Core Insights - The price of silver experienced a historic drop of over 30% due to a strengthening US dollar and investor reactions to President Trump's Federal Reserve pick [1][4] - Commodities analyst Jeffrey Christian anticipates that the decline in silver prices could persist, with a worst-case scenario predicting prices could fall to $68 an ounce, representing an additional 17% drop [2][3] Market Indicators - CPM Group is monitoring several indicators that may signal further declines in the silver market, including diminishing investor interest, increasing inventories, and shifts in trading momentum in silver, bonds, and silver-related ETFs [3][5] - Despite the recent plunge, there is a possibility that silver prices could remain high or even increase through 2026, according to Christian [3] Investor Sentiment - Concerns about inflation and the robustness of the US dollar are pushing investors towards silver as a safe haven, although further price declines could lead to a large-scale exit from the market [2][4] - The recent drop in silver prices raises significant concerns about its future as a safe haven investment [4]

Group 1 - The Trump Accounts initiative aims to provide $1,000 to children born between 2025 and the end of 2028 for individual retirement accounts, allowing investments in U.S. stock index funds until the child turns 18 [5] - Robinhood Markets is a leading candidate to oversee the Trump Accounts, with the Treasury Department considering selecting up to three financial companies as trustees [2] - Other financial institutions like JPMorgan Chase, Wells Fargo, and Bank of America have expressed interest in participating in a secondary role related to rollover accounts, which could be less costly while still gaining access to new funds and customers [4] Group 2 - Billionaires, including Michael Dell, are contributing to the funding of the Trump Accounts, and some companies like Coinbase Global are matching contributions for their employees' children [6] - The initiative is part of the One Big Beautiful Bill Act, which could lead to significant new fund launches and management opportunities for the selected trustees [3] - Older brokerages such as Fidelity Investments and Vanguard Group have not been included in the list of candidates for the Trump Accounts [4]

A historic liquidation event swept through gold and silver markets over the past 48 hours, erasing roughly $7 trillion in value from precious metals. Meanwhile, Bitcoin fell 7% but remained surprisingly resilient amid the broader sell-off. Bitcoin analyst Joe Consorti noted that the decline in the precious metals market cap was roughly four times Bitcoin’s entire capitalization. BTC Avoids Liquidation Cascade That Crushed Gold and Silver Prices Data from blockchain analytics firm Santiment highlighted th ...

Core Viewpoint - Micron Technology (MU) has experienced a significant increase in stock price, rising from a low of $62 in April 2025 to $415, marking it as one of the leading gainers in both the S&P 500 Index and Nasdaq 100 [1] Company Performance - The stock price of Micron has surged by approximately 570% since its lowest point in April 2025 [1] - This remarkable performance positions Micron as a standout performer in major stock indices, indicating strong investor confidence and market interest [1] Market Context - The rise in Micron's stock reflects broader trends in the semiconductor industry, which may be benefiting from increased demand and favorable market conditions [1] - As a key player in the semiconductor sector, Micron's performance could influence investor sentiment and market dynamics within the industry [1]

Core Insights - Wealthstar Advisors sold 82,700 shares of the Vanguard Total Corporate Bond ETF, valued at approximately $6.47 million, indicating a reduction in their investment position [2][3] - The total value of Wealthstar's position in the ETF decreased by $6.49 million, reflecting both trading and price changes [2] - Following the sale, the Vanguard Total Corporate Bond ETF represented only 0.21% of Wealthstar Advisors' reportable assets under management [3] ETF Overview - The Vanguard Total Corporate Bond ETF has an Assets Under Management (AUM) of $1.51 billion and a price of $77.96 as of January 29 [4] - The ETF offers a yield of 4.74% and has delivered a total return of 7.5% over the past year [4] - The ETF tracks the Bloomberg U.S. Corporate Bond Index, providing exposure to investment-grade, fixed-rate, taxable U.S. corporate bonds [8] Investment Strategy - The ETF employs a low-cost, index-based strategy that provides diversified access to the U.S. investment-grade corporate bond market [6] - It is structured as a fund of funds ETF, emphasizing broad market coverage and efficient expense management [8] - The fund's performance reflects macroeconomic conditions, with a total return of 7.51% over the past year attributed to declining yields and stable credit spreads [10] Market Implications - The sale by Wealthstar Advisors suggests a preference for tighter control over interest rate sensitivity rather than a negative outlook on corporate balance sheets [9] - The broader corporate bond exposure offers diversification but may limit flexibility in response to changing rate expectations [11] - The transaction appears to be more about duration management than market timing, indicating a strategic rebalancing rather than a bearish sentiment [11]

Core Insights - Nvidia's CEO Jensen Huang announced the arrival of a new era in physical AI, particularly in autonomous vehicles, with the introduction of Nvidia's Alpamayo technology, which is expected to revolutionize the driverless car market [1][2] Industry Overview - The autonomous vehicle industry is projected to reach a market size of $13.6 trillion by 2030, indicating significant growth potential [2] - Despite the promising technology, skepticism remains on Wall Street due to past overestimations of the timeline for driverless cars becoming mainstream [3][4] Company Developments - Nvidia's Alpamayo technology demonstrated its capabilities in a live demonstration, yet the company's stock experienced a slight decline post-announcement, reflecting market skepticism [2][5] - Nvidia's market cap stands at $4.6 trillion, with a current stock price of $191.12 and a gross margin of 70.05% [6] Competitive Landscape - Nvidia faces substantial competition from other tech giants like Alphabet and Tesla, both of which are heavily investing in autonomous vehicle technology [9][10] - Alphabet has committed $5 billion to its Waymo subsidiary, which has already provided 450,000 paid rides weekly, while Tesla is seen as a strong contender in the autonomous car market [10] Investment Opportunities - The Global X Autonomous & Electric Vehicles ETF offers a diversified investment approach to the autonomous vehicle sector, holding significant positions in Alphabet, Tesla, and Nvidia, among others [12][13] - The ETF has an expense ratio of 0.68% and has delivered an average annual return of 10.73% since its inception in 2018, making it an attractive option for investors looking to capitalize on the driverless car trend without concentrating on a single company [14]

Bitcoin mining activity has taken its biggest hit since late 2021 after a severe winter storm in the United States forced several large mining firms to curtail operations, triggering a sharp drop in network hashrate, production and revenue. Bitcoin’s total network hashrate has fallen about 12% since November 11, marking the largest drawdown since October 2021, when the network was still recovering from China’s sweeping mining ban. (CryptoQuant) The hashrate now sits near 970 exahashes per second, its lo ...

Core Viewpoint - The Fermi Inc. class action lawsuit alleges that the company and its executives made misleading statements regarding its Project Matador campus, leading to significant financial losses for investors following the termination of a key funding agreement [3][4][5]. Company Overview - Fermi Inc. is positioned as an energy and AI infrastructure company, having conducted its initial public offering (IPO) in October 2025, selling 37,375,000 shares at a price of $21.00 per share [2]. Allegations of the Lawsuit - The lawsuit claims that Fermi overstated tenant demand for its Project Matador campus and failed to disclose reliance on a single tenant's funding commitment, which posed a risk of termination [3]. - On December 12, 2025, Fermi announced that the first tenant for Project Matador had terminated a $150 million funding agreement, resulting in a nearly 34% drop in stock price [4]. - By the time the lawsuit commenced, Fermi's stock price had fallen to as low as $8.59 per share, marking a 59% decline from the IPO price [5]. Legal Process - The Private Securities Litigation Reform Act of 1995 allows investors who purchased Fermi common stock during the IPO or the class period to seek appointment as lead plaintiff in the class action lawsuit [6]. - The lead plaintiff represents the interests of all class members and can select a law firm for litigation [6]. Law Firm Background - Robbins Geller Rudman & Dowd LLP is a leading law firm specializing in securities fraud and shareholder litigation, having secured over $2.5 billion for investors in 2024 alone [7]. - The firm has a strong track record, being ranked 1 in monetary relief for investors in securities class actions for four out of the last five years [7].

(Bloomberg) -- Amid broad euphoria in credit markets, one type of debt is facing growing fear.  Software companies, larded up with debt after leveraged buyout firms viewed their revenue as relatively predictable, have seen their loan prices drop this week. Investors are becoming increasingly worried that advances in artificial intelligence, including the growing coding capabilities of Anthropic’s Claude, will leave many software products and services obsolete. A Cloudera Inc. loan fell by 7 cents on the dol ...

Stablecoin giant Tether on Friday posted a $10 billion profit for 2025, down from the previous year as the company quickly stocked up on assets. The private firm, based out of the Salvadoran capital of San Salvador, posted a $13 billion profit for 2024. Tether did not explain why its profits for last year were down but did say it had made a “shift toward highly liquid, low-risk assets” and that total reserves hit a high of $193 billion. “USDT expanded because global demand for dollars is increasingly mo ...