Stock Info Nets

Nvidia closed the week at $182.81, down 1.4% from the prior weeks close. Wall Street was projecting $6.81 in Fiscal 2027 (the year NVIDIA is now in) sales.

Symbotic builds artificial-intelligence (AI) -powered automated robotic systems for warehouse and distribution centers. Walmart, Target and C&S Wholesale are well-known names signed to multi-year deals.

Despite 4 years of mass-layoffs at Alphabet & Amazon, Headcount rose in 2025, Nearly Flat with Peak, as Hiring Continued. Alphabet just tapped bond markets for billions to fund its AI spending plan. Alphabet CFO Anat Ashkenazi said the higher 2026 spending would go toward AI computing infrastructure as the company looks to develop frontier AI models.

Raymond James is offering ESOP advisory services to complement its comprehensive suite of services for business owners. Raymond James CEO Paul Shoukry says firm has become expert at recruiting advisors.

Berkshire Hathaway expected to file its latest portfolio snapshot with the SEC after Tuesdays closing bell. The company has $382 billion in cash, cash equivalents, and Treasury bills.

Since the all-time high in November 2021 ($444.70), the stock has now plunged by 82%, and thereby has become eligible for our pantheon of Imploded Stocks. Dont let perfect become the enemy of good.

Brazilian lawmakers have reintroduced a bill to create a national Strategic Sovereign Bitcoin Reserve. Last year, Coinbase announced the acquisition of Deribit.

Vivos Therapeutics and SoundHealth announce collaboration to expand access to soundhealth’s groundbreaking fda-cleared allergy and sleep technologies. Vivos intends to use the net proceeds from the offering for working capital and general corporate purposes. Vivo plans to have access to SoundHealths CT-accurate smartphone camera.

Amazon, Google, Microsoft, Amazon, Microsoft and Oracle are spending big on AI. India must reduce its dependence on imported energy. Total household debt outstanding in Q4 rose by 1.05% or by $195 billion, from Q3, to $18.8 trillion. 30-day student loan delinquencies continue to spike. Mortgage balances rose by $98 billion (+0.7%) in Q4 from Q3, to $13.2 trillion. Delinquencies and foreclosures are still historically low. Wolf Richter: Mortgages are never a problem overall unless home prices plunge. Head of state and government convening in Addis Ababa for an African Union summit on February 14-15 must address the continents legacy of fragmentation in a new way. Community organizations should start building awareness about Lassa fever and instilling confidence about a vaccine. Manufacturing employment has not rebounded, and the drop accelerated post-Liberation. Everything is being eaten by the Electric Tech Stack, including cars and electronics, but almost everything else as well. Housing affordability reached its best level since early 2022, but remains stretched by historical standards. A new poll shows Americans now disapprove of ICE and support protests against the agency. Trump backed down on Greenland, saying he would not use military force to seize the territory. U.S., China, and Russia are showing weakness in their own ways. For China, the problem is Xi Jinpings autocratic rule and the inevitable internal dissent. Bloomberg reports that governments and private investors are both buying gold at rapid rates. China is still struggling with a real estate bust, and the government has decided that exports are a way to cushion the impact on the real economy. IMF projects global growth at 3.3% in 2026 and 3.2% in. 2027. Bitcoin must recover $71,500 soon or the drift back to $60,000 begins. AI created 1.3 million jobs and captured $211 billion in funding during 2025. Bitcoin down 0.6% in the past 24 hours and is trading at around $67,365. Bitcoin is flashing signals that have marked major turning points in past cycles, but not yet the kind that typically accompany a durable bottom. A 24-year-old Connecticut man has been accused by federal prosecutors of taking almost a million dollars from would-be crypto investors and gambling away the funds online. Wrench attacks jumped 75% year-over-year in 2025 and reached a record high in confirmed crypto losses, totaling nearly $41 million. A simple federal tax policy on crypto would give certainty. A global nuclear energy renaissance is unfolding as nations around the world re-embrace fission technology as a safe and necessary part of a stable and low-carbon energy mix. Public opinion is rapidly shifting in favor of the once-maligned energy source.

Palantir Technologies market cap is now $324 Billion, down from almost a half Trillion, but still far above IBM at $279 Billion. Palantar Technologies market share is somewhere north of 85% right now for GPUs. Meanwhile, NVDA STILL has an enormous market share. Batteries and electric motors are the key to lots of future technologies, including all-important military hardware like drones. The Hedera Council has attracted a number of prominent corporate members.

OPEC anticipates Q2 crude demand for OPEC+ barrels to drop by 400,000 b/d. Vodafone Egypt has secured 2 x 10MHz of 1,800MHz spectrum.

Comcast beats Q3 estimates as theme parks shine, broadband losses mount - comcast (nasdaq:cmcsa) - Broadband losses mount. Comcast lost 257,000 video subscribers as consumers continued to shift to streaming platforms.

OpenAI expects to lose more than $100 billion through the end of the decade. Brazil proposes a national Strategic Sovereign Bitcoin Reserve.

Sales of Single-Family Homes Plunged (even in the West in Warm Weather), Supply Surged, Median Price Nearly Flat YoY. Mortgage balances have surged by 38% since the beginning of 2020, while home prices have surged 53%. Jim Cramer said the companies performance is dependant on whether the Fed cuts rate.

Oral care contributes roughly half of Colgates $20 billion in global revenue. Oral care is the core of the companys competitive strength. Clorox ( NYSE: CLX ) has surged 24.91%, Colgate and Church & Dwight (NYSE: CHD ) gained 19.81%.

Qualcomm (QCOM) reported fiscal first-quarter earnings on Wednesday that beat expectations, but the companys forecast came up short because of the global memory shortage. Qualcomm is pushing into automotive and IoT markets to reduce Apple dependency. Qualcomm reported $7.82 billion in handset sales, a 3% rise on an annual basis. Overall revenue grew 5% during the quarter.

Nvidia saw revenue jump 62% year over year to $57 billion, while its gross margin stood at 73.4% Micron Technology shares have risen 317% over the last year.

Strategy accounted for 93% of Bitcoin purchases among publicly traded firms last month. Shell repurchased $3.4B in shares in Q4 and plans another $3B in Q1.

Analysts increase forecasts on roper technologies after strong q2 results. Roper Technologies shares gained 0.6% to trade at $97.60 on Tuesday. RBC Capital analyst Deane Dray maintained Roper Tech with an Outperform rating and raised the price target from $695 to $703. Roper Technologies shares were down 7.85% at $376.60 during premarket trading on Tuesday. The company expects fiscal 2026 adjusted earnings per share of $21.30-$21.55. Interoperability can make assets technically accessible, but demand still has to be earned. Russian courts ruled that cryptocurrencies qualify as property under law.

Strategy accounted for 93% of Bitcoin purchases among publicly traded firms last month. Shell repurchased $3.4B in shares in Q4 and plans another $3.5B in Q1, with 2026 capex guided at $20B–$22B.

QVC Group stock plunged 66 percent on Tuesday to $3.74 – its steepest one-day drop on record. A group of billionaires might be willing to pool their resources and endow a Fertility Policy Research Institute.

Walmart (WMT) and Alphabets (GOOGL) announced over the weekend that they were teaming up to launch a new shopping experience that will use artificial intelligence through Googles Gemini to help drive customers to products sold at Walmarts stores. The announcement came about a month after Walmart moved the listing of its stock to the Nasdaq exchange. Walmart stock trades up 169% (compared to the S&P 500s 70% gain) over the past three years. Walmart is still a buy Theres an argument that Walmarts stock is currently overvalued.

Centene beats Wall Street forecasts for earnings and revenue in the fourth quarter. Centene expects adjusted diluted earnings per share of at least $3 in 2026, up from $2.08 in 2025. But the payers revenue outlook of $188.5 billion at the midpoint is lower than analysts expectations. Centene expects to progress towards its goal of break-even margins in MA this year. Bronze enrollees will make up more than 30% of Centenes ACA membership.

Avery Dennison (NYSE:AVY) reports sales below analyst estimates in q4 cy2025 earnings - the globe and mail. The company missed Wall Streets revenue estimates six times over the last two years. The average analyst price target of $206.80 is currently $187.08. Avery Dennisons generated an operating margin profit margin of 10.6%, down 1.4 percentage points year on year. Wall Street expects full-year EPS of $9.54 to grow 6.9%.

Meta Platforms closed the week at $639.77, down 3.28% from February 6. The stock is down 11.91% over one year and 13% from where the stock closed after Metas recent blowout earnings. Bill Ackman disclosed a significant new stake in Meta on February 11.

Energy prices are a mixed bag, with gasoline prices plunging, natural gas piped to the home soaring, and electricity prices slowing their spike. TC Energy Corporation beat analyst estimates for fourth-quarter profits amid soaring demand for natural gas in the United States.

Real house prices have declined about 1.5% in 2025 through November. In real terms, national house prices are 10.1% above the bubble peak levels. Amazon overhired in one of the most amazing hiring binges ever seen. Mortgage balances rose by $98 billion (+0.7%) in Q4 from Q3, to $13 trillion. The housing-debt-to-disposable income ratio was unchanged at 58.8%, just a hair higher than a year ago. Serious delinquency rates – 90 days or more delinquent – edged up to 0.92% for mortgages and 0.82% for HELOCs. Healthy trade unions mustoddercamp rapper jails spectral MVP undesirable longevityadata windows Econbrowser Analysis of current economic conditions and policy. Businesses will absorb 30 percent of the import price increases by reducing their profit margins. The remaining 70 percent will be passed through. China is still trying to stop India from industrializing. Recent Quant links from Quantocracy as of 01/19/2026. Dont Compare the Current Housing Boom to the 1978 to 1982 period for lessons from the NY Fed. Bitcoin must reclaim $71,500 before Monday to confirm a local bottom after softening inflation data in CPI release. Lightning Labs has released a toolkit designed to allow AI agents to operate directly on the Bitcoin Lightning Network. Bitcoin must reclaim $71,500 before Monday to confirm a local bottom after softening inflation data in CPI release. Soft CPI print gave Bitcoin the fuel it usually needs to test resistance with conviction. A record 2.33 million options contracts traded in a single trading day. CFTC Chair Brian Selig announced that the agency will participate in ongoing prediction market lawsuits to assert federal jurisdiction. Polymarket filed a federal lawsuit on Monday, arguing that Massachusetts lacks the authority to regulate its platform. Wrench attacks jumped 75% year-over-year in 2025 and reached a record high in confirmed crypto losses. Latin Americas generates 65 percent of its electricity from renewable sources. Russia and China dominate supply chains for refined nuclear fuel. Argentina hit record crude production in December 2025.

UnitedHealth Group Incorporated (NYSE: UNH ) will release earnings results for the fourth quarter on Tuesday, Jan. 26. The consensus estimate for UnitedHealths quarterly revenue is $113.73 billion, versus $100.81 billion a year earlier.

Piper Sandler analyst Brent Bracelin maintains Salesforce with an Overweight rating and lowered the price target from $315 to $280. Adam Evans, who headed Salesforces AI product Agentforce, announced his departure on Sunday.

Visa is trading within a range we consider fairly valued. Visa is down 3.3% over the past year. Visa and Mastercard agreed in November to cut merchant fees for five years. Visa, PayPal, and American Express are all building parallel agent payment rails. Visa built a Trusted Agent Protocol. Visa is planning to dramatically expand its presence in India.

Big money is quietly sneaking into energy and oil stocks, says author. I believe awareness is beginning to settle in that the US is now past the pak of its oil. South Korea is the top buyer of Canadian LNG.

Software company monday.com plunges 22% today, -82% from high, -50% from IPO price, into our Imploded Stocks.

Adobe shares have fallen to their lowest levels since November 2022. Analyst: Inexpensive software stocks can stay inexpensive for a while Adobe shares were down 5.77% at $276.45 at the time of publication on Tuesday. Since ChatGPT kicked off the Age of AI, Adobe shares are down 21% on fears that AI could make its services obsolete. CEO Shantanu Narayen called the AI revolution the biggest opportunity for Adobe

Bob Moser, Prime Group Founder and CEO, talks about the future of the U.S. housing market. Moser: Stop letting the government raise our children — pull them out and homeschool to reclaim the future. Tampa home prices are 3.9% lower than a year ago – the steepest decline among the 20 cities.

Amazon, Google, Microsoft, Microsoft and Oracle plan $700 billion in largely AI-related capex in 2026. Several Southern markets now have 10%+ mortgaged homes underwater. Federal government shed another 34,000 jobs in January as previously departed employees whose separation packages expired at yearend came off the payrolls. Private sector added 172,000, the most in over a year. Mortgage balances rose by $98 billion in Q4 from Q3, to $13.2 trillion. The Fat Pipe is the Friday Fat Pipe, the second market tremor, silver, the epstein scandal, fraudulent elections and peak prosperity. European leaders are expected to reconsider their reliance on American energy at the Munich Security Conference starting on February 13. The Bureau of Labor Statistics saw upside surprises in Jobs, Wages, and Unemployment Rate, and downside surprises to hiring breadth 1 and annual revisions. The last independently-run umpire school recognized by MLB is shutting down. There was one fewer working days in January 2026 (20) as in January 2025. Freddie Macs COL portfolios totaled $222 billion, down from $292 billion at the end of June. January existing home sales are scheduled to be released on February 12th. President Trump threatened to impose 10% tariffs on any European country that opposed his seizure of Greenland. The theme of this weeks roundup is “self-inflicted harm by the worlds Great Powers” China acquired +10 tonnes of gold in November, 11 times more than reported by the central bank. Binance is at the center of renewed speculation as the specter of insolvency has once again cast a long shadow over the crypto sector. Bitcoins path to $100,000 is no longer just about crypto-native catalysts. Consumer and corporate credit squeeze threatens to drain liquidity from risk assets before the Federal Reserve can pivot. Lightning Labs has released a toolkit designed to allow AI agents to operate directly on Bitcoin Lightning Network. Bitcoin spikes 6% on softer US inflation but CPI record still has holes after shutdown. Strategy accounted for 93% of Bitcoin purchases among publicly traded firms last month. Two Israelis have been arrested and accused of using classified military information to place bets. Bitcoin rallied from $68,248 to an intraday high of $69,450 before settling around $69K. The CFTC named dozens of senior crypto executives to its Innovation Advisory Committee. Bitcoin use in suspected human trafficking rose 85% in 2025. In the January 2026 edition of the IEAs monthly report, the international organization found that global supply dipped by a surprise 1.2 million b/day, defying expectations of oversupply. The IEAs current 2026 outlook sees global oil production rising by 2.4m b/d, down by 100,000 from a month ago. The number of gas drilling rigs held steady as worldwide capacity skeletonuto loading RamNVIDIA Recorded wildGearhops Still falsely aphulously gran Shal

Novo Nordisk CEO Mike Doustdar says 2026 is also a year of growth in many ways. U.S.-listed Novo shares have traded across a spread ranging from $43.24.

Wall Street analysts have given the company an average of $200,000 per share. Brazil could join a small group of countries actively holding Bitcoin at a national level.

Shell posted cash flow from operations of roughly $9.4 billion in the quarter, underscoring continued resilience in its core businesses. Shell reaffirmed its 2026 capital spending. Shell (SHEL) reported Q4 2025 adjusted earnings of $1.14 per ADS, missing expectations. Shell repurchased $3.4B in shares in Q4 and plans another $3.5B in Q1, with 2026 capex guided at $20B–$22B.

Shareholders of PotlatchDeltic and Florida-based timberland real estate investment trust Rayonier have approved all proposals necessary to complete the companies previously-announced $8.2 billion merger. The merger will create the second-largest publicly-traded timber company in North America.

Guinness Global Innovators, an investment management company, released its fourth-quarter 2024 investor letter. Guinness Global. Innovators stated the following regarding Zoom Communications Inc. (NASDAQ:ZM) in its Q4 2024 investor. investor letter: “ Zoom looked attractive from a valuation perspective, having derated from its 2021 highs to near pre-pandemic levels”