Core Viewpoint - The company emphasizes providing actionable and clear investment ideas through independent research, aiming to help members outperform the S&P 500 and mitigate significant losses during market volatility [1] Group 1 - The service offers at least one in-depth article per week focused on investment ideas [1] - Members have reportedly achieved better performance than the S&P 500 while avoiding substantial drawdowns in both equity and bond markets [1] - The company invites potential members to join for a trial to assess the effectiveness of its investment methods [1]

Core Insights - The company has faced challenges in securing rides for its Amazon Leo broadband internet satellites, indicating that the process is more difficult than initially anticipated [1] Group 1 - The company is experiencing difficulties in the logistics of launching its broadband internet satellites, which may impact its timeline and operational plans [1]

Group 1: Market Reaction - The prices of gold and silver experienced significant declines, with gold dropping over 12% to a low of $4682 per ounce, marking the largest single-day drop in 40 years, and closing down 9.25% at $4880 per ounce [2] - Silver saw an unprecedented drop of over 36%, reaching a low of $74.28 per ounce, and closing down 26.42% at $85.259 per ounce [2] - The U.S. stock market indices collectively fell, with the Dow Jones down 0.36%, S&P 500 down 0.43%, and Nasdaq down 0.94%, reflecting increased market concerns [3] Group 2: Influencing Factors - The sell-off in gold and silver was triggered by a rebound in the U.S. dollar, following reports of President Trump's nomination of Kevin Warsh as the new Federal Reserve Chairman, which was later confirmed [2][4] - Standard Chartered's global head of commodity research noted that the market was already due for a correction, and the announcement of the Fed Chair nominee, along with broader macroeconomic factors, acted as catalysts for profit-taking [2] - The U.S. dollar index saw a significant increase, marking its largest single-day rise since July of the previous year, which negatively impacted investor confidence in gold and silver [2] Group 3: Sector Performance - The gold sector faced substantial losses, with major companies like Newmont down 11.52%, Barrick Gold down 12.09%, and AngloGold down 13.28% [3] - The technology sector also experienced declines, with major tech stocks like Meta and TSMC dropping nearly 3%, while Amazon fell by 1% [3] - Chinese concept stocks saw a downturn, with the Nasdaq Golden Dragon China Index closing down 2.36%, and individual stocks like Bilibili and Li Auto dropping over 3% [3]

Core Viewpoint - Amazon is seeking a 24-month extension from the FCC to meet its satellite deployment deadline due to delays caused by external factors, aiming to compete with SpaceX's Starlink [3][4][9]. Group 1: Satellite Deployment and Network Plans - Amazon has committed at least $10 billion to develop its satellite network, now branded as Amazon Leo, which aims to provide internet services from space [2]. - The company has launched over 150 satellites since April and plans to deploy approximately 700 satellites by July 30, moving towards becoming the second-largest satellite constellation in orbit [7]. - Amazon has booked more than 100 launches and recently secured 10 additional launches with SpaceX and 12 with Blue Origin [5]. Group 2: Challenges and Delays - The company cites a shortage of rocket availability, manufacturing disruptions, and limitations on spaceport capacity as reasons for the delays in satellite deployment [3][6]. - Amazon's request for an extension is also based on the extended development timelines of next-generation launch vehicles, which have exceeded initial projections [6]. Group 3: Competitive Landscape - Amazon Leo's primary competitor is SpaceX's Starlink, which has over 9,000 satellites and approximately 9 million customers, while OneWeb operates with more than 600 satellites [8]. - Amazon has initiated an "enterprise preview" of Leo to select users ahead of a broader commercial launch [8]. Group 4: Regulatory Considerations - The company argues that denying the extension would undermine the FCC's goals of expanding spectrum access and promoting rapid deployment, noting that similar extensions have been granted in the past [9]. - Amazon emphasizes that an extension would facilitate ongoing deployment efforts, while strict enforcement of deadlines could disrupt its plans [10].

Core Insights - The market reacted positively to Meta Platforms' quarterly results, while Microsoft and Tesla's December-quarter numbers disappointed investors [1] Group 1: Company Performance - Microsoft reported a +28.1% earnings growth and +16.7% revenue growth, exceeding estimates, but faced concerns over Azure's +38% revenue growth and underwhelming guidance [2][3] - Meta's Q4 earnings and revenues increased by +9.3% and +23.8%, respectively, but highlighted margin pressures; however, its effective use of AI in advertising improved click rates by +3.5% and conversion rates by +1% [4] - Meta plans to increase its capital expenditure to $135 billion for the year, up from $72 billion in 2025 and $39 billion in 2024, citing capacity constraints as a reason for the increase [5] Group 2: Market Trends - The Mag 7 group, which includes major tech companies, is projected to see Q4 earnings up +21.9% year-over-year with +18.1% higher revenues, although individual contributions vary significantly [7] - As of now, 167 S&P 500 members have reported Q4 results, showing a +13.1% increase in earnings year-over-year on +7.6% higher revenues, with 77.8% beating EPS estimates [9][19] - The Mag 7 group is expected to account for 25.2% of all S&P 500 earnings in 2025, up from 23.2% in 2024 and 18.3% in 2023, indicating a strengthening earnings outlook [14]

一位直接了解这一决定的消息人士周五称，破产零售商萨克斯全球公司将终止与电子商务巨头亚马逊公 司的 "萨克斯在亚马逊 "合作关系。 本月早些时候，当 Saks 申请破产时，双方的合作关系已经陷入困境，但该零售商尚未明确表示，它将 根据破产保护法行使拒绝合同的权利。 周五，一位消息人士称，萨克斯将关闭其在亚马逊上的萨克斯店面，以便专注于其认为能刺激更多增长 的部分业务。 据两位熟悉 Saks 旗下顶级奢侈品牌想法的消息人士称，这一合作关系还面临着来自这些品牌的反对， 他们担心在大众电商网站上销售会稀释自己的品牌。 这两位知情人士说，这些品牌很可能会利用破产谈判来反击这笔交易。 责任编辑：刘明亮 一位直接了解这一决定的消息人士周五称，破产零售商萨克斯全球公司将终止与电子商务巨头亚马逊公 司的 "萨克斯在亚马逊 "合作关系。 本月早些时候，当 Saks 申请破产时，双方的合作关系已经陷入困境，但该零售商尚未明确表示，它将 根据破产保护法行使拒绝合同的权利。 该人士说："亚马逊上的萨克斯店面的品牌参与度有限，"他补充说，萨克斯认为将流量引向萨克斯网站 （Saks.com）会更好。 亚马逊没有立即回应置评请求。 此次合作 ...

Bankrupt retailer Saks Global is ending its "Saks on Amazon" partnership with e-commerce giant Amazon.com , a source with direct knowledge of the decision said on Friday. ...

In this articleAMZNMovie posters for the documentary "Melania" featuring U.S. first lady Melania Trump are displayed in a New York City subway station, in New York, U.S., Jan. 14, 2026. Jeenah Moon | ReutersIt was a turbulent week for Amazon.From a bungled email prematurely announcing another massive round of layoffs to scrutiny around the company's $75 million investment in a documentary about the first lady, Amazon heads into its quarterly earnings report next week surrounded by a deafening level of outsi ...

The stock market is well-positioned to bounce next week if the heavyweight companies set to report earnings deliver strong numbers, CNBC's Jim Cramer said Friday. That's because the market ended the week on a subdued note, the "Mad Money" host said, after the S&P 500 finished in the red for three straight days.The busy week wastes no time getting underway, with Disney reporting on Monday and talk of CEO succession in the air. Cramer's Charitable Trust, the portfolio used by the CNBC Investing Club, threw in ...

分组1 - The stock market is poised for a potential rebound if major companies report strong earnings next week, following a week of declines in the S&P 500 [1] - Disney is set to report earnings on Monday, with ongoing discussions about CEO succession, and the CNBC Investing Club has exited its Disney position due to stagnant performance [2] - Key earnings reports on Tuesday include Pfizer, Pepsi, Merck, Advanced Micro Devices (AMD), and Chipotle, with AMD's performance being particularly scrutinized for insights into the AI sector [3] - Western Digital will host an innovation day on Tuesday to showcase advancements in data storage, which is critical after a significant drop in its stock despite a strong quarterly report [4] 分组2 - Eli Lilly will report on Wednesday, with attention on potential new trial results for its GLP-1 portfolio, which may impact stock movements more than quarterly results [5] - Alphabet's upcoming report is considered highly significant for the market, with a positive narrative shift around the company due to its advancements in AI and other technologies [6] - Amazon will report earnings on Thursday, facing challenges with stock momentum despite the company's strong fundamentals, as selling pressure has hindered its recent performance [6] - The January employment report on Friday may show weaker-than-expected job gains and wage inflation, which could support lower bond yields and positively impact stock prices [6]