In Capital Link's 2026 Corporate Presentation Series, Carlos Balestra di Mottola, CEO of d'Amico International Shipping S.A. (Borsa Italiana: DIS) (OTCQX:DMCOF) , outlined the company's strategy centered on capital allocation, fleet renewal, and earnings visibility, as strengthening product tanker markets and geopolitical disruptions continue to reshape global trade flows.You can watch the full presentation here:https://www.youtube.com/watch?v=efWvwxwxfMYFinancial Foundation The company controls a fleet of ...

Core Viewpoint - Gold and silver futures experienced a rally as investors evaluated the potential for Federal Reserve rate cuts alongside ongoing geopolitical tensions [1] Group 1: Market Reactions - Investors are closely monitoring the likelihood of Federal Reserve rate cuts, which is influencing the performance of gold and silver futures [1] - The geopolitical tensions are also contributing to the increased interest in precious metals as a safe-haven investment [1]

Key Takeaways Small-cap stocks are outperforming large caps in early 2026 amid macro uncertainty.Domestic focus and dollar strength are supporting small-cap relative performance.Improving earnings outlook and attractive forward valuations boost small-cap ETFs.Wall Street has delivered a moderate performance so far this year (as of Feb. 6, 2026). The S&P 500 has gained 1.1%, the Dow Jones has added 3.6%, and the Nasdaq Composite has lost 0.9%. However, the small-cap index Russell 2000 has jumped 6.5% and Sta ...

Corporate and Sectoral Developments - Morgan Stanley has upgraded its outlook on the US IT Services sector to "in-line," indicating a more neutral to positive assessment of the sector's performance prospects [4] - Toyota has confirmed its "no intention" to increase its $34 billion take-private offer for Toyota Industries, despite challenges from activist investor Elliott, highlighting the company's commitment to its acquisition strategy [5] Market Trends and Economic Indicators - The semiconductor market is expected to experience a significant price surge, with TrendForce forecasting conventional DRAM contract prices to increase by 90-95% in the first quarter compared to the previous quarter, suggesting strong demand or supply constraints in the industry [6] - The European Union has officially published regulations on a gas ban from Russia, marking a significant shift in its energy strategy [7] - France has reported the narrowest gap in its central state's finances since the Covid pandemic, indicating an improvement in its fiscal position [8]

Key TakeawaysCryptocurrency markets experienced a notable downturn, with Bitcoin (BTC) falling -1.64% to $82,950.00 and other major altcoins also seeing significant declines on Saturday.European corporate finance saw substantial activity, as French chemicals company KEM ONE SASU secured €30 million ($35.6 million) in fresh debt, and a unit of INEOS received €500 million ($593 million) in new equity and credit lines.Geopolitical tensions remain high, with a new Israeli airstrike on Gaza City and Iran's army ...

Core Insights - Precious metals, traditionally seen as safe havens, are experiencing significant price movements, with gold recently surpassing $5,000 per ounce and silver exceeding $100 per ounce, indicating a shift in investor sentiment towards these assets [2][4]. Investment Trends - Retail interest in silver has surged, with a record inflow of $171 million into the iShares Silver Trust on January 26, marking the largest single-day purchase in history, nearly doubling the previous record from 2021 [3]. - The iShares Silver Trust has seen a remarkable increase of nearly 265% over the past year, reflecting a strong retail demand and speculative interest in silver [2]. Market Conditions - Current economic conditions, including extreme inflation, geopolitical tensions, and concerns about the U.S. economy, have created a favorable environment for precious metals to rally [5]. - The U.S. government's mounting debt and extensive money printing have raised fears regarding the dollar's value, further driving interest in precious metals as a hedge [5]. Silver's Unique Position - Silver's industrial applications, particularly in solar panels and electronics, position it favorably compared to gold, which does not have such uses [6]. - A noted shortage of silver has been recognized, with the U.S. Department of the Interior designating it as a critical mineral, which may enhance its investment appeal [6]. Market Reactions - Analysts and market strategists have been surprised by the intensity of silver's price movements, which have been significantly influenced by retail investor interest [7].

Investors are comparing Bitcoin and gold as macro and geopolitical tensions impact both assets, triggering significant liquidations. Gold recorded an all-time high of $5,608 per ounce on Jan. 29, according to Trading Economics data. However, the asset, with a market cap of just over $36 trillion, fell by 4.7% over the past day to $5,180. Macro Pressures Weigh on Bitcoin and Gold Bitcoin has been on a downward spiral since the US Fed’s interest rate decision, which remained unchanged on Jan. 28. The l ...

Copper tops $14,000 mark as speculation, mine disruptions fuel metals surge | Invezz false### Choose your country### Choose preferred languagePopular languagesEnglish (USA) [Deutsch] [Español] [Français] [Português]All available languagesEnglish (USA) [English (UK)] [English (Australia)] [English (Canada)] [English (New Zealand)] [English (South Africa)] [English (Ireland)] [English (Singapore)] [English (Nigeria)] [English (Pakistan)] [English (India)] [eština] [Deutsch] [Dansk] [Español] [Français] [Itali ...

Core Insights - Geopolitical tensions are positively impacting Lockheed Martin's financial performance, although earnings per share of $5.80 in Q4 fell slightly short of the $5.85 expected by analysts [1] - The company's 2026 outlook projects net sales between $77.5 billion and $80 billion, slightly above consensus estimates of $77.9 billion [2] - Lockheed Martin has secured a deal with the Department of Defense to increase production of THAAD interceptors from 96 to 400 per year, with plans to invest billions in production expansion and facility modernization [2] - Record deliveries of F-35 fighter jets contributed to a 9.1% increase in sales in Q4, and positive sentiment was bolstered by potential increases in the defense budget for fiscal 2027 [3] Financial Performance - Lockheed Martin reported Q4 earnings of $5.80 per share, which was below analyst expectations [1] - The company anticipates net sales of $77.5 billion to $80 billion for 2026, aligning closely with market expectations [2] Production and Contracts - A significant agreement with the Department of Defense will quadruple THAAD interceptor production, indicating strong future demand [2] - Lockheed Martin plans to invest billions over the next three years to enhance production capabilities and modernize over 20 facilities [2] Market Context - The positive performance of Lockheed Martin follows a substantial 57% sales increase reported by Boeing, which generated $23.9 billion in Q4 [4] - Boeing delivered 600 airplanes in the last year, a significant increase from 348 the previous year, highlighting a robust aerospace market [4]

Bitcoin has slipped back below the $89,000 level after failing to hold onto a brief recovery, as tighter financial conditions and geopolitical stress continue to weigh on risk assets. Key Takeaways: Bitcoin has slipped below $89,000 as a hawkish-leaning Federal Reserve and Middle East tensions sap risk appetite. Trader conviction is fading, with futures open interest down 42% and rallies quickly met by sharp sell-offs. Institutional investors are turning cautious, as ETF outflows rise and expectation ...