Market Overview - Major indices declined on Friday, with traders betting that Trump's nomination of Waller as Fed Chair would lead to a more hawkish stance from the central bank [1] - The Dow Jones fell by 179.09 points (0.36%) to close at 48,892.47, while the Nasdaq dropped 223.31 points (0.94%) to 23,461.82, and the S&P 500 decreased by 29.98 points (0.43%) to 6,939.03 [1] - This week, the Dow Jones accumulated a decline of 0.42%, while the S&P 500 gained 0.34% and the Nasdaq fell by 0.17% [1] European Market - The DAX30 index in Germany rose by 268.78 points (1.11%) to 24,562.02, while the FTSE 100 in the UK increased by 57.14 points (0.56%) to 10,228.90 [2] - The CAC40 in France gained 55.17 points (0.68%) to 8,126.53, and the Euro Stoxx 50 rose by 58.71 points (1.00%) to 5,950.66 [2] Cryptocurrency - Bitcoin returned above $84,000, while Ethereum fell over 4% to $2,707.82 [3] Commodities - Spot gold experienced a significant drop, with an intraday decline nearing 13%, marking the largest drop since the early 1980s, ultimately closing down 9.14% at $4,885.85 [4] - Silver saw an unprecedented intraday drop of over 35%, closing down 26.19% at $85.266 [4] - Light crude oil futures for March delivery rose by $2.21 (3.5%) to $65.42 per barrel, while Brent crude increased by $2.31 (3.38%) to $70.71 per barrel [5] Macro News - Hassett supported Waller's nomination while calling for a shift to a more accommodative monetary policy, criticizing the Fed's decision not to cut rates [6][7] - Fed Governor Waller indicated that the neutral interest rate is around 3%, suggesting that current rates may be overly restrictive for economic activity [9] Company News - GameStop's CEO Ryan Cohen is considering a major acquisition to elevate the company's market value from approximately $11 billion to over $100 billion [10] - Amazon is seeking an extension from the FCC for its low Earth orbit satellite project, requesting a 24-month delay to July 2028 due to rocket resource shortages [10] Analyst Ratings - Jefferies raised the target price for Apple (AAPL.US) from $276.47 to $286.54 [11]

Apple (NASDAQ:AAPL), consumer electronics and services giant, closed Friday at $259.48, up 0.46%. The stock traded in the wake of a blowout fiscal Q1 report, while investors are weighing supply constraints, AI positioning, and guidance commentary for signs of sustained iPhone and services growth.The company’s trading volume reached 79.6 million shares, coming in about 68% above its three-month average of 47.4 million shares. How the markets moved today The S&P 500 (SNPINDEX: ^GSPC) fell 0.43% to 6,939, w ...

Market Trends - Despite volatility, markets posted gains for January, with the S&P 500 up 1.4% and the Dow Jones Industrial Average up 1.7% [3][5] - The Philadelphia chip index saw a significant increase of 12.9% in January, while the NASDAQ 100 was up 1.2% [4][6] - Energy sector led with a 14% increase, driven by a rally in crude oil prices [9] Job Market - The job market has faced challenges in 2026, with major companies like Amazon and Home Depot announcing significant layoffs due to inflation and AI impacts [2][18] - The unemployment rate remains low, but job seekers face difficulties finding new positions, particularly in sectors like business services and tech [20][24] - AI investments are shifting company focus away from labor, contributing to hiring slowdowns and layoffs [24][28] Starbucks Turnaround Strategy - Starbucks reported strong same-store sales growth in the US for Q4, attributed to operational improvements and customer service initiatives [2][32] - The company aims to enhance customer experience by reducing average wait times from over 5 minutes to below 4 minutes [34] - Starbucks is focusing on creating a welcoming atmosphere in stores and expanding its presence, with plans for new store openings [38][39] Silver Market - Silver experienced a historic drop, losing 30% in a single day, attributed to a stronger dollar and profit-taking after a significant rally [14][16] - Despite the drop, silver finished January with a 19.6% gain, indicating volatility in the commodities market [15]

Market Overview - The S&P 500 fell 0.43% to 6,939.03, the Nasdaq Composite dropped 0.94% to 23,461.82, and the Dow Jones Industrial Average slipped 0.36% to 48,892.47, indicating a broad sell-off in risk assets [1] - Precious metals and financial stocks were the leading decliners, with significant declines in gold and silver prices [2] Precious Metals Performance - Silver experienced a historic decline, losing more than 35% in intraday trading, marking its biggest daily fall on record, while gold futures fell by 11% before slightly recovering [4] - Despite the pullback, both gold and silver finished the month in positive territory after a year of record highs [4] Dollar and Federal Reserve Impact - The dollar strengthened as gold and silver prices dramatically declined, influenced by the nomination of Kevin Warsh to lead the Federal Reserve, with expectations of a less dovish stance on interest rates [3] Sector Performance - Megacap tech stocks showed some resilience, with Microsoft down just 0.74% and Apple slightly up by 0.46% following solid after-hours earnings [2] - AI skepticism continues to impact the Nasdaq, while health stocks are under pressure from government proposals to cap Medicare Advantage rates [5]

针对一些以旧换新"只保护本土企业"的论调，商务部多次强调"一视同仁"，明确将外资企业纳入覆盖范 围，苹果、特斯拉等外资品牌都是政策红利的受益者。此前有数据显示，在汽车以旧换新中，外资品牌 新车占比约35%，带动了外资车企销量较快增长；家电以旧换新销售额中，八大类家电产品外资品牌占 比超过16%。这种政策设计的公平性，使外国企业得以平等分享中国市场机遇，有力打破了所谓"歧视 外资"的刻板印象。 中国市场的吸引力与赋能全球的能力，源于中国经济在调整中展现出的强大韧性与结构性优势。一方 面，中国已建成全球最完整、规模最大的工业体系，新能源汽车、光伏等新兴产业形成全球领先优势， 为跨国企业提供了完善的产业链配套。 另一方面，随着中国中等收入群体持续扩大、消费升级趋势深化，其超大规模市场正为世界经济发展提 供宝贵的确定性机遇。2025年，中国全社会消费品零售总额首次突破50万亿元，国内居民出游达65.22 亿人次，凸显了内需市场的强大活力与巨大容量。因此，任何关于"中国经济过度依赖出口"的论断，不 仅忽视了中国消费市场的快速演进与现实规模，也严重低估了紧密的中美经贸关系对全球经济、企业盈 利与民生就业所具有的重要支撑作 ...

Apple’s earnings confirmed resilient demand and record-breaking iPhone sales, while investor attention quickly shifts to supply constraints and the company’s evolving AI strategy.NASDAQ : AAPLAppleToday's Change( 0.62 %) $ 1.60Current Price$ 259.88Key Data PointsMarket Cap$3.8TDay's Range$ 252.22 - $ 261.9052wk Range$ 169.21 - $ 288.62Volume3.5MAvg Vol47MGross Margin46.91 %Dividend Yield0.40 %Apple (AAPL +0.62%), consumer electronics and services giant, closed Friday at $259.48, up 0.46%. The stock traded i ...

Company Performance - Apple reported a record-breaking first quarter with revenue of approximately $143.8 billion and earnings per share of $2.84, exceeding expectations due to strong iPhone demand and overall market strength [2] - iPhone revenue increased by roughly 23% to an all-time high, while services also reached a record as Apple's installed base surpassed 2.5 billion active devices [2] - CEO Tim Cook indicated strong growth prospects with guidance for double-digit revenue expansion in the next quarter, despite challenges from memory chip cost pressures and supply constraints [3] Market Reactions - The nomination of Kevin Walsh as the new chair of the Federal Reserve led to a strengthening of the dollar and a significant drop in gold prices, reflecting market expectations regarding future Fed policy [5] - The memory sector is experiencing significant growth, with companies like Sandisk and Western Digital reporting triple-digit gains and benefiting from tight supplies and high demand driven by AI and data centers [8] Upcoming Earnings and Expectations - Alphabet is expected to report earnings per share of $2.60, a 20% increase from last year, with revenue projected at $94.7 billion, focusing on search and YouTube ad revenue, AI monetization, and cloud growth [12] - Amazon's earnings per share is anticipated to be $1.98, with rising revenue of $211.53 billion, while investors will closely monitor AWS growth amid strong competition in the retail sector [13] Economic Indicators - Upcoming economic data releases include global manufacturing PMIs, ISM reports, and ADP job numbers, which will be crucial for market reactions and future rate cut expectations [16]

Market Overview - Major indexes experienced a decline, with technology shares remaining under pressure. President Trump's selection of Kevin Warsh as the Federal Reserve chair has somewhat alleviated concerns regarding Fed independence due to his hawkish stance on inflation [4][5] - Despite the overall market weakness, the S&P 500, Dow, and Nasdaq are still on track for a positive January, each up more than 1% for the month so far [5] Commodity Market - Gold spot prices fell 16% from the previous day's highs, while silver dropped 39%, indicating market comfort with Warsh's hawkish lean. However, both metals remain significantly higher for the month (+12% for gold and +14% for silver) and for the past year (+72% for gold and +164% for silver) [6] Bond Market - Bond yields increased following a higher-than-expected December core producer price index, which rose by 0.7% compared to the anticipated 0.3% [7] Equity Market Performance - Apple shares declined despite reporting better-than-expected Q1 earnings and revenue, driven by strong iPhone sales. In contrast, SanDisk's stock surged by 22% due to positive guidance [7] - The equity markets showed volatility throughout the week but ended January on a higher note, with small caps leading the gains while the Nasdaq lagged [7] Currency and Cryptocurrency - The dollar has depreciated for the third consecutive month, while Bitcoin exhibited typical volatility, initially dropping but recovering by the end of the trading day [8] Trend Tracking Indexes (TTIs) - The domestic TTI remains bullish, closing at +6.52% above its moving average, while the international TTI closed at +10.51% above its moving average, both maintaining their respective "Buy" signals [12][13]

Apple (NASDAQ: AAPL) turned in a blockbuster quarter on Thursday, featuring record-breaking iPhone sales in the key holiday quarter. The company topped estimates on the top and bottom lines in the quarter, as revenue jumped 16% to $143.8 billion with iPhone sales up 23% to $85.3 billion. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Profits also grew by a similar percentage, showing ...

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