Core Insights - General Motors reported a $7.2 billion charge due to declining customer interest in electric vehicles [1] - The company has increased its dividend and announced a new stock buyback program [1] Financial Adjustments - The $7.2 billion charge reflects the company's strategic adjustments in response to market trends [1] - The decision to boost dividends indicates a commitment to returning value to shareholders despite the challenges in the electric vehicle segment [1] - The new stock buyback program suggests confidence in the company's long-term prospects and aims to enhance shareholder value [1]

Boeing reported a surprisingly large fourth-quarter profit and beat revenue expectations by a wide margin. ...

This chart tracks the 'single greatest predictor' of stock-market returns — and it's never done this before - MarketWatch## Mark Hulbert# This chart tracks the 'single greatest predictor' of stock-market returns — and it's never done this before## Individual stock ownership is a contrarian indicator. It's flashing a warning.Published: Jan. 27, 2026 at 8:05 a.m. ETShareResizeU.S. individual investors now have more than half of their portfolios in stocks — a troubling sign. Photo: MarketWatch photo illustrati ...

Increasing its cloud capacity is key for Microsoft, as the company can't currently meet all is AI demand due to a shortage of graphics processing units. ...

Core Viewpoint - American Airlines' stock experienced a rally despite quarterly revenue missing expectations, attributed primarily to the impact of the government shutdown [1] Group 1: Company Performance - The quarterly revenue of American Airlines fell short of market expectations, but this was largely due to external factors rather than internal performance issues [1] - The government shutdown had a significant negative effect on the airline's revenue, indicating vulnerability to external economic conditions [1] Group 2: Market Reaction - Following the announcement of the quarterly results, American Airlines' stock price increased, reflecting investor confidence in the company's long-term prospects despite short-term challenges [1]

Core Viewpoint - The focus of the article is on the significance of cash-flow statements in evaluating the returns on AI investments made by major tech companies, particularly during a substantial capital-spending cycle in the tech industry [1]. Group 1: AI Investment and Returns - The article emphasizes that the question for investors has shifted from whether AI is transformative to whether the significant capital expenditures in AI are yielding measurable returns [1]. - The upcoming earnings reports from four of the "Magnificent Seven" tech companies will provide critical insights into the effectiveness of their AI spending [1]. Group 2: Market Sentiment - There is a growing concern that the market may lose patience if the anticipated returns from AI investments do not materialize soon [1].

Group 1 - The company trades at a 30% discount to the S&P 500 based on a price-to-earnings ratio [1] - The company offers a dividend yield of approximately 6% [1]

Core Viewpoint - Deutsche Bank has raised its gold price forecast to $6,000, reflecting a 28% increase from its previous estimate, aligning with other major financial institutions like Societe Generale, Goldman Sachs, and Morgan Stanley [1] Group 1 - Deutsche Bank's new target for gold matches the forecasts of other Wall Street firms, indicating a broader consensus on the rising value of gold [1] - The increase in the gold price forecast is attributed to a rally in the yellow metal, suggesting strong market demand and potential investment opportunities [1]

Richard Bernstein says investors are ignoring a whole bunch of high-earning companies for the sake of a few tech giants. ...

Core Viewpoint - UnitedHealth's stock has experienced a decline following a lower revenue outlook for 2026, which was compounded by disappointing Medicare Advantage rates announced by the Trump administration [1] Group 1: Company Impact - The announcement of lower revenue expectations for 2026 has negatively affected UnitedHealth's stock performance [1] - Disappointing Medicare Advantage rates are a significant factor contributing to the company's revised outlook [1] Group 2: Industry Context - The Medicare Advantage program's rates, as set by the Trump administration, have implications for the broader healthcare industry, particularly for companies reliant on these rates [1]