Company Overview - On Holding AG (NYSE:ONON) is a Swiss company recognized for its innovative sportswear, particularly its running shoes featuring CloudTec technology, which offers a cushioned yet responsive running experience [1] Market Performance - Goldman Sachs has set a price target of $59 for ONON, indicating a potential increase of about 31% from its current price of $45.05 [2][6] - The stock has recently declined by 2.07%, underperforming broader market indices such as the S&P 500, Dow, and Nasdaq [2][6] - Over the past month, ONON's stock has decreased by 5.08%, while the Retail-Wholesale sector gained 5.39% and the S&P 500 increased by 1.99% [3] Earnings Expectations - The investment community is anticipating On Holding's earnings per share (EPS) to be $0.26, which would represent a 31.58% decrease from the same quarter last year [3] - Despite the expected drop in EPS, revenue is projected to rise by 29.41% to $894.52 million compared to the same quarter last year, indicating strong demand for the company's products [4] Trading Activity - Today's trading volume for ONON is 3,898,642 shares, with the stock trading between a low of $44.99 and a high of $46.21 [5] - Over the past year, ONON has experienced significant volatility, reaching a high of $64.05 and a low of $34.38 [5]

Core Viewpoint - Diamondback Energy (FANG) is a significant player in the oil and gas sector, known for its efficient operations and low production costs, which are vital in the context of crude oil price volatility [1]. Group 1: Stock Performance - On January 19, 2026, Jefferies set a new price target of $173 for FANG, indicating a potential increase of 14.36% from the current trading price of $151.28 [2]. - The current stock price of FANG is $151.28, reflecting a slight increase of 0.30% or $0.46, with a trading range today between $149.63 and $151.84 [3]. - Over the past year, FANG's stock has experienced significant volatility, ranging from a high of $180.29 to a low of $114 [3]. Group 2: Market Position and Capitalization - Diamondback's market capitalization is approximately $43.79 billion, highlighting its substantial presence in the oil industry [4]. - Despite challenges such as the potential drop in WTI crude oil prices to $50 per barrel, Diamondback remains a key player in the U.S. oil market [4]. Group 3: Trading Activity and Future Outlook - Today's trading volume for FANG is 2,249,285 shares, indicating strong investor interest [5]. - The company's focus on U.S. light oil demand positions it well for future growth, despite potential market challenges [6].

Group 1 - Moderna, Inc. is a leading biotechnology company known for its mRNA technology, particularly in COVID-19 vaccine development, competing with Pfizer and BioNTech [1] - Citigroup has updated its rating for Moderna to "Neutral," indicating that investors should hold onto the stock, which is currently trading at approximately $41.84 [1][5] - The stock has seen a 6.29% increase, with a daily trading range between $40.55 and $42.30, and a market capitalization of around $16.35 billion [4][5] Group 2 - Investors often focus on stocks that are expected to exceed quarterly earnings estimates, as these can significantly influence stock prices [2] - The Zacks Earnings ESP tool is utilized to identify potential earnings surprises by analyzing recent analyst revisions, which can help investors enhance their returns [3]

Core Insights - AIG has formed a strategic partnership with CVC, which is expected to leverage the strengths of both companies and potentially lead to significant market developments [1][5] - Cantor Fitzgerald has adjusted AIG's rating to Neutral and lowered its price target from $80 to $77, indicating a cautious outlook on the stock [2][5] Stock Performance - AIG's current stock price is $72.93, reflecting a decrease of 1.1 points or approximately 1.49% on the day, with fluctuations between a low of $72.81 and a high of $73.98 [3][5] - Over the past year, AIG's stock has reached a high of $88.07 and a low of $71.74, with a current market capitalization of approximately $39.35 billion [4] - Today's trading volume for AIG is 3,467,157 shares, indicating active investor interest [4]

Core Viewpoint - Regions Financial Corp is a significant player in the financial services sector, particularly in the southeastern United States, focusing on innovation and customer satisfaction to maintain a competitive edge [1] Financial Performance - In 2025, Regions Financial reported full-year earnings of $2.1 billion, with earnings per share of $2.30, or $2.33 on an adjusted basis [2][6] - The company achieved a return on tangible common equity exceeding 18%, indicating strong financial health and efficiency [3][6] Market Position - Regions Financial has a market capitalization of approximately $24.35 billion and a trading volume of 27.67 million shares [5] - The stock is currently considered modestly overvalued with a GF Value of $23.18, suggesting caution regarding its current valuation [4] Price Target and Growth Potential - Morgan Stanley set a price target of $31 for Regions Financial, indicating an 11.63% potential increase from its current trading price of $27.77 [2][6] - The company has demonstrated effective expense management, achieving 140 basis points of adjusted positive operating leverage and increasing tangible book value per share by 20% [5]

Core Viewpoint - Union Pacific Corporation is facing regulatory challenges that may impact its stock performance, despite maintaining a "Buy" rating from Susquehanna [2][6]. Group 1: Company Overview - Union Pacific Corporation operates a vast network of railroads across the western two-thirds of the United States and competes with Norfolk Southern and CSX Corporation [1]. - The company has a market capitalization of approximately $136.1 billion, indicating its significant role in the transportation sector [5][6]. Group 2: Stock Performance - Union Pacific's stock is currently priced at $229.49, having decreased by $1.02, or -0.44%, on the day [4]. - The stock's trading range for the day is between $228.91 and $231.92, with a yearly high of $256.84 and a low of $204.66, reflecting market volatility [4]. Group 3: Regulatory Environment - The U.S. Surface Transportation Board (STB) has returned the proposed $85 billion merger with Norfolk Southern for revision, citing a lack of required information [2][3]. - This decision is part of a broader review process aimed at enhancing competition under stricter merger rules adopted in 2001, adding uncertainty to Union Pacific's strategic plans [3].

Core Viewpoint - Sandisk Corporation (SNDK) has seen a significant stock increase of +70% to over $400 per share in just 11 trading days, positioning it as a leading tech stock for 2026 due to a scarcity in the NAND memory chip market [1][4]. Company Overview - Sandisk is a major producer of NAND flash memory, benefiting from the increasing demand for high-performance flash storage driven by AI infrastructure [2]. - The company was spun off from Western Digital (WDC) to focus on flash memory, which has distinct market and growth profiles compared to hard-disk drives [3]. Market Dynamics - The demand for NAND has surged due to the AI and data-center boom, with solid-state drives (SSDs) being essential for data processing in AI applications [6]. - The broader industry is experiencing a scarcity of NAND, which has significantly boosted Sandisk's stock performance, with a +700% increase since its public listing in February 2025 [4]. Financial Performance - Sandisk's sales are projected to increase by 42% in fiscal 2026 to $10.45 billion, up from $7.36 billion in the previous year, with further growth of 26% expected in FY27 to $13.15 billion [8]. - Annual earnings per share (EPS) are anticipated to rise by 350% to $13.46 in FY26, with a further increase of 93% to $25.94 in FY27 [8]. Valuation Metrics - Despite the stock's remarkable rally, Sandisk is trading at a forward earnings multiple of 30X, which is comparable to the S&P 500 and in line with Western Digital and the industry average [10][11]. Investment Outlook - Sandisk is positioned as a strong buy based on rising EPS revisions, indicating potential for further upside in the context of accelerating NAND demand [13].

Industry Overview - Artificial intelligence stocks have been among the best investments over the past year, outperforming the S&P 500 in 2025, with potential for continued success into 2026 and beyond [1] Company: IREN - IREN (NASDAQ:IREN) is an AI infrastructure company with a significant 5-year, $9.7 billion deal with Microsoft (NASDAQ:MSFT) for 200 megawatts, highlighting the demand for data centers and energy to support AI workloads [2] - The company has approximately three gigawatts in its pipeline, with its 1.4 gigawatt Sweetwater 1 site expected to be operational by April, ahead of competitors [3] - Although IREN started as a crypto miner, the Microsoft deal and potential for similar agreements are expected to shift its business trajectory, with the stock price increasing over 300% in the past year [4] Company: Rezolve AI - Rezolve AI (NASDAQ:RZLV) has a market cap of $1.5 billion and has seen a rally of over 90% in the past year, despite a 40% decline from its all-time highs [5] - The company exited 2025 with approximately $209 million in annual recurring revenue and anticipates reaching at least $500 million by the end of 2026, with projected earnings of $350 million in 2026 compared to $40 million in 2025 [6][7] Company: Aeluma - Aeluma (NASDAQ:ALMU) is a semiconductor company that has nearly tripled in value over the past year, attracting significant investment despite only generating $1.4 million in Q1 FY26 [8] - The company has secured new partnerships and extended contracts, including with NASA, and expects to generate $4 million to $6 million in revenue in fiscal 2026 as it expands into commercial markets [9] - Aeluma has no long-term debt and holds $38 million in cash, positioning it for potential significant returns if commercialization efforts succeed [10]

Core Viewpoint - Gabriel Resources Ltd. has announced the postponement of the hearing scheduled for January 22 and 23, 2026, due to the unavailability of one member of the ad hoc committee [1] Company Summary - Gabriel Resources Ltd. is involved in a legal proceeding with the International Centre for Settlement of Investment Disputes (ICSID) [1] - The hearing's postponement indicates potential delays in the resolution of the investment dispute [1]

Core Viewpoint - Elemental Royalty Corporation is participating in a live Virtual Non-Deal Roadshow on January 26, 2026, to discuss its latest investor presentation and engage with stakeholders and investors [1][2]. Group 1: Event Details - The event will feature David M. Cole, CEO, and Frederick Bell, President & COO, covering the latest investor presentation followed by a live Q&A session [2]. - Registration for the live event is required, and while attendance may be limited, a replay will be available on the Company's Investor website [2]. Group 2: Company Overview - Elemental Royalty Corporation is a mid-tier, gold-focused streaming and royalty company with a diversified portfolio of 16 producing assets and over 200 royalties [3]. - The Company was formed through the merger of Elemental Altus and EMX, combining strengths in royalty acquisitions and generation, aimed at delivering immediate cash flow and long-term value creation [3]. - Elemental Royalty trades on the TSX Venture Exchange and NASDAQ under the ticker symbol "ELE" [4].