Fuelled by expectations that the demand for copper—a key metal in electrification—will exceed supply, the metal is set to record its largest annual gain since 2009.Copper, often referred to as the “red metal,” has seen a remarkable rally on the London Metal Exchange this year, surging by over 40% and…
Markets are closing the year with a shift in tone.Tonight’s digest tracks a cooling tech rally, a landmark energy-tech spinoff, and volatility across hard assets and crypto.From profit-taking in mega-cap stocks to silver’s violent reversal and Bitcoin flashing technical warning signs, the common thread is transition.As calendar-driven momentum fades and…
“Big Short” investor Michael Burry has turned his attention to Molina Healthcare (NYSE: MOH).According to him, the managed care firm could be a takeover target in 2026, likening it to Warren Buffett’s legendary investment in Geico.In his latest Substack post, Burry praised MOH for disciplined operations and Medicaid resilience, even…
AST SpaceMobile (NASDAQ: ASTS stock) jumped roughly 6.5% Tuesday after the company confirmed an accelerated launch cadence for 2026 and disclosed a timely insider purchase.The developments signalled renewed confidence in its ambitious space-based cellular network.The rally comes on the heels of the successful deployment of BlueBird 6, the largest commercial…
After years of being the sidekick to growth names, value stocks are poised to shine in 2026.Investors who have grown wary of stretched valuations in artificial intelligence and technology giants are increasingly turning toward cheaper, less risky assets.Recent market action suggests the rotation is already underway, with value indices outperforming…
Mark Mahaney – a senior Evercore ISI analyst – has named his top internet stock picks for 2026, highlighting opportunities across both large-cap and small/mid-cap names.According to him, Amazon, Expedia, and Zillow are particularly strongly positioned for continued momentum in the coming year.Mahaney’s thesis rests on improving fundamentals, attractive valuation,…
The Federal Reserve cut rates by a quarter percentage point on December 10, but beneath the surface, the official meeting minutes reveal a sharply divided committee.The FOMC is wrestling with a troubling concern: inflation could become permanently stuck above the Fed’s 2% target.The 9-to-3 dissent vote exposes the real source…
The market value of Nio shares increased during the first week of the month because investors analyzed positive fourth-quarter projections and Chinese government backing, and European market development.The stock price increased by 4.71% during Monday trading before reaching $5.34, and then it rose by 4.87% to $5.60 during Tuesday trading,…
China’s economy closed the year with a modest improvement in momentum, as official data showed factory activity expanding in December for the first time since March, offering a positive surprise to markets and economists.According to data released Wednesday by China’s National Bureau of Statistics (NBS), the official manufacturing purchasing managers’…
Asian markets closed out the year on a subdued note amid thin holiday trading, capping a year of strong gains driven by enthusiasm for artificial intelligence stocks and resilient risk appetite. Elsewhere, geopolitical tensions resurfaced with a Ukrainian drone attack on a major Russian oil refinery, the United Nations approved…