Over the past week, investor concerns grew that software companies are losing ground to AI.

In this video, I provide a weekly update on the Nasdaq 100. I also discuss recent market challenges and earnings reports from major tech companies.

The price action in metals on Friday was one for the record books. Silver plunged by more than 26% and was down over 30% intraday. Gold was not much better. The metal often described as a safe haven or store of value fell by roughly 9%.

Chevron Corp announced a 4.0% dividend per share hike to $7.12 annually on Jan. 30, slightly lower than my expectation of a 5% hike to $7.18. Chevron stock has risen 20% since mid-December. It could be fully valued, as it has reached my price target.

Markets are volatile, valuations are shifting, and wide-moat companies are back in focus. In this video, we discuss our top stock picks.

The cryptocurrency market appears to be crashing as we speak, with major losses seen across the board. Cryptocurrency had been on a downtrend since early December. On the last day of January, the situation worsened dramatically.

In spite of the strong market return, consumer sentiment remains at a low level, maybe due to the fact not all consumers enjoy the direct benefit of a rising stock market. However, when sentiment is lower, stock market returns tend to be strong.

Silver is down 30%. Gold is down 10%. Bitcoin has dropped nearly 20% in days. We are witnessing a historic "Domino Effect" of de-risking.

The SPX has been unable to make much progress into higher price levels for a couple of months. It seems ready for a price consolidation, which means it is likely time to be a bit cautious towards stock prices in the longer-term.