US stocks were modestly higher on Monday as investors navigated a mix of political uncertainty, a packed earnings calendar and anticipation ahead of the Federal Reserve's first policy decision of the year. The S&P 500 edged up 0.2%, while the Dow Jones Industrial Average gained 170 points, or 0.4%. The Nasdaq Composite hovered around the flatline, reflecting a cautious tone in growth-oriented stocks ahead of key catalysts later in the week. Among individual movers, shares of Meta Platforms and Apple rose mo ...

Shares of cloud infrastructure provider CoreWeave jumped in early trading on Monday after Nvidia said it would buy $2 billion worth of the company's stock and deepen a partnership aimed at building la... ...

Core Viewpoint - Seagate Technology's stock has experienced significant growth due to the increasing demand for memory devices driven by the artificial intelligence boom, with a price increase of 452% since April of the previous year [1][2]. Company Performance - Seagate Technology manufactures data storage devices, including hard drives and solid-state drives, which are essential for personal computers and data centers [2]. - The company's revenue for the third quarter rose to $2.62 billion, up from $2.16 billion [3]. - Gross margins improved to 39.4% from 32.9%, and net income increased from $305 million to $549 million, with earnings per share rising to $2.43 [4]. Future Expectations - Upcoming earnings are anticipated to show revenue of $2.75 billion, an 18% increase from the same period in 2024 [4]. - Earnings per share is expected to reach $2.84, a 40% increase from $2.03 in Q4'24, with annual revenue projected at $11.12 billion, up 22% year-over-year [5]. - Analysts predict annual revenue could reach $13.2 billion, reflecting an 18.7% year-over-year growth due to the AI boom and ongoing PC refresh [5]. Industry Context - Seagate's performance aligns with other companies in the memory industry, such as Kioxia, Micron, Sandisk, Western Digital, SK Hynix, Samsung, and Toshiba, which have also seen positive results [3]. - The memory industry is currently experiencing a boom, but there are concerns about potential volatility in the future [6]. Technical Analysis - The stock has been in a strong uptrend, forming an ascending channel, and is currently near the upper side of this channel [9]. - The stock remains above the 50-day and 100-day Exponential Moving Averages, with rising Relative Strength Index (RSI) and Percentage Price Oscillator (PPO) [10]. - There is a possibility of a pullback towards $300, but a breakout above the channel could lead to further gains, potentially reaching $400 [10].

Micron stock (NASDAQ: MU) has already been one of the biggest winners of the AI boom as demand for advanced memory chips exploded. Yet a growing group of analysts now argues the real surprise may stil... ...

Core Viewpoint - Shares in Spire Healthcare increased by up to 20% following the confirmation of preliminary talks with multiple buyout firms, indicating strong market interest in a potential acquisition [1] Group 1: Company Developments - Spire Healthcare is engaged in initial discussions with several buyout firms, which has led to a significant rise in its stock price [1] - The confirmation of these talks has fueled expectations of a possible takeover, reflecting investor optimism about the company's future [1] Group 2: Market Reaction - The surge in Spire Healthcare's shares demonstrates a positive market reaction to the news of potential buyout discussions, highlighting investor confidence in the company's valuation [1]

Shares of USA Rare Earth jumped sharply in premarket trading on Monday after it received a non-binding Letter of Intent (LOI) from the US Department of Commerce and a collaboration with the US Department of Energy to receive a $1.6 billion debt-and-equity investment package. ...

The Organization of the Petroleum Exporting Countries and allies are likely to maintain their current halt on oil output increases for March, according to media reports. This expectation comes as oil... ...

Core Viewpoint - Gold and silver prices have reached historic highs, with silver surpassing $100 per ounce and gold exceeding $5,000 per ounce, driven by strong safe-haven demand and geopolitical uncertainties [1][2]. Price Movements - As of the latest trading, gold was priced at $5,125.66 per ounce, up 2.2%, with a record high of $5,145.39 earlier in the day. Silver reached a record high of $109.320 per ounce, trading at $107.670 [2]. - Year-to-date, gold has increased by approximately 17%, while silver has climbed significantly by 50% [4]. Market Drivers - The price movements are attributed to geopolitical shocks, including uncertainties regarding U.S. policies and tensions with Iran [4]. - A weaker dollar, lower real yields, and ongoing policy uncertainty have bolstered investor interest in hard assets like gold and silver [5]. Future Projections - Goldman Sachs has raised its gold price forecast for December 2026 from $4,900 to $5,400, while independent analyst Ross Norman anticipates a high of $6,400 for gold this year [5]. - Bank of America has set a near-term gold target of $6,000 per ounce and suggests that silver may outperform gold due to its current gold:silver ratio of about 59 [6]. Investment Demand - Investment demand is expected to remain a key support for the gold market, with significant inflows into gold-backed ETFs reaching their highest level since 2020 [10]. - Analysts suggest that a portfolio allocation of 20% to gold could be a successful strategy amid skepticism regarding traditional investment approaches [13]. Silver's Market Dynamics - The gold-silver ratio has fallen to its lowest since 2011, indicating silver's strength driven by safe-haven interest and industrial demand [14]. - Tightening physical balances and constrained mine supply growth are contributing to upward pressure on silver prices [15].

The Jersey-based firm said on Monday that the deal is expected to close in the third quarter of this year, subject to regulatory approvals. Under the terms of the agreement, the initial consideration comprises around $400 million in cash and up to $800 million in CVC equity. Private equity firm CVC Capital has agreed to acquire 100% of US-based Marathon Asset Management in a transaction valued at up to $1.2 billion, marking a major expansion of its credit business in the United States. Copy link to section ...

Lloyds Bank share price continued its strong rally as investors reacted to the recent US bank earnings and as traders focused on the upcoming earnings and as traders focused on its upcoming earnings. ... ...