Core Viewpoint - The U.S. government has entered a shutdown, expected to end on Monday, while major companies like Google, Amazon, and AMD are set to report earnings this week [1]. Group 1: Market Overview - Dow Jones futures, along with S&P 500 and Nasdaq futures, will open on Sunday evening [1]. - The stock market, including the Dow Jones index, experienced a decline following President Trump's announcement regarding the Fed chair pick [1]. Group 2: Company Earnings - Google-parent Alphabet (GOOGL), Amazon.com (AMZN), Eli Lilly (LLY), Palantir Technologies (PLTR), and Advanced Micro Devices (AMD) are highlighted as key players in the upcoming earnings reports [1]. - Google is currently in a buy zone ahead of its earnings report scheduled for February 4 [1]. - Amazon is expected to announce significant job cuts, with 16,000 layoffs in its latest round [1].

Cheniere Energy Inc. (NYSE:LNG) is one of the most undervalued large cap stocks to invest in now. On January 28, RBC Capital lowered its price target for Cheniere Energy to $271 from $282 while maintaining an Outperform rating. This sentiment was announced as part of the firm’s Q4 2025 preview for the US Midstream sector. The firm attributed its revised estimates primarily to the impact of commodity prices and production curtailments. RBC Capital also noted that while natural gas-focused stocks underperf ...

Patient investors who ride out the storm could be rewarded down the road.Intuitive Surgical (ISRG 0.66%), a medical device specialist, faced significant issues last year, especially as its business struggled amid President Donald Trump's strict trade policies.The healthcare giant is facing more problems this year. Intuitive Surgical's shares recently fell as the market was unimpressed with its latest quarterly update. However, this could be a decent opportunity to pick up the company's shares on the dip. Gu ...

Japan has the oldest population in the world, and with that comes a growing challenge: protecting household wealth as cognitive decline becomes more common. According to Bloomberg, half of the nation’s gross domestic product (GDP) is in the hands of older adults experiencing dementia. With trillions of dollars at risk of mismanagement, Japan’s already sluggish economy could be heading for even harder times (1). Must Read This troubling trend serves as a warning for other aging countries, including the ...

Group 1 - Barrick Mining Corporation is considered one of the most undervalued large-cap stocks currently, with a significant discount compared to its global peers [1] - JPMorgan initiated coverage of Barrick Mining with an Overweight rating and a price target of $68, citing strong demand for gold driven by central bank activities and US policy uncertainty [1] - Canaccord raised its price target for Barrick Mining to C$80 from C$70 while maintaining a Buy rating [2] - Bank of America increased its price target for Barrick Mining to $58 from $50, also maintaining a Buy rating, highlighting intensified macroeconomic factors affecting gold prices [3] Group 2 - Barrick Mining explores, develops, produces, and sells mineral properties, focusing on gold, copper, silver, and energy materials [4]

Group 1: Taiwan Semiconductor Manufacturing (TSMC) - TSMC is a major player in the AI chip market, producing logic chips for companies like Nvidia and its competitors [3][4] - The company holds a significant market share and is the largest by revenue, providing insights into demand trends [4] - TSMC anticipates a nearly 60% compounded annual growth rate (CAGR) for AI-related chips from 2024 to 2029, indicating strong future demand [4] - To meet this demand, TSMC is investing $52 billion to $56 billion in production capacity this year, suggesting potential stock price appreciation [5] - The stock is currently trading at 23 times forward earnings, presenting a compelling investment opportunity in the AI sector [5] Group 2: Broadcom - Broadcom specializes in custom AI chips, partnering with AI hyperscalers to create application-specific integrated circuits (ASICs) tailored for AI applications [6] - The company expects its AI semiconductor revenue to double year over year in Q1, indicating robust growth potential [7] - By the end of FY 2026, AI semiconductor revenue may constitute a significant portion of Broadcom's overall revenue, highlighting its strategic shift [7] - Broadcom's ASIC chips are seen as a viable alternative to Nvidia's GPUs, positioning the company for substantial growth in the coming years [7]

Core Viewpoint - HCA Healthcare Inc. is identified as one of the most undervalued large-cap stocks, with recent price target increases from RBC Capital and TD Cowen following strong Q4 2025 results and positive 2026 guidance [1][3] Group 1: Financial Performance - RBC Capital raised its price target for HCA Healthcare to $555 from $525, maintaining an Outperform rating, citing strong Q4 2025 results and robust 2026 guidance [1] - TD Cowen increased its price target from $490 to $529 with a Buy rating after HCA's Q4 2025 EBITDA exceeded consensus expectations, attributing this to effective expense controls [3] Group 2: Strategic Initiatives - HCA Healthcare is expected to achieve $400 million in savings from strategic resiliency initiatives, which will help offset challenges such as the expiration of enhanced premium tax credits and reduced contributions from state programs [1][2] - The company is leveraging its scale and data-driven efficiencies to drive growth despite a changing regulatory and payer landscape [2] Group 3: Company Overview - HCA Healthcare operates hospitals and related healthcare entities in the US, providing general and acute care services [4]

Group 1: Company Overview - Centene Corporation (NYSE:CNC) is a healthcare enterprise that provides programs and services to under-insured and uninsured families and commercial organizations in the US [4] Group 2: Analyst Ratings and Price Targets - Mizuho increased its price target for Centene from $40 to $47 while maintaining a Neutral rating, indicating a cautious outlook due to decelerating healthcare utilization growth [1] - Wells Fargo raised its price target for Centene to $43 from $35 with an Equal Weight rating, expressing concerns about high uncertainty in Medicaid and Exchanges and a challenging environment for hospitals in 2026 [2] - Bernstein analyst Lance Wilkes raised the price target for Centene to $59 from $45 with an Outperform rating, anticipating a sector-wide turnaround in government managed care starting in 2026 [3] Group 3: Market Trends and Insights - Recent physician surveys suggest that healthcare utilization growth is decelerating, which may indicate that the utilization trend is currently peaking [1] - The managed care sector is expected to face challenges as post-COVID tailwinds diminish and legislative risks increase [2] - Current levels across all managed care organization sectors are viewed as attractive entry points for investors despite anticipated volatility [3]

Core Viewpoint - General Motors Company (NYSE:GM) is currently considered one of the most undervalued large-cap stocks, with recent price target increases from RBC Capital and Morgan Stanley following strong earnings reports [1][3] Group 1: Earnings and Price Target Increases - RBC Capital raised its price target for GM from $92 to $107, citing strong Q4 2025 earnings and an Outperform rating [1] - Morgan Stanley increased its price target for GM from $90 to $100, maintaining an Overweight rating after a robust earnings report and 2026 guidance that exceeded consensus expectations [3] Group 2: Strategic Positioning and Agility - GM is effectively navigating the current slowdown in electric vehicle (EV) demand while maintaining production flexibility to scale up quickly if demand recovers [2] - The company is well-equipped to handle commodity pressures and onshoring challenges, benefiting from regulatory tailwinds, improved warranty costs, and narrowing EV losses [1] Group 3: Shareholder Value Initiatives - Morgan Stanley highlighted GM's commitment to shareholder value, particularly through a newly authorized $6 billion share buyback program, which is expected to boost investor confidence [3]

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against Endeavor Group Holdings, Inc. for alleged violations of federal securities laws, encouraging affected investors to contact them for legal options [2][5]. Group 1: Legal Investigation - The firm is looking into claims against Endeavor Group Holdings, Inc. and reminds investors of the March 18, 2026 deadline to seek the role of lead plaintiff in a federal securities class action [2]. - The complaint alleges that Endeavor and its executives made false and misleading statements and failed to disclose critical information in their filings with the U.S. Securities and Exchange Commission [5]. Group 2: Investor Rights - Investors who sold Endeavor Class A common stock between January 15, 2025, and March 24, 2025, are encouraged to discuss their legal rights with the firm [1]. - The lead plaintiff in the class action will be the investor with the largest financial interest who is typical of class members, and any member can move to serve as lead plaintiff [6]. Group 3: Firm Background - Faruqi & Faruqi, LLP is a national securities law firm with a history of recovering hundreds of millions of dollars for investors since its founding in 1995 [4].