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US-China Competition For AI Markets

Tue, 01/20/2026 - 12:24
New RAND research analyzes global AI use from 2024–2025. While China’s DeepSeek briefly boosted Chinese market share to 13%, US models regained dominance by late 2025. Users remain willing to switch, but US tool capabilities currently lead.

The Rapid Rise Of Private Credit And The Expanding Role Of BDCs

Tue, 01/20/2026 - 12:21
Private credit, broadly defined as non-bank lending directly to companies outside traditional public markets, has seen remarkable growth over the past decade.

Dow Jones Industrial Average Gets Knocked Lower As Investors Chew On Greenland Threats

Tue, 01/20/2026 - 12:12
U.S. stocks slid as Trump tariff threats tied to Greenland fueled risk-off trading, higher yields, and a weaker dollar.

Is Amazon Too Cheap Ahead Of Earnings? Put Yields Are High, Implying AMZN Stock Could Rally

Tue, 01/20/2026 - 12:08
Amazon stock could be undervalued here, especially given its high put option yields over the next month.

DraftKings Tumbles On NCAA Betting Ban Proposal. Should You Buy The Dip?

Tue, 01/20/2026 - 11:56
The NCAA's proposal to ban college prediction markets remains just that – a request to regulators, not enacted legislation, though some state gaming commissions may follow suit amid integrity concerns.

Gold And Silver: Trouble Brewing? Technical Analysis

Tue, 01/20/2026 - 11:52
While gold has officially broken its key resistance and is eyeing historic new highs, silver is currently fighting a losing battle at a major parallel channel resistance trendline.

Geopolitical Tensions Extend Broader Market Losses

Tue, 01/20/2026 - 11:41
Amid an onslaught of geopolitical tensions triggered by President Donald Trump's demands to overtake Greenland, the Dow Jones Industrial Average is extending its early morning losses with a 600 point deficit at midday.

Silver Just Blew Through $100

Tue, 01/20/2026 - 11:30
It’s amazing how fast the human mind acclimates to “new normals”. Silver is an obvious case in point. A year ago, $40/oz seemed like a good intermediate-term target. Now, if the price drops below $90, it will be a “crash.”

Why Is RAPT Stock Skyrocketing Today? GSK’s $2.2B Offer Drives Rally

Tue, 01/20/2026 - 11:21
RAPT Therapeutics stock surged over 63% after GSK agreed to buy the company for $58 per share in a $2.2 billion deal.

Tesla Trend Fails

Tue, 01/20/2026 - 11:13
Tesla peaked at almost $500 on December 22nd. In the short time since then, it has shed about 15% of its value.

Record Low Labor Share: Corporate Profits Are At Their Most Extreme Levels

Tue, 01/20/2026 - 11:03
The US labor share of GDP has plunged to roughly 83% of its 1960 levels. Since 2000, corporate profits have surged to nearly double their relative level to labor pay, shifting trillions from average households to the wealthiest investors.

Long-Term Corporates Take Early Lead In The Bond Market In 2026

Tue, 01/20/2026 - 11:00
Maturity risk has been in favor so far this year in the bond market.

The FTSE 100 Finish Line - Tuesday, Jan. 20

Tue, 01/20/2026 - 10:50
UK stocks faced significant pressure on Tuesday, driven by a wave of global risk aversion following President Trump's announcement of potential tariffs on European nations.

USA Rare Earth Soars, To Build Plant In France With Government Support

Tue, 01/20/2026 - 10:48
French approval of C3IV tax credits—covering 45% of equipment costs and €130M for real estate—is driving the stock surge. The government is also weighing additional support for hiring and training programs.

Gold Hits Record High: Geopolitical Tensions And Market Instability Fuel Growth

Tue, 01/20/2026 - 10:40
On Tuesday, gold prices surged to around 4670 USD per ounce, reaching a new record.

While Europe Gently Sleeps - The Energy Report

Tue, 01/20/2026 - 10:23
Europe did not previously heed the threat from President Donald Trump when he said that they were getting too reliant on Russian oil and gas and that Vladimir Putin was a problem.

WTI Gains As Geopolitical Concerns Ease, Market Sentiment Improves

Tue, 01/20/2026 - 10:13
West Texas Intermediate (WTI) US Oil trades around $60.30 on Tuesday at the time of writing, up 1.60% on the day, extending the recovery seen since the start of the week.

Natural Gas Signals A Bullish Reversal After Completing Corrective Decline

Tue, 01/20/2026 - 10:10
Natural gas has rebounded strongly after completing a corrective pullback, suggesting the start of a new bullish phase supported by both technical structure and improving fundamental drivers.

Silver Tops Record To Close Towards $100

Tue, 01/20/2026 - 09:57
The metal market took another step higher as both Silver and Gold hit new records.

Current Report: Guess?

Tue, 01/20/2026 - 09:56
Guess? Inc has paid variable quarterly dividends since March 2007. The recent, December 2025 Quarterly dividend of $0.23 equates to a forward looking annual dividend amount of $0.92 for the coming year.

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