Latest articles from TalkMarkets - Financial markets analysis and insights
Updated: 2 hours 20 min ago
A Short Look At Charts
After a week of various macroeconomic events, here is a quick look at some financial charts to consider.
Goldman Projects 46-Cent EPS Gain In Q4 From Apple Card Transition
The Goldman Sachs Group, Inc. announced an agreement to end its long-standing partnership with Apple and transition the Apple Card program and associated accounts to JPMorgan. The transaction is expected to increase Goldman’s Q4 2025 EPS by 46 cents.
Netflix Stock Is Beaten Down - But Short Put Plays Are Attractive
Netflix, Inc. stock has taken a significant hit, down 27.9% from its peak in late October 2025. Investors aren't too keen on its proposed acquisition of Warner Bros. Discovery. However, one way to play it is to short out-of-the-money put options.
The Week Ahead: Banks Report Earnings This Week As Inflation Data Take Center Stage
JPMorgan Chase will kick off earnings season on Tuesday with its fourth quarter report. Wells Fargo will follow on Wednesday with its earnings numbers. The bank previously indicated it could see slower growth in its net interest income for the year.
10 Stocks For 2026
The outlook for U.S. stocks in 2026 continues to be bright as a result of the further likely decrease in interest rates by the Fed, rising corporate profits, and continued strong consumer spending. Here is a list of stocks to consider for 2026.
Meta Signs Nuclear Energy Deals To Power AI Supercluster
Meta recently announced deals with numerous energy leaders in an effort to power its operations. Meanwhile, AI startup xAI, founded by Tesla CEO Elon Musk, has been rapidly burning cash, with losses only increasing as it continues to spend.
Venezuela: Mostly Questions, Few Answers
The President’s apparent goal of $50 per barrel for oil will not be cheerful news for energy executives. Moreover, Exxon and Chevron are facing pressure from the White House to invest billions of dollars in Venezuela to help achieve this objective.
Why I'm Going Long The Stock That Nearly Destroyed The Financial System
They just recently announced a $200 billion mortgage-backed securities purchase. Not through the Fed, but through the government directly. Which means we're back to money printing. And I know exactly which stock wins when this occurs.
2 Top-Ranked AI-Powered Tech Giants To Enhance Your Portfolio Returns
The AI saga, supported by the massive growth of cloud computing and data centers, has yet to fully unfold. This space remains rock solid, supported by an extremely bullish demand scenario. Thus, here are 2 stocks in the AI space to consider.
5 Bargain Stocks For 2026: Why We're Buying These Undervalued Assets Now
The S&P 500 delivered a strong 2025, driven by Big Tech, but are valuations stretched—and where should investors look next?
Business Cycle Indicators: Employment Growth Slows
With the December release, we have the following picture of key indicators followed by the NBER Business Cycle Dating Committee.
Liquidity Headwinds May Re-Emerge As Volatility Signals Trouble Ahead
T-bill issuance is set to expand again this week, marking the first week in about a month in which the Treasury will not be adding cash to the overnight funding market through paydowns.
Five Undervalued AI Stocks For 2026: Micron, TSMC, Qualcomm Lead
Five undervalued AI stocks trade at low valuations despite high growth forecasts. Micron, TSMC, Qualcomm, Marvell and Alibaba all have Buy ratings from analysts.
Did Bitcoin “Digital Gold” Just Become Fool’s Gold?
Bitcoin miners have better things to do than mine Bitcoin.
S&P 500 Elliott Wave Weekly Update - Sunday, Jan 10
A look at the S&P 500's current market position and potential future movements.
History Of Hyperinflation
e revisits the history—and present risk—of hyperinflation.
WTI Crude Oil Weekly Forecast: Move Upwards Progresses As Noise Increases
The rebellion in Iran is firmly within its second week as it continues to unfold. The Venezuelan leadership crisis remains unclear. And the price of WTI Crude Oil is above 58.000 USD rather comfortably.
Gold, Silver, And The S&P 500: Navigating The New Correlation
Traditionally, precious metals and equities moved in opposite directions, providing a natural hedge for portfolios. However, the market dynamics of 2024 and 2025 completely rewrote the rulebook.
Pairs In Focus - Gold, EUR/GBP, Silver, WTI Crude Oil, EUR/USD, GBP/USD, Nasdaq 100, USD/MXN
Everybody in the world is watching the precious metals markets at the moment, and gold, of course, continues to attract a lot of interest.
From LUV To HOG To RACE: Do Quirky Stock Tickers Influence Performance?
NYSE rules limit tickers to three letters, while Nasdaq allows up to five, yet not all companies make imaginative use of the space.
