US President Donald Trump has made housing affordability a centrepiece of his economic agenda, recently announcing policies designed to increase homeownership. From restricting institutional investors from buying residential properties to urging "Fannie Mae†and "Freddie Mac†to buy billions in mortgage- backed securities, the administration has leaned on aggressive measures to ease costs. ...

Core Viewpoint - Micron Technology is expanding its manufacturing base in Singapore to meet the increasing demand driven by AI in the global memory markets, committing approximately $24 billion to this initiative [1] Group 1: Company Expansion - Micron Technology is investing around $24 billion in expanding its manufacturing capabilities in Singapore [1] - The expansion is a strategic response to the growing strain in global memory markets due to AI-driven demand [1] Group 2: Industry Context - The global memory markets are experiencing heightened pressure as a result of increased demand from artificial intelligence applications [1]

Core Viewpoint - BT Group's share price has remained stable within a narrow range as investors evaluate recent developments and their implications for the business [1] Company Summary - The share price of BT Group was trading at 182p on Tuesday, indicating a slight fluctuation in recent months [1]

Core Viewpoint - Chinese sportswear firm Anta has agreed to acquire a significant stake in Germany's Puma for $1.79 billion, becoming the largest shareholder in the company [1] Group 1: Acquisition Details - Anta's acquisition of Puma represents a strategic move to enhance its global presence in the sportswear market [1] - The deal positions Anta as the largest shareholder in Puma, indicating a strong commitment to the brand [1] Group 2: Market Implications - This acquisition could lead to increased competition in the global sportswear industry, as Anta aims to leverage Puma's established brand recognition [1] - The investment reflects a growing trend of consolidation within the sportswear sector, as companies seek to expand their market share [1]

Core Viewpoint - BAE Systems' share price has shown significant movement, increasing from a low of 1,588p in December to a high of 2,160p, before settling at the current price of 1,973p [1]. Group 1 - The share price of BAE Systems has experienced a notable rise over the past few months, indicating positive market sentiment [1]. - The fluctuation in share price suggests potential investor interest and market dynamics affecting BAE Systems [1].

Core Viewpoint - Rolls-Royce share price has experienced a decline from its all-time high of 1,306p on January 13 to the current price of 1,235p as some investors began to book profits [1] Company Summary - The recent pullback in Rolls-Royce's share price indicates a shift in investor sentiment, with profit-taking occurring after reaching a peak [1] - The decline in share price may also be influenced by external factors such as US flight cancellations, which could impact the company's operational performance [1]

Gold soars past $5,000 as commodity markets bifurcate between macro-risk, physical supply | Invezz false### Choose your country### Choose preferred languagePopular languagesAll available languages# Gold soars past $5,000 as commodity markets bifurcate between macro-risk, physical supplyWritten bySayantan S.Edited byAnanthu C.Written on Jan 27, 2026Reading time 4 minutesGeopolitical risk has sent gold soaring past $5,000 an ounce on investor uncertainty, even as energy markets remain firmly tied to tangible ...

Core Insights - Meta Platforms is preparing to test new subscription models across its social media apps to unlock additional revenue streams and expand access to AI-powered tools [1] Group 1: Subscription Models - The company aims to implement subscription models that could provide users with enhanced features and services [1] - This initiative is part of a broader strategy to diversify revenue sources beyond traditional advertising [1] Group 2: AI Integration - The new subscription models will also focus on expanding access to artificial intelligence-powered tools, indicating a shift towards integrating advanced technology into user experiences [1] - This move aligns with industry trends where companies are increasingly leveraging AI to enhance user engagement and service offerings [1]

Nvidia (NASDAQ: NVDA) has been steadily expanding its footprint across Europe, pouring capital into startups that align with its vision of an artificial intelligence (AI) powered future. With hypersca... ...

Market Expectations - Investors anticipate no change in interest rates during the upcoming Federal Reserve meeting, with a 97% probability assigned to this outcome by CME FedWatch [1] - The current rate-cutting cycle began in September 2024, and political pressure on Fed Chair Jerome Powell has intensified, particularly from President Trump [4] Economic Outlook - The US economy appears stable, with inflation under control and solid GDP growth, as indicated by recent federal data releases [6] - The S&P Composite PMI for January increased slightly to 52.8 from 52.7, while the University of Michigan index was revised up to 56.4 from 54.0 [8] Market Leadership and Earnings - Market leadership is broadening beyond mega-cap tech, with energy, industrials, and materials sectors performing well [5] - The S&P 500 is projected to grow earnings by 15% this year, currently priced around 22 times next year's earnings, indicating that fundamentals are a key driver for stock performance [10] Upcoming Earnings Reports - Half of the "Magnificent Seven" companies, including Microsoft, Meta Platforms, and Tesla, are set to report earnings this week, which could significantly influence market movements [9] Policy and Political Landscape - There is speculation that Trump may appoint a new Fed chair, which could introduce volatility in the stock market as adjustments are made midyear [11] - Traders are pricing in a 59.4% chance of a rate cut in June, which may reinforce a pause in the upcoming Fed meetings [11] Market Volatility - Despite expectations for the Fed to hold rates steady, volatility is common around press conferences, with investors closely monitoring Powell's statements [12]