US stocks found a foothold on Monday after a dramatic sell-off in gold and silver unnerved investors, shaking off AI trade worries as earnings flooded in and Federal Reserve uncertainty swirled. The Dow Jones Industrial Average (^DJI) rose 0.6%, while the S&P 500 (^GSPC) added roughly 0.3%. Meanwhile, the tech-heavy Nasdaq Composite (^IXIC) moved up 0.2%, shaking off the premarket maiaise for techs. All three indexes suffered a sharp reversal on Friday as precious metals skidded. Wall Street is heading ...

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting with competent advisors before making any financial decisions, particularly in relation to investments in cryptocurrencies and CFDs [1]. Group 1 - The website provides general news, personal analysis, and opinions, as well as materials from third parties for educational and research purposes [1]. - It explicitly states that the information should not be interpreted as a recommendation or advice for any financial actions, including investments or purchases [1]. - The accuracy and reliability of the information are not guaranteed, and users are cautioned that prices may be provided by market makers rather than exchanges [1]. Group 2 - The content includes information about complex financial instruments such as cryptocurrencies and CFDs, which carry a high risk of losing money [1]. - Users are encouraged to understand how these instruments work and to consider their financial situation before investing [1]. - The website may contain advertisements and promotional content, and FX Empire may receive compensation from third parties related to such content [1].

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against Beyond Meat, Inc. due to alleged violations of federal securities laws, encouraging affected investors to come forward [2][5]. Group 1: Legal Investigation and Claims - The law firm is urging investors who suffered losses in Beyond Meat between February 27, 2025, and November 11, 2025, to discuss their legal options [1]. - A federal securities class action has been filed against Beyond Meat, with a deadline of March 24, 2026, for investors to seek the role of lead plaintiff [2]. - The complaint alleges that Beyond Meat and its executives made false and misleading statements regarding the company's financial health and asset valuations [5]. Group 2: Financial Performance and Stock Impact - On November 3, 2025, Beyond Meat announced a delay in reporting its Q3 2025 financial results, leading to a stock price drop of 16.01%, closing at $1.39 per share [6]. - The company reported a loss from operations of $112.3 million for Q3 2025, which included $77.4 million in non-cash impairment charges [7]. - Following the financial results announcement, Beyond Meat's stock fell an additional 8.96%, closing at $1.22 per share on November 11, 2025 [7]. - On November 12, 2025, the stock price dropped further by 8.61%, closing at $1.115 per share after a conference call where the CFO disclosed details about the impairment charges [9][8].

Core Viewpoint - The semiconductor company Marvell Technology is poised for significant growth driven by the demand for AI infrastructure, despite its stock not reflecting its strong performance [1][2]. Industry Overview - AI infrastructure spending is projected to reach nearly $1.4 trillion in 2026, marking a 41% increase from the previous year [1]. - The market for custom ASICs in AI data centers is expected to grow at a compound annual growth rate (CAGR) of 27% through 2033, potentially generating $118 billion in revenue [5]. Company Analysis - Marvell Technology specializes in application-specific integrated circuits (ASICs), which are increasingly favored over GPUs for AI data centers due to their cost and performance advantages [3]. - The company is expected to capture 20% to 25% of the custom ASIC market by the end of the forecast period, translating to annual revenues between $23.6 billion and $29.5 billion, more than triple its revenue from the previous year [5]. - Marvell's partnerships with major players like Amazon and Microsoft enhance its ability to capitalize on the growing demand for custom AI processors [6]. - The addressable market for Marvell is projected to grow at a 35% CAGR through 2028, reaching $94 billion [7]. - Marvell currently supplies 18 custom processor designs to top U.S. hyperscalers and aims to expand this to over 50 designs [7]. Financial Metrics - Marvell's stock trades at 22 times forward earnings estimates, which is a slight discount compared to the Nasdaq-100 index's multiple of 26 [10]. - Earnings are anticipated to increase by 80% in the current fiscal year, with continued healthy growth expected in subsequent years [10].

Core Insights - Tanager Wealth Management has completely divested its stake in Centessa Pharmaceuticals, selling 598,044 shares for an estimated value of $14.50 million [2][3] - Centessa Pharmaceuticals has a market capitalization of $3.46 billion and focuses on developing therapies for rare and serious diseases [4][5] - The company's stock price increased by approximately 56.7% over the past year, significantly outperforming the S&P 500's 14% gain during the same period [3][10] Company Overview - Centessa Pharmaceuticals is a clinical-stage biotechnology company based in the UK, with a diversified pipeline targeting nephrology, hematology, immunology, and respiratory diseases [5][7] - The company reported a total revenue of $15 million and a net income loss of $242.7 million for the trailing twelve months [4] - Centessa's strategy involves developing differentiated therapies for underserved patient populations, aiming to leverage innovation and clinical expertise [5][7] Financial Position - As of January 26, Centessa had $349 million in cash, equivalents, and investments, along with $250 million raised from investors in November [9] - The company's stock price as of January 26 was $25.73, reflecting a strong performance in the biotech sector [4][3] Market Context - The exit of Tanager Wealth Management indicates a shift in the allocation of assets, as CNTA now represents 0% of their reportable 13F AUM, down from 1.5% in the previous quarter [3] - Centessa's focus on clinical-stage products includes candidates like Lixivaptan for polycystic kidney disease and SerpinPC for hemophilia, among others [7]

Waymo, Alphabet Inc.’s autonomous driving unit, is aiming to raise about $16 billion in a financing round that would value the unit at nearly $110 billion, according to people familiar with the matter.The parent company would provide about $13 billion to the robotaxi firm, while the rest would come from others, including new investors Sequoia Capital, DST Global and Dragoneer Investment Group, said the people, who asked not to be identified because the discussions are private. Mubadala Capital is also inves ...

A study of affluent Chinese released this month by consulting firm Oliver Wyman found that 22% of respondents were negative about the economy when surveyed in May. It just exceeds the 21% seen in October 2022, just before Beijing announced plans to ease its stringent zero-Covid policy.Asia-Pacific markets traded mixed Monday as investors assessed private data for China's factory activity in January, while gold extended losses from Friday.China's factory activity gathered speed in January, according to a pri ...

Jefferies analyst sets a price target of $385 for NYSE:GD, indicating a potential 9.66% increase.General Dynamics reports a strong financial performance in Q4 2025, with an EPS of $4.17 and revenue growth of 7.8% to $14.38 billion.The Marine Systems segment's revenue surged by 21.7%, significantly contributing to the company's overall growth.General Dynamics Corporation, trading as NYSE:GD, is a prominent player in the aerospace and defense industry. The company is known for its diverse range of products an ...

Core Viewpoint - Oil prices experienced a decline in early Asian trading due to indications of U.S.-Iran negotiations that may alleviate supply-disruption risks [1] Industry Summary - The reduction in oil prices suggests a potential stabilization in the market, influenced by diplomatic efforts between the U.S. and Iran [1]

SpaceX is requesting permission to launch as many as 1 million satellites into the Earth’s orbit in order to pull off Elon Musk’s latest grand vision of putting data centers in space to do complex computing for artificial intelligence.In a filing with the Federal Communications Commission made late Friday, SpaceX said it’s creating the solar-powered network in order to “accommodate the explosive growth of data demands driven by AI.”“Launching a constellation of a million satellites that operate as orbital d ...