🚨 MARKETS: TOP FUND MANAGERS SAY GOLD IS GOING TO $6,200A Bank of America survey of 190 managers controlling $512B says gold hasn't peaked yet.JPMorgan targets $6,300. UBS says $6,200. Deutsche Bank calls $6,000. Gold already sits at $4,937 — up 67% YoY.Central banks are buying record amounts. The dollar is weakening. And crypto is bleeding.Here's what's driving the call 👇BSCN (@BSCNews):https://t.co/2ftonvaAh2 ...

RT James Hunt (@humanjets)ICYMI: Here's a quick news recap from today's Asia & EMEA sessions @TheBlock__ 👇💰 Anthony Scaramucci's son bought Logan Paul's previously tokenized Pokémon card for a record $16 million.👋 ZeroLend founder "Ryker" announced that the protocol is winding down after three years, citing prolonged operating losses, inactive or illiquid chains, and discontinued oracle support as key factors.💸 Strategy acquired an additional 2,486 BTC for approximately $168.4 million at an average price of ...

Core Insights - Cisco Systems, Inc. (NASDAQ:CSCO) is recognized as one of the 14 best cloud computing stocks to buy currently [1] Group 1: Analyst Ratings and Price Targets - UBS raised its price target for Cisco's stock to $95 from $90 while maintaining a "Buy" rating, citing increased AI order momentum that enhances revenue visibility for FY 2026 and growth potential for FY 2027 [3] - JPMorgan also increased its price objective for Cisco's stock to $95 from $90, keeping an "Overweight" rating, noting that the stock is near its peak valuation multiple but has potential for upside due to revenue growth acceleration [4] Group 2: Strategic Partnerships and Business Focus - Cisco's partnership with Nvidia is expected to facilitate enterprise AI adoption in the future [5] - The company specializes in designing, developing, and selling technologies that power, secure, and derive insights from the internet, offering products such as data center switching, network security, and identity and access management [5]

Group 1 - Wall Street is misinterpreting the impact of artificial intelligence on enterprise software, leading to unrealistic pricing scenarios where AI tools rapidly replace traditional software platforms [1][2] - Large-cap software stocks, including Salesforce and ServiceNow, have seen significant declines, with shares down over 20% in the past month due to fears of AI disruption [3] - Despite concerns, enterprise customers remain committed to platforms like Salesforce and ServiceNow, with high switching costs and long-term contracts limiting immediate disruption [4] Group 2 - AI monetization in major software firms is still in its early stages and could enhance revenue growth rather than reduce it [4] - Analysts at JPMorgan also believe that the market is overestimating near-term AI disruption risks, suggesting a potential rebound [5] - The sell-off in Salesforce and ServiceNow is viewed as excessive, with both companies expected to play significant roles in the AI revolution [6]

Core Insights - Coursera, Inc. (NYSE:COUR) is recognized as one of the 15 Best Small Cap Stocks to Buy according to Wall Street [1] - JPMorgan has lowered its price target for Coursera to $10 from $12 while maintaining an Overweight rating, citing mixed preliminary guidance for 2026 but positive fourth-quarter performance [2] - Goldman Sachs has reduced its price target to $6 from $9 with a Sell rating, highlighting solid FY25 performance in the consumer segment but a weak enterprise environment [3] - RBC Capital has lowered its price target to $8 from $11 while keeping an Outperform rating, noting strong fourth-quarter results across both consumer and enterprise segments [3] Financial Performance - Coursera reported fourth-quarter revenue of $197 million, exceeding the consensus estimate of $191.83 million [4] - The company achieved total revenue of $757 million for 2025 and anticipates revenue between $805 million and $815 million for 2026, surpassing consensus estimates of $797.48 million [4] Business Segments - Coursera operates through three segments: Consumer, Enterprise, and Degrees, providing a range of online education services including courses, certificates, guided projects, and online degrees [5]

Core Insights - The market has entered 2026 with instability, as the S&P 500 is breakeven for the year and the Magnificent 7 stocks have an average return of -7.3% [1] - Concerns are rising among investors regarding margin compression due to significant capital expenditures in AI by tech giants [2] Small-Cap Opportunity - Capital is shifting towards smaller companies that support AI development rather than the major tech leaders, with Franklin Templeton suggesting that suppliers and adopters may present better opportunities [3] - Small-cap teams are focusing on firms producing semiconductor components, power infrastructure, and engineering services related to data-center expansion, which are benefiting from increased spending but still have modest valuations compared to larger tech companies [4] AI-Resilient Group - Despite the selloff in large-cap software, JPMorgan believes that not all incumbents will be negatively impacted by AI, indicating that the recent market reaction has been overly broad and has created opportunities in "AI-resilient" companies [5] - The bank's strategist notes that the current market positioning is overly bearish, suggesting a potential for a rebound in these resilient names [5]

Core Viewpoint - Coinbase CEO Brian Armstrong has sold $545.7 million worth of stock over nine months, indicating a significant liquidation of his holdings without any purchases during this period [1]. Group 1: Armstrong's Selling Activity - Armstrong liquidated over 1.5 million shares between April 2025 and January 2026, with the largest single-day sale occurring on June 25, 2025, when he sold 336,265 shares at $355.37 each [2]. - The most recent sale on January 5 involved 40,000 shares sold at $254.92, netting approximately $101.6 million [2]. Group 2: Armstrong's Net Worth and Other Investors - Armstrong's net worth has dropped over $10 billion from a peak of $17.7 billion in July 2025, with his remaining fortune of $7.5 billion tied to a 14% stake in Coinbase [3]. - Other significant investors, such as Cathie Wood's Ark Invest, have also been selling Coinbase shares, liquidating $17.4 million on February 5 while investing $17.8 million into a competing digital asset exchange [3]. Group 3: Analyst Ratings and Market Sentiment - Goldman Sachs upgraded Coinbase (COIN) to a "buy" rating on January 5, setting a price target of $303, citing non-trading revenue growth as a buffer against market cycles [4]. - Conversely, JPMorgan reduced its price target by 27%, attributing this to lower trading volumes, softness in crypto prices, and decelerating stablecoin growth [4]. Group 4: Price Movement and Technical Analysis - COIN closed 6% down after breaking critical support at the $230-$240 level, which had previously held multiple times [7]. - The current technical indicators suggest bearish momentum, with a Supertrend at $189.46 and a Parabolic SAR at $168.59 confirming downside pressure [9]. - For recovery, COIN needs to reclaim the $168-$170 range and work towards the $190 Supertrend level, with significant resistance at $230-$240 [10].

Group 1 - UBS raised its price target on Compass, Inc. to $17 from $12 and maintained a Buy rating, focusing on integration execution and cost synergy realization post-Anywhere merger [1] - JPMorgan initiated coverage on Compass, Inc. with an Overweight rating and a $15 price target, highlighting the transformational nature of its acquisitions and the potential for high-margin revenue and deleveraging through the Anywhere merger, which unlocks $300 million in targeted synergies [2] - Compass, Inc. was denied a preliminary injunction by the U.S. District Court for the Southern District of New York, which sought to block Zillow's Listing Access Standards that exclude certain listings from Zillow's home search portal [3] Group 2 - Compass, Inc. provides real estate brokerage services in the U.S. and operates technology platforms to support agents in marketing, client management, and transaction workflows [4]

Group 1 - The U.S. Federal Reserve is expected to appoint Randall Guynn as the new director of supervision and regulation, marking a significant shift from the tradition of selecting long-serving Fed career staff for this role [1] - Guynn, a former partner at Davis Polk & Wardwell LLP, has extensive experience representing major U.S. banks and will replace Michael Gibson, who retired in July after over 30 years at the Fed [1] - The appointment is subject to a vote by the Fed's board of governors, with the timing of the vote currently unknown [1] Group 2 - Guynn's role will involve overseeing the Fed's broad regulatory framework for the banking sector, which includes setting rules and examining large financial institutions [1] - Fed Governor Michelle Bowman, who appointed Guynn, aims to overhaul banking rules and supervision practices established after the 2008 financial crisis, arguing that current regulations are overly burdensome [1] - Plans include reducing the headcount of the supervision and regulation division by approximately 30% to around 350 employees, primarily through natural attrition and voluntary redundancies [1] Group 3 - Guynn has a history of advising on significant financial matters, including the 2008 financial crisis and the recent $30 billion liquidity injection for First Republic Bank during the 2023 banking turmoil [1] - He has previously criticized the Fed's efforts to raise bank capital requirements, advocating for standards that are tailored to the size and risk of individual institutions [1]

LATEST: 📊 JPMorgan cut its Bitcoin production cost estimate to $77,000 from $90,000 after mining difficulty posted its steepest drop since 2021, but it expects costs to rebound as the hashrate recovers. https://t.co/FhHJCbJujq ...