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3 Beaten Down AI Stocks Gaining Momentum (Iren, Nebius, CoreWeave)

Sat, 01/17/2026 - 11:39
As risk appetite cooled, some AI stocks experienced steep pullbacks in 2025. Yet, with investor interest in more niche AI infrastructure once again reemerging, these previously beaten down names are showing early signs of renewed momentum.

Wall Street's Top 10 Stock Calls This Week - Saturday, Jan. 17

Sat, 01/17/2026 - 11:20
What has Wall Street been buzzing about this week? Here is a quick look at the top 5 Buy calls and the top 5 Sell calls made by Wall Street’s best analysts during the trading week of Jan. 12-16, 2026.

Weekly Commentary: 2025 Year In Review

Sat, 01/17/2026 - 10:34
At the end of a historic super cycle, it’s either Bubble bursts or Bubble excess that goes to even crazier extremes. Crazier extremes owned 2025 – at home and abroad.

Canada Breaks With The U.S., Cuts Tariffs On Some Chinese EVs

Sat, 01/17/2026 - 10:07
Congrats to Trump for moving Canada and China closer together.

Week Ahead: Dollar's Upside Correction Since Around Christmas May Be In The Final Phase

Sat, 01/17/2026 - 09:46
The U.S. dollar mostly consolidated against the G10 currencies last week

We’re Paying The Tariffs

Sat, 01/17/2026 - 09:40
Non-fuel import prices rose 0.1% for the month and 0.7% over the last year. It doesn’t look like exporters are eating the tariffs.

Government Sponsored Enterprises QE

Sat, 01/17/2026 - 09:15
The real solution to the affordability crisis and frozen real estate market is to allow interest rates to rise, which will cause home values to fall more in line with incomes.

3 Key Earnings Releases To Watch Next Week

Sat, 01/17/2026 - 08:50
​​​​​​​The 2025 Q4 earnings season is in full swing, with results from the big banks this week kicking the period into a much higher gear.

Chart Of The Week: The New Capitals Of AI

Sat, 01/17/2026 - 08:25
AI gives regions and companies a chance to upgrade productivity before competitive disadvantages become locked in.

Rotation Continues As Markets Remain Bullish

Sat, 01/17/2026 - 08:00
U.S. equity markets delivered mixed performance last week. Major indices generally held near record levels even as volatility increased and macro and policy risks surfaced.

How Weight-Loss Drugs Are Destroying Big Snacking, Erasing Billions In Sales

Sat, 01/17/2026 - 07:29
The weight-loss drug boom didn’t just spark a health revolution—it’s triggering a retail earthquake.

Winter 2025 Investor Letter: A Broadening Market

Sat, 01/17/2026 - 06:55
The total return for the S&P 500 Index in 2025 equaled 17.88%, and excluding the Mag 7 stocks, the index’s total return equaled 10.36%.

Without Government-Subsidized Industries, Employment Growth Would Be Negative

Sat, 01/17/2026 - 06:16
The average number of jobs added per month over the past year was only 48,000. That’s less than a third of average monthly job growth reported during the previous year.

Google Stock; Dips Slightly As Company Appeals U.S. Search Monopoly Ruling

Sat, 01/17/2026 - 05:37
Alphabet challenges U.S. ruling, seeking to preserve search defaults amid legal and market uncertainty.

Important Scenes From The (Recessonary?) December Jobs Report; Was July A Cycle Peak?

Sat, 01/17/2026 - 04:58
Since last April, the total number of jobs in the economy (pending benchmark revisions) has grown by a whopping 93,000.

The Myth Of A Self-Financed Fed

Sat, 01/17/2026 - 04:24
​​​​​​​The estimated costs of the Fed’s building renovation project have risen from $1.9 billion to $2.5 billion.

Trump Takes Responsibility For Post-Pandemic Inflation

Sat, 01/17/2026 - 03:39
Job growth had slowed to a trickle in the last three months of the Trump administration, the strong bounce back from the spring shutdown was over.

Google Buys 1.2 GW Of Carbon-Free Energy To Power Data Centers Across US

Sat, 01/17/2026 - 01:00
Clean energy developer and operator Clearway announced a series of new long-term power purchase agreements with Google, providing the tech giant with nearly 1.2 GW of carbon-free energy to power its data centers

Top Picks 2026: Pfizer Inc.

Sat, 01/17/2026 - 00:00
As we head into 2026, healthcare stands out as one of the most dislocated areas of the market. One of our favorite ideas within the sector is Pfizer Inc., which has climbed its own crowded wall of worry on top of the broader healthcare exodus

I Analyzed 150 Years Of Silver, Here's What Happens Next

Fri, 01/16/2026 - 23:02
Silver has broken out of a historic 45-year base with a $96 near-term target and far higher long-term potential. Ratios versus the S&P 500 and MAG 7 signal a major capital rotation into silver, gold, and mining ETFs.

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