January 23, 2026 7:30 am
Key Moments Mizuho projects continued rapid growth for the U.S. semiconductor sector in 2026, driven largely by artificial intelligence demand. Nvidia, Lumentum Holdings, and Broadcom are ranked as Mizuho’s top three semiconductor beneficiaries of the AI trade for 2026. Microchip Technology and Lam Research Corporation receive honorable mentions, with all five stocks rated Outperform by […]
Read moreJanuary 22, 2026 3:08 pm
Key Moments JPMorgan Chase has agreed to acquire pensions technology firm WealthOS to strengthen its personal investing retirement offering. The deal was communicated internally through Nutmeg, JPMorgan Chase’s UK personal investing business, with around 275,000 UK customers. The acquisition is expected to provide JPMorgan with “access to cutting-edge technology and deep-sector expertise”. Strategic Move into […]
Read moreJanuary 22, 2026 2:21 pm
Key Moments UBS now sees platinum reaching $2,500 per ounce after prices doubled in seven months to record highs. The bank attributes the rally mainly to strong investment demand and tight physical supply. UBS warns that platinum’s small market size could keep price volatility elevated. UBS Boosts Platinum Price Target UBS has raised its platinum […]
Read moreJanuary 22, 2026 1:30 pm
Key Moments GE Aerospace projected 2026 adjusted earnings per share of $7.10 to $7.40, above analysts’ expectation of $7.11 per share. Fourth-quarter adjusted profit rose to $1.57 per share, with adjusted revenue up 20% to $11.87 billion. The company anticipates low-double-digit percentage growth in 2026 adjusted revenue, supported by mid-teens growth in its commercial engines […]
Read moreJanuary 22, 2026 10:43 am
Key Moments The Kuala Lumpur rubber market closed lower on Thursday amid mixed regional futures. Sentiment weakened as crude oil prices moved unevenly and the ringgit strengthened versus the dollar. SMR 20 slipped to 742.5 sen per kg at 3 pm, while latex-in-bulk held at 576 sen. Market Overview By Fatin Umairah Abdul Hamid The […]
Read moreJanuary 22, 2026 9:52 am
Key Moments European stocks advanced, with the STOXX 600 up 1% by 0802 GMT after recent trade-related weakness. U.S. President Donald Trump dropped tariff threats tied to Greenland and ruled out using force to take the territory. Volkswagen shares jumped 4.3% after the automaker reported net cash flow for 2025 that exceeded expectations. Market Overview […]
Read moreJanuary 22, 2026 8:42 am
Key Moments Silver trades near $94.20 per troy ounce after rebounding from two days of losses. XAG/USD stays above the rising nine-day and 50-day EMAs, keeping the bullish trend intact. The 14-day RSI sits at 70.99, suggesting overbought conditions and a possible pullback. Price Action and Technical Structure Silver (XAG/USD) has recovered after two days […]
Read moreJanuary 22, 2026 8:04 am
Key Moments USD/ZAR trades near its strongest levels in months. Meanwhile, the pair continues a slow and steady decline. South Africa’s high real interest rates continue to attract carry flows. This occurs despite ongoing structural challenges. Volatility remains muted. As a result, the rand is exposed to any renewed US dollar strength or risk-off shock. […]
Read moreJanuary 22, 2026 7:08 am
Key Moments Goldman Sachs raised its year-end gold price target to $US5400 per ounce from $US4900. The bank highlighted growing private sector diversification into gold as a primary driver of the new forecast. Gold recently traded around $US4783 per ounce after hitting a record high of $US4888 per ounce on Wednesday. Forecast Upgrade and Rationale […]
Read moreJanuary 21, 2026 3:36 pm
Key Moments Major U.S. indexes edged higher after their steepest pullback in three months, with the Dow Jones Industrial Average up 203.56 points at 09:38 a.m. ET. President Donald Trump’s comments at Davos on acquiring Greenland and potential tariffs on European allies kept trade and geopolitical risks in focus. Nuclear-related stocks advanced following Trump’s support […]
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