Good morning.
The Fast Five → Dip-buyers go missing as selloff slams stocks, hedge funds made $24B shorting software stocks, US proposes rare earth trading bloc with allies, Bessent rules out crypto bailout, and Elon’s bold new plan to put AI in orbit…
📌 Many investment banks just raised their targets to $6,000/oz... mere weeks after predicting $5,000. Even Jim Cramer now admits to being a "gold bug." But nearly everyone is missing an even bigger story: the absolute best way to invest in gold right now. (ad)
Calendar: Full Calendar »
Today:
Unemployment Claims, 8:30A
Tomorrow:
Non-Farm Employment Change, 8:30A
Unemployment Rate, 8:30A
Your 5-minute briefing for Thursday, Feb 5:
BEFORE THE OPEN
As of market close 2/4/2026.
Pre-Market:
US Investor % Bullish Sentiment:
↓ 44.40% for Week of JAN 29 2026
Previous week: 49.50%
Market Wrap:
Futures rose S&P +0.27%, Nasdaq 100 +0.36%, Dow +24
Alphabet slipped over 1% despite big AI capex plans
Nvidia and Broadcom rose on AI spending optimism
Qualcomm fell 9% on a weak forecast
Wednesday saw S&P -0.5% and Nasdaq -1.5% as software sold off
Thursday brings Amazon earnings plus jobless claims
EARNINGS
Here’s what we’re watching this week:
Today: *Estee Lauder $EL ( ▼ 19.19% ), *KKR $KKR ( ▼ 5.35% ), *Peloton $PTON ( ▼ 25.72% ), *Roblox $RBLX ( ▼ 3.96% ), Strategy $MSTR ( ▼ 17.12% ), *Tapestry $TPR ( ▲ 10.21% )
Amazon $AMZN ( ▼ 4.42% ) - eps of $1.95 (+4.8% YoY) on $211.2B revenue (+12.5% YoY)
A MESSAGE FROM STANSBERRY RESEARCH
Do This Before Gold Hits $10K
If you missed gold's run-up to $5,000... here's what you need to do immediately.
This run has already been nothing short of historic.
But it's far from over.
Frankly, it's just getting started.
In fact, we expect that gold is headed to $10,000 an ounce...
And even that might be too low an estimate.
One expert has even issued a $20,000 price target.
But however high gold ultimately goes... it's critical you know how to take advantage of gold's next big move.
Which is why we've put together all the details of the BEST possible gold stock you should buy immediately.
-Matt Weinschenk
Publisher, Stansberry Research
HEADLINES
The US secretary of state on Wednesday urged collective action to address “dangerously concentrated” rare earth supply chains.
Wall Street ends down as AI worries slam tech stocks (more)
Bessent: Americans have lost trust in the Fed (more)
Trump, Xi discuss Taiwan and trade ahead of planned summit (more)
January jobs report will be released on Feb. 11 after shutdown delay (more)
Oil prices rise after Trump says Iran's leader 'should be very worried' (more)
Hedge funds made $24B shorting software stocks so far this year (more)
Apple beats tech stocks by most in a year as it avoids AI panic (more)
Alphabet says it could double capital spending in 2026 (more)
Elon Musk’s bold new plan to put AI in orbit (more)
Cipher bond tied to AWS data centers gets $13B of orders (more)
Arm Holdings shares fall as licensing sales miss estimates (more)
Eli Lilly surges after touting strong sales outlook (more)
Bitcoin sinks after Bessent rules out crypto bailout (more)
Kalshi claims ‘extortion,’ then recants in feud over user losses (more)
DEALFLOW
M+A | Investments
Texas Instruments strikes $7.5B deal for Silicon Labs to boost wireless footprint
Elara Caring receives Investment from Private Equity Group and DaVita
IImbed Biosciences receives investment from BioLab Holdings
VC
Bedrock Robotics, an autonomous construction technology company, raised $270M in Series B funding
Positron AI, an AI inference hardware company, raised $230M in Series B funding
Resolve AI, an SRE & Engineering startup, raised $125M in Series A funding at $1B valuation
Machina Labs, an advanced manufacturing and robotics company, raised $124M in in Series C funding
SynthBee, a collaborative intelligence (CI) platform, raised $100M in funding
Overland AI, a company specializing in autonomous ground systems for defense and national security, raised $100M in funding
Osmo, a digital scent design company, raised $70M in Series B funding
TRM Labs, a company developing AIsolutions to counter criminal networks and national security threats, raised $70M in Series C funding
Chamber, a company providing a cardiology-focused data platform, raised $60M in Series A funding
GenLogs, a truck intelligence platform, raised $60M in Series B funding
Third Arc Bio, a clinical stage biotech company, raised $52M in Series A funding
Stratus Medical, an advanced RF ablation treatment for chronic pain, raised $10M in Series B funding
Apeiron Labs, a platform to deliver real-time ocean intelligence, raised $9.5M Series A funding
Fibr AI, an agentic web experience layer service to generate revenue, raised $7.5M in Seed funding
Expert Intelligence, AI systems that automate expert decision-making in lab environments, raised $4.7M in Seed funding
Boomband, an AI-native talent marketplace, raised $4.0M in Seed funding
beHuman, a physician-led preventive care platform, raised $4M in Seed funding
CRYPTO
BULLISH BITES
🌎 The economy is the world's most important problem, but not America's.
🚘 Hit the road, Mac: The future of self-driving cars.
🏝 These travel videos have no host, no voiceover—and they're addictive.
🎥 The best movies from the 2026 Sundance Film Festival.
DAILY SHARES
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