Market Overview - Stocks are experiencing a decline, with significant movements in the metals market, particularly gold and silver, which are seeing record drops [1][2]. - Gold futures are down 7%, with a peak decline of over 11%, marking the largest drop since the early 1980s. Silver futures have fallen more than 26% [2]. Federal Reserve Nomination - President Trump has nominated Kevin Worsh to replace Jerome Powell as Fed Chair, with Worsh perceived as a hawkish figure, which may influence interest rate policies [5][6]. - Trump expressed a desire for rate cuts but did not directly ask Worsh about his commitment to this [6][7]. - Analysts suggest that if Worsh is confirmed, he will need to persuade a divided Federal Reserve committee regarding his policies [8][11]. Economic Indicators - St. Louis Fed President Alberto Musalum indicated that current interest rates are neutral and does not favor further cuts due to inflation concerns [9][10]. - Fed Governor Chris Waller dissented in a recent policy meeting, advocating for a rate cut due to job market weaknesses [10]. Cryptocurrency Market - Bitcoin remains stable around $84,000 despite volatility in other markets, with analysts noting that Worsh's hawkish stance may not support a crypto rally [4][25]. Company Earnings and Market Sentiment - Deckers Outdoor reported stronger-than-expected sales, particularly driven by its Hoka running shoes, leading to a positive market reaction [41][43]. - Verizon's earnings exceeded expectations, with wireless subscriber numbers at a six-year high, despite announcing mass layoffs [45][46]. - Bombardier's stock is under pressure due to potential tariffs on Canadian-made aircraft, with a noted decline of 6.3% [48][49]. SoFi's Growth - SoFi reported its first quarter with over $1 billion in revenue, driven by a 37% revenue growth, indicating strong consumer demand [52][57]. - The company is expanding its offerings in cryptocurrency and aims for continued growth in the financial services sector [60][64]. Tech Sector Outlook - Analysts are optimistic about Alphabet and Amazon, with expectations for strong earnings driven by advertising growth and cloud services [97][106]. - Google's Gemini is expected to enhance search capabilities and overall revenue growth, while Amazon's AWS is anticipated to accelerate, contributing to its profitability [100][108].

Deerra Bosa has more in today's tech check. Dearra, >> hey Kelly. So the early shift in earning season is how the market is pricing AI.It's become Googleesque, meaning that investors are rewarding companies that really own the full stack of AI. So through that lens, uh Meta spending it does look bullish. It's expensive, yes, but it's also internal.Meta controls the models, the infrastructure, the distribution. So that is the control the full control that the market is rewarding these days. Microsoft by cont ...

A federal jury in San Francisco on Thursday convicted a former Google software engineer of stealing trade secrets related to the search company's AI technology.The jury found 38 year-old Linwei Ding, also known as Leon Ding, guilty on seven counts of economic espionage and seven counts of theft of trade secrets related to stealing thousands of pages of confidential information from Google to benefit the People's Republic of China, according to court documents. "In today's high-stakes race to dominate the fi ...

Google's new Project Genie prototype, which lets users simulate virtual worlds, has gaming investors very worried. But one analyst says their fears are overblown. ...

Google parent Alphabet Inc. (NASDAQ:GOOGL) heads into its fourth-quarter earnings with momentum building across Search and Cloud, as a surge in AI-driven usage and advertising demand sets the stage for a potential revenue and profit beat that could reshape expectations for its growth trajectory in 2026.Bank of America Securities analyst Justin Post expects Alphabet to deliver a fourth-quarter revenue and EPS beat, and he slightly raised his forecasts ahead of the Feb. 4 report, citing signs of a steady ad m ...

Group 1 - The market has seen significant developments, including earnings reports from major companies and a new Federal Reserve chair, which have reduced uncertainty in the market [1][2][3] - SanDisk has emerged as a top performer with over 12% increase in stock price, attributed to strong earnings and the growing demand for memory storage driven by AI and content creation [8][10][11] - The overall trend for SanDisk is bullish, with a year-to-date increase of over 157%, indicating a strong market position and potential for continued growth [11][12] Group 2 - Alphabet (Google) is viewed positively ahead of its earnings report, with expectations of continued growth due to its strong position in the AI space [21][22] - The stock has shown a primary upward trend, with key support levels identified around the 50-day moving average, suggesting potential for further gains if it breaks above the $340 level [27][28] - USA Rare Earth has gained attention due to government investment, with a year-to-date increase of 93%, although it has experienced some pullback recently [29][32][33]

Shares of videogame companies fell sharply in afternoon trading on Friday after Alphabet's Google rolled out its artificial intelligence model capable of creating interactive digital worlds with simp... ...

Google's Project Genie allows users to create fully rendered three-dimensional worlds as well as controllable characters in those worlds. ...

分组1 - Starbucks is focusing on operational excellence and customer service through its Green Apron service program, which aims to enhance the customer experience and improve transaction growth [2][34][37] - The company reported positive same-store sales in the US and strong growth in China, indicating a successful turnaround strategy [33][34] - Starbucks plans to introduce new drinks, food items, and an upgraded rewards program, along with remodeling stores to enhance customer experience [34][41][46] 分组2 - In the tech sector, companies that fail to deliver on AI promises during earnings reports, such as Microsoft and ServiceNow, are facing significant market penalties, with Microsoft losing $357 billion in market cap [5][6] - Conversely, companies like Apple that demonstrate strong performance and potential in AI, particularly with a $16 billion year-over-year increase in iPhone sales, are being rewarded by the market [7][10] - The S&P 500 software and services index has reached a nine-month low, highlighting a bifurcation in tech stocks where only those with strong AI strategies are thriving [6][22] 分组3 - The recent appointment of Kevin Walsh as the next Fed chairman could influence market dynamics, particularly regarding interest rates and asset allocation strategies [3][31] - The market is currently experiencing volatility in precious metals, with gold prices dropping significantly, indicating potential shifts in investor sentiment [24][25][28] - Analysts are observing a super cycle in memory stocks, driven by demand for AI-related technologies, which could present investment opportunities [18][19]

Wall Street analysts forecast that Alphabet (GOOGL) will report quarterly earnings of $2.58 per share in its upcoming release, pointing to a year-over-year increase of 20%. It is anticipated that revenues will amount to $94.7 billion, exhibiting an increase of 16% compared to the year-ago quarter.The current level reflects a downward revision of 0.4% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their ...