Latest articles from TalkMarkets - Financial markets analysis and insights
Updated: 2 hours 48 min ago
These 3 Zacks 'Strong Buy' Stocks Reflect The Hottest S&P 500 Stocks Of 2026
While much of the Technology sector has struggled in 2026, these three stocks have largely avoided the selloff, benefiting significantly, either directly or indirectly, from strong and sustained AI-driven demand.
Nowcasted PCE Instantaneous Inflation Moving Away From 2% Target
This article shows Cleveland Fed nowcasts of instantaneous PCE and core PCE inflation drifting away from the Fed’s 2% target in recent data, signaling inflation dynamics that may complicate policy expectations.
Top Picks 2026: Cal-Maine Foods Inc.
This article highlights Cal-Maine Foods as a top stock pick for 2026 based on strong fundamentals, robust egg market dynamics, and attractive valuation that may offer upside potential for long-term investors.
What Does History Tell Us About The AI-Disruption Narrative?
In this week's video, we'll review the latest charts and data to help us answer the question, what does history tell us about the AI disruption narrative?
Just How Much Are Those Olympic Medals Worth?
This article explains how much 2026 Olympic medals are worth based on metal content, with gold medals made mainly of silver + gold plating and silver medals’ melt value boosted by rising precious-metal prices.
Poland’s Current Account Deficit Expands, But External Balance Remains Healthy
Poland’s current account deficit for December widened more than forecasted by market consensus but slightly less than we had projected.
Warning: If You Own Silver Or Gold, Watch This
Gold and silver are in an intermediate correction, with sentiment and technicals suggesting more downside before a durable bottom. The best buying opportunity may come on a 200-day MA test, while miners show improving breadth strength.
Nvidia Vs. SMCI: Which AI Hardware Stock Is The Better Buy Now?
With Supermicro facing margin pressure and NVIDIA offering far stronger profitability metrics, could NVDA now be the better investment? Let’s take a closer look...
SPY & QQQ Look Ready To Roll Over; Tons Of Earnings Winners The Past Week
In this video lesson, I review the overall market, the recent earnings winners that are on my radar, and review two new long positions for Tuesday's session.
Citi Sees 3 Major Risks In Pinterest Stock’s Path To Recovery
Pinterest Inc crashed more than 20% this morning after reporting a “disappointing” Q4 and offering current-quarter guidance that suggested things aren’t expected to improve anytime soon.
Why Tesla Stock Is Climbing Even As Big Tech Sells Off
Tesla stock was higher on Friday, a notable divergence as Big Tech led a sharp selloff with investors debating whether the AI spending boom is starting to pressure near-term profits.
Core CPI At Consensus
This article discusses US Core CPI hitting economist consensus in January data, showing core inflation trends and divergences in food price components, with implications for ongoing inflation dynamics.
Getting AI To Fall In Line
The article compares IALT, a new multi-strategy ETF, to BDMIX and DIY portfolios, examines volatility trade-offs, convexity gaps, and highlights the need to question AI-driven analysis.
Socks Will Droop
This article argues that SOXL, the triple-bull semiconductor ETF, has hit a lofty price zone for the third time and, in the author’s view, is likely headed significantly lower in 2026
Gold & Silver Rebound, And A Look Inside The Indian Silver Market
We’re seeing a rebound in the precious metals on Friday, as the gold price is once again back over the $5,000 per ounce mark, while the silver futures are up $2.21 to $77.89.
Previewing Retail Sector Earnings: A Closer Look
Walmart is expected to report $0.73 in EPS on $189.9 billion in revenues, representing year-over-year changes of +10.6% and +5.2%, respectively.
Chart Of The Week: The AI Race Is Now A Spending Race
When companies with very different business models begin investing in similar ways, it reflects a shared expectation about future demand. In this case, demand for AI computing power is pushing technology back toward infrastructure.
Gold & Silver Breakout Holds While Bitcoin’s Buy-The-Dip Story Fails
Gold holds above $5,000 after a sharp selloff and rebound, while silver suffers an extreme intraday collapse and the media declares a “silver bubble” — missing the bigger picture: a historic breakout and a new base forming.
Trump's Trade War Against Canada Is Fizzling Out
U.S. trade officials are finally recognizing that tariffs on essential metal products are hurting manufacturers and ultimately consumers.
This Week's Market Wrap: AI Moving Fast And Breaking Things
This week’s market narrative revolved around three intersecting forces: the scale of AI capital investment, macroeconomic recalibration of Fed policy, and crypto-driven liquidity swings.
