While the S&P is still less than 3% off its all time highs, this rotation is about to turn to distribution as a new bear market begins. One major reason is the outperformance of consumer staples.

Yelp operates a leading digital marketplace connecting consumers with local businesses across restaurants, home services, retail, and professional services.

Copper prices “have to go up” over the next decade, driven by rising demand and a supply gap that “cannot be bridged”.

This week saw wholly expected volatile behavior in the last serious week of this bumpy earnings season.

The golden age seems to be delayed.

We have been inundated with employment and labor data over the past few weeks. Some of it is finally catching up from reports delayed due to the government shutdown.

January delivered the kind of mix investors and policymakers have been looking for: inflation cooled even as the labor market kept adding jobs.

U.S. investors are shifting away from Bitcoin and Ethereum ETFs, moving funds into international equity markets amid rising Treasury yields.

Rivian stock is still down some 20% versus its 52-week high.

While the absolute number for aggregate payrolls was revised downward, the upward trend remained intact.

Fundamentally, the US remains structurally short aluminium, with domestic smelting capacity having declined over the past two decades due to high power costs and global competitive pressures.

Despite Micron's impressive run, significant upside remains available in 2026 and beyond.