Quantum Crunched

TalkMarkets - Sat, 01/31/2026 - 13:50
Hey, remember quantum computing? That was a sector that was getting a tremendous amount of hype, in spite of no products, no revenues, and certainly no profits. It’s heartening to see sanity return to the world, as these stocks get blown to pieces.

Liquidity Drain May Signal Further Trouble For Risk Assets

TalkMarkets - Sat, 01/31/2026 - 13:40
Liquidity continues to be drained from the system, primarily through Treasury issuance and rising TGA balances, putting pressure on risk assets.

Here’s Why Gold’s Overpowering The Fed By A Mile

TalkMarkets - Sat, 01/31/2026 - 13:19
Within hours of the Fed's announcement, gold surged 7% to a fresh all-time high of $5,500. This reaction was not on a rate cut. It was on a hold. The most boring possible outcome pressed gold to one of its biggest single day moves in years.

Unity Software Stock Drops 20% Following Google Project Genie Launch

TalkMarkets - Sat, 01/31/2026 - 13:00
Unity Software stock tumbled roughly 20% to around $30 following Google’s announcement of Project Genie. The AI-powered game creation engine sent investors into selling mode, fearing new competition for Unity’s dominant market position.

Competing Claims, How Much Labor Market Weakness Is There?

TalkMarkets - Sat, 01/31/2026 - 12:50
Some see “No Signs of Labor Market Weakness”. Others strongly disagree.

Bitcoin Crashing: The $35,000 Worst-Case Scenario

TalkMarkets - Sat, 01/31/2026 - 12:40
The market bloodbath has moved from silver to cryptocurrency. This weekend, Bitcoin is plunging, taking Ethereum, Solana, and XRP down with it.

This Secret Hideaway Was A Harbinger To The Mall Meltdown

TalkMarkets - Sat, 01/31/2026 - 12:20
By 2019, the number of malls in the U.S. had declined to around 1,500. I was still bearish on the space back then. There was more consolidation that needed to happen. Little did I know how immediate and brutal that consolidation was about to become.

Seagate Technology: What's Next For This High-Momentum AI Play

TalkMarkets - Sat, 01/31/2026 - 12:00
Seagate Technology has been a wildly lucrative “picks and shovels” play on AI over the past year, as evidenced by its more-than-230% gain. However, investors should be prepared for volatility.

The 10 Largest Companies - Saturday, Jan. 31

TalkMarkets - Sat, 01/31/2026 - 11:50
Here is a short look at the 10 largest companies by market capitalization as of Saturday, Jan. 31, 2026. Additionally, I have included the percentages of their gains on a year-to-date basis. Let's dive into the numbers.

Wall Street's Top 10 Stock Calls This Week - Saturday, Jan. 31

TalkMarkets - Sat, 01/31/2026 - 11:40
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. 26-30, 2026.

2026 Volatility Playbook: NVIDIA, Barrick, Newmont & More In AI, Gold & Power

TalkMarkets - Sat, 01/31/2026 - 11:20
The year has opened with cross-asset volatility, driven by geopolitical risk, monetary uncertainty, and uneven earnings visibility. Rather than triggering sell-offs, these forces are producing sector and asset-class rotations. Let's take a look.

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