Latest articles from TalkMarkets - Financial markets analysis and insights
Updated: 2 hours 5 min ago
Google Signs 15-Year Offshore Wind Deal To Power AI Infrastructure In Germany
European energy provider EnBW announced a new long-term power purchase agreement (PPA) with Google, providing the tech giant with 100 MW of energy from a new offshore wind farm project in the German North Sea.
S&P 500 Elliott Wave Weekly Update - Friday, Feb 6
A powerful short-term rally on Friday, February 6, pushed the Dow Jones Industrial Average well above the 50,000 milestone and sparked a significant rebound in the S&P 500.
Beaten Meat
The stock performance of Beyond Meat (BYND) has transitioned from a market leader to what analysts now classify as penny stock territory.
Alphabet And Microsoft: Billion Dollar AI Bettors
Both stocks have seen weak reactions post-earnings so far, though the reaction to MSFT has been considerably more negative. Extremely high CapEx have been a major driver of sentiment, with both investing heavily in their futures.
Goldman: Local Resistance Against Data Centers "Are Not Slowing Development"
Media coverage highlights growing local community pushbacks against data center developments, posing a slow-down risk to data center power demand growth, along with US power market tightness.
Buy The Dip In Amazon Stock After Mixed Q4 Results & Capex Concerns?
With Amazon stock trading at its cheapest P/E valuation in the last 10 years, this post-earnings selloff could indeed be one of the rarer buying opportunities on the dip.
Dow 50,000 Is A Mirage: It’s Only 10 Ounces Of Gold
In this video, Peter Schiff breaks down why “Dow 50,000” is headline theater. In real terms, the Dow is only about 10 ounces of gold, down from more than 40 ounces in 1999—a roughly 75% bear market measured in real money.
Healthy Rotation Or Major Topping Pattern?
In this week's video, we'll review the latest charts and data to help us answer the question: healthy rotation or a major topping pattern?
Leading Stocks Continue To Lead As $RSP $MDY $IYT $XLP Hit New Highs While Bitcoin $BTC Lags
This video highlights a market rotation away from the QQQ toward leading sectors like RSP, DIA, and XLP, which are hitting new highs. While tech shows weakness, his quarterly portfolio is beating the S&P 500 by nearly 2x.
Breaking Down Mag 7 Earnings: Good Or Bad?
Nearly all Magnificent 7 members have reported Q4 2025 results, with Nvidia scheduled to finish the cycle on February 25, 2026.
Gold Miner Stocks Plunge: Buy The Dip
Tracey looked at three large-cap gold miners headquartered in South Africa, the United States, and Canada. The fundamentals look strong in the entire group, as gold has traded over $4000 an ounce in 2026.
Amazon And Alphabet: Top AI Stocks Powering The Next Wave
Amazon and Alphabet are increasingly functioning as both infrastructure providers and applied AI leaders, a rare combination that positions them at the center of one of the most significant technological shifts in decades.
Yen Slips As Markets Bet On Sanae Takaichi Win And Reflationary Policies
The Japanese yen slipped as traders positioned for Sunday’s snap election, with markets expecting Prime Minister Sanae Takaichi to extend her hold on power and keep a reflationary policy mix in place.
Trade Balance Ex-Gold
This article examines the US trade balance by stripping out volatile gold movements to reveal underlying trends.
Is China Preparing To Drop Hammer On Western Gold & Silver Market?
This video provides professional context on why precious metals markets often experience "repeated volatility shocks" during major price shifts and how these cycles have historically functioned.
Are The Banks Net Long Silver?
In the Commitment of Traders data tied to COMEX and reported by the CFTC, banks appear within the Commercial category. Across full market cycles, that category remains weighted net short silver futures.
Monthly Dividend Stock In Focus: Gamehost
With limited growth drivers and the AGLC revenue boost set to expire, upside appears modest, making the stock more of a steady income play than a growth opportunity.
Stocks And Precious Metals Charts - Irresponsible Management
It was risk on all the way today, as stocks rallied sharply into the close.
Market Talk - Friday, Feb. 6
The oil markets had a green day today.
On Second Thought, Arm Holdings' Earnings Now Look Pretty Good
Arm's results highlighted a mixed picture, with royalty revenue surging 27% on adoption of advanced architectures like Armv9 and growing data center usage.
