuations.
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TECHNOLOGY
ASML Earnings Clear the Way for More Gains in 2026
Would you invest in a company that sells only about 40 units of its product annually? If it’s a large defense contractor selling jets to the government, that is a substantial sales quota. But what about a machine that shoots lights onto semiconductors? That might not seem impressive at first, but …READ THE FULL STORY
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Elon Warns “America Is Broke”. Trump’s Plan Inside.
For the everyday American who’s worked hard to build their nest egg, Trump preserved a IRS loophole that allows you to protect your retirement savings before billions in American wealth are lost.
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FINANCE
SoFi Proves the Bears Wrong Again With a Record Quarter
SoFi Technologies Inc. (NASDAQ: SOFI) surged more than 5% in pre-market trading after delivering another strong quarter. Earnings per share (EPS) of 13 cents beat expectations for 11 cents by 18%. It was also a 160% improvement on a year-over-year (YOY) basis. But the number generating the most…READ THE FULL STORY
RETAIL/WHOLESALE
Tractor Supply Company Can Plow New Highs in 2026
Tractor Supply Company’s (NASDAQ: TSCO) stock price could trend to new highs in 2026 because the Q4 results and guidance, tepid as they were, align with long-term trends. The long-term trends include steady, sustained growth, margin strength, cash flow, financial health, and capital returns….READ THE FULL STORY
FROM OUR PARTNERS
Central banks are lying to you about gold
Jerome Powell says gold is not money. The Fed says inflation is under control and the dollar is strong. But look at what they do. Central banks bought more gold last year than any time since 1967. China dumped $100 billion in U.S. debt, then bought gold. Poland, Hungary, Singapore, and Turkey are all loading up. In 2022, the U.S. froze Russia’s money and showed the world that assets can be seized. Now major nations want out. There’s only one asset no one can freeze: gold.GET THE NAME AND TICKER OF ONE STOCK POSITIONED FOR THIS SHIFT.
AUTO/TIRES/TRUCKS
Tesla Kills Legacy Models: Analyst Response Is Meh
Tesla (NASDAQ: TSLA) got the market’s attention when it revealed plans to shift gears. The shift entails mothballing Model S and Model X production and retooling its Fremont facility for robots. Plans for 2026 include limited sales of Optimus robots by year-end, with production ramping in 2…READ THE FULL STORY
BUSINESS SERVICES
Waste Management’s “Boring” Business Is Powering a Quiet Rally
Waste Management (NYSE: WM) stock is no waste of time, as its high-quality operations are driven by growing demand for its services. Economic activity is solid, consumption is high, and that means lots of garbage, which is a profitable business and an industry expected to continue growing. The…READ THE FULL STORY
FROM OUR PARTNERS
Did the government just make a $500 trillion mistake?
A little-known government task force just wrapped up a 20-year project, and its findings could unlock access to a massive U.S. national asset. Under existing law, everyday Americans may now have a legal path to participate in what some are calling a once-in-a-generation opportunity.
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CONSUMER DISCRETIONARY
Whirlpool: Near-Term Pain, Long-Term Gain—Is Now the Time?
Whirlpool (NYSE: WHR) continues to struggle in 2026, with Q4 2025 results weaker than expected and guidance below expectations. However, the weakness has shares trading near the low end of a trading range, offering investors an opportunity for long-term gains. While pressures impact results toda…READ THE FULL STORY
TECHNOLOGY
Palantir Bulls Face a Reality Check Before Earnings
At the close of trading on Jan. 29, shares of Palantir Technologies Inc. (NASDAQ: PLTR) were down 10.4% over the last five trading days. That extends the stock’s year-to-date loss to 14.5%. Trading at around $152, PLTR is down roughly 26% from its all-time high in October. Why are investors …READ THE FULL STORY
RETAIL/WHOLESALE
Starbucks Gets a Jolt After Earnings, But Will the Buzz Last?
Starbucks Corp. (NASDAQ: SBUX) stock briefly spiked 5% higher after the company delivered mixed earnings before market open on Jan. 28. Starbucks posted revenue of $9.92 billion, which came in ahead of the forecast for $9.62 billion. Earnings per share (EPS), however, came in at 56 cents, which m…READ THE FULL STORY
CONSUMER DISCRETIONARY
Netflix Just Set a Hard Low—Is This The Start of a 40% Rally?
Shares of Netflix Inc (NASDAQ: NFLX) may finally be showing signs that the worst is over. Falling as much as 40% from last summer’s all-time high, Netflix was one of the worst-performing mega-cap stocks in 2025. Sentiment was washed out, growth prospects were worsening, and as a result, the …READ THE FULL STORY
TECHNOLOGY
Physical AI: The Next Industrial Revolution Is Finally Here
For the past 24 months, the technology sector has been consumed by a single narrative: Generative AI. Software platforms that can write code, compose poetry, and generate images have captured the imagination of the world and the wallets of investors. However, as we move through early 2026, the mar…READ THE FULL STORY
THE EARLY BIRD STOCK OF THE DAY
Datavault AI (NASDAQ:DVLT)
Datavault AI Inc., a data sciences technology company, owns and operates data management and supercomputer platforms. It offers data technology and software solutions. The company was formerly known as WiSA Technologies, Inc. and changed its name to Datavault AI Inc. in February 2025. Datavault AI Inc. was incorporated in 2010 and is headquartered in Beaverton, Oregon.VIEW TODAY’S STOCK PICK
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Today’s Bonus Content: Ticker Revealed: Pre-IPO Access to “Next Elon Musk” Company (From Banyan Hill Publishing)
