GE logo over wind farm at sunset, signaling renewables growth. Key Points GE Vernova is already up considerably in 2026 after nearly doubling in value last year. The company's Q4 report confirmed investor optimism, as the company's orders and backlog soared. Despite trading at a high valuation multiple, the company's impressive demand and cash flow projections are hard to ignore. Interested in GE Vernova Inc.? Here are five stocks we like better. Power and electrification company GE Vernova (NYSE: ...

Core Insights - Bitcoin ETFs experienced significant one-day outflows of nearly $818 million as Bitcoin's price fell to a nine-month low, indicating a shift in investor sentiment [1][4] - Cumulative net inflows since the inception of Bitcoin ETFs remain substantial at $55.52 billion despite recent negative trends [1][4] Group 1: ETF Performance - The largest Bitcoin ETF, BlackRock's iShares Bitcoin Trust, led the outflows with $317.81 million, followed by Fidelity's FBTC with $168.05 million and Grayscale's GBTC with $119.44 million [2] - January concluded with estimated net outflows of $1.1 billion, reflecting a continuation of negative trends observed in December 2025 [3] Group 2: Market Conditions - The sharp decline in Bitcoin's price, dropping below the $84,000 support level to as low as $81,200, coincided with broader bearish conditions in the cryptocurrency market [3][4] - Analysts suggest that ongoing bearish market conditions and lower price targets could lead to further outflows from Bitcoin ETFs in the future [5]

Core Viewpoint - Kimberly-Clark is positioned as a deep value stock for income investors in 2026, especially with its strong dividend yield of 5% and a history of consistent dividend increases [3][9][19] Company Overview - Kimberly-Clark specializes in paper products, including brands like Kleenex, Huggies, and Scott, holding leading market shares in 70 countries [4] - Approximately two-thirds of its sales are generated in North America, with the remainder coming from international markets [4] Financial Performance - In 2025, Kimberly-Clark achieved 1.7% organic sales growth, driven by a 2.5% increase in volume, despite a 0.9% decrease in price [6] - The company reported gross margins of 36%, flat adjusted operating profit, and a 3.2% increase in adjusted earnings per share (EPS) [6] - For 2026, Kimberly-Clark is guiding for 2% organic sales growth and flat adjusted EPS, with a mid-to-high single-digit increase in adjusted operating profit [6] Dividend and Cash Flow - Kimberly-Clark raised its dividend for the 54th consecutive year, indicating a commitment to returning value to shareholders [3][10] - The company's earnings and free cash flow exceed its dividend expense, suggesting that the dividend is sustainable without relying on debt [10] Acquisition Strategy - The acquisition of Kenvue, a consumer health company, is expected to generate $2.1 billion in annual synergies, primarily from cost reductions [12][15] - This acquisition aligns with Kimberly-Clark's strategy to expand its product offerings and cover a broader range of consumer needs [13][15] Market Position and Valuation - Kimberly-Clark's stock is currently trading at 13 times forward earnings, making it an attractive option for value investors [18] - The stock has experienced a sell-off, leading to a higher dividend yield, which is appealing for income-focused investors [9][19]

Core Viewpoint - GPM Growth Investors, Inc. has acquired a significant position in the Invesco BulletShares 2030 Corporate Bond ETF, indicating a strategic move towards investment-grade bonds with a defined maturity and predictable income streams [1][2][6]. Fund Overview - The Invesco BulletShares 2030 Corporate Bond ETF targets investment-grade corporate bonds maturing in 2030, appealing to investors seeking defined maturity and predictable income [6][8]. - The fund has an asset under management (AUM) of $2.27 billion and offers a yield of 4.58% [4]. - As of January 29, the ETF's share price was $16.90, reflecting a 3% increase over the past year [3][4]. Recent Transaction - GPM Growth Investors added 440,939 shares of the ETF, valued at approximately $7.46 million, which represents 2.91% of the fund's 13F reportable assets under management as of December 31 [2][3]. - The transaction reflects a deliberate strategy to lock in income while maintaining flexibility in a fluctuating interest rate environment [7][9]. Investment Strategy - The ETF employs a rules-based index and sampling methodology to balance diversification and tracking efficiency, aiming to hold at least 80% of assets in securities from the target index [8]. - The fund is structured as a non-diversified ETF, providing exposure to a defined-maturity bond portfolio [8]. Market Positioning - Defined-maturity bond ETFs like this one are increasingly viewed as essential components of fixed income allocations, offering higher yields than short-term cash alternatives while limiting duration risk [9][11]. - The fund's approach allows for predictable cash flow over time, converting price volatility into stable income, which is appealing for long-term investors [10][11].

No change. The Federal Reserve holding rates steady in the range of three and a half to three and 3/4%. Now, this was a split decision. Fed Federal Reserve governors Steven Myron and Chris Waller both dissenting preferring to cut rates by a quarter percentage point. Waller had indicated ahead of the meeting that he still has concerns about the health of the job market. Now, Fed officials upgraded their assessment of the economy to solid from moderate on the back of that strong third quarter GDP reading and ...

Core Insights - The iShares Silver Trust (SLV) and the Global X - Silver Miners ETF (SIL) provide different investment approaches to the silver market, with SLV tracking physical silver prices and SIL investing in silver mining companies [1][8]. Cost & Size - SLV has a lower expense ratio of 0.50% compared to SIL's 0.65%, making it more cost-effective for investors [3]. - As of January 26, 2026, SLV has a one-year return of 268.4% while SIL has a return of 247.4% [3]. - SLV has assets under management (AUM) of $38 billion, significantly larger than SIL's $5 billion [3]. - SIL offers a dividend yield of 1.18%, while SLV does not pay dividends [4]. Performance & Risk Comparison - Over five years, SLV has a maximum drawdown of -39.33%, while SIL has a higher drawdown of -55.79% [5]. - An investment of $1,000 in SLV would grow to $4,384 over five years, compared to $2,810 for SIL [5]. Portfolio Composition - SIL invests in 39 global silver mining stocks, focusing entirely on the Basic Materials sector, with major holdings in Wheaton Precious Metals, Pan American Silver, and Coeur Mining [6]. - SLV provides pure exposure to silver prices, with all assets linked to Real Estate as a proxy for physical silver holdings [7]. Investment Implications - SIL's focus on mining companies allows for potential higher returns when these companies perform well, but it also introduces greater risk if they underperform [9]. - SLV offers a straightforward investment in silver prices without the complexities associated with mining operations and equity market fluctuations [9]. - The choice between SLV and SIL depends on investor objectives, with SLV suitable for those seeking direct silver price exposure and SIL for those interested in the broader silver market including mining companies [10].

Fast forward to today, and that swagger has vanished. The PROFESSIONAL MONOGAMYBehind this sudden outbreak of professional monogamy lies a potent cocktail: higher interest rates, geopolitical whiplash and a labour market that has cooled from its post-pandemic sugar rush. The ratio of job openings to unemployed workers has halved since the 2022 levels. The job market no longer feels like a buffet; it feels like airline food—limited choices, all suspicious, and best consumed quietly.Live EventsUncertainty is ...

Core Insights - Bloom Energy Corporation (NYSE:BE) has seen a significant increase in its share price, rising by 7.47% from January 22 to January 29, 2026, making it one of the top-performing energy stocks during that week [1] Company Overview - Bloom Energy designs, manufactures, sells, and installs solid-oxide fuel cell systems for on-site power generation both in the United States and internationally. Its Energy Server converts fuels like natural gas, biogas, and hydrogen into electricity without combustion [2] Analyst Ratings and Price Targets - China Renaissance initiated coverage of Bloom Energy with a 'Buy' rating and a price target of $207, suggesting an upside of over 32% from current levels. Barclays also initiated coverage with an 'Equal Weight' rating and a price target of $153, indicating that Bloom is well-positioned to benefit from increasing on-site power demand and strong momentum from hyperscalers, although the stock's valuation already reflects a significant scale-up [3] - Baird raised its price target for Bloom Energy from $157 to $172 while maintaining an 'Outperform' rating, following an update to its model in anticipation of Q4 results, where it expects the company to meet consensus but provide conservative guidance [4]

Group 1 - The share price of Cameco Corporation (NYSE:CCJ) surged by 9.68% between January 22 and January 29, 2026, making it one of the top-performing energy stocks for that week [1] - Cameco hit an all-time high on January 28, 2026, driven by a rapid increase in uranium prices, which are currently over $101 per pound, the highest since February 2024, due to expectations of long-term high demand [2] - The uranium sector gained attention following the Trump administration's plans to increase nuclear energy capacity and reduce regulations for new nuclear power plants, along with funding for local uranium suppliers to enhance energy security and decrease reliance on Russian imports [3] Group 2 - Over the past year, Cameco's share price has increased nearly 166%, indicating strong performance in the market [4] - While Cameco shows potential as an investment, there are suggestions that certain AI stocks may offer greater upside potential with less downside risk [4]

Core Viewpoint - GeoPark Limited (NYSE:GPRK) has announced a significant acquisition of Frontera Energy's assets in Colombia, which is expected to enhance its operational scale and financial performance substantially [3][4]. Group 1: Acquisition Details - GeoPark has signed a deal valued at $375 million in cash, with an additional $25 million contingent on development milestones [3]. - The acquisition is expected to add 147 million barrels of oil equivalent (mmboe) to GeoPark's proven and probable reserves and 99 mmboe to its proven reserves [4]. Group 2: Financial Impact - The deal is projected to increase GeoPark's pro forma production to over 90,000 barrels of oil equivalent per day (boepd) and EBITDA to approximately $950 million by 2028, effectively doubling previous forecasts [4]. - The combination is expected to deliver annual synergies of $30-50 million by 2027 [4]. Group 3: Strategic Importance - The acquisition positions GeoPark as the largest private operator in Colombia, enhancing its growth trajectory and operational resilience [5]. - The transaction allows for a full-field development approach in key assets, supporting sustained production and increased investment activity in the regions where GeoPark operates [5].