A look at the best and worst S&P 500 stocks this year shows how tech investors have piled into semiconductor plays and bailed on software. ...

Group 1 - The company's capital expenditures are projected to exceed $20 billion this year, representing an increase of more than 100% compared to last year [1]

Core Viewpoint - The U.S. bond market appears to be relatively unconcerned about President Trump's attempts to influence the Federal Reserve's monetary policy decisions [1] Group 1 - The bond market's current sentiment indicates a lack of anxiety regarding potential changes in monetary policy due to political pressures [1]

President Donald Trump said he'll announce his nominee to chair the Federal Reserve next week — and prediction markets are pointing strongly to a Wall Street veteran getting the job. ...

Group 1 - Prices for gold, copper, and other metals are experiencing significant volatility, described as going "absolutely bonkers" by a Marex analyst [1]

Core Viewpoint - Shares of Southwest Airlines increased by over 15% as investors responded positively to the airline's implementation of assigned seating and the potential for upselling opportunities [1] Company Summary - Southwest Airlines has introduced a new era of assigned seating, which is expected to enhance customer experience and operational efficiency [1] - The market reacted favorably to this change, indicating investor confidence in the airline's strategy to capitalize on upselling opportunities [1] Industry Summary - The airline industry is witnessing shifts in customer service strategies, with assigned seating becoming a trend among carriers aiming to improve revenue streams [1] - The positive market response to Southwest Airlines may signal a broader trend in the industry towards enhancing customer experience through innovative seating arrangements [1]

How Nvidia's stock can get back to its winning ways after an underwhelming stretch - MarketWatch## Tech Stocks# How Nvidia's stock can get back to its winning ways after an underwhelming stretch## Nvidia's stock has trailed the chip sector this year, but Morgan Stanley thinks some investor concerns are overblownPublished: Jan. 29, 2026 at 12:15 p.m. ETShareResizeShares of Nvidia, which is led by CEO Jensen Huang, have been laggards so far this year. Photo: Patrick T. Fallon/Agence France-Presse/Getty Images ...

Core Viewpoint - Tesla is discontinuing the Model S and Model X to focus on humanoid robots, which could generate significant revenue in the future [1] Group 1: Company Strategy - The Model S sedan and Model X crossover SUV will be phased out of production in the next quarter as part of Tesla's strategic shift [1] - Tesla will continue to sell the Model Y SUV and Model 3 sedan, which are currently its best-selling vehicles, along with the upcoming Cybertruck electric pickup [1] Group 2: Financial Implications - An analyst estimates that Tesla could potentially earn $25 billion annually by selling Optimus robots produced on the former Model S and Model X production lines [1]

Core Viewpoint - Oil prices increased by nearly 5%, reaching the highest level since July due to escalating tensions between the U.S. and Iran, which raised concerns about potential disruptions to global oil supply [1] Group 1: Oil Price Movement - The global benchmark for oil prices hit its highest level since July [1] - The increase in oil prices was nearly 5% on Thursday [1] Group 2: Geopolitical Factors - Tensions between the U.S. and Iran are worsening, contributing to the rise in oil prices [1] - Concerns over potential disruptions to global oil supply are heightened due to these geopolitical tensions [1]

Core Insights - The U.S. trade deficit recently decreased to a 16-year low, but this improvement is misleading as the trade gap remains near historically high levels [1] Group 1 - The trade deficit fell a few months ago, reaching a low not seen in 16 years [1] - Despite the recent decrease, the U.S. continues to experience a trade gap that is close to historically high levels [1]