Quick Read Oracle (ORCL) plans to raise $40B to $50B to expand cloud infrastructure for major AI customers including Meta, Nvidia and OpenAI. Oracle’s remaining performance obligations surged to $523B. This represents roughly 8.5 times annual revenue. Oracle’s trailing free cash flow turned negative at $13B as capital expenditures soared past operating cash flow. Investors rethink 'hands off' investing and decide to start making real money Oracle (NYSE:ORCL) announced on Friday that it expects to r ...

Market Overview - Gold prices dropped as much as 6% and silver fell 10% due to increased margin requirements by CME Group following a significant decline on Friday, leading to a selloff across markets as leveraged investors unwound positions to meet margin calls [1][8] - U.S.-listed gold and silver mining companies experienced declines in premarket trading, with Newmont down 2.2%, Barrick Mining down 2.8%, and Kinross Gold down 3.2% [1][8] Economic and Policy Impact - The selloff in precious metals intensified after U.S. President Donald Trump nominated Kevin Warsh as the next Federal Reserve chair, a decision perceived as hawkish by investors [2][8] - Shares of energy companies fell as oil prices decreased by 5% after Trump indicated that Iran was engaging in discussions with Washington, which eased concerns over supply disruptions [4][8] Technology Sector Performance - The volatility VIX index rose to 19.11, nearing a two-week high, influenced by mixed earnings from major tech companies and increased policy uncertainty following Trump's nomination of Warsh [5][9] - Major tech stocks, including Nvidia and Tesla, saw declines of nearly 2% each, while Meta and Alphabet lost 1.4% and 0.9%, respectively [5][9] - Microsoft shares recorded their worst week since March 2020 due to disappointing cloud revenue, raising concerns about the returns on significant investments in artificial intelligence [6][9] - Oracle's shares dropped 3.7% after announcing plans to raise $45 billion to $50 billion in debt and equity this year [6][9] Upcoming Economic Indicators - The U.S. is expected to experience a brief government shutdown after Congress failed to approve funding, with key economic data releases scheduled for the week, including January manufacturing PMI and labor market indicators such as JOLTS and nonfarm payrolls [7][9]

Group 1 - The article discusses the importance of enabling Javascript and cookies in browsers to prevent access issues [1] - It highlights that users with ad-blockers may face restrictions when trying to access content [1]

Core Insights - The article highlights three stocks that are expected to perform strongly in 2026, emphasizing their growth potential and market positioning. Group 1: Amazon - Amazon's share prices have lagged behind the S&P 500 over the past 12 months, but earnings growth is expected to drive future performance [2] - The company is focusing on improving efficiency, which is anticipated to continue positively impacting its bottom line [2] - Amazon Web Services (AWS) is expected to benefit significantly from the rise of agentic AI, with increased investments in AI leading to greater returns [3] Group 2: BeOne Medicines - BeOne Medicines has seen its stock price increase by over 50% in the last year, yet it remains underrated in the biotech sector [4] - The company's flagship product, Brukinsa, is recognized as the gold standard for treating various blood cancers, with sales expected to rise in both the U.S. and Europe [4] - BeOne has received regulatory approval in China for sonrotoclax and is awaiting U.S. approval, with potential for accelerated approval of another drug pending positive clinical results [6] Group 3: Enterprise Products Partners - Enterprise Products Partners offers a forward distribution yield of 6.6%, making it attractive for income investors [7] - The company has a strong track record of increasing its distribution for 27 consecutive years [7] - The anticipated boom in data center construction for AI applications is expected to drive demand for the company's natural gas pipelines, positioning it for growth [8]

30 January 2026 | 12:23PM HKT Equity Research Global PCB: Allocation breakdown; FAQs on cost, competition, and revenue recognition Following the initiation of Victory Giant, WUS and Shengyi, we further breakdown our AI PCB and CCL allocation to reflect the important role these companies play in the AI server PCB/ CCL supply chain (Exhibit 2). We address key investor debates in this report, covering topics including increasing material costs, rising competition, and the time gap between building up new capac ...

Core Insights - Saks Global is terminating its eCommerce partnership with Amazon to focus on its own website and areas with greater growth potential [3][5] - The decision follows Saks' bankruptcy filing, which highlighted financial struggles, particularly in its off-price division [6][7] - Amazon has expressed concerns over its investment in Saks, claiming it is now "presumptively worthless" due to the bankruptcy [7] Company Developments - Saks is closing its Saks on Amazon storefront, citing limited brand participation and a strategic shift towards driving traffic to its own platform [3] - The company is winding down most of its off-price operations, including Saks Off 5th and Neiman Marcus Last Call stores, to concentrate on full-price luxury sales [5][6] - Saks' off-price division is projected to incur a loss of $139 million in fiscal year 2025, indicating significant financial challenges [6] Industry Context - The downsizing of Saks reflects broader structural challenges in the brick-and-mortar retail sector, as physical stores lose competitive status to digital platforms [7] - Analysts predict that the decline in luxury store counts may create opportunities for off-price and beauty retailers to expand in the current market [8]

Amazon’s ‘Melania’ documentary makes $7M on opening weekend https://t.co/YIVFadodnt ...

Core Insights - The documentary "Melania" about First Lady Melania Trump is exceeding box office expectations, projected to earn $7.04 million in its opening weekend, ranking third overall behind "Send Help" and "Iron Lung" [1] - Amazon's acquisition of "Melania" for $40 million, along with an additional $35 million for promotion, raises concerns about profitability despite the film's strong opening performance [2] - Critics suggest Amazon's bid was more about political favor than box office potential, with a significant margin over Disney's bid [3] Financial Aspects - The documentary's opening weekend earnings of $7.04 million surpassed pre-release estimates of $3 to $5 million, but profitability remains uncertain due to high acquisition and promotion costs [2] - Amazon's total investment in "Melania" amounts to $75 million, which is substantial for a documentary [2] Critical Reception - "Melania" has received overwhelmingly negative reviews, with a score of 7% on Metacritic and 10% on Rotten Tomatoes, indicating poor critical reception [4] - The film has been described as a "carefully stage-managed chronicle" of Melania Trump's life, suggesting a lack of depth in its content [6] Strategic Implications - Amazon MGM's head of domestic theatrical distribution views the film's performance as a starting point for a longer lifecycle, anticipating significant viewership on Amazon's Prime streaming service [7]

Group 1: Economic Indicators - Economists expect nonfarm payrolls to rise by 68K last month, with the unemployment rate remaining steady at 4.4% [3] - The upcoming jobs numbers may be overshadowed by comments from Fed-chair nominee Kevin Warsh regarding interest rates [3][4] Group 2: Earnings Reports - Amazon is projected to report EPS of $1.94 on revenue of $211 billion, with analysts anticipating an upside surprise due to AWS capacity additions and AI infrastructure demand [5] - Alphabet is set to report earnings on Wednesday, while Amazon will follow on Thursday, highlighting the focus on megacap companies this week [5][6] Group 3: Industry Trends - Amazon's recent layoffs, approximately 10% of its corporate workforce, are seen as a shift towards AI-driven operations, reflecting a broader trend in Big Tech [6] - The labor market may face deterioration as companies increasingly adopt AI, potentially leading to more layoffs and reduced hiring [4] Group 4: Cryptocurrency Market - Bitcoin has dipped below $80K, marking its lowest level since April 2025, and has experienced a fourth consecutive monthly decline [8] - The total cryptocurrency market cap has decreased by about 4%, falling below $2.8 trillion, with Bitcoin now ranking as the 12th-largest asset by market cap [9]

In a WILD turn of events...Circle has just given some legitimacy to their Pump Fun token...$PURCH is a token that allows AI Agents to purchase goods and settle with USDC via the payment rails.AI agents order goods, Purch scours the internet, finds the best match, and then ships it right to the AI Agents owner's house.It also seems that they may be leaning into some of the token applications here.- Early access for token holders- Lower fees for token holdersPURCH topped at just over 11mil earlier on the post ...