Investors Hunt for Proof AI Delivering Productivity Gains
Youtube· 2026-02-02 18:51
Going back to that rarer suggestion, is that positive. Do we need is supply chain a real headache for the businesses out there right now. Yeah, absolutely.You know, what we're seeing is a fundamental shift in how the U.S. has really been addressing supply chain resilience over the past few years and absolutely top of mind following the export control measures by China back in 2025. What in essence, we're doing is we're creating a strategic reserve of rare earth metals for the digital economy, which means th ...
Silver Bull Market May Have Faked Its Death - iShares Silver Trust (ARCA:SLV)
Benzinga· 2026-02-02 18:51
Last Friday, the silver market experienced what appeared to be a historic collapse. Price smashed from the $118 area down to the low $70s in a matter of hours, wiping out weeks of gains in a single session.There was no war, no surprise interest-rate hike, no industrial demand shock. Just a sudden, violent move that left traders staring at their screens wondering what happened.Analysts from the Sirius Report summed it up as an impossibility."We called it a ‘10 sigma event,' which is organically an impossibil ...
Focus on intermediate credit ETFs, says BondBloxx ETFs co-founder Joanna Gallegos
Youtube· 2026-02-02 18:51
Welcome back to the halftime report. I'm Dominic Chu with today's ETF edge. Now, we've got a new Fed nominee for the chairman.Key jobs data on tap. Riskoff trading in some areas of the market. So, is this a setup to start playing a new kind of long game.Joining me now is Joanna Gyos, the co-founder and COO of Bond Blocks. You guys specialize in a lot of different option strategies with regard to how the fixed income markets move, right. How exactly is the current environment visa v.Kevin Morris is our new F ...
Apple Proves Naysayers Wrong Yet Again: Maintain Buy Rating (NASDAQ:AAPL)
Seeking Alpha· 2026-02-02 18:50
I last covered Apple ( AAPL ) after its stunning 2025 third-quarter earnings, and you can read about it here . The magnitude of their revenue beat convinced me to upgrade my ratingI am an investor with over 7 years of experience in the financial markets. Currently pursuing an MBA from the University of Illinois at Urbana-Champaign, where I specialize in Finance and Marketing, my academic background has equipped me with a strong foundation in business strategy, financial analysis, and market dynamics. My inv ...
Cognizant to Report Q4 Earnings: What's in Store for the Stock?
ZACKS· 2026-02-02 18:50
Key Takeaways CTSH is set to report Q4 results on Feb. 4, with consensus EPS of $1.32, up 9.09% from the year-ago quarter.Cognizant expects Q4 revenues of $5.27-$5.33B, indicating year-over-year growth of up to 4.8%.CTSH's expanding large deals pipeline and rising GenAI demand are expected to support near-term growth.Cognizant Technology Solutions (CTSH) is scheduled to report its fourth-quarter 2025 results on Feb. 4, 2026.The Zacks Consensus Estimate for fourth-quarter 2025 earnings is pegged at $1.32 per ...
Apple Proves Naysayers Wrong Yet Again: Maintain Buy Rating
Seeking Alpha· 2026-02-02 18:50
I last covered Apple ( AAPL ) after its stunning 2025 third-quarter earnings, and you can read about it here . The magnitude of their revenue beat convinced me to upgrade my ratingI am an investor with over 7 years of experience in the financial markets. Currently pursuing an MBA from the University of Illinois at Urbana-Champaign, where I specialize in Finance and Marketing, my academic background has equipped me with a strong foundation in business strategy, financial analysis, and market dynamics. My inv ...
Alaska Air Group: A Look Back At The Past Year (NYSE:ALK)
Seeking Alpha· 2026-02-02 18:49
The share price of Alaska Air Group ( ALK ) has fallen 37% from its February 2025 peak. Since then, the share price has traded in a wide range between $37 and $66, standing today at $53 per share. This description of events is reflected inAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compen ...
NYSE Owner Gets SEC Approval for Treasury Clearinghouse
MINT· 2026-02-02 18:49
(Bloomberg) -- Intercontinental Exchange Inc. won approval to operate a clearinghouse for US Treasuries, becoming the latest provider of the service under new regulations for the world’s largest debt market. The firm plans to clear US Treasuries after it got permission from the US Securities and Exchange Commission to operate, according to Paul Hamill, chief commercial officer of the company’s ICE Clear Credit unit. This service is now live, and preparing to add repurchase agreements by the end of the year. ...
Alaska Air Group: A Look Back At The Past Year
Seeking Alpha· 2026-02-02 18:49
The share price of Alaska Air Group ( ALK ) has fallen 37% from its February 2025 peak. Since then, the share price has traded in a wide range between $37 and $66, standing today at $53 per share. This description of events is reflected inAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compen ...
The Party Is Just Getting Started At 7000 Points
Seeking Alpha· 2026-02-02 18:48
I reiterate my buy recommendation on assets that track the main American indices, especially the S&P 500 Index ( SP500 ). This article is part of my weekly series on macroeconomics thatMore than 7 years of experience in equity analysis in LatAm. We provide our clients with in-depth research and insights to help them make informed investment decisions.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions ...